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CFA Society Boston’s Sustainable Investing Seminar
Date(s):
November 28, 2018
Event Details:CFA Society Boston’s Sixth Annual Sustainable Investing Seminar Wednesday, November 28, 2018, 7:30 – 4:30
(followed by reception) Omni Parker House, Boston CAIA Members: $250 ($100 off regular non-member price of $350)
Use Code PASSPORTESG for CFA Society Boston Member Pricing of $250
“Sustainability reporting” rose dramatically from 2011, when roughly 20% of companies published reports, to 72% just three years later in 2013. From 2013 to 2017, the frequency of reporting has increased each year — now up to 85% of S&P-listed companies reporting in 2017. (Governance and Accountability Institute, Inc.)
This emphasis on reporting is in direct response to investors, who are increasingly calling for ESG as a guidepost. Learn about new platforms for ESG data and the future of the sustainable investing industry at CFA Society Boston’s sixth annual Sustainable Investing Seminar on Wednesday, November 28 at Boston’s Omni Parker House.
Keynote Speaker
Jeremy Grantham,
Co-Founder, GMO, LLC
Reasons to Attend:
·Top Event Speakers: relevant content from top-tier leaders in the space
·Actionable Ideas: insights and tools to help you understand
and integrate sustainable investing practices
·Networking: valuable connections with speakers and attendees
·Member Bonus: 6 CE Credit Hours!
AGENDA
7:30 am Registration Opens
7:45 am Continental Breakfast
8:45 am Welcome and Introductions
9:00 am Opening Keynote
JEREMY GRANTHAM
Co-Founder, GMO, LLC
9:45 am Leveraging Capital Markets to Slow Down
Climate Change: The Three Ms
Moderator:
MARK MCDIVITT
Managing Director - Head of ESG Solutions,
State Street Global Exchange
Panelists:
GEORGE SERAFEIM
Professor of Business Administration,
Harvard Business School
JORDAN DEKHAYSER, CFA
PM/Equity Strategist, Northern Trust Asset
Management
KEN NELSON
President, Blue Delta Energy
10:30 am BREAK
11:00 am Adapt or Die: The Future of the Electric
Utilities Industry
STEPHEN BYRD
Managing Director, North American
Research, Morgan Stanley
PROF. PETER FOX-PENNER
Director, Boston University Institute for
Sustainable Energy
12:00 pm LUNCH
1:00 pm Data Privacy and Cyber Security
ASHA MEHTA, CFA
Director of Responsible Investing and Lead
Portfolio Manager, Acadian Asset
Management
GANT REDMOND
Program Director of Cyber Security and
Privacy, IBM
JOHN WILSON
Head of Research and Corporate
Governance,
Cornerstone Capital Group
1:45 pm Gender Diversity
in the Investment Management Industry
ERIKA KARP
Founder & CEO, Cornerstone Capital Group
JOE KEEFE
President, Impax Asset Management, LLC
JACKIE VANDERBRUG
Managing Director, Head of Sustainable &
Impact Investment Strategy
Global Wealth & Investment Management,
Bank of America Corporation
2:30 pm BREAK
2:45 pm Impact Investing Paradigm Shift: How
Competitive Returns and
Social/Environmental Impact
Can Unlock Capital Flows
KATE AHERN
Director, ESG and Communications,
Bain Capital
LIQIAN MA
Managing Director, Cambridge Associates
ERIC STEPHENSON
Director of Client Services, Align Impact
3:30 pm Materiality and Evidence for Sustainable
Investing
DAN DIBARTOLOMEO
President, Northfield Information Services;
Boston Regional Director, PRMIA
NALIN KULATILAKA, PhD
Wing Tat Lee Family Professor of
Management and Professor of Finance,
Boston University’s Questrom
School of Business
DAVID S. POST, CFA
Director of Research, SASB
Remember to enter Coupon Code PASSPORTESG for Member Pricing of $250. ($100 off regular non-member price of $350)
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