Thriving in the rapidly evolving US sustainable finance landscape

Responsible Investor USA 2022 is the 14th annual conference focusing on sustainable business and finance issues in North America. This year, we are back in person in New York to discuss sustainable finance developments and industry best practices.

Gain insights from those leading the sustainable finance drive in the US on topical ESG themes including regulation, human rights, biodiversity, net zero, and more.

Join over 400 top-level sustainable finance and ESG investment professionals for two days of networking at the must-attend event to learn, share, and debate ESG opportunities and challenges.

Reasons to attend

Get real insight into the industry

RI USA’s program gets straight to the point on what sustainability means for business and investment in the real world. We ask the right questions and deliver the answers.

Build a long-lasting network

Our event attracts stakeholders from across the sustainable finance industry. Network in-person at our workshops, panels, private breakfasts, debates, and evening drinks reception.

Meet institutional investors

Hear from investors honing their sustainable finance strategy and creating real impact. Past investor speakers include CalPERS, CalSTRS, Chicago Teacher’s Pension Fund,
Seattle City Employees’ Retirement System, Caisse de Dépôt et Placement du Québec (CDPQ), Office of the New York City Comptroller, and many more.

Connect with responsible investment investors

African Development Bank
AGF Investments
AIMCo
Alberta Investment Management Corporation
Allegra Wealth
Allianz Global Investors
Allstate Investments
Alphinity investments
AMP Capital
Aon
Atlantic Bank
Aviva Canada
AXA Investment Managers
Axia Real Assets
Baillie Gifford
Banister & Company
Bank of America
Bank of Canada
Banque Nationale Investissements
BC Pension Corp
BCI
BentallGreenOak
BHP Foundation
BlackRock
BlueOrchard
BMO
BMO Global Asset Management
BNP Paribas
British Columbia Investment Management Corporation (BCI)
Brookfield
Brookfield Asset Management Inc.
Brookfield Properties
BTG Pactual
CalPERS
Canada Climate Law Initiative
Canada Life
Canada Post Corporation Pension Plan
Canadian Institute for Climate Choices
Capstone Infrastructure
CDPQ

Speakers include:

Key themes

•  Acclimating to SEC disclosure: What are the implications and risks of ESG reporting for asset managers and asset owners?

•  Increasing demand for ESG data: What are the best practices for ESG measurement and management?

•  Operationalizing net-zero commitments: What role will new technologies, renewables, and carbon offsets play in the transition to net-zero?

•  The role of politics in sustainable finance: How will net-zero agendas and targets evolve with political fluctuations?

•  Managing physical and transition risk: How can investors quantify, manage and adapt to growing climate-related risks to assets and portfolios?

•  Navigating global regulatory differences: How will the regulatory landscape evolve amidst standardization debates?

•  Hydrogen, carbon capture, electrification, natural capital and beyond: What are the best sustainable investment opportunities today and what are key barriers to scale for emerging climate solutions?

Coming soon...

View the speakers

For more information on speaking in 2022, please contact Alistair Drennan.

alistair.d@peimedia.com | +44 (0)20 3307 2474

Julie Abrams

Senior Director, Investment Origination, NatureVest, The Nature Conservancy

Julie leads NatureVest’s Origination team, with responsibility for strategy and overseeing the team’s work in sourcing, structuring, and executing impact investments to achieve a goal of global financial markets that value and integrate natural capit… Read full bio

Rick Alexander

CEO, The Shareholder Commons

Rick is the CEO of The Shareholder Commons, a non-profit organization that advocates on behalf of diversified shareholders. Rick practiced law for 30 years at a leading Wilmington-based firm, including four years as managing partner. During that time… Read full bio

Faheen Allibhoy

Head of J.P. Morgan’s Development Finance Institution (DFI), J. P. Morgan

Faheen Allibhoy heads the JP Morgan Development Finance Institution, launched in January 2020 to spur investment supporting economic development in emerging markets. The JPM DFI aims to increase the origination and distribution of assets with develop… Read full bio

Shelley Alpern

Director of Corporate Engagement, Rhia Ventures

Shelley Alpern has been a leading shareholder advocate in the field of sustainable investing for nearly three decades. As Director of Corporate Engagement at Rhia Ventures, she leads a shareholder initiative to encourage leading corporations to provi… Read full bio

Nick Autiello

Director of Impact, Investor Leadership Network (ILN)

Nick Autiello is the Director of Impact at the Investor Leadership Network, an initiative of the G7 to help major global asset owners overcome challenges to financing the Sustainable Development Goals and achieving the Paris Agreement on Climate Chan… Read full bio

Amit Bando

Chief Economist and Senior Advisor for Just and Inclusive Economics, Ceres

During a career spanning three decades, Amit Bando has conducted economic analyses and business case assessments while leading global initiatives on clean energy and climate change, green finance, water security, forestry/natural resource and land us… Read full bio

Florian Berg

Research Scientist, MIT Sloan School of Management

Florian is currently a research scientist at the MIT Sloan School of Management where he cofounded the Aggregate Confusion Project. His research interest covers sustainable investing with a focus on ESG ratings, the disagreement between different rat… Read full bio

David Bennell

Strategic Partner, Brimstone Consulting Group

David Bennell is a leading ESG and Sustainability management professional with 25 years of experience with corporations and investors, as well as many of the world’s top NGOs and philanthropic foundations. He is an investor and limited partner in a d… Read full bio

Corinne Boone

Group Head, Americas, AirCarbon

Corinne Boone is a climate market pioneer with a focus on carbon finance and ESG. She has over 30 years of experience in the business of sustainability and has worked extensively in the mining and metals, energy, and financial services sectors. Corin… Read full bio

Lisa Bozzelli

Senior Director, Multifamily Capital Markets, Fannie Mae

Lisa Bozzelli is the Director on the Fannie Mae Multifamily Capital Markets Trading Desk. In this role, she manages the trading desk and is responsible for all primary and secondary trading, structuring, new issuance and marketing of Agency CMBS (Fan… Read full bio

Carter Brandon

Senior Fellow, World Resources Institute (WRI)

Carter Brandon is a Senior Fellow at World Resources Institute, where he leads work on the economics and finance of climate change adaptation and the economics of natural capital. His primary interests are understanding the macroeconomic and financia… Read full bio

Vonda Brunsting

Program Manager, The Just Transition Project, Initiative for Responsible Investment, Harvard Kennedy School

Vonda is the Program Manager for The Just Transition Project. Before joining the IRI, she was the Director of the Capital Stewardship Program at Service Employees International Union (SEIU), which was created to engage the capital markets and financi… Read full bio

Sarah Bryner

Director of Research and Strategy, OpenSecrets

Sarah Bryner joined the Center for Responsive Politics in 2011 and is responsible for overseeing the Center's data analysis and research collaborations. Previously, she was CRP's lobbying and revolving door researcher. Prior to joining OpenSecrets, S… Read full bio

Tony Campos

Head of Sustainable Investment, Americas, FTSE Russell, An LSEG Business

Tony leads the SI business and product development in the Americas region, working closely with FTSE Russell’s asset manager and asset owner clients. Tony joined the company in 2004 and prior to his current role managed the global ESG research and en… Read full bio

Christa Clapp

Co-Founder and Managing Partner, CICERO Shades of Green

Christa Clapp is a co-founder and Managing Partner of CICERO Shades of Green Ltd., a global leader in green ratings for bonds and other financial products, and a subsidiary of the climate research institute CICERO. She previously was the research dir… Read full bio

Lisa Cox

Director, Christian Brothers Investment Services (CBIS)

Lisa is a human rights lawyer with over 25 years of experience working on rule of law and access to justice issues. During that time, she has worked with companies and communities worldwide to prevent human trafficking, promote equality and respect f… Read full bio

