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CAIA Bay Area ESG Investing from the Perspectives of Allocators & Consultants Educational Event
Date(s):
October 13, 2022
Note: All times listed are in local time
Venue:K&L Gates LLP San Francisco
4 Embarcadero Center
San Francisco, CA 94111
Fee(s):This event has a fee
Description:Join us! CAIA Bay Area's Educational Event: ESG Investing from the Perspectives of Allocators & Consultants
Environmental, Social and Governance (ESG) is among the most important drivers of change and impact in the world today, with significant implications for investors, asset managers, and businesses.
Join our CAIA Bay Area Chapter along with leading ESG allocators and consultant in a panel discussion to learn more about how they are prioritizing ESG in their due diligence, asset allocation considerations, risk management assessments, and overall market outlook. Following the panel, we will host a cocktail hour for networking. We are excited to bring back in-person CAIA events to our local community!
Light fare will be provided by CAIA after the panel for a networking cocktail hour!
Panelists:
Andrew Collins, Head of ESG & Responsible Investing, San Francisco Employees' Retirement System (SFERS)
Mandira Reddy, CFA, Director of Investment Analytics, Impact Investing & ESG, Capricorn Investment Group
Mark Wood, CFA, Senior Vice President, Manager Research & ESG, Callan
Moderator:
Isela Rosales, CAIA, Fitwel Ambassador, CAIA Bay Area Chapter Head and Head of ESG & Sustainability at Bridge Investment Group
Fees
Free (active CAIA Members)
$20 (non-members)
Time & Date
Thursday, October 13, 2022
04:45 PM - 07:30 PM PT
Location
K&L Gates
Four Embarcadero Center, Suite 1200, San Francisco, CA
If you have questions or concerns regarding registration for this event, please contact CAIA Chapter Relations.
Find it on Map
K&L Gates LLP San Francisco
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Andrew Collins
Organization: San Francisco Employees’ Retirement System (SFERS)
Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $33 billion Plan. He joined SFERS from State Street Global Advisors where he was an ESG Investment Strategist. Prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB) where he was the lead author and key architect of SASB’s 77 industry standards. He has also held roles in environmental auditing and consulting, and he began his career as a corporate sustainability manager for the Indian conglomerate Mahindra & Mahindra. Andrew holds a BS from Yale University and is a Fundamentals of Sustainability Accounting (FSA) credential holder.
Mandira Reddy
Organization: Capricorn Investment Group
Mandira Reddy, CFA, is the Director for Investment Analytics at Capricorn Investment Group, an impact-aligned investment management firm. She joined Capricorn in 2013. Prior to Capricorn, Mandira served as a Portfolio Manager for Intel Capital. Mandira received her M.S. in Finance from the University of Illinois at Urbana- Champaign. She is also a CFA charter holder.
Isela Rosales
Job Title: Managing Director, Sustainability & Responsibility
Organization: Bridge Investment Group Partners
Isela Rosales, CAIA, serves as a Managing Director in the Capital Markets Group as well as of ESG and Sustainability at Bridge Investment Group. She leads the firm’s ESG Steering Committee to oversee the development, implementation and refinement of firm wide environmental, social and governance initiatives and practices, driving sustainable investments and operations. Ms. Rosales holds the Chartered Alternative Investment Analyst (CAIA) designation and is the Chapter Head Executive for the CAIA San Francisco Chapter.
Mark Wood
Organization: Callan
Mark R. Wood, CFA, is a senior vice president and leads U.S. equity research in Callan’s Global Manager Research group. Mark drives the U.S. market research, identifies emerging themes within the asset class, and collaborates with Callan’s Capital Markets Research team on manager structure best practices. Mark is a member of Callan’s ESG team, Alternatives Review Committee and Editorial Committee. He is a shareholder of the firm. Mark earned a BS in finance from the University of Colorado, Boulder. He is a holder of the right to use the Chartered Financial Analyst® designation and member of CFA Institute and CFA Society San Francisco.
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