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: |
| 9:55-10:35 | Development and Valuation of Human Capital and Corporate Citizenship: How They Factor into ESG Performance Moderator: Panelists: |
| 10:35-10:50 | Networking Break |
| 10:50-11:30 | ESG Screening: Best Practices in Building the Investment Case, Building Off of Established Screening Platforms Moderator: Panelists: |
| 11:30-12:10 PM | 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: Panelists: |
| 12:10-1:10 | Networking Luncheon |
| 1:10-1:40 | 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 |
| 1:40-2:20 | The Use of Indexes in ESG-Related Performance: Assessing and Managing Risk, Volatility and Other Considerations Facing Institutional Investors Moderator: Panelists: |
| 2:20-3:00 | Portfolio Management Panel, Part 1 ESG Investment Process: A Review of Best-of-Breed Portfolio Construction Practices Moderator: Panelists: |
| 3:00-3:40 | Portfolio Management Panel, Part 2 ESG Investment Process: An Analysis of a Portfolio Performance, Monitoring and Balancing Moderator: Panelists: Mariela Vargova, Senior Vice President, Sustainability and Impact Investments, Rockefeller & Co. |
| 3:40-4:10 | Networking Break |
| 4:10-4:50 | Investment Consultant, Investment Advisory Panel Research on ESG Generated Alpha: Benchmark Selection, Performance Measurement and Risk Assessment Moderator: Panelists: |
| 4:50-5:20 | Closing Keynote Accounting for ESG: Taking Brand Value, Human Capital, and IP Valuation from “Intangibles” Into the Mainstream Presenter: |
| 5:20-5:30 | Summit Wrap-Up |
| 5:30 | Networking Reception |
WE THANK OUR SPONSORS
FOR SUPPORTING THIS PROGRAM
PROGRAM SPONSORS
STRATEGIC PARTNERS