Bob Dannhauser

Senior Advisor, Shift Project

Bob Dannhauser is a Senior Advisor with Shift, a New York based mission-oriented non-profit organization that is a leading center of expertise on the UN Guiding Principles on Business and Human Rights. Bob focuses on helping investors to systematical… Read full bio

Colleen Davis

State Treasurer, State of Delaware

Colleen C. Davis was elected State Treasurer in November of 2018. In her capacity as State Treasurer, Colleen oversees the entirety of the State’s cash and investment portfolios, helps tens of thousands of State Employees save for retirement through… Read full bio

Sofía De La Parra

ESG Analyst, FAIRR Initiative

Sofía De La Parra is a Senior ESG Analyst at the FAIRR Initiative, where she leads the Sustainable Proteins collaborative engagement supported by 84 investors with almost $23 trillion of AUM. She is responsible for facilitating engagement dialogues,… Read full bio

Pratima Divgi

Head of Capital Markets, CDP North America

Pratima Divgi is the Head of Capital Markets, CDP North America. In her role, she leads engagement with the financial sector to measure and manage their climate and environmental impact, guiding them toward more sustainable practices. Previously, Pra… Read full bio

Anita Dorett

Director, Interfaith Center on Corporate Responsibility, Investor Alliance for Human Rights

Anita Dorett, is the Director of the Investor Alliance for Human Rights, a collective action platform for responsible investment that is grounded in respect for people’s fundamental rights. The Investor Alliance for Human Rights is an initiative of t… Read full bio

Margaret Dorn

Senior Director, Head of ESG Indices, North America, S&P DJI

Maggie is Senior Director and Head of Environmental, Social, and Governance (ESG) Indices, North America at S&P Dow Jones Indices (S&P DJI). In her role, she assists in the strategy for developing ESG indices for the North American market, fr… Read full bio

Hugo Dubourg

Co-Head of ESG Research – EMEA Equity, J. P. Morgan Bank

Hugo Dubourg is Co-Head of ESG Research – EMEA Equity, a role he has held since February 2020. Hugo has worked in corporate governance and sustainability for ten years, with previous roles include Research Analyst at Exane, Corporate Government Analy… Read full bio

Jessie Duncan

Program Officer, The Tipping Point Fund

Jessie Duncan is Lead Program Officer for the Tipping Point Fund on Impact Investing (TPF), a donor collaborative which works to promote the growth of the impact and ESG investing markets. She oversees strategy, operations, and grantmaking for the Fu… Read full bio

Robert Eccles

Professor, Saïd Business School - University of Oxford

Robert is the world's foremost expert on integrated reporting and a leader on how companies and investors can create sustainable strategies. He was previously a tenured Professor and Professor of Management Practice at Harvard Business School. He is… Read full bio

Michaela Edwards

Partner, Capricorn Investment Group and the Sustainable Investment Fund

Michaela Edwards is a Partner at Capricorn Investment Group, one of the largest mission-aligned investment firms in the world. Prior to joining Capricorn in 2019, she spent nine years as a Senior Portfolio Manager with Norges Bank Investment Manageme… Read full bio

Lisa Eichler

Managing Director Climate & ESG Solutions, Ortec Finance

Lisa Eichler, Managing Director Climate & ESG Solutions at Ortec Finance, dedicating her efforts to mainstreaming climate change and broader sustainability topics across the investment decision process by integrating scientific data and methodolo… Read full bio

Paul Ellis

Host, Sustainable Finance Podcast

Paul is a nationally recognized expert on sustainable investing, and the host of the popular Sustainable Finance Podcast, a weekly program featuring conversations with thought leaders in the field. Paul is a sought after moderator and speaker for pan… Read full bio

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

Lucy Fitzgeorge-Parker began her career as a banker before moving into journalism in 2003. She took over as editor of Responsible Investor in April after leaving Euromoney, where she worked for 13 years covering emerging markets and sustainable finan… Read full bio

Bennett Freeman

Associate Fellow and Former Senior Vice President, Chatham House, Calvert Investments

Over the last two decades of a four-decade career, Bennett Freeman has been an innovative leader in the responsible business and investment arenas. He is an Associate Fellow in the Chatham House International Law Programme, Chair of the Advisory Boar… Read full bio

Ivan Frishberg

Chief Sustainability Officer, Amalgamated Bank

Ivan Frishberg is the Chief Sustainability Officer at Amalgamated Bank where he leads the firm’s work on Corporate Social Responsibility and ESG integration. As a commercial banker, Ivan has been instrumental in rallying bank sector commitments to co… Read full bio

Danielle Fugere

President & Chief Counsel, As You Sow

Danielle Fugere, President & Chief Counsel, leads As You Sow’s program teams in creating lasting social and environmental change through shareholder advocacy and legal initiatives. She brings an in-depth knowledge of clean energy, sustainability,… Read full bio

Sonia Gibbs

Board Member / Managing Director and Head of Sustainable Finance, ICVCM / Institute of International Finance

Sonja leads the IIF’s work on sustainable finance and sovereign debt policy, focusing on research and advocacy for the Institute’s global membership across the financial services industry. Her research interests include the economic impact and financ… Read full bio

Julia Giguere-Morello

Executive Director and Head of Americas Core ESG and Climate Research, MSCI

Julia Morello is an Executive Director and Head of Americas and EMEA ESG Ratings at MSCI, with responsibility for research quality and content strategy. She has authored numerous insights in the healthcare sector for asset owners and asset managers s… Read full bio

Carlos Portugal Gouvêa

Associate Professor / Visiting Professor, University of Sao Paulo Law School / Harvard Law School

Carlos Portugal Gouvêa is an Associate Professor at the University of São Paulo Law School (USP) in Brazil, where he also leads the Asian Legal Studies Center (CELA), the Law and Poverty Group (GDP), the Indigenous Rights Research Group (DPI), and th… Read full bio

Pedro Guazo

Representative of the Secretary-General for the investment of assets, United Nations Joint Staff Pension Fund

Mr. Pedro Antonio Guazo Alonso was appointed the Representative of the Secretary-General for the investment of the assets of the UNJSPF on 29 July 2020. Mr. Guazo was the Finance Director at the United Nations in New York for almost eight years. He m… Read full bio

Dean Hand

Chief Research Officer, The Global Impact Investing Network (GIIN)

Dean Hand is the Chief Research Officer for the GIIN. She is responsible for developing and guiding the GIIN’s research agenda. Dean joins the GIIN with 10 years of specific impact investing experience within emerging market asset management focusing… Read full bio

Lydia Harvey

Executive Director, ESG Specialist, J.P. Morgan Chase

Lydia joined the J.P. Morgan Global Index Research Group in 2020 as a senior ESG specialist. She brings eight years of experience working with UK financial institutions to integrate ESG, focusing predominantly on risk management and product developme… Read full bio

Jean-Xavier Hecker

Co-Head of ESG Research – EMEA, J.P. Morgan

Co-Head of ESG & Sustainability Research – EMEA equity at J.P. Morgan Since Feb 2020, Jean-Xavier serves as Co-Head of ESG & Sustainability Research within J.P. Morgan EMEA Equity Research team. Jean-Xavier has spent his entire career in the… Read full bio

Hana Heineken

Senior Attorney, Climate Financial Strategies, Center for International Environmental Law (CIEL)

Hana Heineken (she/her) is a Senior Attorney at the Center for International Environmental Law. Her work focuses primarily on holding financial institutions accountable for their climate impacts. Prior to joining CIEL, Hana was a Senior Campaigner on… Read full bio

