International
Responsible Investment Forum: New York
20 - 21 February 2024,
Convene,117 West 46th Street, New York
North America’s #1 event for sustainability in private markets
The Responsible Investment Forum: New York, co-hosted by the PRI, returns for its eighth year on February 20-21, bringing together the most sophisticated institutional investors, fund managers & expert advisors.
Explore opportunities across North America, gain valuable insight into what investors are looking for when allocating to private equity, and set the direction for your responsible investment strategies.
Debate key themes including how AI could impact ESG, dealing with the ESG backlash, building a long-term vision of data, and much more, to gain solutions to your most pressing challenges.
What can you expect at the event?
Exceptional event content
Learn from industry experts and gain insight into addressing climate change, regulatory changes, value creation, data usage, and much more.
Unparalleled Networking
Connect with industry participants in all aspects of responsible investment. Network in-person at interactive working sessions, networking breaks, an evening drinks reception, and invite-only breakfasts.
Top attending investors
Join leading institutional & private investors looking to discuss current challenges and opportunities. Attendees from 2023 included Healthcare of Ontario Pension Plan, New Jersey Division of Investment, New York City Employees’ Retirement System, and many more.
Key event themes for 2024
- Building a long-term vision for data: discussion around what ESG data should look like and building a vision across your firm. To what extent are managers working with investors’ on ensuring that data collection is useful.
- Driving ESG frameworks, standardization, and regulation: utilizing key learnings from U.S. and European countries regarding a need for standardized ESG metrics across the world.
- Dealing with the ESG backlash: learn how managers are tailoring their approach to deal with the ESG backlash from certain states. The importance of showing the value of ESG work and how best to address the critics.
- How AI could impact ESG: what does the oncoming growth of AI mean for sustainability professionals? Discussion will focus on the impact on the day to day job of an ESG head, in addition to some of the ethical considerations.
- Climate work update: how are private markets moving in there move to net-zero? Update on latest initiatives and addressing any hurdles to progress.
Interested in sponsoring Responsible Investment Forum?
Shake hands with prominent global institutional investors, fund managers, consultants, and highly recognised associations to build effective ESG strategies focused on value creation and ROI.
3 global opportunities to:
• Raise your visibility as a figurehead in a crowded ESG market and align your brand with PEI’s global and diverse event portfolio.
• Differentiate your brand and stand out from your competitors by collaborating as a thought leader across leading global ESG events in private equity, infrastructure, and private debt.
• Raise your reputation as an expert in ESG amongst existing and future clients.
• Get ahead of ESG and impact fund regulations and be the go to provider in industry developments setting you apart from your competitors.
Get in touch with us today and let us put your company at the forefront of the industry.
2024 speakers include:
Apply for a complimentary institutional investor pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will follow up with you to secure your pass.
Testimonials
I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as well. It…
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.
Venue and hotel
Convene
117 W 46th St
New York, NY 10036
Connect with global investors focused on the future of the market
Position your business with an authoritative content-led event portfolio focused on sustainability & diversity. Be recognized as a go-to solution provider for senior private markets professionals and institutional investors.
- Shake hands with prominent global institutional investors, fund managers, consultants, and highly recognised associations to build effective ESG strategies focused on value creation and ROI.
- Stand tall from your competitors by showcasing your company’s mature ESG track record and generate strategic value when growing and implementing environmental and sustainability initiatives.
For more information on available sponsorship opportunities please fill in the enquiry form. Contact Tyler Mitchell at tyler.m@pei.group or call +1 646 795 3279
Sponsors
The Responsible Investment Forum: New York will take place on February 20-21, 2024.
For more information on the agenda, please contact Joana Frade.
Joana.F@pei.group | +44 (0) 20 3640 7518
Agenda
Day 1 - Tuesday 20th
Invitation only LP breakfast briefings
Join fellow LPs for breakfast and peer-to-peer discussion around the challenges and opportunity sets LPs are facing pertaining to sustainable investing heading into 2024. Discussion will take place under Chatham House rule.
This is a closed door session for LPs only, no service providers.
