Fusing responsible investing with innovation

The Responsible Investment Forum series bring together the most sophisticated institutional investors, fund managers, expert advisors, and highly recognized thought leaders. Providing an opportunity to discuss developing sustainable investment strategies that can enhance returns.

The West Coast Forum is where innovation meets sustainability at the forefront of investment strategy. The focus will extend beyond conventional boundaries, exploring cutting-edge opportunities at the intersection of technology and sustainability.

From pioneering climate tech startups to revolutionary AI-driven solutions, our discussions will uncover the latest trends and insights shaping the future of responsible investing on the dynamic West Coast. The Forum will provide a comprehensive overview of the current policies and regulations in place to drive positive change and support of the state of California’s commitment to a more sustainable future.

Don’t miss your chance to connect with industry leaders, fund managers, and visionary thought leaders at this unique event.

Past attending investors include

View all sponsors

2024 Key Themes

  • Investor allocations and perspectives on sustainability considerations
  • The role of AI in ESG monitoring processes and the increasing importance of “responsible information” – a deep dive into what tech ethics looks like from an AI perspective
  • Clean tech – navigating the challenges of supply chain challenges
  • Building a coherent plan for biodiversity – practical take aways on how to incorporate nature based solutions into diligence
  • What the Scope 3 emissions California law means for the rest of the US

2023 Speakers Included:

View all speakers
View all speakers

Leading the way in responsible investment practices

Exceptional event content

Gain the latest insights and best practice from industry experts to transform your responsible investment strategies for the opportunities and challenges ahead.

Unparalleled Networking 

Collaborate with your peers and benchmark your progress. Network during breaks, interactive working sessions, and invite-only breakfasts.

Meet Leading Investors

Secure your next investment from leading institutional and private investors. Previous attendees include CalSTRS, Canadian Union of Public Employees, NYC Comptroller, HOOPP, United Church Funds and many more.

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.

 

Enquire about sponsorship

Are you an institutional investor?

A limited number of complimentary passes are available for eligible  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 be in touch to confirm your eligibility.

 

Apply now

Testimonials

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

Read full testimonial

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

Read full testimonial

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

Read full testimonial

We are excited to host the Responsible Investment Forum: San Francisco 2023 at the JW Marriott.  The JW Marriott San Francisco Union Square hotel boasts luxurious accommodations in an excellent downtown location near Market Street, the Moscone Center and upscale shopping and dining in Union Square.

 

 

 

Connect with global investors focused on the future of the market

Position your business with an authoritative content-led event portfolio focused on ESG & diversity and be recognised as a go-to solution provider for senior private markets professionals and institutional investors.

Don’t miss the opportunity to:

  • 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.
  • Discover brand opportunities to position your sustainable funds to aid capital raising to a global ESG community.

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

Enquire about sponsorship

Pre-Event Resources

2024 Agenda

The Responsible Investment Forum: West will take place on September 4-5 2024 at Crowne Plaza, Palo Alto.

For agenda information or to inquire about speaking opportunities, please contact Kitty Watson at kitty.w@pei.group

View 2024 agenda

2024 speakers coming soon

For agenda information or to inquire about speaking opportunities, please contact Kitty Watson at kitty.w@pei.group

View 2024 agenda

2023 Speakers

Nicholas Abel

Portfolio Manager, Sustainable Investments, CalSTRS

Brittany Agostino

Vice President, ESG – US Credit Lead, Ares Management

Amelia Ahl

Director of Impact, The Builders Fund

Gary Andrews

Independent

Daniela Arias

Senior Manager, ESG Advisory, Crowe LLP

Priya Prasad Bowe, CFA

Managing Director and Head of ESG, Oaktree Capital

Adriana Becerra Cid

Sustainable Investment Manager for Private Markets, Lombard Odier

Lisa Bongiovanni

Environmental Business Advisor, Bridge House Advisors

Patrick Burtis

Partner, Amadeus Capital Partners

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

Scott Chafin

Chief Commercial Officer, ENTACT

Eunice Chapon

Director of Operations and Business Development, BrightEdge/American Cancer Society

Verity Chegar

Board Member, International Sustainability Standards Board (ISSB), IFRS Foundation

Catherine Chen

Managing Director - Financial Advisor, Senior Consulting Group, RBC Wealth Management

Andrew Collins

Head of ESG and Responsible Investing, San Francisco Employees’ Retirement System (SFERS)

