Private Equity
International
International
Responsible Investment Forum San Francisco 2023
19 - 20 September 2023,
JW Marriott, San Francisco
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.
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.
2022 Speakers
Interested in sponsoring Responsible Investment Forum?
Shake hands with prominent global institutional investors, fund managers, consultants, and highly recognised associations to build effective ESG strategies focused on value creation and ROI.
3 global opportunities to:
- Raise your visibility as a figurehead in a crowded ESG market and align your brand with PEI’s global and diverse event portfolio.
- Differentiate your brand and stand out from your competitors by collaborating as a thought leader across leading global ESG events in private equity, infrastructure, and private debt.
- Raise your reputation as an expert in ESG amongst existing and future clients.
- Get ahead of ESG and impact fund regulations and be the go to provider in industry developments setting you apart from your competitors.
Get in touch with us today and let us put your company at the forefront of the industry.
Who will be attending
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…
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…
“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…
“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 well. It was great to learn about their best practices as well as lessons learned. The breakout sessions and panels were very informative. The conference provided good networking opportunities as well.”
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global platform for like minded ESG investors to transition towards environmentally sustainable economies and societies for all”
“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. The format of 1:1 interactions, break out and plenary sessions was useful to share general market perspectives and engage in detail to share experience and deepen understanding of the many and varied ESG issues facing our industry today”
Are you an institutional investor?
A limited number of complimentary passes are available for eligible institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
We are excited to host the Responsible Investment Forum: San Francisco 2023 at the JW Marriott. The JW Marriott San Francisco Union Square hotel boasts luxurious accommodations in an excellent downtown location near Market Street, the Moscone Center and upscale shopping and dining in Union Square.
Connect with global investors focused on the future of the market
Position your brand at events focused on the future of private markets. Host workshops, networking sessions and roundtables to meet your business goals with senior professionals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities please fill in the enquiry form.
Contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
Pre-Event Resources
The Responsible Investment Forum: San Francisco will take place on September 19-20 2023 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
2022 Agenda
View agenda page
Agenda
Day 1 - Wednesday 14th
Registration and breakfast
08:30 - 09:30
Registration and welcome breakfast
Welcome and opening remarks
09:30 - 09:35
PEI welcome
Erin Wolfe
Speaker:
Erin Wolfe, Senior Conference Producer, PEI
09:35 - 09:50
Chair's remarks
Speaker:
Michael Bridge, Director of ESG and Data Analytics, MiddleGround Capital
Plenary sessions
09:50 - 10:35
Building and enhancing your ESG program
Ryan Werffeli ,
Michael Altschuler,
Daniel Ingram,
Miguel Luina,
Sanaz Raczynski
- 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
Miguel Luina, Managing Director, Fund Investments, Hamilton Lane
Sanaz Raczynski, Head of Sustainability, Kohlberg & Company
10:35 - 11:20
Climate change: portfolio strategy and steps to decarbonization
Ryan Miller ,
Alexandra Harbour,
Osama Idrees,
Laurel Peacock
- 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
Panelists:
Alexandra Harbour, Principal, Prelude Ventures
Osama Idrees, Investment Director, EDF Pulse Ventures
Laurel Peacock, Head of ESG, NGP
Networking break
11:20 - 11:50
Networking break
Plenary session
11:50 - 12:35
Generating alpha with ESG data; real world examples
