What

Join Truvalue Labs for our third annual ESG Investing Forum for thought-provoking sessions with industry leaders on ESG investing trends. Come network with peers on the stunning 44th floor of the Hearst Tower. This is a complimentary event at a one-of-a-kind location. Reserve your seat now!

Where

Hearst Tower
300 West 57th St, 44th Floor
New York, NY

Get Directions

Who

We’re expecting 200 delegates from asset management, asset owner, hedge fund, wealth management, index, ESG thought leader and partner organizations to attend this year’s ESG Investing Forum 2019 in New York.  View last year’s delegate list for more information.

Speakers

Partial list of world-class speakers on the latest ESG topics, groundbreaking research and trends. See last year’s speaker lineup to see the caliber of speakers to expect this year.

Dr. Robert Eccles

Visiting Professor
Saïd Business School
University of Oxford

Tony Campos

Head of ESG
Americas FTSE Russell

Megan Starr

VP, ESG & Impact Investing
Asset Management
Goldman Sachs 

Judy Cotte LL.M.

CEO
ESG Global Advisors

Fabien Labouret

Managing Director
Global Head of Investment Strategies and Barclays Investment Managers
Barclays

Brian Svendahl, CFA

Managing Director, Co-Head
U.S. Fixed Income
RBC Global Asset Management

Timothy Youmans

Engagement Director
Hermes EOS

Bernd Henseler

Head of Americas
Solactive Americas Inc.

Stephen Malinak

Chief Data & Analytics Officer
Truvalue Labs

Thomas Kuh

Head of Index
Truvalue Labs

Rachelle Sampson

Professor of Logistics,
Business and Public Policy
University of Maryland

Witold J. Henisz

Professor of Management
The Wharton School
University of Pennsylvania

Agenda

Sessions are designed to be engaging and lively with talks and interactive panel discussions on challenges to the status quo.

Registration
1:00 – 1:30 pm

Welcome & Introduction

The Investor Revolution: Shareholders are Getting Serious about Sustainability

Finding Alpha in ESG Data

Emerging Best Practices in ESG Integration

Innovations in ESG Indexing

Academic Spotlight: Leading Edge Actionable Research

Measuring Impact

Reception
5:30 – 6:30 pm

Register

Dr. Robert Eccles

Visiting Professor
Saïd Business School
University of Oxford

World renown leader, scholar and researcher in ESG investing, reporting and integration

Robert G. Eccles is a Visiting Professor of Management Practice at the Said Business School, University of Oxford as well as a Visiting Lecturer at the Massachusetts Institute of Technology, Sloan School of Management and was a Professor at Harvard Business School. Bob is Chairman of KKS Advisors, is a member of the board of TruValue Labs and a member of the board of the Mistra Center for Sustainable Markets at the Stockholm School of Economics.

He was the founding Chairman of the Sustainability Accounting Standards Board and one of the founders of the International Integrated Reporting Council. Bob was selected as one of the Top 100 Thought Leaders in Trustworthy Business Behavior and was named Honorary Fellow of the Association of Chartered Certified Accountants (ACCA). Dr. Eccles received an S.B. in Mathematics and an S.B. in Humanities and Science from the Massachusetts Institute of Technology and an A.M. and Ph.D. in Sociology from Harvard University.

Tony Campos

Head of ESG, Americas
FTSE Russell

Tony Campos joined FTSE in 2004 and leads the ESG business and product development in North America, working closely with FTSE’s asset manager and asset owner clients. Prior to his current role, Campos managed FTSE’s global program of engagement with companies in the FTSE4Good Index Series, which features extensive work on ESG issues with some of the world’s largest public companies. Previously, Campos worked with the Multi-State Working Group on Environmental Performance (MSWG), a US not-for-profit organisation, advising on the development of market-driven environmental disclosure. Campos holds degrees in Political Science and History from the University of Wisconsin-Madison and has a Level 3 Certificate in Investment Management from the CFA Society of the UK. Campos is a member of the Integration Working Group of UN PRI, and the International Working Group of US SIF.

Megan Starr

Vice President, ESG and Impact Investing
Goldman Sachs Asset Management

Megan Starr is a member of the Goldman Sachs Asset Management team working on the development of the Environmental, Social and Governance (ESG) and Impact Investing Platform within the Goldman Sachs Investment Management Division. Previously, Ms. Starr was the Chief of Staff of The JPB Foundation, a $3.8B private family foundation based in New York City. Ms. Starr earned an A.B. from Harvard College in Environmental Science and Public Policy, magna cum laude with highest honors in field of concentration, and was awarded summa cum laude for her thesis on biological carbon offsets. Ms. Starr earned an M.B.A. and a Certificate in Public Management and Social Innovation from the Stanford Graduate School of Business, where she was an Arbuckle Megan F. Starr Leadership Fellow.

