Thriving in the rapidly evolving US sustainable finance landscape

Join us on 3-4 December in New York for the 15th annual Responsible Investor USA conference, where leading voices in sustainable finance come together to tackle the industry’s most pressing challenges.

Connect with a global audience of 400+ asset owners, investment managers, banks, financial regulators, and data providers for two days of networking, thought-provoking panels and in-depth discussions.

Learn from leaders in the industry and come away with actionable insights on current sustainability issues.

Meet 100+ of North America's leading asset owners including:

Speakers leading the discussion in 2024 include:

What can you expect at RI USA?

Get real insight into the industry
RI USA’s program provides clear, actionable insights into what sustainability means for business and investment. We ask the right questions and deliver answers.

Build a long-lasting network
Connect with stakeholders across the sustainable finance industry through workshops, panels, breakfasts, debates, and evening receptions. Strengthen your professional connections.

Meet institutional investors
Hear from active asset owners who are honing their sustainable finance strategies and creating real, measurable impact across the industry. View last year’s attending asset owners here.

Key event 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?

Apply for a complimentary asset owner pass

A limited number of complimentary passes are available for eligible asset owners 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.

Please register your interest and a member of our team will be in touch to confirm your eligibility.

Connect with investors & ESG professionals

Responsible Investor USA provides an opportunity to make connections with an exclusive audience of ESG and sustainable finance decision makers.

Share your solutions, collaborate and network with senior-level executives through bespoke sponsorship packages to meet your 2025 business goals.

For more information on speaking in 2024, please contact Finlay Eglinton.

Finlay.eglinton@pei.group | +44 (0)203 879 3893

Download the agenda

Sarah Bernstein

Managing Principal/ Head of Sustainability, Meketa Investment Group, Inc.

Marcel Bucsescu

Vice President, Strategic Engagement, NACD

Felipe Carazo

Head of Sustainable Commodities, Tropical Forest Alliance, World Economic Forum

Lauren Compere

Managing Director, Head of Stewardship & Engagement, Boston Common Asset Management

Candice Coppere

Head of Climate and Nature Solutions - Product, ISS STOXX

Heather Slavkin Corzo

Principal, Mindset

Wendy Cromwell

Head of Sustainable Investment, Wellington Management

Sofia De La Parra

Investor Outreach Manager, FAIRR Initiative

Lance Dial

Partner, K&L Gates

Lucy Fitzgeorge-Parker

Editor, Responsible Investor, PEI Group

Jamie Franco

Global Head of Sustainable Investment, TCW Group

Jamison Friedland

Senior Sustainability Analyst, AXA Investment Managers

Danielle Fugere

President & Chief Counsel, As You Sow

Gina Gambetta

Senior Reporter, Responsible Investor

Sarika Goel

Global Head Sustainable Investment Research, Mercer

Ekaterina Grigoryeva

Environment and Social Development Specialist (Global Lead, Financial Sector), The World Bank

Sireen Hajj

Director of Investor Outreach, US SIF

Greer Howard-Tabah

Vice President - ESG, Oaktree Capital

Andrew Howell

Senior Director - Sustainable Finance, EDF

Jacob H. Hupart

Co-Chair of ESG Practice, Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, P.C.

Tom Idzal

Head of Americas, GRESB

Matthew Illian

Director of Responsible Investing, United Church Funds

Chris Janiec

Americas Editor, Agri Investor

Andrew Lee

Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

Sanford Lewis

Director and General Counsel, Shareholder Rights Group

Claudia Martínez

Director of Research, Access to Medicine Foundation

Aeisha Mastagni

Senior Portfolio Manager, Sustainable Investment & Stewardship Strategies, CALSTRS

