ESG3 Summit

A Driver of Shareholder Value
ReutersApril 7th, 2017
3 Times Square
New York, NY 10036
30th Floor

Engage

with institutional shareholders, public company management, 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

About the Program
PROGRAM AGENDA

Time Description
8:00-8:20 AM Registration & Networking Breakfast
8:20-8:25 Welcome Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:25-8:30 Opening Remarks
Evan Harvey, Global Head of Sustainability, Nasdaq
8:30-8:45 Host Sponsor Remarks
Integrating Corporate Responsibility, Sustainability, and Diversity: The Thomson Reuters Story
Presenter:

Patsy Doerr, Global Head, Corporate Responsibility, Sustainability & Inclusion, Thomson Reuters
8:45-9:15 Keynote Presentation
Public Pension Funds and Shareholder Engagement

Presenter:
Seth Magaziner, General Treasurer, State of Rhode Island
9:15-9:45 ESG on Tour: Investor Relations, and ESG Executives Bring the Case to Institutional Investors
Interviewer:

Louis Coppola, Co-Founder & Executive Vice President, G&A Institute
Interviewees:
Mark Henninger, Vice President of Finance, Director of Investor Relations, Intel Corporation
Suzanne Fallender, Director of Corporate Responsibility, Intel Corporation
9:45-9:55 Topic Introduction
Topic: TBA
Presenter:

Lukasz Pomorski, Managing Director, AQR Capital Management
9:55-10:35 ESG Integration: Performance Factors That Bridge the Great Divide Between Commitment to ESG and Market Recognition
Moderator:

Lukasz Pomorski, Managing Director, AQR Capital Management
Panelists:
Travis Antoniono, Investment Officer, Corporate Governance, California State Teacher’s Retirement System
Dana Hollinger, Board of Directors, CalPERS
Amy Jaffe, Senior Advisor, Energy and Sustainability, Office of the Chief Investment Officer of the Regents
James Maloney, Trustee, Chicago Policemen’s Annuity and Benefit Fund, Member, Board of Directors, Illinois Public Pension Fund Association
10:35-10:55 Networking Break
10:55-11:35 Confessions of Investor Relations Executives Part I
What IR Executives Wish Sustainability Executives Knew About Investor Demands
Moderator:

Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition
Panelists:
Darin Arita, Senior Vice President, Head of Investor Relations and FP&A, Voya Financial
Libby Bernick, Global Head of Corporate Business, TruCost
Angeline McCabe, ‎Vice President, Investor Relations, WellCare Health Plans, Inc.
11:35-12:15 PM Confessions of Sustainability Executives Part II
What Sustainability Officers Wish IR Executives Knew About ESG as a Value Driver
Moderator:

Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition
Panelists:
Gabriela Burian, Sustainable Agriculture Lead, Monsanto Company
Maureen Kline, Vice President, Public Affairs and Sustainability, Pirelli Tire North America
Nelson Switzer, Chief Sustainability Officer, Nestle Waters North America
12:15-1:15 Networking Luncheon
1:15-1:35 Topic Introduction
Beyond Quarterly Earnings: What Investors and Analysts Want to See When Shifting Away from Shortermism
Presenter:

Michael Muyot, President & Co-founder, The Analyst Desk
1:35-2:15 PM Beyond Quarterly Earnings: What Investors and Analysts Want to See When Shifting Away from Shortermism
Moderator:

Michael Muyot, President & Co-founder, The Analyst Desk
Panelists:
Linda-Eling Lee, Global Head of ESG Research, MSCI
Chris Fowle, Associate Director, Americas, Principles for Responsible Investment
Michael Garland, Assistant Comptroller, Corporate Governance and Responsible Investment, City of New York
Meredith Miller, Chief Corporate Governance Officer, UAW Retiree Medical Benefits Trust
2:15-2:55 The Board of the Future: Can Boards and Activists Align on Matters of Board Composition and Diversity?
Moderator:

Robert Jackson, Professor of Law and Director, Program on Corporate Law and Policy, Columbia Law School
Panelists:
Jared L. Landaw, Chief Operating Officer, Barington Capital Group L.P.
Mary Morris, Investment Officer, Corporate Governance, CalSTRS
Irvin D. Reid, President Emeritus, Wayne State University; Director, Mack-Cali Realty Corporation and Former Director of The Pep Boys – Manny, Moe & Jack, A. Schulman, Inc. and Handleman, Inc.
2:55-3:25 Presentation
Measuring Intangibles: Lessons Learned from 20 Years of Placing Value on Sustainability
Presenter:
Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
3:25-3:45 Networking Break
3:45-4:15 Presentation
ESG Product Innovations; Lessons Learned from the Front Lines
Presenter:
Evan Harvey, Global Head of Sustainability, Nasdaq
4:15-4:35 Topic Introduction
Board Competencies: How to Effectively Integrate Sustainability in Board Oversight
Presenter:

