Speakers
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Samantha Norquist
Forbright BankSessions
Roundtable Lunches
12:00 pm - 1:30 pm -
Abigail Gampher
Bloomberg LawAbigail Gampher is a Legal Analyst for Bloomberg Law. Abigail provides practical guidance and data-driven analysis for in-house counsel and law firm attorneys grappling with ESG and activist investor matters. As Bloomberg Law’s subject-matter expert on these topics, she has authored over 35 articles analyzing ESG and investor activism developments for a legal audience. A select few include: ANALYSIS: Green Product Claims Face Growing Consumer Scrutiny; ANALYSIS: Potential Activist Targets Score Low in ESG; and ANALYSIS: Q4 Activism Boosts 2022 Activity to Five-Year High. Abigail is licensed to practice law in the District of Columbia. She holds a J.D. from American University, Washington College of Law and a B.A. in International Relations from Hendrix College.
Sessions
Proxy Voting: Rights & Responsibilities
10:30 am - 11:30 am -
Adam Kanzer
BNP Paribas Asset ManagementSessions
Investor Engagement of Companies on Nature Loss
3:00 pm - 4:00 pm -
Adam Wasserman
FinpublicaAdam Wasserman is the founder and Executive Director of Finpublica (www.finpublica.org) – a non-profit that inspires and empowers finance leaders to achieve their Environmental, Social and Governance goals by cultivating a deeply engaged community, providing expansive content, and serving as a catalyst for action. He also is the managing member of August Way Law & Consulting PLLC (www.augustwaylaw.com), a boutique law firm for financial services companies, executives, and professionals looking to achieve excellence and innovation while remaining compliant with their regulatory requirements. Adam has more than 25 years’ experience in the legal, finance, securities, and ESG spaces. He most recently served as the Head of Enforcement for the New York Stock Exchange, where he helped rebuild its market regulation program from the ground-up and led a team of professionals devoted to assuring that NYSE’s markets remained safe and fair. Previously, he was a White Collar and Securities partner at Dechert LLP where, among other matters, he represented the Board of Directors of Lehman Brothers in all litigations, investigations, and corporate governance matters arising from the largest bankruptcy in history. Adam has been recognized by the Legal 500 for “experienced, sage counsel,” selected as a New York Metro Super Lawyer, and named by Law360 earlier in his career as one of the country’s five White Collar “Rising Stars.” He is a member of the Aspen Institute’s Global Leadership Network and Finance Leaders Fellow, chairs the Board of Knology (a think tank focused on practical social science for a better world), and lives in New York with his wife, two children, and two dogs.
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Aeisha Mastagni
CalSTRSAeishaMastagniPortfolio ManagerCalSTRSAeisha Mastagni is a portfolio manager in the Sustainable Investment and Stewardship Strategies unit of the California State Teachers’ Retirement System, the largest educator-only pension fund in the world. She is responsible for working with a dedicated team to further CalSTRS’ mission of securing the financial future and sustaining the trust of California’s public educators.Aeisha is part of the team that oversees the Sustainable Investment Portfolio and leads CalSTRS’ stewardship efforts, which include proxy voting, corporate engagement and working with regulatory authorities on market-wide issues.In 2012, Aeisha joined the board of directors at Golden 1 Credit Union, one of the nation’s largest credit unions with more than $14 billion in assets and over 1 million members. In 2015, she joined the board of the Council of Institutional Investors, whose mission is to be the leading voice for effective corporate governance.Before joining CalSTRS, Aeisha worked in the Corporate Governance unit of the California Public Employees’ Retirement System for six years, overseeing the proxy voting program and the corporate governance manager portfolio.Aeisha has a bachelor’s degree in economics from California State University, Sacramento.
Sessions
The Elephant in the Room: Navigating ESG’s Politicized Waters
11:00 am - 12:00 pm -
Alex Liftman
Bank of AmericaAlex Liftman joined Bank of America in 2002. As Global Environmental Executive, Alex is responsible for the bank’s global environmental sustainability strategy, including business integration, operational initiatives, employee programs, public and corporate policy, and philanthropic and other investments. In particular, she works closely with executive management and senior leaders across the company to steward Bank of America’s goal to achieve net zero greenhouse gas emissions in its operations, supply chain and financing activities before 2050. She also collaborates closely with the company’s Sustainable Finance team and lines of business to meet its commitment to mobilize $1 trillion by 2030 toward sustainable, low-carbon technologies and activities. In her previous leadership roles, Alex managed global communications strategy and served on the leadership teams of several of Bank of America’s lines of business, including Global Wealth and Investment Management, Business Banking and Small Business. Prior to joining Bank of America, she co-managed Edelman’s Technology Finance Group in San Francisco, leading public relations activities for Morgan Stanley’s Technology Group, Lightspeed Venture Partners, Charles Schwab & Co., and other global clients.Alex is a graduate of the College of William and Mary in Williamsburg, Virginia, where she received a bachelor of science in mathematics. She is passionate about protecting the environment and is actively engaged in her community, including serving on the Boston Green Ribbon Commission and the Advisory Board for the The Trustees.
Sessions
Banking on Net Zero: Proper Transition Planning
9:00 am - 10:00 am -
Alex Wright-Gladstein
SphereAlex Wright-Gladstein is the founder and CEO of Sphere. Over 80% of Americans are worried about climate change, but 99% of Americans with retirement savings don’t have the option to make climate-friendly investments. Sphere makes green investing available to everyone by making it easy to add green options to retirement plans. Prior to founding Sphere, Alex was founding CEO of Ayar Labs, an MIT technology spinout that has raised $200M in venture funding and makes data centers and supercomputers faster and more energy efficient by using light to move data between chips. She has also been the energy entrepreneurship practice leader at MIT and an energy efficiency program manager at smart grid company EnerNOC (now Enel X). She received an MBA from MIT and a BA in Political Science and Economics from Tufts University.
Sessions
Monday Keynotes
1:30 pm - 3:00 pm -
Allison Binns
Angelo GordonAllisonBinnsHead of ESG & Sustainable Investing StrategyAngelo GordonAllison Binns is the Global Head of ESG & Sustainable Investing Strategy at Angelo Gordon. Prior to this, she was Head of ESG Research for Fixed Income at Morgan Stanley. Prior to Morgan Stanley, Allison spent over seven years at Chevron, where she served in a number of senior corporate advisory roles focused on ESG and geopolitical issues. Allison received her A.B. in Sociology and Latin American Studies from Princeton University, and holds an A.M. and PhD. from Harvard University.
Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Ally Rodrigues
NasdaqAlly is a Lead Advisor within Nasdaq's ESG Advisory practice, working with companies across a range of industries on their ESG strategies and disclosure. Part of her advisory work includes supporting companies on their engagement with ESG-minded investors in efforts to attract additional ESG capital. Prior to joining Nasdaq, Ally spent five years with Sustainalytics, a leading ESG Ratings provider. Again in an advisory capacity, Ally worked with institutional asset managers, wealth managers, and banks across the UK and US on the integration of ESG data throughout the investment process. She holds a M.S. in Environment and Development from the London School of Economics and Political Science, and a B.S. in Science, Technology, and International Affairs from Georgetown University. Ally also holds ESG Investing and Climate & Investing certificates with the CFA.
Sessions
Why Can't I Attract ESG Capital?
9:00 am - 10:00 am -
Amy Brusiloff
Bank of AmericaAmyBrusiloffSVP, CDFI Lending & InvestingBank of AmericaSessions
Investing in Climate Justice
9:00 am - 10:00 am -
Andrea Vigo
The Dow Chemical CompanyAndrea joined his current role in early 2021, and he is responsible for all the corporate finance activities, including all the global capital market issuances, leases, working capital programs, LCs, line of credits as well as in charge of managing the relationship with more than 40 banks globally. Andrea is also the Global focal point for ESG Financing. He returned to corporate after 3y in Equate, Dow second largest JV based in Kuwait, where he was the Corporate Treasurer, with global responsibility for credit and financial risk management, operations and back office, insurance, planning, corporate finance and investors relation. Before this role, Andrea spent 4 years in Saudi Arabia working in Sadara Petrochemical as Assistant Treasurer. In this role he was instrumental in developing the Treasury Department organization, strategy, and operational processes to support Sadara moving from a construction to an operational phase. As Corporate Risk Director Andrea was responsible for managing the credit risk, financial risk (interest rate and FX) and the insurance program for the company.Andrea joined Dow in 2005 in the Customer Financial Services group within Treasury as a Credit Manager. In January 2009, Andrea joined the Corporate Risk Group as Financial Risk Manager in the Treasury Department, and was responsible for managing the daily global liquidity, FX exposure and the hedging strategy. In November 2011 Andrea assumed the role of Director in the Corporate M&A Group. He was responsible for supporting the Dow Corporate strategy and portfolio optimization via acquisition, divestiture and JV. Prior joining DOW, Andrea worked as Management Strategy Consultant in various firms in Italy.Andrea holds a Master of Business Administration degree in Finance from Michigan State University, Broad Graduate School of Management, and a Master of Science in Business and Management Engineering from the Politecnico of Milan, Italy.
Sessions
A Look Under the Hood: ESG Labels
1:30 pm - 2:30 pm -
Andrew Niebler
Karner Blue CapitalAndrew is a co-founder of Karner Blue Capital and has been its Executive VP, General Counsel, and CCO since it commenced operations as an investment adviser in 2018. Andrew maintains a minority ownership stake in KBC and is a member of the firm’s Investment Committee. From January 2006 through June 2019, Mr. Niebler served in progressively more senior roles within the legal department of Calvert Investments, Inc., including General Counsel and Senior Vice President from January 2017 through June 2019. Prior to joining Calvert, Mr. Niebler held positions as a structured finance and securities law attorney at Cleary, Gottlieb, Steen & Hamilton LLP and a foreign exchange trader and international economist at the Federal Reserve Bank of New York.
Sessions
Investor Engagement of Companies on Nature Loss
3:00 pm - 4:00 pm -
Andrew Brenner
IFRS FoundationSessions
New Opportunities in a New Era of Disclosure
10:30 am - 11:30 am -
Andrew Kessler
NY Green BankAndrewKesslerPresidentNY Green BankConnect viaSessions
Green Banks: Catalyzing Investments in Climate Solutions
9:30 am - 10:30 am -
Aniket Shah
JefferiesAniketShahManaging Director and Global Head of ESG and Sustainability StrategyJefferiesAniket Shah is Managing Director and Global Head of Environmental, Social and Governance (ESG) and Sustainable Finance Strategy at Jefferies Group LLC. In this role, Aniket leads the integration of ESG and sustainability analysis within the global investment research department and engages with clients on this dynamic area of corporate and financial services. Prior to joining Jefferies, Aniket held senior roles in emerging market investing and financing sustainable development in both the public and private sectors, including at the UN Sustainable Development Solutions Network, OppenheimerFunds and UBS Group AG. Aniket serves on the Board of Directors of Amnesty International and the UN SDSN. He is an Assistant Adjunct Professor at Columbia University's School of International and Public Affairs. Aniket is a member of the Economic Club of New York and the Bretton Woods Committee, and is a graduate of Yale College and the University of Oxford, where he completed his PhD on the financing of sustainable development.
Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Anisa Kamadoli Costa
RivianAnisa KamadoliCostaChief Sustainability OfficerRivianConnect viaAnisa is a sustainability and philanthropy executive with a track record of connecting environmental, social, and governance issues to business performance, reputation, and shareholder value. She currently serves as Chief Sustainability Officer at Rivian as well as President and Trustee of the Rivian Foundation. Previously Anisa worked at Tiffany & Co. for nearly two decades. During her tenure she served as Tiffany & Co.’s first-ever Chief Sustainability Officer as well as Chairman and President of the Tiffany & Co. Foundation, focusing the company’s philanthropic strategy on supporting nonprofit organizations dedicated to the stewardship of natural resources and empowerment of local communities, in the areas of responsible mining and marine conservation. She developed Tiffany & Co.’s metrics-driven ESG effort, which has been recognized by investors and the private and nonprofit sectors for its substance and transparency, including Tiffany & Co.’s commitment to become a net zero company. Her career has focused on catalyzing collaborative, mutually beneficial relationships among an array of stakeholders, scaling programs and impact, and effectively communicating strategy and purpose to diverse constituencies and audiences. She is a recognized expert in philanthropic, environmental and social impact issues with extensive board leadership experience on a variety of domestic and international nonprofit, industry, and multi-stakeholder bodies.
Sessions
Comms Summit Day 1
12:00 pm - 7:00 pm -
Anne Simpson
Franklin TempletonAnneSimpsonGlobal Head of SustainabilityFranklin TempletonConnect viaAnne Simpson is the Global Head of Sustainability at Franklin Templeton, leading the firm's overall strategic direction on stewardship, sustainability and environmental, social and governance (ESG) investment strategy globally. Simpson joined Franklin Templeton from the California Public Employees Retirement System (CalPERS), where she served as Managing Investment Director for Board Governance & Sustainability, leading the development and execution of CalPERS’ award-winning Sustainable Investment Strategy.
Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Annie Joyce
Amundi USAnnie Chor Joyce is Head of ESG for Amundi US. She is responsible for developing the ESG strategy for the US market and US ESG expertise exported to overseas markets. She collaborates closely with global ESG teams, investment management, marketing, and distribution across the firm globally, as well as with external partners. Annie reports jointly to Lisa Jones, President and CEO of Amundi US, and Head of the Americas, and Elodie Laugel, Chief Responsible Investment Officer, Amundi, based in Paris. She is a member of the US Executive Committee, US Management Committee, and US Operating Committee.Annie has a decade and a half of experience in the financial markets and sustainable investing, working with institutional and wealth investors across the impact investing spectrum in public and private markets. She joins Amundi US from MSCI Inc., ESG Research, where she led MSCI’s fixed income ESG coverage and worked closely with institutional clients on integrating ESG and climate strategies across the firm. Prior to MSCI, she worked at several impact-driven organizations, including Social Finance, a national impact finance and advisory non-profit, Éclat Impact, an impact investing fintech startup, and the World Economic Forum. Prior to this, she worked at Barclays Capital in Global Markets. Annie serves on the Investment Committee of the Phi Beta Kappa Society Foundation, is a Founding Member and Co-Leader of Invest for Better, and a member of the Board of Trustees of Saint Joseph’s Prep. She is a Fulbright scholar and received a Dual MBA and Master of Advanced Management degree from IE Business School and the Yale School of Management. She earned a B.S. in Finance with Minors in International Studies and Human Development from Boston College.
Sessions
A Recession Meets the ESG Talent War?
11:00 am - 12:00 pm -
Ari Frankel
KKRSessions
New Opportunities in a New Era of Disclosure
10:30 am - 11:30 am -
Ariana Barrenechea
Free Float MediaSessions
ESG Data: A Defense Against Greenwashing?
4:00 pm - 5:00 pm -
Asheen Phansey
PagerDutyAsheenPhanseyDirector of ESG & SustainabilityPagerDutyConnect viaAsheen (he/his) is the Director of ESG & Sustainability for PagerDuty (NYSE: PD), a digital operations management company. Prior, Asheen has served as the global head of sustainability for Dassault Systèmes, and has consulted in sustainability strategy for companies in tech, fashion, chemicals, and financial services. In these roles, Asheen co-authored the aerospace sector guidance to the GHG Protocol, co-developed a net-positive innovation handprinting methodology, and contributed to the Higg Product eco-index. He also co-founded the public benefit corporation Eleven Radius to catalyze the circular economy in the fashion industry. Asheen holds a BS in Chemical Engineering from Cornell University and an MBA from Babson College, and teaches Biomimetic Design at the Minneapolis College of Art & Design (MCAD).
In his downtime, Asheen is into travel, cooking, fashion, languages (because of the travel), and running (because of the cooking). He concocts dishes with his daughter and coaches his son’s town soccer team. If you’ve read this far, he’ll buy you a bourbon.
Sessions
Carbon Accounting Brings Climate Accountability
11:00 am - 12:00 pm -
Ashlyn Anderson
CervestSessions
Tackling Financed Emissions: Developments in Global Emissions Monitoring
4:30 pm - 5:30 pm -
Avra van der Zee
Elemental ExceleratorAvravan der ZeeChief Operating OfficerElemental ExceleratorSessions
Venture Innovations to Reach Net Zero
9:00 am - 10:00 -
Ben Morley
Boston Consulting GroupBen Morley is a Partner and Associate Director in BCG’s Boston office, where he focuses on supporting private equity funds on ESG topics across the investment lifecycle. Ben is BCG’s private equity practice lead for ESG due diligence and ESG reporting and metrics, in which capacity he leads BCG’s support of the ESG Data Convergence Initiative. Before joining BCG Ben was a Principal at The Bridgespan Group where he supported private equity funds in launching dedicated impact investing vehicles. Ben started his career at Bain & Company and holds an MBA from Stanford’s Graduate School of Business.
Sessions
Accelerating Internal ESG Understanding
1:30 pm - 2:30 pm -
Bert Hunter
CT Green BankBert Hunter is EVP and Chief Investment Officer of the CT Green Bank – the nation’s first state-level green bank. Since 2012, as CIO for the Connecticut Green Bank Mr. Hunter leads a team of clean energy finance professionals that develop innovative financing programs that have deployed $2.2 billion in public and private investment in energy efficiency and renewable energy using approximately $300 million of public resources. As of 2021, CGB’s remit has expanded to include Environmental Infrastructure – including water, waste & recycling, land conservation, resiliency and environmental markets. Prior to joining the Green Bank, Mr. Hunter was CFO and Chief Risk Officer of Spectrum Capital, Ltd, an investment banking JV with MUFG focused on commercial aircraft finance and investment in U.S. electric power generation. Prior to Spectrum, Mr. Hunter was the treasurer of the international leasing company of Chemical Bank (now JPMorgan Chase), where he managed the funding for a billion-dollar diversified portfolio of equipment loans and leases in more than a dozen countries outside the United States. He received his MBA from the Wharton School at the University of Pennsylvania and is an alumnus and former Trustee of Wake Forest University.
Sessions
Green Banks: Catalyzing Investments in Climate Solutions
9:30 am - 10:30 am -
Beth Gould Creller
GARPBeth Gould Creller oversees the Sustainability & Climate Risk (SCR®) Program offered by the Global Association of Risk Professionals (GARP). Prior to joining GARP, she was a risk management professional in the upstream oil and gas industry where she developed an embedded Enterprise Risk Management program, key in company capital decision-making and asset valuation. Working across multiple continents, her background spans corporate risk, internal audit, global supply chain, business continuity planning, sustainability, and governance.
Sessions
Banking on Net Zero: Proper Transition Planning
9:00 am - 10:00 am -
Blair Bateson
CeresBlairBatesonDirector, Company NetworkCeresBlair helps companies implement the vision of the Ceres Roadmap for Sustainability and supports the integration of ESG issues into the business strategies and decision-making of banks, energy companies and investor relations teams within and outside the Ceres Company Network. He also serves as a banking-sector expert for the Ceres Accelerator, developing recommendations and analysis that push banks to better integrate climate change into their strategy, risk management, governance and disclosure.Prior to joining Ceres, Blair worked in climate change policy research at the Swiss Federal Institute of Technology, analyzing the evolution and efficacy of national climate policy mixes. He has also worked in strategic planning and investor relations for Nexen, a Canadian energy company, where he was responsible for economic analysis, benchmarking and the development and communication of company strategy.Blair holds an MA in Comparative International Studies from the Swiss Federal Institute of Technology in Zurich and a BCom in Finance and International Business from McGill University in Montreal. Blair is also a CFA charterholder.
Sessions
Banking on Net Zero: Proper Transition Planning
9:00 am - 10:00 am -
Brad Sparks
The Prince's Accounting for Sustainability Project (A4S)Brad Sparks is Executive Director of A4S (Accounting for Sustainability), part of The Prince of Wales’s Charitable Foundation. He leads the US Chapter of the A4S CFO Leadership Network, supporting Fortune 500 CFOs and their finance teams in embedding sustainability into strategy and business decision-making. He also leads A4S activities across the US, including working with asset managers, asset owners and the wider finance community. Brad previously served as an Executive Director with KPMG focused on ESG issues. Brad is a lecturer at UCLA Anderson and an Executive-in-Residence at Cornell University’s Center for Global Sustainable Enterprise.
Sessions
Financing the Transition: The Path From Carbon-intensive to Carbon-free
3:00 pm - 4:00 pm -
Bradford Campbell
Faegre DrinkerBradford Campbell, partner at Faegre Drinker Biddle & Reath LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA’s former “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. He has testified before Congress on employee benefits issues 11 times, including testimony before four different Congressional Committees regarding the effects of the Department of Labor’s fiduciary regulation.
Sessions
Can Retirement Assets Deliver Impact?
4:00 pm - 5:00 pm -
Brendan Morrissey
WalmartBrendanMorrisseyVice President, ESGWalmartBrendan leads Walmart’s enterprise Environmental, Social & Governance (ESG) and shared value efforts, including ESG strategies, investor and stakeholder engagement, and disclosures. Since taking on this role in 2020, Brendan has led efforts to refresh Walmart’s ESG priorities, enhance Walmart's ESG reporting, improve Walmart's standing with the investment community and ESG raters, build governance and reporting infrastructure, and shape the ESG field. He and his team work closely with the Office of the Corporate Secretary, Investor Relations, the Controller’s Office and key leaders across segments and functions on the overall ESG agenda. Brendan was previously a litigator with Wiley Rein LLP in Washington, DC and held leadership roles in Walmart’s Global Ethics & Compliance organization from 2015-2020.
Sessions
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Brianne Hendrickson-Smith
Morgan StanleySessions
Unpacking Decision-useful Biodiversity Data for Investors
1:30 pm - 2:30 pm -
Brigham McNaughton
PwCBrighamMcNaughtonPartner, ESGPwCSessions
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Bryan Lewis
GreenBiz GroupBryanLewisProgram Manager I GreenBiz.orgGreenBiz GroupConnect viaBryan Lewis leads the Emerging Leaders program at GreenBiz.org, which elevates, cultivates and supports the next generation of Black, Indigenous and other leaders of color (BIPOC) in the climate community. His work connects underrepresented young professionals to global leaders in the sustainability industry and builds lasting connections that bridge the gap towards a diverse and well-resourced green workforce.
Prior to joining GreenBiz, Bryan served as Executive Director of EcoWorks Detroit where he led climate and energy education, building decarbonization, and local community organizing initiatives. He has a background in youth mentorship and career development and currently leads a network of emerging clean energy leaders in Michigan. Bryan received a Masters in Energy Science, Technology, and Policy from Carnegie Mellon University.Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Candice Long
KPMGCandice Long is a tax professional who serves organizations with strategic tax planning and analysis services. She specializes in tax credits and incentives across areas such as research and development, environmental sustainability, capital investments, and employee hiring, among others. Candice is also the Global Credits, Grants, and Incentives hub leader for North America. She orchestrates client service offerings across multiple functions and service lines around the world for her clients.
Sessions
Incentives and Investments: The Inflation Reduction Act
3:00 pm - 4:00 pm -
Candice Carr Kelman
Arizona State University, School of SustainabilityCandice Carr Kelman studies policy dimensions of sustainability issues, such as how to manage tradeoffs and foster synergies between biodiversity conservation and human development. She has studied Integrated Conservation and Development Projects in Indonesian national parks, the global trade in electronic waste, and collaborative approaches to ecosystem stewardship.
Two major themes in Carr Kelman's research are the complex relationships between environment and development, and the role of governance and institutions in creating more resilient socio-ecological systems. Her current research is about collaborative conservation in Arizona, studying multi-scalar forest restoration collaboratives in the White Mountains. She has taught courses on Environmental politics; Policy and governance for sustainability; Biodiversity Conservation and Sustainable Livelihoods, and Corporate social responsibility.
Sessions
Biodiversity 101: Dependencies, Impacts and Opportunities
11:00 am - 12:00 pm -
Carletta Ooton
Apollo Global ManagementCarlettaOotonOperating Partner and Head of ESGApollo Global ManagementConnect viaCarletta Ooton is the Head of ESG for Private Equity and an Operating Partner at Apollo Global Management, Inc., responsible for advancing the Firm’s ESG integration and operational performance across its private equity portfolio in the areas of energy usage, carbon emissions, water consumption, DEI, and safety. Carletta joined Apollo from Amazon where she served as the Vice President of Product Assurance, Risk and Security since 2014. She was instrumental in Amazon’s foundational sustainability efforts, calculating its initial carbon footprint and launching Amazon’s Climate Pledge. Carletta has held key leadership roles at The Coca-Cola Company, Cott Beverages, Bath & Body Works, Unilever and Tate & Lyle. Carletta holds a BA in Biological Sciences and Chemistry and a MA in Microbiology.
Sessions
The Role of Private Equity in Decarbonizing Transitioning Assets
11:00 am - 12:00 pm -
Carolina Murphy
Chief Executives for Corporate PurposeSessions
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Catherine Berman
CNote -
Chad Reed
HASIChadReedVice President, Strategic Initiatives and ESGHASIConnect viaChad Reed leads Strategic Initiatives and ESG for HASI, a leading investor in climate solutions with nearly $10 billion in climate positive managed assets. His current focus includes the integration of emissionality considerations into the next generation of carbon accounting. He also leads the HASI Foundation and co-hosts the Climate Positive Podcast. Previously, he served in various roles, including structured finance, risk management, ESG, and investor relations with an affiliate of Brookfield Asset Management. He holds degrees from the University of California at Berkeley and the Johns Hopkins University.
Sessions
Going Beyond Megawatt Hour Matching
4:00 pm - 5:00 pm -
Chris Hagler
Independence Point AdvisorsChrisHaglerPartner, Head of ESGIndependence Point AdvisorsAt Independence Point Advisors, Chris helps clients drive value in the capital markets through ESG while helping steer the capital markets to drive impact and systemic change in the world. Chris brings more than 20 years of business expertise when working with clients to advance sustainability, impact and Environmental Social Governance (ESG). Chris’ expertise was developed through her years as a leader at EY’s Climate Change and Sustainability Services practice as well as her hands-on experience as an entrepreneur and across multiple functions within the corporate world. Chris is a spouse and mother of two, an avid runner and gardener, a wanna-be skier and chef.
Sessions
The Investor View: Stewardship “Done Right”
10:30 am - 11:30 am -
Chris McKnett
Allspring Global InvestmentsChrisMcKnettHead of Sustainability Strategy, Stewardship & ImplementationAllspring Global InvestmentsChristopher (Chris) McKnett is Head of Sustainability Strategy, Stewardship & Implementation. Prior to joining WFAM as a senior environmental, social, and governance (ESG) investment strategist for the Wells Fargo Asset Management (WFAM) Strategic Business Segments team. , Chris served as head ESG strategist for State Street Global Advisors and was a member of the firm's senior leadership team. Earlier roles include index product and business development for KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG investment, and as a team resource specialist for American Century Investments, where he began his investment industry career. Chris earned a bachelor's degree in business administration with a focus in management from the University of Connecticut, Storrs, and a master's degree in business administration from Daniels College of Business at the University of Denver. He holds a Series 7 license, is a First Movers Fellow of the Aspen Institute Business & Society Program, and is a lifetime member of Net Impact.
Sessions
A Look Under the Hood: ESG Labels
1:30 pm - 2:30 pm -
Chris Goolgasian
Wellington ManagementAs a director of climate research on the Sustainable Investment Team, Chris spearheads Wellington’s collaborations with Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change. These initiatives are aimed at integrating climate science into the investment process and understanding how the physical and transition risks associated with climate change may affect capital markets. He is a portfolio manager for Wellington’s climate adaptation strategy. Additionally, he holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations, and he is a CPA. He is also a professor of finance at Bryant University.
Sessions
Unpacking Decision-useful Biodiversity Data for Investors
1:30 pm - 2:30 pm -
Colleen Corrigan
Pure StrategiesColleenCorriganSenior AdvisorPure StrategiesConnect viaColleen Corrigan, Ph.D., is a Senior Sustainability Advisor for Pure Strategies. She works with corporate clients on developing strategies to promote sustainability in company operations, value chains, material selection and natural resources management. Colleen focuses on helping companies set science-based targets for nature to protect and regenerate biodiversity. Her work in this area helps companies understand their impacts and implement strategies, collaborations, and business process changes to mitigate harm to and restore affected ecosystems.Prior to joining Pure Strategies, Colleen was the founder of Conservation Matters, an organization that consults on biodiversity protection, strategy development, and program delivery with a focus on marine protection, indigenous issues, and environmental governance for clients including National Geographic, UNESCO, and the World Wildlife Fund.Previously, Colleen was a senior officer in protected areas at the United Nations Environment Programme's World Conservation Monitoring Center in the UK. She was also senior manager for international sustainable development policy with Conservation International and learning facilitator for international field programs at The Nature Conservancy. Her career has included working with three branches of the U.S. Department of the Interior.Colleen holds a Ph.D. from the School of Earth Sciences and Environmental Management at the University of Queensland, Australia and an M.S. in Conservation Biology and Sustainable Development from the University of Wisconsin-Madison.
Sessions
Roundtable Lunches
12:00 pm - 1:30 pm -
Colleen Davis
Office of the State Treasurer, Government of DelawareSessions
The Elephant in the Room: Navigating ESG’s Politicized Waters
11:00 am - 12:00 pm -
Curtis Ravenel
Task Force on Climate-related Financial Disclosures (TCFD) & Global Financial Alliance for Net Zero (GFANZ)CurtisRavenelSecretariat & Senior AdvisorTask Force on Climate-related Financial Disclosures (TCFD) & Global Financial Alliance for Net Zero (GFANZ)Curtis Ravenel is a Senior Advisor to the co-chairs and Vice Chair of the Glasgow Financial Alliance for Net Zero (GFANZ) and a founding member of the Secretariat for the Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD). He also serves as a Distinguished Fellow in Sustainable Finance at ClimateWorks Foundation, a Board Member of Context Labs BV and a Strategic Advisor to Apollo Global Management.
Curtis founded the Sustainable Business & Finance Group at Bloomberg LP and served as its Global Head, reporting directly to the Chairman, from 2007-2019. Under his leadership, Bloomberg integrated sustainability considerations into the firm’s operations globally and developed a full range of Sustainable Finance products to evaluate sustainability-related risks and opportunities for finance professionals.
He was awarded a David Rockefeller Fellowship with the Partnership for New York City in 2011, appointed by the Obama Administration to serve on the US chapter of the G8 Advisory Board on Impact Investing in 2013 and received the Columbia Business School Exemplary Leadership Award in 2016. Curtis holds an MBA from Columbia Business School and a BA in History from Davidson College.Sessions
Creating and Implementing Climate Transition Action Plans
1:30 pm - 2:30 pm -
Cynthia Curtis
RevantageCynthiaCurtisSVP, Head of Portfolio ESGRevantageConnect viaCynthia Curtis is the SVP, Head of Portfolio ESG of Revantage, a Blackstone Real Estate portfolio company that provides best-in-class corporate services. Cynthia is responsible for spearheading the strategy, development and implementation of the Revantage global ESG program. In partnership with Blackstone, she is charged with operationalizing the ESG strategy and providing strategic guidance to initiatives across Blackstone Real Estate portfolio companies. She also oversees the sustainability strategy and program within Revantage.
