ESG Marketplace & Data Trends

Hosted by: Regional Events Committee | SEPTEMBER 19, 2019



 

Join us at the 2019 Midwest Regional Meeting in Chicago on Thursday, September 19. This is an event you won't want to miss. See the details below. 


Location:

Chapman and Cutler Office
111 West Monroe Street, 17th Floor
Chicago, IL 60603
(Between Clark and LaSalle)


Thank you to our sponsor and host: 


 

 

Members

Non-Members


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


Registration is complimentary thanks to our host Chapman and Cutler. 

 


ABOUT


ESG Marketplace & Data Trends

Asset managers are quickly integrating ESG policies into new products. Advisors are scrambling to assess and integrate responsible investment strategies into client portfolios.  Escalating demand from investors and increased scrutiny from regulators are intensifying the need for access to transparent and objective data.  Join us for an in-depth discussion around ESG market trends and how to navigate the analytical tools used to evaluate environmental and socially responsible investments.

Gain diverse, timely insights on the following topics:
  • Impact of broad ESG adoption
  • Product development and increased transparency
  • Data and reporting integrity
  • "Greenwashing" and other red flags
    Who Should Attend: Investment Managers, Plan Sponsors and Advisors
                  
    SHARE STRATEGIES AND CONCEPTS WITH PEERS | BRING AN INDUSTRY COLLEAGUE
    • Members and non-members must register in advance.
    • Registration is complimentary

    AGENDA


    1:30pm - 2:00pm CT

    Registration & Welcome

     

    2:00pm - 4:00pm CT

    Discussion: ESG Marketplace and Data Trends

    Underlying many of the sustainable investment trends of 2019 is the muddied waters of available transparent and objective data. Access to reliable and consistent analytic tools is essential to regulating the business of ESG investing, and is growing in importance as the industry begins to build momentum within this important investment trend. Escalating demand from investors and ramped up scrutiny from regulators are forcing asset managers and advisors alike to take a hard look at the analytic tools used to evaluate ESG investments. Join us for an in-depth discussion about the related pitfalls and challenges and learn how to reduce the ambiguity related to ESG investment processes.

    Meet Our Panel: 


    Jake Barnett, Institutional Consultant, Graystone Consulting, Morgan Stanley

     

     

     


                                     

    Jordan Farris, Managing Director, ETF Product Development, Nuveen

                                   

     

     

     

     


    Daniel Nielsen, Managing Director and Senior Portfolio Specialist, Great Lake Advisors

     

     

     

     

     

    Abdur Nimeri, Senior Vice President, Head of Institutional Multi-Asset Programs, Asset Management, Northern Trust

     

     

     

     

     


    Tara Patock, CFA, Portfolio Specialist, William Blair Investment Management

     

     

     

     

     


    Gabriel Presler, Director of Sustainability Strategy, Morningstar 

     

     

     

     

     

    Paul Solli, Chief Marketing and Strategy Officer and Head of Product Development, Aperio Group 

     

    4:00pm - 5:00pm CT

    Networking Reception

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

     

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