Samantha McCafferty

Associate Director - Sustainable Investing, Harvard Management Company

Brenden McEneaney

Senior Vice President, JLL

Ashley McNamee

Partner, Responsible Investment, Revelstoke Capital Partners

Caitlin McSherry

Head of Investment Stewardship, Neuberger Berman

Saumya Mehrotra

Product Management Team, ISS STOXX

Radhika Mehrotra

Associate Director Capital Markets, CDP North America

Colin Melvin

Founder & Managing Director, Arkadiko Partners

Matt Moscardi

CEO, Free Float

Patrick O’Connell

Director - Fixed Income Responsible Investing Research, AllianceBernstein

Joel Paque

Head of Fundraising and Partnerships - US, Climate Arc

Marcela Pinilla

Director, Sustainable Investing, Zevin

Lila Preston

Partner and Head of Growth Equity, Generation Investment Management

Curtis Ravenel

Senior Advisor, GFANZ

Andreas Ross

Head of New Product Research and Development, ZAIS Group

Steven M. Rothstein

Managing Director, Ceres Accelerator for Sustainable Capital Markets

Karen Sack

Executive Director, Ocean Risk and Resilience Action Alliance

Nick Sapirie

Vice President - Single-Family Capital Markets, Fannie Mae

Doug Scott

CEO & Co-founder, Ethic

Rajith Sebastian

Head of ESG and Sustainable Investing, New York State Insurance Fund

Elizabeth Seeger

ISSB member, IFRS Foundation

Fran Seegull

President, U.S. Impact Investing Alliance

Marina Severinovsky

Head of Sustainability - North America, Schroders

Sandra Silea

Director- ESG and Stewardship, AustralianSuper

Andrew Siwo

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

Tara Mei Smith

ESG Integration Officer, Bureau of Asset Management, Office of New York City Comptroller

Meagen Stack

ESG Reporting, Chevron

Georgia Stewart

CEO, Tumelo

Neil Stewart

Director of Corporate Outreach, ISSB / IFRS Foundation

Daan Van Acker

Director of FinanceMap and Investor Engagement, InfluenceMap

Paul Vozzella

Director - Americas, Asset Impact, a GRESB Company

Dominic Webb

Reporter, Responsible Investor   

Heidi Welsh

Founding Executive Director, Sustainable Investments Institute (Si2)

For more information on the agenda, please contact Finlay Eglinton.

Finlay.eglinton@pei.group | +44 (0)203 879 3893

Download the agenda

Day 1 Day 2
View agenda page

Agenda

RI USA 2024 - Tuesday 3rd

08:55 - 09:00

Opening remarks

Gina Gambetta

Gina Gambetta, Senior Reporter, Responsible Investor

A speaker photo for Gina Gambetta

Gina Gambetta

Senior Reporter, Responsible Investor

Read bio
Plenary
09:00 - 09:50

Plenary 1: Transition finance in the US: Driving change through investment

Andrew Howell, Candice Coppere, Curtis Ravenel, Andrew Siwo, Tara Mei Smith
  • How are US investors approaching high-emitting sectors and corporates?
  • Will transition finance be the main source of alpha in the US energy transition?
  • Do US investors want dedicated transition finance regulation and/or instruments?
  • Is there a tension between financing the transition and meeting net zero targets?

Moderator: Andrew Howell, Senior Director, Sustainable Finance, Environmental Defense Fund (EDF)

Candice Coppere, Head of Climate and Nature Solutions, Product, ISS STOXX

Curtis D. Ravenel, Senior Advisor, GFANZ

Andrew Siwo, Head of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Tara Mei Smith, ESG Integration Officer, NYC Office of the Comptroller

A speaker photo for Andrew Howell

Andrew Howell

Senior Director - Sustainable Finance, EDF

Read bio
A speaker photo for Candice Coppere

Candice Coppere

Head of Climate and Nature Solutions - Product, ISS STOXX

Read bio
A speaker photo for Curtis Ravenel

Curtis Ravenel

Senior Advisor, GFANZ

Read bio
A speaker photo for Andrew Siwo

Andrew Siwo

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

Read bio
A speaker photo for Tara Mei Smith

Tara Mei Smith

ESG Integration Officer, Bureau of Asset Management, Office of New York City Comptroller

Read bio
09:50 - 10:40

Plenary 2: Manager selection in the US

Dominic Webb, Matthew Illian, Rajith Sebastian, Sarika Goel
  • How has the politicisation of ESG impacted manager selection?
  • Is stewardship being priced into manager selection or neglected in search of lower fees?
  • Is manager selection being utilised enough to drive asset owner priorities through managers?
  • Are consultants doing enough to drive asset owner priorities through manager selection?
  • Given the US context, will climate focused/net zero investors drift to European headquartered managers?