Co-facilitator: Isabelle Burgess, Senior Associate, ILPA
Co-facilitator: Julia Lamorelle, Senior Vice President of GP Advisory, Malk Partners
Introduction from PEI & PRI
Aditya Vikram, Head of Private Equity, UNPRI
Charles Gould, Head of Private Equity, PEI
Chairperson's opening remarks
Bruce B. Simpson, GP, Agetech Capital
Global perspectives on sustainability in U.S. Private Equity
- Assessing the extent to which polarization is impacting advancements in sustainability within U.S. private equity
- Evaluating the position of the U.S. Compared to Europe: is the gap narrowing or widening?
- Delving into the viewpoints of U.S. GPs regarding the adoption and implementation of net-zero targets
Moderator:
Alan Kao, Principal and Global Director, ESG Services, Ramboll
Panelists:
Vincent Lecat, Head of Impact & ESG, DPI
Natasha Buckley, Vice President, ESG, HarbourVest Partners
Mackenzie Drutowski, Partner, Kirkland & Ellis
Rajith Sebastian, Head of ESG and Sustainable Investing, New York State Insurance Fund (NYSIF)
Practical tips for how heads of sustainability should be engaging with their investment teams
- Practical tips for how heads of sustainability should be engaging with their investment teams
- Strategic alignment and impactful collaboration
- Communicating effectively to bridge the gap with the investment team
- Incorporating ESG into due diligence and throughout the investment cycle
- Collaborate with and learn from investment teams: examples of what works
Moderator:
Josh Green, Chief Operating Officer, Novata
Panelists:
Michael Eisenberg, Partner, ESG Services Lead, ERM
Angela Jhanji, Managing Director, Sustainability – Private Capital, EQT Partners
Nathalie Viens, Managing Director and Head of Asset Management – Private Infrastructure, CBRE Investment Management
Serge Younes, Head of Sustainability, Investindustrial
Nathalie Viens
Managing Director and Head of Asset Management – Private Infrastructure, CBRE Investment Management
Read bioESG Data Convergence Initiative update: creating value for GPs and LPs in private equity
- What has the EDCI learnt about ESG in Private Equity from the second year of the initiative?
- To what extent is the initiative helping LPs and GPs to solve the data challenge?
- How firms leverage the data to gain new insights and drive value creation
- How is technology helping the EDCI?
- What’s next for the initiative in 2024?
Moderator:
Tim Mohin, Partner and Director, BCG
Co-Facilitator:
Ben Morley, Partner and Associate Director, BCG
Samantha Hill, Head of Sustainability Integration, Global Leadership Team, CPP Investments
Catherine Isabelle, Senior Director, Sustainability and Climate Innovation, PSP Investments
Carletta Ooton, Head of ESG, Apollo Global Management
Heleen van Poecke, Co-Founder and CEO, KEY ESG
Fireside chat: the continued evolution of Ares climate strategy
- Measurement to management – Why tracking the right KPIs is critical for climate success
- Advancing on the climate journey while keeping the final destination flexible
- Building a cohesive climate vision for a complex portfolio
Moderator:
Mark Golovcsenko, Principal, Advisory ESG, KPMG
Adam Heltzer, Partner, Head of ESG, Ares
Joe Indvik, Principal, Climate Strategy Lead, Ares
Coffee & networking
To what extent does ESG drive portfolio value creation
- How do sustainability strategies increase profitability and sell-on value
- Showing the value of ESG work: can this be used to fight the backlash?
- To what extent does implementing sustainability increase resilience?
- Case studies from real PE investments
Moderator:
Peter Ekman, Senior Vice President – ESG Value Creation, Malk Partners
Panelists:
Allegra Day, ESG Director, Cinven
Avantika Saisekar, Managing Director, Wafra
Tensie Whelan, Professor, Director, NYU Stern Center for Sustainable Business
Tricia Winton, Partner and Global Head of ESG, Bain Capital
Fostering inclusion and diversity: insights, challenges, and best practices
- Overcoming barriers to making progress on DEI
- What could recent Supreme Court judgements mean for businesses DEI strategies?
