Effectively integrating ESG to create sustainable value

The Responsible Investment Forum returns for its sixth year 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.

Topics include:

  • LP expectations on ESG
  • Impact Investing for the future
  • Regulatory considerations
  • Identifying a “greenwasher”
  • Diversity, equity, and inclusion
  • The infrastructure market
  • Tax planning
  • Climate solutions

Co-Host:

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.

Keynote speakers

Natasha Buckley

Vice President, Head of ESG

HarbourVest Partners

Tricia Winton

Global Head of ESG

Bain Capital

Mona Sutphen

Partner & Head of Investment Strategies

Vistria

2022 speakers

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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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Day 1 Day 2
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Agenda

Day 1 - Wednesday 2nd

Welcome registration and opening remarks
07:30 - 08:30

Registration and welcome breakfast

08:30 - 08:35

PEI welcome

Erin Wolfe

Erin Wolfe, Senior Conference Producer, PEI Media

A speaker photo for Erin Wolfe

Erin Wolfe

Senior Conference Producer, PEI Media

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08:35 - 08:55

Chair’s opening remarks

Peter Dunbar

Join our Responsible Investment Co-Host’s, The Principles for Responsible Investment as they kick off the day with an overview of the current ESG themes, progress, and future developments in the ESG & PE space.

Chair:
Peter Dunbar, Head of Private Equity, PRI

A speaker photo for Peter Dunbar

Peter Dunbar

Principal – Responsible Investment, StepStone Group

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Plenary sessions
08:55 - 09:25

Opening keynote

Natasha Buckley, Elizabeth Seeger

Panelists:
Natasha Buckley, Vice President, Head of ESG, HarbourVest Partners
Elizabeth Seeger, Managing Director, Sustainable Investing, KKR

 

A speaker photo for Natasha Buckley

Natasha Buckley

Vice President, Head of ESG, HarbourVest Partners

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A speaker photo for Elizabeth Seeger

Elizabeth Seeger

Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation

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09:25 - 09:55

LP fireside perspective

Yup Kim, Matt Schey

Interviewee:
Yup Kim, Head of Investments, Private Equity, CalPERS Private Equity

Interviewer:
Matthew Schey, Senior Director, Sustainable Investing & Strategic Projects, ILPA

A speaker photo for Yup Kim

Yup Kim

Head of Investments, Private Equity, CalPERS Private Equity

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A speaker photo for Matt Schey

Matt Schey

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

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09:55 - 10:45

Building a better ESG strategy

Alan Kao, Michael Cappucci, Alison Humphrey , Michael Kashani , Kristina Matthews, Andrew Siwo
  • Investors on a range of questions relating to their expectations from managers on ESG frameworks, data, culture, DEI, and other matters.
  • Top questions during fundraising such as understanding a firm’s ability to identify and manage material ESG-related risk and use ESG factors to create value.

Moderator:
Alan Kao, Principal and Global Director, ESG Services, Ramboll

Panelists:
Michael Cappucci, Senior Vice President, Compliance and Sustainable Investing, Harvard Management Company
Alison Humphrey, Director of ESG, PJT Partners
Michael Kashani, Head of ESG Credit, Apollo Global Management
Kristina Matthews, Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors
Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

A speaker photo for Alan Kao

Alan Kao

Principal and Global Director, ESG Services, Ramboll

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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 Alison Humphrey

Alison Humphrey

Director of ESG, PJT Partners

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A speaker photo for Michael Kashani

Michael Kashani

Head of ESG Credit, Apollo Global Management

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A speaker photo for Kristina Matthews

Kristina Matthews

Managing Director, ONEX

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A speaker photo for Andrew  Siwo

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

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10:45 - 11:25

DEI: changing the future of business and your firm

Lorraine Wilson, Tynesia Boyea-Robinson, Mary Knobler, Eric Taylor
  • focus on in incorporating DEI firms into your portfolio and how to back diverse owned businesses
  • looking at your own internal DEI practices and how to recruit a distinct workforce to include POC, Women, LGBTQIA+, and other diverse groups.
  • understanding DEI data and how to utilize these metrics

