Clifford Chance offices, New York
The ESG Integration Forum – Summer was the perfect opportunity for board members, governance professionals, heads of investor relations and chief sustainability officers to take stock of the trends from this year’s proxy season and prepare for the road ahead.
Investors seem to be getting more specific on ESG issues, but we were also seeing an increase in the number of anti-ESG proposals. Meanwhile, the industry was awaiting the SEC’s climate proposal’s final approval – and content.
The volume and scope of shareholder proposals were on track to repeat last year’s haul, but we saw a return to previous years’ peak support? And how should companies be managing this mix of regulatory pressure and ESG scepticism?
We brought together the IR, governance and sustainability communities to analyze these questions in detail and discuss the implications for public companies and their ESG efforts. It’s focused on providing actionable insight to respond to increased stakeholder expectations of listed companies.
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Click here to view the 2023 PDF agenda.
All times displayed are in Eastern Time (ET)
08:15 AM
Registration opens
08:45 AM
Welcome to the ESG Integration Forum - Summer
Ben Maiden, editor-at-large, Corporate Secretary
08:55 AM
Setting the scene: A birds-eye view of ESG trends this proxy season
As the dust settles from this year’s proxy season, we’ll begin this conference by asking our panel how the conversation around ESG has changed, how it compares with last year, and which issues are gaining the most traction and attention.
• Reflect on new ESG trends from this year’s proxy season
• Understand the impact of macro headwinds on sustainable investing
• Learn how investor and stakeholder ESG priorities are evolving
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Rebecca Corbin, founder and CEO, Corbin Advisors
Ki Hoon Kim, associate general counsel, HPE
Jessica McDougall, director of investment stewardship, BlackRock
09:50 AM
Regulatory update: Prepare for converging reporting requirements
After delays and an unprecedented number of comments, the SEC’s final rule on climate disclosures approaches. Here we discuss the likely outcomes of these proposals, what the next steps are for companies, and how the requirements will (or won’t) align with other global standards, including those set by the CSRD and ISSB.
• An updated look at the SEC climate proposal timeline and expected final requirements
• Understand how the reporting requirements will align with other reporting frameworks
• Discuss how regulatory requirements may align or conflict with SEC requirements
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
Mindy Lubber, chief executive officer, CERES
Steve Nickelsburg, partner, Clifford Chance
10:25 AM
Morning networking break
10:55 AM
A fragmenting movement: Communicating through ESG fatigue, scepticism and opposition
As the momentum behind ESG continues to grow, so too does its opposition. But how significant is this really for IR and governance teams, and how will it impact the movement overall?
Here we will discuss where the resistance is coming from, whether or not it should be accounted for in your sustainability messaging, and how companies can communicate their ESG story authentically.
• Debate the significance of the ESG pushback for public companies
• Learn how to communicate your ESG story in the context of growing opposition
• Discuss how best to align your ESG story with your overall corporate strategy
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
Chris Gray, VP, sustainability, UnitedHealth Group
Emmanuelle Palikuca, managing director, head of sustainability advisory, Alliance Advisors
11:30 AM
Getting granular with data: Monitoring, measuring and managing your ESG performance
We still don’t know which scopes will be included in the final SEC rulings, but across the world the demand for comparable, ‘investor grade’ ESG data continues to grow.
But the reporting landscape is constantly evolving and companies are finding themselves burdened with growing requests from investors, ratings agencies and regulators. How best to collect and report ESG information to all these different stakeholders?
• What are your peers focussing on? Discuss the latest trends in ESG data collection and reporting
• Setting science-based climate targets and implementing a clear transition plan
• Discuss how best to tackle the challenge of scope 3 reporting and third-party assurance
• Discover tools and technologies to enable more accurate and standardized ESG data management
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Cynthia Cummis, sustainability and climate expert leader, Deloitte
Keir Gumbs, chief legal officer, Broadridge Financial Solutions
12:10 PM
Finding sustainable investors that match your company profile
This session examines how you can better understand the ESG priorities of your shareholders using a data-driven approach, how to benchmark your ESG ownership against that of your peers, and ways to target investors whose profile fits your ESG story.
