{"id":610888,"date":"2022-11-21T11:58:07","date_gmt":"2022-11-21T16:58:07","guid":{"rendered":"https:\/\/www.riverbendadvisors.com\/blog\/?p=610888"},"modified":"2022-11-21T11:58:07","modified_gmt":"2022-11-21T16:58:07","slug":"our-cfa-boston-sustainable-investing-conference-is-back-live-on-november-29th","status":"publish","type":"post","link":"https:\/\/www.riverbendadvisors.com\/blog\/2022\/11\/our-cfa-boston-sustainable-investing-conference-is-back-live-on-november-29th\/","title":{"rendered":"Our CFA Boston Sustainable Investing Conference is back live on November 29th"},"content":{"rendered":"

We are delighted to be back live for our ann\"\"<\/a>ual CFA Society Boston annual Sustainable Investing Conference on November 29, 2022<\/strong> at the Boston Park Plaza!<\/p>\n

Since 2013, the CFA Society Boston Sustainable Investing Conference has been a leading venue for exposure to innovation and best practices in sustainable investing.\u00a0 We have seen incredible progress, change and challenge in the three years since we were last together live in November 2019.\u00a0 It’s time to pick up the conversation again in person.<\/p>\n

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<\/em><\/strong> expert practitioners. Moreover, the diversity of the participants provides unique learning and networking experiences. The complete agenda is below and also available online<\/a>!<\/p>\n

With the conference taking place just after the Thanksgiving holiday, online registration will close on November 21st<\/sup><\/strong>.\u00a0 To register after that time, reach out to events@cfaboston.org<\/a> for assistance or use the “Add me to the wait list” button on the registration page.\u00a0 You may see a “Sold Out” message once online registration closes.<\/p>\n

F<\/strong>or more information and to register, visit our <\/strong>Sustainable Investing Conference Page.<\/strong><\/a><\/p>\n


