Effectively integrating ESG to create sustainable value

The Responsible Investment Forum returns to New York for its fourth year to bring together the most sophisticated LPs, GPs and 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:

  • Bridging the LP-GP divide on ESG
  • ESG reporting and metrics for success
  • Focusing on diversity at the fund level and portfolio level
  • Placing climate risk at the top of your agenda
  • Human capital as a driving force for value
  • ESG and the American Frontier
  • The ESG and impact investing dynamic
  • Engaging the United Nations Sustainable Development Goals (SDGs) as a strategic assessment tool
  • Value creation with ESG
  • LP expectations and focus in ESG due diligence

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.

Keynote speakers

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Brochure now available for download! 

Download the brochure to view:

– Speaker lineup

– Agenda highlights

– Past LP attendees

and more!

A sample of who you could meet

2019 Attendees included:

Blackstone
Brookfield Asset Management
BSR
Canada Pension Plan Investment Board
The Carlyle Group
Chauncey F. Lufkin III Foundation
City of Chicago
The City of New York, Finance
Dancap Family Investment Office
Episcopal Diocese of Pittsburgh
Ford Foundation
Hamilton Lane
Harvard Management Company
KKR
Klaff Family Investments
Neuberger Berman
New Mountain Capital
New York State Common Retirement Fund
Nuveen
NYC Mayor's Office of Pension & Investments
Oak Hill Capital Partners
Oaktree Capital Management
Office of the New York City Comptroller
OPTrust Private Markets
Oregon State Treasury
Partners Group
PSP Investments
The Rockefeller Foundation
Second Swedish National Pension Fund (AP2)
Sixth Swedish National Pension Fund (AP6)
Segal Marco Advisors
Soros Fund Management
Spruceview Capital Partners
Star Mountain Capital
Super Investment Management
TPG
TowerBrook Capital Partners
UBS Global Wealth Management
United Nations Capital Development Fund
USS Investment Management
Wafra

What our attendees say

ATL Partners

Christopher Romano

The Responsible Investment Forum New York is a must-attend event for those interested in sustainability, which should be all private equity investors

Intentional Endowments Network

Georges Dyer

PEI’s Responsible Investment Forum brought together an impressive collection of the world’s leading thinkers and practitioners on considering ESG fa…

Read full testimonial

Clayton Dubilier & Rice

Daniel Jacobs

If you are serious about integrating ESG into your investment strategy, you should attend this conference.

2020 Agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 4th

Breakfast & registration
07:45 - 09:00

LP think tank breakfast (invitation-only)

Andrew Malk, Matt Schey

Facilitators:
Andrew Malk, Managing Partner, Malk Partners 
Matt Schey
, Director, Strategic Projects, Institutional Limited Partners Association ( ILPA)  

A speaker photo for Andrew Malk

Andrew Malk

Managing Partner, Malk Partners

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A speaker photo for Matt Schey

Matt Schey

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

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08:00 - 09:00

Registration and welcome breakfast

Opening remarks
09:05 - 09:10

PEI welcome

Seth Kerker, Director Events – Americas, PEI

09:10 - 09:15

Chairperson's opening remarks

Chris Fowle

Chris Fowle, Head of Americas, PRI

A speaker photo for Chris  Fowle

Chris Fowle

Head of Americas , Principles for Responsible Investment

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General session
09:15 - 09:45

Keynote fireside chat: a real conversation about diversity

Robert L. Greene, Jordan Stutts

Robert L Greene, President & CEO, National Association of Investment Companies (NAIC)

Interviewed By: Jordan Stutts, Senior Reporter, Infrastructure Investor

A speaker photo for Robert L. Greene

Robert L. Greene

President & CEO, National Association of Investment Companies (NAIC)

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A speaker photo for Jordan Stutts

Jordan Stutts

Senior Reporter, Infrastructure Investor

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09:45 - 10:30

LP roundtable

Elizabeth Seeger, Michael Cappucci, David Russell , Andrew Siwo
  • Is PE under threat and how do we think about its role and social impact and the economy? How does ESG play a role?
  • Fiduciary duties
  • Do LPs have control over the capital?
  • Flow of information between LPs and GPs
  • How to evaluate managers
  • Assessments and performance

Moderator:
Elizabeth Seeger, Director, Sustainable Investing, KKR

Panelists:
Michael T. Cappucci, Senior Vice President, Compliance and Sustainable Investing, Harvard Management Company, Inc.
David Russell, Head of Responsible Investment, USS Investment Management Ltd
Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

A speaker photo for Elizabeth Seeger

Elizabeth Seeger

Director, Sustainable Investing, KKR

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A speaker photo for Michael Cappucci

Michael Cappucci

Senior Vice President for Compliance and Sustainable Investing, Harvard Management Company (HMC)

Read bio
A speaker photo for David  Russell 

David Russell 

Head of Responsible Investment, USS Investment Management Ltd 

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A speaker photo for Andrew  Siwo

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

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10:30 - 10:45

Networking break

10:45 - 11:30

Impact investing

Ryan Miller , Chris Cozzone, Megan Starr, Julia Wittlin, CFA, CAIA, FRM
  • Raising capital for impact: what assets owners are looking for and fund managers can provide
  • Aligning on industry standards (Impact Management Project, IFC Operating Principles for Impact Management, IRIS+ Metrics)
  • Clash between negative and positive impacts for multi-billion dollar managers

