We are delighted to be back live for our ann
ual CFA Society Boston annual Sustainable Investing Conference on November 29, 2022 at the Boston Park Plaza!
Since 2013, the CFA Society Boston Sustainable Investing Conference has been a leading venue for exposure to innovation and best practices in sustainable investing. We have seen incredible progress, change and challenge in the three years since we were last together live in November 2019. It’s time to pick up the conversation again in person.
Join us as we connect Sustainable Investing themes to professional practice and include select emerging areas of practice. Attendees, who serve a range of clients from high-net-worth individuals and family offices through large institutional investors, can participate in a conversation with asset owners and expert practitioners. Moreover, the diversity of the participants provides unique learning and networking experiences. The complete agenda is below and also available online!
With the conference taking place just after the Thanksgiving holiday, online registration will close on November 21st. To register after that time, reach out to events@cfaboston.org for assistance or use the “Add me to the wait list” button on the registration page. You may see a “Sold Out” message once online registration closes.
For more information and to register, visit our Sustainable Investing Conference Page.
CFA Society Boston’s Sustainable Investing Conference
Tuesday, November 29. 2022
Boston Park Plaza, Boston, MA
| 07:30 AM - 08:15 AM | Registration Opens |
| 07:45 AM - 08:30 AM | Continental Breakfast |
| 08:30 AM - 08:45 AM | Welcome and Introductions Heather Young, CFA, Vice President and Portfolio Manager, Loomis, Sayles & Company and Chair of the Board, CFA Society of Boston Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force |
| 08:45 AM - 9:15 AM | Keynote: Rick Lacaille, Executive Vice President, Global Head of ESG, State Street |
| 9:15 AM - 10:00 AM | Keynote: Without Climate Stability, There Are No CFAs Spencer Glendon, Ph.D., Founder, Probable Futures |
| 10:00 AM - 10:30 AM | Morning Break - Visit Exhibitors |
| 10:30 AM - 11:00 AM | Fireside Chat with Keynotes Rick Lacaille, Executive Vice President, Global Head of ESG, State Street Spencer Glendon, Ph.D., Founder, Probable Futures Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force |
| 11:00 AM - 12:00 PM | ESG Analysis & Integration – A Practitioner’s Perspective Moderator: Andrew Wetzel, CFA, Managing Director, Sustainable Investing, F.L. Putnam Investment Management Company Panelists: Michelle Buckley, CFA, CAIA, Vice President, Director of ESG Research, Boston Common Asset Management Kristoff Nelson, CFA, Managing Principal, Director of Credit Research, Income, Research + Management Rohit Shrivastava, CQF, Director of Equity Research & Portfolio Management, PanAgora Asset Management |
| 12:00 PM - 01:00 PM | Lunch sponsored by Income, Research + Management |
| 1:00 PM - 1:35 PM | Regulatory Reporting Implementation Part 1: European Practitioner Stories from the Field Moderator: Max Messervy, Head of Sustainable Investment, Americas, Mercer Panelists: Annie Chor Joyce, Managing Director, Head of ESG, Amundi US Whitney Sweeney, Investment Director, Sustainability, Schroders Hanna Trueb, Senior Associate, ESG Research |
| 1:35 PM - 2:15 PM | Regulatory Reporting Implementation Part 2: What Can European Implementation Tell Us About How US Implementation Will Take Shape? Panelists: Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management Sarah Bratton Hughes, Senior Vice President and Head of Sustainable Investing, American Century Investments Michael W. McGrath, CFA, Asset Management and Investment Funds Partner, K&L Gates |
| 2:15 PM - 2:30 PM | Afternoon Break |
| 2:30 PM - 3:10 PM | Disclosure Standards for Investment Products – Early Experiences Moderator: Deborah Kidd, CFA, Director, Global Industry Standards, CFA Institute Panelists: Cara Early, CFA, Senior Investment Strategist, Breckinridge Capital Advisors Barry Gladstein, CFA, FSA, Managing Director, Head of Sustainable Investing - Public Investments, Macquarie Asset Management Allen Xiao, CFA, CPA, FCSI, Deputy Chief Risk Officer, Amundi US |
| 3:15 PM - 3:55 PM | Next Gen Data Moderator: Lawrence Pohlman, Director of Research, Adaptive Investment Solutions Panelists: Michael Robertson, CFA, Head of Systematic ESG Research, Fidelity Investments Guarav Trivedi, Executive Director, ESG Research, MSCI Inc. |
| 4:00 - 4:40 PM | Navigating the "S" in ESG Speaker: Renee Connolly, Chief Diversity, Equity & Inclusion Officer and Head of Innovation HR Engagement & Inclusion, Merck KGaA |
| 4:45 PM - 5:45 PM | Networking Reception sponsored by Brown Advisory |