ESG Investing Conference 2022 - San Francisco | Pensions & Investments | 5 April 2022 | The Julia Morgan Ballroom, 465 California St, San Francisco, CA 94104, USA

ESG remains top of mind for many investors across a spectrum of critical factors. While momentum continues to gain with U.S. institutional allocators, there is still much to navigate, from basic taxonomy and the application of policies for newcomers in the space, to how to implement, benchmark and monitor strategies most effectively for veterans. Both groups need to keep a vigilant eye on evolving guidance and regulation, but it looks more and more like regardless of rulings, ESG investing is here to stay. The cracks in the system that have been exposed over the past 24 months give investors more opportunity to find unique solutions through their investments spanning a variety of approaches from engagement to divestment, impact to climate, DEI issues and more. This event will see institutional allocators discuss practical ways they are implementing ESG strategies across their portfolio to meet a variety of different needs and risk profiles.

Key Agenda Topics:
• Long-term considerations in constructing a portfolio that integrates ESG factors
• Innovative options in sustainable investing
• Climate strategies and current developments, building a resilient portfolio
• Incorporating D, E & I into your investment process/portfolio
• The future of ESG Investing

2022 Speakers

John Adler
Chief ESG Officer, NYC Office of the Comptroller

Galina Besedina
Senior Emerging Markets Equity Analyst/Portfolio Manager, Candriam

Kathleen Bochman
Managing Director of Research, ESG, Fidelity Investments

Hollie Briggs
Director of Product Management, Loomis, Sayles & Company, an affiliate of Natixis Investment Managers

Robert Buesing
Director, Senior Analyst for Consumer Staples/Durables, ClearBridge Investments

Michael Cappucci
Managing Director, Compliance and Sustainable Investing, Harvard Management Company

Joseph Cavatoni
Global Head of Sales & Regional CEO, USA, World Gold Council

Shaska Chirinos
Senior Specialist, UN Principles for Responsible Investment (PRI)

Andrew Collins
Director of ESG Investing, San Francisco Retirement System

Derek Deutsch
Managing Director, Portfolio Manager, ClearBridge Investments

Mark Doherty
Senior Director of Investments, San Francisco Foundation

Maria Elena Drew
Director of Research, T. Rowe Price

Amber Fairbanks
Portolfio Manager, Mirova, an affiliate of Natixis Investment Managers

Hayden Gallary
Investment Managing Director, Cambridge Associates

Nili Gilbert
Vice Chairwoman, Carbon Direct

Kimberly Gifford
Vice President, Portfolio Analyst, ClearBridge Investments

Arthur Guimaraes
Chief Data and Operating Officer, University of California

Nickol Hackett
CIO and Treasurer, Joyce Foundation

Brian Hellmer
CIO, Global Public Market Strategies, State of Wisconsin Investment Board

Sarah Hinman
Senior Consultant, The Wealth Office, Fiducient Advisors

Terry Heymann
CFO and Head of ESG Initiatives, World Gold Council

Daniel Ingram
Senior Vice President, Wilshire

Carol Jeppesen
Head of US Signatory Relations, UN Principles for Responsible Investment (PRI)

Melissa Kahn
Managing Director, Retirement Strategist, DC, State Street Global Advisors

Micah Kessel
Researcher, Designer, and CEO, Empathable

Matt Lawton
Portfolio Manager, Fixed Income Division, T. Rowe Price

Max Messervy
Principal, Senior Sustainable Investment Consultant, Mercer

Bhakti Mirchandani
Managing Director, Responsible Investing, Trinity Church Wall Street

Dulari Pancholi
Principal, Director of Credit and Multi-Asset; Co-Head of NEPC’s Impact Investing Committee, NEPC

Nedelina (Nina) Petkova
Senior Consultant, NEPC

Debra Roberts
CIO, Maryland Teachers Supplemental Retirement Plans

Leola Ross
Deputy CIO and Head of ESG, Seattle City Employees’ Retirement System (SCERS)

Andrew Siwo
Director of Sustainable Investments and Climate Solutions, N.Y. State Common Retirement Fund

Chavon Sutton
Senior Investment Director, Sustainable & Impact Investing, Cambridge Associates

Roy Swan
Chief Sustainability Officer, The Ford Foundation

Daniel Tremblay
ESG Strategist, Fidelity Investments

Catherine Ulozas
CIO, Drexel Endowment

Rekha Vaitla
Director - Porfolio Risk Analytics, Office of the Illinois State Treasurer

Nathalie Wallace
Global Head Sustainable Investment, Natixis Investment Managers

Robert Walker
Managing Director Global Head of Asset Stewardship, Strategy, State Street Global Advisors

Hannah Whang
Director, Senior Research Analyst for Industrials, ClearBridge Investments

Lindsey White
Director, Investor Network, Ceres

Ming Yan
Investment Managing Director, Deputy Chief Investment Officer, Cambridge Associates

2022 Sponsors

• Candriam
• ClearBridge Investments
• Fidelity Investments
• Natixis Investments Managers
• State Street Global Advisors
• T.Rowe Price

ASSOCIATE SPONSOR:
• World Gold Council

PARTNER:
• CFA Society San Francisco