Effectively integrating ESG to create sustainable value

The Responsible Investment Forum returns for its fifth year as a virtual event to bring together the most sophisticated institutional investors, fund managers, consultants and highly recognized associations to discuss why, when, and how your firm should be implementing an effective ESG strategy.

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, partnering with the Principles for Responsible Investment (PRI), 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.

Discussion topics:

  • Delivering social and environmental impact in the healthcare sector
  • Good sustainability reporting
  • Responsible investing for real estate investors
  • ESG in private debt
  • Sustainable infrastructure investing
  • Clean, renewable & sustainable energy
  • Emerging opportunities in impact investing
  • Environmental justice
  • View the full agenda

Co-Host:

Download the latest digital brochure to preview this year’s virtual forum. The virtual guide includes:

  • Keynote speaker lineup

  • Preliminary attendee list

  • Agenda highlights

  • Networking opportunities

Bringing together the LPs, GPs and associations 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.

Explore the virtual experience

Platform highlights:

  • Profile customization 
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to “My Agenda”
  • Want to meet list
  • 1-on-1 networking meeting tools
  • Interactive panel sessions with Q&A and discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 6 months

2021 Keynote speakers

View all speakers
View all speakers

2020 Event 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…

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

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“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…

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As we navigate the current global health crisis, we continue to offer the private equity community a Forum to engage, learn, and network. The Responsible Investment Forum New York will deliver the same first class dynamic content and peer networking opportunities through our virtual platform.

Join us on March 3-4, 2021 for a virtual experience as we bring together the most sophisticated LPs, GPs and associations to discuss why, when, and how your firm should be implementing an effective ESG strategy.

Explore the virtual experience

1-on-1 networking

Utilize the virtual meeting tools to schedule private face to face video meetings with institutional investors and fund managers

High quality content

Hear impactful discussions and keynote presentations and participate in interactive Q&A’s with speakers

A customized experience

Tailor your virtual experience by customizing your personal profile and agenda

On-demand access

Receive access to select sessions up to six months post-event anytime, anywhere

Virtual networking lounges

Visit sponsor networking lounges to meet privately with sponsors and to download sponsor resources

Early access to the platform

Access the platform two weeks prior to the event and begin networking with fellow event attendees and customizing your agenda/profile

Network and build key relationships

Network at any time throughout the two day virtual Responsible Investment Forum NY. Take advantage of our virtual meeting tools by sending a message or scheduling a face to face video meeting with Forum attendees.

  • Early access to the platform: Get a jumpstart on your virtual experience when the platform opens two weeks prior to the event (February 17th). Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
  • “Want to meet” list: Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face 25 minute video meeting will be scheduled and added to both attendees’ personal agendas.
  • Search, send, and schedule features: Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc.

Participate in live and interactive discussions

Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats that include invitation only think-tankssector focused breakout sessions and keynote fireside chats with industry leaders.

Platform highlights:

  • Live panel discussions with live audience Q&A
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
  • Networking meeting tools
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 6 months

Meet with globally recognized service providers, fund managers, and associations

Learn more about our event sponsors and partners in the virtual networking lounge. The virtual networking rooms can be accessed at anytime and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available

 

The virtual Responsible Investment Forum New York will connect you with the leaders in the private equity community providing a place to engage, learn, and network.

Network at any time throughout the two day virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a 1-on-1 or group face to face video meeting with Forum attendees.

 

 

Ampfily your networking

Create a Want-to-Meet list

Two weeks leading up to the event, all attendees can add fellow attendees to your want to meet list. The auto scheduler meeting tool will match mutually interested attendees and setup a 1:1 video meeting.

Find the attendees you want to meet most by searching through criteria such as und type, sector focus, strategy, AUM, etc. You can prioritize your want to meet list based on who you want to meet most.

Search, send messages, and schedule meetings

Search attendee profiles, send fellow attendees a message, and schedule 1-on-1 or group meetings anytime during the conference. Meetings will take place as private, face to face video meetings.

Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc. Join your private meetings through your personalized agenda.