- The importance of operationalizing DEI and taking out the controversy
- Case studies of what works well
Moderator: Marianne Voss, Managing Director and Chief ESG Officer, Webster Equity Partners
Panelists:
Johnathan Medina, Global Head of DE&I, Macquarie Asset Management
Anthony Oni, Managing Partner, Energy Impact Partners
Portfolio company perspectives on sustainability and ESG performance improvement
- How are portfolio companies balancing the expectations of their PE sponsors with their other stakeholders?
- Are sponsor ambitions aligned with portfolio company customer expectations?
- Investigating the collaborative strategies employed by portfolio companies in partnership with their investors.
- What are the key ESG focus areas to improve performance and create real business value?
Moderator:
William Pleasant, Sustainability Business Advisor, Bridge House Advisors
Panelists:
Don Anderson, Owner, Portfolio Solutions
Beverly Gates, Executive Vice President and Chief Legal Officer, Monogram Foods
Allison Gosselin, Director, environmental, social and governance, Graham Partners
Lunch
Landscape of impact investing: emerging managers, fundraising and returns
- Which investment themes are taking off in the impact market?
- Which investment propositions are resonating most with impact allocators?
- How are first-time and emerging managers approaching fundraising?
Moderator:
Chase Wisnowski, Head of Multi-Strategy, SVP, Malk Partners
Panelists:
Christina Anzel,Director, Generation Investment Management
Karin Bouwmeester, ESG Lead Private Equity, PGGM Investments
Eimear Palmer, Partner, Global Head of ESG, Pantheon Ventures
Jessica Pan, Senior Portfolio Manager, Private Equity, APG Asset Management
Delivering real world change: doing impact investing like you mean it
- What are some of the best practices in executing a credible impact creation plan?
- Are we seeing a link between greater impact and higher valuations of assets?
- How are funds engaging their portfolio companies to deliver on impact performance?
Moderator:
Eunice Chapon, Director – Operations and Business Development, BrightEdge – American Cancer Society
Panelists:
Deborah La Franchi, Founder & CEO, SDS Capital Group
Fran Seegull, President, U.S. Impact Investing Alliance
Chavon Sutton, Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates
Impact in decarbonization and climate investing
- What investment opportunities has the IRA legislation enabled?
- Which types of assets are promising to deliver carbon abatement and sequestration?
- How are funds measuring their climate impact?
Moderator:
Suha Gillani, Director of ESG & Impact Value Creation, ERM
Panelists:
James Mackey, Managing Director, Investments, Climate Investment
Zack Montebell, Vice President, NY Green Bank
Valerie Shen, Partner and Chief Operating Officer, G2 Venture Partners
Fostering collaboration and leveraging technology to overcome ESG data challenges
- How do/should ESG and digital teams intersect at fund and portfolio level? How can they all drive value for the deal team?
- Crafting strategic alliances: navigating IT and Tech collaborations
- Comparing approaches from large firms to the mid-market
Moderator:
Jakob Schenker, Director, ESG and Climate Advisory Practice, KPMG
Panelists:
Ritika Chandra, Head of ESG and Senior, Vice President, TA Associates
Lindsay Gibson, Vice President, Permira
Lindsay Rosenstein, Principal and Head of ESG, Crestview Partners
Heleen van Poecke, Co-Founder and CEO, KEY ESG
Ritika Chandra
Head of ESG and Senior Vice President, Strategic Resource Group, TA Associates
Read bioAssessing AI’s impacts on Sustainability and the Sustainability Role
- Exploring AI’s potential to streamline ESG assessments during due diligence and enhancing ESG performance across investments
- Leveraging AI across the whole investment cycle
- How should AI developments impact ESG assessments
- What are the most material impacts from AI on sustainability
Moderator:
David Wynn, Director of Product Marketing (Sustainability), Cority
Panelists:
Di Rifai, Chair, Creating Future Us
Sylvain Forté, CEO & Co-founder, SESAMm
Walter Viguiliouk, Head of sustainable Investing, private markets, Manulife
Moving from data accumulation to data utilization
- Understanding the limitations of relying solely on portfolio company data and delving into broader ESG metrics
- Fostering effective collaboration between private equity firms and lenders to share ESG data
- Exploring strategies to effectively convey ESG data between different stakeholders
Moderator: Nicole Peerless, Head of Global Business Engagement, Pulsora
Greer Howard, Vice President, ESG, Oaktree Capital Management
Rachel Hurley, Head of Sustainability, Paine Schwartz Partners
Jeffrey Cohen, Managing Director, Head of ESG & Sustainability, Oak Hill Advisors
Karin Bouwmeester, ESG Lead Private Equity, PGGM Investments
Outlook on federal and state ESG disclosure
- Assessing the implications for assessment, reporting and transparency
- Providing clear and consistent climate-related information to LPs
- Where next for US regulators?
