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

The Responsible Investment Forum: New York, co-hosted by the PRI, returns for its eighth year on February 20-21, bringing together the most sophisticated institutional investors, fund managers & expert advisors.

Explore opportunities across North America, gain valuable insight into what investors are looking for when allocating to private equity, and set the direction for your responsible investment strategies.

Debate key themes including how AI could impact ESG, dealing with the ESG backlash, building a long-term vision of data, and much more, to gain solutions to your most pressing challenges.

Meet leading investors and fund managers including

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What can you expect at the event?

Exceptional event content

Learn from industry experts and gain insight into addressing climate change, regulatory changes, value creation, data usage, and much more.

Unparalleled 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

Join leading institutional & private investors looking to discuss current challenges and opportunities. Attendees from 2023 included Healthcare of Ontario Pension Plan, New Jersey Division of Investment, New York City Employees’ Retirement System, and many more.

Key event themes for 2024

  • Building a long-term vision for data: discussion around what ESG data should look like and building a vision across your firm. To what extent are managers working with investors’ on ensuring that data collection is useful.
  • 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.
  • Dealing with the ESG backlash: learn how managers are tailoring their approach to deal with the ESG backlash from certain states. The importance of showing the value of ESG work and how best to address the critics.
  • How AI could impact ESG: what does the oncoming growth of AI mean for sustainability professionals? Discussion will focus on the impact on the day to day job of an ESG head, in addition to some of the ethical considerations.
  • Climate work update: how are private markets moving in there move to net-zero? Update on latest initiatives and addressing any hurdles to progress.

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.

2024 speakers include:

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.

Apply

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 well. It…

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

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It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. Th…

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Venue and hotel

Convene
117 W 46th St
New York, NY 10036

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kimpton muse

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

Discount ends February 10

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Connect with global investors focused on the future of the market

Position your business with an authoritative content-led event portfolio focused on sustainability & diversity. Be recognized as a go-to solution provider for senior private markets professionals and institutional investors.

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.

For more information on available sponsorship opportunities please fill in the enquiry form. Contact Tyler Mitchell at tyler.m@pei.group or call +1 646 795 3279

Sponsors

The Responsible Investment Forum: New York will take place on February 20-21, 2024.

For more information on the agenda, please contact Joana Frade.

Joana.F@pei.group | +44 (0) 20 3640 7518

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Day 1 Day 2
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Agenda

Day 1 - Tuesday 20th

07:45 - 08:30

Invitation only LP breakfast briefings

Isabelle Burgess, Julia Lamorelle

Join fellow LPs for breakfast and peer-to-peer discussion around the challenges and opportunity sets LPs are facing pertaining to sustainable investing heading into 2024. Discussion will take place under Chatham House rule.

This is a closed door session for LPs only, no service providers.

Co-facilitator: Isabelle Burgess, Senior Associate, ILPA

Co-facilitator: Julia Lamorelle, Senior Vice President of GP Advisory, Malk Partners

A speaker photo for Isabelle Burgess

Isabelle Burgess

Senior Associate, Institutional Limited Partners Association (ILPA)

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A speaker photo for Julia Lamorelle

Julia Lamorelle

Senior Vice President, Malk Partners

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Welcome and opening remarks
08:30 - 08:45

Introduction from PEI & PRI

Aditya Vikram

Aditya Vikram, Head of Private Equity, UNPRI
Charles Gould, Head of Private Equity, PEI

 

A speaker photo for Aditya Vikram

Aditya Vikram

Head of Private Equity, UNPRI

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08:45 - 08:50

Chairperson's opening remarks

Bruce B. Simpson

Bruce B. Simpson, GP, Agetech Capital

A speaker photo for Bruce B. Simpson

Bruce B. Simpson

GP, Agetech Capital

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Plenary sessions
08:50 - 09:30

Global perspectives on sustainability in U.S. Private Equity

Alan Kao, Natasha Buckley, Mackenzie Drutowski, Vincent Lecat, Rajith Sebastian
  • Assessing the extent to which polarization is impacting advancements in sustainability within U.S. private equity
  • Evaluating the position of the U.S. Compared to Europe: is the gap narrowing or widening?
  • Delving into the viewpoints of U.S. GPs regarding the adoption and implementation of net-zero targets

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

Panelists:
Vincent Lecat,
Head of Impact & ESG, DPI
Natasha Buckley
, Vice President, ESG, HarbourVest Partners
Mackenzie Drutowski, Partner, Kirkland & Ellis
Rajith Sebastian, Head of ESG and Sustainable Investing, New York State Insurance Fund (NYSIF)

 

 

A speaker photo for Alan Kao

Alan Kao

Principal and Global Director, ESG Services, Ramboll

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A speaker photo for Natasha Buckley

Natasha Buckley

Vice President, ESG, HarbourVest Partners

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A speaker photo for Mackenzie Drutowski

Mackenzie Drutowski

Partner, Kirkland & Ellis

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A speaker photo for Vincent Lecat

Vincent Lecat

Head of Impact & ESG, Development Partners International LLP

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A speaker photo for Rajith Sebastian

Rajith Sebastian

Head of ESG and Sustainable Investing, New York State Insurance Fund

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09:30 - 10:10

Practical tips for how heads of sustainability should be engaging with their investment teams

Josh Green, Michael Eisenberg, Serge Younes, Nathalie Viens, Angela Jhanji
  • Practical tips for how heads of sustainability should be engaging with their investment teams
  • Strategic alignment and impactful collaboration
  • Communicating effectively to bridge the gap with the investment team
  • Incorporating ESG into due diligence and throughout the investment cycle
  • Collaborate with and learn from investment teams: examples of what works

Moderator:
Josh Green
, Chief Operating Officer, Novata

Panelists:
Michael Eisenberg,
Partner, ESG Services Lead, ERM
Angela Jhanji, Managing Director, Sustainability – Private Capital, EQT Partners
Nathalie Viens, Managing Director and Head of Asset Management – Private Infrastructure, CBRE Investment Management
Serge Younes, Head of Sustainability, Investindustrial

A speaker photo for Josh Green

Josh Green

COO and co-founder, Novata

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A speaker photo for Michael Eisenberg

Michael Eisenberg

Partner, ESG Integration & Impact Investing Lead, ERM

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A speaker photo for Serge Younes

Serge Younes

Head of Sustainability, Investindustrial

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A speaker photo for Nathalie Viens

Nathalie Viens

Managing Director and Head of Asset Management – Private Infrastructure, CBRE Investment Management

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A speaker photo for Angela Jhanji

Angela Jhanji

Managing Director, EQT Partners

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10:10 - 10:45

ESG Data Convergence Initiative update: creating value for GPs and LPs in private equity

Tim Mohin, Ben Morley, Samantha Hill, Catherine Isabelle, Carletta Ooton, Heleen van Poecke
  • What has the EDCI learnt about ESG in Private Equity from the second year of the initiative?
  • To what extent is the initiative helping LPs and GPs to solve the data challenge?
  • How firms leverage the data to gain new insights and drive value creation
  • How is technology helping the EDCI?
  • What’s next for the initiative in 2024?

