ESG Integration Forum

Thursday, December 5, 2019

Shearman & Sterling, 599 Lexington Avenue, New York

Develop an integrated approach around investor expectations on ESG issues

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. Further details about the agenda and speakers will be announced shortly.

 

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Agenda

  • 08:15 AM
    Breakfast and registration

    An opportunity to meet peers while enjoying a hot coffee or tea and breakfast.

  • 08:50 AM
    Welcome to the ESG Integration Forum

    This session will cover the purpose of the conference and introduction to discussions taking place throughout the day.

  • 09:00 AM
    ESG Trends: Why companies need to take an integrated response to investor expectations

    This session looks at the overarching themes and non-regulatory trends that are shaping investor expectations and actions and engagement around ESG factors with companies in their investment universe.

    We aim to look at how trends are likely to shape investor expectations of companies in the future.

  • 09:30 AM
    ESG Trends: The regulatory forces changing expectations on public companies

    Taking a more regulatory perspective we look at current and future policies that will impact ESG risk management and discuss how that is likely to impact voting and investment decisions in the future.

    1. ESG disclosure simplification act 2019
    2. Shareholder protection act 2019
    3. Corporate human rights risk assessment, prevention and mitigation act 2019
    4. Climate risk disclosure act 2019
  • 10:00 AM
    Refreshment break

    A chance to re-fuel and meet other attendees

  • 10:30 AM
    It starts with governance: A look ahead to the 2020 proxy season

    The SECs revised approach to handling companies’ requests to exclude shareholder proposals from the AGM has received criticism from investor groups on the grounds of reducing transparency, accountability, increasing the burden on investors and potentially increasing conflict between companies and their shareholders. We look at what could potentially lie ahead for the 2020 proxy season, in terms of how proposals are handled, but also, which issues are likely to become a focus for shareholders over the next 12 months.

  • 10:50 AM
    Navigating social issues: Elections, Human Capital Proposals, Cyber security, data privacy, diversity and inclusion the role of privacy

    The looming proxy season is expected to bring a growing number of human capital-management proposals, an election is likely to focus minds on political spending disclosure, the California Consumer Privacy Act drives data privacy and cyber-attack concerns and the demand for better diversity & inclusion continues.

    It would seem that 2020 is going to focus a lot of shareholders’ minds on social policy issues, however a 2019 IR Magazine report noted that 73% of IROs only discuss social issues with investors 1-2 times per year (47%) or not at all (26%.) We ask ‘is enough focus being given to social issues?’ and will these issues be more prominent over time?

  • 11:10 AM
    Environment: The ‘climate crisis’: Investor responses and the impact on companies

    More funds flow into low-carbon indexes, TCFD-based reporting is to become mandatory for PRI signatories in 2020 and Climate Action100+ represents a sea change in how investors perceive climate risks.

    We examine how governance, IR and sustainability teams can work together to influence corporate strategy and board oversight on climate risk, and how best to communicate their actions with shareholders.

  • 11:30 AM
    The disclosure dilemma: What to report, to whom, in which format and how?

    • Learn about the disclosure requirements for investors and analysts and how companies are prioritizing what to report on.
    • How has M&A in the ratings agency ecosystem impacted the quality and sources of alternative data that investors use to inform their voting or investment decisions.
    • On the path to disclosure standardization: Should IR, Governance and Sustainability take a more active role in working groups and with framework providers to drive consistent data provision.
  • 12:15 PM
    Lunch

    Sit down for lunch and a chat with fellow conference attendees

  • 13:15 PM
    The Exchange: Roundtable discussion on how companies can change their ESG practices

    • Taking your 1st footsteps: How to begin a conversation around environmental, social and governance factors
    • Understanding materiality and driving value through extra-financial reporting
    • How can companies manage the scale and varying quality of ESG data being used by investment firms to inform decisions?
    • It’s not a separate issue: How to integrate ESG into your equity story and communications
    • Navigating the spectrum of ESG investing and the differing approaches from screening, to integration to impact mean for your company
    • An ESG crisis: How to prepare and respond to an ESG related crisis
  • 14:00 PM
    From shareholder engagement to stakeholder value

    The purpose of this session is to focus on how companies can add-value to portfolio managers, stewardship teams and analysts by engaging on the most material ESG issues. We look at how to optimize your time, perfect year-round engagement and create value for both management, shareholders and all stakeholders.

  • 14:45 PM
    Take action!

    In a break from the conventional conference summary the final session will consist of anonymous interactive voting. We take action points based on the day’s discussions and ask the audience to vote on which issues they will focus on when they get back into the office – prioritizing the actions that provide the biggest return on time and resources.

    This means that you’ll leave the conference with a to-do-list that you can put into action!

  • 15:00 PM
    End of conference

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.

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.

What past attendees say

"A refreshing perspective, focused on bringing forward the "how" as opposed to the "what" and the "why" of ESG Integration practices for both corporations and investors."

Alessia Falsarone, PineBridge Investments

"The event was well-planned and balanced with speakers from each side of the issues."

Bridget Hughes, DFIN (Donnelley Financial Solutions)

"excellent, really interesting, good presenters, excellent venue"

Patricia Gutierrez, Mithra Advisors

"The event was better and more worthwhile than I expected."

Laura Lueder, MDU Resources Group

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.

Reserve your seat

Sign up for the complete experience below.

The ‘corporate attendee’ rate is reserved for publicly listed companies only. All others will have to book under the ‘non-corporate’ rate . Please note that these are our early-bird rates which will expire on October 25, 2019. Any bookings made after this date, will be charged at the standard rate.

 If you have any questions or need assistance with your booking, please contact
[email protected] 

Book today.

We look forward to seeing you at the event!

Contact

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