ESG in Fixed Income & Finance Forum

This forum will uncover how asset owners and managers are integrating ESG into their security selection, collecting data, developing metrics, increasing engagement and uncovering the materiality of ESG factors in fixed income. It will also discuss the evolution of green bonds, sustainable finance trends and impact investing funds that are enabling investors to deploy capital across various climate and social impact themes. Please contact info@cleantechiq.com for more information.

June

25

2019

REgister

ESG in Fixed Income & Finance Forum

RSVP

The Corialent NOW Conference is an invite-only event for senior-level marketers in the B2B sector. We’re filling the room with CMOs, creative directors, veteran agency executives, brand directors, and industry analysts. The goal: to get the smartest minds in B2B marketing in one room and then learn a whole lot from each other. Let's do this.

Speaker Block #4

David Doe

Designer - Redshoe

David Doe

Designer - Redshoe

David Doe

Designer - Redshoe

David Doe

Designer - Redshoe

Institutional Asset Owner Fixed Income (ESG) & Sustainable Finance Mandate Data

Forum ticket holders will receive our Excel-based research table with key details on institutional asset owners with ESG-focused fixed income mandates, RFPs & manager hires from 2017 – 2018. In our proprietary database, we’ve captured details on 70+ global institutional asset owners with mandates for public fixed income, private debt, green bonds, social bonds, sustainable finance & infrastructure/renewables.

Quick Solutions

Clear your calendar - It's going down! Text Blocks kicks off on May 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Fast and Easy

Clear your calendar - It's going down! Text Blocks kicks off on May 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

SPEAKERS

Constance Christian CFA

Manager, Fixed Income Wespath Benefits and Investments

Erik Gross

Treasurer

University of New Hampshire foundation

Drew Smith

Head of Treasury

City of Boston

Kristine Pelletier

Partner, Co-Head

Impact Investing Committee

NEPC

Tim Coffin

SVP, Director of Sustainability

Breckinridge Capital Advisors

Celia Wong

Director

Sustainable Investments

DWS Group

Max Messervy

Senior Investment Consultant

Responsible Investment Mercer

Kevin Kwok

V.P., Fixed Income & ESG Research

MSCI

Lindsay Patrick, CFA

Managing Director & Head, Sustainable Finance

RBC Capital Markets

Paul Brandley

CFO

Neighborly

Annie Joyce

ESG Client Coverage

MSCI

Eric Glass, cfa

Senior Portfolio Manager

Fixed Income Impact Strategies

AllianceBernstein

Daniel ingram

VP, Responsible Investment Research & Consulting, Wilshire Associates

Bridget bartlett

vice President

ESG & Impact investing strategy

Goldman sachs asset management

Adam Hynes

PORTFOLIO MANAGER- CORPORATES

APG ASSET MANAGEMENT US INC

Jessica Zarzycki

PORTFOLIO MANAGER

FIXED INCOME RESEARCH

TIAA

Gerold Koch

Director

Product Development ESG and Index Investing

DWS

William beck

William Beck

V.P., Member, Manager Research Group

Wilshire Associates

Christine Pishko is a

US RELATIONSHIP MANAGER

PRI

peter gerlings, CFA, CAIA

Senior Vice President
Segal Marco Advisors

AGENDA

7:30am - 8:15am

Breakfast Networking

8:15am - 9:00am

Incorporating ESG into Fixed Income Portfolios, Manager Selection & Reporting

_{Top asset owners and fund selectors will discuss how they are integrating ESG to manage credit risk and generate alpha and the demand for increased fund manager reporting.}

Adam Hynes , Portfolio Manager- Corporates, APG Asset Management US Inc

Constance Christian, CFA, Manager, Fixed Income, Wespath Benefits and Investments

Erik Gross, Treasurer, University of New Hampshire Foundation

William Beck, V.P., Member, Manager Research Group, Wilshire Associates (moderator)

9:00am - 9:40am

Growing Use of ESG Data, New Metrics, Materiality & Engagement

_{Leading experts will discuss the growing use of data in analyzing the materiality of ESG factors, the drive towards greater standardization, transparency and bondholder engagement.}

Tim Coffin, SVP, Director of Sustainability, Breckinridge Capital Advisors

Jessica Zarzycki, Portfolio Manager, Fixed Income Research, TIAA

Peter D. Gerlings, CFA, CAIA
Senior Vice President
Segal Marco Advisors

Max Messervy, Senior Investment Consultant, Responsible Investment, Mercer (moderator)

9:40am - 10:20am

Incorporating ESG to Generate Alpha in Fixed Income Strategies

Fixed income product experts will discuss how the growing availability of ESG data is allowing passive and active investors to manage and engage on ESG issues, reduce overall risk and generate alpha.

Gerold Koch, Director | Product Development ESG and Index Investing, DWS Group

Bridget Bartlett, V.P., ESG & Impact Investing Strategy, Goldman Sachs Asset Management

Kevin Kwok, V.P., Fixed Income & ESG Research, MSCI

Annie Joyce, ESG Consultant, MSCI ESG Research (moderator)

10:20am - 10:35am

Coffee Networking Break

10:35am - 11:15am

Generating Social Impact with Fixed Income & Innovative Finance

^{This panel will explore the emerging role that fixed income is playing to attract investment at scale into solutions to environmental and social challenges and how asset managers are building impact-focused products and best practices in impact reporting.}

Jeffrey Finkelman, Senior Research Associate, Athena Capital Advisors

Celia Wong, Director, Sustainable Investments, DWS

Eric Glass, Senior Portfolio Manager, AllianceBernstein

Kristine Pelletier, Partner, Co-Head, Impact Investing Committee, NEPC (moderator)

11:15am - 11:55am

The Growth of Green Bonds & Sustainable Finance

_{This panel will discuss new models that are driving the issuance of green bonds and securitized products linked to sustainability projects and the role that rating agencies and the TCFD are playing in driving greater transparency.}

Lindsay Patrick, CFA, Managing Director & Head, Sustainable Finance, RBC Capital Markets

Paul Brandley, CFO, Neighborly

Matthew Kuchtyak, Analyst, Green Bonds & ESG, Moody's

Jamie Martin, Executive Director, Sustainable Finance, Morgan Stanley (moderator)

11:55am - 12:15pm

Keynote Interview: The City of Boston's Commitment to Sustainable & Responsible Investments

Drew Smith, Head of Treasury, City of Boston

Daniel Ingram, VP, Responsible Investment Research & Consulting, Wilshire Associates

12:15pm

UN PRI Update

Christine Pishko, Relationship Manager, UN PRI

12:20pm - 12:45pm

Networking

DETAILS

DATE

October

26

2016

7:00am

11:00pm

LOCATION

TIME

Wednesday

7:00am

11:00pm

WHO SHOULD ATTEND

The Corialent NOW Conference is an invite-only event for senior-level marketers in the B2B sector. We’re filling the room with CMOs, creative directors, veteran agency executives, brand directors, and industry analysts. The goal: to get the smartest minds in B2B marketing in one room and then learn a whole lot from each other. Let's do this.

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