Network before and after the event

Begin filling out your profile and creating your personalized agenda 2 weeks prior to the event on February 17th.

Post event, receive access to select sessions and continue the conversation through the virtual platform for up to 12 months. Search and filter through the event attendees and send private messages.

2021 Preliminary agenda

Day 1 Day 2
View agenda page

Agenda

Day 1- March 3rd - Wednesday 3rd

Welcome remarks & think tanks
09:00 - 09:55

LP think tank (invitation-only)

Matt Schey
  • How have ESG-related diligence efforts evolved or transformed because of COVID-19? Are you evaluating managers differently?
  • Where is your organization looking to “do more” or “go deeper” with respect to ESG in 2021? Asked a different way: What’s next on your ESG roadmap?
  • Where do you see opportunities for standardization or further clarification of best practice? What KPI’s / metrics are you collecting and reporting on at the PE portfolio level?

Facilitator:
Matthew D. Schey, Senior Director, Strategic Projects, Institutional Limited Partners Association (ILPA)

A speaker photo for Matt Schey

Matt Schey

Senior Director, Sustainable Investing and Strategic Projects, Institutional Limited Partners Association (ILPA)

Read bio
09:00 - 09:55

GP think tank (Invitation-only)

Alan Kao
  • How detailed should an ESG policy be?
  • How do you use your policy to drive ESG integration across your portfolio?
  • Where have you had the most success driving ESG integration across your portfolio?
  • What tools are you using to monitor ESG performance across your portfolio?
  • What KPIs are you measuring?
  • Are you able to collect ESG data from all of your portfolio companies?
  • What ESG initiatives are your portfolio companies working on?
  • Are you committing to a net zero portfolio?
  • How are you measuring greenhouse gas emissions across your portfolio?
  • How detailed should an ESG report be?

Facilitator:
Alan Kao, Global Director, ESG Services, Ramboll

A speaker photo for Alan Kao

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Read bio
09:55 - 10:10

PEI welcome & chairman’s opening remarks

Carol Jeppesen

Speaker:
Seth Kerker, Director of Events – Americas, PEI

Chairwoman:
Carol Jeppesen, CAIA, Head of US, Principles for Responsible Investment (PRI)

A speaker photo for Carol  Jeppesen

Carol Jeppesen

Head of US, Principles for Responsible Investment (PRI)

Read bio
Plenary sessions
10:15 - 10:50

Opening keynote fireside chat

Jordan Stutts, Chavon Sutton

Moderator:
Jordan Stutts,
Senior Writer, Private Markets, PEI

Keynote Speaker:
Chavon Sutton
, Senior Investment Director, Sustainable & Impact Investing Research, Cambridge Associates

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

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A speaker photo for Chavon Sutton

Chavon Sutton

Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

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11:00 - 11:40

Keynote CIO leadership discussion

Angela Miller May, Jordan Stutts

Moderator:
Jordan Stutts, Senior Writer for Private Markets, PEI

Keynote speaker:
Angela Miller-May,
Chief Investment Officer, Chicago Teachers’ Pension Fund

A speaker photo for Angela Miller May

Angela Miller May

Chief Investment Officer, Chicago Teachers' Pension Fund

Read bio
A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

Read bio
Networking break
11:40 - 12:00

Networking break

Plenary afternoon sessions
12:05 - 12:55

Delivering social impact in the healthcare sector

Molly Smith, Jim Pieri, Chanie Rubin, Eli Rubin, Jon Samuels
  • In the wake of the coronavirus crisis, what do you consider to be the greatest ESG challenge facing the healthcare sector today?
  • What are your LPs and other stakeholders asking for in the case of funds dedicated to healthcare?
  • Emerging opportunities in healthcare
  • Impact investing in healthcare and measuring impact

Moderator:
Molly Smith,
Environmental, Social, and Governance Consultant, Bridge House Advisors

