Events
CSR Investing Summit 2014

Summer in the City ... 2nd Annual CSR Investing Summit ... Conference Description

Burgess COMMENTARY

Peter Burgess

Summer in the City ... 2nd Annual CSR Investing Summit ... Conference Description

The Summer in the City 2nd Annual CSR Investing Summit is an all-day conference offering the opportunity to discuss experiences and viewpoints on how to define, manage, and measure responsible investing. The conference includes expert practitioners in the following groups: plan sponsors, endowments, consultants, academics, non-governmental organizations, the sell side, and media. Attire is informal and networking is encouraged. So, you are most cordially invited to relax and beat the heat at Summer in the City.

Conference Agenda

8:00 Registration and Breakfast

8:10 – 8:15 Introduction of Conference

Herbert Blank, S-Network ESG Solutions

8:15 – 8:45 Greetings & Opening Presentation Patsy Doerr, Thomson Reuters

8:45 – 9:30 The Changing World of Responsible Investing

Danielle Chesebrough, UNPRI
Evan Harvey, NASDAQ OMX
Stephen Davis, Harvard Law School Initiative
Moderated by Patsy Doerr, Thomson Reuters

9:30 – 10:15 Corporate Governance and Proxy Engagement

Joseph Kinard, Board of Pensions and Presbyterian USA Pension Fund
Robert McCormick Esq., Glass Lewis
Moderated by John Wilson, Cornerstone Capital

10:15 – 10:30 Coffee Break

10:30 – 11:15 ESG and Fixed Income Investing

Henry Shilling, Moody's
Stuart Ames, Commonfund Asset Management
Nicholas Elfner, Breckinridge Investments
Laura Nishikawa, MSCI ESG Research
Moderated by Lauren Tara LaCapra, Thomson Reuters

11:15 – 12:00 Integrating ESG and Best Practices into the Investment Process

Ingrid Dyott, Neuberger Berman
Linda Giuliano, AllianceBernstein
Renny Ponvert, Management CV
Moderated by Chris Dietrich, Wall Street Journal

12:00 - 1:00 Lunch and Keynote Address

Keynote Speaker: Dr. Allen Sinai, Decision Economics
Introduction by Carla Jones, Thomson Reuters

1:00 – 1:15 Award Presentation

Accepted by Michael Jacobson, Intel Corporation
Presented by Carla Jones, Thomson Reuters

1:15 – 2:00 Energy and Corporate Responsibility - Contrasting Viewpoints

Paula Luff, Hess Corporation
Cary Krosinsky, Earth Institute Columbia University
Zach Oleksiuk, BlackRock
Moderated by Susan Hume, The College of New Jersey

2:00 – 2:45 Measuring Social and Governance Performance for Nonpublic and Emerging Market Companies

Christina Alfonso, Madeira Global
Rekha Unnithan CFA, TIAA-CREF
Bahar Gidwani, CSRHub

2:45 – 3:00 Break

3:00 – 4:00 Featured Panel: Responsible Investing Challenges Facing Institutional Investors

Michael Garland, Office of New York City Comptroller Scott Stringer
Jon Lukomnik, IRRC Institute
David Nawrocki, Villanova University
Moderated by Amy Resnick, Pensions & Investments

4:00 – 4:30 Research Study: ESG Portfolios and Performance

Michele Clayman, New Amsterdam Partners
Indrani De, New Amsterdam Partners
Moderated by Herbert Blank, S-Network ESG Solutions

4:30 – 5:15 Measuring Corporate Responsibility for Investors: Progress Report from the TRCRI

Herbert Blank, S-Network ESG Solutions
Lucas Garland, Thomson Reuters Indices
Patrick Shaddow, S-Network Global Indexes
Moderated by Joseph LaCorte, S-Network Global Indexes

5:15 – 6:15 Cocktails and Networking