Values-Based Investing Forum 2023 | Institutional Investor | 24 October 2023 | Apella, 450 E 29th St, New York, NY 10016, USA

This year has proven to be an intense year for socially responsible advocates, with continued political polarization impacting how practitioners manage their agendas. Against this backdrop, where have investors and managers adapted towards building better portfolios? What are some of the lessons learned? II's Value in Responsible Investing Forum discusses and informs. We will bring together leading investors to create conversation and education with a singular common goal of improving outcomes for various stakeholders.

Join us for our events:

• Insights from Visionary CIOs: From Rhetoric to Action – Igniting Portfolios, Igniting Change
• Driving Alpha and Maximizing Risk-Adjusted Returns
• Factors in Decision-making and the Potential Impact on Risk, Return, and Long-Term Value Creation
• Standards that Shine: Across Asset Pool’s Various Backgrounds
• A New Paradigm: Green Building, Energy Efficiency, and Community Development
• Engagement and Active Ownership: LPs Role of Active Ownership and Engagement With GPs to Drive Positive Change
• Social Impact Measurement: Methods for Assessing the Social Impact of Organizations and Investments
• Unlocking Sustainable Growth: Investment Opportunities in Renewable Energy Sources
• Circular Economy in Action: Ethical Supply Chains, Innovations and Disruptions
• Inclusive Leadership: How Organizations Can Develop and Promote Inclusive Leadership at All Levels?
• Responsible Leadership: Barriers and Opportunities for Achieving Equality in Leadership Roles for better Stewardship

2023 Speakers

FORUM CHAIR:

David Holmgren
Investment Committee Member, Hartford Foundation

SPEAKERS:

Patrick Adelsbach
Partner, Co-Head Advisory Americas, Aksia LLC

Colin G. Ambrose
Chief Investment Officer, Mother Cabrini Health Foundation

Leena Bhutta
Chief Investment Officer, Doris Duke Foundation

Erin Bigley
Chief Responsibility Officer, AllianceBernstein

Patrick Blais
Senior Portfolio Manager, Fundamental Equity Team, Manulife Asset Management

Carol Chan
Deputy Chief Investment Officer, EY

Richard Chau
Chief Investment Officer, Tulane University

Georgia Clark
Senior Manager, Pension Investments (Private Equity & Real Estate), Raytheon Technologies Corporation

William Demas
Senior Managing Director & Head of Americas, Green Investment Group- Macquarie

Michelle Dunstan
Chief Responsibility Officer, Janus Henderson Investors

David Erickson
Chief Investment Officer, Ascension

Joseph Fazzino
Deputy Chief Investment Officer, Raytheon Technologies Corporation

Joshua Fenton
Director of Investments, The Leona M. And Harry B. Helmsley Charitable Trust

Neal A. Graziano
Managing Director, Private Investments (no PC), W.K. Kellogg Foundation

Nickol R. Hackett
Chief Investment Officer, Treasurer, Joyce Foundation

David Klassen
Chief Investment Officer, United Church of Christ Pension Boards

Chris Koler
Director of Investments, The Community Foundation for Greater New Haven

Michael Kreps
Principal, Groom Law Group

Matthew Lawton
Associate Portfolio Manager, T. Rowe Price

Daniel Leger
Managing Director, MGG Investment Group LP

Anthony Maniscalco
Managing Partner & Head of Strategic Capital Group (GP Investments), Investcorp Investment Advisors

Sylvester McClearn
Interim Director of the Emerging Manager Program, New York State Common Retirement Fund

Steven Meier
Deputy Comptroller-Asset Management & Chief Investment Officer, New York City Comptroller's Office

Renee Neri
Partner & Head of Americas Asset Management, Heidrick & Struggles

Kevin Nickelberry
Managing Director and Co-Head, Elevate Strategy, GCM Grosvenor

Petya Nikolova
Deputy Chief Investment Officer and Head of Infrastructure Investments, New York City Retirement Systems

Rich Nuzum
Chief Investment Strategist, Mercer

Michael O'Toole
Investment Professional, Pennsylvania Public School Employees' Retirement System

Erik Ogren
Managing Director of Investments, Carnegie Mellon University

Gaurav Patankar
CIO, MercedCERA

Leena Punjabi
Chief Investment Officer, F&G Annuities & Life, Inc.

Carlos A. Rangel
Vice President & Chief Investment Officer, W.K. Kellogg Foundation

Abdiel Santiago
Chief Investment Officer, Fondo de Ahorro de Panamá

Rajith Sebastian
Head of ESG and Sustainable Investing, New York State Insurance Fund

Josh Shannon
Vice President, Deputy Chief Investment Officer, Hershey Trust Company

Thomas Shippee
Associate Director, Hedging & Illiquid Assets, Raytheon Technologies Corporation

Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Tereza Hesounova Trivell
Director, Private Markets, United Nations Joint Staff Pension Fund

Michael Wang
Managing Partner & President, Abax Global Capital

Anthony S. Waskiewicz
Chief Investment Officer, President, Investment Office Resources LLC

Bryan White
Manager, Fixed Income, Raytheon Technologies Corporation

Shawn Wischmeier
Chief Investment Officer, Margaret A. Cargill Philanthropies

ADVISORY BOARD:

Ashton Rudanec
Senior Manager, ESG Stewardship & Reporting, Alberta Investment Management Corporation

J. Tyler Blickhan, CFA, CAIA
Associate Director of Investments, Ascension Investment Management

Jeffrey Mindlin
Chief Investment Officer, ASU Foundation

Travis Antoniono
Investment Manager, CalPERS | Sustainable Investments

Erik Ogren
Managing Director of Investments, Carnegie Mellon University

Eric Newman
Treasury Manager, City of Stamford

Angela Outlaw-Matheny
Director of Investment Staff & Diverse Manager Equity, Crewcial Partners, LLC

Philippe Belanger
Head of ESG, DesJardins Pension Fund

Chi Nguyen
Senior Investment Analyst, Drexel University Endowment

Kate Murtagh
Managing Director, Sustainable Investing, and Chief Compliance Officer, Harvard Management Company, Inc.

Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Laura Kernaghan
Senior Director of Investments, The Chicago Community Trust

Venus Phillips
Managing Director, The Kresge Foundation

Carlos Rangel
Chief Investment Officer, WK Kellogg Foundation

Amit Agrawal
Head of Fixed Income, XL Catlin

2023 Sponsors

• Abax Global Capital
• A/B
• BlackRock
• GCM Grosvenor
• Investcorp
• Janus Henderson Investors
• K1 Investment Management
• III Manulife Investment Management
• MGG Investment Group
• T.Rowe Price
• Macquarie