\nCFA Society Boston\u2019s Sustainable Investing Conference
\nTuesday, November 29. 2022
\nBoston Park Plaza, Boston, MA
\n<\/strong><\/center>\n\n\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
07:30 AM - 08:15 AM<\/td>Registration Opens<\/i><\/b><\/td>\n<\/tr>\n
07:45 AM - 08:30 AM<\/td>Continental Breakfast<\/i><\/b><\/td>\n<\/tr>\n
08:30 AM - 08:45 AM<\/td>Welcome and Introductions<\/b>
\nHeather Young, CFA<\/b>, Vice President and Portfolio Manager, Loomis, Sayles & Company and Chair of the Board, CFA Society of Boston
\nMichael Greis, CFA<\/b>, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force<\/i>
\n<\/td>\n<\/tr>\n
08:45 AM - 9:15 AM
\n<\/td>		Keynote:<\/b>
\nRick Lacaille<\/b>, Executive Vice President, Global Head of ESG, State Street<\/i>
\n<\/td>\n<\/tr>\n
9:15 AM - 10:00 AM<\/td>Keynote: Without Climate Stability, There Are No CFAs<\/b>
\nSpencer Glendon, Ph.D.<\/b>, Founder, Probable Futures <\/i>
\n<\/td>\n<\/tr>\n
10:00 AM - 10:30 AM<\/td>Morning Break - Visit Exhibitors<\/b><\/td>\n<\/tr>\n
10:30 AM - 11:00 AM<\/td>Fireside Chat with Keynotes<\/b>
\nRick Lacaille<\/b>, Executive Vice President, Global Head of ESG, State Street
\nSpencer Glendon, Ph.D.<\/b>, Founder, Probable Futures
\nMichael Greis, CFA<\/b>, Principal, Riverbend Advisors and Chair of the Sustainable Investing Task Force<\/i>
\n<\/td>\n<\/tr>\n
11:00 AM - 12:00 PM<\/td>ESG Analysis & Integration \u2013 A Practitioner\u2019s Perspective<\/b>
\nModerator:<\/b>
\nAndrew Wetzel, CFA<\/b>, Managing Director, Sustainable Investing, F.L. Putnam Investment Management Company<\/i>
\nPanelists:<\/b>
\nMichelle Buckley, CFA, CAIA<\/b>, Vice President, Director of ESG Research, Boston Common Asset Management
\nKristoff Nelson, CFA<\/b>, Managing Principal, Director of Credit Research, Income, Research + Management
\nRohit Shrivastava, CQF<\/b>, Director of Equity Research & Portfolio Management, PanAgora Asset Management<\/i><\/td>\n<\/tr>\n
12:00 PM - 01:00 PM<\/td>Lunch sponsored by Income, Research + Management<\/i><\/b><\/td>\n<\/tr>\n
1:00 PM - 1:35 PM<\/td>Regulatory Reporting Implementation Part 1: European Practitioner Stories from the Field<\/b>
\nModerator:<\/b>
\nMax Messervy<\/b>, Head of Sustainable Investment, Americas, Mercer<\/i>
\nPanelists:<\/b>
\nAnnie Chor Joyce<\/b>, Managing Director, Head of ESG, Amundi US
\nWhitney Sweeney<\/b>, Investment Director, Sustainability, Schroders
\nHanna Trueb<\/b>, Senior Associate, ESG Research<\/i>
\n<\/td>\n<\/tr>\n
1:35 PM - 2:15 PM<\/td>Regulatory Reporting Implementation Part 2: What Can European Implementation Tell Us About How US Implementation Will Take Shape? <\/b>
\nModerator:<\/b>
\nMax Messervy<\/b>, Head of Sustainable Investment, Americas, Mercer<\/i>
\nPanelists:<\/b>
\nAnthony Eames<\/b>, Managing Director, Responsible Investment Strategy, Calvert Research and Management
\nSarah Bratton Hughes<\/b>, Senior Vice President and Head of Sustainable Investing, American Century Investments
\nMichael W. McGrath, CFA<\/b>, Asset Management and Investment Funds Partner, K&L Gates<\/i><\/td>\n<\/tr>\n
2:15 PM - 2:30 PM<\/td>Afternoon Break<\/b><\/td>\n<\/tr>\n
2:30 PM - 3:10 PM<\/td>Disclosure Standards for Investment Products \u2013 Early Experiences <\/b>
\nModerator:<\/b>
\nDeborah Kidd, CFA<\/b>, Director, Global Industry Standards, CFA Institute<\/i>
\nPanelists:<\/b>
\nCara Early, CFA<\/b>, Senior Investment Strategist, Breckinridge Capital Advisors
\nBarry Gladstein, CFA, FSA<\/b>, Managing Director, Head of Sustainable Investing - Public Investments, Macquarie Asset Management
\nAllen Xiao, CFA, CPA, FCSI<\/b>, Deputy Chief Risk Officer, Amundi US<\/i>
\n<\/td>\n<\/tr>\n
3:15 PM - 3:55 PM<\/td>Next Gen Data<\/b>
\nModerator:<\/b>
\nLawrence Pohlman<\/b>, Director of Research, Adaptive Investment Solutions<\/i>
\nPanelists:<\/b>
\nMichael Robertson, CFA<\/b>, Head of Systematic ESG Research, Fidelity Investments
\nGuarav Trivedi<\/b>, Executive Director, ESG Research, MSCI Inc.<\/i>
\n<\/td>\n<\/tr>\n
4:00 - 4:40 PM<\/td>Navigating the \"S\" in ESG<\/b>
\nSpeaker: <\/b>
\nRenee Connolly<\/b>, Chief Diversity, Equity & Inclusion Officer and Head of Innovation HR Engagement & Inclusion, Merck KGaA<\/i>
\n<\/td>\n<\/tr>\n
4:45 PM - 5:45 PM<\/td>Networking Reception sponsored by Brown Advisory<\/i><\/b><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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