Christopher Stroh, executive director, market intelligence, S&P Global Market Intelligence
12:40 PM
Lunch
13:40 PM
Governance trends: New expectations around board accountability and oversight
Following the collapse of SVB, the importance of good governance processes and an accountable, educated board is more critical than ever. What are the lessons learned from this, and how can governance teams support their boards at a time when voting policies have changed more than ever and companies face enhanced scrutiny?
Here we discuss how to identify and prepare for key governance risks, approaches to training and refreshing your board and ways to foster a culture of accountability across your organization.
• Learn how investor and proxy firm expectations around corporate governance and oversight are changing
• Hear how companies are approaching issues such as over boarding, onboarding, director education and term-limits
• Understand how informed your board needs to be on ESG: generalist vs specialist approach
• Share advice on staying agile: how often should you review your governance policies?
Moderator: Ben Maiden, editor-at-large, Corporate Secretary
Richard Gluckselig, VP, associate general counsel and assistant secretary, Regeneron
Alexandra Higgins, managing director, Okapi Partners
Tim Ring, senior vice president and corporate secretary, MetLife
14:25 PM
Spotlight on social: Managing and communicating social capital to a range of stakeholders
This year’s proxy season saw a number of high-profile racial equity audit proposals, highlighting the continued importance of DE&I issues in the mind of investors. As DE&I expectations increase, combined with rising living costs and new employee demands, companies should be re-evaluating the impacts human capital issues have on their business.
• Shareholder priorities: an overview of key human capital management trends this proxy season
• Go beyond board diversity: hiring and retaining a diverse workforce and reporting the right information
• Navigate new expectations on public companies to take a stand on social and political issues
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
Sarah Altschuller, business and human rights counsel, Verizon
Nadira Narine, senior program director, ICCR
Tejal Patel, executive director, SOC Investment Group
15:10 PM
Investor fire-side chat & Q&A: Learn how buy-side expectations around ESG issues are changing
Here we will discuss how investors are integrating ESG into their investment decisions in 2023.
How are market conditions impacting their approach, and how can governance and investor relations teams leverage their company’s ESG performance to better connect with existing and potential shareholders?
Moderator: Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
Daniel Hanson, Managing Director, Senior Portfolio Manager, Neuberger Berman
15:40 PM
Champagne roundtables: Exchange ideas with your peers
How the roundtables work:
Choose any of the following topics –the power is in your hands!
Join the relevant roundtable and discuss with your peers
At the end of the session, hear a quick roundup from each table on what was discussed
Enjoy a glass of champagne or a non-alcoholic beverage
Topics:
Managing your ESG strategy with limited resource
Giving yourself the best chance of success with ratings agencies
Progressing the conversation around DE&I issues
Staying ahead on privacy and cybersecurity issues
ESG activism: how are tactics evolving?
Ben Maiden, editor, Corporate Secretary
16:30 PM
Closing remarks and networking drinks
Laurence Taylor, senior conference producer, IR Magazine & Corporate Secretary
To inquire about speaking at the 2023 forum, please contact Laurence Taylor at [email protected] or call +44 7889 883 457
Cynthia Cummins
Sustainability and climate expert leader
Deloitte
Cynthia is a Sustainability and Climate Expert Leader with Deloitte’s Sustainability and ESG Services. She has been a pioneer in the Corporate GHG Management space for more than 25 years, working to define corporate climate leadership and designing and managing various government and NGO programs that mobilize companies to reduce GHG emissions.
