What

Join Truvalue Labs for our third annual ESG Investing Forum for thought-provoking sessions with industry leaders on ESG investing trends. Come network with peers on the stunning 44th floor of the Hearst Tower. This is a complimentary event at a one-of-a-kind location. Reserve your seat now!

This event is now closed.  Register to join the waiting list, and we’ll let you know if space becomes available.

Where

Hearst Tower
300 West 57th St, 44th Floor
New York, NY

Get Directions

Who

We’re expecting 200 delegates from asset management, asset owner, hedge fund, wealth management, index, ESG thought leader and partner organizations to attend this year’s ESG Investing Forum 2019 in New York.  View last year’s delegate list for more information.

Speakers

World-class speakers on the latest ESG topics, groundbreaking research and trends.

Dr. Robert Eccles

Visiting Professor
Saïd Business School
University of Oxford

Tony Campos

Head of ESG
Americas FTSE Russell

Jem Hudson

Vice President, Senior Researcher
State Street Center for Applied Research

Judy Cotte LL.M.

CEO
ESG Global Advisors

Fabien Labouret

Managing Director
Global Head of Investment Strategies and Barclays Investment Managers
Barclays

Brian Svendahl, CFA

Managing Director, Co-Head
U.S. Fixed Income
RBC Global Asset Management

Timothy Youmans

Engagement Director
Hermes EOS

Dr. Chantal Line Carpentier

Chief
UNCTAD New York

Stephen Malinak

Chief Data & Analytics Officer
Truvalue Labs

Thomas Kuh

Head of Index
Truvalue Labs

Rachelle Sampson

Professor of Logistics,
Business and Public Policy
University of Maryland

Witold J. Henisz

Professor of Management
The Wharton School
University of Pennsylvania

Michael Kashani

Global Head of ESG Portfolio Management
Fixed Income, Goldman Sachs

Bernd Henseler

Head of Americas
Solactive Americas Inc.

Himani Phadke

Senior Product Manager
Truvalue Labs

Dinah Koehler, ScD

Executive Director
Sustainable Equities
UBS

Mark Savino

Vice President, Research
Morgan Stanley

Hendrik Bartel

CEO and Co-Founder
Truvalue Labs

Sara Anziger

Director, Sustainable Finance
FitchRatings

Sonya Dreizler

Consultant to Financial Firms
Solutions with Sonya

Agenda

Sessions are designed to be engaging and lively with talks and interactive panel discussions on challenges to the status quo.

1:00 - 1:30 pm

Registration

Pick up your badge and join us on the 44th floor.

1:30 - 1:40 pm

Welcome & Intro

Introduction by Hendrik Bartel, Founder and CEO of Truvalue Labs.

1:40 - 2:05 pm

Spotlight

The Investor Revolution: Shareholders are Getting Serious about Sustainability

KEYNOTE SPEAKER
Dr. Robert Eccles
Visiting Professor of Management Practice
Saïd Business School, University of Oxford

2:05 - 2:50 pm

Practitioners’ Panel

Emerging Best Practices in ESG Integration

MODERATOR
Tim Youmans, Head of Engagement, Hermes EOS

PANELISTS
Judy Cotte LL.M., CEO, ESG Global Advisors
Michael S. Kashani, Global Head of ESG Portfolio Management – Fixed Income, Goldman Sachs Asset Management
Mark Savino, Vice President, Research, Morgan Stanley
Sara Anzinger, Director of Sustainable Finance, Fitch Ratings

2:50 - 3:10 pm

Research Spotlight

The Future of Climate Investing

Jem Hudson, Vice President, Senior Researcher
The Center for Applied Research (CAR), State Street

3:10 - 3:30 pm

Academic Highlight

Leading-Edge Actionable Research

MODERATOR
Jim Hawley, Head of Applied Research, Truvalue Labs

PANELISTS
Witold J. Henisz, Professor of Management, The Wharton School, University of Pennsylvania
Rachelle Sampson, Professor of Logistics, Business and Public Policy, University of Maryland

3:30 - 3:45 pm

Break

Break for coffee, tea, and soft drinks.