Moderator: Dominic Webb, Senior Reporter, Responsible Investor

Matthew Illian, Director, United Church Funds

Rajith Sebastian, Head of ESG and Sustainable Investing, New York State Insurance Fund (NYSIF)

Sarika Goel, Global Head Sustainable Investment Research, Mercer

A speaker photo for Dominic  Webb

Dominic Webb

Reporter, Responsible Investor   

Read bio
A speaker photo for Matthew Illian

Matthew Illian

Director of Responsible Investing, United Church Funds

Read bio
A speaker photo for Rajith Sebastian

Rajith Sebastian

Head of ESG and Sustainable Investing, New York State Insurance Fund

Read bio
A speaker photo for Sarika Goel

Sarika Goel

Global Head Sustainable Investment Research, Mercer

Read bio
10:40 - 11:10

Networking break

Plenary
11:10 - 11:30

Keynote - Eye of the storm: former SEC policy director reflects on three years at US regulator

Gina Gambetta, Heather Slavkin Corzo

Moderator: Gina Gambetta, Senior Reporter, Responsible Investor
Heather Slavkin Corzo
, Principal, Mindset

A speaker photo for Gina Gambetta

Gina Gambetta

Senior Reporter, Responsible Investor

Read bio
A speaker photo for Heather Slavkin Corzo

Heather Slavkin Corzo

Principal, Mindset

Read bio
11:30 - 12:15

Plenary 3: ESG regulation: The US, EU and beyond

Steven M. Rothstein, Sandra Silea, Sireen Hajj, Elizabeth Seeger
  • How are US investors navigating the SFDR and what do they want out of the regulatory reform?
  • US anti-greenwashing efforts: what’s next for SEC climate-related disclosures and name rules?
  • Expectations on financial institutions from CSRD and SEC climate rule
  • Compliance vs action – how are investors balancing mandatory and voluntary disclosure needs with investment/stewardship activities?

Moderator: Steven Rothstein, Managing Director, Accelerator, Ceres

Sireen Hajj, Director of Investor Outreach, US SIF

Elizabeth Seeger, Board Member, ISSB, IFRS Foundation

Sandra Silea, Director, ESG & Stewardship, AustralianSuper

A speaker photo for Steven M. Rothstein

Steven M. Rothstein

Managing Director, Ceres Accelerator for Sustainable Capital Markets

Read bio
A speaker photo for Sandra Silea

Sandra Silea

Director- ESG and Stewardship, AustralianSuper

Read bio
A speaker photo for Sireen Hajj

Sireen Hajj

Director of Investor Outreach, US SIF

Read bio
A speaker photo for Elizabeth Seeger

Elizabeth Seeger

ISSB member, IFRS Foundation

Read bio
12:15 - 13:00

Plenary 4: Nature investment in North America: Risks and opportunities

Gina Gambetta, Felipe Carazo, Lauren Compere, Daan Van Acker
  • Nature as a systemic risk: how are investors approaching the challenge?
  • Measuring biodiversity and nature risk across portfolios: methodologies, tools and barriers
  • Public vs private markets: where are the nature investment opportunities?
  • Are US corporates doing enough, and disclosing enough, on nature?

Moderator: Gina Gambetta, Senior Reporter, Responsible Investor

Lauren Compere, Managing Director, Head of Stewardship & Engagement, Boston Common Asset Management
Felipe Carazo, Head of Alliance Management, Tropical Forest Alliance, World Economic Forum
Daan Van Acker, Director, InfluenceMap

A speaker photo for Gina Gambetta

Gina Gambetta

Senior Reporter, Responsible Investor

Read bio
A speaker photo for Felipe Carazo

Felipe Carazo

Head of Sustainable Commodities, Tropical Forest Alliance, World Economic Forum

Read bio
A speaker photo for Lauren Compere

Lauren Compere

Managing Director, Head of Stewardship & Engagement, Boston Common Asset Management

Read bio
A speaker photo for Daan Van Acker

Daan Van Acker

Director of FinanceMap and Investor Engagement, InfluenceMap

Read bio
13:00 - 13:50

Lunch

Stream A
13:50 - 14:30

A1: Corporate transition plans: Next steps

Dominic Webb, Andreas Ross, Joel Paque, Jacob H. Hupart, Radhika Mehrotra
  • What does a credible transition plan look like?
  • Are US companies embracing the concept of transition plans?
  • What guidance do companies and investors need? Prescriptive vs high-level
  • To what extent should climate lobbying activities be disclosed in transition plans?

