ESG Essentials for Asset Managers and Advisors

Hosted by: Regional Events Committee | JUNE 17, 2019



 

Join us at the 2019 East Coast Regional Meeting in New York City on Monday, June 17. This is an event you won't want to miss. See the details below. 


Location:
J.P. Morgan Office, New York City
383 Madison Ave, 13th floor, New York, NY 10179

 

Upon arrival, all attendees must check-in with lobby security by showing a photo ID. There is a large desk with an area designated "visitors." After you check in, please make your way to the 13th floor where the event is taking place.


 

 

Members

Non-Members


Space is limited and offered on a first-come, first-served basis.

 

SPONSORED BY:

 


 

 

 

 

 

ABOUT

ESG Essentials for Asset Managers and Advisors
The number of institutions and individuals considering ESG factors when making investment decisions is on the rise. Join NICSA for a discussion around the sustainable, responsible and impact-investing landscape and the tools asset managers and advisors are using to approach this rapidly evolving investment theme. This interactive program is designed to help participants understand the nuanced practices of ESG investing. With substantial variances in definitions and implementation, sharing best practices on ESG strategies is key to establishing sound fiduciary processes for decision-making and business planning.

Gain diverse, timely insights on the following topics:
  • Understanding what ESG is and what it isn't
  • Talking to clients about ESG investments
  • Managing diverse data sources and labeling criteria
  • Assessing performance and benchmarking
    Who Should Attend: Investment Managers, Plan Sponsors and Advisors

    Registration is complimentary, with thanks to our sponsors: SIX and J.P. Morgan

                  
    SHARE STRATEGIES AND CONCEPTS WITH PEERS | BRING AN INDUSTRY COLLEAGUE
    • Members and non-members must register in advance.

    AGENDA


    1:30pm - 2:00pm

    Registration & Welcome

    Upon arrival, all attendees must check-in with lobby security by showing a photo ID. There is a large desk with an area designated "visitors." After you check in, please make your way to the 13th floor where the event is taking place. 

    2:00pm - 4:00pm

    Discussion: ESG Essentials for Asset Managers and Advisors


    The number of institutions and individuals considering ESG factors when making investment decisions is on the rise. Join NICSA for a discussion around the sustainable, responsible and impact-investing landscape and the tools asset managers and advisors are using to approach this rapidly evolving investment theme. This interactive program is designed to help participants understand the nuanced practices of ESG investing. With substantial variances in definitions and implementation, sharing best practices on ESG strategies is key to establishing sound fiduciary processes for decision-making and business planning.

    Meet Our Panel: 

      Hannah Glover, Managing Editor, Ignites - Moderator

     

     

     

     

                                    

    John Farley, Vice President - Responsible Investment Strategy, Calvert Research & Management 

                                   

     

     

     

     


    Mark Hays
    , Vice President Sustainable Investing, J.P. Morgan Asset Management 

     

     

     

     

     

    Mark McDivitt, Managing Director, Head of ESG Solutions, State Street

     

     

     

     

     

    Todd Scorzafava, Partner in Charge of Wealth Management, Eagle Rock

    4:00pm - 5:00pm

    Networking Reception

    Enjoy quality networking time with your industry peers over appetizers and cocktails.

     

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