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BSAS 4th Annual Sustainable Investing Seminar - Duplicate/Remove

BSAS 4th Annual Sustainable Investing Seminar - Duplicate/Remove

November 17, 2016 @ 8:00 AM

BSAS's 4th Annual ESG Seminar
Thursday, November 17, 2016

Sheraton Boston, 39 Dalton Street, Boston
CONTACT: Stephanie Field



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.



  • 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
    • Sarah Smith, Sustainalytics
    • Jon Hale, Morningstar
    • Noel Friedman, MSCI
  • 11:45am A Fresh Perspective on Engagement
    • George Serafeim, Jakurski Family Associate Professor at Harvard Business School
    • Sr. Patricia Daly, Executive Director, Tri-State Coalition for Responsible Investment
    • Moderated by Cheryl Smith, CFA, Managing Partner, Trillium Asset Management
  • 1:15pm LUNCH
  • 2:00pm The Quants are Coming….The Quants are Here
    • Andreas Feiner, Founding Partner and Head of ESG Research & Advisory, Arabesque Asset Management
    • Gareth Davies, Head of Responsible Investment, Columbia Threadneedle Investments
    • Quyuen Tran, Wellington Asset 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
  • 4:00pm 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
  • 4:45pm Focusing Capital for the Long Term
    • Sarah Williamson, CFA, CEO, Focusing Capital for the Long Term



If your firm is interested in sponsoring this event, contact Stephanie Field