Dr Richard Hewson

Director – Climate, Nature & Resilience Practice, Verisk Maplecroft

Richard is a Director of Verisk Maplecroft’s Climate, Nature and Resilience practice. He has almost two decades of experience supporting multinational companies, investors and government agencies assess and manage a range of ESG issues, including ris… Read full bio

Samantha Hill

Managing Director, Sustainable Investing, CPP Investments

Samantha Hill is a senior leader in CPPIB's Sustainable Investing team, where she oversees global activities to consider material environmental, social and governance (ESG) matters in engagements with public and private companies and leads the team’s… Read full bio

Andrew Howell

Director of Investor Influence, Environmental Defense Fund (EDF)

Andrew Howell is Director of Investor Influence at EDF, where he is responsible for engaging with the investor community to help accelerate the energy transition. He works on a range of sectors including oil & gas, petrochemicals, transportation… Read full bio

Mike Ilardi

Director of Business Development at The Climate Service, now a part of S&P Global

Mike is a climate risk specialist with a background in climate tech, sustainable investing, and corporate advisory. At The Climate Service, now a part of S&P Global Sustainable1, he works with financial institutions to help integrate climate risk… Read full bio

Matthew Illian

Director of Responsible Investing, United Church Funds

Matthew Illian is Director of Responsible Investing at United Church Funds which is associated with the United Church of Christ. In this position Matthew oversees social and environmental shareholder advocacy work, proxy voting and investment screens… Read full bio

Carly Jacobs

Senior Specialist, Stewardship, UNPRI

Carly Jacobs (née Greenberg) works within the Stewardship Team at the UN supported Principles for Responsible Investment (PRI) as a Senior Specialist for Active Ownership 2.0. She joined PRI in 2021 as a relationship manager for US signatories. Direc… Read full bio

Dave Jones

Director, Climate Risk Initiative, UC Berkeley School of Law's Center for Law, Energy & the Environment

Dave Jones is the Director of the Climate Risk Initiative at UC Berkeley’s Center for Law, Energy and the Environment (CLEE) and a Senior Fellow at The ClimateWorks Foundation. Dave Jones served two terms as California’s Insurance Commissioner from 2… Read full bio

Sam Jones

President and Co-Founder, Heartland Initiative

Sam Jones is president and co-founder of Heartland Initiative, where he leads the organization's programs to assess and address human rights risks associated with business activities in conflict-affected and high-risk areas (CAHRA). He specializes in… Read full bio

Annie Chor Joyce

Managing Director, Head of ESG, US, Amundi US

Annie Chor Joyce is a Managing Director, Head of ESG for Amundi US. She is responsible for the ESG strategy for the US market and US ESG expertise exported to overseas markets. Joyce has a decade and a half of experience in the financial markets and… Read full bio

Mirtha Kastrapeli

Sector Head for Consumer in Corporate Ratings, ISS ESG

Mirtha Kastrapeli is Executive Director at ISS ESG and Sector Head for Consumer in Corporate Ratings. Mirtha is an accomplished sustainable investment leader with a track record in developing cutting-edge research in the ESG space. She is also a Fell… Read full bio

Diana Kearney

Senior Legal and Shareholder Advocacy Advisor, Oxfam America

Diana Kearney is Senior Legal and Shareholder Advocacy Advisor at Oxfam America, where she leads the organization’s shareholder proposal activities across the pharmaceutical, agribusiness, tech and extractive sectors. She also supports Oxfam’s engage… Read full bio

Jay L. Koh

Managing Director, The Lightsmith Group

Lightsmith is the first private equity firm to invest in resilience to climate change. Mr. Koh has over 20 years of experience in private equity and sustainable investment. Prior to Lightsmith, Mr. Koh held senior investment roles at Siguler Guff, R3… Read full bio

Cary Krosinsky

Co-Founder, Sustainable Finance Institute

A leading educator, author and senior advisor on sustainable finance, Cary Krosinsky teaches popular ongoing classes on the subject at Brown, NYU and Yale. He was a member of the NY State Common Decarbonization Advisory Panel appointed by Comptroller… Read full bio

Caroline Laberge

Director Sustainable Investing, CDPQ

Caroline Laberge is Director, Sustainable Investing at CDPQ. The group ensures that environmental, social and governance (ESG) matters are considered throughout the investment process. She is responsible for the exercise of voting rights and collabor… Read full bio

Keri Larkin

Founding Member, Greater Share

Keri Larkin is a member of the founding team of Greater Share, a new philanthropic investment model designed to support systemic change in education around the world. As a global expert in Social Impact Education, she has served as COO from the early… Read full bio

Martina Macpherson

Head of ESG Product Management, SIX Group

Martina is Head of ESG Product Management Financial Information for SIX – the Exchange Group that operates the Swiss and Spanish Stock Exchanges. She is a senior financial services strategy, product and engagement expert and board member, with a deep… Read full bio

Shahnawaz Malik

Head of ESG, CFA, Long-Term Stock Exchange, CFA

Shahnawaz Malik is the ‘Head of Sustainable Investment Strategies’ at the Long-Term Stock Exchange (LTSE), an SEC-registered national securities exchange built for companies and investors who share a long-term vision. Shahnawaz leads the company's fo… Read full bio

Patience Marime-Ball

Founder & CEO, Women of the World Endowment

Patience Marime-Ball has dedicated her career to finding ways to use the levers of finance to create a more equal world. A seasoned investor, she has worked alongside investment leaders across the globe to catalyze investment in undercapitalized comm… Read full bio

Aeisha Mastagni

Portfolio Manager, Sustainable Investment & Stewardship Strategies, CalSTRS

Aeisha Mastagni is a Portfolio Manager within the Sustainable Investment & Stewardship Strategies Unit of the California State Teachers’ Retirement System (CalSTRS), the nation’s largest teacher retirement fund. She is responsible for working wit… Read full bio

Bertrand de Mazieres

Director General for Finance, European Investment Bank

After earning degrees in business (Ecole des Hautes Etudes Commerciales 1978) and in law (Université de Paris 1979), Bertrand de Mazières joined the French Treasury on graduating from l’Ecole Nationale d’Administration in 1982. He was Financial Attac… Read full bio

Gianna McCarthy

Director of Corporate Governance, New York State Office of the Comptroller

Gianna McCarthy is Director of Corporate Governance of the over $ 279 billion New York State Common Retirement Fund. She has spent her career promoting investor interests and long-termism in the Congress, in the Courts, at the SEC and at individual c… Read full bio

Michelle McCulloch

Head of ESG Ratings Americas, Sustainable Fitch

Michelle is Senior Director, Head of ESG Ratings, Americas at Sustainable Fitch. Previously, Michelle led two separate research teams within Research Products at Sustainalytics. She has been a sector manager leading both the Financials research team… Read full bio

Ryan McQueeney

Analyst, Sustainable Investment Stewardship, Wespath Benefits and Investments

As a sustainable investment stewardship analyst, Ryan supports the investment stewardship and engagement activities of Wespath and its subsidiaries, including pursuing opportunities that align with sustainable business practices and long-term investo… Read full bio

Campbell Moore

Carbon Markets Managing Director, The Nature Conservancy

Cam has worked on Natural Climate Solutions and conservation from Central Africa to the Central Appalachians. As TNC’s Carbon Markets Strategy Lead, he works with a global team to ensure integrity in nature based carbon market projects and to impleme… Read full bio

Mona Naqvi

Global Head of Capital Markets Strategy, S&P Global Sustainable1

Mona is Global Head of ESG Capital Markets Strategy for S&P Global Sustainable1. Previously, Mona was Senior Director, Head of Environmental, Social, and Governance (ESG) Product Strategy, North America at S&P Dow Jones Indices (S&P DJI).… Read full bio