Sessions
A Recession Meets the ESG Talent War?
11:00 am - 12:00 pm -
Dail St. Claire
AurivosWith 28 years as an Allocator, GP and LP, President & COO, Dail St. Claire began her career managing assets for NYC’s $240Bn pension fund after which she co-founded Williams Capital Management Trust and Williams Capital, the largest women-and minority-owned broker dealer investment bank in the US today. Leading SEC and FINRA audits, she manages businesses with P&L responsibilities and advises growth venture capital, private equity and private credit, and alternative investment funds.
Sessions
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Danielle Fugere
As You SowDanielleFugerePresidentAs You SowConnect viaDanielle Fugere, President & Chief Counsel, leads As You Sow’s program teams in creating lasting social and environmental change through shareholder advocacy and legal initiatives. She brings an in-depth knowledge of clean energy, sustainability, and team building to her work.Danielle previously served as Executive Director of the Environmental Law Foundation, focusing on environmental health and water protection; as Western Regional Program Director for national nonprofit Friends of the Earth, she spearheaded innovative climate change strategies and directed campaigns to promote sustainable alternative energies and fuels.Through her work, Danielle has been instrumental in securing industry conversions to environmentally sound technologies and securing compliance with environmental laws. She holds a J.D. from the University of California, Berkeley School of Law and a B.A. in Political Economics from the University of California, Berkeley.
Sessions
Proxy Voting: Rights & Responsibilities
10:30 am - 11:30 am -
Dave Wallack
For the Long Term -
David Hackett
Baker McKenzieDavid Hackett advises senior management, legal departments and Boards of major corporations and nonprofits on compliance, risk, environmental and sustainability matters. He has exceptional experience managing US and international compliance and environmental projects, including the evaluation and development of effective compliance and sustainability programs. He also has extensive experience litigating major civil and criminal environmental matters. David sits on multiple nonprofit boards and additionally advises many civic and nonprofit organizations across the globe. Following his tenure with the Environmental Enforcement Division of the US Department of Justice, David joined the Firm where he has played a formative role in the establishment of the Firm's compliance, environmental, climate and sustainability practices. At Baker McKenzie, David has served as the managing partner of North America, a member of the Global Executive Committee, and Chicago office managing partner. He has also been the North America Chair of both the Compliance Practice Group and the Banking, Finance and Major Projects Practice Group.
Sessions
Translating ESG to Senior Management
10:30 am - 11:30 am -
Davida Heller
CitiDavidaHellerDirector, Head of Sustainability StrategyCitiConnect viaDavida joined Citi in 2014 and is Senior Vice President of Sustainability & ESG. Her work centers on the development and execution of Citi’s sustainability initiatives and programs, including the bank’s 2025 Sustainable Progress Strategy and $250 Billion Environmental Finance Goal.
She engages with internal global functions, regional banking teams and external stakeholders to build company-wide awareness of sustainability, ESG and climate change, including related trends, opportunities and risks.
Prior to joining Citi, Davida was Head of Member Engagement at The Climate Group, a non-profit organization dedicated to driving action to create a net-zero emission global economy, where she worked with Fortune 500 companies on greenhouse gas emissions reduction initiatives.
Before that she was at The Earth Institute at Columbia University, she managed corporate relations and oversaw professional development for the institute’s sustainability-related education programs. Previously, she worked in consulting and feature film production and development.
Davida has an M.S. from Columbia University in sustainability management and a B.A. in media studies from George Washington University.
Sessions
Financing the Transition: The Path From Carbon-intensive to Carbon-free
3:00 pm - 4:00 pm -
Diane Holdorf
WBCSDDianeHoldorfExecutive Vice PresidentWBCSDMs Diane B. Holdorf is Executive Vice President (EVP) and a member of the Senior Management Team (SMT) at the World Business Council for Sustainable Development (WBCSD), based in Geneva, Switzerland. Diane joined WBCSD in December 2018 as Managing Director of Food and Nature where she led business efforts to accelerate the system transformation in the areas of food, nature and water. In October 2021, Diane took the role of EVP for Pathways. In her role as EVP, Diane focuses on the Pathways as part of WBCSD’s strategy, leading business efforts to accelerate collaborative solutions in Food and Agriculture, Energy, Products & Materials, Mobility and Built Environment, and Health and Wellbeing – working in partnership to deliver business solutions for the Imperatives and Redefining Value Program pillars. Before joining WBCSD, Diane was Vice President and Chief Sustainability Officer at Kellogg. Prior to joining Kellogg, Diane served as Vice President for Delta Consultants (now Antea), a global environment, health and safety and sustainability consulting firm. During her 17 years with Delta Consultants, she served in numerous management and consulting roles, based in the US and in the UK, where she worked with many consumer-packaged goods, forest products and manufacturing companies in development and implementation of global programs for sustainability, environmental management and risk management. in 2022 Diane was selected as one of the 25 Badass Women shaping climate action by GreenBiz. In 2015, Diane was recognized as a Maize and Wheat Super Woman by CIMMYT (International Maize and Wheat Improvement Center) as part of the United Nation’s International Women’s Day. She is also recognized as an Oxfam Sisters on the Planet Ambassador. Diane received a Bachelor’s degrees in Public Communications and in German from Syracuse University. She also completed the Executive MBA Program at the University of St Thomas.
Sessions
Demystifying Climate Transition Scenarios
9:00 am - 10:00 am -
Dr. Ana Nacvalovaite
Kellogg College, University of OxfordSessions
Roundtable Lunches
12:00 pm - 1:30 pm -
Dr. Bob Eccles
Saïd Business School, University of OxfordDr. BobEcclesProfessorSaïd Business School, University of OxfordSessions
Monday Keynotes
1:30 pm - 3:00 pm -
Dr. Stephanie Gripne
Impact Finance CenterDr. StephanieGripneExecutive DirectorImpact Finance CenterConnect viaStephanie is the creative force behind the Impact Finance Center, which she founded in 2013. As an academic entrepreneur, philanthropic advisor, researcher, and educator in the field of impact investing, Stephanie sets the vision and provides leadership for the entire organization while focusing on business development, client engagement, and industry thought leadership through her research, writing, and speaking. Stephanie has 20 years of experience at the intersection of business and natural resources, working for the EcoProducts Fund $100 Ecosystem Service private equity fund, the Nature Conservancy, the USDA Forest Service, DOE Oak Ridge National Laboratory, the Journal of Wildlife Management, and several universities. Stephanie received her Ph.D. from the Boone and Crockett Wildlife Conservation Program at the University of Montana. She has a B.S. in Biology & Wildlife Management from the University of Wisconsin at Stevens Point and a M.S. in Ecology from Utah State University. Stephanie is an Aspen Institute Environment Forum Scholar, Environmental Leadership Senior Fellow, Property Environment Research Center Fellow, Ford Foundation Community Forestry Fellow, and Boone and Crockett Professional Member.
Sessions
Increase Your Impact with Diverse Asset Managers
4:30 pm - 5:30 pm -
Dylan Siegler
GreenBiz GroupDylanSieglerSVP, SustainabilityGreenBiz GroupConnect viaDylan has spent nearly two decades building better environmental and social impacts in the nonprofit and public sectors and the Fortune 500. Prior to GreenBiz, she was a lead strategist on the social innovation team at Verizon, where she introduced climate justice as a core element of the company’s climate approach and worked to address the rural digital divide. Formerly, at power company NRG, she developed climate and water strategy, and helped conceive and launch a consultancy to help commercial customers navigate climate action, resilience, clean energy, and energy efficiency.
She now applies her experience in the field to lead and build upon GreenBiz’s offerings for sustainability professionals, working to support, drive, and lift up sustainability practice in business. A former music journalist, she lives in Brooklyn, NY.
Sessions
Welcome & Opening Address
1:30 pm - 1:40 pmWelcome
10:30 am - 10:40 amComms Summit Day 1
12:00 pm - 7:00 pmClosing
11:55 am - 12:00 pm -
Eli Hopson
Coalition for Green CapitalSessions
Green Banks: Catalyzing Investments in Climate Solutions
9:30 am - 10:30 am -
Elizabeth Seeger
IFRS FoundationElizabeth Seeger was appointed as a full-time member of the International Sustainability Standards Board (ISSB) in July 2022, effective November 2022.Ms Seeger has over 20 years’ experience of standard-setting, investment and working on sustainability topics. She joined the ISSB from global investment firm KKR, where she served as Managing Director, Sustainable Investing, responsible for helping oversee the firm's consideration of sustainability matters throughout KKR’s investment process and part of KKR's Global Impact team. She also oversaw KKR’s public sustainability reporting efforts, including the development of SASB and TCFD-aligned reporting.Before joining KKR in 2009, she served as a project manager in the corporate partnerships programme (now known as EDF+Business) of Environmental Defence Fund and a consultant with the Corporate Executive Board (CEB, now known as Gartner), where she advised companies from a broad range of industries in Europe and the United States. Before CEB, Ms Seeger was an associate at the Environmental Law Institute, a non-profit organisation focused on environmental law and policy research and education.Ms Seeger served on the SASB Standards Board as an inaugural member, but began her standard-setting work when becoming a member of the SASB Standards Council in 2012.She is a 2013 Aspen Institute First Movers Fellow and earned a BA in Environmental Studies with honours from the University of Chicago and an MBA from the Wharton School of the University of Pennsylvania.
Sessions
The ISSB: Building a Global Baseline
9:00 am - 10:00 am -
Elizabeth Ann Lowery
Elizabeth Lowery is a Senior Advisor, Sustainable Finance and ESG with ERM, a sustainability consulting firm. She is also
a Senior Executive Advisor with GI Partners and Piva. She was formerly the Managing Director of Sustainability and ESG
at TPG. Beth joined TPG after a 20-year career with General Motors Company where she was a member of GM’s Senior
Leadership Group as Corporate Vice President, Environment, Energy & Safety Policy and Secretary to the Public Policy
Committee of the GM Board of Directors. She also served as General Counsel for GM—North America. Beth has held
various executive positions, including Senior Knowledge Leader and a Principal of GreenOrder at LRN, where she was
focused on working with global enterprises to develop sustainability strategies and initiatives. Beth was also a partner at
Honigman Miller Schwartz and Cohn and a law clerk to Michigan Supreme Court Justice G. Mennen Williams. She has
served on several non-profit boards including the World Environment Center, InForum Center for Leadership, Keystone
Center and the Alliance for Automobile Manufacturers. Her primary responsibilities within TPG included leading the
Sustainability and ESG program development, strategy and deployment across the Firm, engaging with portfolio
companies to build sustainable businesses, and assisting deal teams on due diligence matters. Ms. Lowery was a
member of the PRI Private Equity Advisory Committee and is currently a Board Member of Denali Water Solutions, Keter
Environmental Services, Sagard Holdings, Anuvia, and American Battery Technology Company. She is also a member of
the Caesars Entertainment CSR External Advisory Board and on the Corporate Eco Forum Advisory Board.Sessions
Sustainability in the Boardroom: Developing Key Competencies
9:30 am - 10:30 am -
Ellen Weinreb
Weinreb Group Sustainability RecruitingEllenWeinrebManaging DirectorWeinreb Group Sustainability RecruitingEllen has worked at the intersection of sustainability and human resources as a recruiter and consultant for 25+ years. A super connector, Ellen’s passion for sustainability and ESG was sparked while obtaining her MBA from Yale and interning at L.L.Bean. Ellen is a regular speaker at industry events, and pens a column with GreenBiz entitled “Talent Show.” She frequently shares her perspective with global media outlets, including Marketplace, the Wall Street Journal and Barron’s.
Sessions
Building a Strong Sustainability Team
4:15 pm - 5:15 pm -
Emilio Tenuta
EcolabEmilioTenutaSenior Vice President & Chief Sustainability OfficerEcolabEmilio Tenuta’s 38-year tenure at Ecolab includes 25 years of technical, marketing and business management experience in various industries including Food and Beverage, Pharmaceutical, Lodging, Healthcare, Primary Metals and Automotive. In the past 11 years, Tenuta has led Ecolab’s strategic sustainability journey focused on corporate responsibility, internal environmental stewardship and helping customers operate more sustainably. He is actively involved in advancing global sustainability practices, with a significant focus on water stewardship and climate action. In partnership with Global S&P Trucost – and a multi-stakeholder advisory group – Tenuta led development of the Water Risk Monetizer, industry’s first financial modeling tool to assess water-related risk, and the Smart Water Navigator, a free online tool to help businesses improve water management and achieve their water reduction targets. In recent years, he’s become a leader in environmental, social and governance (ESG) practices and reporting and has collaborated with a number of large impact investors. Partnering with investor relations and Ecolab’s Chief Executive Officer, Tenuta has advanced Ecolab’s reputation as an ESG leading company. Tenuta is actively involved in advancing industry sustainability and corporate responsibility practices. He sits on the board of directors of the World Environment Center, a global non-profit, non-advocacy organization and the leadership council of the Corporate Eco Forum.
Sessions
Why Protecting Biodiversity is Everything for Business
9:30 am - 10:30 am -
Emily Pierce
PersefoniPrior to joining Persefoni, she was Assistant Director in the Office of International Affairs at the SEC where she was responsible, among other things, for the SEC's engagement with international regulators, standard setters, and regulatory bodies on climate-related disclosure issues. Prior to joining the SEC, she was with the law firm Debevoise and Plimpton.
Sessions
New Opportunities in a New Era of Disclosure
10:30 am - 11:30 am -
Emma Sabiiti
Mass MutualSessions
Roundtable Lunches
12:00 pm - 1:30 pm -
Erik Snyder
Drawdown FundErik Snyder’s acumen for business and love of the environment led him to be founder of the Drawdown Fund in 2018. The Drawdown Fund invests growth capital to scale technologies and businesses that reverse global warming by sequestering CO2 or reducing emissions. The Drawdown Fund was co-founded by Paul Hawken and follows the strategy laid out in the New York Times Best-seller: “Drawdown: The Most Comprehensive Plan to Reverse Global Warming.” Prior to the Drawdown Fund, Erik worked on investments held by GLE Capital, a global multi-family office and was CEO of Armada Skis. Erik received his MBA from Harvard Business School (HBS) where he was a recipient of the Rock Entrepreneurial Fellowship. Before HBS, Erik worked at Partners Capital Investment Group managing a multi-asset class hedge fund and overseeing private equity investments. Erik’s corporate career began with PRTM Management Consultants after graduating from Cornell University with Honors.Erik’s background is as diverse as his passions. He has been involved in a number of successful entrepreneurial enterprises, worked for a non-profit in Nepal, was a climbing guide in Mexico, and played professional soccer in Bolivia. Outside of work, Erik spends his time being as active as possible with his wife, Julie, and two boys, Jake (12) and Nate (10). You might find him running through the mountains preparing for an ultra-marathon or skiing in a remote part of the world. Regardless of the adventure, Erik always enjoys coming home to Park City for Sunday brunch with his family. Venture Innovations to Reach Net Zero
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Erika Karp
PathstoneErikaKarpChief Impact OfficerPathstoneErika is the Chief Impact Officer at Pathstone. She joins the Pathstone team from Cornerstone Capital Group*, the sustainable and impact investment advisory firm she founded in 2013. Erika’s mission is to bring the disciplines of finance, economics, and sustainability to bear in pursuit of a more regenerative and inclusive form of capitalism. Over the course of her 25-plus years on Wall Street, she developed a deep belief in environmental, social, and governance (ESG) analysis as a critical input to investment decision-making. Prior to launching Cornerstone Capital Group, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank. She chaired the Global Investment Review Committee, served on the UBS Securities Research Executive Committee, and served on the Environmental and Human Rights Committee of the UBS Group Executive Board. Erika’s work has been featured by media including Bloomberg, The Guardian, the Financial Times, Investor Relations Magazine, and Forbes. Erika speaks on sustainable investing and finance at venues around the world including the UN Global Compact, theUN Principles for Responsible Investment (PRI), the Clinton Global Initiative, the Wharton School, the NYSE, the Organization for Economic Cooperation & Development (OECD), the Aspen Institute, the White House, and many others. Erika holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.
Sessions
Monday Keynotes
1:30 pm - 3:00 pm -
Ethan Rouen
Harvard Business SchoolEthan Rouen is an assistant professor of business administration in the Accounting and Management Unit, where he teaches the elective course Reimagining Capitalism, and the faculty co-chair of the Impact-Weighted Accounts Project at Harvard Business School.His current research interest focuses on understanding economic inequality and the measurement of human capital. He has been awarded from the American Accounting Association the Competitive Manuscript Award, the Deloitte Foundation Wildman Medal, and the Best Dissertation Award in the Financial Accounting and Reporting Section. His research has been published in The Journal of Financial Economics, The Accounting Review, Management Science, and The Review of Accounting Studies, and his journalism and opinion articles have appeared in the Boston Globe, Le Monde, HuffPo, The Hill, CEOWORLD Magazine, and Fortune.com, among others. He appears frequently in national and international media outlets.Professor Rouen earned a BA in history and English from the University of Wisconsin-Madison, and an MS in journalism at Columbia University Graduate School of Journalism. From Columbia Business School, he received an MBA in finance and accounting, an M.Phil. in accounting, and a PhD in accounting.
Sessions
Elevating ESG Data Quality In a New Regulatory Regime
9:30 am - 10:30 am -
Florian Berg
MIT Sloan School of ManagementFlorian is currently a research scientist at the MIT Sloan School of Management where he cofounded the Aggregate Confusion Project. His research interest covers sustainable investing with a focus on ESG ratings, the disagreement between different rating agencies, and how it affects investors, firms, as well as academic research.He received his PhD in economics from Paris-Dauphine University. During his PhD, he held a visiting research position at ETH Zurich. Florian worked as a quantitative researcher at Amundi Asset Management and as a quantitative strategist/ trader at Alphadyne Asset Management. He taught at Paris-Dauphine University, Sciences-Po Paris, and MIT Sloan.
Sessions
Is Climate Risk Already Priced Into Markets?
10:30 am - 11:30 am -
Gabriel Thoumi
Responsible AlphaGabriel Thoumi has 17 years’ experience leading ESG, sustainability, and climate risk finance initiatives for global clients on four continents including direct engagement with more than 40 corporations in the S&P 500, investors and banks, multilateral development banks, governments, and civil society organizations. As both a former banker and asset manager, he has broad and detailed sectoral coverage knowledge informing transition modeling informing billions of dollars of transactions globally.He is an award-winning research manager (2014, 2015, 2020, and 2021) and a member of various Fortune 500, scientific, and financial technical committees including the S&P Sustainable Finance Scientific Council. He has published more than 70 ESG investment research reports, alongside hundreds of articles, edited two books on sustainable finance and natural capital, and frequently presents globally.Since 2016, he has lectured at Johns Hopkins University teaching Financing a Sustainable World and ESG Integration. He is also the former President of the Board, 2 Degrees Investing Initiative, U.S. Finally, he has served as a political appointee to various Washington DC regional urban planning and climate advisory commissions, 2013-2021.Gabriel has an MBA and Master of Science from the University of Michigan. He is a LEED AP. and is a former Erb Institute, Rockefeller Foundation Natural Capital, and Consortium fellowship recipient. Previous to working in sustainable finance, Gabriel had a successful career as a junior oceanography science officer in the North Atlantic and as an art history consultant. In his free time, he enjoys running, mountaineering, and ocean sailing.
Sessions
Going Beyond the Basics: Investor Action on Biodiversity and Nature
9:00 am - 10:00 am -
Gavin Smith
PGIM Quantitative SolutionsGavin Smith, PhD, is a Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions. He is responsible for the research, oversight and incorporation of ESG in our investment platform. In addition, he oversees research and analysis for Quantitative Equity portfolios. Prior to his current role, Gavin was most recently a portfolio manager and before that was a key member of PGIM Quantitative Solutions’ Research team where he focused on alpha and implementation research that could be applied across markets and strategies. Prior to joining PGIM Quantitative Solutions, Gavin led the North American Quantitative Research team at Macquarie Capital. Previously, Gavin served in quantitative research positions at Barclays Capital and Plato Investment Management in Sydney, Australia. He earned a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales in Australia
Sessions
Is Climate Risk Already Priced Into Markets?
10:30 am - 11:30 am -
George Basile
ASU School of SustainabilityGeorgeBasileProfessor of Practice, College of Global FuturesASU School of SustainabilityGeorge Basile, Ph.D., is an internationally recognized creative thinker and practitioner in the field of sustainability. Basile started out on a traditional academic career path, with a B.S. in Physics from University of California-Irvine followed by a Ph.D. in Biophysics from University of California-Berkeley and a post-doc at Lawrence Berkeley Laboratory. He has held teaching positions at Berkeley and Stanford, and helped develop Green MBA programs in the United States and Sweden. He currently serves on the boards of nonprofit organizations and new ventures, and advises Fortune 500 clients on sustainable business practices and integrated operational and marketing strategies. He served as the R&D head of The Natural Step, an accelerator of global sustainability, and co-founded Thrive Unlimited. Dr. Basile is widely published and is a sought-after speaker focusing on creating strategic alignment between business drivers and emerging market needs.
Sessions
Accelerating Internal ESG Understanding
1:30 pm - 2:30 pm -
Georges Dyer
Intentional Endowments NetworkGeorgesDyerCo-Founder & Executive DirectorIntentional Endowments NetworkGeorges Dyer is an Executive Director of the Intentional Endowments Network, a broad-based collaborative network that engages key stakeholders in the higher education, business and non-profit sectors and provides education, peer networking, convening, thought leadership and information exchange to advance intentionally designed endowments that contribute to a healthy, just and sustainable society.
Georges founded Greenland Enterprises, a consulting firm specializing in strategic sustainable development and is a Trustee of Stratleade Sustainability Education. He is a graduate of The Mountain School, Dartmouth College, and the Blekinge Institute of Technology in Karlskrona, Sweden, where he earned a Master of Strategic Leadership towards Sustainability.
Sessions
Can Retirement Assets Deliver Impact?
4:00 pm - 5:00 pm -
Gowri Zoolagud
DeloitteMs. Zoolagud is a Managing Director in Deloitte & Touche’s Risk and Financial Advisory practice largely serving FSI clients. She has 2 decades of experience in leading large programs to operationalize regulatory, risk, compliance requirements through business, data, controls and technology transformations for clients in the financial services industry. She has been recently focusing on advising clients around data related to ESG and the complex overlapping standards/frameworks. With a background in technology and data, she has helped financial services clients define and stand up enterprise data governance and data standards and quality programs.
Sessions
Sponsored: Addressing the ESG Data Challenge for Financial Institutions
1:30 pm - 2:30 pm -
Graham Sinclair
Harvard Extension SchoolGrahamSinclairInstructorHarvard Extension SchoolConnect viaSessions
Value Chain Live
4:30 pm - 5:30 pm -
Grant Harrison
GreenBiz GroupGrantHarrisonDirector, Sustainable Finance & ESGGreenBiz GroupAs Green Finance & ESG Analyst, Grant leads on program development for GreenFin – the premier ESG event aligning the sustainability, investment and finance communities. Grant works to direct the vigor of capital markets toward the realization of a clean and just economy, and to make GreenFin the launchpad of the ideas, insights and connections that will shift capital allocation to support sustainability.
Grant previously served as Senior Account Executive with GreenBiz, working with clients across financial services, transportation, tech and consulting. Prior to joining GreenBiz, Grant worked under the auspices of the USDA implementing reforestation projects in fire-affected regions of Northern California. Grant holds a bachelor’s degree in American Studies from UC Berkeley and a master’s degree in Environmental Governance from Oxford University. He is animated by a healthy diet of existential anxiety and an enduring faith in humans’ ability to solve problems together. Grant loves, more than most things, to surf.
Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Greg Hershman
Principles for Responsible Investment (PRI)Sessions
The Elephant in the Room: Navigating ESG’s Politicized Waters
11:00 am - 12:00 pm -
Hank He
Tabors Caramanis RudkevichSessions
Going Beyond Megawatt Hour Matching
4:00 pm - 5:00 pm -
Hara Wang
Rocky Mountain InstituteHaraWangLeader, RMI Carbon Markets InitiativeRocky Mountain InstituteConnect viaSessions
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Heather Clancy
GreenBiz GroupHeatherClancyEditorial DirectorGreenBiz GroupHeather Clancy, vice president and editorial director at GreenBiz, specializes in chronicling the role of technology in enabling corporate climate action and transitioning to a clean, inclusive and regenerative economy. An award-winning journalist, she started her journalism career on the business desk of United Press International, and her articles have appeared in Entrepreneur, Fortune, The International Herald Tribune and The New York Times.
Clancy was the launch editor for the Fortune Data Sheet, the magazine's newsletter dedicated to the business of technology. She co-authored the Amazon best-seller for entrepreneurs, "Niche Down, How to Become Legendary By Being Different." She is proud to serve on the boards of the WSLA Alumnae Group, a mentorship organization dedicated to nurturing feminine leadership in the corporate sustainability movement, and EcoAthletes, a collective of collegiate, professional and amateur athletes dedicate to using their voices to surface solutions to climate change.
Sessions
Recovering Critical Materials From E-Waste and the Untapped Urban Mine
9:00 am - 11:30 amShining a Light on Frontline Communities
1:30 pm - 2:30 pmTrack and Trace: Navigating the Enabling Tech Landscape
9:00 am - 12:00 pm -
Helle Bank Jorgensen
Competent BoardsHelleBank JorgensenCEO and FounderCompetent BoardsConnect viaHelle Bank Jorgensen is an internationally recognized expert on sustainable business practices, with a 30-year record of turning environmental, social, and governance (ESG) risks into innovative and profitable business opportunities. She works with many global Fortune 500 board members and executives, as well as smaller companies and investors.Helle is the founder and chief executive of Competent Boards, which offers online climate and ESG programs that draw on the experience of over 180 renowned board members, executives, and investors. Hundreds of directors and senior executives have enrolled in these programs to mitigate the risks and seize the opportunities presented by ESG and climate change.Helle serves at:-Nasdaq Center for Board Excellence’s Sustainability & ESG Insights Council;-World Economic Forum (WEF) Expert Network for Corporate Governance, Leadership, and Emerging Multinationals;-His Royal Highness Prince of Wales A4S (Accounting for Sustainability) Global Expert Panel;-The Non-financial Digitisation Working Group of the Impact Management Project (IMP);-The Reuters Panel of Expert Judges for the Responsible Business Awards;-Canadian Climate Governance Experts –- a Commonwealth Climate & Law Initiative;-Chair of the Advisory Committee of the ESG Exchange.In 2020 she was awarded the Global Impact Award and named one of "5 people in ESG to look out for." She was also selected as one of LinkedIn's Top Voices in the Green Economy in the US and Canada for 2022. Ms. Bank Jorgensen is the author of the newly published book Stewards of The Future: A Guide for Competent Boards, an Amazon bestseller.
Sessions
Sustainability in the Boardroom: Developing Key Competencies
9:30 am - 10:30 am -
Ivan Frishberg
Amalgamated BankSessions
Monday Keynotes
1:30 pm - 3:00 pm -
Jackie Firsty
Greentown Labs -
Jaclyn Bouchard
PREQINIn her role as the in-house subject matter expert on major environmental, social & governance (ESG) and sustainable finance concepts, Jaclyn is tasked with raising Preqin’s profile as the leading provider of ESG data and analytics for the alternative assets market by setting the vision and strategy for Preqin’s ESG product suite. Jaclyn also ensures ESG principles are embedded into Preqin’s culture through the implementation of a corporate responsibility strategy that considers all stakeholders when making business decisions. Prior to Preqin, Jaclyn was the Director of ESG Products at S&P Global Ratings. As the strategic client facing lead, she grew S&P’s market share by translating market trends and issues facing companies and investors into best-in-class product solutions. She managed and continuously enhanced Ratings’ current ESG products and set the roadmap for future product developments. Before transitioning to S&P Global Ratings, Jaclyn was the Global Lead of Sustainability & ESG at S&P Global. She and her team were accountable for the management of the Company’s ESG risks and opportunities, as well as disclosure to key stakeholders including investors. As the Global Lead, she spearheaded the responses to notable third party ESG assessments such as the Dow Jones Sustainability Index (DJSI) and Carbon Disclosure Project (CDP), and company disclosures to frameworks such as the Global Reporting Initiative (GRI) and Taskforce for Climate Related Financial Disclosures (TCFD). Jaclyn started her career at S&P Global in 2013. Previously, she worked in sales at Recyclebank, a New York City based start-up that focuses on clean technology and sustainability. Jaclyn served as a member of the Northeast Sustainable Energy Association’s Board of Director’s Development Committee. She is a The Role of Private Equity in Decarbonizing Transitioning Assets
Sessions
The Role of Private Equity in Decarbonizing Transitioning Assets
11:00 am - 12:00 pm -
James Edwards
MSCISessions
Is Climate Risk Already Priced Into Markets?
10:30 am - 11:30 am -
Jason Jay
MIT Sloan School of ManagementJasonJayDirector, Sustainable Business and SocietyDirector, Sustainability InitiativeMITJason Jay is Director of the Sustainability Initiative at the MIT Sloan School of Management and director of the Sustainability Initiative at MIT Sloan. His research focuses on how people navigate the tensions between personal, business and social goals in sustainability efforts. His first book is "Breaking Through Gridlock: The Power of Conversation in a Polarized World" and he has published articles in the Academy of Management Journal and California Management Review. He teaches courses on strategy, innovation and leadership for sustainable business at MIT, and engages students and alumni in hands-on projects with leading companies and organizations. Prior to MIT, Jason was a management consultant for Dialogos International, where he consulted on leadership development and organizational change for major international corporations and NGO's including BP and the World Bank. Jason holds a Ph.D. in Organization Studies from the MIT Sloan School of Management, and an AB and M.Ed from Harvard University. He lives in Newton, Massachusetts.
Sessions
Monday Keynotes
1:30 pm - 3:00 pm -
Jen Sullo
Earth FinanceJen Sullo is Managing Director of Asset Management and Investment Solutions at Earth Finance. She brings significant expertise integrating sustainability into portfolio construction, investment, and due diligence processes as well as creating tailored, client-specific sustainable investment funds for private wealth and institutional investors – including corporate retirement plans, insurance reserve pools, non-profit investment portfolios, and financial intermediary platforms. Jen has worked globally to provide education and strategic advice to sophisticated asset owners on decarbonization goal / target setting, climate scenario analysis, carbon footprinting and benchmarking, regulatory considerations, implementation pathways, and broad-ESG integration. Prior to Earth Finance, Jen was Global Head of Sustainable Investing Solutions at Goldman Sachs Asset Management ($2.2T) where she was responsible for global sustainable investing strategy, product development, and partnerships. Previously, as Managing Director and ESG Practice Lead of Rocaton Investment Advisors ($600B), she was responsible for ESG integration within multi-asset Advisory and OCIO channels. Prior to Rocaton, Jen held various positions at J.P. Morgan, Voya Investment Management and GE Asset Management. She graduated from Fairfield University with honors and an M.S. in Finance and from Trinity College with honors and a B.S. in Economics.
