Committing to change, creating value, and driving growth

 

The Responsible Investment Forum brings together the most sophisticated institutional investors, fund managers, consultants and highly recognized associations to discuss effective ESG strategies that balances the world’s sustainability with enhanced returns on investments.

ESG issues are at the heart of all PEI’s editorial coverage, with our reporters consistently following and scrutinizing the ways in which managers in the US are adopting responsible investment practices and what LPs are looking for as they consider investing in private equity. PEI continues to prove itself as a thought-leader in this area, and is at the forefront of covering the growth of ESG in North American private equity.

Key topics and issues will include:

  • Enhancing your ESG program
  • Collaborating with stakeholders on ESG initiatives
  • Diversity and equity as a business imperative
  • Next steps in ESG reporting
  • Data integration
  • Moving the needle to net zero
  • Compliance and regulatory best practices
  • ESG in private debt
  • Addressing the social issue of climate change

 

  • Avoiding greenwashing
  • Tracking impact and selecting KPIs
  • New solutions in technology
  • Investing with impact
  • ESG disclosures to investors and the public
  • Attracting ESG talent
  • Due diligence best practices
  • Governing and monitoring portfolio companies
  • Human rights: the next ESG issue

Leading the way in responsible investment practices

Connect with
investors

Understand how LPs are benchmarking corporate governance and how it impacts the manager selection process.

Hear from corporate
governance leaders

Learn how to manage and monitor an ESG policy that aligns with your primary responsibility of delivering returns to investors.

Join the
discussion

Get involved in a community dedicated to creating more sustainable value, brought together over the past seven years by PEI and UN PRI.

Thanks to our sponsors

Testimonials

“I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as we…

Read full testimonial

“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…

Read full testimonial

“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. T…

Read full testimonial

We are excited to host the Responsible Investment Forum: San Francisco 22 at the JW Marriott.

We have a room block for attendees at a discounted rate. To reserve your room at the hotel at the discounted rate, please use the link below before Monday, August 22nd.

Book a room

 

 

 

The Responsible Investment Forum San Francisco offers a unique opportunity for organizations to raise their profile by meeting with the largest gathering of investors, fund managers and organizations shaping the future of ESG in private equity.

For exclusive sponsorship packages,
contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.

The Responsible Investment Forum: San Francisco will take place on September 14 – 15, 2022 at the JW Mariott in San Francisco.

For agenda information or to inquire about speaking opportunities, please contact Erin Wolfe at erin.w@peimedia.com

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 14th

Registration and breakfast
08:30 - 09:45

Registration and welcome breakfast

Welcome and opening remarks
09:45 - 09:50

PEI welcome

09:50 - 10:00

Chair's remarks

Plenary sessions
10:00 - 10:40

Building and enhancing your ESG program

Ryan Werffeli , Michael Altschuler, Daniel Ingram, Sanaz Raczynski, Paul Yett
  • Constructing a diverse portfolio
  • Investor allocation and segment demands
  • ESG influences when sourcing deals
  • Setting DE&I goals
  • Addressing short- and long-term ESG risks
  • Consistent and comparable ESG data considerations
  • Identifying greenwashing

Moderator:
Ryan Werffeli, Chief Operating Officer, Malk Partners

Panelists:
Michael Altschuler, Chief Administrative Officer & General Counsel, Comvest Partners
Daniel Ingram, Senior Vice President, ESG Lead, Wilshire Associates
Sanaz Raczynski, Head of Sustainability, Kohlberg & Company
Paul Yett, Managing Director, Hamilton Lane

A speaker photo for Ryan Werffeli

Ryan Werffeli

Chief Operating Officer, Malk Partners

Read bio
A speaker photo for Michael Altschuler

Michael Altschuler

Chief Administrative Officer & General Counsel, Comvest Partners

Read bio
A speaker photo for Daniel  Ingram

Daniel Ingram

Senior Vice President, ESG Lead, Wilshire Associates

Read bio
A speaker photo for Sanaz  Raczynski

Sanaz Raczynski

Head of Sustainability, Kohlberg & Company

Read bio
A speaker photo for Paul Yett

Paul Yett

Director of ESG & Sustainability, Hamilton Lane

Read bio
10:40 - 11:20

Tackling the social issue of climate change and net zero

Ryan Miller
  • Setting targets for PE firms and their portfolio companies
  • Consistent approaches for clarity and consistency
  • Creating an expedited reduction plan
  • Using standard metrics and customize reporting
  • Strategies to address the risk of climate change
  • Integrating technology and business models to produce impactful climate solutions