Grish Narula

Head of Climate Transition Finance, ICE

Girish Narula is Head of Climate Transition Finance at ICE. Girish came to ICE through its recent acquisition of Urgentem, a start up in climate analytics, where he was the CEO. Girish has a keen interest in building solutions and products that enabl… Read full bio

Andrew Neidhardt

Assistant Counsel, Office of the New York State Comptroller

Andrew Neidhardt is Assistant Counsel for Securities Litigation and Corporate Governance for the New York State Common Retirement Fund. In that capacity, he has actively supervised prosecution of the Wynn Resorts and Boeing shareholder derivative cas… Read full bio

Cristian Norambuena

Director, Private Equity, Tikehau Capital

Cristian Norambuena is a Director at Tikehau Capital’s Private Equity team in North America, focusing on energy transition and decarbonization sectors. Prior to joining Tikehau, Mr. Norambuena worked as a Senior Investment Officer at New York City Co… Read full bio

Patrick O’Connell

EMIA's Chair of Private Sector Programs, Emerging Markets Investors Alliance

Patrick O'Connell is the Executive Fellow and Chair of Private Sector Programs at the Emerging Markets Investors Alliance. O’Connell is also a Senior Vice President and Director of Fixed Income Responsible Investing Research at Alliance Bernstein. In… Read full bio

Isedua Oribhabor

Business and Human Rights Lead, Access Now

Isedua Oribhabor is the Business and Human Rights Lead at Access Now, a global NGO working to defend and extend the digital rights of users at risk. Her work focuses on corporate accountability for human rights in the digital age. As BHR Lead, Isedua… Read full bio

Marcus Painter, Ph.D

Assistant Professor of Finance, Richard A. Chaifetz School of Business, Saint Louis University

Marcus Painter is an assistant professor of finance in the Chaifetz School of Business and a fellow of the Research Institute at Saint Louis University. His research uses novel sources of data such as satellite imagery and geospatial foot traffic to… Read full bio

Eric Pedersen

Head of Responsible Investments, Nordea

Eric Pedersen is the Head of Responsible Investments at Nordea Asset Management. Eric is a member of the Advisory Board for the Boston University Impact Measurement & Allocation Program (IMAP)), and was a member of the Finance Denmark Forum for S… Read full bio

Nicholas Pfaff

Deputy CEO and Head of Sustainable Finance, International Capital Market Association

Nicholas Pfaff is a Deputy Chief Executive and at the Head of Sustainable Finance at the International Capital Market Association (ICMA). He is the Secretary of the Green, Social, Sustainability and Sustainability-linked Bond Principles and a member… Read full bio

Curtis Ravenel

Founding Member / Senior Advisor, FSB TCFD Secretariat / Glasgow Financial Alliance for Net Zero (GFANZ)

Curtis Ravenel is a Senior Advisor to the co-chairs and Vice Chair of the Glasgow Financial Alliance for Net Zero (GFANZ) and a founding member of the Secretariat for the Financial Stability Board’s Task Force on Climate-related Financial Disclosures… Read full bio

Tobias Read

State Treasurer, State of Oregon

Tobias Read understands that financial empowerment, wise investments, and sound management are foundational to the quality of life and economic opportunities for Oregonians, and key for the long-term vitality of our state. Elected Oregon’s 29th State… Read full bio

Heike Reichelt

Head of Investor Relations and Sustainable Finance, World Bank

Heike Reichelt is Head of Investor Relations and Sustainable Finance at the World Bank Treasury. The World Bank Treasury manages the funding programs for the World Bank (International Bank for Reconstruction and Development, IBRD), the International… Read full bio

Lindsay Ross

Product Specialist, Moody’s

Lindsay is the Climate Product Specialist Global Lead for Moody’s ESG Solutions. She manages a global team of climate change subject matter experts who work closely with diverse clients from across the financial system, including asset managers, asse… Read full bio

Steven Rothstein

Managing Director, Ceres Accelerator for Sustainable Capital Markets, Ceres

Steven M. Rothstein is the founding Managing Director of the Ceres Accelerator for Sustainable Capital Markets. Ceres Accelerator aims to transform the practices and policies that govern capital markets in order to accelerate reduction of the worst f… Read full bio

Jan Rydzak

Company and Investor Engagement Manager, Ranking Digital Rights

Dr. Jan Rydzak is the Company and Investor Engagement Manager at Ranking Digital Rights (RDR), a human rights program at New America benchmarking tech companies and telcos on freedom of expression and privacy issues. He coordinates initiatives that a… Read full bio

Rob Schuwerk

Executive Director, North America, Carbon Tracker

Rob Schuwerk is Executive Director of Carbon Tracker’s North American office. Rob leads Carbon Tracker’s outreach and data provision to the Climate Action 100+ Initiative, as well as its work with securities market regulators and accounting standard… Read full bio
Elizabeth Seeger

Elizabeth Seeger

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

Elizabeth Seeger was appointed as a full-time member of the International Sustainability Standards Board (ISSB) in July 2022, effective November 2022. Ms Seeger has over 20 years’ experience of standard-setting, investment and working on sustainabili… Read full bio

Fran Seegull

Executive Director, U.S. Impact Investing Alliance

Fran Seegull is President of the U.S. Impact Investing Alliance, which works to increase awareness of impact investing in the United States, foster deployment of impact capital across asset classes globally, and partner with stakeholders, including g… Read full bio

Ruth Shaber MD

President & Founder, Tara Health Foundation

Ruth Shaber is the founder and president of the Tara Health Foundation, a nonprofit organization that promotes and invests in programs aimed at health, well-being, and opportunities for women and girls. She is also the co-founder and board chair of R… Read full bio

Stacy Swann

CEO & Founding Partner, CFA, Climate Finance Advisors

Stacy Swann is the CEO and Founding Partner of Climate Finance Advisors, a benefit LLC based in Washington, DC, and has more than twenty-five years’ experience in project finance, investment, climate change, and sustainability. Her executive experien… Read full bio

Bruce Simpson

Senior Advisor ESG, Multiple Firms

Bruce Simpson is a global leader on ESG/Purpose, helping companies deliver superior long term shareholder returns and positive societal impact, through their core business. Bruce retired from McKinsey as a Senior Partner in early 2021 after a 33 year… Read full bio

Jérôme Tagger

CEO, Preventable Surprises

Jerome is the CEO of Preventable Surprises, a think tank sparking difficult conversations about responsible finance. He was a founding COO of the Principles for Responsible Investment, an executive at the Global Impact Investing Network, head of rese… Read full bio

Julie Tanner

Managing Director - Socially Responsible Investing, Christian Brothers Investment Services (CBIS)

Ms. Tanner is responsible for the development and implementation of the responsible investing strategy at Christian Brothers Investment Services, which provides investment services for more than 600 Catholic institutions worldwide. She directs the te… Read full bio
Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Diversity, Equity, and Inclusion Officer, CalPERS

Marlene Timberlake D'Adamo joined the CalPERS executive team in April 2016 as our chief compliance officer, responsible for all aspects of the Enterprise Compliance Division. She brings more than 25 years of finance and investment experience to her r… Read full bio

Bella Tonkonogy

Director, Climate Policy Initiative

Bella Tonkonogy is U.S. Director at Climate Policy Initiative, an analysis and advisory international non-profit organization working at the nexus of finance and policy for climate change. She oversees research and new initiatives across CPI’s climat… Read full bio

Anna Totdahl

Investment Officer - ESG & Sustainability, Oregon State Treasury

Anna Totdahl is the Investment Officer focused on identifying potential ESG-related risks embedded in the portfolio - working collaboratively with industry organizations, data providers, and asset managers. Anna joined the Oregon State Treasury in 20… Read full bio

