ESG Asset Owners Summit: The Rise & Status of Sustainable Investing

Who Should Attend:

• Asset owners, asset managers, financial advisors, investment professionals, portfolio managers, wealth managers, analysts, researchers, members of mission-driven organizations, and others who share a common interest in sustainable, responsible, and impact investing.

Qualifications:

• CFA Institute PL Credit Hour(s): 7 Credits
• SER Credit(s): 7 Credits

Speakers:

Robert G. Eccles, Visiting Professor of Management Practice, Said Business School, University of Oxford

Matt Alsted, Director, Portfolio Analysis and Communications, Sands Capital Management

David Barrosse, Founder & CEO, Capstone

Kenneth Bertsch, Executive Director, Council of Institutional Investors

Preeti Bhattacharji, Vice President of Integrated Capitals, The Heron Foundation

Atiyah Curmally, FI Global Sector Lead/Principal Environment and Social Specialist, International Finance Corporation (IFC)

Rui de Figueiredo, PhD, Co-Head and CIO of the Solutions & Multi-Asset Group, Morgan Stanley Investment Management

Ariane de Vienne, Head of ESG Strategy – Americas, Institutional Shareholder Services (ISS)

Matthew DiGuiseppe, VP and Head of Americas on the Asset Stewardship Team, State Street Global Advisors

Timothy P. Dunn, CFA, CIO, Managing Member and Founder, Terra Alpha Investment, LLC

Nalini Feuilloley, Head of Canada, UN-supported Principles for Responsible Investment (PRI)

Sonja Gibbs, CFA, Managing Director, Global Policy Initiatives, Institute of International Finance (IIF)

Jade Huang, Vice President and ESG Portfolio Manager, Calvert Research and Management

Evan Harvey, Director of Corporate Responsibility, Nasdaq

Dinah A. Koehler, Equity Strategist and Director, UBS Asset Management

Olha Krushelnytska, CFA, Green Finance Specialist, World Bank Group/The Global Environment Facility

Carole Laible, Chief Executive Officer, Domini Impact Investments

Stephen Malinak, Chief Data and Analytics Officer, TruValue Labs

Gianna McCarthy, Director of Corporate Governance, New York State Office of the Comptroller

Hiro Mizuno, Executive Managing Director and CIO, Japan’s Government Pension Investment Fund (GPIF)

Matthew Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute

Anna Pot, Manager Responsible Investments, APG Asset Management

Heike Reichelt, Head of Investor Relations & New Product Development, Capital Markets Treasury, World Bank Group

Frederic Samama, Deputy Global Head of Institutional Clients, Amundi Asset Management Paris

Kate Starr, CFA, Chief Investment Officer, Flat World Partners​

Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, World Bank Group

Gillian Tett, US Managing Editor, Financial Times

Gabriel Thoumi, CFA, FRM, Director of Financial Markets, Planet Tracker​

Diederik Timmer, Executive Vice President, Client Relations, Sustainalytics

Tim Youmans, Engagement Director, Hermes EOS

Michael Young, Manager of Education Programs, US SIF

Thank You ESG Sponsors:

Event Partners:

*This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society Washington, DC’s code of conduct. Seats are limited to investment professionals only.