Effectively integrating ESG to create sustainable value

The Responsible Investment Forum returns for its fifth year as a virtual event 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.

Discussion topics:

  • Delivering social and environmental impact in the healthcare sector
  • Good sustainability reporting
  • Responsible investing for real estate investors
  • ESG in private debt
  • Sustainable infrastructure investing
  • Clean, renewable & sustainable energy
  • Emerging opportunities in impact investing
  • Environmental justice
  • View the full agenda

Co-Host:

Download the latest digital brochure to preview this year’s virtual forum. The virtual guide includes:

  • Keynote speaker lineup

  • Preliminary attendee list

  • Agenda highlights

  • Networking opportunities

Bringing together the LPs, GPs and associations 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.

Explore the virtual experience

Platform highlights:

  • Profile customization 
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to “My Agenda”
  • Want to meet list
  • 1-on-1 networking meeting tools
  • Interactive panel sessions with Q&A and discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 6 months

2021 Keynote speakers

View all speakers
View all speakers

2020 Event 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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As we navigate the current global health crisis, we continue to offer the private equity community a Forum to engage, learn, and network. The Responsible Investment Forum New York will deliver the same first class dynamic content and peer networking opportunities through our virtual platform.

Join us on March 3-4, 2021 for a virtual experience as we bring together the most sophisticated LPs, GPs and associations to discuss why, when, and how your firm should be implementing an effective ESG strategy.

Explore the virtual experience

1-on-1 networking

Utilize the virtual meeting tools to schedule private face to face video meetings with institutional investors and fund managers

High quality content

Hear impactful discussions and keynote presentations and participate in interactive Q&A’s with speakers

A customized experience

Tailor your virtual experience by customizing your personal profile and agenda

On-demand access

Receive access to select sessions up to six months post-event anytime, anywhere

Virtual networking lounges

Visit sponsor networking lounges to meet privately with sponsors and to download sponsor resources

Early access to the platform

Access the platform two weeks prior to the event and begin networking with fellow event attendees and customizing your agenda/profile

Network and build key relationships

Network at any time throughout the two day virtual Responsible Investment Forum NY. Take advantage of our virtual meeting tools by sending a message or scheduling a face to face video meeting with Forum attendees.

  • Early access to the platform: Get a jumpstart on your virtual experience when the platform opens two weeks prior to the event (February 17th). Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
  • “Want to meet” list: Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face 25 minute video meeting will be scheduled and added to both attendees’ personal agendas.
  • Search, send, and schedule features: Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc.

Participate in live and interactive discussions

Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats that include invitation only think-tankssector focused breakout sessions and keynote fireside chats with industry leaders.

Platform highlights:

  • Live panel discussions with live audience Q&A
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
  • Networking meeting tools
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 6 months

Meet with globally recognized service providers, fund managers, and associations

Learn more about our event sponsors and partners in the virtual networking lounge. The virtual networking rooms can be accessed at anytime and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available

 

The virtual Responsible Investment Forum New York will connect you with the leaders in the private equity community providing a place to engage, learn, and network.

Network at any time throughout the two day virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a 1-on-1 or group face to face video meeting with Forum attendees.

 

 

Ampfily your networking

Create a Want-to-Meet list

Two weeks leading up to the event, all attendees can add fellow attendees to your want to meet list. The auto scheduler meeting tool will match mutually interested attendees and setup a 1:1 video meeting.

Find the attendees you want to meet most by searching through criteria such as und type, sector focus, strategy, AUM, etc. You can prioritize your want to meet list based on who you want to meet most.

Search, send messages, and schedule meetings

Search attendee profiles, send fellow attendees a message, and schedule 1-on-1 or group meetings anytime during the conference. Meetings will take place as private, face to face video meetings.

Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc. Join your private meetings through your personalized agenda.

Network before and after the event

Begin filling out your profile and creating your personalized agenda 2 weeks prior to the event on February 17th.

Post event, receive access to select sessions and continue the conversation through the virtual platform for up to 12 months. Search and filter through the event attendees and send private messages.

2021 Preliminary agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 3rd

Welcome remarks & think tanks
09:00 - 09:55

LP think tank (invitation-only)

Matthew D. Schey
  • How have ESG-related diligence efforts evolved or transformed because of COVID-19? Are you evaluating managers differently?
  • Where is your organization looking to “do more” or “go deeper” with respect to ESG in 2021? Asked a different way: What’s next on your ESG roadmap?
  • Where do you see opportunities for standardization or further clarification of best practice? What KPI’s / metrics are you collecting and reporting on at the PE portfolio level?

Facilitator:
Matthew D. Schey, Senior Director, Strategic Projects, Institutional Limited Partners Association (ILPA)

A speaker photo for Matthew D. Schey

Matthew D. Schey

Senior Director, Strategic Projects, Institutional Limited Partners Association (ILPA)

Read bio
09:00 - 09:55

GP think tank (Invitation-only)

Alan Kao
  • How detailed should an ESG policy be?
  • How do you use your policy to drive ESG integration across your portfolio?
  • Where have you had the most success driving ESG integration across your portfolio?
  • What tools are you using to monitor ESG performance across your portfolio?
  • What KPIs are you measuring?
  • Are you able to collect ESG data from all of your portfolio companies?
  • What ESG initiatives are your portfolio companies working on?
  • Are you committing to a net zero portfolio?
  • How are you measuring greenhouse gas emissions across your portfolio?
  • How detailed should an ESG report be?

