Skytop Strategies

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

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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.

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Time	Description
8:00-8:40 AM	Registration & Networking Breakfast
8:40-8:45	Welcome Remarks Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:45-9:15	*Opening Keynote* (Televised) ESG: From Compliance to Competitive Advantage Presenter: Hazel Henderson, President and Founder, Ethical Markets
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: Travis Antoniono, Investment Officer, Corporate Governance, California State Teachers’ Retirement System Chris Fowle, Associate Director, Americas, UNPRI Gianna McCarthy, Director, Corporate Governance, NYS Office of the Comptroller
9:55-10:35	Development and Valuation of Human Capital and Corporate Citizenship: How They Factor into ESG Performance Moderator: James Maloney, Vice President, Public Affairs, American Investment Council Panelists: Geoffrey Burger, CEO & Founder, Portfolio Manager, Culture Capital, LLC Robert McGarrah, Corporate Sustainability Attorney, Robert E. McGarrah, Jr., Esq. David Yeh, Managing Partner, Capitol Hill, Former Senior Advisor to the White House
10:35-10:50	*Networking Break*
10:50-11:10	Topic Introduction ESG Performance Assessment at Country Level: New Aggregates Scores that Reflect Materiality Presenter: Sylvain Château, Chief Operating Officer & Co-Founder, Beyond Ratings
11:10-11:50	Investment Consultant, Investment Advisory Panel Research on ESG Generated Alpha: Benchmark Selection, Performance Measurement and Risk Assessment Moderator: Imogen Rose-Smith, Investment Fellow, Sustainability for the Office of the Chief Investment Officer of the Regents, University of California Panelists: Michael T. Cantara, Senior Managing Director, Global Client Group, MFS Sylvain Château, Chief Operating Officer & Co-Founder, Beyond Ratings Dave Lauer, Chairman and Co-Founder, Healthy Markets Association
11:50-12:30	ESG Screening: Best Practices in Building the Investment Case, Building Off of Established Screening Platforms Moderator: Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition Panelists: Eve Ellis, Financial Advisor and Portfolio Manager, Morgan Stanley Ulrika Hasselgren, Global Head of RI Strategy, ISS Mark Tulay, Director, Strategic Investor Initiative, CECP
12:30-1:30	*Networking Luncheon*
1:30-1:50	From ESG to SDGs: Pensions and Supranationals Shifting the Trillions Presenter: M Nicolas J Firzli, Director-General, World Pensions Council
1:50-2:30	Interview Structuring Valuation Models: Demonstrating Return on Capital Through Green-Related Premiums, ESG-Related Cost Reductions and Risk Mitigation Efforts Interviewer: Louis Coppola, Co-Founder & Executive Vice President, G&A Institute Interviewee: Liz Su, Emerging Markets Portfolio Manager, Boston Common Asset Management
2:30-2:50	*Presentation* ESG as a Factor: Improving Your Risk/Return Profile Presenter: Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
2:50-3:20	*Networking Break*
3:20-4:20	Portfolio Management Panel, ESG Investment Process: An Analysis of a Portfolio Performance, Construction Practices, Monitoring, and Balancing Moderator: Paula Luff, Director, Sustainability and Impact, Inherent Group Panelists: Herb Blank, Senior Consultant, Global Finesse; Chairman, QWAFAFEW Bruce Kahn, Portfolio Manager, Sustainable Insight Capital Management Mariela Vargova, Senior Vice President, Sustainability and Impact Investments, Rockefeller & Co.
4:20-4:40	Closing Keynote Accounting for ESG: Taking Brand Value, Human Capital, and IP Valuation from “Intangibles” Into the Mainstream Presenter: David Post, ESG Research and Portfolio Management, SASB
4:40	*Summit Wrap-Up*
4:45	*Networking Reception*

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