Moderator:
Lorraine Wilson, Chief Impact Officer and Head of ESG, Novata

Panelists:
Tynesia Boyea-Robinson,
Operating Advisor, Jacmel Growth Partners
Mary Knobler,
Managing Director – External Affairs, Oaktree
Eric Taylor, CEO & CIO, Trident

A speaker photo for Lorraine Wilson

Lorraine Wilson

CIO and Head of ESG, Novata

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A speaker photo for Tynesia  Boyea-Robinson

Tynesia Boyea-Robinson

President, and CEO, CapEQ

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A speaker photo for Mary Knobler

Mary Knobler

Managing Director – External Affairs, Oaktree

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A speaker photo for Eric Taylor

Eric Taylor

Founder and CEO, Trident

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Networking break
11:25 - 11:55

Networking break

Plenary mid-day sessions
11:55 - 12:35

Impact investing for the future

Winna Brown, Emanuel Citron, Nancy Pfund, Jackie Rantanen, Jennifer Signori
  • Shift in millennial focus on Impact initiatives and why this sector is becoming increasingly in demand
  • How impact investments are driving returns
  • Companies mitigating risks to their finances to build sustainable portfolios

Moderator:
Winna Brown, EY Americas Private Equity ESG Leader and host of the EY NextWave Private Equity Podcast, Ernst & Young

Panelists:
Emanuel Citron, Managing Partner, Volery Capital Partners
Nancy Pfund, Founder and Managing Partner, DBL Partners
Jackie Rantanen, Managing Director, Hamilton Lane
Jennifer Signori, Managing Director, Neuberger Berman

A speaker photo for Winna Brown

Winna Brown

Private Equity Client Service Partner and Americas ESG leader, Ernst and Young

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A speaker photo for Emanuel Citron

Emanuel Citron

Managing Partner, Volery Capital Partners

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A speaker photo for Nancy  Pfund

Nancy Pfund

Founder and Managing Partner, DBL Partners

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A speaker photo for Jackie  Rantanen

Jackie Rantanen

Managing Director, Co-Head of Impact, Hamilton Lane

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A speaker photo for Jennifer  Signori

Jennifer Signori

Managing Director, ESG and Impact Investing, Neuberger Berman

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12:35 - 13:15

Understanding the pendulum: regulation for ESG compliance considerations

Dan Mistler, Mary Beth Houlihan, Marshall Sprung, Suzanne Tavill, Marianne Voss
  • ESG as a fiduciary duty
  • EU SFDR and how it impacts US GPs? Are the policy aims being achieved? (ideas)
  • SEC thinking about something similar – mandatory climate risk disclosure for corporates?
  • Other related regs in the US? E.g. California Supply Chain Transparency Act? How do these affect due diligence/monitoring, etc?

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

Panelists:
Mary Beth Houlihan,
Partner, ESG & Impact, Kirkland & Ellis
Marshall Sprung, Global Head of Compliance, BlackStone
Suzanne Tavill, Global Head of Responsible Investment, Partner, StepStone Group
Marianne Voss, Chief ESG and Impact Officer, Webster Equity Partners

A speaker photo for Dan  Mistler

Dan Mistler

Partner, Head of ESG Advisory, ACA Group

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A speaker photo for Mary Beth Houlihan

Mary Beth Houlihan

ESG and Impact Partner, Kirkland and Ellis

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A speaker photo for Marshall Sprung

Marshall Sprung

Global Head of Compliance, BlackStone

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A speaker photo for Suzanne Tavill

Suzanne Tavill

Global Head of Responsible Investment, Partner, StepStone Group

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A speaker photo for Marianne  Voss

Marianne Voss

Managing Director and Chief ESG Officer, Webster Equity Partners

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13:15 - 13:55

Falsifying credentials – how to identify a greenwasher

James Bilko, Eugenie M. Cesar-Fabian, Colin Etnire, Lee Gardella, Anibal Montes

In an age where we are making so many strides towards ESG practices, it can be tough to rectify the small percentage of managers that may be behind in their ESG promises. In this session, our industry experts offer insight to investors on how best to identify these managers through understanding language, looking for jumps in data, and clarifying the small details.

