Nasdaq
4 Times Square
New York, NY
with institutional shareholders, companies, ESG practice and capital markets experts on how to leverage favorable consideration in the capital markets from sustainable ESG practices
Discover
emerging methodologies in assessing and presenting ESG performance to the capital markets
Apply
the latest practices and technologies needed to set company performance and reporting expectations
Time | Description |
---|---|
8:30–8:45AM | Breakfast, Registration, Welcoming & Opening Remarks Christopher P. Skroupa, Founder & CEO, Skytop Strategies Evan Harvey, Director of Corporate Responsibility, Nasdaq |
8:45–9:05 | Opening Keynote José María Figueres, Former President, Costa Rica, Chairman of the Board, Rocky Mountain Institute & Carbon War Room |
9:05–9:20 | Profiles of ESG Ratings, Worldwide Presenter: Mark Tulay, Program Director & COO, GISR |
9:20– 10:00 | The Changing Understanding of Company ESG Strategies, Performance and Recognition by Capital Markets Experts Moderator: Erika Karp, Founder and CEO, Cornerstone Capital Group Panelists: TerriJo Saarela, Corporate Governance Director, State of Wisconsin Investment Board Michael Garland, Assistant Comptroller, Corporate Governance & Responsible Investment, New York City Office of the Comptroller Scott M. Stringer Robert McGarrah, Counsel, Office of Investment, AFL-CIO |
10:00–10:40 | Identifying How Integration of ESG Factors Can Help Mitigate Risk and Expand Opportunities Moderator: Katherine W. Schrank, J.D., IEMA Certified Sustainability Practitioner, Sustainability Partners, Inc. Panelists: Scott Zdrazil, Director of Strategy and Corporate Engagement, Office of New York City Comptroller Scott M. Stringer Jamie Rantanen, Director, Deutsche Bank Bruce M. Kahn, Portfolio Manager, Sustainable Insight Capital Management Linda-Eling Lee, Executive Director and Global Head of ESG Research, MSCI |
10:40-10:55 | Refreshment Break |
10:55-11:35 | Perspectives on ESG Disclosure: Investor Need vs. Company Ability Moderator: Tracey Rembert, Senior Manager of Investor Engagement, Ceres Panelists: Simon MacMahon, Global Director, Advisory Services, Sustainalytics Dan Winters, Head of North America, GRESB Chris Fowle, Vice President, Investor Initiatives, CDP North America Louis Malizia, Assistant Director-Capital Strategies, International Brotherhood of Teamsters |
11:35–12:15PM | Addressing the Expectations of the Marketplace: The Challenge of Managing Against Undefined or Rapidly Reshaping ESG Performance and Reporting Expectations Moderator: Stephen L. Brown, Principal, Edgerton Group, LLC & Special Advisor, Skytop Strategies Panelists: Paula Luff, Vice President, Corporate Social Responsibility, Hess Corporation Daniel L. Goelzer, Partner, Baker & McKenzie LLP Kathryn Caulfield, Vice President, Global Corporate Communications & Responsibility, The Clorox Company Laurence Hazell, Director, Governance, Standard & Poor’s Ratings Services |
12:15–12:55 | Technology: How Today’s Tools and Resources Help Both Companies and Institutional Shareholders Evaluate and Quantify Good ESG Performance Introduction: Marjella Alma, Chief Executive Officer, eRevalue Moderator: Marjella Alma, Chief Executive Officer, eRevalue Panelists: Hideki Suzuki, Senior Corporate Governance Analyst, Bloomberg LP Christopher Weber, Research Associate, World Resources Institute Hendrik Bartel, Co-Founder & CEO, TruValue Labs |
12:55-1:30 | Networking Lunch |
1:30–2:10 | The Language of ESG and Sustainability: The Opportunity to Create a Shared Vocabulary Between Mainstream Asset Managers and SRI Moderator: Evan Harvey, Director of Corporate Responsibility, Nasdaq Panelists: Cambria Allen, Corporate Governance Director, UAW Retiree Medical Benefits Trust Marisa Buchanan, Vice President, Sustainable Finance, JPMorgan Chase Stu Dalheim, Vice President, Shareholder Advocacy, Calvert Investments Michael Meehan, Chief Executive Officer, Global Reporting Initiative |
2:10–2:50 | Increasing Value and Enhancing Competitive Edge: How Does ESG Integration Help Companies Reduce Costs, Enhance Operational Efficiencies, Conserve Use of Natural Resources and Build a Sustainable Supply Chain Moderator: Louis Coppola, Executive Vice President & Partner, Governance & Accountability Institute, Inc. Panelists: Brian A. Rice, Portfolio Manager, Corporate Governance, California State Teachers’ Retirement System Matt Swibel, Director, Corporate Sustainability, Lockheed Martin Michael Muyot, President, CRD Analytics |
2:50–3:05 | Refreshment Break |
3:05–3:45 | The ESG Implementation Challenge: Proving the Investment Case and the Business Case for ESG Integration Moderator: Mark Tulay, Program Director & COO, GISR Panelists: John K.S. Wilson, Head of Corporate Governance, Engagement and Research, Cornerstone Capital Group Henry Shilling, Senior Vice President, Moody Analytics David Hackett, Partner, Baker & McKenzie LLP |
3:45-3:55 | Investment Consultant View on ESG Presenter: Scott Perry, CAIA, Partner, Endowment & Foundation Team, NEPC, LLC |
3:55–4:35 | What Matters to Asset Managers When It Comes to ESG Moderator: Scott Perry, CAIA, Partner, Endowment & Foundation Team, NEPC, LLC Panelists: Brace Young, CEO, Mariner Investment Group Christopher McKnett, Managing Director & Head of ESG Portfolio Strategy, State Street Global Advisors Adam Blumenthal, Co-Founder and Managing Director, Blue Wolf Capital Partners |
4:35–5:15 | Getting Buy-In from the Market Analyst: How to Connect ESG Performance With Traditional Portfolio Management Moderator: Michael Greis, CFA, Principal, Riverbend Advisors Panelists: Adam Fleck, CFA, Director, Consumer Equity Research, Morningstar, Inc. Rob Wilson, Research Analyst, MFS Investment Management Keith A. Mills, CFA, Partner, Director of Research & Research Analyst Trillium Asset Management |
5:15 | Summit Wrap-Up Evan Harvey, Director of Corporate Responsibility, Nasdaq Christopher P. Skroupa, Founder & CEO, Skytop Strategies |
5:15-6:00 | Networking Reception Marjella Alma, Chief Executive Officer, eRevalue |
SPONSORS
Interested in attending?
Interested in showcasing your expertise as a speaker?
Interested in partnering with us as a sponsor?