ESG Product Trends & Regulatory Practices

Hosted by: Regional Events Committee | SEPTEMBER 25, 2019



 

Join us at the 2019 West Coast Regional Meeting in San Francisco, CA on Wednesday, September 25. This is an event you won't want to miss. See the details below. 


Location:
Ropes & Gray Office, Three Embarcadero Center, San Francisco, CA 94111

 

This event has been approved for 2 hours of General CLE Credit in CA and NY.


 

Members

Non-Members


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

 

SPONSORED BY:

 

 

 

ABOUT


ESG Product Trends & Regulatory Practices

As interest in ESG investments has spiked across institutional and retail channels alike, so has the number of responsible investment product offerings. With increased regulatory focus and several different sets of ESG standards across the industry, this is an area that organizations, and their boards, cannot afford to get wrong. Join NICSA as we explore the product innovations and regulatory trends every asset manager and investment advisor should be watching.

Gain diverse, timely insights on the following topics:
  • Product innovation in responsible investing
  • Product trends and capital flows in sustainable and ESG sectors
  • Regulatory and reporting best practices, including compliance with ESG standards
  • The Board and ESG
    Who Should Attend: Investment Managers, Plan Sponsors and Advisors, Board Members, Risk Management Professionals

    Registration is complimentary, with thanks to our sponsor: Ropes & Gray

                  
    SHARE STRATEGIES AND CONCEPTS WITH PEERS | BRING AN INDUSTRY COLLEAGUE
    • Members and non-members must register in advance.
    • This event has been approved for 2 hours of General CLE Credit in CA and NY

    AGENDA


    1:30pm - 2:00pm PDT

    Registration & Welcome

    2:00pm - 4:00pm PDT

    Discussion: ESG Product Trends & Regulatory Practices

    As interest in ESG investments has spiked across institutional and retail channels alike, so has the number of responsible investment product offerings. With increased regulatory focus and several different sets of ESG standards across the industry, this is an area that organizations, and their boards, cannot afford to get wrong. Join NICSA as we explore the product innovations and regulatory trends every asset managers and investment advisor should be watching.

    Meet Our Panel: 


    Sarah Adams,
    Chief Sustainability Officer & Co-Founder, Vert Asset Management

     

     

     

     

     

     

    Ophir Bruck, US Relationship Manager, Principles for Responsible Investment, PRI

     

     

     


     


    Chelsea Childs
    , Associate, Asset Management, Ropes & Gray 

     

     

     

     

     

     

    Craig Churman, VP, Product Development, Saturna Capital 

     

     

     

     

     

     

    Ariane de Vienne, Head of ESG Strategy - Americas, ISS 

     

     

     

     

     

     

     

    Anton Gorodniuk, Lead Analyst, SASB

     

     

     

     

     

     

    Susan Lundquist, Chief Marketing Officer, TruValue Labs 

     

     

     

     

     

    Jamie Nulph, CFA, Vice President, MSCI ESG Research 

     

     

     

     

     

     

    Andrew Olig, Vice President, Investment Strategy Specialist, Calvert Research and Management

     

     

     

     

     


    Joe Sinha, Chief Marketing Officer, Parnassus

     

    4:00pm - 5:00pm PDT

    Networking Reception

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

     

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