Generating Alpha

ESG as a Core Driver of Institutional Portfolio Performance

OCTOBER 30, 2017
TIME WARNER CENTER
10 ON THE PARK
60 COLUMBUS CIRCLE
NEW YORK, NY

AGENDA

The Skytop Strategies team is dedicated to crafting thought provoking
agendas that are diverse, not only in areas of thought and experience,
but in the broad range of attending speakers.

Time Description
8:00-8:30 AM Registration & Networking Breakfast
8:30-8:45 Welcome Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:45-9:15 Opening Keynote
ESG Acceptance versus Application: Trends in Institutional Investor Asset Allocation
9:15-9:55 Kickoff — Pension Fund Roundtable
Pension Fund Appetite for ESG-Investments: Financial Valuation, Portfolio Allocations, Engagement and Voting Practices
Moderator:

Yovanka Bylander, Executive Director, ISS
Panelists:
Travis Antoniono, Investment Officer, Corporate Governance, California State Teachers’ Retirement System
Chris Fowle, Associate Director, Americas, UNPRI
Gianna McCarthy, Director, Corporate Governance, NYS Office of the Comptroller
9:55-10:35 Development and Valuation of Human Capital and Corporate Citizenship: How They Factor into ESG Performance
Moderator:

James Maloney, Vice President, Public Affairs, American Investment Council
Panelists:
Geoffrey Burger, CEO & Founder, Portfolio Manager, Culture Capital, LLC
Robert McGarrah, Corporate Sustainability Attorney, Robert E. McGarrah, Jr., Esq.
David Yeh, Managing Partner, Capitol Hill, Former Senior Advisor to the White House
10:35-10:50 Networking Break
10:50-11:10 Discussion Session
Topic: TBD
Discussants:

Sylvain Château, Chief Operating Officer & Co-Founder, Beyond Ratings
11:10-11:50 Investment Consultant, Investment Advisory Panel
Research on ESG Generated Alpha: Benchmark Selection, Performance Measurement and Risk Assessment
Moderator:

Imogen Rose-Smith, Investment Fellow, Sustainability for the Office of the Chief Investment Officer of the Regents, University of California
Panelists:
Michael T. Cantara, Senior Managing Director, Global Client Group, MFS
Sylvain Château, Chief Operating Officer & Co-Founder, Beyond Ratings
Dave Lauer, Chairman and Co-Founder, Healthy Markets Association
11:50-12:30 ESG Screening: Best Practices in Building the Investment Case, Building Off of Established Screening Platforms
Moderator:

Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition
Panelists:
Eve Ellis, Financial Advisor and Portfolio Manager, Morgan Stanley
Ulrika Hasselgren, Global Head of RI Strategy, ISS
Mark Tulay, Director, Strategic Investor Initiative, CECP
12:30-1:30 Networking Luncheon
1:30-1:50 From ESG to SDGs: Pensions and Supranationals Shifting the Trillions
Presenter:

M Nicolas J Firzli, Director-General, World Pensions Council
1:50-2:30 Company and Institutional Investor Panel
Structuring Valuation Models: Demonstrating Return on Capital Through Green-Related Premiums, ESG-Related Cost Reductions and Risk Mitigation Efforts
Moderator:

Louis Coppola, Co-Founder & Executive Vice President, G&A Institute
Panelists:
Liz Su, Emerging Markets Portfolio Manager, Boston Common Asset Management
2:30-2:50 Presentation
Topic TBA
Presenters:

Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
Martina Macpherson, Global Head of Sustainability Indices, Product Management, S&P Dow Jones Indices
2:50-3:20 Networking Break
3:20-4:00 The Use of Indexes in ESG-Related Performance: Assessing and Managing Risk, Volatility and Other Considerations Facing Institutional Investors
Moderator:

Panelists:
Raman Subramanian, Managing Director and Head of Equity Applied Research for the Americas, MSCI
4:00-5:00 Portfolio Management Panel,
ESG Investment Process: An Analysis of a Portfolio Performance, Construction Practices, Monitoring, and Balancing
Moderator:

Paula Luff, Director, Sustainability and Impact, Inherent Group
Panelists:
Herb Blank, Senior Consultant, Global Finesse; Chairman, QWAFAFEW
Bruce Kahn, Portfolio Manager, Sustainable Insight Capital Management
Mariela Vargova, Senior Vice President, Sustainability and Impact Investments, Rockefeller & Co.
5:00-5:20 Closing Keynote
Accounting for ESG: Taking Brand Value, Human Capital, and IP Valuation from “Intangibles” Into the Mainstream
Presenter:

David Post, ESG Research and Portfolio Management, SASB
5:20 Summit Wrap-Up
5:25 Networking Reception

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