Back for a second year, the ESG Impact Investing Track will take place on Day 1 of the Conference. Attendees can look forward to sessions covering a broad range of topics with an ESG focus. 

Sessions include:

9:15-10:15 am
Impact 101
Susan Hammel, CFA, Cogent Consulting
An overview of the many types of impact and socially responsible investing, the terminology, acronyms, resources and current environment.  There will an emphasis on market-rate investing and local industry connections.  (class-room format)

 

10:15-11:15 am
Practical Implementation for Financial Advisors, Individuals, Families and Family Offices 
How are ESG and Impact Investing strategies being integrated in personal investment and relationship management?  What has been learned so far, and what challenges still need to be addressed?

Moderator: Jina Penn-Tracy, Centered Wealth
Panelist: Margaret Towle, CAIA®, CAP®, CIMA®, CPWA® Bank of America Merrill Lynch
Panelist: Anne Ward, CFP®, AIF®, CRPC® Allodium Investment Consultants
Panelist: Jason Massingill, CFA, Sawmill Trust Company

 

11:30 am - 12:15 pm
The Institutional Investor Perspective
What are retirement plan sponsors, corporate foundations and community foundations doing to address the growing interest in responsible investing?  How do institutions support their priorities and obligations while also including ESG and impact components in their decision-making process?

Alyssa Cheatham, CFA, CAIA®, Pavilion Advisory Group
Susan Hammel, CFA, Cogent Consulting
Karen Florez, CFA, Minneapolis Foundation

 

Break for lunch

 

1:15-2:15 pm
Local Investment Opportunities 
Three market-rate investment choices which have an ESG/Impact component and purpose and can provide measurable double bottom-line results. Fixed-income, Equity and Private Asset will be represented. 

Moderator: Terri Barreiro, Barreiro Consulting, Adjunct Faculty, Humphrey Institute, University of MN
Cash Management: Elaine Rasmussen, Social Impact Strategies Group
Public Fixed Income: Brian Svendahl, CFA, FRM, RBC Global Asset Management
Public Equity: Leah Fuhlbrugge, CFA, Impax Asset Management 
Private Fixed Income: Matt Reilein, O’Brien Staley Partners
Private Equity: Gretchen Postula, North Sky Capital

 

3:00-4:00 pm
What’s Next for You
Karen Florez, CFA, Susan Hammel, CFA, Brian Svendahl, CFA, FRM
A review of readily available tools, local service providers and resources.