Generating Alpha

ESG as a Core Driver of Institutional Portfolio Performance

OCTOBER 30, 2017
TIME WARNER CENTER
10 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:

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:
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

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