April in NY: DISCOUNTS

2018 Spring ETP ForumSkytop Strategies’ ESG4 Summit

QWAFAFEW’ers receive a 50% Discount for the 2018 Spring ETP Forum on Tuesday April 24 2018 at the New York Athletic Club.

QWAFAFEW’ers receive a 25% Discount for the ESG4 Summit on Thursday April 5 2018 at the Crown Plaza Times Square.

Up first:

ESG4 Summit on Thursday April 5 2018 at the Crowne Plaza Times Square, 1605 Broadway, New York, NY 10019

Skytop Strategies has worked with a Blue Ribbon Panel of Asset Owners to develop this program, including:

Michael Mccauley, Senior Officer, Investment Program with Florida State Board of Administration (SBA),

Patricia Brammer, Managing Director with Ohio Public Employee’s Retirement System,

Roderigo Garcia, Chief Investment Officer with Illinois State Treasury,

plus many other notables. on the 2018 ESG4 Summit. The ESG4 Summit will take place April 5th, at the Crown Plaza Times Square, New York, NY. The agenda will convene 150 Heads of ESG, Shareholders, and Operational Leaders to discuss; how the ESG enterprise is reshaping itself to meet stakeholder expectations and best practices to improve company resilience.

AGENDA

The Skytop Strategies team is dedicated to crafting thought provoking
agendas that are diverse, not only in areas of thought and experience,
but in the broad range of attending speakers.

 

Mariela Vargova, one of the many experts on the event panels.

Senior Vice President, Sustainability and Impact Investments
Rockefeller & Co.
New York, NY

TIME AGENDA
8:25-8:55
AM
Networking Breakfast & Registration
8:55-9:00 Welcoming Remarks
Christopher P. Skroupa, Founder and Chief Executive Officer, Skytop Strategies
9:00-9:25 Keynote Presentation
Presenter:

Scott M. Stringer, New York City Comptroller
9:25-10:05 Paving the Path: Institutional Investors, ESG Methodologies and the Drive Toward ESG Integration
Moderator:
Steven Balet, Managing Director, Strategic Communications, FTI Consulting
Panelists:
Patricia Brammer, Manager, Corporate Governance Officer, Ohio Public Employees Retirement System
Robert Dornau, Director, Senior Manager Sustainability Services, RobecoSAM
Gianna McCarthy, Director, Corporate Governance, Office of the New York State Comptroller
Mariela Vargova, Senior Vice President, Sustainability and Impact Investments at Rockefeller & Co.
10:05-10:25 Networking Break
10:25-10:35 Topic Introduction
Presenter:

David Mordy, Director, Investor Relations, CenterPoint Energy
10:35-11:25 The ESG Roadshow: How to Brief Investor Relations on the ESG Value Proposition
Moderator:
Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition
Panelists:
Mara Bolis, Senior Advisor, Market Systems, Oxfam
Lauren Compere, Managing Director, Director of Shareowner Engagement, Boston Common Asset Management
Patsy Doerr, Global Head, Corporate Responsibility & Inclusion, Thomson Reuters
Angeline McCabe, Vice President, Investor Relations, WellCare Health Plans, Inc
David Mordy, Director, Investor Relations, CenterPoint Energy
11:25-11:50 Topic: TBA
Interviewer:
Linda- Eling Lee, Global Head of ESG Research, MSCI
Interviewee:
Dave Nadig, Chief Executive Officer ETF.com
11:50-12:30 Hard Pivot: Building Consensus on How to Best Brief Your Market Analysts
Moderator:
Hank Boerner, Chairman and Chief Executive Officer, Governance & Accountability Institute
Panelists:
Ken Lassner, Senior Client Relationship Manager, Aperio Group
Henry Shilling, Director of Research at Sustainable Research and Analysis LLC
12:30-1:30 Networking Luncheon
1:30-1:45 How Public Companies Can Adapt to an ESG Culture: Questions Market Analysts Should Ask in Demonstrating ESG Value
Presenter:

Cathy Hansell, Founder and President, Breakthrough Results
1:45-2:25 PM Lens Shift: Is ESG Now Attracting Long-Term Investors?
Moderator:
Craig Pfeiffer, President & Chief Executive Officer, Money Management Institute
Panelists:
Eric Israel, Sustainability Assurance Strategist, ISOS Group
Claudio Rojas, Director, Hurt Capital
2:25-2:40 Topic Introduction
Presenter:

Margaret Peloso, Partner, Environmental & Natural Resources, Vinson & Elkins LLP
2:40-3:20 Reporting Standards: The Importance of Disclosing Accurate/Assured ESG Performance
Moderator:
Louis Coppola, Co-Founder & Executive Vice President, Governance & Accountability Institute
Panelists:
David Hackett, Partner, Baker & McKenzie LLP
Carole Laible, Chief Executive Officer, Domini Impact Investments
Michael McCauley, Senior Officer, Investment Programs & Governance, Florida State Board of Administration (SBA)
Margaret Peloso, Partner, Environmental & Natural Resources, Vinson & Elkins LLP
Timothy Smith, Director of Environmental Social and Governance Shareowner Engagement , Walden Asset Management
3:20-4:00 Data Analytics and New Technology: Approaches for Expanding Performance Benchmarking and Shareholder Engagement
Discussants:
Jeff Brandi, Vice President and Creative Director Curran & Connors, Inc.
Gregg Sgambati, Director, ESG Solutions, S-Network Global Indexes, Inc
Dan Winters, Head of Americas, GRESB
4:00-4:20 Networking Break
4:20-5:10 Human Capital and Company Value: The Institutional Investors Perspective
Moderator:
Maureen O’Brien, Director of Corporate Governance, Segal Marco Advisors
Panelists:
Rodrigo Garcia, Chief Investment Officer and Chief Financial Officer, Illinois State Treasury
Michael Garland, Assistant Comptroller for Corporate Governance and Responsible Investment, New York City Office of the Comptroller
Meredith Miller, Chief Corporate Governance Officer, UAW Retiree Medical Benefits Trust
Mary Hartman Morris, Investment Officer, Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
5:10-5:50 Into the Fold: Obstacles and Opportunities Faced by Small Cap Companies
Discussants:
Kathlyn Collins, ESG Analyst, Cartica Management
Jared L. Landaw, Chief Operating Officer, Barington Capital Group, L.P.
5:50 Program Adjourns, Networking Reception Begins