3:45 - 4:30 pm

Expert Panel

Measuring Impact through the Lens of The SDGs

MODERATOR
Himani Phadke, Senior Product Manager, Truvalue Labs

PANELISTS
Chantal Line Carpentier, Chief, New York Office of the Secretary General, United Nations Conference on Trade and Development
Dinah Koehler, Executive Director, Sustainable Equities, UBS
Brian Svendahl, CFA, Managing Director, Co-Head, U.S. Fixed Income, RBC Global Asset Management

4:30 - 5:15 pm

Expert Panel

Innovations in ESG Indexing

MODERATOR
Thomas Kuh, PhD, Head of Index, Truvalue Labs

PANELISTS
Fabien Labouret, Managing Director – Global Head of Investment Strategies and Barclays Investment Managers, Barclays
Bernd Henseler, Head of Americas, Solactive
Tony Campos, Director, ESG Product Management, FTSE

5:15 – 5:45 pm

Spotlight

Finding Alpha in ESG Data

Dr. Stephen Malinak, Chief Data & Analytics Officer, Truvalue Labs

5:45 - 6:00 pm

Wrap-Up

Sonya Dreizler, Consultant, Solutions with Sonya

6:00 - 7:00 pm

Reception

Dr. Robert Eccles

Visiting Professor
Saïd Business School
University of Oxford

World renown leader, scholar and researcher in ESG investing, reporting and integration

Robert G. Eccles is a Visiting Professor of Management Practice at the Said Business School, University of Oxford as well as a Visiting Lecturer at the Massachusetts Institute of Technology, Sloan School of Management and was a Professor at Harvard Business School. Bob is Chairman of KKS Advisors, is a member of the board of TruValue Labs and a member of the board of the Mistra Center for Sustainable Markets at the Stockholm School of Economics.

He was the founding Chairman of the Sustainability Accounting Standards Board and one of the founders of the International Integrated Reporting Council. Bob was selected as one of the Top 100 Thought Leaders in Trustworthy Business Behavior and was named Honorary Fellow of the Association of Chartered Certified Accountants (ACCA). Dr. Eccles received an S.B. in Mathematics and an S.B. in Humanities and Science from the Massachusetts Institute of Technology and an A.M. and Ph.D. in Sociology from Harvard University.

Tony Campos

Head of ESG, Americas
FTSE Russell

Tony Campos joined FTSE in 2004 and leads the ESG business and product development in North America, working closely with FTSE’s asset manager and asset owner clients. Prior to his current role, Campos managed FTSE’s global program of engagement with companies in the FTSE4Good Index Series, which features extensive work on ESG issues with some of the world’s largest public companies. Previously, Campos worked with the Multi-State Working Group on Environmental Performance (MSWG), a US not-for-profit organisation, advising on the development of market-driven environmental disclosure. Campos holds degrees in Political Science and History from the University of Wisconsin-Madison and has a Level 3 Certificate in Investment Management from the CFA Society of the UK. Campos is a member of the Integration Working Group of UN PRI, and the International Working Group of US SIF.

Michael Kashani

Global Head of ESG Portfolio Management
Fixed Income, Goldman Sachs

Bio coming soon.

Timothy Youmans

Engagement Director
Hermes EOS

Tim Youmans is a director at Hermes EOS and leads its North America efforts. Previously he was research director for the Strategic Investor Initiative at CECP – The CEO Force for Good. Tim has been a research scholar at Harvard Business School and the MIT Sloan School’s Family Office Program. He continues to work closely with Oxford Said Business School professor Robert G Eccles. Their research on Materiality in Corporate Governance: The Statement of Significant Audiences and Materiality and on other topics has, among many other publications, featured in the MIT Sloan Management Review, Forbes, the Economist, the Financial Times, Harvard Business School Working Knowledge, the Guardian and the American Bar Association. Tim has a Masters in Public Administration, is a Lucius N Littauer Fellow from the Harvard Kennedy School and a research fellow of the British Academy’s Future Corporation Initiative. He spent 25 years in business running his own consulting firms, as executive vice president of a venture-funded start-up and running a large family office. He received an MBA from the University of Southern Maine and a Bachelor of Science in Management from the United States Coast Guard Academy. He was retired from the Coast Guard after serving both afloat and ashore in Alaska, Washington DC and Maine, and is a service-disabled military veteran.

Bernd Henseler

Head of Americas
Solactive Americas Inc.