Panelists:
Jim Pieri
, Managing Partner, Chief Investment Officer, Assured Healthcare Partners
Chanie Rubin, Chief Quality Officer, Proud Moments Behavioral Health
Eli Rubin, Chief Executive Officer, Proud Moments Behavioral Health
Jon Samuels, Partner, Impact & Policy, Vistria

A speaker photo for Molly Smith

Molly Smith

Environmental, Social, and Governance Consultant, Bridge House Advisors

Read bio
A speaker photo for Jim Pieri

Jim Pieri

Managing Partner, Chief Investment Officer, Assured Healthcare Partners

Read bio
A speaker photo for Chanie Rubin

Chanie Rubin

Chief Quality Officer, Proud Moments Behavioral Health

Read bio
A speaker photo for Eli Rubin

Eli Rubin

Chief Executive Officer, Proud Moments Behavioral Health

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A speaker photo for Jon Samuels

Jon Samuels

Partner & Co-Head, Vistria

Read bio
13:00 - 13:50

Good sustainability reporting

Sarah Corrigan, Lee Gardella, Matthew Hershenson, Keren Raz, Candice Richards

How you can improve sustainability reporting and disclosure on Environmental, Social, and Governance issues in an evolving landscape.

  • Defining your reporting objective and key audiences
  • Considering crucial success factors when developing your report
  • Gaining value from the reporting process
  • Demonstrating improvement in your disclosures over time

Moderator:
Sarah Corrigan, Principal Consultant, ERM

Panelists:
Lee Gardella
, Head of Investment Risk & Monitoring, Schroders
Matthew Hershenson
, Head of Investor Relations, Paine Schwartz Partners
Keren Raz
, Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management
Candice Richards, Compliance Officer, MidOcean Partners

A speaker photo for Sarah Corrigan

Sarah Corrigan

Principal Consultant, ERM

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A speaker photo for Lee Gardella

Lee Gardella

Head of Private Equity North America, Member of the Investment Committee, Schroders Capital

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A speaker photo for Matthew Hershenson

Matthew Hershenson

Head of Investor Relations, Paine Schwartz Partners

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A speaker photo for Keren Raz

Keren Raz

Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management

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A speaker photo for Candice Richards

Candice Richards

Managing Director, Head of ESG and Compliance Officer, MidOcean Partners

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Networking break
13:50 - 14:05

Afternoon networking break

Plenary session
14:10 - 14:45

Spotlight discussion: impact investing with Apollo Global Management

Dan Mistler, Marc Becker, Lisa Hall, Joanna Reiss

Moderator:
Dan Mistler, Partner, Head of ESG Services, ACA Compliance

Panelists:
Marc Becker, Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management
Lisa Hall, Impact Chair, Private Equity, Apollo Global Management
Joanna Reiss, Partner and Co-lead of Impact, Private Equity, Apollo Global Management

A speaker photo for Dan  Mistler

Dan Mistler

Partner, Head of ESG Advisory, ACA Group

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A speaker photo for Marc Becker

Marc Becker

Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management

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A speaker photo for Lisa Hall

Lisa Hall

Impact Chair, Private Equity, Apollo Global Management

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A speaker photo for Joanna Reiss

Joanna Reiss

Partner and Co-lead of Impact, Private Equity, Apollo Global Management

Read bio
Breakout sessions
14:50 - 15:40

Track A | Responsible investing for real estate investors

Ada Arevalo, George Ashton, Martin Muoto, David Natt, Arturo Sneider

Moderator:
Ada Arevalo,
Founder & CEO, iimpact capital

Panelists:
George Ashton,
President, LISC Fund Management
Martin Muoto, Chief Executive Officer, SoLa Impact Fund
David Natt,
Senior Vice President Asset Manager, Avanath Capital Management
Arturo Sneider, Partner, Primestor

A speaker photo for Ada Arevalo

Ada Arevalo

Founder and CEO, iimpact capital

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A speaker photo for George Ashton

George Ashton

President, LISC Fund Management

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A speaker photo for Martin Muoto

Martin Muoto

Chief Executive Officer, SoLa Impact Fund

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A speaker photo for David Natt

David Natt

Senior Vice President Asset Manager, Avanath Capital Management

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A speaker photo for Arturo Sneider

Arturo Sneider

Partner, Primestor

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14:50 - 15:40

Track B | ESG in private debt

Chase Jordan, Adam Heltzer, Kristina Matthews, Jessica Thompson

A forward-looking conversation discussing sourcing/screening, monitoring/engagement and how debt and equity providers can collaborate on ESG during the due diligence process.