Moderator:
Ryan Miller, Partner, Malk Partners

Panelist:
Chris Cozzone, Principal, Sustainability lead, Bain Capital
Megan Starr
, Principal and Head of Impact, The Carlyle Group
Julia Wittlin, CFA, CAIA, FRM, Managing Director, Portfolio Manager, BlackRock Private Equity Partners Group

A speaker photo for Ryan  Miller

Ryan Miller

Partner, Malk Partners

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A speaker photo for Chris  Cozzone

Chris Cozzone

Principal, Sustainability lead, Bain Capital Double Impact

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A speaker photo for Megan 	 Starr

Megan Starr

Principal and 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, BlackRock Private Equity Partners

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11:30 - 12:15

ESG data

Alison Humphrey, Dr. Philipp Aeby , Adam Black, Jeff Cohen, Abrielle Rosenthal
  • How well is that data output performing in comparison to peers
  • Are we able to benchmark fund manager performance?
  • Can we marry performance data with ESG performance data? Are we able to communicate the info to LPs
  • How to drive meaningful data

Panelists:
Dr. Philipp Aeby, CEO and Board Member, RepRisk
Adam Black
, Head of ESG & Sustainability, Coller Capital
Jeff Cohen, Institutional Product Strategist, Sustainability Accounting Standards Board (SASB)
Abrielle Rosenthal, Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook

A speaker photo for Alison  Humphrey

Alison Humphrey

Director of Environmental Social Governance, TPG

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A speaker photo for Dr. Philipp Aeby

Dr. Philipp Aeby

CEO and Board Member, Reprisk

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A speaker photo for Adam Black

Adam Black

Head of ESG & Sustainability, Coller Capital

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A speaker photo for Jeff Cohen

Jeff Cohen

SASB: Institutional Product Strategist – Head of Private Investments Initiatives, CAIA

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A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

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12:15 - 12:45

Keynote spotlight discussion

Alison Fenton-Willock, Isobel Markham

Alison Fenton-Willock, SVP and Global Head of ESG, Blackstone

Interviewed by: Isobel Markham, Senior Editor, Private Equity Group, Americas, PEI

A speaker photo for Alison Fenton-Willock

Alison Fenton-Willock

SVP and Global Head of ESG, Blackstone

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A speaker photo for Isobel  Markham

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

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Networking lunch
12:45 - 13:50

Networking lunch

Plenary session
13:50 - 14:35

Impact Investing: How to participate in this emerging investing opportunity

Dan A. Mistler, Alifia Doriwala, Tony Jace, Adam Reinmann, Jennifer Signori
  • LP, GP, and company perspectives on having a fund, committing capital, and managing investments related to impact
  • Understanding how to effectively measure and manage impact

Moderator:
Dan Mistler
, ESG Specialist, Bridge House Advisors 

Panelists:
Tony Jace, CEO, CPI
Adam Reinmann, Managing Director, CEO of Wendel North America, Wendel
Jennifer Signori, Senior Vice President, ESG and Impact Investing, Neuberger Berman

A speaker photo for Dan A.  Mistler

Dan A. Mistler

ESG Specialist, Bridge House Advisors

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A speaker photo for Alifia Doriwala

Alifia Doriwala

Managing Director and Partner, RockCreek

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A speaker photo for Tony Jace

Tony Jace

CEO, CPI

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A speaker photo for Adam Reinmann

Adam Reinmann

Managing Director, CEO of Wendel North America, Wendel

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A speaker photo for Jennifer  Signori

Jennifer Signori

Senior Vice President, ESG and Impact Investing, Neuberger Berman

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Breakout sessions
14:35 - 15:20

Track A | Responsible investing for real estate investors: developing underserved areas

Carl Spevacek, Ada Arevalo, Lisa Davis, Inna Khidekel, Anna Murray
  • Affordable Housing
  • Achieving impact in low income communities
  • Fragmented sustainability standards
  • Sustainability Metrics: Translation and impact on property investment and management
  • Climate Resiliency

Moderator:
Carl Spevacek, Manager, Environmental, Social, and Governance (ESG) Services, RPS Group

Panelists:
Ada Arevalo, Chief Impact Officer, Alliant Strategic Investments
Lisa Davis, Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate
Inna Khidekel
, Partner, Capital Markets, Bridge Investment Group
Anna Murray, Vice President of Sustainability, BentallGreenOak

A speaker photo for Carl Spevacek

Carl Spevacek

Manager, Environmental, Social, and Governance (ESG) Services RPS Group

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A speaker photo for Ada Arevalo

Ada Arevalo

Chief Impact Officer, Alliant Strategic Investments

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A speaker photo for Lisa Davis

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate

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A speaker photo for Inna Khidekel

Inna Khidekel

Partner, Capital Markets, Bridge Investment Group

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A speaker photo for Anna Murray

