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
Hank Boerner, Chairman and Chief Executive Officer, Governance & Accountability Institute
9:00-9:25 Keynote Presentation
Presenter:

Scott M. Stringer, New York City Comptroller
9:25-10:05 Paving the Path: Institutional Investors, ESG Methodologies and the Drive Toward ESG Integration
Moderator:
Steven Balet, Managing Director, Strategic Communications, FTI Consulting
Panelists:
Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
Gianna McCarthy, Director, Corporate Governance, Office of the New York State Comptroller
Mariela Vargova, Senior Vice President, Sustainability and Impact Investments, Rockefeller Capital Management
10:05-10:25 Networking Break
10:25-10:35 Topic Introduction
Presenter:

David Mordy, Director, Investor Relations, CenterPoint Energy
10:35-11:25 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
Angeline McCabe, Vice President, Investor Relations, WellCare Health Plans, Inc
David Mordy, Director, Investor Relations, CenterPoint Energy
11:25-11:50 The Intersection of ETFs and ESG Investing
Interviewer:
Linda- Eling Lee, Global Head of ESG Research, MSCI
Interviewee:
Dave Nadig, Managing Director, ETF.com
Linda Zhang, Founder, Purview Investments
11:50-12:05 How Public Companies Can Adapt to an ESG Culture: Questions Market Analysts Should Ask in Demonstrating ESG Value
Presenter:

Cathy Hansell, Founder and President, Breakthrough Results
12:05-12:45 Hard Pivot: Building Consensus on How to Best Brief Your Market Analysts
Moderator:
Henry Shilling, Director of Research, Sustainable Research and Analysis LLC
Panelists:
Valerie Grant, Senior Vice President, Senior Portfolio Manager, AllianceBernstein LP
Katherine Gaumond, Analyst, Environmental Defense Fund
Diana Glassman, Chief Executive Officer and Founder, Integration Strategy
Ken Lassner, Senior Client Relationship Manager, Aperio Group
12:45-1:45 Networking Luncheon
1:45-2:25 PM Lens Shift: Is ESG Now Attracting Long-Term Investors?
Moderator:
Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute
Panelists:
Murray Birt, Vice President, DWS
Eric Israel, Sustainability Assurance Strategist, ISOS Group
Claudio Rojas, Managing Director, Hurt Capital
2:25-2:40 Topic Introduction
Presenter:

Margaret Peloso, Partner, Environmental & Natural Resources, Vinson & Elkins LLP
2:40-3:30 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
Michael McCauley, Senior Officer, Investment Programs & Governance, Florida State Board of Administration (SBA)
Margaret Peloso, Partner, Environmental & Natural Resources, Vinson & Elkins LLP
Timothy Smith, Director of Environmental Social and Governance Shareowner Engagement , Walden Asset Management
3:30-3:40 Topic Introduction
Presenter:

John S Arabadjis, Managing Director, Head of GX Labs, State Street Global Exchange
3:40-4:20 Data Analytics and New Technology: Approaches for Expanding Performance Benchmarking and Shareholder Engagement
Moderator:

Gregg Sgambati, Director, ESG Solutions, S-Network Global Indexes, Inc
Panelists:
John S Arabadjis, Managing Director, Head of GX Labs, State Street Global Exchange
Steve Oh, Director of Development, ETF Product, Listings & Trading, Nasdaq
Dan Winters, Head of Americas, GRESB
4:20-4:40 Networking Break
4:40-5:30 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)
5:30-6:00 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.
6:00 Program Adjourns, Networking Reception Begins

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

LEAD SPONSOR

CO-LEAD SPONSOR

TITLE SPONSOR

PROGRAM SPONSORS

NETWORKING PARTNERS