Moderator:
Chase Jordan, Vice President, Malk Partners

Panelists:
Adam Heltzer,
Head of ESG, Ares Management
Kristina Matthews, Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors
Jessica Thompson, Executive Director, Debt Investments, Deputy Head of North America Infrastructure Debt, IFM Investors

A speaker photo for Chase Jordan

Chase Jordan

Partner/Principal, Ernst and Young

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A speaker photo for Adam Heltzer

Adam Heltzer

Partner, Head of ESG, Ares Management

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A speaker photo for Kristina Matthews

Kristina Matthews

Managing Director, ONEX

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A speaker photo for Jessica Thompson

Jessica Thompson

Executive Director, Deputy Head of North America Infrastructure Debt, IFM Investors

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14:50 - 15:40

Track C | Sustainable infrastructure investing

Dan Winters, Andrew Kessler, Sam Lissner, Jim Pass, Cassie Winn
  • Laying the foundations for sustainable infrastructure investing
  • Sustainable and inclusive recovery
  • How can infra investors contribute to SDG outcomes?

Moderator:
Dan Winters, 
Head of Americas, GRESB

Panelists:
Andrew Kessler,
Acting President, NY Green Bank
Samuel J. Lissner, Principal, Ridgewood Infrastructure
Jim Pass, Senior Managing Director, Guggenheim Partners
Cassie Winn, Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management

A speaker photo for Dan Winters

Dan Winters

Senior Director, Strategic Initiatives, GRESB

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A speaker photo for Andrew Kessler

Andrew Kessler

President, New York Green Bank

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A speaker photo for Sam Lissner

Sam Lissner

Principal, Ridgewood Infrastructure

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A speaker photo for Jim Pass

Jim Pass

Senior Managing Director, Guggenheim Partners

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A speaker photo for Cassie Winn

Cassie Winn

Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management

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Afternoon sessions
15:40 - 15:50

Networking break

Plenary sessions
15:55 - 16:30

Environmental, social, and governance integration

Robert Jenkins, Michael Cappucci, Amy O'Brien, Mackenzie Turner

Effectively incorporating ESG factors into the investment underwriting process.

Moderator:
Robert Jenkins, Global Head of Research, Refinitiv

Panelists:
Michael Cappucci, Managing Director for Compliance and Sustainable Investing, Harvard Management Company (HMC)
Amy O’Brien, Head of Responsible Investing, Nuveen
Mackenzie Turner, Director of Impact, Vistria

A speaker photo for Robert Jenkins

Robert Jenkins

Global Head of Research, Refinitiv

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A speaker photo for Michael Cappucci

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

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A speaker photo for Amy O'Brien

Amy O'Brien

Head of Responsible Investing, Nuveen

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A speaker photo for Mackenzie Turner

Mackenzie Turner

Director of Impact and Policy, Vistria

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16:35 - 17:15

Keynote Fireside Chat: Transitioning to Net Zero

Toby Mitchenall, Connor Teskey
A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, Private Equity, PEI

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A speaker photo for Connor Teskey

Connor Teskey

Managing Partner, CEO, Renewable Energy, Brookfield Asset Management

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Agenda

Day 2- March 4th - Thursday 4th

Welcome remarks & women's roundtable
09:00 - 09:55

Women's roundtable

Aditi Mohapatra
A speaker photo for Aditi  Mohapatra

Aditi Mohapatra

Managing Director, BSR

Read bio
09:55 - 10:00

PEI welcome

Speaker:
Seth Kerker, Director of Events – Americas, PEI

Plenary sessions
10:00 - 10:35

Keynote leadership discussion

Jordan Stutts, Kip Kirkpatrick, Marty Nesbitt

Moderator:
Jordan Stutts, Senior Writer for Private Markets, PEI Media

Keynote Speakers:
Kip Kirkpatrick,
Senior Partner, Co-Chairman & Co-CEO, Vistria
Marty Nesbitt, Senior Partner, Co-Chairman & Co-CEO, Vistria

