Generating Alpha

ESG as a Core Driver of Institutional Portfolio Performance

PENTHOUSE 45
432 WEST 45th STREET
PH SUITE
OCTOBER, 2020
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.

Refer a Colleague
Panelists:
Mariel Vargova, Co-Chair

Time June, 2020
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
Mariela Vargova, Ph.D, Senior ESG and Impact Investing Professional, Co-Chair, Generating Alpha Program
5:30 Program Adjourns; Networking Reception Begins

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