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
Join us for the 2023 CFA Boston Sustainable Investing Conference on November 8th