Liesel Van Ast

Manager, United Nations Environment Programme Finance Initiative (UNEP FI)

Liesel van Ast joined UNEP Finance Initiative as Signatory Relations Manager in July 2016. Liesel is responsible for member relations, including regional coordination for capacity building. She oversees UNEP FI’s training programme and supports the d… Read full bio

Paul Verney

Senior Reporter, Responsible Investor

Paul joined RI’s editorial team in 2017 and has developed a particular interest in shareholder engagement and ESG voting. His journalistic beat also includes developments in the banking sector around sustainability. Paul holds a Master’s degree in Ph… Read full bio

Bhavika Vyas

Managing Director, Stepstone

Ms. Vyas is a member of the responsible investing team at StepStone, with a focus on impact investing. She is also involved in the Firm’s responsible investing initiative. Prior to StepStone, Ms. Vyas was a managing director at East Rock Capital, a m… Read full bio

Heidi Welsh

Founding Executive Director, Sustainable Investments Institute (Si2)

Heidi Welsh, executive director of the Sustainable Investments Institute (Si2), has analyzed corporate responsibility since 1987. Si2 is supported mainly by subscriptions from large institutional investors. Starting at the Investor Responsibility Res… Read full bio

Franca Wolf

Senior Analyst, Corporate Risk Analytics, Verisk Maplecroft

Franca Wolf is a Senior Analyst in Verisk Maplecroft’s Markets team, where she is responsible for research and analytics relevant to equities and corporate debt investments. Franca works closely with institutional investors and global banks to suppor… Read full bio

Kristina Wyatt

Deputy GC, SVP Global Regulatory Climate Disclosure / Former Sr. Counsel for Climate and ESG, Persefoni / U.S. Securities and Exchange Commission (SEC)

Kristina is Persefoni’s Deputy GC and SVP of Global Climate Reporting. She joined Persefoni from the Securities and Exchange Commission where she was Sr. Counsel to the Director of the Division of Corporation Finance, focused on climate and ESG. Befo… Read full bio

Josh Zinner

Chief Executive Officer, Interfaith Center on Corporate Responsibility

As ICCR’s Chief Executive Officer since January 2016, Josh Zinner oversees programs and operations for the organization, and is the lead external organizational representative. Josh has more than 25 years’ experience as a non-profit leader, coalition… Read full bio

View the 2022 agenda

The Responsible Investor USA conference will take place on 6-7 December 2022, all timings are in Eastern Standard Time (UTC-5).

For more information on the agenda, please contact Alistair Drennan.

alistair.d@peimedia.com | +44 (0)20 3307 2474

Download the final agenda

Day 1 Day 2
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Agenda

RI USA 2022 - Tuesday 6th

Day one – Tuesday 6th December
08:00 - 08:50

Registration

Plenary
08:50 - 09:00

Welcome remarks from Responsible Investor

Lucy Fitzgeorge-Parker

Lucy Fitzgeorge-Parker, Editor, Responsible Investor

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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09:00 - 09:30

Keynote Address: Navigating the Evolving ESG Landscape

Faheen Allibhoy

Faheen Allibhoy, Managing Diretor & Head of J.P. Morgan’s Development Finance Institution (DFI), J.P. Morgan

A speaker photo for Faheen  Allibhoy

Faheen Allibhoy

Head of J.P. Morgan’s Development Finance Institution (DFI), J. P. Morgan

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09:30 - 10:20

Towards net zero: Marking the finance industry’s scorecard

Lucy Fitzgeorge-Parker, Pedro Guazo, Andrew Howell, Mona Naqvi, Lindsay Ross
  • Two years on from the first net zero pledges, is implementation matching expectations?
  • Which parts of the financial sector are emerging as leaders and laggards on net zero?
  • Is sufficient progress being made on setting near-term targets?
  • Is there a danger that net zero commitments prevent necessary funding of company transitions and the retirement of dirty assets?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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A speaker photo for Pedro Guazo

Pedro Guazo

Representative of the Secretary-General for the investment of assets, United Nations Joint Staff Pension Fund

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A speaker photo for Andrew Howell

Andrew Howell

Director of Investor Influence, Environmental Defense Fund (EDF)

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A speaker photo for Mona  Naqvi

Mona Naqvi

Global Head of Capital Markets Strategy, S&P Global Sustainable1

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A speaker photo for Lindsay Ross

Lindsay Ross

Product Specialist, Moody’s

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10:20 - 11:10

Navigating the political backlash against ESG

Steven Rothstein, Colleen Davis, Robert Eccles , Tobias Read, Josh Zinner
  • How big a threat is the anti-ESG backlash to progress in the US?
  • Can ESG become a non-partisan topic? If so, how and where is the common ground?
  • Has the Inflation Reduction Act helped to shift the political debate on climate?
  • Given the politicization of ESG, should corporate political influence – particularly at the state level – come under greater scrutiny by investors?

Moderator: Steven Rothstein, Managing Director, Ceres Accelerator for Sustainable Capital Markets, Ceres

 

A speaker photo for Steven Rothstein

Steven Rothstein

Managing Director, Ceres Accelerator for Sustainable Capital Markets, Ceres

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A speaker photo for Colleen  Davis

Colleen Davis

State Treasurer, State of Delaware

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A speaker photo for Robert Eccles

Robert Eccles

Professor, Saïd Business School - University of Oxford

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A speaker photo for Tobias Read

Tobias Read

State Treasurer, State of Oregon

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A speaker photo for Josh Zinner

Josh Zinner

Chief Executive Officer, Interfaith Center on Corporate Responsibility

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11:10 - 11:40

Networking

Plenary
11:40 - 12:35

What will the SEC’s climate disclosure rules mean for the financial sector?

Marcus Painter, Ph.D, Julia Giguere-Morello, Aeisha Mastagni, Curtis Ravenel, Rob Schuwerk , Kristina Wyatt
  • Will the proposed climate disclosure rules meet the requirements of investors?
  • Scope 3 emissions: mandatory requirement or laudable ambition?
  • How will/should the SEC climate disclosure rules interact with the ISSB’s standards?
  • Human capital disclosure: what should the SEC consider as it updates this rule?

Moderator: Marcus Painter, Ph.D, Assistant Professor of Finance, Richard A. Chaifetz School of Business, Saint Louis University

A speaker photo for Marcus  Painter, Ph.D

Marcus Painter, Ph.D

Assistant Professor of Finance, Richard A. Chaifetz School of Business, Saint Louis University

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A speaker photo for Julia Giguere-Morello

Julia Giguere-Morello

Executive Director and Head of Americas Core ESG and Climate Research, MSCI

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A speaker photo for Aeisha  Mastagni

Aeisha Mastagni

Portfolio Manager, Sustainable Investment & Stewardship Strategies, CalSTRS

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A speaker photo for Curtis Ravenel

Curtis Ravenel

Founding Member / Senior Advisor, FSB TCFD Secretariat / Glasgow Financial Alliance for Net Zero (GFANZ)

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A speaker photo for Rob Schuwerk

Rob Schuwerk

Executive Director, North America, Carbon Tracker

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A speaker photo for Kristina  Wyatt

Kristina Wyatt

Deputy GC, SVP Global Regulatory Climate Disclosure / Former Sr. Counsel for Climate and ESG, Persefoni / U.S. Securities and Exchange Commission (SEC)

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12:35 - 13:20

Integrating diversity, equity, and inclusion into investment decisions

Mirtha Kastrapeli, Matthew Illian , Patience Marime-Ball, Gianna McCarthy, Marlene Timberlake D’Adamo
  • How are asset owners collaborating with asset managers to institutionalise and codify diversity across their portfolios?
  • Civil Rights Audits: who is using them, and how are they being used?
  • Are corporates leading on social matters? Have investors been vocal enough?
  • Are we paying as much attention to social washing as we are to greenwashing?