Veena Ramani, Program Director, Capital Market Systems Program, Ceres
4:35-5:25 ESG and Company Performance: Moving From the Qualitative to the Quantitative
Moderator:

Evan Harvey, Global Head of Sustainability, Nasdaq
Panelists:
Rodrigo Garcia, Head of Investments, Banking & Finance, Illinois State Treasury
Brandon Rees, Deputy Director, Officer of Investment, AFL-CIO
Diederik Timmer, Executive Vice President, Sustainalytics
Veena Ramani, Program Director, Capital Market Systems Program, Ceres
Dan Winters, Head of Americas, GRESB
5:25 Conference Wrap-Up
Networking Reception Begins

SESSION LEADERS
  1. Travis Antoniono
    Investment Officer, Corporate Governance
    California State Teachers’ Retirement System
    Sacramento, CA
  2. Darin Arita
    Senior Vice President, Head of Investor Relations and FP&A
    Voya Financial
    New York, NY
  3. Libby Bernick
    Global Head of Corporate Business
    TruCost
    Philadelphia, PA
  4. Gabriela Burian
    Sustainable Agriculture Lead
    Monsanto Company
    St. Louis, MO
  5. Louis Coppola
    Co-Founder & Executive Vice President
    G&A Institute
    New York, NY
  6. Robert Dornau
    Director, Senior Manager Sustainability Services
    RobecoSAM
    Zurich, Switzerland
  7. Linda-Eling Lee
    Global Head of ESG Research
    MSCI
    New York, NY
  8. Chris Fowle
    Associate Director, Americas
    Principles of Responsible Investment
    New York, NY
  9. Suzanne Fallender
    Director of Corporate Responsibility
    Intel Corporation
    Phoenix, AZ
  10. Rodrigo Garcia
    Head of Investments, Banking & Finance
    Illinois State Treasury
    Chicago, IL
  11. Michael Garland
    Assistant Comptroller, Corporate Governance and Responsible Investment
    City of New York
    New York, NY
  12. Evan Harvey
    Global Head of Sustainability
    Nasdaq
    Washington D.C.
  13. Mark Henninger
    Vice President of Finance, Director of Investor Relations
    Intel Corporation
    Santa Clara, CA
  14. Dana Hollinger
    Board of Directors
    CalPERS
    Los Angeles, CA
  15. Robert Jackson
    Professor of Law and Director, Program on Corporate Law and Policy
    Columbia Law School
    New York, NY
  16. Amy Jaffe
    Senior Advisor, Energy and Sustainability
    Office of the Chief Investment Officer of the Regents
    Oakland, CA
  1. Maureen Kline
    Vice President, Public Affairs and Sustainability
    Pirelli Tire North America
    New York, NY
  2. Jared L. Landaw
    Chief Operating Officer
    Barington Capital Group L.P.
    New York, NY
  3. Seth Magaziner
    General Treasurer
    State of Rhode Island
    Providence, RI
  4. James Maloney
    Trustee
    Chicago Policemen’s Annuity and Benefit Fund
    Member, Board of Directors
    Illinois Public Pension Fund Association
    Chicago, IL
  5. Mary Morris
    Investment Officer, Corporate Governance
    CalSTRS
    West Sacramento, CA
  6. Angeline McCabe
    Vice President, Investor Relations
    WellCare Health Plans, Inc.
    Tampa, FL
  7. Meredith Miller
    Chief Corporate Governance Officer
    UAW Retiree Medical Benefits Trust
    Ann Arbor, MI
  8. Michael Muyot
    President & Co-founder
    The Analyst Desk
    New York, NY
  9. Charlotte Laurent-Ottomane
    Executive Director
    Thirty Percent Coalition
    Boca Raton, FL
  10. Lukasz Pomorski
    Managing Director
    AQR Capital Management
    Greenwich, CT
  11. Veena Ramani
    Program Director, Capital Market Systems Program
    Ceres
    Boston, MA
  12. Brandon Rees
    Deputy Director
    Officer of Investment
    AFL-CIO
    Washington, D.C.
  13. Irvin D. Reid
    President Emeritus
    Wayne State University
    Director
    Mack-Cali Realty Corporation
    Former Director of The Pep Boys – Manny, Moe & Jack
    A. Schulman, Inc. and Handleman, Inc.
    Detroit, MI
  14. Nelson Switzer
    Chief Sustainability Officer
    Nestle Waters North America
    Toronto, ON
  15. Diederik Timmer
    Executive Vice President
