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, expert advisors, and highly recognized thought leaders. Discuss developing sustainable investment strategies that can enhance returns.
Set the direction for your responsible investment practices by gaining valuable insight into what investors are looking for when allocating to private equity. Safeguard your returns by staying up to date on the latest regulatory changes in North America.
Discover solutions to your most pressing challenges through engaging panels, interactive roundtable discussions, and extensive networking opportunities.
Hear from an industry leader
Andrew Collins
Head of ESG & Responsible Investing
San Francisco Employees’ Retirement System
Join a leading institutional investor as he discusses the current trends shaping the North American investment landscape. Focusing on ESG as a returns enhancer, due diligence for managers, and investor expectations.
2023 Speakers
Buy one ticket, get your second 50% off
Bring a colleague to fully benefit from all of the content and networking available across the two days. Take advantage of our team savings and save 50% on your second ticket.
Leading the way in responsible investment practices
Connect with
investors
Understand how investors 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 UNPRI.
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.
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 business with an authoritative content-led event portfolio focused on ESG & diversity and be recognised as a go-to solution provider for senior private markets professionals and institutional investors.
Don’t miss the opportunity to:
- 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.
- Stand tall from your competitors by showcasing your company’s mature ESG track record and generate strategic value when growing and implementing environmental and sustainability initiatives.
- Discover brand opportunities to position your sustainable funds to aid capital raising to a global ESG community.
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
pdf
Responsible Investment Forum: San Francisco 2023 - Attendee List
By Private Equity International
pdf
Responsible Investment Forum: San Francisco 2022 - Preliminary Attendee List
By Private Equity International
2023 Agenda
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 Hannah Ogun at hannah.o@pei.group
View agenda page
Agenda
Day 1 - Tuesday 19th
Opening remarks
09:00 - 09:10
Chairperson’s opening remarks
Michael Eisenberg
Speaker:
Michael Eisenberg, Partner, ESG Integration & Impact Investing Lead, ERM
Plenary sessions
09:10 - 09:35
Fireside chat: Building an ESG strategy in a fast-changing world
Angela M. Ty,
Topaz Simply
- How are west-coast managers approaching decarbonisation? What is needed for managers to progress faster?
- How are managers dealing with the ESG backlash in the US?
- Making use of AI: how are firms approaching frontier technology such as AI from an ESG perspective?
- What are ESG leaders predicting for the next decade?
Moderator: Angela Ty, Partner, KPMG
Speaker:
Topaz Simply, Head of ESG, GI Partners
09:35 - 10:20
How should heads of sustainability work with the investment team?
Alan Kao,
Andy Caine,
Priya Prasad Bowe, CFA,
Whitney Hanson
- What does a good working relationship with the deal team look like?
- Getting a seat at the table at each stage of the investment process
- How to manage frictions with deal partners with other priorities?
- Examples of sustainability heads influencing investment decisions
Moderator:
Alan Kao, Global Director, ESG Services, Ramboll
Speakers:
Priya Prasad Bowe, Head of ESG, Oaktree Capital
Whitney Hanson, Vice President, Kohlberg & Company
Andy Caine, COO & Partner, Frazier Healthcare Partners
10:20 - 11:05
LP ＆ GP perspectives on solving the ESG data challenge
Michael Eisenberg,
Will Relle,
Paul Yett,
Nicholas Abel
- How are initiatives such as the data convergence initiative helping to solve the data challenge?
- Are tech-focused managers based on the west-coast doing anything innovative on data?
- Overcoming issues with sharing portfolio company data
- Examples of GPs pushing back effectively on data to make the relationship more productive
Moderator: Michael Eisenberg, Partner, ESG Integration & Impact Investing Lead, ERM
Speakers:
Will Relle, ESG Director, HarbourVest Partners
Paul Yett, Director of ESG & Sustainability, Hamilton Lane
Nick Abel, Portfolio Manager, CalSTRS
Networking break
11:05 - 11:35
Coffee ＆ Networking
Plenary session
11:35 - 12:25
Opportunities in the energy transition and climate tech
Peter Ellsworth,
Nicholas Abel,
Eric Lee,
Saloni Multani ,
Monica Varman,
Stephen Petricone
- Leveraging the Inflation Reduction Act to drive investments in climate tech
- The intersection of PE/venture/growth/infrastructure for investing in the energy transition
- Views on different areas of investing: why grid resiliency is seen as crucial for venture investors
- Examples of west-coast managers investing in climate tech
Moderator:
Peter Ellsworth, Senior Director, Ceres
Speakers:
Eric Lee, Senior Vice President, Aligned Climate Capital
Saloni Multani, Co-Head of Innovation & Expansion, Galvanize Climate Solutions
Monica Varman, Partner, G2 Venture Partners
Nick Abel, Portfolio Manager, CalSTRS
Stephen Petricone, Managing Director, HPS Investment Partners
12:25 - 12:55
LP Keynote Interview
Snehal Shah,
Andrew Collins
Conversation with a leading institutional investor on ESG as a returns enhancer, due diligence for managers and investor expectations.