Facilitator:
Alan Kao, Global Director, ESG Services, Ramboll

A speaker photo for Alan Kao

Alan Kao

Global Director, ESG Services, Ramboll

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09:55 - 10:10

PEI welcome & chairman’s opening remarks

Carol Jeppesen, CAIA

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

Chairwoman:
Carol Jeppesen, CAIA, Head of US, Principles for Responsible Investment (PRI)

A speaker photo for Carol  Jeppesen, CAIA

Carol Jeppesen, CAIA

Head of US, Principles for Responsible Investment (PRI)

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Plenary sessions
10:15 - 10:50

Opening keynote fireside chat

Jordan Stutts, Chavon Sutton

Moderator:
Jordan Stutts,
Senior Writer, Private Markets, PEI

Keynote Speaker:
Chavon Sutton
, Senior Investment Director, Sustainable & Impact Investing Research, Cambridge Associates

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

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A speaker photo for Chavon Sutton

Chavon Sutton

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

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11:00 - 11:40

Keynote CIO roundtable discussion

Angela Miller May

Moderator:
Jordan Stutts, Senior Writer for Private Markets, PEI

Keynote speaker:
Angela Miller-May,
Chief Investment Officer, Chicago Teachers’ Pension Fund

A speaker photo for Angela Miller May

Angela Miller May

Chief Investment Officer, Chicago Teachers' Pension Fund

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Networking break
11:40 - 12:00

Networking break

Plenary afternoon sessions
12:05 - 12:55

Delivering social impact in the healthcare sector

Molly Smith, Jim Pieri, Chanie Rubin, Eli Rubin, Jon Samuels
  • In the wake of the coronavirus crisis, what do you consider to be the greatest ESG challenge facing the healthcare sector today?
  • What are your LPs and other stakeholders asking for in the case of funds dedicated to healthcare?
  • Emerging opportunities in healthcare
  • Impact investing in healthcare and measuring impact

Moderator:
Molly Smith,
Environmental, Social, and Governance Consultant, Bridge House Advisors

Panelists:
Jim Pieri
, Managing Partner, Chief Investment Officer, Assured Healthcare Partners
Chanie Rubin, Chief Quality Officer, Proud Moments Behavioral Health
Eli Rubin, Chief Executive Officer, Proud Moments Behavioral Health
Jon Samuels, Partner, Impact & Policy, Vistria

A speaker photo for Molly Smith

Molly Smith

Environmental, Social, and Governance Consultant, Bridge House Advisors

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A speaker photo for Jim Pieri

Jim Pieri

Managing Partner, Chief Investment Officer, Assured Healthcare Partners

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A speaker photo for Chanie Rubin

Chanie Rubin

Chief Quality Officer, Proud Moments Behavioral Health

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A speaker photo for Eli Rubin

Eli Rubin

Chief Executive Officer, Proud Moments Behavioral Health

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A speaker photo for Jon Samuels

Jon Samuels

Partner, Impact and Policy, Vistria

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13:00 - 13:50

Good sustainability reporting

Sarah Corrigan, Lee Gardella, Matthew Hershenson, Keren Raz, Candice Richards

How you can improve sustainability reporting and disclosure on Environmental, Social, and Governance issues in an evolving landscape.

  • Defining your reporting objective and key audiences
  • Considering crucial success factors when developing your report
  • Gaining value from the reporting process
  • Demonstrating improvement in your disclosures over time

Moderator:
Sarah Corrigan, Principal Consultant, ERM

Panelists:
Lee Gardella
, Head of Investment Risk & Monitoring, Schroders
Matthew Hershenson
, Head of Investor Relations, Paine Schwartz Partners
Keren Raz
, Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management
Candice Richards, Compliance Officer, MidOcean Partners

A speaker photo for Sarah Corrigan

Sarah Corrigan

Principal Consultant, ERM

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A speaker photo for Lee Gardella

Lee Gardella

Head of Investment Risk & Monitoring, Schroders

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A speaker photo for Matthew Hershenson

Matthew Hershenson

Head of Investor Relations, Paine Schwartz Partners

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A speaker photo for Keren Raz

Keren Raz

Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management

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A speaker photo for Candice Richards

Candice Richards

Compliance Officer, MidOcean Partners

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Networking break
13:50 - 14:05

Afternoon networking break

Plenary session
14:10 - 14:45

Spotlight discussion: impact investing with Apollo Global Management

Dan Mistler, Marc Becker, Lisa Hall, Joanna Reiss

Moderator:
Dan Mistler, Partner, Head of ESG Services, ACA Compliance

Panelists:
Marc Becker, Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management
Lisa Hall, Impact Chair, Private Equity, Apollo Global Management
Joanna Reiss, Partner and Co-lead of Impact, Private Equity, Apollo Global Management

A speaker photo for Dan  Mistler

Dan Mistler

Partner, Head of ESG Services, ACA Compliance

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A speaker photo for Marc Becker

Marc Becker

Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management

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A speaker photo for Lisa Hall

Lisa Hall

Impact Chair, Private Equity, Apollo Global Management

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A speaker photo for Joanna Reiss

Joanna Reiss

Partner and Co-lead of Impact, Private Equity, Apollo Global Management

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Breakout sessions
14:50 - 15:40

Track A | Responsible investing for real estate investors

Ada Arevalo, George Ashton, Martin Muoto, David Natt, Arturo Sneider

Moderator:
Ada Arevalo,
Founder & CEO, iimpact capital

Panelists:
George Ashton,
President, LISC Fund Management
Martin Muoto, Chief Executive Officer, SoLa Impact Fund
David Natt,
Senior Vice President Asset Manager, Avanath Capital Management
Arturo Sneider, Partner, Primestor

A speaker photo for Ada Arevalo

Ada Arevalo

Founder and CEO, iimpact capital

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A speaker photo for George Ashton

George Ashton

President, LISC Fund Management

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A speaker photo for Martin Muoto

Martin Muoto

Chief Executive Officer, SoLa Impact Fund

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A speaker photo for David Natt

David Natt

Senior Vice President Asset Manager, Avanath Capital Management

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A speaker photo for Arturo Sneider

Arturo Sneider

Partner, Primestor

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14:50 - 15:40

Track B | ESG in private debt

Chase Jordan, Adam Heltzer, Kristina Matthews, Jessica Thompson

A forward-looking conversation discussing sourcing/screening, monitoring/engagement and how debt and equity providers can collaborate on ESG during the due diligence process.