Moderator:
Tim Mohin, Partner and Director, BCG

Co-Facilitator:
Ben Morley
, Partner and Associate Director, BCG
Samantha Hill, Head of Sustainability Integration, Global Leadership Team, CPP Investments
Catherine Isabelle, Senior Director, Sustainability and Climate Innovation, PSP Investments
Carletta Ooton, Head of ESG, Apollo Global Management
Heleen van Poecke,
Co-Founder and CEO, KEY ESG

A speaker photo for Tim Mohin

Tim Mohin

Partner and Director, BCG

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A speaker photo for Ben Morley

Ben Morley

Partner and Associate Director, BCG

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A speaker photo for Samantha Hill

Samantha Hill

Managing Director, Sustainable Investing, CPP Investments

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A speaker photo for Catherine Isabelle

Catherine Isabelle

Senior Director, Responsible Investment, PSP Investments

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A speaker photo for Carletta Ooton

Carletta Ooton

Head of ESG - Operating Partner, Apollo Global Management

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A speaker photo for Heleen van Poecke

Heleen van Poecke

Co-founder and CEO, KEY ESG

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10:45 - 11:10

Fireside chat: the continued evolution of Ares climate strategy

Adam Heltzer, Joe Indvik, Mark Golovcsenko
  • Measurement to management – Why tracking the right KPIs is critical for climate success
  • Advancing on the climate journey while keeping the final destination flexible
  • Building a cohesive climate vision for a complex portfolio

Moderator:
Mark Golovcsenko, Principal, Advisory ESG, KPMG

Adam Heltzer, Partner, Head of ESG, Ares
Joe Indvik, Principal, Climate Strategy Lead, Ares

A speaker photo for Adam Heltzer

Adam Heltzer

Partner, Head of ESG, Ares Management

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A speaker photo for Joe Indvik

Joe Indvik

Principal, Ares

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A speaker photo for Mark  Golovcsenko

Mark Golovcsenko

Principal, Advisory ESG, KPMG

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Coffee & networking
11:10 - 11:40

Coffee & networking

Plenary sessions
11:40 - 12:20

To what extent does ESG drive portfolio value creation

Peter Ekman , Allegra Day, Avantika Saisekar, Tensie Whelan, Tricia Winton
  • How do sustainability strategies increase profitability and sell-on value
  • Showing the value of ESG work: can this be used to fight the backlash?
  • To what extent does implementing sustainability increase resilience?
  • Case studies from real PE investments

Moderator:
Peter Ekman
, Senior Vice President – ESG Value Creation, Malk Partners

Panelists:
Allegra Day, ESG Director,  Cinven
Avantika Saisekar, Managing Director, Wafra
Tensie Whelan
, Professor, Director, NYU Stern Center for Sustainable Business
Tricia Winton, Partner and Global Head of ESG, Bain Capital

 

A speaker photo for Peter Ekman

Peter Ekman

Senior Vice President - ESG Value Creation, Malk Partners

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A speaker photo for Allegra Day

Allegra Day

ESG Director, Cinven

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A speaker photo for Avantika Saisekar

Avantika Saisekar

Managing Director of Sustainable Investing, Wafra Inc.

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A speaker photo for Tensie Whelan

Tensie Whelan

Professor, Director, NYU Stern Center for Sustainable Business

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A speaker photo for Tricia Winton

Tricia Winton

Partner and Global Head of ESG, Bain Capital

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12:20 - 12:50

Fostering inclusion and diversity: insights, challenges, and best practices

Marianne Voss, Johnathan Medina, Anthony Oni
  • Overcoming barriers to making progress on DEI
  • What could recent Supreme Court judgements mean for businesses DEI strategies?
  • The importance of operationalizing DEI and taking out the controversy
  • Case studies of what works well

Moderator: Marianne Voss, Managing Director and Chief ESG Officer, Webster Equity Partners

Panelists:
Johnathan Medina, Global Head of DE&I, Macquarie Asset Management
Anthony Oni, Managing Partner, Energy Impact Partners

 

A speaker photo for Marianne  Voss

Marianne Voss

Managing Director and Chief ESG Officer, Webster Equity Partners

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A speaker photo for Johnathan Medina

Johnathan Medina

Head of Diversity, Equity, and Inclusion (DEI), Macquarie Asset Management (MAM)

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A speaker photo for Anthony Oni

Anthony Oni

Managing Partner, Energy Impact Partners (EIP)

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12:50 - 13:20

Portfolio company perspectives on sustainability and ESG performance improvement

William Pleasant, Don Anderson, Beverly Gates, Allison Gosselin
  • How are portfolio companies balancing the expectations of their PE sponsors with their other stakeholders?
  • Are sponsor ambitions aligned with portfolio company customer expectations?
  • Investigating the collaborative strategies employed by portfolio companies in partnership with their investors.
  • What are the key ESG focus areas to improve performance and create real business value?

Moderator:
William Pleasant, Sustainability Business Advisor, Bridge House Advisors

Panelists:
Don Anderson, Owner, Portfolio Solutions
Beverly Gates, Executive Vice President and Chief Legal Officer, Monogram Foods
Allison Gosselin, Director, environmental, social and governance, Graham Partners

 

A speaker photo for William Pleasant

William Pleasant

Sustainability Business Advisor, Bridge House Advisors

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A speaker photo for Don Anderson

Don Anderson

Owner, Portfolio Solutions

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A speaker photo for Beverly Gates

Beverly Gates

Executive Vice President and Chief Legal Officer, Monogram Foods

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A speaker photo for Allison Gosselin

Allison Gosselin

Director, Environmental Social and Governance, Graham Partners

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Lunch
13:20 - 14:15

Lunch

Track A | Impact investing
14:15 - 15:00

Landscape of impact investing: emerging managers, fundraising and returns

Chase Wisnowski, Christina Anzel, Karin Bouwmeester , Eimear Palmer, Jessica Pan
  • Which investment themes are taking off in the impact market?
  • Which investment propositions are resonating most with impact allocators?
  • How are first-time and emerging managers approaching fundraising?

Moderator:
Chase Wisnowski,
Head of Multi-Strategy, SVP, Malk Partners

Panelists:
Christina Anzel,
Director, Generation Investment Management
Karin Bouwmeester,
ESG Lead Private Equity, PGGM Investments
Eimear Palmer
, Partner, Global Head of ESG, Pantheon Ventures
Jessica Pan, Senior Portfolio Manager, Private Equity, APG Asset Management

A speaker photo for Chase Wisnowski

Chase Wisnowski

Head of Multi-Strategy, SVP, Malk Partners

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A speaker photo for Christina  Anzel

Christina Anzel

Director

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A speaker photo for Karin  Bouwmeester

Karin Bouwmeester

ESG Lead Private Equity

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A speaker photo for Eimear Palmer

Eimear Palmer

Partner, Global Head of ESG, Pantheon Ventures

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A speaker photo for Jessica Pan

Jessica Pan

Senior Portfolio Manager, APG Asset Management

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15:00 - 15:45

Delivering real world change: doing impact investing like you mean it

Eunice Chapon, Deborah La Franchi, Fran Seegull, Chavon Sutton
  • What are some of the best practices in executing a credible impact creation plan?
  • Are we seeing a link between greater impact and higher valuations of assets?
  • How are funds engaging their portfolio companies to deliver on impact performance?