Moderator:
Snehal Shah, Reporter, New Private Markets
Speakers:
Andrew Collins, Head of ESG & Responsible Investing, San Francisco Employees’ Retirement System (SFERS)
Networking lunch
12:55 - 14:00
Networking lunch
Breakout session 1
14:00 - 14:40
Stream A: Insights from west coast fund managers on impact investing
Snehal Shah,
Mandira Reddy,
Geoff Eisenberg,
Amelia Ahl
- Balancing profit and purpose: is there a trade off?
- How impact investors on the west coast can drive social and environmental change?
- How are investors addressing other pressing challenges such as the cost-of-living crisis and global food security?
Moderator: Snehal Shah, Reporter, New Private Markets
Speakers:
Mandira Reddy, Director of investment analytics, Capricorn Investment Group
Geoff Eisenberg, Partner, Ecosystem Integrity Fund
Amelia Ahl, Director of Impact Management and Measurement, The Builders Fund
14:00 - 14:40
Stream B: The continued evolution of ESG in Venture Capital
Shu Dar Yao,
Eunice Chapon,
Danielle Jezienicki,
Carin Watson
- Is a more challenging fundraising environment causing LPs to put more pressure on VC’s on ESG?
- How important is the role of ESG governance in the success of venture firms?
- To what extent is venture catching up with private equity?
- Deep dive into the VC DDQ and what it means
Moderator: Shu Dar Yao, Founder, Managing Partner, Lucid Capitalism LLC
Speakers:
Eunice Chapon, Director of Operations and Business Development, BrightEdge (venture capital arm of the American Cancer Society)
Danielle Jezienicki, Vice President of Sustainability, Grove Collaborative
Carin Watson, Chief of Staff, Lead of Responsible Innovation, General Catalyst
Eunice Chapon
Director of Operations and Business Development, BrightEdge/American Cancer Society
Read bio
Breakout session 2
14:40 - 15:20
Stream A: Impact value creation toolbox: how to generate value from an impact strategy
Jay Mason,
Jennifer Flood,
Jan Mertens,
Jenny Roy,
Danny Zouber
- How is value creation different for impact funds to other PE strategies?
- To what extent do value creation plans and impact creation plans need to be integrated?
- How do PE and venture funds influence their portfolios?
Moderator: Jay Mason, Partner, North America M&A Lead, ERM
Speakers:
Jennifer Flood, Head of North America Sustainability, Investindustrial
Jan Mertens, Head of Global Revenue, Patch
Jenny Roy, Vice President Marketing, Patch
Danny Zouber, Managing Director, North Sky Capital
14:40 - 15:20
Stream B: Private Debt: to what extent is ESG now a leading issue for credit investors?
Michael Littenberg,
Brittany Agostino,
Adriana Becerra Cid,
Teresa Cutter
- Why do private debt investors need to consider ESG factors?
- Update on findings of latest PRI private debt survey
- What are the likely future trends in ESG in credit?
Moderator:
Michael R. Littenberg, Partner, Ropes & Gray,
Speakers:
Brittany Agostino, Vice President, ESG – US Credit Lead, Ares Management
Adriana Becerra Cid, Sustainability Manager Private Assets, Lombard Odier Asset Management
Teresa Cutter, Head of ESG & Impact, White Oak Global Advisors
Breakout session 3
15:20 - 16:00
Stream A: Investor views on climate tech
Di Tang,
Anup Jacob,
Leola Ross,
Adam Goehner
- Are investors comfortable with the risk/return on climate tech investments?