Moderator:
Robert Esposito, Managing Director and Senior Counsel, ESG, Apollo Global Management
Panelists:
Katie Blum, Principal, Holtara, powered by Apex Group
Daniel Silverberg, Managing Director, Capstone
Navigating changing regulations as a global investor
- Double materiality not accepted in US like Europe
- Divergence politically between US and rest of the world:
- How will antitrust laws impact cross-border M&A?
Moderator: Sheryl Schwartz, Chief Investment Officer, ALTI
Panelists:
Phil Benyola, Director of Private Equity, Bessemer
Jennifer Coulson, Senior Managing Director & Global Head, ESG, BCI
Matthew Johns, ESG, IH International Advisors
How regulation can drive value creation: practical tips for ESG professionals
- Using reporting and disclosure requirements to your advantage
- Building a track record and credibility using data
- Engaging effectively with investors and portfolio companies
Moderator:
Daniel D’Ambrosio, Partner, Kirkland & Ellis
Panelists:
Joshua Brunert, Global Head of ESG Product Development, Holtara, powered by Apex Group
Abrielle Rosenthal, Chief Sustainability Officer, TowerBrook
Driving diversity at portfolio companies
- Promoting diverse leadership across your portfolio
- Overcoming barriers to diversity and inclusion in portfolio businesses
- Fostering inclusivity to drive innovation and performance
- Measuring Progress: tracking and reporting on diversity advancement
Moderator:
Bob Dannhauser, Senior Advisor, Shift project
Panelists:
Adriana Becerra Cid, Sustainable Investment Lead for Private Assets, Lombard Odier Asset Management
Shaun Chaudhuri, Principal, The Westly Group
Ashley McNamee, Managing Director, ESG, Revelstoke Capital Partners LLC
Revolutionary approaches to Decarbonization
- What does best practice look like when decarbonizing a portfolio company?
- Addressing the financial shortfall in decarbonization Initiatives
- An exploration of emerging and innovative investment strategies
Moderator:
Saleh ElHattab, Founder and CEO, Gravity
Panelists:
Bethany Brantley, Head of ESG, IPI Partners
Michael Cappucci, Managing Director – Compliance and Sustainable Investing, Harvard Management Company
Gayatri Sarkar, Founder and CEO, Advaita Capital
Barrett Lawson, Director, Anthesis
Michael Cappucci
Managing Director - Compliance and Sustainable Investing, Harvard Management Company
Read bioDefining what is meant by stewardship for private equity
- How does stewardship apply to private equity investing?
- Fiduciary duty vs stewardship: is there tension between them?
