Environmental, Social and Governance (ESG): Trends, Challenges, Actionable Ideas
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5/22/2019
When: Wednesday, May 22, 2019
4:00 PM - 6:30 PM
Where: Wells Fargo Annex
333 Market Street
3rd Floor
San Francisco, California  94105
United States
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Environmental, Social and Governance (ESG): Trends, Challenges, Actionable Ideas


Interest in environmental, social, and governance mandates has grown over the past several years. We invite you to hear a well-rounded panel of industry experts discussing:

  • The evolution of ESG
  • How ESG trends may play out over the coming year
  • Measuring, reporting and bench-marking sustainability practices and results
  • Challenges to adoption and integration of ESG factors
  • Potential risks and opportunities for investors

Panelists 

Dhaval Patel, CFA Investment Manager, Tides Foundation 

Dhaval Patel manages Tides’ Foundation’s $500M impact-only portfolio invested across the entire spectrum of asset classes. In his capacity as the Investment Manager, he is also responsible for advising clients like Google, Twilio, Wikimedia, Ending Pandemics, and National Aids Memorial Grove on their philanthropic, operational, and investment management strategies. Prior to Tides, Mr. Patel oversaw NORCAL Mutual’s $1.5B portfolio within the insurance vertical. He has a BS in Computer Engineering from the University of South Florida and an MBA from the University of Washington. 

 

 

 

Dara Friedman, Senior Vice President, Portfolio Management, Bentall Kennedy

Dara Friedman joined Bentall Kennedy as a Senior Vice President from Morgan Stanley Real Estate Advisors, where she was an Executive Director. Since 2007, at Morgan Stanley, Ms. Friedman executed over $2Bn of real estate acquisitions through various asset classes including office, multifamily, non-performing loans, land development and hospitality. She focused on originating and underwriting investments throughout the Western geographies. Prior to Morgan Stanley, Ms. Friedman was an Investment Associate within the Structured Finance Group at CapitalSource Finance, where she focused on originating and underwriting high yield debt, first and second mortgages and mezzanine financings secured by real estate assets. Prior to CapitalSource, Ms. Friedman was an analyst in the Real Estate Investment Banking Group at Banc of America Securities. She holds an MBA from the Wharton School and a BA in Philosophy,  Politics and Economics from the University of Pennsylvania.

 

Michael Pearce, Managing Director, Cambridge Associates

Mike Pearce is a Managing Director in Cambridge Associates’ San Francisco office. As a member of the firm’s Endowment & Foundation practice, he advises a number of college/university and foundation clients on investment issues such as asset allocation strategy, portfolio construction and manager selection. He also serves as a member of Cambridge Associates’ Mission Related Investing (MRI) Group. In this capacity, he conducts investment manager diligence and develops investment strategy in support of clients with Mission-Related, ESG, and impact investment objectives.  Prior to joining Cambridge Associates in 2008, Mr. Pearce was an Associate at Pacific Community Ventures, a hybrid, double bottom-line, community-based investor and non-profit organization in San Francisco.  Prior to graduate school, he worked at UBS Investment Bank in New York and London as an Associate Director in the Alternative Capital Group.  Mr. Pearce received a BS in Finance from Georgetown University and an MBA from the Walter Haas School of Business, University of California at Berkeley. He is on the Advisory Board Member for the Haas Socially Responsible Investment Fund, Berkeley CA.

 

Kathlyn Collins, CAIA  ESG Analyst, Matthews Asia

Prior to joining the firm in 2018, Ms. Collins worked as an ESG & Global Strategy Analyst with Cartica Management LLC where she developed ESG integration and analyzed investments for portfolios, conducted company research and engagement, and wrote reports relating to Emerging Markets. She earned an M.A. in International Relations and International Economics from John Hopkins University School of Advanced International Studies and an M.A. in Italian Studies from Middlebury College in Florence, Italy. Ms. Collins has a B.A. in Broadcast Journalism, Italian Language, Literature & Culture from Syracuse University. She has been part of the faculty for the International Corporate Governance Network’s (ICGN) ESG integration course and is a Sustainability Accounting Standards Board (SASB) Fundamentals of Sustainability Accounting (FSA) credential holder. She is a Chartered Alternative Investment Analyst (CAIA) charter holder and speaks Italian and Spanish.



Moderator

Christopher McKnett, Senior ESG Investment Strategist, Wells Fargo Asset Management

Chris McKnett is a senior Environmental, Social and Governance (ESG) investment strategist for the Wells Fargo Asset Management (WFAM) Strategic Business Segments team. In this capacity, Mr. McKnett's responsibilities include thought leadership, client engagement, shaping ESG product development, and helping clients develop and implement their ESG strategies. Prior to joining WFAM in 2018, he served as head ESG strategist for State Street Global Advisors and was a member of the firm’s senior leadership team. Earlier roles include Index Product and Business Development for KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG investment, and as a team resource specialist for American Century Investments, where he began his investment industry career in 1999. He earned a bachelor’s of science in business administration with a focus in management from the University of Connecticut, Storrs and an MBA from Daniels College of Business at the University of Denver where he received the Wall Street Journal Student Achievement Award. Mr. McKnett holds a Series 7 license, is a First Movers Fellow of the Aspen Institute Business & Society Program, and is a Lifetime Member of Net Impact.

 

Agenda

3:30 pm – Registration Opens (please allow an additional 10 minutes for security check in)
4:00 pm – Introductions and Panel Discussion 
5:00 pm – Audience Q/A
5:15 pm – Networking, beverages & appetizers
6:30 pm – Event concludes

 

Pricing

$25 / Member

$40 / Non-Member

This event qualifies for 1.5 hours of continuing education credit for CFA charterholders.


Cancellation Policy: Please contact events@cfa-sf.org at least 24 hours prior to the event to receive a full refund.

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