Cynthia joined Deloitte from the Office of Energy Efficiency and Renewable Energy at the U.S. Department of Energy where she advised various programs in aligning their research, development, and deployment strategy with the real-world challenges of industry to decarbonize. Prior to this role, Cynthia worked at the World Resources Institute where she co-founded and co-led the Science Based Targets initiative and was the Deputy Director of the GHG Protocol where she led the development of various corporate GHG accounting and reporting standards and research on emerging GHG management issues. Earlier in her career, Cynthia was the founding director of U.S. EPA’s Climate Leaders Program which was the first effort in the U.S. to incentivize companies to measure and disclose their corporate GHG emissions and set ambitious emissions reduction targets.
Cynthia holds a MPA from Columbia University’s School of International and Public Affairs and a Bachelor of Science in Hotel Administration from Cornell University.
Ki Hoon Kim
Associate general counsel
HPE
Ki Hoon Kim is an Associate General Counsel at Hewlett Packard Enterprise Company, a global edge-to-cloud company that helps organizations accelerate outcomes by unlocking value from all of their data, everywhere. Ki Hoon’s current practice spans corporate governance, securities financings, ongoing public company reporting obligations, shareholder engagement and board support. Previously, Ki Hoon practiced law as an associate in the life sciences practice group and an associate in the capital markets practice group of international law firms in New York City.
Christopher Stroh
Executive director, market intelligence
S&P Global Market Intelligence
Christopher Stroh is an Executive Director and head S&P Global’s Situational Analytics team which focuses on sustainability focused ownership and targeting studies, transactional risk and opportunity analyses for companies considering or undergoing strategic changes, and scenario-focused analyses for S&P’s corporate, bank, and exchange partners. He was previously Director of the Corporate Analytics team at IHS Markit and Ipreo which focused on institutional investor targeting strategies for global investor relations programs. In this role, he helped investor relations teams globally understand the institutional investors they should focus on when preparing for investor days, roadshows, and conferences. Prior to joining Ipreo, he began his career in private wealth management. Christopher Stroh attended Boston University where he double majored in Economics and International Relations with specializations in Europe and International Business.
Keir Gumbs
Chief legal officer
Broadridge Financial Solutions
Emmanuelle Palikuca
Managing director and head of sustainability advisory
Alliance Advisors
Richard Gluckselig
VP, associate general counsel and corporate secretary
Regeneron
Richard Gluckselig is an Associate General Counsel and Assistant Corporate Secretary at
Regeneron Pharmaceuticals, Inc., an S&P 500 biotechnology company headquartered in New
York whose mission is to help patients with serious diseases. Richard has nearly 20 years of
experience advising companies on issues critical to their business. In his current role, Richard
focuses on corporate governance, ESG and financing matters, as well as strategic transactions,
shareholder engagement and board support. Previously, Richard worked as a member of the
securities and public companies practice group of an international law firm in Manhattan.
Richard holds a law degree from the University of Michigan and is admitted to the practice of
law in New York.
Tim Ring
Senior vice president and corporate secretary
MetLife
Tim Ring is responsible for corporate governance for MetLife and its subsidiaries, the management of board meetings, and engagement with the company’s institutional shareholders. Tim served as Corporate Secretary previously, from 2013 – 2017.
Prior to resuming this role, Tim was Chief Sustainability Officer, responsible for creating the strategic vision and portfolio of initiatives for the company’s sustainable business practices, corporate responsibility and philanthropic activities designed to increase MetLife’s value proposition. This includes aligning the company’s environmental, social and governance (ESG) policies and activities with the preferences and expectations of shareholders and other significant stakeholders and ensuring they are integrated into the company’s strategy and operations.
Daniel Hanson
Managing director, senior portfolio manager
Neuberger Berman
Chris Gray
VP, Sustainability
UnitedHealth Group
Chris Gray is Vice President Sustainability/ ESG (Environmental, Social & Governance) at UnitedHealth Group. In this newly established role, Chris reports into the Chief Sustainability Officer and is responsible for designing UHG’s strategies for a sustainable and modern health system, as we as partnering across the enterprise to help drive those strategies and report on the impact and outcomes to internal and external stakeholders.