Moderator:
Ryan Miller, SVP & GM, Global Financial Services, Persefoni

A speaker photo for Ryan  Miller

Ryan Miller

SVP & GM, Global Financial Services, Persefoni

Read bio
Networking break
11:20 - 11:50

Networking break

Keynote address
11:50 - 12:15

Keynote address

Plenary session
12:15 - 13:00

Human rights: Addressing the next ESG issue – Human Capital Management

Michael Littenberg, Kathryn Mohan McDonald
  • Understanding and identifying human rights issues
  • Raising the level of awareness
  • Effective due diligence on human rights issues within a portfolio company
  • Mitigating legal and reputational risks
  • Analyzing companies in the supply chain

Moderator:
Michael Littenberg, Partner, Ropes & Gray

Panelists:
Kathryn Mohan McDonald, Co-Founder, Head of Investments & Sustainability, RadiantESG

A speaker photo for Michael Littenberg

Michael Littenberg

Partner, Ropes & Gray

Read bio
A speaker photo for Kathryn Mohan McDonald

Kathryn Mohan McDonald

Co-Founder, Head of Investments & Sustainability, RadiantESG

Read bio
Networking lunch
13:00 - 13:50

Networking lunch

Breakout sessions
13:50 - 14:45

Track A: Next steps in ESG reporting

Catherine Isabelle, Julia Jaskolska
  • Rules around climate disclosure
  • ESG data conversion project
  • Mitigating risk in portfolio management
  • Measuring and assessing ESG performance over time
  • Understanding the abundance of ESG frameworks

Moderator:
Bryce Klempner, Managing Director, HarbourVest Partners

Panelists:
Catherine Isabelle,
Senior Director, Responsible Investment, PSP Investments
Julia Jaskolska, Co-Investments & ESG Lead, Calpers

A speaker photo for Catherine Isabelle

Catherine Isabelle

Senior Director, Responsible Investment, PSP Investments

Read bio
A speaker photo for Julia Jaskolska

Julia Jaskolska

Co-Investments & ESG Lead, Calpers

Read bio
13:50 - 14:45

Track B: Investing with impact

  • Defining and demonstrating impact investing
  • Understanding impact performance
  • LP commitments
  • Key elements of reporting
  • Identifying ‘impact washing’
  • Best practices for impact measurement and impact management
Breakout sessions
14:45 - 15:30

Track A: ESG in private credit

Sonia Rocher
  • ESG integration within the private debt strategy
  • Incorporating ESG factors into investment decisions
  • Managing ESG-related risks and opportunities
  • Transparency and accountability solutions

Panelists:
Sonia Rocher, Managing Director, Blackrock

A speaker photo for Sonia Rocher

Sonia Rocher

Head of Private Debt Research and Execution, BlackRock

Read bio
14:45 - 15:30

Track B: Integrating ESG in the venture capital space

Peter Dunbar
  • Due diligence expectations
  • The role of DEI in the VC space
  • Diversifying investment solutions
  • Quantitative and qualitative metrics to track progress

Moderator:
Peter Dunbar, Head of Private Equity, UNPRI

A speaker photo for Peter Dunbar

Peter Dunbar

Head of Private Equity, UNPRI

Read bio
Networking break
15:30 - 15:55

Networking break

Interactive masterclasses
15:55 - 17:15

1. Best practices for disclosing ESG to investors and the public

15:55 - 17:15

2. Data integration

15:55 - 17:15

3. Attracting ESG talent

15:55 - 17:15

4. Due diligence best practices

15:55 - 17:15

5. Building a carbon program – greenhouse gas protocol

Mike Galeski

Panelists:
Mike Galeski, Climate Solutions Consultant, Persefoni

A speaker photo for Mike Galeski

Mike Galeski

Climate Solutions Consultant, Persefoni

Read bio
Networking reception
17:15 - 18:15

Cocktail reception

18:15 - 18:15

End of Day 1

Agenda

Day 2 - Thursday 15th

Registration and breakfast
08:30 - 09:30

Networking breakfast

Welcome and opening remarks
09:30 - 09:40

Chair's remarks

Keynote
09:40 - 10:05

Opening keynote

Plenary sessions
10:05 - 10:45

The Greenwashing Test: How are you doing?

Paul Barker

Insights for investors on how best to identify these managers through understanding language, looking for jumps in data, and clarifying the small details.

  • How to avoid greenwashing in marketing promotions and in disclosures.

