Conference Agenda

Wednesday, July 19, 2017

Subject to Change

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


Registration and Breakfast


Conference Welcome & Opening Remarks


High Conviction Investing and ESG: An examination of how factor-based and limited active investing are providing long-term investors with new strategies for alpha and new ESG products. In addition, we ask: what is the outlook for ESG themed ETFs?

  • Moderator: Jeffrey Gitterman — CEO, Gitterman Wealth Management
  • Panelist: Bill Davis — Managing Director, Portfolio Manager, Stance Capital
  • Panelist: Hernando Cortina — Senior Analyst, JUST Capital
  • Panelist: Conor Platt — Co-Founder, CEO & CIO, Etho Capital

ESG Integration Update: A contemporary discussion about how are “universal investors” (pension fund trustees, large institutional investment managers, etc.) integrate socially responsible investing and ESG metrics in 2017–2018?

  • Moderator: Hendrik Bartel — Co-Founder & CEO, TruValue Labs
  • Panelist: Katie Schmitz Eulitt — Strategic Advisor, Stakeholder Outreach, SASB
  • Panelist: Olga Emelianova — Head of ESG Research, North America, MSCI
  • Panelist: Sean Barr — Senior Account Executive, EcoVadis



ESG Data Quality: As ESG data becomes more reliable, replicable, voluminous, comprehensive, and pioneering, how are portfolio managers using ESG to distinguish themselves. Does “big data” have a place this discussion. And finally, is all ESG data investor-grade?

  • Moderator: Kristen Sullivan — Partner, Deloitte
  • Panelist: Bruce Kahn, PhD — Portfolio Manager, SICM; Adjunct Professor, Columbia University
  • Panelist: Yovanka Bylander — Executive Director, ISS
  • Panelist: Chris Fowle — Associate Director, Americas, UN PRI
  • Panelist: David Tulauskas — Director, Sustainability, General Motors Company

Climate Risk, Resource (Water and Agricultural) Risk, and Financial Performance: An exposé of the investment risks such as: climate risk, resource (water) risk; reputational risks, etc. How are risks being monetized? How are they used as investment decision criteria? How are the risks view differently in different industries?

  • Moderator: Jeffrey Potent — Adjunct Professor, Columbia University, School of International & Public Affairs, and the Earth Institute
  • Panelist: Libby Bernick — Global Head of Corporate Business, Trucost
  • Panelist: Christina Copeland — Senior Manager, Water, North America, CDP
  • Panelist: Gabriel Thoumi, CFA — Senior Fellow, Climate Advisers

Special Remarks

The CO2 Neutral — CO2logic, Inc.




Award Presentation


Featured Speakers

  • Financial Stability Board, Task Force on Climate-Related Financial Disclosures
  • Bruno Bertocci — Managing Director, UBS Global Asset Management & Financial Stability Board, Task Force on Climate-related Financial Disclosures
  • Georg Kell — Chairman, Arabesque Partners, and Founding Executive Director of the UN Global Compact

The Politics of Sustainability: On a policy level, what has happened and what might happen in the next four years, in the United States and abroad, in terms of regulation, global frameworks, and multinational agreements? How will this impact financial markets?

  • Moderator: Steven Scheuth — President & CMO, First Affirmative
  • Panelist: John Streur — CEO, Calvert Investments
  • Panelist: Garvin Jabush — Co-Founder & CIO, Green Alpha Advisors (Invited)
  • Panelist: Maureen Kline — Vice President, Public Affairs & Sustainability, Pirelli Tire North America

Interlude: Special Remarks

  • Bernardo Guillamon — Manager, Office of Outreach and Partnerships, IDB

ESG in Latin America and Caribbean: Can greater adoption of sustainability and shared value principals lead ESG/SRI investors to take bigger stakes in companies doing business in or domiciled in the region? What does the sustainability landscape in the region look like today?

  • Moderator: Flavio Carrillo — Director, Capital Markets Lab, Florida International University
  • Panelist: Matias Bendersky — Unit Chief, Partnership & Resource Mobilization, Inter-American Development Bank
  • Panelist: Scott Piper — Head of Latin American Equities/CIO, Itau Asset Management (IUAM)
  • Panelist: Clarín Group
  • Panelist: Matias Bendersky — Chief, Resources Mobilization & Partnerships Unit, Inter-American Development Bank
  • Panelist: Miguel Ferreyra de Bone — Head of US Operations and Business Development, Acrux Partners
  • Panelist: Gustavo Pimentel — Managing Director, Sustainable Finance. SITAWI (Invited)



Cities, States, Universal Investors, & Exchanges as Change Agents: How coordinated stakeholder engagement by the most influential stakeholders are creating new approaches to ESG impact with expectations for positive market returns. How is investing advocacy changing?

  • Moderator: Glen Yelton — Head of Impact Research, SNW Asset Management
  • Panelist: Evan Harvey — Global Head of Sustainability, Nasdaq
  • Panelist: Kevin Parker, Managing Partner, Sustainable Insight Capital Management
  • Panelist: Alyson Genovese — Head of Corporate and Stakeholder Relations, GRI
  • Panelist: Tim Smith — Senior Vice President, Walden Asset Management (Invited)
  • Panelist: Zach Oleksiuk — Head of Americas, BlackRock (Invited)

Defining “American Investing Values” and Purposeful Investing: How investors are aligning their financial futures with values in religious, lifestyle, and other social contexts. How do global investing values contrast with “American Values.”

  • Moderator: John Howell — Editorial Director, 3BL Media
  • Panelist: Patsy Doerr — Thomson Reuters
  • Panelist: Joan Trant — Managing Partner, TriLinc Global
  • Panelist: Eve E. Ellis — Portfolio Manager, Morgan Stanley

Closing Remarks & Thank You


Networking Reception