Chris joined the Sustainability Team at UHG in October 2022 after 15 years at Pfizer, where he established the ESG function and advanced sustainability strategy and operations, public affairs and partnerships. He co-chaired Pfizer’s Sustainability Steering Committee, and lead efforts to embed the ESG discipline into Pfizer business strategies. Chris also served in roles supporting the Chairman & CEO in global public health forums, and managed relationships with key partners, for example the Bill & Melinda Gates Foundation.
Prior to joining Pfizer, Chris served in a variety of roles at Ernst & Young, including Markets Leader for the EY Biopharmaceutical Center of Excellence. He partnered with advisory services across the organization to address the needs of life sciences, medical technology, and hospital organizations.
Tejal Patel
Executive director
SOC Investment Group
Tejal joined the SOC Investment Group in 2016, where she focuses on corporate accountability and shareholder advocacy. In her current role, she has worked with investor coalitions on issues like opioids accountability and racial equity audits where she developed strategies for issuer engagement, shareholder proposals, and asset manager outreach. Prior to the SOC, Tejal was a Senior Associate at Institutional Shareholder Services (ISS), where she worked with asset owners and asset managers in the development and implementation of their proxy voting guidelines. Before ISS, Tejal was an Associate at a Connecticut-based law firm, where she represented institutional lenders in a variety of commercial finance transactions and advised public and private companies on securities law related matters. She currently serves as a director and the Labor Constituency Co-Chair for the Council of Institutional Investors (CII) and previously served on the U.S. Asset Owners Advisory Council from 2019-2021. She holds a J.D. from the University of Connecticut School of Law and a MSc. from the London School of Economics.
Sarah Altschuller
Business and human rights counsel
Verizon
Sarah Altschuller serves as Business & Human Rights Counsel in Verizon’s Business & Human Rights Program. In this role, Sarah supports Verizon’s commitment to integrating attention to human rights impacts into its legal and business operations. She also seeks to identify and respond to technological trends that may create human rights risks. Prior to joining Verizon in 2018, Sarah was Counsel in Foley Hoag LLP’s Corporate Social Responsibility Practice, where she advised corporate clients on how best to assess and address the human rights impacts of their operations and to respond to emerging legal and regulatory requirements specific to human rights. In 2018 and 2017, she was recognized by Chambers Global as among the top lawyers in the field of business & human rights.
Sarah co-teaches a seminar on business & human rights law at Georgetown University Law Center. Prior to law school, Sarah was a research analyst with the socially responsible investment firm, KLD Research & Analytics. Sarah received her J.D. from Harvard Law School and her B.A., magna cum laude, in Political Science from Williams College.
Michelle Williams
Partner
Clifford Chance
Michelle Williams is a member of the Litigation, Regulatory and White Collar practice group.
Michelle represents U.S. and foreign clients including multinational companies, financial institutions, and other financial service providers in criminal and regulatory enforcement proceedings relating to potential economic sanctions, export control, anti-corruption, and anti-money laundering, and advises on compliance with associated regulatory regimes, including data privacy and employee-related matters.
Michelle is a member of our global People Risk team.
Nadira Narine
Senior program director
ICCR
Nadira Narine is Senior Director of Strategic Initiatives, primarily responsible for research and analysis, coordination and support of ICCR’s Advancing Worker Justice program area, which brings shareholder advocates and allied worker-led and focused organizations together to advance dignity and justice for working people, with a particular focus on corporate operations in US and Canada.
Nadira participates in number of spaces dedicated to advancing worker justice, racial justice, and equity, bringing the perspective of responsible investors who are seeking to activate our investments, strategic partnerships, and movement-building strategies to influence and achieve meaningful gains for workers’ rights in the U.S. and Canada.
She has been a staff member at ICCR since 2004.
Nadira was born in Trinidad. She obtained a BA, from CUNY’s Brooklyn College and MA in Political Science from The CUNY Graduate Center.