Sessions
Incentives and Investments: The Inflation Reduction Act
3:00 pm - 4:00 pm -
Jenny Mathilde Nordby
RepRiskJenny Mathilde Nordby joined RepRisk in 2018 and is the Head of Business Development. She is responsible for RepRisk’s global business development department, including direct sales, strategic product integration partnerships, and redistribution channels. She previously led RepRisk’s Partnerships department and oversaw the company’s market, regulatory, and competitive intelligence.
Before joining RepRisk, Jenny worked at SEB – first, as an Account Manager covering Nordic institutional and corporate clients within Client Coverage, then in Institutional Sales, and finally in Corporate Risk Advisory and Analytics within Capital Markets. During her tenure at SEB, she also worked in rotations at other locations and departments in London, Singapore, and Stockholm.
Jenny holds a dual Bachelor's degree in Economics and International Relations from the University of Oslo, in Norway, and a Master of Science in Management and Finance from Imperial College, London, in the UK. She completed exchange semesters at Dartmouth College, New Hampshire, and at the American University, in Washington D.C., USA.Sessions
Key Innovations in ESG Data Collection & Analysis
9:00 am - 10:00 am -
Jess Thompson
IFM InvestorsSessions
Financing the Transition: The Path From Carbon-intensive to Carbon-free
3:00 pm - 4:00 pm -
Jess Gaspar
FCLT GlobalJess Gaspar is the Head of Research at FCLT Global. In this role, he shapes the research agenda while working with the organization’s members and staff to advance the content and ensure its impact. He joined FCLT Global in 2023 after nearly two decades as a research leader at financial institutions. Jess has financial expertise across asset classes spanning the full value chain from security selection through manager evaluation, asset allocation, portfolio construction and risk management. He has also worked extensively on sustainability, the environment and climate change as a researcher, strategy builder and product designer.In his most recent role, Jess spent five years as the Global Head of Research for AllianceBernstein’s $100bn+ Multi-Asset Solutions business where he directed a global team responsible for strategic asset allocation, systematic tactical asset allocation, retirement and risk. He also served the firm as a member of AB’s Responsibility Steering Committee, Trust Company Board and partnership with Columbia’s Climate School.Prior to AllianceBernstein, Jess was Head of Asset Allocation and Research at Commonfund, one of the pioneers in investing long term portfolios for nonprofits. Earlier, he was director of research for Cornerstone Quantitative Investment Group, a systematic macro hedge fund where he coauthored Commodity Investing published by Wiley Finance. Jess joined the financial sector from McKinsey and Company and began his research career as a professor at the University of Chicago’s Booth School of Business where he taught international economics to M.B.A. students and computational methods in economics and finance to Ph.D. students.He earned his PhD in Economics from Stanford University and his BS in Environmental Engineering from the Massachusetts Institute of Technology. He is a US citizen and is married with three grown children.
Sessions
The Role of Private Equity in Decarbonizing Transitioning Assets
11:00 am - 12:00 pm -
Jessie Buendia
Dream.OrgJessica “Jessie” Buendia is the Dream.Org Vice President of Sustainability and Green For All National Director. Green For All works at the intersection of the environmental, economic, and racial justice movements to advance solutions to poverty and pollution and to ensure that the people hit first and worst by pollution and climate change do not benefit last and least from the solutions. Under her leadership, Green For All is working to advance proactive bipartisan climate policy, support the implementation of Biden’s Justice40 initiative, ensure investments from the Inflation Reduction Act are directed to the communities most impacted by poverty and pollution, and uplift Black and Brown entrepreneurs and job pathways in the green economy.
Before coming to Green For All, Jessie held positions within the public, philanthropic, and nonprofit sectors on climate equity. Most recently, Jessie served as an executive at the California Strategic Growth Council (SGC) under the Governor’s Office of Planning and Research. SGC promotes sustainability, health, and equity across the State by helping California achieve its climate change and racial equity goals through place-based, community-driven infrastructure investments and transformative programming. Jessie launched racial equity and technical assistance initiatives that expanded California’s reach and impact in communities and propelled SGC as a leader on equity at the state level.
Before coming to Green For All, Jessie held positions within the public, philanthropic, and nonprofit sectors on climate equity. Most recently, Jessie served as an executive at the California Strategic Growth Council (SGC) under the Governor’s Office of Planning and Research. SGC promotes sustainability, health, and equity across the State by helping California achieve its climate change and racial equity goals through place-based, community-driven infrastructure investments and transformative programming. At SGC, Jessie oversaw a $1 billion annual budget and launched racial equity and technical assistance initiatives that expanded California’s reach and impact in communities and propelled SGC as a leader on equity at the state level. Jessie spearheaded the passage of the nation’s first state-level, multi-agency Racial Equity vision statement, action plan and served as the State’s host for the Capitol Collaborative on Race and Equity and the Interagency Racial Equity Working Group.
Jessie has held positions at the Greenlining Institute, East Bay Community Law Center, Janelle Monae’s Fem the Future Foundation, the San Francisco Public Utilities Commission, San Francisco Foundation, Health Access Foundation, Rose Foundation, California State Legislature, and Urban Habitat. She has also lived and worked in Mexico, France, India, and South Africa. Jessie has a Master’s Degree in Public Policy from Princeton University, an Advanced Project Management Certificate from Stanford University, and a Bachelor’s Degree from Macalester College. She is a certified coach with a focus on building transformational leadership within the social justice sector. She is originally from Iowa and currently resides in Sacramento with her wife and children.Sessions
Incentives and Investments: The Inflation Reduction Act
3:00 pm - 4:00 pm -
John Davies
GreenBiz GroupJohnDaviesSVP, Executive NetworkGreenBiz GroupJohn Davies heads up GreenBiz Group's research efforts and leads the GreenBiz Executive Network, a member-based, peer-to-peer learning forum for sustainability professionals. The network is made up of senior executives from $1B+ corporations working together to share best practices and lessons learned for implementing sustainable development programs. Davies is an experienced entrepreneur and innovator who has applied his business and management skills to launching start-ups as well as improving the operations of existing businesses. He is a frequent keynote speaker at international events, is well-known for his supply chain and sustainability expertise and is the author of numerous articles in business, industry, and educational publications. Davies received his BA from SUNY at Fredonia and his MA from the University of Delaware.
Sessions
Elevating ESG Data Quality In a New Regulatory Regime
9:30 am - 10:30 am -
John Hoeppner
Legal & General Investment Management AmericaJohnHoeppnerHead of US Stewardship and Sustainable InvestmentsLegal & General Investment Management AmericaConnect viaSessions
Sustainable Stewardship Success Stories
1:30 pm - 2:30 pm -
Josh Zinner
Interfaith Center on Corporate ResponsibilitySessions
Sustainable Stewardship Success Stories
1:30 pm - 2:30 pm -
Joyce Cacho
Sistema.bioJoyce Cacho is a combination leading-edge Operating Executive, and ‘nose-in-fingers-out’ Board member. Building on a C-suite career focused on P&L restructuring in banking and manufacturing, Joyce brings enterprise risk management (ERM), M&A, and ESG/Sustainability skills to the boardroom to grow companies. As the board chair, Sistema.Bio, Joyce is engaged in the energy-bio, technology innovation, and carbon offset industries. In addition to board director experience with Sunrise Banks, N.A., and World Benchmarking Alliance (WBA), Joyce served on the board of Land O’Lakes, Inc. — a Fortune 250 company.Joyce contributes to systems change as a Governance expert and Leadership Committee member of 2022 #GetOnBoard week, How Women Lead and Advisor, Black Corporate Board Readiness (BCBR), Silicon Valley Executive Center, Santa Clara University. As a board trustee, College of the Atlantic (COA), Joyce works to support innovation in education. Serving as an Advisor, Competent Board and Chief Judge, US Businesses in Africa Awards keep Joyce focused on impact via Corporate Governance in mature and emerging markets.Joyce holds a Certified Anti-Money Laundering Specialist (CAMS) designation and is a member of the Certified Financial Analyst (CFA) Society – New York (professional) which supports her QFE and Audit Committee board expertise. She is a National Association of Corporate Directors (NACD) Board Leadership Fellow and was named to the 2021 list of Most Influential Black Executives by Savoy Magazine.
Sessions
Sustainability in the Boardroom: Developing Key Competencies
9:30 am - 10:30 am -
Julie Nash
CeresJulieNashSenior Program Director, Food & ForestsCeresJulie Nash is senior program director for food and forests at Ceres, a nonprofit organization working with influential investors to build sustainability leadership. Julie directs the strategy for mobilizing leading investors and companies to address sustainability risks in food and forest supply chains.
She brings to Ceres an extensive corporate sustainability background with nearly 15 years of direct experience, including roles at Unilever, Ben & Jerry’s, and Kraft Foods. Julie earned her Ph.D. in Natural Resources at the University of Vermont, an MBA from the Darden Graduate School of Business at the University of Virginia and a BS from Cornell University.
Sessions
Investor Engagement of Companies on Nature Loss
3:00 pm - 4:00 pm -
Justin Dutcher
Loomis, Sayles & CompanySessions
Roundtable Lunches
12:00 pm - 1:30 pm -
Kate Hanley
AramarkKateHanleyDirector, Global Climate StrategyAramarkConnect viaAs Director, Global Climate Strategy at Aramark, Kate oversees the organization’s climate strategy, including measuring progress and driving implementation toward its commitment to reduce food-related emissions 25% by 2030 and to set science-based targets. Kate collaborates across the organization on initiatives such as climate-friendly menus, efficient operations, and sustainable sourcing. Previously, Kate worked as Sustainability Director for the Town of Concord, MA, where she was responsible for launching the town’s first comprehensive climate action and resilience plan. Kate also spent 5 years at Environmental Defense Fund in Boston where she managed EDF Climate Corps, a network of professionals united to advance climate solutions and the leading graduate fellowship program in energy and sustainability. Kate holds a dual degree from Clark University, MBA and MS in Environmental Science and Policy as well as a bachelor’s degree from the University of North Carolina at Chapel Hill.
Sessions
Accelerating Internal ESG Understanding
1:30 pm - 2:30 pm -
Kate Monahan
Trillium Asset ManagementKate is a Director of Shareholder Advocacy at Trillium Asset Management, a socially responsible investment firm that has incorporated ESG into its investment processes since its founding in 1982. Kate engages with corporate leadership on a variety of environmental, social, and governance issues, focusing primarily on Trillium's climate-related advocacy. Her past areas of work have included deforestation, human rights, political spending, and drug pricing.Prior to joining Trillium, she worked at Friends Fiduciary Corporation, a faith-based investment firm, where she developed and implemented the firm’s engagement program and coordinated collaboration with other investors, NGO and grassroots partners, and policy experts.
Sessions
Proxy Voting: Rights & Responsibilities
10:30 am - 11:30 am -
Katherine Collins
Putnam InvestmentsKatherine Collins is Head of Sustainable Investing at Putnam Investments and portfolio manager for Putnam's Sustainable Equity strategies, with approximately $6.5 billion in assets under management. SHORT VERSION: * favored for most settings *Katherine Collins is Head of Sustainable Investing at Putnam Investments and portfolio manager for Putnam's Sustainable Equity strategies, with approximately $6.5 billion in assets under management. In addition to her investment roles, Ms. Collins is an author and beekeeper, and holds degrees from Harvard Divinity School and Wellesley College. She serves on several nonprofit boards, including the Santa Fe Institute, Omega Institute, Harvard Divinity School Dean's Council, and Wellesley Centers for Women. In 2021, she was named to the inaugural Forbes “50 Over 50” list of leaders who are shaping the future of finance.MEDIUM VERSION:Katherine Collins is Head of Sustainable Investing at Putnam Investments and portfolio manager for Putnam's Sustainable Equity strategies, with approximately $6.5 billion in assets under management. Ms. Collins has over thirty years’ experience as an active fundamental investor, and was named to the inaugural Forbes “50 Over 50” list of leaders who are shaping the future of finance in 2021. She is a beekeeper, the author of Month of Sundays and The Nature of Investing, and founder of Honeybee Capital, an independent investment research firm focused on sustainable investment themes. Earlier in her career, she served as Head of Equity Research, Portfolio Manager, and Equity Research Analyst at Fidelity Investments. Katherine serves on several nonprofit boards, including the Santa Fe Institute, Omega Institute, Harvard Divinity School Dean's Council, and Wellesley Centers for Women. She earned a Master of Theological Studies from Harvard Divinity School and a B.A. from Wellesley College, and is a CFA charter holder.
Sessions
Going Beyond Megawatt Hour Matching
4:00 pm - 5:00 pm -
Katie Schmitz Eulitt
IFRS FoundationKatie Schmitz Eulitt leads the ISSB SASB Standards Investor Advisory Group, comprising over 60 leading global asset owners and managers – with >$53 Trillion AUM – supporting a global baseline standard for the communication of corporate performance on ESG issues relevant to the assessment of enterprise value to investors. This reprises similar roles Katie has played at the Value Reporting Foundation, prior to its merger with IFRS in August 2022 and at the Sustainability Accounting Standards Board prior to that. She also co-leads market engagement in Asia Pacific markets, with an emphasis on Japan, South Korea, and Singapore.
Katie worked with investment bank Salomon Brothers for over a decade in the US, Japan, and Hong Kong. Her experience in project development and finance spans the energy sector (both fossil fuels and renewables), the protection of forested lands, and water disinfection in developing markets.
She holds a BA in Japanese from the University of California, Berkeley, an MBA from l’Institut Européen d'Administration des Affaires (INSEAD) in Fontainebleau, France, an executive certificate in sustainability from the Presidio Graduate School of San Francisco, and a Global Competent Boards Designation.
Sessions
The ISSB: Building a Global Baseline
9:00 am - 10:00 am -
Kelly Goddard
Brookfield Asset ManagementKelly Goddard is the Chief Sustainability Officer and a Managing Director in Brookfield’s Renewable and Transition Group. In this role, Kelly is responsible for the global ESG strategy across renewable operations and the Brookfield Global Transition Fund, the world’s largest private fund dedicated to facilitating the global transition to net zero.Prior to joining Brookfield in 2021, Kelly worked at BP in a number of development, operations and strategy roles including most recently as Senior Vice President of Sustainability globally. Kelly holds a Master of Environmental Management with a concentration in Environmental Economics and Policy from Duke University.
Sessions
The Role of Private Equity in Decarbonizing Transitioning Assets
11:00 am - 12:00 pm -
Kristen Sullivan
DeloitteKristenSullivanPartner, Audit & AssuranceDeloitteKristen B. Sullivan is a partner with Deloitte & Touche LLP and leads Sustainability and ESG Services, working with clients to help address their sustainability and non-financial disclosure strategy needs. Kristen also serves as the Deloitte Touche Tohmatsu Limited’s Global Audit & Assurance Sustainability and Climate Services Leader and the Integrated Reporting Community of Practice Leader. Kristen brings extensive experience in delivering sustainability risk assessment, governance, strategy alignment, measurement, reporting, and assurance services. Given the growing market emphasis on the importance of ESG standards and frameworks, Kristen serves as a member of the Global Reporting Initiative (GRI) Community, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and as Chair of the AICPA Sustainability Task Force. She previously served on the International Integrated Reporting Council (IIRC) Working Group. Kristen has authored a number of publications around the value of sustainability and ESG disclosure and assurance. She was #10 on the 2020 Top 100 Corporate Social Responsibility Influence Leaders list.Kristen has more than 25 years of experience with Deloitte, beginning her career in Deloitte’s Audit and Advisory Services, working in Deloitte’s National Office in several capacities, and working with the deputy CEO of Deloitte LLP focused on regulatory and public policy matters. Kristen is a CPA (CT, MO) and CGMA and earned SASB’s Fundamentals of Sustainability Accounting (FSA) Credential. Kristen completed the Berkeley Law Executive Education Certification: ESG: Navigating the Board’s Role. Kristen also serves as a member of the Eureka College Board of Trustees and the Financial Women’s Association. Kristen lives in Greenwich, CT, with her four year old daughter.
Sessions
Elevating ESG Data Quality In a New Regulatory Regime
9:30 am - 10:30 am -
Kristen Duda
PwC USKristenDudaESG DirectorPwC USConnect viaKristen Duda is a director at PwC, focused on the intersection of ESG and technology. As the lead for PwC’s U.S. joint business relationships and alliances for ESG technology, Kristen works with clients to build their strategic ESG roadmap. With over 19 years of experience in sustainability, Kristen has advised global companies on turning material business risks to value creation.Kristen holds a B.S. from the University of Illinois at Urbana-Champaign in Chemical Engineering and is a licensed professional engineer.
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Kristy David
JLLKristy advises financial institutions and developers on project finance transactions in the renewable and clean energy, infrastructure, water, and transportation & transit sectors. Having advised on some of the largest and most complex project financings globally, her expertise includes analyzing financial, market, and credit risks, structuring and negotiating financial terms, and conducting due diligence on all aspects of a project. She has extensive experience with public- private partnerships, portfolio financings, expansion financings, complex multi-source financings, loan guarantees, and alternative project delivery methods. Her clients include lenders, governmental and commercial financial institutions, sponsors and borrowers, public sector/state-owned and private enterprises, and institutional investors. Ms. David received a Master of Arts in International Affairs with specializations in International Finance and International Energy Policy from Johns Hopkins University School of Advanced International Studies (SAIS). She received her Bachelor of Arts in Economics from New York University, where she graduated summa cum laude.
Sessions
The Power of Public-private Partnerships
4:00 pm - 5:00 pm -
Laura Weeks
Principles for Responsible Investment (PRI)Laura Weeks, Relationship Manager, U.S. Signatory Relations, Principles for Responsible InvestmentLaura Weeks is a Relationship Manager on the U.S. Signatory Relations team at the Principles for Responsible Investment (PRI). Laura has responsibility for supporting East Coast signatories in their advancement of Responsible Investing initiatives. Laura has over 17 years of experience in the finance industry, working in client relationship management roles supporting institutional investors. Prior to joining the PRI, she spent 15 years at Acadian Asset Management in various roles focused on relationship management, digital transformation strategic initiatives, and on working groups committed to ESG advancement and diversity, equity, and inclusion. Before joining Acadian, Laura supported global business development efforts at Wellington Management Company. Laura obtained her B.A. in International Relations from Boston University and her MBA from Simmons University. Laura has also achieved the CFA Institute Certificate in ESG Investing.
Sessions
Going Beyond the Basics: Investor Action on Biodiversity and Nature
9:00 am - 10:00 am -
Laura Draucker
Ceres, Inc.LauraDrauckerDirector, Corporate Climate EmissionsCeres, Inc.Laura directs the Ambition 2030 initiative at Ceres, working to increase the ambition of corporate uptake of robust GHG emission reduction targets aligned with science, development of strategic plans to meet those targets, and disclosure of progress. Laura provides investors and companies with the business case for setting Science Based Targets (SBTs) and going Net Zero along with technical expertise to address challenges along the way. Before joining Ceres, Laura served as the first Sustainability Director at Amherst College where she successfully developed a plan that commits the college to carbon neutrality by 2030. Prior to Amherst, Laura worked at the World Resources Institute on the GHG Protocol team, where she helped develop the Corporate Value Chain Scope 3 and Product Life Cycle Greenhouse Gas Accounting and Reporting Standards. Laura has been recognized as an expert in life cycle assessment and has had roles supporting life cycle energy systems assessment with the U.S Environmental Protection Agency and Department of Energy.
Sessions
Creating and Implementing Climate Transition Action Plans
1:30 pm - 2:30 pm -
Lauren Compere
Boston Common Asset ManagementLaurenCompereDirector of Shareowner EngagementBoston Common Asset ManagementSessions
Going Beyond the Basics: Investor Action on Biodiversity and Nature
9:00 am - 10:00 am -
Lee Taylor
REsuretySessions
Going Beyond Megawatt Hour Matching
4:00 pm - 5:00 pm -
Lenwood Long Sr
Investing in Climate JusticeSessions
Investing in Climate Justice
9:00 am - 10:00 am -
Leo Strine
Wachtell, Lipton, Rosen & KatzLeo E. Strine, Jr., is Of Counsel in the Corporate Department at Wachtell, Lipton, Rosen & Katz. Prior to joining the firm, he was the Chief Justice of the Delaware Supreme Court from early 2014 through late 2019. Before becoming the Chief Justice, he served on the Delaware Court of Chancery as Chancellor since June 22, 2011, and as a Vice Chancellor since November 9, 1998.
In his judicial positions, Mr. Strine wrote hundreds of opinions in the areas of corporate law, contract law, trusts and estates, criminal law, administrative law, and constitutional law. Notably, he authored the lead decision in the Delaware Supreme Court case holding that Delaware’s death penalty statute was unconstitutional because it did not require the key findings necessary to impose a death sentence to be made by a unanimous jury.
Leo E. Strine, Jr., is Of Counsel in the Corporate Department at Wachtell, Lipton, Rosen & Katz. Prior to joining the firm, he was the Chief Justice of the Delaware Supreme Court from early 2014 through late 2019. Before becoming the Chief Justice, he served on the Delaware Court of Chancery as Chancellor since June 22, 2011, and as a Vice Chancellor since November 9, 1998.
In his judicial positions, Mr. Strine wrote hundreds of opinions in the areas of corporate law, contract law, trusts and estates, criminal law, administrative law, and constitutional law. Notably, he authored the lead decision in the Delaware Supreme Court case holding that Delaware’s death penalty statute was unconstitutional because it did not require the key findings necessary to impose a death sentence to be made by a unanimous jury.
For a generation, Mr. Strine taught various corporate law courses at the Harvard and University of Pennsylvania law schools, and now serves as the Michael L. Wachter Distinguished Fellow in Law and Policy at the University of Pennsylvania Carey Law School and a Senior Fellow of the Harvard Program on Corporate Governance. From 2006 to 2019, Mr. Strine served as the special judicial consultant to the ABA’s Committee on Corporate Laws. He also was the special judicial consultant to the ABA’s Committee on Mergers & Acquisitions from 2014 to 2019. He is a member of the American Law Institute.
Mr. Strine speaks and writes frequently on the subjects of corporate and public law, and particularly the impact of business on society, and his articles have been published in The University of Chicago Law Review, Columbia Law Review, Cornell Law Review, Duke Law Journal, Harvard Law Review, University of Pennsylvania Law Review, and Stanford Law Review, among others. On several occasions, his articles were selected as among the Best Corporate and Securities Articles of the year, based on the choices of law professors.
Before becoming a judge in 1998, Strine served as Counsel and Policy Director to Governor Thomas R. Carper, and had also worked as a corporate litigator at Skadden, Arps, Slate, Meagher & Flom from 1990 to 1992. He was law clerk to Judge Walter K. Stapleton of the U.S. Court of Appeals for the Third Circuit and Chief Judge John F. Gerry of the U.S. District Court for the District of New Jersey. Mr. Strine graduated magna cum laude from the University of Pennsylvania Law School in 1988, and was a member of the Order of the Coif. In 1985, he received his Bachelor’s Degree summa cum laude from the University of Delaware and was a member of Phi Beta Kappa and a Truman Scholar.
In 2000, Governor Carper awarded Mr. Strine the Order of the First State. In 2002, President David Roselle of the University of Delaware presented him with the University’s Presidential Citation for Outstanding Achievement. In 2006, he was selected as a Henry Crown Fellow at the Aspen Institute. In 2019, he was awarded an honorary degree from Washington College in Chestertown, Maryland.
For a generation, Mr. Strine taught various corporate law courses at the Harvard and University of Pennsylvania law schools, and now serves as the Michael L. Wachter Distinguished Fellow in Law and Policy at the University of Pennsylvania Carey Law School and a Senior Fellow of the Harvard Program on Corporate Governance. From 2006 to 2019, Mr. Strine served as the special judicial consultant to the ABA’s Committee on Corporate Laws. He also was the special judicial consultant to the ABA’s Committee on Mergers & Acquisitions from 2014 to 2019. He is a member of the American Law Institute.
Mr. Strine speaks and writes frequently on the subjects of corporate and public law, and particularly the impact of business on society, and his articles have been published in The University of Chicago Law Review, Columbia Law Review, Cornell Law Review, Duke Law Journal, Harvard Law Review, University of Pennsylvania Law Review, and Stanford Law Review, among others. On several occasions, his articles were selected as among the Best Corporate and Securities Articles of the year, based on the choices of law professors.
Before becoming a judge in 1998, Strine served as Counsel and Policy Director to Governor Thomas R. Carper, and had also worked as a corporate litigator at Skadden, Arps, Slate, Meagher & Flom from 1990 to 1992. He was law clerk to Judge Walter K. Stapleton of the U.S. Court of Appeals for the Third Circuit and Chief Judge John F. Gerry of the U.S. District Court for the District of New Jersey. Mr. Strine graduated magna cum laude from the University of Pennsylvania Law School in 1988, and was a member of the Order of the Coif. In 1985, he received his Bachelor’s Degree summa cum laude from the University of Delaware and was a member of Phi Beta Kappa and a Truman Scholar.
In 2000, Governor Carper awarded Mr. Strine the Order of the First State. In 2002, President David Roselle of the University of Delaware presented him with the University’s Presidential Citation for Outstanding Achievement. In 2006, he was selected as a Henry Crown Fellow at the Aspen Institute. In 2019, he was awarded an honorary degree from Washington College in Chestertown, Maryland.
Sessions
Monday Keynotes
1:30 pm - 3:00 pm -
Leslie Samuelrich
Green Century FundsLeslieSamuelrichPresidentGreen Century FundsLeslie Samuelrich has led The Green Century Funds since 2012 and is one of Barron's 100 Most Influential Women in Finance for 2023. She has more than 25 years of experience in corporate engagement and environmental and public health advocacy and her comments have appeared in The Wall Street Journal, Bloomberg, Reuters, Barron’s, Morningstar, the New York Times, and many other outlets. She is a former two term board member for the Forum for Sustainable and Responsible Investment (US SIF) and is on the Advisory Board of ESG Clarity. She is a guest lecturer on impact investing at The Wharton School.
Sessions
Proxy Voting: Rights & Responsibilities
10:30 am - 11:30 am -
Leslie Norton
MorningstarLeslieNortonEditorial Director, SustainabilityMorningstarLeslie Norton is editorial director, sustainability, at Morningstar, where she makes sustainable investing understandable to investors and the advisors who serve them. Previously, she was a writer and editor at Barron's, where she managed the magazine's well-known Q&A feature and launched its sustainable investing coverage. Before that, she was Barron's Asia editor and mutual funds editor. She serves on the board of Kundiman, a national nonprofit organization dedicated to nurturing generations of writers and readers of Asian American literature.
Sessions
Why Can't I Attract ESG Capital?
9:00 am - 10:00 am -
Lisa Christian
Point BLisa is an experienced leader with a demonstrated history of working in the philanthropy, education, nonprofit, technology, healthcare and retail industries. She is especially skilled in strategy development, implementation, operations and measurement models and has a passion for team development and change management. At Point B, Lisa specializes in social impact assessment and ESG strategy execution across business functions.
Sessions
Talking the Talk: Effective Communication Strategies
9:00 am - 12:00 pm -
Lucas Joppa
Haveli InvestmentsLucasJoppaChief Sustainability Officer & Senior Managing DirectorHaveli InvestmentsConnect viaWith a Ph.D. in Ecology from Duke University, extensive publications in leading academic journals, and recognition by Fortune magazine in its “40 Under 40” list, Dr. Joppa is a uniquely accredited voice for sustainability in the tech industry. In 2020, Dr. Joppa was named to Clarivate’s Highly Cited Researchers list in the environment and ecology fields. He is an Associate Editor in Chief for the Ecological Society of America’s EcoSphere journal and an honorary Fellow at the UN Environment Program World Conservation Monitoring Center (UNEP-WCMC), and he serves on the boards of leading scientific organizations. In 2017, he founded Microsoft’s AI for Earth program—a five-year, $50 million cross-company effort dedicated to delivering technology-enabled solutions to global environmental challenges. More recently Dr. Joppa led Microsoft’s ambitious plans to become a carbon negative, water positive, zero waste company and to build a new planetary computing platform that will transform the way we monitor, model, and manage Earth’s natural systems.
Sessions
ESG Data: A Defense Against Greenwashing?
4:00 pm - 5:00 pm -
Lynn Forester de Rothschild
Inclusive Capital PartnersLynn Forester de Rothschild is a Founding and Managing Partner of Inclusive Capital Partners, an investment manager for the $1.5B Spring Fund, that seeks positively differentiated returns by deploying its governance skills and value investment discipline to improve environmental and societal performance of the business’ in which it invests. Until July 2020, she was Chief Executive of E.L. Rothschild LLC, a family office with interests in private companies, public markets and real estate. She is also the Founder of the Coalition for Inclusive Capitalism and the Council for Inclusive Capitalism with The Vatican, not-for-profit organizations that develop groundbreaking initiatives with global CEOs and distinguished leaders in government and civil society to catalyze actions that transform capitalism and make our economies and societies more inclusive, dynamic, sustainable and trusted.
Since 2000, Lynn has been a member of the Board of Directors and Nominating & Governance Committee of The Estee Lauder Companies. She has also served on the Boards of The Economist Group, Gulfstream, General Instruments, Bronfman-Rothschild and Weather Central. As part of her charity work, she sits on the Board and Executive Committee of the Peterson Institute for International Economics, the Advisory Board of Focusing Capital on the Long Term (“FCLT”), the McCain Institute for International Leadership and the ERANDA Rothschild Foundation (de Rothschild family foundation), and is a member of the Council on Foreign Relations and Chatham House.
Previously, she served as a member of the National Information Infrastructure Advisory Committee and the Secretary of Energy Advisory Board under President Clinton, and as a member of the United Nations Advisory Committee on Inclusive Financial Services (2006-2011).
Lynn is often a featured speaker at global forums and corporate and university events, including at the United Nations, World Bank, G20 Investor Forum, OECD, Swiss Re, Temasek, Bloomberg, University of Oxford, Tsinghua University, and Peking University. She has also published in The Financial Times, The Wall Street Journal, The New York Times and The Guardian. In 2007, Lynn was awarded the Commendatore Ordine al Merito della Repubblica Italiana. She graduated Magna cum Laude and Beta Kappa from Pomona College in Claremont, CA (1976) and from Columbia University School of Law, NYC (1980) with a Juris Doctor with honors (Harlen Fiske Stone Scholar).
Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Margaret O’Gorman
Wildlife Habitat CouncilSessions
Biodiversity 101: Dependencies, Impacts and Opportunities
11:00 am - 12:00 pm -
Margot Brandenburg
Ford FoundationMargotBrandenburgSenior Program OfficerFord FoundationMargot Brandenburg is a senior program officer on the foundation’s Mission Investments team, focused on building and strengthening the infrastructure of the impact investment market—with an eye to shaping the broader capital markets. She has spent two decades working at the intersection of philanthropy, capital markets, and social and environmental justice. Prior to joining Ford, Margot served as founder and CEO of MyStrongHome, a benefit corporation delivering resilience finance services to homeowners across the Southeast and Gulf Coast of the US. Before that, she helped design and lead the impact investing initiative at the Rockefeller Foundation. She co-authored the book The Power of Impact Investing with former RF president Judith Rodin. While at Rockefeller, she also focused on job creation and issues of economic security for low-wage workers. Margot began her career in international microfinance and has worked with several community development finance institutions in the US. She serves on the boards of the Workers Lab, Brooklyn Cooperative Credit Union, and the Woodcock Foundation, and as an adviser to the National Domestic Workers Alliance as well as the National Energy Improvement Fund. She received a master’s in public affairs from the Woodrow Wilson School at Princeton University and holds an undergraduate degree from Stanford University.
