Generating Alpha

ESG as a Core Driver of Institutional Portfolio Performance

FEBRUARY 13, 2019
EDELMAN
250 HUDSON ST
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.

Brian Chiappinelli

President & Founder Impact Direct Advisors

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Time Description
8:00-8:45 AM Registration & Networking Breakfast
8:45-8:50 Welcome Remarks
Christopher P. Skroupa, Founder and Chief Executive Officer, Skytop Strategies
8:50-9:20 Opening Keynote
Sustainability: Investor Expectations for Corporate Leaders
Presenter:
Mindy Lubber, CEO and President, Ceres
9:20-10:00 Presentation
The Limits of ESG Screening: Standardization and Building off of Established Platforms
Presenter:
Jeff Cohen, Product Strategist, SASB
10:00-10:40 Panel Discussion
Alpha from Impact: Identifying Opportunities in ESG
Moderator:
Paula Luff, Director, Sustainability and Impact, Inherent Group
Panelists:
Kyle Balkissoon, Partner, Stance Capital
Hernando Cortina, CFA, Director, Indexes & Analytics, JUST Capital
Bahar Gidwani, CFA, FSA, Co-founder & CTO, CSRHub
Jared Landaw, Chief Operating Officer and General Counsel, Barington Capital Group, L.P.
10:40-11:10 Networking Break
11:10-11:50 Public Equity Panel
ESG Materiality: Towards Objective Definitions
Moderator:
Mark Tulay, Senior Director, CECP
Panelists:
Jeff Cohen, Product Strategist, SASB
Gerold Koch, CFA, Structurer for Institutional Mandate Solutions, DWS
Gianna McCarthy Director, Corporate Governance, New York State Common Retirement Fund
David Yeh, Managing Partner, Capitol Hill, Former Senior Advisor to the White House
11:50-12:10 Topic Introduction
ESG Factors: How They Relate to Fiduciary Responsibility
Presenter:
Bridget Bearden, Researcher, DCIIA (Defined Contribution Institutional Investors’ Association)
12:10-12:40 Interview
Liquid Multi – asset and Data Science – an Evolving Perspective
Interviewer:
Heather L. Barlow, Chief Administrative Officer, Skytop Strategies
Interviewee:
Peter Kellner, Founder & CEO, Richmond Global Compass
12:40-1:40 PM Networking Luncheon
1:40-2:00 Topic Discussion
Investing In Alternatives: Diversifying your Portfolio, Expanding your Returns, and Understanding your Risks
Presenter:
Jeffry Haber, PhD, CPA, Senior Director, Finance, The Commonwealth Fund
2:00-2:30 Presentation
Building Better Beta with ESG: A Contrarian’s Perspective
Presenter:
Jon Lukomnik, Former Executive Director, IRRC Institute
2:30-3:10 Panel Discussion
Capacity Constrained Markets: ESG As a Source of High Conviction
Moderator:
Brian Chiappinelli, President & Founder, Impact Direct Advisors
Panelists:
Abbott Lawrence, CFA, Analyst, Boston Common Asset Management
Mona Naqvi, Senior Director, ESG Indices, S&P Dow Jones Indices
Richard Zimmerman, Advisor, WE Family Offices
3:10-3:40 Networking Break
3:40-4:20 Panel Discussion
Your ESG Score: The Role of Social Responsibility in Creating Company Value
Moderator:
Josh Hochberg, Deputy General Manager, Edelman
Panelists:
Herbert Blank, President, Quant Pioneers LLC
Kevin Eckerle, Director of Corporate Research & Engagement, NYU Stern Center for Sustainable Business
William Jannace, Adjunct Professor, Fordham Law School
4:20-5:00 Panel Discussion
Call to All Assets: Practical Hurdles to Actualizing Alpha
Moderator:
Ed Mullane, Editor, Acuris-Activistmonitor
Panelists:
Anna Lester, Vice President, Active Quantitative Equities, State Street Global Advisors
Mariela Vargova, Senior Vice President, Rockefeller Capital Management
5:00 Program Adjourns; Networking Reception Begins
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