Pension Bridge ESG Summit 2021 | Pension Bridge | 23 February 2021 | Virtual Event

Pension Bridge ESG Summit 2021: creating a safe environment for critical learning and debate

Following the successful launch of the Pension Bridge ESG Summit last February, we are once again preparing to bring together investors, consultants and managers to discuss how ESG is impacting on our industry - with our next virtual event.

With ESG considerations increasingly influencing investor allocation decisions, especially with D&I becoming a major factor in the current climate, we are expecting a surge of interest from investors, consultants and managers anxious both to understand and inform investment sentiment, and of course to forge new relationships with like-minded individuals and organizations.

The 2021 edition is expected to address the following issues:

• Diversity and Inclusion: The role of investors and managers in driving change
• Impact Investing: Can it be institutionalized and what structures work best?
• Climate Change: Understanding how and when these issues will impact your portfolios
• Corporate Governance: The evolving role of investors in holding firms to account
• How are US investors starting to roll out ESG programs and why is there still hesitation?
• What lessons can North American institutions learn from their European counterparts?
• The awkward questions to ask when assessing manager ESG credentials
• Investing in Emerging Markets through an ESG lens

We will reveal our key speakers over the next few weeks, but we expect an exceptionally strong line up of the most prominent and influential thinkers on ESG from across the investment world.

Taking place for the first time in a virtual environment, this February’s Pension Bridge ESG Summit will use new technology to ensure you can participate in all aspects of the event, with dynamic Q&A sessions, interactive audience polls, as well as having dedicated time during one-on-one meetings to speak to other organizations that work in similar strategies or across similar remits.

Once again, we will provide a controlled attendance structure with over 300 institutional investors and consultants expected, and only a maximum of 100 manager firms permitted. Access is free to LPs.

2021 Speakers

KEYNOTE:

Anne Simpson
Managing Investment Director of Board Governance and Sustainability, California Public Employees' Retirement System

Claudia Kruse
Managing Director of Global Responsible Investment and Governance , APG Asset Management

SPEAKERS:

Tamara Larsen
Executive Director, Mission-Aligned Investing, Agility

Heidi Poon
Managing Director of Private Equity, Aksia

Meredith Jones
Partner & Head of Emerging Manager Research, Aon Hewitt Investment Consulting

Peter Hobbs
Managing Director, Head of Private Markets, bfinance

Aaron Filbeck
Director, Global Content Development, CAIA

Mark Wood
Senior Vice President US Equities, Callan

Ben Meng
Former Chief Investment Officer, California Public Employees' Retirement System

Kirsty Jenkinson
Investment Director, California State Teachers' Retirement System

Liqian Ma
Head of Impact Investing Research, Cambridge Associates

Beth Richtman
Co-Founder & Managing Partner, Cyan Capital Partners

Cate Ambrose
Chief Executive Officer, EMPEA

Michael McCauley
Senior Officer, Investment Programs & Governance, Florida State Board of Administration

Amit Bouri
Chief Executive Officer, GIIN Global Impact Investing Network

Paul Yett
Director of ESG & Sustainability, Hamilton Lane

Kate Murtagh
Chief Compliance Officer & Managing Director, Sustainable Investment, Harvard Management Company

Tara Mason
Senior Manager, Enterprise Investments, Health Care Service Corporation

Michael Frerichs
State Treasurer; Trustee, Illinois State Treasurer’s Office; Illinois State Board of Investment

Rodney June
Chief Investment Officer, Los Angeles City Employees Retirement System

Ben Mohr
CFA, Director of Fixed Income, Marquette Associates

Mika Malone
CAIA, Managing Principal, Consultant, Meketa Investment Group

Oliver Fadly
Research Consultant, Private Markets, NEPC

Anna Totdahl
Investment Officer, ESG & Sustainability, Oregon State Treasury

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

Susan Oh
Director of ESG research and Currency Hedging, Pennsylvania Public School Employees' Retirement System

Ophir Bruck
Relationship Manager, Principles for Responsible Investment

Andrew Junkin
Chief Investment Officer, Rhode Island Employees Retirement System

Andrew Collins
Director, ESG Investing, San Francisco Employees' Retirement System

Paul Desmarais III
Chairman and Chief Executive Officer, Sagard Holdings

Maureen O'Brien
Vice President, Corporate Governance Director, Segal Marco

Jeff Cohen
Institutional Product Strategist, Sustainability Accounting Standards Board

Indranil Ghosh
Chief Executive Officer, Author, Tiger Hill Capital

Herman Bril
Director, United Nations Joint Staff Pension Fund

MANAGER SPEAKERS:

