It’s hard to believe that it has been 10 years since we created the first Sustainable Investing conference for what was then the Boston Security Analysts Society. Ten years on, we are delighted to continue to bring you sessions on the leading edge of developments in Sustainable Investing at this year’s 2023 CFA Boston Sustainable Investing conference at the Boston Westin Waterfront on Wednesday, November 8th 2023.
This year’s conference features several sessions on Natural Capital and Diversity, Equity & Inclusion. We’ll also have sessions on social impact in private markets investing, a provocative panel on “How green are EVs?” and a discussion of the emergence of carbon as an investable asset class.
Our goal continues to be to connect Sustainable Investing themes to professional practice. If you’ve attended in previous years, you’ve experienced the breadth of networking and conversations that comes with the diversity of attendees, at an event sized and structured to be conducive to interaction.
The complete agenda is below and also online. Register here to join us again – or for the first time – at the annual CFA Boston Sustainable Investing conference on November 8th at the Boston Westin Waterfront.
| 07:00 AM |
|
Registration Open
|
| |
|
|
| 07:15 AM – 08:15 AM |
|
Continental Breakfast |
| |
|
|
| 08:15 AM – 08:30 AM |
|
Welcome and Introductions |
| |
|
Sarah Samuels, CFA, CAIA CFA Society Boston Chair
|
| |
|
Patricia Schneider, CFA, Sustainable Investing Task Force Chair |
| |
|
|
| 08:30 AM – 9:30 AM |
|
Keynote and Fireside Chat |
| |
|
Michael Trotsky, CFA, Executive Director and Chief Investment Officer, MassPRIM
|
| |
|
|
| 9:30 AM – 10:30 AM |
|
Social Impact in Private Markets: Exploring strategies for targeting, generating, and measuring positive social impact through private investments |
| |
|
Dr. Nzinga Broussard, Senior Director, Sorenson Impact Center |
| |
|
Jane Bieneman, Senior Advisor, Tideline
|
| |
|
Jonathan Tower, Founder and Managing Partner, Arctaris |
| |
|
|
| 10:30 AM – 11:00 AM |
|
Morning Break/ Visit Exhibitors |
| |
|
|
| 11:00 AM – 12:00 PM |
|
Natural Capital Part I |
| |
|
Gabriel Thoumi, CFA, FRM, CEO of Responsible Alpha
|
| |
|
Gillian Mollod, Vice President, ESG Research, MSCI |
| |
|
|
| 12:00 PM – 01:00 PM |
|
Lunch |
| |
|
|
| 01:00 PM – 02:00 PM |
|
Natural Capital Part II |
| |
|
Megan Reilly Cayten, Climate Asset Management |
| |
|
Carrie Houtman, Global Sustainability Director-Climate, Dow, Inc. |
| |
|
|
| 02:00 PM – 03:00 PM |
|
DEI Code in Motion |
| |
|
Sarah Maynard, Global Senior Head, Diversity, Equity, & Inclusion at CFA Institute
|
| |
|
Keon Holmes, CFA, Managing Director at Cambridge Associates |
| |
|
Carol W. Geremia, President and Head of Global Distribution, MFS Investment Management |
| |
|
David Chang, CFA, Commodities Portfolio Manager, Wellington Management
|
| |
|
Maliz Beams, CEO, Long-Term Stock Exchange |
| |
|
|
| 03:00 PM – 03:30 PM |
|
Afternoon Break/ Visit Exhibitors |
| |
|
|
| 03:30 PM – 04:30 PM |
|
How “green” are EVs? |
| |
|
William Thompson, Senior Sustainable & Thematic Analyst – Energy & Industrials, Barclays Investment Bank |
| |
|
Pedro Palandrani, VP, Director of Research, Global X ETFs |
| |
|
|
| 04:30 PM – 05:30 PM |
|
Carbon Assets
|
| |
|
Evan Deutsch, Head of Corporate Solution (North America), Viridios Capital
|
| |
|
Barbara Kates Garnick, Professor of Practice, The Fletcher School of Law and Diplomacy, Tufts University |
| |
|
Michael Stzelecki, CFA, Managing Director, Business Development, Senior Timberland Portfolio Manager, Manulife Investment Management
|
| |
|
Allen Worth, Carbon Markets Analyst, Quantix Commodities
|
| |
|
|
| 05:30 PM – 06:30 PM |
|
Networking Reception |