Sessions
The Implications of ESG Pushback For Impact Investing
9:30 am - 10:30 am -
Maria Lettini
US SIFMariaLettiniChief Executive OfficerUS SIFSessions
New Opportunities in a New Era of Disclosure
10:30 am - 11:30 am -
Marieke Spence
Impact Capital ManagersMarieke Spence is founding Executive Director of Impact Capital Managers (ICM), which works to advance the performance of its members and to scale the private capital impact investing marketplace with integrity and authenticity. The network delivers value through its membership association - 100+ funds deploying $70B+ across 1500+ portfolio companies - and through field-building initiatives in collaboration with the affiliated ICM Institute. Together the organizations launched the Mosaic Fellowship, a competitive professional development program that has placed 66 top-performing graduate students from traditionally underrepresented backgrounds at ICM member funds as summer associates. With Achieve Partners, ICM is a producer of the Better Money, Better World podcast. Marieke was previously Director of the Global Philanthropists Circle at Synergos; Senior Consultant at TCC Group; and Assistant Director of Communications at the Council on Foreign Relations. Her work as a Summer Fellow at the William and Flora Hewlett Foundation led to the co-authored article “Environmental Impact Investing: Co-Managing the Ecological and Economic Household” with Jacob Harold, Joshua Spitzer, and Jed Emerson, published in Social Finance (Oxford University Press, 2016). Her thought leadership has appeared in the Stanford Social Innovation Review, The Foundation Review, and GrantCraft. Marieke holds a MALD in International Business and Communication from The Fletcher School at Tufts University and a BA from Brown University. She is an alumna of the inaugural Impact Investing Programme at Oxford University’s Said Business School. The Implications of ESG Pushback For Impact Investing
Sessions
The Implications of ESG Pushback For Impact Investing
9:30 am - 10:30 am -
Marilyn Waite
Climate Finance FundMarilynWaiteManaging DirectorClimate Finance FundConnect viaMarilyn leads the Climate Finance Fund after most recently managing the climate and clean energy finance portfolio at the William and Flora Hewlett Foundation.
She has worked across four continents in renewable and nuclear energy and venture capital and investment. She previously led the energy practice at Village Capital, modeled and forecasted energy solutions to climate change as a Senior Research Fellow at Project Drawdown, and managed innovation projects at AREVA (now Orano and Framatome).
Marilyn serves on various boards, including the W Fund and the Kachuwa Impact Fund. She has advised government entities such as the Office of the California Governor through the State of California Advisory Group on Climate Risk Disclosure and the U.S. National Renewable Energy Lab (NREL) JEDI Committee.
She holds a Master’s Degree with distinction in Engineering for Sustainable Development from the University of Cambridge and a Bachelor’s of Science Degree in Civil and Environmental Engineering, magna cum laude, from Princeton University.
Marilyn is the author of Sustainability at Work: careers that make a difference and writes in a number of outlets, including the Financial Times, Forbes, and GreenBiz.
Sessions
Sustainability in the Boardroom: Developing Key Competencies
9:30 am - 10:30 am -
Marina Severinovsky
SchrodersMarinaSeverinovskyHead of Sustainability, North AmericaSchrodersMarina Severinovsky is the Head of Sustainability, North America, and leads the sustainability and environmental, social and governance (ESG) integration for Schroders investments in North America. She collaborates with senior managers on market strategy, client communications, product development, sales, and investor management. Marina was previously the Investment Director for North America for the Quantitative Equity Products (QEP) team from 2020 and was responsible for communicating QEP’s investment policy and strategy with clients, as well as business management in the Americas. Prior to joining the QEP team, Marina was an Investment Strategist from 2016 to 2019, working in partnership with Hartford Funds to represent Schroders strategies to financial advisors and intermediaries across all client channels, primarily in the Central US region. Marina was an Alternatives Specialist at Schroders from 2010 to 2016, which involved supporting the development of Schroders’ Alternatives business in the Americas. Her product management activities covered multiple strategies, including Commodities, Absolute Return Emerging Market Debt and Insurance Linked Securities. Marina joined Schroders in 2010 and is based in New York. Prior to joining Schroders, she was an Associate in Investment Banking at Citi Capital Markets and Banking from 2008 to 2010, a Consultant and Client Relationship Manager at Digital Mandate, LLC from 2005 to 2007, and an Analyst at Chicago Partners, LLC from 2004 to 2005. Marina brings 18 years of professional experience to her role at Schroders, including economic analysis, research, and financial modeling, as well as product development, strategy, and client relationship management. She is conversationally fluent in Russian. Education: MBA in Finance/Management, Columbia Business SchoolBA in Economics (magna cum laude), Columbia University
Sessions
Can Retirement Assets Deliver Impact?
4:00 pm - 5:00 pmBiodiversity 101: Dependencies, Impacts and Opportunities
11:00 am - 12:00 pm -
Mark Mellen
WorkivaMarkMellenIndustry Principle - ESGWorkivaConnect viaSessions
Key Innovations in ESG Data Collection & Analysis
9:00 am - 10:00 am -
Matt Orsagh
ED4S AcademyMattOrsaghChief Content OfficerED4S AcademyMatt Orsagh has been in the sustainability world for over twenty years. He was part of the original team that started GovernanceMetrics International (now part of MSCI) where he helped develop the first iterations of current ESG analysis. Orsagh spent the last 17 years at CFA Institute, pioneering ESG research and thought leadership, with an increasing focus on climate change, natural capital and degrowth. His report, Climate Chang Analysis in the Investment Process, was named best global ESG paper by Savvy investor in 2020. Orsagh's podcast The Sustainability Story has been named one of the top podcasts about corporate social responsibility. The podcast featured intimate conversations with thought leaders from the world of ESG integration and sustainability.
Sessions
A Look Under the Hood: ESG Labels
1:30 pm - 2:30 pm -
Matthew Rusk
Global Reporting Initiative (GRI)MatthewRuskHead of GRI North AmericaGlobal Reporting Initiative (GRI)Connect viaMatthew Rusk is Head of GRI North America, based in New York City. GRI is the independent, international nonprofit standard-setter that creates the global common language for impact reporting to foster transparency, organizational accountability, and informed decisions to advance sustainable development in the interest of all. The GRI Standards are the world’s most widely used standards for sustainability reporting that are used by 78% of the world's largest companies, over 11,000 organizations, and the majority of the Russell 1000. Matthew advances GRI’s mission by increasing regional knowledge and use of the GRI Standards by organizations of all sizes and types. He oversees the North American GRI Community of over 80 members committed to advancing corporate transparency and works with other corporates and service providers to raise awareness about the latest disclosure developments, best practices, and GRI resources including the GRI Professional Certification program, GRI Academy, GRI Certified software, and GRI Services. Matthew leads GRI’s North American external engagements with assorted constituency groups to build partnerships and collaborations between GRI and key stakeholders. Matthew joined GRI with over ten years of experience managing Sustainability and Corporate Social Responsibility strategy development, implementation, and reporting for organizations in various industries. He helped establish and promote new sustainable best practices and reporting standards in the entertainment industry by working with Disney, Warner Media, The Producers Guild of America, and others. Matthew worked on the advancement of sustainability and CSR programs in the fashion and design industry while serving as North American Sustainability Manager for Swarovski. He has a Bachelor's in business administration from Villanova University, an Executive MBA from Quantic School of Business and Technology, is a LEED Green Associate, and a GRI Certified Sustainability Professional.
Sessions
Complementary Characteristics: Impact and Financial Materiality
9:00 am - 10:00 am -
Michele Grossman
EquilibriumMicheleGrossmanDirector of SustainabilityEquilibriumMichele is Director of Sustainability at Equilibrium. Her 20+ years of experience in the environmental field includes CSR reporting, greenhouse gas inventory, sustainable sport and sponsorship programs, sustainable materials management, green building, and running a small business.
Sessions
Key Innovations in ESG Data Collection & Analysis
9:00 am - 10:00 am -
Mike Hower
Hower ImpactMikeHowerFounder & Principal ConsultantHower ImpactConnect viaMike Hower is a sustainability and ESG communicator and connector committed to helping purpose-driven businesses and people unlock their full potential for positive impact. As founder and principal consultant at Hower Impact, he works with companies to translate sustainability strategy into stories that inform, engage and inspire investors, customers, employees, regulators, and other stakeholders in the service of social, environmental, and business goals.
Mike’s experience and expertise ranges from ESG strategy and reporting to sustainability communication strategy and engagement. Previously, he led client engagement at thinkPARALLAX, where he facilitated sustainability strategy and communication partnerships with companies such as Snap, Fossil Group, Neiman Marcus Group, Merck, Coupa Software and Sunnova, among others. Before that, he was a sustainability communication strategist at Edelman, where he worked with The North Face, HP, Kashi and others on sustainability communication strategy and engagement.
Beginning his career as a journalist, Mike has written for GreenBiz, Sustainable Brands and Triple Pundit. He continues to contribute to GreenBiz today, where he writes about the latest trends in sustainable business and communication.
Mike also is passionate about solving what he calls “the impact careers and connection crisis” and through his Impact Hired initiative works to convene, educate, and energize sustainability professionals of all levels.
He holds a Master's in Strategic Communication and Public Affairs from George Washington University and a Bachelor's in Political Science and History from the University of California, Davis.
Sessions
Accelerating Internal ESG Understanding
1:30 pm - 2:30 pm -
Mike Zamis
SpheraMikeZamisChief Product OfficerSpheraConnect viaAs CPO, Mike Zamis leads all product management, marketing and Sphera’s U.S. Government business. Mike is responsible for the strategy and development of Sphera’s next-generation of Environment, Health, Safety & Sustainability (EHS&S), Operational Risk Management and Product Stewardship software offerings. He has over 15 years of experience managing large product teams delivering software products across a wide variety of industries. Prior to his current position, Mike was vice president, product management, for CCC Information Services Inc. and was focused on the company’s Auto Physical Damage solutions for both the insurance and automotive markets. Mike has also held a variety of positions in technical account management, product management and program management in the mobile devices business of Motorola Inc. Before Motorola, he worked at a project management consulting firm and, prior to that, he spent 10 years with a subsidiary of Duke Power engaged in selling and delivering engineering consulting services to the nuclear power industry. Mike holds a Master’s of Business Administration degree with concentrations in finance and strategy from the University of Chicago’s Booth School of Business and a Bachelor of Science degree in mechanical engineering from the University of Illinois at Urbana-Champaign. He was also a registered Professional Engineer in Illinois. Outside of work, Mike is an avid fly fisherman, scuba diver and traveler, and he likes to combine the three whenever possible.
Sessions
ESG Data: A Defense Against Greenwashing?
4:00 pm - 5:00 pm -
Mike Strzelecki
Hancock Natural Resource GroupSessions
Roundtable Lunches
12:00 pm - 1:30 pm -
Molly Wood
Molly Wood MediaMollyWoodFounder and CEOMolly Wood MediaConnect viaMolly Wood is a longtime business and technology journalist turned venture capitalist. She is a veteran of national media (Marketplace, the New York Times, and CNET/CBS) and a podcasting hall-of-famer. Currently, she is scouting and advising climate tech startups as a venture partner at Amasia, and is the founder and CEO of Molly Wood Media, where she is podcasting, writing, and advising companies around climate storytelling and financing trends.
Sessions
The Role of Private Equity in Decarbonizing Transitioning Assets
11:00 am - 12:00 pm -
Monica Boutchard
Procter & GambleSessions
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Nethra Rajendran
GreenBiz GroupNethraRajendranManager, SustainabilityGreenBiz GroupNethra Rajendran is the Sustainability Analyst at Greenbiz. She received her Bachelor’s degree in Management Information Systems with a double minor in Geography and Sustainability from the University of Georgia. She instructed a course at Brown University’s Environmental Leadership Lab in Alaska on sustainability and indigenous perspectives. She is passionate about environmental education, grassroots initiatives, intersectional solutions, and cooking plant-based meals.
Sessions
Circling Net Zero: Emission Reductions with Circular Strategies
3:00 pm - 4:00 pmRoundtable Lunches
12:00 pm - 1:30 pmKeynote Sidebar
3:00 PM - 3:30 PMKeynote Sidebar
12:00 PM - 12:30 PM -
Olivia Albrecht
AspirationOliviaAlbrechtChief Executive OfficerAspirationConnect viaOlivia Albrecht is CEO at Aspiration, a climate finance company offering consumers, businesses, and investors access to a portfolio of high-quality climate assets. She was appointed to her role to expand and transform Aspiration’s market position as a leader in the carbon market industry. In her prior role as Aspiration’s Chief Sustainability Officer, Ms. Albrecht led the development of one of the largest and highest quality portfolios of carbon removal projects in the industry.
Sessions
Buying Carbon Offsets Now and Planning for Later
9:00 am - 10:00 am -
Patricia Pina
Clarity AISessions
Tackling Financed Emissions: Developments in Global Emissions Monitoring
4:30 pm - 5:30 pm -
Patrick Gadson
Vinson & Elkins LLPPatrick’s principal areas of practice are private equity, mergers and acquisitions and shareholder activism. Patrick is Co-Head of V&E’s Shareholder Activism practice, which advises public companies in competitive proxy solicitations, strategic investor relations, and corporate governance. He also counsels senior management, boards of directors, investment managers and both private equity and strategic investors in a wide variety of complex business transactions, corporate governance matters, strategic investor relations and other special situations. His experience includes advising clients in connection with shareholder activism related investments, hostile takeovers, public and private M&A transactions, strategic minority investments and corporate capital investments. Prior to joining Vinson & Elkins, Patrick practiced law at a leading shareholder activism law firm and a preeminent corporate law firm in New York City.
Sessions
Proxy Voting: Rights & Responsibilities
10:30 am - 11:30 am -
Paul Dickinson
CDPSessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Peggy Smyth
Queensland Investment CorporationPeggy Smyth joined QIC in 2021 as U.S. Senior Advisor, Global Infrastructure, based in New York, and Chair of the CenTrio Board of Directors. She lined the partnership in 2022. Peggy leads our North American infrastructure investment team on investment strategy and asset management. Peggy brings deep experience in decarbonization and sustainability as well as extensive leadership experience in guiding transformations resulting in increased productivity, engagement, and performance across the energy, manufacturing, telecommunications and professional service sectors. She is the former Chief Financial Officer of National Grid U.S. – one of the world’s largest publicly owned energy companies – and is an Independent Director of Etsy (digital marketplace), Frontier Communications (digital) , Lilium (electric mobility) and Remitly (fintech for immigrants).As a noted authority on the role of finance executives in driving ESG, she was recently recognized by the Energy Inclusion Conference as one of the “100 Most Influential Women in Energy” and by GreenBiz News as one of its “20 C-Suite Sustainability Champions.” She also received the United Way of New York City’s Power of Women to Make a Difference Award in 2018. Peggy is a member of the Executive Committee of the Fordham University President’s Council and a member of the Board of Trustees and the Audit Committee of Concern Worldwide, Ireland’s largest aid and humanitarian organization. She is a dual citizen – US and Ireland (EU).
Sessions
The ISSB: Building a Global Baseline
9:00 am - 10:00 am -
Rich Mattison
S&P Global Sustainable1Sessions
Why Protecting Biodiversity is Everything for Business
9:30 am - 10:30 am -
Rob Bradley
EYSessions
Financing the Transition: The Path From Carbon-intensive to Carbon-free
3:00 pm - 4:00 pm -
Robert Esposito
Apollo Global ManagementMr. Esposito is a Managing Director and Senior Counsel, ESG. He joined Apollo in 2020 in the Legal Department as the firm's first ESG Counsel. Prior to that, Mr. Esposito was an associate in the Private Funds Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. Prior to that, Mr. Esposito was an M&A and private funds associate in the New York offices of two international law firms. Mr. Esposito previously served as a Jacobson Fellow in Law and Business at New York University Law School, and as a professional lecturer in law on the adjunct faculty at The George Washington University Law School.Mr. Esposito received his B.A. from Dartmouth College, his J.D. from Wake Forest University School of Law, and his. LL.M., with highest honors, in International and Comparative Law from The George Washington University Law School.
Sessions
A Recession Meets the ESG Talent War?
11:00 am - 12:00 pm -
Roberto Rigobon
MIT Sloan School of ManagementSessions
Aggregate Confusion: Environmental and Social Preferences and Portfolios
3:00 pm - 4:00 pm -
Robyn Luhning
Wells FargoRobyn Luhning is Wells Fargo & Company’s Chief Sustainability Officer, responsible for driving enterprise Environmental, Social and Governance (ESG) programs, and leading progress against the company’s climate and other sustainability initiatives. She is also leading the development of the Wells Fargo Institute for Sustainable Finance, which will serve as a hub for the bank’s climate-related programming and stakeholder engagement. Robyn joined Wells Fargo in 2011 in the company’s first full-time role focused on Environmental and Social Risk Management. Prior to her current role, she was Head of Strategy and Transformation for Public Affairs. Earlier in her career, Luhning advised Fortune 500 companies on sustainability and corporate responsibility strategy. She also held a variety of corporate responsibility roles for large companies and served as a Peace Corps volunteer in Madagascar. Luhning is a board member of Living Cities, a national organization focused on closing the racial income and wealth gaps in American cities. She also serves on the board of the Conservation Corps North Bay, a Bay Area-based nonprofit developing youth and conserving natural resources for a resilient, sustainable, and equitable community. Luhning earned a B.A. degree in environmental studies from New College, and a Master’s degree in environmental management from Yale University.
Sessions
Incentives and Investments: The Inflation Reduction Act
3:00 pm - 4:00 pm -
Rodrigo Bandeira
BTG Pactual Timberland Investment GroupRodrigo Bandeira, Head of Relationship Management & Product Development. Rodrigo is responsible for managing TIG’s client relationships and the development of TIG’s climate-positive forestry investment programs. Rodrigo brings extensive client service, business development and financial experience to TIG. Prior to TIG, Rodrigo worked with institutional investors to design and implement portfolio construction and manager selection solutions at Bridgewater Associates. While at Bridgewater, Rodrigo directed the development of a new portfolio analytics software platform and assisted in the creation of the company’s first dedicated Latin America capital raising program. Prior to Bridgewater, Rodrigo worked as an Investment Advisor at First Republic Investment Management. Rodrigo has lived and studied in the U.S. and Brazil, and he received a B.A. in Economics from Occidental College in Los Angeles, where he graduated Phi Beta Kappa and magna cum laude.
Sessions
Accelerating Forest and Nature Investment: The Forest Investor Club
9:00 am - 10:00 am -
Ron O'Hanley
State StreetRonO'HanleyChairman and CEOState StreetConnect viaRon was previously president and chief operating officer of State Street, and before that, president and chief executive officer of State Street Global Advisors, the investment management arm of State Street. He joined State Street in 2015. Prior to State Street, Ron was president of Asset Management & Corporate Services for Fidelity Investments, responsible for all Fidelity asset management organizations and Fidelity’s corporate functions and enterprise technology. He served at Fidelity from 2010 to 2014. Before joining Fidelity, Ron served as president and chief executive officer of BNY Mellon Asset Management in Boston. During this time, he also served as vice chairman of Bank of New York Mellon Corporation. Additionally, Ron oversaw all of Bank of New York Mellon's activities in Asia. Prior to the 2007 merger of Bank of New York and Mellon, he was vice-chairman of Mellon Financial Corporation and president and chief executive officer of Mellon Asset Management. He served at Mellon and Bank of New York Mellon from 1997 to 2010. Prior to Mellon, Ron was with McKinsey & Company from 1986 to 1997 and was elected a partner in 1992. He founded the Investment Management practice and was co-founder of the firm's North American Personal Financial Services practice. Additionally, he was a member of the Property & Casualty Insurance practice. During his tenure with McKinsey, Ron served in the firm’s Boston, New York, and Stockholm offices. Ron serves on the boards of Unum Corp., Beth Israel Lahey Health, ABL Space Systems, The Boston Foundation, The Ireland Funds, IYRS School of Technology and Trades, Syracuse University, and WBUR. He also serves on the Federal Reserve’s Federal Advisory Council.
Sessions
Tuesday Keynotes
10:30 am - 12:00 pm -
Ruth Rennie
WBCSDRuthRennieSenior Director, Decision and DisclosureWBCSDConnect viaRuth Rennie serves as Senior Director, Decision and Disclosure at WBCSD.
Sessions
Carbon Accounting Brings Climate Accountability
11:00 am - 12:00 pm -
Ryan Whisnant
WBCSDRyanWhisnantDirector, Land Use FinanceWBCSDConnect viaAs Director, Land Use Finance with WBCSD, Ryan recently led work developing a set of climate scenarios enabling food, agriculture, and forest products companies to better understand their climate transition risks and opportunities. He has more than 20 years of experience designing and leading complex initiatives in international conservation and corporate sustainable development focused on nature, climate, and energy. He is a former corporate Director of Sustainability for a Fortune 500 technology company and International Development Officer with experience working in East Asia for more than 5 years on oceans, forests, and finance. Prior to his work with WBCSD, Ryan was Managing Director of the Midwest Row Crop Collaborative, a coalition of leading food & agriculture companies and NGOs working together on scalable solutions for regenerative agriculture.
Sessions
Demystifying Climate Transition Scenarios
9:00 am - 10:00 am -
Sam Schiller
Carbon YieldSessions
Tackling Financed Emissions: Developments in Global Emissions Monitoring
4:30 pm - 5:30 pm -
Samuel Hodas
NuveenSessions
Can Retirement Assets Deliver Impact?
4:00 pm - 5:00 pm -
Sara E. Murphy
The Shareholder CommonsSara E.MurphyChief Strategy OfficerThe Shareholder CommonsConnect viaSara brings 25 years’ experience in sustainable investment, systems-level investment, corporate responsibility and governance, environmental and social advocacy, and related research and strategy across three continents. Sara joined The Shareholder Commons (TSC) in 2020 as the Chief Strategy Officer. TSC is a non-profit organization that addresses social and environmental issues from the perspective of shareholders who diversify their investments to optimize risk and return. TSC addresses the divergence that often emerges between a company’s interest in maximizing its cash flows over the long term and its shareholders’ interests in optimizing overall market returns. TSC believes that in a free-market system, investors must establish universally applicable minimum standards for portfolio companies, so as to preserve essential social and environmental systems that undergird diversified investment portfolios. TSC promotes system stewardship through four interrelated initiatives: public advocacy, engaging investors, policies, and litigation. Sara began her career working for NGOs in the international development and disaster response fields. In 2001, she transitioned into Sustainable and Responsible Investment (SRI) research for the Investor Responsibility Research Center (IRRC), where she specialized in bioengineering and defense contracting research. After leaving IRRC, Sara spent several years at The Cadmus Group, an environmental consultancy. In 2005, Sara moved to Frankfurt, Germany to work as a Senior Sustainability Analyst for Fortis Investments’ SRI fund management team. Fortis Investments was acquired by BNP Paribas Asset Management during Sara’s tenure. Sara transitioned back to Washington, DC in 2011, where she launched her independent consultancy on sustainable investing and corporate responsibility.
Sessions
Sustainable Stewardship Success Stories
1:30 pm - 2:30 pm -
Sarah Norman
Bank of America Merrill LynchSarah Norman is a Director and Head of Investment Strategy in the Chief Investment Office (CIO) for Merrill and Bank of America Private Bank. She is responsible for thought leadership and driving the strategic direction of the CIO Sustainable and Impact investment strategy through the investment process. Previously, Sarah delivered investment strategy implementation guidance through equities and equity-linked products, structured products, and alternative investments for Merrill Lynch Wealth Management’s Portfolio Solutions Desk. Additionally, Sarah developed international equity strategies for Morgan Stanley’s Portfolio Strategy & Research Group in New York and she began her career with Citi Smith Barney in London.
Sessions
The Power of Public-private Partnerships
4:00 pm - 5:00 pm -
Sarah Chapman, PhD
Manulife Financial CorporationAs Chief Marketing Officer, Sarah is responsible for marketing strategy, brand management, innovation, digital and analytics for Manulife’s Global Wealth and Asset Management business. She drives global coordination and alignment on our customer experience transformation across retail, retirement, and institutional asset management channels.As the Global Chief Sustainability Officer, Sarah is responsible for leading the ongoing development and execution of Manulife’s sustainability, community investment and sponsorship strategy and oversees Manulife’s environmental, social & governance (ESG) reporting and disclosures. Prior to joining Manulife, Sarah was National Director of Risk Advisory & Strategy Consulting at Deloitte Canada. Previously, Sarah worked for Hitachi as the Senior Lead of the global Social Innovation business based in Japan. She has a PhD in Corporate Social Responsibility & Sustainability from the Centre for Corporate Governance at the University of Technology, Sydney (Australia), a Master’s in Management from Bond University, and a Bachelor of Science from Western University (Canada).Sarah serves on the Advisory Board of Capitalize for Kids and is a Faculty member at Competent Boards. She has two young daughters and enjoys cooking, golfing and skiing with her husband.
Sessions
Accelerating Forest and Nature Investment: The Forest Investor Club
9:00 am - 10:00 am -
Shari Littan
Institute of Management AccountantsSessions
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Shirley Lu
Harvard Business SchoolSessions
Carbon Accounting Brings Climate Accountability
11:00 am - 12:00 pm -
Simon Rawson
ShareActionShareAction is UK-based charity that has been working for 16 years to build the movement for responsible investment. Simon leads ShareAction's work to build ambitious collaborative investor engagement initiatives to drive responsible business practices across issues including climate change, biodiversity, population health, and decent work. Prior to joining ShareAction, Simon built and led the social responsibility function at McKinsey & Company, a global management consultancy. While at McKinsey, he also worked with social sector organisations, advising global foundations and non-profits on strategy, governance and external relations. Simon previously served as a diplomat for the British government, including an overseas posting to Pakistan and as a private secretary to the Minister for Europe.
Sessions
Sustainable Stewardship Success Stories
1:30 pm - 2:30 pm -
Spencer Glendon
Probable FuturesSpencerGlendonFounderProbable FuturesSpencer Glendon works on helping people understand why and how a changing climate matters for civilization, and how incorporating climate awareness into our lives and organizations can increase the chances that the future is good. He helps lead Probable Futures which offers to develop vivid, resonant, and useful climate change tools and resources. Spencer also consults with organizations and leaders in education, science, industry, and finance on a pro bono basis and gives presentations to a variety of audiences.
Sessions
Monday Keynotes
1:30 pm - 3:00 pm -
Stefano Meffina
State Street Global AdvisorsStefano is a Vice President and Senior ESG Research and Data Analyst at State Street Global Advisors. His responsibilities include leading State Street Global Advisors’ ESG research efforts, creating and maintaining SSGA’s ESG data architecture, building ESG-aligned quantitative models and investable solutions, complying with ESG regulatory requirements, engaging with clients, and writing sustainability-focused papers and thought pieces.
Prior to joining State Street Global Advisors in 2017, Mr. Maffina was a Research Associate at Calvert Investments and Calvert Research and Management. He also worked for the sustainability advocacy NGO Ceres, was employed by Tessolar, a renewable energy startup located in Cambridge, Massachusetts, and was a market and industry analyst for a multinational chemical company in Europe.
MBA from the University of Massachusetts Boston, BA and MA from the University of Verona, FSA Credential.
Sessions
Sponsored: Addressing the ESG Data Challenge for Financial Institutions
1:30 pm - 2:30 pm -
Stephan Nicoleau
Full CycleSessions
Tackling Financed Emissions: Developments in Global Emissions Monitoring
4:30 pm - 5:30 pm -
Stephen Lacey
Post Script MediaStephen Lacey is a veteran business journalist, editor and audio producer. He's the executive editor and co-founder of Post Script Media, a media company focused on telling climate stories at the intersection of tech, business, and culture.
Sessions
Incentives and Investments: The Inflation Reduction Act
3:00 pm - 4:00 pm -
Stephen Matzie
U.S. International Development Finance CorporationSessions
Accelerating Forest and Nature Investment: The Forest Investor Club
9:00 am - 10:00 am -
Steven Rothstein
CeresSessions
Insurance on the Path to Net Zero
4:30 pm - 5:30 pm -
Sunny Trinh
DevvStreamSunnyTrinhCEODevvStreamConnect viaPrior to DevvStream, Sunny led innovation as VP of Ecosystem at Avnet. He was also the COO for Jooster and VP of Sales for Arrow Electronics where he re-designed a Corvette driven by a quadriplegic person. Sunny served as CEO for 9:Fish Surfboards and was an adjunct professor for Cal Lutheran University’s MBA program where he started the school’s technology tract. Sunny holds a B.S. and M.E in Engineering from Harvey Mudd College and an M.B.A. from Cal Lutheran University and holds several patents on electronic accessories for cell phones. A fun fact on Sunny is that he surfs 20-foot waves on the north shore of Hawaii.
Sessions
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Suzanne Fallender
Prologis, Inc.SuzanneFallenderVP, Global ESGPrologis, Inc.Suzanne leads Prologis’ ESG strategy, stakeholder engagement activities, public reporting, and strategic initiatives to continue to advance the company's leadership in ESG and logistics real estate. Working with groups across Prologis, Suzanne and her team advance the integration and scale of sustainability and social impact strategies and goals, including the recent launch of Prologis’ new net zero commitment. She proactively engages with investors, customers and other stakeholders, and partners closely with the company's finance, governance and IT teams on integrated ESG reporting and data strategies.Suzanne has more than 20 years of experience in the fields of corporate responsibility and sustainable investing. Prior to joining Prologis, Suzanne served as global director of corporate responsibility at Intel Corporation where she oversaw ESG disclosure and drove the development and launch of Intel’s 2030 corporate responsibility strategy and sustainability goals. During her tenure at Intel, she also led the company's human rights program, technology inclusion programs, and helped build the company's supply chain responsibility programs and disclosures. Prior to Intel, she served as vice president at Institutional Shareholder Services where she led the company’s social investment research division. Suzanne holds an M.B.A. from the W.P. Carey School of Business at Arizona State University and a B.A. from Trinity College in Hartford CT. She has served on multiple industry advisory boards over the past decade, and currently serves on the board of the non-profit Net Impact/Good Institute.