Moderator:
Chase Jordan, Vice President, Malk Partners

Panelists:
Adam Heltzer,
Head of ESG, Ares Management
Kristina Matthews, Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors
Jessica Thompson, Executive Director, Debt Investments, Deputy Head of North America Infrastructure Debt, IFM Investors

A speaker photo for Chase Jordan

Chase Jordan

Vice President, Malk Partners

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A speaker photo for Adam Heltzer

Adam Heltzer

Head of ESG, Ares Management

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A speaker photo for Kristina Matthews

Kristina Matthews

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

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A speaker photo for Jessica Thompson

Jessica Thompson

Executive Director, Debt Investments, Deputy Head of North America Infrastructure Debt, IFM Investors

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14:50 - 15:40

Track C | Sustainable infrastructure investing

Dan Winters, Andrew Kessler, Samuel J. Lissner, Jim Pass, Cassie Winn
  • Laying the foundations for sustainable infrastructure investing
  • Sustainable and inclusive recovery
  • How can infra investors contribute to SDG outcomes?

Moderator:
Dan Winters, 
Head of Americas, GRESB

Panelists:
Andrew Kessler,
Acting President, NY Green Bank
Samuel J. Lissner, Principal, Ridgewood Infrastructure
Jim Pass, Senior Managing Director, Guggenheim Partners
Cassie Winn, Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management

A speaker photo for Dan Winters

Dan Winters

Head of Americas, GRESB

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A speaker photo for Andrew Kessler

Andrew Kessler

Acting President, NY Green Bank

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A speaker photo for Samuel J. Lissner

Samuel J. Lissner

Principal, Ridgewood Infrastructure

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A speaker photo for Jim Pass

Jim Pass

Senior Managing Director, Guggenheim Partners

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A speaker photo for Cassie Winn

Cassie Winn

Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management

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Afternoon sessions
15:40 - 15:50

Networking break

Plenary sessions
15:55 - 16:30

Environmental, social, and governance integration

Robert Jenkins, Michael Cappucci, Amy O'Brien

Effectively incorporating ESG factors into the investment underwriting process.

Moderator:
Robert Jenkins, Global Head of Research, Refinitiv

Panelists:
Michael Cappucci, Managing Director for Compliance and Sustainable Investing, Harvard Management Company (HMC)
Amy O’Brien, Head of Responsible Investing, Nuveen
Mackenzie Turner, Director of Impact, Vistria

A speaker photo for Robert Jenkins

Robert Jenkins

Global Head of Research, Refinitiv

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A speaker photo for Michael Cappucci

Michael Cappucci

Managing Director for Compliance and Sustainable Investing, Harvard Management Company (HMC)

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A speaker photo for Amy O'Brien

Amy O'Brien

Head of Responsible Investing, Nuveen

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16:35 - 17:15

Keynote Fireside Chat: Transitioning to Net Zero

Toby Mitchenall, Connor Teskey

Focusing on companies that are carbon intensive and steering them on a path towards net zero.

Moderator:
Toby Mitchenall, Senior Editor, Private Equity, PEI

Keynote Speaker:
Connor Teskey, Managing Partner, CEO, Renewable Energy, Brookfield Asset Management

A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, Private Equity, PEI

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A speaker photo for Connor Teskey

Connor Teskey

Managing Partner, CEO, Renewable Energy, Brookfield Asset Management

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Agenda

Day 2 - Thursday 4th

Welcome remarks & women's roundtable
09:00 - 09:55

Women's roundtable

Aditi Mohapatra

How does investing with a gender lens impact our social and economic future?

Facilitator:
Aditi Mohapatra, Managing Director, BSR

A speaker photo for Aditi  Mohapatra

Aditi Mohapatra

Managing Director, BSR

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09:55 - 10:00

PEI welcome

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

Plenary sessions
10:00 - 10:35

Keynote leadership discussion

Jordan Stutts, Kip Kirkpatrick, Marty Nesbitt

Moderator:
Jordan Stutts, Senior Writer for Private Markets, PEI Media

Keynote Speakers:
Kip Kirkpatrick,
Senior Partner, Co-Chairman & Co-CEO, Vistria
Marty Nesbitt, Senior Partner, Co-Chairman & Co-CEO, Vistria

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

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A speaker photo for Kip Kirkpatrick

Kip Kirkpatrick

Senior Partner, Co-Chairman and Co-CEO, Vistria

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A speaker photo for Marty Nesbitt

Marty Nesbitt

Senior Partner, Co-Chairman and Co-CEO,Vistria

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10:40 - 11:30

Emerging opportunities in impact investing

Meg Lentz, Mark Berryman, Antonio Marquez, Megan Starr, Julia Wittlin, CFA, CAIA, FRM
  • Raising capital for impact
  • Understanding how to effectively measure and manage impact
  • Where in the market do you see the biggest potential opportunity – climate/carbon solutions, fintech/wealth inequality, education, healthcare, others?