Moderator:
James Bilko, ESG Consultant, Bridge House Advisors

Panelists:
Eugenie Cesar-Fabian, Partner & Head of ESG & Sustainability, Palladium Equity Partners
Colin Etnire, Head of ESG, BC Partners
Lee Gardella, Head of Private Equity North America, Member of the Investment Committee, Schroders Capital
Anibal Montes, Head of ESG, WM Partners

 

A speaker photo for James Bilko

James Bilko

ESG Consultant, Bridge House Advisors

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A speaker photo for Eugenie M.  Cesar-Fabian

Eugenie M. Cesar-Fabian

Head of ESG & Sustainability, Palladium Equity Partners

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A speaker photo for Colin Etnire

Colin Etnire

Head of ESG, BC Partners

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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 Anibal  Montes

Anibal Montes

Head of ESG, WM Partners

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13:55 - 14:10

Introduction to the SBTI Guidance for Private Equity

Nandini Hampole , Jakob Schenker
  • Summary and highlights from the recently launched guidance
  • Update on how we’re seeing firms respond
  • Insights into how this guidance could inform your firm’s climate strategy

Panelists:
Nandini Hampole,
Vice President, ESG & Responsible Investment, Bregal Investments
Jakob Schenker, Associate Director, Anthesis

A speaker photo for Nandini  Hampole

Nandini Hampole

Principal, ESG & Responsible Investment, Bregal Investments

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A speaker photo for Jakob Schenker

Jakob Schenker

Director, ESG and Climate Advisory Practice, KPMG

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Networking lunch
14:10 - 15:10

Afternoon networking lunch

Breakout afternoon session
15:10 - 15:50

TRACK A | How to measure the ESG and carbon performance of your entire portfolio

Toby Robertson, David Wynn

Learn how to measure the carbon impact of your portfolio and use this data to set targets, engage portfolio companies, drive returns, and realize KPIs.

  • Where to start with calculating bottom-up portfolio carbon emissions
  • How to educate, engage and enable portfolio companies in carbon measurement
  • How carbon emissions data from portfolio companies can be used to underpin target-setting
  • Majority and minority investments – how to manage carbon data differently
  • Consolidating portfolio emissions to meet current and future reporting requirements

Panelists:
Toby Robertson, Head of InvestorPortal, Greenstone
David Wynn, Chief Product Officer, Greenstone

A speaker photo for Toby  Robertson

Toby Robertson

Head of InvestorPortal, Greenstone

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A speaker photo for David Wynn

David Wynn

Chief Product Officer, Greenstone

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15:10 - 15:50

TRACK B | Building 2022: A look at tomorrow’s infrastructure market

Jessica Bonsall, Rob Day, Andrew Harris, Sam Lissner
  • A policy update on the Bipartisan Infrastructure Framework
  • The current state of the infrastructure market and detail the significant trends affecting the asset class and what to expect coming up in 2022.

Moderator:
Jessica Bonsall, Director of ESG, ACA

Panelists:
Rob Day,
Partner, Co-Founder, Spring Lane Capital
Andrew Harris,
Principal, North Sky Capital
Sam Lissner, Principal, Ridgewood Infrastructure

A speaker photo for Jessica Bonsall

Jessica Bonsall

Director of ESG, ACA

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A speaker photo for Rob Day

Rob Day

Partner, Co-Founder, Spring Lane Capital

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A speaker photo for Andrew  Harris

Andrew Harris

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

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A speaker photo for Sam Lissner

Sam Lissner

Principal, Ridgewood Infrastructure

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15:50 - 16:30

TRACK A | Interactive Working Group: A Sum Greater Than its Parts – Integrating Due Diligence Workstreams for Deeper Insights

Lexi Wachter
  • Integrating three pre-investment due diligence workstreams – ESG, EDD, ACE
  • Strengthening due diligence findings and insights by leveraging each due diligence scope in tandem
  • Greater awareness for climate risk, energy efficiency opportunities, business continuity risks, effectiveness of corporate policies, and more

*Please note this is an interactive working group, so please come equipped for discussion and questions.