Anna Murray

Vice President, Sustainable Investing, BentallGreenOak

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14:35 - 15:20

Track B | ESG in private debt and responsible lending

Mike Hinkley, Greg Bowes, Brian Good, Candice Richards
  • Applying an ESG strategy across different debt instruments
  • Conducting ESG diligence in credit with limited access to information, balancing rigor and flexibility for large portfolios
  • ESG-focused CLOs: market opportunities and additional scrutiny

Moderator:
Mike Hinkley, Vice President, Malk Partners

Panelists:
Greg Bowes, Co-Founder and Managing Principal, Albright Capital
Brian Good, Senior Managing Director, Chief Product Strategist, First Eagle Alternative Credit
Candice Richards, Compliance Officer, MidOcean Partners

A speaker photo for Mike Hinkley

Mike Hinkley

Vice President, Malk Partners

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A speaker photo for Greg Bowes

Greg Bowes

Co-Founder and Managing Principal, Albright Capital

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A speaker photo for Brian Good

Brian Good

Senior Managing Director, Chief Product Strategist, First Eagle Alternative Credit

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A speaker photo for Candice Richards

Candice Richards

Compliance Officer, MidOcean Partners

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14:35 - 15:20

Track C | Benchmarking infrastructure for ESG performance

John Hodges, Nick Cleary, Samuel J. Lissner, Teresa O’Flynn, Michael Underhill
  • Responsible Investment Strategies in Infrastructure
  • ESG and the long-term ownership of infrastructure assets
  • Developing a process to integrate ESG in investment decisions
  • Formulating an ESG policy and integrating it into the due diligence process
  • ESG issues over the investment’s lifespan
  • Supply Chain ESG Risks

Moderator:
John Hodges,
Managing Director, Infrastructure and Finance, BSR

Panelists:
Nick Cleary, Partner, Vantage Infrastructure
Samuel J. Lissner, Vice President, Ridgewood Infrastructure
Teresa O’Flynn, Global Head of Sustainable Investing, BlackRock Alternatives Investors
Michael D. Underhill, Chief Investment Officer, Capital Innovations, LLC

A speaker photo for John  Hodges

John Hodges

Managing Director, Infrastructure and Finance, BSR

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A speaker photo for Nick 	 Cleary

Nick Cleary

Partner, Vantage Infrastructure

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A speaker photo for Samuel J. Lissner

Samuel J. Lissner

Vice President, Ridgewood Infrastructure

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A speaker photo for Teresa O’Flynn

Teresa O’Flynn

Global Head of Sustainable Investing, BlackRock Alternatives Investors

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A speaker photo for Michael Underhill

Michael Underhill

Chief Investment Officer, Capital Innovations, LLC

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Afternoon sessions
15:20 - 15:30

Networking break

15:30 - 16:25

ESG programs: from policy to integration

Alan Kao, Lee Coker, Sophie Flak, Bryn Gostin, Jeff Pentland, Leela Ramnath

The principles that guide a firm’s ESG program are documented in the ESG policy.  Many firms also use the ESG policy to describe the scope, governance structure, and management system of the ESG program.  The purpose of this session is to share insights on taking an ESG program from policy to integration.

  • How detailed should an ESG policy be?
  • How do you use your policy to drive ESG integration across your investments?
  • What challenges did you face in integrating ESG considerations across the firm?

Moderator:
Alan Kao, Global Service Line Leader – Compliance, Strategy & Transaction Services, Ramboll

Panelists:
Lee Coker, ESG Officer, Oak Hill Capital Funds
Sophie Flak, CSR and Digital Director, Eurazeo
Bryn Gostin, Senior Director, Head of Product Development & Strategy, Capital Dynamics
Jeff Pentland, Managing Director, Northleaf Capital Partners
Leela Ramnath, Director of ESG, Warburg Pincus

A speaker photo for Alan Kao

Alan Kao

Principal, Ramboll

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A speaker photo for Lee Coker

Lee Coker

ESG Officer, Oak Hill Capital Funds

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A speaker photo for Sophie Flak

Sophie Flak

CSR and Digital Director, Eurazeo

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A speaker photo for Bryn Gostin

Bryn Gostin

Senior Director, Head of Product Development & Strategy, Capital Dynamics

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A speaker photo for Jeff Pentland

Jeff Pentland

Managing Director, Northleaf Capital Partners

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A speaker photo for Leela Ramnath

Leela Ramnath

Director of ESG, Warburg Pincus

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16:25 - 16:40

2020 LAVCA Awards Presentation

Cate Ambrose

Presenter
Cate Ambrose, Board Member, LAVCA

  • Environmental Responsibility Award
  • Environmental Responsibility Honorable Mention
  • Social Responsibility Award
  • Latin American Private Equity Award
A speaker photo for  Cate  Ambrose

Cate Ambrose

Board Member, LAVCA

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16:40 - 17:10

Closing keynote address

Ken Mehlman, Isobel Markham

Ken Mehlman, Partner, Global Head of Public Affairs & Co-Head, KKR Global Impact 

Interviewed by: Isobel Markham, Senior Editor, Private Equity Group, Americas, PEI  

A speaker photo for Ken Mehlman

Ken Mehlman

Partner, Global Head of Public Affairs & Co-Head, KKR Global Impact

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A speaker photo for Isobel  Markham