Moderator:
Eunice Chapon
, Director – Operations and Business Development, BrightEdge – American Cancer Society

Panelists:
Deborah La Franchi,
Founder & CEO, SDS Capital Group
Fran Seegull, President, U.S. Impact Investing Alliance
Chavon Sutton,
Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

A speaker photo for Eunice Chapon

Eunice Chapon

Director of Operations and Business Development, BrightEdge/American Cancer Society

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A speaker photo for Deborah La Franchi

Deborah La Franchi

Founder & CEO, SDS Capital Group

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A speaker photo for Fran  Seegull

Fran Seegull

President, U.S. Impact Investing Alliance

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A speaker photo for Chavon Sutton

Chavon Sutton

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

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15:45 - 16:30

Impact in decarbonization and climate investing

Suha Gillani, James Mackey , Zack Montebell, Valerie Shen
  • What investment opportunities has the IRA legislation enabled?
  • Which types of assets are promising to deliver carbon abatement and sequestration?
  • How are funds measuring their climate impact?

Moderator:
Suha Gillani
, Director of ESG & Impact Value Creation, ERM

Panelists:
James Mackey, Managing Director, Investments, Climate Investment
Zack Montebell,
Vice President, NY Green Bank
Valerie Shen, Partner and Chief Operating Officer, G2 Venture Partners

A speaker photo for Suha Gillani

Suha Gillani

Director of ESG & Impact Value Creation, ERM

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A speaker photo for James Mackey

James Mackey

Managing Director, Climate Investment

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A speaker photo for Zack Montebell

Zack Montebell

Vice President, Green Bank of NY

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A speaker photo for Valerie Shen

Valerie Shen

Partner and Chief Operating Officer, G2 Venture Partners

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Track B | Tech & data
14:15 - 15:00

Fostering collaboration and leveraging technology to overcome ESG data challenges

Jakob Schenker, Ritika Chandra, Lindsay Gibson, Lindsay Rosenstein, Heleen van Poecke
  • How do/should ESG and digital teams intersect at fund and portfolio level? How can they all drive value for the deal team?
  • Crafting strategic alliances: navigating IT and Tech collaborations
  • Comparing approaches from large firms to the mid-market

Moderator:
Jakob Schenker
, Director, ESG and Climate Advisory Practice, KPMG

Panelists:
Ritika Chandra, Head of ESG and Senior, Vice President, TA Associates
Lindsay Gibson,
Vice President, Permira
Lindsay Rosenstein,
Principal and Head of ESG, Crestview Partners
Heleen van Poecke, Co-Founder and CEO, KEY ESG

 

 

A speaker photo for Jakob Schenker

Jakob Schenker

Director, ESG and Climate Advisory Practice, KPMG

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A speaker photo for Ritika Chandra

Ritika Chandra

Head of ESG and Senior Vice President, Strategic Resource Group, TA Associates

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A speaker photo for Lindsay Gibson

Lindsay Gibson

Vice President, Permira

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A speaker photo for Lindsay   Rosenstein

Lindsay Rosenstein

Principal and Head of ESG, Crestview Partners

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A speaker photo for Heleen van Poecke

Heleen van Poecke

Co-founder and CEO, KEY ESG

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15:00 - 15:45

Assessing AI’s impacts on Sustainability and the Sustainability Role

David Wynn, Di Rifai, Sylvain Forté, Walter Viguilouk
  • Exploring AI’s potential to streamline ESG assessments during due diligence and enhancing ESG performance across investments
  • Leveraging AI across the whole investment cycle
  • How should AI developments impact ESG assessments
  • What are the most material impacts from AI on sustainability

Moderator:
David Wynn
, Director of Product Marketing (Sustainability), Cority

Panelists:
Di Rifai,
Chair, Creating Future Us
Sylvain Forté, CEO & Co-founder, SESAMm
Walter Viguiliouk,
Head of sustainable Investing, private markets, Manulife

 

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David Wynn

Director, Product Marketing – Sustainability, Cority

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A speaker photo for Di Rifai

Di Rifai

Chair, Creating Future Us

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A speaker photo for Sylvain  Forté

Sylvain Forté

Co-founder & CEO, SESAMm

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A speaker photo for Walter Viguilouk

Walter Viguilouk

Managing Director, Sustainable Investing, Private Markets

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15:45 - 16:30

Moving from data accumulation to data utilization

Nicole Peerless, Jeffrey Cohen, Greer Howard, Rachel Hurley , Karin Bouwmeester
  • Understanding the limitations of relying solely on portfolio company data and delving into broader ESG metrics
  • Fostering effective collaboration between private equity firms and lenders to share ESG data
  • Exploring strategies to effectively convey ESG data between different stakeholders

Moderator: Nicole Peerless, Head of Global Business Engagement, Pulsora

Greer Howard, Vice President, ESG, Oaktree Capital Management

Rachel Hurley, Head of Sustainability, Paine Schwartz Partners

Jeffrey Cohen, Managing Director, Head of ESG & Sustainability, Oak Hill Advisors

Karin Bouwmeester, ESG Lead Private Equity, PGGM Investments

A speaker photo for Nicole Peerless

Nicole Peerless

Head of Global Business Engagement, Pulsora

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A speaker photo for Jeffrey Cohen

Jeffrey Cohen

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

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A speaker photo for Greer Howard

Greer Howard

Vice President, ESG, Oaktree Capital Management

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A speaker photo for Rachel Hurley

Rachel Hurley

Head of Sustainability, Paine Schwartz Partners

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A speaker photo for Karin  Bouwmeester

Karin Bouwmeester

ESG Lead Private Equity

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Track C | Regulation
14:15 - 15:00

Outlook on federal and state ESG disclosure

Robert Esposito, Katie Blum, Daniel Silverberg
  • Assessing the implications for assessment, reporting and transparency
  • Providing clear and consistent climate-related information to LPs
  • Where next for US regulators?

Moderator:
Robert Esposito
, Managing Director and Senior Counsel, ESG, Apollo Global Management

Panelists:
Katie Blum,
Principal, Holtara, powered by Apex Group
Daniel Silverberg,
Managing Director, Capstone

A speaker photo for Robert Esposito

Robert Esposito

Managing Director and Senior Counsel, ESG, Apollo Global Management

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A speaker photo for Katie Blum

Katie Blum

Principal, Holtara, powered by Apex Group

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A speaker photo for Daniel Silverberg

Daniel Silverberg

Managing Director, Capstone

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15:00 - 15:45

Navigating changing regulations as a global investor

Sheryl Schwartz, Phillip Benyola Jr., Jennifer Coulson , Matthew Johns
  • Double materiality not accepted in US like Europe
  • Divergence politically between US and rest of the world:
  • How will antitrust laws impact cross-border M&A?