Facilitator:
Lexi Wachter, Co-Founder & ESG Business Advisor, Bridge House Advisors

 

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Lexi Wachter

Co-Founder & ESG Business Advisor, Bridge House Advisors

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15:50 - 16:30

TRACK B | Ag - Capturing Natural Capital: An Asset Class for Change

Chris Janiec, Dave Chen, Eren Shultz , Shonda Warner
  • Attaching monetary value to naturally occurring benefits such as carbon capture, water quality, clean air, and biodiversity
  • Rewards action to limit adverse effects of greenhouse gases and helps attracts further investors

Moderator:
Chris Janiec, Americas Editor, Agri Investor

Panelists:
Dave Chen, CEO, Equilibrium Capital
Eren Shultz, Solutions Lead, ClimateAI
Shonda Warner, Founder and Managing Partner, Chess Ag Full Harvest Partners

A speaker photo for Chris Janiec

Chris Janiec

Americas Editor, Agri Investor

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A speaker photo for Dave Chen

Dave Chen

CEO, Equilibrium Capital

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A speaker photo for Eren Shultz

Eren Shultz

Solutions Lead, ClimateAI

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A speaker photo for Shonda  Warner

Shonda Warner

Founder and Managing Partner, Chess Ag Full Harvest Partners

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Networking break
16:30 - 17:00

Networking afternoon break

Plenary closing sessions
17:00 - 17:40

ESG in Private Credit

Chase Jordan, Michael Altschuler, Rita Mangalick, Amanda Mari, Devasena Vallabhaneni
  • Lessons learned from ESG in PE and Direct Lenders’ obstacles to success
  • Creating an ESG program that creates positive change, satisfies LPs, works with sponsors, and borrower management teams
  • What is next: the open question of “What’s the role of data in lender’s ESG program”

Moderator:
Chase Jordan, Managing Director, Malk Partners

Panelists:
Michael Altschuler, CAO & General Counsel, Comvest Partners
Rita Mangalick, Managing Director & Global Head of ESG for Hedge Fund Solutions, Blackstone Credit
Amanda Mari, Director of ESG, Benefit Street Partners
Devasena Vallabhaneni, Managing Director, Antares Capital

A speaker photo for Chase Jordan

Chase Jordan

Partner/Principal, Ernst and Young

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A speaker photo for Michael Altschuler

Michael Altschuler

Chief Administrative Officer & General Counsel, Comvest Partners

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A speaker photo for Rita Mangalick

Rita Mangalick

Managing Director & Global Head of ESG for Hedge Fund Solutions, Blackstone Credit

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A speaker photo for Amanda Mari

Amanda Mari

Director of ESG, Benefit Street Partners

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A speaker photo for Devasena Vallabhaneni

Devasena Vallabhaneni

Managing Director, Antares Capital

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17:40 - 18:00

Closing keynote address

Mona Sutphen , Jordan Stutts

Interviewee:
Mona Sutphen, Partner & Head of Investment Strategies, Vistria

Interviewer:
Jordan Stutts, Senior Reporter, New Private Markets

 

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Mona Sutphen

Partner & Head of Investment Strategies, Vistria

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A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

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End of day one
18:00 - 19:00

Cocktail reception

Agenda

Day 2 - Thursday 3rd

Welcome remarks & LPs, GPs, think tanks
08:00 - 09:00

LP think tank breakfast (Invitation Only)

Andrew Malk, Matt Schey

Panelists:
Andrew Malk, Managing Partner, Malk Partners
Matthew Schey, Senior Director, Sustainable Investing & Strategic Projects, ILPA

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Andrew Malk

Managing Partner, Malk Partners

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A speaker photo for Matt Schey

Matt Schey

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

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08:00 - 09:00

GP think tank breakfast (DEI)

Lindsay Rosenstein, Samantha Rowan

Panelists:
Lindsay Rosenstein,
Vice President and Head of ESG, Crestview Partners
Samantha Rowan, Editor, Real Estate Capital