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

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17:10 - 17:15

Chairman's closing remarks

Chris Fowle

Chris Fowle, Head of Americas, PRI

A speaker photo for Chris  Fowle

Chris Fowle

Head of Americas , Principles for Responsible Investment

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17:15 - 18:15

Cocktail reception

Agenda

Day 2 - Thursday 5th

General session
07:45 - 09:00

Women’s networking breakfast (invitation-only)

Stephanie Campbell
  • How does investing with a gender lens impact our social and economic future?
  • How to recruit, cultivate, and retain diverse talent in PE

Facilitator:
Stephanie Campbell
, General Partner, The Artemis Fund

A speaker photo for Stephanie Campbell

Stephanie Campbell

General Partner, The Artemis Fund

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08:00 - 09:00

Registration and breakfast

09:05 - 09:10

Chairwoman’s welcome

Christine Pishko

Christine Pishko, US Relationship Manager, Global Signatory Relations and Outreach, PRI, PRI

A speaker photo for Christine Pishko

Christine Pishko

US Relationship Manager, Global Signatory Relations and Outreach, PRI

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09:10 - 09:40

Keynote spotlight discussion

Suzanne Tavill, Carol Jeppesen

Suzanne Tavill, Partner & Global Head of ESG, Stepstone Group

Interviewer: Carol Jeppesen, Head of US, PRI

A speaker photo for Suzanne Tavill

Suzanne Tavill

Partner & Global Head of ESG, StepStone Group

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A speaker photo for Carol  Jeppesen

Carol Jeppesen

Head of US, PRI

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09:40 - 10:25

Corporate governance and board diversity

Elizabeth Ann Lowery, Stephanie Campbell , Frances Higgins, Don Reed, Jemma Wolfe
  • Diversity at the investment professional and portfolio board level
  • How should board members be focused on ESG and what does that mean?

Moderator:
Beth Lowery, Managing Director, TPG

Panelist:
Stephanie Campbell, General Partner, The Artemis Fund
Frances Higgins, General Partner, WCAS
Don Reed, Executive Director, Anthesis Group
Jemma Wolfe, Head of Launch With GS, Goldman Sachs

A speaker photo for Elizabeth Ann Lowery

Elizabeth Ann Lowery

Managing Director for Sustainability and ESG, TPG

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A speaker photo for Stephanie Campbell

Stephanie Campbell

General Partner, The Artemis Fund

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A speaker photo for Frances  Higgins

Frances Higgins

Managing Director of Investor Relations, Welsh, Carson, Anderson & Stowe

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A speaker photo for Don  Reed

Don Reed

Executive Director, Anthesis Group

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A speaker photo for Jemma Wolfe

Jemma Wolfe

Head of Launch With GS, Goldman Sachs

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10:25 - 10:45

Networking break

Morning breakout series
10:50 - 11:35

Track A: Responsible agriculture investment strategies

Chris Janiec, Tom Amis, Adam Fless, Sanaz K. Raczynski

Defining and advancing responsible agricultural investments

Moderator:
Chris Janiec,
Senior Editor, Agri Investor

Panelists:
Tom Amis, Head of the EQ Controlled Environment Team, Equilibrium
Adam Fless, Managing Director, Portfolio Excellence, Paine Schwartz Partners
Sanaz Raczynski, Managing Director, Head of Sustainability, Nuveen

A speaker photo for Chris Janiec

Chris Janiec

Senior Editor, Agri Investor

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A speaker photo for Tom Amis

Tom Amis

Head of the EQ Controlled Environment Team, Equilibrium

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A speaker photo for Adam Fless

Adam Fless

Managing Director, Portfolio Excellence, Paine Schwartz Partners

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A speaker photo for Sanaz K. Raczynski

Sanaz K. Raczynski

Managing Director, Head of Sustainability, Nuveen

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10:50 - 11:35

Track B: ESG challenges in healthcare

Ashley E. Armstrong, Stephen Bianca, Matt Jameson, Scott Li, Jay Rose

Moderator:
Ashley E. Armstrong, Sustainability Consultant, Bridge House Advisors

Panelists:
Stephen Bianca, Director of Compliance, Alpine Investors
Matt Jameson, CFA, Managing Director, BlueMountain Capital Management
Scott Li, Managing Director, CRG
Jay Rose, Managing Partner, Amulet Capital Partners

A speaker photo for Ashley E. Armstrong

Ashley E. Armstrong

Sustainability Consultant, Bridge House Advisors

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A speaker photo for Stephen Bianca

Stephen Bianca

Director of Compliance, Alpine Investors

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A speaker photo for Matt Jameson

Matt Jameson

CFA, Managing Director, BlueMountain Capital Management

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A speaker photo for Scott Li

Scott Li

Managing Director, CRG

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A speaker photo for Jay Rose

Jay Rose

Managing Partner, Amulet Capital Partners

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General session
11:40 - 12:25

An emerging mandate: ESG reporting

Sarah Corrigan, Matthew Hershenson, Viviana Occhionorelli, Jon Samuels, Humberto Suarez
  • An overview of the ESG reporting landscape
  • Considerations for public disclosure vs. private communications to LPs
  • How external stakeholders evaluate your reporting
  • Best practices for gaining value from the reporting process