Moderator: Sheryl Schwartz, Chief Investment Officer, ALTI

Panelists:
Phil Benyola, Director of Private Equity, Bessemer
Jennifer Coulson, Senior Managing Director & Global Head, ESG, BCI
Matthew Johns,
ESG, IH International Advisors

A speaker photo for Sheryl Schwartz

Sheryl Schwartz

Co Founder and Chief Investment Officer of Alti

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A speaker photo for Phillip Benyola Jr.

Phillip Benyola Jr.

Director of Private Equity

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A speaker photo for Jennifer Coulson

Jennifer Coulson

Senior Managing Director and Global Head of ESG, BCI

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A speaker photo for Matthew Johns

Matthew Johns

Principal, ESG

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15:45 - 16:30

How regulation can drive value creation: practical tips for ESG professionals

Joshua Brunert , Abrielle Rosenthal, Daniel D'Ambrosio
  • Using reporting and disclosure requirements to your advantage
  • Building a track record and credibility using data
  • Engaging effectively with investors and portfolio companies

Moderator:
Daniel D’Ambrosio
, Partner, Kirkland & Ellis

Panelists:
Joshua Brunert, Global Head of ESG Product Development, Holtara, powered by Apex Group
Abrielle Rosenthal, Chief Sustainability Officer, TowerBrook

A speaker photo for Joshua Brunert

Joshua Brunert

Global Head of ESG Product Development, Holtara

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A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Chief Sustainability Officer, TowerBrook

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A speaker photo for Daniel D'Ambrosio

Daniel D'Ambrosio

Partner – ESG & Impact, Kirkland & Ellis

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Track D | Any other business
14:15 - 15:00

Driving diversity at portfolio companies

Bob Dannhauser, Adriana Becerra Cid, Shaun Chaudhuri, Ashley McNamee
  • Promoting diverse leadership across your portfolio
  • Overcoming barriers to diversity and inclusion in portfolio businesses
  • Fostering inclusivity to drive innovation and performance
  • Measuring Progress: tracking and reporting on diversity advancement

Moderator:
Bob Dannhauser,
Senior Advisor, Shift project

Panelists:
Adriana Becerra Cid
, Sustainable Investment Lead for Private Assets, Lombard Odier Asset Management
Shaun Chaudhuri, Principal, The Westly Group
Ashley McNamee, Managing Director, ESG, Revelstoke Capital Partners LLC

A speaker photo for Bob Dannhauser

Bob Dannhauser

Senior Advisor, Shift Project

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A speaker photo for Adriana Becerra Cid

Adriana Becerra Cid

Sustainable Investment Manager for Private Markets, Lombard Odier

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A speaker photo for Shaun Chaudhuri

Shaun Chaudhuri

Principal, Westly Group

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A speaker photo for Ashley  McNamee

Ashley McNamee

Managing Director, Revelstoke Capital Partners

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15:00 - 15:45

Revolutionary approaches to Decarbonization

Saleh ElHattab, Bethany Brantley, Michael Cappucci, Barrett Lawson, Gayatri Sarkar
  • What does best practice look like when decarbonizing a portfolio company?
  • Addressing the financial shortfall in decarbonization Initiatives
  • An exploration of emerging and innovative investment strategies

Moderator:
Saleh ElHattab, Founder and CEO, Gravity

Panelists:
Bethany Brantley,
Head of ESG, IPI Partners
Michael Cappucci, Managing Director – Compliance and Sustainable Investing, Harvard Management Company
Gayatri Sarkar, Founder and CEO, Advaita Capital
Barrett Lawson, Director, Anthesis

A speaker photo for Saleh  ElHattab

Saleh ElHattab

Founder and CEO, Gravity

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A speaker photo for Bethany Brantley

Bethany Brantley

Head of ESG, IPI Partners

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A speaker photo for Michael Cappucci

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

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A speaker photo for Barrett Lawson

Barrett Lawson

Director, Anthesis

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A speaker photo for Gayatri Sarkar

Gayatri Sarkar

Founder and CEO, Advaita Capital

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15:45 - 16:30

Defining what is meant by stewardship for private equity

Haben Berhe, Peter Dunbar, Irina Markina, Leela Ramnath, Katherine Treuer
  • How does stewardship apply to private equity investing?
  • Fiduciary duty vs stewardship: is there tension between them?
  • What are the responsibilities of PE managers in terms of stewardship

Moderator:
Haben Berhe
, Senior Responsible Investment Manager, US, UNPRI

Panelists:
Peter Dunbar,
Principal – Responsible Investment, StepStone Group
Irina Markina,
Managing Director, Chief Decarbonization Officer, Ara Partners
Leela Ramnath, Head of Sustainability Strategy, Warburg Pincus
Katherine Treuer
, Principal, Generate Capital



A speaker photo for Haben Berhe

Haben Berhe

Senior Responsible Investment Manager, Principles for Responsible Investment

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A speaker photo for Peter Dunbar

Peter Dunbar

Principal – Responsible Investment, StepStone Group

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A speaker photo for Irina Markina

Irina Markina

Managing Director, Chief Decarbonization Officer, Ara Partners

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A speaker photo for Leela Ramnath

Leela Ramnath

Global Head of Sustainability Strategy, Warburg Pincus

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A speaker photo for Katherine Treuer

Katherine Treuer

Principal, Generate Capital

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Coffee & networking
16:30 - 16:50

Coffee & networking

Working group series A
16:50 - 17:45

Working Group A: EDCI Benchmarking

Ben Morley, Joshua Kriesberg, Allegra Day, Irina Markina, Heidi DuBois

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • Learn how GPs and LPs are harnessing the EDCI benchmark
  • Explore the full suite of EDCI benchmark functionality
  • Overview of EDCI partnerships with ESG tech platforms
  • Case studies of how private equity funds are engaging

Co-facilitators:
Ben Morley, Partner and Associate Director, BCG
Joshua Kriesberg, EDCI Member Engagement Lead + Sustainability Consultant, BCG
Allegra Day, ESG Director, Cinven
Irina Markina, Managing Director, Chief Decarbonization Officer, Ara Partners
Heidi DuBois, Global Head of ESG, AEA Investors

A speaker photo for Ben Morley

Ben Morley

Partner and Associate Director, BCG

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A speaker photo for Joshua Kriesberg

Joshua Kriesberg

EDCI Member Engagement Lead, BCG

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A speaker photo for Allegra Day

Allegra Day

ESG Director, Cinven

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A speaker photo for Irina Markina

