North America’s #1 event for ESG in private markets

The Responsible Investment Forum returns for its seventh year to bring together the most sophisticated institutional investors, fund managers, consultants, and highly recognized associations to explore opportunities in ESG from value creation to implementing an effective ESG strategy, taking place March 1-2, co-hosted with PRI.

Key content pieces this year will include the push towards net-zero commitments and a heavier focus on climate action, an exploration of the ESG regulatory landscape, practical steps for analyzing data sets for value creation, streamlining of universal ESG frameworks and metrics, key learnings from our European counterparts, and the budding growth of impact as its own asset class. Hear from the leading investors, managers, and expert advisors on the latest ESG strategies.

Explore working sessions, networking breaks, evening drinks receptions, and invite-only breakfasts to better network with fellow industry professionals. Build new working relationships, foster current ones, and share your knowledge and practices with other investors and managers.

Book now to be a part of the must-attend event for alternative asset professionals with an interest in ESG and responsible investment.

What can you expect at the event?

Exceptional event content

The key themes for this year will span the E, S & G. Learn from industry experts and gain insight into addressing climate change, regulatory changes, value creation, data usage, and much more.

Elite Networking

Connect with industry participants in all aspects of responsible investment. Network in-person at interactive working sessions, networking breaks, an evening drinks reception, and invite-only breakfasts.

Top attending investors

Hear from institutional investors who are looking to share their insights and increase their exposure. Attendees from 2022 included representatives from CalPERS, Church Investment Group, New York State Common Retirement Fund, and many more.

Key event themes for 2023

  • The life cycle of and ESG Data set: with a greater focus, we will examine how data is captured, analyzed, used to implement policies and strategies, and then subsequently stored and checked for gaps and what technologies are being used for these processes. We will examine how we can use this data to improve investment strategies and drive value.
  • Driving ESG Frameworks, Standardization, and Regulation: utilizing key learnings from U.S. and European countries regarding a need for standardized ESG metrics across the world. How are we defining these frameworks, how are strategies being measured, and how are governing bodies regulating these initiatives?
  • Keys to implementation a solid ESG strategy & preparing for future commitments: ESG across asset classes and how different initiatives are helping us get to net-zero, improving supply chains, and protecting human rights. Tangible steps towards the implementation of strategies and new case studies, working groups showcasing real examples, and interactive brainstorming sessions.

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.

Connect with responsible investment professionals

ACA Global
African Development Bank
AIG
AIMCo
Akshaya Patra Foundation
American Student Assistance
Anthesis Group
APG Asset Management
Apollo Global Management Inc
Ares Management Corporation
Bain Capital
Beamonte Investments
Beninvest & Associates
Blackstone
Church Investment Group
City of Stamford
EcoVadis
ERM
Ernst & Young
Gatewood Capital Partners
Hamilton Lane
HarbourVest Partners
Harvard Management Company (HMC)
Khazanah Americas
Kirkland & Ellis
KKR & Co. Inc.
Kohlberg & Company
Litus Foundation
Litus Foundation LOHAS Advisors
Malk Partners
MiddleGround Capital
MJ Hudson
Mubadala
Neuberger Berman
New York State Common Retirement Fund
Novata
Office Of The Comptroller Of The City Of New York
One Rock Capital Partners
OTPP
Paine Schwartz Partners
Palladium Equity
Partners Group
Persefoni
PJT Partners
Prudential
Ramboll
RepRisk
Ridgewood Infrastructure
Salty Capital, LLC.
Schroders Capital
Sen Family Office
Star Mountain Capital LLC
TA Associates
The City of New York, Finance
U.S. International Development Finance Corp
United Church Funds
Wafra
Warburg Pincus LLC
White Oak

Apply for a complimentary institutional investor pass

A limited number of complimentary passes are available for eligible allocators and 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 follow up with you to secure your pass.

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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Venue and hotel

Convene
117 W 46th St
New York, NY 10036

View the venue

kimpton muse

Kimpton Muse Hotel
130 West 46th Street
New York, 10036

Discount ends February 10

Book your room

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.

Host workshops, networking sessions and roundtables to meet your business goals with senior professionals. Sponsorship gives you 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.
  • Position your brand alongside PEI and PRI, as they co-host the portfolio of Responsible Investment Forum events, bringing the entire community of private markets professionals together to discuss ESG challenges and opportunities.
  • 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

Download the 2023 agenda

The Responsible Investment Forum: New York will take place on 1-2 March 2023.

For more information on the agenda, please contact Erin Wolfe.

erin.wolfe@peimedia.com | +1 646 973 3816

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 1st

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

Registration & Networking Breakfast

08:30 - 08:33

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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08:33 - 08:37

Co-Host Remarks

Peter Dunbar

Speaker:
Peter Dunbar,
Head of Private Equity, UNPRI

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Peter Dunbar

Head of Private Equity, UNPRI

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08:37 - 08:40

Chair Remarks and Programming Kick-Off

Bruce Simpson

Speaker:
Bruce Simpson, Advising ESG Board Member, Multiple Firms

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Bruce Simpson

Senior ESG advisor

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Plenary sessions
08:40 - 09:10

Opening keynote

Elizabeth Seeger, Andrew Siwo

Join a standard setter and allocator as they share perspectives on critical sustainable capitalism topics that are germane to asset owners, asset managers, and service providers.


Speakers:

Elizabeth Seeger, Board Member, International Sustainability Standards Board
Andrew Siwo, Director of Sustainable Investments & Climate Solutions, New York State Common Retirement Fund

A speaker photo for Elizabeth Seeger

Elizabeth Seeger

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

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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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09:10 - 09:50

Solidifying Your ESG Strategy

Alan Kao, Angela Jhanji, Lindsay Rosenstein, Allison Spector
  •  Between all the different initiatives out there today, it can be difficult to figure out how to continue to build out the best ESG strategy for your firm.
  •  Practical steps for ESG program streamlining and how to accurately measure each silo: E, S, and G.
  • Understanding reporting requirements and certain regulatory concerns surrounding ESG inquiries.

Moderator:
Alan Kao,
Principal, Ramboll

Speakers:
Angela Jhanji, Managing Director, EQT Partners
Lindsay Rosenstein, Vice President and Head of ESG, Crestview
Allison Spector, Head of ESG, One Rock Capital Partners

A speaker photo for Alan Kao

Alan Kao

Principal and Global Director, ESG Services, Ramboll

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A speaker photo for Angela Jhanji

Angela Jhanji

Managing Director, EQT Partners

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A speaker photo for Lindsay   Rosenstein

Lindsay Rosenstein

Vice President and Head of ESG, Crestview Partners

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A speaker photo for Allison Spector

Allison Spector

Head of ESG, One Rock Capital Partners

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09:50 - 10:30

27 Years to Net Zero, Are We on Track?

John Fleming, Bethany Brantley, Michael Cappucci, Kate Macauley, Jimmy Yan
  • Practical tips to put a plan into action, NOW!
  • Current state of U.S. companies and their carbon programs and how close they are to matching the goals set out by the Paris Agreement
  •  Understanding geopolitical changes and how that is affecting companies’ ability to get to net-zero.

Moderator:
John Fleming,
Partner, ERM

Speakers:
Bethany Brantley,
Head of ESG, IPI Partners
Michael Cappucci,
Managing Director for Compliance and Sustainable Investing, Harvard Management Company
Kate McCauley, Principal, Ares Management
Jimmy Yan, Director of ESG, New York City Comptroller’s Office

 

 

 

A speaker photo for John Fleming

John Fleming

Partner, ESG and Climate Change, ERM

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A speaker photo for Bethany Brantley

Bethany Brantley

Head of ESG, IPI Partners

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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 Kate Macauley

Kate Macauley

Principal, Ares Management

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A speaker photo for Jimmy Yan

Jimmy Yan

Director of ESG, New York City Comptroller's Office

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10:30 - 11:10

Making ESG Data Work for You

Anastassia Bougakova, Heidi DuBois, Chenkay Li, Morgan Sheil, Madelyn Tutewiler
  • Practical steps for data intake, storage, examination, and identifying possible data gaps.
  • Analyzing ESG data to drive progress on ESG value creation.
  • Identifying ESG reporting quality and rooting out any biases in data.