Sessions
Elevating ESG Data Quality In a New Regulatory Regime
9:30 am - 10:30 am -
Ted Dillon
Clean Energy VenturesTedDillonChief Operating OfficerClean Energy VenturesConnect viaAs Chief Operating Officer, Ted Dillon leads Clean Energy Ventures’ expansion strategy and manages the functional operations of the firm. He also acts as senior marketing advisor and interim-CMO to the firm’s portfolio companies to support swift commercialization. Prior to joining Clean Energy Ventures, Mr. Dillon served as Managing Director for the marketing consulting firm Captains of the Industry, where he oversaw the firm’s profitability, drove business development, and led growth initiatives. Mr. Dillon has spent his career as an operations, growth, and marketing executive advising both global energy companies and early-stage climate tech startups, including MIT, First Wind, innogy (now E.ON), Apex Clean Energy, DNV GL, Nth Cycle, Advanced Ionics, and more. He has an Executive Certificate in Management & Leadership from MIT and a BA from Boston College.
Sessions
Venture Innovations to Reach Net Zero
9:00 am - 10:00 -
Tej Vakta
CapgeminiTejVaktaHead of Sustainability Solutions & Global WM Domain LeaderCapgeminiConnect viaTej Vakta helps financial services institutions develop strategic vision and identify innovative solutions to enhance revenues and improve operations in the fast-paced global financial industry.
With industry experience in banking and capital markets, Tej has first-hand knowledge of financial standards and market trends to help financial firms leverage capabilities to enhance productivity and financial performance.
Sessions
ESG Data: A Defense Against Greenwashing?
4:00 pm - 5:00 pm -
Terese Decker
3DegreesTerese Decker is a Director at 3Degrees, where she helps corporate clients of all sizes plan for, set, and achieve credible climate goals. She focuses her work on ensuring her corporate clients' transition plans are measurable and actionable to make the greatest impact.Prior to joining 3Degrees, Terese was a Director at Guidehouse where she consulted utility clients on their energy reduction and resiliency plans.
Sessions
Creating and Implementing Climate Transition Action Plans
1:30 pm - 2:30 pm -
Thomas Yagel
S&P Global, Sustainable1ThomasYagelChief Operating & Product OfficerS&P Global, Sustainable1Connect viaThomas Yagel is the Chief Operating and Product Officer for S&P Global Sustainable1. In this role, he is responsible for setting strategy and leading key initiatives across ESG Technology, Content, Research, Solutions and Product. Prior to taking the position with Sustainable1 in 2021, Thomas led the Corporates business within Market Intelligence for six years, helping to double it during his tenure. At Market Intelligence, his teams were responsible for products such as TMT/451 Research, Commodities, Supply Chain/Panjiva, as well as critical go-to-markets like ESG and Digital Transformation for corporates segments.
Sessions
Key Innovations in ESG Data Collection & Analysis
9:00 am - 10:00 am -
Tony Goldner
Taskforce on Nature-related Financial Disclosures (TNFD)Sessions
Unpacking Decision-useful Biodiversity Data for Investors
1:30 pm - 2:30 pmComplementary Characteristics: Impact and Financial Materiality
9:00 am - 10:00 am -
Val Smith
CitiVal Smith was appointed Citi’s first Chief Sustainability Officer in 2019 and has helped grow sustainability efforts at Citi since 2004. She oversees Citi’s Sustainability & ESG team, with responsibility for the bank’s Sustainable Progress Strategy and priority initiatives, including the $1 Trillion Sustainable Finance Goal. Val is leading the development of Citi’s Net Zero Emissions by 2050 plan. She also leads Citi’s implementation of the Principles for Responsible Banking and guides its climate risk disclosure. Val is an advisor and spokesperson on sustainable finance, Taskforce on Climate-Related Financial Disclosures (TCFD) disclosure, stakeholder engagement, human rights, ESG integration and sustainability trends.Prior to joining Citi, Val spent a decade working in the environmental sector, including the National Audubon Society, Brainerd Foundation, and the Houston Advanced Research Center. She began her career with the United States Peace Corps, where she served for two years as an environmental specialist in Honduras.She serves on the board of Net Impact and is a member of the UNEP FI Global Steering Committee and the Aspen Institute Business & Society Leaders Forum. Val earned her MBA from the University of North Carolina-Chapel Hill and her BA in Environmental Science from the University of Virginia. She lives in Brooklyn with her husband and two sons.
Sessions
Banking on Net Zero: Proper Transition Planning
9:00 am - 10:00 am -
Vanessa Fajans-Turner
BankFWDSessions
Monday Keynotes
1:30 pm - 3:00 pm -
Veena Jayadeva
Guardian LifeVeena Jayadeva is an Environmental, Social and Governance (ESG) leader with extensive experience in corporate philanthropy, employee engagement, inclusion and diversity, community outreach and program management. A former top-tier strategy consultant and nonprofit executive, she has spent 20+ years in the social impact sector. Veena is currently Head of Enterprise ESG at Guardian Life, supporting the company’s strategic priorities and leading their expanding ESG efforts. She also served as the Chief of Staff to the Chief Information and Operations Officer and was formerly Guardian's Head of Corporate Social Responsibility (CSR), driving social community investments, leading employee engagement, and supporting environmental sustainability.Prior to Guardian, Veena was a Vice President at Grameen America, a NYC-based microfinance institution that has invested over $3B in women-led micro- and small businesses across the country. Previously, Veena was a Consultant at the Boston Consulting Group (BCG), where she served clients in the financial services and healthcare sectors. She spent the early part of her career in international development, microfinance, and CSR in the United States and India at organizations including the World Bank, United Nations, and International Monetary Fund.Veena holds a M.B.A. from MIT Sloan School of Management, where she was a Seley Scholar, the business school’s highest merit award for “outstanding leadership, professional promise, high level of academic achievement and contribution to MIT Sloan." She holds a M.A. in International Economics and a B.A. in International Relations from Johns Hopkins University and participated in Columbia Business School's Senior Leadership Program for nonprofit executives. Veena is a member of the Board of Directors of Global Impact, the Board of Directors of BRAC USA, and the Corporate Leadership Council of CHC: Creating Healthier Communities.
Sessions
Accelerating Internal ESG Understanding
1:30 pm - 2:30 pm -
Virginia King
StantecVirginia (Ginny) King is a geologist with over 33 years of global experience in the environmental field and is the subject matter expert (SME) for Natural Capital at Stantec. She has extensive experience in designing and executing natural capital strategies to achieve corporate ESG, sustainability, biodiversity and carbon goals domestically and globally. She has provided expertise in strategically resolving environmental liability involving multiple contaminants in groundwater and soils, including petrochemical and manufacturing sites, legacy mining sites, pipelines, and refineries utilizing natural capital and nature-based solution strategies. Additionally, she has provided Natural Resource Damage Assessment (NRDA) support, Net Environmental Benefit Analysis (NEBA) technical assurance, regulatory and stakeholder advocacy during incident responses for petroleum spills, derailments, and hazardous substance releases in the United States, the Caribbean and South America. She has provided NRDA and Natural Capital technical support on numerous complicated legacy sites domestically and globally and has led multiple teams of various levels of experience and disciplines to achieve environmental protection and sustainability, biodiversity protection, and carbon footprint offsets. She has extrapolated tools to support a range of Natural Capital projects across diverse portfolios from negotiating upstream permits, mitigation and biodiversity offsets, carbon footprint reductions, water resource management, through downstream resolution of environmental liability and lost use, contaminated land management, revitalization of redundant properties and value-generating divestments. She has provided extensive stakeholder engagement and regulatory guidance for state and federal policy development, rulemaking, and legislation processes including the United States Department of Defense and British Columbia Ministry of Environment and Climate Change.
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Why Protecting Biodiversity is Everything for Business
9:30 am - 10:30 am -
Wilhelm Mohn
Norges Bank Investment ManagementSessions
The ISSB: Building a Global Baseline
9:00 am - 10:00 am -
Witold Henisz
The Wharton School, The University of PennsylvaniaWitold J. Henisz is the Vice Dean and Faculty Director, ESG Initiative and the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School, The University of Pennsylvania. His research examines the impact of political hazards as well as environmental, social and governance factors more broadly on the strategy and valuation of global corporations. This work analyzes best practices in corporate diplomacy to win the hearts and minds of external stakeholders as well as the measurement thereof. He has published over three dozen peer-reviewed articles in top-ranked journals in international business, management, international studies and sociology, is the author of the book “Corporate Diplomacy” and co-authored over twenty teaching cases. Witold has won multiple teaching awards and teaches extensively in executive education programs. He is currently a principal in the consultancy PRIMA LLC whose clients span multinational firms, asset managers, intergovernmental organizations and non-governmental organizations.
Sessions
ESG Data: A Defense Against Greenwashing?
4:00 pm - 5:00 pm -
Xinxin Wang
MSCIXinxin Wang leads MSCI’s research on ESG and climate solutions for the Americas, focusing on applied research and thought leadership on ESG and climate investing. She has served on the MSCI Executive Diversity Council, cofounded the firm’s Asian Support Network and headed the Boston office. Xinxin’s prior experiences include Credit Suisse, the Federal Home Loan Bank of Chicago and Fannie Mae. Xinxin holds an MBA from the University of Chicago and graduated from Harvard Business School’s General Management Program. She is a CFA® charterholder and GARP-certified FRM®.
Sessions
Sponsored: Addressing the ESG Data Challenge for Financial Institutions
1:30 pm - 2:30 pm -
Zachary Solomon
Morgan StanleyZacharySolomonCo-Head of Public FinanceMorgan StanleyConnect viaZach Solomon is the Co-Head of Public Finance, leading Morgan Stanley’s investment banking franchise for the public and not-for-profit sectors nationally. Prior to his current role, Zach led the Morgan Stanley’s Tax-Exempt Project Finance and Sustainable Infrastructure Group and worked in the National Public Infrastructure group, working with asset owners, developers and investors across the public and private sector to finance infrastructure assets throughout the United States. He is a graduate of Columbia Business School and Georgetown University.
Sessions
The Power of Public-private Partnerships
4:00 pm - 5:00 pm
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Roundtable Lunches
Abigail Gampher is a Legal Analyst for Bloomberg Law. Abigail provides practical guidance and data-driven analysis for in-house counsel and law firm attorneys grappling with ESG and activist investor matters. As Bloomberg Law’s subject-matter expert on these topics, she has authored over 35 articles analyzing ESG and investor activism developments for a legal audience. A select few include: ANALYSIS: Green Product Claims Face Growing Consumer Scrutiny; ANALYSIS: Potential Activist Targets Score Low in ESG; and ANALYSIS: Q4 Activism Boosts 2022 Activity to Five-Year High. Abigail is licensed to practice law in the District of Columbia. She holds a J.D. from American University, Washington College of Law and a B.A. in International Relations from Hendrix College.
Sessions
Proxy Voting: Rights & Responsibilities
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Investor Engagement of Companies on Nature Loss
Adam Wasserman is the founder and Executive Director of Finpublica (www.finpublica.org) – a non-profit that inspires and empowers finance leaders to achieve their Environmental, Social and Governance goals by cultivating a deeply engaged community, providing expansive content, and serving as a catalyst for action. He also is the managing member of August Way Law & Consulting PLLC (www.augustwaylaw.com), a boutique law firm for financial services companies, executives, and professionals looking to achieve excellence and innovation while remaining compliant with their regulatory requirements. Adam has more than 25 years’ experience in the legal, finance, securities, and ESG spaces. He most recently served as the Head of Enforcement for the New York Stock Exchange, where he helped rebuild its market regulation program from the ground-up and led a team of professionals devoted to assuring that NYSE’s markets remained safe and fair. Previously, he was a White Collar and Securities partner at Dechert LLP where, among other matters, he represented the Board of Directors of Lehman Brothers in all litigations, investigations, and corporate governance matters arising from the largest bankruptcy in history. Adam has been recognized by the Legal 500 for “experienced, sage counsel,” selected as a New York Metro Super Lawyer, and named by Law360 earlier in his career as one of the country’s five White Collar “Rising Stars.” He is a member of the Aspen Institute’s Global Leadership Network and Finance Leaders Fellow, chairs the Board of Knology (a think tank focused on practical social science for a better world), and lives in New York with his wife, two children, and two dogs.
Aeisha Mastagni is a portfolio manager in the Sustainable Investment and Stewardship Strategies unit of the California State Teachers’ Retirement System, the largest educator-only pension fund in the world. She is responsible for working with a dedicated team to further CalSTRS’ mission of securing the financial future and sustaining the trust of California’s public educators.Aeisha is part of the team that oversees the Sustainable Investment Portfolio and leads CalSTRS’ stewardship efforts, which include proxy voting, corporate engagement and working with regulatory authorities on market-wide issues.In 2012, Aeisha joined the board of directors at Golden 1 Credit Union, one of the nation’s largest credit unions with more than $14 billion in assets and over 1 million members. In 2015, she joined the board of the Council of Institutional Investors, whose mission is to be the leading voice for effective corporate governance.Before joining CalSTRS, Aeisha worked in the Corporate Governance unit of the California Public Employees’ Retirement System for six years, overseeing the proxy voting program and the corporate governance manager portfolio.Aeisha has a bachelor’s degree in economics from California State University, Sacramento.
Sessions
The Elephant in the Room: Navigating ESG’s Politicized Waters
Alex Wright-Gladstein is the founder and CEO of Sphere. Over 80% of Americans are worried about climate change, but 99% of Americans with retirement savings don’t have the option to make climate-friendly investments. Sphere makes green investing available to everyone by making it easy to add green options to retirement plans. Prior to founding Sphere, Alex was founding CEO of Ayar Labs, an MIT technology spinout that has raised $200M in venture funding and makes data centers and supercomputers faster and more energy efficient by using light to move data between chips. She has also been the energy entrepreneurship practice leader at MIT and an energy efficiency program manager at smart grid company EnerNOC (now Enel X). She received an MBA from MIT and a BA in Political Science and Economics from Tufts University.
Sessions
Monday Keynotes
Alex Liftman joined Bank of America in 2002. As Global Environmental Executive, Alex is responsible for the bank’s global environmental sustainability strategy, including business integration, operational initiatives, employee programs, public and corporate policy, and philanthropic and other investments. In particular, she works closely with executive management and senior leaders across the company to steward Bank of America’s goal to achieve net zero greenhouse gas emissions in its operations, supply chain and financing activities before 2050. She also collaborates closely with the company’s Sustainable Finance team and lines of business to meet its commitment to mobilize $1 trillion by 2030 toward sustainable, low-carbon technologies and activities. In her previous leadership roles, Alex managed global communications strategy and served on the leadership teams of several of Bank of America’s lines of business, including Global Wealth and Investment Management, Business Banking and Small Business. Prior to joining Bank of America, she co-managed Edelman’s Technology Finance Group in San Francisco, leading public relations activities for Morgan Stanley’s Technology Group, Lightspeed Venture Partners, Charles Schwab & Co., and other global clients.Alex is a graduate of the College of William and Mary in Williamsburg, Virginia, where she received a bachelor of science in mathematics. She is passionate about protecting the environment and is actively engaged in her community, including serving on the Boston Green Ribbon Commission and the Advisory Board for the The Trustees.
Sessions
Banking on Net Zero: Proper Transition Planning
Allison Binns is the Global Head of ESG & Sustainable Investing Strategy at Angelo Gordon. Prior to this, she was Head of ESG Research for Fixed Income at Morgan Stanley. Prior to Morgan Stanley, Allison spent over seven years at Chevron, where she served in a number of senior corporate advisory roles focused on ESG and geopolitical issues. Allison received her A.B. in Sociology and Latin American Studies from Princeton University, and holds an A.M. and PhD. from Harvard University.
Sessions
Tuesday Keynotes
Ally is a Lead Advisor within Nasdaq's ESG Advisory practice, working with companies across a range of industries on their ESG strategies and disclosure. Part of her advisory work includes supporting companies on their engagement with ESG-minded investors in efforts to attract additional ESG capital. Prior to joining Nasdaq, Ally spent five years with Sustainalytics, a leading ESG Ratings provider. Again in an advisory capacity, Ally worked with institutional asset managers, wealth managers, and banks across the UK and US on the integration of ESG data throughout the investment process. She holds a M.S. in Environment and Development from the London School of Economics and Political Science, and a B.S. in Science, Technology, and International Affairs from Georgetown University. Ally also holds ESG Investing and Climate & Investing certificates with the CFA.
Sessions
Why Can't I Attract ESG Capital?
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Investing in Climate Justice
Andrea joined his current role in early 2021, and he is responsible for all the corporate finance activities, including all the global capital market issuances, leases, working capital programs, LCs, line of credits as well as in charge of managing the relationship with more than 40 banks globally. Andrea is also the Global focal point for ESG Financing. He returned to corporate after 3y in Equate, Dow second largest JV based in Kuwait, where he was the Corporate Treasurer, with global responsibility for credit and financial risk management, operations and back office, insurance, planning, corporate finance and investors relation. Before this role, Andrea spent 4 years in Saudi Arabia working in Sadara Petrochemical as Assistant Treasurer. In this role he was instrumental in developing the Treasury Department organization, strategy, and operational processes to support Sadara moving from a construction to an operational phase. As Corporate Risk Director Andrea was responsible for managing the credit risk, financial risk (interest rate and FX) and the insurance program for the company.Andrea joined Dow in 2005 in the Customer Financial Services group within Treasury as a Credit Manager. In January 2009, Andrea joined the Corporate Risk Group as Financial Risk Manager in the Treasury Department, and was responsible for managing the daily global liquidity, FX exposure and the hedging strategy. In November 2011 Andrea assumed the role of Director in the Corporate M&A Group. He was responsible for supporting the Dow Corporate strategy and portfolio optimization via acquisition, divestiture and JV. Prior joining DOW, Andrea worked as Management Strategy Consultant in various firms in Italy.Andrea holds a Master of Business Administration degree in Finance from Michigan State University, Broad Graduate School of Management, and a Master of Science in Business and Management Engineering from the Politecnico of Milan, Italy.
Sessions
A Look Under the Hood: ESG Labels
Andrew is a co-founder of Karner Blue Capital and has been its Executive VP, General Counsel, and CCO since it commenced operations as an investment adviser in 2018. Andrew maintains a minority ownership stake in KBC and is a member of the firm’s Investment Committee. From January 2006 through June 2019, Mr. Niebler served in progressively more senior roles within the legal department of Calvert Investments, Inc., including General Counsel and Senior Vice President from January 2017 through June 2019. Prior to joining Calvert, Mr. Niebler held positions as a structured finance and securities law attorney at Cleary, Gottlieb, Steen & Hamilton LLP and a foreign exchange trader and international economist at the Federal Reserve Bank of New York.
Sessions
Investor Engagement of Companies on Nature Loss
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New Opportunities in a New Era of Disclosure
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Green Banks: Catalyzing Investments in Climate Solutions
Aniket Shah is Managing Director and Global Head of Environmental, Social and Governance (ESG) and Sustainable Finance Strategy at Jefferies Group LLC. In this role, Aniket leads the integration of ESG and sustainability analysis within the global investment research department and engages with clients on this dynamic area of corporate and financial services. Prior to joining Jefferies, Aniket held senior roles in emerging market investing and financing sustainable development in both the public and private sectors, including at the UN Sustainable Development Solutions Network, OppenheimerFunds and UBS Group AG. Aniket serves on the Board of Directors of Amnesty International and the UN SDSN. He is an Assistant Adjunct Professor at Columbia University's School of International and Public Affairs. Aniket is a member of the Economic Club of New York and the Bretton Woods Committee, and is a graduate of Yale College and the University of Oxford, where he completed his PhD on the financing of sustainable development.
Sessions
Tuesday Keynotes
Anisa is a sustainability and philanthropy executive with a track record of connecting environmental, social, and governance issues to business performance, reputation, and shareholder value. She currently serves as Chief Sustainability Officer at Rivian as well as President and Trustee of the Rivian Foundation. Previously Anisa worked at Tiffany & Co. for nearly two decades. During her tenure she served as Tiffany & Co.’s first-ever Chief Sustainability Officer as well as Chairman and President of the Tiffany & Co. Foundation, focusing the company’s philanthropic strategy on supporting nonprofit organizations dedicated to the stewardship of natural resources and empowerment of local communities, in the areas of responsible mining and marine conservation. She developed Tiffany & Co.’s metrics-driven ESG effort, which has been recognized by investors and the private and nonprofit sectors for its substance and transparency, including Tiffany & Co.’s commitment to become a net zero company. Her career has focused on catalyzing collaborative, mutually beneficial relationships among an array of stakeholders, scaling programs and impact, and effectively communicating strategy and purpose to diverse constituencies and audiences. She is a recognized expert in philanthropic, environmental and social impact issues with extensive board leadership experience on a variety of domestic and international nonprofit, industry, and multi-stakeholder bodies.
Sessions
Comms Summit Day 1
Anne Simpson is the Global Head of Sustainability at Franklin Templeton, leading the firm's overall strategic direction on stewardship, sustainability and environmental, social and governance (ESG) investment strategy globally. Simpson joined Franklin Templeton from the California Public Employees Retirement System (CalPERS), where she served as Managing Investment Director for Board Governance & Sustainability, leading the development and execution of CalPERS’ award-winning Sustainable Investment Strategy.
Sessions
Tuesday Keynotes
Annie Chor Joyce is Head of ESG for Amundi US. She is responsible for developing the ESG strategy for the US market and US ESG expertise exported to overseas markets. She collaborates closely with global ESG teams, investment management, marketing, and distribution across the firm globally, as well as with external partners. Annie reports jointly to Lisa Jones, President and CEO of Amundi US, and Head of the Americas, and Elodie Laugel, Chief Responsible Investment Officer, Amundi, based in Paris. She is a member of the US Executive Committee, US Management Committee, and US Operating Committee.Annie has a decade and a half of experience in the financial markets and sustainable investing, working with institutional and wealth investors across the impact investing spectrum in public and private markets. She joins Amundi US from MSCI Inc., ESG Research, where she led MSCI’s fixed income ESG coverage and worked closely with institutional clients on integrating ESG and climate strategies across the firm. Prior to MSCI, she worked at several impact-driven organizations, including Social Finance, a national impact finance and advisory non-profit, Éclat Impact, an impact investing fintech startup, and the World Economic Forum. Prior to this, she worked at Barclays Capital in Global Markets. Annie serves on the Investment Committee of the Phi Beta Kappa Society Foundation, is a Founding Member and Co-Leader of Invest for Better, and a member of the Board of Trustees of Saint Joseph’s Prep. She is a Fulbright scholar and received a Dual MBA and Master of Advanced Management degree from IE Business School and the Yale School of Management. She earned a B.S. in Finance with Minors in International Studies and Human Development from Boston College.
Sessions
A Recession Meets the ESG Talent War?
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New Opportunities in a New Era of Disclosure
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ESG Data: A Defense Against Greenwashing?
Asheen (he/his) is the Director of ESG & Sustainability for PagerDuty (NYSE: PD), a digital operations management company. Prior, Asheen has served as the global head of sustainability for Dassault Systèmes, and has consulted in sustainability strategy for companies in tech, fashion, chemicals, and financial services. In these roles, Asheen co-authored the aerospace sector guidance to the GHG Protocol, co-developed a net-positive innovation handprinting methodology, and contributed to the Higg Product eco-index. He also co-founded the public benefit corporation Eleven Radius to catalyze the circular economy in the fashion industry. Asheen holds a BS in Chemical Engineering from Cornell University and an MBA from Babson College, and teaches Biomimetic Design at the Minneapolis College of Art & Design (MCAD).
In his downtime, Asheen is into travel, cooking, fashion, languages (because of the travel), and running (because of the cooking). He concocts dishes with his daughter and coaches his son’s town soccer team. If you’ve read this far, he’ll buy you a bourbon.
Sessions
What Mid-Sized Companies in Your Supply Chain Wish You Knew
Innovative Finance for Corporate Sustainability
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Tackling Financed Emissions: Developments in Global Emissions Monitoring
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Venture Innovations to Reach Net Zero
Ben Morley is a Partner and Associate Director in BCG’s Boston office, where he focuses on supporting private equity funds on ESG topics across the investment lifecycle. Ben is BCG’s private equity practice lead for ESG due diligence and ESG reporting and metrics, in which capacity he leads BCG’s support of the ESG Data Convergence Initiative. Before joining BCG Ben was a Principal at The Bridgespan Group where he supported private equity funds in launching dedicated impact investing vehicles. Ben started his career at Bain & Company and holds an MBA from Stanford’s Graduate School of Business.
Sessions
Accelerating Internal ESG Understanding
Bert Hunter is EVP and Chief Investment Officer of the CT Green Bank – the nation’s first state-level green bank. Since 2012, as CIO for the Connecticut Green Bank Mr. Hunter leads a team of clean energy finance professionals that develop innovative financing programs that have deployed $2.2 billion in public and private investment in energy efficiency and renewable energy using approximately $300 million of public resources. As of 2021, CGB’s remit has expanded to include Environmental Infrastructure – including water, waste & recycling, land conservation, resiliency and environmental markets. Prior to joining the Green Bank, Mr. Hunter was CFO and Chief Risk Officer of Spectrum Capital, Ltd, an investment banking JV with MUFG focused on commercial aircraft finance and investment in U.S. electric power generation. Prior to Spectrum, Mr. Hunter was the treasurer of the international leasing company of Chemical Bank (now JPMorgan Chase), where he managed the funding for a billion-dollar diversified portfolio of equipment loans and leases in more than a dozen countries outside the United States. He received his MBA from the Wharton School at the University of Pennsylvania and is an alumnus and former Trustee of Wake Forest University.
Sessions
Green Banks: Catalyzing Investments in Climate Solutions
Beth Gould Creller oversees the Sustainability & Climate Risk (SCR®) Program offered by the Global Association of Risk Professionals (GARP). Prior to joining GARP, she was a risk management professional in the upstream oil and gas industry where she developed an embedded Enterprise Risk Management program, key in company capital decision-making and asset valuation. Working across multiple continents, her background spans corporate risk, internal audit, global supply chain, business continuity planning, sustainability, and governance.
Sessions
Banking on Net Zero: Proper Transition Planning
Blair helps companies implement the vision of the Ceres Roadmap for Sustainability and supports the integration of ESG issues into the business strategies and decision-making of banks, energy companies and investor relations teams within and outside the Ceres Company Network. He also serves as a banking-sector expert for the Ceres Accelerator, developing recommendations and analysis that push banks to better integrate climate change into their strategy, risk management, governance and disclosure.Prior to joining Ceres, Blair worked in climate change policy research at the Swiss Federal Institute of Technology, analyzing the evolution and efficacy of national climate policy mixes. He has also worked in strategic planning and investor relations for Nexen, a Canadian energy company, where he was responsible for economic analysis, benchmarking and the development and communication of company strategy.Blair holds an MA in Comparative International Studies from the Swiss Federal Institute of Technology in Zurich and a BCom in Finance and International Business from McGill University in Montreal. Blair is also a CFA charterholder.
Sessions
Banking on Net Zero: Proper Transition Planning
Brad Sparks is Executive Director of A4S (Accounting for Sustainability), part of The Prince of Wales’s Charitable Foundation. He leads the US Chapter of the A4S CFO Leadership Network, supporting Fortune 500 CFOs and their finance teams in embedding sustainability into strategy and business decision-making. He also leads A4S activities across the US, including working with asset managers, asset owners and the wider finance community. Brad previously served as an Executive Director with KPMG focused on ESG issues. Brad is a lecturer at UCLA Anderson and an Executive-in-Residence at Cornell University’s Center for Global Sustainable Enterprise.
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Washed Ashore: A Beautiful Solution to an Ugly Problem
Bradford Campbell, partner at Faegre Drinker Biddle & Reath LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA’s former “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. He has testified before Congress on employee benefits issues 11 times, including testimony before four different Congressional Committees regarding the effects of the Department of Labor’s fiduciary regulation.
Sessions
Can Retirement Assets Deliver Impact?
Brendan leads Walmart’s enterprise Environmental, Social & Governance (ESG) and shared value efforts, including ESG strategies, investor and stakeholder engagement, and disclosures. Since taking on this role in 2020, Brendan has led efforts to refresh Walmart’s ESG priorities, enhance Walmart's ESG reporting, improve Walmart's standing with the investment community and ESG raters, build governance and reporting infrastructure, and shape the ESG field. He and his team work closely with the Office of the Corporate Secretary, Investor Relations, the Controller’s Office and key leaders across segments and functions on the overall ESG agenda. Brendan was previously a litigator with Wiley Rein LLP in Washington, DC and held leadership roles in Walmart’s Global Ethics & Compliance organization from 2015-2020.
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Unpacking Decision-useful Biodiversity Data for Investors
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Bryan Lewis leads the Emerging Leaders program at GreenBiz.org, which elevates, cultivates and supports the next generation of Black, Indigenous and other leaders of color (BIPOC) in the climate community. His work connects underrepresented young professionals to global leaders in the sustainability industry and builds lasting connections that bridge the gap towards a diverse and well-resourced green workforce.
Prior to joining GreenBiz, Bryan served as Executive Director of EcoWorks Detroit where he led climate and energy education, building decarbonization, and local community organizing initiatives. He has a background in youth mentorship and career development and currently leads a network of emerging clean energy leaders in Michigan. Bryan received a Masters in Energy Science, Technology, and Policy from Carnegie Mellon University.
Sessions
Tuesday Keynotes
Candice Long is a tax professional who serves organizations with strategic tax planning and analysis services. She specializes in tax credits and incentives across areas such as research and development, environmental sustainability, capital investments, and employee hiring, among others. Candice is also the Global Credits, Grants, and Incentives hub leader for North America. She orchestrates client service offerings across multiple functions and service lines around the world for her clients.
Sessions
Incentives and Investments: The Inflation Reduction Act
Candice Carr Kelman studies policy dimensions of sustainability issues, such as how to manage tradeoffs and foster synergies between biodiversity conservation and human development. She has studied Integrated Conservation and Development Projects in Indonesian national parks, the global trade in electronic waste, and collaborative approaches to ecosystem stewardship.
Two major themes in Carr Kelman's research are the complex relationships between environment and development, and the role of governance and institutions in creating more resilient socio-ecological systems. Her current research is about collaborative conservation in Arizona, studying multi-scalar forest restoration collaboratives in the White Mountains. She has taught courses on Environmental politics; Policy and governance for sustainability; Biodiversity Conservation and Sustainable Livelihoods, and Corporate social responsibility.
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Biodiversity 101: Dependencies, Impacts and Opportunities
Carletta Ooton is the Head of ESG for Private Equity and an Operating Partner at Apollo Global Management, Inc., responsible for advancing the Firm’s ESG integration and operational performance across its private equity portfolio in the areas of energy usage, carbon emissions, water consumption, DEI, and safety. Carletta joined Apollo from Amazon where she served as the Vice President of Product Assurance, Risk and Security since 2014. She was instrumental in Amazon’s foundational sustainability efforts, calculating its initial carbon footprint and launching Amazon’s Climate Pledge. Carletta has held key leadership roles at The Coca-Cola Company, Cott Beverages, Bath & Body Works, Unilever and Tate & Lyle. Carletta holds a BA in Biological Sciences and Chemistry and a MA in Microbiology.
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The Role of Private Equity in Decarbonizing Transitioning Assets
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Chad Reed leads Strategic Initiatives and ESG for HASI, a leading investor in climate solutions with nearly $10 billion in climate positive managed assets. His current focus includes the integration of emissionality considerations into the next generation of carbon accounting. He also leads the HASI Foundation and co-hosts the Climate Positive Podcast. Previously, he served in various roles, including structured finance, risk management, ESG, and investor relations with an affiliate of Brookfield Asset Management. He holds degrees from the University of California at Berkeley and the Johns Hopkins University.
