Generating Alpha 2019 | Skytop Strategies | 13 February 2019 | Edelman, 250 Hudson St, New York, NY 10013, USA

Companies have begun to implement ESG practices to reshape how they create value. This value manifests itself through returns in the equity selection process, as valuation models emerge to demonstrate those returns for institutional investors who seek out companies with strong ESG practices and ratings.

The 2019 program will address topline issues in the ways that allocators select investments through fund managers and through the advice of investment consultants.

Full-day discussion will include information on financial evaluations, portfolio allocations and how investment experts create portfolios using ESG factors as core drivers of value. The program will also address benchmarking (using indexes and other vehicles) to manage risk, volatility and other considerations facing institutional investors today.

2019 Speakers

Kyle Balkissoon
Partner, Stance Capital

Bridget Bearden
Researcher, DCIIA (Defined Contribution Institutional Investors’ Association)

Herbert Blank
President, Quant Pioneers LLC

Brian Chiappinelli
Co-Chair, President/Founder, Impact Direct Advisors LTD

Jeff Cohen
Product Strategist, SASB

Hernando Cortina, CFA
Director, Indexes & Analytics, JUST Capital

Kevin Eckerle
Director of Corporate Research & Engagement, NYU Stern Center for Sustainable Business

Jessica Elengical
Head of ESG Strategy, Alternatives, DWS

Eve Ellis
Financial Advisor and Portfolio Manager, Morgan Stanley

Olivia Engel
Senior Managing Director, Chief Investment Officer, Active Quantitative Equities, State Street Global Advisors

Jeffry Haber
Professor, Iona College LaPenta School of Business

Peter Kellner
Founder & CEO, Richmond Global Compass

Gerold Koch, CFA
Structurer for Institutional Mandate Solutions, DWS

Jared Landaw
Chief Operating Officer, General Counsel, Barington Capital Group

Charlotte Laurent-Ottomane
Executive Director, Thirty Percent Coalition

Abbott Lawrence
CFA, Analyst, Boston Common Asset Management

Mindy Lubber
CEO and President, Ceres

Paula Luff
Director, Sustainability and Impact, Inherent Group

Jon Lukomnik
Former Executive Director, IRRC Institute

Gianna McCarthy
Director, Corporate Governance New York State Common Retirement Fund

Ed Mullane
Editor, Acuris-Activistmonitor

Mona Naqvi
Senior Director, Environmental, Social & Governance (ESG) Indices, S&P Dow Jones Indices

Mariela Vargova
Senior Vice President, Rockefeller Capital Management

David Yeh
Managing Partner, Capitol Hill & Former Senior Advisor, White House

Richard Zimmerman
Advisor, WE Family Offices

2019 Sponsors & Partners

LEAD SPONSORS:
• Nasdaq

HOST SPONSOR:
• Edelman

PROGRAM SPONSORS:
• BOSTON ASSET MANAGEMENT
• DWS
• MSCI
• Richmond Global Compass
• S&P Dow Jones Indices
• State Street Global Advisors

NETWORKING PARTNERS:
• 100 Women in Finance
• BarclayHedge
• CDP
• CSRHUB
• Ethical Markets
• Gresb
• S.Network Indexes