Timothy Youmans

Engagement Director
Hermes EOS

Tim Youmans is a director at Hermes EOS and leads its North America efforts. Previously he was research director for the Strategic Investor Initiative at CECP – The CEO Force for Good. Tim has been a research scholar at Harvard Business School and the MIT Sloan School’s Family Office Program. He continues to work closely with Oxford Said Business School professor Robert G Eccles. Their research on Materiality in Corporate Governance: The Statement of Significant Audiences and Materiality and on other topics has, among many other publications, featured in the MIT Sloan Management Review, Forbes, the Economist, the Financial Times, Harvard Business School Working Knowledge, the Guardian and the American Bar Association. Tim has a Masters in Public Administration, is a Lucius N Littauer Fellow from the Harvard Kennedy School and a research fellow of the British Academy’s Future Corporation Initiative. He spent 25 years in business running his own consulting firms, as executive vice president of a venture-funded start-up and running a large family office. He received an MBA from the University of Southern Maine and a Bachelor of Science in Management from the United States Coast Guard Academy. He was retired from the Coast Guard after serving both afloat and ashore in Alaska, Washington DC and Maine, and is a service-disabled military veteran.

Bernd Henseler

Head of Americas
Solactive Americas Inc.

Based in Toronto, Bernd joined Solactive in 2017 after six years as Vice President Global Head Channel Management Structured Products at S&P Dow Jones Indices. Before that, he spent over 10 years in leading roles in the structured products space at Morgan Stanley, Deutsche Bank and Sal. Oppenheim in Frankfurt and London. Bernd is a CFA charter holder, and graduated with an MBA and a Dipl. Kaufmann in Business Administration.

Stephen Malinak

Chief Data and Analytics Officer
Truvalue Labs

Dr. Stephen Malinak leads Truvalue Labs’ quant research team and product development efforts to build out the product portfolio for expansion to new markets. An industry leader in quantitative analytics, Stephen joined Truvalue Labs from Thomson Reuters, where he spearheaded the company’s quantitative analytics offering, StarMine.

Stephen attended college at the Massachusetts Institute of Technology where he received his Bachelor’s degree in Electrical Engineering and Computer Science. He went on to receive his Masters and PhD in Engineering-Economic Systems from Stanford University.

Thomas Kuh

Head of Index
Truvalue Labs

Thomas Kuh leads Truvalue Index, creating benchmarks for implementing ESG investment strategies and licensing indices for ETFs, mutual funds and institutional accounts. Prior to joining Truvalue Labs, he was Founder and President of Benchmark ESG Consulting LLC after his role as Executive Director, Head of ESG Indexes, at MSCI. His professional experience also includes 16 years at KLD Research & Analytics, and service on the boards of SIRI Company (now Sustainalytics) and the US SIF.

Thomas has an MA and PhD in Economics from University of Massachusetts Amherst and a BA in Political Economy from Hampshire College.

Rachelle Sampson

Associate Professor of Business and Public Policy
University of Maryland Senior Policy Scholar
Georgetown University

Rachelle Sampson is Associate Professor of Business and Public Policy at the RH Smith School of Business, University of Maryland, and a Senior Policy Scholar at Georgetown University’s Center for Business and Public Policy. Her research examines short-termism in firms and capital markets, with a focus on the implications for firm strategy, investment and growth. Rachelle has a particular interest in the impact of sustainability practices on employee engagement and productivity as well as how this translates into long-term performance. Summaries of her research are available at Columbia Law School’s Blue Sky BlogVox.comSmith Brain TrustGeorgetown University Newsroom, and the Seattle University Law Review. Formerly a professor at NYU-Stern and Georgetown University, Rachelle started her professional career as a consultant for Ernst & Young and as a corporate attorney in Australia. She received her PhD from the University of Michigan and her law degree from Queensland University of Technology, Australia. Rachelle has received several awards for her research and teaching, including the Distinguished PhD Alumni Award from the University of Michigan (Ross School of Business), the Ameritech Foundation Research Fellowship, the Krowe Award for Teaching Excellence, and recognition from Poets and Quants as a favorite business school professor. She teaches graduate and executive courses in corporate strategy, managerial economics as well as firm environmental strategy.

