Interest in environmental, social and governance mandates has grown over the past few years. We invite you to hear a well-rounded panel of industry experts discuss:
· The evolution of ESG
· Fiduciary implications of incorporating ESG
· Measuring, reporting and benchmarking sustainability practices and results
· Challenges to adoption of ESG factors
Julie Barry, CFA, CIPM
CFASF Continuing Education Committee Co-vice chair
Speakers: (scroll down for full bios)
Sonya Hetrick, Sector Analyst, SASB
Paul Solli, Chief Marketing and Strategy Officer, Aperio
Mark Wood, CFA, Vice President, Callan Associates
Cyrus Lotfipour, ESG Research, MSCI
Megan Fielding, Senior Director, Responsible Investment, TIAA Investments
11:30 to 11:50pm: Registration, Lunch and Networking
11:50 to 1:00 pm: Panel
Sonya Hetrick is a Sector Analyst at the Sustainability Accounting Standards Board (SASB), a non-profit that develops sustainability accounting standards to help public corporations disclose material, decision-useful information to investors. She has a strong background in both traditional investment analysis and ESG analysis and has been on the Agenda Committee for the SRI Conference on Sustainable, Responsible, Impact Investing for five years. Previously, she worked in finance and analysis in both the for-profit and non-profit sectors. She holds a B.S. in Economics from American University and an MBA from UC Berkeley’s Haas School of Business, and has passed the first two levels of the CFA exam.
Paul Solli is Aperio’s Chief Marketing and Strategy Officer and head of product development. He began his career as a CPA with Peat, Marwick, Mitchell & Company in Boston, and also worked in strategy consulting for Bain & Company. Prior to Aperio, Paul was Vice President of Salomon Brothers Investment Strategies group, responsible for structuring portfolios and advising pension funds and investment companies. While at Salomon Brothers, Paul also provided consulting services to the firm's largest indexers. He received his MBA from the Tuck School at Dartmouth College. Paul is a Norwegian citizen who has all but relinquished his cross-country skis for a surfboard.
Mark R. Wood, CFA, is a Vice President and U.S. equity investment consultant in Callan's Global Manager Research group. Mark is responsible for research and analysis of U.S. equity investment managers and assists plan sponsor clients with U.S. equity manager searches. He meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures. Mark joined Callan in 2013.
Prior to joining the Global Manager Research group, Mark worked as the Senior Research Analyst for Cook Street Consulting, Inc., a boutique consulting firm based in Denver, CO. He was responsible for investment manager searches and due diligence for U.S. equity, fixed income, and target date asset classes.
Mark graduated from the University of Colorado, Boulder in 2007 with a BS in Finance and Business Administration. He has earned the right to use the Chartered Financial Analyst designation.
Cyrus Lotfipour is a Vice President and Head of the North American ESG analyst team for MSCI ESG Research. He spearheads MSCI’s water risk mapping initiatives and has published a series of reports on quantifying investor exposure to water risk. He also leads the Chemicals and Capital Goods industries at MSCI ESG Research, where he is responsible for the development of ratings methodology and thematic research in these industries. Based in New York City, Cyrus joined MSCI in 2009 and holds a dual degree in economics and biology from Bates College.
Megan Fielding is a Director of Business Strategy and Management and member of the Responsible Investment team at TIAA Global Asset Management. Ms. Fielding works with all lines of business in Asset Management and across the organization to develop and execute the business strategy for Responsible Investment, with an emphasis on education, marketing and distribution of ESG-focused funds and impact investments. Prior to joining TIAA in 2016, Ms. Fielding served as a consultant to impact investment funds and fintech entities, which resulted from her tenure as Head of Investments and Business Development at MicroPlace, Inc. an Ebay subsidiary which closed in 2014. While at MicroPlace, she focused on the identification of underserved markets and the organizations seeking to address societal issues within those areas, with the objective of facilitating the flow of investment capital into impactful solutions. Prior to joining MicroPlace in 2009, she held marketing, product development and investment consulting roles at banking institutions and asset management companies located in San Francisco and New York City. Ms. Fielding holds an M.A. in International Studies from the University of San Francisco. In her thesis, Microfinance Partnerships: A Bridge for Refugees, she applied the lens of microfinance to a growing population of refugees and internally displaced persons in order to examine a less traditional method that would successfully address the basic needs of this population. She graduated cum laude with her B.A. in Economics from Wheaton College (MA) and was invited into membership at Omicron Delta Epsilon, the International Honor Society for Economics. Since 2014, she has served as a volunteer advisor to Centro Community Partners, an Oakland, CA-based organization fostering socioeconomic change in communities through the provision of business advisory services and leadership development programs to underserved entrepreneurs, and to Working Capital for Community Needs (WCCN), a Madison, WI-based NGO focused on the access of microfinance, services and marketplaces for the working poor of Latin America.
This event qualifies for 1 hour of continuing education credit for CFA Charterholders
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