Nick Rhodes
- How ESG data can improve financial returns
- Positive financial returns due to the application of ESG data in the business cycle
- Wealth of academic research demonstrating that ESG data can offer great alpha
Moderator:
Nick Rhodes, Co-Founder, ESG Base
Panelists:
Jonathan B. Berk, Professor of Finance, Stanford University
Jennifer Essigs, Director of ESG and Human Capital, AE Industrial Partners
Morgan Sheil, AVP ESG & Impact, Energy Impact Partner
12:35 - 13:20
Human rights: Addressing the next ESG issue – Human Capital Management
Michael Littenberg,
Daniela Arias, CPA,
Kathryn Mohan McDonald,
Delilah Rothenberg
- 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:
Daniela Arias, Advisory Senior Manager, ESG Services, Crowe
Kathryn Mohan McDonald, Co-Founder, Head of Investments & Sustainability, RadiantESG
Delilah Rothenberg, Co-Founder & Executive Director, The Predistribution Initiative
Networking lunch
13:20 - 14:20
Networking lunch
Breakout sessions
14:20 - 15:05
Track A: Next steps in ESG reporting
Bryce Klempner,
Catherine Isabelle,
Julia Jaskolska ,
Abrielle Rosenthal
- 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
Katie Schmitz Eulitt, Director, Investor Relationships, IFRS
Abrielle Rosenthal, Chief Sustainability Officer and Managing Director, TowerBrook Capital Partners
14:20 - 15:05
Track B: Investing with impact
Kunal Doshi,
Kyle Flick,
Christina Anzel,
Justin Kulla,
John Rogers
- 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
Panelists:
Christina Anzel, Director of Investor Relations & ESG, True Green Capital
Kunal Doshi, Chief Investment Officer, Private Family Office
Kyle Flick, Director of ESG Methodology, Novata
Justin Kulla, Partner of Impact Investing and Head of ESG, TZP Group
John Rogers, Partner, TPG’s The Rise Fund
Breakout sessions
15:05 - 15:50
Track A: ESG in private credit
Michael Littenberg,
Terry Ing,
Matt Kaczmarek,
Priya Prasad Bowe, CFA
- ESG integration within the private debt strategy
- Incorporating ESG factors into investment decisions
- Managing ESG-related risks and opportunities
- Transparency and accountability solutions
Moderator:
Michael Littenberg, Ropes & Gray
Panelists:
Terry Ing, Portfolio Manager, KKR
Matt Kaczmarek, Director, BlackRock
Priya Prasad Bowe, CFA, Managing Director and Head of ESG, Oaktree Capital
15:05 - 15:50
Track B: Venture & ESG: How they work in tandem
Peter Dunbar,
Shaun Chaudhuri,
Suzanne Tavill,
Jon Zieger
- 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
Panelists:
Shaun Chaudhuri, Senior Associate, Westly Group
Suzanne Tavill, Global Head of Responsible Investment, Partner, StepStone Group
Jon Zieger, Co-Founder and Executive Director, Responsible Innovation Labs
Networking break
15:50 - 16:20
Networking break
Interactive masterclasses
16:20 - 17:00
1. Building an ESG strategy that aligns with your business strategy
Alan Kao
- How can you integrate ESG into investment strategy?
- How can you better integrate ESG risk and value opportunity into the diligence process?
- How can you use ESG as a value creation lever within PortCos?
Speaker:
Alan Kao, Global Director, ESG Services, Ramboll
16:20 - 17:00
2. Winning the talent war
Ellen Weinreb
- Market factors driving hiring challenges and opportunities
- Attracting exceptional ESG talent
- Building a diverse pipeline of talent
- Retaining and building your team
- Core competencies
Speaker:
Ellen Weinreb, Founder, Weinreb Group
16:20 - 17:00
3. Building a carbon program – greenhouse gas protocol
Mike Galeski
Speaker:
Mike Galeski, Climate Solutions Consultant, Persefoni
Networking reception
17:00 - 18:00
Cocktail reception
18:00 - 18:00
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
Speaker:
Michael Bridge, Director of ESG and Data Analytics, MiddleGround Capital
Keynote
09:40 - 10:05
Opening keynote
Lawrence Aragon,
Marlene Timberlake D’Adamo
Interviewer:
Lawrence Aragon, West Coast Bureau Chief, PEI
Interviewee:
Marlene Timberlake D’Adamo, Chief Diversity, Equity & Inclusion Officer, CalPERS
Plenary sessions
10:05 - 10:45
Avoiding Greenwashing: Global Trends and Practical Steps
Paul Barker,
Elena Alschuler,
Colin Etnire,
Alan Kao
- 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.