Moderator:
Meg Lentz, Vice President, Malk Partners

Panelists:
Mark Berryman,
Managing Director, Impact Investing, Caprock
Antonio Marquez, Managing Partner & Founding Principal, Comunidad Partners
Megan Starr, Global Head of Impact, The Carlyle Group
Julia Wittlin, CFA, CAIA, FRM, Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

A speaker photo for Meg Lentz

Meg Lentz

Vice President, Malk Partners

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A speaker photo for Mark Berryman

Mark Berryman

Managing Director, Impact Investing, Caprock

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A speaker photo for Antonio Marquez

Antonio Marquez

Managing Partner and Founding Principal, Comunidad Partners

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A speaker photo for Megan 	 Starr

Megan Starr

Global Head of Impact, The Carlyle Group

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A speaker photo for Julia Wittlin, CFA, CAIA, FRM

Julia Wittlin, CFA, CAIA, FRM

Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

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Networking break
11:30 - 11:45

Morning networking break

Morning breakout series
11:50 - 12:40

Track A | Responsible agriculture investment strategies

Chris Janiec, Atish Babu, Jay Koh, Allison Spector
  • Identifying compelling investment opportunities through a thoughtful ESG lens
  • ESG integration
  • Ag climate challenges

Moderator:
Chris Janiec, Americas Editor, Agri Investor

Panelists:
Atish Babu,
Senior Vice President, Agriculture Capital
Jay Koh,
Managing Director, The Lightsmith Group
Allison L. Spector, Director of Responsible Investment, Real Assets and Private Markets, Nuveen

A speaker photo for Chris Janiec

Chris Janiec

America's Editor, Agri Investor

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A speaker photo for Atish Babu

Atish Babu

Senior Vice President, Agriculture Capital

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A speaker photo for Jay  Koh

Jay Koh

Managing Director, The Lightsmith Group

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A speaker photo for Allison Spector

Allison Spector

Director of Responsible Investment, Real Assets and Private Markets, Nuveen

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11:50 - 12:40

Track B | The impact of covid-19 on logistics and supply chain

Michael Rohwer, Deborah Albers, Dean Alborough, Sean Barr
  • Have we become too tight on logistics and supply chain?
  • Managing ESG risk in the supply chains of private companies and assets
  • The benefits of good ESG risk management in supply chains

Moderator:
Michael Rohwer, Director, Information and Communications Technology, BSR

Panelists:
Deborah Albers, Vice President, Responsible Business Alliance
Dean Alborough
, Head of ESG, Old Mutual Alternative Investments (OMAI)
Sean Barr, Regional Vice President, EcoVadis

Rowher, Michael BSR

Michael Rohwer

Director, Information and Communications Technology, BSR

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A speaker photo for Deborah Albers

Deborah Albers

Vice President, Responsible Business Alliance

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A speaker photo for Dean  Alborough

Dean Alborough

Head of ESG, Old Mutual Alternative Investments (OMAI)

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A speaker photo for Sean Barr

Sean Barr

Regional Vice President, EcoVadis

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11:50 - 12:40

Track C | ESG in Venture Capital

Peter Dunbar, Tracy Barba, Uli Grabenwarter, David Mott, Susan Winterberg

Moderator:
Peter Dunbar, Private Equity Senior Specialist, Principles for Responsible Investment (PRI)

Panelists:
Tracy Barba, Global Executive Director ESG and Investor Market Development, 500 Startups
Uli Grabenwarter, Deputy Director of Equity Investments, EIF (European Investment Fund)
David Mott,
Founding Partner, Oxford Capital
Susan Winterberg, Former Fellow, Technology and Public Purpose Project, Belfer Center, Harvard Kennedy School

A speaker photo for Peter Dunbar

Peter Dunbar

Private Equity Senior Specialist, Principles for Responsible Investment (PRI)

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A speaker photo for Tracy Barba

Tracy Barba

Global Executive Director ESG and Investor Market Development, 500 Startups

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A speaker photo for Uli Grabenwarter

Uli Grabenwarter

Deputy Director of Equity Investments, EIF (European Investment Fund)

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Mott, David Oxford Capital

David Mott

Founding Partner, Oxford Capital

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A speaker photo for Susan  Winterberg

Susan Winterberg

Former Fellow, Technology and Public Purpose Project, Belfer Center, Harvard Kennedy School

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Plenary sessions
12:45 - 13:35

Driving diversity for better results

Carmen Ortiz-McGhee, Khalida Ali, Sarah Bratton Hughes, Sanjiv Shah, Paul Yett

Diversity & inclusion are a business imperative.

Moderator:
Carmen Ortiz-McGhee, Chief Operating Officer, National Association of Investment Companies (NAIC)

Panelists:
Khalida Ali,
Director, Diversity & Inclusion, Vista Equity Partners
Sarah Bratton Hughes, Head of Sustainability, North America, Schroders
Sanjiv Shah
, Managing Director, Emerging & Diverse Managers Team, Harbourvest
Paul Yett, Head of ESG & Sustainability, Hamilton Lane

A speaker photo for Carmen Ortiz-McGhee

Carmen Ortiz-McGhee

Chief Operating Officer, National Association of Investment Companies (NAIC)

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A speaker photo for Khalida Ali

Khalida Ali

Director, Diversity & Inclusion, Vista Equity Partners

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A speaker photo for Sarah Bratton Hughes

Sarah Bratton Hughes

Head of Sustainability, North America, Schroders

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A speaker photo for Sanjiv  Shah

Sanjiv Shah

Managing Director, Emerging & Diverse Managers Team, Harbourvest

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A speaker photo for Paul Yett

Paul Yett

Head of ESG and Sustainability, Hamilton Lane

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13:40 - 14:30

Environmental justice

Brooke Dillon, Dr. Michael K. Dorsey, Tara Guelig, Andrew Rodriguez
  • Has ESG proven effective so far in making an impact? And is ESG saving the planet for everybody?
  • Combating climate change
  • Will the Biden administration boost inclusive sustainable investments?

