The “Summer in the City” 5th Annual CSR Investing Summit is an all-day conference that presents a forum for participants to engage with thought leaders and discuss their views on how to define, manage, and measure responsible investing. The conference includes expert practitioners who are plan sponsors, endowments, consultants, academics, non-governmental organizations, the sell side, and media. Attire is informal and networking is encouraged.


Conference: Wednesday, July 19, 2017
8:00 AM – 5:30 PM

Workshop: Thursday, July 20, 2017


Thomson Reuters Building
Carnegie Auditorium
3 Times Square – 30th Floor
New York, NY 10036
(7th Avenue between 42nd Street and 43rd Street)


$395 regular conference admission
$445 regular conference & workshop admission
$99 workshop admission
50% discount for sponsors, faculty & students*
Early-Bird Discount: Up to $100 off tickets purchased before June 19th
Earlier-Bird Discount: Up to $150 off tickets purchased before May 19th

Admission Limited to First 140 Registrants
No Refunds

* To verify your qualification, please e-mail


For content and/or sponsorship:
Gregg Sgambati
Director of ESG Solutions


For registration and/or media:
Zack Truelson
Marketing Manager


Tentative Topics

The conference will feature a series of panel discussions and featured speakers. Topics discussed will include:

  1. High-conviction investing and ESG: how smart-beta and limited active investing are providing long-term investors with new strategies for alpha.
  2. ESG and socially responsible investing in 2017: has integration finally usurped screened portfolios.
  3. Superhero investors: How are universal investors (pension fund trustees, large institutional investment managers, etc.) integrating socially responsible investing and ESG metrics in 2017–2018?
  4. The link between carbon emissions and financial performance: how to use carbon as an investment tool.
  5. Sustainability’s rise in Latin America and the Caribbean: what this means to investors and companies doing business in the region.
  6. The future of federal regulation: what has happened, what will happen, and why shareholder advocacy will reach greater heights importance.
  7. ESG in 2017-18: ESG integration will become richer and more innovative in 2017-18 as ESG data becomes more ingenious, voluminous, and comprehensive.
  8. How water, earth’s greatest natural resource, will grow to have greater implications on corporate profits, forecasts, and public policy.
  9. Investing with American Values: Speech, Press, Petition, and Religion. How are investors aligning their financial futures with their religious, lifestyle, social, and environmental values.
  10. Cities, states, and universal investors as change agents: how institutionally coordinated stakeholder engagement is creating broad impact and returns.
  11. How will Institutional Investor Stewardship and Corporate Governance standards impact corporate sustainability, reduce investor risk, and enhance performance? Will standards such as the “Framework for U.S. Stewardship and Governance” take hold in the coming years?
  12. How will exchange operators help companies prioritize sustainability disclosures and improve transparency, accountability, and corporate performance?
  13. Long-Term investment horizon and corporate reporting: which sustainability information is financially material to a three to five-year time horizon?