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

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A speaker photo for Kip Kirkpatrick

Kip Kirkpatrick

Senior Partner, Co-Chairman and Co-CEO, Vistria

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A speaker photo for Marty Nesbitt

Marty Nesbitt

Senior Partner, Co-Chairman and Co-CEO,Vistria

Read bio
10:40 - 11:30

Emerging opportunities in impact investing

Meg Lentz, Mark Berryman, Antonio Marquez, Megan Starr, Julia Wittlin, CFA, CAIA, FRM
  • Raising capital for impact
  • Understanding how to effectively measure and manage impact
  • Where in the market do you see the biggest potential opportunity – climate/carbon solutions, fintech/wealth inequality, education, healthcare, others?

Moderator:
Meg Lentz, Vice President, Malk Partners

Panelists:
Mark Berryman,
Managing Director, Impact Investing, Caprock
Antonio Marquez, Managing Partner & Founding Principal, Comunidad Partners
Megan Starr, Global Head of Impact, The Carlyle Group
Julia Wittlin, CFA, CAIA, FRM, Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

A speaker photo for Meg Lentz

Meg Lentz

Vice President, Malk Partners

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A speaker photo for Mark Berryman

Mark Berryman

Managing Director, Impact Investing, Caprock

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A speaker photo for Antonio Marquez

Antonio Marquez

Principal and Managing Partner, Comunidad Partners

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A speaker photo for Megan 	 Starr

Megan Starr

Global Head of Impact, The Carlyle Group

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A speaker photo for Julia Wittlin, CFA, CAIA, FRM

Julia Wittlin, CFA, CAIA, FRM

Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

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Networking break
11:30 - 11:45

Morning networking break

Morning breakout series
11:50 - 12:40

Track A | Responsible agriculture investment strategies

Chris Janiec, Atish Babu, Jay L. Koh, Allison Spector
  • Identifying compelling investment opportunities through a thoughtful ESG lens
  • ESG integration
  • Ag climate challenges

Moderator:
Chris Janiec, Americas Editor, Agri Investor

Panelists:
Atish Babu,
Senior Vice President, Agriculture Capital
Jay Koh,
Managing Director, The Lightsmith Group
Allison L. Spector, Director of Responsible Investment, Real Assets and Private Markets, Nuveen

A speaker photo for Chris Janiec

Chris Janiec

Americas Editor, Agri Investor

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A speaker photo for Atish Babu

Atish Babu

Senior Vice President, Agriculture Capital

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A speaker photo for Jay L. Koh

Jay L. Koh

Managing Director, The Lightsmith Group

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A speaker photo for Allison Spector

Allison Spector

Head of ESG, One Rock Capital Partners

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11:50 - 12:40

Track B | The impact of covid-19 on logistics and supply chain

Michael Rohwer, Deborah Albers, Dean Alborough, Sean Barr
  • Have we become too tight on logistics and supply chain?
  • Managing ESG risk in the supply chains of private companies and assets
  • The benefits of good ESG risk management in supply chains

Moderator:
Michael Rohwer, Director, Information and Communications Technology, BSR

Panelists:
Deborah Albers, Vice President, Responsible Business Alliance
Dean Alborough
, Head of ESG, Old Mutual Alternative Investments (OMAI)
Sean Barr, Regional Vice President, EcoVadis

Rowher, Michael BSR

Michael Rohwer

Director, Information and Communications Technology, BSR

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A speaker photo for Deborah Albers

Deborah Albers

Vice President, Responsible Business Alliance

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A speaker photo for Dean  Alborough

Dean Alborough

Head of ESG, Old Mutual Alternative Investments (OMAI)

