International
Responsible Investment Forum New York 2023
1 - 2 March 2023,
Convene 117 West 46th Street, New York
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
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…
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…
“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. T…
“I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It was great to learn about their best practices as well as lessons learned. The breakout sessions and panels were very informative. The conference provided good networking opportunities as well.”
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global platform for like minded ESG investors to transition towards environmentally sustainable economies and societies for all”
“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. The format of 1:1 interactions, break out and plenary sessions was useful to share general market perspectives and engage in detail to share experience and deepen understanding of the many and varied ESG issues facing our industry today”
Venue and hotel
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
Agenda
Day 1 - Wednesday 1st
Registration & Networking Breakfast
PEI Welcome
Erin Wolfe, Senior Conference Producer, PEI Media
Co-Host Remarks
Speaker:
Peter Dunbar, Head of Private Equity, UNPRI
Chair Remarks and Programming Kick-Off
Speaker:
Bruce Simpson, Advising ESG Board Member, Multiple Firms
Opening keynote
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
Solidifying Your ESG Strategy
- 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
27 Years to Net Zero, Are We on Track?
- 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
Michael Cappucci
Managing Director - Compliance and Sustainable Investing, Harvard Management Company
Read bio
Making ESG Data Work for You
- 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
Networking break
The New ESG Regulatory Landscape
- 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
Digital Infrastructure and Technology for ESG Considerations
- 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
ESG & Deal Team Buy-In
- 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
Lunch
Track A – Continued Push Towards Impact Investing
- 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
Track B – ESG Strategy: The Journey From Day 1 to Year X
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
Track C - ESG Integration in Private Debt
- 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
Tess Virmani
Deputy General Counsel and EVP, Public Policy, Head of ESG, Loan Syndications and Trading Association
Read bioTrack D – Driving Decarbonization in Portfolio Companies
- 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
Track A –Building Ethical, Resilient, & Impactful Supply Chains for Better Returns
- 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
Track B – Case Study: ESG Reporting and Engagement Within Portfolio Companies
- 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
Track C – Infrastructure and The Energy Transition
- 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
Laura Fernandez
Laura Fernandez, Managing Director, Transactions and Permitting / ESG, Kinterra Capital
Read bio
Track D – Workshop: Analytics and benchmarking to build a stronger ESG program
- 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
Networking Break
Track A – Investor Priorities in Private Equity
- 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
Track B – Workshop: WORKING GROUP: SFDR and EU Taxonomy in the US
- 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
Track C – The U.S. Real Estate Market: Building A Green Future
- 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
Track D – Impact Measurement Workshop: Defining your impact strategy and capturing metrics that matter
- 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
Track A – Debate: Is launching an impact strategy detrimental to wider sustainability efforts?
- 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
Track B – Workshop: CASE STUDY: Biodiversity
- 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
Track C - Venture
- 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
Hillary Flynn
Partner, Senior Managing Director, Director of ESG, Private Investments, Wellington Management
Read bioTrack D - Small, Private Idiosyncrasies
- 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
Networking Reception
Agenda
Day 2 - Thursday 2nd
LP Think Tank Breakfast in partnership with ILPA
Speakers:
Max Hong,Chief Executive Officer, Malk Partners
Matt Schey, Senior Director, Sustainable Investing & Strategic Projects, ILPA
GP Working Group Breakfast
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
Gloria Mirrione
Executive Director, Head of Sustainable Finance and Impact Investing, Americas, ACRE
Read bioChair’s Remarks
Speaker:
Peter Dunbar, Head of Private Equity, UNPRI
Opening Keynote - The ESG Data Convergence Initiative – a game changer for ESG in the private markets?
