Conference Agenda

Wednesday, July 18, 2018

Contact: Gregg Sgambati, c: 201-783-5133 


Registration and Breakfast


Conference Welcome & Opening Remarks — Gregg Sgambati, S-Network Global Indexes



1 CE Credit Available 

ESG report on employee benefit plans and fiduciary obligation: Will April's Department of Labor guidance lead to a reversal of its prior guidance on consideration of ESG factors in ERISA based employee benefits plans? Some retirement funds have investment policies that include ESG analysis in the decision process. Others are evaluating best practices for ESG integration and screening. Panel speakers will discuss current trends and recent events.

  • Moderator: Glen Yelton, VP-ESG and Impact Research Analyst, OppenheimerFunds
  • Panelist:      Catherine Banat, Impact Investing Manager, RBC Global Asset Management
  • Panelist:      Jim Roach, Senior Vice President, Retirement Strategies, Natixis Investment Managers
  • Panelist:      Christopher Walker, Director, North America, WBCSD



1 CE Credit Available

ESG Data Quality in 2018: ESG data availability continues to expand. New data elements are being introduced into sustainable investment methodologies. But is consistency and quality improving? ESG data experts discuss the state of the art, issues, and future utility of this information.

  • Moderator: Kristen Sullivan, Partner, Deloitte & Touche LLP
  • Panelist:      Nicole Bouquet, Lead ESG Product Specialist, ISS-Ethix
  • Panelist:      Barbara Brown, Senior Partner, BrownFlynn
  • Panelist:      Courteney Keatinge, Director, Environmental, Social & Governance Research, Glass, Lewis & Co.

Coffee Break


Latin America: Probing the driving forces of ESG and Corporate Social Responsibility in the region: Impact investors can take heart in knowing that in Latin America there are lower thresholds for investment dollars to make a noticeable environmental and social impact. While there are challenges in ESG data availability, the connection between corporate profits and supply chains can be revealed through resourceful research and insightful exposition. To reinforce these matters, leadership in corporate citizenship is coming from major finance industry actors.

This session will feature two 20-minute case studies related to the region, one a point-counterpoint, the other a case discussion. In the first case, the Inter-American Development Bank Group discusses the potential for sustainability in Latin America and the Caribbean and the Bank's efforts to foster it. Special attention will be dedicated to the creation of IndexAmericas, the first sustainability index by a development bank in the Latin America and Caribbean region.

  • Case discussion with Bernardo Guillamon, Manager, Office of Outreach and Partnerships, Inter-American Development Bank

In the second case, speakers from the National Wildlife Federation, America's oldest and largest conservation organization and Climate Advisers, a mission-driven policy and politics research shop will deliver a point-counterpoint sustainability and bottom-line impact discussion of unsustainable and extensive cattle grazing in Brazil and corporate stock price deterioration.

  • Presenter: Kiryssa Kasprzyk, Program Coordinator, Tropical Forests & Agriculture, National Wildlife Federation
  • Presenter: Gabriel Thoumi, Director, Capital Markets, Climate Advisers

Inconceivable or practical truth? How risks from climate change will transform business: Non-fossil fuel natural resources, such as water, may one day result in stranded assets. While environmental catastrophes and energy risks are being aggressively modeled, analysis in other risk areas are using big data and advanced algorithms to build new approaches to rate the potential impact from these emerging risks. Panel experts will present and discuss new data tools and parametric coverage strategies to protect revenues and profits.

  • Moderator: Gabriel Thoumi, Director, Capital Markets, Climate Advisers
  • Panelist:      Bruce Kahn, Portfolio Manager, Adjunct Professor, Sustainable Insight Capital Management
  • Panelist:      Emily Kreps, Head of Investor Initiatives — North America, CDP
  • Panelist:      Lindsay Ross, Senior Analyst, Four Twenty Seven
12:10–12:20 Thomson Reuters/S-Network ESG Best Practices Award Presentation
12:20–12:55 Lunch
12:55–1:10 Exclusive preview screening: MADIDI trailer

MADIDI is a forthcoming film that exposes the illegal and debilitating jaguar trade in South America and how it is tied to Chinese political economic development.
1:10–1:20 Summit Carbon Accounting — Arnaud Brohé, CEO, CO2Logic



1 CE Credit Available

Reframing retail investing: personal values, robots, apps, and impact frameworks: Whether we speak of millennial investing values, financial inclusion, or women in investing, the retail investing marketplace is changing. Our speakers discuss innovative approaches to a changing retail investing landscape.

  • Moderator: Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
  • Panelist:      Mackenzie Colgan, Director, Business Development, Work Capital
  • Panelist:      Kevin Mahn, President & Chief Investment Officer, Hennion & Walsh Asset Management
  • Panelist:      Kameron Rezai, Managing Director, COO and Client Strategy, FutureAdvisor

Featured Speaker: Tim Mohin, Chief Executive, GRI

How the Sustainable Development Goals (SDGs) are linking to corporate reporting, investor values, and ESG. Tim will explore the various ways top corporations and sustainability leaders are adapting their sustainability reporting to the United Nations Sustainability Development Goals. He will also discuss how investors connect their money to the values represented by the SDGs and other ethical themes.


How the Sustainable Development Goals (SDGs) are linking to corporate reporting, investor values, and ESG: How are leading corporations and sustainability leaders adapting their sustainability reporting to the United Nations Sustainability Development Goals and how can investors connect their money to the values represented by the SDGs in addition to other ethical themes.

  • Moderator: Louis Coppola, Partner & EVP, Governance & Accountability Institute
  • Panelist:      Davida Heller, Vice President, Sustainability, Citi
  • Panelist:      Tim Mohin, CEO, GRI
  • Panelist:      Linnea Texin, Director, Corporate Citizenship

Coffee Break



1 CE Credit Available

Planting a stake in the valuation of Diversity, Inclusivity, and Equal Opportunity: The benefits of a diverse board of directors is confirmed in eyes and minds of many, but the value of workforce empowerment, equal opportunity, compensation parity, and inclusivity on gender, ethnic, and lifestyle is being measured in diverse ways. The panel will discuss and investigate this valuation aspect of corporate social responsibility.

  • Moderator: Michelle Clayman, Managing Partner, New Amsterdam Partners
  • Panelist:      Eve Ellis, Financial Advisor, Portfolio Manager, Morgan Stanley Wealth Management
  • Panelist:      Gema Sacristán, Chief Investment Officer, IDB Invest
  • Panelist:      Stephen Washington, Assistant Professor and Program Director, Accounting, Economics and Finance, Central State University

November 8, 2016 Report: How has socially responsible and impact investing changed since the 2016 presidential election? November 9, 2016 began with uncertainty but seems to have spurred corporate activism, philanthropy and NGO enthusiasm. What did 11/9/16 mean and what should we expect in 2020?

  • Moderator: John Howell, Editorial Director, 3BL Media
  • Panelist:      Stephen Freedman, Head of Sustainable Investing Solutions, UBS Wealth Management USA
  • Panelist:      Maureen Kline, Vice President, Public Affairs & Sustainability, Pirelli
  • Panelist:      Dr. Daniel Korschun, Associate Professor, Fulbright Scholar, Drexel University

Closing Remarks


Networking Reception