Generating Alpha
ESG as a Core Driver of Institutional Portfolio Performance
OCTOBER 20, 2021
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 | October 20, 2021 |
|---|---|
| 7:40-8:40 AM | Registration and Networking Breakfast |
| 8:40-8:45 | Opening Remarks |
| 8:45-9:15 | Keynote Presentation ESG and Alpha: Perspectives from a Sovereign Investor Fund Presenter: Winston Ma, Investor, Attorney, Author, and Adjunct Professor & Former Managing Director, China Investment Corporation |
| 9:15-9:35 | Topic Briefing: State of Play ESG Integrations, The Third Era Presenter: Bahar Gidwani, CFA, FSA, Co-founder & CTO, CSRHub |
| 9:35-10:10 | Armchair Chat ESG and Alpha: Causation Versus Correlation as an Obstacle to Full Integration Moderator: Bahar Gidwani, CFA, FSA, Co-founder & CTO, CSRHub Panelists: Joshua Linder, CFA, Credit Analyst, Fixed Income, APG, Asset Management US Inc. Mark Hays, Director of Sustainable and Impact Investing, Glenmede Trust Company Michael Carty, Investment Expert |
| 10:10-10:45 | Panel Discussion Due Diligence: Outlook for ESG Moderator: Alexis Kwon, Managing Director, AIMA Panelists: Chad Hagan, Founder, Hagan Capital Group & Hagan Foundations Tim Kavanaugh, Director of Investments, Mercy Investment Services Richard Zimmerman, Advisor, WE Family Offices |
| 10:45-11:20 | Networking Break |
| 11:20-11:55 | Panel Discussion Intergenerational Sustainability: A Look at a Core Value Shift and Its Impact Moderator: Ed Mullane, Editor, Activist Monitor Panelists: Sonia Ruiz, Consultant, Manager Research, RVK, Inc. Eric Israel, Financial and ESG Executive, ISOS |
| 11:55-12:30 | Presentation Portfolio Construction: Building an Investment Case for a Real Estate Portfolio Presenter: Marcel Jeucken, Founder & CEO, SustFin Ltd. |
| 12:30-1:30 | Networking Luncheon |
| 1:30-2:05 | Interview Risk Versus Performance: Outlook for ESG Interviewer: Larry Beeferman, Director, the Pensions and Capital Stewardship Project, Fellow at the Labor and Worklife Program, Harvard Law School Interviewee: Macelo Jordan, Senior Portfolio Manager, ESG, World Bank Special Fund |
| 2:05-2:40 | Panel Discussion The Convergence of ESG and Activism: What Boards Need to Know About ESG Risk Moderator: Carol Nolan Drake, Founder and CEO, Carlow Consulting Panelists: Ethan Powell, Founder & CEO, Impact Shares |
| 2:40-3:15 | Interview Integration of ESG into Passive Investments: A Case Story Interviewer: Interviewee: Juan Lois, Manager of Impact Investments, Wespath Benefits and Investments |
| 3:15-3:45 | Networking Break |
| 3:45-4:20 | Panel Discussion More than Financial Returns: The Business Roundtable and Related Debate Moderator: Panelists: Michael Garland, Corporate Governance and Responsible Investment, Office of New York City Comptroller |
| 4:20-4:55 | Panel Discussion Connecting ESG Factors to Financial Performance: Identifying the Impact Moderator: Will Relle, Responsible Investment Consultant Associate, Mercer Panelists: Jeff Cohen, Institutional Product Strategist, SASB Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co. Bill Davis, Founder and Portfolio Manager, Stance Capital |
| 4:55-5:30 | Closing Remarks |
| 5:30 | Program Adjourns; Networking Reception Begins |
Click Here to view last year’s agenda.
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