Panelists:
Paul Barker, Partner, ESG & Impact, Kirkland & Ellis

A speaker photo for Paul Barker

Paul Barker

Partner, ESG & Impact, Kirkland & Ellis

Read bio
10:45 - 11:15

Venture & ESG: How they work in tandem

Chase Wisnowski
  • With so much free capital in VC firms, how are we utilizing fund to allocate towards greener strategies?
  • How the two areas are causing disruption in the market and what this means in the next year
  • Continuing to Invest with Impact as ESG Becomes More Common

Moderator:
Chase Wisnowski, Vice President, Malk Partners

A speaker photo for Chase Wisnowski

Chase Wisnowski

Vice President, Malk Partners

Read bio
11:15 - 11:55

Diversity and equity as a business imperative

Dörte Höppner, Jennifer Lin
  • The relationship between DEI and operating performance
  • Steps to increase gender and minority representation: recruitment and retention
  • Establishing and enhancing initiatives
  • Creating a culture that supports inclusion
  • Talent management priorities

Panelists:
Dörte Höppner,
Chief Sustainability Officer/Managing Director, Fundraising and Investor Relations, The Riverside Company
Jennifer Lin, Chief Compliance Officer, Fundamental Advisors

A speaker photo for Dörte Höppner

Dörte Höppner

Chief Sustainability Officer/Managing Director, Fundraising and Investor Relations, The Riverside Company

Read bio
A speaker photo for Jennifer Lin

Jennifer Lin

Chief Compliance Officer, Fundamental Advisors

Read bio
Networking break
11:55 - 12:25

Networking break

Plenary sessions
12:25 - 13:05

Compliance and regulatory best practices

  • Avoiding greenwashing
  • Compliance risks associated with ESG investing
  • Steps and strategies to ensure ESG compliance
  • Conducting internal reviews of ESG-related disclosures
  • Strategies to streamline reporting across multiple investments
  • Positioning your firm for maximum efficiency when reporting becomes mandatory
12:45 - 13:30

Governing and monitoring portfolio companies

Sofia Martos
  • KPIs with ESG-linked value creation
  • Effective ESG models to develop companies and bring change
  • Creating a robust framework for monitoring, engagement, and reporting
  • Leading by example via internal ESG policies and measures
  • ESG demands of portfolio companies

Moderator:
Sofia Martos, Partner, ESG & Impact, Kirkland & Ellis

A speaker photo for Sofia Martos

Sofia Martos

Partner, ESG & Impact, Kirkland & Ellis

Read bio
Lunch
13:45 - 14:45

Closing luncheon and end of conference

Michael Altschuler

Chief Administrative Officer & General Counsel, Comvest Partners

Michael serves as Chief Administrative Officer & General Counsel, and is responsible for Comvest’s administrative operations and legal function. Prior to joining Comvest, Michael spent five years as the general counsel and corporate secretary for… Read full bio

Lara Banks

Managing Director and Co-Head of Private Equity, Makena Capital

Lara Banks, a Managing Director, is co-head of Makena’s Private Equity team, responsible for day-to-day portfolio management and manager selection across private equity and venture investments. Lara is also a member of Makena's Investment Committee.… Read full bio

Paul Barker

Partner, ESG & Impact, Kirkland & Ellis

Paul is a partner in the Bay Area office of Kirkland & Ellis LLP and a member of the Firm’s ESG & Impact Practice Group, which advises some of the world’s most sophisticated private equity firms, corporations, and project sponsors and lenders… Read full bio

Peter Dunbar

Head of Private Equity, UNPRI

Peter Dunbar is a Private Equity Senior Specialist within the PRI’s Investment Practices team. Peter has 20 years experience in the asset management industry, and before joining PRI, was a Senior Manager in the private markets team of Capital Group f… Read full bio

Colin Etnire

Head of ESG, BC Partners

Colin Etnire joined BC Partners in New York in 2020. Previously, Colin spent 4 years at The Carlyle Group as an ESG analyst where he worked under the Chief Sustainability Officer to implement an ESG program across Carlyle’s $221 billion AUM platform.… Read full bio

Mike Galeski

Climate Solutions Consultant, Persefoni

Mike serves as a Climate Solutions Consultant at Persefoni where he works with private equity firms and their portfolio companies to calculate GHGP and PCAF aligned emissions inventories using Persefoni’s software. Mike joined Persefoni from the Capi… Read full bio

Dörte Höppner

Chief Sustainability Officer/Managing Director, Fundraising and Investor Relations, The Riverside Company

