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. 


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

Thank you to our sponsor and host: 





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

Registration is complimentary thanks to our host Chapman and Cutler. 



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
    • Members and non-members must register in advance.
    • Registration is complimentary


    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






    Liz Michaels,
    Director of ESG/SRI, Chief of Staff,
    Aperio Group






    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, IM Institutional, William Blair






    Gabriel Presler, Director of Sustainability Strategy, Morningstar 


    4:00pm - 5:00pm CT

    Networking Reception

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


    • NICSA Member Portal Login
    Click below to sign into the NICSA member portal.

    » Sign in

    Don't have an account? Click Here...

    Follow Us

    Upcoming Events

    • Trends in the Advisor Landscape 2019 Webinar

      July 31, 2019 | 2:00-3:00 PM ET

      Learn more and register...
    • Understanding Reg BI Webinar

      August 13, 2019 | 2:00-3:00 PM ET

      Learn more and register...
    • Compliance Agility and Efficiency in Investment Operations

      August 28, 2019 | 1:00-2:00 PM ET

      Learn more and register...
    • NICSA is a proud sponsor of the Bonhill Group Women in Asset Management Awards

      September 12, 2019 | NYC

      Learn more and register....
    • Midwest Regional Event | ESG Marketplace & Data Trends

      September 19, 2019 | 2:00-5:00 PM local time | Chicago, IL

      Learn more and register....
    • West Coast Regional Event | ESG Product Trends & Regulatory Practices

      September 25, 2019 | 2:00-5:00 PM local time | San Francisco, CA

      Learn more and register...
    • ALFI Global Distribution Conference

      September 24-25, 2019 | Luxembourg

      Learn more and register...
    • NICSA 2019 General Membership Meeting (GMM)

      October 17-18, 2019 | Boston, MA

      Learn more and register...
    • NICSA 2020 Strategic Leadership Forum (SLF)
      (38th Annual Conference)

      February 26 - 28, 2020 | Ft. Lauderdale, FL