- December 8, 2015
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08:30 AM - 09:00 AM Networking Breakfast and Registration
09:00 AM - 09:10 AM Welcome to RI Americas 2015
- Hugh Wheelan, Managing Editor, Responsible Investor09:10 AM - 09:40 AM Keynote Presentation
- Anne Simpson, Investment Director of Global Governance, California Public Employees' Retirement System (CalPERS)
Live from Paris COP21: What are the policy changes coming out of the UN climate change conference and what will they mean for corporates and institutional investors?09:40 AM - 10:40 AM Plenary: The economic risks of climate change, and their translation into investment
- Jess Gaspar, Head of Quantitative Research, Commonfund- Joy Williams, Assistant Portfolio Manager, Climate Change Risk, Ontario Teachers' Pension Plan (OTPP)- Remy Briand, Global Head of Research, MSCI-Amy Domini, Founder, Domini Social Investments
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
- How is climate data in the Americas influencing business strategy for risk and opportunity?
- How is it changing the political/economic debate?
- What is the upshot for investors: at risk companies/sectors/geographies versus investment opportunities?
10:40 AM - 11:00 AM Morning Networking Break
Sponsored by:
11:00 AM - 11:30 AM Keynote Presentation
- Hilde Jervan, Chief Advisor, Council on Ethics for the Norwegian Government Pension Fund Global
11:30 AM - 12:30 PM Plenary: The Fossil Free campaign and institutional carbon divestment: how serious is it?
- Liz Krueger, Senator, New York State- Sasja Beslik, Head of Responsible Investments, Nordea- Peter Webster, Chief Executive Officer, EIRIS- Aye Soe, Senior Director of Global Research, S&P Dow Jones Indices
Moderator: Cary Krosinsky, Adjunct, Yale University
- How broad will the divestment movement become and where are the divested assets going?
- How will the divest/invest campaign develop?
- What are the meaningful low-carbon alternatives to divestment: portfolio decarbonisation or investing green?
12:30 PM - 1:30 PM Networking Lunch1:30 PM - 2:30 PM Plenary: The future of corporate governance in the Americas
- - Sophie L’Hélias, Director, Global Initiatives, Conference Board
- - Matthew Orsagh, Director, Capital Markets Policy, CFA Institute
- - Michael Jantzi, Chief Executive Officer, Sustainalytics
- - Mary Jane McQuillen, Managing Director, Portfolio Manager & Head of ESG Investment, ClearBridge Investments
- Moderator: Hugh Wheelan, Managing Editor, Responsible
- Investor
- How is corporate governance evolving globally (regional philosophies, practices trends, and expectations) and how is this impacting the Americas; and vice versa?
- What do SEC regulations in hot-button areas like pay ratios and proxy access mean for the companies and investors?
- Canada & LatAm
- How are environmental, social and corporate governance issues increasingly intersecting?
- Can we talk about a new 'sustainability governance' vs traditional governance?
2:30 PM - 3:30 PM Plenary: Latin America Special and focus on social finance
- Lenora Suki, Head of Sustainable Finance Product Strategy, Bloomberg LP- Delfina Lopez Freijido, Project Manager, City of Buenos Aires- Jerome Tagger, Independent Strategic Advisor, Impact and Responsible Business and Finance- Ashok Parameswaran, Director, Emerging Markets Investors AllianceModerator: Don Gerritsen, Senior Manager, Principles for Responsible Investment (PRI)
- Why is LatAm taking off now on responsible investment?
- Where is the activity: corporates, stock exchanges and institutional investment?
- How is social and impact investing developing across the Americas?
3:30 PM - 3:50 PM Networking Coffee Break3:50 PM - 4:20 PM Keynote Presentation: ESG integration, the only solution forward- Sasja Beslik, Head of Responsible Investments, Nordea
4:20 PM - 5:20 PM Plenary: Can investors work together with corporates for long-term value creation?
