EVENT INFORMATION

 

ESG emerged as an alternative to mainstream investing over a decade ago and has since moved to the forefront of investors' minds and as a main topic of discussion in board rooms. With a concerted focus on climate change and social justice across the global economy, investors are no longer considering if they will be incorporating ESG into their asset allocation strategy, but rather, how.

The Institutional ESG Investment Summit | North America gathers over 100 senior investment, financial, and board level management professionals from across the U.S. and Canada to discuss practical adoption of ESG, the impact on portfolios and the evolution of the strategy. Join us for three half-days of this virtual event, featuring insightful keynote presentations, objective discussions between respected asset owners and interactive workshops that will provide you with a wealth of information so that you can confidently implement ESG strategies into your portfolio.

RESERVE YOUR FREE PLACE AT THE 2021 VIRTUAL SUMMIT

Contact us today to find out more about the Institutional ESG Investment Summit | North America.

Register your place for free at registration@clearpathanalysis.com or to discuss sponsorship opportunities please contact noelhillmann@clearpathanalysis.com

 

KEY BENEFITS OF PARTICIPATING

BENEFIT 1
Interactive and Informative :

Network and share ideas with like-minded portfolio and investment managers, pension managers and trustees and middle and back-office investment operation professionals.

BENEFIT 2
ESG Focused :

Come away from this specialist virtual gathering with fresh ideas, having explored the impact that environmental, social and governance factors are currently and will increasingly have on North American institutional asset owners investment portfolios and the third-party managers who serve them.

BENEFIT 3
Research-led Agenda :

Covering the very latest issues impacting your role to prepare you for emerging ESG opportunities and risks and emerging yield generations opportunities.

BENEFIT 4
Group Discussion Workshops :

Connect with your peers, to challenge your existing thinking and consider alternative approaches and environmental, social and governance based methodologies.

BENEFIT 5
Learn from Global Leaders :

A prestigious line-up of speakers examines the practical steps investment leaders of pension plans, insurers, and other institutional asset owners can take to boost returns and manage risk, through the appropriate use of ESG investment philosophy.

2021 SUMMIT SPEAKERS

SEE ALL SPEAKERS

2021 SUMMIT SPEAKERS

SEE ALL SPEAKERS

INDUSTRY PROFESSIONALS IN ATTENDANCE WILL INCLUDE:

Chief Investment Officers
Portfolio Managers
Investment Managers
Responsible Investment Analysts
Heads of Fixed Income
Chief Risk Officers
Heads of ESG
Heads of Change or Project Delivery
Managing Partners & Directors
Chief Operating Officers

Agenda

01:50 AM - 05:30 AM

DAY ONE – TUESDAY OCTOBER 12TH - DEFINING ESG AND IDENTIFYING OPPORTUNITIES 

01:50 AM - 02:00 AM

CHAIRMAN'S OPENING REMARKS

  • Noel Hillmann

    CEO

    Clear Path Analysis

02:00 AM - 02:40 AM

KEYNOTE PRESENTATION: Infrastructure and ESG: The crossroads of America’s future

  • Professor Richard Geddes

    Founding Director

    Infrastructure Policy, Cornell University

02:40 AM - 03:20 AM

PANEL DISCUSSION:  In search of uniformity: Defining and executing ESG investing standards across the industry

• Why is there such a challenge with establishing a set of ESG benchmarks
across the investment management industry?


• How can investors overcome the challenges of uniformity? Is it possible to
satisfy all ESG targets across the industry so that there is one template
used across the institutional investment community?


• Is it possible to establish standards that translate into measurable figures?

  • Karen Wawrzaszek

    Chair, Investment Committee

    Meyer Foundation

  • Eric Golberg

    Investment Committee Chair

    Evangelical Lutheran Church in America (ECLA) Foundation

  • Bhakti Mirchandani

    Director of Responsible Investing

    Trinity Church Wall Street

03:20 AM - 04:20 AM

ONE-TO-ONE MEETINGS AND BOARDROOM DISCUSSIONS

04:20 AM - 04:50 AM

KEYNOTE PRESENTATION: The physical effects of climate change and the importance of adapting your portfolio

Resilience Financing: The need for world adaptation to climate change; Why present investment in adaptation is woefully below estimated needs; Barriers to scaling investment: The difficulty in monetizing resilience activities, The lack of resilience standards, Complexity in forward-looking risk analysis; Using innovative financing mechanisms to scale investment and much greater PPP; Nature-based solutions and the promise for enhancing resilience and producing other co-benefits which may be more readily monetizable

 

Physical Risk Analysis: Complexities in conducting risk analysis; Expertise required in conducting physical risk assessment; The four types of data: hazard, exposure, financial and vulnerability data; Advances in physical risk assessment on multiple fronts 

  • Alex Bernhardt

    Head of ESG Research

    BNP Paribas Asset Management

04:50 AM - 05:30 AM

PANEL DISCUSSION: Public versus private market investments: The most effective way to implement ESG

• Do private or public market investments provide investors better control
over ESG implementation and compliance?


• What are the types of ESG-focused assets and structures for investors to
choose from?


• How can investors influence ESG compliance in each of these categories?
Do investors have more say on ESG policy and compliance in one camp
versus the other?