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A speaker photo for Sean Barr

Sean Barr

Regional Vice President, EcoVadis

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11:50 - 12:40

Track C | ESG in Venture Capital

Peter Dunbar, Tracy Barba, Uli Grabenwarter, David Mott, Susan Winterberg

Moderator:
Peter Dunbar, Private Equity Senior Specialist, Principles for Responsible Investment (PRI)

Panelists:
Tracy Barba, Global Executive Director ESG and Investor Market Development, 500 Startups
Uli Grabenwarter, Deputy Director of Equity Investments, EIF (European Investment Fund)
David Mott,
Founding Partner, Oxford Capital
Susan Winterberg, Former Fellow, Technology and Public Purpose Project, Belfer Center, Harvard Kennedy School

A speaker photo for Peter Dunbar

Peter Dunbar

Principal – Responsible Investment, StepStone Group

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A speaker photo for Tracy Barba

Tracy Barba

Global Executive Director ESG and Investor Market Development, 500 Startups

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A speaker photo for Uli Grabenwarter

Uli Grabenwarter

Deputy Director of Equity Investments, EIF (European Investment Fund)

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Mott, David Oxford Capital

David Mott

Founding Partner, Oxford Capital

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A speaker photo for Susan  Winterberg

Susan Winterberg

Former Fellow, Technology and Public Purpose Project, Belfer Center, Harvard Kennedy School

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Plenary sessions
12:45 - 13:35

Driving diversity for better results

Carmen Ortiz-McGhee, Khalida Ali, Sarah Bratton Hughes, Sanjiv Shah, Paul Yett

Diversity & inclusion are a business imperative.

Moderator:
Carmen Ortiz-McGhee, Chief Operating Officer, National Association of Investment Companies (NAIC)

Panelists:
Khalida Ali,
Director, Diversity & Inclusion, Vista Equity Partners
Sarah Bratton Hughes, Head of Sustainability, North America, Schroders
Sanjiv Shah
, Managing Director, Emerging & Diverse Managers Team, Harbourvest
Paul Yett, Head of ESG & Sustainability, Hamilton Lane

A speaker photo for Carmen Ortiz-McGhee

Carmen Ortiz-McGhee

Chief Operating Officer, National Association of Investment Companies (NAIC)

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A speaker photo for Khalida Ali

Khalida Ali

Director, Diversity & Inclusion, Vista Equity Partners

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A speaker photo for Sarah Bratton Hughes

Sarah Bratton Hughes

Head of Sustainability, North America, Schroders

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A speaker photo for Sanjiv  Shah

Sanjiv Shah

Managing Director, Emerging & Diverse Managers Team, Harbourvest

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A speaker photo for Paul Yett

Paul Yett

Director of ESG and Sustainability, Hamilton Lane

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13:40 - 14:30

Environmental justice

Brooke Dillon, Dr. Michael K. Dorsey, Tara Guelig, Andrew Rodriguez
  • Has ESG proven effective so far in making an impact? And is ESG saving the planet for everybody?
  • Combating climate change
  • Will the Biden administration boost inclusive sustainable investments?

Moderator:
Brooke Dillon, Senior Managing Consultant, Ramboll

Panelists:
Michael K. Dorsey,
CEO & Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar
Tara Guelig, Director of Sustainability and Impact, The Lightsmith Group
Andrew Rodriguez, 
CEO & Chief Investment Officer, Change Finance

A speaker photo for Brooke Dillon

Brooke Dillon

Senior Managing Consultant, Ramboll

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A speaker photo for Dr. Michael K.  Dorsey

Dr. Michael K. Dorsey

CEO and Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar

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Guelig Tara The Lightsmith Group

Tara Guelig

Director of Sustainability and Impact, The Lightsmith Group

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A speaker photo for Andrew  Rodriguez

