Generating Alpha 2021 | Skytop Strategies | 20 October 2021 | TBA, New York, NY, United States

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 2020 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.

2021 Speakers

SPEAKERS:

Bonnie Lyn de Bartok
Founder & CEO, S Factor

Jeff Cohen
Institutional Product Strategist, SASB

Michael Garland
Assistant Comptroller – Corporate Governance and Responsible Investment, Office of New York City Comptroller

Bahar Gidwani, CFA, FSA
Co-founder & CTO, CSRHub

Alexis Kwon
Associate Director, AIMA

Sonia Ruiz
Consultant – Manager Research, RVK, Inc.

Winston Ma
Investor, Attorney, Author, and Adjunct Professor in Data Tech and Former Managing Director, China Investment Corporation

Joshua Linder
CFA, Credit Analyst, Fixed Income, APG, Asset Management US Inc.

Mark Hays
Director of Sustainable and Impact Investing, Glenmede Trust Company

Chad Hagan
Founder, Hagan Capital Group and Hagan Foundations

Tim Kavanaugh
Director of Investments, Mercy Investment Services

Richard Zimmerman
Advisor, WE Family Offices

Marcel Jeucken
Founder and CEO, SustFin Ltd.

Marcelo Jordan
Senior Portfolio Manager, ESG, World Bank Special Fund

Ethan Powell
Founder and CEO, Impact Shares

Juan Lois
Manager of Impact Investments, Wespath Benefits and Investments

Larry Beeferman
Director, Pensions and Capital Stewardship Project Fellow at the Labor and Worklife Program, Harvard Law School

Eric Israel
Financial and ESG Executive, ISOS

Bill Davis
Founder and Portfolio Manager, Stance Capital

Will Relle
Responsible Investment Consultant Associate, Mercer

Michael Carty
Investment Expert

2021 Sponsors and Partners

PROGRAM SPONSORS:
• Impact Shares
• S-Factor

NETWORKING PARTNERS:
• AIMA
• myboldly.com
• CAASA
• CSRHub
• GRESB