Pier 3, The Embarcadero
San Francisco, CA 94105
- Agenda:
- 10:30 AM – 11:00 AM
- Registration & Networking
- 11:00 AM – 11:45 AM
- Welcome and Introductions
Benchmarking ESG against Sustainable Development Goals
Lee O’Dwyer, Bloomberg - 11:45 AM – 12:30 PM
- Trends in Portfolio Construction
Jeff Gitterman, Gitterman Wealth - 12:30 PM – 1:00 PM
- Buffet Lunch – Table Topics
- 1:00 PM – 1:45 PM
- The Great Debates: A Strategist Perspective ESG Active vs. ESG Passive Solutions
TBD - 1:45 PM – 2:20 PM
- Driving Value Through ESG Reporting
Sustainable Accounting Standards Board - 2:20 PM – 2:30 PM
- Networking Break
- 2:30 PM – 3:20 PM
- Can’t Manage What You Don’t Measure: A Case Study of Climate Risk in Portfolios
Sam Adams, Vert Asset Management and Frank Freitas, 427 - 3:20 PM – 4:00 PM
- Practice Management Keynote
William Burckart, TIIP - 4:00 PM – 5:00 PM
- Closing Remarks & Networking Reception