A speaker photo for Lindsay   Rosenstein

Lindsay Rosenstein

Principal and Head of ESG, Crestview Partners

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A speaker photo for Samantha Rowan

Samantha Rowan

Editor, Real Estate Capital USA

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08:00 - 09:00

Registration & welcome breakfast

Plenary opening remarks & sessions
09:00 - 09:10

Chair's welcome

Peter Dunbar

Chair:
Peter Dunbar, Head of Private Equity, PRI

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Peter Dunbar

Principal – Responsible Investment, StepStone Group

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09:10 - 09:40

Opening keynote address | Working Through the ‘ESG of Everything’ to Find a Grounded Strategy

Tricia Winton, Alan Kao
  • Developing a unique, authentic approach to ESG that is grounded in your firms’ purpose, values and culture
  • How to work through sprawling ESG definitions and disclosures to prioritizing core ESG commitments and ambitions, both at the firm-level and in portfolio companies
  • How to best Integrate ESG-related goals globally measure progress without overburdening internal resources and portfolio companies
  • Why ESG is naturally aligned with the views of long-term investors who are seeking to amplify value-creation and positive impact for stakeholders

Interviewee:
Tricia Winton,
Global Head of ESG, Bain Capital

Interviewer:
Alan Kao,
Principal and Global Director, ESG Services, Ramboll

A speaker photo for Tricia Winton

Tricia Winton

Partner and Global Head of ESG, Bain Capital

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A speaker photo for Alan Kao

Alan Kao

Principal and Global Director, ESG Services, Ramboll

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09:40 - 10:20

The next frontier: tying incentives to ESG metrics

Peter Dunbar, Sean Barr, Brett Hickey, Justin Kulla, Jon Patty
  • GP’s need to meet certain thresholds to receive carried interest, so how are ESG metrics playing a factor in their overall fund returns? What are the profit incentives?
  • For LPs, how do they incentivize GPs to invest along ESG principles?
  • Is carried interest the only incentive option for firms moving forward? Will we see other vehicles?
  • How to incentivize and reward portfolio company employees under PE ownership – those below C-Suite who typically do very well out of ESOP’s?

Moderator:
Peter Dunbar, Head of Private Equity, PRI

Panelists:
Sean Barr,
Regional VP of Sales – Americas, EcoVadis
Brett Hickey, Founder & CEO, Star Mountain Capital
Justin Kulla, Partner of Impact Investing and Head of ESG, TZP Group
Jon Patty, Managing Director, White Oak

A speaker photo for Peter Dunbar

Peter Dunbar

Principal – Responsible Investment, StepStone Group

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A speaker photo for Sean Barr

Sean Barr

Regional VP of Sales - Americas, EcoVadis

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A speaker photo for Brett Hickey

Brett Hickey

Founder and CEO, Star Mountain Capital

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A speaker photo for Justin Kulla

Justin Kulla

Partner of Impact Investing and Head of ESG, TZP Group

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A speaker photo for Jon Patty

Jon Patty

Managing Director, White Oak

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10:20 - 11:00

The emerging imperative of managing climate risk

Barrett Lawson, Adam Heltzer, Adrien-Paul Lambillon, Keren Raz, Brendan Reilly
  • Climate change is the great disrupter of our time, firms that proactively plan around climate risk will be better positioned to navigate the change
  • Perspectives on how different types of investors incorporate climate risk/considerations into their investment process
  • Many leading practices are now emerging including climate risk due diligence, annual greenhouse gas inventories, significant capital investments in emissions reductions, TCFD reporting
  • Panelists will share insights from their journey, lessons learned, takeaways

Moderator:
Barrett Lawson, Director, North America, Anthesis

Panelists:
Adam Heltzer,
Head of ESG, Ares Management
Adrien-Paul Lambillon, ESG & Sustainability, Partners Group
Keren Raz, Senior Responsible Investment Manager, APG Asset Management
Brendan Reilly, Chief Technology Officer, Riskthinking AI

 

