| 8:00 AM
- 8:45 AM |
Registration and Networking Breakfast
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| 8:45 AM
- 8:50 AM |
Opening Remarks
Hugh Wheelan, Managing Editor, Responsible Investor
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| 8:50 AM
- 9:20 AM |
Keynote Presentation: Marcel Jeucken, Managing Director Responsible Investment, PGGM
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| 9:20 AM
- 10:05 AM |
Bridging the Gap Between Investor ESG Requirements and CSR Reporting
Are investors and corporates from different planets? Investors say they use very little CSR data and companies don’t understand why not. Will integrated/narrative reporting and corporate governance initiatives bring the two groups closer together? How is CSR/ESG communication/information going to develop?
Mike Krzus, Sustainability Consultant
George Serafeim, Assistant Professor of Business Administration, Harvard Business School
Marcel Jeucken, Managing Director Responsible Investment, PGGMModerator: Hugh Wheelan, Managing Editor, Responsible Investor
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| 10:05 AM
- 10:50 AM |
Panel: Risks and Returns in US Social/Impact Investing
Social investing has been around for some time. Impact investing is the new kid on the block. What’s the difference? How are investors putting money to work in US social/impact investing projects. What are the social risks US investors are faced with more broadly? What is the future of social investing in capital markets?
Laura Berry, Executive Director, ICCR
Robert Zevin, Chairman, Chief Investment Officer and Portfolio Manager, Zevin Asset Management
Scott J. Budde, Managing Director, Global Social + Community Investing, TIAA-CREF
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
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| 10:50 AM
- 11:10 AM |
Coffee/Tea Break
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| 11:10 AM
- 11:55 PM |
Panel: Dodd Frank - Beaten Up and Kicked to the Curb?
When the Wall Street Reform and Consumer Protection Act was passed, investors thought their ownership rights were finally getting recognised. Since then, results have been poor on board leadership and diversity, say-on-pay, proxy access, majority voting, political contributions, corporate disclosure and ratings agency reform. Has Dodd-Frank been well and truly mugged?
Keith Johnson, Chairman, Reinhart Institutional Investor Services
Benjamin Hinerfeld, Deputy City Solicitor, City of Philadelphia Law Dept, Pension & Investment Unit
Michael Garland, Executive Director for Corporate Governance, New York City Comptroller’s Office
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
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| 11:55 AM
- 12:40 PM |
Panel: Engagement in the US -- Are shareholder rights an oxymoron and is engagement the answer?
Is it still worth voting in US AGMs, if so, why? Corporate engagement, say investors, is the strategy for getting real corporate change, so where’s it at in the US, who’s doing engagement and how effective and accountable is it? Julie Tanner, Assistant Director of SRI, Christian Brothers Investment Services
Dr. Kimberly Gladman, CFA, Director of Research & Risk Analytics, GovernanceMetrics International
Bill Dempsey, Director, Capital Stewardship Program, UFCW
Moderator: Graham Sinclair, Principal, SinCo
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| 12:40 PM
- 1:10 PM |
Keynote Presentation: Thomas DiNapoli, New York State Comptroller
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| 1:10 PM
- 2:00 PM |
Lunch
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| 2:00 PM
- 2:15 PM |
Keynote Presentation: Daniel L. Doctoroff, President & CEO, Bloomberg LP
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| 2:15 PM
- 3:00 PM |
Panel: Can Fossil Fuels Really Fit in a Sustainable Portfolio?
The natural gas boom faces the issue of hydraulic fracturing. Fossil fuels still make up a large part of ‘responsible, environmentally aware’ investor portfolios despite the danger to spiralling C02 emissions. Can these positions be reconciled?
Andrew Logan, Director of Oil & Gas, Ceres
Dr Richard Liroff, Executive Director, Investor Environmental Health Network
Rod Parsley, Partner, Perella Weinberg Partners
Moderator: Alex Lamb, Vice President, Trucost |
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| 3:00 PM
- 3:45 PM |
Panel: Clean Tech, Water and Green Infrastructure Risks and Opportunities
Are there any chinks of light for renewables in US politics? Is green infrastructure the way to foster sustainable domestic growth? What are the low carbon technologies that are making the running? What are the most pressing future resource issues around water and waste?
Kirsty Jenkinson, Director, Markets and Enterprise Program, World Resources Institute
Tony Campos, Senior Executive, Responsible Investment, FTSE Group
Gerard van Baar, Managing Director Centre for Finance & Sustainability, Holland Financial CentreModerator: Craig Metrick, Principal, US Head of Responsible Investment, Mercer
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| 3:45 PM
- 4:15 PM |
Coffee/Tea Break
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| 4:15 PM
- 5:00 PM |
Panel: The Reality of Integrating ESG Into Portfolios
The topic is ubiquitous, but how are asset owners and asset managers really using ESG information in investment portfolio decisions: what is material to risk and returns, what isn’t and what’s actually being put into the investment food chain?
Peter Webster, Executive Director, EIRIS
Darragh Gallant, Director of Institutional Relations, North America, Sustainalytics
Alka Banerjee, Vice President Strategy and Global Equity Indices, S&P Indices
Moderator: Curtis Ravenel, Global Head, Sustainability Initiatives, Bloomberg LP
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| 5:00 PM
- 6:00 PM |
PRI Debate: What's Holding ESG/Sustainability Back from Becoming Mainstream?
Is it the politics, the status quo or the data quality? Maybe ESG is just not practical/realistic/serious enough to become mainstream. Perhaps it’s destined to stay niche? Can it afford to? We debate the state of play.
Roger Urwin, Global Head of Investment Content, Towers Watson
Jay Youngdahl, Trustee, Middletown Works VEBA; Partner, Youngdahl & Citti, P.C.
Michael Burns, Executive Vice President, PIMCO
Vonda Brunsting, Deputy Director, Capital Stewardship Program, SEIU
Moderator: Rob Lake, Director of Strategic Development, UNPRI
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| 6:00 PM
- 7:30 PM |
Cocktails and Networking
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