9:45 am – 10:45 am

Lloyd Kurtz, CFA
Senior Portfolio Manager, Head of Social Impact Investing, Wells Fargo Private Bank

Opening Session:
The Sustainability Edge: New Developments in Environmental, Social and Governance (ESG) Investment Analysis

Responsible and sustainable investing is a more than $23 trillion dollar market worldwide.  Lloyd Kurtz, CFA charter holder, will provide an overview of new and developing methodologies for integrating Environmental, Social, and Governance analysis into the investment decision-making process.  This  session will also address ESG product development trends, and the evolving role of materiality when conducting ESG security analysis.  Lloyd Kurtz is the head of Social Impact Investing at Wells Fargo.  He also teaches courses in corporate governance and social investment at the U.C. Berkeley Haas School’s Center for Responsible Business.  In 2017, Lloyd was appointed to the Sustainable Accounting Standard Board (SASB), a non-profit organization that sets standards for corporate sustainability disclosure.

 

11:00 am – 12:00 pm

Expert Panel: Fixed Income
This panel will discuss the use of Environmental, Social, and Governance metrics in fixed income security analysis and portfolio construction.  Topics include sourcing data from primary and secondary sources, and its assessment and incorporation in security analysis.  In addition, panelists will discuss the design, construction, management, and reporting processes of fixed income portfolios integrating ESG metrics with a particular focus on the use of ESG data as a risk management input.

  • Moderator: Catherine Banat, CFA, RBC Global Asset Management
  • Del Anderson, CFA, PIMCO 
  • Tim Coffin, Breckenridge Capital Advisors 
  • Isaac Khurgel, Wells Fargo Asset Management

 

Break for lunch

 

1:15 pm – 2:15 pm
Expert Panel: Equity

This panel will discuss the use of Environmental, Social, and Governance metrics in publicly listed equity security analysis and portfolio construction.  Topics include sourcing data from primary and secondary sources, and its assessment and incorporation in security analysis.  In addition, panelists will discuss the design, construction, management, and reporting processes of publicly listed equity portfolios integrating ESG metrics with a particular focus on the use of ESG data as a risk management input.

  • Moderator: Chris Eckhart, Columbia Threadneedle
  • Trevor David, Sustainalytics
  • Sid Jha, Impax Asset Management 
  • Jodi Neuman, CFA, Trillium Asset Management  

 

2:30 pm – 3:30 pm
Expert Panel: Product Development

This panel will focus on investor appetites and client demand.  Panelists will represent advisors, asset managers, and investors, discussing trends in investor interest and custom product development in investment products and portfolio approaches that incorporate Environmental, Social, and Governance metrics.

  • Moderator: Brittany L. Bascom, John Hancock Investments
  • Kristen Fontaine, Mellon Capital
  • Dan Miller, UBS
  • Kelsi Rahm, Morgan Stanley
  • Nathan Wade, McKnight Foundation