Irina Markina

Managing Director, Chief Decarbonization Officer, Ara Partners

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A speaker photo for Heidi DuBois

Heidi DuBois

Global Head of ESG, AEA Investors

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16:50 - 17:45

Working group B: Decarbonizing value chain emissions

Jessica Clavette, Nandini Hampole , Maria Liby-Troein

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • Understanding scope 3 emissions complexity and current state of private markets
  • Practical implementation steps to improve data collection, quality and transparency.
  • Case studies and industry resources to advance emissions reduction via supplier engagement

Co-facilitators:
Nandini Hampole, Principal, ESG & Responsible Investing, Bregal
Jessica Clavette, ESG Manager, UK, Equistone
Maria Liby-Troein, Associate Partner, Bain & Company

 

A speaker photo for Jessica Clavette

Jessica Clavette

ESG Manager, Equistone Partners Europe

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A speaker photo for Nandini  Hampole

Nandini Hampole

Principal, ESG & Responsible Investment, Bregal Investments

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A speaker photo for Maria Liby-Troein

Maria Liby-Troein

Associate Partner, Bain & Company

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16:50 - 17:45

Working group C: Integrating tech and sustainability

Kyle Flick, Brett Juliano

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • How to successfully balance technology with expertise
  • What can and should be automated
  • What aspects require more hands on approach
  • How can technology play a role in advancing a sustainability strategy

Facilitator:
Kyle Flick, Director of Services, Novata
Brett Juliano, CFA, CAIA, Head of Sustainability, Strategic Resource Group, THL Partners

 

A speaker photo for Kyle Flick

Kyle Flick

Director of ESG Methodology, Novata

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A speaker photo for Brett  Juliano

Brett Juliano

Head of Sustainability, Strategic Resource Group, THL Partners

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16:50 - 17:45

Working group D: Working with portfolio companies

Jennifer Flood, Jeff Gibbons, Peter Ellsworth

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • How do you help link sustainability engagement and action to value creation
  • What are tools and resources that you can provide / bring to the table
  • How do you balance top-down ESG demands from sponsors vs. ESG demands from strategic customers?
  • In the event of ESG “fatigue”, what are some ESG focus areas that create value for the sponsor and the company?
  • What are some approaches that help setup post-close ESG engagement during the pre-investment due diligence phase?

Co-facilitators:
Jennifer Flood, Sustainability, Head of North America, Investindustrial
Jeff Gibbons,
Chief Growth Officer, Bridge House Advisors
Peter Ellsworth,
Senior Director, Ceres

A speaker photo for Jennifer  Flood

Jennifer Flood

Sustainability, Head of North America, Investindustrial

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A speaker photo for Jeff Gibbons

Jeff Gibbons

Chief Growth Officer, Bridge House Advisors

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A speaker photo for Peter Ellsworth

Peter Ellsworth

Senior Director, Ceres

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16:50 - 17:45

Working group E: Solving ESG data compliance and reporting challenges

Luke Wilcox, Neil Mandal, Gloria Radeff

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • How should investment and compliance teams work together to ensure data accuracy and documentation?
  • How can compliance ensure that all LP ESG commitments are implemented?
  • How are LP reporting requirements changing?
  • How can data platforms be used to serve multiple, and sometimes contradictory, regulatory and investor reporting requirements?

Co-facilitators:
Luke Wilcox, Partner and Head of ESG Data and Analytics, ACA Group
Neil Mandal, Director of Strategic Initiatives, Corbin Capital
Gloria Radeff, Chief Administrative Officer and Head of Business Development, Libremax

A speaker photo for Luke Wilcox

Luke Wilcox

Partner and Head of ESG Data and Analytics, ACA Group

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A speaker photo for Neil Mandal

Neil Mandal

Director of Strategic Initiatives, Corbin Capital

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A speaker photo for Gloria Radeff

Gloria Radeff

Chief Administrative Officer and Head of Business Development, LibreMax

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16:50 - 17:45

Working group F: What data looks like for sustainability reporting in private equity

David Wynn

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • Breakout: Challenges with data – pain points when reporting
  • Breakout: Tools, resources, best practice – what does good look like? How can we improve the quality of data?
  • Key takeaways, opportunities, best practice advice

Facilitator:
David Wynn, Director of Product Marketing (Sustainability), Cority

A speaker photo for David Wynn

David Wynn

Director, Product Marketing – Sustainability, Cority

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End of day one
17:00 - 19:00

Cocktail Reception

19:00 - 19:00

Close of day one of the conference

Agenda

Day 2 - Wednesday 21st

08:00 - 09:00

Invitation only LP and GP Breakfast briefings

Haben Berhe, Aditya Vikram, Jennifer Coulson , Serge Younes

This is a closed door session for GPs and LPs only, no service providers.

This networking session will explore the topic of stewardship in private equity. We will talk about when to engage during the investment life-cycle, whom to engage to ensure a successful engagement, what to engage on and how to engage with portfolio companies as well as the wider markets. We will explore these topics using one of the ESG issues as an example and will also present data/findings from the PRI reporting data to substantiate discussions. There will be a fireside chat with investors as well as a discussion with the participants in the room around this topic.

This is a closed door session for GPs and LPs only, no service providers.

Co-facilitator: Aditya Vikram, Head of Private Equity, UNPRI
Co-facilitator: Haben Berhe, Senior Responsible Investment Manager, US, UNPRI
Co-facilitator: Jennifer Coulson, Senior Managing Director & Global Head, ESG, BCI
Co-facilitator: Serge Younes, Head of Sustainability, Investindustrial

              

A speaker photo for Haben Berhe

Haben Berhe

Senior Responsible Investment Manager, Principles for Responsible Investment

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A speaker photo for Aditya Vikram

Aditya Vikram

Head of Private Equity, UNPRI

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A speaker photo for Jennifer Coulson

Jennifer Coulson

Senior Managing Director and Global Head of ESG, BCI

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A speaker photo for Serge Younes

Serge Younes

Head of Sustainability, Investindustrial

Read bio
09:05 - 09:10

Opening remarks

Snehal Shah, Bruce B. Simpson

Snehal Shah, Senior Reporter, PEI – Forum A
Bruce B. Simpson, GP, Agetech Capital – Forum B

 

A speaker photo for Snehal Shah

Snehal Shah

Reporter, New Private Markets, PEI Media

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A speaker photo for Bruce B. Simpson

Bruce B. Simpson

GP, Agetech Capital

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Plenary
09:10 - 09:50

Building a long-term vision for ESG data

Snehal Shah, Laura Fernandez , Julian Seelan, Tara Mei Smith, Lexi Wachter
  • Being more strategic about data collection: to what extent is it possible when GPs collect what LPs ask?
  • Analysing what data is actually being used for: can GPs and LPs work together?
  • Evaluating the role of third-party ESG assessments in complementing internal data
  • To what extent can data be used to prove to LPs that ESG adds value to investments?