Jessica McDougall
Director of investment stewardship
BlackRock
Jessica oversees coverage of companies within the Industrials and Materials sectors in the US and Canada for the BlackRock Investment Stewardship team, where she is responsible for engaging with public company management teams and boards of directors on material ESG risk factors on behalf of BlackRock’s clients. She is also responsible for voting BlackRock’s shares at these companies’ annual meetings. A key focus area within her sectors includes the assessment of climate- and nature-related risks, in the context of a company’s long-term outlook and broader considerations for a transition to a lower-carbon economy. Jessica also regularly engages on topics such as governance, compensation, board composition, human capital management, activism, M&A, and strategy.
Jessica is BlackRock’s representative on the Taskforce for Nature-related Financial Disclosures (TNFD), which aims to create a risk management and disclosure framework for organizations to report and act on nature-related risks. Jessica brings over 13 years of experience in ESG-related roles and financial services; before joining BlackRock, she was on the Stewardship and Corporate Governance team at TIAA. Prior to working at TIAA, Jessica provided financial planning to wealth management clients. Jessica began her career at Moxy Vote (TFS Capital), a start-up focused on proxy voting and retail shareholder advocacy efforts.
Jessica is a CERTIFIED FINANCIAL PLANNER™ and holds various securities licenses. She graduated from the University of Virginia with a BA in English.
Mindy Lubber
Chief executive officer
CERES
Mindy Lubber is the CEO and President of the sustainability nonprofit organization Ceres. She leads the organization’s executive leadership team and more than 225 employees working to mobilize the most influential investors and companies to drive action on the world’s greatest sustainability challenges. She has been at the helm since 2003, and under her leadership, the organization and its powerful networks and global collaborations have grown significantly in size and influence.
As a well-known global thought leader on climate change, Lubber has inspired capital market leaders including global coalitions of institutional investors and corporate boards and executives to factor environmental, social and governance (ESG) practices into their overall strategies. She is frequently quoted in top business and financial news outlets and pens a regular column for Forbes.com on a variety of topics that have elevated the economic and financial case for sustainability action and elevated concepts, such as climate and water risk, to the mainstream investment and business community. She regularly speaks to high-level world and national policymakers on the need for stronger climate policies and regulations to build a stronger, more resilient and sustainable economy. In 2015, Lubber helped catalyze the necessary business support to get the historic Paris Agreement across the finish line, leading Vogue Magazine to name her a “Climate Warrior.”
She has received numerous awards and recognitions for her leadership. In 2020, Lubber was awarded the United Nations ’Champions of the Earth’ Entrepreneurial Vision award. In the same year, Lubber made Barron’s Magazine’s list of the 100 most influential women in U.S. finance, and then again in 2021, 2022, and 2023. She has also received the Climate Visionary Award from the Earth Day Network, William K. Reilly Award for Environmental Leadership from American University, and the Skoll Award for Social Entrepreneurship from the Skoll Foundation. She has been recognized by the United Nations and the Foundation for Social Change as one of the World’s Top Leaders of Change. In 2019, 2020, and 2021, Ceres was named a top 100 women-led businesses in Massachusetts by the Globe Magazine and Commonwealth Institute.
Prior to Ceres, Lubber served as a Regional Administrator at the U.S. Environmental Protection Agency under former President Bill Clinton. She also founded Green Century Capital Management and served as the director of the Massachusetts Public Interest Research Group (MASSPIRG).
She resides in Brookline, Mass., with her husband Norman Stein. She has two children, Abe and Jessie.
Rebecca Corbin
Founder and chief executive officer
Corbin Advisors
Rebecca is founder and leader of Corbin and a pioneer in investor relations globally. Over her 20-year career in capital markets, she has architected a proprietary and proven methodology to drive sustained value creation based on extensive and unparalleled Voice of Investor® research and insights-driven strategies that have consistently been validated by the global equity markets.
