International
Responsible Investment Forum: New York New York 2023
1 - 2 March 2023,
Convene 117 West 46th Street, New York
North America’s #1 event for ESG in private markets
The Responsible Investment Forum returns for its seventh year to bring together the most sophisticated institutional investors, fund managers, consultants, and highly recognized associations to explore opportunities in ESG from value creation to implementing an effective ESG strategy, taking place March 1-2, co-hosted with PRI.
Key content pieces this year will include the push towards net-zero commitments and a heavier focus on climate action, an exploration of the ESG regulatory landscape, practical steps for analyzing data sets for value creation, streamlining of universal ESG frameworks and metrics, key learnings from our European counterparts, and the budding growth of impact as its own asset class. Hear from the leading investors, managers, and expert advisors on the latest ESG strategies.
Explore working sessions, networking breaks, evening drinks receptions, and invite-only breakfasts to better network with fellow industry professionals. Build new working relationships, foster current ones, and share your knowledge and practices with other investors and managers.
Book now to be a part of the must-attend event for alternative asset professionals with an interest in ESG and responsible investment.
What can you expect at the event?
Exceptional event content
The key themes for this year will span the E, S & G. Learn from industry experts and gain insight into addressing climate change, regulatory changes, value creation, data usage, and much more.
Elite Networking
Connect with industry participants in all aspects of responsible investment. Network in-person at interactive working sessions, networking breaks, an evening drinks reception, and invite-only breakfasts.
Top attending investors
Hear from institutional investors who are looking to share their insights and increase their exposure. Attendees from 2022 included representatives from CalPERS, Church Investment Group, New York State Common Retirement Fund, and many more.
Key event themes for 2023
- The life cycle of and ESG Data set: with a greater focus, we will examine how data is captured, analyzed, used to implement policies and strategies, and then subsequently stored and checked for gaps and what technologies are being used for these processes. We will examine how we can use this data to improve investment strategies and drive value.
- Driving ESG Frameworks, Standardization, and Regulation: utilizing key learnings from U.S. and European countries regarding a need for standardized ESG metrics across the world. How are we defining these frameworks, how are strategies being measured, and how are governing bodies regulating these initiatives?
- Keys to implementation a solid ESG strategy & preparing for future commitments: ESG across asset classes and how different initiatives are helping us get to net-zero, improving supply chains, and protecting human rights. Tangible steps towards the implementation of strategies and new case studies, working groups showcasing real examples, and interactive brainstorming sessions.
Connect with responsible investment professionals
Testimonials
“I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as we…
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…
“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. T…
“I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It was great to learn about their best practices as well as lessons learned. The breakout sessions and panels were very informative. The conference provided good networking opportunities as well.”
“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global platform for like minded ESG investors to transition towards environmentally sustainable economies and societies for all”
“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. The format of 1:1 interactions, break out and plenary sessions was useful to share general market perspectives and engage in detail to share experience and deepen understanding of the many and varied ESG issues facing our industry today”
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
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For more information on available sponsorship opportunities please fill in the enquiry form. Contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279
Download the 2023 agenda
The Responsible Investment Forum: New York will take place on 1-2 March 2023.
For more information on the agenda, please contact Erin Wolfe.
erin.wolfe@peimedia.com | +1 646 973 3816
Agenda
Day 1 - Wednesday 1st
Women’s Networking Breakfast
PEI Welcome
Erin Wolfe, Senior Conference Producer, PEI Media
Chair’s Remarks
Speaker:
Peter Dunbar, Head of Private Equity, UNPRI
Opening keynote
Solidifying Your ESG Strategy
- Between all the different initiatives out there today, it can be difficult to figure out how to continue to build out the best ESG strategy for your firm.
- Practical steps for ESG program streamlining and how to accurately measure each silo: E, S, and G.
- Understanding reporting requirements and certain regulatory concerns surrounding ESG inquiries.
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
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
Making ESG Data Work for You
- Practical steps for data intake, storage, examination, and identifying possible data gaps.
- Analyzing ESG data to drive progress on ESG value creation.
- Identifying ESG reporting quality and rooting out any biases in data
Moderator:
Max Hong, Chief Executive Officer, Malk Partners
Panelists:
Heidi DuBois, Global Head of ESG, AEA Investors
Morgan Sheil, AVP Impact & Sustainability, Energy Impact Partners
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
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
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.