Moderator:
Anastassia Bougakova, Senior Vice President, Malk Partners

Speakers:
Heidi DuBois,
Global Head of ESG, AEA Investors 
Chenkay Li,
Managing Director, Direct Equity Investments, Hamilton Lane
Morgan Sheil,  AVP Impact & Sustainability, Energy Impact Partners
Madelyn Tutewiler, Vice President of ESG, MiddleGround Capital

A speaker photo for Anastassia Bougakova

Anastassia Bougakova

Senior Vice President, Malk Partners

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A speaker photo for Heidi DuBois

Heidi DuBois

Global Head of ESG, AEA Investors

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A speaker photo for Chenkay Li

Chenkay Li

Managing Director, Direct Equity Investments, Hamilton Lane

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A speaker photo for Morgan Sheil

Morgan Sheil

Associate Vice President, Impact and Sustainability, Energy Impact Partners

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A speaker photo for Madelyn Tutewiler

Madelyn Tutewiler

Vice President of ESG, MiddleGround Capital

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Networking break
11:10 - 11:40

Networking break

Plenary mid-day sessions
11:40 - 12:20

The New ESG Regulatory Landscape

Kristina Wyatt, Robert Esposito, Tracy Harris, Mary Beth Houlihan
  • New SEC proposals around ESG requirements for investment advisers and firms and understanding enforcement policies
  • Keeping compliant with current SFDR mandates
  • Tactical solutions for ESG compliance within your firm and portfolio companies
  • Understanding consequences for ESG infractions & potentials surrounding loss of operating licenses

Moderator:
Kristina Wyatt,
Deputy GC and SVP of Global Climate Reporting, Persefoni

Speakers:
Rob Esposito,
Managing Director & Senior Counsel, ESG, Apollo Global Management
Tracy Harris, Independent Director, District of Columbia Retirement Board Trustee
Mary Beth Houlihan, ESG & Impact Partner, Kirkland & Ellis

A speaker photo for Kristina  Wyatt

Kristina Wyatt

Deputy GC and SVP of Global Climate Reporting, Persefoni

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A speaker photo for Robert Esposito

Robert Esposito

Managing Director and Senior Counsel, ESG, Apollo Global Management

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A speaker photo for Tracy Harris

Tracy Harris

Independent Director, District of Columbia Retirement Board Trustee

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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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12:20 - 13:00

Digital Infrastructure and Technology for ESG Considerations

Snehal Shah, Joshua Brunert , Josh Green, Mackenzie Turner
  • Using technology- driven solutions to create processes for sourcing, capture and processing, and validation to overcome data issues.
  • Getting ESG portfolio engines to scale, is it better to build solutions internally our outsource to third parties?
  • How to build up your digital infrastructure to protect company assets and data.

Moderator:
Snehal Shah,
Reporter, New Private Markets

Speakers:
Joshua Brunert, Global Head of ESG Product Development, Apex Group
Josh Green, Chief Operating Officer, Novata
Mackenzie Turner, Director of Impact & Policy, Vistria PRG

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for Joshua Brunert

Joshua Brunert

Global Head of ESG Product Development, Apex Group

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A speaker photo for Josh Green

Josh Green

COO and co-founder, Novata

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A speaker photo for Mackenzie Turner

Mackenzie Turner

Director of Impact and Policy, Vistria

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13:00 - 13:40

ESG & Deal Team Buy-In

Winna Brown, Cornelia Gomez, Machal Karim, Tricia Winton, Nathalie Kosciusko-Morizet
  • Role of deal team in the decision-making process of responsible investments
  • As a deal professional how influential is identifying ESG value creation opportunities at the diligence stage to an investment decision?
  • ESG as a risk mitigation strategy or a value creation opportunity?

Moderator:
Winna Brown, Private Equity Client Service Partner and Americas ESG Leader, Ernst and Young

Speakers:
Cornelia Gomez, Global Head of ESG, General Atlantic
Machal Karim, Head of ESG, Blue Owl
Tricia Winton, Senior Vice President and Global Head of ESG, Bain Capital
Nathalie Kosciusko-Morizet, Senior Partner, Antin Infrastructure Partners

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 Cornelia Gomez

Cornelia Gomez

Global Head of ESG, General Atlantic

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A speaker photo for Machal Karim

Machal Karim

Head of ESG, Blue Owl Capital

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A speaker photo for Tricia Winton

Tricia Winton

Partner and Global Head of ESG, Bain Capital

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A speaker photo for Nathalie Kosciusko-Morizet

Nathalie Kosciusko-Morizet

Senior partner, NextGen

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Lunch
13:40 - 14:40

Lunch

Breakout afternoon session
14:40 - 15:10

Track A – Continued Push Towards Impact Investing

Michael Eisenberg , Rini Greenfield, Michael Korengold, Kyle Matter, Jones Thomas
  • Status of the impact landscape and where PE firms are beginning to implement strategies.
  • Who should think about including impact funds and are there pros and cons to its implementation?
  • Expected trends in the impact space going into 2023 and beyond.

Moderator:
Michael Eisenberg,
Partner, ESG Services, ERM

Speakers:
Rini Greenfield,
Founding General Partner, Rethink Food
Michael Korengold
, President & CEO, Enhanced Capital Partners
Kyle Matter, Managing Director, Global Impact, KKR
Jones Thomas, Director, Capricorn Investment Group

A speaker photo for Michael Eisenberg

Michael Eisenberg

Partner, ESG Services, ERM

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A speaker photo for Rini Greenfield

Rini Greenfield

Founding General Partner, Rethink Food

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A speaker photo for Michael  Korengold

Michael Korengold

President, Enhanced Capital

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A speaker photo for Kyle Matter

Kyle Matter

Managing Director, Global Impact, KKR

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A speaker photo for Jones Thomas

Jones Thomas

Director, Capricorn

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14:40 - 15:20

Track B – ESG Strategy: The Journey From Day 1 to Year X

Chase Jordan, Jean Gulliver, Kim Erle, Maha Eltobgy

ESG Programs now require multiple functional experts to collaborate to solve the ESG problems that matter. We would talk about a few macro trends and ask how each role needs to deliver for their firms’ success.

Moderator:
Chase Jordan,
Partner/Principal, Ernst & Young

Speaker:
Jean Gulliver,
Director of Investor Relations, Court Square
Kim Erle, Managing Director and Global Head of ESG, H.I.G. Capital
Maha Eltobgy, Chief Sustainability Officer & Managing Director, Brightstar Capital Partners

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Chase Jordan

Partner/Principal, Ernst and Young

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A speaker photo for Jean Gulliver

Jean Gulliver

Director of investor Relations, Court Square

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A speaker photo for Kim Erle

Kim Erle

Managing Director and Global Head of ESG, H.I.G. Capital

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A speaker photo for Maha Eltobgy

Maha Eltobgy

Chief Sustainability Officer/Managing Director, Brightstar Capital

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14:40 - 15:20

Track C - ESG Integration in Private Debt

Snehal Shah, Priya Prasad Bowe, CFA, Kristina Matthews, Tess Virmani
  • Proactive approaches to combat lack of regulatory clarity and inadequate ESG data in private debt.
  • Comparing approaches for syndicated loans, direct lending loans, and sustainability linked loans.

Moderator:
Snehal Shah, Reporter, New Private Markets

Speakers:
Priya Prasad Bowe,
Managing Director and Head of ESG, Oaktree Capital
Kristina Matthews, Head of Investor Relations & ESG, Brightwood Capital Advisors
Tess Virmani, Deputy General Counsel & EVP, Public Policy, Head of ESG, Loan Syndications and Trading Association

 

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for Priya Prasad Bowe, CFA

Priya Prasad Bowe, CFA

Managing Director and Head of ESG, Oaktree Capital

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A speaker photo for Kristina Matthews

Kristina Matthews

Managing Director, ONEX

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A speaker photo for Tess Virmani

Tess Virmani

Deputy General Counsel and EVP, Public Policy, Head of ESG, Loan Syndications and Trading Association

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14:40 - 15:20

Track D – Driving Decarbonization in Portfolio Companies

Josh Hesterman, Ben Saunders, Irina Markina
  • Discuss how GPs are establishing climate strategies and goals at the firm/fund level
  • Review how these goals translate into specific initiatives for portfolio companies
  • Look at examples of how portfolio companies are operationalizing these through discrete decarbonization levers and programs

Moderator:
Josh Hesterman,
Managing Director, KPMG

Speaker:
Irina Markina,
Director of Impact and Sustainability, Ara Partners
Ben Saunders, Principal, ESG, Apollo Global Management

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Josh Hesterman

Managing Director, KPMG

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A speaker photo for Ben Saunders

Ben Saunders

Principal in ESG, Private Equity, Apollo

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A speaker photo for Irina Markina

Irina Markina

Director of Impact and Sustainability, Ara Partners

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15:20 - 16:00

Track A –Building Ethical, Resilient, & Impactful Supply Chains for Better Returns

Kristin Sjoholm , Tynesia Boyea-Robinson, Rob Celin, Sam Kass
  • Deeper understanding of supply chain ecosystems with a focus on human rights considerations and resiliency.
  • The untapped potential of supply chains to achieve impact goals and drive value.
  • Recommended areas of focus for ESG Commitments driving incremental and impactful change.

Moderator:
Kristin Sjoholm,
Managing Director, FTI Consulting

Speakers:
Tynesia Boyea-Robinson,
President, and CEO, CapEQ
Rob Celin, Principal & Chief of Staff, Tilia
Sam Kass, Partner, Acre Venture Partners

A speaker photo for Kristin Sjoholm

Kristin Sjoholm

Managing Director, FTI Consulting

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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 Rob Celin

Rob Celin

Principal and Chief of Staff, Tilia

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A speaker photo for Sam Kass

Sam Kass

Partner, Acre Venture Partners

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15:20 - 16:00

Track B – Case Study: ESG Reporting and Engagement Within Portfolio Companies

Klaus Koenigshausen, Amanda Murphy
  • How can your portfolio companies outperform their peers and unlock value
  • Which metrics matter and what are investors looking for
  • From reporting to improvement – the importance of continuous engagement and corrective action plans

Speakers:
Klaus Koeningshausen,
Partner, Bain Capital
Amanda Murphy,
Strategic Account Executive, EcoVadis

A speaker photo for Klaus Koenigshausen

Klaus Koenigshausen

Partner, Bain Capital

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A speaker photo for Amanda Murphy

Amanda Murphy

Strategic Account Executive, EcoVadis

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15:20 - 16:00

Track C – Infrastructure and The Energy Transition

Peter Ellsworth, Eric Newman, Laura Fernandez , Andrew Harris
  • The current state of the infrastructure market and detail the significant trends affecting the asset class and what to expect coming up in 2023.
  • The importance of moving away from fossil fuel investments and into more renewable energy resource investment.
  • Opportunities and key takeaways from the inflation reduction act.
  • The Role of Government in Building the Green Infrastructure Needed to Support the Energy Transition in the United States, Canada and abroad

Moderator:
Peter Ellsworth,
Senior Director, Ceres

Speakers:
Eric Newman,
Treasury Manager, City of Stamford
Laura Fernandez, Managing Director, Transactions & Permitting / ESG, Kinterra Capital
Andrew Harris, Head of ESG and Investor Relations, Tiger Infrastructure

A speaker photo for Peter Ellsworth

Peter Ellsworth

Senior Director, Ceres

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A speaker photo for Eric  Newman

Eric Newman

Treasury Manager, City of Stamford

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A speaker photo for Laura Fernandez

Laura Fernandez

Laura Fernandez, Managing Director, Transactions and Permitting / ESG, Kinterra Capital

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A speaker photo for Andrew  Harris

Andrew Harris

Head of ESG & Investor Relations, Tiger Infrastructure Partners

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15:20 - 16:00

Track D – Workshop: Analytics and benchmarking to build a stronger ESG program

Lorraine Wilson, Carrie Braddock
  • different benchmarks in the ESG space
  • the power of benchmarking and analytics
  • public market benchmarks for the private space
  • early data insights from the private markets
  • applying that data to your program

Speakers:
Carrie Braddock,
Managing Director, Head of ESG & Impact, Silver Lake
Lorraine Wilson, CIO and Head of ESG, Novata

A speaker photo for Lorraine Wilson

Lorraine Wilson

CIO and Head of ESG, Novata

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A speaker photo for Carrie Braddock

Carrie Braddock

Managing Director, Head of ESG and Impact, Silver Lake

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Networking break
16:00 - 16:30

Networking Break

Plenary closing sessions
16:30 - 17:10

Track A – Investor Priorities in Private Equity

Neda Jafar, Maximiliane Heidenblut, Sheryl Schwartz, Jessica Pan
  • Greater desire for co-investment
  • How are investors allocating specifically for impact & ESG?
  • ESG considerations during fundraising.

Moderator:
Neda Jafar, Partner, Kimmeridge

Speakers:
Maximiliane Heidenblut,
Head of ESG & Climate Products, Americas, MSCI
Jessica Pan, Senior Portfolio Manager, APG Asset Management
Sheryl Schwartz, Chief Investment Officer, ALTI

 

A speaker photo for Neda Jafar

Neda Jafar

Partner, Kimmeridge

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A speaker photo for Maximiliane Heidenblut

Maximiliane Heidenblut

Head of ESG and Climate Products, Americas, MSCI

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A speaker photo for Sheryl Schwartz

Sheryl Schwartz

Co Founder and Chief Investment Officer of Alti

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A speaker photo for Jessica Pan

Jessica Pan

Senior Portfolio Manager, APG Asset Management

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16:30 - 17:10

Track B – Workshop: WORKING GROUP: SFDR and EU Taxonomy in the US

Corey Barnes-Covenant
  • Understanding the basics and the impact of recent EU regulation for US firms
    • What is the current status of the development and enactment of regulation?
    • What potential impacts will this regulation have on your firm?
    • What are the basic actions you should start doing to prepare?

Speaker:
Corey Barnes-Covenant,
Head of Strategic Sustainability Consulting, Ramboll

A speaker photo for Corey Barnes-Covenant

Corey Barnes-Covenant

Head of Strategic Sustainability Consulting, Ramboll

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16:30 - 17:10

Track C – The U.S. Real Estate Market: Building A Green Future

Peter Benson, Helen Gurfel, Lauren Winkler, Dan Winters
  •  The push for using renewable resources and green construction materials in future building plans.
  • Understanding property values and returns for green rental properties vs. properties with weaker environmental performance.
  • How funds are going about engaging tenants on sustainability.

Moderator:
Peter Benson, Senior Reporter, Private Equity Real Estate, PEI

Speakers:
Helen Gurfel, Head of Sustainability & Innovation, CBRE
Lauren Winkler, Senior Director, ESG, The Green Cities Company
Dan Winters, Senior Director, GRESB

A speaker photo for Peter Benson

Peter Benson

Senior Reporter, PERE News

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A speaker photo for Helen Gurfel

Helen Gurfel

Head of Sustainability and Innovation, CBRE

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A speaker photo for Lauren Winkler

Lauren Winkler

Senior Director, ESG, The Green Cities Company

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A speaker photo for Dan Winters

Dan Winters

Senior Director, Strategic Initiatives, GRESB

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16:30 - 17:10

Track D – Impact Measurement Workshop: Defining your impact strategy and capturing metrics that matter

Callie Mattson, Anne Matusewicz
  • Starting with impact themes or taking a company-by-company approach?
  • SDGs and other metrics: how to avoid rainbow washing
  • Value creation from a multistakeholder perspective
  • Demonstrating impact improvement over the investment lifecycle

Speakers:
Callie Mattson, Co-Head of ESG & Impact Strategy, Reporting 21
Anne Matusewicz, Co-Head of ESG & Impact Strategy, Reporting 21

A speaker photo for Callie  Mattson

Callie Mattson

Co-Head of ESG and Impact Strategy, Reporting 21

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A speaker photo for Anne Matusewicz

Anne Matusewicz

Co-Head of ESG & Impact Strategy, Reporting 21

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17:10 - 17:50

Track A – Debate: Is launching an impact strategy detrimental to wider sustainability efforts?

Tania Carnegie, Pedro Henriques Da Silva , Cristian Norambuena, Abrielle Rosenthal
  • Consider the reasons to launch a separate impact strategy vs. addressing sustainability throughout the fund
  • Are ESG and impact differentiated enough for separated strategies?
  • The implications for ESG specialists on evolving approaches

Moderator:
Tania Carnegie, Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Speakers:
Pedro Henriques da Silva, Associate, Impact Investments, Global Endowment Management
Cristian Norambuena, Director, Private Equity, Tikehau Capital
Abrielle Rosenthal, Chief Sustainability Officer, Chief Human Resources Officer, Managing Director New York, Towerbrook

A speaker photo for Tania Carnegie

Tania Carnegie

Global and US Lead for ESG, Private Equity and Asset Management, KPMG

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A speaker photo for Pedro Henriques Da Silva

Pedro Henriques Da Silva

Associate, Impact Investments, Global Endowment Management

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A speaker photo for Cristian Norambuena

Cristian Norambuena

Director, Private Equity, Tikehau Capital

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A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Chief Sustainability Officer, Towerbrook

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17:10 - 17:50

Track B – Workshop: CASE STUDY: Biodiversity

Bruce Simpson, Dr. Jane Carter Ingram, Carl Johan Renström
  • Working with portfolio companies to establish a biodiversity program
  • Identifying states where biodiversity decisions have the greatest impact
  • Moving beyond acquisition strategies to strategies that address habitat degradation, loss and fragmentation, and exotic species invasions.
  • Working with local groups to achieve conservation goals.

Moderator:
Bruce Simpson, Advising ESG Board Member, Multiple Firms

Speakers:
Carter Ingram, Executive Director, Pollination Group
Carl Johan Renstrom, Partner, EQT

 

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Bruce Simpson

Senior ESG advisor

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Dr. Jane Carter Ingram

Executive Director, Pollination Group

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Carl Johan Renström

Partner, EQT Partners

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17:10 - 17:50

Track C - Venture

Peter Dunbar, Pat Burtis, Shu Dar Yao, Lauren Densham, Hillary Flynn
  • Identifying the key priorities for ESG in VC
  • To what extent does a VC’s business model contribute towards the resolution of an ESG challenge?
  •  How best can we assess the value of an ESG-oriented startup?

Moderator:
Peter Dunbar,
Head of Private Equity, UNPRI

Speaker:
Pat Burtis,
Partner, Amadeus Capital Partners
Shu Dar Yao, Founder, Managing Partner, Lucid Capitalism
Lauren Densham,
Head of Impact & ESG, Energize Ventures
Hillary Flynn, Director of ESG, Private Investments, Wellington Management Company

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Peter Dunbar

Head of Private Equity, UNPRI

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Pat Burtis

Partner, Amadeus Capital Partners

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A speaker photo for Shu Dar Yao

Shu Dar Yao

Founder, Managing Partner

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Lauren Densham

Head of Impact and ESG, Energize Ventures

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A speaker photo for Hillary Flynn

Hillary Flynn

Partner, Senior Managing Director, Director of ESG, Private Investments, Wellington Management

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17:10 - 17:50

Track D - Small, Private Idiosyncrasies

Robert Schuessler
  •   Technical challenges in automatically identifying references to small, private companies (and how to overcome them)
  • How to adapt filters for ESG, SDG and other standards to uncover information about smaller firms and supply chain dependencies
  • How to rank risk for small, private firms which attract less attention but are subject to a wider range of idiosyncratic risk

Speaker:
Robert Schuessler,
Head of Quantitative Research, North America, SESAMm

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Robert Schuessler

Head of Quantitative Research, North America, SESAMm

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End of day one
17:50 - 19:00

Networking Reception

Agenda

Day 2 - Thursday 2nd

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

LP Think Tank Breakfast in partnership with ILPA

Max Hong, Matt Schey

Speakers:
Max Hong,
Chief Executive Officer, Malk Partners
Matt Schey, Senior Director, Sustainable Investing & Strategic Projects, ILPA

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Max Hong

Chief Executive Officer, Malk Partners

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Matt Schey

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

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08:00 - 09:00

GP Working Group Breakfast

Gloria Mirrione

The sustainability expectations placed on today’s private equity funds are both exciting and daunting. Tasked with responding to:

  • The crucial shortage in diverse talent across private markets
  • The significant increase in competition for sustainability-aligned deals
  • Thematically driven origination and value creation opportunities
  • Regulatory changes
  • Tackling climate change within portfolios
  • Positive impact as a driver of commercial value

The question remains: Do GPs have access to the professionals who not only understand the critical themes, sustainability challenges and ESG data methodologies that really matter for investors but also how to implement them most effectively?

Join Acre’s Gloria Mirrione as she shares key insights from our work with private equity groups, investment managers, asset owners and SME impact investors through an interactive workshop focused on the leadership skills required to keep pace, and effectively assess risk, identify emerging opportunities and build confidence amongst a firm’s stakeholders.

The session will conclude with a Q&A on topics such as key talent pools, skill gaps, popular training courses/qualifications, ESG/impact incentive structures, organizational design and compensation trends.

Speaker:
Gloria Mirrione, Executive Director, Head of Sustainable Finance & Impact Investing, Americas, ACRE

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Gloria Mirrione

Executive Director, Head of Sustainable Finance and Impact Investing, Americas, ACRE

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09:00 - 09:05

Chair’s Remarks

Peter Dunbar

Speaker:
Peter Dunbar,
Head of Private Equity, UNPRI

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Peter Dunbar

Head of Private Equity, UNPRI

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09:05 - 09:45

Opening Keynote - The ESG Data Convergence Initiative – a game changer for ESG in the private markets?

Ben Morley, Samantha Hill, Megan Starr
  • Update on the progress of the initiative to date
  • What we’ve learned about ESG in private equity from the initiative’s inaugural year
  • How to harness the EDCI to drive value creation in the portfolio
  • What’s next for the initiative in 2023?

Moderator:
Ben Morley, Partner & Associate Director, Boston Consulting Group

Speakers:
Samantha Hill, Managing Director, Sustainable Investing & Real Assets, Canada Pension Plan Investment Board
Megan Starr, Global Head of Impact, The Carlyle Group

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Ben Morley

Partner and Associate Director, BCG

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Samantha Hill

Managing Director, Sustainable Investing, Real Assets Global Leadership Team, CPP Investments

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Megan Starr

Global Head of Impact, The Carlyle Group

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09:45 - 10:25

European Influence: Learnings from Across the Pond

Eric Bloom, Marieke Boudeling, Natasha Buckley, Elsa Palanza, Eimear Palmer
  • With Europe being traditionally ahead of the U.S. on responsible investing initiatives, what can we learn from our European counterparts and how are we implementing ideas coming out of the region?
  • How is recent ESG regulation in the EU bound to affect ESG regulation in the U.S.?
  • How do questions differ between U.S. and E.U investors?

Moderator:
Eric Bloom,
COO & Head of Client Solutions, Re:Co

Speakers:
Marieke Boudeling,
Principal, ESG Advantage
Natasha Buckley,
Vice President, ESG, HarbourVest Partners
Elsa Palanza, Managing Director, Global Head of Sustainability & ESG, ICG
Eimear Palmer, Partner, Global Head of ESG, Pantheon Ventures

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Eric Bloom

Chief Operating Officer & Head of Client Solutions, Re:Co

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Marieke Boudeling

Principal, ESG Advantage

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Natasha Buckley

Vice President, ESG, HarbourVest Partners

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Elsa Palanza

Managing Director, Global Head of Sustainability and ESG, ICG

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Eimear Palmer

Partner, Global Head of ESG, Pantheon Ventures

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Networking break
10:25 - 10:55

Networking break

Morning breakout series
10:55 - 11:35

Rising Importance of Standardized ESG Metrics and Frameworks

David Wynn, Jeffrey Cohen, Ashley McNamee, Sanaz Raczynski
  • Creating long term financial performance by focusing on key success factors including carbon metrics, financial and business metrics, and governance metrics.
  • Pros and cons to developing consistent and universal metrics
  • Metrics in action case study examples

Moderator:
David Wynn,
Chief Product Officer, Greenstone

Speakers:
Jeffrey Cohen, Managing Director, Head of ESG & Sustainability, Oak Hill Advisors
Ashley McNamee, Managing Director, Revelstoke Capital Partners
Sanaz (Kafayi) Raczynski, Head of Sustainability / ESG, Kohlberg & Company

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David Wynn

Chief Product Officer, Greenstone

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A speaker photo for Jeffrey Cohen

Jeffrey Cohen

Managing Director, Head of ESG and Sustainability, Oak Hill Advisors

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Ashley McNamee

Managing Director, Revelstoke Capital Partners

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Sanaz Raczynski

Head of Sustainability / ESG, Kohlberg and Company

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11:35 - 12:15

Creating Value through Long-term ESG Goals at the Portfolio Company Level

Abby Phenix, Garrett Atwood, Amy Brackin, Joy Fichiera
  • Hear from three sustainability leaders within PE-sponsored portfolio companies on how they have developed informed and practical strategies to improve ESG performance, reduce operating costs, create opportunities for their employees, enhance their brands, and create real value for their investors and customers.
  • How are they balancing the expectations of their PE sponsors with their other stakeholders?
  • What are the key areas of ESG focus to improve performance and create real business value?
  • What changes were fundamental to success? How have they driven those changes within their teams?
  •  How did green bonds factor into deal financing and how will this be administered moving forward?
  • Putting the shoe on the other foot: What did they wish PE sponsors knew about sustainability initiatives and strategies?

Moderator:
Abby Phenix,
ESG Business Advisor, Bridge House Advisors

Speakers:
Garrett Atwood,
VP of Special Projects, Eco Material Technologies
Amy Brackin,
VP of Sustainability, Liberty Tire Recycling
Joy Fichiera, Sr. Manager of ESG, Moon Valley Nurseries

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Abby Phenix

ESG Business Advisor, Bridge House Advisors

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Garrett Atwood

Vice President Special Projects, Eco Material Technologies

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Amy Brackin

VP of Sustainability, Liberty Tire Recycling

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Joy Fichiera

Sr. Manager of ESG, Moon Valley Nurserie

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12:15 - 12:55

Avoiding Greenwashing in Private Markets

Julia Lamorelle, Colin Etnire, Marianne Voss, Jennifer Wildroudt, Jennifer Wilson
  • Discrepancies across markets on what constitutes greenwashing and how we can address and streamline standards.
  • Understanding the role of data and reporting to prove sustainability efforts.
  • Tangible ways to avoid greenwashing and protect your firm

Moderator:
Julia Lamorelle,
Senior Vice President, Malk Partners

Speakers:
Colin Etnire, Head of ESG, BC Capital Partners
Marianne Voss, Chief ESG Officer, Webster Equity Partners
Jennifer Wildroudt
, Vice President of ESG, Sun Capital Partners
Jennifer Wilson, CEO and Founder, Re:Co

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Julia Lamorelle

Senior Vice President, Malk Partners

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Colin Etnire

Head of ESG, BC Partners

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Marianne Voss

Chief ESG Officer, Webster Equity Partners

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Jennifer Wildroudt

Vice President of ESG, Sun Capital Partners

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Jennifer Wilson

CEO and Founder, Re:Co

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End of Conference and Lunch
12:50 - 13:55

End of Conference & Lunch

For information on speaking at the event, please contact Erin Wolfe.

erin.w@peimedia.com |  +1 646 973 3816

Speakers for 2023 include:

Garrett Atwood

Vice President Special Projects, Eco Material Technologies

Garrett Atwood is Vice President of Special Projects at Eco Material Technologies. He oversees business development opportunities including key commercial negotiations, M/A, ESG initiatives, and capital project commissioning. Prior to joining Eco Mat… Read full bio

Corey Barnes-Covenant

Head of Strategic Sustainability Consulting, Ramboll

Corey Barnes-Covenant is the Head of Ramboll Management Consulting in the US where his work focuses on strategic sustainability consulting. Corey has served leading companies in ESG and sustainability for over a decade, driving business value through… Read full bio

Peter Benson

Senior Reporter, PERE News

Peter Benson is a senior reporter on PERE, covering listed commercial real estate companies in the US and further afield. A graduate of the S.I. Newhouse School of Public Communications at Syracuse University, where he earned a masters degree in maga… Read full bio

Eric Bloom

Chief Operating Officer & Head of Client Solutions, Re:Co

Eric Bloom is the Chief Operating Officer & Head of Client Solutions at Re:Co, a software and advisory firm that enables companies in private markets to drive market-leading results on Environmental, Social, & Governance (ESG) priorities. He… Read full bio

Tynesia Boyea-Robinson

President, and CEO, CapEQ

As an entrepreneur, Six Sigma blackbelt, and technologist, Tynesia helps businesses achieve their true potential through social impact. She has been religiously leading and writing about enterprises that “do well and do good” for over a decade. As Pr… Read full bio

Marieke Boudeling

Principal, ESG Advantage

Marieke Boudeling is principal at ESG Advantage and is leading the US team expansion in New York. Marieke has been part of the consulting team for over 6 years. She has supported over 25 GPs and engaged with hundreds of portfolio companies to success… Read full bio

Anastassia Bougakova

Senior Vice President, Malk Partners

Anastassia leads Malk’s ESG Solutions practice, helping drive ESG adoption and innovation for private market investors and their portfolio companies. In her role, she oversees Malk’s ESG monitoring service, supporting GPs’ portfolio companies on oper… 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

Amy Brackin

VP of Sustainability, Liberty Tire Recycling

Amy Brackin is the Senior Vice President of Sustainability for Liberty Tire Recycling, the largest tire recycling company in North America. Since 2012, she has held various roles in business and market development at Liberty Tire and in July 2021, Ms… Read full bio

Carrie Braddock

Managing Director, Head of ESG and Impact, Silver Lake

Carrie Braddock joined Silver Lake in 2020 as a Managing Director and Head of ESG & Impact. Prior to joining Silver Lake, she was a Senior Managing Director at Centerbridge Partners, where she was responsible for launching the Centerbridge Founda… Read full bio

Winna Brown

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

Winna is focused on ensuring consistent global delivery of EY services to PE portfolio companies aligned with the investment, value creation and ESG strategies of these businesses. She works directly with Operating Partners as well as investee manage… Read full bio

Bethany Brantley

Head of ESG, IPI Partners

Mrs. Brantley is Head of Environmental, Social, Governance (ESG) for IPI Partners where she oversees all aspects of the firm’s responsible investment practice, including ESG integration in underwriting and due diligence, portfolio monitoring and data… Read full bio

Joshua Brunert

Global Head of ESG Product Development, Apex Group

Joshua Brunert, Global Head of ESG Product Development at Apex Group, was a driving force behind the 2019 launch of the group’s ESG product suite. The ESG technology and advisory team has onboarded and served over 400 GPs and LPs across the private m… Read full bio

Natasha Buckley

Vice President, ESG, HarbourVest Partners

Natasha Buckley joined HarbourVest in 2019 and is responsible for sustaining the Firm’s ESG strategy and partnering with our general partners, limited partners, and the Firm’s employees to embrace sustainable investing. Natasha joined HarbourVest fro… Read full bio

Pat Burtis

Partner, Amadeus Capital Partners

Pat joined Amadeus in 2006 and is a Partner focusing primarily on growth-stage technology companies in Latin America. He is based in San Francisco. He works or has worked with Creditas, Descomplica, Transmode (STO:TRMO) and Tobii (STO:TOBII), among o… Read full bio

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

Michael Cappucci is a Managing Director for Compliance and Sustainable Investing at Harvard Management Company (HMC). He joined HMC in 2012. Michael helps to manage HMC’s sustainable investment program, where he focuses on integrating ESG factors in… Read full bio

Tania Carnegie

Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Tania is the Global and US Lead for ESG and Impact Investing services for KPMG’s Private Equity and Asset Management clients. Based in New York, she is a Partner in KPMG’s ESG and Climate Strategy practice. She advises institutional investors on stra… Read full bio

Rob Celin

Principal and Chief of Staff, Tilia

Rob Celin is a Principal and Chief of Staff and serves as Director of ESG at Tilia Holdings. Rob is a member of the investment team and has been involved in the firm’s investments in Certified Group, FlexXray, NutriScience Innovations and Universal P… Read full bio

Jeffrey Cohen

Managing Director, Head of ESG and Sustainability, Oak Hill Advisors

Jeff Cohen has management responsibility for the incorporation of environmental, social and governance (ESG) matters within the firm’s investment processes as well as other sustainability initiatives at the firm. Mr. Cohen is a member of OHA’s ESG co… Read full bio

Shu Dar Yao

Founder, Managing Partner

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

Lauren Densham

Head of Impact and ESG, Energize Ventures

Lauren Densham is Head of Impact & ESG at Energize Ventures, a leading climate software investor partnering with best-in-class innovators across the U.S, and Europe to accelerate the sustainability transition. At Energize, Lauren helps stakeholde… Read full bio

Heidi DuBois

Global Head of ESG, AEA Investors

As Global Head of ESG, Heidi works across AEA’s investment groups, firm-level functions and portfolio investments on the development, execution and communication of their ESG strategies to multiple stakeholders. Prior to joining AEA, Heidi was Global… Read full bio

Peter Dunbar

Head of Private Equity, UNPRI

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

Michael Eisenberg

Partner, ESG Services, 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

Maha Eltobgy

Chief Sustainability Officer/Managing Director, Brightstar Capital

Maha Eltobgy is the Chief Sustainability Officer and Managing Director at Brightstar. She is responsible for designing and implementing the firm’s ESG strategy to support efforts to generate long term value for portfolio companies, investors and stak… Read full bio

Robert Esposito

Managing Director and Senior Counsel, ESG, Apollo Global Management

Mr. Esposito joined Apollo in 2020 in the Legal Department and is the firm's Senior ESG Counsel. Prior to that, Mr. Esposito was an associate in the Private Funds Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. Previously, Mr. Esposito was… Read full bio

Colin Etnire

Head of ESG, BC Partners

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

Kim Erle

Managing Director and Global Head of ESG, H.I.G. Capital

Kim is a Managing Director and Global Head of ESG. She is based in H.I.G.’s New York office and focuses on integrating environmental, social and governance best practices to drive measurable long-term value for H.I.G. and its investors. Kim has over… Read full bio

Laura Fernandez

Laura Fernandez, Managing Director, Transactions and Permitting / ESG, Kinterra Capital

Laura Fernandez is a Managing Director, Regulatory Affairs and; ESG at Kinterra Capital Corp., an investment adviser to funds in the base and battery metals space. In this role, Laura oversees the integration of ESG considerations into every phase of… Read full bio

Joy Fichiera

Sr. Manager of ESG, Moon Valley Nurserie

Joy Fichiera leads the environmental, social, and governance (ESG) efforts at Moon Valley Nurseries where her work focuses on overseeing ESG disclosures, leading sustainability initiatives, and developing strategic community relationships. Joy holds… Read full bio

John Fleming

Partner, ESG and Climate Change, ERM

John is a Partner for the Financial Services Sector in North America. He is primarily focused on collaborating with banks and investment firms to decarbonize their portfolios, and identify and develop green lending and investment opportunities. John… Read full bio

Hillary Flynn

Partner, Senior Managing Director, Director of ESG, Private Investments, Wellington Management

As the director of ESG for Wellington’s private investments business, Hillary spearheads the evaluation of deals and ongoing private investments from an environmental, social, and corporate governance (ESG) perspective. She also engages directly with… Read full bio

Cornelia Gomez

Global Head of ESG, General Atlantic

Cornelia Gomez is the Global Head of ESG at General Atlantic. In this role, she oversees the firm’s strategy to advance environmental, social and governance (ESG) efforts for its global operations and across its portfolio. Before joining General Atla… Read full bio

Josh Green

COO and co-founder, Novata

Josh is COO and co-founder of Novata. Prior to Novata, Josh was co-founder and CEO of Panjiva, a supply-chain data start-up that became an Inc. 500 company before it was acquired by S&P Global. Following the sale of Panjiva, Josh joined the leade… Read full bio

Rini Greenfield

Founding General Partner, Rethink Food

Rini Greenfield is a Founding General Partner of Rethink Food and former co-founder of Adaptive Management, a Tiger Management in-house portfolio, where she helped pioneer the use of big data analysis and visualization to make fundamental long-term i… Read full bio

Jean Gulliver

Director of investor Relations, Court Square

Jean Gulliver serves as the Director of Investor Relations at Court Square where she focuses on all investor relations and fundraising activities across the firm. Previously, she was a member of the IR team at Berkshire Partners. Prior to that, she h… Read full bio

Helen Gurfel

Head of Sustainability and Innovation, CBRE

Helen Gurfel is Head of Sustainability and Innovation for CBRE Investment Management. In this role, Helen collaborates closely with the firm’s teams around the world on sustainability and innovation-related matters, ranging from product architecture… Read full bio

Tracy Harris

Independent Director, District of Columbia Retirement Board Trustee

Tracy is a strategic C suite executive, and experienced CFO. SEC Qualified Audit Committee Financial Expert, Audit Chair. She serves on the boards of 1847 Holdings (NYSE: EFSH), Care First Blue Cross Blue Shield, and the District of Columbia Retireme… Read full bio

Andrew Harris

Head of ESG & Investor Relations, Tiger Infrastructure Partners

Andrew Harris is a Managing Director and Head of Investor Relations and ESG at Tiger Infrastructure Partners, an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies. Tiger’s va… Read full bio

Maximiliane Heidenblut

Head of ESG and Climate Products, Americas, MSCI

As Head of ESG and Climate Products for the Americas, Maxi Heidenblut focuses on product strategy for ESG and Climate, as well as Carbon Markets and Private Assets. Maxi joined MSCI in 2021. Prior to MSCI, she led strategic initiatives for the Active… Read full bio

Pedro Henriques Da Silva

Associate, Impact Investments, Global Endowment Management

Pedro Henriques da Silva is an Associate, Impact Investments at Global Endowment Management (GEM). In this role, Pedro leads impact measurement and underwriting efforts for the firm's investments and supports the firm through thought leadership, indu… Read full bio

Josh Hesterman

Managing Director, KPMG

Josh is a Managing Director in KPMG’s ESG Climate Advisory practice with over 15 years of broad-based, strategic consulting experience. Josh works with both public and private clients across numerous sectors to design practical strategies balancing e… Read full bio

Samantha Hill

Managing Director, Sustainable Investing, Real Assets Global Leadership Team, CPP Investments

Samantha Hill is a senior member of CPP Investments’ Sustainable Investing team, where she oversees global activities to consider material sustainability-related matters in engagements with public and private companies and leads the team’s activities… Read full bio

Max Hong

Chief Executive Officer, Malk Partners

Max Hong, Chief Executive Officer of Malk Partners, joined the firm in 2022. A veteran in private equity and consulting, Max brings a track record of innovation, entrepreneurial drive, and a strategic mindset to the talented Malk team during a time o… Read full bio

Mary Beth Houlihan

ESG and Impact Partner, Kirkland and Ellis

Mary Beth Houlihan is an environmental, social and governance (ESG) and impact partner in the New York office of Kirkland and Ellis LLP. Her practice focuses on advising clients with respect to complex and dynamic ESG issues, including regulatory com… Read full bio

Dr. Jane Carter Ingram

Executive Director, Pollination Group

Carter has over 15 years of experience at the forefront of integrating nature into sustainable development across Africa, Asia, Latin America and the United States. Prior to joining Pollination, Carter was a Senior Manager in EY’s Climate Change and… Read full bio

Neda Jafar

Partner, Kimmeridge

Neda Jafar is a Partner at Kimmeridge, responsible for investor relations and business development. Ms. Jafar joined Kimmeridge in 2013, advancing the firm’s growth from $40 million in commitments to over $3.0 billion in funds raised to date. Prior t… Read full bio

Angela Jhanji

Managing Director, EQT Partners

Angela leads Sustainability Integration for EQT's Private Capital business line. Her role is to drive sustainability value creation through the investment lifecycle by supporting ESG due diligence, elevating sustainability understanding at the manage… Read full bio

Carl Johan Renström

Partner, EQT Partners

Carl Johan Renström joined EQT Partners in 2009. Carl Johan holds a M.Sc. in Economics and Business from Stockholm School of Economics with exchange studies at the University of St Gallen in Switzerland, and an MBA from Harvard Business School. Prior… Read full bio

Chase Jordan

Partner/Principal, Ernst and Young

Chase Jordan leads Ernst and Young’s American Private Equity ESG Due Diligence Practice. Previously he was an entrepreneur and on the founding management team of the boutique ESG consultancy – Malk Partners. Chase focuses on building end-to-end solut… 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

Machal Karim

Head of ESG, Blue Owl Capital

Machal Karim is Head of ESG at Blue Owl. Based in New York, she leads Blue Owl’s ESG mandate for both corporate and investment activities. Before joining Blue Owl, Machal was a Manager at British International Investment (formerly CDC Group plc.) bas… Read full bio

Sam Kass

Partner, Acre Venture Partners

Sam Kass is the former Senior Policy Advisor for Nutrition in the Obama administration, Executive Director of Michelle Obama’s Let’s Move! Campaign and the Obama family chef. He is a Partner in Acre Venture Partners. After cooking for the Obamas in C… Read full bio

Klaus Koenigshausen

Partner, Bain Capital

Mr. Koenigshausen joined Bain Capital in 2018. He is a Partner on the Bain Capital Double Impact team focused on health & wellness deals in North America. Previously, he was a member of the Bain Capital Private Equity European team where he focus… Read full bio

Michael Korengold

President, Enhanced Capital

Michael Korengold serves as the President and Chief Executive Officer of Enhanced Capital Group LLC. Mr. Korengold also serves on the firm’s investment committees and Board of Directors. Prior to becoming Chief Executive Officer, Mr. Korengold held t… Read full bio

Nathalie Kosciusko-Morizet

Senior partner, NextGen

Nathalie joined Antin in 2021 as a founding member of the NextGen team. Prior to joining Antin, Nathalie was at Capgemini as an Executive Vice-President where she focused on cloud computing and cybersecurity in New York. Whilst at Capgemini, Nathalie… Read full bio

Julia Lamorelle

Senior Vice President, Malk Partners

Julia began her ESG career in Private Equity due diligence, supporting hundreds of transactions across a range of industries. As Senior Vice President, Julia now oversees Malk’s ESG GP Advisory practice, supporting all asset classes including Private… Read full bio

Chenkay Li

Managing Director, Direct Equity Investments, Hamilton Lane

Chenkay is a Managing Director on Hamilton Lane’s Direct Equity Team, where she is responsible for the evaluation and due diligence of direct investment opportunities. Prior to joining Hamilton Lane in 2014, Chenkay was a Senior Associate at Northwes… Read full bio

Irina Markina

Director of Impact and Sustainability, Ara Partners

Irina Markina is the Director of Impact and Sustainability at Ara Partners. Irina leads the firm’s impact strategy, impact and ESG due diligence, and portfolio impact performance measurement and management. Prior to joining Ara Partners, Irina was a… Read full bio

Kyle Matter

Managing Director, Global Impact, KKR

Kyle Matter (New York) leads the KKR Global Impact team in North America. He serves as a member of the Global Impact Investment Committee and Portfolio Management Committee. Mr. Matter joined KKR Capstone in 2010 and later transitioned to become an i… Read full bio

Kristina Matthews

Managing Director, ONEX

Kristina Matthews is a Managing Director, ONEX. She is primarily focused on business development and fundraising strategy as well as the firm’s ESG initiatives while overseeing the Investor Relations team. Ms. Matthews has worked with Brightwood sinc… Read full bio

Callie Mattson

Co-Head of ESG and Impact Strategy, Reporting 21

Callie is the Co-Head of ESG and Impact Strategy at Reporting 21, working with North America and UK-based private markets investors to help them reach their sustainability goals. She drives ESG strategy across the investment lifecycle, informing ESG… Read full bio

Anne Matusewicz

Co-Head of ESG & Impact Strategy, Reporting 21

Anne is the Co-Head of ESG & Impact Strategy at Reporting 21, working with North America and UK-based private markets investors to help them reach their sustainability goals. She drives ESG strategy across the investment lifecycle, informing ESG… Read full bio

Ashley McNamee

Managing Director, Revelstoke Capital Partners

Ashley McNamee is the Director of ESG at Revelstoke Capital Partners. Prior to joining Revelstoke, Ms. McNamee founded Alvarez and Marsal’s Environmental, Social and Governance (ESG) Services practice in Denver. Prior to A&M, she was the founding… Read full bio

Gloria Mirrione

Executive Director, Head of Sustainable Finance and Impact Investing, Americas, ACRE

Gloria leads Acre’s Sustainable Finance & Impact Investing practice for the Americas out of its New York office. She brings more than 20+ years of executive search experience, building global teams and advising on the human capital required to dr… Read full bio

Ben Morley

Partner and Associate Director, BCG

Ben Morley is a Partner and Associate Director in BCG’s Boston office, where he focuses on supporting private equity funds on ESG topics across the investment lifecycle. Ben is BCG’s private equity practice lead for ESG due diligence and ESG reportin… 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

Eric Newman

Treasury Manager, City of Stamford

Eric is responsible for treasury, investment management, and pension fund accounting. He is a Trustee on the Classified Employees Retirement Fund Board, Defined Contribution Plan Board, Vice Chairman of the Other Post-Employment Benefit (OPEB) Board… Read full bio

Cristian Norambuena

Director, Private Equity, Tikehau Capital

Cristian Norambuena is a Director at Tikehau Capital’s Private Equity team in North America, focusing on energy transition and decarbonization sectors. Prior to joining Tikehau, Mr. Norambuena worked as a Senior Investment Officer at New York City Co… Read full bio

Elsa Palanza

Managing Director, Global Head of Sustainability and ESG, ICG

Elsa Palanza is Managing Director and Global Head of Sustainability & ESG at ICG, where she is responsible for establishing and embedding the firm’s sustainability strategy, including advancing the integration of ESG factors across the firm’s ass… Read full bio

Eimear Palmer

Partner, Global Head of ESG, Pantheon Ventures

Eimear is a Partner and Global Head of ESG, with responsibility for overseeing and developing Pantheon’s established ESG strategy and range of initiatives. Prior to joining the firm, Eimear worked for 14 years in private equity-focused ESG roles, inc… Read full bio

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Jessica Pan is a Senior Portfolio Manager in the Global Private Equity group of APG Asset Management US Inc. based in New York. Jessica joined APG in 2014, a year after the firm’s launch of an in-house private equity program. As a member of the inves… Read full bio

Abby Phenix

ESG Business Advisor, Bridge House Advisors

As an ESG Business Advisor at Bridge House Advisors, Abby works across industries and services to create enduring value for private capital firms and their portfolio companies that is rooted in long-term sustainability goals. Prior to joining Bridge… Read full bio

Sanaz Raczynski

Head of Sustainability / ESG, Kohlberg and Company

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

Lindsay Rosenstein

Vice President and Head of ESG, Crestview Partners

Lindsay Rosenstein joined Crestview as an associate in 2015 and rejoined in 2019 after receiving an M.B.A. from The Wharton School at the University of Pennsylvania, where she was a Palmer Scholar. As an associate and now as a vice president, Lindsay… Read full bio

Abrielle Rosenthal

Chief Sustainability Officer, Towerbrook

Ms. Rosenthal is a Managing Director and Chief Sustainability Officer of TowerBrook, and co-Chair of the Responsible Ownership Committee and the DE&I Committee. Prior to joining TowerBrook, Ms. Rosenthal was a partner in the London office of Kirkland… Read full bio

Avantika Saisekar

Director of ESG, Wafra Inc.