As a subject matter expert and renowned capital markets and investor relations strategist with a demonstrated track record of rerating companies, Rebecca is a trusted advisor and partner to boards and executives who continually seek her research-based insights and counsel. She serves a broad range of global clients across sectors and industries.
Rebecca was in her mid-twenties when she founded Corbin Advisors in 2007 and, under her leadership as CEO, the company has developed a reputation as a best-in-class partner and, as a result, has grown exponentially and continues to set records across key metrics annually. She serves as Editor-in-chief of Inside the Buy-Side®, a leading research publication covered worldwide that identifies and reports on investor sentiment trends globally and best practice. Rebecca is a highly sought after and prolific public speaker, including at the World Economic Forum in Davos, and is a recurring guest on CNBC’s Squawk on the Street.
Long committed to giving back, Rebecca dedicates significant time and resources to helping advance social services, the arts, humanities, and education. In 2020, she created Corbin for Nonprofits and committed to donating 20% of that practices’ annual operating profits to nonprofit organizations. Rebecca serves on the boards of Washington College and The Bushnell Center for the Performing Arts and is a past director of the Hartford Symphony Orchestra and CT Women’s Hall of Fame. She is President of the Jim and Rebecca Loree Foundation, a nonprofit, charitable organization she co-founded with her husband in 2009, which is focused on supporting secondary and higher education.
Rebecca has been a frequent honoree for business and community leadership and most recently received Hartford Business Journal’s Annual Women in Business Award, which recognizes outstanding Connecticut-based female CEOs, entrepreneurs and senior-level executives who have mastered their industry and are admired by the business community. She holds a B.A. in Business Management from Washington College, the first college chartered in the sovereign United States of America, where she graduated cum laude and with Honors.
Rebecca resides in the Nutmeg State with her husband and their four daughters. She loves to spend time with her family, garden, play tennis and run.
Steve Nickelsburg
Partner
Clifford Chance
Steve Nickelsburg has broad experience in internal investigations, government enforcement matters, and complex civil litigation. He represents and advises corporate clients, sovereign and multilateral institutions, and individuals in cases with cross-border implications, including anticorruption, economic sanctions, anti-money laundering, unfair competition, and intellectual property theft, as well as matters involving human rights claims and sovereign immunity. Steve also advises multinational companies on litigation and transactional risk assessment, risk mitigation strategies, and compliance measures.
Steve is a member of our global Business and Human Rights Risk team, a member of our Global ESG Board, and a member of the Vance Center Committee of The Cyrus R. Vance Center for International Justice.
Alexandra Higgins
Managing director
Okapi Partners
Alexandra Higgins is a Managing Director at Okapi Partners providing strategic counsel to corporate clients and their advisors with a focus on governance and compensation issues, as well as other ESG concepts.
Alex has over 15 years of experience in corporate advisory and governance roles. Prior to joining Okapi Partners, she served as VP and Head of U.S. Partner Advisory Services at Institutional Shareholder Services Inc. (ISS) Corporate Solutions, where she managed advisory services for U.S. professional services firms on ISS policy, corporate governance issues, equity plan disclosure, and shareholder activism.
Alex also spent time as a reporter for CQ Roll Call, where she covered corporate governance regulation and activist investor campaigns. She began her career as an executive compensation analyst and research associate at The Corporate Library for six years before its merger with GMI Ratings, where she ultimately spent another four years advising law firms on corporate governance matters related to securities litigation.
In 2008, Alex was named a Rising Star of Corporate Governance by the Millstein Center for Corporate Governance and Performance. She holds a B.A. in Political Science from the University of Southern Maine.
Ben Maiden
Editor-at-large
Corporate Secretary
Ben Maiden is the editor-at-large of Corporate Secretary, having joined the company in December 2016. He is based in New York. He had previously been managing editor of Compliance Reporter since January 2007, covering regulatory and compliance issues affecting broker-dealers and asset management firms. Before that, Ben was editor of International Financial Law Review and IFLR’s Americas editor, working in London and New York.