Track B – CASE STUDY: Practical steps to expanding your net-zero program
Track C – Working Session - TBD
Track D – ESG Integration in Private Debt
- Proactive approaches to combat lack of regulatory clarity and inadequate ESG data in private debt.
- Comparing approaches for syndicated loans, direct lending loans, and sustainability linked loans.
Speaker:
Kristina Matthews, Head of Investor Relations & ESG, Brightwood Capital Advisors
Kristina Matthews
Managing Director, Head of Investor Relations and ESG, Brightwood Capital Advisors
Read bioTrack 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
Track B – CASE STUDY: Data understanding and retention for better ESG programs
Track C – Working Session - TBD
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
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.
Track B – CASE STUDY -TBD
Track C – Working Session - TBD
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.
Track A – IMPACT - TBD
Track B – CASE STUDY -TBD
Track C – Working Session - TBD
Track D - Venture
Networking Reception
Agenda
Day 2 - Thursday 2nd
LP Think Tank Breakfast in partnership with ILPA
Speaker:
Matt Schey, Senior Director, Sustainable Investing & Strategic Projects, ILPA
GP Think Tank Breakfast
Chair’s Remarks
Peter Dunbar, Head of Private Equity, UNPRI
Opening Keynote
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
Rising Importance of Standardized ESG Metrics and Frameworks
- Creating long term financial performance by focusing on key success factors including carbon metrics, financial and business metrics, and governance metrics.
- Pros and cons to developing consistent and universal metrics
- Metrics in action case study examples
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
Investing in the Next Generation
- 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
Recognizing Greenwashing in Private Markets
- Discrepancies across markets on what constitutes greenwashing and how we can address and streamline standards.
- Understanding the role of data and reporting to prove sustainability efforts.
- Tangible ways to avoid greenwashing and protect your firm
Speakers:
Jennifer Wildroudt, Vice President of ESG, Sun Capital Partners
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
Rob Celin
Chief of Staff and Director of ESG, Tilia Holdings
Ritika Chandra
Head of ESG and Senior Vice President, Strategic Resource Group, TA Associates
Jeffrey Cohen
Managing Director, Head of ESG and Sustainability, Oak Hill Advisors
Heidi DuBois
Global Head of ESG, AEA Investors
Peter Dunbar
Head of Private Equity, UNPRI
Colin Etnire
Head of ESG, BC Partners
Max Hong
Chief Executive Officer, Malk Partners
Ashley McNamee
Director of ESG, Revelstoke Capital Partners
Kristina Matthews
Managing Director, Head of Investor Relations and ESG, Brightwood Capital Advisors
Sanaz Raczynski
Head of Sustainability / ESG, Kohlberg and Company
Lindsay Rosenstein
Vice President and Head of ESG, Crestview Partners
Avantika Saisekar
Director of ESG, Wafra Inc.
Matt Schey
Senior Director, Sustainable Investing & Strategic Projects, ILPA
Morgan Sheil
Associate Vice President, Impact and Sustainability, Energy Impact Partners
Bruce Simpson
Senior Advisor ESG, McKinsey
Allison Spector
Head of ESG, One Rock Capital Partners
Marianne Voss
Chief ESG Officer, Webster Equity Partners
Pre-Event Resources
Network with the US responsible investment industry
In its 7th year, the forum is a firmly established event in the industry’s calendar. Join 300+ attendees this March to connect with institutional investors, fund managers, specialist responsible investment and impact managers, and the wider ESG community for two days of learning and networking. This is a must-attend event for those with an interest in ESG in private markets.
The in-person networking experience
Meet investors with a focus on ESG
Network with active investors in responsible investment. Benefit from our expansive US investor community who will be in attendance throughout the forum.
Network in-person once again
Connect with your peers at interactive workshops, networking breaks, evening drinks reception and invite-only breakfasts.
Build new connections at the forum
Past investors included CalPERS, New York State Common Retirement Fund, Church Investment Group and many more.
Testimonials from attendees
I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It was gr…
Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global p…
It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. Th…
I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It was great to learn about their best practices as well as lessons learned. The breakout sessions and panels were very informative. The conference provided good networking opportunities as well
Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful global platform for like minded ESG investors to transition towards environmentally sustainable economies and societies for all
It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. The format of 1:1 interactions, break out and plenary sessions was useful to share general market perspectives and engage in detail to share experience and deepen understanding of the many and varied ESG issues facing our industry today