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3rd Annual ESG Summit [Webcasts]

Event Description

 ESG2021 Image.png

​3rd Annual ESG Summit
April 6, 7, & 8 | 11:30AM - 1:00PM ET

CFA Society Washington, DC is proud to announce the 3rd Annual ESG Summit – with a twist! Join us to hear from asset owners, asset managers, thought leaders and researchers charging forward on environmental, social and governance (ESG) investing. 

The Summit will be composed of three (3) virtual, interactive webcasts. The first two webcasts will each feature an exclusive keynote address followed by a multi-speaker panel session. In the third and final webcast, we invite you to turn on your cameras and participate in an interactive, topic-specific roundtable of your choosing. Attendees will dive deeper into the subject matter in small breakout rooms and explore concepts presented throughout the Summit. Registration includes all three webcasts in the virtual summit.

We have a great lineup in store for you – including distinguished keynote speakers Audrey Choi, CMO & Chief Sustainability Officer, Morgan Stanley, Jeremy Grantham, Co-Founder of GMO, and Mary-Catherine Lader, Managing Director, Head of Aladdin Sustainability at BlackRock. 

Reserve your spot now for the hottest annual CFAW conference and prepare to gain new perspectives, develop insights into unique challenges that exist in today’s financial markets, and connect with ESG stakeholders.

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.

Keynote Speakers:  
Audrey Choi Web Headshot.jpg
Chief Marketing Officer,
Morgan Stanley

Audrey Choi is Morgan Stanley’s Chief Marketing Officer and the firm’s first Chief Sustainability Officer.  She serves on the Firm’s Management Committee and is the founding CEO of Morgan Stanley’s industry-leading Institute for Sustainable Investing.

As Chief Sustainability Officer, Audrey oversees Morgan Stanley’s global efforts to promote sustainability through the capital markets. Over the last decade, she has been a pioneer in bringing sustainable investing into the mainstream. As Chief Marketing Officer, Audrey is responsible for stewarding the global brand to reflect the firm's core values of leading with integrity and exceptional ideas across its businesses and geographies.  

Jeremy Grantham.jpg

Jeremy Grantham is a co-founder of GMO, LLC, an investment management firm in Boston, predominately for large institutions. He is chairman of the board, and deals with long-term investment strategy.  His past white papers have covered issues beyond investment outlook, including financial ethics, deficiencies in capitalism, resource limitations and problems posed by changing climate. He earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School.

In 1997 Jeremy and his wife Hannelore established the Grantham Foundation for the Protection of the Environment which seeks to protect and improve the health of the global environment and to which they have committed approximately 98% of their net worth. The foundation’s grants focus on climate change and biodiversity conservation, with an emphasis on international initiatives.  

Mary - Catherine Lader.png
Head of Aladdin Sustainability, 

Mary-Catherine Lader is the Head of Aladdin Sustainability at BlackRock. Aladdin Sustainability drives development and commercialization of sustainable data, analytics and technology offerings for the firm and its clients. The group is a partnership between Aladdin, the firm’s fintech business, and BlackRock Sustainable Investing, which identifies drivers of long-term return associated with environmental, social and governance issues and creates investment strategies and client solutions to achieve sustainable investment returns. 

Qualifications: 4.5 hrs Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Investment Strategy and Process

Thank You ESG Sponsor:

CALVERT - Sponsor Logo.png

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Start Time

4/6/2021 11:30 AM

End Time

4/8/2021 1:00 PM





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Registration is now closed.

CFAW Members:   $85.00
Non-Members:      $125.00

*Registration includes access to all three webcasts


We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact with any questions. 

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations and Refund Requests
  • 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











4/6/2021 11:30 AM


Content Type: MyCFA Calendar
Version: 14.0
Created at 2/11/2021 1:13 PM by[CASMSTS:username]
Last modified at 4/1/2021 9:47 AM by