ESG Integration Forum

Thursday, December 6, 2018

New York, NY

Develop an integrated approach around investor expectations on ESG issues

Corporate Secretary and IR Magazine are partnering to help companies respond to the growing demand for improved ESG practices and disclosures with an integrated approach to environmental, social and governance related risks.

The ESG integration forum brings investor relations, governance, risk and compliance experts together to explore the underlying factors that have driven the rise of ESG, deepen shareholder engagement, help companies identify and act on material risks, and better manage shareholder proposals.

Sustainable Finance Week

 

Sustainable Finance Week is dedicated to the visionary ideas, emerging trends and market-moving players of 2018. We are proud to be one of the four separate events from December 3rd to the 7th convening 1000+ industry leaders in New York City to accelerate the mainstreaming of sustainable finance. Find out more at www.Bloomberg.com/sfw.

 

Agenda

  • 08:00 AM
    Registration and networking breakfast

  • 08:45 AM
    Welcome to the ESG Integration Forum | Taking a cohesive approach to long-termism

    Stephen Giove, Partner, Shearman & Sterling

  • 09:00 AM
    The driving force of ESG – values and value

    Why is ESG important for investors and shareholders, and why should companies take interest? This session will share views on what is really driving investor interest in ESG and why it is important.

    • Has the shift from active to passive money put more importance on environmental, and social governance?
    • Are activist investors taking a more socially responsible approach?
    • Does good environmental and social performance provide the best value for your shareholders?
    • What other mega-trends are influencing investor expectations around ESG disclosure

    Moderator: Stephen Giove, Partner, Shearman & Sterling
    Erika Karp, Chief executive officer, Cornerstone capital
    Michael Stiller, Global co-head of strategic capital intelligence, Nasdaq
    John Truzzolino, Director of business development, Donnelley Financial Solutions

  • 10:00 AM
    Morning refreshment and networking break

  • 10:30 AM
    Taking an integrated approach to ESG risks and opportunities

    How Investor Relations and Corporate Governance teams can collaborate to respond to investor expectations on material Environmental, Social and Governance risks (and opportunities.)

    • “Our shareholders and investors don’t ask ESG questions” – what isn’t being said in your engagements but is influencing investment and voting decisions? How big is the gap between corporate and investors’ definition of material ESG risks?
    • How important is the role of proxy advisors, rating agencies and sustainability indexes? How should you work better with these parties?
    • How better to leverage knowledge and resources within your companies?

    Moderator: Ben Ashwell, digital editor, IR Magazine
    Danielle Chesebrough, Senior analyst of investor relations, UN PRI
    Friederike Edelmann, Director of investor relations, Criteo
    Brian Matt, Director and global head of strategy and innovation, Ipreo by IHS Markit

  • 11:30 AM
    A bite sized briefing: An overview of ESG trends in shareholder proposals

    Hear an overview of the ESG trends related to shareholder proposals in a short and concise format.

    Arielle Katman, Senior associate, Shearman & Sterling

  • 11:35 AM
    Trends in shareholder proposals: Review of the latest proxy season

    Hear discussions about the hot issues that have topped the list of shareholder proposals, then discuss what you, and the actions that management can take to address these concerns.

    Moderator: Ben Ashwell, digital editor, IR Magazine
    Alexandra Higgins, Managing director, Okapi Partners

     

  • 12:00 PM
    Networking lunch

  • 13:00 PM
    Making the most of engagement and telling the long-term story

    This session focuses on engaging with your current, and prospective investors looking at engagement best practices

    • Who is responsible for engaging on ESG, should it be investor relations, or corporate governance? What relationships and lines of communication need to be set up with the buyside and the sell-side?
    • Is there a need for separate ESG or corporate governance roadshows, and how can you make the most out of these activities?
    • Does better ESG performance open-up new pools of capital? What do family offices, socially responsible investors and pension funds want to see?

    Moderator: Bruce Goldfarb, Chief executive officer, Okapi Partners
    Yafit Cohn, Associate group general counsel, Travelers
    Amanda Cimaglia, Director of investor relations and corporate communication, Hannon Armstrong
    Jack Robinson, Vice chair and portfolio manager, Trillium Asset Management

  • 14:00 PM
    ESG Disclosure vs. Performance

    This session will debate the importance of disclosure and how to use reporting to improve ESG performance.

    • What impact does disclosure have on stock performance?
    • Reporting, survey filings and disclosure is expensive – if we put those resources towards better ESG performance does that provide better value for investors?
    • How do I navigate the alphabet soup of reporting frameworks?
    • What surveys should be prioritized and what do investors first look at when they pick up a sustainability report?

    Moderator: Stephen Giove, Partner, Shearman & sterling
    Wesley Gee, Director of sustainability, The works design communications
    Kurt Kuehn, Former chief financial officer, UPS
    Brian Tomlinson, Research director, Strategic investor initiative

  • 15:00 PM
    ESG Expectations: Q&A with the street

    Your opportunity to connect with investors and hear directly about their expectations on Environmental, Social and Governance factors, and to have your biggest questions answered.

    Moderator: Amy Springsteel, Assistant vice president of corporate responsibility, Voya Financial
    Verity Chegar, ESG integration and sustainable investing, Blackrock
    Alessia Falsarone, Managing director of portfolio strategy and risk, PineBridge Investments
    Daniel Kern, Chief investment officer, TFC Financial
    Bill Page, Senior vice president and senior portfolio manager, Essex Investment Management
    Anna Snider, Managing director head of CIO due diligence, Bank of America Merryl Lynch

  • 15:45 PM
    Closing keynote: The next steps for ESG integration

    A summary of the day’s discussions and what both investor relations and corporate governance need to do to take a more cohesive approach to satisfy investor expectations on Environmental, Social and Governance factors.

    Moderator: Ben Ashwell, digital editor, IR Magazine
    Anton Gorodniuk, Sector analyst for financials, Sustainability Accounting Standards Board (SASB)

Speakers

Hear insights from these featured speakers, and many more...


Venue

 

The ESG Integration Forum will take place at the following venue:

Shearman & Sterling
599 Lexington Avenue
New York
NY 10022

ACCOMMODATION

Looking for the perfect place to stay before or after the event? Why not try our exclusive HotelMap to browse real-time room rates of hotels close in proximity to Shearman and Sterling. To view a virtual map of nearby hotels or book a room, please CLICK HERE.

NIRI IRC® CREDENTIAL

Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) at this event. IRC-credentialed speakers may also earn PDUs.  Find out more information at www.niri.org/certification.

Sponsors

Sponsorship Opportunities

Our events provide a unique opportunity to get in front of some of the most influential people in the US GRC community. As a sponsor, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with excellence and network with key decision makers from across the region.

Sponsoring the event will provide:

  • A chance to network with qualified, senior decision-makers in the GRC community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients

To find out more about the benefits of sponsoring and the various packages available, email Ian Richman or call on +1 212 430 6865.

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