    Sustainalytics
    New York, NY
  16. Dan Winters
    Head of Americas
    GRESB
    Washington, D.C.
DELEGATES
  1. Gina M. Accordino
    Senior Business Leader – VP
    Investor Relations
    MasterCard
    Purchase, NY
  2. Pamela Gill Alabaster
    SVP Corporate Communications & Corporate Social Responsibility
    Revlon Inc.
    New York, NY
  3. Travis Antoniono
    Investment Officer, Corporate Governance
    California State Teachers’ Retirement System
    Sacramento, CA
  4. Darin Arita
    Senior Vice President, Head of Investor Relations and FP&A
    Voya Financial
    New York, NY
  5. Eduardo Atehortua
    Manager, Sustainability
    Deloitte
    Medellín, Colombia
  6. Catherine Banat
    Institutional Portfolio Manager
    RBC Global Asset Management
    New York, NY
  7. Frank Barbarino
    Investment Officer
    New York City Retirement Systems, Bureau of Asset Management
    New York, NY
  8. Sean Barr
    Senior Account Executive
    EcoVadis
    New York, NY
  9. Annalisa Barrett
    Clinical Professor​ ​​of Finance
    University of San Diego
    Senior Advisor
    ValueEdge Advisors
    San Diego, CA
  10. Janet M. Barth
    Vice President, Investor Relations
    Bed Bath & Beyond
    Union, NJ
  11. Libby Bernick
    Global Head of Corporate Business
    TruCost
    Philadelphia, PA
  12. David Bertorelli
    Head of Environmental Sustainability
    Mastercard
    St. Louis, MO
  13. Brian Bertsch
    Public Relations Manager
    Thomson Reuters
    New York, NY
  14. Alison Bevilacqua
    Principal, Head of Social Research
    1919 Investment Counsel
    Cincinnati, OH
  15. Katherine Blue
    Principal, Sustainability Services
    KPMG LLP
    Atlanta, GA
  16. Corinne Boone
    Sustainability, CSR and Climate Executive
    Independent
    Toronto, Canada
  17. Hanne Vozeh Brown
    Former Global Director, Sustainability Strategy & Reporting
    Pearson
    Hoboken, NJ
  18. Gabriela Burian
    Sustainable Agriculture Lead
    Monsanto Company
    St. Louis, MO
  19. Emily Caruthers
    Associate
    STOXX Ltd.
    New York, NY
  20. Diane Cheadle
    Senior Account Executive
    Curran & Connors, Inc.
    New York, NY
  21. Jeffrey Chertoff
    Director & Advisor to Boards
    New York, NY
  22. Louis Coppola
    Co-Founder & Executive Vice President
    G&A Institute
    New York, NY
  23. Liz Coyle
    Executive Vice President, Value Offerings
    Healthcare Businesswoman’s Association
    Fairfield, NJ
  24. Marciano DeCesare
    Vice President
    MSCI
    New York, NY
  25. Drew DiSpirito
    Business Risk Consultant
    Crowe Horwath
    New York, NY
  26. Robert Dornau
    Director, Senior Manager Sustainability Services
    RobecoSAM
    Zurich, Switzerland
  27. Timothy P. Dunn
    ​​Managing Partner and Chief Investment Officer
    ​​Terra Alpha Investments LLC
    Middleburg, VA
  28. Susie Dwinell
    Executive Director
    Crystal & Co.
    New York, NY
  29. Dawn Emling
    Corporate Responsibility & Inclusion
    Thomson Reuters
    New York, NY
  30. Ben Forster
    Equity Analyst
    Schroders Investment Management
    New York, NY
  31. Chris Fowle
    Associate Director, Americas
    Principles of Responsible Investment
    New York, NY
  32. Suzanne Fallender
    Director of Corporate Responsibility
    Intel Corporation
    Phoenix, AZ
  33. Rodrigo Garcia
    Head of Investments, Banking & Finance
    Illinois State Treasury
    Chicago, IL
  34. Matthew Gardner
    Managing Partner
    Sustainserv, Inc.
    Boston, MA
  35. Michael Garland
    Assistant Comptroller, Corporate Governance and Responsible Investment
    City of New York
    New York, NY
  36. Heather Gillers
    Reporter
    Wall Street Journal
    New York, NY
  37. Tara Giunta
    Partner
    Paul Hastings
    Washington, D.C.
  38. Ashley Green
    Analyst
    WRI
    Washington, D.C.
  39. Evan Harvey
    Global Head of Sustainability
    Nasdaq
    Washington D.C.
  40. Mark Henninger
