2019 Agenda

9:30 a.m.

Registration opens

10:00 a.m. – 10:20 a.m.

Welcome and Mission: ESG, Impact & sustainable investing: Radically practical

Erika Karp, Founder and CEO of Cornerstone Capital Group – a fast-growing RIA dedicated to serving sustainable and impact investors – will kick off the conference by making the case for the integration of environmental, social and governance considerations into investment analysis. Erika views the discipline of ESG analysis as essential to understanding the full range of material factors that can affect corporate performance, and as a core element of fiduciary duty for finance professionals. She will share her vision for a regenerative and inclusive global economy, one in which capitalism is transformed from a dirty word to a tool to heal the world.


Erika Karp, Founder and CEO, Cornerstone Capital Inc.


10:20 a.m. – 10:50 a.m.

Panel: The new metrics: Making sense of ESG ratings

Quality data about companies’ Environmental, Social and Governance (ESG) practices is critical for effective investment analysis, but the lack of standardization and transparency in ESG reporting and scoring presents major challenges for investors. Third-party ESG data providers play an important role, but there are limitations in terms of differing methodologies which can lead to variance in scores. Our panel of leading ESG data providers will walk through the fundamentals of ESG ratings available to investors and help advisers understand its limitations as well as the challenges of using any single provider.


Jon Hale, Global Head of Sustainability Research, Morning Star


Hendrik Bartel, CEO and Co-Founder - Truvalue Labs

Brett Wayman, VP, Impact Investing - Envestnet

Nathalie Wallace, Global Head of ESG Investment Strategy - State Street Global Advisors

10:50 a.m. – 11:20 a.m.

Fireside Keynote: Identifiying and aligning portfolios to the UN’s Sustainable Development Goals

- What are the UN’s SDGs and why do they matter? - Investing opportunities, and challenges, created by the SDGs. - How leading asset managers are aligning ESG, impact and sustainable investing strategies to sustainable development goals.


Dylan Emery, Group Editorial Director, Head of Research and Co-Founder, Last Word Media


Andrew Lee, Head of Sustainable and Impact Investing, UBS Americas

Alexandra Russo, Sustainable Investing Product Specialist, Allianz Global Investors

11:20 a.m. – 11:50 a.m.

Panel: How to jumpstart your ESG communications strategy

As the demand for impact investment opportunities continues to grow, so does the increased responsibility on advisers to develop stronger investor education programs, increase transparency and adopt more precisely-defined metrics for measuring impact. ESG and impact investors, primarily motivated by moving the needle on specific environmental, social and governance issues, while also pursuing financial returns are increasingly flexing their purchasing power with advisers. It’s important therefore for investment advisers to understand that each client has views that are unique and diverse, requiring flexibility and customization to support each client's goals. This panel will explore best in practice communication strategies for a more meaningful and effective client engagement experience.


Jon Hale, Global Head of Sustainability Research - Morningstar


Colleen Denzler, Investor, Smith Capital Investor

Marguerita Cheng, CEO, Blue Ocean Global Wealth

Max Mintz, Partner, Common Interests Financial

11:50 a.m. – 12:30 p.m.

Panel: Putting ESG into action. Best practices from financial advisers

Forward-thinking advisers are approaching sustainable investing as both an art and a science. Hear from a panel of industry leaders on how they stay ahead of the curve -managing the client conversation, identifying the appropriate strategies and managing for results - while delivering the client experience that is highly personalized and sustainable.


Tim Williams, Director of Educational Initiatives - Money Management Institute


Steve Distante, CEO - Vanderbilt Financial Group

Jennifer Kenning, CEO - Align Impact

Noreen L. Gillen, AVP, Wealth Management Advisor - The Snyder/Balducci Group - Merrill Lynch Wealth Management

12:30 p.m. – 1:50 p.m.

Networking lunch


1:50 p.m. – 2:30 p.m.

Panel: Growth Opportunities in Frontier Markets: Accessing NextGen Investment Opportunities

Dynamism, innovation, hunger, an appetite for risk and an opportunity for ROI—these are the traits that have come to define NextGen businesses. But these businesses, typically SMEs, are becoming associated more and more with a new trait—as engines of SDG achievement. NextGen businesses are advancing investable solutions in financial services, tech innovation and clean energy, and they are doing it in the world’s toughest markets. If they can access the capital (beyond the levels of microfinance) that can enable them to scale, then their profitability can be tied to transformative change and sustainable development in the areas that need it the most. This panel will explore the role that the United Nations is playing in catalysing investment for NextGen SMEs to help them become bankable and to ensure that the SDGs reach the “last mile”.


Esther Pan Sloane, Head of Partnerships, Policy and Communications – United Nations Capital Development Fund


Jaffer Machano, Global Programme Manager for the Municipal Investment Finance Programme – United Nations Capital Development Fund

Jean Philippe de Schrevel, Founder and Managing Partner, Bamboo Capital Partners

2:30 p.m. – 3:00 p.m.

Spotlight Session: How to grow your AUM practice by adding sustainable investing models


Dylan Emery, Group Editorial Director, Head of Research & Co-Founder- Last Word Media UK Ltd


Jeffrey L. Gitterman, Co-Founding Partner - Gitterman Wealth Management

3:00 p.m. – 3:20 p.m.

ESG Latest Research from Last Word Media

Sustainable investing is not just taking off in the US: the rest of the world is also following suit. For example, Northern Europe is practically an ESG-only zone, while in the south, end clients are only starting to talk about sustainability. Dylan Emery, head of research for Last Word (Europe/Asia sister company to Investment News) will give a brief overview about how professional investors in Europe and the UK have been moving towards ESG, what problems they have encountered and what solutions they have found.


Dylan Emery, Group Editorial Director, Head of Research & Co-Founder - Last Word Media UK Ltd

3:20 p.m. – 4:00 p.m.

Panel: The future of ESG integration

- Best practices for integrating ESG, impact and sustainable investing across a variety of investing strategies.- How ESG integration is becoming mainstream and what it means for financial advisers and their clients.


Liz Skinner, Special Projects Editor, InvestmentNews


Robert Smith, President & CIO - Sage Advisory Services

Vishal Khanduja, Director of IGFI Portfolio Management and Trading, Calvert Research and Management

Rich Messina, Senior Vice President of Investment Product Management, E*TRADE

4:05 p.m. – 4:20 p.m.

FORUM ROUND-UP: Next steps for advancement of ESG/impact investing

- Key takeaways from this year’s forum.- What topics would you like to hear about at EIF 2020?- Tweet your pledge: Making your pledge for change.- Given the content and insights shared, attendees are asked to pledge what they will implement and/or take back to their businesses.


Dylan Emery, Group Editorial Director, Head of Research and Co-Founder, Last Word Media

4:20 p.m.

Conference concludes

*This is the event draft agenda. Sessions and timings are subject to change in the lead up to the event.

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