RI Americas 2015

  • December 8, 2015
    08:30 AM  -  09:00 AM
    Networking Breakfast and Registration
    09:00 AM  -  09:10 AM
    Welcome to RI Americas 2015

    Hugh Wheelan, Managing Editor, Responsible Investor
    09:10 AM  -  09:40 AM
    Keynote Presentation

    - Anne SimpsonInvestment Director of Global Governance, California Public Employees' Retirement System (CalPERS) 

    Live from Paris COP21: What are the policy changes coming out of the UN climate change conference and what will they mean for corporates and institutional investors?
    09:40 AM  -  10:40 AM
    Plenary: The economic risks of climate change, and their translation into investment

    - Jess Gaspar, Head of Quantitative Research, Commonfund
    - Joy Williams, Assistant Portfolio Manager, Climate Change Risk, Ontario Teachers' Pension Plan (OTPP)
    Remy Briand, Global Head of Research, MSCI

    Amy Domini, Founder, Domini Social Investments

    Moderator: Hugh Wheelan, Managing Editor, Responsible Investor

    • How is climate data in the Americas influencing business strategy for risk and opportunity?
    • How is it changing the political/economic debate?
    • What is the upshot for investors: at risk companies/sectors/geographies versus investment opportunities?
    10:40 AM  -  11:00 AM
    Morning Networking Break 

    Sponsored by:

    11:00 AM  -  11:30 AM

    Keynote Presentation

    - Hilde Jervan, Chief Advisor, Council on Ethics for the Norwegian Government Pension Fund Global

    11:30 AM  -  12:30 PM
    Plenary: The Fossil Free campaign and institutional carbon divestment: how serious is it?

    - Liz Krueger, Senator, New York State
    - Sasja Beslik, Head of Responsible Investments, Nordea
    - Peter Webster, Chief Executive Officer, EIRIS
    Aye Soe, Senior Director of Global Research, S&P Dow Jones Indices

    Moderator: Cary KrosinskyAdjunct, Yale University

    • How broad will the divestment movement become and where are the divested assets going?
    • How will the divest/invest campaign develop?
    • What are the meaningful low-carbon alternatives to divestment: portfolio decarbonisation or investing green?
    12:30 PM  -   1:30 PM
    Networking Lunch 
    1:30 PM  -  2:30 PM
    Plenary: The future of corporate governance in the Americas

  • Sophie L’Hélias, Director, Global Initiatives, Conference Board
  • - Matthew Orsagh, Director, Capital Markets Policy, CFA Institute 
  • - Michael Jantzi, Chief Executive Officer, Sustainalytics
  • - Mary Jane McQuillen, Managing Director, Portfolio Manager & Head of ESG Investment, ClearBridge Investments

  • Moderator: Hugh Wheelan, Managing Editor, Responsible 
  • Investor

    • How is corporate governance evolving globally (regional philosophies, practices trends, and expectations) and how is this impacting the Americas; and vice versa?
    • What do SEC regulations in hot-button areas like pay ratios and proxy access mean for the companies and investors?
    • Canada & LatAm
    • How are environmental, social and corporate governance issues increasingly intersecting?
    • Can we talk about a new 'sustainability governance' vs traditional governance? 
    2:30 PM  -  3:30 PM
    Plenary: Latin America Special and focus on social finance

    - Lenora Suki, Head of Sustainable Finance Product Strategy, Bloomberg LP
    - Delfina Lopez Freijido, Project Manager, City of Buenos Aires
    - Jerome Tagger, Independent Strategic Advisor, Impact and Responsible Business and Finance
    - Ashok Parameswaran, Director, Emerging Markets Investors Alliance
    Moderator: Don Gerritsen, Senior Manager, Principles for Responsible Investment (PRI)

    • Why is LatAm taking off now on responsible investment?
    • Where is the activity: corporates, stock exchanges and institutional investment?
    • How is social and impact investing developing across the Americas?
    3:30 PM  -  3:50 PM
    Networking Coffee Break 
    3:50 PM  -  4:20 PM
    Keynote Presentation: ESG integration, the only solution forward

    - Sasja Beslik, Head of Responsible Investments, Nordea

    4:20 PM  -  5:20 PM
    Plenary: Can investors work together with corporates for long-term value creation?

