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2016 BSAS Sustainable Investing seminar

November 17, 2016 @ 8:00 am - 6:00 pm

The 4th annual BSAS Sustainable Investing Seminar will take place on November 17th at the Sheraton Boston Hotel. We are pleased to again have an outstanding lineup of speakers and panelists joining us.

  • Michael Greis, CFA, Principal, Riverbend Advisors and Chair of the Seminar Committee
  • John Streur, President & CEO, Calvert Investments
  • Anna Snider, CAIA, Head of Due Diligence, CIO Office, Merrill Lynch
  • Anna Snider, CAIA, Head of Due Diligence, CIO Office, Merrill Lynch – Moderator
  • Noel Friedman, CFA, Business Manager, ESG Research Products, MSCI
  • Jon Hale, CFA, Head of Sustainability Research, Morningstar, Inc.
  • Sarah Smith, Director of Institutional Relations at Sustainalytics
  • George Serafeim, Jakurski Family Associate Professor at Harvard Business School
  • Sr. Patricia Daly, OP, Executive Director, Tri-State Coalition for Responsible Investment
  • Moderated by Cheryl Smith, CFA, Managing Partner, Trillium Asset Management
  • Gareth Davies, Head of Responsible Investment, Columbia Threadneedle – Moderator
  • Andreas Feiner, Founding Partner and Head of ESG Research & Advisory, Arabesque Asset Management
  • Quyuen Tran, Equity Portfolio Specialist, Wellington Management
  • Laurent De Greef, Director, Global Head of Consultant Relations, Acadian Asset Management
  • Andreas G. F. Hoepner, PhD, Senior Academic Fellow, PRI and Associate Professor of Finance,
    ICMA Centre, Henley Business School
  • Pernille Jessen, Head of Credit, Unipension Denmark


  • Steve Lydenberg, CFA, Partner, Strategic Vision, Domini Social Investments; Founder & CEO, The Investment Integration Project
  • Tim Youmans, Research Director, CECP’s Strategic Investor Initiative
  • Sarah Williamson, CFA, CEO, Focusing Capital on the Long Term
2016 BSAS Sustainable Investing seminar


November 17, 2016
8:00 am - 6:00 pm
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Boston Security Analysts Society
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