Conference Agenda

Wednesday, July 18, 2018

Subject to Change

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

From 8:00 AM  

Registration and Breakfast


Conference Welcome & Opening Remarks

Panel 1  

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.

1 CE Credit Available

Panel 2  

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.

1 CE Credit Available


Coffee Break

Panel 3  

Latin America: Probing the driving forces of ESG and Corporate Social Responsibility in the region: Developing ESG scores in Latin America presents the similar challenges for rating companies, corporates, and investment managers in other regions. There are, however, specific areas of distinction. Our panelists will present cases and stories to illustrate current trends.

Panel 4  

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.


Featured Speaker

Panel 5  

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.

Panel 6  

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.

1 CE Credit Available


Coffee Break


Panel 7  

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.

1 CE Credit Available

Panel 8  

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?


Closing Remarks

Until 6:30 PM  

Networking Reception