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ESG ASSET OWNERS SUMMIT: The Rise & Status of Sustainable Investing

Event Description

The Rise & Status of Sustainable Investing

Thursday, April 11, 2019 | 7:45AM – 5:30PM
​Renaissance Washington DC Downtown Hotel 
CFA Society Washington, DC invites you to join us at this informative and thought-provoking event to hear from top influencers, experienced investors, academics and researchers who are leading the charge on environmental, social and governance (ESG) investing trends. We have dedicated a full day to the rise and status of sustainable investing among asset owners. The agenda includes multiple panel sessions that will be engaging and enlightening with a mix of discussions and Q&A. You’ll hear from asset managers, asset owners, the World Bank Group as well as panels on  Global Perspectives on ESG Demand & Implementation, Measuring Sustainability and Big Alpha Data. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials.
The CFA Institute’s 2017 survey of CFA Institute members showed that 73% take ESG into account in their investment analysis and decisions. However, the survey also showed that many investors did not understand just what was meant by ESG integration or ESG investing and were seeking guidance on “how” to best integrate ESG factors in the investment process.  
This 1-day summit will answer your questions in this ever-growing area, provide insight and tools to help you integrate sustainable investing practices and provide valuable connections with speakers and attendees. 
Who should attend: asset owners, asset managers, financial advisors, investment professionals, portfolio managers, wealth managers, analysts, researchers, members of mission-driven organizations, and others who share a common interest in sustainable, responsible, and impact investing.


We are delighted to announce our speakers. 
Additional speakers will be announced as they are confirmed.

Keynote Speaker
Robert G. Eccles, Visiting Professor of Management Practice, Said Business School, University of Oxford
David Barrosse, Founder & CEO, Capstone
Kenneth Bertsch, Executive Director, Council of Institutional Investors 

Preeti Bhattacharji, Vice President of Integrated Capitals, The Heron Foundation
Atiyah Curmally, FI Global Sector Lead/Principal Environment and Social Specialist, International Finance Corporation (IFC)
Rui de Figueiredo, Co-Head and CIO of the Solutions & Multi-Asset Group, Morgan Stanley Investment Management
Ariane de Vienne,  Head of ESG Strategy - Americas, Institutional Shareholder Services (ISS)
Matthew DiGuiseppe, VP and Head of Americas on the Asset Stewardship Team, State Street Global Advisors
Timothy P. Dunn, CFA, CIO, Managing Member and Founder, Terra Alpha Investment, LLC
Nalini Feuilloley, Head of Canada, UN-supported Principles for Responsible Investment (PRI)
Sonja Gibbs, CFA, Managing Director, Global Policy Initiatives, Institute of International Finance (IIF) 
Jade Huang, Vice President and ESG Portfolio Manager, Calvert Research and Management
Evan Harvey, Director of Corporate Responsibility, Nasdaq
Sean Kidney, Co-Founder and CEO, Climate Bonds Initiative
Dinah A. Koehler, Equity Strategist and Director, UBS Asset Management
Olha Krushelnytska, Green Finance Specialist, The World Bank Group/The Global Environment Facility
Carole Laible, Chief Executive Officer,  Domini Impact Investments
Stephen Malinak, Chief Data and Analytics Officer, TruValue Labs 
Gianna McCarthy, Director of Corporate Governance, New York State Office of the Comptroller
Hiro Mizuno, Executive Managing Director and CIO, Japan's Government Pension Investment Fund (GPIF)
Matthew Orsagh, CFA, CIPM, Director of Capital Markets Policy, CFA Institute 
Anna Pot, Manager Responsible Investments, APG Asset Management
Heike Reichelt, Head of Investor Relations & New Product Development, Capital Markets Treasury, The World Bank Group 
Frederic Samama, Deputy Global Head of Institutional Clients, Amundi Asset Management Paris
Kate Starr, CFA, Chief Investment Officer, Flat World Partners​
Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, The World Bank Group
Gillian Tett, US Managing Editor, Financial Times
Gabriel Thoumi, CFA, Director of Capital Markets, Climate Advisors​
Diederik Timmer, Executive Vice President, Client Relations, Sustainalytics
Tim Youmans, Engagement Director, Hermes EOS
Michael Young, Manager of Education Programs, US SIF

*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.

Event Type

Society; Educational

Education Topic


Start Time

4/11/2019 7:45 AM

End Time

4/11/2019 5:30 PM





Event Country

United States

Event Region


Location Info

​Renaissance Washington DC Downtown Hotel 
999 Ninth St NW, 
Washington, DC  20001

Metro: Gallery Place- Chinatown (Green, Yellow & Red Lines)
Click here for map



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



​Click here to register

**Walk ins will not be accomodated
There will be no onsite registration on the day of the ESG Asset Owner Summit. Last day to ​register will be Thursday, April 4th, 2019.​​

**For CFAW Members 
Please login to receive member pricing.

**For CFAW Student/Candidate/Guest Members
Please Register as Guest​ and select the Student/Candidate/Guest Member ticket. Enter the member discount code before you check out. If you have any issues registering online, click here to email.

**For Non Members
Please Register as Guest and select the Non Member ticket. 
The online registration system should now work for most browsers. If you are having trouble with the online registration,​ ​please register here with a manual form: ESG ASSET OWNERS SUMMIT_Payment Form 4-11-2019.pdf ​​​​​

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to​.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to​​​ on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event
  • A $25 administrative fee will be applied to all cancellations
  • Refunds will not be issued for no shows ​​

All Day Event











4/11/2019 7:45 AM


Content Type: MyCFA Calendar
Created at 2/6/2019 9:50 AM by[CASMSTS:username]
Last modified at 3/19/2019 9:45 AM by