CSR Investing Summit

Wednesday, July 22, 2015


8:00 AM - 6:30 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 7/15/15

Admission Limited to First 140 Registrants

No Refunds

*Please e-mail llachman@snetworkinc.com

Summer in the City

3rd Annual CSR Investing Summit


The Summer in the City 3rd 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.


8:00 – 8:30    Registration and Breakfast

8:30 – 8:40    Opening Remarks

8:40 – 9:25    Diverging Views? Board members and Investors on the Value Benefits of ESG

This panel will discuss the potential impact of ESG initiatives on shareholder value and reveal possible opportunities for share price appreciation and sustainable dividends. The panel will present you with provocative new knowledgeand industry opinions on the future of Board and C-Suite obligations and how they dovetail with investor objectives.

      • Moderator:   Danielle Chesebrough, Senior Manager Investor Engagements, United National Global Compact at Principles for Responsible Investment
      • Panelist:      Maureen Kline, Director of Public Affairs & Sustainability, Pirelli

9:30 – 10:15   Identifying Performance Attribution in ESG Data

The question of how Environmental, Social, and Governance practices relates to financial performance has been continuously debated. ESG ratings provide an additional lens for evaluating investment decisions. Identifying how the three pillars of E, S, and G individually impact performance can provide an added dimension in seeking alpha. This panel will discuss how ESG ratings may be attributed to portfolio performance and the how each of the three ESG pillars may be drivers that unlock shareholder value and allow better investment decisions.

      • Panelist: Indrani De, Senior Director of Quantitative Research, New Amsterdam Partners
      • Panelist: Michael Muyot, President, CRD Analytics

10:15 – 10:30 Morning Networking Break

10:30 – 11:15 Dissecting ESG Ratings: Understanding Ratings Construction

This panel will reveal the key performance indicators and methodologies that underpin an ESG ratings scheme and provide you with a more in-depth understanding of the building blocks of today’s ESG ratings and how you can leverage them in investment modeling.

      • Panelist: Bruce Kahn, Ph.D., Sustainable Insight Capital Management
      • Panelist: Paul Herman, HIP Investor
      • Hendrik Bartel, CEO, TruValue Labs

11:15 – 11:45 *Special Presentation - New Research*

      • Presenter: Kim Nguyen Taylor, Calvert Investments

11:45 – 12:30 Implementing ESG: Case Studies of Endowments, Pension, and Union Trusts

The decisions by the largest endowments, pension funds, and union trust funds to buy and sell a company’s stock can impact the prices of those securities. Notably, these funds are some of the largest users of ESG criteria in their investment decision process. This panel will welcome managers of endowment, pension, or union trust funds to describe their investment process as it pertains to ESG criteria. You will learn why they use ESG factors and how they use them in their decision-making process and leave the session with best practices.

      • Moderator: Kristen Sullivan, Partner, Deloitte & Touche LLP

12:30 – 1:40  Luncheon and Keynote Speaker

1:45 – 2:30   Does Diversity Create Value?

Diversity can empower corporate leadership and be valuable to the corporate decision-making processes. This panel will explore both empirical and anecdotal evidence that provides tangible examples of how gender and ethnic diversity protects company value and enhances corporate performance.

      • Moderator: Patsy Doerr, Global Head of Corporate Responsibility and Inclusion, Thomson Reuters

2:30 – 3:30    Uncovering the Value of Risk in Stock and Bonds with ESG Metrics

This panel will look at how risk and risk avoidance is valued in stock and bond prices and provide examples of how unaddressed risks can translate to portfolio volatility.

      • Panelist: Gustavo Pimentel, Managing Director, SITAWI
      • Panelist: Linda M. Lowson, Esq., CEO and Chief Counsel, Global ESG Regulatory Academy & SCR Insight LLC
      • Panelist: Alexandra Mihailescu Cichon, RepRisk
      • Panelist: Evan Harvey, NASDAQ OMX

3:30 – 3:45    Afternoon Networking Break

3:45 – 4:30    Finding Materiality in Corporate Measurements

Recent research from the Harvard Business School suggests that companies that “perform” well in material corporate sustainability have good stock performance. Furthermore, when these companies “perform” well on immaterial issues, their actions are “not value-destroying.” The adoption of integrated reporting norms may initiate new discussions on materiality, which will be important to investors. This panel will probe how this discussion has evolved and provide guiding thoughts for investors and shareholders to use in their portfolio decisions.

      • Panelist: David Hackett, Baker & McKenzie

4:30 – 5:25    The Fossil Fuel Divestiture Debate: Point <> Counterpoint

This panel, a “Point-Counterpoint” debate, will have our panelists discuss the economic implications of divestiture while leaving the science aside. This panel will seek to answer the question:  What is the likely net effect on investment portfolios and what is the endgame? It will present investors with new contexts for making investment decisions in their portfolios and question the specter concept of value-decimation.

      • Moderator: Chris Fowle, CDP
      • Panelist: Toby Heaps, CEO, Corporate Knights
      • Garvin Jabush, Co-Founder and CIO, Green Alpha Advisors
      • Tim Smith, Walden Asset Management
      • Brian Rice, Portfolio Manager, CalSTRS

5:25 – 5:30    Closing Remarks

5:30 – 6:30    Networking Reception


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