Sponsored Event: Carbon Foot Printing of Assets Under Management (South Pole Group)
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Sponsored Event: Carbon Foot Printing of Assets Under Management (South Pole Group)

Sponsored Event: Carbon Foot Printing of Assets Under Management (South Pole Group)

When: 7/27/2015
5:00 PM
Where: CFASF Classroom
235 Montgomery Street, Suite 643
San Francisco, California 94104

Online registration is closed.
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Carbon Foot Printing of Assets Under Management:
An Investor's Response to Climate Change

As scientific consensus and political momentum build around the need to take action on climate change, investors have an important fiduciary role to play.  Multi-sector actions toward the mitigation of climate change risk, and the pathways toward a lower carbon global economy are presenting an entirely new class of risks and opportunities for institutional and retail investors.

As part of its work to support the capacity expansion of investment professional skill sets, CFA San Francisco will host a workshop and accompanying panel discussion on investors' options for measuring and reporting the carbon footprint of equity portfolios.

The event will feature presentations from a leading provider of GHG emissions analytics, South Pole Carbon. It will also feature a unique opportunity to discuss the topic of climate change with a select group of asset owners, managers, and consultants.

An analysis of a common sample global equity portfolio and given benchmark will be shared, with insights into the methodologies that analysts can consider. Further discussion will explore the challenges of using carbon emissions data for different sectors, compiling meaningful indicators at portfolio level, and comparing carbon intensity against a benchmark.

For this special event, we welcome the following distinguished guests:

Dr. Max Horster, South Pole Group (Moderator)

Mr. Ophir Bruck, Office of the Chief Investment Officer, University of California Regents

Mr. Will Lana, Trillium Asset Management

Mr. Lloyd Kurtz, Nelson Capital Management

Mr. Evan Tylenda, SASB



Dr. Maximilian Horster
Max is the founder and managing partner of Climate Neutral Investments, a company in the South Pole Group. In this capacity, he pioneered in 2010 the leading methodology to establish climate impact assessments of investment portfolios. This sophisticated system includes the validation of self-disclosed company emissions as well as the approximation for companies that do not report their emissions. Clients include some of the world’s leading asset managers and institutional investors such as pension plans, foundations and trusts, as well as private banks and research institutions. Max currently leads the two Climate-KIC (EU) funded GHG financial accounting projects and is working in several industry organisations dealing with GHG accounting, including the “2 degree investment initiative” and an initiative by the GHG Protocol. He frequently publishes on the topic.

Prior to starting CNI, Max worked in equity and fixed income research capacities as well as in business development with Capital Group Companies in Los Angeles, Toronto, Tokyo, Geneva and London. In his past, Max was an academic researcher and worked with a Member of the European Parliament. He holds a PhD in History from the University of Cambridge.

Ophir Bruck
Ophir Bruck is an investment analyst, with a focus on sustainable investment, at the University of California Office of the Chief Investment Officer (OCIO). Ophir has played a central role in the development and implementation of a sustainable investment framework at the OCIO, which manages approximately $100 billion in pension, retirement savings, working capital, and endowment assets on behalf of the University of California system. Previously, Ophir was an energy program fellow at shareholder advocacy non-profit, As You Sow, following his undergraduate studies in environmental science and policy at UC Berkeley. While a student, Ophir co-founded and led the UC system-wide fossil fuel divestment campaign while writing his thesis on carbon asset risk.


Will Lana
Will Lana is a partner and manager of Trillium Asset Management’s California office. Founded in 1982, Trillium specializes in sustainable and responsible investing, currently with $2.2 billion in assets under management. Will holds an M.B.A. from the University of Washington’s Foster School of Business and sits on Foster’s Net Impact Advisory Board. He is a CFA charterholder and in 2014 was a climate investment & divestment fellow at 350.org.


Evan A. Tylenda
Evan Tylenda joined the SASB in 2014 as a Research Analyst on the Standards Development team. Evan conducts research on industry-specific sustainability issues, while identifying their financial impacts.Evan authored a 3-part series published by NASDAQ on sustainability and its value to shareholders.  His articles, Planet vs. Profit: Doing Well by Doing Good, Putting Sustainability to Work, and Can Shareholders Save the Earth? address for shareholders the misperception that corporate sustainability is irreconcilable with economic values. In addition, Evan’s TEDx presentation, Reinventing the Way We Invest, encouraged companies and investors to embrace the benefits of corporate sustainability and socially responsible investing. 

As a B.B.A. graduate of the Seidman College of Business at Grand Valley State University, Evan dual-majored in Finance and Accounting.  He completed three internships as a student, including a year-long internship with Huntington Bank where he worked as a financial analyst for a newly developing sustainable ETF.  He also completed an internship in private equity at a technology & clean energy fund.  Briefly working with a wealth management company, he promoted sustainable investing before taking his current position with SASB.  Evan has volunteered at several organizations supporting sustainability initiatives in Grand Rapids, Michigan before moving to the Bay area.   

Evan is a CFA level III candidate, completing Level I and II in June of 2013 and 2014, respectively.  He is a member of the CFA Society of San Francisco.

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