CSR Investing Summit

Tuesday, July 22, 2014


8:00 AM - 6:15 PM

Hosted By
S-Network Global Indexes, Inc.

Thomson Reuters Building
3 Times Square - 30th Floor
New York, NY 10036
(7th Ave bet 42nd - 43rd St)

$395 Per Ticket

$195 for CAIAs, CFAs, FRMs, PRMs, and members of partnering professional networks*

$145 for students and academics*

$50 Discount for Payment Received by 7/15/14

Admission Limited to First 120 Registrants

No Refunds

*Please e-mail llachman@snetworkinc.com

Summer in the City

2nd Annual CSR Investing Summit

Conference Description

The Summer in the City 2nd Annual CSR Investing Summit is an all-day conference offering the opportunity to discuss experiences and viewpoints on how to define, manage, and measure responsible investing.  The conference includes expert practitioners in the following groups: plan sponsors, endowments, consultants, academics, non-governmental organizations, the sell side, and media.  Attire is informal and networking is encouraged.  So, you are most cordially invited to relax and beat the heat at Summer in the City.

Conference Agenda

8:00                     Registration and Breakfast

8:10 – 8:15         Introduction of Conference

      • Herbert Blank, S-Network ESG Solutions

8:15 – 8:45         Greetings & Opening Presentation

      • Patsy Doerr, Thomson Reuters

8:45 – 9:30         The Changing World of Responsible Investing

      • Danielle Chesebrough, UNPRI
      • Evan Harvey, NASDAQ OMX
      • Stephen Davis, Harvard Law School Initiative
      • Moderated by Patsy Doerr, Thomson Reuters

9:30 – 10:15       Corporate Governance and Proxy Engagement

      • Joseph Kinard, Board of Pensions and Presbyterian USA Pension Fund
      • Robert McCormick Esq., Glass Lewis
      • Moderated by John Wilson, Cornerstone Capital

10:15 – 10:30     Coffee Break

10:30 – 11:15     ESG and Fixed Income Investing

      • Henry Shilling, Moody's
      • Stuart Ames, Commonfund Asset Management
      • Nicholas Elfner, Breckinridge Investments
      • Laura Nishikawa, MSCI ESG Research
      • Moderated by Lauren Tara LaCapra, Thomson Reuters

11:15 – 12:00     Integrating ESG and Best Practices into the Investment Process

      • Ingrid Dyott, Neuberger Berman
      • Linda Giuliano, AllianceBernstein
      • Renny Ponvert, Management CV
      • Moderated by Chris Dietrich, Wall Street Journal

12:00 - 1:00       Lunch and Keynote Address

      • Keynote Speaker: Dr. Allen Sinai, Decision Economics
      • Introduction by Carla Jones, Thomson Reuters

1:00 – 1:15        Award Presentation

      • Accepted by Michael Jacobson, Intel Corporation
      • Presented by Carla Jones, Thomson Reuters

1:15 – 2:00        Energy and Corporate Responsibility - Contrasting Viewpoints

      • Paula Luff, Hess Corporation
      • Cary Krosinsky, Earth Institute Columbia University
      • Zach Oleksiuk, BlackRock
      • Moderated by Susan Hume, The College of New Jersey

2:00 – 2:45          Measuring Social and Governance Performance for Nonpublic and Emerging Market Companies

      • Christina Alfonso, Madeira Global
      • Rekha Unnithan CFA, TIAA-CREF
      • Bahar Gidwani, CSRHub

2:45 – 3:00          Break

3:00 – 4:00          Featured Panel: Responsible Investing Challenges Facing Institutional Investors

      • Michael Garland, Office of New York City Comptroller Scott Stringer
      • Jon Lukomnik, IRRC Institute
      • David Nawrocki, Villanova University
      • Moderated by Amy Resnick, Pensions & Investments

4:00 – 4:30          Research Study: ESG Portfolios and Performance

      • Michele Clayman, New Amsterdam Partners
      • Indrani De, New Amsterdam Partners
      • Moderated by Herbert Blank, S-Network ESG Solutions

4:30 – 5:15         Measuring Corporate Responsibility for Investors: Progress Report from the TRCRI

      • Herbert Blank, S-Network ESG Solutions
      • Lucas Garland, Thomson Reuters Indices
      • Patrick Shaddow, S-Network Global Indexes
      • Moderated by Joseph LaCorte, S-Network Global Indexes

5:15 – 6:15          Cocktails and Networking

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