Moderator:
Sarah Corrigan, Principal Consultant, ERM

Panelists:
Matthew Hershenson,
Head of Investor Relations, Paine Schwartz Partners
Viviana Occhionorelli, ESG Director, Astorg
Jon Samuels
, Partner, The Vistria Group
Humberto Suarez, Controller, Lafise Investment Management

A speaker photo for Sarah Corrigan

Sarah Corrigan

Principal Consultant, ERM

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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 Viviana Occhionorelli

Viviana Occhionorelli

ESG Director, Astorg

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A speaker photo for Jon Samuels

Jon Samuels

Partner, The Vistria Group

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A speaker photo for Humberto Suarez

Humberto Suarez

Controller, Lafise Investment Management

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12:25 - 13:10

Climate change

Susan R. Kemball-Cook, Ph.D, Michael Hall , Jay Koh, Emily S. Kreps, Brooks Preston
  • Preparing climate-related financial disclosures and/or evaluating climate risks as part of pre-acquisition due diligence
  • Assessment of transition and physical climate risks to align with various reporting frameworks (CDP, TCFD)

Moderator:
Susan R. Kemball-Cook, PhD
, Principal, Ramboll

Panelist:
Michael Hall, Sustainability Manager, Development Partners International (DPI)
Jay L. Koh,
Managing Director, The Lightsmith Group
Emily Kreps
, Global Director, Investor Initiatives, CDP
Brooks Preston, Division Director, Macquarie Infrastructure and Real Asset’s (MIRA)

A speaker photo for Susan R.  Kemball-Cook, Ph.D

Susan R. Kemball-Cook, Ph.D

Principal, Ramboll

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A speaker photo for Michael  Hall

Michael Hall

Sustainability Manager, Development Partners International (DPI)

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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 Emily S.  Kreps

Emily S. Kreps

Head of Investor Initiatives, CDP North America

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A speaker photo for Brooks  Preston

Brooks Preston

Division Director, Macquarie Infrastructure and Real Asset’s (MIRA)

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13:10 - 13:15

Chairwoman’s closing remarks

Christine Pishko

Christine Pishko, US Relationship Manager, Global Signatory Relations and Outreach, PRI, PRI

A speaker photo for Christine Pishko

Christine Pishko

US Relationship Manager, Global Signatory Relations and Outreach, PRI

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13:15 - 14:00

Networking lunch

2020 Speakers

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

Dr. Philipp Aeby

CEO and Board Member, Reprisk

Dr. Philipp Aeby is the CEO and Co-founder of RepRisk. Prior to taking on this role, he held the position of Chief Operating Officer and Managing Partner. He is an expert in business conduct risk management, with a special interest in machine learnin… Read full bio

Cate Ambrose

Board Member, LAVCA

Cate Ambrose is a Board Member of the Association for Private Capital Investment in Latin America (LAVCA), a non-profit membership organization comprised of over 190 firms that control assets in excess of US$65b directed at capitalizing and growing L… Read full bio

Tom Amis

Head of the EQ Controlled Environment Team, Equilibrium

Tom Amis has worked exclusively in the renewable energy and sustainability space for the past 15 years. He has assisted clients in the development, structuring, financing, acquisition and disposition of renewable energy and sustainability projects in… Read full bio

Ada Arevalo

Chief Impact Officer, Alliant Strategic Investments

Ada Arevalo is the Chief Impact Officer at Alliant Strategic Investments, a national private equity firm focused on the preservation & social impact of affordable housing. In this capacity, Ms. Arevalo leads the firm’s business development strate… Read full bio

Ashley E. Armstrong

Sustainability Consultant, Bridge House Advisors

Ashley is a Sustainability Consultant at Bridge House Advisors. She is focused on the delivery of environmental, social, and governance (ESG) services for private equity clients, including strategy and program development, due diligence, metrics, mon… Read full bio

Stephen Bianca

Director of Compliance, Alpine Investors

Stephen is Director of Compliance at Alpine Investors where he manages Alpine’s regulatory and compliance matters as well as its ESG program. Prior to joining Alpine, Stephen was Vice President of Compliance at Genstar Capital. Earlier in his career,… Read full bio

Adam Black

Head of ESG & Sustainability, Coller Capital

Adam has been an ESG specialist for over 27 years (12 years in private equity). He is a Fellow of the Institute of Environmental Management & Assessment (FIEMA), Chartered Environmentalist (CEnv) and a Chartered Member of IOSH (the Institution of… Read full bio

Greg Bowes

Co-Founder and Managing Principal, Albright Capital

Gregory Bowes, Co-Founder and Managing Principal of ACM, has over 30 years’ experience building businesses in the financial services and alternative asset management industry. With John Yonemoto and other senior members of the Investment Team, he has… Read full bio

Stephanie Campbell

General Partner, The Artemis Fund

Stephanie Campbell is one of the three Co-founders and General Partners of The Artemis Fund, the first female led, female focused fund based in Houston, TX. She is also the Managing Director of the Houston Angel Network, one of the most active angel… Read full bio

Michael Cappucci

Senior Vice President 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

Nick Cleary

Partner, Vantage Infrastructure

Nick joined the business in 2012 and has over two decades of relevant experience. Based in New York, Nick leads the North American Infrastructure Debt business, including investments origination, execution and portfolio management. He is a member of… Read full bio