A speaker photo for Barrett Lawson

Barrett Lawson

Director, North America, Anthesis

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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 Adrien-Paul Lambillon

Adrien-Paul Lambillon

ESG & Sustainability, Partners Group

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A speaker photo for Keren Raz

Keren Raz

Senior Responsible Investment Manager, APG Asset Management

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A speaker photo for Brendan Reilly

Brendan Reilly

Chief Technology Officer, Riskthinking AI

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Networking break
11:00 - 11:30

Morning networking break

Morning breakout series
11:30 - 12:10

Climate change

Snehal Shah, John Higelin, Neda Jafar, Catherine Lien, Avantika Saisekar
  • Managers are finding opportunities in funding solution-based technologies.
  • Climate solutions and related technologies are high-growth sectors of the economy that can provide opportunities for endowments to make equity investments that seek returns associated with their goals.

Moderator:
Snehal Shah, Reporter, New Private Markets, PEI Media

Panelists:
John Higelin,
Partner, Zouk Capital
Neda Jafar,
Partner, Kimmeridge
Catherine Lien, Vice President and Head of Impact & ESG for North America, GEF Capital Partners
Avantika Saisekar, Director of ESG, Wafra

 

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for John Higelin

John Higelin

Partner, Zouk Capital

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A speaker photo for Neda Jafar

Neda Jafar

Partner, Kimmeridge

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A speaker photo for Catherine Lien

Catherine Lien

Vice President and Head of Impact & ESG for North America, GEF Capital Partners

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A speaker photo for Avantika Saisekar

Avantika Saisekar

Managing Director of Sustainable Investing, Wafra Inc.

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11:30 - 12:10

Real Estate & The Push for Affordable Housing

Kyle Strumfels, Ada Arevalo, Inna Khidekel, Antonio Marquez, Jonathan Needell

Given the extreme shortage of affordable housing, there is opportunity for positive impacts in this sector that could show significant returns.

  • Many occupants of current affordable housing programs tend to be long term tenants which provides solid cash flow.
  • Low supply combined with huge demand creates a real estate investment portfolio that has a high net operating income and produces a solid return on investment.

Moderator:
Kyle Strumfels, Associate, ESG M&A Consulting, Langan

Panelists:
Ada Arevalo, Founder & CEO, iimpact
Inna Khidekel, Partner, Client Solutions Group, Bridge Investment Group
Antonio Marquez, Principal and Managing Partner, Comunidad Partners
Jonathan Needell, President & CIO, Kairos Investment Management

A speaker photo for Kyle Strumfels

Kyle Strumfels

Associate, ESG M&A Consulting, Langan

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A speaker photo for Ada Arevalo

Ada Arevalo

Founder and CEO, iimpact capital

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A speaker photo for Inna Khidekel

Inna Khidekel

Partner, Capital Markets, Bridge Investment Group

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A speaker photo for Antonio Marquez

Antonio Marquez

Principal and Managing Partner, Comunidad Partners

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Jonathan A. Needell Kairos Investment Management Company

Jonathan Needell

President & CIO, Kairos Investment Management

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Plenary afternoon sessions
12:10 - 12:50

ESG data convergence: building a framework for the future

Joseph Schuhow, Sanaz Raczynski, Leela Ramnath, Astha Ummat, Maaike van der Schoot
  • Creating a culture around reporting and data and using aggregated data as a benchmark for other firms
  • Strides taken by the ESG Data Convergence Project
  • Preparing for SEC examinations and ensuring accurate data is presented
  • Investors requiring more consistent reporting of ESG metrics
  • The evolution of non-profit and for-profit companies working tandem to find data sharing initiatives
  • Databases of aggregated benchmark data

Moderator:
Joseph Schuhow, Senior ESG Advisor, RepRisk

Panelists:
Sanaz Raczynski,
Head of Sustainability, Kohlberg & Company
Leela Ramnath,
Senior Vice President, Head of ESG, Warburg Pincus
Astha Ummat, Head of ESG, Centerbridge Partners
Maaike van der Schoot, Responsible Investment Officer, Alpinvest Partners

