This Event has reached capacity. Registration is closed.

Sustainable investing is getting easier to implement thanks to new Environmental, Social, & Governance (ESG) solutions being offered.  But it’s a rapidly developing field. The Sustainable Investment Conference will provide investment professionals updates on the latest ESG data and research, trending issues, and portfolio construction methods.  Attendees will come away updated on the most important developments in sustainable investing and improved ways of implementing solutions.

This event is for investment professionals only.


10:30 AM – 11:00 AM

Registration & Networking

11:00 AM – 11:45 AM

Welcome and Introductions
ESG trends, disclosure and Sustainable Development Goals
Lee O’Dwyer, Bloomberg

11:45 AM – 12:30 PM

Trends in Portfolio Construction
Jeff Gitterman, Gitterman Wealth
Jon Hale, Morningstar

12:30 PM – 1:00 PM

Lunch – Table Topics
Jeff Gitterman, Gitterman Wealth

1:00 PM – 1:45 PM

The Great Debates: A Strategist Perspective ESG Active vs. ESG Passive Solutions
Moderator: Himani Phadke, TruValue Labs
Matthew Gershuny, Parnassus Investments
Kathlyn Collins, Matthews Asia
Joshua Levin, OpenInvest
Megan Fielding, Nuveen

1:45 PM – 2:20 PM

Driving Value Through ESG Reporting
Katie Schmitz Eulitt, Sustainable Accounting Standards Board

2:20 PM – 2:30 PM

Networking Break

2:30 PM – 3:20 PM

Can’t Manage What You Don’t Measure: A Case Study of Climate Risk in Portfolios
Sam Adams, Vert Asset Management
Colin Shaw, 427

3:20 PM – 4:00 PM

Practice Management Keynote
William Burckart, TIIP

4:00 PM – 5:00 PM

Closing Remarks & Networking Reception

When & Where

Monday, June 24, 2019
10:30 AM – 5:00 PM

Pier 3, The Embarcadero
San Francisco, CA 94105