    Vice President of Finance, Director of Investor Relations
    Intel Corporation
    Santa Clara, CA
  41. Rika Hiroshima
    Public Markets Investment Department, Stewardship & ESG Division
    Government Pension Investment Fund of Japan (GPIF)
    Tokyo, Japan
  42. Dana Hollinger
    Board of Directors
    CalPERS
    Los Angeles, CA
  43. Ron Homer
    President, Access Capital Strategies
    RBC Global Asset Management
    Boston, MA
  44. Robert Jackson
    Professor of Law and Director, Program on Corporate Law and Policy
    Columbia Law School
    New York, NY
  45. Amy Jaffe
    Senior Advisor, Energy and Sustainability
    Office of the Chief Investment Officer of the Regents
    Oakland, CA
  46. Rhian Jones
    Associate
    AQR Capital Management
    Greenwich, CT
  47. Julie Kanak
    Managing Director
    Diversified Search
    Chicago, IL
  48. Tana Kantor
    Publisher
    TGEink
    New York, NY
  49. Seiji Kawazoe
    ESG Analyst
    Sumitomo Mitsui Trust Bank
    Tokyo, Japan
  50. Rosemary Kelly
    VP-Institutional Investor Relations
    Broadridge Financial Solutions, Inc.
    St. Augustine, FL
  51. Maureen Kline
    Vice President, Public Affairs and Sustainability
    Pirelli Tire North America
    New York, NY
  52. Jared L. Landaw
    Chief Operating Officer
    Barington Capital Group L.P.
    New York, NY
  53. Charlotte Laurent-Ottomane
    Executive Director
    Thirty Percent Coalition
    Boca Raton, FL
  54. Jane Lazgin
    Corporate Communications
    Nestle Waters
    New York, NY
  55. Linda-Eling Lee
    Global Head of ESG Research
    MSCI
    New York, NY
  56. Paula Luff
    Director, Sustainability & Impact
    Inherent Group
    New York, NY
  57. Seth Magaziner
    General Treasurer
    State of Rhode Island
    Providence, RI
  58. Louis Malizia
    Assistant Director, Capital Strategies
    International Brotherhood of Teamsters
    Washington D.C.
  59. James Maloney
    Trustee
    Chicago Policemen’s Annuity and Benefit Fund
    Member, Board of Directors
    Illinois Public Pension Fund Association
    Chicago, IL
  60. Angeline McCabe
    Vice President, Investor Relations
    WellCare Health Plans, Inc.
    Tampa, FL
  61. Maxwell McKenna
    Program Manager, Partnerships
    CDP
    New York, NY
  1. Denny McSweeny
    Corporate Director, Investor Relations
    Northrop Grumman Corporation
    Los Angeles, CA
  2. Pradeep Menon
    Managing Director, Asset Management
    Thomson Reuters
    New York, NY
  3. Puja Modi
    Vice President, ESG Client Coverage
    MSCI
    New York, NY
  4. Deborah Morant
    Senior Development Officer
    Local Initiatives Support Corporation
    New York, NY
  5. Mary Morris
    Investment Officer, Corporate Governance
    CalSTRS
    West Sacramento, CA
  6. Kevin Moss
    Global Director, Business Center
    WRI
    Washington, DC
  7. Meredith Miller
    Chief Corporate Governance Officer
    UAW Retiree Medical Benefits Trust
    Ann Arbor, MI
  8. Mari Murata
    Public Markets Investment Department, Stewardship & ESG Division
    Government Pension Investment Fund of Japan (GPIF)
    Tokyo, Japan
  9. Michael Muyot
    President & Co-founder
    The Analyst Desk
    New York, NY
  10. Elizabeth Oliver-Farrow
    President & CEO
    The Oliver Group
    Washington, D.C.
  11. Susan R. Olson
    Vice President Government Relations
    Natixis Global Asset Management
    Boston, MA
  12. Randy O’Neil
    Executive Director, ESG Client Coverage
    MSCI
    Boston, MA
  13. Bonnie Orlowski
    Senior Vice President
    Ariel Investments
    New York, NY
  14. Rico Oyola
    Manager, Corporate Responsibility
    SEIU Capital Stewardship Program
    New York, NY
  15. Amanda Packel
    Managing Director
    Stanford Rock Center for Corporate Governance
    Palo Alto, CA
  16. Ariel Pinchot
    Analyst
    WRI
    Washington, D.C.
  17. Chris Pinney
    President & Chief Executive Officer
    High Meadows Institute
    Boston, MA