- To what extent will institutional investors need to take on VC-type risk to gain exposure to support emerging climate technologies?
Moderator:
Di Tang, Senior Investment Director, Cambridge Associates
Speakers:
Adam Goehner, Director, ESG,BCI
Anup Jacob, Partner, Activate Capital
Leola Ross, Deputy CIO and Head of ESG, Seattle City Employees’ Retirement System
Adam Goehner, Director, ESG, BCI
15:20 - 16:00
Stream B: Real assets and ESG integration
Chris Pyke,
Isela Rosales,
Gingee Prince,
Jennifer M. Lin
- Incorporating ESG considerations into real asset investments
- Highlighting the social impact of real asset investments
- Examining how ESG factors can be integrated into investment strategies to drive long-term value creation
Moderator:
Chris Pyke, Chief Innovation Officer, GRESB
Speakers:
Gingee Prince, Chief Impact Officer and Managing Director, Enhanced Capital Malk Partners
Isela Rosales, Managing Director of Capital Markets, ESG and Sustainability, Bridge Investment Group
Jennifer Lin, Chief Compliance Officer, Fundamental Advisors
Short break
16:00 - 16:20
Short break
Interactive working group sessions
16:20 - 17:00
Building a responsible approach to AI in private equity
Chris Kauffman
- Outlining the scale of the opportunity for private markets
- How can PF firms develop an approach with things moving so fast?
- Dealing with job losses brought about by technological advances
Facilitated by Chris Kauffman, Principal, General Catalyst
16:20 - 17:00
Keeping up with regulatory changes in North America and globally
Mark Green
- Making sense of latest SEC proposals
- How should US managers be engaging with SFDR
- Knowledge sharing and war stories
Facilitator:
Mark Green, Senior Relationship Manager, US, UNPRI
16:20 - 17:00
Building an ESG data plan throughout the investment cycle
Daniela Arias
- Using ESG data during due diligence
- Integrating ESG data into value creation plans
- Learnings from those being innovative with data
Facilitator:
Daniela Arias, Senior Manager, ESG Advisory, Crowe LLP
17:00 - 18:00
Networking reception
Agenda
Day 2 - Wednesday 20th
Registration and breakfast
08:00 - 08:50
Invitation only GP/LP Breakfast Briefing
08:55 - 09:00
Chairperson’s opening remarks
Michael Eisenberg
Michael Eisenberg, Partner, ESG Integration & Impact Investing Lead, ERM
Keynote
09:00 - 09:30
Keynote: Double Bottom Line - How DBL Drives Both Financial Return and Environmental/Social Return
Catherine Chen,
Ira Ehrenpreis
Plenary sessions
09:30 - 09:55
Fireside Chat: How can technology help GPs and their portfolio companies improve on ESG year on year?
Amanda Murphy,
Allison Gosselin
- Different benchmarks in the ESG space
- Power of benchmarks and analytics
- KPI’s that matter
- Data collection, verification and portfolio engagement
Moderator: Amanda Murphy, Strategic Account Executive, EcoVadis
Speaker:
Allison Gosselin, Director, Environmental Social and Governance, Graham Partners
09:55 - 10:45
The intersection of technology, ESG, and social responsibility
Nicole Engels,
Amanda Rohrer,
Shu Dar Yao,
Patrick Burtis,
Zoe Weinberg
- Exploring how technology can address environmental challenges but create other issues
- Examining the ethical implications of tech investments, including labor practices, diversity etc
- The role of investors in shaping the tech industry’s approach to sustainability
Moderator: Nicole Engels, Chief Growth Officer, ClimateCheck
Speakers:
Amanda Roher, Senior Associate, Blackhorn Ventures
Shu Dar Yao, Founder, Managing Partner, Lucid Capitalism LLC
Patrick Burtis, Partner, Amadeus Capital
Zoe Weinberg, Founder & Managing Partner, ex/ante
Networking break
10:45 - 11:15
Networking break
Plenary sessions
11:15 - 12:00
Portfolio company perspectives on sustainability
Lisa Bongiovanni,
Verity Chegar,
Scott Chafin,
Suzanne Spradley,
Todd Keller
- How are portfolio companies balancing the expectations of their PE sponsors with their other stakeholders?
- How are portfolio companies working with their investors on developing a strategy?
- What are the key areas of ESG focus to improve performance and create real business value?