Moderator:
Brooke Dillon, Senior Managing Consultant, Ramboll

Panelists:
Michael K. Dorsey,
CEO & Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar
Tara Guelig, Director of Sustainability and Impact, The Lightsmith Group
Andrew Rodriguez, 
CEO & Chief Investment Officer, Change Finance

A speaker photo for Brooke Dillon

Brooke Dillon

Senior Managing Consultant, Ramboll

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A speaker photo for Dr. Michael K.  Dorsey

Dr. Michael K. Dorsey

CEO and Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar

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Guelig Tara The Lightsmith Group

Tara Guelig

Director of Sustainability and Impact, The Lightsmith Group

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A speaker photo for Andrew  Rodriguez

Andrew Rodriguez

CEO and Chief Investment Officer, Change Finance

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14:30 - 14:45

Networking break

14:45 - 15:30

How to use impact and ESG data to drive value creation

Kirk Hourdajian, Bob Conlin, Erin Mulligan Nelson, Rick Needham

Moderator:
Kirk Hourdajian, Head of ESG & Impact, Vista Equity Partners

Panelists:
Bob Conlin, CEO, NAVEX 
Erin Mulligan Nelson,
CEO, Social Solutions
Rick Needham, Partner & Energy Sector Lead, The Rise Fund

 

Kirk Hourdajian Vista Equity Partners

Kirk Hourdajian

Head of ESG and Impact, Vista Equity Partner

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A speaker photo for Bob Conlin

Bob Conlin

CEO, NAVEX

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A speaker photo for Erin Mulligan Nelson

Erin Mulligan Nelson

CEO, Social Solutions

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A speaker photo for Rick Needham

Rick Needham

Partner, Energy Sector Lead, The Rise Fund

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15:30 - 15:40

Chairwoman's closing remarks

Carol Jeppesen, CAIA

Chairwoman:
Carol Jeppesen, CAIA, Head of US, Principles for Responsible Investment (PRI)

A speaker photo for Carol  Jeppesen, CAIA

Carol Jeppesen, CAIA

Head of US, Principles for Responsible Investment (PRI)

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2021 Speakers

Interested in speaking at the 2021 Forum?
Please contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.

Deborah Albers

Vice President, Responsible Business Alliance

Coming soon..

Dean Alborough

Head of ESG, Old Mutual Alternative Investments (OMAI)

Dean is the Head of ESG at Old Mutual Alternative Investments (OMAI), the largest private alternative investment manager in Africa with over R60 billion in assets under management. Dean is responsible for ensuring the implementation of all OMAI’s ESG… Read full bio

Khalida Ali

Director, Diversity & Inclusion, Vista Equity Partners

Khalida Ali joined Vista Equity Partners in 2019. Ms. Ali is responsible for developing and delivering the diversity and inclusion strategy and initiatives for Vista Equity Partners. Prior to joining Vista, Ms. Ali worked at Zendesk as Head of Divers… Read full bio

Ada Arevalo

Founder and CEO, iimpact capital

Ada Arevalo is the Founder and CEO of iimpact capital, a private equity real estate advisory and investment firm focused on creating equitable investment structures that provide opportunities for women and minority owned firms at the forefront of imp… Read full bio

George Ashton

President, LISC Fund Management

George Ashton is Managing Director of Strategic Investments with the Local Initiatives Support Corporation (LISC) and President of LISC Fund Management, LLC (LFM). George leads LISC and LFM’s mission driven real estate and private equity funds, commu… Read full bio

Atish Babu

Senior Vice President, Agriculture Capital

Atish is part of the product development team, and is chartered with Agriculture Capital’s continued development of fund strategies in the sustainable agriculture sector. Prior to joining Agriculture Capital, Atish was a founding partner at Omnivore… Read full bio

Tracy Barba

Global Executive Director ESG and Investor Market Development, 500 Startups

Tracy Barba has more than 15 years of experience leading social and environmental initiatives for private equity and venture capital firms, family offices, and investor networks. She is currently the Head of ESG at 500 Startups, one of the most activ… Read full bio

Sean Barr

Regional Vice President, EcoVadis

Sean's career has spanned numerous industries at the intersection of sustainability and technology. In his present role at EcoVadis, he is responsible for sustainable procurement and supply chain solutions for strategic sectors in the US including fi… Read full bio

Marc Becker

Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management

Mr. Becker is a 24-year veteran of Apollo and has previously overseen the Firm’s private equity efforts in the business services, transportation & logistics, financial services, payments, real estate services, homebuilders, and building products… Read full bio

Mark Berryman

Managing Director, Impact Investing, Caprock

Mark Berryman is a Managing Director of Impact and Sustainable Investing at Caprock. Mark leads Caprock’s impact and sustainable investment portfolio and supports the management of impact-focused foundation clients. Mark has 20 years of experience in… Read full bio

Michael Cappucci

Managing Director for Compliance and Sustainable Investing, Harvard Management Company (HMC)

Michael Cappucci is a Managing Director for Compliance and Sustainable Investing at Harvard Management Company (HMC). He joined HMC in 2012. Michael helps to manage HMC’s sustainable investment program, where he focuses on integrating ESG factors in… Read full bio

Bob Conlin

CEO, NAVEX

As President and CEO of NAVEX Global, Bob leads the executive team and serves as a member of the board of directors. He leverages more than 25 years of senior management experience in operations, sales, marketing, product management and business deve… Read full bio

