A New Convergence: Investor Relations and ESG/Sustainability

A Workshop on Shareholder Communication


January 16, 2020

Cleary Gottlieb

10am – 3 pm

One Liberty Plaza, New York, NY 10006

38th floor

As ESG/Sustainability integrate into business strategy, institutional investors need to be updated on its impact on shareholder value. Still not fully a part of earnings calls or roadshows, IR executives are seeking the input of ESG/sustainability experts in how to best present the value proposition of ESG/sustainability and how it affects company performance. Gain insights into how IR executives may best engage with ESG/Sustainability leaders in preparing for earnings calls and in building the value case for investors.

Topics of discussion include:

  • ESG and Value Creation: Building the Performance Case for Investors
  • Investor Relations: Obstacles & Opportunities in Integrating ESG into Communications About Performance
  • The Disclosure Quagmire: Is Disclosing ESG related performance a Violation of Fiduciary Responsibility?
  • Shareholder Engagement: How to Manage an Activist Advance over an ESG Matter
  • The S and the E of ESG: Is Data the Challenge?
  • A Common Language Between IR and ESG/Sustainability Executives: What’s Missing?
  • Case Story: An Analysis of an Earnings Call and ESG Integration

Session Leaders

Senior Advisor, Board Leadership Center
KPMG LLP
New York, NY

Executive Vice President, Social Purpose, Group Head: New York
Edelman
New York, NY

Partner
Cleary Gottlieb Steen & Hamilton
New York, NY

Managing Director, Financial Communications & Special Situations
Edelman
New York, NY

Who Can Attend

This workshop is for public company executives responsible for:

  • Investor Relations
  • Sustainability
  • ESG
  • Shareholder Engagement
  • Governance
  • Corporate Legal
  • Board Membership

CONFIRMED ATTENDEES

  1. Scott Anderson
    Principal Engineer, Sustainability and Air Quality
    AECOM
    Conshohocken, PA
  2. Hewson Baltzell
    President & COO
    Helios Exchange
    Brooklyn, NY
  3. Judy Bartlett
    Vice President & Associate General Counsel
    New York Life Insurance Company
    New York, NY
  4. Mila Brogan
    Corporate Issuer & Institutional Investor Relations
    Broadridge
    Edgewood, NY
  5. Stephen L. Brown
    Senior Advisor, Board Leadership Center
    KPMG LLP
    New York, NY
  6. Patricia Cruz
    Investor Relations Associate
    Etsy, Inc.
    Brooklyn, NY
  7. Dolph Habeck
    Head of ESG Syndicate
    Morgan Stanley
    New York, NY
  8. Alex Heath
    Executive Vice President, Social Purpose, Group Head, New York
    Edelman
    New York, NY
  9. Andrew Holmberg
    Director
    Millenium Management
    New York, NY
  10. Amanda Hsieh
    COO
    Global Affairs Associates
    Houston, TX
  11. Thilo Huber
    Assistant Treasurer
    Honeywell
    New York, NY
  12. Michael Hyun
    Deputy General Counsel & Corporate Secretary
    PSEG
    Newark, NJ
  13. Aleksandra Kaminska
    Management Associate, Office of the Global CEO
    Travelzoo
    New York, NY
  14. Suzanne Klatt
    Vice President, Environment & Sustainability
    Prudential Financial
    Newark, NJ
  1. Renee Koevary
    Director of Investor Relations
    Scoggin Management
    New York, NY
  2. Arthur Kohn
    Partner
    Cleary Gottlieb Steen & Hamilton
    New York, NY
  3. Patty Kong
    Investor Relations
    ViacomCBS
    New York, NY
  4. Sabeena Liconte
    Chief Compliance Officer & General Counsel
    Bank of China International
    New York, NY
  5. Fredrik Martenson
    ESG Advisor
    M Capital
    Westport, CT
  6. Judy Sandford
    Managing Director, CSR & Sustainability
    Addison
    New York, NY
  7. Amy Schoeman
    Manager of Communications
    Ideanomics
    New York, NY
  8. Edward Soffer
    ESG Manager
    Interactive Brokers
    New York, NY
  9. Alex Sokolowski
    Director-Investor Relations, North America
    BASF
    Florham Park, NE
  10. Holly Spaeth
    Director, Corporate Branding and Responsibility (ESG)
    Polaris Inc.
    Medina, MN
  11. Randall Strickland
    Director
    Cornerstone Capital Group
    New York, NY
  12. Lex Suvanto
    Managing Director, Financial Communications & Special Situations
    Edelman
    New York, NY

WE THANK OUR SPONSORS

FOR SUPPORTING THIS WORKSHOP

Sponsors And Partners