- Examples of working with other portfolio companies on sustainability initiatives
Moderator: Lisa Bongiovanni, Environmental Business Advisor, Bridge House Advisors
Speakers:
Verity Chegar, Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation
Scott Chafin, Chief Commercial Officer, ENTACT
Suzanne Spradley, SVP, Chief Compliance Officer & Associate General Counsel, NFP
Todd Keller, Chief Operating Officer, Marlabs
Verity Chegar
Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation
Read bio
12:00 - 12:45
Addressing diversity and inclusion in private equity
Wendy Norton,
Rommel A. Marseille,
Marlene Timberlake D’Adamo,
Danielle Dobson,
Melissa Lopez
- Getting your own house in order
- Identifying and tackling unconscious bias in the hiring and investment process
- How diverse perspectives can lead to better investment outcomes
- Practical tips for addressing diversity at portfolio level
Moderator: Wendy Norton, Managing Director, Norgay Partners
Speakers:
Rommel A. Marseille, Managing Director, Head of North American Capital Formation, DigitalBridge
Melissa Lopez, Managing Director of Investments, The James Irvine Foundation
Marlene Timberlake D’Adamo, Chief Diversity, Equity & Inclusion Officer, Calpers
Danielle Dobson, Vice President, HarbourVest Partners
Rommel A. Marseille
Managing Director, Head of North American Capital Formation, DigitalBridge
Read bio
12:45 - 12:50
Chairperson’s closing remarks
Michael Eisenberg, Partner, ESG Integration ＆ Impact Investing Lead, ERM
Short break
12:50 - 13:00
Short break
Lunch
13:00 - 14:00
Interactive roundtable discussions over Lunch
Danny Zouber,
Johan Nordenson,
Gary Andrews,
Mohammad Rasouli,
Corinna Kester
A seated lunch enabling you to join a table of market participants with similar interests and expertise. Attendees will have a mix of tables to choose from, each table having a host to steer discussions.
- Practical steps to getting to net-zero facilitated by Danny Zouber, Managing Director, North Sky Capital
- How ESG practitioners can influence deal teams facilitated by Johan Nordenson, Operating Partner, Value Creation and ESG, Altamont Capital
- Unpacking financial leverage and human rights in value chains
- Integrating biodiversity into decision making facilitated by Gary Andrews, Independent
- How AI can help with climate resilience facilitated by Mohammad Rasouli, AI expert for Investment, Stanford University
- How US Companies Should Prepare for CSRD facilitated by Corinna Kester, Manager, Strategic Sustainability Consulting, Ramboll
2023 speakers
Nicholas Abel
Portfolio Manager, Sustainable Investments, CalSTRS
Nick is a Portfolio Manager within the Sustainable Investment ＆ Stewardship Strategies division of the California State Teachers’ Retirement System (CalSTRS), the nation’s largest teacher retirement fund. Nick is responsible for working with a dedica… Read full bio
Brittany Agostino
Vice President, ESG – US Credit Lead, Ares Management
Ms. Brittany Agostino joined the ESG team in 2022 and is responsible for leading ESG efforts within our U.S. Credit business lines. Prior to joining Ares in 2022, Ms. Agostino was a Vice President in the Asset Management Division at Goldman Sachs, wh… Read full bio
Amelia Ahl
Director of Impact, The Builders Fund
Amelia (she/her) is the Director of Impact at The Builders Fund, where she oversees impact management and measurement, B Corp Certification, ESG value creation strategy, and impact thought leadership. She has dedicated her career to advancing regener… Read full bio
Gary Andrews
Independent
Retired from Fidelity Investments, former relationship manager for workplace savings plans.