Moderator: Dominic Webb, Senior Reporter, Responsible Investor

Andreas Ross, Head of New Product Research and Development, ZAIS Group
Joel Paque, Head of Partnerships, US, Climate Arc

Jacob Hupart, Co-Chair of ESG Practice, Mintz

Radhika Mehrotra, Associate Director Capital Markets, CDP

A speaker photo for Dominic  Webb

Dominic Webb

Reporter, Responsible Investor   

Read bio
A speaker photo for Andreas Ross

Andreas Ross

Head of New Product Research and Development, ZAIS Group

Read bio
A speaker photo for Joel Paque

Joel Paque

Head of Fundraising and Partnerships - US, Climate Arc

Read bio
A speaker photo for Jacob H. Hupart

Jacob H. Hupart

Co-Chair of ESG Practice, Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, P.C.

Read bio
A speaker photo for Radhika Mehrotra

Radhika Mehrotra

Associate Director Capital Markets, CDP North America

Read bio
14:30 - 14:35

Networking break

14:35 - 15:15

A2: ESG Data: The next frontier

Greer Howard-Tabah, Samantha McCafferty, Paul Vozzella
  • Do companies have the data they need for mandatory climate reporting?
  • Supporting scope 3 data requirements
  • How is technology helping to meet the nature data challenge?
  • What are the biggest gaps in supply chain data?

Greer Howard-Tabah, Vice President, ESG, Oaktree Capital Management

Samantha McCafferty, Associate Director – Sustainable Investing, Harvard Management Company

Paul Vozzella, Director, Americas, Asset Impact

A speaker photo for Greer Howard-Tabah

Greer Howard-Tabah

Vice President - ESG, Oaktree Capital

Read bio
A speaker photo for Samantha McCafferty

Samantha McCafferty

Associate Director - Sustainable Investing, Harvard Management Company

Read bio
A speaker photo for Paul Vozzella

Paul Vozzella

Director - Americas, Asset Impact, a GRESB Company

Read bio
15:15 - 15:20

Networking break

15:20 - 16:00

A3: Water risk: An investors’ guide

Karen Sack, Saumya Mehrotra
  • Where are US companies most exposed to water risk?
  • How should investors engage corporates on water?
  • What tools and data are available to investors to assess water risk?
  • How can the private sector help to address water shortages?

Karen Sack, Executive Director, Ocean Risk and Resilience Action Alliance

Saumya Mehrotra, Product Management Team, ISS STOXX

A speaker photo for Karen Sack

Karen Sack

Executive Director, Ocean Risk and Resilience Action Alliance (ORRAA)

Read bio
A speaker photo for Saumya Mehrotra

Saumya Mehrotra

Product Management Team, ISS STOXX

Read bio
Stream B
13:50 - 14:30

B1: The future of collaborative engagement in the US

Gina Gambetta, Claudia Martínez, Marcela Pinilla
  • What exactly are the rules around collaborative engagement in the US?
  • All noise and no heat: do legal threats around antitrust carry any weight? If so, where are the lines which shouldn’t be crossed?
  • How much has the politicization of ESG stunted collective engagement in the US?
  • How can investors defend themselves against accusations? What is best practice?

Moderator: Gina Gambetta, Senior Reporter, Responsible Investor

Marcela Pinilla, Director of Sustainable Investing, Zevin

Claudia Martinez, Director of Research, Access to Medicine Foundation

A speaker photo for Gina Gambetta

Gina Gambetta

Senior Reporter, Responsible Investor

Read bio
A speaker photo for Claudia Martínez

Claudia Martínez

Director of Research, Access to Medicine Foundation

Read bio
A speaker photo for Marcela Pinilla

Marcela Pinilla

Director, Sustainable Investing, Zevin

Read bio
14:30 - 14:35

Networking break

14:35 - 15:15

B2: Agriculture: Sustainability and food security

Chris Janiec, Sofia De La Parra
  • How are US investors thinking about agriculture and sustainability?
  • Is supporting food security compatible with financial institutions’ net zero commitments?
  • How is technology changing the agricultural sustainability landscape?
  • Is regenerative agriculture a scalable solution?