  18. Alina Polonskaia
    Principal
    Mercer
    Toronto, Canada
  19. Lukasz Pomorski
    Managing Director
    AQR Capital Management
    Greenwich, CT
  20. Michael Pryce-Jones
    Senior Corporate Governance Analyst
    International Brotherhood of Teamsters
    Washington, D.C.
  21. John Queenan
    Senior Director, Global CSR and Sustainability
    ADP
    Roseland, NJ
  22. Veena Ramani
    Program Director, Capital Market Systems Program
    Ceres
    Boston, MA
  23. Whitney Rauschenbach
    Vice President
    MSCI
    New York, NY
  24. Brandon Rees
    Deputy Director
    Officer of Investment
    AFL-CIO
    Washington, D.C.
  25. Irvin D. Reid
    President Emeritus
    Wayne State University
    Director
    Mack-Cali Realty Corporation
    Former Director of The Pep Boys – Manny, Moe & Jack
    A. Schulman, Inc. and Handleman, Inc.
    Detroit, MI
  26. Mandy Reynolds
    Research Specialist, EIRIS Conflict Risk Network
    Vigeo Eiris
    Boston, MA
  27. Randall P. Rice
    Deputy Communications Director
    Office of Rhode Island General Treasurer Seth Magaziner
    Providence, RI
  28. Jennifer Ruddock
    VP Investor Relations
    Nektar Therapeutics
    San Francisco, CA
  29. Matt Ryan
    Business Strategy Analyst, Asset Management
    Thomson Reuters
    New York, NY
  30. Douglas Sabo
    VP, Head of Corporate Responsibility & Philanthropy
    Visa Inc.
    San Francisco, CA
  31. Alec Saltikoff
    Executive Director, Global Head of Sustainability
    JPMorgan Chase & Co.
    New York, NY
  32. Hannah Saltmam
    Senior Associate, Capital Market Systems
    Ceres
    Boston, MA
  33. Larry Schimmel
    Trustee
    New York City Employees’ Retirement System
    New York, NY
  34. Robert Schultz
    Partner
    Greentech Capital Advisors
    New York, NY
  35. Mark A. Serwinowski
    Co-Founder
    The Analyst Desk
    Denver, CO
  36. Gregg Sgambati
    Managing Director, Head of ESG Solutions
    S-Network Global Indexes, Inc.
    New York, NY
  37. Tara Lynn Steele
    Executive Assistant to the President
    CRD Analytics
    New York, NY
  38. Tyler Stricker
    Advisory Associate
    Crowe Horwath
    New York, NY
  39. Nelson Switzer
    Chief Sustainability Officer
    Nestle Waters North America
    Toronto, ON
  40. George Szabo
    Advisory Partner
    Crowe Horwath
    New York, NY
  41. Lauren Tarola
    Senior Account Supervisor
    Edelman Financial Communications
    New York, NY
  42. Natalie Teear
    Director, Sustainable Business Solutions
    PricewaterhouseCoopers LLP
    Los Angeles, CA
  43. Agnés Terestchenko
    Senior Manager, Investor Initiatives
    CDP
    New York
  44. Diederik Timmer
    Executive Vice President
    Sustainalytics
    New York, NY
  45. Beatrice Troiano
    Intern, Investor Initiatives
    CDP
    New York
  46. Trish Verrochi
    Senior Vice President
    Rockefeller & Co.
    New York, NY
  47. Ariane de Vienne
    Director of Business Development North America, Head of New York Office
    oekom research Inc.
    New York, NY
  48. Deb Wasser
    Executive Vice President
    Edelman Financial Communications
    New York, NY
  49. Sean Wasserman
    Managing Director
    Nasdaq
    New York, NY
  50. Jo Lynne Whiting
    Vice Chair
    Women’s Leadership Foundation
    Denver, CO
  51. Julia Wilson
    Director, Global Responsibility and Sustainability
    Nielsen
    New York, NY
  52. Dan Winters
    Head of Americas
    GRESB
    Washington, D.C.
  53. Dawn Wolfe
    Director, Responsible Investing
    BMO Global Asset Management
    Boston, MA
  54. Christina Wong
    Senior Manager
    SustainAbility
    New York, NY
  55. Charles Wright
    First Vice President, Endowment, Foundation & Pension Asset Management
    Amalgamated Bank
    New York, NY
  56. Jimmy Yan
    Special Counsel, Bureau of Asset Management
    Office of New York City Comptroller Scott Stringer
    New York, NY

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