Daniela Arias
Senior Manager, ESG Advisory, Crowe LLP
Daniela helps lead Crowe’s growing Environmental, Social and Governance (ESG) services practice in the U.S, serving clients in a broad range of industries including Private Equity, Banking, Professional Services, Manufacturing, and others. As part of… 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
Adriana Becerra Cid
Sustainable Investment Manager for Private Markets, Lombard Odier
Adriana Becerra Cid is the Sustainable Investing lead for Private Markets at LOIM, where she focuses on climate solutions and carbon markets supporting the high-conviction sustainable investing strategies LOIM Sustainable Private Credit Fund and LO G… Read full bio
Lisa Bongiovanni
Environmental Business Advisor, Bridge House Advisors
As an Environmental Business Advisor at Bridge House Advisors, Lisa works across industries and services to create enduring value for private capital firms’ portfolio companies that is rooted in long-term sustainability goals. Lisa is a senior enviro… Read full bio
Patrick Burtis
Partner, Amadeus Capital Partners
Pat joined Amadeus in 2006 and is a Partner focusing primarily on growth-stage technology companies in Latin America, the US, and Europe. He is based in San Francisco. His portfolio includes Creditas, Descomplica, Transmode (STO:TRMO) and Tobii (STO:… Read full bio
Andy Caine
CoE, COO and Partner, Frazier Healthcare Partners
Andy has worked at Frazier since 2016. After serving as a consultant on several successful investments, he joined the Frazier Growth Buyout team as a Center of Excellence Partner, where he has helped build our Human Capital and ESG programs. In 2022,… Read full bio
Scott Chafin
Chief Commercial Officer, ENTACT
Scott Chafin started his career at ENTACT 30 years ago, helping to grow the company from a startup to the premier provider of environmental remediation and geotechnical construction services in the U.S. He currently serves as the company’s Chief Comm… Read full bio
Eunice Chapon
Director of Operations and Business Development, BrightEdge/American Cancer Society
Eunice is the Director of Operations and Business Development for BrightEdge, the impact investment and venture capital arm of the American Cancer Society. She brings an extensive background in asset management as a strategic senior leader, counselor… Read full bio
Verity Chegar
Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation
Verity Chegar was appointed to the International Sustainability Standards Board (ISSB) in June 2022. Prior to the ISSB, Ms Chegar held a variety of ESG investment leadership positions. Most recently, she led the California State Teachers’ Retirement… Read full bio
Catherine Chen
Managing Director - Financial Advisor, Senior Consulting Group, RBC Wealth Management
Catherine has corporate finance and institutional advisory experience and has been in the investment field since 1993. Before joining RBC, she was part of the SRI Wealth Management Group at Piper Jaffray for five years where she advised foundations,… Read full bio
Andrew Collins
Head of ESG and Responsible Investing, San Francisco Employees’ Retirement System (SFERS)
Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $30+ billion Plan. He joined SFERS from Sta… Read full bio
Teresa Cutter
Head of ESG and Impact, White Oak Global Advisors
Ms. Cutter serves White Oak as Head of ESG & Impact with primary responsibility over White Oak’s ESG and responsible investment platform. Ms. Cutter has 25 years of experience in the investment industry and most recently worked as a Consultant at… Read full bio
Shu Dar Yao
Founder, Managing Partner, Lucid Capitalism LLC
Shu Dar Yao is an ESG advisor who teaches financiers about social and climate inequality. She supports venture capital, private equity, and wealth managers that seek market-rate returns, and her scope of work has included designing ESG policies and r… Read full bio
Danielle Dobson
Vice President, HarbourVest
Danielle Dobson joined HarbourVest in 2019 and focuses on US venture, buyout, and credit investments, including the evaluation, due diligence, and monitoring of partnerships. Danielle joined the Firm from APG Asset Management in New York, where she w… Read full bio
Ira Ehrenpreis
Founder, DBL Partners
Ira Ehrenpreis is Founder and Managing Partner of DBL Partners, a leading impact investing venture capital firm, currently managing more than $1 billion of capital. DBL invests in companies that can deliver top-tier financial returns, while simultane… Read full bio
Geoffrey Eisenberg
Partner, Ecosystem Integrity Fund
Geoffrey Eisenberg is a Partner at the Ecosystem Integrity Fund, a leading sustainability-focused venture/growth firm currently investing out of EIF Fund V. Geoff leads the firm’s work on transportation, renewable energy, grid modernization, and gree… Read full bio
Geoff Eisenberg
Partner, Ecosystem Integrity Fund
