Shearman & Sterling, 599 Lexington Avenue, New York
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.
Breakfast and registration
An opportunity to meet peers while enjoying a hot coffee or tea and breakfast.
Welcome to the ESG Integration Forum
This session will cover the purpose of the conference and introduction to discussions taking place throughout the day.
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.
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.
A chance to re-fuel and meet other attendees
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.
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?
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.
The disclosure dilemma: What to report, to whom, in which format and how?
Sit down for lunch and a chat with fellow conference attendees
The Exchange: Roundtable discussion on how companies can change their ESG practices
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.
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!
End of conference
The ESG Integration Forum will take place at the following venue:
Shearman & Sterling
599 Lexington Avenue
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.
Shearman & Sterling’s success is built on our clients’ success. We have a long and distinguished history of supporting our clients wherever they do business, from major financial centers to emerging and growth markets. We represent many of the world’s leading corporations and major financial institutions, as well as emerging growth companies, governments and state-owned enterprises, often working on ground-breaking, precedent-setting matters. With a deep understanding of our clients’ businesses and the industries they operate in, our work is driven by their need for outstanding legal and commercial advice.
We have over 850 lawyers around the world speaking more than 60 languages and practicing U.S., English, French, German, Italian, Hong Kong, OHADA and Saudi law. Nearly half of our lawyers practice outside the United States. Combining legal knowledge with industry expertise, our lawyers provide commercial advice that helps clients achieve their ambitions.
We are committed to forging long-term relationships with our clients, providing them with genuine insight and practical advice, and supporting them as they navigate the challenges of our 21st century global economy.
For more information, please visit www.shearman.com
Clermont Partners excels at helping companies in transformation more effectively engage their investors and take full advantage of every communications opportunity that impacts equity valuation. We build partnerships with our clients, so we can exclusively represent and protect their interests; not the interests of their financial advisors. Our independent relationships foster compelling, unfettered stakeholder narratives that tell the story you need to tell, maximizing investor engagement and confidence and driving your equity valuation in the right direction.
Deloitte Audit & Assurance
Our audit and assurance services can help organizations see further and deeper into their businesses. From enhancing trust in the companies we audit to assisting organizations in meeting the assurance demands outlined in regulations and standards, we help a multi-trillion dollar capital markets system function with greater confidence. An audit is more than an obligation – it’s a powerful lens for illuminating the current state of an enterprise, providing insight that can inform future aspirations.
Visit www.deloitte.com/us/audit for more information.
ERM is a leading global provider of sustainability, environmental, health, safety, risk and social performance services. ERM’s sustainability advisory services has been bolstered through the recent acquisitions of BrownFlynn and SustainAbility making us the go-to partner for clients seeking to lead the transition to a sustainable economy.
For more information, please visit www.erm.com.
Leaders Arena is an independent ESG advisory firm working with listed companies in Europe and North America. We are a team of highly specialised consultants offering a unique skillset that brings together 30+ years of Environmental, Social and Governance (ESG), Investor Relations (IR) and Corporate Social Responsibility (CSR) world-class expertise. We look at ESG through an investor lens having previously worked with and for institutional investors: we know how ESG investors think and what they want.
Clients come to us when they seek strategic guidance on the opportunities and risks presented by the ESG market. We help companies achieve maximum impact in their ESG programme and communication with investors. We care about your success and we understand that every client is different. Leaders Arena guarantees unparalleled client focus and maximum adaptability to our clients’ needs. Our programs are highly customisable and focus on companies’ current needs as they evolve.
Some of our solutions include ESG benchmarking and reporting, SRI targeting, investor roadshows, perception studies, ESG rating agencies support and helping companies keep up to date with evolving ESG market expectations. For more information, please visit us at www.leadersarena.global or email us at [email protected] for a free initial consultation.
Investis Digital is an award-winning digital communications company. Founded in 2000, the company combines effective storytelling and engaging digital experiences with world-class performance marketing and cutting-edge technology to help businesses communicate clearly and authentically with any audience. Investis Digital’s 2,000 global clients, including Ascential, ASOS, Rolls-Royce, Tarte, Fruit of the Loom, and Wyndham trust the Investis Digital team of more than 550 employees to deliver stronger relationships with audiences and improved ROI through its Connected Content™ approach. For more information, please visit https://www.investisdigital.com.
MerchantCantos, a Brunswick Group company, is one of the world’s leading creative agencies. With six offices worldwide, we deliver impactful, integrated communications for global clients. Founded in 1988 with a focus on financial reporting and in-depth, investor interviews, we’ve built an understanding for the real challenges facing our clients. Our specialties now encompass investor communications, sustainability, brand, and employee engagement. Our offers – design, film and digital – and expertise cover all aspects vital to business communications, and then some. MerchantCantos: we bring creativity to business critical communications.
For more information, please visit merchantcantos.com.