Based in Toronto, Bernd joined Solactive in 2017 after six years as Vice President Global Head Channel Management Structured Products at S&P Dow Jones Indices. Before that, he spent over 10 years in leading roles in the structured products space at Morgan Stanley, Deutsche Bank and Sal. Oppenheim in Frankfurt and London. Bernd is a CFA charter holder, and graduated with an MBA and a Dipl. Kaufmann in Business Administration.

Stephen Malinak

Chief Data and Analytics Officer
Truvalue Labs

Dr. Stephen Malinak leads Truvalue Labs’ quant research team and product development efforts to build out the product portfolio for expansion to new markets. An industry leader in quantitative analytics, Stephen joined Truvalue Labs from Thomson Reuters, where he spearheaded the company’s quantitative analytics offering, StarMine.

Stephen attended college at the Massachusetts Institute of Technology where he received his Bachelor’s degree in Electrical Engineering and Computer Science. He went on to receive his Masters and PhD in Engineering-Economic Systems from Stanford University.

Thomas Kuh

Head of Index
Truvalue Labs

Thomas Kuh leads Truvalue Index, creating benchmarks for implementing ESG investment strategies and licensing indices for ETFs, mutual funds and institutional accounts. Prior to joining Truvalue Labs, he was Founder and President of Benchmark ESG Consulting LLC after his role as Executive Director, Head of ESG Indexes, at MSCI. His professional experience also includes 16 years at KLD Research & Analytics, and service on the boards of SIRI Company (now Sustainalytics) and the US SIF.

Thomas has an MA and PhD in Economics from University of Massachusetts Amherst and a BA in Political Economy from Hampshire College.

Rachelle Sampson

Associate Professor of Business and Public Policy
University of Maryland Senior Policy Scholar
Georgetown University

Rachelle Sampson is Associate Professor of Business and Public Policy at the RH Smith School of Business, University of Maryland, and a Senior Policy Scholar at Georgetown University’s Center for Business and Public Policy. Her research examines short-termism in firms and capital markets, with a focus on the implications for firm strategy, investment and growth. Rachelle has a particular interest in the impact of sustainability practices on employee engagement and productivity as well as how this translates into long-term performance. Summaries of her research are available at Columbia Law School’s Blue Sky BlogVox.comSmith Brain TrustGeorgetown University Newsroom, and the Seattle University Law Review. Formerly a professor at NYU-Stern and Georgetown University, Rachelle started her professional career as a consultant for Ernst & Young and as a corporate attorney in Australia. She received her PhD from the University of Michigan and her law degree from Queensland University of Technology, Australia. Rachelle has received several awards for her research and teaching, including the Distinguished PhD Alumni Award from the University of Michigan (Ross School of Business), the Ameritech Foundation Research Fellowship, the Krowe Award for Teaching Excellence, and recognition from Poets and Quants as a favorite business school professor. She teaches graduate and executive courses in corporate strategy, managerial economics as well as firm environmental strategy.

Witold J. Henisz

Professor of Management
The Wharton School, University of Pennsylvania

Witold J. Henisz is the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School of The University of Pennsylvania. His research examines the impact of political hazards on international investment strategy including efforts by multinational corporations to engage in corporate diplomacy to win the hearts and minds of external stakeholders. His research has been published in top-ranked journals in international business, management, international studies and sociology and he is the author of the book “Corporate Diplomacy: Building Reputations and Relationships with External Stakeholders”.

Witold has won multiple teaching awards at the graduate and undergraduate levels and also teaches extensively on the topic of Corporate Diplomacy in open enrollment and custom executive education programs. He served as the academic co-Director in the development of the stakeholder engagement KEROVKA crisis management simulation. He is currently a principal in the political risk management consultancy PRIMA LLC whose recent clients include AngloGold Ashanti, Rio Tinto, Lockheed Martin, Shell Corporation, Dundee Precious Metals, Calvert (Eaton Vance), EY, The World Bank, The Inter-American Development Bank and the International Finance Corporation.

Fabien Labouret

Managing Director
Global Head of Investment Strategies and Barclays Investment Managers

Fabien Labouret is a Managing Director at Barclays. Based in London, Mr. Labouret is responsible for the firm’s Investment Strategies Business activities globally, which covers the development, origination and marketing of all the Barclays Quantitative Investment Strategies and Indices on a cross-asset basis. He is additionally the Global Head of Barclays Investment Managers.