Geoffrey Eisenberg is a Partner at the Ecosystem Integrity Fund, a leading sustainability-focused venture/growth firm currently investing out of EIF Fund V. Geoff leads the firm’s work on transportation, renewable energy, grid modernization, and gree… Read full bio
Michael Eisenberg
Partner, ESG Integration & Impact Investing Lead, ERM
Michael is a Partner in ERM’s ESG Advisory Services business where he leads the ESG integration practice for private markets investor clients in North America and co-leads the firm’s impact investing practice globally. Prior to joining ERM, he most r… Read full bio
Peter Ellsworth
Senior Director, Ceres
Peter leads the Ceres initiatives to embed sustainability into private equity, infrastructure and debt. For ten years he has managed Ceres relationships with the asset owners and investment managers that comprise the Ceres Investor Network, an invest… Read full bio
Nicole Engels
Chief Growth Officer, ClimateCheck
Nicole is a strategic growth specialist, passionate about identifying and pursuing opportunities to expand a company’s market presence whilst addressing climate challenges. She holds an MBA from Columbia Business School and a Master of Arts in Intern… Read full bio
Jennifer Flood
Vice President, Investindustrial
Jennifer Flood, Sustainability Vice President. Jennifer joined Investindustrial’s Investor Relations team in 2014 and has been managing all ESG issues at both the Firm and portfolio company level since 2016. Jennifer majored in Business and has an MB… Read full bio
Adam Goehner
Director, ESG, BCI
Adam oversees BCI’s total portfolio ESG risk exposure and leads efforts to identify climate transition investment opportunities. Adam has developed a cross-asset class risk and opportunity identification framework to track and evaluate long-term syst… Read full bio
Allison Gosselin
Director, Environmental Social and Governance, Graham Partners
Allison leads the firm’s environmental, social, and governance (ESG) program that seeks to create shared value for Graham Partners’ investors and other stakeholders working across its investment portfolio and internally within Graham Partners. In thi… Read full bio
Mark Green
Senior Relationship Manager, US, UNPRI
Mark Green serves as a Senior Specialist and Relationship Manager with the Principles for Responsible Investment (PRI). In this capacity, Mark works with a variety of Asset Owners, Investment Managers and Service providers in the Western Region of th… Read full bio
Whitney Hanson
Vice President, Kohlberg ＆ Company
Whitney Hanson is a Vice President at Kohlberg ＆ Company. Prior to joining Kohlberg in 2021, Whitney was an Investment Director at Bridgepoint. Prior to joining Bridgepoint, she was with Investcorp International and Deutsche Bank. She is a member of… Read full bio
Anup Jacob
Partner, Activate Capital
Anup has been investing over 20 years in energy, water and industrial technology businesses. He has served on multiple private and public company boards and chaired audit and compensation committees. Prior to co-founding Activate, Anup was a founder… Read full bio
Danielle Jezienicki
Vice President of Sustainability, Grove Collaborative
Danielle Jezienicki has spent over 10 years in sustainability and ESG evaluation, implementation and measurement in both investment and corporate operations. She is currently launching her own consulting practice, Impact FWD, where she is supporting… 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
Chris Kauffman
Partner, General Catalyst
Chris Kauffman is a partner at General Catalyst, a venture capital firm that partners with founders from seed through growth stages and beyond to build companies that withstand the test of time. At GC, Chris focuses on investments in late(r)-stage ar… Read full bio
Todd Keller
Chief Operating Officer, Marlabs
Todd is the COO at Marlabs and a member of the Marlabs Board. His key responsibilities include business strategy and execution. Todd is also responsible for M&A and post M&A integration at Marlabs as well as leading commercial reengineering i… Read full bio
Corinna Kester
Manager, Strategic Sustainability Consulting, Ramboll
Corinna has 10 years of experience in ESG strategy development, including issue-specific expertise on climate, water, nature, and supply chain. In addition, she leads Ramboll’s work in North America with the EU Corporate Sustainability Reporting Dire… 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
Eric Lee
Senior Vice President Company, Aligned Climate Capital
Eric Lee is a Senior Vice President with Aligned Climate Capital, an asset manager that invests exclusively in the companies and real assets that are decarbonizing the global economy and its infrastructure. In this role, Eric leads Aligned’s Environm… Read full bio
Jennifer M. Lin
Chief Compliance Officer and DEI Committee Chair, Fundamental Advisors LP
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 and Gray
