We are delighted to be back live for our annual CFA Society Boston annual Sustainable Investing Conference on November 29, 2022 at the Boston Park Plaza!

Since 2013, the CFA Society Boston Sustainable Investing Conference has been a leading venue for exposure to innovation and best practices in sustainable investing.  We have seen incredible progress, change and challenge in the three years since we were last together live in November 2019.  It’s time to pick up the conversation again in person.

Join us as we connect Sustainable Investing themes to professional practice and include select emerging areas of practice. Attendees, who serve a range of clients from high-net-worth individuals and family offices through large institutional investors, can participate in a conversation with asset owners and expert practitioners. Moreover, the diversity of the participants provides unique learning and networking experiences. The complete agenda is below and also available online!

With the conference taking place just after the Thanksgiving holiday, online registration will close on November 21st.  To register after that time, reach out to events@cfaboston.org for assistance or use the “Add me to the wait list” button on the registration page.  You may see a “Sold Out” message once online registration closes.

For more information and to register, visit our Sustainable Investing Conference Page.

CFA Society Boston’s Sustainable Investing Conference
Tuesday, November 29. 2022
Boston Park Plaza, Boston, MA
07:30 AM - 08:15 AMRegistration Opens
07:45 AM - 08:30 AMContinental Breakfast
08:30 AM - 08:45 AMWelcome and Introductions
Heather Young, CFA, Vice President and Portfolio Manager, Loomis, Sayles & Company and Chair of the Board, CFA Society of Boston
Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force

08:45 AM - 9:15 AM
Rick Lacaille, Executive Vice President, Global Head of ESG, State Street
9:15 AM - 10:00 AMKeynote: Without Climate Stability, There Are No CFAs
Spencer Glendon, Ph.D., Founder, Probable Futures
10:00 AM - 10:30 AMMorning Break - Visit Exhibitors
10:30 AM - 11:00 AMFireside Chat with Keynotes
Rick Lacaille, Executive Vice President, Global Head of ESG, State Street
Spencer Glendon, Ph.D., Founder, Probable Futures
Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force

11:00 AM - 12:00 PMESG Analysis & Integration – A Practitioner’s Perspective
Andrew Wetzel, CFA, Managing Director, Sustainable Investing, F.L. Putnam Investment Management Company
Michelle Buckley, CFA, CAIA, Vice President, Director of ESG Research, Boston Common Asset Management
Kristoff Nelson, CFA, Managing Principal, Director of Credit Research, Income, Research + Management
Rohit Shrivastava, CQF, Director of Equity Research & Portfolio Management, PanAgora Asset Management
12:00 PM - 01:00 PMLunch sponsored by Income, Research + Management
1:00 PM - 1:35 PMRegulatory Reporting Implementation Part 1: European Practitioner Stories from the Field
Max Messervy, Head of Sustainable Investment, Americas, Mercer
Annie Chor Joyce, Managing Director, Head of ESG, Amundi US
Whitney Sweeney, Investment Director, Sustainability, Schroders
Hanna Trueb, Senior Associate, ESG Research

1:35 PM - 2:15 PMRegulatory Reporting Implementation Part 2: What Can European Implementation Tell Us About How US Implementation Will Take Shape?
Anthony Eames, Managing Director, Responsible Investment Strategy, Calvert Research and Management
Sarah Bratton Hughes, Senior Vice President and Head of Sustainable Investing, American Century Investments
Michael W. McGrath, CFA, Asset Management and Investment Funds Partner, K&L Gates
2:15 PM - 2:30 PMAfternoon Break
2:30 PM - 3:10 PMDisclosure Standards for Investment Products – Early Experiences
Deborah Kidd, CFA, Director, Global Industry Standards, CFA Institute
Cara Early, CFA, Senior Investment Strategist, Breckinridge Capital Advisors
Barry Gladstein, CFA, FSA, Managing Director, Head of Sustainable Investing - Public Investments, Macquarie Asset Management
Allen Xiao, CFA, CPA, FCSI, Deputy Chief Risk Officer, Amundi US

3:15 PM - 3:55 PMNext Gen Data
Lawrence Pohlman, Director of Research, Adaptive Investment Solutions
Michael Robertson, CFA, Head of Systematic ESG Research, Fidelity Investments
Guarav Trivedi, Executive Director, ESG Research, MSCI Inc.

4:00 - 4:40 PMNavigating the "S" in ESG
Renee Connolly, Chief Diversity, Equity & Inclusion Officer and Head of Innovation HR Engagement & Inclusion, Merck KGaA
4:45 PM - 5:45 PMNetworking Reception sponsored by Brown Advisory


Our CFA Boston Sustainable Investing Conference is back live on November 29th