Sustainable Investing: 

Perspectives & Opportunities

Tuesday, May 13, 8:30 am – 3:00 pm

NYSSA Conference Center, 1540 Broadway, Suite 1010 (45th Street), NY, NY USA

@NYSSA_Feed  @SinCoESG  @ESGarchitect

Sustainable Investing: Perspectives & Opportunities

Tuesday, May 13, 8:30 am – 3:00 pm

NYSSA Conference Center, 1540 Broadway, Suite 1010 (45th Street), NY, NY


The NYSSA Sustainable Investing Committee invites you to join us in a broad based discussion on impact and ESG investing on May 13th to expand our knowledge of how investment professionals are meeting both return and social impact goals.  An outstanding panel of experts and thoughts leaders has been assembled, representing the spectrum of sustainable investing activities that are shaping capital market trends today. Topics include:

·               Total Portfolio Activation:  Investing Across all Asset Classes

·               Incorporating ESG Criteria into Investment Decision-Making

·               A Case Study: Using ESG/Impact Investing Tools to Construct Portfolios

·               Investment Strategies in Response to Climate Risk

·               Incorporating Metrics into Investment Decision-Making

·               ESG 2.0



·               Aner Ben-Ami, Managing Director, Pi Investments

·               Mark Bateman, ESG/SRI Consultant, Aperio Group

·               Nicholas S. Elfner, Director of Corporate Research, Breckinridge Capital Advisors

·               Peter Ellsworth,  Senior Manager, Investor Programs, Ceres

·               Ari Frankel, Head of ESG Strategy, Real Estate, Deutsche Asset & Wealth Management

·               John Fullerton, Founder & President, Capital Institute

·               Jason Green, Chief Investment Officer, blue moon fund

·               Diane Keefe,  Trustee, National Finance and Investment Committees, American Friends Service Committee

·               Kimberly Jensen, Barra Asset Manager Consultant, MSCI

·               Bruce Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management

·               Linda-Eling Lee, PhD, Executive Director & Global Head of ESG Research, MSCI

·               Bob Litterman, Chairman, Risk Committee, Kepos Capital

·               Liz Luckett, Director of Impact Investing, Pershing Square Foundation

·               Robert Morris, Strategic Product Management Group, BlackRock

·               Himani Phadke, Associate Director of Research, Sustainability Accounting Standards Board

·               Kevin Parker, CEO, Sustainable Insight Capital Management

·               Samuel Pierce, President & CEO, IW Financial

·               Graham Sinclair, Principal, Sustainable Investment Consulting LLC

·               Nikita Singhal, Impact Investor, FB Heron Foundation

·               Cheryl Smith, PhD, CFA, Partner, Trillium Asset Management

·               Anna Snider, CAIA, Director, Global Head of Equity Due Diligence, Merrill Lynch Wealth Management

·               Silda Wall Spitzer, Principal, NewWorld Capital Group

·               Lenora Suki, CFA, Senior Product Strategist, Bloomberg LP

·               Nicholas Whitcombe, Managing Director, New York State Green Bank


 Steering Committee

·               Steve Loren, Chair

·               Drianne Benner, CFA, Appomattox

·               Hank Boerner, Governance & Accountability Institute

·               Katherine Burstein, CFA, Pell Wealth Partners

·               Diane Keefe,  Trustee, National Finance & Investment Committees, American Friends Service Committee

·               Andrew King, CFA, Deutsche Bank Trust Company

·               Ken Lassner, CFA, Aperio Group

·               Keith Lovett, FCG ADVISORS

·               Anna Snider, Merrill Lynch Wealth Management


To Register and for more information:


NYSSA Sustainable Investing Program May 13.pdf NYSSA Sustainable Investing Program May 13.pdf
Size : 205.413 Kb
Type : pdf

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