Sarah Corrigan

Principal Consultant, ERM

Sarah Corrigan is a Principal Consultant for ERM, and leads client projects for ESG integration, policy development, due diligence, benchmarking, and reporting. Her work with private equity and credit firms has included developing pre-investment ESG… Read full bio

Brooke Dillon

Senior Managing Consultant, Ramboll

Brooke Dillon is a Senior Managing Consultant at Ramboll, where she supports a variety of financial and corporate sector clients in the areas of ESG due diligence, policy development, program implementation, carbon management and reporting. Her recen… Read full bio

Dr. Michael K. Dorsey

CEO and Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar

Dr. Michael K. Dorsey is a recognized expert on global energy, environment, finance and sustainability matters. In 1997, in Glasgow, Scotland, Dorsey was bestowed Rotary International’s highest honor, The Paul Harris Medal for Distinguished Service t… Read full bio

Peter Dunbar

Private Equity Senior Specialist, Principles for Responsible Investment (PRI)

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

Lee Gardella

Head of Investment Risk & Monitoring, Schroders

Lee Gardella is the head of Schroder Adveq's US office and leads the Firm’s Risk Management efforts. He represents Risk Management in meetings of the Investment Committee. Before joining Adveq in 2007, Lee was a Managing Director leading the Private… Read full bio

Uli Grabenwarter

Deputy Director of Equity Investments, EIF (European Investment Fund)

Uli Grabenwarter, is Deputy Director - Equity Investments at European Investment Fund (EIF). In this capacity he oversees EIF’s activities in Venture Capital, Impact Investing, and Technology Transfer, with EIF being Europe’s biggest Fund-of-Funds In… Read full bio
Guelig Tara The Lightsmith Group

Tara Guelig

Director of Sustainability and Impact, The Lightsmith Group

Tara Guelig is The Lightsmith Group’s Director of Sustainability & Impact. She designed the firm’s approach to measuring impact and ensures that ESG issues are considered at all stages of the investment process. Previously, Ms. Guelig spent 15 ye… Read full bio

Lisa Hall

Impact Chair, Private Equity, Apollo Global Management

Ms. Hall joined Apollo in 2020 as part of the Private Equity team and is responsible for elements of the firm's new impact investing platform, including serving as Chair of the Advisory Committee for the impact investing business. Prior to that time,… Read full bio

Adam Heltzer

Head of ESG, Ares Management

Mr. Heltzer is a Managing Director and the Global Head of ESG leading the Firm's environmental, social and governance efforts, including ESG integration across the investment platform. Prior to joining Ares in 2020, Mr. Heltzer was the Head of ESG an… Read full bio

Matthew Hershenson

Head of Investor Relations, Paine Schwartz Partners

Matthew Hershenson is Head of Investor Relations at Paine Schwartz Partners. Mr. Hershenson joined Paine Schwartz Partners in 2017. He was formerly a principal and founding member of Mercury Capital Advisors, a global private placement firm specializ… Read full bio
Kirk Hourdajian Vista Equity Partners

Kirk Hourdajian

Head of ESG and Impact, Vista Equity Partner

Kirk joined Vista Equity Partners in 2020. He oversees Vista’s Environmental, Social and Governance (ESG) program, working with portfolio companies and deal teams to drive value creation initiatives that improve the environment, society and business.… Read full bio

Sarah Bratton Hughes

Head of Sustainability, North America, Schroders

Sarah Bratton Hughes is the Head of Sustainability, North America. Her responsibilities include leading the sustainability strategy and ESG integration in North America. She joined Schroders in 2011 and is based in New York. Previously, Sarah was an… Read full bio

Chris Janiec

America's Editor, Agri Investor

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

Robert Jenkins

Global Head of Research, Refinitiv

Bob has over 25 years experience in the Financial Services and Asset Management industries having served in numerous executive and investment management roles at Fidelity Investments in addition to time spent as a strategy consultant in the Asset Man… Read full bio

Carol Jeppesen, CAIA

Head of US, Principles for Responsible Investment (PRI)

Carol Jeppesen is Head of the US for the UN supported Principles for Responsible Investment (PRI) and is responsible for PRI’s largest institutional investor market. The term “ESG investing” was coined in conjunction with PRI’s formation in 2006 and… Read full bio

Chase Jordan

Vice President, Malk Partners

Chase Jordan is a Vice President in Malk’s ESG transactional advisory practice where he has led or assisted on over 250 platform transactions primarily in the professional services, healthcare, and technology industries. Chase also leads Malk’s Priva… Read full bio

Alan Kao

Global Director, ESG Services, Ramboll

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

Kip Kirkpatrick

Senior Partner, Co-Chairman and Co-CEO, Vistria

Kip Kirkpatrick is a founding partner and Co-Chief Executive Officer of Vistria, LLC, a private investment firm focused on building market-leading companies in the healthcare, education and financial services industries. Prior to Vistria, Mr. Kirkpat… Read full bio

Jay Koh

Managing Director, The Lightsmith Group

Jay L. Koh is Founder & Managing Director of The Lightsmith Group. The Lightsmith Group is a global investment platform focused on generating superior returns aligned with sustainable principles. Lightsmith is the sponsor of the (CRAFT) concept,… Read full bio

Meg Lentz

Vice President, Malk Partners

Meg Lentz is a Vice President who works with both traditional investors and dedicated impact investors on ESG and Impact management engagements. Meg has worked with dozens of firms to develop right-sized ESG policies and procedures and has assisted w… Read full bio

Samuel J. Lissner

Principal, Ridgewood Infrastructure

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

Antonio Marquez

Managing Partner and Founding Principal, Comunidad Partners

Mr. Marquez is responsible for strategic planning, capital raising efforts, and is Chairman of the firm’s Investment Committee. He is involved in business plan formation on new acquisitions, value-add strategy implementation, and cultural strategic e… Read full bio