Sessions
Going Beyond Megawatt Hour Matching
At Independence Point Advisors, Chris helps clients drive value in the capital markets through ESG while helping steer the capital markets to drive impact and systemic change in the world. Chris brings more than 20 years of business expertise when working with clients to advance sustainability, impact and Environmental Social Governance (ESG). Chris’ expertise was developed through her years as a leader at EY’s Climate Change and Sustainability Services practice as well as her hands-on experience as an entrepreneur and across multiple functions within the corporate world. Chris is a spouse and mother of two, an avid runner and gardener, a wanna-be skier and chef.
Sessions
The Investor View: Stewardship “Done Right”
As a director of climate research on the Sustainable Investment Team, Chris spearheads Wellington’s collaborations with Woodwell Climate Research Center and the MIT Joint Program on the Science and Policy of Global Change. These initiatives are aimed at integrating climate science into the investment process and understanding how the physical and transition risks associated with climate change may affect capital markets. He is a portfolio manager for Wellington’s climate adaptation strategy. Additionally, he holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations, and he is a CPA. He is also a professor of finance at Bryant University.
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Unpacking Decision-useful Biodiversity Data for Investors
Christopher (Chris) McKnett is Head of Sustainability Strategy, Stewardship & Implementation. Prior to joining WFAM as a senior environmental, social, and governance (ESG) investment strategist for the Wells Fargo Asset Management (WFAM) Strategic Business Segments team. , Chris served as head ESG strategist for State Street Global Advisors and was a member of the firm's senior leadership team. Earlier roles include index product and business development for KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG investment, and as a team resource specialist for American Century Investments, where he began his investment industry career. Chris earned a bachelor's degree in business administration with a focus in management from the University of Connecticut, Storrs, and a master's degree in business administration from Daniels College of Business at the University of Denver. He holds a Series 7 license, is a First Movers Fellow of the Aspen Institute Business & Society Program, and is a lifetime member of Net Impact.
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A Look Under the Hood: ESG Labels
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The Elephant in the Room: Navigating ESG’s Politicized Waters
Colleen Corrigan, Ph.D., is a Senior Sustainability Advisor for Pure Strategies. She works with corporate clients on developing strategies to promote sustainability in company operations, value chains, material selection and natural resources management. Colleen focuses on helping companies set science-based targets for nature to protect and regenerate biodiversity. Her work in this area helps companies understand their impacts and implement strategies, collaborations, and business process changes to mitigate harm to and restore affected ecosystems.Prior to joining Pure Strategies, Colleen was the founder of Conservation Matters, an organization that consults on biodiversity protection, strategy development, and program delivery with a focus on marine protection, indigenous issues, and environmental governance for clients including National Geographic, UNESCO, and the World Wildlife Fund.Previously, Colleen was a senior officer in protected areas at the United Nations Environment Programme's World Conservation Monitoring Center in the UK. She was also senior manager for international sustainable development policy with Conservation International and learning facilitator for international field programs at The Nature Conservancy. Her career has included working with three branches of the U.S. Department of the Interior.Colleen holds a Ph.D. from the School of Earth Sciences and Environmental Management at the University of Queensland, Australia and an M.S. in Conservation Biology and Sustainable Development from the University of Wisconsin-Madison.
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Roundtable Lunches
Curtis Ravenel is a Senior Advisor to the co-chairs and Vice Chair of the Glasgow Financial Alliance for Net Zero (GFANZ) and a founding member of the Secretariat for the Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD). He also serves as a Distinguished Fellow in Sustainable Finance at ClimateWorks Foundation, a Board Member of Context Labs BV and a Strategic Advisor to Apollo Global Management.
Curtis founded the Sustainable Business & Finance Group at Bloomberg LP and served as its Global Head, reporting directly to the Chairman, from 2007-2019. Under his leadership, Bloomberg integrated sustainability considerations into the firm’s operations globally and developed a full range of Sustainable Finance products to evaluate sustainability-related risks and opportunities for finance professionals.
He was awarded a David Rockefeller Fellowship with the Partnership for New York City in 2011, appointed by the Obama Administration to serve on the US chapter of the G8 Advisory Board on Impact Investing in 2013 and received the Columbia Business School Exemplary Leadership Award in 2016. Curtis holds an MBA from Columbia Business School and a BA in History from Davidson College.
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Creating and Implementing Climate Transition Action Plans
Cynthia Curtis is the SVP, Head of Portfolio ESG of Revantage, a Blackstone Real Estate portfolio company that provides best-in-class corporate services. Cynthia is responsible for spearheading the strategy, development and implementation of the Revantage global ESG program. In partnership with Blackstone, she is charged with operationalizing the ESG strategy and providing strategic guidance to initiatives across Blackstone Real Estate portfolio companies. She also oversees the sustainability strategy and program within Revantage.
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A Recession Meets the ESG Talent War?
With 28 years as an Allocator, GP and LP, President & COO, Dail St. Claire began her career managing assets for NYC’s $240Bn pension fund after which she co-founded Williams Capital Management Trust and Williams Capital, the largest women-and minority-owned broker dealer investment bank in the US today. Leading SEC and FINRA audits, she manages businesses with P&L responsibilities and advises growth venture capital, private equity and private credit, and alternative investment funds.
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Danielle Fugere, President & Chief Counsel, leads As You Sow’s program teams in creating lasting social and environmental change through shareholder advocacy and legal initiatives. She brings an in-depth knowledge of clean energy, sustainability, and team building to her work.Danielle previously served as Executive Director of the Environmental Law Foundation, focusing on environmental health and water protection; as Western Regional Program Director for national nonprofit Friends of the Earth, she spearheaded innovative climate change strategies and directed campaigns to promote sustainable alternative energies and fuels.Through her work, Danielle has been instrumental in securing industry conversions to environmentally sound technologies and securing compliance with environmental laws. She holds a J.D. from the University of California, Berkeley School of Law and a B.A. in Political Economics from the University of California, Berkeley.
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Proxy Voting: Rights & Responsibilities
David Hackett advises senior management, legal departments and Boards of major corporations and nonprofits on compliance, risk, environmental and sustainability matters. He has exceptional experience managing US and international compliance and environmental projects, including the evaluation and development of effective compliance and sustainability programs. He also has extensive experience litigating major civil and criminal environmental matters. David sits on multiple nonprofit boards and additionally advises many civic and nonprofit organizations across the globe. Following his tenure with the Environmental Enforcement Division of the US Department of Justice, David joined the Firm where he has played a formative role in the establishment of the Firm's compliance, environmental, climate and sustainability practices. At Baker McKenzie, David has served as the managing partner of North America, a member of the Global Executive Committee, and Chicago office managing partner. He has also been the North America Chair of both the Compliance Practice Group and the Banking, Finance and Major Projects Practice Group.
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Translating ESG to Senior Management
Davida joined Citi in 2014 and is Senior Vice President of Sustainability & ESG. Her work centers on the development and execution of Citi’s sustainability initiatives and programs, including the bank’s 2025 Sustainable Progress Strategy and $250 Billion Environmental Finance Goal.
She engages with internal global functions, regional banking teams and external stakeholders to build company-wide awareness of sustainability, ESG and climate change, including related trends, opportunities and risks.
Prior to joining Citi, Davida was Head of Member Engagement at The Climate Group, a non-profit organization dedicated to driving action to create a net-zero emission global economy, where she worked with Fortune 500 companies on greenhouse gas emissions reduction initiatives.
Before that she was at The Earth Institute at Columbia University, she managed corporate relations and oversaw professional development for the institute’s sustainability-related education programs. Previously, she worked in consulting and feature film production and development.
Davida has an M.S. from Columbia University in sustainability management and a B.A. in media studies from George Washington University.
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Financing the Transition: The Path From Carbon-intensive to Carbon-free
Ms Diane B. Holdorf is Executive Vice President (EVP) and a member of the Senior Management Team (SMT) at the World Business Council for Sustainable Development (WBCSD), based in Geneva, Switzerland. Diane joined WBCSD in December 2018 as Managing Director of Food and Nature where she led business efforts to accelerate the system transformation in the areas of food, nature and water. In October 2021, Diane took the role of EVP for Pathways. In her role as EVP, Diane focuses on the Pathways as part of WBCSD’s strategy, leading business efforts to accelerate collaborative solutions in Food and Agriculture, Energy, Products & Materials, Mobility and Built Environment, and Health and Wellbeing – working in partnership to deliver business solutions for the Imperatives and Redefining Value Program pillars. Before joining WBCSD, Diane was Vice President and Chief Sustainability Officer at Kellogg. Prior to joining Kellogg, Diane served as Vice President for Delta Consultants (now Antea), a global environment, health and safety and sustainability consulting firm. During her 17 years with Delta Consultants, she served in numerous management and consulting roles, based in the US and in the UK, where she worked with many consumer-packaged goods, forest products and manufacturing companies in development and implementation of global programs for sustainability, environmental management and risk management. in 2022 Diane was selected as one of the 25 Badass Women shaping climate action by GreenBiz. In 2015, Diane was recognized as a Maize and Wheat Super Woman by CIMMYT (International Maize and Wheat Improvement Center) as part of the United Nation’s International Women’s Day. She is also recognized as an Oxfam Sisters on the Planet Ambassador. Diane received a Bachelor’s degrees in Public Communications and in German from Syracuse University. She also completed the Executive MBA Program at the University of St Thomas.
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Accelerating Forest and Nature Investment: The Forest Investor Club
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Roundtable Lunches
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Monday Keynotes
Stephanie is the creative force behind the Impact Finance Center, which she founded in 2013. As an academic entrepreneur, philanthropic advisor, researcher, and educator in the field of impact investing, Stephanie sets the vision and provides leadership for the entire organization while focusing on business development, client engagement, and industry thought leadership through her research, writing, and speaking. Stephanie has 20 years of experience at the intersection of business and natural resources, working for the EcoProducts Fund $100 Ecosystem Service private equity fund, the Nature Conservancy, the USDA Forest Service, DOE Oak Ridge National Laboratory, the Journal of Wildlife Management, and several universities. Stephanie received her Ph.D. from the Boone and Crockett Wildlife Conservation Program at the University of Montana. She has a B.S. in Biology & Wildlife Management from the University of Wisconsin at Stevens Point and a M.S. in Ecology from Utah State University. Stephanie is an Aspen Institute Environment Forum Scholar, Environmental Leadership Senior Fellow, Property Environment Research Center Fellow, Ford Foundation Community Forestry Fellow, and Boone and Crockett Professional Member.
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Innovative Finance for Corporate Sustainability
Dylan has spent nearly two decades building better environmental and social impacts in the nonprofit and public sectors and the Fortune 500. Prior to GreenBiz, she was a lead strategist on the social innovation team at Verizon, where she introduced climate justice as a core element of the company’s climate approach and worked to address the rural digital divide. Formerly, at power company NRG, she developed climate and water strategy, and helped conceive and launch a consultancy to help commercial customers navigate climate action, resilience, clean energy, and energy efficiency.
She now applies her experience in the field to lead and build upon GreenBiz’s offerings for sustainability professionals, working to support, drive, and lift up sustainability practice in business. A former music journalist, she lives in Brooklyn, NY.
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Welcome & Opening Address
Welcome
Comms Summit Day 1
Closing
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Green Banks: Catalyzing Investments in Climate Solutions
Elizabeth Seeger was appointed as a full-time member of the International Sustainability Standards Board (ISSB) in July 2022, effective November 2022.Ms Seeger has over 20 years’ experience of standard-setting, investment and working on sustainability topics. She joined the ISSB from global investment firm KKR, where she served as Managing Director, Sustainable Investing, responsible for helping oversee the firm's consideration of sustainability matters throughout KKR’s investment process and part of KKR's Global Impact team. She also oversaw KKR’s public sustainability reporting efforts, including the development of SASB and TCFD-aligned reporting.Before joining KKR in 2009, she served as a project manager in the corporate partnerships programme (now known as EDF+Business) of Environmental Defence Fund and a consultant with the Corporate Executive Board (CEB, now known as Gartner), where she advised companies from a broad range of industries in Europe and the United States. Before CEB, Ms Seeger was an associate at the Environmental Law Institute, a non-profit organisation focused on environmental law and policy research and education.Ms Seeger served on the SASB Standards Board as an inaugural member, but began her standard-setting work when becoming a member of the SASB Standards Council in 2012.She is a 2013 Aspen Institute First Movers Fellow and earned a BA in Environmental Studies with honours from the University of Chicago and an MBA from the Wharton School of the University of Pennsylvania.
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The ISSB: Building a Global Baseline
Elizabeth Lowery is a Senior Advisor, Sustainable Finance and ESG with ERM, a sustainability consulting firm. She is also
a Senior Executive Advisor with GI Partners and Piva. She was formerly the Managing Director of Sustainability and ESG
at TPG. Beth joined TPG after a 20-year career with General Motors Company where she was a member of GM’s Senior
Leadership Group as Corporate Vice President, Environment, Energy & Safety Policy and Secretary to the Public Policy
Committee of the GM Board of Directors. She also served as General Counsel for GM—North America. Beth has held
various executive positions, including Senior Knowledge Leader and a Principal of GreenOrder at LRN, where she was
focused on working with global enterprises to develop sustainability strategies and initiatives. Beth was also a partner at
Honigman Miller Schwartz and Cohn and a law clerk to Michigan Supreme Court Justice G. Mennen Williams. She has
served on several non-profit boards including the World Environment Center, InForum Center for Leadership, Keystone
Center and the Alliance for Automobile Manufacturers. Her primary responsibilities within TPG included leading the
Sustainability and ESG program development, strategy and deployment across the Firm, engaging with portfolio
companies to build sustainable businesses, and assisting deal teams on due diligence matters. Ms. Lowery was a
member of the PRI Private Equity Advisory Committee and is currently a Board Member of Denali Water Solutions, Keter
Environmental Services, Sagard Holdings, Anuvia, and American Battery Technology Company. She is also a member of
the Caesars Entertainment CSR External Advisory Board and on the Corporate Eco Forum Advisory Board.
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Sustainability in the Boardroom: Developing Key Competencies
Ellen has worked at the intersection of sustainability and human resources as a recruiter and consultant for 25+ years. A super connector, Ellen’s passion for sustainability and ESG was sparked while obtaining her MBA from Yale and interning at L.L.Bean. Ellen is a regular speaker at industry events, and pens a column with GreenBiz entitled “Talent Show.” She frequently shares her perspective with global media outlets, including Marketplace, the Wall Street Journal and Barron’s.
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Building a Strong Sustainability Team
Emilio Tenuta’s 38-year tenure at Ecolab includes 25 years of technical, marketing and business management experience in various industries including Food and Beverage, Pharmaceutical, Lodging, Healthcare, Primary Metals and Automotive. In the past 11 years, Tenuta has led Ecolab’s strategic sustainability journey focused on corporate responsibility, internal environmental stewardship and helping customers operate more sustainably. He is actively involved in advancing global sustainability practices, with a significant focus on water stewardship and climate action. In partnership with Global S&P Trucost – and a multi-stakeholder advisory group – Tenuta led development of the Water Risk Monetizer, industry’s first financial modeling tool to assess water-related risk, and the Smart Water Navigator, a free online tool to help businesses improve water management and achieve their water reduction targets. In recent years, he’s become a leader in environmental, social and governance (ESG) practices and reporting and has collaborated with a number of large impact investors. Partnering with investor relations and Ecolab’s Chief Executive Officer, Tenuta has advanced Ecolab’s reputation as an ESG leading company. Tenuta is actively involved in advancing industry sustainability and corporate responsibility practices. He sits on the board of directors of the World Environment Center, a global non-profit, non-advocacy organization and the leadership council of the Corporate Eco Forum.
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Why Protecting Biodiversity is Everything for Business
Prior to joining Persefoni, she was Assistant Director in the Office of International Affairs at the SEC where she was responsible, among other things, for the SEC's engagement with international regulators, standard setters, and regulatory bodies on climate-related disclosure issues. Prior to joining the SEC, she was with the law firm Debevoise and Plimpton.
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New Opportunities in a New Era of Disclosure
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Roundtable Lunches
Erik Snyder’s acumen for business and love of the environment led him to be founder of the Drawdown Fund in 2018. The Drawdown Fund invests growth capital to scale technologies and businesses that reverse global warming by sequestering CO2 or reducing emissions. The Drawdown Fund was co-founded by Paul Hawken and follows the strategy laid out in the New York Times Best-seller: “Drawdown: The Most Comprehensive Plan to Reverse Global Warming.” Prior to the Drawdown Fund, Erik worked on investments held by GLE Capital, a global multi-family office and was CEO of Armada Skis. Erik received his MBA from Harvard Business School (HBS) where he was a recipient of the Rock Entrepreneurial Fellowship. Before HBS, Erik worked at Partners Capital Investment Group managing a multi-asset class hedge fund and overseeing private equity investments. Erik’s corporate career began with PRTM Management Consultants after graduating from Cornell University with Honors.Erik’s background is as diverse as his passions. He has been involved in a number of successful entrepreneurial enterprises, worked for a non-profit in Nepal, was a climbing guide in Mexico, and played professional soccer in Bolivia. Outside of work, Erik spends his time being as active as possible with his wife, Julie, and two boys, Jake (12) and Nate (10). You might find him running through the mountains preparing for an ultra-marathon or skiing in a remote part of the world. Regardless of the adventure, Erik always enjoys coming home to Park City for Sunday brunch with his family. Venture Innovations to Reach Net Zero
Erika is the Chief Impact Officer at Pathstone. She joins the Pathstone team from Cornerstone Capital Group*, the sustainable and impact investment advisory firm she founded in 2013. Erika’s mission is to bring the disciplines of finance, economics, and sustainability to bear in pursuit of a more regenerative and inclusive form of capitalism. Over the course of her 25-plus years on Wall Street, she developed a deep belief in environmental, social, and governance (ESG) analysis as a critical input to investment decision-making. Prior to launching Cornerstone Capital Group, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank. She chaired the Global Investment Review Committee, served on the UBS Securities Research Executive Committee, and served on the Environmental and Human Rights Committee of the UBS Group Executive Board. Erika’s work has been featured by media including Bloomberg, The Guardian, the Financial Times, Investor Relations Magazine, and Forbes. Erika speaks on sustainable investing and finance at venues around the world including the UN Global Compact, theUN Principles for Responsible Investment (PRI), the Clinton Global Initiative, the Wharton School, the NYSE, the Organization for Economic Cooperation & Development (OECD), the Aspen Institute, the White House, and many others. Erika holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.
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Monday Keynotes
Ethan Rouen is an assistant professor of business administration in the Accounting and Management Unit, where he teaches the elective course Reimagining Capitalism, and the faculty co-chair of the Impact-Weighted Accounts Project at Harvard Business School.His current research interest focuses on understanding economic inequality and the measurement of human capital. He has been awarded from the American Accounting Association the Competitive Manuscript Award, the Deloitte Foundation Wildman Medal, and the Best Dissertation Award in the Financial Accounting and Reporting Section. His research has been published in The Journal of Financial Economics, The Accounting Review, Management Science, and The Review of Accounting Studies, and his journalism and opinion articles have appeared in the Boston Globe, Le Monde, HuffPo, The Hill, CEOWORLD Magazine, and Fortune.com, among others. He appears frequently in national and international media outlets.Professor Rouen earned a BA in history and English from the University of Wisconsin-Madison, and an MS in journalism at Columbia University Graduate School of Journalism. From Columbia Business School, he received an MBA in finance and accounting, an M.Phil. in accounting, and a PhD in accounting.
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Elevating ESG Data Quality In a New Regulatory Regime
Florian is currently a research scientist at the MIT Sloan School of Management where he cofounded the Aggregate Confusion Project. His research interest covers sustainable investing with a focus on ESG ratings, the disagreement between different rating agencies, and how it affects investors, firms, as well as academic research.He received his PhD in economics from Paris-Dauphine University. During his PhD, he held a visiting research position at ETH Zurich. Florian worked as a quantitative researcher at Amundi Asset Management and as a quantitative strategist/ trader at Alphadyne Asset Management. He taught at Paris-Dauphine University, Sciences-Po Paris, and MIT Sloan.
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Is Climate Risk Already Priced Into Markets?
Gabriel Thoumi has 17 years’ experience leading ESG, sustainability, and climate risk finance initiatives for global clients on four continents including direct engagement with more than 40 corporations in the S&P 500, investors and banks, multilateral development banks, governments, and civil society organizations. As both a former banker and asset manager, he has broad and detailed sectoral coverage knowledge informing transition modeling informing billions of dollars of transactions globally.He is an award-winning research manager (2014, 2015, 2020, and 2021) and a member of various Fortune 500, scientific, and financial technical committees including the S&P Sustainable Finance Scientific Council. He has published more than 70 ESG investment research reports, alongside hundreds of articles, edited two books on sustainable finance and natural capital, and frequently presents globally.Since 2016, he has lectured at Johns Hopkins University teaching Financing a Sustainable World and ESG Integration. He is also the former President of the Board, 2 Degrees Investing Initiative, U.S. Finally, he has served as a political appointee to various Washington DC regional urban planning and climate advisory commissions, 2013-2021.Gabriel has an MBA and Master of Science from the University of Michigan. He is a LEED AP. and is a former Erb Institute, Rockefeller Foundation Natural Capital, and Consortium fellowship recipient. Previous to working in sustainable finance, Gabriel had a successful career as a junior oceanography science officer in the North Atlantic and as an art history consultant. In his free time, he enjoys running, mountaineering, and ocean sailing.
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Going Beyond the Basics: Investor Action on Biodiversity and Nature
Gavin Smith, PhD, is a Managing Director, Head of Equity Research and Sustainable Investing for PGIM Quantitative Solutions. He is responsible for the research, oversight and incorporation of ESG in our investment platform. In addition, he oversees research and analysis for Quantitative Equity portfolios. Prior to his current role, Gavin was most recently a portfolio manager and before that was a key member of PGIM Quantitative Solutions’ Research team where he focused on alpha and implementation research that could be applied across markets and strategies. Prior to joining PGIM Quantitative Solutions, Gavin led the North American Quantitative Research team at Macquarie Capital. Previously, Gavin served in quantitative research positions at Barclays Capital and Plato Investment Management in Sydney, Australia. He earned a BComm (Honors) in finance from the University of Wollongong and a PhD in finance from the University of New South Wales in Australia
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Is Climate Risk Already Priced Into Markets?
George Basile, Ph.D., is an internationally recognized creative thinker and practitioner in the field of sustainability. Basile started out on a traditional academic career path, with a B.S. in Physics from University of California-Irvine followed by a Ph.D. in Biophysics from University of California-Berkeley and a post-doc at Lawrence Berkeley Laboratory. He has held teaching positions at Berkeley and Stanford, and helped develop Green MBA programs in the United States and Sweden. He currently serves on the boards of nonprofit organizations and new ventures, and advises Fortune 500 clients on sustainable business practices and integrated operational and marketing strategies. He served as the R&D head of The Natural Step, an accelerator of global sustainability, and co-founded Thrive Unlimited. Dr. Basile is widely published and is a sought-after speaker focusing on creating strategic alignment between business drivers and emerging market needs.
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Accelerating Internal ESG Understanding
Georges Dyer is an Executive Director of the Intentional Endowments Network, a broad-based collaborative network that engages key stakeholders in the higher education, business and non-profit sectors and provides education, peer networking, convening, thought leadership and information exchange to advance intentionally designed endowments that contribute to a healthy, just and sustainable society.
Georges founded Greenland Enterprises, a consulting firm specializing in strategic sustainable development and is a Trustee of Stratleade Sustainability Education. He is a graduate of The Mountain School, Dartmouth College, and the Blekinge Institute of Technology in Karlskrona, Sweden, where he earned a Master of Strategic Leadership towards Sustainability.
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Can Retirement Assets Deliver Impact?
Ms. Zoolagud is a Managing Director in Deloitte & Touche’s Risk and Financial Advisory practice largely serving FSI clients. She has 2 decades of experience in leading large programs to operationalize regulatory, risk, compliance requirements through business, data, controls and technology transformations for clients in the financial services industry. She has been recently focusing on advising clients around data related to ESG and the complex overlapping standards/frameworks. With a background in technology and data, she has helped financial services clients define and stand up enterprise data governance and data standards and quality programs.
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Sponsored: Addressing the ESG Data Challenge for Financial Institutions
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Value Chain Live
As Green Finance & ESG Analyst, Grant leads on program development for GreenFin – the premier ESG event aligning the sustainability, investment and finance communities. Grant works to direct the vigor of capital markets toward the realization of a clean and just economy, and to make GreenFin the launchpad of the ideas, insights and connections that will shift capital allocation to support sustainability.
Grant previously served as Senior Account Executive with GreenBiz, working with clients across financial services, transportation, tech and consulting. Prior to joining GreenBiz, Grant worked under the auspices of the USDA implementing reforestation projects in fire-affected regions of Northern California. Grant holds a bachelor’s degree in American Studies from UC Berkeley and a master’s degree in Environmental Governance from Oxford University. He is animated by a healthy diet of existential anxiety and an enduring faith in humans’ ability to solve problems together. Grant loves, more than most things, to surf.
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Tuesday Keynotes
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The Elephant in the Room: Navigating ESG’s Politicized Waters
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Going Beyond Megawatt Hour Matching
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Heather Clancy, vice president and editorial director at GreenBiz, specializes in chronicling the role of technology in enabling corporate climate action and transitioning to a clean, inclusive and regenerative economy. An award-winning journalist, she started her journalism career on the business desk of United Press International, and her articles have appeared in Entrepreneur, Fortune, The International Herald Tribune and The New York Times.
Clancy was the launch editor for the Fortune Data Sheet, the magazine's newsletter dedicated to the business of technology. She co-authored the Amazon best-seller for entrepreneurs, "Niche Down, How to Become Legendary By Being Different." She is proud to serve on the boards of the WSLA Alumnae Group, a mentorship organization dedicated to nurturing feminine leadership in the corporate sustainability movement, and EcoAthletes, a collective of collegiate, professional and amateur athletes dedicate to using their voices to surface solutions to climate change.
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Recovering Critical Materials From E-Waste and the Untapped Urban Mine
Shining a Light on Frontline Communities
Track and Trace: Navigating the Enabling Tech Landscape
Helle Bank Jorgensen is an internationally recognized expert on sustainable business practices, with a 30-year record of turning environmental, social, and governance (ESG) risks into innovative and profitable business opportunities. She works with many global Fortune 500 board members and executives, as well as smaller companies and investors.Helle is the founder and chief executive of Competent Boards, which offers online climate and ESG programs that draw on the experience of over 180 renowned board members, executives, and investors. Hundreds of directors and senior executives have enrolled in these programs to mitigate the risks and seize the opportunities presented by ESG and climate change.Helle serves at:-Nasdaq Center for Board Excellence’s Sustainability & ESG Insights Council;-World Economic Forum (WEF) Expert Network for Corporate Governance, Leadership, and Emerging Multinationals;-His Royal Highness Prince of Wales A4S (Accounting for Sustainability) Global Expert Panel;-The Non-financial Digitisation Working Group of the Impact Management Project (IMP);-The Reuters Panel of Expert Judges for the Responsible Business Awards;-Canadian Climate Governance Experts –- a Commonwealth Climate & Law Initiative;-Chair of the Advisory Committee of the ESG Exchange.In 2020 she was awarded the Global Impact Award and named one of "5 people in ESG to look out for." She was also selected as one of LinkedIn's Top Voices in the Green Economy in the US and Canada for 2022. Ms. Bank Jorgensen is the author of the newly published book Stewards of The Future: A Guide for Competent Boards, an Amazon bestseller.
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Sustainability in the Boardroom: Developing Key Competencies
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Monday Keynotes
In her role as the in-house subject matter expert on major environmental, social & governance (ESG) and sustainable finance concepts, Jaclyn is tasked with raising Preqin’s profile as the leading provider of ESG data and analytics for the alternative assets market by setting the vision and strategy for Preqin’s ESG product suite. Jaclyn also ensures ESG principles are embedded into Preqin’s culture through the implementation of a corporate responsibility strategy that considers all stakeholders when making business decisions. Prior to Preqin, Jaclyn was the Director of ESG Products at S&P Global Ratings. As the strategic client facing lead, she grew S&P’s market share by translating market trends and issues facing companies and investors into best-in-class product solutions. She managed and continuously enhanced Ratings’ current ESG products and set the roadmap for future product developments. Before transitioning to S&P Global Ratings, Jaclyn was the Global Lead of Sustainability & ESG at S&P Global. She and her team were accountable for the management of the Company’s ESG risks and opportunities, as well as disclosure to key stakeholders including investors. As the Global Lead, she spearheaded the responses to notable third party ESG assessments such as the Dow Jones Sustainability Index (DJSI) and Carbon Disclosure Project (CDP), and company disclosures to frameworks such as the Global Reporting Initiative (GRI) and Taskforce for Climate Related Financial Disclosures (TCFD). Jaclyn started her career at S&P Global in 2013. Previously, she worked in sales at Recyclebank, a New York City based start-up that focuses on clean technology and sustainability. Jaclyn served as a member of the Northeast Sustainable Energy Association’s Board of Director’s Development Committee. She is a The Role of Private Equity in Decarbonizing Transitioning Assets
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The Role of Private Equity in Decarbonizing Transitioning Assets
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Is Climate Risk Already Priced Into Markets?
Jason Jay is Director of the Sustainability Initiative at the MIT Sloan School of Management and director of the Sustainability Initiative at MIT Sloan. His research focuses on how people navigate the tensions between personal, business and social goals in sustainability efforts. His first book is "Breaking Through Gridlock: The Power of Conversation in a Polarized World" and he has published articles in the Academy of Management Journal and California Management Review. He teaches courses on strategy, innovation and leadership for sustainable business at MIT, and engages students and alumni in hands-on projects with leading companies and organizations. Prior to MIT, Jason was a management consultant for Dialogos International, where he consulted on leadership development and organizational change for major international corporations and NGO's including BP and the World Bank. Jason holds a Ph.D. in Organization Studies from the MIT Sloan School of Management, and an AB and M.Ed from Harvard University. He lives in Newton, Massachusetts.
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Monday Keynotes
Jen Sullo is Managing Director of Asset Management and Investment Solutions at Earth Finance. She brings significant expertise integrating sustainability into portfolio construction, investment, and due diligence processes as well as creating tailored, client-specific sustainable investment funds for private wealth and institutional investors – including corporate retirement plans, insurance reserve pools, non-profit investment portfolios, and financial intermediary platforms. Jen has worked globally to provide education and strategic advice to sophisticated asset owners on decarbonization goal / target setting, climate scenario analysis, carbon footprinting and benchmarking, regulatory considerations, implementation pathways, and broad-ESG integration. Prior to Earth Finance, Jen was Global Head of Sustainable Investing Solutions at Goldman Sachs Asset Management ($2.2T) where she was responsible for global sustainable investing strategy, product development, and partnerships. Previously, as Managing Director and ESG Practice Lead of Rocaton Investment Advisors ($600B), she was responsible for ESG integration within multi-asset Advisory and OCIO channels. Prior to Rocaton, Jen held various positions at J.P. Morgan, Voya Investment Management and GE Asset Management. She graduated from Fairfield University with honors and an M.S. in Finance and from Trinity College with honors and a B.S. in Economics.
