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 Virtual Summit North America 2021 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 SUMMIT

Contact us today to find out more about the Institutional ESG Investment Summit North America 2021.

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 2021 challenges

BENEFIT 4
Group Discussion Workshops :

Connect with your peers, to challenge your existing thinking and consider alternative approaches

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

13:50 - 18:00

DAY ONE – TUESDAY OCTOBER 12TH

Defining ESG and identifying opportunities 

13:50 - 14:00

CHAIRMAN'S OPENING REMARKS

  • Noel Hillmann

    CEO

    Clear Path Analysis

14:00 - 14:40

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

  • Professor Richard Geddes

    Founding Director

    Infrastructure Policy, Cornell University

14:40 - 15:20

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

  • 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

15:20 - 16:20

ONE-TO-ONE MEETINGS AND BOARDROOM DISCUSSIONS

16:20 - 16:50

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

  • Alex Bernhardt

    Head of ESG Research

    BNP Paribas Asset Management

16:50 - 17:30

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

  • Don Lindsey

    Chief Investment Officer

    American Institutes for Research

17:30 - 18:00

END OF DAY ONE AND FURTHER NETWORKING TIME

13:50 - 18:00

DAY TWO - WEDNESDAY OCTOBER 20TH

Using strategy and implementation

13:50 - 14:00

CHAIRMAN'S OPENING REMARKS

  • Noel Hillmann

    CEO

    Clear Path Analysis

14:00 - 14:40

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

  • Scott Cantor

    Chief Infrastructure Office

    World Bank Group

14:40 - 15:20

ON-SCREEN WORKSHOPS: Multiple Workshops hosted via video in a virtual boardroom format, on trending topics

15:20 - 16:20

ONE-TO-ONE MEETINGS AND BOARDROOM DISCUSSIONS

16:20 - 16:50

KEYNOTE PRESENTATION: Title to be confirmed

  • Nikita Singhal

    Co-Head of Sustainable Investment & ESG

    Lazard Asset Management

16:50 - 17:20

PANEL DISCUSSION: Producing consistent returns: Implementation without sacrificing performance

  • Tom Masthay

    Director of Private Equity

    Texas Municipal Retirement System

  • Dwight Hopkins

    Director of ESG Research Initiative Center

    University of Chicago

17:20 - 18:00

END OF DAY TWO AND FURTHER NETWORKING TIME

13:50 - 18:00

DAY THREE - THURSDAY OCTOBER 28TH

The path ahead of investors

13:50 - 14:00

CHAIRMAN'S OPENING REMARKS

  • Noel Hillmann

    CEO

    Clear Path Analysis

14:00 - 14:40

PANEL AND AUDIENCE POLLING SESSION: A panel of market experts respond to audience polling responses and questions

  • Tarrell Gamble

    Trustee

    Alameda County Employees’ Retirement System

  • Andrew Collins

    Director of ESG Investing

    San Francisco Employees’ Retirement System

14:40 - 15:10

KEYNOTE PRESENTATION: The Climate and ESG Task Force and the impact on financial firms and investors

15:10 - 16:10

ONE-TO-ONE MEETINGS AND BOARDROOM DISCUSSIONS

16:10 - 16:50

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

  • Ajit Singh

    Chief Information Officer

    Houston Firefighters’ Relief and Retirement Fund

  • Eric Newman

    Trustee

    OPEB, City of Stamford

  • Tarrell Gamble

    Trustee

    Alameda County Employees’ Retirement System

16:50 - 17:20

KEYNOTE PRESENTATION: The global economic impact of climate change and the investment case to support positive outcomes

17:20 - 18:00

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

NICK BUNDEVSKI

Marketing & Operations Executive

nikolabundevski@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com