To use your 25% QWAFAFEW and/or SQA Discount:  

Click on https://skytopstrategies.com/product/esg4-summit-conference-pass/, click add to cart, then view cart. The full price would be shown, but just below that is a place for coupon code. Insert 25ESG4418 before clicking “Apply Coupon Code.” The price will be reduced by 25%, then you can check out.

Questions, contact Alex Harcher at aharcher@skytopstrategies.com

QWAFAFEW’ers and affiliates get an opportunity for a 50% Discount to the Expert Series 2018 ETP Forum

If you are among the first 15 to use this link, you imay attend the whole day Expert Series event that includes refreshments for just $49.50

Just click on or copy and paste

https://www.eventbrite.com/e/spring-2018-etp-forum-nyc-tickets-41544605032?discount=QWAFAFEW50

then follow the instructions.  Here are the details:

April 24, 2018 – New York Athletic Club, 180 Central Park S, New York, NY 10019

New York Athletic ClubWith more than $2 Trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow for what many hail as the premiere investment vehicle of the future. With ETFs providing access to markets formerly only available to select institutions, what’s the best way of positioning your portfolio for 2018? With oil near multi-year lows, equity markets near record highs, QE stimulus packages taking place around the world and U.S. interest rates expected to go higher, are we at an inflection point in various asset classes?

 

OUR AGENDA

8:00-8:45 – Registration/Continental Breakfast

8:45-9:00 – Chairman’s Welcome

9:00-9:30 – Opening Keynote

9:35-10:25 – New-to-Market ETF Roundtable (sponsored by US Bancorp Fund Services)
This panel of successful Asset Managers will highlight their firm’s ETFs that have recently gone public and reflect some of the strategies that are currently most in demand by investors. Our expert panelists will bring you timely insights on their most cutting-edge investment strategies and discuss what drove their respective decisions to embrace the ETF structure.

10:25-10:45 – Morning Break

10:50-11:40 – Leaders in Wealth Management
This distinguished panel includes four Wealth Management leaders to help us explore the different approaches taken by each of these high achieving Financial Advisors to grow their respective practices. The discussion will include topics such as the Dynamics of a Team Approach vs. Individual Practitioners, optimizing the Client Acquisition process, Product and Process segmentation and specialization and the challenges in the age of the “RoboAdvisor” and the Client Acquisition of the Millennial as a trusted advisor……

11:45-12:35 – The Need to Differentiate Among Smart Beta Strategies
Smart Beta has become a “catch-all” category for many, very different strategies that need to be evaluated, analyzed, selected and managed on the merits, metrics and against the benchmarks that are relevant to their respective individual strategies. Our panel of experts will examine the trap that can be created by aggregating all these rules-based strategies into one general category as well as examine how PMs and Advisors are using these strategies within their portfolios. Our experts will also discuss the benefits and nuances of the different methodologies available.

12:35-1:30 – Luncheon & Networking Session
Sponsors Exhibit Hall

1:30-2:00 – ETF Global® Portfolio Challenge honoring the Fall 2017 Top 5 Winners

2:00-2:50 – Today’s Complex World of Investing for Yield
The fixed income markets have undergone a series of significant changes, re-defined the current role of bank trading desks, regulatory capital and the implementation of Dodd-Frank. In an environment of rising rates and volatile equities, credit has become an asset class of increasing interest both in terms of the yield potential and uncorrelated returns. In addition to “traditional” fixed income instruments, we will discuss more complex strategies, investment structures and their suitability within a managed portfolio.

2:55 – 3:10 Afternoon Break

3:15 – 4:05 – Artificial Intelligence in ETFs: A New Frontier?
Artificial Intelligence (AI) is computer science focusing on the development of intelligent machines that replicate the behavior of human beings. Artificial Intelligence ETFs potentially stand to benefit from increased adoption and utilization of artificial intelligence. Could artificial intelligence redefine the path of investing in the future? This cutting-edge panel will examine the application of AI and data science to the world of Exchange-Traded-Funds.

4:10 – 5:05 – Around the Globe: Best Opportunities for 2018
Today’s asset managers can increase their levels of success by gaining a thorough understanding of the macro environment from policy and economic cycle perspectives, particularly when combined with proper time horizons both domestically and internationally. Our experts will discuss relative sector performance and asset allocation methods as they examine where the best opportunities remain for this year, as well as, look ahead to 2018 to see where they may lie.

5:05-5:10 – Closing Remarks

5:10-6:10 – Networking Cocktail Reception
There will be a private reception for attendees immediately following the program.

Executive Sponsors:

ETF GlobalVETS IndexesVitrus ETF   Lifestage Investing

 

 

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