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Incentives and Investments: The Inflation Reduction Act
Jenny Mathilde Nordby joined RepRisk in 2018 and is the Head of Business Development. She is responsible for RepRisk’s global business development department, including direct sales, strategic product integration partnerships, and redistribution channels. She previously led RepRisk’s Partnerships department and oversaw the company’s market, regulatory, and competitive intelligence.
Before joining RepRisk, Jenny worked at SEB – first, as an Account Manager covering Nordic institutional and corporate clients within Client Coverage, then in Institutional Sales, and finally in Corporate Risk Advisory and Analytics within Capital Markets. During her tenure at SEB, she also worked in rotations at other locations and departments in London, Singapore, and Stockholm.
Jenny holds a dual Bachelor's degree in Economics and International Relations from the University of Oslo, in Norway, and a Master of Science in Management and Finance from Imperial College, London, in the UK. She completed exchange semesters at Dartmouth College, New Hampshire, and at the American University, in Washington D.C., USA.
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Key Innovations in ESG Data Collection & Analysis
Jess Gaspar is the Head of Research at FCLT Global. In this role, he shapes the research agenda while working with the organization’s members and staff to advance the content and ensure its impact. He joined FCLT Global in 2023 after nearly two decades as a research leader at financial institutions. Jess has financial expertise across asset classes spanning the full value chain from security selection through manager evaluation, asset allocation, portfolio construction and risk management. He has also worked extensively on sustainability, the environment and climate change as a researcher, strategy builder and product designer.In his most recent role, Jess spent five years as the Global Head of Research for AllianceBernstein’s $100bn+ Multi-Asset Solutions business where he directed a global team responsible for strategic asset allocation, systematic tactical asset allocation, retirement and risk. He also served the firm as a member of AB’s Responsibility Steering Committee, Trust Company Board and partnership with Columbia’s Climate School.Prior to AllianceBernstein, Jess was Head of Asset Allocation and Research at Commonfund, one of the pioneers in investing long term portfolios for nonprofits. Earlier, he was director of research for Cornerstone Quantitative Investment Group, a systematic macro hedge fund where he coauthored Commodity Investing published by Wiley Finance. Jess joined the financial sector from McKinsey and Company and began his research career as a professor at the University of Chicago’s Booth School of Business where he taught international economics to M.B.A. students and computational methods in economics and finance to Ph.D. students.He earned his PhD in Economics from Stanford University and his BS in Environmental Engineering from the Massachusetts Institute of Technology. He is a US citizen and is married with three grown children.
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The Role of Private Equity in Decarbonizing Transitioning Assets
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Financing the Transition: The Path From Carbon-intensive to Carbon-free
Jessica “Jessie” Buendia is the Dream.Org Vice President of Sustainability and Green For All National Director. Green For All works at the intersection of the environmental, economic, and racial justice movements to advance solutions to poverty and pollution and to ensure that the people hit first and worst by pollution and climate change do not benefit last and least from the solutions. Under her leadership, Green For All is working to advance proactive bipartisan climate policy, support the implementation of Biden’s Justice40 initiative, ensure investments from the Inflation Reduction Act are directed to the communities most impacted by poverty and pollution, and uplift Black and Brown entrepreneurs and job pathways in the green economy.
Before coming to Green For All, Jessie held positions within the public, philanthropic, and nonprofit sectors on climate equity. Most recently, Jessie served as an executive at the California Strategic Growth Council (SGC) under the Governor’s Office of Planning and Research. SGC promotes sustainability, health, and equity across the State by helping California achieve its climate change and racial equity goals through place-based, community-driven infrastructure investments and transformative programming. Jessie launched racial equity and technical assistance initiatives that expanded California’s reach and impact in communities and propelled SGC as a leader on equity at the state level.
Before coming to Green For All, Jessie held positions within the public, philanthropic, and nonprofit sectors on climate equity. Most recently, Jessie served as an executive at the California Strategic Growth Council (SGC) under the Governor’s Office of Planning and Research. SGC promotes sustainability, health, and equity across the State by helping California achieve its climate change and racial equity goals through place-based, community-driven infrastructure investments and transformative programming. At SGC, Jessie oversaw a $1 billion annual budget and launched racial equity and technical assistance initiatives that expanded California’s reach and impact in communities and propelled SGC as a leader on equity at the state level. Jessie spearheaded the passage of the nation’s first state-level, multi-agency Racial Equity vision statement, action plan and served as the State’s host for the Capitol Collaborative on Race and Equity and the Interagency Racial Equity Working Group.
Jessie has held positions at the Greenlining Institute, East Bay Community Law Center, Janelle Monae’s Fem the Future Foundation, the San Francisco Public Utilities Commission, San Francisco Foundation, Health Access Foundation, Rose Foundation, California State Legislature, and Urban Habitat. She has also lived and worked in Mexico, France, India, and South Africa. Jessie has a Master’s Degree in Public Policy from Princeton University, an Advanced Project Management Certificate from Stanford University, and a Bachelor’s Degree from Macalester College. She is a certified coach with a focus on building transformational leadership within the social justice sector. She is originally from Iowa and currently resides in Sacramento with her wife and children.
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Incentives and Investments: The Inflation Reduction Act
John Davies heads up GreenBiz Group's research efforts and leads the GreenBiz Executive Network, a member-based, peer-to-peer learning forum for sustainability professionals. The network is made up of senior executives from $1B+ corporations working together to share best practices and lessons learned for implementing sustainable development programs. Davies is an experienced entrepreneur and innovator who has applied his business and management skills to launching start-ups as well as improving the operations of existing businesses. He is a frequent keynote speaker at international events, is well-known for his supply chain and sustainability expertise and is the author of numerous articles in business, industry, and educational publications. Davies received his BA from SUNY at Fredonia and his MA from the University of Delaware.
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Elevating ESG Data Quality In a New Regulatory Regime
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Sustainable Stewardship Success Stories
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Sustainable Stewardship Success Stories
Joyce Cacho is a combination leading-edge Operating Executive, and ‘nose-in-fingers-out’ Board member. Building on a C-suite career focused on P&L restructuring in banking and manufacturing, Joyce brings enterprise risk management (ERM), M&A, and ESG/Sustainability skills to the boardroom to grow companies. As the board chair, Sistema.Bio, Joyce is engaged in the energy-bio, technology innovation, and carbon offset industries. In addition to board director experience with Sunrise Banks, N.A., and World Benchmarking Alliance (WBA), Joyce served on the board of Land O’Lakes, Inc. — a Fortune 250 company.Joyce contributes to systems change as a Governance expert and Leadership Committee member of 2022 #GetOnBoard week, How Women Lead and Advisor, Black Corporate Board Readiness (BCBR), Silicon Valley Executive Center, Santa Clara University. As a board trustee, College of the Atlantic (COA), Joyce works to support innovation in education. Serving as an Advisor, Competent Board and Chief Judge, US Businesses in Africa Awards keep Joyce focused on impact via Corporate Governance in mature and emerging markets.Joyce holds a Certified Anti-Money Laundering Specialist (CAMS) designation and is a member of the Certified Financial Analyst (CFA) Society – New York (professional) which supports her QFE and Audit Committee board expertise. She is a National Association of Corporate Directors (NACD) Board Leadership Fellow and was named to the 2021 list of Most Influential Black Executives by Savoy Magazine.
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Sustainability in the Boardroom: Developing Key Competencies
Julie Nash is senior program director for food and forests at Ceres, a nonprofit organization working with influential investors to build sustainability leadership. Julie directs the strategy for mobilizing leading investors and companies to address sustainability risks in food and forest supply chains.
She brings to Ceres an extensive corporate sustainability background with nearly 15 years of direct experience, including roles at Unilever, Ben & Jerry’s, and Kraft Foods. Julie earned her Ph.D. in Natural Resources at the University of Vermont, an MBA from the Darden Graduate School of Business at the University of Virginia and a BS from Cornell University.
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Investor Engagement of Companies on Nature Loss
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Roundtable Lunches
As Director, Global Climate Strategy at Aramark, Kate oversees the organization’s climate strategy, including measuring progress and driving implementation toward its commitment to reduce food-related emissions 25% by 2030 and to set science-based targets. Kate collaborates across the organization on initiatives such as climate-friendly menus, efficient operations, and sustainable sourcing. Previously, Kate worked as Sustainability Director for the Town of Concord, MA, where she was responsible for launching the town’s first comprehensive climate action and resilience plan. Kate also spent 5 years at Environmental Defense Fund in Boston where she managed EDF Climate Corps, a network of professionals united to advance climate solutions and the leading graduate fellowship program in energy and sustainability. Kate holds a dual degree from Clark University, MBA and MS in Environmental Science and Policy as well as a bachelor’s degree from the University of North Carolina at Chapel Hill.
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Accelerating Internal ESG Understanding
Kate is a Director of Shareholder Advocacy at Trillium Asset Management, a socially responsible investment firm that has incorporated ESG into its investment processes since its founding in 1982. Kate engages with corporate leadership on a variety of environmental, social, and governance issues, focusing primarily on Trillium's climate-related advocacy. Her past areas of work have included deforestation, human rights, political spending, and drug pricing.Prior to joining Trillium, she worked at Friends Fiduciary Corporation, a faith-based investment firm, where she developed and implemented the firm’s engagement program and coordinated collaboration with other investors, NGO and grassroots partners, and policy experts.
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Proxy Voting: Rights & Responsibilities
Katherine Collins is Head of Sustainable Investing at Putnam Investments and portfolio manager for Putnam's Sustainable Equity strategies, with approximately $6.5 billion in assets under management. SHORT VERSION: * favored for most settings *Katherine Collins is Head of Sustainable Investing at Putnam Investments and portfolio manager for Putnam's Sustainable Equity strategies, with approximately $6.5 billion in assets under management. In addition to her investment roles, Ms. Collins is an author and beekeeper, and holds degrees from Harvard Divinity School and Wellesley College. She serves on several nonprofit boards, including the Santa Fe Institute, Omega Institute, Harvard Divinity School Dean's Council, and Wellesley Centers for Women. In 2021, she was named to the inaugural Forbes “50 Over 50” list of leaders who are shaping the future of finance.MEDIUM VERSION:Katherine Collins is Head of Sustainable Investing at Putnam Investments and portfolio manager for Putnam's Sustainable Equity strategies, with approximately $6.5 billion in assets under management. Ms. Collins has over thirty years’ experience as an active fundamental investor, and was named to the inaugural Forbes “50 Over 50” list of leaders who are shaping the future of finance in 2021. She is a beekeeper, the author of Month of Sundays and The Nature of Investing, and founder of Honeybee Capital, an independent investment research firm focused on sustainable investment themes. Earlier in her career, she served as Head of Equity Research, Portfolio Manager, and Equity Research Analyst at Fidelity Investments. Katherine serves on several nonprofit boards, including the Santa Fe Institute, Omega Institute, Harvard Divinity School Dean's Council, and Wellesley Centers for Women. She earned a Master of Theological Studies from Harvard Divinity School and a B.A. from Wellesley College, and is a CFA charter holder.
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Going Beyond Megawatt Hour Matching
Katie Schmitz Eulitt leads the ISSB SASB Standards Investor Advisory Group, comprising over 60 leading global asset owners and managers – with >$53 Trillion AUM – supporting a global baseline standard for the communication of corporate performance on ESG issues relevant to the assessment of enterprise value to investors. This reprises similar roles Katie has played at the Value Reporting Foundation, prior to its merger with IFRS in August 2022 and at the Sustainability Accounting Standards Board prior to that. She also co-leads market engagement in Asia Pacific markets, with an emphasis on Japan, South Korea, and Singapore.
Katie worked with investment bank Salomon Brothers for over a decade in the US, Japan, and Hong Kong. Her experience in project development and finance spans the energy sector (both fossil fuels and renewables), the protection of forested lands, and water disinfection in developing markets.
She holds a BA in Japanese from the University of California, Berkeley, an MBA from l’Institut Européen d'Administration des Affaires (INSEAD) in Fontainebleau, France, an executive certificate in sustainability from the Presidio Graduate School of San Francisco, and a Global Competent Boards Designation.
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The ISSB: Building a Global Baseline
Kelly Goddard is the Chief Sustainability Officer and a Managing Director in Brookfield’s Renewable and Transition Group. In this role, Kelly is responsible for the global ESG strategy across renewable operations and the Brookfield Global Transition Fund, the world’s largest private fund dedicated to facilitating the global transition to net zero.Prior to joining Brookfield in 2021, Kelly worked at BP in a number of development, operations and strategy roles including most recently as Senior Vice President of Sustainability globally. Kelly holds a Master of Environmental Management with a concentration in Environmental Economics and Policy from Duke University.
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The Role of Private Equity in Decarbonizing Transitioning Assets
Kristen B. Sullivan is a partner with Deloitte & Touche LLP and leads Sustainability and ESG Services, working with clients to help address their sustainability and non-financial disclosure strategy needs. Kristen also serves as the Deloitte Touche Tohmatsu Limited’s Global Audit & Assurance Sustainability and Climate Services Leader and the Integrated Reporting Community of Practice Leader. Kristen brings extensive experience in delivering sustainability risk assessment, governance, strategy alignment, measurement, reporting, and assurance services. Given the growing market emphasis on the importance of ESG standards and frameworks, Kristen serves as a member of the Global Reporting Initiative (GRI) Community, the Sustainability Accounting Standards Board (SASB) Assurance Task Force, the Sustainable Stock Exchange (SSE) Initiative Corporate Working Group, and as Chair of the AICPA Sustainability Task Force. She previously served on the International Integrated Reporting Council (IIRC) Working Group. Kristen has authored a number of publications around the value of sustainability and ESG disclosure and assurance. She was #10 on the 2020 Top 100 Corporate Social Responsibility Influence Leaders list.Kristen has more than 25 years of experience with Deloitte, beginning her career in Deloitte’s Audit and Advisory Services, working in Deloitte’s National Office in several capacities, and working with the deputy CEO of Deloitte LLP focused on regulatory and public policy matters. Kristen is a CPA (CT, MO) and CGMA and earned SASB’s Fundamentals of Sustainability Accounting (FSA) Credential. Kristen completed the Berkeley Law Executive Education Certification: ESG: Navigating the Board’s Role. Kristen also serves as a member of the Eureka College Board of Trustees and the Financial Women’s Association. Kristen lives in Greenwich, CT, with her four year old daughter.
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Elevating ESG Data Quality In a New Regulatory Regime
Kristen Duda is a director at PwC, focused on the intersection of ESG and technology. As the lead for PwC’s U.S. joint business relationships and alliances for ESG technology, Kristen works with clients to build their strategic ESG roadmap. With over 19 years of experience in sustainability, Kristen has advised global companies on turning material business risks to value creation.Kristen holds a B.S. from the University of Illinois at Urbana-Champaign in Chemical Engineering and is a licensed professional engineer.
Kristy advises financial institutions and developers on project finance transactions in the renewable and clean energy, infrastructure, water, and transportation & transit sectors. Having advised on some of the largest and most complex project financings globally, her expertise includes analyzing financial, market, and credit risks, structuring and negotiating financial terms, and conducting due diligence on all aspects of a project. She has extensive experience with public- private partnerships, portfolio financings, expansion financings, complex multi-source financings, loan guarantees, and alternative project delivery methods. Her clients include lenders, governmental and commercial financial institutions, sponsors and borrowers, public sector/state-owned and private enterprises, and institutional investors. Ms. David received a Master of Arts in International Affairs with specializations in International Finance and International Energy Policy from Johns Hopkins University School of Advanced International Studies (SAIS). She received her Bachelor of Arts in Economics from New York University, where she graduated summa cum laude.
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The Power of Public-private Partnerships
Laura Weeks, Relationship Manager, U.S. Signatory Relations, Principles for Responsible InvestmentLaura Weeks is a Relationship Manager on the U.S. Signatory Relations team at the Principles for Responsible Investment (PRI). Laura has responsibility for supporting East Coast signatories in their advancement of Responsible Investing initiatives. Laura has over 17 years of experience in the finance industry, working in client relationship management roles supporting institutional investors. Prior to joining the PRI, she spent 15 years at Acadian Asset Management in various roles focused on relationship management, digital transformation strategic initiatives, and on working groups committed to ESG advancement and diversity, equity, and inclusion. Before joining Acadian, Laura supported global business development efforts at Wellington Management Company. Laura obtained her B.A. in International Relations from Boston University and her MBA from Simmons University. Laura has also achieved the CFA Institute Certificate in ESG Investing.
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Going Beyond the Basics: Investor Action on Biodiversity and Nature
Laura directs the Ambition 2030 initiative at Ceres, working to increase the ambition of corporate uptake of robust GHG emission reduction targets aligned with science, development of strategic plans to meet those targets, and disclosure of progress. Laura provides investors and companies with the business case for setting Science Based Targets (SBTs) and going Net Zero along with technical expertise to address challenges along the way. Before joining Ceres, Laura served as the first Sustainability Director at Amherst College where she successfully developed a plan that commits the college to carbon neutrality by 2030. Prior to Amherst, Laura worked at the World Resources Institute on the GHG Protocol team, where she helped develop the Corporate Value Chain Scope 3 and Product Life Cycle Greenhouse Gas Accounting and Reporting Standards. Laura has been recognized as an expert in life cycle assessment and has had roles supporting life cycle energy systems assessment with the U.S Environmental Protection Agency and Department of Energy.
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Creating and Implementing Climate Transition Action Plans
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Going Beyond the Basics: Investor Action on Biodiversity and Nature
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Investing in Climate Justice
Leo E. Strine, Jr., is Of Counsel in the Corporate Department at Wachtell, Lipton, Rosen & Katz. Prior to joining the firm, he was the Chief Justice of the Delaware Supreme Court from early 2014 through late 2019. Before becoming the Chief Justice, he served on the Delaware Court of Chancery as Chancellor since June 22, 2011, and as a Vice Chancellor since November 9, 1998.
In his judicial positions, Mr. Strine wrote hundreds of opinions in the areas of corporate law, contract law, trusts and estates, criminal law, administrative law, and constitutional law. Notably, he authored the lead decision in the Delaware Supreme Court case holding that Delaware’s death penalty statute was unconstitutional because it did not require the key findings necessary to impose a death sentence to be made by a unanimous jury.
Leo E. Strine, Jr., is Of Counsel in the Corporate Department at Wachtell, Lipton, Rosen & Katz. Prior to joining the firm, he was the Chief Justice of the Delaware Supreme Court from early 2014 through late 2019. Before becoming the Chief Justice, he served on the Delaware Court of Chancery as Chancellor since June 22, 2011, and as a Vice Chancellor since November 9, 1998.
In his judicial positions, Mr. Strine wrote hundreds of opinions in the areas of corporate law, contract law, trusts and estates, criminal law, administrative law, and constitutional law. Notably, he authored the lead decision in the Delaware Supreme Court case holding that Delaware’s death penalty statute was unconstitutional because it did not require the key findings necessary to impose a death sentence to be made by a unanimous jury.
For a generation, Mr. Strine taught various corporate law courses at the Harvard and University of Pennsylvania law schools, and now serves as the Michael L. Wachter Distinguished Fellow in Law and Policy at the University of Pennsylvania Carey Law School and a Senior Fellow of the Harvard Program on Corporate Governance. From 2006 to 2019, Mr. Strine served as the special judicial consultant to the ABA’s Committee on Corporate Laws. He also was the special judicial consultant to the ABA’s Committee on Mergers & Acquisitions from 2014 to 2019. He is a member of the American Law Institute.
Mr. Strine speaks and writes frequently on the subjects of corporate and public law, and particularly the impact of business on society, and his articles have been published in The University of Chicago Law Review, Columbia Law Review, Cornell Law Review, Duke Law Journal, Harvard Law Review, University of Pennsylvania Law Review, and Stanford Law Review, among others. On several occasions, his articles were selected as among the Best Corporate and Securities Articles of the year, based on the choices of law professors.
Before becoming a judge in 1998, Strine served as Counsel and Policy Director to Governor Thomas R. Carper, and had also worked as a corporate litigator at Skadden, Arps, Slate, Meagher & Flom from 1990 to 1992. He was law clerk to Judge Walter K. Stapleton of the U.S. Court of Appeals for the Third Circuit and Chief Judge John F. Gerry of the U.S. District Court for the District of New Jersey. Mr. Strine graduated magna cum laude from the University of Pennsylvania Law School in 1988, and was a member of the Order of the Coif. In 1985, he received his Bachelor’s Degree summa cum laude from the University of Delaware and was a member of Phi Beta Kappa and a Truman Scholar.
In 2000, Governor Carper awarded Mr. Strine the Order of the First State. In 2002, President David Roselle of the University of Delaware presented him with the University’s Presidential Citation for Outstanding Achievement. In 2006, he was selected as a Henry Crown Fellow at the Aspen Institute. In 2019, he was awarded an honorary degree from Washington College in Chestertown, Maryland.
For a generation, Mr. Strine taught various corporate law courses at the Harvard and University of Pennsylvania law schools, and now serves as the Michael L. Wachter Distinguished Fellow in Law and Policy at the University of Pennsylvania Carey Law School and a Senior Fellow of the Harvard Program on Corporate Governance. From 2006 to 2019, Mr. Strine served as the special judicial consultant to the ABA’s Committee on Corporate Laws. He also was the special judicial consultant to the ABA’s Committee on Mergers & Acquisitions from 2014 to 2019. He is a member of the American Law Institute.
Mr. Strine speaks and writes frequently on the subjects of corporate and public law, and particularly the impact of business on society, and his articles have been published in The University of Chicago Law Review, Columbia Law Review, Cornell Law Review, Duke Law Journal, Harvard Law Review, University of Pennsylvania Law Review, and Stanford Law Review, among others. On several occasions, his articles were selected as among the Best Corporate and Securities Articles of the year, based on the choices of law professors.
Before becoming a judge in 1998, Strine served as Counsel and Policy Director to Governor Thomas R. Carper, and had also worked as a corporate litigator at Skadden, Arps, Slate, Meagher & Flom from 1990 to 1992. He was law clerk to Judge Walter K. Stapleton of the U.S. Court of Appeals for the Third Circuit and Chief Judge John F. Gerry of the U.S. District Court for the District of New Jersey. Mr. Strine graduated magna cum laude from the University of Pennsylvania Law School in 1988, and was a member of the Order of the Coif. In 1985, he received his Bachelor’s Degree summa cum laude from the University of Delaware and was a member of Phi Beta Kappa and a Truman Scholar.
In 2000, Governor Carper awarded Mr. Strine the Order of the First State. In 2002, President David Roselle of the University of Delaware presented him with the University’s Presidential Citation for Outstanding Achievement. In 2006, he was selected as a Henry Crown Fellow at the Aspen Institute. In 2019, he was awarded an honorary degree from Washington College in Chestertown, Maryland.
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Monday Keynotes
Leslie Samuelrich has led The Green Century Funds since 2012 and is one of Barron's 100 Most Influential Women in Finance for 2023. She has more than 25 years of experience in corporate engagement and environmental and public health advocacy and her comments have appeared in The Wall Street Journal, Bloomberg, Reuters, Barron’s, Morningstar, the New York Times, and many other outlets. She is a former two term board member for the Forum for Sustainable and Responsible Investment (US SIF) and is on the Advisory Board of ESG Clarity. She is a guest lecturer on impact investing at The Wharton School.
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Proxy Voting: Rights & Responsibilities
Leslie Norton is editorial director, sustainability, at Morningstar, where she makes sustainable investing understandable to investors and the advisors who serve them. Previously, she was a writer and editor at Barron's, where she managed the magazine's well-known Q&A feature and launched its sustainable investing coverage. Before that, she was Barron's Asia editor and mutual funds editor. She serves on the board of Kundiman, a national nonprofit organization dedicated to nurturing generations of writers and readers of Asian American literature.
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Why Can't I Attract ESG Capital?
Lisa is an experienced leader with a demonstrated history of working in the philanthropy, education, nonprofit, technology, healthcare and retail industries. She is especially skilled in strategy development, implementation, operations and measurement models and has a passion for team development and change management. At Point B, Lisa specializes in social impact assessment and ESG strategy execution across business functions.
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Talking the Talk: Effective Communication Strategies
With a Ph.D. in Ecology from Duke University, extensive publications in leading academic journals, and recognition by Fortune magazine in its “40 Under 40” list, Dr. Joppa is a uniquely accredited voice for sustainability in the tech industry. In 2020, Dr. Joppa was named to Clarivate’s Highly Cited Researchers list in the environment and ecology fields. He is an Associate Editor in Chief for the Ecological Society of America’s EcoSphere journal and an honorary Fellow at the UN Environment Program World Conservation Monitoring Center (UNEP-WCMC), and he serves on the boards of leading scientific organizations. In 2017, he founded Microsoft’s AI for Earth program—a five-year, $50 million cross-company effort dedicated to delivering technology-enabled solutions to global environmental challenges. More recently Dr. Joppa led Microsoft’s ambitious plans to become a carbon negative, water positive, zero waste company and to build a new planetary computing platform that will transform the way we monitor, model, and manage Earth’s natural systems.
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ESG Data: A Defense Against Greenwashing?
Lynn Forester de Rothschild is a Founding and Managing Partner of Inclusive Capital Partners, an investment manager for the $1.5B Spring Fund, that seeks positively differentiated returns by deploying its governance skills and value investment discipline to improve environmental and societal performance of the business’ in which it invests. Until July 2020, she was Chief Executive of E.L. Rothschild LLC, a family office with interests in private companies, public markets and real estate. She is also the Founder of the Coalition for Inclusive Capitalism and the Council for Inclusive Capitalism with The Vatican, not-for-profit organizations that develop groundbreaking initiatives with global CEOs and distinguished leaders in government and civil society to catalyze actions that transform capitalism and make our economies and societies more inclusive, dynamic, sustainable and trusted.
Since 2000, Lynn has been a member of the Board of Directors and Nominating & Governance Committee of The Estee Lauder Companies. She has also served on the Boards of The Economist Group, Gulfstream, General Instruments, Bronfman-Rothschild and Weather Central. As part of her charity work, she sits on the Board and Executive Committee of the Peterson Institute for International Economics, the Advisory Board of Focusing Capital on the Long Term (“FCLT”), the McCain Institute for International Leadership and the ERANDA Rothschild Foundation (de Rothschild family foundation), and is a member of the Council on Foreign Relations and Chatham House.
Previously, she served as a member of the National Information Infrastructure Advisory Committee and the Secretary of Energy Advisory Board under President Clinton, and as a member of the United Nations Advisory Committee on Inclusive Financial Services (2006-2011).
Lynn is often a featured speaker at global forums and corporate and university events, including at the United Nations, World Bank, G20 Investor Forum, OECD, Swiss Re, Temasek, Bloomberg, University of Oxford, Tsinghua University, and Peking University. She has also published in The Financial Times, The Wall Street Journal, The New York Times and The Guardian. In 2007, Lynn was awarded the Commendatore Ordine al Merito della Repubblica Italiana. She graduated Magna cum Laude and Beta Kappa from Pomona College in Claremont, CA (1976) and from Columbia University School of Law, NYC (1980) with a Juris Doctor with honors (Harlen Fiske Stone Scholar).
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Tuesday Keynotes
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Biodiversity 101: Dependencies, Impacts and Opportunities
Margot Brandenburg is a senior program officer on the foundation’s Mission Investments team, focused on building and strengthening the infrastructure of the impact investment market—with an eye to shaping the broader capital markets. She has spent two decades working at the intersection of philanthropy, capital markets, and social and environmental justice. Prior to joining Ford, Margot served as founder and CEO of MyStrongHome, a benefit corporation delivering resilience finance services to homeowners across the Southeast and Gulf Coast of the US. Before that, she helped design and lead the impact investing initiative at the Rockefeller Foundation. She co-authored the book The Power of Impact Investing with former RF president Judith Rodin. While at Rockefeller, she also focused on job creation and issues of economic security for low-wage workers. Margot began her career in international microfinance and has worked with several community development finance institutions in the US. She serves on the boards of the Workers Lab, Brooklyn Cooperative Credit Union, and the Woodcock Foundation, and as an adviser to the National Domestic Workers Alliance as well as the National Energy Improvement Fund. She received a master’s in public affairs from the Woodrow Wilson School at Princeton University and holds an undergraduate degree from Stanford University.
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The Implications of ESG Pushback For Impact Investing
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New Opportunities in a New Era of Disclosure
Marieke Spence is founding Executive Director of Impact Capital Managers (ICM), which works to advance the performance of its members and to scale the private capital impact investing marketplace with integrity and authenticity. The network delivers value through its membership association - 100+ funds deploying $70B+ across 1500+ portfolio companies - and through field-building initiatives in collaboration with the affiliated ICM Institute. Together the organizations launched the Mosaic Fellowship, a competitive professional development program that has placed 66 top-performing graduate students from traditionally underrepresented backgrounds at ICM member funds as summer associates. With Achieve Partners, ICM is a producer of the Better Money, Better World podcast. Marieke was previously Director of the Global Philanthropists Circle at Synergos; Senior Consultant at TCC Group; and Assistant Director of Communications at the Council on Foreign Relations. Her work as a Summer Fellow at the William and Flora Hewlett Foundation led to the co-authored article “Environmental Impact Investing: Co-Managing the Ecological and Economic Household” with Jacob Harold, Joshua Spitzer, and Jed Emerson, published in Social Finance (Oxford University Press, 2016). Her thought leadership has appeared in the Stanford Social Innovation Review, The Foundation Review, and GrantCraft. Marieke holds a MALD in International Business and Communication from The Fletcher School at Tufts University and a BA from Brown University. She is an alumna of the inaugural Impact Investing Programme at Oxford University’s Said Business School. The Implications of ESG Pushback For Impact Investing
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The Implications of ESG Pushback For Impact Investing
Marilyn leads the Climate Finance Fund after most recently managing the climate and clean energy finance portfolio at the William and Flora Hewlett Foundation.
She has worked across four continents in renewable and nuclear energy and venture capital and investment. She previously led the energy practice at Village Capital, modeled and forecasted energy solutions to climate change as a Senior Research Fellow at Project Drawdown, and managed innovation projects at AREVA (now Orano and Framatome).
Marilyn serves on various boards, including the W Fund and the Kachuwa Impact Fund. She has advised government entities such as the Office of the California Governor through the State of California Advisory Group on Climate Risk Disclosure and the U.S. National Renewable Energy Lab (NREL) JEDI Committee.
She holds a Master’s Degree with distinction in Engineering for Sustainable Development from the University of Cambridge and a Bachelor’s of Science Degree in Civil and Environmental Engineering, magna cum laude, from Princeton University.
Marilyn is the author of Sustainability at Work: careers that make a difference and writes in a number of outlets, including the Financial Times, Forbes, and GreenBiz.
