Research, Innovation and Stewardship event

Insights into the opportunities and challenges of responsible investing strategies

Date: Thursday, June 26, 2014
Time:
9:00am – 6:00pm EST (Registration from 08:30am)
Location: 
Bloomberg, 731 Lexington Ave, New York, NY 10022

Directions

 

As responsible investment moves from values-based to value-creating approaches, the industry is experiencing increasing investor demand. Institutional investors, and long term universal owners in particular are interested in how ESG issues can impact company and investment performance, and influence in aggregate the long-term risk and return profile of investment portfolios.

See conference highlights here.

 

Agenda

 
8:30 am Registration opens
9:15 am Welcoming remarks
Curtis Ravenel, Head of Sustainability, Bloomberg
Sonal Mahida, US Network Manager, PRI
9:30 am The state of academic research: RI strategies for integration in equities, Shareholder engagement, RI strategies for fixed income
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI (see Andreas’ presentation here)
Tessa Hebb, Director, Carleton Centre for Community Innovation, Carleton University (see Tessa’s presentation here)
10:30 am The Impact of Technology
Michael Slaby, Managing Partner, Timshel (formerly Chief Integration and Innovation Officer for the “Obama for America” campaign in 2012)
11:00 am Coffee break
11:30 am Financial regulation: Recent developments
Eric Roston, Editor, Bloomberg LP (Moderator)
Stephen Davis, Associate Director and Senior Fellow, Harvard Law School Programs on Corporate Governance and Institutional Investors
Jeff Mahoney, General Counsel, Council of Institutional Investors
12:15 pm Innovative technologies for RI 2.0: Emerging Stars & DynamicESG
Antti Savilaakso, Director of Responsible Investments and Governance, Nordea Investment Management 
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI (see Andreas’ presentation here)
1:00 pm Lunch break
2:00 pm Towards COP21: How Good is Current Corporate Carbon Reporting? 
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI (Moderator)
Peter Knight, Founding Partner, Generation Investment Management US LLP
Frank Figge, Professor of Management and Sustainability, Kedge Business School
Max Horster, Partner, South Pole Group 
Chris Fowle, Vice President Investor Initiatives, Carbon Disclosure Project (see Max and Chris’ presentation here)
Damian Borth, Postdoctoral Research Fellow, International Computer Science Institute (see Damian’s presentation here)
2:45 pm Innovations in/for investors’ RI reporting
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI (Moderator)
Greg Little, Vice President, Pantheon Ventures (see Greg’s presentation here)
Laura Berry, Executive Director, Interfaith Center on Corporate Responsibility
Mike Barnett, Professor and Vice Dean for Academic Programs, Rutgers Business School (see Mike’s presentation here)
3:30 pm Coffee break
4:00 pm Academic frontier panel: How to measure investment impact?
Tessa Hebb, Director, Carleton Centre for Community Innovation, Carleton University (Moderator)
Neil Reeder, Director, Head and Heart Economics (see Neil’s presentation here)
Cary Krosinsky, Adjunct & Coordinator, Earth Institute, Columbia University
Ben Thornley, Founder and Managing Director, ICAP Partners
Lenora Suki, Senior Product Strategist, Bloomberg LP
4:45 pm Institutional investment and fiduciary duty: Panel discussion
Jane Ambachtsheer, Partner and Global Head of Responsible Investment, Mercer (Moderator)
Keith Johnson, Co-Chair, Network for Sustainable Investors’ Fiduciary Duty Working Group and Institutional Investor Services Chair. Reinhart Boerner Van Deuren s.c.
Ed Waitzer, Director, Hennick Centre for Business and Law at Osgoode Hall and the Schulich School of Business, York University
Andreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School & Senior Academic Fellow, PRI
Knut Rostad, President, Institute for the Fiduciary Standard

5:45 pm

Launch of the Cambridge Handbook of Institutional Investment and Fiduciary Duty

 

The PRI Initiative would like to thank Bloomberg for hosting this event.