The Sustainable Investing Conference

Overview:
Sustainable investing is getting easier to implement thanks to new Environmental, Social, & Governance (ESG) solutions being offered.  But it’s a rapidly developing field. The Sustainable Investment Conference will provide investment professionals updates on the latest ESG data and research, trending issues, and portfolio construction methods.  Attendees will come away updated on the most important developments in sustainable investing and improved ways of implementing solutions.
This event is for investment professionals only.
Date:
Monday, June 24, 2019
10:30 AM – 5:00 PM
Location:
Bloomberg
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

 

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