Jeff Cohen

SASB: Institutional Product Strategist – Head of Private Investments Initiatives, CAIA

Jeff Cohen is an Institutional Product Strategist at the Sustainability Accounting Standards Board (SASB). In his role, Jeff educates and partners with institutional investors and asset owners facilitating dialogue on financially material industry sp… Read full bio

Lee Coker

ESG Officer, Oak Hill Capital Funds

Lee Coker serves as Oak Hill’s ESG Officer, leading the firm’s ESG diligence efforts and working with portfolio companies on ESG initiatives. Before working with the firm, Lee managed Environmental Defense Fund’s (EDF) Green Returns initiative, partn… 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

Chris Cozzone

Principal, Sustainability lead, Bain Capital Double Impact

Mr. Cozzone joined Bain Capital’s Global Private Equity team in London in 2011 and was part of Double Impact’s founding team from 2015. Prior to joining Bain Capital, Mr. Cozzone was a Consultant in Bain & Company’s Dubai and San Francisco office… Read full bio

Lisa Davis

Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate

Lisa Davis is an executive director at PGIM Real Estate and portfolio manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy. Most recently, Lisa was director o… Read full bio

Alison Fenton-Willock

SVP and Global Head of ESG, Blackstone

Alison Fenton-Willock is a Senior Vice President and Blackstone’s Global Head of ESG. In this role, she leads the firm’s overall approach to Environmental, Social and Governance (“ESG”) issues that impact its investing activities. Ms. Fenton-Willock… Read full bio

Sophie Flak

CSR and Digital Director, Eurazeo

Sophie Flak joined Eurazeo in 2013 as CSR Director and a specialist in conducting substantial transformation and innovation programmes within corporates. Sophie has overall responsibility for defining and executing Eurazeo’s ambitions CSR strategy ac… Read full bio

Adam Fless

Managing Director, Portfolio Excellence, Paine Schwartz Partners

Mr. Fless joined Paine Schwartz Partners in 2017. He leads the Portfolio Excellence Platform which includes the portfolio management committee, new investment diligence, and current investment performance improvement work. He is a seasoned private eq… Read full bio

Chris Fowle

Head of Americas , Principles for Responsible Investment

Chris joined the PRI in October 2016 as Americas Director, Signatory Relations to help manage 600 signatory relationships in North and South America. Previously he was Head of Investor Initiatives for CDP, the former Carbon Disclosure Project, in Nor… Read full bio

Brian Good

Senior Managing Director, Chief Product Strategist, First Eagle Alternative Credit

Mr. Good is a Senior Managing Director of First Eagle Alternative Credit and the Co-Head and Senior Portfolio Manager for First Eagle Alternative Credit's Tradable Credit platform. From April 2004 through June 2012, Mr. Good was the Co-Head of the Al… Read full bio

Bryn Gostin

Senior Director, Head of Product Development & Strategy, Capital Dynamics

Bryn is a Senior Director on the Business Development team, where he is the Head of Product Development & Strategy and Co-Chair of Responsible Investment Committee. Prior to joining Capital Dynamics, Bryn worked at Goldman Sachs in the Investment… Read full bio

Robert L. Greene

President & CEO, National Association of Investment Companies (NAIC)

Robert L Greene is a leader in the US Asset Management industry that has achieved success as an institutional investor, strategic advisor, board member and operating executive. He has built a reputation for innovative thinking, transforming strategy… Read full bio

Michael Hall

Sustainability Manager, Development Partners International (DPI)

Michael is responsible for ESG and Impact at DPI Michael has an extensive cross-sector, cross-industry view of the opportunities and challenges of ESG and Impact strategy and implementation over his 15 years working in sustainability, particularly in… 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

Frances Higgins

General Partner, WCAS

Ms. Higgins is General Partner in the Fundraising and Investor Relations Group, having joined WCAS in 2007. Ms. Higgins is responsible for establishing and maintaining relationships with investors and fundraising for WCAS Partnerships. She also focus… Read full bio

Mike Hinkley

Vice President, Malk Partners

Mike is a Vice President at Malk Partners. Mike has led or assisted on ESG due diligence reviews for over 120 transactions spanning a wide array of industries, including technology, financial services, healthcare, manufacturing, industrials, and more… Read full bio

John Hodges

Managing Director, Infrastructure and Finance, BSR

With more than 20 years of sustainable development experience, John leads BSR's global infrastructure and financial services practices, advising companies on corporate sustainability strategy, responsible investing and project development, and enviro… Read full bio

Tony Jace

CEO, CPI

Tony Jace is the Chief Executive Officer of the Crisis Prevention Institute (CPI), a training provider committed to empowering professionals worldwide in the service of society’s most vulnerable (including special needs children, the mentally ill and… Read full bio

Matt Jameson

CFA, Managing Director, BlueMountain Capital Management

Matt Jameson is a Managing Director on the Healthcare Investing team at BlueMountain Capital Management and a member of their Healthcare Investment Committee. Prior to joining BlueMountain, Mr. Jameson was a Managing Director and the Co-Head of Priva… Read full bio

Chris Janiec

Senior Editor, Agri Investor

Chris Janiec is a reporter 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 Committee on Un… Read full bio