    Michael Garland, Assistant Comptroller, Corporate Governance and Responsible InvestmentOffice of New York Comptroller 
    - Will Oulton, Global Head, Responsible Investment, First State Investments
    - Nikki Gwilliam-Beeharee, Head of Food and Health Research, Vigeo
    - Haig Nalbantian, Senior Partner, Mercer

    Moderator: Gregory Elders, Senior ESG Analyst, Bloomberg LP

    • The business rational of human capital and positive societal impact
    • Can the concept of investor 'Stewardship' take off in the Americas?
    • The value of short term reporting for companies and investors?
    • Remuneration and alignment
    • Long term research and development, and long-term value investing? 
    5:20 PM  -  7:00 PM
    Networking Cocktail Party
  • December 9, 2015
  • RI Insight Deep Dives: Environmental Investing 2.0 Across Asset Classes

    • 08:30 AM  -  09:00 AM
      Networking Breakfast and Registration
      09:00 AM  -  09:15 AM
      Welcome Address

      - Brenton Karmen, Global Head of Sales and Application Specialists, Bloomberg LP

      09:15 AM  -  10:15 AM
      Plenary: Themed strategies: energy efficiency and low carbon generation/waste/water technologies

      Ethan Zindler, Head of Americas & Head of PolicyBloomberg LP        - Mamadou-Abou Sarr, Global Head of Environmental, Social and Governance InvestingNorthern Trust                                                Khalid Husain, Director, ESG StrategiesTIAA-CREF Asset Management                                                                                             Anna Snider, Head of Global Equity Due DiligenceBank of America Merrill Lynch

      Moderator: Hugh WheelanManaging Editor, Responsible Investor

      • Regulatory drivers 
      • Technology development/prospects
      • Equity or debt?
      • Energy efficiency companies, Low Carbon ETFs, Benchmarks
      10:15 AM  -  11:15 AM
      Plenary: How to implement environmental and low carbon strategies across existing investments

      Ulrika HasselgrenManaging Director and Head of Sustainable and Responsible Investment, ISS-Ethix
      Norman BernsteinMember, N.W Bernstein & Associates, LLC
      Reid CapalinoSenior Energy Analyst, Carbon Tracker Initiative
      - Paul Udall, Portfolio Manager, Temporis Capital

      Moderator: Christopher WeberSenior Analyst2° Investing Initiative

      • Analysing and speaking with companies on climate risk exposures
      • Researching the market: how good is the data? 
      • How can you implement a low carbon approach within standard financial parameters?
      • Across which asset classes can these approaches apply?
      11:15 AM  -  11:45 AM
      Morning Networking Break
      11:45 AM  -  12:45 PM
      Plenary: Real Estate, Infrastructure, Water and Green Bonds: the future of green financing 

      Libby Bernick, Senior Vice President, North America, Trucost
      Eila Kreivi, Head of Capital Markets, European Investment Bank (EIB)
      - Matthew Diserio, President and Co-Founder, Water Asset Management

      Moderator: Dan Winters, Head of North America, GRESB

      • Property: environmental regulation, investor appetite and relevant asset approaches (direct or green REITs) and value proposition/time horizons
      • Investing in solar, wind and water: current market valuations and prospects
      • Yieldcos and Devcos: structures and benefits
      • Generalist or specialist funds, deal flow, fund raising, exit strategies?
      • Green, blue and social bonds: the future of public/private finance?
      12:45 PM  -  1:45 PM
      Networking Lunch
      1:45 PM  -  2:15 PM
      Keynote Interview

      Jeremy CollerChief Investment Officer, Coller Capital

      Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
      2:15 PM  -  2:45 PM

      Presentation: Developing a 'Sustainable Economic Value Added (SEVA)'

      - Dr. Andreas G. F. Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School

      Moderator: Hugh Wheelan, Managing Editor, Responsible Investor

      2:45 PM  -  3:30 PM
      ESG 2.0: Investment mandates and long-term value creation in the investment chain: The evolving relationship between asset owners and their asset managers 

      Joel PostersHead of ESG, Future Fund

      Australia's AUS$118bn sovereign wealth fund talks about their evolving approach to manager selection on sustainability and long-termism.

      Manuel Lewin, Head of Responsible Investment, Zurich Insurance 

      Manuel will talk about how Zurich Insurance Group works to ensure that ESG integration takes place across its investments, including a particular focus on working together with the external asset managers who manage two thirds of Zurich’s $200bn investment portfolio. 

      Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
      3:30 PM
      Close of RI Americas 2015