EVENT INFORMATION

 

The premium in-person gathering for investors and institutional asset owners to discuss the development of ESG and sustainable investing.

The pandemic has served as a watershed moment for sustainability, underlining the fact that ESG investing does not in fact come at a cost, but rather can future-proof investments. We have seen mounting social pressure on asset owners, pushing them to consider how ESG factors may progressively impact financial return.

Growing numbers of institutional finance companies are examining how best to use the latest metrics, standards, and data to integrate ESG across all their portfolios. The need to develop a coherent strategy that will allow them to implement a market-leading strategy, and generate returns for stakeholders, has led the industry to find a universal dialogue around the ESG objectives.

The peer-led agenda developed for the Institutional ESG Investment Summit | North America 2022 will bring together a community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver strategic insights and guidance on how to design and integrate ESG investment plans. Tackling the hard hitting questions, like AI’s role in the future of ESG, or how to approach the ‘investor’s dilemma’ of divesting or engagement, this annual gathering returns in-person for its second edition.

REGISTER TO ATTEND THE 2022 SUMMIT IN-PERSON

 

KEY BENEFITS OF ATTENDING IN-PERSON

BENEFIT 1
In-Person Networking :

Meet like-minded professionals and industry innovators from across the North American ESG and sustainable investment sector, providing a fantastic opportunity to connect and engage with fellow asset owners and investment professionals.

BENEFIT 2
Emphasis on ESG :

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

BENEFIT 3
Engage with industry experts :

Have the chance to raise questions with our expert speakers during audience Q&A and designated networking breaks, as well as an opportunity to gain insight into the thoughts and aspirations of your peers through interactive talking table workshops.

BENEFIT 4
Focused agenda and prestige speakers :

We examine and challenge 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.

BENEFIT 5
Priority access to the bespoke report :

Receive a free copy of the annual ESG Investing for Institutional Investors, 2022 report featuring further industry perspectives and ideas.

SPEAKERS

SEE ALL SPEAKERS

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 (EDT time zone)

08:15 AM - 09:10 AM

BREAKFAST AND NETWORKING

09:10 AM - 09:20 AM

Chairman’s opening address

09:20 AM - 10:00 AM

KEYNOTE PRESENTATION: The Securities and Exchange Commission: the road to globally accepted ESG standards

  • Adam Aderton

    Chief of the Enforcement Division's Asset Management Unit

    The Securities and Exchange Commission

10:00 AM - 10:45 AM

PANEL DISCUSSION: Divest or Engage? The ESG investor’s dilemma: how to decide what is best for your portfolio

  • Adam Frankel

    City Commissioner and Board Member

    City of Delray General Employees Retirement Fund

  • Jimmy Yan

    Special Counsel to the CIO

    City of New York

10:45 AM - 11:15 AM

KEYNOTE PRESENTATION: Red, White and Green: is it important for the US to be a front runner in the fight for sustainable finance initiatives?

  • Gina Sanchez

    Board Member and ESG Specialist

    Los Angeles County Employees Retirement Association (LACERA)

11:15 AM - 11:30 AM

MORNING REFRESHMENTS & NETWORKING

11:30 AM - 01:15 AM

TALKING TABLE WORKSHOPS

STREAM 1 : 11:30 AM - 01:15 AM

WORKSHOP TABLE 1

STREAM 2 : 11:30 AM - 01:15 AM

WORKSHOP TABLE 2

STREAM 3 : 11:30 AM - 01:15 AM

WORKSHOP TABLE 3

STREAM 4 : 11:30 AM - 01:15 AM

WORKSHOP TABLE 4

01:15 PM - 02:05 PM

LUNCH

02:05 PM - 02:35 PM

FIRESIDE CHAT: Reflections on a career in ESG: combining green and sustainability bonds with credit risk analysis to create robust and scalable strategies

  • Kay Hope

    Head of Global ESG Research for Fixed Income and Credit Analysis

    Bank of America

02:35 PM - 03:00 PM

AUDIENCE POLLING SESSION: Formulating an asset-allocation strategy in times of crisis to ensure good governance and sustainable investment returns

03:00 PM - 03:45 PM

PANEL DISCUSSION: AI, Advanced analytics and data analysis: how to effectively use data in ESG benchmark analysis

  • Gina Hardy

    Chief Executive Officer

    North Carolina Joint Underwriting Association (NCJUA) and the North Carolina Insurance Underwriting Association (NCIUA)

  • Atiyah Curmally

    Principal Environmental Specialist

    International Finance Corporation

03:45 PM - 04:00 PM

AFTERNOON REFRESHMENTS & NETWORKING

04:00 PM - 04:30 PM

FIRESIDE CHAT: ‘Innovation’ as a new asset class: focused on culture and transformative innovation to formulate the digitalization trend into practical application

  • Toru Shindo

    Chief Investment Officer

    United Nations Joint Staff Pension Fund

04:30 PM - 05:10 PM

SPECIAL GUEST ADDRESS: Global drivers as an influence on the value of Investments: implementing ESG and a sustainable investing approach into the world’s most globally diversified pension fund

05:10 PM - 06:45 PM

END OF CONFERENCE & DRINKS RECEPTION

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Institutional Private Market Investments Summit | Europe 2022

EVENT DATE
30TH & 31ST MARCH 2022

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EVENT

Institutional ESG Investment Summit | Europe 2022

EVENT DATE
14TH SEPTEMBER 2022

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EVENT

Institutional Fixed Income Summit | North America 2022

EVENT DATE
25TH JANUARY 2022

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REPORT

ESG Investing for Institutional Investors | North America 2022

PUBLISHED
13 JUNE 2022

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

TESS COLEMAN

Operations Manager

tesscoleman@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com