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ESG, SRI & Impact Investing Summit

March 30, 2016 - March 31, 2016

Cornerstone CEO Erika Karp and Craig Metrick, Director Manager Due Diligence and Thematic Research, will participate at this event.

The 2nd Annual ESG, SRI & Impact Investing Summit is taking place on March 30-31 at The Princeton Club of New York. Crafting a portfolio of investments that gives solid returns while helping your fund meet social, environmental, governmental, or any socially responsible goals is no easy task. Join leading policy holders, institutional investors, consultants, academics, and money managers for one purpose — strategic growth and execution in ESG and SRI investing.

March 30
9:40 – 10:30 am

“Transparency & Due Diligence Expectations & Best Monitoring Practices”

  • Improving investment decisions and manager criteria
  • Effective and ongoing due diligence tactics that work
  • What measures do you have in place to keep managers on track? Are they enough?
  • Identifying style shifts
  • What tools and resources are available to help monitor your investments?

Moderator: Nancy S. Cleveland, JD, LEED AP, COO, SUSTRANA

Panelists:
Annalisa Barrett, MBA, Clinical Professor of Finance Advisor to USD Student Finance Association and USD Financial Planning Association SCHOOL OF BUSINESS ADMINISTRATION UNIVERSITY OF SAN DIEGO

Craig Metrick, CAIA, Director, Manager Due Diligence and Thematic Research CORNERSTONE CAPITAL GROUP

George Hanley, President and Treasurer, GEORGE AND AMANDA HANLEY FOUNDATION CEO, TFH PARTNERS

 

4:30 – 5:15  pm

“Sustainability Reporting and Portfolio Impact”

• Accounting for impact
• Carbon reporting facts and figures
• How are you managing the reporting requirements?
• What is the impact on the portfolio?
• Reporting on the use of proceeds and expected ESG/SRI impact
• Enabling corporate engagement by investors

Moderator:
LihHann Chiu, Head of Product Innovation and Business Development
HIP INVESTOR INC.

Panelists:
Erika Karp, Founder & CEO, CORNERSTONE CAPITAL GROUP

Ethan Powell, President & Founder, IMPACT SHARES

Chris Fowle, Vice President, Investor Initiatives , CDP

 

March 31
10:45 – 11:30 am

“Food and Agriculture: A Growing Demand, A Prosperous Outcome”

• GMOs and organic priorities
• Looking at various foods and greenhouse farming
• Meat concerns and expected changes
• Microgreen production

Participants:

Michael D. Underhill, Chief Investment Officer CAPITAL INNOVATIONS, LLC

Craig Metrick, CAIA, Director, Manager Due Diligence and Thematic Research CORNERSTONE CAPITAL GROUP

 

For more information and registration details, visit Financial Research Associates event site.

Details

Start:
March 30, 2016
End:
March 31, 2016
Event Categories:
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Venue

The Princeton Club
15 West 43rd Street
New York, NY 10035 United States
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Phone:
212-596-1200