Laurence Taylor
Senior conference producer
IR Magazine and Corporate Secretary
Laurence Taylor is a content researcher and conference producer at IR Magazine and Corporate Secretary where he is responsible for crowd-sourcing intelligence on the big global issues facing public companies. In this role, Laurence creates industry-wide conferences overseeing the event all the way from conception to completion.
Prior to this role, Laurence held similar roles with Westminster insight, A UK based policy organisation for both private and public sector. Laurence also produced events for Metal Bulletin, American Metal Market, and Industrial Minerals market.
Our attendees are leading IR and GRC practitioners with an established track record and strategic role within their company.
Below is a sample of some of this year’s attendees:
Job title | Company | Job title | Company | |
Associate director, IR | Vertex Pharmaceuticals | Head of IR | Braze (BRZE) | |
Associate GC, head ESG | West Pharmaceutical Services | IR and treasury | Cotiviti | |
AVP, ESG engagement | Radian Group | IR ESG manager | Starbucks | |
CCO and IRO | ResMed | IR lead | Q4 | |
Chair, corporate governance | Cozen O’Connor | MD | Accenture | |
Chief legal officer | Altus Power | Partner | Fox Rothschild | |
Company secretary | Heineken | President | Anavex Life Sciences | |
Corporate secretary | Brighthouse Financial | Senior director, sustainability and ESG | Interactive Brokers | |
Deputy general counsel | Edgewell Personal Care | Senior director, IR | Aristocrat Technologies | |
Director ESG and sustainability | PSEG | Senior manager, ESG | Lovesac | |
Director, ESG | Energy Recovery | Senior securities and governance counsel | Marsh and McLennan | |
Director, corporate communications | SJW Group | Senior, ESG analyst | The Lovesac Company | |
Director, financial communications | ITT | SME | Boardwalk | |
Director, IR | MeridianLink | Student | Fordham University | |
Director, IR | Omnicell | Sustainability coordinator | FIS Global | |
Director, sustainability | BD | SVP, associate general counsel | TelevisaUnivision | |
ESG program manager | CONMED | SVP, corporate development and IR | Workiva | |
EVP and chief legal officer | DMC Global | SVP, IR | MGIC | |
EVP, CAO and general counsel | Photronics | VP | HASI | |
EVP, chief legal officer | Blue Foundry Bank | VP, associate general counsel | Atlas Air | |
EVP, general counsel and CCO | B&G Foods | VP, corporate communications | Hudson | |
Executive director, IR and ESG | Horizon Therapeutics | VP, finance | Gambling.com Group | |
Finance manager | Veolia | VP, IR | LiveRamp | |
Global head, ESG and sustainability | Elanco Animal Health | VP, IR | Vimeo | |
Global sustainability manager | EnerSys | VP, IR and corporate development | Standard Motor Products |
Why partner with us?
The ESG Integration Forum – Summer brings together some of the most influential people in the IR and GRC communities.
The event offers an effective approach to targeting clients when they are exploring how they can improve their IR and GRC practice. Through our unrivalled knowledge of the subject matters and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.
The unique buzz we create at our in-person events – a far cry from a traditional conference – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR and governance teams. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their ESG program to invest in, which service providers to engage and consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice to the IR and GRC communities.
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the ESG Integration Forum – Summer. Get in touch with Lucas Alexandre or call on +1 646 327 5725.
In association with
Clifford Chance is one of the world’s pre-eminent law firms with significant depth and range of resources across five continents. We provide our clients with the highest-quality advice and legal insight, which combines the firm’s global standards with in-depth local expertise. We advise clients the world over on sustainable business transition and transformation, offering global coverage and technical excellence in the major aspects of ESG. The climate emergency, imperative social issues, and increased importance of effective governance require advice and support from the forefront of ESG developments, as part of achieving the Just Transition. Our team is on hand to enable business transition and to protect and create your sustainable growth.