Mr. Labouret joined Barclays in 2010 from BNP Paribas New York where he was Head of the Global Structuring Group for the Americas, within BNP Paribas Equity and Commodities Derivatives group.

Prior to that, he was at Natixis in Tokyo and then in Hong-Kong, where he was responsible for the Structured Products and Fund Derivatives activities for Asia Pacific and Middle East, from 2000 to 2007. Fabien started his career at Bank Indosuez in Paris in the Fixed Income Structuring Group.

Mr. Labouret received a Masters degree in finance from ESSEC Business School.

Brian Svendahl

Managing Director, Co-Head
U.S. Fixed Income
RBC Global Asset Management

Brian Svendahl oversees our fixed income research, portfolio management and trading. In addition to shaping our overall fixed income philosophy and process, he is a portfolio manager for our Impact Investing strategies and many of our government mandates. Brian joined RBC GAM-US in 2005 and most recently led the mortgage and government team before being promoted to Co-Head in 2012. He held several risk management, research and trading positions at Wells Fargo. Brian’s experience also includes liability management and implementing balance sheet hedging strategies. He first started in the investment industry in 1992. He earned a BS in economics from the University of Minnesota and a BBA in finance and an MBA from the University of Minnesota Carlson School of Management. Brian is a CFA charterholder.

Judy Cotte

CEO
ESG Global Advisors

Judy is the founder of ESG Global Advisors, a firm committed to bridging the current gap in the market by bringing boards of directors and institutional investors together on ESG issues. With over 20 years’ legal experience, the last 10 of which has been exclusively focused on ESG, Judy is a globally recognized expert on ESG and responsible investment.

Prior to forming ESG Global Advisors, Judy was V.P. & Head of Corporate Governance & Responsible Investment for RBC Global Asset Management (“RBC GAM”) and was a member of the firm’s Executive Committee. Judy launched the Corporate Governance & Responsible Investment group at RBC GAM in 2012 and was responsible for developing the firm’s overall ESG strategy, working with the investment teams to integrate ESG into the investment process, overseeing all proxy voting globally and engaging with investee companies, both individually and collaboratively with other investors.

Previously, Judy was the Director of Policy Development & Chief Operating Officer for the Canadian Coalition for Good Governance (“CCGG”), a coalition of most of Canada’s largest institutional investors. Judy has a Masters’ degree in securities law and practiced law in various capacities, including as enforcement counsel with the OSC, litigation counsel with a large broker/dealer and as a partner in a Bay Street law firm.

Judy is a member of the TSX Listings Advisory Committee and the UN PRI’s Global Policy Reference Group. She has been designated the Country Correspondent for Canada by the International Corporate Governance Network. She is a volunteer member of the United Church of Canada’s Investment Committee for its Treasury Funds. She is a past member of the CCGG’s Public Policy Committee, the OSC’s Securities Advisory Committee, Continuous Disclosure Advisory Committee, Environmental Reporting Advisory Committee and Enforcement Committee. She was previously the Canada Correspondent for the U.S. based Council of Institutional Investors.

Dr. Chantal Line Carpentier

Chief
UNCTAD New York

Dr. Chantal Line Carpentier, Canadian citizen, is the Chief of UNCTAD New York. Prior to 2014, she was actively involved in the successful negotiations of the Sustainable Development Goals for the UN Department of Economic and Social Affairs (DESA). During her tenure with DESA, she served as the Major Groups coordinator to enhance non-state actors engagement with the UN. She facilitated the participation of more than 10,000 non-state actors – a record – in the UN Rio+20 Conference on Sustainable development. She was also the DESA focal point for sustainable consumption and production, food security and sustainable agriculture. Prior to her UN career, she served as Head of the Trade and Environment Program of the NAFTA Commission for Environmental Cooperation from 2000 to 2007, as policy analyst for the Wallace Institute for Alternative Agriculture from 1998-2000, and as post doc for IFPRI in the Brazilian Amazon from 1996-98. She made the Ideagen 2016 100 Individuals and Organization empowering women and girl, is a 2006 Yale World Fellow, a UNEP Who’s Who’s of Women and the Environment. She has consulted to UNDP, World Bank, OCDE, and USDA. Dr. Carpentier is a published scholar and a frequent public speaker. An economist by training, she holds a PhD in Agricultural and Applied Economics from Virginia Tech and a Masters and B.Sc. in Agricultural Economics from McGill University. She competes in ultramarathon and ironmen and is second dan black belt.