James Rich
Senior Portfolio Manager, Aegon Asset Management

Tegwen Le Berthe
Head of ESG Scoring & Methodology, Amundi Pioneer

Robert H. Lynch, Jr
Managing Partner, Co-Founder and Chief Risk Officer, Aristeia Capital

Alison Cuthbert
Client Service Manager, Baillie Gifford

Julie Wong
Managing Partner, Co-Head of Global Capital Raising, BentallGreenOak

Tim Leary
Senior Portfolio Manager, BlueBay Asset Management/RBC

Kristi Mitchem
Chief Executive Officer, BMO Global Asset Management

Mark Parsons
ESG Champion and Portfolio Analyst, Global Emerging Markets Equities, BNP Paribas Asset Management

Tim Coffin
Senior Vice President, Director of Sustainability, Breckinridge Capital Advisors

Hellen Mbugua
Vice President & Senior ESG Analyst, Calvert Research and Management

Michael Hoverman
Managing Director, CIM Group

Elisa Mazen
Managing Director, Head of Global Growth, Portfolio Manager, Clearbridge Investments

Daniel Connell
Director, Commonfund Capital

Tracy McHale Stewart
Chief Executive Officer, Corbin Capital Partners

Anders Misund
Partner, EQT Partners

Martin Jarzebowski
Director of Responsible Investing, Federated Hermes

Tony Campos
Head of Sustainable Investments, FTSE Russell

Alex Veroude
CFA, Chief Investment Officer (US), Insight Investment

Hamish Chamberlayne
Head of Global Sustainable Equities | Portfolio Manager, Janus Henderson Investors

Ama Seery
Sustainability Analyst, Janus Henderson Investors

Juan Lois
Solutions & Product Innovation, North America Strategist, JP Morgan Asset Management

Julie Gorte
Ph.D., SVP, Sustainable Investing, Impax Asset Management LLC

Ian Simm
Founder and Chief Executive, Impax Asset Management Group plc

Chris Kaminker
Head of Sustainable Investment Research & Strategy, Lombard Odier Asset Management

Laina Draeger
Portfolio Manager, Principal and the Chair of Responsible Investing Solutions Group, Los Angeles Capital Management

Brooks Preston
Managing Director, Macquarie Group

Vipon Ghai
Senior Managing Director and Global Head of Private Equity and Credit, Manulife Investment Management

Jim Landau
LEED AP, Head of Environmental, Social & Governance - Real Estate & Agricultural Finance, Metlife

Greg Racz
President and Co-Founder, MGG Investment Group

Barney Schauble
Chairman, Nephila

Andrew Parry
Head of Sustainable Investment, Newton Investment Management

Deirdre Cooper
Co-Head of Thematic Equity, Ninety One

Eugenie Cesar-Fabian
General Counsel and Chief Compliance Officer, Palladium Equity Partners

Ben Allen
Chief Executive Officer & Portfolio Manager, Parnassus Investments

John Bates
Head of Emerging Markets Credit Research, PineBridge Investments

Leon Saunders Calvert
Head of Sustainable Finance, Lipper and I&A Insights, Refinitiv

Sarah Bratton Hughes
Head of Sustainability, North America, Schroders

2021 Sponsors and Partners

SPONSORS:
• 400 Capital
• Aegon Asset Management
• Amundi
• Aristeia Capital
• Baillie Gifford
• Bentall Green Oak
• BMO
• BNP Paribas Asset Management
• Breckinridge Capital Advisors
• Bridge Investments Group
• Calvert
• CIM
• ClearBadge
• Commonfund
• Corbin Capital Partners
• DSC Meridian Capital
• EQT
• Federated Hermes
• FTSE Russell
• Goldman Sachs Asset Management
• IMPAX Asset Management
• Insight Investment
• J.P Morgan
• J.P Morgan Asset Management
• Janus Henderson Investors
• Landmark Partners
• Lombard Odier
• Los Angeles Capital
• Macquarie
• Manulife
• Metlife
• MFS
• MGG Investment Group
• Natixis Investment Managers
• Nephila
• Newton
• Ninety One
• Nomura
• Palladium
• Palmer Square Capital Management
• Parnassus Investments
• PineBridge Investments
• Principal
• RBC Global Asset Management
• Refinitiv
• Schroders
• Wells Fargo Asset Management
• White Oak

SUMMIT PARTNERS:
• CAIA Associartion
• EMPEA
• ILPA
• Savvy Investor