Andrew Rodriguez

CEO and Chief Investment Officer, Change Finance

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14:30 - 14:45

Networking break

14:45 - 15:30

How to use impact and ESG data to drive value creation

Kirk Hourdajian, Bob Conlin, Erin Mulligan Nelson, Rick Needham

Moderator:
Kirk Hourdajian, Head of ESG & Impact, Vista Equity Partners

Panelists:
Bob Conlin, CEO, NAVEX 
Erin Mulligan Nelson,
CEO, Social Solutions
Rick Needham, Partner & Energy Sector Lead, The Rise Fund

 

Kirk Hourdajian Vista Equity Partners

Kirk Hourdajian

Head of ESG and Impact, Vista Equity Partners

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A speaker photo for Bob Conlin

Bob Conlin

CEO, NAVEX

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A speaker photo for Erin Mulligan Nelson

Erin Mulligan Nelson

CEO, Social Solutions

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A speaker photo for Rick Needham

Rick Needham

Partner, Energy Sector Lead, The Rise Fund

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15:30 - 15:40

Chairwoman's closing remarks

Carol Jeppesen

Chairwoman:
Carol Jeppesen, CAIA, Head of US, Principles for Responsible Investment (PRI)

A speaker photo for Carol  Jeppesen

Carol Jeppesen

Head of US, Principles for Responsible Investment (PRI)

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2021 Speakers

Interested in speaking at the 2021 Forum?
Please contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.

Deborah Albers

Vice President, Responsible Business Alliance

Dean Alborough

Head of ESG, Old Mutual Alternative Investments (OMAI)

Khalida Ali

Director, Diversity & Inclusion, Vista Equity Partners

Ada Arevalo

Founder and CEO, iimpact capital

George Ashton

President, LISC Fund Management

Atish Babu

Senior Vice President, Agriculture Capital

Tracy Barba

Global Executive Director ESG and Investor Market Development, 500 Startups

Sean Barr

Regional Vice President, EcoVadis

Marc Becker

Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management

Mark Berryman

Managing Director, Impact Investing, Caprock

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

Bob Conlin

CEO, NAVEX

Sarah Corrigan

Principal Consultant, ERM

Brooke Dillon

Senior Managing Consultant, Ramboll

Dr. Michael K. Dorsey

CEO and Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar

Peter Dunbar

Principal – Responsible Investment, StepStone Group

Lee Gardella

Head of Private Equity North America, Member of the Investment Committee, Schroders Capital

Uli Grabenwarter

Deputy Director of Equity Investments, EIF (European Investment Fund)

Guelig Tara The Lightsmith Group

Tara Guelig

Director of Sustainability and Impact, The Lightsmith Group

Lisa Hall

Impact Chair, Private Equity, Apollo Global Management

Adam Heltzer

Partner, Head of ESG, Ares Management

Matthew Hershenson

Head of Investor Relations, Paine Schwartz Partners

Kirk Hourdajian Vista Equity Partners

Kirk Hourdajian

Head of ESG and Impact, Vista Equity Partners

Sarah Bratton Hughes

Head of Sustainability, North America, Schroders

Chris Janiec

Americas Editor, Agri Investor

Robert Jenkins

Global Head of Research, Refinitiv

Carol Jeppesen

Head of US, Principles for Responsible Investment (PRI)

Chase Jordan

Partner/Principal, Ernst and Young

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Kip Kirkpatrick

Senior Partner, Co-Chairman and Co-CEO, Vistria

Jay L. Koh

Managing Director, The Lightsmith Group

Meg Lentz

Vice President, Malk Partners

Sam Lissner

Principal, Ridgewood Infrastructure

Antonio Marquez

Principal and Managing Partner, Comunidad Partners

Kristina Matthews

Managing Director, ONEX

Angela Miller May

Chief Investment Officer, Chicago Teachers' Pension Fund

Dan Mistler

Partner, Head of ESG Advisory, ACA Group

Toby Mitchenall

Senior Editor, Private Equity, PEI

Aditi Mohapatra

Managing Director, BSR

Mott, David Oxford Capital

David Mott

Founding Partner, Oxford Capital

Martin Muoto

Chief Executive Officer, SoLa Impact Fund

David Natt

Senior Vice President Asset Manager, Avanath Capital Management

Rick Needham

Partner, Energy Sector Lead, The Rise Fund

Erin Mulligan Nelson

CEO, Social Solutions

Marty Nesbitt

Senior Partner, Co-Chairman and Co-CEO,Vistria

Amy O'Brien

Head of Responsible Investing, Nuveen

Carmen Ortiz-McGhee

Chief Operating Officer, National Association of Investment Companies (NAIC)