Jem Hudson

Vice President, Senior Researcher
The Center for Applied Research (CAR), State Street

Jem Hudson is a vice president and senior researcher at State Street’s Center for Applied Research (CAR). CAR’s targeted research creates strategic insights that will shape the future of the investment industry. In her role, Jem contributes to CAR’s research and stakeholder engagement, with a particular focus on sustainable and impact investing.

Prior to joining State Street in 2018, Jem was director of engagement and investment research analyst at Breckinridge Capital Advisors, a Boston-based investment manager that has been a pioneer in integrating environmental, social, and governance (ESG) factors within the fixed income space. Earlier in her career, Jem owned and operated a boutique consulting firm that advised leading financial institutions on ways to expand their presence in sustainable and impact investing. Prior to this, Jem was a researcher at Harvard Business School, where she worked directly with Harvard’s strategy expert Professor Michael E. Porter on understanding how companies can integrate sustainability considerations into the core of their strategy.

Jem is a graduate of Harvard College and The Wharton School of the University of Pennsylvania. During her time at Wharton, Jem helped launch the Wharton Impact Investing Partners, a pioneering student-led impact investing organization. More recently, she also helped launch the Harvard College Impact Investing Group as a senior alumni advisor.

Himani Phadke

Senior Product Manager
Truvalue Labs

Himani Phadke is Senior Product Manager, responsible for Data and Content at TruValue Labs. Prior to working at the company, Himani was Director of Research at the Sustainability Accounting Standards Board (SASB), where she led the research team in developing standards across 79 industries by identifying material ESG issues through gathering evidence of financial impact.

Himani also worked at the UK Treasury on investment banking reform policy, and at LECG in London on financial consulting. She has an MA in international energy and environmental policy from Stanford, an MSc in development economics from Oxford, and a BA in economics and statistics from Mumbai University.

Dinah Koehler, ScD

Executive Director
Sustainable Equities
UBS

Dr. Dinah Koehler is a Research Analyst and leads the Global Sustainable Equities team’s impact measurement research project
and whitepaper development. She is also responsible for the ESG Model development, as well as marketing and communication to
existing and prospective clients globally.

Dinah started her career as an environmental manager for a large global packaging company in 1993 and has since worked in government, managing a research program at the US EPA’s Office of Research and Development for four years, and as a corporate sustainability researcher at Wharton, The Conference Board and Deloitte. She won the 2005 Academy of Management Organization and the
Natural Environment Division’s Best Dissertation Prize.

Dinah has been invited to present her research at the University of Michigan, Yale, the Wharton School, Columbia and Harvard, and has published in peer-reviewed journals and books. She has advised Harvard and Wharton on academic programs and research databases related to corporate sustainability. Over the course of her career she has worked in and advised large global corporations,
national governments and international organizations on sustainability issues.

Prior to joining UBS Asset Management in February 2015, Dinah worked in Deloitte’s thought leadership group for four years focusing on corporate sustainability. She has earned her BA from Wellesley College, MA from Tufts University and ScD from Harvard University.

Mark Savino

Vice President, Research
Morgan Stanley

Mark Savino is a Vice President on the Global Sustainability Research team, based in New York. He joined Morgan Stanley in 2013 to cover the Gaming & Lodging sector. Prior to that, he worked as a consumer analyst at Diamondback Capital in 2010-13, and as an investment banking analyst in the Financial Institutions Group at Bank of America Merrill Lynch in 2007-10. Mark received his undergraduate degree from Lehigh University with a Bachelor of Science in finance and a minor in music.

Hendrik Bartel

CEO and Co-Founder
Truvalue Labs

With his entrepreneurial background and knack for turning complicated technologies into user-friendly products, Hendrik has over 15 years of experience leading global product initiatives. Hendrik has previously led product development initiatives at companies including Amazon, Autodesk, and Cisco in addition to his work at early and late-stage startups. He has an MBA from St. Mary’s College and a B.S. in Geomatics and Civil Engineering from Fachhochschule Hannover.

Academic
Roundtable

This year we will have the first annual meeting of the Truvalue Labs Academic Research Network! Researchers will share their papers and in-progress reports.

Learn More