ESG4 Summit

A Driver of Shareholder Value

APRIL 5, 2018
CROWNE PLAZA
TIMES SQUARE
1605 BROADWAY
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 Agenda
8:25-8:55
AM
Networking Breakfast & Registration
8:55-9:00 Welcoming Remarks
Christopher P. Skroupa, Founder and Chief Executive Officer, Skytop Strategies
9:00-9:25 Keynote Presentation
Presenter:

Scott M. Stringer, New York City Comptroller
9:25-10:05 Institutional Investor Panel
Paving the Path: Institutional Investors, ESG Methodologies and the Drive Toward ESG Integration
Moderator:
Steven Balet, Managing Director, Strategic Communications, FTI Consulting
Panelists:
Patricia Brammer, Manager, Corporate Governance Officer, Ohio Public Employees Retirement System
Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
Mariela Vargova, Senior Vice President, Sustainability and Impact Investments at Rockefeller & Co.
10:05-10:45 Public Company Panel
The ESG Roadshow: How to Brief Investor Relations on the ESG Value Proposition

Moderator:
Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition
Panelists:
Mara Bolis, Senior Advisor, Market Systems, Oxfam
Lauren Compere, Managing Director, Director of Shareowner Engagement, Boston Common Asset Management
Patsy Doerr, Global Head, Corporate Responsibility & Inclusion, Thomson Reuters
Angeline McCabe, Vice President, Investor Relations, WellCare Health Plans, Inc
10:45-11:15 Interview
Topic: TBA

Interviewer:
Interviewee:
Linda- Eling Lee, Global Head of ESG Research, MSCI
11:15-11:40 Networking Break
11:40-12:20
PM
Panel Discussion
Hard Pivot: Building Consensus on How to Best Brief Your Market Analysts

Moderator:
Hank Boerner, Chairman and Chief Executive Officer, Governance & Accountability Institute
Panelists:
Cathy Hansell, Founder and President, Breakthrough Results
12:20-1:20 Networking Luncheon
1:20-2:00 PM Institutional Consultant Panel
Lens Shift: Is ESG Now Attracting Long-Term Investors?

Moderator:
Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute
Panelists:
Eric Israel, Chief Financial Officer & Sustainability Strategist, ISOS Group
Claudio Rojas, Director, Hurt Capital
Imogen Rose-Smith Investment Fellow, Office of the President, University of California
2:00-2:40 Reporting Standards: The Importance of Disclosing Accurate/Assured ESG Performance
Moderator:
Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute
Panelists:
David Hackett, Partner, Baker & McKenzie LLP
Carole Laible, Chief Executive Officer, Domini Impact Investments
Michael McCauley, Senior Officer, Investment Programs & Governance, Florida State Board of Administration (SBA)
Timothy Smith, Director of Environmental Social and Governance Shareowner Engagement , Walden Asset Management
2:40-3:20 Discussion Session
Data Analytics and New Technology: Tools for Expanding Performance Benchmarking and Shareholder Engagement

Discussants:
Gregg Sgambati, Director, ESG Solutions, S-Network Global Indexes, Inc
Dan Winters, Head of Americas, GRESB
3:20-3:50 Networking Break
3:50-4:30 Panel Discussion
Human Capital and Company Value: The Institutional Investors Perspective

Moderator:
Maureen O’Brien, Director of Corporate Governance, Segal Marco Advisors
Panelists:
Rodrigo Garcia, Chief Investment Officer and Chief Financial Officer, Illinois State Treasury
Michael Garland, Assistant Comptroller for Corporate Governance and Responsible Investment, New York City Office of the Comptroller
Meredith Miller, Chief Corporate Governance Officer, UAW Retiree Medical Benefits Trust
Mary Hartman Morris, Investment Officer, Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
4:30-5:10 Discussion Session
Into the Fold: Obstacles and Opportunities Faced by Small Cap Companies

Discussants:
Kathlyn Collins, ESG Analyst, Cartica Management
Jared L. Landaw, Chief Operating Officer, Barington Capital Group, L.P.
5:10-5:30 Closing Presentation
ESG: The Way Forward
5:30 Program Adjourns, Networking Reception Begins

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

LEAD SPONSOR

TITLE SPONSOR

PROGRAM SPONSORS

NETWORKING PARTNERS