NYC Sustainable Investment Conference
for Financial Advisors

Thursday, October 19, 2017
8 a.m. – 6 p.m.
New York Open Center
22 E 30th St., NYC

*Attendance is for investment professionals only.

Join the conversation. #SMARTimpact

SMART (Sustainability Metrics Applied to Risk Tolerance)®

Investing for a Better World

“Generating sustainable returns over time requires a sharper focus not only on governance, but also on
environmental and social factors facing companies today.”
~Larry Fink, CEO, Blackrock1

As of 2016, there were $8.7 trillion in professionally managed sustainable portfolios, representing a 33% two year growth.2 ESG (Environmental, Social, and Governance) Investing is clearly on the rise.  This event is designed to align advisor practices with the rapidly growing ESG landscape, and will focus on the following:

ESG Marketing and Client Acquisition – How to brand yourself as an ESG expert and attract clients interested in ESG to your practice.

ESG Data –  Exploring whether ESG integration adds alpha and/or reduces risk in portfolio design.

RIA Perspectives on ESG Investing – An opportunity to learn from large RIA’s that are successfully incorporating ESG strategies into their investment process and business models.

Keynote Speakers

Barbara Krumsiek

Former President and CEO, Calvert Investments
Board of Directors, 
Arabesque Asset Management

Barbara J. Krumsiek currently serves on the Board of Directors for Arabesque Asset Management, and is the former Chair, President, and CEO of Calvert Investments, Inc. In 2013, Ms. Krumsiek was recognized as one of Washington Business Journal’s Power 100, one of Washingtonian Magazine’s “Most Powerful Women,” and won the “Private Sector Woman of the Year” Award from Financial Women’s Association of New York. Prior to joining Calvert in 1997, Ms. Krumsiek served as Managing Director at Alliance Capital Management L.P. (now Alliance Bernstein Asset Management Company) in New York City.

Georg Kell

Founding Director, United Nations Global Compact

Georg Kell is the founder and former Executive Director of the United Nations Global Compact, the world’s largest voluntary corporate sustainability initiative with over 9,000 corporate signatories in more than 160 countries.

As its founding Executive Director, Kell helped to establish the United Nations Global Compact as the foremost platform for the development, implementation and disclosure of responsible and sustainable corporate policies and practices. In a career of more than 25 years at the United Nations, Kell also oversaw the conception and launch of the Global Compact’s sister initiatives on investment, the Principles for Responsible Investment (PRI), and on education, the Principles for Responsible Management Education (PRME), together with the Sustainable Stock Exchanges (SSE) initiative.

Mr. Kell started his career as a research fellow in engineering at the Fraunhofer Institute for Production Technology and Innovation in Berlin. He then worked as a financial analyst in various countries in Africa and Asia before joining the United Nations in 1987. A native of Germany, Kell holds advanced degrees in economics and engineering from the Technical University of Berlin.

Mr. Kell has received numerous recognitions and has been named among the “100 Most Influential in Business Ethics” every year since 2011.

bruce kahn sustainable investing

BRUCE M. KAHN, PH.D.

Portfolio Manager – Sustainable Insight Capital Management

Bruce has over 26 years of relevant academic, environmental, and investment management experience. From 2008 – 2012, Bruce was a Director at Deutsche Asset Management where he served as an investment strategist conducting analytical research on sustainable investing. Bruce also managed a Sustainable Investment portfolio at Citi Smith Barney, across a broad mix of sectors including sustainability leaders, agri-business, clean tech and renewable energy companies.

Bruce is a Lecturer at Columbia University’s Earth Institute in the Sustainability Management Program and holds a PhD in Land Resources from University of Wisconsin, Madison. Bruce is a recipient of both a J. William Fulbright Scholarship and a National Science Foundation Fellowship in ecological economics and served in the United States Peace Corps in the Republic of Cameroon, (1989-1993).

Bruce currently serves as the Chair of the Finance Committee of the Robert and Patricia Switzer Foundation, previously served as Trustee of the Jesse Smith Noyes Foundation, and is a member of the Board of Visitors for the Gaylord Nelson Institute of Environmental Studies at the University of Wisconsin, Madison.

Panel Discussions on ESG (Environmental, Social, and Governance) Investing

ESG Data Provider Panel:
Examining How ESG Data is Gathered, Integrated, and Distributed

Moderator: Gregory Elders

Senior ESG Analyst
Bloomberg

Tanya Svidler

Tanya Svidler

Director of ESG Solutions
Morningstar

Matt Moscardi

Matt Moscardi

Senior Analyst and
Head of Sector Research
MSCI ESG Research

Patsy Doerr

Global Head of
Corporate Responsibility and Inclusion
Thomson Reuters

ESG Asset Manager Panel:
Exploring How Managers Utilize, Integrate, and Monitor ESG Data within Investment Strategies

Moderator: Sonya Dreizler

Founder
Solutions with Sonya

Andreas Feiner

Founding Partner and Head of ESG Research and Advisory
Arabesque Asset Management

Dan Hanson

Board of Directors
Sustainable Accounting Standards Board (SASB)
Partner
Jarislowsky Fraser Global Investment Management

Patrick Drum

Portfolio Manager
Saturna Sustainable Bond and Amana Participation Funds

Ian Monroe

Founding President
Etho Capital

RIA Panel 1:
Understanding Portfolio Strategies of ESG Focused Advisors

Moderator: Steve Schueth

President 
First Affirmative Financial Network
Producer
The SRI Conference

Eve Ellis

Co-Founder of the Matterhorn Group
Morgan Stanley

Jeff Gitterman

Co-Founding Partner
Gitterman Wealth Management

Patrick McVeigh

President and Chief Investment Officer
Reynders, McVeigh Capital Management

lawrence ford

Lawrence Ford

Founder and CEO
Conscious Capital Wealth Management

RIA Panel 2:
Client Acquisition – Marketing Strategies of ESG Focused Advisors

Moderator:
Stephen Distante

CEO
Vanderbilt Financial Group

Randy Kaufman

Senior Vice President
EMM Wealth Management

Jina Penn Tracy

Impact Investment Advisor
Centered Wealth

Max Mintz

Financial Advisor
Common Interests

Donna Clifford

Founder
Rainbow Investment Solutions

Agenda

Time

Event

8:00 – 8:30 Registration and Breakfast
8:30 - 8:40 Welcome from Jeff Gitterman, Co-Founding Partner, Gitterman Wealth Management
8:40 - 9:45 Paul Ellis Interview with Barbara Krumsiek and Georg Kell
10:00 - 10:50 ESG Data Provider Panel: Examining How ESG Data is Gathered, Integrated, and Distributed
11:00 - 11:50 ESG Asset Manager Panel: Exploring How Managers Utilize, Integrate, and Monitor ESG Data within Investment Strategies
11:50 - 12:00 Greenbacker: Private Investment Opportunities in Renewable Energy
12:00 - 1:00 Lunch and Networking
1:10 - 2:00 RIA Panel 1: Understanding Portfolio Strategies of ESG Focused Advisors
2:10 - 3:00 RIA Panel 2: Client Acquisition - Marketing Strategies of ESG Focused Advisors
3:10 - 3:15 US SIF: The ESG Education Gap
3:15 - 4:00 Key Note Speaker Bruce Kahn
4:00 - 4:10 Jeff Gitterman closing remarks
4:15 - 5:30 Happy Hour and Networking

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