Moderator: Mirtha Kastrapeli, Sector Head for Consumer in Corporate Ratings, ISS ESG

A speaker photo for Mirtha  Kastrapeli

Mirtha Kastrapeli

Sector Head for Consumer in Corporate Ratings, ISS ESG

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A speaker photo for Matthew  Illian

Matthew Illian

Director of Responsible Investing, United Church Funds

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A speaker photo for Patience Marime-Ball

Patience Marime-Ball

Founder & CEO, Women of the World Endowment

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A speaker photo for Gianna  McCarthy

Gianna McCarthy

Director of Corporate Governance, New York State Office of the Comptroller

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Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Diversity, Equity, and Inclusion Officer, CalPERS

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13:20 - 14:30

Lunch

Stream A - Climate risk
14:30 - 15:15

Assessing corporate transition plans

Bruce Simpson, Vonda Brunsting, Samantha Hill, Eric Pedersen
  • How are investors assessing corporate transition plans? What are the hallmarks of credibility?
  • Should investors benchmark climate strategies of listed companies against other firms in the same sectors
  • Should strategies be confirmed as science-based before they are endorsed by investors?
  • Are net zero pledges useful or do they give a false sense of progress?

Moderator: Bruce Simpson, Senior Advisor ESG to multiple companies

A speaker photo for Bruce Simpson

Bruce Simpson

Senior Advisor ESG, Multiple Firms

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A speaker photo for Vonda Brunsting

Vonda Brunsting

Program Manager, The Just Transition Project, Initiative for Responsible Investment, Harvard Kennedy School

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A speaker photo for Samantha Hill

Samantha Hill

Managing Director, Sustainable Investing, CPP Investments

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A speaker photo for Eric Pedersen

Eric Pedersen

Head of Responsible Investments, Nordea

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Stream B - Data, ratings and reporting
14:30 - 15:15

Exploring the global disclosure landscape

Paul Ellis, Martina Macpherson, Jean-Xavier Hecker , Elizabeth Seeger
  • What are the strengths and weaknesses of the US climate disclosure rules compared with those being developed in the EU?
  • Interoperable or insoluble: how will the ISSB, CSRD and SEC rules interact?
  • What is the difference between an enterprise value approach and a ‘double materiality’ one in practice?
  • Will the developing disclosure landscape reduce the reporting burden on firms?

Moderator: Paul Ellis, Host, Sustainable Finance Podcast

A speaker photo for Paul Ellis

Paul Ellis

Host, Sustainable Finance Podcast

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A speaker photo for Martina Macpherson

Martina Macpherson

Head of ESG Product Management, SIX Group

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A speaker photo for Jean-Xavier  Hecker

Jean-Xavier Hecker

Co-Head of ESG Research – EMEA, J.P. Morgan

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Elizabeth Seeger

Elizabeth Seeger

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

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Stream C - Banking and capital markets
14:30 - 15:15

Growth and maturity of the ESG and the labelled bond market

Lucy Fitzgeorge-Parker, Lisa Bozzelli, Christa Clapp, Nicholas Pfaff, Heike Reichelt
  • What has a year of rising interest rates and other external pressures taught us about ESG and the labelled bond market?
  • How can investors, regulators and issuers ensure the quality of labelled debt as fears of greenwashing grow?
  • How are municipal issuers looking at the ESG and the labelled bond market? Are municipal bonds suffering from a lack of third-party assurance?
  • How do we measure and evaluate the ambition of Sustainability-Linked Bonds (SLBs)?

 

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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A speaker photo for Lisa Bozzelli

Lisa Bozzelli

Senior Director, Multifamily Capital Markets, Fannie Mae

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A speaker photo for Christa Clapp

Christa Clapp

Co-Founder and Managing Partner, CICERO Shades of Green

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A speaker photo for Nicholas  Pfaff

Nicholas Pfaff

Deputy CEO and Head of Sustainable Finance, International Capital Market Association

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A speaker photo for Heike  Reichelt

Heike Reichelt

Head of Investor Relations and Sustainable Finance, World Bank

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15:15 - 15:30

Networking break

Stream A - Climate risk
15:30 - 16:15

Managing physical and transition risk to portfolios

Marcus Painter, Ph.D, Lisa Eichler, Dave Jones, Mike Ilardi, Grish Narula
  • Which is more challenging to assess in the context of portfolios, physical or transition risk?
  • How do longer investment horizons affect the materiality of climate-related risks?
  • How good is corporate disclosure on location of significant assets? How does this impact assessment of physical risk exposure?
  • How will transition risks materialise, suddenly or gradually? How can investors prepare for them / model them?

Moderator: Marcus Painter, Ph.D, Assistant Professor of Finance, Richard A. Chaifetz School of Business, Saint Louis University

A speaker photo for Marcus  Painter, Ph.D

Marcus Painter, Ph.D

Assistant Professor of Finance, Richard A. Chaifetz School of Business, Saint Louis University

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A speaker photo for Lisa  Eichler

Lisa Eichler

Managing Director Climate & ESG Solutions, Ortec Finance

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A speaker photo for Dave Jones

Dave Jones

Director, Climate Risk Initiative, UC Berkeley School of Law's Center for Law, Energy & the Environment

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A speaker photo for Mike Ilardi

Mike Ilardi

Director of Business Development at The Climate Service, now a part of S&P Global

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A speaker photo for Grish Narula

Grish Narula

Head of Climate Transition Finance, ICE

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Stream B - Data, ratings and reporting
15:30 - 16:15

The ESG ratings debate

Florian Berg, Tony Campos, Shahnawaz Malik, Michelle McCulloch, Margaret Dorn
  • Sustainability indices: understanding inherent contradictions and loopholes
  • Is there a case for mandatory disaggregation of ESG ratings into their E, S and G components?
  • Should corporate political activity be part of ESG ratings assessments?
  • What would effective ESG ratings regulation look like?

Moderator: Florian Berg, Researcher, MIT Sloan School of Management

A speaker photo for Florian  Berg

Florian Berg

Research Scientist, MIT Sloan School of Management

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A speaker photo for Tony Campos

Tony Campos

Head of Sustainable Investment, Americas, FTSE Russell, An LSEG Business

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A speaker photo for Shahnawaz Malik

Shahnawaz Malik

Head of ESG, CFA, Long-Term Stock Exchange, CFA

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A speaker photo for Michelle McCulloch

Michelle McCulloch

Head of ESG Ratings Americas, Sustainable Fitch

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A speaker photo for Margaret Dorn

Margaret Dorn

Senior Director, Head of ESG Indices, North America, S&P DJI

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Stream C - Banking and capital markets
15:30 - 16:15

Banking on and insuring net zero

Pratima Divgi, Ivan Frishberg, Danielle Fugere, Bertrand de Mazieres
  • How can investors encourage US banks to make more meaningful progress on net zero commitments?
  • How should investors assess banks’ net zero strategies and methodologies?
  • What will a national green bank mean for the US banking sector?
  • Is it realistic to expect banks to take the lead on ending fossil fuel funding?