Alan Kao

Principal, Ramboll

Alan Kao is a Principal and Global Service Line Leader for Compliance, Strategy, and Transaction Services (CST) at Ramboll. The CST service line provides a broad range of environmental and social risk services related to the acquisition, operation, g… Read full bio

Susan R. Kemball-Cook, Ph.D

Principal, Ramboll

Sue Kemball-Cook is a Principal in Ramboll’s Novato, CA Office. Her expertise includes climate change risk assessment and global and regional climate and air quality modeling. Sue leads Ramboll’s North America climate risk assessment team. Her recent… Read full bio

Inna Khidekel

Partner, Capital Markets, Bridge Investment Group

Inna Khidekel serves as a Partner in Capital Markets at Bridge Investment Group. In this capacity, Ms. Khidekel’s principal role is to expand Bridge’s business and product development efforts with institutional investors around the world. Ms. Khideke… 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

Emily S. Kreps

Head of Investor Initiatives, CDP North America

Emily Kreps leads the CDP investor program for North America. She is experienced in defining and leading sustainable and responsible businesses, including a period as head of corporate development for a renewable and alternative energy company, as we… Read full bio

Scott Li

Managing Director, CRG

Scott Li joined CRG in 2015 and is a Managing Director. Mr. Li has been focused on the healthcare industry as an advisor, investor and executive for over 15 years. Mr. Li helps leads investment sourcing, diligence, and execution for CRG activity in v… Read full bio

Samuel J. Lissner

Vice President, 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

Elizabeth Ann Lowery

Managing Director for Sustainability and ESG, TPG

Elizabeth Lowery is Managing Director of Sustainability and ESG at TPG Global. Beth joined TPG after a 20-year career with General Motors Company where she was a member of GM’s Senior Leadership Group as Corporate Vice President, Environment, Energy… Read full bio

Andrew Malk

Managing Partner, Malk Partners

Andrew Malk is the Managing Partner at Malk Partners. He founded the firm after recognizing that even the most astute investors and well-managed companies need guidance to leverage environmental, social and governance (ESG) management to protect and… Read full bio

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

Isobel is the Senior Editor, Private Equity Group, Americas. She joined PEI in September 2014 as a staff writer, was promoted to senior reporter in May 2015 and became editor of Private Equity International's monthly print publication in January 2017… Read full bio

Ken Mehlman

Partner, Global Head of Public Affairs & Co-Head, KKR Global Impact

Ken Mehlman joined KKR in 2008 and is Global Head of Public Affairs & Co-Head of KKR Global Impact. Since joining KKR, Ken has helped identify investment opportunities & assess and improve the companies in which KKR invests by engaging stakeh… Read full bio

Ryan Miller

Partner, Malk Partners

Ryan is a Partner at Malk Partners where he leads Malk’s ESG transactional advisory practice. He specializes in the identification and quantification of ESG risks for a number of industries including natural resource extraction, industrial services,… Read full bio

Dan A. Mistler

ESG Specialist, Bridge House Advisors

Dan is an Environmental Business Advisor at Bridge House Advisors. Dan leads the firm's ESG and Impact service lines, focused specifically on private equity clients. Prior to joining Bridge House, Dan was a senior leader in ESG and Impact advisory bu… Read full bio

Anna Murray

Vice President, Sustainable Investing, BentallGreenOak

Anna has spent her career advancing corporate strategy around the globe at major multinationals. Anna currently leads BGO's global Environmental, Social, and Governance (ESG) platform ($48 Billion AUM) integrating risk management and value creation p… Read full bio

Teresa O’Flynn

Global Head of Sustainable Investing, BlackRock Alternatives Investors

Teresa O'Flynn, Managing Director, is Global Head of Sustainable Investing Strategy for BlackRock Alternatives Investors (BAI). BAI currently manages over $175 billion in total assets and client commitments with a team of over 900. Ms. O'Flynn is res… Read full bio

Viviana Occhionorelli

ESG Director, Astorg

Viviana joined Astorg in 2018 and is a member of the Corporate Functions Team. Before that she worked as Global Sustainability Manager at Barco and as European Environmental Manager at Sony Electronics. Viviana has an expertise in circular economy, e… Read full bio

Jeff Pentland

Managing Director, Northleaf Capital Partners

Jeff is a member of Northleaf's Investment Committees and oversees the origination, evaluation and monitoring of Northleaf’s private markets investments, with a focus on North American and Asian opportunities. Jeff also chairs Northleaf’s ESG and Bus… Read full bio

Christine Pishko

US Relationship Manager, Global Signatory Relations and Outreach, PRI

Christine Pishko is a US Relationship Manager with the PRI responsible for Signatory Relations and Outreach. Prior to joining PRI, Christine held the role of Managing Director and lead Client Portfolio Manager for responsible investment strategies at… Read full bio

Brooks Preston

Division Director, Macquarie Infrastructure and Real Asset’s (MIRA)

Brooks joined MIRA in December 2017 and is responsible for sustainable asset management, product development, and emerging markets strategy. Before joining Macquarie, Brooks served as Vice President and Head of Investment Funds for the Overseas Priva… Read full bio