- Michael Garland, Assistant Comptroller, Corporate Governance and Responsible Investment, Office of New York Comptroller- Will Oulton, Global Head, Responsible Investment, First State Investments- Nikki Gwilliam-Beeharee, Head of Food and Health Research, Vigeo- Haig Nalbantian, Senior Partner, Mercer
Moderator: Gregory Elders, Senior ESG Analyst, Bloomberg LP
- The business rational of human capital and positive societal impact
- Can the concept of investor 'Stewardship' take off in the Americas?
- The value of short term reporting for companies and investors?
- Remuneration and alignment
- Long term research and development, and long-term value investing?
5:20 PM - 7:00 PM Networking Cocktail Party
- December 9, 2015
- RI Insight Deep Dives: Environmental Investing 2.0 Across Asset Classes
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08:30 AM - 09:00 AM Networking Breakfast and Registration09:00 AM - 09:15 AM Welcome Address
- Brenton Karmen, Global Head of Sales and Application Specialists, Bloomberg LP
09:15 AM - 10:15 AM Plenary: Themed strategies: energy efficiency and low carbon generation/waste/water technologies- Ethan Zindler, Head of Americas & Head of Policy, Bloomberg LP - Mamadou-Abou Sarr, Global Head of Environmental, Social and Governance Investing, Northern Trust - Khalid Husain, Director, ESG Strategies, TIAA-CREF Asset Management - Anna Snider, Head of Global Equity Due Diligence, Bank of America Merrill Lynch
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
- Regulatory drivers
- Technology development/prospects
- Equity or debt?
- Energy efficiency companies, Low Carbon ETFs, Benchmarks
10:15 AM - 11:15 AM Plenary: How to implement environmental and low carbon strategies across existing investments
- Ulrika Hasselgren, Managing Director and Head of Sustainable and Responsible Investment, ISS-Ethix- Norman Bernstein, Member, N.W Bernstein & Associates, LLC- Reid Capalino, Senior Energy Analyst, Carbon Tracker Initiative- Paul Udall, Portfolio Manager, Temporis Capital
Moderator: Christopher Weber, Senior Analyst, 2° Investing Initiative
- Analysing and speaking with companies on climate risk exposures
- Researching the market: how good is the data?
- How can you implement a low carbon approach within standard financial parameters?
- Across which asset classes can these approaches apply?
11:15 AM - 11:45 AM Morning Networking Break11:45 AM - 12:45 PM Plenary: Real Estate, Infrastructure, Water and Green Bonds: the future of green financing
- Libby Bernick, Senior Vice President, North America, Trucost- Eila Kreivi, Head of Capital Markets, European Investment Bank (EIB)- Matthew Diserio, President and Co-Founder, Water Asset Management
Moderator: Dan Winters, Head of North America, GRESB
- Property: environmental regulation, investor appetite and relevant asset approaches (direct or green REITs) and value proposition/time horizons
- Investing in solar, wind and water: current market valuations and prospects
- Yieldcos and Devcos: structures and benefits
- Generalist or specialist funds, deal flow, fund raising, exit strategies?
- Green, blue and social bonds: the future of public/private finance?
12:45 PM - 1:45 PM Networking Lunch1:45 PM - 2:15 PM Keynote Interview
- Jeremy Coller, Chief Investment Officer, Coller Capital
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor2:15 PM - 2:45 PM Presentation: Developing a 'Sustainable Economic Value Added (SEVA)'
- Dr. Andreas G. F. Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
2:45 PM - 3:30 PM ESG 2.0: Investment mandates and long-term value creation in the investment chain: The evolving relationship between asset owners and their asset managers
- Joel Posters, Head of ESG, Future Fund
Australia's AUS$118bn sovereign wealth fund talks about their evolving approach to manager selection on sustainability and long-termism.
- Manuel Lewin, Head of Responsible Investment, Zurich Insurance
Manuel will talk about how Zurich Insurance Group works to ensure that ESG integration takes place across its investments, including a particular focus on working together with the external asset managers who manage two thirds of Zurich’s $200bn investment portfolio.
Moderator: Hugh Wheelan, Managing Editor, Responsible Investor3:30 PM Close of RI Americas 2015