- 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
European Influence: Learnings from Across the Pond
- 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
Networking break
Rising Importance of Standardized ESG Metrics and Frameworks
- 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
Creating Value through Long-term ESG Goals at the Portfolio Company Level
- 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
Avoiding Greenwashing in Private Markets
- 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
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
Corey Barnes-Covenant
Head of Strategic Sustainability Consulting, Ramboll
Peter Benson
Senior Reporter, PERE News
Eric Bloom
Chief Operating Officer & Head of Client Solutions, Re:Co
Tynesia Boyea-Robinson
President, and CEO, CapEQ
Marieke Boudeling
Principal, ESG Advantage
Anastassia Bougakova
Senior Vice President, Malk Partners
Priya Prasad Bowe, CFA
Managing Director and Head of ESG, Oaktree Capital
Amy Brackin
VP of Sustainability, Liberty Tire Recycling
Carrie Braddock
Managing Director, Head of ESG and Impact, Silver Lake
Winna Brown
Private Equity Client Service Partner and Americas ESG leader, Ernst and Young
Bethany Brantley
Head of ESG, IPI Partners
Joshua Brunert
Global Head of ESG Product Development, Apex Group
Natasha Buckley
Vice President, ESG, HarbourVest Partners
Pat Burtis
Partner, Amadeus Capital Partners
Michael Cappucci
Managing Director - Compliance and Sustainable Investing, Harvard Management Company
Tania Carnegie
Global and US Lead for ESG, Private Equity and Asset Management, KPMG
Rob Celin
Principal and Chief of Staff, Tilia
Jeffrey Cohen
Managing Director, Head of ESG and Sustainability, Oak Hill Advisors
Shu Dar Yao
Founder, Managing Partner
Lauren Densham
Head of Impact and ESG, Energize Ventures
Heidi DuBois
Global Head of ESG, AEA Investors
Peter Dunbar
Head of Private Equity, UNPRI
Michael Eisenberg
Partner, ESG Services, ERM
Peter Ellsworth
Senior Director, Ceres
Maha Eltobgy
Chief Sustainability Officer/Managing Director, Brightstar Capital
Robert Esposito
Managing Director and Senior Counsel, ESG, Apollo Global Management
Colin Etnire
Head of ESG, BC Partners
Kim Erle
Managing Director and Global Head of ESG, H.I.G. Capital
Laura Fernandez
Laura Fernandez, Managing Director, Transactions and Permitting / ESG, Kinterra Capital
Joy Fichiera
Sr. Manager of ESG, Moon Valley Nurserie
John Fleming
Partner, ESG and Climate Change, ERM
Hillary Flynn
Partner, Senior Managing Director, Director of ESG, Private Investments, Wellington Management
Cornelia Gomez
Global Head of ESG, General Atlantic
Josh Green
COO and co-founder, Novata
Rini Greenfield
Founding General Partner, Rethink Food
Jean Gulliver
Director of investor Relations, Court Square
Helen Gurfel
Head of Sustainability and Innovation, CBRE
Tracy Harris
Independent Director, District of Columbia Retirement Board Trustee
Andrew Harris
Head of ESG ＆ Investor Relations, Tiger Infrastructure Partners
Maximiliane Heidenblut
Head of ESG and Climate Products, Americas, MSCI
Pedro Henriques Da Silva
Associate, Impact Investments, Global Endowment Management
Josh Hesterman
Managing Director, KPMG
Samantha Hill
Managing Director, Sustainable Investing, Real Assets Global Leadership Team, CPP Investments
Max Hong
Chief Executive Officer, Malk Partners
Mary Beth Houlihan
ESG and Impact Partner, Kirkland and Ellis
Dr. Jane Carter Ingram
Executive Director, Pollination Group
Neda Jafar
Partner, Kimmeridge
Angela Jhanji
Managing Director, EQT Partners
Carl Johan Renström
Partner, EQT Partners
Chase Jordan
Partner/Principal, Ernst and Young
Alan Kao
Principal and Global Director, ESG Services, Ramboll
Machal Karim
Head of ESG, Blue Owl Capital
Sam Kass
Partner, Acre Venture Partners
Klaus Koenigshausen
Partner, Bain Capital
Michael Korengold
President, Enhanced Capital
Nathalie Kosciusko-Morizet
