CFA Society Boston Sustainable Investing Conference 2022 | CFA Society Boston | 29 November 2022 | Boston Park Plaza, 50 Park Plaza, Boston, MA 02116, USA

Our annual Sustainable Investing Conference has become a leading venue for exposure to innovation and best practices in this rapidly growing area of investment management. Designed to help mainstream professionals, this event brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. We present pertinent themes and connect those themes to professional practice and selectively include emerging areas of practice. And most importantly, attendees participate in a conversation including both asset owners and expert practitioners. Mainstreaming Sustainable Investing is our goal and mainstream investment professionals are our target audience. Attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. The organization and structure of the seminar consciously maintains the feel of a smaller forum to encourage conversations between speakers and attendees. At the same time, the diversity of the participants has been frequently cited as providing unique learning and networking opportunities.

2022 Speakers

Renee Connoll
Chief Diversity, Equity & Inclusion Officer and Head of Innovation HR Engagement & Inclusion, Merck KGaA

Guarav Trivedi
Head of Thematic and Macro ESG models, MSCI

Allen Xiao, CFA, CPA, FCSI
Deputy Chief Risk Officer, Amundi US

Deborah Kidd, CFA
Director, Global Industry Standards, CFA Institute

Spencer Glendon, Ph. D.
Senior Fellow, Woodwell Climate Research Center

Rick Lacaille
Executive Vice President, Global Head of ESG, State Street

MODERATOR:

Andrew Wetzel, CFA
Managing Director, Sustainable Investing, F.L. Putnam Investment Management Company

PANELISTS:

Michelle Buckley, CFA, CAIA
Vice President, Director of ESG Research, Boston Common Asset Management

Kristoff Nelson, CFA
Managing Principal, Director of Credit Research, Income, Research + Management

Rohit Shrivastava, CQF
Director of Equity Research & Portfolio Management, PanAgora Asset Management

Annie Chor Joyce
Managing Director, Head of ESG, Amundi US

Max Messervy
Head of Sustainable Investment, Americas, Mercer

Whitney Sweeney
Investment Director, Sustainability, Schroders

Anthony Eames
Managing Director, Responsible Investment Strategy, Calvert Research and Management

Sarah Bratton Hughes
Senior Vice President and Head of Sustainable Investing, American Century Investments

Michael W. McGrath, CFA
Asset Management and Investment Funds Partner, K&L Gates

Max Messervy
Head of Sustainable Investment, Americas, Mercer

2022 Sponsors

PLATINUM SPONSORS:
• Breckinridge Capital Advisors
• IMPAX
• Amundi

GOLD SPONSORS:
• MSCI
• Factset

SILVER SPONSOR:
• Stephen D. Cutler

SUSTAINABILITY SPONSOR:
• FLPutnam

LUNCH SPONSOR:
• IR+M

RECEPTION SPONSOR:
• Brown Advisory