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 Conference Details

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3rd Annual ESG Summit 2021
April 6, 7, & 8 | 11:30AM - 1PM 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, Chief Marketing Officer & Chief Sustainability Officer at 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


Jonathan Bailey, Managing Director, Head of ESG Investing, Neuberger Berman

Libby Bernick, CEO, Impact Cubed

Audrey Choi, Chief Marketing Officer & Chief Sustainability Officer, Morgan Stanley

Katie Schmitz Eulitt, Director of Investor Outreach, SASB

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

Will Goodhart, CEO, CFA Society UK

Jeremy Grantham, Co-Founder, Grantham, Mayo and van Otterloo (GMO)

Mary-Catherine Lader, Head of Aladdin Sustainability, BlackRock

Matthew Malone, CFA, Managing Director, Real Estate, FS Investments & Immediate Past Chair, CFAW

Stephanie Cohn Rupp, Principal & CEO, Veris Wealth Partners

Hannah Skeates, Co-head of Sustainable Investing, Wells Fargo Asset Management 

Lauren Smart,  Chief Commercial Officer, ESG, S&P Global

John Streur, President and CEO, Calvert Research and Management

Gillian Tett, Chair of the Editorial Board and Editor-at-Large, US, Financial Times

Gabriel Thoumi, CFA, FRM, Head of Plastics Programme & Director of Financial Markets, Planet Tracker

Kevin Walsh, Principal, Groom Law Group 

Nathalie Wallace, Head of ESG Strategy and Development, Mirova US

 Roundtable Topics

1. Developing on ESG Disclosure
  • Facilitated by John Streur, Calvert & Katie Schmitz Eulitt, SASB 

2. ESG Certificate, Skills and Knowledge
  • Facilitated by Will Goodhart, CFA UK 

3. ESG in the US: 2025
  • Facilitated by Gabriel Thoumi, CFA, Planet Tracker

 Thank You ESG Sponsors

For additional information about sponsoring this eventplease contact: 

Bill Scott, CAE
(202) 872-4310 x2


Date & Time
April 6, 7, & 8, 2021
11:30AM - 1:00PM ET

Location: Video Webcasts

CFA Institute PL Credits: 4.5

CFA Institute Competency Framework Skill: ESG Integration + Investment Strategy and Process

CFAW Members:   $85.00
Non-Members:      $125.00

*Registration includes access to all three webcasts. 

Registration is now closed.

 Keynote Speakers

We are delighted to announce our distinguished keynote speakers.

Audrey Choi - Title and Logo.png JG - Title and Logo.png MCL - Title and Logo.png

 Global Passport Program


We encourage visiting members to attend our local programs at the CFAW Member Rate. Contact with any questions. Welcome to CFA Society Washington, DC!