- What are the responsibilities of PE managers in terms of stewardship
Moderator:
Haben Berhe, Senior Responsible Investment Manager, US, UNPRI
Panelists:
Peter Dunbar, Principal – Responsible Investment, StepStone Group
Irina Markina, Managing Director, Chief Decarbonization Officer, Ara Partners
Leela Ramnath, Head of Sustainability Strategy, Warburg Pincus
Katherine Treuer, Principal, Generate Capital
Coffee & networking
Working Group A: EDCI Benchmarking
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- Learn how GPs and LPs are harnessing the EDCI benchmark
- Explore the full suite of EDCI benchmark functionality
- Overview of EDCI partnerships with ESG tech platforms
- Case studies of how private equity funds are engaging
Co-facilitators:
Ben Morley, Partner and Associate Director, BCG
Joshua Kriesberg, EDCI Member Engagement Lead + Sustainability Consultant, BCG
Allegra Day, ESG Director, Cinven
Irina Markina, Managing Director, Chief Decarbonization Officer, Ara Partners
Heidi DuBois, Global Head of ESG, AEA Investors
Working group B: Decarbonizing value chain emissions
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- Understanding scope 3 emissions complexity and current state of private markets
- Practical implementation steps to improve data collection, quality and transparency.
- Case studies and industry resources to advance emissions reduction via supplier engagement
Co-facilitators:
Nandini Hampole, Principal, ESG & Responsible Investing, Bregal
Jessica Clavette, ESG Manager, UK, Equistone
Maria Liby-Troein, Associate Partner, Bain & Company
Working group C: Integrating tech and sustainability
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- How to successfully balance technology with expertise
- What can and should be automated
- What aspects require more hands on approach
- How can technology play a role in advancing a sustainability strategy
Facilitator:
Kyle Flick, Director of Services, Novata
Brett Juliano, CFA, CAIA, Head of Sustainability, Strategic Resource Group, THL Partners
Working group D: Working with portfolio companies
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- How do you help link sustainability engagement and action to value creation
- What are tools and resources that you can provide / bring to the table
- How do you balance top-down ESG demands from sponsors vs. ESG demands from strategic customers?
- In the event of ESG “fatigue”, what are some ESG focus areas that create value for the sponsor and the company?
- What are some approaches that help setup post-close ESG engagement during the pre-investment due diligence phase?
Co-facilitators:
Jennifer Flood, Sustainability, Head of North America, Investindustrial
Jeff Gibbons, Chief Growth Officer, Bridge House Advisors
Peter Ellsworth, Senior Director, Ceres
Working group E: Solving ESG data compliance and reporting challenges
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- How should investment and compliance teams work together to ensure data accuracy and documentation?
- How can compliance ensure that all LP ESG commitments are implemented?
- How are LP reporting requirements changing?
- How can data platforms be used to serve multiple, and sometimes contradictory, regulatory and investor reporting requirements?
Co-facilitators:
Luke Wilcox, Partner and Head of ESG Data and Analytics, ACA Group
Neil Mandal, Director of Strategic Initiatives, Corbin Capital
Gloria Radeff, Chief Administrative Officer and Head of Business Development, Libremax
Working group F: What data looks like for sustainability reporting in private equity
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- Breakout: Challenges with data – pain points when reporting
- Breakout: Tools, resources, best practice – what does good look like? How can we improve the quality of data?
- Key takeaways, opportunities, best practice advice
Facilitator:
David Wynn, Director of Product Marketing (Sustainability), Cority
Cocktail Reception
Close of day one of the conference
Agenda
Day 2 - Wednesday 21st
Invitation only LP and GP Breakfast briefings
This is a closed door session for GPs and LPs only, no service providers.
This networking session will explore the topic of stewardship in private equity. We will talk about when to engage during the investment life-cycle, whom to engage to ensure a successful engagement, what to engage on and how to engage with portfolio companies as well as the wider markets. We will explore these topics using one of the ESG issues as an example and will also present data/findings from the PRI reporting data to substantiate discussions. There will be a fireside chat with investors as well as a discussion with the participants in the room around this topic.
This is a closed door session for GPs and LPs only, no service providers.
Co-facilitator: Aditya Vikram, Head of Private Equity, UNPRI
Co-facilitator: Haben Berhe, Senior Responsible Investment Manager, US, UNPRI
Co-facilitator: Jennifer Coulson, Senior Managing Director & Global Head, ESG, BCI
Co-facilitator: Serge Younes, Head of Sustainability, Investindustrial
Opening remarks
Building a long-term vision for ESG data
- Being more strategic about data collection: to what extent is it possible when GPs collect what LPs ask?