Kristina Matthews

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

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

Angela Miller May

Chief Investment Officer, Chicago Teachers' Pension Fund

Angela Miller-May, Chief Investment Officer, Chicago Teachers' Pension Fund, manages and directs the operations of the Fund's investment portfolio, providing ongoing performance evaluation and due diligence. Under her leadership, she has increased th… Read full bio

Dan Mistler

Partner, Head of ESG Services, ACA Compliance

Dan Mistler is an Environmental, Social, and Governance (ESG) service leader and partner at ACA. In this role, he builds ESG programs for private markets investors, hedge funds, and diversified financial services firms. He helps entrepreneurs raise f… Read full bio

Toby Mitchenall

Senior Editor, Private Equity, PEI

Toby Mitchenall is Senior Editor, ESG and Sustainability at PEI. He is the editor of the soon-to-launch New Private Markets, a publication serving sustainable investors in private markets, rom ESG to impact. Toby was previously responsible for PEI’s… Read full bio

Aditi Mohapatra

Managing Director, BSR

Aditi works with BSR members across sectors to help them improve and advance their sustainability strategies. She leads BSR’s global portfolio of work on women’s empowerment across consulting, collaboration, and research. Aditi joined BSR after sever… Read full bio
Mott, David Oxford Capital

David Mott

Founding Partner, Oxford Capital

David is the Founder Partner at Oxford Capital, an alternative investment manager established in 1999, and is passionate about investing in and building businesses. David is Chairman of the BVCA Venture Capital Committee and aims to promote the long-… Read full bio

Martin Muoto

Chief Executive Officer, SoLa Impact Fund

Martin Muoto is the CEO and Managing Partner of the SoLa Impact funds and the Black Impact Fund. In Dec. 2020, Martin launched the Black Impact Fund with the aim of raising and deploying $1 billion in Black and brown communities across the US. SoLa I… Read full bio

David Natt

Senior Vice President Asset Manager, Avanath Capital Management

David Natt is a Senior Vice President Asset Manager at Avanath Capital Management, LLC, responsible for overseeing its properties located in the Mid-Atlantic and Northeast sections of the United States and for building out Avanath’s ESG platform. Mr.… Read full bio

Rick Needham

Partner, Energy Sector Lead, The Rise Fund

Rick Needham is a Partner and Energy Sector Lead for The Rise Fund, responsible for sourcing and executing growth stage investments in the energy space that deliver both attractive financial returns and meaningful positive social or environmental ben… Read full bio

Erin Mulligan Nelson

CEO, Social Solutions

Erin is the Chief Executive Officer at Social Solutions. She is a seasoned business leader who is known for her ability to lead profitable growth through a combination of strategy, analytics, creativity and technology. Prior to joining Social Solutio… Read full bio

Marty Nesbitt

Senior Partner, Co-Chairman and Co-CEO,Vistria

Mr. Nesbitt serves as Co-CEO of The Vistria Group, LLC, a Chicago-based investment company focused on the education, healthcare and financial services industries. Prior to co-founding Vistria, Mr. Nesbitt served as CEO of The Parking Spot, an owner a… Read full bio

Amy O'Brien

Head of Responsible Investing, Nuveen

Amy leads a 20+ member team and is responsible for creating a holistic RI vision and unified framework across Nuveen and TIAA, partnering with internal stakeholders on implementation in day-to-day business activities. The framework establishes the fi… Read full bio

Carmen Ortiz-McGhee

Chief Operating Officer, National Association of Investment Companies (NAIC)

Carmen Ortiz-McGhee is the Chief Operating Officer of the National Association of Investment Companies (NAIC), the trade association and largest network of diverse-owned private equity firms and hedge funds. The NAIC’s membership is comprised of more… Read full bio

Jim Pass

Senior Managing Director, Guggenheim Partners

James Pass joined Guggenheim Partners in 2009 and is responsible for the research, development and implementation of investment strategies for the Firm's efforts in the infrastructure arena, including both equity and debt opportunities. In this role,… Read full bio

Jim Pieri

Managing Partner, Chief Investment Officer, Assured Healthcare Partners

Jim Pieri is the Managing Partner, Chief Investment Officer and Founder of Assured Healthcare Partners. In addition to chairing the Investment Committee, Jim leads investments across a range of subsectors and serves on the boards of several of AHP’s… Read full bio

Keren Raz

Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management

Keren G. Raz is the Senior Responsible Investment Specialist at APG Asset Management. In that role, she serves as the global responsible investment lead for private equity and hedge funds, working closely with investment teams on the integration of e… Read full bio

Joanna Reiss

Partner and Co-lead of Impact, Private Equity, Apollo Global Management

Ms. Reiss joins Apollo as Co-lead of Impact from Cornell Capital, a private equity firm where she was a partner since founding in 2013. At Cornell Capital, Ms. Reiss invested across the industrial, financial and consumer sectors and served as a membe… Read full bio

Candice Richards

Compliance Officer, MidOcean Partners

Candice Richards joined MidOcean Partners as a Compliance Officer in 2013. Previously, Mrs. Richards was a Compliance Officer at Gresham Investment Management LLC, a financial investment advisory firm. Prior to this, Mrs. Richards was a Compliance As… Read full bio

Andrew Rodriguez

CEO and Chief Investment Officer, Change Finance

Andrew Rodriguez is CEO and Chief Investment Officer of Change Finance, one of the first fossil fuel free ETF issuers on Wall Street. Change Finance’s Enhanced ESG Methodology is applied across industries to better identify sustainability-related imp… Read full bio
Rowher, Michael BSR

