PEI Responsible Investment Forum 2021 - New York | PEI Media | 3 March 2021 | Virtual

The Responsible Investment Forum returns for its fifth year as a virtual event to bring together the most sophisticated LPs, GPs and associations to discuss why, when, and how your firm should be implementing an effective ESG strategy.

ESG issues are at the heart of all PEI’s editorial coverage, with our reporters consistently following and scrutinizing the ways in which managers in the US are adopting responsible investment practices and what LPs are looking for as they consider investing in private equity. PEI, partnering with the Principles for Responsible Investment (PRI), continues to prove itself as a thought-leader in this area, and is at the forefront of covering the growth of ESG in North American private equity.

Discussion topics:
• Bridging the LP-GP divide on ESG
• ESG reporting and metrics for success
• Focusing on diversity at the fund level and portfolio level
• Placing climate risk at the top of your agenda
• Human capital as a driving force for value
• ESG and the American Frontier
• The ESG and impact investing dynamic
• Engaging the United Nations Sustainable Development Goals (SDGs) as a strategic assessment tool
• Value creation with ESG
• LP expectations and focus in ESG due diligence

Platform highlights:
• Profile customization
• Create a personalized schedule by adding select sessions and face to face virtual meetings to “My Agenda”
• Want to meet list
• 1-on-1 networking meeting tools
• Interactive panel sessions with Q&A and discussion boards
• Automated reminders
• On-demand playback access to select sessions for up to 6 months

2021 Speakers

CHAIRWOMAN:

Carol Jeppesen, CAIA
Head of US, Principles for Responsible Investment (PRI)

KEYNOTE SPEAKERS:

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

Angela Miller-May
Chief Investment Officer, Chicago Teachers’ Pension Fund

Kip Kirkpatrick
Senior Partner, Co-Chairman & Co-CEO, Vistria

Marty Nesbitt
Senior Partner, Co-Chairman & Co-CEO, Vistria

MODERATOR:

Jordan Stutts
Senior Writer, Private Markets, PEI

Molly Smith
Environmental, Social, and Governance Consultant, Bridge House Advisors

Sarah Corrigan
Principal Consultant, ERM

Dan Mistler
Partner, Head of ESG Services, ACA Compliance

Ada Arevalo
Founder & CEO, iimpact capital

Chase Jordan
Vice President, Malk Partners

Jordan Stutts
Senior Writer for Private Markets, PEI Media

Meg Lentz, Vice President, Malk Partners

Chris Janiec
Americas Editor, Agri Investor

Michael Rohwer
Director, Information and Communications Technology, BSR

Peter Dunbar
Private Equity Senior Specialist, Principles for Responsible Investment (PRI)

Brooke Dillon
Senior Managing Consultant, Ramboll

Kirk Hourdajian
Head of ESG & Impact, Vista Equity Partners

PANELLISTS:

Matthew Hershenson
Head of Investor Relations, Paine Schwartz

Keren Raz
Sr. Responsible Investment and Governance Specialist, Global Responsible Investment and Governance Team, APG Asset Management

Candice Richards
Compliance Officer, MidOcean Partners

Marc Becker
Senior Partner and Co-lead of Impact, Private Equity, Apollo Global Management

Lisa Hall
Impact Chairperson, Private Equity, Apollo Global Management

Joanna Reiss
Partner and Co-lead of Impact, Private Equity, Apollo Global Management

David Natt
Senior Vice President Asset Manager, Avanath Capital Management

Arturo Sneider
Partner, Primestor

Adam Heltzer
Head of ESG, Ares Capital Management

Kristina Matthews
Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Jessica Thompson
Executive Director, Debt Investments, Deputy Head of North America Infrastructure Debt, IFM Investors

Mark Berryman
Managing Director, Impact Investing, Caprock

Antonio Marquez
Managing Partner & Founding Principal, Comunidad Partners

Megan Starr
Global Head of Impact, The Carlyle Group

Julia Wittlin
CFA, CAIA, FRM, Managing Director and Senior Portfolio Manager, BlackRock Private Equity Partners (PEP)

Jay Koh
Managing Director, The Lightsmith Group

Allison L. Spector
Director of Responsible Investment, Real Assets and Private Markets, Nuveen

Dean Alborough
Head of ESG, Old Mutual Alternative Investments (OMAI)

Sean Barr
Regional Vice President, EcoVadis

David Mott
Founding Partner, Oxford Capital

Sanjiv Shah
Managing Director, Emerging & Diverse Managers Team, Harbourvest

Paul Yett
Head of ESG & Sustainability, Hamilton Lane

Michael K. Dorsey
CEO & Co-Founder, Around the Corner Capital (USA), Managing Director, IberSun (Spain) & LP Pahal Solar

Tara Guelig
Director of Sustainability and Impact, The Lightsmith Group

Andrew Rodriguez
CEO & Chief Investment Officer, Change Finance

Bob Conlin
CEO, NAVEX

Erin Mulligan Nelson
CEO, Social Solutions

Rick Needham
Partner & Energy Sector Lead, The Rise Fund

2021 Sponsors

FOUNDING ESG SPONSOR:
• Malk Partners

LEAD SPONSOR:
• Ramboll

SPONSORS:
• ACA Compliance Group
• Bridge House Advisors
• Ecovadis
• ERM
• Paine Schwartz Partners
• Refinitive
• Schroders

SUPPORTING ASSOCIATIONS:
• BSR
• CDP
• Family Office Networks
• Global Infrastructure Investor Association
• GRESB
• Institutional Limited Partners Association
• NVCA