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Event Registration - Sustainable Investing: Moving Into The Mainstream

Thursday, November 17, 2016
7:30 AM - 6:00 PM Eastern Standard Time

Sustainable Investing is accelerating at a pace few would have anticipated when this seminar made its debut in 2013. The language, tools and practices of sustainable investing are increasingly being applied in traditional investment environments. At the same time, a large and increasing variety of sustainable investment-focused offerings and products have become available to investors. Designed to help mainstream professionals navigate the explosion of approaches and increased client demand, this yearly event brings together thought leaders, practitioners and asset owners to provide practical advice and share experience-based examples and insights.


o The Evolution of Sustainable investing products and platforms
o A Fresh Look at the Impact of Engagement
o Quantitative Sustainable Investing
o Long Term Investing and Systematic Impacts

7:30am - Registration Opens
7:45am - Continental Breakfast
8:45am - Welcome and Introductions
*Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Seminar Committee

9:00am - Keynote Address
*John Streur, President & CEO, Calvert Investments

9:45am - Products and Platforms
* Anna Snider, Head of Due Diligence, CIO Office, Merrill Lynch

10:30am - Break
11:00am - The Promise and Peril of Fund Ratings
*Anna Snider, Head of Due Diligence, CIO Office, Merrill Lynch - Moderator
*Noel Friedman, CFA, Business Manager, ESG Research Products, MSCI
*Jon Hale, Director of Manager Research, North America, Morningstar
*Sarah Smith, Director, Institutional Relations, Sustainalytics

11:45am - A Fresh Perspective on Engagement
*Cheryl Smith, CFA, Managing Partner, Trillium Asset Management - Moderator
*Pat Zerega, Sr. Director Shareholder Advocacy, Mercy Investment Services
*Geroge Serafeim, Jakurski Family Associate Professor at Harvard Business School

1:15pm- LUNCH
2:00pm - Sustainable Quantitative Investing
*Gareth Davies, Head of Responsible Investment, Columbia Threadneedle - Moderator
*Laurent De Greef, Senior Vice President, Director, Global Consultant Relations, Acadian Asset Management *Andreas Feiner, Founding Partner, Arabasque Asset Management
*Quyen Tran, Equity Portfolio Specialist, Wellington Management

3:00pm - Performance - Fixed Income Topics
*Andreas Hoepner, Senior Academic Fellow, PRI and Associate Professor of Finance,
ICMA Centre, Henley Business School
* Pernille Jessen, Head of Credit, Unipension Denmark

3:45pm - BREAK
4:15pm - Long Term Investing and Systemic Impacts - the Investor and Corporate perspectives
*Steve Lydenberg, CFA, Partner, Strategic Vision, Domini Social Investments; Founder & CEO, The Investment Integration Project
*Tim Youmans, CECP

5:00pm - Focusing Capital for the Long Term
*Sarah Williamson, CFA, CEO, Focusing Capital on the Long Term

5:45pm - 7:00pm - NETWORKING RECEPTION
Sheraton Boston Hotel
39 Dalton Street
Boston, MA 02199
Description:Members: $250
Non- Members: $350

CE CreditBSAS has determined that this program qualifies for 6.75 CE credit hour(s) under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.
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