Sanaz K. Raczynski

Managing Director, Head of Sustainability, Nuveen

Sanaz is a managing director and head of sustainability for Nuveen Real Assets and Private Markets, which include investments across the farmland, timberland, agribusiness, commodities, private equity and private debt. She sets the sustainability str… Read full bio

Leela Ramnath

Director of ESG, Warburg Pincus

Leela Ramnath is Director of ESG at Warburg Pincus, a global private equity firm, where she focuses on environmental, social, and governance issues at the firm and portfolio companies. Prior to joining Warburg Pincus, she led impact and partnerships… Read full bio

Don Reed

Executive Director, Anthesis Group

An Executive Director in the Anthesis Group’s North American business, Don has 18+ years of experience helping operating companies, asset managers, and financial institutions develop and implement sustainability strategies that create business value… Read full bio

Adam Reinmann

Managing Director, CEO of Wendel North America, Wendel

Adam Reinmann is Associate Director at Wendel. He participated in setting up Wendel's office in New York. Since opening in 2013, the New York office has invested approximately $ 1 billion in North America. Before joining Wendel, Adam worked at Onex C… 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 Of… Read full bio

Jay Rose

Managing Partner, Amulet Capital Partners

Jay Rose has spent the majority of his career investing in the healthcare industry. Prior to co-founding Amulet Capital Partners, Jay was a principal with Health Evolution Partners and JLL Partners. He began his career at Goldman, Sachs & Co., wo… Read full bio

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

Ms. Rosenthal is a Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer of TowerBrook. Prior to joining TowerBrook, Ms. Rosenthal was a corporate partner in the London office of Kirkland & Ellis advising U.S. and Europ… Read full bio

David Russell 

Head of Responsible Investment, USS Investment Management Ltd 

David Russell heads the Responsible Investment (RI) Team of USS Investment Management, the fund manager for Universities Superannuation Scheme, where he has worked since 2001. USS is one of the largest pension funds in the United Kingdom, with assets… Read full bio

Jon Samuels

Partner, The Vistria Group

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

Matt Schey

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

Elizabeth Seeger

Director, Sustainable Investing, KKR

Elizabeth Seeger (Washington, D.C.) joined KKR in 2009 to help oversee the consideration of environmental, social, and governance (ESG) issues throughout KKR's investment process, including the management of KKR’s ESG-focused value creation programs… Read full bio

Jennifer Signori

Senior Vice President, ESG and Impact Investing, Neuberger Berman

Jennifer Signori, Senior Vice President, joined the firm in 2017. Jennifer is on the ESG and Impact Investing team, responsible for integrating environmental, social, and governance considerations across the investment platform and leading the develo… Read full bio

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Andrew Siwo is the Director of Sustainable Investments and Climate Solutions for New York State Common Retirement Fund. He is charged with providing leadership and oversight of sustainable investment efforts across the Fund’s $220 billion portfolio.… Read full bio

Carl Spevacek

Manager, Environmental, Social, and Governance (ESG) Services RPS Group

Carl leads the ESG Service group within RPS’s North American Due Diligence practice. He manages RPS’s North American ESG Service offerings, including strategy and policy development, due diligence work streams, and monitoring and reporting for financ… Read full bio

Megan Starr

Principal and Head of Impact, The Carlyle Group

Megan Starr is a Principal and Head of Impact for The Carlyle Group. She is based in New York. Prior to joining Carlyle, Ms. Starr was a Vice President within Goldman Sachs’ Investment Management Division, where she helped build the Environmental, So… Read full bio

Jordan Stutts

Senior Reporter, Infrastructure Investor

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

Humberto Suarez

Controller, Lafise Investment Management

Humberto Suarez is a Senior Controller & CG Officer for Lafise Investment Management (LIM)- a GP that manages Private Equity Funds investing in high growth SMEs in Central America, Panama, Dominican Republic and Colombia. He gets involved in the… Read full bio

Suzanne Tavill

Partner & Global Head of ESG, StepStone Group

Ms. Tavill is the global head of responsible investing, leading all ESG initiatives across all businesses and investment strategies at StepStone Group, a global private markets specialist overseeing more than $280B of private capital allocations, inc… Read full bio

Michael Underhill

Chief Investment Officer, Capital Innovations, LLC

Michael is the author of the acclaimed Handbook of Infrastructure Investing, has published hundreds of papers on investing and finance. Recognized for his expertise as a polymath, he is frequently asked to speak on topics such as investment policy, p… Read full bio

Julia Wittlin, CFA, CAIA, FRM

Managing Director, BlackRock Private Equity Partners

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

Jemma Wolfe

Head of Launch With GS, Goldman Sachs

Jemma Wolfe leads Launch With GS, Goldman Sachs’ $500mm commitment to invest in businesses and investment managers with diverse management teams. Through Launch With GS, Goldman Sachs aims to increase access to capital and facilitate connections for… Read full bio
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2020 Sponsors

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

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

Venue & hotel accommodations

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730 Third Ave
New York, NY 10017

Our group room block reservation at the Benjamin Hotel has ended. To book hotel accommodations at the prevailing rate visit here.

730 Third Avenue

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125 East 50th Street

The Benjamin Hotel

Pre-Event Resources

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2020 Brochure

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2020 Agenda