Senior partner, NextGen
Julia Lamorelle
Senior Vice President, Malk Partners
Chenkay Li
Managing Director, Direct Equity Investments, Hamilton Lane
Irina Markina
Director of Impact and Sustainability, Ara Partners
Kyle Matter
Managing Director, Global Impact, KKR
Kristina Matthews
Managing Director, ONEX
Callie Mattson
Co-Head of ESG and Impact Strategy, Reporting 21
Anne Matusewicz
Co-Head of ESG & Impact Strategy, Reporting 21
Ashley McNamee
Managing Director, Revelstoke Capital Partners
Gloria Mirrione
Executive Director, Head of Sustainable Finance and Impact Investing, Americas, ACRE
Ben Morley
Partner and Associate Director, BCG
Amanda Murphy
Strategic Account Executive, EcoVadis
Eric Newman
Treasury Manager, City of Stamford
Cristian Norambuena
Director, Private Equity, Tikehau Capital
Elsa Palanza
Managing Director, Global Head of Sustainability and ESG, ICG
Eimear Palmer
Partner, Global Head of ESG, Pantheon Ventures
Jessica Pan
Senior Portfolio Manager, APG Asset Management
Abby Phenix
ESG Business Advisor, Bridge House Advisors
Sanaz Raczynski
Head of Sustainability / ESG, Kohlberg and Company
Lindsay Rosenstein
Vice President and Head of ESG, Crestview Partners
Abrielle Rosenthal
Chief Sustainability Officer, Towerbrook
Avantika Saisekar
Director of ESG, Wafra Inc.
Ben Saunders
Principal in ESG, Private Equity, Apollo
Matt Schey
Senior Director, Sustainable Investing and Strategic Projects, Institutional Limited Partners Association (ILPA)
Robert Schuessler
Head of Quantitative Research, North America, SESAMm
Sheryl Schwartz
Co Founder and Chief Investment Officer of Alti
Elizabeth Seeger
Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation
Snehal Shah
Reporter, New Private Markets, PEI Group
Morgan Sheil
Associate Vice President, Impact and Sustainability, Energy Impact Partners
Bruce Simpson
Senior ESG advisor
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Kristin Sjoholm
Managing Director, FTI Consulting
Allison Spector
Head of ESG, One Rock Capital Partners
Megan Starr
Global Head of Impact, The Carlyle Group
Jones Thomas
Director, Capricorn
Mackenzie Turner
Director of Impact and Policy, Vistria
Madelyn Tutewiler
Vice President of ESG, MiddleGround Capital
Tess Virmani
Deputy General Counsel and EVP, Public Policy, Head of ESG, Loan Syndications and Trading Association
Marianne Voss
Chief ESG Officer, Webster Equity Partners
Jennifer Wildroudt
Vice President of ESG, Sun Capital Partners
Jennifer Wilson
CEO and Founder, Re:Co
Lorraine Wilson
CIO and Head of ESG, Novata
Lauren Winkler
Senior Director, ESG, The Green Cities Company
Dan Winters
Senior Director, Strategic Initiatives, GRESB
Tricia Winton
Partner and Global Head of ESG, Bain Capital
Kristina Wyatt
Deputy GC and SVP of Global Climate Reporting, Persefoni
David Wynn
Chief Product Officer, Greenstone
Jimmy Yan
Director of ESG, New York City Comptroller's Office
Pre-Event Resources
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.
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…
Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global p…
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…
I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It was great to learn about their best practices as well as lessons learned. The breakout sessions and panels were very informative. The conference provided good networking opportunities as well
Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global platform for like minded ESG investors to transition towards environmentally sustainable economies and societies for all
It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. The format of 1:1 interactions, break out and plenary sessions was useful to share general market perspectives and engage in detail to share experience and deepen understanding of the many and varied ESG issues facing our industry today
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.