Moderator: Pratima Divgi, Director, CDP North America

A speaker photo for Pratima  Divgi

Pratima Divgi

Head of Capital Markets, CDP North America

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A speaker photo for Ivan  Frishberg

Ivan Frishberg

Chief Sustainability Officer, Amalgamated Bank

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A speaker photo for Danielle Fugere

Danielle Fugere

President & Chief Counsel, As You Sow

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A speaker photo for Bertrand de Mazieres

Bertrand de Mazieres

Director General for Finance, European Investment Bank

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Networking break
16:15 - 16:30

Networking break

Stream A - Climate risk
16:30 - 17:15

Adaptation finance: challenges and opportunities

Stacy Swann, Bella Tonkonogy, Carter Brandon, Jay L. Koh
  • Has the focus on mitigation and climate risk led to investors overlooking the need for adaptation finance?
  • What opportunities does adaptation finance present for investors?
  • What are the challenges for the private sector of financing adaptation?
  • How can we encourage adaptation without it seeming defeatist?

Moderator: Stacy Swann, CEO & Founding Partner, CFA, Climate Finance Advisors

A speaker photo for Stacy Swann

Stacy Swann

CEO & Founding Partner, CFA, Climate Finance Advisors

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A speaker photo for Bella Tonkonogy

Bella Tonkonogy

Director, Climate Policy Initiative

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A speaker photo for Carter Brandon

Carter Brandon

Senior Fellow, World Resources Institute (WRI)

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A speaker photo for Jay L. Koh

Jay L. Koh

Managing Director, The Lightsmith Group

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Stream B - Data, ratings and reporting
16:30 - 17:15

The future of ESG data

Lucy Fitzgeorge-Parker, Lydia Harvey, Jessie Duncan, Franca Wolf
  • What role should policymakers and service providers each play in increasing the quality, availability and comparability of ESG data?
  • Working with third-party data companies: what are the best practices for asset managers?
  • What are the key challenges in obtaining and analyzing supply chain data?
  • Which new data sources and technology are potentially most useful for investors?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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A speaker photo for Lydia  Harvey

Lydia Harvey

Executive Director, ESG Specialist, J.P. Morgan Chase

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A speaker photo for Jessie Duncan

Jessie Duncan

Program Officer, The Tipping Point Fund

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A speaker photo for Franca Wolf

Franca Wolf

Senior Analyst, Corporate Risk Analytics, Verisk Maplecroft

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Stream C - Banking and capital markets
16:30 - 17:15

Voluntary carbon markets and the energy transition

Campbell Moore, Corinne Boone, Sonia Gibbs
  • What role should carbon offsets play in corporate transition plans?
  • Will voluntary carbon markets be able to meet corporate demand for offsets?
  • Does it make sense to try to commoditise carbon credits?
  • Are investors undertaking sufficient engagement with corporates on the use of carbon offsets?

Moderator: Campbell Moore, Carbon Markets Managing Director, Global Carbon Markets Team, The Nature Conservancy

A speaker photo for Campbell Moore

Campbell Moore

Carbon Markets Managing Director, The Nature Conservancy

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A speaker photo for Corinne Boone

Corinne Boone

Group Head, Americas, AirCarbon

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A speaker photo for Sonia Gibbs

Sonia Gibbs

Board Member / Managing Director and Head of Sustainable Finance, ICVCM / Institute of International Finance

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17:15 - 18:15

Networking drinks reception

18:15 - 18:20

End of Day One

Agenda

RI USA 2022 - Wednesday 7th

Day Two - Wednesday 7th December
08:15 - 09:00

Registration & coffee

Stream A - Social & political issues
09:00 - 09:45

Intersections between the corporate and political spheres

Jérôme Tagger, Shelley Alpern, Sarah Bryner, Bennett Freeman, Heidi Welsh
  • How are companies to respond to a political agenda which is incongruent with their own values on DEI and climate change?
  • Tracking corporate political spending and lobbying: how can we acquire more data on corporate political influence?
  • With only half of US states mandating company lobbying disclosure, how can we encourage voluntary disclosure?
  • Court rulings: what are the associated risks with companies getting involved in matters such as reproductive healthcare rights?

Moderator: Jérôme Tagger, CEO, Preventable Surprises

A speaker photo for Jérôme  Tagger

Jérôme Tagger

CEO, Preventable Surprises

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A speaker photo for Shelley Alpern

Shelley Alpern

Director of Corporate Engagement, Rhia Ventures

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A speaker photo for Sarah Bryner

Sarah Bryner

Director of Research and Strategy, OpenSecrets

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A speaker photo for Bennett  Freeman

Bennett Freeman

Associate Fellow and Former Senior Vice President, Chatham House, Calvert Investments

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A speaker photo for Heidi Welsh

Heidi Welsh

Founding Executive Director, Sustainable Investments Institute (Si2)

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Stream B - Stewardship & engagement
09:00 - 09:45

Deep dive workshop: Innovations in investment stewardship practices

Sofía De La Parra, David Bennell, Carly Jacobs , Ruth Shaber MD
  • How do you structure engagement?
  • What are the key escalation points and when do you utilise them?
  • How do you monitor and hold investment managers to account for their engagement activities?
  • When is the right time to vote against directors?

Workshop chair: Sofía De La Parra, Senior ESG Analyst, FAIRR Initiative

A speaker photo for Sofía De La Parra

Sofía De La Parra

ESG Analyst, FAIRR Initiative

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A speaker photo for David Bennell

David Bennell

Strategic Partner, Brimstone Consulting Group

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A speaker photo for Carly  Jacobs

Carly Jacobs

Senior Specialist, Stewardship, UNPRI

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A speaker photo for Ruth Shaber MD

Ruth Shaber MD

President & Founder, Tara Health Foundation

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Stream C - Investment frontiers
09:00 - 09:45

How should investors allocate more to emerging markets?

Lucy Fitzgeorge-Parker, Andrew Howell, Patrick O’Connell
  • What role can investors most usefully play in promoting energy transition and the achievement of the SDGs in EM?
  • Does increasing ESG integration risk deterring capital flows to EM?
  • Can blended finance help alleviate political and currency risk in EM investments?
  • What else can policymakers do to ensure investment goes to the regions and sectors that need it most?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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A speaker photo for Andrew Howell

Andrew Howell

Director of Investor Influence, Environmental Defense Fund (EDF)

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A speaker photo for Patrick O’Connell

Patrick O’Connell

EMIA's Chair of Private Sector Programs, Emerging Markets Investors Alliance

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09:45 - 10:00

Networking break

Stream A - Social & political issues
10:00 - 10:45

How can responsible investors take on Big Tech?

Lucy Fitzgeorge-Parker, Lisa Cox, Sam Jones, Isedua Oribhabor, Jan Rydzak
  • Is Big Tech’s prominence in ESG indices appropriate given the sector’s social impact and lack of accountability?
  • How valuable was Meta’s human rights audit and has it sent a precedent for the sector?
  • What tools can investors use to influence companies with dual class share structures?
  • Are investors doing enough to address Big Tech’s global impact?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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A speaker photo for Lisa Cox

Lisa Cox

Director, Christian Brothers Investment Services (CBIS)

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A speaker photo for Sam Jones

Sam Jones

President and Co-Founder, Heartland Initiative

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A speaker photo for Isedua Oribhabor

Isedua Oribhabor

Business and Human Rights Lead, Access Now

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A speaker photo for Jan Rydzak

Jan Rydzak

Company and Investor Engagement Manager, Ranking Digital Rights

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Stream B - Stewardship & engagement
10:00 - 10:45

A look ahead to the 2023 proxy season

Paul Verney, Diana Kearney, Ryan McQueeney, Caroline Laberge
  • With the number of shareholder proposals expanding massively, what’s going to happen moving forward?
  • Can we expect to see a trend towards director voting in the US as we have in Europe?
  • Is it appropriate for a shareholder proposal to ask for action or should disclosure be the focus?
  • Will the new climate disclosure rules reduce the number of shareholder proposals asking for climate disclosure and transition plans?