Moderator: Chris Janiec, Americas Editor, Agri Investor

Sofia De La Parra​​​​, Investor Outreach Manager, FAIRR

Lara Fornabaio, Senior Legal Researcher, Colombia Center on Sustainable Investment

A speaker photo for Chris Janiec

Chris Janiec

Americas Editor, Agri Investor

Read bio
A speaker photo for Sofia De La Parra

Sofia De La Parra

Investor Outreach Manager, FAIRR Initiative

Read bio
15:15 - 15:20

Networking break

15:20 - 16:00

B3: Bond markets vs private credit: Financing the energy transition

Dominic Webb, Jamison Friedland
  • Are bond markets fit-for-purpose for financing the energy transition?
  • SLBs and transition bonds: do they have a role in the US?
  • Where can private credit fill the gaps in debt financing for the transition?
  • How is the policy landscape impacting sustainability linked bond issuance in the US?

Moderator: Dominic Webb, Senior Reporter, Responsible Investor

Jamison Friedland, Senior Sustainability Analyst, AXA IM

Jamie Franco, MD and Global Head of Sustainable Investment, TCW Group

A speaker photo for Dominic  Webb

Dominic Webb

Reporter, Responsible Investor   

Read bio
A speaker photo for Jamison Friedland

Jamison Friedland

Senior Sustainability Analyst, AXA Investment Managers

Read bio
16:00 - 16:10

Networking break

Workshops
16:10 - 17:00

Workshop A - Attracting investor capital to U.S. housing

Jamie Franco, Nick Sapirie
  • What role do securitized products play in supporting U.S. housing?
  • How can issuers use the capital markets to allocate capital towards affordable housing?
  • What disclosure considerations are at play?
  • How do investors use these products to meet their clients’ demands?

Nick SapirieVice President, Single-Family Capital Markets, Fannie Mae

Jamie Franco, MD and Global Head of Sustainable Investment, TCW Group

A speaker photo for Jamie Franco

Jamie Franco

Global Head of Sustainable Investment, TCW Group

Read bio
A speaker photo for Nick Sapirie

Nick Sapirie

Vice President - Single-Family Capital Markets, Fannie Mae

Read bio
16:10 - 17:00

Workshop B – Climate adaptation

16:10 - 17:00

Workshop C – Investing in 2050

Doug Scott, Georgia Stewart

Investing has changed. Is changing. Will change. And the pace of change is accelerating exponentially.

  • How are fundamental assumptions around investing, including methodology, metrics, technology, regulation, and community formation, changing
  • How is the pace of change in investing accelerating?
  • How can we discuss the future of investing through thought-experiments and examine the issues shaping the next 25 years
  • What are the implications of technology, new investing theories, demographic shifts, space exploration, and increased longevity for investing?

Co-facilitator: Doug Scott, CEO & Co-founder, Ethic
Co-facilitator: Georgia Stewart, CEO, Tumelo

A speaker photo for Doug Scott

Doug Scott

CEO & Co-founder, Ethic

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A speaker photo for Georgia Stewart

Georgia Stewart

CEO, Tumelo

Read bio
17:00 - 18:00

Networking drinks

18:00 - 18:00

End of day one

Agenda

RI USA 2024 - Wednesday 4th

08:00 - 09:00

Networking breakfast

Stream A
09:00 - 09:40

A4: Understanding supply chain sustainability risk: An investors’ guide

Gina Gambetta, Patrick O’Connell
  • How are investors engaging with corporates on supply chain risk?
  • Where are the biggest gaps in corporate supply chain data?
  • How is regulation affecting corporate supply chain reporting?
  • Which supply chain issues are most material for investors?