Moderator:
Paul Barker, Partner, ESG & Impact, Kirkland & Ellis
Panelists:
Elena Alschuler, Vice President, Head of Americas Sustainability, LaSalle
Colin Etnire, Head of ESG, BC Partners
Alan Kao, Principal, Ramboll
10:45 - 11:25
Integrating ESG in the venture capital space
Chase Wisnowski,
Mike Hinkley,
Sonia Lagourgue,
Ramanan Raghavendran
- Due diligence expectations
- The role of DEI in the VC space
- Diversifying investment solutions
- Quantitative and qualitative metrics to track progress
Moderator:
Chase Wisnowski, Vice President, Malk Partners
Panelists:
Mike Hinkley, Senior Manager, ESG Lead, Insight Partner
Sonia Lagourgue, Purpose & ESG Leadership, Georgian
Ramanan Raghavendran, Partner, Amasia
Networking break
11:25 - 11:55
Networking break
Plenary sessions
11:55 - 12:35
Diversity and equity as a business imperative
Winna Brown,
Dörte Höppner,
Jennifer Lin,
Jon Samuels,
John Stewart
- 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
Moderator:
Winna Brown, EY Americas Private Equity ESG Leader, Ernst & Young
Panelists:
Dörte Höppner, Chief Sustainability Officer/Managing Director, Fundraising and Investor Relations, The Riverside Company
Jennifer Lin, Chief Compliance Officer, Fundamental Advisors
Jon Samuels, Partner, Impact & Policy, Vistria
John Stewart, Founder, Middle Ground Capital
Dörte Höppner
Chief Sustainability Officer/Managing Director, Fundraising and Investor Relations, The Riverside Company
Read bio
12:35 - 13:15
Governing and monitoring portfolio companies
Sofia Martos,
Matt Handford,
Tom Hodges,
Kirk Hourdajian
- 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
Panelists:
Matt Handford, Principal, Climate Change and Sustainability, Ernst & Young
Tom Hodges, Partner and Head of the Long-term Equity Strategy, Generation Investment Management
Kirk Hourdajian, Head of ESG and Impact, Vista Equity Partners
Tom Hodges
Partner and Head of the Long-term Equity Strategy, Generation Investment Management
Read bio
Lunch
13:15 - 14:15
Closing luncheon and end of conference
2022 speakers
Elena Alschuler
Vice President, Head of Americas Sustainability, LaSalle
Elena Alschuler is Vice President, Head of Americas Sustainability for LaSalle, a position she assumed in 2021. Elena is a central leader for LaSalle’s North America sustainability initiatives. She works closely with the firm’s Portfolio Management t… Read full bio
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
Christina Anzel
Director of Investor Relations & ESG, True Green Capital Management
Christina Anzel is Director of Investor Relations & ESG at True Green Capital Management and is responsible for supporting TGC’s overall fundraising efforts and marketing strategy. Previously, she was a Managing Director, Head of IR and Product H… Read full bio
Lawrence Aragon
West Coast Bureau Chief, PEI Alternative Insight
Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI’s senior editorial decision-makers and works closely with the Editorial Director US, the Group E… 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
Winna Brown
Private Equity Client Service Partner and Americas ESG leader, Ernst and Young
Winna is focused on ensuring consistent global delivery of EY services to PE portfolio companies aligned with the investment, value creation and ESG strategies of these businesses. She works directly with Operating Partners as well as investee manage… Read full bio
Shaun Chaudhuri
Senior Associate, Westly Group
Shaun is a Senior Associate at the Westly Group, a sustainability focused venture firm that invests in startups focused on the digitization and sustainability of energy, mobility, buildings, industrial technology, and cybersecurity. Shaun also leads… Read full bio
Marlene Timberlake D’Adamo
Chief Diversity, Equity, and Inclusion Officer, CalPERS
Marlene Timberlake D'Adamo joined the CalPERS executive team in April 2016 as our chief compliance officer, responsible for all aspects of the Enterprise Compliance Division. She brings more than 25 years of finance and investment experience to her r… Read full bio
Kunal Doshi
Chief Investment Officer, Private Family Office
Kunal Doshi is currently the Chief Investment Officer at a private family office focused on tackling the climate crises. Formerly he worked at Capricorn Investment Group conducting diligence, evaluating investments, and supporting existing portfolio… 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
Kyle Flick
Director of ESG Methodology, Novata
Kyle is a Director of ESG Methodology at Novata where he focuses on ESG in the private markets. His experience has spanned a variety of functions in sustainability and impact investing across the United States and Europe. Prior to joining Novata, Kyl… 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
Matt Handford
Principal, Climate Change and Sustainability Services, Ernst & Young
Matt is a Principal based in Houston, Texas. He focuses on strategy and risk in relation to environmental, social and governance areas. He has significant experience working with private equity clients, developing and implementing programs targeted a… Read full bio
Alexandra Harbour
Principal, Prelude Ventures
Alex is a Principal at Prelude Ventures, a climate tech fund deploying $1.5B across the low-carbon economy. Prior to Prelude, Alex was a founding employee and investor at Powerhouse, an innovation firm and seed fund backing software-enabled technolog… Read full bio
Mike Hinkley
Senior Manager, ESG Lead, Insight Partners