The NuVo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. We possess the tools, team and advanced technologies to ensure an exceptional customer experience — ease of process, rapid execution, regulatory compliance and, of course, uncompromising accuracy. Our Mission & Vision is to consistently perform in ways that make our customers’ jobs easier, and their printing and filing faster, to leverage the most experienced talent, effective tools and advanced technologies in financial printing, digital publishing and EDGAR SEC filing today in order to simplify, accelerate and enhance the end product we proudly deliver to our customers — on time, in format and on budget. To lead in the design and development of groundbreaking services, solutions and support systems, innovations that redefine the industry of financial printing, digital publishing and EDGAR SEC filing and deliver more tangible value and responsiveness to customers — compressed lead times, error-free documents, streamlined production and reduced cost. Proud to be named one of Inc 5000’s Fastest Growing Private Companies.
For more information, please visit http://www.thenuvogroup.com/
Trucost is part of S&P Global. A leader in carbon and environmental data and risk analysis, Trucost assesses risks relating to climate change, natural resource constraints, and broader environmental, social, and governance factors. Companies and financial institutions use Trucost intelligence to understand their ESG exposure to these factors, inform resilience and identify transformative solutions for a more sustainable global economy. S&P Global’s commitment to environmental analysis and product innovation allows us to deliver essential ESG investment-related information to the global marketplace. For more information, visit www.trucost.com.
About S&P Global
S&P Global (NYSE: SPGI) is a leading provider of transparent and independent ratings, benchmarks, analytics and data to the capital and commodity markets worldwide. For more information, visit www.spglobal.com.
Computershare | Georgeson is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, corporate governance advisory, proxy solicitation and stakeholder communications. We also specialize in a range of other diversified financial services. Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Georgeson, a Computershare company, offers unsurpassed advice and representation for annual meeting proxy solicitations, mergers and acquisitions, proxy contests, extraordinary transactions, unclaimed property services and corporate governance advisory. Computershare is represented in all major financial markets and has over 12,000 employees worldwide.
NIRI New York is the largest chapter in the NIRI network. Our unique position at the cross roads of the world’s largest financial center and proximity to a large number of Fortune 500 companies, enables us to deliver cutting edge programs featuring our industry’s most respected leaders, unparalleled peer-to-peer networking opportunities and access to thought leadership across multiple channels. No other local investor relations organization offers the breadth and depth of our outstanding membership benefits.
For more information, please visit www.niriny.org
Governance & Accountability Institute
Founded in 2007, Governance & Accountability Institute is a sustainability consulting firm headquartered in New York City, advising corporations in executing winning strategies that maximize return on investment at every step of their sustainability journey. The G&A team helps corporate and investment community clients recognize, understand and address sustainability issues of concern to important stakeholders. G&A’s sustainability-focused services and resources include counseling & strategies for the sustainability journey; sustainability reporting; materiality assessments; stakeholder engagement; benchmarking; ESG investor data strategy; investor relations; sustainability communications; coaching & training; advice on third-party awards, recognition and index inclusions; issues monitoring & customized research.
845 Third Avenue, Suite 644
New York, New York 10022
For more information, please visit www.ga-institute.com.
About Competent Boards:
By interviewing respected business leaders including board members, CEOs, and experts from various industries, Competent Boards is building an online accessible global platform where current and future directors and business leaders have the resources to learn from each other.
A place where knowledge, wisdom and acumen is shared and amplified in order to bring resiliency and the best philosophy and practices into boardrooms across the world.
Competent Boards offers customized board of director education and online professional development programs for boards, executives and their advisors on how to identify, articulate and confidently act upon the most material ESG aspects of their business. Over 50 of the worlds most respected leaders have contributed to the Competent Boards Certificate Program including:
· Paul Polman – Former CEO, Unilever and Chair, International Chamber of Commerce and The B-Team
· Erika Karp – Founder & CEO, Cornerstone Capital Group
· Jim Hagemann Snabe – Chair, A.P Moller – Maersk and Siemens
· Robert H. Herz – Board Member, Morgan Stanley, Fannie Mae, Workiva, and SASB Foundation
· Peter Damgaard Jensen – Chair, Institutional Investors Group on Climate Change (IIGCC)
· Torben Möger Pedersen – CEO, PensionDanmark
· Bjarne – Former CIO, Ontario Teacher’s Pension Plan
· Samuel A. DiPiazza – Board Member, AT&T Inc. and JLL and former CEO, PwC
· Jane Diplock, AO – Board Member, Singapore Exchange
Session topics are examined through the lens of good corporate governance and cover topics including ESG, Climate, Diversity, Human Rights, Supply Chain, the SDGs, Anti-corruption, Tax, Investment and Pay, Responsible Use of Data and Cybersecurity, Stakeholder Engagement, Disclosure, and more.
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:
To find out more about the benefits of sponsoring and the various packages available, email Ian Richman or call on +1 212 430 6865.
"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."
"The event was well-planned and balanced with speakers from each side of the issues."
"excellent, really interesting, good presenters, excellent venue"
"The event was better and more worthwhile than I expected."
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.
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
We look forward to seeing you at the event!