A speaker photo for Joseph Schuhow

Joseph Schuhow

Senior ESG Advisor, RepRisk

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A speaker photo for Sanaz  Raczynski

Sanaz Raczynski

Managing Director, Sustainability, Kohlberg and Company

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A speaker photo for Leela Ramnath

Leela Ramnath

Senior Vice President, Head of ESG, Warburg Pincus

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A speaker photo for Astha  Ummat

Astha Ummat

Head of ESG, Centerbridge Partners

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A speaker photo for Maaike van der Schoot

Maaike van der Schoot

Head of Responsible Investment, AlpInvest Partners

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12:50 - 13:30

Plotting net zero and your portfolio

Ryan Miller , Sharadiya Dasgupta, Peter Fox-Penner, William Orum, Allison Spector
  • Mounting pressure for both GPs & LPs to understand their carbon footprints and plot sustainable paths to carbon neutrality. How are different organizations handling?
  • How do investors handle potential contradicting segments of businesses that are pushing to go carbon neutral, but may still have a foot in areas such as coal emissions?
  • How do we determine what constitutes a nets zero emission portfolio?

Moderator:
Ryan Miller, VP & GM Private Capital Markets, Persefoni

Panelists:
Sharadiya Dasgupta,
Founding Partner, Blue Dot Capital
Peter Fox-Penner, Chief Impact Officer, Energy Impact Partners
William Orum, Partner, Capricorn Investment Group
Allison Spector, Head of ESG, One Rock Capital Partners

A speaker photo for Ryan  Miller

Ryan Miller

Senior Vice President and General Manager, Global Financial Services, Persefoni

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A speaker photo for Sharadiya Dasgupta

Sharadiya Dasgupta

Founding Partner, Blue Dot Capital

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A speaker photo for Peter Fox-Penner

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

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A speaker photo for William Orum

William Orum

Partner, Capricorn Investment Group

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A speaker photo for Allison Spector

Allison Spector

Head of ESG, One Rock Capital Partners

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13:30 - 14:30

Networking lunch and conclusion of conference

 

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.

 

 

Interested in speaking at the 2022 Forum?
Please contact Erin Wolfe at erin.w@peimedia.com or +1 646 973 3816.