Teresa Cutter

Head of ESG and Impact, White Oak Global Advisors

Shu Dar Yao

Founder, Managing Partner, Lucid Capitalism LLC

Danielle Dobson

Vice President, HarbourVest

Ira Ehrenpreis

Founder, DBL Partners

Geoffrey Eisenberg

Partner, Ecosystem Integrity Fund

Geoff Eisenberg

Partner, Ecosystem Integrity Fund

Michael Eisenberg

Partner, ESG Integration & Impact Investing Lead, ERM

Peter Ellsworth

Senior Director, Ceres

Nicole Engels

Chief Growth Officer, ClimateCheck

Jennifer Flood

Sustainability, Head of North America, Investindustrial

Adam Goehner

Director, ESG, BCI

Allison Gosselin

Director, Environmental Social and Governance, Graham Partners

Mark Green

Senior Relationship Manager, US, UNPRI

Whitney Hanson

Vice President, Kohlberg & Company

Anup Jacob

Partner, Activate Capital

Danielle Jezienicki

Vice President of Sustainability, Grove Collaborative

Alan Kao

Principal and Global Director, ESG Services, Ramboll

Chris Kauffman

Partner, General Catalyst

Todd Keller

Chief Operating Officer, Marlabs

Corinna Kester

Manager, Strategic Sustainability Consulting, Ramboll

Justin Kulla

Partner of Impact Investing and Head of ESG, TZP Group

Eric Lee

Senior Vice President Company, Aligned Climate Capital

Jennifer M. Lin

Chief Compliance Officer and DEI Committee Chair, Fundamental Advisors LP

Michael Littenberg

Partner, Ropes and Gray

Melissa Lopez

Managing Director, Investments, James Irvine Foundation

Rommel A. Marseille

Managing Director, Head of North American Capital Formation, DigitalBridge

Steven Mandel

Partner, TPG Rise Climate

Jay Mason

Partner, North America M&A Lead ERM

Jan Mertens

Head of Global Revenue, Patch

Saloni Multani

Partner and Co-Head of Innovation & Expansion, Galvanize Climate Solutions

Amanda Murphy

Strategic Account Executive, EcoVadis

Johan Nordenson

Operating Partner, Value Creation and ESG, Altamont Capital

Wendy Norton

Managing Director, Norgay Partners

Stephen Petricone

Managing Director, HPS Investment Partners

Gingee Prince

Chief Impact Officer and Managing Director, Enhanced Capital

Chris Pyke

Chief Innovation Officer, GRESB

Mohammad Rasouli

AI expert for Investment, Stanford University

Mandira Reddy

Director for Impact and Investments, Capricorn Investment Group

Amanda Rohrer

Senior Associate, Blackhorn Ventures

Will Relle

Director, ESG, HarbourVest

Isela Rosales

Managing Director, Head of ESG and Sustainability, Bridge Investment Group

Leola Ross

Deputy CIO and Head of ESG, Seattle City Employees’ Retirement System

Jenny Roy

Vice President Marketing, Patch

Snehal Shah

Reporter, New Private Markets, PEI Group

Topaz Simply

Head of ESG, GI Partners

Suzanne Spradley

SVP, Chief Compliance Officer & Associate General Counsel, NFP

Di Tang

Senior Investment Director, Cambridge Associates

Angela M. Ty

Partner, KPMG

Monica Varman

Partner, G2 Venture Partners

Carin Watson

Chief of Staff, Lead of Responsible Innovation, General Catalyst

Zoe Weinberg

Founder & Managing Partner, ex/ante

Paul Yett

Director of ESG and Sustainability, Hamilton Lane

Danny Zouber

Managing Director, North Sky Capital

Institutional Investors at the Responsible Investment Forum: West 2024

The Responsible Investment Forum: West  provides a leading platform for institutional investors, and allocators investing in sustainable investment in private equity, to gather.

Join over 200 institutional investors and fund managers to debate the latest trends and key themes.

A limited number of complimentary passes are available for responsible investment LPs and institutional investors. 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.

Apply today

What to expect at the forum?

Meet with the best and biggest impact funds globally
Network and arrange one-to-one meetings with leading institutional investors and benchmark your progress. Previous attending investors include CalSTRS, Canadian Union of Public Employees, NYC Comptroller, Seattle City Employees Retirement System, United Church Funds and many more

Network with your peers and other institutional investors
Build your network, understand their strategies, challenges and allocation approach to responsible investment

Get insight on the latest innovations and trends in responsible investment
Take advantage of expert insights from our leading speakers 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.

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 below and a member of our team will follow up with you to secure your pass.

Apply for a complimentary pass

Network with the North American responsible investment industry

In a brand new venue in Palo Alto, join 200+ attendees this September 4-5 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.

View past attendee list

The in-person networking experience

Meet investors with a focus on ESG

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

Network in-person once again

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

Build new connections at the forum

Past investors include CalSTRS, Canadian Union of Public Employees, NYC Comptroller, Seattle City Employees Retirement System, United Church Funds, and many more.

Connect with responsible investment professionals

ACORE Capital
American Student Assistance
Ares
Bloomberg
California Public Employees Retirement System
CalSTRS
Cambridge Associates
Canadian Union of Public Employees
Hamilton Lane
Healthcare of Ontario Pension Plan
InvestIndustrial
Lombard Odier Asset Management
Malk Partners
NYC Comptroller
PSP Investments
QIC
San Francisco Employees' Retirement System
SER Capital Partners
Silver Lake
United Church Funds
World Bank Group

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 we…

Read full testimonial

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

Read full testimonial

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

Read full testimonial