Moderator: Snehal Shah, Senior Reporter, PEI

Laura Fernandez, Principal, Regulatory Affairs and Sustainability, Kinterra Capital
Julian Seelan, Managing Director – ESG Strategy & Product Development, ACA
Tara Mei Smith, ESG Integration Officer, NYC Office of the Comptroller
Lexi Wachter
, Vice President ESG, General Atlantic

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for Laura Fernandez

Laura Fernandez

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

Read bio
A speaker photo for Julian Seelan

Julian Seelan

Managing Director, ESG Strategy & Product Development

Read bio
A speaker photo for Tara Mei  Smith

Tara Mei Smith

ESG Integration Officer for the Bureau of Asset Management, Office of NYC Comptroller

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A speaker photo for Lexi Wachter

Lexi Wachter

Vice President ESG, General Atlantic

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09:10 - 09:50

Making biodiversity and natural capital relevant to PE investing

Rodolfo Jaffe, Evelina Olago, Jennifer Pryce, Denise Odaro
  • TNFD V4.0: what does it mean for investors?
  • Leveraging biodiversity data in investment decisions
  • To what extent does work on biodiversity interlink with climate strategy?
  • Where and how can private equity fund managers incorporate natural capital solutions in their investment strategy?

Moderator: Rodolfo Jaffe, Managing Consultant, Ecology and Biodiversity, Ramboll

Evelina Olago, Managing Director of Client & Strategy, Just Climate

Jennifer Pryce, President and CEO, Calvert Impact

Denise Odaro, Head of ESG, PAI Partners

A speaker photo for Rodolfo  Jaffe

Rodolfo Jaffe

Managing Consultant, Ecology and Biodiversity

Read bio
A speaker photo for Evelina Olago

Evelina Olago

Managing Director of Client & Strategy, Just Climate

Read bio
A speaker photo for Jennifer Pryce

Jennifer Pryce

President and CEO, Calvert Impact

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A speaker photo for Denise Odaro

Denise Odaro

MD, Head of ESG & Sustainability, PAI Partners

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09:50 - 10:30

Managing increasing climate transition litigation risk

Beth Jones, Shannon Selden, Ulysses Smith
  • Why is there growing risk of climate transition litigation risk for private equity?
  • What are the key areas of climate transition litigation risk?
  • How is best to mitigate that risk, or to tackle it when litigation arrives?

Moderator:
Ulysses Smith,
ESG Senior Advisor, Debevoise & Plimpton

Panelists:
Beth Jones, Senior Managing Directors – Risk & Investigations, FTI Consulting
Shannon Selden, Partner, Debevoise & Plimpton

A speaker photo for Beth  Jones

Beth Jones

Senior Managing Director – Risk & Investigations, FTI Consulting

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A speaker photo for Shannon Selden

Shannon Selden

Partner, Debevoise & Plimpton

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A speaker photo for Ulysses Smith

Ulysses Smith

ESG Senior Advisor, Debevoise & Plimpton

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09:50 - 10:30

Supply chain sustainability and human rights

Tim Mohin, Candice Brenet, Heidi DuBois, Ariel Giumarelli , Daryl Kennedy
  • Which issues are funds focusing on when it comes to supply chain ESG risks at their portfolio companies?
  • Considering the latest regulatory landscape in North America
  • Working with portfolio companies to deliver more resilient supply chains
  • Showcasing successful case studies that show how you can drive positive change

Moderator:
Tim Mohin
, Partner and Director, BCG

Panelists:
Candice Brenet, Head of Sustainability, Ardian
Heidi DuBois, Global Head of ESG, AEA Investors
Ariel Giumarelli, Partner, Kirkland & Ellis
Daryl Kennedy,
Sustainability & Investor Relations Manager, Piva Capital

A speaker photo for Tim Mohin

Tim Mohin

Partner and Director, BCG

Read bio
A speaker photo for Candice Brenet

Candice Brenet

Head of Sustainability, Ardian

Read bio
A speaker photo for Heidi DuBois

Heidi DuBois

Global Head of ESG, AEA Investors

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A speaker photo for Ariel Giumarelli

Ariel Giumarelli

Partner, Kirkland & Ellis

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A speaker photo for Daryl Kennedy

Daryl Kennedy

Investor Relations and Sustainability Manager, Piva Capital

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Coffee & networking
10:30 - 11:00

Coffee & networking

Plenary sessions
11:00 - 11:30

Fireside Chat - Ownership Works: why employee ownership is catching on in private equity

Pete Stavros, Winna Brown
  • An update on who is signed up to the initiative
  • The advantages of aligning incentives between employees and management
  • Why ownership cultivates a focus on long-term strategic growth
  • Case studies from private equity where ownership is working

Pete Stavros, Partner Co-Head of Global Private Equity, KKR
In conversation with
Winna Brown,
Americas Private Equity ESG Leader, Ernst & Young LLP

A speaker photo for Pete Stavros

Pete Stavros

Co-Head of US Private Equity, KKR & Founder and Chairman, Ownership Works

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A speaker photo for Winna Brown

Winna Brown

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

Read bio
11:30 - 12:05

Sustainability and Climate Integration in Private Credit

Abdulla Zaid, Michael Kashani, Matt Kaczmarek, Debra McCoy
  • State of the market and comparison with other asset classes
  • How investors and managers have collaborated to enhance transparency in private credit
  • New solutions/ initiatives in the market to facilitate three way engagement on Sustainability and Climate issues
  • What’s next?

Moderator:
Abdulla Zaid,
Vice President, Private Capital Research, MSCI

Panelists:
Michael Kashani,
Managing Director, Apollo Global Management
Matt Kaczmarek, Managing director, Blackrock
Debra McCoy, 
Partner, Bain & Company

 

 

A speaker photo for Abdulla Zaid

Abdulla Zaid

Vice President, Private Capital Research, MSCI

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A speaker photo for Michael Kashani

Michael Kashani

Managing Director, Apollo Global Management

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A speaker photo for Matt Kaczmarek

Matt Kaczmarek

Managing Director, Blackrock

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A speaker photo for Debra McCoy

Debra McCoy

Partner, Bain & Company

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12:05 - 12:35

Cutting through the noise: AI and Private Equity

Chandini Jain, Donna Bebb, Ercan Ucak
  • How should sustainability teams be looking to bring in AI expertise? External consultants vs. in-house specialists
  • Mobilizing the right C-suite and board members to champion a Responsible AI Strategy
  • Balancing the investment opportunity with ESG considerations
  • Case studies of what leading firms are doing now

Moderator: Chandini Jain, Founder & CEO, Auquan

Ercan Ucak, Vice President, Cerberus Capital Management
Donna Bebb, Head of ESG, Thoma Bravo

A speaker photo for Chandini Jain

Chandini Jain

Founder & CEO, Auquan

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A speaker photo for Donna Bebb

Donna Bebb

Head of ESG, Thoma Bravo

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A speaker photo for Ercan Ucak

Ercan Ucak

Vice President, Cerberus Capital Management

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12:35 - 13:15

The big debate: how can PE deal with the ESG backlash in a proactive and positive way

