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.

Connect with responsible investment professionals

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

Testimonials

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

Read full testimonial

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

Read full testimonial

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

Read full testimonial

Conference venue

Convene

117 W 46th St, New York, NY 10036

All conference sessions will take place at Convene.

Connect with global investors focused on the future of the market

Position your brand at events focused on the future of private markets. Host workshops, networking sessions and roundtables to meet your business goals with senior professionals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

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

Download the 2023 agenda

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

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

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

Download the agenda

Day 1 Day 2
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Agenda

Day 1 - Wednesday 1st

Welcome registration and opening remarks
08:00 - 09:00

Women’s Networking Breakfast

09:00 - 09:05

PEI Welcome

Erin Wolfe

Erin Wolfe, Senior Conference Producer, PEI Media

A speaker photo for Erin Wolfe

Erin Wolfe

Senior Conference Producer, PEI Media

Read bio
09:05 - 09:10

Chair’s Remarks

Peter Dunbar

Speaker:
Peter Dunbar,
Head of Private Equity, UNPRI

A speaker photo for Peter Dunbar

Peter Dunbar

Head of Private Equity, UNPRI

Read bio
Plenary sessions
09:10 - 09:40

Opening keynote

09:40 - 10:20

Solidifying Your ESG Strategy

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

Speaker:
Ritika Chandra, Head of ESG and Senior Vice President, Strategic Resource Group, TA
Associates
Allison Spector, Head of ESG, One Rock Capital Partners
Lindsay Rosenstein, Vice President and Head of ESG, Crestview

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   Rosenstein

Lindsay Rosenstein

Vice President and Head of ESG, Crestview Partners

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A speaker photo for Allison Spector

Allison Spector

Head of ESG, One Rock Capital Partners

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10:20 - 11:00

27 Years to Net Zero, Are We on Track?

  • 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.
  • Practical tips to put a plan into action, NOW
Networking break
11:00 - 11:30

Networking break

Plenary mid-day sessions
11:30 - 12:10

Making ESG Data Work for You

Max Hong, Heidi DuBois, Morgan Sheil
  • 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:
Max Hong, Chief Executive Officer, Malk Partners

Panelists:
Heidi DuBois, Global Head of ESG, AEA Investors
Morgan Sheil, AVP Impact & Sustainability, Energy Impact Partners

 

 

A speaker photo for Max Hong

Max Hong

Chief Executive Officer, Malk Partners

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A speaker photo for Heidi DuBois

Heidi DuBois

Global Head of ESG, AEA Investors

Read bio
A speaker photo for Morgan Sheil

Morgan Sheil

Associate Vice President, Impact and Sustainability, Energy Impact Partners

Read bio
12:10 - 12:50

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

Rob Esposito, Senior ESG Counsel, Apollo Global Management

12:50 - 13:30

Digital Infrastructure & 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.
Lunch
13:30 - 14:30

Lunch

Breakout afternoon session
02:30 - 15:10

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.
14:30 - 15:10

Track B – CASE STUDY: Practical steps to expanding your net-zero program

14:30 - 15:10

Track C – Working Session - TBD

14:30 - 15:10

Track D – ESG Integration in Private Debt

Kristina Matthews
  • 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.

Speaker:
Kristina Matthews, Head of Investor Relations & ESG, Brightwood Capital Advisors

A speaker photo for Kristina Matthews

Kristina Matthews

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

Read bio
15:10 - 15:40

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
15:10 - 15:40

Track B – CASE STUDY: Data understanding and retention for better ESG programs

15:10 - 15:40

Track C – Working Session - TBD

15:10 - 15:40

Track D – 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 investments
Networking break
15:40 - 16:10

Networking Break

Plenary closing sessions
16:10 - 16:50

Track A – Building Ethical and Impactful Supply Chains for Better Returns

  • Deeper understanding of supply chains as they pertain to eco-system and human rights considerations.
  • Navigating conflict zones and risk mitigation strategies for investors in these territories.
  • Understanding of enforcement for business done in unsanctioned regions internationally.
16:10 - 16:50

Track B – CASE STUDY -TBD

 

 

16:10 - 16:50

Track C – Working Session - TBD

16:10 - 16:50

Track D – The U.S. Real Estate Market: Opportunities for Returns

  • Deep dive into the current state of the housing market after months of inflation and increased interest rates.
  • Capitalizing on strong cash flows of those in affordable housing programs.
  • The potential to create a real estate investment portfolio that has a high net operating income and produces solid returns on investment.
16:50 - 17:30