Michael Littenberg is a senior partner at Ropes & Gray, based in the New York office. Michael is the global head of the firm’s ESG, CSR and Business and Human Rights practice. He has more than 30 years of experience in these areas. Michael advise… Read full bio
Melissa Lopez
Managing Director, Investments, James Irvine Foundation
Melissa Lopez joined the Foundation in 2015. Working with the Chief Investment Officer and investments team, Melissa is responsible for the sourcing, evaluation, recommendation, and monitoring of the Foundation’s investment managers, investment oppor… Read full bio
Rommel A. Marseille
Managing Director, Head of North American Capital Formation, DigitalBridge
Rommel A. Marseille is Managing Director, Head of North American Capital Formation at DigitalBridge Investment Management. Mr Marseille also serves as Co-Chair of the Firm’s DEI Steering Committee. Prior to joining the DigitalBridge business in 2007,… Read full bio
Steven Mandel
Partner, TPG Rise Climate
Steven Mandel is a Partner with TPG Rise Climate based in San Francisco. Prior to joining TPG in 2019, Steven was a Director at Denham Capital focusing on principal investments across the clean energy sector, and previously worked in the Power &… Read full bio
Jay Mason
Partner, North America M＆A Lead ERM
Jay leads ERM's M＆A Advisory services in North America, partnering with diverse private markets clients. He is a seasoned and dynamic leader with a proven track record in M＆A due diligence, post-merger integration, and ESG Advisory. Drawing from a un… Read full bio
Jan Mertens
Head of Global Revenue, Patch
Jan is Head of Global Revenue at Patch, the infrastructure powering the carbon market of the future. Jan leads several functions across the business including strategic partnerships, climate solutions and advisory, client growth and customer success.… Read full bio
Saloni Multani
Partner and Co-Head of Innovation & Expansion, Galvanize Climate Solutions
Saloni Multani has spent 20 years working with, learning from, and investing in growing companies. In recent years, she has focused her efforts on companies and causes aligned with combating climate change, most recently serving as the Chief Financia… Read full bio
Amanda Murphy
Strategic Account Executive, EcoVadis
Amanda Murphy is a Strategic Account Manager at EcoVadis, the world's most trusted provider of business sustainability ratings. She currently specializes in the growth of EcoVadis’ private capital solutions in North America. She has over 20 years of… Read full bio
Johan Nordenson
Operating Partner, Value Creation and ESG, Altamont Capital
Chemical Engineer, started career in product development at Unilever and Procter & Gamble. Spent majority of career in management consulting before transitioning to value creation in Private Equity.
Wendy Norton
Managing Director, Norgay Partners
Wendy is a Managing Director at Norgay Partners in Los Angeles, where she oversees our West Coast search practice. Wendy works across alternative investments placing candidates in fundraising, investor relations, investing, finance, and operations ro… Read full bio
Stephen Petricone
Managing Director, HPS Investment Partners
Mr. Petricone is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2021, Mr. Petricone was Co-Head of Energy ＆ Power Infrastructure at Fortress Investment Group Credit Funds, investing across the capital structure and energy val… Read full bio
Gingee Prince
Chief Impact Officer and Managing Director, Enhanced Capital
Gingee serves as Managing Director of Enhanced Capital’s $25 million Wyoming investment fund and as Chief Impact Officer for Enhanced Capital. Gingee oversees the objectives, metrics, analysis, and reporting of the firm’s social, environmental, and e… Read full bio
Chris Pyke
Chief Innovation Officer, GRESB
Chris Pyke is an environmental scientist and Chief Innovation Officer for GRESB. Dr. Pyke has cross-cutting responsibility for innovation, stakeholder engagement, and communications to benefit GRESB’s global community of real asset investors, manager… Read full bio
Mohammad Rasouli
AI expert for Investment, Stanford University
Dr. Mohammad Rasouli is a thought leader in AI and technology for investment, particularly for sustainability. He is an ex-McKinsey consultant from the Bay Area and the New York offices managing AI activation projects for private equity clients. He h… Read full bio
Mandira Reddy
Director for Impact and Investments, Capricorn Investment Group
Mandira Reddy is the Director of Investment Analytics and Head of Impact at Capricorn Investment Group. With over a decade of experience at Capricorn, she oversees a portion of the firm's portfolio investments while driving the seamless integration o… Read full bio
Amanda Rohrer
Senior Associate, Blackhorn Ventures
Amanda Rohrer joined Blackhorn Ventures as a Senior Associate in the summer of 2022 after completing her MBA at MIT Sloan School of Management. Prior to MIT Sloan, Amanda was a Summer Associate at Spring Lane Capital, a venture and growth equity firm… Read full bio
