4th Annual ESG Summit

CFA Society Washington, DC is happy to announce the return of the ESG Summit to a 1-day, in-person conference. We invite you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. 

The agenda includes continental breakfast, lunch, and multiple panel sessions that will be engaging and enlightening with a mix of discussions, Q&A, and Round Table Sessions. You’ll hear from asset managers, asset owners, regulators, and each other as roundtable discussions have been added to the agenda to further facilitate the sharing of best practices and networking. We have a great lineup in store for you – including distinguished keynote speakers Gillian Tett, Jeffrey Eckel and Geeta Aiyer, CFA. 

This 1-day summit will answer your questions in this ever-growing area, provide insight and tools to help you integrate sustainable investing practices and provide valuable connections with speakers and attendees. Reserve your spot now for the hottest annual CFAW conference 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, portfolio managers, analysts, multilateral organizations, institutional wealth managers, private wealth managers, financial advisors , government regulators, industry researchers, academia, members of mission-driven organizations and others who share a common interest in sustainable, responsible, and impact investing 

Agenda: ESG Summit Agenda

Keynote Speakers:

Speakers:

Adam Aderton, Co-Chief, Asset Management Unit, U.S. Securities and Exchange Commission

Geeta Aiyer, CFA, President, Boston Common Asset Management

Austin Alexander, Vice President, Sustainability and Social Impact, Xylem

Marina Baranovsky, Principal Owner, Scitus Consulting

Teresa Barger, Co-Founder and CEO, Cartica Management, LLC.

Brian Christiansen, CFA, Director, Stewardship and Senior Portfolio Manager, Sands Capital

Julie H. Dellinger, CFA, Board Chair, CFA Society Washington, DC

Ariane de Vienne, Global Head of Asset Owner Strategy, Institutional Shareholder Services (ISS)

Timothy Dunn, CFA, Chief Investment Officer, Terra Alpha Investments

Jeffrey Eckel, Chairman and Chief Executive Officer, Hannon Armstrong

Lauren Foster, Senior Writer, Barron’s

Ivan Frishberg, Senior Vice President and Chief Sustainability Officer, Amalgamated Bank

Mindy Frye, Institutional Portfolio Manager – Impact Investing, RBC Global Asset Management

Elizabeth Lewis, Managing Director and Deputy Head of ESG, Blackstone

Elizabeth King, President, ICE ESG & Chief Regulatory Officer, Intercontinental Exchange

Anthony Marrelli, CFA, CFA Society Washington, DC Board Member, Senior Vice President – Financial Advisor, RBC Wealth Management

Leslie Norton, Editorial Director, Sustainability, Morningstar

Colin Rusch, Managing Director, Senior Research Analyst And Head of Sustainable Growth & Research Optimization, Oppenheimer 

Chris Shelton, President, AES Next

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

Kristen Talman, Reporter, Moral Money, Financial Times

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

Karen Wawrzaszek, Regional President, BNY Mellon Wealth Management

Dan Winters, CRE, Head of Americas, GRESB

Glen K. Yelton, Head of Responsible Investment for the Americas, Invesco

Qualifications:

• 7 CFA Institute PL Credit Hours

• CFA Institute Competency Framework Skill:  ESG Integration & Industry Awareness 

 

After Early Bird Registration:

• CFAW Member: $175
• Non-Member: $225

Registration closes 5 p.m., April 14, 2022.

 

We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact events@cfawashington.org with any questions. 

 

Register Here

Thank You ESG Summit Sponsors:

Become a Sponsor:

• Review the Sponsor Prospectus.
• Contact Bethany Murphy at bmurphy@cfawashington.org

Thank you to our ESG Summit Supporters: