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

View all speakers
View all speakers

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…

Read full testimonial

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

Read full testimonial

“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…

Read full testimonial
Day 1 Day 2
View agenda page

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

Read bio
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

Head of Private Equity, PRI

Read bio
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

Read bio
Elizabeth Seeger

Elizabeth Seeger

Managing Director, Sustainable Investing, KKR

Read bio
09:25 - 09:55

LP fireside perspective

Yup Kim, Matthew 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

Read bio
A speaker photo for Matthew  Schey

Matthew Schey

Senior Director, Sustainable Investing & Strategic Projects, ILPA

Read bio
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

Read bio
A speaker photo for Michael Cappucci

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

Read bio
A speaker photo for Alison Humphrey

Alison Humphrey

Director of ESG, PJT Partners

Read bio
A speaker photo for Michael Kashani

Michael Kashani

Head of ESG Credit, Apollo Global Management

Read bio
A speaker photo for Kristina Matthews

Kristina Matthews

Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Read bio
A speaker photo for Andrew  Siwo

Andrew Siwo

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

Read bio
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

Chief Impact Officer and Head of ESG, Novata

Read bio
A speaker photo for Tynesia  Boyea-Robinson

Tynesia Boyea-Robinson

Operating Advisor, Jacmel Growth Partners

Read bio
A speaker photo for Mary Knobler

Mary Knobler

Managing Director – External Affairs, Oaktree

Read bio
A speaker photo for Eric Taylor

Eric Taylor

CEO & CIO, Trident

Read bio
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

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

Read bio
A speaker photo for Emanuel Citron

Emanuel Citron

Managing Partner, Volery Capital Partners

Read bio
A speaker photo for Nancy  Pfund

Nancy Pfund

Founder and Managing Partner, DBL Partners

Read bio
A speaker photo for Jackie  Rantanen

Jackie Rantanen

Managing Director, Co-Head of Impact, Hamilton Lane

Read bio
A speaker photo for Jennifer  Signori

Jennifer Signori

Managing Director, ESG and Impact Investing, Neuberger Berman

Read bio
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

Read bio
A speaker photo for Mary Beth Houlihan

Mary Beth Houlihan

Partner, ESG & Impact, Kirkland & Ellis

Read bio
A speaker photo for Marshall Sprung

Marshall Sprung

Global Head of Compliance, BlackStone

Read bio
A speaker photo for Suzanne Tavill

Suzanne Tavill

Global Head of Responsible Investment, Partner, StepStone Group

Read bio
A speaker photo for Marianne  Voss

Marianne Voss

Chief ESG Officer, Webster Equity Partners

Read bio
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

Read bio
A speaker photo for Eugenie M.  Cesar-Fabian

Eugenie M. Cesar-Fabian

Head of ESG & Sustainability, Palladium Equity Partners

Read bio
A speaker photo for Colin Etnire

Colin Etnire

Head of ESG, BC Partners

Read bio
A speaker photo for Lee Gardella

Lee Gardella

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

Read bio
A speaker photo for Anibal  Montes

Anibal Montes

Head of ESG, WM Partners

Read bio
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

Vice President, ESG & Responsible Investment, Bregal Investments

Read bio
A speaker photo for Jakob Schenker

Jakob Schenker

Associate Director, Anthesis

Read bio
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

Read bio
A speaker photo for David Wynn

David Wynn

Chief Product Officer, Greenstone

Read bio
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

Read bio
A speaker photo for Rob Day

Rob Day

Partner, Co-Founder, Spring Lane Capital

Read bio
A speaker photo for Andrew  Harris

Andrew Harris

Principal, North Sky Capital

Read bio
A speaker photo for Sam Lissner

Sam Lissner

Principal, Ridgewood Infrastructure

Read bio
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

 

A speaker photo for Lexi Wachter

Lexi Wachter

Co-Founder & ESG Business Advisor, Bridge House Advisors

Read bio
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

Read bio
A speaker photo for Dave Chen

Dave Chen

CEO, Equilibrium Capital

Read bio
A speaker photo for Eren Shultz

Eren Shultz

Solutions Lead, ClimateAI

Read bio
A speaker photo for Shonda  Warner

Shonda Warner

Founder and Managing Partner, Chess Ag Full Harvest Partners

Read bio
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

Managing Director, Malk Partners

Read bio
A speaker photo for Michael Altschuler

Michael Altschuler

CAO & General Counsel, Comvest Partners

Read bio
A speaker photo for Rita Mangalick

Rita Mangalick

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

Read bio
A speaker photo for Amanda Mari

Amanda Mari

Director of ESG, Benefit Street Partners

Read bio
A speaker photo for Devasena Vallabhaneni

Devasena Vallabhaneni

Managing Director, Antares Capital

Read bio
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

 

A speaker photo for Mona  Sutphen

Mona Sutphen

Partner & Head of Investment Strategies, Vistria

Read bio
A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

Read bio
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, Matthew Schey

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

A speaker photo for Andrew Malk

Andrew Malk

Managing Partner, Malk Partners

Read bio
A speaker photo for Matthew  Schey

Matthew Schey

Senior Director, Sustainable Investing & Strategic Projects, ILPA

Read bio
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

Vice President and Head of ESG, Crestview Partners

Read bio
A speaker photo for Samantha Rowan

Samantha Rowan

Editor, Real Estate Capital

Read bio
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

A speaker photo for Peter Dunbar

Peter Dunbar

Head of Private Equity, PRI

Read bio
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

Global Head of ESG, Bain Capital

Read bio
A speaker photo for Alan Kao

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Read bio
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

Head of Private Equity, PRI

Read bio
A speaker photo for Sean Barr

Sean Barr

Regional VP of Sales - Americas, EcoVadis

Read bio
A speaker photo for Brett Hickey

Brett Hickey

Founder and CEO, Star Mountain Capital

Read bio
A speaker photo for Justin Kulla

Justin Kulla

Partner of Impact Investing and Head of ESG, TZP Group

Read bio
A speaker photo for Jon Patty

Jon Patty

Managing Director, White Oak

Read bio
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

Read bio
A speaker photo for Adam Heltzer

Adam Heltzer

Head of ESG, Ares Management

Read bio
A speaker photo for Adrien-Paul Lambillon

Adrien-Paul Lambillon

ESG & Sustainability, Partners Group

Read bio
A speaker photo for Keren Raz

Keren Raz

Senior Responsible Investment Manager, APG Asset Management

Read bio
A speaker photo for Brendan Reilly

Brendan Reilly

Chief Technology Officer, Riskthinking AI

Read bio
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 Media

Read bio
A speaker photo for John Higelin

John Higelin

Partner, Zouk Capital

Read bio
A speaker photo for Neda Jafar

Neda Jafar

Partner, Kimmeridge

Read bio
A speaker photo for Catherine Lien

Catherine Lien

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

Read bio
A speaker photo for Avantika Saisekar

Avantika Saisekar

Director of ESG, Wafra

Read bio
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

Read bio
A speaker photo for Ada Arevalo

Ada Arevalo

Founder and CEO, iimpact capital

Read bio
A speaker photo for Inna Khidekel

Inna Khidekel

Partner, Capital Markets, Bridge Investment Group

Read bio
A speaker photo for Antonio Marquez

Antonio Marquez

Principal and Managing Partner, Comunidad Partners

Read bio
Jonathan A. Needell Kairos Investment Management Company

Jonathan Needell

President & CIO, Kairos Investment Management

Read bio
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

Read bio
A speaker photo for Sanaz  Raczynski

Sanaz Raczynski

Head of Sustainability, Kohlberg & Company

Read bio
Leela Ramnath Warburg Pincus

Leela Ramnath

Senior Vice President, Head of ESG, Warburg Pincus

Read bio
A speaker photo for Astha  Ummat

Astha Ummat

Head of ESG, Centerbridge Partners

Read bio
A speaker photo for Maaike van der Schoot

Maaike van der Schoot

Head of Responsible Investment, AlpInvest Partners

Read bio
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

VP & GM Private Capital Markets, Persefoni

Read bio
A speaker photo for Sharadiya Dasgupta

Sharadiya Dasgupta

Founding Partner, Blue Dot Capital

Read bio
A speaker photo for Peter Fox-Penner

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

Read bio
A speaker photo for William Orum

William Orum

Partner, Capricorn Investment Group

Read bio
A speaker photo for Allison Spector

Allison Spector

Head of ESG, One Rock Capital Partners

Read bio
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

CAO & General Counsel, Comvest Partners

Michael serves as Chief Administrative Officer & General Counsel, and is responsible for Comvest’s administrative operations and legal function. Prior to joining Comvest, Michael spent five years as the general counsel and corporate secretary for… Read full bio

Ada Arevalo

Founder and CEO, iimpact capital

Ada Arevalo is the Founder and CEO of iimpact capital, a purpose-driven, women- and minority-owned investment platform focused on affordable, sustainable and equitable housing and community investments. As the leader of the organization, she directs… Read full bio

Sean Barr

Regional VP of Sales - Americas, EcoVadis

Sean's career has spanned numerous industries at the intersection of sustainability and technology. In his present role at EcoVadis, he leads the company's go to market efforts in sustainable finance and responsible investing globally, and manages a… Read full bio

James Bilko

ESG Consultant, Bridge House Advisors

James Bilko is an ESG Consultant at Bridge House Advisors, a purposely built, full-service ESG and sustainability service provider dedicated to building relationships with middle and upper middle market private equity firms and their portfolio compan… Read full bio

Jessica Bonsall

Director of ESG, ACA

Jessica Bonsall is a Director at ACA and is the technical lead on all environmental work undertaken by the ESG team. Jessica is a 15-year veteran of the environmental industry. She specializes in the development and execution of corporate environment… Read full bio

Tynesia Boyea-Robinson

Operating Advisor, Jacmel Growth Partners

In 2011, Boyea-Robinson founded CapEQ, which is an impact investment and advisory firm. CapEQ advises for profit, public sector, and philanthropic organizations on how to design FOR impact, build WITH impact, and grow THROUGH impact. CapEQ is a drive… Read full bio

Winna Brown

EY Americas Private Equity ESG Leader and host of the EY NextWave Private Equity Podcast, Ernst & 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

Natasha Buckley

Vice President, Head of 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

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

Eugenie M. Cesar-Fabian

Head of ESG & Sustainability, Palladium Equity Partners

Ms. Cesar-Fabian joined Palladium in 2011. She serves as Head of ESG & Sustainability and is a Partner of the Firm. Previously, Ms. Cesar-Fabian served as Palladium’s first General Counsel and Chief Compliance Officer. Prior to that, she served a… Read full bio

Dave Chen

CEO, Equilibrium Capital

Equilibrium invests and operates sustainably driven real assets portfolios in agriculture, food and distributed waste-water-energy infrastructure, for institutional investors. Dave is responsible for Equilibrium’s strategy, executive leadership, and… Read full bio

Emanuel Citron

Managing Partner, Volery Capital Partners

Emanuel Citron is a Managing Partner at Volery. He serves on five of Volery’s firm committees, including as co-chair of the Investment Committee, and a member of the firm’s Operations, Finance, Valuation, and Compliance Committees. Previously, he was… Read full bio

Sharadiya Dasgupta

Founding Partner, Blue Dot Capital

Sharadiya leads Blue Dot’s strategy, client partnerships, and industry engagement and advises CEOs, CIOs, and family office principals. She is also the lead champion of Blue Dot’s “commitment-to-constant-learning” policy. Before founding Blue Dot Cap… Read full bio

Rob Day

Partner, Co-Founder, Spring Lane Capital

Rob Day has been a sustainable resources private equity investor since 2004, and acts or has served as a Director, Observer and advisory board member to multiple companies in the energy tech and related sectors. Rob also serves on the Board at the Ne… Read full bio

Peter Dunbar

Head of Private Equity, PRI

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

Colin Etnire

Head of ESG, BC Partners

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

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

Peter Fox-Penner is Partner and the Chief Impact Officer of Energy Impact Partners. In this capacity he directs all ESG and impact measurement and reporting, works with EIP’s portfolio companies to improve their ESG performance, and collaborates with… Read full bio

Lee Gardella

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

Responsibilities at Schroders Capital Lee Gardella is the head of Private Equity North America and leads the Firm’s Investment Risk and Monitoring efforts and is a member of the Investment Committee. Background Before joining Schroders Capital in 200… Read full bio

Nandini Hampole

Vice President, ESG & Responsible Investment, Bregal Investments

Nandini Hampole joined Bregal in February 2021 as Vice President of ESG & Responsible Investment. She recently joined hands with a number of PE front runners in leading the Science based target initiative to launch the Science based Target PE Sec… Read full bio

Andrew Harris

Principal, North Sky Capital

Andrew Harris is a Principal at North Sky Capital, a pioneer in impact investing in the United States. At North Sky, he is actively involved in business development and impact assessment for North Sky’s sustainable infrastructure and impact private e… Read full bio

Adam Heltzer

Head of ESG, Ares Management

Mr. Heltzer is a Managing Director and the Global Head of ESG in the Ares Strategy and Relationship Management Group, reporting to Ares' President and CEO, where he leads the Firm's environmental, social and governance efforts. Prior to joining Ares… Read full bio

Brett Hickey

Founder and CEO, Star Mountain Capital

Brett Hickey is the Founder and CEO of Star Mountain Capital, LLC, a $1+ billion AUM specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established smal… Read full bio

John Higelin

Partner, Zouk Capital

John Higelin is Partner in the technology team at Zouk and leads the Firm’s investments within the climate technology space. John has over thirteen years of combined experience in growth equity investing, sustainability, technology and investment ban… Read full bio

Mary Beth Houlihan

Partner, ESG & Impact, Kirkland & Ellis

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

Alison Humphrey

Director of ESG, PJT Partners

Alison Humphrey is an ESG leader with over a decade track record advising c-suites, boards and investors. In her current role as a Strategic Advisor at PJT Partners, Alison advises institutional investors and alternative asset managers on new fund fo… 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

Chris Janiec

Americas Editor, Agri Investor

Chris Janiec is an America's Editor with Agri Investor and previously wrote about non-bank finance for Private Debt Investor. A graduate of the NYU Center for Global Affairs, Janiec is also a member of the Carnegie New Leaders and the National Commit… Read full bio

Chase Jordan

Managing Director, Malk Partners

Chase leads Malk’s Private Credit team, which focuses on protecting and creating ESG value for lenders within their portfolio as well as their internal operations. Having previously served Private Equity, Chase understands the commercial materiality… Read full bio

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Alan Kao is a Principal at Ramboll and also serves as their Global Director for ESG Services. Alan helps corporate and financial sector clients develop ESG policies, programs, and management systems; identify ESG risks and opportunities during due di… Read full bio

Michael Kashani

Head of ESG Credit, Apollo Global Management

Michael Kashani joined Apollo Global Management as the Head of ESG Credit in October 2021. Michael is responsible for supporting ESG integration across the Credit business as well as further incorporating ESG into Apollo’s lending and investments pro… Read full bio

Justin Kulla

Partner of Impact Investing and Head of ESG, TZP Group

Justin Kulla joined TZP Group as a Partner of Impact Investing and Head of ESG in May 2020. Mr. Kulla began his career at Credit Suisse where he was an engineer working in New York, London and Zurich, and at Google where he worked in business develop… Read full bio

Adrien-Paul Lambillon

ESG & Sustainability, Partners Group

Adrien-Paul Lambillon is part of the ESG & Sustainability team, based in Zug. Prior to joining Partners Group, he worked at Finreon and had assignments at Goldman Sachs and HSBC. He holds a bachelor's degree in Economics from the University of St… Read full bio

Barrett Lawson

Director, North America, Anthesis

Barrett leads the Investment Strategy and Services team at Anthesis, the world’s largest dedicated sustainability and ESG consulting firm. Barrett and his team support private markets clients to create value for their investors through forward-lookin… Read full bio

Catherine Lien

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

Catherine Lien is a Vice President and Head of Impact & ESG for GEF Capital Partners U.S.’ Investment Program. Ms. Lien is responsible for deal execution involving sourcing, structuring, and monitoring investments as well as establishing and impl… Read full bio

Inna Khidekel

Partner, Capital Markets, Bridge Investment Group

Inna Khidekel is a Senior Managing Director in the Client Solutions Group at Bridge Investment Group and a member of the firm’s Executive Committee. She is responsible for business and product development across Bridge’s global institutional client b… Read full bio

Yup Kim

Head of Investments, Private Equity, CalPERS Private Equity

Mr. Yup S. Kim serves as the Head of Investments for Private Equity and Investment Director at CalPERS, California’s $480 billion pension fund. He serves on the private equity investment review committee and helps lead CalPERS’ private equity program… Read full bio

Mary Knobler

Managing Director – External Affairs, Oaktree

Ms. Knobler is Managing Director – External Affairs. In this role, she is heavily involved in the areas of Diversity & Inclusion, ESG and Broker Relations, and serves as an ambassador to outside constituencies in these areas. Previously, Ms. Knob… Read full bio

Sam Lissner

Principal, Ridgewood Infrastructure

Sam Lissner leads Ridgewood Infrastructure’s ESG and sustainability initiatives related to the firm’s investments in water, power, energy and other infrastructure. Prior to joining Ridgewood in 2013, he focused on investments in distributed renewable… Read full bio

Andrew Malk

Managing Partner, Malk Partners

Andrew Malk, Managing Partner of Malk Partners, founded the firm in 2009 after recognizing that even the most astute investors and well-managed companies need guidance to leverage environmental, social, and governance (ESG) management to protect and… Read full bio

Rita Mangalick

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

Rita Mangalick is a Managing Director and Global Head of ESG for Hedge Fund Solutions (BAAM) and Blackstone Credit where she partners with both groups to lead various initiatives around ESG diligence, reporting and engagement. Prior to her current ro… Read full bio

Amanda Mari

Director of ESG, Benefit Street Partners

Amanda Mari is a Director and Head of ESG with Benefit Street Partners. Amanda leads ESG efforts and initiatives across the BSP investment platform, working closely with the leaders of each investment strategy, origination, and business development,… Read full bio

Antonio Marquez

Principal and Managing Partner, Comunidad Partners

Antonio Marquez serves as Principal and Managing Partner of Comunidad Partners. He is chairman of the firm’s Investment Committee. He is responsible for strategic planning, culture building and capital raising. Antonio founded Comunidad Partners in h… Read full bio

Kristina Matthews

Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Kristina Matthews is a Managing Director at Brightwood Capital Advisors where she primarily focuses on business development and fundraising strategy. Her engagement commenced in February 2014 in a Consulting role which led to Ms. Matthews joining Bri… Read full bio

Ryan Miller

VP & GM Private Capital Markets, Persefoni

Ryan leads Persefoni's Private Capital Markets team. Prior to Persefoni, he spent seven years at Malk Partners, a boutique management consultancy that works exclusively with alternative investment firms and their portfolio companies to create and pro… Read full bio

Dan Mistler

Partner, Head of ESG Advisory, ACA Group

Dan joined ACA as a senior practitioner to head ACA's ESG advisory practice. He has spent his career leading the development of ESG programs for private markets investors, hedge funds, diversified financial services firms, and large corporates. He ha… Read full bio

Anibal Montes

Head of ESG, WM Partners

Aníbal is the Head of ESG at WM Partners, a health and wellness-focused private equity firm based in Aventura, FL. In his role, Aníbal formalized WM Partners’ ESG policy and oversees ESG integration at the firm and portfolio company levels. Previousl… Read full bio
Jonathan A. Needell Kairos Investment Management Company

Jonathan Needell

President & CIO, Kairos Investment Management

Jonathan Needell is President and Chief Investment Officer of Kairos Investment Management, an employee-owned, entrepreneurial real estate investment company. Mr. Needell joined the company’s predecessor in 2006 as Chief Financial Officer and Chief O… Read full bio

William Orum

Partner, Capricorn Investment Group

William Orum is a Partner and member of the Investment Committee of Capricorn Investment Group. He joined the Firm in 2004 and has been based in its New York office since 2008. William has primary responsibility for leading marketable investments, po… Read full bio

Jon Patty

Managing Director, White Oak

Jon Patty is a Managing Director of White Oak Global Advisors. In his role as Partner of the White Oak Impact Fund, Mr. Patty will be focused on financings that generate attractive risk-adjusted returns and drive strong social and environmental benef… Read full bio

Nancy Pfund

Founder and Managing Partner, DBL Partners

As a pioneer and leading player in impact investing, DBL has helped to reveal the power of venture capital to promote social change and environmental improvement. Nancy writes and speaks frequently on the field of impact investing. She sponsors or si… Read full bio

Sanaz Raczynski

Head of Sustainability, Kohlberg & 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
Leela Ramnath Warburg Pincus

Leela Ramnath

Senior Vice President, Head of ESG, Warburg Pincus

Leela Ramnath is a Senior Vice President, Head of ESG at Warburg Pincus, a global private equity firm, where she focuses on environmental, social, and governance issues at the firm and portfolio companies. Prior to joining Warburg Pincus, she led imp… Read full bio

Jackie Rantanen

Managing Director, Co-Head of Impact, Hamilton Lane

Jackie is a Managing Director and the Head of Product Solutions at Hamilton Lane, where she is responsible for aligning our specialized fund's offerings to meet client objectives and needs. Jackie is also Co-Head of Hamilton Lane’s Impact Fund and se… Read full bio

Keren Raz

Senior Responsible Investment Manager, APG Asset Management

Keren G. Raz is the Senior Responsible Investment Manager at APG Asset Management. In that role, she serves as the global responsible investment lead for private equity, hedge funds, and private credit. Prior to joining APG, Keren was the Global Head… Read full bio

Brendan Reilly

Chief Technology Officer, Riskthinking AI

Brendan serves as the CTO of Riskthinking.AI, a global leading provider of climate risk data, algorithms and Climate Risk Ratings™. Brendan also serves as a Managing Partner at Black Bean Capital, is a co-founder of 9H Energy and the Chairman and co-… Read full bio

Toby Robertson

Head of InvestorPortal, Greenstone

Having lived and worked in Hong Kong, Tokyo and New York, Toby has accumulated 20+ years of financial experience at major financial institutions. In addition, he has co-founded, supported and mentored numerous SaaS companies – some of which have now… Read full bio

Lindsay Rosenstein

Vice President and Head of ESG, Crestview Partners

Lindsay Rosenstein is a Vice President at Crestview Partners, a value-oriented private equity firm based in NY. Lindsay originally joined Crestview as an Associate and rejoined as a Vice President after receiving an M.B.A. from The Wharton School at… Read full bio

Samantha Rowan

Editor, Real Estate Capital

Samantha Rowan is the editor of Real Estate Capital USA, a new publication from PEI Media focusing on the U.S. commercial real estate financing markets. She has had a long career as a real estate journalist, sitting at the helm of Real Estate Finance… Read full bio

Avantika Saisekar

Director of ESG, Wafra

Avantika Saisekar is a Director at Wafra, leading the firm’s Environmental, Social & Governance (“ESG”) investment initiatives with an emphasis on product development and innovation. Ms. Saisekar currently serves on the assurance working group of… Read full bio

Jakob Schenker

Associate Director, Anthesis

Jakob Schenker is an Associate Director at Anthesis Group. He supports clients within the investment industry integrate ESG and climate considerations into their investment management processes. He is a co-author of the SBTi Guidance for the Private… Read full bio

Matthew Schey

Senior Director, Sustainable Investing & Strategic Projects, ILPA

Matt Schey is Senior Director of Sustainable Investing & Strategic Projects at the Institutional Limited Partners Association (ILPA), where he leads the Association’s environmental, social, and governance efforts. Prior to joining ILPA in 2019, M… Read full bio

Joseph Schuhow

Senior ESG Advisor, RepRisk

Joe Schuhow is a Senior ESG Advisor at RepRisk where he helps asset managers, private equity, and credit firms implement ESG and reputational risk concepts throughout the investment process. Prior to RepRisk, Joe spent 14+ years at FactSet where he h… Read full bio

Eren Shultz

Solutions Lead, ClimateAI

Eren leads ClimateAI’s go-to-market efforts across the financial services complex. A native of the U.S. Midwest, Eren grew up between the dairies of Wisconsin and coffee cooperatives of Eastern Africa. Following his studies in economic development an… Read full bio
Elizabeth Seeger

Elizabeth Seeger

Managing Director, Sustainable Investing, KKR

Elizabeth Seeger (Washington, D.C.) joined KKR in 2009 to help oversee the consideration of environmental, social, and governance (ESG) issues throughout KKR's investment process, including the management of KKR’s ESG-focused value creation programs… Read full bio

Snehal Shah

Reporter, New Private Markets, PEI Media

Snehal Shah is a reporter for New Private Markets, PEI Media’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

Jennifer Signori

Managing Director, ESG and Impact Investing, Neuberger Berman

Jennifer Signori is a Managing Director at Neuberger Berman, and joined the firm in 2017. Jennifer is leading the development and implementation of impact investing strategies with a portfolio management focus on private equity, and oversees environm… 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

Allison Spector

Head of ESG, One Rock Capital Partners

Allison L. 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… Read full bio

Marshall Sprung

Global Head of Compliance, BlackStone

Marshall S. Sprung is the Global Head of Compliance at Blackstone. Before joining the firm in 2016, Mr. Sprung was Co-Chief of the Asset Management Unit of the U.S. Securities and Exchange Commission’s Division of Enforcement. In this capacity, Mr. S… Read full bio

Kyle Strumfels

Associate, ESG M&A Consulting, Langan

When Langan sought a leader in Environmental, Social, Governance (ESG) consulting, the firm turned to Kyle Strumfels, an accomplished ESG and EHS expert with 20 years of industry experience. In one year, Strumfels, Associate at Langan, has doubled th… Read full bio

Jordan Stutts

Senior Writer, Private Markets, PEI

Jordan Stutts is a senior reporter at Infrastructure Investor based in New York. Since 2015, Jordan has covered trends in the funding and financing of infrastructure assets around the world. His stories range from the simple power-purchase agreement… Read full bio

Mona Sutphen

Partner & Head of Investment Strategies, Vistria

Mona Sutphen is a Partner and Head of Investment Strategies at the Vistria Group. Prior to joining Vistria, Ms. Sutphen was a Partner at Macro Advisory Partners, where she led the firm’s US practice advising the firm’s global corporate and capital ma… Read full bio

Suzanne Tavill

Global Head of Responsible Investment, Partner, StepStone Group

Ms. Tavill is the global head of responsible investing, which encompasses ESG and Impact across all asset classes and investment strategies. She is also a member of the private equity team. Prior to StepStone, Ms. Tavill was responsible for AMP Capit… Read full bio

Eric Taylor

CEO & CIO, Trident

Eric Taylor is the Founder, CEO and CIO of Trident, a private equity firm focused on acquiring US-based small businesses in industrial, consumer and healthcare sectors. Trident uses proprietary technology to systematically source and diligence small-… Read full bio

Astha Ummat

Head of ESG, Centerbridge Partners

Astha Ummat is a Director and Head of ESG at Centerbridge Partners where she leads ESG integration for the Firm’s global Private Equity, Credit, and Real Estate investment platforms. She works closely with the Firm’s leadership, investment teams and… Read full bio

Devasena Vallabhaneni

Managing Director, Antares Capital

Devasena is a managing director with Antares Capital. She is responsible for structuring, underwriting, documenting and managing transactions. Devasena joined Antares in 2004 and has held roles in the workout and unitranche structuring groups. Since… Read full bio

Maaike van der Schoot

Head of Responsible Investment, AlpInvest Partners

Maaike van der Schoot is AlpInvest Partner’s Head of Responsible Investment and oversees the development and implementation of the firm’s Responsible Investment policy since 2008. She joined AlpInvest Partners in 2002. Prior to her current role, she… 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

Lexi Wachter

Co-Founder & ESG Business Advisor, Bridge House Advisors

Lexi Wachter is a Co-Founder and ESG Business Advisor at Bridge House Advisors, an ESG and sustainability advisory firm dedicated to servicing private equity, their portfolio companies, and beyond. She leads the firm's ESG Due Diligence service and s… Read full bio

Shonda Warner

Founder and Managing Partner, Chess Ag Full Harvest Partners

Shonda Warner is the founder and managing director of Chess Ag Full Harvest Partners which has invested in farming and agri-business since 2006. Chess Ag has both managed and developed more than 50,000 acres of agricultural land across the U.S. Warne… Read full bio

Lorraine Wilson

Chief Impact Officer 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

Tricia Winton

Global Head of ESG, Bain Capital

Patricia (“Tricia”) Winton is Global Head of ESG at Bain Capital, one of the world's leading multi-asset alternative investment firms with approximately $105 billion in assets under management. She leads development and execution of Bain Capital’s ES… 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

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