Effectively integrating ESG to create sustainable value

The Responsible Investment Forum returns for its sixth year to bring together the most sophisticated institutional investors, fund managers, consultants and highly recognized associations to discuss why, when, and how your firm should be implementing an effective ESG strategy.

ESG issues are at the heart of all PEI’s editorial coverage, with our reporters consistently following and scrutinizing the ways in which managers in the US are adopting responsible investment practices and what LPs are looking for as they consider investing in private equity. PEI, partnering with the Principles for Responsible Investment (PRI), continues to prove itself as a thought-leader in this area, and is at the forefront of covering the growth of ESG in North American private equity.

Topics include:

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

Co-Host:

Leading the way in responsible investment practices

Connect with
investors

Understand how LPs are benchmarking corporate governance and how it impacts the manager selection process.

Hear from corporate
governance leaders

Learn how to manage and monitor an ESG policy that aligns with your primary responsibility of delivering returns to investors.

Join the
discussion

Get involved in a community dedicated to creating more sustainable value, brought together over the past seven years by PEI and UN PRI.

Testimonials

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

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

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“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. T…

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Day 1 Day 2
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Agenda

Day 1 - Wednesday 2nd

Welcome registration and opening remarks
08:00 - 08:50

Registration and welcome breakfast

08:50 - 09:00

PEI welcome

Seth Kerker, Director of Events (America), PEI Media

09:00 - 09:15

Chairman’s opening remarks

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

Plenary sessions
09:15 - 09:45

Opening keynote

09:45 - 10:30

LP Expectations: Building a Better ESG Strategy

  • Investors on a range of questions relating to their expectations from managers on ESG frameworks, data, culture, DEI, and other matters.
  • Top questions during fundraising such as understanding a firm’s ability to identify and manage material ESG-related risk and use ESG factors to create value.
10:30 - 11:15

Impact Investing for the Future

• Shift in millennial focus on Impact initiatives and why this sector is becoming increasingly in demand
• How impact investments are driving returns
• Companies mitigating risks to their finances to build sustainable portfolios.

Networking break
11:15 - 11:45

Networking break

Plenary mid-day sessions
11:45 - 12:30

Understanding the Pendulum: Regulation for ESG Compliance Considerations

  • Whether ESG fits with fiduciary duty
  • EU SFDR and how it impacts US GPs? Are the policy aims being achieved? (ideas)
  • SEC thinking about something similar – mandatory climate risk disclosure for corporates?
  • Other related regs in the US? E.g. California Supply Chain Transparency Act? How do these affect due diligence/monitoring, etc?
12:30 - 13:15

Falsifying Credentials – How to Identify a Greenwasher

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

Networking lunch
13:15 - 14:15

Afternoon networking lunch

Breakout afternoon session
14:15 - 15:00

TRACK A | ESG Linked Debt

14:15 - 15:00

TRACK B | DEI

Backing diverse businesses (ie. PE Investment strategies built around finding diverse-owned businesses): who’s doing it and how are they performing?

14:15 - 15:00

TRACK C | Building 2022: A Look at Tomorrow’s Infrastructure Market

  • A policy update on the Bipartisan Infrastructure Framework
  • The current state of the infrastructure market and detail the significant trends affecting the asset class and what to expect coming up in 2022.
15:00 - 15:45

TRACK A | Sustainability-linked loans at the portfolio level.

How widespread have these become? What are the challenges and opportunities?

15:00 - 15:45

TRACK B | DEI Data

What do LPs want and what are GPs providing?

15:00 - 03:45

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

  • attaching a monetary value to naturally occurring benefits such as carbon capture, water quality, clean air, and biodiversity.
  • Rewards action to limit adverse effects of greenhouse gases and helps attract further investors.
Networking break
15:45 - 16:15

Networking afternoon break

Plenary closing sessions
16:15 - 16:35

A Case Study

16:35 - 17:10

Closing Keynote Address

End of day one
17:10 - 17:30

LAVCA Awards

17:30 - 18:30

Cocktail reception

Agenda

Day 2 - Thursday 3rd

Welcome remarks & LP think tanks
08:00 - 09:00

LP think tank breakfast (Invitation Only)

Aditi Mohapatra
A speaker photo for Aditi  Mohapatra

Aditi Mohapatra

Managing Director, BSR

Read bio
08:00 - 09:00

Registration & welcome breakfast

Speaker:
Seth Kerker, Director of Events – Americas, PEI

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

Chairperson Welcome

09:10 - 09:40

Opening Keynote Address

Keynote speaker:
Tricia Winton, Bain Capital

09:40 - 10:25

The Next Frontier: Tying Incentives to ESG Metrics

  • GP’s need to meet certain thresholds to receive carried interest, so how are ESG metrics playing a factor in their overall fund returns? What are the profit incentives?
  • For LPs, how do they incentivize GPs to invest along ESG principles?
  • Is carried interest the only incentive option for firms moving forward? Will we see other vehicles?
  • How to incentivize and reward portfolio company employees under PE ownership – those below C-Suite who typically do very well out of ESOP’s?
10:25 - 11:15

Playing Fair in Tax Planning: Avoiding the Easy Loopholes

  • The debate around a jurisdiction’s effective tax rate; base erosion and profit-sharing standards; and the approach of investment partners.
  • Tax planning as key focus as part of an approach to building good governance within a portfolio
Networking break
11:15 - 11:45

Morning networking break

Morning breakout series
11:45 - 12:30

Working Group A | Science Based Targets

Providing companies with a scientific pathway to future-proof growth by specifying how much and how quickly they need to reduce their greenhouse gas emissions.

11:45 - 12:30

Working Group B | Climate Change

  • Managers are finding opportunities in funding solution-based technologies.
  • Climate solutions and related technologies are high growth sectors of the economy that can provide opportunities for endowments to make equity investments that seek returns associated with their goals
11:45 - 12:30

Working Group C | Real Estate Affordable Housing Piece Real Estate Developers, GPs

  • Given the extreme shortage of affordable housing, there is an opportunity for positive impacts in this sector that could show significant returns.
  • Many occupants of current affordable housing programs tend to be long-term tenants which provides solid cash flow.
  • Low supply combined with huge demand creates a real estate investment portfolio that has a high net operating income and produces a solid return on investment.
Plenary afternoon sessions
12:30 - 13:15

Data Convergence: Building A Framework for the Future

  • Creating a culture around reporting and data and using aggregated data as a benchmark for other firms
  • Strides were taken by the ESG Data Convergence Project
  • What it means to be a PRI signatory and the future of their principles
  • Preparing for SEC examinations and ensuring accurate data is presented
  • Investors requiring more consistent reporting of ESG metrics
  • The evolution of non-profit and for-profit companies working tandem to find data-sharing initiatives
  • Databases of aggregated benchmark data
13:15 - 14:00

Plotting Net Zero and Your Portfolio

  • Mounting pressure for both GPs & LPs to understand their carbon footprints and plot sustainable paths to carbon neutrality. How are different organizations handling it?
  • How do investors handle potential contradicting segments of businesses that are pushing to go carbon neutral, but may still have a foot in areas such as coal emissions?
  • How do we determine what constitutes a nets zero-emission portfolio?
14:00 - 14:00

Networking lunch and conclusion of conference

2022 Sponsors

The Responsible Investment Forum New York offers a unique opportunity for organizations to raise their profile by meeting with the largest gathering of investors, fund managers and organizations shaping the future of ESG in private equity.

For exclusive sponsorship packages,
contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.

Pre-Event Resources