Wednesday, October 14, 2020, 2:00pm – 4:00pm (Session 1)
Values, Trends & Asset Flows
COVID-19 raises questions about issues such as worker health and safety, and systemic risks like income inequality. While the existential threat of climate change has dominated the agenda in recent years, the COVID-19 pandemic has renewed focus on social and governance issues. Post-crisis, the focus on ESG and sustainable investment strategies should continue to accelerate, particularly as younger generations place more importance on these factors and expect the economic recovery to prioritize positive social and economic outcomes. This session offers perspective on the present and future state of ESG and sustainable investing from a diverse panel of experts.
Edward Allen, Managing Director, Head of ESG Client Coverage – Americas, MSCI
David Lo, Associate Partner, Client Insight, Human Capital Solutions, Aon
Tracy Stewart, Manager of Corporate Governance Research, State Board of Administration of Florida
Lily Trager, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley
ESG, COVID and the Evolving Earnings Call: Short-Termism and Investment Decision-Making
Existing corporate reporting practices, including those used on quarterly earnings calls, tend to underweight ESG disclosures and amplify short-term pressures on corporate management. This session looks at how broad market trends – including the current pandemic – are encouraging a greater focus on ESG and long-term strategy disclosures. This session lays out practical recommendations and a framework, based on extensive interactions with market participants, for how issuers can embed disclosures on ESG and long-term strategy into the content of the quarterly earnings call.
Brian Tomlinson, Director, Research, CEO Investor Forum
Structured for Scale: Building COVID Recovery Funds to Support Small Business
What will it take to build the infrastructure necessary to support small businesses through what will be a long and uneven economic recovery through and post-COVID? In this rapid-fire session, learn about the community development finance landscape and gain an understanding of where mainstream asset and wealth managers can plug in. Beth Bafford of Calvert Impact Capital will describe the organization’s experience as lead arranger for the New York Forward Loan Fund, a $100 million fund launched in partnership with the State of New York, seven national and local community lenders, seven banks, and four foundations. She will also detail efforts to replicate the model across a 12-state region in the south and other parts of the country – all with an explicit racial, gender, and geographic equity lens.
Beth Bafford, Vice President, Syndications and Strategy, Calvert Impact Capital
Addressing the Urgent Needs of COVID and Racial Injustice Through Philanthropic Impact Investing
Many clients are looking to their financial advisors for guidance on addressing the immediate needs of COVID and racial justice through philanthropic giving. This session offers a real-world view and guidance on some of the innovative impact investing methods advisors and their clients are using to address the current crisis.
Ron Cordes, Co-Founder, ImpactAssets; Co-Founder, Cordes Foundation
Angela Mwanza, Co-Founder, Evergreen Wealth Management, UBS Private Wealth Management
Stephanie Wei, Managing Director, Client Engagement and Business Development, ImpactAssets
Monday, October 19, 2020, 11:00am – 1:00pm (Session 2)
The Client View: Insights for Wealth Managers and Consultants
Hear from investors and leaders within today’s ESG and impact investing community as they chronicle their experiences, investment philosophies, and the challenges they face – and share important lessons you can use in your own business development efforts. To frame the conversation and share insights about the feasibility of ESG and impact investing and various paths forward, the session panelists will reference the Toniic impact investing framework developed from the UN Sustainable Development goals, as well as a multi-year study of the portfolios of over 75 Toniic 100% Impact Network members.
Adam Bendell, Chief Executive Officer, Toniic
Eric Jacobsen, Managing Partner and Co-Founder, Dolphin Capital
Liesel Pritzker Simmons, Principal, Blue Haven Initiative
Guiding Investors in Addressing Income Inequality
Income inequality is a defining issue of our time. This rapid-fire session will equip investment and research professionals with the tools to help them have the conversation and navigate the inclusion of income inequality criteria in their investment decisions. Get an exclusive preview of an upcoming report from TIIP and learn how you can effectively address and mitigate the various risks brought on by income inequality – through any number of investment actions.
William Burckart, President and Chief Operating Officer, The Investment Integration Project (TIIP)
Kelly Major Green, CIMA®, Institutional Consultant, Graystone Consulting, a business of Morgan Stanley
Navigating the Challenges of Using ESG Data for Reporting on ESG Outcomes
As awareness of environmental and social issues has grown, so too has the call for greater transparency and reporting that demonstrates how ESG-focused strategies can impact social and environmental outcomes. The resulting proliferation of ESG data across the investment value chain has brought with it questions about data consistency, quality, and reliability. This session explores the broad trends in ESG data, common challenges in using ESG data to report on non-financial impacts, and how data quality and reliability are likely to evolve in the coming years.
Hannah Schiff, Director, Responsible Investing, Nuveen
Megan Wallingford, Associate Director, Product Strategy and Development, Sustainalytics
Scaling ESG Integration and Impact Investing to Non-Traditional Asset Classes
ESG investment research and tools have primarily focused on supporting public equity managers. While non-traditional managers are facing the same expectations from institutional investors, they have fewer “off the shelf” solutions. This session shares insights on how non-traditional managers are rising to the challenge with asset-class specific benchmarking efforts, public equity frameworks translated into private market tools, operational data collection from PCs and operating partners, and enhanced transparency for LPs and other stakeholders.
Brigham McNaughton, Director, Sustainability Services, PwC U.S.
Helene Kubon Skulstad, Partner, Financial Services Advisory and Global Insurance Data & Analytics Leader, PwC