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3rd Annual ESG Summit

3rd Annual ESG Summit

April 6, 2021: 11:30 amApril 8, 2021: 1:00 pm Virtual

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CFA Society Washington, DC is proud to announce the 3rd Annual ESG Summit – with a twist! Join us to hear from asset owners, asset managers, thought leaders and researchers charging forward on environmental, social and governance (ESG) investing.
The Summit will be composed of three (3) virtual, interactive webcasts. The first two webcasts will each feature an exclusive keynote address followed by a multi-speaker panel session. In the third and final webcast, we invite you to turn on your cameras and participate in an interactive, topic-specific roundtable of your choosing. Attendees will dive deeper into the subject matter in small breakout rooms and explore concepts presented throughout the Summit. Registration includes all three webcasts in the virtual summit.
We have a great lineup in store for you – including distinguished keynote speakers Audrey Choi, Chief Marketing Officer & Chief Sustainability Officer at Morgan Stanley, Jeremy Grantham, Co-Founder of GMO, and Mary-Catherine Lader, Managing Director, Head of Aladdin Sustainability at BlackRock.
Reserve your spot now for the hottest annual CFAW conference on April 6, 7, and 8, 2021 from 11:30 AM to 1 PM and prepare to gain new perspectives, develop insights into unique challenges that exist in today’s financial markets, and connect with ESG stakeholders.
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

Agenda: 3rd Annual ESG Summit Agenda
Keynote Speakers:

Audrey Choi
Chief Sustainability & Chief Marketing Officer, 

Morgan Stanley

Jeremy Grantham

Grantham, Mayo, Van Otterloo & Co. (GMO) LLC

Mary-Catherine Lader

Head of Aladdin Sustainability,


All Speakers:

Jonathan Bailey, Managing Director, Head of ESG Investing, Neuberger Berman

Libby Bernick, CEO, Impact Cubed

Audrey Choi, Chief Marketing Officer & Chief Sustainability Officer, Morgan Stanley

Katie Schmitz Eulitt, Director of Investor Outreach, SASB

Sonja Gibbs, CFA, Managing Director & Head of Sustainable Finance, Global Policy Initiatives, Institute of International Finance

Will Goodhart, CEO, CFA Society UK

Jeremy Grantham, Co-Founder, Grantham, Mayo and van Otterloo (GMO) LLC

Mary-Catherine Lader, Head of Aladdin Sustainability, BlackRock

Matthew Malone, CFA, Managing Director, Real Estate, FS Investments

Stephanie Cohn Rupp, Principal & CEO, Veris Wealth Partners

Hannah Skeates, Co-head of Sustainable Investing, Wells Fargo Asset Management

Lauren Smart, Managing Director, Global Head of ESG Commercial, Trucost, part of S&P Global

John Streur, President and CEO, Calvert Research and Management

Gillian Tett, Chair of the Editorial Board and Editor-at-Large, US, Financial Times

Gabriel Thoumi, CFA, FRM, Head of Plastics Programme & Director of Financial Markets, Planet Tracker

Kevin Walsh, Principal, Groom Law Group

Nathalie Wallace, Head of ESG Strategy and Development, Mirova US

  • 4.5 CFA Institute PL Credit Hours
  • CFA Institute Competency Framework Skill: ESG Integration + Investment Strategy and Process
Thank You ESG Summit Sponsor:

Calvert Research & Management



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April 6, 2021: 11:30 am
April 8, 2021: 1:00 pm
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$ 25.00

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