Moderator: Paul Verney, Senior Reporter, Responsible Investor

A speaker photo for Paul  Verney

Paul Verney

Senior Reporter, Responsible Investor

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A speaker photo for Diana Kearney

Diana Kearney

Senior Legal and Shareholder Advocacy Advisor, Oxfam America

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A speaker photo for Ryan McQueeney

Ryan McQueeney

Analyst, Sustainable Investment Stewardship, Wespath Benefits and Investments

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A speaker photo for Caroline Laberge

Caroline Laberge

Director Sustainable Investing, CDPQ

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Stream C - Investment frontiers
10:00 - 10:45

Trends in ESG litigation

Carlos Portugal Gouvêa, Hana Heineken, Andrew Neidhardt
  • How are investors using litigation as an active ownership tool?
  • Is ESG issues-based litigation undermining the growth of sustainable finance or making it more robust?
  • Which areas of litigation pose the biggest risks for investors in 2023? What role is human rights litigation starting to play?
  • How much are insurers willing to cover the litigation costs of companies sued over climate-related damages?

Moderator: Carlos Portugal Gouvêa, Associate Professor, University of São Paulo Law School and Visiting Professor, Harvard Law School

A speaker photo for Carlos Portugal  Gouvêa

Carlos Portugal Gouvêa

Associate Professor / Visiting Professor, University of Sao Paulo Law School / Harvard Law School

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A speaker photo for Hana Heineken

Hana Heineken

Senior Attorney, Climate Financial Strategies, Center for International Environmental Law (CIEL)

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A speaker photo for Andrew Neidhardt

Andrew Neidhardt

Assistant Counsel, Office of the New York State Comptroller

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10:45 - 11:15

Networking break

Stream A - Social & political issues
11:15 - 12:00

Applying the Just Transition to an investment strategy

Amit Bando, Bob Dannhauser, Anita Dorett
  • What does Just Transition mean in a US context?
  • What can investors do to address the social issues raised by corporate transition plans?
  • What role can and should the financial sector play in ensuring a Just Transition?
  • Will there be opportunities associated with the Just Transition, or only costs?

Moderator: Amit Bando, Chief Economist and Senior Advisor for Just and Inclusive Economics, Ceres

A speaker photo for Amit Bando

Amit Bando

Chief Economist and Senior Advisor for Just and Inclusive Economics, Ceres

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A speaker photo for Bob Dannhauser

Bob Dannhauser

Senior Advisor, Shift Project

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A speaker photo for Anita Dorett

Anita Dorett

Director, Interfaith Center on Corporate Responsibility, Investor Alliance for Human Rights

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Stream B - Stewardship & engagement
11:15 - 12:00

Engaging with big emitters: what can we learn from the Exxon campaign?

Bennett Freeman, Aeisha Mastagni, Bruce Simpson, Julie Tanner
  • Is Engine No 1’s successful campaign the benchmark for meaningful engagement with the energy sector?
  • Is focusing on directors the most effective way to challenge companies on climate change?
  • How do you balance stick and carrot when engaging with companies and setting escalation points?
  • What are the limits of corporate engagement? How do you know if an ask is reasonable?

Moderator: Bennett Freeman, Associate Fellow, Chatham House and Former SVP, Sustainability Research and Policy, Calvert Investments

A speaker photo for Bennett  Freeman

Bennett Freeman

Associate Fellow and Former Senior Vice President, Chatham House, Calvert Investments

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A speaker photo for Aeisha  Mastagni

Aeisha Mastagni

Portfolio Manager, Sustainable Investment & Stewardship Strategies, CalSTRS

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A speaker photo for Bruce Simpson

Bruce Simpson

Senior Advisor ESG, Multiple Firms

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A speaker photo for Julie Tanner

Julie Tanner

Managing Director - Socially Responsible Investing, Christian Brothers Investment Services (CBIS)

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Stream C - Investment frontiers
11:15 - 12:00

The growth and democratization of impact investing

Fran Seegull, Michaela Edwards, Keri Larkin, Bhavika Vyas , Cristian Norambuena
  • Is it possible to achieve meaningful impact in public markets?
  • Is the focus on measuring impact long overdue or a time-consuming distraction?
  • Which impact measurement methodologies are most useful for investors?
  • Does the US need a labelling system similar to the SFDR to prevent impact greenwashing?

Moderator: Fran Seegull, President, U.S. Impact Investing Alliance

 

A speaker photo for Fran Seegull

Fran Seegull

Executive Director, U.S. Impact Investing Alliance

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A speaker photo for Michaela Edwards

Michaela Edwards

Partner, Capricorn Investment Group and the Sustainable Investment Fund

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A speaker photo for Keri Larkin

Keri Larkin

Founding Member, Greater Share

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A speaker photo for Bhavika  Vyas

Bhavika Vyas

Managing Director, Stepstone

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A speaker photo for Cristian  Norambuena

Cristian Norambuena

Director, Private Equity, Tikehau Capital

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12:00 - 13:00

Lunch

Plenary
13:00 - 13:50

Investor panel: balancing tomorrow’s world with today’s duty and returns

Dean Hand, Rick Alexander, Annie Chor Joyce, Fran Seegull, Anna Totdahl
  • The Department of Labor said last year that there is ‘no reason’ fiduciaries shouldn’t consider climate or ESG factors when investing. Has this shift affected investor perspectives on fiduciary duty?
  • Are US asset owners pushing managers on sustainability?
  • What evidence do asset owners look for on managers’ credibility on ESG? How is it affecting manager selection`?
  • Are investors willing to sacrifice initial returns for long-term sustainability performance?

Moderator: Dean Hand, Chief Research Officer, The Global Impact Investing Network (GIIN)

A speaker photo for Dean Hand

Dean Hand

Chief Research Officer, The Global Impact Investing Network (GIIN)

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A speaker photo for Rick Alexander

Rick Alexander

CEO, The Shareholder Commons

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A speaker photo for Annie Chor  Joyce

Annie Chor Joyce

Managing Director, Head of ESG, US, Amundi US

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A speaker photo for Fran Seegull

Fran Seegull

Executive Director, U.S. Impact Investing Alliance

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A speaker photo for Anna Totdahl

Anna Totdahl

Investment Officer - ESG & Sustainability, Oregon State Treasury

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13:50 - 14:40

Biodiversity and nature: risks, opportunities, and best practices

Jérôme Tagger, Julie Abrams, Dr Richard Hewson
  • Are investors taking transition risk sufficiently seriously in the context of biodiversity?
  • Where are the investible opportunities for public markets investors in nature protection and restoration?
  • Can aggregation help to address scale issues in natural capital investment?
  • Expectations for COP15: will it do for biodiversity what Paris did for climate?

Moderator: Jérôme Tagger, CEO, Preventable Surprises

A speaker photo for Jérôme  Tagger

Jérôme Tagger

CEO, Preventable Surprises

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A speaker photo for Julie Abrams

Julie Abrams

Senior Director, Investment Origination, NatureVest, The Nature Conservancy

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A speaker photo for Dr Richard Hewson

Dr Richard Hewson

Director – Climate, Nature & Resilience Practice, Verisk Maplecroft

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14:40 - 15:30

COP27: where do we go from here?

Lucy Fitzgeorge-Parker, Martina Macpherson
  • What were the key takeaways from COP27 for the private sector?
  • Is there a role for investors in addressing loss and damage?
  • What will be the main themes in climate investment over the coming year?
  • How important will COP28 in Dubai be for financial institutions?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor

 

A speaker photo for Lucy  Fitzgeorge-Parker

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

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A speaker photo for Martina Macpherson

Martina Macpherson

Head of ESG Product Management, SIX Group

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15:30 - 15:40

Chair’s closing remarks

15:40 - 15:45

End of conference

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