For more information, please visit our website.
Forum Partners
Corporate Advisory, Reinvented
People
In a global community, relationships matter more now than ever before. Our team is comprised of world-renowned experts who laud the most effective strategic relationships, ensuring the best-case scenario for the future of your company.
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Business intelligence is more than information for information’s sake. The quality and timeliness of that data, reinforced by expert analysis of all pertinent information, differentiate business success from failure.
Process
As a public company, you need a partner who not only has the relationships, deep analysis, and access to real-time data to position your company for future growth, you need a visionary group that uses their unmatched experience to reinvent how things are done to achieve your goals faster and more effectively than anyone else.
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For more information, please visit our website.
Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics. We help drive business transformation with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. We power the entire investment lifecycle, from trading, portfolio management and financial advisory to omni-channel communications. Part of the Canadian financial services community for three decades, our footprint spans the big five banks, one-third of North American wealth management firms and 75 percent of the mailboxes in North America. We are uniquely positioned to help clients get ahead of today’s challenges and capitalize on what’s next.
Broadridge also delivers a single-source solution to help corporations simplify securityholder management, efficiently navigate regulatory and compliance communication requirements and gain insights to effectively serve and engage securityholders. Our smart, simple and strategic solutions for public companies and alternative investments, such as REITs help you build your brand and engage your securityholders. Our communication tools help gain efficiencies, cultivate goodwill toward your brand, educate and influence securityholders and increase participation. We simplify the annual meeting process by streamlining proxy communications that improve your annual meetings with solutions to efficiently, and effectively reach all of your securityholders and support your goals and priorities. We help you drive a successful proxy outcome with data-driven, predictive insights based on securityholder voting patterns. Our data and insights help you gain a greater understanding of securityholder behaviours and trends so you can make smart decisions that support good governance practices.
For more information please visit: www.broadridge.com.
Corbin was founded on the idea that insights-driven advice is a powerful catalyst for unlocking value. Leveraging proprietary research and analytics, a best-practice mindset, executional excellence, and a deep understanding of what influences sentiment, we deploy a proven model to realize value. We work with organizations globally, across all sectors and sizes, as our knowledge and insights drive breakthrough thinking and impact. We collaborate with our clients to execute sound, effective communication, and engagement strategies.
For more information, please visit corbinadvisors.com
For more than 175 years, companies have counted on Deloitte’s Audit & Assurance professionals to help them adapt to changing business environments, build stakeholder trust, and thrive long term. Deloitte’s Audit & Assurance Sustainability and ESG Services team helps organizations make immediate, significant progress in ESG integration, reporting, and accountability, transforming their sustainability objectives into measurable impact. Learn more.
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, perform valuations and assess credit risk. Investment professionals, government agencies, corporations and universities around the world use this essential intelligence to make business and financial decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering ESG solutions, deep data and insights on critical business factors. S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth and accelerates progress for more than 160 years. For more information, visit www.spglobal.com/marketintelligence.
Supporting partners
Governance & Accountability Institute, Inc. (G&A) is an ESG and sustainability consulting firm, founded in 2006 and based in New York, helping clients become leaders in corporate sustainability and corporate responsibility. We understand and advise on the important ways that institutional investors – asset owners and their asset managers – evaluate opportunities to invest in public and private companies. We also help savvy and enlightened corporate executives position their enterprises for success in the “new norms” of the capital markets.
For more information, please visit ga-institute.com.
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
The Virtual Chapter is the second largest chapter in the NIRI ecosystem, with over 230 members representing 160+ publicly traded companies from a wide range of professional experiences, industries, geographies and market caps. The Virtual Chapter has been providing online educational, professional development and networking opportunities for its members and the broader IR community for more than 16 years, and is the only NIRI chapter to offer CPE credits in addition to IRC PDUs. For more information, please contact [email protected] or visit: nirivirtual.org
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