Dörte Höppner is the Chief Sustainability Officer of The Riverside Company and heads up global ESG initiatives for the firm. In addition, she leads the firm’s European fund raising and investor relations activities. An economist by training, Dörte jo… Read full bio

Daniel Ingram

Senior Vice President, ESG Lead, Wilshire Associates

Based in Santa Monica, California, Daniel helps advise institutional asset owners on how to protect and grow long-term capital by integrating Environmental Social and Governance (ESG) risks and opportunities into investment decisions. Daniel facilita… Read full bio

Catherine Isabelle

Senior Director, Responsible Investment, PSP Investments

Catherine Isabelle is Senior Director, Responsible Investment at the Public Sector Pension Investment Board (PSP Investments). In this role, Catherine leads a team of professionals responsible for the integration of environmental, social and governan… Read full bio

Julia Jaskolska

Co-Investments & ESG Lead, Calpers

Julia Jaskólska (Co-Investments & ESG Lead at CalPERS Private Equity) is responsible for ESG efforts across CalPERS’ Private Equity Portfolio and works on evaluating Private Equity co-investments. In her ESG role she has been spearheading industr… Read full bio

Jennifer Lin

Chief Compliance Officer, Fundamental Advisors

Jennifer Lin is the Chief Compliance Officer, Chair of the DEI Committee of Fundamental, and a member of the Senior Management Team. Prior to joining Fundamental in 2021, Ms. Lin was Director of Compliance and ESG Officer at Rhône Group, where she wa… Read full bio

Michael Littenberg

Partner, Ropes & Gray

Michael Littenberg advises a significant number of leading companies, managers and asset owners on ESG, CSR, Business and Human Rights and supply chain compliance matters. Michael has advised on these matters for more than 30 years and is widely view… Read full bio

Sofia Martos

Partner, ESG & Impact, Kirkland & Ellis

Sofia is a partner in the Los Angeles office of Kirkland & Ellis LLP and member of the Firm’s ESG & Impact Practice Group, which advises some of the world’s most sophisticated and dynamic private equity firms, corporations, and project sponso… Read full bio

Ryan Miller

SVP & GM, Global Financial Services, Persefoni

Ryan leads Persefoni's Financial Services division which includes strategy, product, development, sales and go-to-market functions. Prior to Persefoni, he spent seven years at Malk Partners, a boutique management consultancy that works exclusively wi… Read full bio

Kathryn Mohan McDonald

Co-Founder, Head of Investments & Sustainability, RadiantESG

Kathryn is the co-founder of RadiantESG Global Investors, a female-owned, independent asset management firm focused on next generation ESG and impact investment opportunities for institutional and wealth management clients worldwide. She was previous… Read full bio

Sanaz Raczynski

Head of Sustainability, Kohlberg & Company

Sanaz Raczynski is a Managing Director and Head of Sustainability at Kohlberg. Sanaz is an active participant on Kohlberg’s investment team, reporting to the Chief Investment Officer. She sets the sustainability strategy and drives the implementation… Read full bio

Sonia Rocher

Head of Private Debt Research and Execution, BlackRock

Sonia Rocher is a Managing Director in BlackRock Private Credit Strategies. She is a senior investment professional and Portfolio Manager in European Private Debt. She joined BlackRock in 2015 as a founding member of the European Private Debt platfor… Read full bio

Delilah Rothenberg

Co-Founder & Executive Director, The Predistribution Initiative

Delilah Rothenberg is a Co-Founding Partner and the Executive Director of the Predistribution Initiative (PDI), a multi-stakeholder non-profit organization designed to support investors in aligning their investment governance, financial analysis, and… Read full bio

Paul Yett

Director of ESG & Sustainability, Hamilton Lane

Paul is a Managing Director at Hamilton Lane, based in the firm’s San Francisco office, where he currently serves as the Director of ESG & Sustainability. In this role, he is responsible for managing the firm’s ESG integration efforts across inve… Read full bio

Ryan Werffeli

Chief Operating Officer, Malk Partners

Ryan Werffeli is the Chief Operating Officer of Malk Partners, a leading boutique consulting firm focused on ESG and Impact Advisory for the Private Markets. An early employee at Malk, Ryan has helped lead the firm as it scaled from 8 to 80 employees… Read full bio

Chase Wisnowski

Vice President, Malk Partners

Chase Wisnowski is a Vice President at Malk Partners, a leading boutique consulting firm focused on ESG and Impact Advisory for the Private Markets. Chase has worked with Malk for approximately four years, working on over 150 buyout ESG due diligence… Read full bio