DOWNLOAD AGENDA (pdf)
9:00 AM – 9:30 AM
Registration
9:30 AM – 9:45 AM
Opening Remarks
Tim Williams, Director, Education Initiatives, Money Management Institute
Julie Koska, Director of Product and Program Management, Sustainability, Morningstar
9:45 AM – 10:30 AM
Behavioral Finance Perspectives on Sustainable Investing
Gain important insights into how investors act in the real world – and how these decisions shape the larger discussion around sustainable investing. Attendees will participate in an interactive exercise that illustrates what happens when clients and Financial Advisors have misaligned incentives.
Andrew Porter, Director of Behavioral Finance, Merrill Lynch
10:30 AM – 10:45 AM
Networking and Refreshment Break
10:45 AM – 11:30 AM
Having the Initial Client Conversation
How can you apply the concepts of behavioral finance to real-world client conversations? Hear firsthand from a panel of your Financial Advisors counterparts how they navigate client conversations about sustainable investing, with a specific focus on what does – and doesn’t -- work.
Moderator:
Fred Gabriel, Editor, InvestmentNews
Panelists:
Ronald G. Albahary, CFA, Chief Executive Officer, Legacy Advisors
Noel Pacarro Brown, CIMA®, CPWA®, The Pacarro Group at Morgan Stanley, Financial Advisor, First Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Joel J. Moore, Senior Portfolio Advisor, Financial Advisor, Global Institutional Consulting, The J & R Group, Merrill Lynch
11:30 AM – 12:15 PM
Understanding the Investment Solution Landscape
Go behind the scenes with the experts for a wide-reaching survey of today’s investment landscape and what it can – and should – take for an investment option to be considered sustainable.
Presenters:
Jon Hale, Ph.D., CFA, Global Head of Sustainability Research, Morningstar
Anna Snider, Managing Director, Head of Due Diligence, Chief Investment Office, Global Wealth & Investment Management, Merrill Lynch, a division of Bank of America Corporation
12:15 PM – 12:30 PM
A Portfolio Manager’s Perspective
Gather additional perspective and insights about how to have the sustainability conversation with your clients and prospects. Hear lessons from the asset management point of view on introducing, advising, and reviewing ESG-specific mandates.
Speaker:
Brian Meath, CFA, Chief Investment Officer, Multi-Asset Solutions, Russell Investments
12:30 PM – 1:15 PM
Networking Luncheon
1:15 PM – 2:00 PM
Performance Assessment and Reporting
Evaluating performance attributes and other key data points for use in portfolio construction can be daunting. In this session, a panel of industry data experts shares insights into the critical KPIs to consider when evaluating and reporting on sustainable investment options.
Moderator:
Kristina Van Liew, CIMA®, Managing Director, Institutional Consulting Director, Graystone Consulting, Morgan Stanley
Panelists:
Jeff Cohen, Institutional Product Strategist, Sustainability Accounting Standards Board
Kevin Ranney, Director, Product Strategy and Development, Sustainalytics
2:00 PM – 2:15 PM
Why ESG Integration is Essential for Fixed Income Investors
Speaker:
Del Anderson, CFA, Senior Vice President and Credit Analyst, PIMCO
2:15 PM – 2:30 PM
Networking and Refreshment Break
2:30 PM – 4:15 PM
Roundtable Exchange – From Theory to Practice: Implementing ESG
Get ready for ESG speed dating! These interactive roundtable sessions are designed to help you share information, ideas, and inspiration. Choose the three topics that resonate with you the most. You’ll rotate from group to group and spend 20 minutes debating each topic with your peers. At the end of the session, attendees will reconvene for a report out of the best insights on each topic. You will gain fresh perspective and tips you can put to immediate use when you return to the office.
Facilitator:
William (“Bill”) Burckart, President, The Investment Integration Project (TIIP)
Scheduled Roundtable Topics
1. Active vs. Passive Implementation: The Sustainability Differences
Moderator: Abdur Nimeri, Senior Vice President, Senior Investment Strategist, FlexShares Exchange Traded Funds
2. ESG Models and Model Marketplaces
Moderator: Ali Caffery, Assistant Vice President, Portfolio Manager, Envestnet
3. Preparing for the Sustainable Investing Conversation: Know Your Clients, Platform, and Products
Moderator: Noel Pacarro Brown, CIMA®, CPWA®, The Pacarro Group, Morgan Stanley
4. The Discovery Phase: Process, Approaches, and Tools
Moderator: Philip Palanza, Senior Research Analyst, State Street Corporation | Center for Applied Research
5. Investment Recommendations: Navigating Performance, Risk, and Sustainability Objectives
Moderator: Anthony Eames, Vice President, Director of Responsible Investment Strategy, Eaton Vance
6. Ongoing Management: Monitoring and Reporting on Sustainability Performance
Moderator: Leola Ross, Phd, CFA, Director, Investment Strategy Research, Russell Investments
4:15 PM – 4:30 PM
Wrap-Up and Closing Remarks
Tim Williams, Director, Education Initiatives, Money Management Institute
Julie Koska, Director of Product and Program Management, Sustainability, Morningstar
4:30 PM – 6:00 PM
Networking Reception
