Agenda - Day 2

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

NETWORKING

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

Discuss yesterday’s highlights and map out Day Two!

11:05 am

11:05 am

KEYNOTE FIRESIDE CHAT: Metrics and Measurement:

Measurement and Metric Strategies to Build Better Data for Investors

Although all investors and companies are interested in dependable methods for accurately measuring ESG investments, a standardized measurement system does not exist. This continues to be a great deal of confusion, but there are areas of agreement. Join in the discussion as we assess:

  • The current measurement capabilities, and their current challenges
  • Where the greatest improvements could be made to aid investors
  • What needs to change to develop a robust measurement system that benefits investors and companies

Assess the current state of ESG measurement and which changes would improve it

11:30 am

11:30 am

PANEL DISCUSSION: VARIATIONS ON ESG OPTIMIZATION

Optimizing Environmental, Social and Governance (ESG) Factors to Enhance Your Investment Process

Many asset managers incorporate ESG criteria into their investment processes by screening out companies. Explore other techniques beyond negative screening to improve your investment strategy. Source intelligence on:

  • The changing investor landscape and its impact on your organization
  • The keys to successful integration of ESG practices
  • Why including ESG in your investment process will lead to better investment decisions

Strengthen your investment process by integrating ESG into everything you do.

12:00 pm

12:00 pm

INDUSTRY EXPERT:

Liquid Alts and ESG factors – Mutually Inclusive or Mutually Exclusive?

Liquid Alts are an increasing popular investment vehicle for investors, but how can these vehicles also fulfil investor demand for increased ESG exposure?
How do portfolio managers balance the need for returns with the need to build a better tomorrow?

During their chat, Tanya and David will discuss how managers can both achieve their return targets whilst simultaneously building portfolios that incorporate ESG considerations.

12:30 pm

12:30 pm

POWER PANEL DISCUSSION: Performance and COVID-19

How and Why ESG investments Have Outperformed Traditional Assets

The global pandemic caused unprecedented market volatility, which in turn affected traditional assets. However, there is evidence that ESG investments did relatively well as the markets responded to these unique conditions. Gain new insight into:

  • How ESG investments performed during COVID and if it is a trend that will continue
  • What inherent aspects of ESG investments fueled their returns
  • How policy and financial incentives will continue to drive the demand for ESG investments

Take note of ESG investment performance and calculate the prospect for future success

1:00 pm

1:00 pm

Panel Discussion:

How to Leverage and Incorporate Impact Investing into Your ESG Portfolio

Impact investing is essential for foundations and endowments that want to have a serious impact on their mission. Create a business case for philanthropic investment to drive value and high returns. Master success factors to:

  • Focus on environmentally sustainable initiatives that scale and have a local impact
  • Engage in direct investment initiatives though syndicate partnerships that support impact investments
  • Invest in local-led initiatives that create acceptable returns while furthering your mission
  • Build Social enterprise investment, and returns, within your impact investment mandate

Maximize your mission-related investment strategy while driving results.

1:30 pm

1:30 pm

NETWORKING

Visit Virtual Booths, Source Content and Engage with Asset Managers

  • Ask leading industry asset managers your most pressing ESG questions through 1:1 video conversations or instant messages.
  • Source leading-edge content from virtual booths.
  • Walk away satisfied with solutions to your biggest challenges.

2:00 pm

2:00 pm

Case Study: Australian Communities Foundation

Lessons Learned in Establishing a Roadmap to 100% Impact Investing

The Australian Communities Foundation has committed to a ensuring their portfolio is 100% responsible and impact investing. The plan achieved buy in at Board level, and they drafted up a detailed five-year plan and a road map for the progression to 100% impact investing. Take back lessons learned in how you can:
  • Transition through a methodical approach that involves all stakeholders
  • Address any trade offs in ROI and how to position a whole portfolio approach with your investment committee
  • Improve negative and positive screening to avoid harm and contribute to your mission
  • Negotiate the difficulties of implementing a whole impact investment portfolio
Create a blueprint for shifting your portfolio to a 100% impact investment model

2:30 pm

2:30 pm

PANEL DISCUSSION: CAN SRI CREATE REAL VALUE?

Delivering Value to Investors Through Socially Responsible Investment

A socially responsible investment is not only good for society, but it can mean real value for investors too. Companies that “do good” also tend to perform better over the long-term. Secure actionable takeaways into:

  • How socially driven organizations achieve more consistent returns in the long run
  • Assessing and monitoring what constitutes a socially responsible organization
  • How diversity and a commitment to social causes impacts your returns

Deliver value to your organization through prudent SRI investments.

3:00 pm

3:00 pm

Take-Aways and Summary from your Host

Review key insights and take-aways from the entire conference.

3:10 pm

3:10 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, asset managers or speakers.
  • Try our “recommended matches” tool to connect with other delegates based on similar interests and business objectives.

4:10 pm

4:10 pm

Conference Adjourns

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