Jim Pass

Senior Managing Director, Guggenheim Partners

Jim Pieri

Managing Partner, Chief Investment Officer, Assured Healthcare Partners

Keren Raz

Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management

Joanna Reiss

Partner and Co-lead of Impact, Private Equity, Apollo Global Management

Candice Richards

Managing Director, Head of ESG and Compliance Officer, MidOcean Partners

Andrew Rodriguez

CEO and Chief Investment Officer, Change Finance

Rowher, Michael BSR

Michael Rohwer

Director, Information and Communications Technology, BSR

Chanie Rubin

Chief Quality Officer, Proud Moments Behavioral Health

Eli Rubin

Chief Executive Officer, Proud Moments Behavioral Health

Jon Samuels

Partner & Co-Head, Vistria

Matt Schey

Senior Director, Sustainable Investing and Strategic Projects, Institutional Limited Partners Association (ILPA)

Sanjiv Shah

Managing Director, Emerging & Diverse Managers Team, Harbourvest

Molly Smith

Environmental, Social, and Governance Consultant, Bridge House Advisors

Arturo Sneider

Partner, Primestor

Allison Spector

Head of ESG, One Rock Capital Partners

Megan Starr

Global Head of Impact, The Carlyle Group

Jordan Stutts

Senior Writer, Private Markets, PEI

Chavon Sutton

Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

Connor Teskey

Managing Partner, CEO, Renewable Energy, Brookfield Asset Management

Jessica Thompson

Executive Director, Deputy Head of North America Infrastructure Debt, IFM Investors

Mackenzie Turner

Director of Impact and Policy, Vistria

Cassie Winn

Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management

Susan Winterberg

Former Fellow, Technology and Public Purpose Project, Belfer Center, Harvard Kennedy School

Dan Winters

Senior Director, Strategic Initiatives, GRESB

Julia Wittlin, CFA, CAIA, FRM

Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

Paul Yett

Director of ESG and Sustainability, Hamilton Lane

2021 Sponsors

The Responsible Investment Forum New York 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.

Pre-Event Resources

Frequently asked questions

What about the timezone difference? How do I set meetings on my timezone?

The platform shows available meeting times as per your computer’s timezone. For example, if you are based in New York, a meeting you set for 12 pm from your account will show to a recipient in Los Angeles as 9 am, reducing the human error impact of incorrectly guessing timezones.

It is worth noting that event timings will be running on the Eastern Time Zone. The platform will note the timezone abbreviation next to most timings to avoid confusion.

How do I access sessions?

All attendees will be sent a link to access our virtual conference app two weeks prior to the event. As a registered attendee, you will be sent a unique link to access the platform. That link is unique to you and cannot be shared with anyone else.

What is included in the ticket price?

Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of select sessions.

Do I need to sit in front of my laptop all day or all night?

No. There will be live content (which is where you can take part in live Q&As) and select sessions will be made on demand, so you can watch sessions at a time convenient to you.

I have watched enough webinars over the past 6 months, why would I want to watch more?

We hear you – which is why we have structured the platform to ensure you are part of the conversation. You will be able to:
  • Ask questions of panel speakers during the session
  • Spend time face-to-face via video conference with speakers to ask questions after the
    session
  • Join roundtables to discuss the topics that matter to you with like-minded peers
  • Focused networking breaks where you can discuss the strategies and opportunities you are interested in
  • Pop in to sponsor booths to connect via video and discuss their offerings or a presentation that they have given

Additional questions?

Please feel free to contact us directly at regny@peimedia.com.