Michael Rohwer

Director, Information and Communications Technology, BSR

Michael leads BSR’s work with companies in the information and communications technology (ICT) industry. His experience in sustainability with global ICT companies includes addressing climate, human rights, and ethics issues in various settings, incl… Read full bio

Chanie Rubin

Chief Quality Officer, Proud Moments Behavioral Health

Chanie Rubin is co-founder and Chief Quality Officer at Proud Moments ABA, the Northeast’s largest provider of Applied Behavior Analysis (ABA) therapy for children diagnosed on the autism spectrum. She is a passionate, dedicated clinician executive a… Read full bio

Eli Rubin

Chief Executive Officer, Proud Moments Behavioral Health

Eli Rubin is Chief Executive Officer and Co-Founder of Proud Moments ABA, the leading provider of ABA therapy services in the northeastern United States. In 2014 when the insurance industry mandated that Applied Behavioral Analysis (ABA) therapy be c… Read full bio

Jon Samuels

Partner, Impact and Policy, Vistria

Jon Samuels is a Partner at The Vistria Group, a Chicago-based middle market private equity firm investing in the healthcare, education and financial services sectors. At Vistria, Jon oversees impact investing and policy. Jon joined the firm followin… Read full bio

Matthew D. Schey

Senior Director, Strategic Projects, Institutional Limited Partners Association (ILPA)

As Director, Strategic Projects for the Institutional Limited Partners Association (ILPA), Matt Schey directs a variety of strategic and operational initiatives which inform and enhance ILPA’s education, research, membership, and advocacy efforts. In… Read full bio

Sanjiv Shah

Managing Director, Emerging & Diverse Managers Team, Harbourvest

Sanjiv Shah is a member of HarbourVest’s primary investment team, focusing on meeting the targeted mandates of institutional investors by seeking investment opportunities in emerging managers, diverse managers, the lower middle market, and underserve… Read full bio

Molly Smith

Environmental, Social, and Governance Consultant, Bridge House Advisors

Molly Smith is an environmental, social, and governance consultant focused on the delivery of ESG services for private equity clients, including strategy and program development, due diligence, and impact assessments. Molly is based in Boston and has… Read full bio

Arturo Sneider

Partner, Primestor

Mr. Sneider is founding partner/CEO of Primestor Development, Inc. His responsibilities include acquisitions, project inception and design, capital structuring and corporate management. With a strong focus in largely underserved communities, Primesto… Read full bio

Allison Spector

Director of Responsible Investment, Real Assets and Private Markets, Nuveen

Allison is a member of the Responsible Investing team and leads sustainability for Nuveen real assets and private markets, which include investments across the farmland, timberland, agribusiness, energy & infrastructure, private equity and privat… Read full bio

Megan Starr

Global Head of Impact, The Carlyle Group

Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm… Read full bio

Jordan Stutts

Senior Writer, Private Markets, PEI

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

Chavon Sutton

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

Chavon Sutton is a Senior Investment Director in the Sustainable & Impact Investing Research Group at Cambridge Associates, conducting manager research and working with institutional clients to build sustainability – and impact – focused portfoli… Read full bio

Connor Teskey

Managing Partner, CEO, Renewable Energy, Brookfield Asset Management

Connor Teskey is a Managing Partner, Head of Brookfield’s Renewable Power Group and Chief Executive Officer of Brookfield Renewable Partners. Mr. Teskey is also Head of Europe for Brookfield Asset Management, responsible for corporate operations and… Read full bio

Jessica Thompson

Executive Director, Debt Investments, Deputy Head of North America Infrastructure Debt, IFM Investors

Jessica Thompson is an Executive Director in the Global Infrastructure Debt group at IFM Investors and is the Deputy Head of North America Infrastructure Debt. In her role, she is responsible for investing in North American infrastructure projects on… Read full bio

Cassie Winn

Executive Director, Infrastructure Investments Group, J.P. Morgan Asset Management

Cassie Winn, Executive Director, is a member of the Infrastructure Investment Group’s Client Strategy team and focuses on investor relations, reporting and ESG strategy, initiatives and implementation. Prior to joining J.P. Morgan, Cassie was the Pro… Read full bio

Susan Winterberg

Former Fellow, Technology and Public Purpose Project, Belfer Center, Harvard Kennedy School

Susan Winterberg is an independent ESG consultant working with private investors, government funders and business leaders to better manage ESG issues in emerging technology product designs and business models. Susan was most recently the Inaugural Fe… Read full bio

Dan Winters

Head of Americas, GRESB

Mr. Winters furthers GRESB’s international scope and impact by engaging institutional investors throughout the Americas, establishing industry partnerships for ESG data, and expanding GRESB coverage among REITs, private equity firms and multinational… Read full bio

Julia Wittlin, CFA, CAIA, FRM

Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

Julia Wittlin, CFA, CAIA, FRM, Managing Director, is a senior portfolio manager and leads portfolio strategy for BlackRock Private Equity Partners (PEP) group within BlackRock Alternative Investors. Ms. Wittlin partners with large strategic clients t… Read full bio

Paul Yett

Head of ESG and Sustainability, Hamilton Lane

Paul is a Managing Director at Hamilton Lane, based in the firm’s San Francisco office, where he currently serves as the Director of ESG & Sustainability. In this role, he is responsible for managing the firm’s ESG integration efforts across inve… Read full bio
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contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.

Pre-Event Resources

Frequently asked questions

What about the timezone difference? How do I set meetings on my timezone?

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No. There will be live content (which is where you can take part in live Q&As) and select sessions will be made on demand, so you can watch sessions at a time convenient to you.

I have watched enough webinars over the past 6 months, why would I want to watch more?

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