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A Member of the CFA Institute Global Network of Societies

 ESG Asset Owners Summit

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Join us on April 16, 2020 for CFA Society Washington, DC’s 2nd Annual ESG Summit to hear from asset owners, asset managers, thought leaders, academics and researchers leading the charge on environmental, social and governance (ESG) investing trends. This 1-day Summit will take place during the week of the Spring Meetings of the Boards of Governors of the World Bank Group (WBG) and the International Monetary Fund (IMF) in Washington, DC.

Since 2011, The Governance & Accountability Institute has tracked the percentage of companies in the S&P 500® Index that publish sustainability reports, reporting dramatic growth over the past decade. As of 2018, 86% of S&P-listed companies published reports, compared to only 20% in 2011.  This emphasis on reporting is in direct response to investors, who are increasingly calling for ESG as a guidepost. Learn about the future of the sustainable investing industry at our 2nd Annual ESG Asset Owners Summit.

The agenda includes 20+ speakers and multiple panel sessions that will engage and enlighten attendees through a mix of discussions and Q&A. You’ll gain new global perspectives, insights into unique challenges and network with industry leaders.

Who should attend?
  • Asset Owners
  • Asset Managers 
  • Financial Advisors
  • Investment Professionals
  • Portfolio Managers
  • Wealth Managers
  • Analysts
  • Researchers
  • Members of mission-driven organizations
  • Others who share a common interest in sustainable, responsible, and impact investing
*This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society Washington, DC’s code of conduct. Seats are limited to investment professionals only.

 Speakers

We are delighted to announce our speakers:

Catherine BanatManaging Director, US Responsible Investing, RBC GAM-US

Libby Bernick, Head of Sustainability, Morningstar 

Derek Lee Bills, CFA, Head, Investment Office, International Monetary Fund (IMF)

David Blood,  Co-Founder and Senior Partner, Generation Investment Management

Mark Campanale, Founder & Executive Director, Carbon Tracker Initiative

Lauren Compere, Managing Director, Director of Shareholder Engagement, Boston Common Asset Management 

Michael Davis, Head of Defined Contribution Plan Specialists, T. Rowe Price

Michelle Edkins, Managing Director, Global Head of Investment Stewardship, BlackRock

M. Nicolas J. Firzli, Director-General, World Pensions Council

Sonja Gibbs, CFA, Managing Director and Head of Sustainable Finance, Global Policy Initiatives, Institute of International Finance

Robert L. Greene, President & CEO, National Association of Investment Companies - NAIC

Hank H. Kim, Esq., Executive Director and Counsel, National Conference on Public Employee Retirement Systems

Thomas Kuh, Ph.D., Head of Indexes, Truvalue Labs

Rakhi Kumar, Senior Managing Director, Head of ESG Investments and Asset Stewardship, State Street Global Advisors

Dia Martin, CFA, Managing Director, U.S. International Development Finance Corporation

Andrew C. Palmer, CFA, Chief Investment Officer, Maryland State Retirement and Pension System

Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission

Frédéric Samama, Head of Responsible Investment, Amundi

Marc Siegal, Partner, Financial Accounting Advisory Services, EY

Fiona Stewart, CFA, Global Lead Insurance and Pensions, The World Bank

Patrick Temple-West, Journalist, Financial Times 

Gabriel Thoumi, CFA, FRM, Director of Financial Markets, Planet Tracker

Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment 

 ‭(Hidden)‬ Event Partners

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 Registration

Date & Time
Thursday, April 16, 2020
8:00 AM - 6:00 PM

Location
Ronald Reagan Building and International Trade Center
1300 Pennsylvania Ave NW, Washington, DC 20004

Metro
Federal Triangle (Orange/Blue/Silver lines) is on-site, or Metro Center (Red) is two blocks away.

Click here for map

Registration
CFAW Members: $195.00
Non-Members: $325.00

CFA CE Credits: 6

 Keynote Speakers

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Global Head of ESG Research,
MSCI

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President and
Chief Executive Officer, 
Calvert Research and Management

 Sponsorship

Thank You to Our Sponsors

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For additional information about sponsoring this event, please contact:

Bill Scott, CAE
(202) 872-4310 x2