9:30 am – 10:30 am

Expert Panel: Climate - Risk & Opportunities across Asset Classes

Given increasing examples of the potential risks from climate change, such as Pacific Gas and Electric Company’s wildfire-induced bankruptcy and the loss of 90% of housing stock in Paradise, CA, a growing number of investors are incorporating consideration of climate risks and opportunities in their analysis. Panelists will discuss different types of climate risk, ways to incorporate it into investment analysis, and potential metrics to use, with a look at municipal bonds, public equities, and the private market. The fossil fuel transition also presents an investment opportunity as the pace of the transition to cleaner forms of energy, transportation, and heating continue, and analysts will discuss expected opportunities for investment. This session is a dual-track session for both the ESG and municipal bond tracks.

  • Moderator: Michael Corelli, CFA, Moody's
  • Panelist: Jodi Neuman, CFA, Trillium Asset Management
  • Panelist: Mike Pohlen, North Sky Capital
  • Panelist: Emily Robare, Gurtin Municipal Bond Management, a PIMCO company

 

10:45 am – 11:45 am

Expert Panel: Who's Who in ESG and Impact: Important Organizations and What They Do

ESG and Impact Investing are rapidly developing fields. Meet some of the large non-profit organizations that are leading the development of industry-defining research, frameworks, and best practices. Learn about what they see as the future of ESG and Impact and resources they offer. Afterward, the panelists will be available for questions and networking during lunch.

  • Moderator: Chris McKnett, Wells Fargo Asset Management
  • Panelist: Mac Ryerse, Columbia Threadneedle Investments
  • Panelist: Michael Young, US SIF: the Forum for Sustainable and Responsible Investment

 

Break for lunch

 

12:45 pm – 1:45 pm

Expert Panel: Clarity from the Chaos?: Identifying the Economic Roles of ESG Integration and Impact Investing in the Investment Process

With the rapid development of responsible/sustainable investing has come confusion about ESG risk integration and impact investing and how they are important. This session will shed light on how the implementation of each fits into, and can add or detract value from, a manager's investment process. It will focus on the core concepts in an attempt to help clarify much of the jargon present in the industry.

  • Moderator: Eric White, Cogent Consulting
  • Panelist: Matt Sheldon, CFA, KBI
  • Panelist: James Spidle, CFA, Breckinridge

 

2:00 pm – 3:00 pm

Expert Panel: Demystifying ESG Data, Ratings and Research

ESG data and third-party ratings and research are often an important component of a manager's ESG integration and impact investing efforts. Come hear about the quantitative and qualitative aspects of ESG and impact, as well as new developments and methods of integration.

  • Moderator: Chris Eckhardt, Columbia Threadneedle Investments
  • Panelist: Geeta Aiyer, Boston Common Asset Management
  • Panelist: Trevor David, CFA, Sustainalytics
  • Panelist: Jennifer Sireklove,CFA,  Parametric