Michael Altschuler

Chief Administrative Officer & General Counsel, Comvest Partners

Ada Arevalo

Founder and CEO, iimpact capital

Sean Barr

Regional VP of Sales - Americas, EcoVadis

James Bilko

ESG Consultant, Bridge House Advisors

Jessica Bonsall

Director of ESG, ACA

Tynesia Boyea-Robinson

President, and CEO, CapEQ

Winna Brown

Private Equity Client Service Partner and Americas ESG leader, Ernst and Young

Natasha Buckley

Vice President, Head of ESG, HarbourVest Partners

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

Eugenie M. Cesar-Fabian

Head of ESG & Sustainability, Palladium Equity Partners

Dave Chen

CEO, Equilibrium Capital

Emanuel Citron

Managing Partner, Volery Capital Partners

Sharadiya Dasgupta

Founding Partner, Blue Dot Capital

Rob Day

Partner, Co-Founder, Spring Lane Capital

Peter Dunbar

Principal – Responsible Investment, StepStone Group

Colin Etnire

Head of ESG, BC Partners

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

Lee Gardella

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

Nandini Hampole

Principal, ESG & Responsible Investment, Bregal Investments

Andrew Harris

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

Adam Heltzer

Partner, Head of ESG, Ares Management

Brett Hickey

Founder and CEO, Star Mountain Capital

John Higelin

Partner, Zouk Capital

Mary Beth Houlihan

ESG and Impact Partner, Kirkland and Ellis

Alison Humphrey

Director of ESG, PJT Partners

Neda Jafar

Partner, Kimmeridge

Chris Janiec

Americas Editor, Agri Investor

Chase Jordan

Partner/Principal, Ernst and Young

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Michael Kashani

Head of ESG Credit, Apollo Global Management

Justin Kulla

Partner of Impact Investing and Head of ESG, TZP Group

Adrien-Paul Lambillon

ESG & Sustainability, Partners Group

Barrett Lawson

Director, North America, Anthesis

Catherine Lien

Vice President and Head of Impact & ESG for North America, GEF Capital Partners

Inna Khidekel

Partner, Capital Markets, Bridge Investment Group

Yup Kim

Head of Investments, Private Equity, CalPERS Private Equity

Mary Knobler

Managing Director – External Affairs, Oaktree

Sam Lissner

Principal, Ridgewood Infrastructure

Andrew Malk

Managing Partner, Malk Partners

Rita Mangalick

Managing Director & Global Head of ESG for Hedge Fund Solutions, Blackstone Credit

Amanda Mari

Director of ESG, Benefit Street Partners

Antonio Marquez

Principal and Managing Partner, Comunidad Partners

Kristina Matthews

Managing Director, ONEX

Ryan Miller

Senior Vice President and General Manager, Global Financial Services, Persefoni

Dan Mistler

Partner, Head of ESG Advisory, ACA Group

Anibal Montes

Head of ESG, WM Partners

Jonathan A. Needell Kairos Investment Management Company

Jonathan Needell

President & CIO, Kairos Investment Management

William Orum

Partner, Capricorn Investment Group

Jon Patty

Managing Director, White Oak

Nancy Pfund

Founder and Managing Partner, DBL Partners

Sanaz Raczynski

Managing Director, Sustainability, Kohlberg and Company

Leela Ramnath

Senior Vice President, Head of ESG, Warburg Pincus

Jackie Rantanen

Managing Director, Co-Head of Impact, Hamilton Lane

Keren Raz

Senior Responsible Investment Manager, APG Asset Management

Brendan Reilly

Chief Technology Officer, Riskthinking AI

Toby Robertson

Head of InvestorPortal, Greenstone

Lindsay Rosenstein

Principal and Head of ESG, Crestview Partners

Samantha Rowan

Editor, Real Estate Capital USA

Avantika Saisekar

Managing Director of Sustainable Investing, Wafra Inc.

Jakob Schenker

Director, ESG and Climate Advisory Practice, KPMG

Matt Schey

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

Joseph Schuhow

Senior ESG Advisor, RepRisk

Eren Shultz

Solutions Lead, ClimateAI

Elizabeth Seeger

Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation

Snehal Shah

Reporter, New Private Markets, PEI Group

Jennifer Signori

Managing Director, ESG and Impact Investing, Neuberger Berman

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Allison Spector

Head of ESG, One Rock Capital Partners

Marshall Sprung

Global Head of Compliance, BlackStone

Kyle Strumfels

Associate, ESG M&A Consulting, Langan

Jordan Stutts

Senior Writer, Private Markets, PEI

Mona Sutphen

Partner & Head of Investment Strategies, Vistria

Suzanne Tavill

Global Head of Responsible Investment, Partner, StepStone Group

Eric Taylor

Founder and CEO, Trident

Astha Ummat

Head of ESG, Centerbridge Partners

Devasena Vallabhaneni

Managing Director, Antares Capital

Maaike van der Schoot

Head of Responsible Investment, AlpInvest Partners

Marianne Voss

Managing Director and Chief ESG Officer, Webster Equity Partners

Lexi Wachter

Co-Founder & ESG Business Advisor, Bridge House Advisors

Shonda Warner

Founder and Managing Partner, Chess Ag Full Harvest Partners

Lorraine Wilson

CIO and Head of ESG, Novata

Tricia Winton

Partner and Global Head of ESG, Bain Capital

David Wynn

Chief Product Officer, Greenstone

Conference venue

Convene

117 W 46th St, New York, NY 10036

Hotel room block

Kimpton Muse Hotel

130 W 46th St, New York, NY 10036

All conference sessions will take place at Convene.

We have also reserved a room block at the Kimpton Muse Hotel for attendees at a discounted rate. To reserve your room at the hotel, please use the link below or call reservations and mention PEI’s Responsible Investment Forum at 1-800-KIMPTON. Room block expires February 23rd.

Book a room