Mike is a Senior Manager at Insight Partners and oversees the firm’s ESG integration, reporting, and engagement initiatives. Mike joined Insight in January 2022, and formerly spent 5 years as an ESG consultant advising private equity and venture capi… Read full bio
Tom Hodges
Partner and Head of the Long-term Equity Strategy, Generation Investment Management
Tom Hodges is a Partner and Head of the Long-term Equity Strategy at Generation Investment Management. Previously, Tom was a director at Providence Equity Partners, where he spent 11 years focused on late-stage growth equity and buyout/majority inves… 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
Kirk Hourdajian
Head of ESG and Impact, Vista Equity Partners
Kirk joined Vista Equity Partners in 2020. He oversees Vista’s Environmental, Social and Governance (ESG) program, working with portfolio companies and deal teams to drive value creation initiatives that improve the environment, society and business.… Read full bio
Osama Idrees
Investment Director, EDF Pulse Ventures
Osama Idrees joined Électricité De France, a leading global renewable energy company, in 2018 and is currently an Investment Director with EDF Pulse Ventures, the CVC team of EDF. His role is to lead the US CVC activities, and partner with entreprene… Read full bio
Terry Ing
Managing Director, Co-Head of Sustainable Credit, KKR
Terry Ing (San Francisco) joined KKR in 2019. Mr. Ing is a portfolio manager for KKR's leveraged credit funds and a member of the US Leveraged Credit Investment Committee and KKR Credit Portfolio Management Committee. He is the Co-head of KKR US Leve… 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 Investment). In this role, Catherine leads a team of professionals responsible for the integration of environmental, social and governanc… Read full bio
Julia Jaskolska
Co-Investments & ESG Lead, CalPERS Private Equity
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
Matt Kaczmarek
Head of Credit Sustainable Investing, BlackRock
Matt Kaczmarek, Director, is global head of sustainable investing, including ESG integration and sustainable investing solutions, for the credit team at BlackRock. He is co-head of BlackRock’s Los Angeles office and also heads investment oversight, m… Read full bio
Alan Kao
Principal and Global Director, ESG Services, Ramboll
Alan Kao is a Principal and Global Director for ESG Services at Ramboll. Alan helps corporate and financial sector clients develop ESG policies, programs, management systems, and strategies/roadmaps; identify ESG risks and opportunities during due di… Read full bio
Bryce Klempner
Managing Director, HarbourVest Partners
Bryce Klempner joined HarbourVest in 2022 as a Managing Director to help direct the firm’s strategy and lead innovation of new investment products and solutions. He leads the firm’s structured products business and sits on its ESG Council. Bryce was… Read full bio
Justin Kulla
Partner of Impact Investing and Head of ESG, TZP Group
Justin Kulla joined TZP Group as a Partner of Impact Investing and Head of ESG in May 2020. Mr. Kulla began his career at Credit Suisse where he was an engineer working in New York, London and Zurich, and at Google where he worked in business develop… Read full bio
Sonia Lagourgue
Purpose and ESG Leadership, Georgian
Sonia Lagourgue specializes in the intersection of technology innovation and social impact. She has 12+ years of experience in startup ecosystems, social impact and sustainability, innovation strategy and implementation, and venture capital. In her r… 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
Miguel Luina
Managing Director, Fund Investments, Hamilton Lane
Miguel is a Managing Director at Hamilton Lane, where he is responsible for due diligence of primary fund investment opportunities. Based in San Francisco, Miguel leads the firm’s efforts in venture, growth and technology investments. Prior to joinin… 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
Senior Vice President and General Manager, 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 Global Investors
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
Laurel Peacock
Head of ESG, NGP
Ms. Peacock joined NGP in 2022 and serves as Head of Environmental, Social and Governance (ESG). Ms. Peacock applies 15 years of sustainability and ESG experience to NGP and its portfolio companies, with key strengths in integrating ESG performance i… Read full bio
Priya Prasad Bowe, CFA
Managing Director and Head of ESG, Oaktree Capital
Ms. Prasad Bowe is the Head of ESG at Oaktree and focuses on the integration of environmental, social and governance (“ESG”) considerations into the investment process. She is also co-chair of Oaktree’s ESG Governance Committee. Previously, Ms. Prasa… Read full bio
Sanaz Raczynski
Head of Sustainability / ESG, Kohlberg and 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
Ramanan Raghavendran
Managing Partner, Amasia
Ramanan invests in climate and sustainability companies at Amasia, a thesis-driven global venture capital firm that he co-founded in 2013. He has been in the VC business for 30 years. He is a Trustee of the University of Pennsylvania and Chair of the… Read full bio
John Rogers
Partner, TPG's Rise Fund
John Rogers is a Partner with TPG’s Rise Fund, the world’s largest social impact fund. John developed the Rise Fund’s investment strategies in education and healthcare and led the fund’s investments in DreamBox Learning, InStride, Presence Learning,… Read full bio
Abrielle Rosenthal
Chief Sustainability Officer, Towerbrook