Track A – IMPACT - TBD

16:50 - 17:30

Track B – CASE STUDY -TBD

16:50 - 17:30

Track C – Working Session - TBD

16:50 - 17:30

Track D - Venture

End of day one
17:30 - 19:00

Networking Reception

Agenda

Day 2 - Thursday 2nd

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

LP Think Tank Breakfast in partnership with ILPA

Matt Schey

Speaker:
Matt Schey, Senior Director, Sustainable Investing & Strategic Projects, ILPA

A speaker photo for Matt Schey

Matt Schey

Senior Director, Sustainable Investing & Strategic Projects, ILPA

Read bio
08:00 - 09:00

GP Think Tank Breakfast

09:00 - 09:05

Chair’s Remarks

Peter Dunbar

Peter Dunbar, Head of Private Equity, UNPRI

A speaker photo for Peter Dunbar

Peter Dunbar

Head of Private Equity, UNPRI

Read bio
09:05 - 09:35

Opening Keynote

09:35 - 10:15

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.?
Networking break
10:15 - 10:45

Networking break

Morning breakout series
10:45 - 11:25

Rising Importance of Standardized ESG Metrics and Frameworks

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

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

A speaker photo for Jeffrey Cohen

Jeffrey Cohen

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

Read bio
A speaker photo for Ashley  McNamee

Ashley McNamee

Director of ESG, Revelstoke Capital Partners

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A speaker photo for Sanaz  Raczynski

Sanaz Raczynski

Head of Sustainability / ESG, Kohlberg and Company

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11:25 - 12:05

Investing in the Next Generation

Tynesia Boyea-Robinson
  • Opportunities for partnerships and investments led by the private equity sector.
  • Where are the next investment opportunities and who is ready to invest?
  • How do we leverage millennial and gen z investors to push forward sustainability initiatives?
  • Increased focus on investments that combat civil rights, antiwar, and environmental movements.

Panelist:
Tynesia Boyea-Robinson, President, and CEO, CapEQ

A speaker photo for Tynesia  Boyea-Robinson

Tynesia Boyea-Robinson

Operating Advisor, Jacmel Growth Partners

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12:05 - 12:45

Recognizing Greenwashing in Private Markets

Jennifer Wildroudt
  • 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

Speakers:
Jennifer Wildroudt, Vice President of ESG, Sun Capital Partners

A speaker photo for Jennifer Wildroudt

Jennifer Wildroudt

Vice President of ESG, Sun Capital Partners

Read bio
End of Conference and Lunch
12:45 - 13:45

Lunch

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

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

Speakers for 2023 include:

Tynesia Boyea-Robinson

Operating Advisor, Jacmel Growth Partners

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

Rob Celin

Chief of Staff and Director of ESG, Tilia Holdings

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

Ritika Chandra

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

Ritika Chandra is the Head of ESG for TA Associates, and a member of TA’s Strategic Resource Group. As Head of ESG, Ritika is responsible for deepening ESG integration across TA’s investment process and partnering with management teams to identify an… Read full bio

Jeffrey Cohen

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

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

Heidi DuBois

Global Head of ESG, AEA Investors

Heidi is the Global Head of Environmental, Social and Governance (“ESG”) at AEA. In her role, Heidi oversees the creation and implementation of ESG policies and procedures across AEA’s portfolio companies as well as at the management company level. B… Read full bio

Peter Dunbar

Head of Private Equity, UNPRI

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

Colin Etnire

Head of ESG, BC Partners

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

Max Hong

Chief Executive Officer, Malk Partners

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

Ashley McNamee

Director of ESG, Revelstoke Capital Partners

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

Kristina Matthews

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

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

Sanaz Raczynski

Head of Sustainability / ESG, Kohlberg and Company

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

Lindsay Rosenstein

Vice President and Head of ESG, Crestview Partners

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

Avantika Saisekar

Director of ESG, Wafra Inc.

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

Matt Schey

Senior Director, Sustainable Investing & Strategic Projects, ILPA

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

Morgan Sheil

Associate Vice President, Impact and Sustainability, Energy Impact Partners

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

Bruce Simpson

Senior Advisor ESG, McKinsey

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

Allison Spector

Head of ESG, One Rock Capital Partners

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

Marianne Voss

Chief ESG Officer, Webster Equity Partners

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

Network with the US responsible investment industry

In its 7th year, the forum is a firmly established event in the industry’s calendar. Join 300+ attendees this March to connect with institutional investors, fund managers, specialist responsible investment and impact managers, and the wider ESG community for two days of learning and networking. This is a must-attend event for those with an interest in ESG in private markets.

Download the past attendee list

The in-person networking experience

Meet investors with a focus on ESG

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

 

Network in-person once again

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

Build new connections at the forum

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

Testimonials from attendees

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

Read full testimonial

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

Read full testimonial

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

Read full testimonial