Avantika Saisekar is a Managing Director at Wafra, where she leads initiatives focusing on ESG integration, working with the investment teams to provide ESG guidance to the wide range of Wafra’s investments. Previously, Ms. Saisekar served as the Hea… Read full bio

Ben Saunders

Principal in ESG, Private Equity, Apollo

Ben is a Principal in ESG on the Private Equity team at Apollo. He is responsible for integration of ESG throughout the deal lifecycle with a focus on sustainability and decarbonization. He works alongside the other operating functions within the Apo… Read full bio

Matt Schey

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

Matt Schey is Senior Director of Sustainable Investing and Strategic Projects at the Institutional Limited Partners Association (ILPA), where he leads the Association’s sustainable investing and ESG efforts. Prior to joining ILPA in 2019, Matt was a… Read full bio

Robert Schuessler

Head of Quantitative Research, North America, SESAMm

Robert Schuessler joined SESAMm in early 2021 to expand its US research team. He works closely with private equity and asset management clients to create data-centric systems and tools to facilitate deal sourcing, due diligence, and risk management.… Read full bio

Sheryl Schwartz

Co Founder and Chief Investment Officer of Alti

Sheryl Schwartz is a Co Founder and Chief Investment Officer of Alti, which has created products that give individual investors greater access to institutional quality private equity opportunities. In addition, she serves on the Board, Audit Committe… Read full bio

Elizabeth Seeger

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

Elizabeth Seeger was appointed as a full-time member of the International Sustainability Standards Board (ISSB) in July 2022, effective November 2022. Ms Seeger has over 20 years’ experience of standard-setting, investment and working on sustainabili… 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

Morgan Sheil

Associate Vice President, Impact and Sustainability, Energy Impact Partners

Morgan Sheil is an AVP of Impact and Sustainability at Energy Impact Partners. Morgan leads and supports LP Impact and sustainability, climate and ESG due diligence, and portfolio impact measurement. Prior to joining EIP Morgan worked at KKR as the c… Read full bio

Bruce Simpson

Senior ESG advisor

Bruce Simpson is a global leader on ESG/Purpose, helping companies deliver superior long term shareholder returns and positive societal impact, through their core business. Bruce retired from McKinsey as a Senior Partner in early 2021 after a 33 year… Read full bio

Andrew Siwo

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

Andrew Siwo is the Director of Sustainable Investments and Climate Solutions at the New York State Common Retirement Fund. He is charged with providing leadership and oversight of sustainable investment efforts across the Fund’s $260 billion portfoli… Read full bio

Kristin Sjoholm

Managing Director, FTI Consulting

Kristin Sjoholm is a Managing Director in the Global Supply Chain Solutions practice, specializing in leading clients through supply chain transformations and end-to-end operational improvements, with a focus on risk management. With more than 20 yea… Read full bio

Allison Spector

Head of ESG, One Rock Capital Partners

Allison Spector is the Head of ESG of One Rock Capital Partners, LLC. Prior to joining One Rock, Ms. Spector was Director of Responsible Investing and Sustainability at Nuveen, where she focused on sustainability initiatives across Real Assets and Pr… Read full bio

Megan Starr

Global Head of Impact, The Carlyle Group

Megan Starr is a Partner and the Global Head of Impact at Carlyle. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle's cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the f… Read full bio

Jones Thomas

Director, Capricorn

Jones Thomas is a Director at Capricorn Investment Group on the investment team and leads Absolute Return, Credit, and Natural Resources investments. He is responsible for sourcing seeding and fund investment opportunities, due diligence, and deal st… Read full bio

Mackenzie Turner

Director of Impact and Policy, Vistria

Mackenzie Turner serves as the Director of Impact and Policy for Vistria PRG, the in-house team of professionals at The Vistria Group that supports management teams as they lead their companies to achieve top growth and performance potential. Since j… Read full bio

Madelyn Tutewiler

Vice President of ESG, MiddleGround Capital

Madelyn Tutewiler is the Vice President of ESG at MiddleGround Capital – a Private Equity firm specializing in lower middle market B2B manufacturing and specialty distribution businesses. In her role, she oversees MiddleGround's ESG department and is… Read full bio

Tess Virmani

Deputy General Counsel and EVP, Public Policy, Head of ESG, Loan Syndications and Trading Association

Tess Virmani is Deputy General Counsel and Executive Vice President - Public Policy of the LSTA. She is also the LSTA’s Head of ESG. Tess has a broad range of responsibilities at the LSTA. She leads the LSTA’s sustainable finance and ESG initiatives… Read full bio

Marianne Voss

Chief ESG Officer, Webster Equity Partners

Marianne joined Webster in 2021 and serves as the Chief ESG Officer. In this role, Marianne is responsible for evolving Webster’s ESG program to meet company, investor, and stakeholder expectations, and to aid management in risk mitigation and in cre… Read full bio

Jennifer Wildroudt

Vice President of ESG, Sun Capital Partners

Jen Wildroudt, Vice President of ESG, joined Sun Capital in December 2021 and has over 10 years of experience in the design and implementation of ESG programs, focused on ESG risk management, alignment with corporate strategy, credible reporting and… Read full bio

Jennifer Wilson

CEO and Founder, Re:Co

Jennifer Wilson is an experienced executive who is passionate about helping companies find ways to drive business performance while improving their record on environmental, social, and governance (ESG) factors. As the CEO of Re:Co, a market-leading S… Read full bio

Lorraine Wilson

CIO and Head of ESG, Novata

Lorraine is Chief Impact Officer and Head of ESG at Novata. Prior to Novata, Lorraine was managing director of investor solutions at JUST Capital, a nonprofit research organization, where she developed ESG product partnerships and research collaborat… Read full bio

Lauren Winkler

Senior Director, ESG, The Green Cities Company

Lauren Winkler is the Senior Director of ESG for The Green Cities Company, an investment management firm pioneering environmental and social responsibility in the real estate sector by developing industry-leading, value-driving Environmental, Social,… Read full bio

Dan Winters

Senior Director, Strategic Initiatives, GRESB

Dan is responsible for increasing GRESB’s international scope and impact by engaging institutional investors; expanding GRESB participation among private equity firms, multi-national lenders and REITs; establishing industry partnerships; and driving… Read full bio

Tricia Winton

Partner and Global Head of ESG, Bain Capital

Tricia Winton joined Bain Capital in 2020. She is a Senior Vice President and Global Head of ESG for the firm. Ms. Winton has over 25 years of experience building effective and successful businesses, focusing on value creation, organization performan… Read full bio

Kristina Wyatt

Deputy GC and SVP of Global Climate Reporting, Persefoni

Kristina is Persefoni’s Deputy GC and SVP of Global Climate Reporting. She joined Persefoni from the Securities and Exchange Commission where she was Sr. Counsel to the Director of the Division of Corporation Finance, focused on climate and ESG. Befo… Read full bio

David Wynn

Chief Product Officer, Greenstone

Greenstone provides award-winning software solutions and services enabling companies to advance their sustainability strategies and become responsible businesses. As Chief Product Officer, David is responsible for overseeing Greenstone’s global softw… Read full bio

Jimmy Yan

Director of ESG, New York City Comptroller's Office

Jimmy serves as Director of ESG in the New York City Comptroller’s Office Bureau of Asset Management (BAM) which manages the investments of the New York City pension funds, collectively the fourth largest pension system in the U.S. Jimmy helps lead E… Read full bio

Network with the US responsible investment industry

In its 7th year, the forum is a firmly established event in the industry’s calendar. Join 300+ attendees this March 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.

Download the past attendee list

The in-person networking experience

Meet investors with a focus on ESG

Network with active investors in responsible investment. Benefit from our expansive US investor community who will be in attendance throughout the forum.

 

Network in-person once again

Connect with your peers at interactive workshops, networking breaks, evening drinks reception and invite-only breakfasts.

Build new connections at the forum

Past investors included CalPERS, New York State Common Retirement Fund, Church Investment Group and many more.

Testimonials from attendees

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 gr…

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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 global p…

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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. Th…

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Institutional Investors at the Responsible Investment Forum: New York 2023

The Responsible Investment Forum: New York provides a leading platform for leading 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.

  • Meet with the best and biggest impact funds globally – network and arrange one-to-one meetings with leading institutional investors
  • Networking with peers and other institutional investors – build your network of peers, understand their strategies, challenges and allocation approach to impact
  • Get insight on the latest innovations and trends in responsible investment – take advantage of world-class speaking faculty to stay aligned with developments in the market

Apply for a complimentary Institutional Investor pass

A limited number of complimentary passes are available for Responsible Investment Forum LPs, allocators and institutional investors to join the event.

In order to qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth, private wealth manager, foundation, endowment, family office or corporate investment division.

Apply for a pass and a member of our team will follow up with you to secure your pass.