Bruce B. Simpson, Tynesia Boyea-Robinson, Peter Ellsworth, Colin Etnire

Moderator:
Bruce B. Simpson
, GP, Agetech

Panelists:
Tynesia Boyea-Robinson, President and CEO, CapEQ
Peter Ellsworth,
Senior Director, Ceres
Colin Etnire, Head of ESG, BC Partners

A speaker photo for Bruce B. Simpson

Bruce B. Simpson

GP, Agetech Capital

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A speaker photo for Tynesia  Boyea-Robinson

Tynesia Boyea-Robinson

President, and CEO, CapEQ

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A speaker photo for Peter Ellsworth

Peter Ellsworth

Senior Director, Ceres

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A speaker photo for Colin Etnire

Colin Etnire

Head of ESG, BC Partners

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Lunch
13:15 - 14:00

Lunch

Working group series B
14:00 - 15:00

Working group A: Building a plan for biodiversity

Rodolfo Jaffe, Sara Copp Franz

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • The business case for biodiversity
  • How to assess and disclose nature-related impacts, dependencies, risks, and opportunities
  • Challenges associated with biodiversity accounting and reporting

Co-facilitators:
Rodolfo Jaffe
, Managing Consultant, Ecology and Biodiversity, Ramboll
Sara Copp Franz, Managing Consultant, Biodiversity and Ecosystems, Ramboll

A speaker photo for Rodolfo  Jaffe

Rodolfo Jaffe

Managing Consultant, Ecology and Biodiversity

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A speaker photo for Sara Copp Franz

Sara Copp Franz

Managing Consultant, Biodiversity and Ecosystems, Ramboll

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14:00 - 15:00

Working group B: Beyond Emissions Reporting & Planning: How Taking Decarbonization Action Wins Portfolio Company Trust

Saleh ElHattab

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • Tackle key challenges in carbon reporting and decarbonization, highlighting the engagement of portfolio companies through innovative strategies.
  • Convert carbon data into actionable insights for impactful decarbonization and cost reduction, utilizing technology and analytics.
  • Showcase successful transitions from carbon reporting to decarbonization plans in PE firms and portfolio companies.
  • Propose creative solutions for decarbonization projects in mature investments, emphasizing technology-enhanced collaboration.

Facilitator:
Saleh ElHattab
, Founder and CEO, Gravity

A speaker photo for Saleh  ElHattab

Saleh ElHattab

Founder and CEO, Gravity

Read bio
14:00 - 15:00

Working group C: Integrating AI into sustainability

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • AI’s role in advancing sustainability research: support deal sourcing, ESG due diligence, and controversy monitoring
  • AI for impact assessment, good governance, and reporting
  • Practical implementation steps for integrating AI into sustainability workflows — and lessons learned/common pitfalls

Facilitator: Auquan

14:00 - 15:00

Working group D: Sharing best practices for improving ESG to drive value at portfolio companies

Johan Nordenson, Seth Reynolds, Jennifer Essigs

This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.

  • Playbook examples of what has worked to drive value creation and ESG improvements
  • Experiences of investing substantially to drive multiple expansion
  • How to value downside protection from sustainability initiatives

Co-facilitators:
Johan Nordenson
, Operating Partner, Value Creation and ESG, Altamont Capital Partners
Seth Reynolds,
Americas SaT Sustainability Leader, Ernst & Young LLP
Jennifer Essigs, Head of Sustainability, AE Industrial

A speaker photo for Johan Nordenson

Johan Nordenson

Operating Partner, Value Creation and ESG, Altamont Capital

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A speaker photo for Seth Reynolds

Seth Reynolds

Partner/Principal, EY-Parthenon, Ernst & Young LLP

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A speaker photo for Jennifer Essigs

Jennifer Essigs

Head of Sustainability, AE Industrial

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Close of conference
15:00 - 15:00

Close of conference

For information on speaking at the event, please contact Joana Frade.
Joana.F@pei.group | +44 (0) 20 3640 7518

2024 speakers include:

Don Anderson

Owner, Portfolio Solutions

Christina Anzel

Director , Generation Investment Management

Donna Bebb

Head of ESG, Thoma Bravo

Phillip Benyola Jr.

Director of Private Equity , Bessemer Trust Company, N.A.

Haben Berhe

Senior Responsible Investment Manager, Principles for Responsible Investment

Katie Blum

Principal, Holtara, powered by Apex Group

Karin Bouwmeester

ESG Lead Private Equity , PGGM Investments

Tynesia Boyea-Robinson

President, and CEO, CapEQ

Bethany Brantley

Head of ESG, IPI Partners

Candice Brenet

Head of Sustainability, Ardian

Winna Brown

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

Joshua Brunert

ESG Specialist, Holtara, powered by Apex Group

Natasha Buckley

Vice President, ESG, HarbourVest Partners

Isabelle Burgess

Senior Associate, Institutional Limited Partners Association (ILPA)

Michael Cappucci

Managing Director - Compliance and Sustainable Investing, Harvard Management Company

