Upcoming Events

Sustainable Investing Webinar: Managing the ESG Backlash: Investor Implications and Opportunities

This month we are hosting a virtual panel discussion exploring the focus that the use of ESG in investment processes continues to receive in the US. During the hour, we will examine the associated challenges and look at ways that investors can address them.  Joining us on the panel are Josh Lichtenstein, Partner and Head of ERISA Fiduciary Practice at global law firm Ropes & Gray, and Dazzle Bhujwala, Senior Director at Ceres, a sustainability nonprofit advocacy organization. The moderator for this panel is Fionna Ross, Head of Americas Sustainability Institute at abrdn and CFAP SITLG Program Committee Member.    About our panelists:     Josh Lichtenstein, Partner and Head of ERISA Fiduciary Practice, Ropes & Gray LLP  Josh is based in New York and heads Ropes & Gray’s ERISA fiduciary practice. He focuses on finding creative and practical solutions to issues involving the investment of plan assets in a constantly evolving asset management landscape. His expertise includes the DOL’s evolving fiduciary standards and guidance on plan investments and ESG considerations, as well as fiduciary governance best practices and litigation risks.    Dazzle Bhujwala, Senior Director, Ceres  Dazzle is a sustainable investing advisor and net zero strategist. He supports institutional asset owners and asset managers in advancing investment practices and policies related to key sustainability issues including climate change, biodiversity, and water. Dazzle conceptualized and led the Private Equity Working Group that supports general partners and limited partners with climate-centric investment frameworks and tools to assess and manage climate risks and opportunities. He has also led the management of the Net Zero Asset Managers initiative (NZAM). 

12th Annual Endowments and Foundations Conference

CFAP is proud to host its twelfth annual program focused on endowments and foundations. This day-long conference will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance. The conference will address many of the pressing issues facing endowments, foundations and other philanthropic concerns. Topics to be addressed at the conference include: Behavioral Finance Impact Investing and ESG Asset Allocation Strategies Current OCIO Trends Board Governance A complete agenda with panelists and topics will be available soon.    Our Keynote speaker is Lawrence “Larry” McDonald. Larry is a New York Times bestselling author, CNBC contributor, and Political Risk Expert. He is the creator of The Bear Traps Report, a weekly independent Macro Research Platform focusing on global political and systemic risk with actionable trade ideas.   The full conference agenda with panel topics and speakers will be available soon.  We expect approximately 150 professionals to attend the conference, representing over 80+ organizations. The audience is a mix of investment management professionals, non-profit executives, attorneys and other professionals who are passionate about mission-driven work.  A number of corporate sponsorship opportunities are available for the conference. Click here to view a Sponsor Sheet with sponsor levels and benefits. The conference includes a full day's worth of programming, breakfast, lunch, and morning and afternoon networking breaks. Registration: CFA Members (all societies): $125.00 Non-Members: $220 Non-Profit Professionals: $50.00