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Sustainability in the Boardroom: Developing Key Competencies
Marina Severinovsky is the Head of Sustainability, North America, and leads the sustainability and environmental, social and governance (ESG) integration for Schroders investments in North America. She collaborates with senior managers on market strategy, client communications, product development, sales, and investor management. Marina was previously the Investment Director for North America for the Quantitative Equity Products (QEP) team from 2020 and was responsible for communicating QEP’s investment policy and strategy with clients, as well as business management in the Americas. Prior to joining the QEP team, Marina was an Investment Strategist from 2016 to 2019, working in partnership with Hartford Funds to represent Schroders strategies to financial advisors and intermediaries across all client channels, primarily in the Central US region. Marina was an Alternatives Specialist at Schroders from 2010 to 2016, which involved supporting the development of Schroders’ Alternatives business in the Americas. Her product management activities covered multiple strategies, including Commodities, Absolute Return Emerging Market Debt and Insurance Linked Securities. Marina joined Schroders in 2010 and is based in New York. Prior to joining Schroders, she was an Associate in Investment Banking at Citi Capital Markets and Banking from 2008 to 2010, a Consultant and Client Relationship Manager at Digital Mandate, LLC from 2005 to 2007, and an Analyst at Chicago Partners, LLC from 2004 to 2005. Marina brings 18 years of professional experience to her role at Schroders, including economic analysis, research, and financial modeling, as well as product development, strategy, and client relationship management. She is conversationally fluent in Russian. Education: MBA in Finance/Management, Columbia Business SchoolBA in Economics (magna cum laude), Columbia University
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Can Retirement Assets Deliver Impact?
Biodiversity 101: Dependencies, Impacts and Opportunities
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Key Innovations in ESG Data Collection & Analysis
Matt Orsagh has been in the sustainability world for over twenty years. He was part of the original team that started GovernanceMetrics International (now part of MSCI) where he helped develop the first iterations of current ESG analysis. Orsagh spent the last 17 years at CFA Institute, pioneering ESG research and thought leadership, with an increasing focus on climate change, natural capital and degrowth. His report, Climate Chang Analysis in the Investment Process, was named best global ESG paper by Savvy investor in 2020. Orsagh's podcast The Sustainability Story has been named one of the top podcasts about corporate social responsibility. The podcast featured intimate conversations with thought leaders from the world of ESG integration and sustainability.
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A Look Under the Hood: ESG Labels
Matthew Rusk is Head of GRI North America, based in New York City. GRI is the independent, international nonprofit standard-setter that creates the global common language for impact reporting to foster transparency, organizational accountability, and informed decisions to advance sustainable development in the interest of all. The GRI Standards are the world’s most widely used standards for sustainability reporting that are used by 78% of the world's largest companies, over 11,000 organizations, and the majority of the Russell 1000. Matthew advances GRI’s mission by increasing regional knowledge and use of the GRI Standards by organizations of all sizes and types. He oversees the North American GRI Community of over 80 members committed to advancing corporate transparency and works with other corporates and service providers to raise awareness about the latest disclosure developments, best practices, and GRI resources including the GRI Professional Certification program, GRI Academy, GRI Certified software, and GRI Services. Matthew leads GRI’s North American external engagements with assorted constituency groups to build partnerships and collaborations between GRI and key stakeholders. Matthew joined GRI with over ten years of experience managing Sustainability and Corporate Social Responsibility strategy development, implementation, and reporting for organizations in various industries. He helped establish and promote new sustainable best practices and reporting standards in the entertainment industry by working with Disney, Warner Media, The Producers Guild of America, and others. Matthew worked on the advancement of sustainability and CSR programs in the fashion and design industry while serving as North American Sustainability Manager for Swarovski. He has a Bachelor's in business administration from Villanova University, an Executive MBA from Quantic School of Business and Technology, is a LEED Green Associate, and a GRI Certified Sustainability Professional.
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Understanding Double Materiality and the Two-Pillar Reporting System
Office Hours
Michele is Director of Sustainability at Equilibrium. Her 20+ years of experience in the environmental field includes CSR reporting, greenhouse gas inventory, sustainable sport and sponsorship programs, sustainable materials management, green building, and running a small business.
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Key Innovations in ESG Data Collection & Analysis
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Roundtable Lunches
Mike Hower is a sustainability and ESG communicator and connector committed to helping purpose-driven businesses and people unlock their full potential for positive impact. As founder and principal consultant at Hower Impact, he works with companies to translate sustainability strategy into stories that inform, engage and inspire investors, customers, employees, regulators, and other stakeholders in the service of social, environmental, and business goals.
Mike’s experience and expertise ranges from ESG strategy and reporting to sustainability communication strategy and engagement. Previously, he led client engagement at thinkPARALLAX, where he facilitated sustainability strategy and communication partnerships with companies such as Snap, Fossil Group, Neiman Marcus Group, Merck, Coupa Software and Sunnova, among others. Before that, he was a sustainability communication strategist at Edelman, where he worked with The North Face, HP, Kashi and others on sustainability communication strategy and engagement.
Beginning his career as a journalist, Mike has written for GreenBiz, Sustainable Brands and Triple Pundit. He continues to contribute to GreenBiz today, where he writes about the latest trends in sustainable business and communication.
Mike also is passionate about solving what he calls “the impact careers and connection crisis” and through his Impact Hired initiative works to convene, educate, and energize sustainability professionals of all levels.
He holds a Master's in Strategic Communication and Public Affairs from George Washington University and a Bachelor's in Political Science and History from the University of California, Davis.
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The Non-Negotiables: 5 Key Facets of a Strong ESG and Sustainability Strategy
Comms Summit Roundtable Lunches
As CPO, Mike Zamis leads all product management, marketing and Sphera’s U.S. Government business. Mike is responsible for the strategy and development of Sphera’s next-generation of Environment, Health, Safety & Sustainability (EHS&S), Operational Risk Management and Product Stewardship software offerings. He has over 15 years of experience managing large product teams delivering software products across a wide variety of industries. Prior to his current position, Mike was vice president, product management, for CCC Information Services Inc. and was focused on the company’s Auto Physical Damage solutions for both the insurance and automotive markets. Mike has also held a variety of positions in technical account management, product management and program management in the mobile devices business of Motorola Inc. Before Motorola, he worked at a project management consulting firm and, prior to that, he spent 10 years with a subsidiary of Duke Power engaged in selling and delivering engineering consulting services to the nuclear power industry. Mike holds a Master’s of Business Administration degree with concentrations in finance and strategy from the University of Chicago’s Booth School of Business and a Bachelor of Science degree in mechanical engineering from the University of Illinois at Urbana-Champaign. He was also a registered Professional Engineer in Illinois. Outside of work, Mike is an avid fly fisherman, scuba diver and traveler, and he likes to combine the three whenever possible.
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ESG Data: A Defense Against Greenwashing?
Molly Wood is a longtime business and technology journalist turned venture capitalist. She is a veteran of national media (Marketplace, the New York Times, and CNET/CBS) and a podcasting hall-of-famer. Currently, she is scouting and advising climate tech startups as a venture partner at Amasia, and is the founder and CEO of Molly Wood Media, where she is podcasting, writing, and advising companies around climate storytelling and financing trends.
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The Role of Private Equity in Decarbonizing Transitioning Assets
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Nethra Rajendran is the Sustainability Analyst at Greenbiz. She received her Bachelor’s degree in Management Information Systems with a double minor in Geography and Sustainability from the University of Georgia. She instructed a course at Brown University’s Environmental Leadership Lab in Alaska on sustainability and indigenous perspectives. She is passionate about environmental education, grassroots initiatives, intersectional solutions, and cooking plant-based meals.
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Circling Net Zero: Emission Reductions with Circular Strategies
Roundtable Lunches
Keynote Sidebar
Keynote Sidebar
Olivia Albrecht is CEO at Aspiration, a climate finance company offering consumers, businesses, and investors access to a portfolio of high-quality climate assets. She was appointed to her role to expand and transform Aspiration’s market position as a leader in the carbon market industry. In her prior role as Aspiration’s Chief Sustainability Officer, Ms. Albrecht led the development of one of the largest and highest quality portfolios of carbon removal projects in the industry.
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Buying Carbon Offsets Now and Planning for Later
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Tackling Financed Emissions: Developments in Global Emissions Monitoring
Patrick’s principal areas of practice are private equity, mergers and acquisitions and shareholder activism. Patrick is Co-Head of V&E’s Shareholder Activism practice, which advises public companies in competitive proxy solicitations, strategic investor relations, and corporate governance. He also counsels senior management, boards of directors, investment managers and both private equity and strategic investors in a wide variety of complex business transactions, corporate governance matters, strategic investor relations and other special situations. His experience includes advising clients in connection with shareholder activism related investments, hostile takeovers, public and private M&A transactions, strategic minority investments and corporate capital investments. Prior to joining Vinson & Elkins, Patrick practiced law at a leading shareholder activism law firm and a preeminent corporate law firm in New York City.
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Proxy Voting: Rights & Responsibilities
Peggy Smyth joined QIC in 2021 as U.S. Senior Advisor, Global Infrastructure, based in New York, and Chair of the CenTrio Board of Directors. She lined the partnership in 2022. Peggy leads our North American infrastructure investment team on investment strategy and asset management. Peggy brings deep experience in decarbonization and sustainability as well as extensive leadership experience in guiding transformations resulting in increased productivity, engagement, and performance across the energy, manufacturing, telecommunications and professional service sectors. She is the former Chief Financial Officer of National Grid U.S. – one of the world’s largest publicly owned energy companies – and is an Independent Director of Etsy (digital marketplace), Frontier Communications (digital) , Lilium (electric mobility) and Remitly (fintech for immigrants).As a noted authority on the role of finance executives in driving ESG, she was recently recognized by the Energy Inclusion Conference as one of the “100 Most Influential Women in Energy” and by GreenBiz News as one of its “20 C-Suite Sustainability Champions.” She also received the United Way of New York City’s Power of Women to Make a Difference Award in 2018. Peggy is a member of the Executive Committee of the Fordham University President’s Council and a member of the Board of Trustees and the Audit Committee of Concern Worldwide, Ireland’s largest aid and humanitarian organization. She is a dual citizen – US and Ireland (EU).
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The ISSB: Building a Global Baseline
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Why Protecting Biodiversity is Everything for Business
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Financing the Transition: The Path From Carbon-intensive to Carbon-free
Mr. Esposito is a Managing Director and Senior Counsel, ESG. He joined Apollo in 2020 in the Legal Department as the firm's first ESG Counsel. Prior to that, Mr. Esposito was an associate in the Private Funds Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP. Prior to that, Mr. Esposito was an M&A and private funds associate in the New York offices of two international law firms. Mr. Esposito previously served as a Jacobson Fellow in Law and Business at New York University Law School, and as a professional lecturer in law on the adjunct faculty at The George Washington University Law School.Mr. Esposito received his B.A. from Dartmouth College, his J.D. from Wake Forest University School of Law, and his. LL.M., with highest honors, in International and Comparative Law from The George Washington University Law School.
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A Recession Meets the ESG Talent War?
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Aggregate Confusion: Environmental and Social Preferences and Portfolios
Robyn Luhning is Wells Fargo & Company’s Chief Sustainability Officer, responsible for driving enterprise Environmental, Social and Governance (ESG) programs, and leading progress against the company’s climate and other sustainability initiatives. She is also leading the development of the Wells Fargo Institute for Sustainable Finance, which will serve as a hub for the bank’s climate-related programming and stakeholder engagement. Robyn joined Wells Fargo in 2011 in the company’s first full-time role focused on Environmental and Social Risk Management. Prior to her current role, she was Head of Strategy and Transformation for Public Affairs. Earlier in her career, Luhning advised Fortune 500 companies on sustainability and corporate responsibility strategy. She also held a variety of corporate responsibility roles for large companies and served as a Peace Corps volunteer in Madagascar. Luhning is a board member of Living Cities, a national organization focused on closing the racial income and wealth gaps in American cities. She also serves on the board of the Conservation Corps North Bay, a Bay Area-based nonprofit developing youth and conserving natural resources for a resilient, sustainable, and equitable community. Luhning earned a B.A. degree in environmental studies from New College, and a Master’s degree in environmental management from Yale University.
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Incentives and Investments: The Inflation Reduction Act
Rodrigo Bandeira, Head of Relationship Management & Product Development. Rodrigo is responsible for managing TIG’s client relationships and the development of TIG’s climate-positive forestry investment programs. Rodrigo brings extensive client service, business development and financial experience to TIG. Prior to TIG, Rodrigo worked with institutional investors to design and implement portfolio construction and manager selection solutions at Bridgewater Associates. While at Bridgewater, Rodrigo directed the development of a new portfolio analytics software platform and assisted in the creation of the company’s first dedicated Latin America capital raising program. Prior to Bridgewater, Rodrigo worked as an Investment Advisor at First Republic Investment Management. Rodrigo has lived and studied in the U.S. and Brazil, and he received a B.A. in Economics from Occidental College in Los Angeles, where he graduated Phi Beta Kappa and magna cum laude.
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Accelerating Forest and Nature Investment: The Forest Investor Club
Ron was previously president and chief operating officer of State Street, and before that, president and chief executive officer of State Street Global Advisors, the investment management arm of State Street. He joined State Street in 2015. Prior to State Street, Ron was president of Asset Management & Corporate Services for Fidelity Investments, responsible for all Fidelity asset management organizations and Fidelity’s corporate functions and enterprise technology. He served at Fidelity from 2010 to 2014. Before joining Fidelity, Ron served as president and chief executive officer of BNY Mellon Asset Management in Boston. During this time, he also served as vice chairman of Bank of New York Mellon Corporation. Additionally, Ron oversaw all of Bank of New York Mellon's activities in Asia. Prior to the 2007 merger of Bank of New York and Mellon, he was vice-chairman of Mellon Financial Corporation and president and chief executive officer of Mellon Asset Management. He served at Mellon and Bank of New York Mellon from 1997 to 2010. Prior to Mellon, Ron was with McKinsey & Company from 1986 to 1997 and was elected a partner in 1992. He founded the Investment Management practice and was co-founder of the firm's North American Personal Financial Services practice. Additionally, he was a member of the Property & Casualty Insurance practice. During his tenure with McKinsey, Ron served in the firm’s Boston, New York, and Stockholm offices. Ron serves on the boards of Unum Corp., Beth Israel Lahey Health, ABL Space Systems, The Boston Foundation, The Ireland Funds, IYRS School of Technology and Trades, Syracuse University, and WBUR. He also serves on the Federal Reserve’s Federal Advisory Council.
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Tuesday Keynotes
Ruth Rennie serves as Senior Director, Decision and Disclosure at WBCSD.
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Carbon Accounting Brings Climate Accountability
As Director, Land Use Finance with WBCSD, Ryan recently led work developing a set of climate scenarios enabling food, agriculture, and forest products companies to better understand their climate transition risks and opportunities. He has more than 20 years of experience designing and leading complex initiatives in international conservation and corporate sustainable development focused on nature, climate, and energy. He is a former corporate Director of Sustainability for a Fortune 500 technology company and International Development Officer with experience working in East Asia for more than 5 years on oceans, forests, and finance. Prior to his work with WBCSD, Ryan was Managing Director of the Midwest Row Crop Collaborative, a coalition of leading food & agriculture companies and NGOs working together on scalable solutions for regenerative agriculture.
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Accelerating Forest and Nature Investment: The Forest Investor Club
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Tackling Financed Emissions: Developments in Global Emissions Monitoring
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Can Retirement Assets Deliver Impact?
Sara brings 25 years’ experience in sustainable investment, systems-level investment, corporate responsibility and governance, environmental and social advocacy, and related research and strategy across three continents. Sara joined The Shareholder Commons (TSC) in 2020 as the Chief Strategy Officer. TSC is a non-profit organization that addresses social and environmental issues from the perspective of shareholders who diversify their investments to optimize risk and return. TSC addresses the divergence that often emerges between a company’s interest in maximizing its cash flows over the long term and its shareholders’ interests in optimizing overall market returns. TSC believes that in a free-market system, investors must establish universally applicable minimum standards for portfolio companies, so as to preserve essential social and environmental systems that undergird diversified investment portfolios. TSC promotes system stewardship through four interrelated initiatives: public advocacy, engaging investors, policies, and litigation. Sara began her career working for NGOs in the international development and disaster response fields. In 2001, she transitioned into Sustainable and Responsible Investment (SRI) research for the Investor Responsibility Research Center (IRRC), where she specialized in bioengineering and defense contracting research. After leaving IRRC, Sara spent several years at The Cadmus Group, an environmental consultancy. In 2005, Sara moved to Frankfurt, Germany to work as a Senior Sustainability Analyst for Fortis Investments’ SRI fund management team. Fortis Investments was acquired by BNP Paribas Asset Management during Sara’s tenure. Sara transitioned back to Washington, DC in 2011, where she launched her independent consultancy on sustainable investing and corporate responsibility.
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Sustainable Stewardship Success Stories
Sarah Norman is a Director and Head of Investment Strategy in the Chief Investment Office (CIO) for Merrill and Bank of America Private Bank. She is responsible for thought leadership and driving the strategic direction of the CIO Sustainable and Impact investment strategy through the investment process. Previously, Sarah delivered investment strategy implementation guidance through equities and equity-linked products, structured products, and alternative investments for Merrill Lynch Wealth Management’s Portfolio Solutions Desk. Additionally, Sarah developed international equity strategies for Morgan Stanley’s Portfolio Strategy & Research Group in New York and she began her career with Citi Smith Barney in London.
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The Power of Public-private Partnerships
As Chief Marketing Officer, Sarah is responsible for marketing strategy, brand management, innovation, digital and analytics for Manulife’s Global Wealth and Asset Management business. She drives global coordination and alignment on our customer experience transformation across retail, retirement, and institutional asset management channels.As the Global Chief Sustainability Officer, Sarah is responsible for leading the ongoing development and execution of Manulife’s sustainability, community investment and sponsorship strategy and oversees Manulife’s environmental, social & governance (ESG) reporting and disclosures. Prior to joining Manulife, Sarah was National Director of Risk Advisory & Strategy Consulting at Deloitte Canada. Previously, Sarah worked for Hitachi as the Senior Lead of the global Social Innovation business based in Japan. She has a PhD in Corporate Social Responsibility & Sustainability from the Centre for Corporate Governance at the University of Technology, Sydney (Australia), a Master’s in Management from Bond University, and a Bachelor of Science from Western University (Canada).Sarah serves on the Advisory Board of Capitalize for Kids and is a Faculty member at Competent Boards. She has two young daughters and enjoys cooking, golfing and skiing with her husband.
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Accelerating Forest and Nature Investment: The Forest Investor Club
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Carbon Accounting Brings Climate Accountability
ShareAction is UK-based charity that has been working for 16 years to build the movement for responsible investment. Simon leads ShareAction's work to build ambitious collaborative investor engagement initiatives to drive responsible business practices across issues including climate change, biodiversity, population health, and decent work. Prior to joining ShareAction, Simon built and led the social responsibility function at McKinsey & Company, a global management consultancy. While at McKinsey, he also worked with social sector organisations, advising global foundations and non-profits on strategy, governance and external relations. Simon previously served as a diplomat for the British government, including an overseas posting to Pakistan and as a private secretary to the Minister for Europe.
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Sustainable Stewardship Success Stories
Spencer Glendon works on helping people understand why and how a changing climate matters for civilization, and how incorporating climate awareness into our lives and organizations can increase the chances that the future is good. He helps lead Probable Futures which offers to develop vivid, resonant, and useful climate change tools and resources. Spencer also consults with organizations and leaders in education, science, industry, and finance on a pro bono basis and gives presentations to a variety of audiences.
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Monday Keynotes
Stefano is a Vice President and Senior ESG Research and Data Analyst at State Street Global Advisors. His responsibilities include leading State Street Global Advisors’ ESG research efforts, creating and maintaining SSGA’s ESG data architecture, building ESG-aligned quantitative models and investable solutions, complying with ESG regulatory requirements, engaging with clients, and writing sustainability-focused papers and thought pieces.
Prior to joining State Street Global Advisors in 2017, Mr. Maffina was a Research Associate at Calvert Investments and Calvert Research and Management. He also worked for the sustainability advocacy NGO Ceres, was employed by Tessolar, a renewable energy startup located in Cambridge, Massachusetts, and was a market and industry analyst for a multinational chemical company in Europe.
MBA from the University of Massachusetts Boston, BA and MA from the University of Verona, FSA Credential.
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Sponsored: Addressing the ESG Data Challenge for Financial Institutions
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Tackling Financed Emissions: Developments in Global Emissions Monitoring
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Accelerating Forest and Nature Investment: The Forest Investor Club
Stephen Lacey is a veteran business journalist, editor and audio producer. He's the executive editor and co-founder of Post Script Media, a media company focused on telling climate stories at the intersection of tech, business, and culture.
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Incentives and Investments: The Inflation Reduction Act
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Insurance on the Path to Net Zero
Prior to DevvStream, Sunny led innovation as VP of Ecosystem at Avnet. He was also the COO for Jooster and VP of Sales for Arrow Electronics where he re-designed a Corvette driven by a quadriplegic person. Sunny served as CEO for 9:Fish Surfboards and was an adjunct professor for Cal Lutheran University’s MBA program where he started the school’s technology tract. Sunny holds a B.S. and M.E in Engineering from Harvey Mudd College and an M.B.A. from Cal Lutheran University and holds several patents on electronic accessories for cell phones. A fun fact on Sunny is that he surfs 20-foot waves on the north shore of Hawaii.
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Suzanne leads Prologis’ ESG strategy, stakeholder engagement activities, public reporting, and strategic initiatives to continue to advance the company's leadership in ESG and logistics real estate. Working with groups across Prologis, Suzanne and her team advance the integration and scale of sustainability and social impact strategies and goals, including the recent launch of Prologis’ new net zero commitment. She proactively engages with investors, customers and other stakeholders, and partners closely with the company's finance, governance and IT teams on integrated ESG reporting and data strategies.Suzanne has more than 20 years of experience in the fields of corporate responsibility and sustainable investing. Prior to joining Prologis, Suzanne served as global director of corporate responsibility at Intel Corporation where she oversaw ESG disclosure and drove the development and launch of Intel’s 2030 corporate responsibility strategy and sustainability goals. During her tenure at Intel, she also led the company's human rights program, technology inclusion programs, and helped build the company's supply chain responsibility programs and disclosures. Prior to Intel, she served as vice president at Institutional Shareholder Services where she led the company’s social investment research division. Suzanne holds an M.B.A. from the W.P. Carey School of Business at Arizona State University and a B.A. from Trinity College in Hartford CT. She has served on multiple industry advisory boards over the past decade, and currently serves on the board of the non-profit Net Impact/Good Institute.
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Elevating ESG Data Quality In a New Regulatory Regime
As Chief Operating Officer, Ted Dillon leads Clean Energy Ventures’ expansion strategy and manages the functional operations of the firm. He also acts as senior marketing advisor and interim-CMO to the firm’s portfolio companies to support swift commercialization. Prior to joining Clean Energy Ventures, Mr. Dillon served as Managing Director for the marketing consulting firm Captains of the Industry, where he oversaw the firm’s profitability, drove business development, and led growth initiatives. Mr. Dillon has spent his career as an operations, growth, and marketing executive advising both global energy companies and early-stage climate tech startups, including MIT, First Wind, innogy (now E.ON), Apex Clean Energy, DNV GL, Nth Cycle, Advanced Ionics, and more. He has an Executive Certificate in Management & Leadership from MIT and a BA from Boston College.
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Venture Innovations to Reach Net Zero
Tej Vakta helps financial services institutions develop strategic vision and identify innovative solutions to enhance revenues and improve operations in the fast-paced global financial industry.
With industry experience in banking and capital markets, Tej has first-hand knowledge of financial standards and market trends to help financial firms leverage capabilities to enhance productivity and financial performance.
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ESG Data: A Defense Against Greenwashing?
Terese Decker is a Director at 3Degrees, where she helps corporate clients of all sizes plan for, set, and achieve credible climate goals. She focuses her work on ensuring her corporate clients' transition plans are measurable and actionable to make the greatest impact.Prior to joining 3Degrees, Terese was a Director at Guidehouse where she consulted utility clients on their energy reduction and resiliency plans.
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Creating and Implementing Climate Transition Action Plans
Thomas Yagel is the Chief Operating and Product Officer for S&P Global Sustainable1. In this role, he is responsible for setting strategy and leading key initiatives across ESG Technology, Content, Research, Solutions and Product. Prior to taking the position with Sustainable1 in 2021, Thomas led the Corporates business within Market Intelligence for six years, helping to double it during his tenure. At Market Intelligence, his teams were responsible for products such as TMT/451 Research, Commodities, Supply Chain/Panjiva, as well as critical go-to-markets like ESG and Digital Transformation for corporates segments.
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Key Innovations in ESG Data Collection & Analysis
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Unpacking Decision-useful Biodiversity Data for Investors
Complementary Characteristics: Impact and Financial Materiality
Val Smith was appointed Citi’s first Chief Sustainability Officer in 2019 and has helped grow sustainability efforts at Citi since 2004. She oversees Citi’s Sustainability & ESG team, with responsibility for the bank’s Sustainable Progress Strategy and priority initiatives, including the $1 Trillion Sustainable Finance Goal. Val is leading the development of Citi’s Net Zero Emissions by 2050 plan. She also leads Citi’s implementation of the Principles for Responsible Banking and guides its climate risk disclosure. Val is an advisor and spokesperson on sustainable finance, Taskforce on Climate-Related Financial Disclosures (TCFD) disclosure, stakeholder engagement, human rights, ESG integration and sustainability trends.Prior to joining Citi, Val spent a decade working in the environmental sector, including the National Audubon Society, Brainerd Foundation, and the Houston Advanced Research Center. She began her career with the United States Peace Corps, where she served for two years as an environmental specialist in Honduras.She serves on the board of Net Impact and is a member of the UNEP FI Global Steering Committee and the Aspen Institute Business & Society Leaders Forum. Val earned her MBA from the University of North Carolina-Chapel Hill and her BA in Environmental Science from the University of Virginia. She lives in Brooklyn with her husband and two sons.
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Banking on Net Zero: Proper Transition Planning
Veena Jayadeva is an Environmental, Social and Governance (ESG) leader with extensive experience in corporate philanthropy, employee engagement, inclusion and diversity, community outreach and program management. A former top-tier strategy consultant and nonprofit executive, she has spent 20+ years in the social impact sector. Veena is currently Head of Enterprise ESG at Guardian Life, supporting the company’s strategic priorities and leading their expanding ESG efforts. She also served as the Chief of Staff to the Chief Information and Operations Officer and was formerly Guardian's Head of Corporate Social Responsibility (CSR), driving social community investments, leading employee engagement, and supporting environmental sustainability.Prior to Guardian, Veena was a Vice President at Grameen America, a NYC-based microfinance institution that has invested over $3B in women-led micro- and small businesses across the country. Previously, Veena was a Consultant at the Boston Consulting Group (BCG), where she served clients in the financial services and healthcare sectors. She spent the early part of her career in international development, microfinance, and CSR in the United States and India at organizations including the World Bank, United Nations, and International Monetary Fund.Veena holds a M.B.A. from MIT Sloan School of Management, where she was a Seley Scholar, the business school’s highest merit award for “outstanding leadership, professional promise, high level of academic achievement and contribution to MIT Sloan." She holds a M.A. in International Economics and a B.A. in International Relations from Johns Hopkins University and participated in Columbia Business School's Senior Leadership Program for nonprofit executives. Veena is a member of the Board of Directors of Global Impact, the Board of Directors of BRAC USA, and the Corporate Leadership Council of CHC: Creating Healthier Communities.
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Accelerating Internal ESG Understanding
Virginia (Ginny) King is a geologist with over 33 years of global experience in the environmental field and is the subject matter expert (SME) for Natural Capital at Stantec. She has extensive experience in designing and executing natural capital strategies to achieve corporate ESG, sustainability, biodiversity and carbon goals domestically and globally. She has provided expertise in strategically resolving environmental liability involving multiple contaminants in groundwater and soils, including petrochemical and manufacturing sites, legacy mining sites, pipelines, and refineries utilizing natural capital and nature-based solution strategies. Additionally, she has provided Natural Resource Damage Assessment (NRDA) support, Net Environmental Benefit Analysis (NEBA) technical assurance, regulatory and stakeholder advocacy during incident responses for petroleum spills, derailments, and hazardous substance releases in the United States, the Caribbean and South America. She has provided NRDA and Natural Capital technical support on numerous complicated legacy sites domestically and globally and has led multiple teams of various levels of experience and disciplines to achieve environmental protection and sustainability, biodiversity protection, and carbon footprint offsets. She has extrapolated tools to support a range of Natural Capital projects across diverse portfolios from negotiating upstream permits, mitigation and biodiversity offsets, carbon footprint reductions, water resource management, through downstream resolution of environmental liability and lost use, contaminated land management, revitalization of redundant properties and value-generating divestments. She has provided extensive stakeholder engagement and regulatory guidance for state and federal policy development, rulemaking, and legislation processes including the United States Department of Defense and British Columbia Ministry of Environment and Climate Change.
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Why Protecting Biodiversity is Everything for Business
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The ISSB: Building a Global Baseline
Witold J. Henisz is the Vice Dean and Faculty Director, ESG Initiative and the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School, The University of Pennsylvania. His research examines the impact of political hazards as well as environmental, social and governance factors more broadly on the strategy and valuation of global corporations. This work analyzes best practices in corporate diplomacy to win the hearts and minds of external stakeholders as well as the measurement thereof. He has published over three dozen peer-reviewed articles in top-ranked journals in international business, management, international studies and sociology, is the author of the book “Corporate Diplomacy” and co-authored over twenty teaching cases. Witold has won multiple teaching awards and teaches extensively in executive education programs. He is currently a principal in the consultancy PRIMA LLC whose clients span multinational firms, asset managers, intergovernmental organizations and non-governmental organizations.
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ESG Data: A Defense Against Greenwashing?
Xinxin Wang leads MSCI’s research on ESG and climate solutions for the Americas, focusing on applied research and thought leadership on ESG and climate investing. She has served on the MSCI Executive Diversity Council, cofounded the firm’s Asian Support Network and headed the Boston office. Xinxin’s prior experiences include Credit Suisse, the Federal Home Loan Bank of Chicago and Fannie Mae. Xinxin holds an MBA from the University of Chicago and graduated from Harvard Business School’s General Management Program. She is a CFA® charterholder and GARP-certified FRM®.
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Sponsored: Addressing the ESG Data Challenge for Financial Institutions
Zach Solomon is the Co-Head of Public Finance, leading Morgan Stanley’s investment banking franchise for the public and not-for-profit sectors nationally. Prior to his current role, Zach led the Morgan Stanley’s Tax-Exempt Project Finance and Sustainable Infrastructure Group and worked in the National Public Infrastructure group, working with asset owners, developers and investors across the public and private sector to finance infrastructure assets throughout the United States. He is a graduate of Columbia Business School and Georgetown University.