- Analysing what data is actually being used for: can GPs and LPs work together?
- Evaluating the role of third-party ESG assessments in complementing internal data
- To what extent can data be used to prove to LPs that ESG adds value to investments?
Moderator: Snehal Shah, Senior Reporter, PEI
Laura Fernandez, Principal, Regulatory Affairs and Sustainability, Kinterra Capital
Julian Seelan, Managing Director – ESG Strategy & Product Development, ACA
Tara Mei Smith, ESG Integration Officer, NYC Office of the Comptroller
Lexi Wachter, Vice President ESG, General Atlantic
Making biodiversity and natural capital relevant to PE investing
- TNFD V4.0: what does it mean for investors?
- Leveraging biodiversity data in investment decisions
- To what extent does work on biodiversity interlink with climate strategy?
- Where and how can private equity fund managers incorporate natural capital solutions in their investment strategy?
Moderator: Rodolfo Jaffe, Managing Consultant, Ecology and Biodiversity, Ramboll
Evelina Olago, Managing Director of Client & Strategy, Just Climate
Jennifer Pryce, President and CEO, Calvert Impact
Denise Odaro, Head of ESG, PAI Partners
Managing increasing climate transition litigation risk
- Why is there growing risk of climate transition litigation risk for private equity?
- What are the key areas of climate transition litigation risk?
- How is best to mitigate that risk, or to tackle it when litigation arrives?
Moderator:
Ulysses Smith, ESG Senior Advisor, Debevoise & Plimpton
Panelists:
Beth Jones, Senior Managing Directors – Risk & Investigations, FTI Consulting
Shannon Selden, Partner, Debevoise & Plimpton
Supply chain sustainability and human rights
- Which issues are funds focusing on when it comes to supply chain ESG risks at their portfolio companies?
- Considering the latest regulatory landscape in North America
- Working with portfolio companies to deliver more resilient supply chains
- Showcasing successful case studies that show how you can drive positive change
Moderator:
Tim Mohin, Partner and Director, BCG
Panelists:
Candice Brenet, Head of Sustainability, Ardian
Heidi DuBois, Global Head of ESG, AEA Investors
Ariel Giumarelli, Partner, Kirkland & Ellis
Daryl Kennedy, Sustainability & Investor Relations Manager, Piva Capital
Coffee & networking
Fireside Chat - Ownership Works: why employee ownership is catching on in private equity
- An update on who is signed up to the initiative
- The advantages of aligning incentives between employees and management
- Why ownership cultivates a focus on long-term strategic growth
- Case studies from private equity where ownership is working
Pete Stavros, Partner Co-Head of Global Private Equity, KKR
In conversation with
Winna Brown, Americas Private Equity ESG Leader, Ernst & Young LLP
Sustainability and Climate Integration in Private Credit
- State of the market and comparison with other asset classes
- How investors and managers have collaborated to enhance transparency in private credit
- New solutions/ initiatives in the market to facilitate three way engagement on Sustainability and Climate issues
- What’s next?
Moderator:
Abdulla Zaid, Vice President, Private Capital Research, MSCI
Panelists:
Michael Kashani, Managing Director, Apollo Global Management
Matt Kaczmarek, Managing director, Blackrock
Debra McCoy, Partner, Bain & Company
Cutting through the noise: AI and Private Equity
- How should sustainability teams be looking to bring in AI expertise? External consultants vs. in-house specialists
- Mobilizing the right C-suite and board members to champion a Responsible AI Strategy
- Balancing the investment opportunity with ESG considerations
- Case studies of what leading firms are doing now
Moderator: Chandini Jain, Founder & CEO, Auquan
Ercan Ucak, Vice President, Cerberus Capital Management
Donna Bebb, Head of ESG, Thoma Bravo
The big debate: how can PE deal with the ESG backlash in a proactive and positive way
Moderator:
Bruce B. Simpson, GP, Agetech
Panelists:
Tynesia Boyea-Robinson, President and CEO, CapEQ
Peter Ellsworth, Senior Director, Ceres
Colin Etnire, Head of ESG, BC Partners
Lunch
Working group A: Building a plan for biodiversity
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- The business case for biodiversity
- How to assess and disclose nature-related impacts, dependencies, risks, and opportunities
- Challenges associated with biodiversity accounting and reporting
Co-facilitators:
Rodolfo Jaffe, Managing Consultant, Ecology and Biodiversity, Ramboll
Sara Copp Franz, Managing Consultant, Biodiversity and Ecosystems, Ramboll
Working group B: Beyond Emissions Reporting & Planning: How Taking Decarbonization Action Wins Portfolio Company Trust
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- Tackle key challenges in carbon reporting and decarbonization, highlighting the engagement of portfolio companies through innovative strategies.