Moderator: Gina Gambetta, Senior Reporter, Responsible Investor
Patrick O’Connell, Director of Responsible Investing Research, AllianceBernstein

A speaker photo for Gina Gambetta

Gina Gambetta

Senior Reporter, Responsible Investor

Read bio
A speaker photo for Patrick O’Connell

Patrick O’Connell

Director - Fixed Income Responsible Investing Research, AllianceBernstein

Read bio
09:40 - 09:45

Networking break

09:45 - 10:25

A5: Governance risk: Board competence and capabilities

Marcel Bucsescu, Matt Moscardi
  • How are investors approaching governance risk?
  • How do governance failures impact investor confidence and company valuation?
  • What are the emerging standards for governance transparency and reporting?
  • How can companies improve their disclosure practices to build trust with investors?
  • AI board competence

Marcel Bucsescu, Vice President, Strategic Engagement, NACD

Matt Moscardi, Head of Board Moneyball, Free Float Analytics

A speaker photo for Marcel Bucsescu

Marcel Bucsescu

Vice President, Strategic Engagement, NACD

Read bio
A speaker photo for Matt Moscardi

Matt Moscardi

CEO, Free Float

Read bio
Stream B
09:00 - 09:40

B4: Greenwashing vs greenhushing

Dominic Webb, Lance Dial, Ekaterina Grigoryeva, Andrew Lee, Ashley McNamee
  • How are US corporates and investors navigating political and public scrutiny of sustainability?
  • What are the implications of corporate greenhushing for investors?
  • How have investors responded to the SEC’s greenwashing crackdown?

Moderator: Dominic Webb, Senior Reporter, Responsible Investor

Lance Dial, Partner, K&L Gates

Ekaterina Grigoryeva, Environment and Social Development Specialist (Global Lead, Financial Sector), The World Bank

Andrew Lee, Managing Director, Managing Director – Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

Ashley McNamee, Managing Director, ESG, Revelstoke Capital Partners

 

A speaker photo for Dominic  Webb

Dominic Webb

Reporter, Responsible Investor   

Read bio
A speaker photo for Lance Dial

Lance Dial

Partner, K&L Gates

Read bio
A speaker photo for Ekaterina Grigoryeva

Ekaterina Grigoryeva

Environment and Social Development Specialist (Global Lead, Financial Sector), The World Bank

Read bio
A speaker photo for Andrew Lee

Andrew Lee

Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

Read bio
A speaker photo for Ashley McNamee

Ashley McNamee

Partner, Responsible Investment, Revelstoke Capital Partners

Read bio
09:40 - 09:45

Networking break

09:45 - 10:25

B5: Real estate and climate risk

Tom Idzal, Brenden McEneaney, Marina Severinovsky
  • Decarbonising real estate – a missed low-hanging fruit opportunity for investors?
  • Real estate climate engagement
  • Uninsurable assets: what does this mean for real estate investors?
  • How are US real estate developers approaching the net zero challenge?

Marina Severinovsky, Head of Sustainability North America, Schroders

Brenden McEneaney, Senior Vice President, JLL

 Tom Idzal, Head of Americas, GRESB

 Daren Moss, Principal, ESG – Real Estate Lead, Ares Management

A speaker photo for Tom Idzal

Tom Idzal

Head of Americas, GRESB

Read bio
A speaker photo for Brenden McEneaney

Brenden McEneaney

Senior Vice President, JLL

Read bio
A speaker photo for Marina Severinovsky

Marina Severinovsky

Head of Sustainability - North America, Schroders

Read bio
10:25 - 10:55

Networking break

Plenary
10:55 - 11:35

Plenary 5: Investing for sustainable outcomes

Steven M. Rothstein, Sarah Bernstein, Wendy Cromwell, Lila Preston
  • Defining a ‘sustainable outcome’ or proving real-world sustainability impact in 2024: what methods and frameworks are investors using?
  • Net-zero commitments and interim climate investing goals: are investors on track to meet them?
  • The US renewable energy market is continuing to boom – the IRA has been referred to as the US green taxonomy: to what extent is this translating to opportunities for sustainability focussed investors in public markets?

Moderator: Steven Rothstein, Managing Director, Accelerator, Ceres

Sarah Bernstein, Head of Sustainability, Meketa Investment Group

Wendy Cromwell, Head of Sustainable Investment, Wellington Management

Lila Preston, Head of Growth Equity, Generation Investment Management

A speaker photo for Steven M. Rothstein

Steven M. Rothstein

Managing Director, Ceres Accelerator for Sustainable Capital Markets

Read bio
A speaker photo for Sarah Bernstein

Sarah Bernstein

Managing Principal/ Head of Sustainability, Meketa Investment Group, Inc.