Will Relle
Director, ESG, HarbourVest
Will Relle is an ESG Director at HarbourVest Partners based in Boston. In his role, Will is focused on engaging with the firm’s investors to understand and help achieve their ESG objectives. He also works with our internal stakeholders on developing… Read full bio
Isela Rosales
Managing Director, Head of ESG and Sustainability, Bridge Investment Group
Isela Rosales, CAIA, serves as a Managing Director, Head of ESG and Sustainability at Bridge Investment Group, a leading, vertically integrated real estate investment manager, diversified across specialized asset classes. Ms. Rosales leads the firm’s… Read full bio
Leola Ross
Deputy CIO and Head of ESG, Seattle City Employees’ Retirement System
Leola Ross is Deputy CIO and Head of ESG for SCERS. Leola’s responsibilities include managing the public equity asset class and assisting with the private equity and infrastructure asset classes and risk management of the overall portfolio. As well,… Read full bio
Jenny Roy
Vice President Marketing, Patch
Jenny has spent more than 20 years in marketing, working across a range of early stage start-ups and well established tech companies. Her passion for building companies and teams from the ground up has accelerated multiple transformations from small… Read full bio
Snehal Shah
Reporter, New Private Markets, PEI Group
Snehal Shah is a reporter for New Private Markets, PEI Group’s publication for climate, sustainability, ESG, impact investing and diversity in private markets. She works across private equity, venture capital, private debt, infrastructure and real as… Read full bio
Topaz Simply
Head of ESG, GI Partners
Topaz Simply is the Head of ESG at GI Partners. Prior to joining GI Partners, Mr. Simply led RPS Group’s ESG business unit in North America. At RPS, he advised private equity firms on a range of ESG matters throughout the investment lifecycle, includ… Read full bio
Suzanne Spradley
SVP, Chief Compliance Officer ＆ Associate General Counsel, NFP
Suzanne spearheads NFP’s corporate compliance initiatives, emphasizing the company’s commitment to legal and regulatory compliance, integrity and business ethics. Her primary areas of focus are legal and regulatory compliance, corporate governance, c… Read full bio
Di Tang
Senior Investment Director, Cambridge Associates
Di Tang is a Senior Investment Director on the Sustainable and Impact Investing team at Cambridge Associates. She works on investment research across asset classes within the ESG and impact spectrum, with a focus on venture capital, private equity an… Read full bio
Angela M. Ty
Partner, KPMG
Angela is an Advisory partner based in KPMG’s San Francisco office where she specializes in the Asset Management, Alternative Investments and Private Equity industry. Angela has spent over 18 years providing insights on technical matters and industry… Read full bio
Monica Varman
Partner, G2 Venture Partners
Monica is a Partner at G2 Venture Partners and focuses on investments in the circular economy, grid resilience, and future of work. Monica was previously part of the strategic finance and business operations team at Tesla, where she helped scale Mode… Read full bio
Carin Watson
Chief of Staff, Lead of Responsible Innovation, General Catalyst
Carin Watson is Chief of Staff to Hemant Taneja at General Catalyst. She is based in GC’s San Francisco office. Prior to joining GC, Carin was a chief growth officer at Singularity University. Previously, she served as the executive vice president of… Read full bio
Zoe Weinberg
Founder ＆ Managing Partner, ex/ante
Zoe Weinberg is the founder ＆ managing partner of ex/ante, an early-stage fund that works to counter surveillance capitalism and digital authoritarianism by investing in technology that is more private, secure, and decentralized. Prior, Zoe worked on… Read full bio
Paul Yett
Director of ESG and Sustainability, Hamilton Lane
Paul is a Managing Director at Hamilton Lane, based in the San Francisco office, where he currently serves as the Director of ESG and Sustainability. In this role, he is responsible for managing the ESG integration efforts across investment processes… Read full bio
Danny Zouber
Managing Director, North Sky Capital
Danny is a member of North Sky Capital’s management committee and co-heads the firm’s Impact Secondary strategy. Danny has been a part of North Sky Capital’s Impact investing team since 2006. Previously, Danny was a vice president at Deephaven Capita… 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 responsible investment
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 North American 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, an evening drinks reception, roundtable discussions and invite-only breakfasts.
Build new connections at the forum
Past investors include 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”