Agenda

Please note that all times are listed in EST (Eastern Standard Time; -5:00 UTC)

There are no agenda items with this track

10:00 am

10:00 am

Enter Networking Lounge, Connect with Your Industry Colleagues

  • Start your day off right and make connections with industry leadership
  • Join “drop-in” roundtables discussing current issues
  • Schedule private 1-2-1 video meetings with peers
  • Get essential content and exclusive offers at virtual exhibit booths

11:00 am

11:00 am

Review Today’s Schedule with your Host

Prepare for today’s sessions so you can get the most out of your experience and maximize your value

11:05 am

11:05 am

KEYNOTE FIRESIDE CHAT

What is top of mind among investors?

With constant changes in the market over the last year, there has been increased uncertainty and anxiety among investors. Understand the challenges, opportunities, and concerns of institutional investors. Take away key insights into:

  • How the market movers are impacting ESG investors
  • What defensive positions have fared best over the last year
  • Investment and business trends and challenges over the last year
  • Investor strategies for the next year in terms of investment and liquidity

Secure actionable insights into the most pressing challenges facing top investors.

11:30 am

11:30 am

PANEL DISCUSSION: The Elevated Economy

Navigating the ESG Economy and How Institutional Investors can Capture Alpha While Doing Good

Our economy has become increasingly values-driven, and investors have begun to care more about the principles of the companies in which they invest. Gain better insight on how to navigate the elevated economy and reap the rewards of doing well by doing good. Access new strategies to:
  • Follow where the money is flowing in the ESG universe
  • Capture more alpha in the impact investing space
  • Verify investor impact measurement trends
  • Incorporate the rise of the “S” in ESG
Retune your investment plan to capitalize on ESG trends to deliver on your mission 

12:00 pm

12:00 pm

INDUSTRY EXPERT

How to Deploy ESG as a Risk Mitigator and Return Generator

Knowing how to successfully identify and manage risk is even more vital now that COVID-19 has created new uncertainties. Master how to produce substantial returns for your ESG investments while still preparing for risk. Map out what  that means for your portfolio going forward. Create an action plan to:

  • Develop a robust risk assessment across all industries
  • Build a defensive portfolio that prioritizes sustainable investments
  • Generate above market returns while remaining true to your mission

Mitigate your risk exposure through financially sustainable ESG investment decisions.

12:30 pm

12:30 pm

PANEL DISCUSSION: DELIVERING ON THE SOCIAL ASPECT OF ESG

Rise of the S: Why Your ESG Strategies Must Deliver on all Three Components of ESG

While many investors have made great strides in the environmental and governance aspects of ESG, the social side is often given less attention. But now with both the global pandemic and the increased calls for racial justice and equality, social responsibility is impossible to ignore. This session will explore how you can reflect these priorities within your own portfolio. Devise new strategies to:

  • Focus on social equality, employee diversity, and community-centred organizations
  • Prioritize employee diversity and engagement as well as their relationship to financial performance
  • Establish human capital measurement criteria to assess different organizational approaches to social issues
  • Balance all aspects of ESG to ensure that the “S” doesn’t negatively impact other investments

Build a portfolio that accounts for all aspects of ESG to further your mission and deliver higher returns.

1:00 pm

1:00 pm

INDUSTRY EXPERT: NEI INVESTMENTS

Best Practices in ESG Manager Selection

As ESG investing grows in popularity, it is increasingly important to understand how different investment managers integrate ESG into their process. Selecting managers with experience and commitment to the space is essential to building portfolios that truly meet your ESG goals. In this session you will learn:
  • What questions to ask to understand the manager’s commitment to ESG
  • How to put different metrics in perspective to asses manager’s capabilities
  • How to asset specific funds that might incorporate some or all parts of manager’s ESG program
Build ESG portfolios with purpose by conducting a careful investment manager and fund due diligence.

1:30 pm

1:30 pm

Before You Get to ESG and Impact Investments

What You Need to Consider When Investing in ESG

Getting your asset allocation right, and ensuring your mix of stocks, bonds and alternatives is the most essential component of an ESG investment strategy. And yet, many foundations and endowments don’t do this optimally. Take a deep dive into how you can:
·       Maximize your impact through ESG asset allocation considerations
·       Assess risk and returns to set disbursements higher to be more impactful in your mission
·       Understand what you need to know about delivering optimal ESG investment returns

2:00 pm

2:00 pm

KEYNOTE

A Mature Model of Impact Investing: A Practical Implementation Guide to Building Your Purpose

Foundations and endowments are concerned with evolving their purpose to further their mission. In order to achieve this, they must invest in areas that support their mission. They must also produce sufficient returns so they can continue to serve their communities. Take away key insights into how you can:

  • Recognize emerging models of impact investments
  • Assess your current position and challenge your expectations
  • Build an investment portfolio that incorporates Social Purpose Real Estate

Establish a process to detect and adopt emerging models of practice.

2:30 pm

2:30 pm

INDUSTRY EXPERT: Supply Chains

Monitoring Deeper and Wider to Ensure a Higher Degree of ESG Compliance

The deeper you investigate corporate supply chains, the opportunity to discover questionable practices increases. To ensure your ESG investments are more compliant with your mission, it’s important to investigate down to the first mile. Build best practices to:

  • Monitor beyond a company’s initial supplier(s)
  • Create systems that detect and respond to slave labour
  • Heighten your awareness around greenwashing and obfuscation

Create your action plan to gain a complete picture of corporate supply chains in your portfolio

3:00 pm

3:00 pm

FIRESIDE CHAT

Best Practices for Refining and Optimizing your Impact and ESG Investment Policy

While institutional investors are taking advantage of ESG investment opportunities, there are many improvements they can implement to optimize their strategies. Take a bolder and more aggressive stance to deliver on your mission with the latest strategies in impact and ESG investment.  Advance your investment strategy through:

  • Refining best practices in your investment selection criteria, including impact and traditional investments
  • Expanding your assessment criteria to optimize all aspects of ESG and impact investment
  • Creating new opportunities by capitalizing on more varied asset classes

Take your impact and ESG investments to a higher level by refining your investment strategies

3:30 pm

3:30 pm

Key Take-Aways and Summary of Day One from your Host

Hear the key solutions and take-aways from today’s sessions. Source a summary of actions points for you to implement. Learn about the key highlights and content for tomorrow!

3:40 pm

3:40 pm

Networking Extravaganza and Virtual Happy Hour!

  • Meet informally with fellow delegates in “drop-in” virtual roundtable chats.
  • Engage in 1:1 video conversations with peers, vendors or speakers.
  • Try our “recommended matches” tool to connect with other delegates based on similar interests and business objectives.

4:30 pm

4:30 pm

Conference Day 1 Adjourns

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