Witold J. Henisz

Professor of Management
The Wharton School, University of Pennsylvania

Witold J. Henisz is the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School of The University of Pennsylvania. His research examines the impact of political hazards on international investment strategy including efforts by multinational corporations to engage in corporate diplomacy to win the hearts and minds of external stakeholders. His research has been published in top-ranked journals in international business, management, international studies and sociology and he is the author of the book “Corporate Diplomacy: Building Reputations and Relationships with External Stakeholders”.

Witold has won multiple teaching awards at the graduate and undergraduate levels and also teaches extensively on the topic of Corporate Diplomacy in open enrollment and custom executive education programs. He served as the academic co-Director in the development of the stakeholder engagement KEROVKA crisis management simulation. He is currently a principal in the political risk management consultancy PRIMA LLC whose recent clients include AngloGold Ashanti, Rio Tinto, Lockheed Martin, Shell Corporation, Dundee Precious Metals, Calvert (Eaton Vance), EY, The World Bank, The Inter-American Development Bank and the International Finance Corporation.

Fabien Labouret

Managing Director
Global Head of Investment Strategies and Barclays Investment Managers

Fabien Labouret is a Managing Director at Barclays. Based in London, Mr. Labouret is responsible for the firm’s Investment Strategies Business activities globally, which covers the development, origination and marketing of all the Barclays Quantitative Investment Strategies and Indices on a cross-asset basis. He is additionally the Global Head of Barclays Investment Managers.

Mr. Labouret joined Barclays in 2010 from BNP Paribas New York where he was Head of the Global Structuring Group for the Americas, within BNP Paribas Equity and Commodities Derivatives group.

Prior to that, he was at Natixis in Tokyo and then in Hong-Kong, where he was responsible for the Structured Products and Fund Derivatives activities for Asia Pacific and Middle East, from 2000 to 2007. Fabien started his career at Bank Indosuez in Paris in the Fixed Income Structuring Group.

Mr. Labouret received a Masters degree in finance from ESSEC Business School.

Brian Svendahl

Managing Director, Co-Head
U.S. Fixed Income
RBC Global Asset Management

Brian Svendahl oversees our fixed income research, portfolio management and trading. In addition to shaping our overall fixed income philosophy and process, he is a portfolio manager for our Impact Investing strategies and many of our government mandates. Brian joined RBC GAM-US in 2005 and most recently led the mortgage and government team before being promoted to Co-Head in 2012. He held several risk management, research and trading positions at Wells Fargo. Brian’s experience also includes liability management and implementing balance sheet hedging strategies. He first started in the investment industry in 1992. He earned a BS in economics from the University of Minnesota and a BBA in finance and an MBA from the University of Minnesota Carlson School of Management. Brian is a CFA charterholder.

Judy Cotte

CEO
ESG Global Advisors

Judy is the founder of ESG Global Advisors, a firm committed to bridging the current gap in the market by bringing boards of directors and institutional investors together on ESG issues. With over 20 years’ legal experience, the last 10 of which has been exclusively focused on ESG, Judy is a globally recognized expert on ESG and responsible investment.

Prior to forming ESG Global Advisors, Judy was V.P. & Head of Corporate Governance & Responsible Investment for RBC Global Asset Management (“RBC GAM”) and was a member of the firm’s Executive Committee. Judy launched the Corporate Governance & Responsible Investment group at RBC GAM in 2012 and was responsible for developing the firm’s overall ESG strategy, working with the investment teams to integrate ESG into the investment process, overseeing all proxy voting globally and engaging with investee companies, both individually and collaboratively with other investors.

Previously, Judy was the Director of Policy Development & Chief Operating Officer for the Canadian Coalition for Good Governance (“CCGG”), a coalition of most of Canada’s largest institutional investors. Judy has a Masters’ degree in securities law and practiced law in various capacities, including as enforcement counsel with the OSC, litigation counsel with a large broker/dealer and as a partner in a Bay Street law firm.

Judy is a member of the TSX Listings Advisory Committee and the UN PRI’s Global Policy Reference Group. She has been designated the Country Correspondent for Canada by the International Corporate Governance Network. She is a volunteer member of the United Church of Canada’s Investment Committee for its Treasury Funds. She is a past member of the CCGG’s Public Policy Committee, the OSC’s Securities Advisory Committee, Continuous Disclosure Advisory Committee, Environmental Reporting Advisory Committee and Enforcement Committee. She was previously the Canada Correspondent for the U.S. based Council of Institutional Investors.