  • Don Lindsey

    Chief Investment Officer

    American Institutes for Research

  • Iva Parisi

    Director, Private Markets Investments

    Investment Management Corporation of Ontario

  • Emily Peterson Alva

    Board Member

    Mission Society of New York City

05:30 AM - 05:30 AM

END OF DAY ONE 

01:50 AM - 04:00 AM

DAY TWO - WEDNESDAY OCTOBER 20TH - USING STRATEGY AND IMPLEMENTATION

01:50 AM - 02:00 AM

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

02:00 AM - 02:40 AM

KEYNOTE PRESENTATION: The importance of mainstreaming climate considerations into all financial decision making

  • Scott Cantor

    Senior Financial Officer

    Capital Markets and Investments, Treasury

02:40 AM - 03:10 AM

KEYNOTE PRESENTATION: How to cut through the greenwash – What asset managers don’t want you to know

  • Nikita Singhal

    Co-Head of Sustainable Investment & ESG

    Lazard Asset Management

03:10 AM - 04:00 AM

PANEL DISCUSSION: Producing consistent returns: Implementation without sacrificing performance

• Implementing ESG does not mean sacrificing returns and profits


• What methods of implementing ESG are investors integrating into their
portfolios and how is that affecting returns?


• Which asset classes and investments structures are showing better
performance with the implementation of ESG?

  • Tom Masthay

    Director of Private Equity

    Texas Municipal Retirement System

  • Dwight Hopkins

    Director of ESG Research Initiative Center

    University of Chicago

  • Katherine Hill Ritchie

    Director and Board Member

    Nottingham Spirk Family Office

04:00 AM - 04:00 AM

END OF DAY TWO 

01:50 AM - 05:20 AM

DAY THREE - THURSDAY OCTOBER 28TH - THE PATH AHEAD OF INVESTORS 

01:50 AM - 02:00 AM

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

02:00 AM - 02:40 AM

PANEL AND AUDIENCE POLLING SESSION: THE PATH AHEAD FOR INVESTORS: A panel of market experts respond to audience polling responses and questions

• Will we see a uniform approach to ESG across the industry? How is it likely
that those standards and benchmarks will be established and adopted?


• What are investors doing today to avoid “greenwashing”?


• E has gotten a lot of focus, but is the industry going to focus more on the S
and G aspects of ESG in the near term?


• Is ESG the best vehicle to address the growing socioeconomic inequalities
created by the pandemic and can it be beneficial to society and investors
alike?


INSTITUTIONAL ESG INVESTMENT NORTH AMERICAN SUMMIT
DRAFT PROGRAM


• What role is technology playing in selecting ESG investments, and what
more can be done to improve its role?

  • Tarrell Gamble

    Trustee

    Alameda County Employees’ Retirement System

  • Andrew Collins

    Director of ESG Investing

    San Francisco Employees’ Retirement System

  • Jimmy Yan

    Special Counsel to the Chief Investment Officer, Bureau of Asset Management

    Office of the New York City Comptroller

  • Tom Heck

    Chief Investment Officer Emeritus

    Ball State University

02:40 AM - 03:10 AM

KEYNOTE PRESENTATION: Leveraging technology for institutional investors

A presentation about the commitment many asset owners have made to transition their investment portfolios to net-zero greenhouse gas (GHG) emissions by 2050. This is a case study of one pension fund’s journey to meet these critical stated goals and commitments, the INSTITUTIONAL ESG INVESTMENT NORTH AMERICAN SUMMIT DRAFT PROGRAM presentation explores solutions for navigating the challenges of multiple taxonomies and
limited, inconsistent, and difficult-to-compare data.

  • Christine Pishko

    Global Head of ESG Relationship Management for Asset Servicing

    BNY Mellon

03:10 AM - 04:10 AM

ONE-TO-ONE MEETINGS AND BOARDROOM DISCUSSIONS

04:10 AM - 04:50 AM

PANEL DISCUSSION: How can the industry encourage more diverse emerging managers that invest in ESG and practice ESG?

• Do institutional investors expect their external managers to practice ESG in
their own operations?


• What can institutional investors do to influence their managers so that they
do become more ESG-friendly?


• What positive changes could see among managers from the increased
influence by their institutional clients?

  • Ajit Singh

    Chief Investment Officer

    Houston Firefighters’ Relief and Retirement Fund

  • Eric Newman

    Trustee

    OPEB, City of Stamford

  • Tarrell Gamble

    Trustee

    Alameda County Employees’ Retirement System

04:50 AM - 05:20 AM

KEYNOTE PRESENTATION: Transformation through innovation: America’s first carbon-neutral state

  • James Leiman

    Commerce Commisioner

    State of North Dakota

05:20 AM - 05:20 AM

END OF DAY THREE AND THE 2021 SUMMIT

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Insurance Investor Live | North America 2021

EVENT DATE
1ST & 2ND DECEMBER 2021

Details
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EVENT

Institutional ESG Investment Summit 2021

EVENT DATE
15TH & 16TH SEPTEMBER 2021

Details
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REPORT

ESG Investing for Institutional Investors, North America 2020 Report

PUBLISHED
26th October 2020

Details
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REPORT

Environmental, Social & Governance Investing, Europe 2020 Report

PUBLISHED
26th October 2020

Details

GET IN TOUCH TODAY

 

CONTENT ENQUIRIES

DAVID GRANA

Content Producer

davidgrana@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRES

MILENA KOSTADINOVA

Marketing & Operations Executive

milenakostadinova@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com