- Convert carbon data into actionable insights for impactful decarbonization and cost reduction, utilizing technology and analytics.
- Showcase successful transitions from carbon reporting to decarbonization plans in PE firms and portfolio companies.
- Propose creative solutions for decarbonization projects in mature investments, emphasizing technology-enhanced collaboration.
Facilitator:
Saleh ElHattab, Founder and CEO, Gravity
Working group C: Integrating AI into sustainability
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- AI’s role in advancing sustainability research: support deal sourcing, ESG due diligence, and controversy monitoring
- AI for impact assessment, good governance, and reporting
- Practical implementation steps for integrating AI into sustainability workflows — and lessons learned/common pitfalls
Facilitator: Auquan
Working group D: Sharing best practices for improving ESG to drive value at portfolio companies
This closed door session (GP and LP only, no service providers) allows for an interactive roundtable discussion with designated facilitators.
- Playbook examples of what has worked to drive value creation and ESG improvements
- Experiences of investing substantially to drive multiple expansion
- How to value downside protection from sustainability initiatives
Co-facilitators:
Johan Nordenson, Operating Partner, Value Creation and ESG, Altamont Capital Partners
Seth Reynolds, Americas SaT Sustainability Leader, Ernst & Young LLP
Jennifer Essigs, Head of Sustainability, AE Industrial
Close of conference
For information on speaking at the event, please contact Joana Frade.
Joana.F@pei.group | +44 (0) 20 3640 7518
2024 speakers include:
Michael Cappucci
Managing Director - Compliance and Sustainable Investing, Harvard Management Company
Laura Fernandez
Laura Fernandez, Managing Director, Transactions and Permitting / ESG, Kinterra Capital
Tara Mei Smith
ESG Integration Officer for the Bureau of Asset Management, Office of NYC Comptroller
Chavon Sutton
Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates
Nathalie Viens
Managing Director and Head of Asset Management – Private Infrastructure, CBRE Investment Management
Walter Viguilouk
Managing Director, Sustainable Investing, Private Markets, Manulife Investment Management
Pre-Event Resources
Network with the US responsible investment industry
In its 8th year, the forum is a firmly established event in the industry’s calendar. Join 300+ attendees this February to connect with institutional investors, fund managers, specialist responsible investment and impact managers, and the wider ESG community for two days of learning and networking. This is a must-attend event for those with an interest in ESG in private markets.
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
Institutional Investors at the Responsible Investment Forum: New York 2024
The Responsible Investment Forum: New York provides a leading platform for leading institutional investors and allocators investing in impact in private markets to gather.
A limited number of complimentary passes are available for Responsible Investment investors and institutional investors to the event. Check out the benefits of joining the conference, who among your peers attends and find out how to apply for a complimentary pass for you or your team below.
Investors at Responsible Investment Forum: New York 2024
The forum provides investors and fund managers the perfect opportunity to meet up and discuss the latest developments in sustainable finance.
Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass for your or your team today.
Meet with the best and biggest impact funds globally – network and arrange one-to-one meetings with leading institutional investors
Networking with peers and other institutional investors – build your network of peers, understand their strategies, challenges and allocation approach to impact
Get insight on the latest innovations and trends in responsible investment – take advantage of world-class speaking faculty to stay aligned with developments in the market
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for Responsible Investment Forum LPs, allocators and institutional investors to join the event.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will follow up with you to secure your pass.