Ms. Rosenthal is a Managing Director and Chief Sustainability Officer of TowerBrook, and co-Chair of the Responsible Ownership Committee and the DE and I Committee. Prior to joining TowerBrook, Ms. Rosenthal was a partner in the London office of Kirk… Read full bio
Delilah Rothenberg
Co-Founding Partner and Executive Director, The Predistribution Initiative (PDI)
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
Jon Samuels
Partner & Co-Head, Vistria
Jon Samuels is a Partner and Co-Head of the Vistria Portfolio Resources Group, a Chicago-based next generation private investment firm that operates at the intersection of purpose and profit, with a focus on the healthcare, education and financial se… Read full bio
John Stewart
Founder, Middle Ground Capital
John Stewart is the Founder of the private equity firm, Middle Ground Capital. MiddleGround was formed in May 2018 by John and his two partners. John and his team have grown MiddleGround to over $1.6B of Assets Under Management and 43 employees in ju… Read full bio
Suzanne Tavill
Global Head of Responsible Investment, Partner, StepStone Group
Ms. Tavill is the global head of responsible investing, which encompasses ESG and Impact across all asset classes and investment strategies. She is also a member of the private equity team. Prior to StepStone, Ms. Tavill was responsible for AMP Capit… Read full bio
Ellen Weinreb
Founder, Weinreb Group
Ellen has worked at the intersection of sustainability and human resources as a recruiter and consultant for 20+ years. A super connector, Ellen’s passion for sustainability and ESG was sparked while obtaining her MBA from Yale and interning at L.L.B… 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
Jon Zieger
Co-Founder and Executive Director, Responsible Innovation Labs
Jon Zieger is Co-Founder and Executive Director of Responsible Innovation Labs, a non-profit working to create standards of responsible practice in the tech industry. He was formerly general counsel and head of global policy at Stripe, the online pay… Read full bio
Institutional Investors at the Responsible Investment Forum: San Fransisco 2023
The Responsible Investment Forum: San Francisco provides a leading platform for institutional investors, and allocators investing in impact in private markets, to gather.
A limited number of complimentary passes are available for Responsible Investment LPs and institutional investors to the event. Check out the benefits of joining the conference, who among your peers attends and find out how to apply for a complimentary pass for you or your team below.
Institutional Investors at the Responsible Investment Forum: San Francisco 2023
The Responsible Investment Forum: San Francisco will bring together the world’s leading institutional investors and other members of the responsible investment community for two days of unparalleled networking opportunities.
Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass or speak to the team today.
Meet with the best and biggest impact funds globally – network and arrange one-to-one meetings with leading institutional investors
Network with peers and other institutional investors – build your network of peers, understand their strategies, challenges and allocation approach to impact
Get insight on the latest innovations and trends in responsible investment – take advantage of world-class speaking faculty to stay aligned with developments in the market
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for Responsible Investment Forum LPs, allocators and institutional investors to join the event.
In order to qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply below and a member of our team will follow up with you to secure your pass.
Network with the European responsible investment industry
Join 300+ attendees this September to connect with institutional investors, fund managers, specialist responsible investment and impact managers, and the wider ESG community for two days of learning and networking. This is a must-attend event for those with an interest in ESG in private markets.
The in-person networking experience
Meet investors with a focus on ESG
Network with active investors in responsible investment. Benefit from our expansive North American investor community who will be in attendance throughout the forum.
Network in-person once again
Connect with your peers at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts.
Build new connections at the forum
Past investors included 4AGP, BlackRock, Goldman Sachs, The Ecosystem Integrity Fund , World Bank Group, and many more.
Connect with responsible investment professionals
What 2022 attendees had to say:
“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…
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…
“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…
“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 well. It was great to learn about their best practices as well as lessons learned. The breakout sessions and panels were very informative. The conference provided good networking opportunities as well.”
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global platform for like minded ESG investors to transition towards environmentally sustainable economies and societies for all”
“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. The format of 1:1 interactions, break out and plenary sessions was useful to share general market perspectives and engage in detail to share experience and deepen understanding of the many and varied ESG issues facing our industry today”