Read bio
A speaker photo for Wendy Cromwell

Wendy Cromwell

Head of Sustainable Investment, Wellington Management

Read bio
A speaker photo for Lila Preston

Lila Preston

Partner and Head of Growth Equity, Generation Investment Management

Read bio
11:35 - 12:15

Plenary 6: The state of corporate reporting in the US

Aeisha Mastagni, Caitlin McSherry, Meagen Stack, Neil Stewart
  • How are US corporates currently approaching sustainability reporting?
  • Does corporate reporting in the US meet the needs of investors?
  • Will ISSB become the de facto standard for corporate sustainability reporting in the US?
  • What assurance are investors asking for on non-financial corporate disclosures?

Aeisha Magstani, Senior Portfolio Manager, Sustainable Investment & Stewardship Strategies, CALSTRS

Caitlin McSherry, Head of Investment Stewardship, Neuberger Berman

Meagen Stack, ESG Reporting, Chevron

Neil Stewart, Director of Corporate Outreach, ISSB/IFRS Foundation

 

A speaker photo for Aeisha Mastagni

Aeisha Mastagni

Senior Portfolio Manager, Sustainable Investment & Stewardship Strategies, CALSTRS

Read bio
A speaker photo for Caitlin McSherry

Caitlin McSherry

Head of Investment Stewardship, Neuberger Berman

Read bio
A speaker photo for Meagen Stack

Meagen Stack

ESG Reporting, Chevron

Read bio
A speaker photo for Neil Stewart

Neil Stewart

Director of Corporate Outreach, ISSB / IFRS Foundation

Read bio
12:15 - 13:05

Lunch

Plenary
13:05 - 13:25

Keynote

13:25 - 14:10

Plenary 7: After Exxon: The future of shareholder proposals

Gina Gambetta, Sanford Lewis, Danielle Fugere, Heidi Welsh
  • What are the implications for shareholder rights in the US of the Exxon lawsuit?
  • Will the file-first mentality of shareholders shift towards a more engagement/dialogue-focused approach?
  • Will other companies follow Exxon’s lead?
  • How can shareholder proposals be used most effectively in a sustainability context?

Moderator: Gina Gambetta, Senior Reporter, Responsible Investor
Sanford Lewis
, Director, Shareholder Rights Group

Danielle Fugere, President & Chief Counsel, As You Sow

Heidi Welsh. Executive Director. Sustainable Investments Institute (Si2)

 

A speaker photo for Gina Gambetta

Gina Gambetta

Senior Reporter, Responsible Investor

Read bio
A speaker photo for Sanford Lewis

Sanford Lewis

Director and General Counsel, Shareholder Rights Group

Read bio
A speaker photo for Danielle Fugere

Danielle Fugere

President & Chief Counsel, As You Sow

Read bio
A speaker photo for Heidi Welsh

Heidi Welsh

Founding Executive Director, Sustainable Investments Institute (Si2)

Read bio
14:10 - 15:00

Plenary 8: Fiduciary duty in 2024: Operating effectively within a polarized environment

Dominic Webb, Fran Seegull
  • Beyond the politics: What does fiduciary duty look like for a universal owner in 2024?
  • Which issues are necessary for a fiduciary to consider? Are some like AMR being overlooked?
  • How can a universal owner mitigate systemic risks to portfolios?
  • To what extent can sustainability preferences – and outcomes – be factored into fiduciary duty?

Moderator: Dominic Webb, Senior Reporter, Responsible Investor

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

A speaker photo for Dominic  Webb

Dominic Webb

Reporter, Responsible Investor   

Read bio
A speaker photo for Fran Seegull

Fran Seegull

President, U.S. Impact Investing Alliance

Read bio
15:00 - 15:00

End of conference

Network at America's leading responsible investment event

Meet America’s sustainability leaders

Network with active asset owners, banks, and insurers in the industry. Benefit from also our expansive and multi-stakeholder community who will be in attendance throughout the conference.

Network in-person in New York

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

Build valuable connections

Our past attendees included British Columbia Investment Management Corporation, Caisse de Dépôt et Placement du Québec, CalPERS, Chicago Teacher’s Pension Fund, Credit Suisse, Office of the New York City Comptroller, Seattle City Employees’ Retirement System, and many others.