Ritika Chandra

Head of ESG and Senior Vice President, Strategic Resource Group, TA Associates

Shaun Chaudhuri

Principal, Westly Group

Adriana Becerra Cid

Sustainable Investment Manager for Private Markets, Lombard Odier

Jessica Clavette

ESG Manager, Equistone Partners Europe

Jeffrey Cohen

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

Jennifer Coulson

Senior Managing Director and Global Head of ESG, BCI

Bob Dannhauser

Senior Advisor, Shift Project

Daniel D'Ambrosio

Partner – ESG & Impact, Kirkland & Ellis

Allegra Day

ESG Director, Cinven

Mackenzie Drutowski

Partner, Kirkland & Ellis

Heidi DuBois

Global Head of ESG, AEA Investors

Peter Dunbar

Principal – Responsible Investment, StepStone Group

Michael Eisenberg

Partner, ESG Integration & Impact Investing Lead, ERM

Peter Ekman

Senior Vice President - ESG Value Creation, Malk Partners

Saleh ElHattab

Founder and CEO, Gravity

Peter Ellsworth

Senior Director, Ceres

Robert Esposito

Managing Director and Senior Counsel, ESG, Apollo Global Management

Jennifer Essigs

Head of Sustainability, AE Industrial

Colin Etnire

Head of ESG, BC Partners

Laura Fernandez

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

Kyle Flick

Director of ESG Methodology, Novata

Jennifer Flood

Sustainability, Head of North America, Investindustrial

Sylvain Forté

Co-founder & CEO, SESAMm

Sara Copp Franz

Managing Consultant, Biodiversity and Ecosystems, Ramboll

Beverly Gates

Executive Vice President and Chief Legal Officer, Monogram Foods

Jeff Gibbons

Chief Growth Officer, Bridge House Advisors

Lindsay Gibson

Vice President, Permira

Suha Gillani

Director of ESG & Impact Value Creation, ERM

Ariel Giumarelli

Partner, Kirkland & Ellis

Mark Golovcsenko

Principal, Advisory ESG, KPMG

Allison Gosselin

Director, Environmental Social and Governance, Graham Partners

Josh Green

COO and co-founder, Novata

Nandini Hampole

Principal, ESG & Responsible Investment, Bregal Investments

Adam Heltzer

Partner, Head of ESG, Ares Management

Josh Hesterman

Managing Director, KPMG

Samantha Hill

Managing Director, Head of Sustainability Integration, CPP Investments

Greer Howard

Vice President, ESG, Oaktree Capital Management

Rachel Hurley

Head of Sustainability, Paine Schwartz Partners

Joe Indvik

Principal, Ares

Catherine Isabelle

Senior Director, Responsible Investment, PSP Investments

Rodolfo Jaffe

Managing Consultant, Ecology and Biodiversity , Ramboll

Chandini Jain

Founder & CEO, Auquan

Angela Jhanji

Managing Director, EQT Partners

Matthew Johns

Principal, ESG , IH International Advisors

Beth Jones

Senior Managing Director – Risk & Investigations, FTI Consulting

Brett Juliano

Head of Sustainability, Strategic Resource Group, THL Partners

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Michael Kashani

Managing Director, Apollo Global Management

Matt Kaczmarek

Managing Director, Blackrock

Joshua Kriesberg

EDCI Member Engagement Lead, BCG

Deborah La Franchi

Founder & CEO, SDS Capital Group

Daryl Kennedy

Investor Relations and Sustainability Manager, Piva Capital

Julia Lamorelle

Senior Vice President, Malk Partners

Barrett Lawson

Director, Anthesis

Vincent Lecat

Head of Impact & ESG, Development Partners International LLP

Maria Liby-Troein

Associate Partner, Bain & Company

James Mackey

Managing Director, Climate Investment

Irina Markina

Managing Director, Chief Decarbonization Officer, Ara Partners

Neil Mandal

Director of Strategic Initiatives, Corbin Capital

Ashley McNamee

Managing Director, Revelstoke Capital Partners

Johnathan Medina

Head of Diversity, Equity, and Inclusion (DEI), Macquarie Asset Management (MAM)

Debra McCoy

Partner, Bain & Company

Tim Mohin

Partner and Director, BCG

Zack Montebell

Vice President, Green Bank of NY

Ben Morley

Partner and Associate Director, BCG

Johan Nordenson

ESG Operating Partner, Altamont Capital Partners

Denise Odaro

MD, Head of ESG & Sustainability, PAI Partners

Evelina Olago

Managing Director of Client & Strategy, Just Climate

Anthony Oni

Managing Partner, Energy Impact Partners (EIP)

Carletta Ooton

Head of ESG - Operating Partner, Apollo Global Management

Eimear Palmer

Partner, Global Head of ESG, Pantheon Ventures

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Nicole Peerless

Head of Global Business Engagement, Pulsora

William Pleasant

Sustainability Business Advisor, Bridge House Advisors

Jennifer Pryce

President and CEO, Calvert Impact

Gloria Radeff

Chief Administrative Officer and Head of Business Development, LibreMax

Leela Ramnath

Global Head of Sustainability Strategy, Warburg Pincus

Mohammad Rasouli

AI expert for Investment, Stanford University

Seth Reynolds

Partner/Principal, EY-Parthenon, Ernst & Young LLP

Di Rifai

Chair, Creating Future Us

Lindsay Rosenstein

Principal and Head of ESG, Crestview Partners

Abrielle Rosenthal

Chief Sustainability Officer, TowerBrook

Avantika Saisekar

Managing Director of Sustainable Investing, Wafra Inc.

Gayatri Sarkar

Founder and CEO, Advaita Capital

Jakob Schenker

Director, ESG and Climate Advisory Practice, KPMG

Snehal Shah

Reporter, New Private Markets, PEI Media

Sheryl Schwartz

Co Founder and Chief Investment Officer of Alti

Fran Seegull

President, U.S. Impact Investing Alliance

Julian Seelan

Managing Director, ESG Strategy & Product Development

Rajith Sebastian

Head of ESG and Sustainable Investing, New York State Insurance Fund

Shannon Selden

Partner, Debevoise & Plimpton

Snehal Shah

Reporter, New Private Markets, PEI Group

Valerie Shen

Partner and Chief Operating Officer, G2 Venture Partners

Daniel Silverberg

Managing Director, Capstone

Tara Mei Smith

ESG Integration Officer for the Bureau of Asset Management, Office of NYC Comptroller

Ulysses Smith

ESG Senior Advisor, Debevoise & Plimpton

Bruce B. Simpson

GP, Agetech Capital

Pete Stavros

Partner, Co-Head of Global Private Equity, KKR

Chavon Sutton

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

Roy Swan

Director, Mission Investments, Ford Foundation

Katherine Treuer

Principal, Generate Capital

Ercan Ucak

Vice President, Cerberus Capital Management

Heleen van Poecke

Co-founder and CEO, KEY ESG

Nathalie Viens

Managing Director and Head of Asset Management – Private Infrastructure, CBRE Investment Management

Walter Viguilouk

Managing Director, Sustainable Investing, Private Markets , Manulife Investment Management

Aditya Vikram

Head of Private Equity, UNPRI

Marianne Voss

Managing Director and Chief ESG Officer, Webster Equity Partners

Lexi Wachter

Vice President ESG, General Atlantic

Tensie Whelan

Professor, Director, NYU Stern Center for Sustainable Business

Luke Wilcox

Partner and Head of ESG Data and Analytics, ACA Group

Dan Winters

Senior Director, Strategic Initiatives, GRESB

Tricia Winton

Partner and Global Head of ESG, Bain Capital

Amanda Wirth

Senior Alternative Investments Specialist , Mercer

Chase Wisnowski

Head of Multi-Strategy, SVP, Malk Partners

David Wynn

Director, Product Marketing – Sustainability, Cority

Serge Younes

Head of Sustainability, Investindustrial

Abdulla Zaid

Vice President, Private Capital Research, MSCI

Network with the US responsible investment industry

In its 8th year, the forum is a firmly established event in the industry’s calendar. Join 300+ attendees this February to connect with institutional investors, fund managers, specialist responsible investment and impact managers, and the wider ESG community for two days of learning and networking. This is a must-attend event for those with an interest in ESG in private markets.

Download the 2024 attendee list

The in-person networking experience

Meet investors with a focus on ESG

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

 

Network in-person once again

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

Build new connections at the forum

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

Testimonials from attendees

I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It was gr…

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

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It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. Th…

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Institutional Investors at the Responsible Investment Forum: New York 2024

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 investors 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.

Investors at Responsible Investment Forum: New York 2024

The forum provides investors and fund managers the perfect opportunity to meet up and discuss the latest developments in sustainable finance. 

Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass for your or your team today.

View the investor prospectus

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.

Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

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