Connect with active investors

AP Pension
British Columbia Investment Management Corporation
Caisse de Dépôt et Placement du Québec
California Public Employees' Retirement System
California State Teachers' Retirement System
Chicago Teacher’s Pension Fund
Government Pension Investment Fund
LifeBank Foundation
Los Angeles County Employees Retirement Association
New York State Common Retirement Fund
Office of the New York City Comptroller
OMERS
PGGM
Seattle City Employees’ Retirement System
State of New Jersey
Toyota Tsusho Corporate Pension Fund
World Bank Group

Be recognised as driving the future of sustainable finance

Responsible Investor USA provides an opportunity to make connections with an exclusive audience of ESG and sustainable finance decision makers. Share your solutions, collaborate and network with senior-level executives through bespoke sponsorship packages to meet your 2024 business goals.

Enquire about sponsorship

Be recognised as driving the future of sustainable finance to institutional investors in the US

Sponsoring at Responsible Investor global events positions your company at the forefront of key decision-makers and ensures your profile gains a competitive advantage within the industry. Enquire about bespoke sponsorship packages to:

  • Align your brand with Responsible Investor’s authoritative content-led event portfolio and be seen as a go-to solution provider for senior ESG and sustainable finance professionals.
  • Stand tall amongst your competitors by positioning your company at Responsible Investor USA and embed your brand as a major player to senior institutional investors.
  • Raise your profile as a thought leader within the industry to overcome the key challenges within responsible investing.
  • Showcase your institutional investor solutions, in-person to new global audiences and generate new business opportunities to achieve your targets.

View sponsorship opportunities

2024 sponsors include:

Associate Sponsor Level

View all sponsors

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

Hiroshi Komori

Senior Director, Stewardship & ESG, GPIF

RI events around the world have been beneficial to catch up on ongoing ESG issues and network with great people.

Andrea Palmer

ESG Lead, PGGM

I appreciate the quality of the delegates and the conversations. It’s the go-to venue to gauge developments in ESG integration.

Asset owners at RI USA 2024

The Responsible Investor USA conference provides an unrivalled platform for asset owners investing in sustainable finance. Join over 100 asset owners from across the United States to discuss the latest responsible investing trends and compare best practices and allocation strategies for 2024 and beyond.

A limited number of complimentary passes for the event are available for asset owners. Check out the benefits of joining the conference and learn who among your peers attends. Apply for a complimentary pass for you or your team now.

Meet the USA’s leading investor community

Network with leading asset owners from across the region. Past attendees have included CalsTrs, UNJSPF, Wafra, Wespath Investment Management, World Bank Group and more.

Understand investor appetites and allocation preferences

Join your peers as they delve into the latest responsible investment trends and compare best practices and allocation strategies for 2024 and beyond.

Enhance your network

Meet with emerging players and industry veterans to understand the evolving responsible investment landscape. Make the most of dedicated networking breaks, investor-only breakfasts, lunches and more to build your network.

2023 asset owners included:

What to expect?

Network with your peers

Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers through investor-only breakfasts, networking breaks, lunches and much more.

Gain expert insights

Hear from our industry-leading speaker line-up, discover the latest trends and stay aligned with future innovations in the market.

Stay aligned to developments and opportunities

Discover remarkable investment opportunities and leverage ESG expertise focused on regulation, human rights, biodiversity, net zero and more.

Meet with the best and brightest funds

Connect and arrange one-to-one meetings with the biggest and best ESG managers in the market.

Apply for a complimentary asset owner pass

A limited number of complimentary passes are available for eligible asset owners 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.

Please register your interest and a member of our team will be in touch to confirm your eligibility.

Our leading advisory board in 2023 included:

Robert Eccles

Professor, Saïd Business School, University of Oxford

Lucy Fitzgeorge-Parker

Editor, Responsible Investor

Ryan McQueeney

Manager, Investments Marketing and Communications, Wespath / Communications Co-Lead, Net-Zero Asset Owner Alliance

Steven M. Rothstein

Managing Director, Ceres Accelerator for Sustainable Capital Markets

Alison Taylor

Clinical Associate Professor, NYU