6th Annual CSR Investing Summit – Summer in the City – Wednesday July 18 at 3 Times Square NYC

The “Summer in the City” 6th Annual CSR Investing Summit is an all-day conference that presents a forum for engaging with thought leaders and discussing their points of view on how to define, manage, and measure responsible investing. The conference includes expert practitioners who are plan sponsors, endowments, consultants, academics, non-governmental organizations, the sell side, and media. Attire is informal and networking is encouraged.


Wednesday, July 18, 2018

8:30 AM to 6:30 PM


Thomson Reuters Building
Carnegie Auditorium
3 Times Square – 30th Floor
New York, NY 10036
(7th Avenue between 42nd Street and 43rd Street)


$395 by June 8th; $495 thereafter
$295 for NGOs and non-profits*
$195 for Academics and Sponsors*

Admission Limited to First 140 Registrants 
No Refunds

* To verify your qualification and receive the necessary code, please e-mail ztruelson@snetworkinc.com


*S-Network Global Indexes, Inc. is a CFP® Board Registered CE Sponsor. Contact sgrieco@snetworkinc.com with your CFP Board number to verify your eligibility.


Gregg Sgambati
Content Manager
For content and/or sponsorship

Sarah Grieco
Marketing Manager
For marketing and/or media

Zack Truelson
Technology Manager
For registration using QWAFAFEW 25% Discount Code sitcqwaf 


Conference Agenda

Wednesday, July 18, 2018

Subject to Change

Contact: Gregg Sgambati, c: 201-783-5133

8:00–8:30 Registration and Breakfast
8:30–8:35 Conference Welcome & Opening Remarks — Gregg Sgambati, S-Network Global Indexes


1 CE Credit Available

ESG report on employee benefit plans and fiduciary obligationWill April’s Department of Labor guidance lead to a reversal of its prior guidance on consideration of ESG factors in ERISA based employee benefits plans? Some retirement funds have investment policies that include ESG analysis in the decision process. Others are evaluating best practices for ESG integration and screening. Panel speakers will discuss current trends and recent events.

  • Moderator: Glen Yelton, VP-ESG and Impact Research Analyst, Oppenheimer
  • Panelist:      Jim Roach, Senior Vice President, Retirement Strategies, Natixis Investment Managers
  • Panelist:      Christopher Walker, Director, North America, WBCSD
  • Panelist:      Pending Invitation


1 CE Credit Available

ESG Data Quality in 2018ESG data availability continues to expand. New data elements are being introduced into sustainable investment methodologies. But is consistency and quality improving? ESG data experts discuss the state of the art, issues, and future utility of this information.

  • Moderator: Kristen Sullivan, Partner, Deloitte & Touche LLP
  • Panelist:      Nicole Bouquet, Lead ESG Product Specialist, ISS-Ethix
  • Panelist:      Barbara Brown, Senior Partner, BrownFlynn
  • Panelist:      Courteney Keatinge, Director, Environmental, Social & Governance Research, Glass, Lewis & Co.
10:20–10:35 Coffee Break
10:35–11:20 Latin America: Probing the driving forces of ESG and Corporate Social Responsibility in the region: Impact investors can take heart in knowing that in Latin America there are lower thresholds for investment dollars to make a noticeable environmental and social impact. While there are challenges in ESG data availability, the connection between corporate profits and supply chains can be revealed through resourceful research and insightful exposition. To reinforce these matters, leadership in corporate citizenship is coming from major finance industry actors.

This session will feature two 20 minutes case studies related to the region, one a point-counterpoint, the other an interview. In the first case, the Inter-American Development Bank is interviewed about the implementation of and corporate response to IndexAmericas, the first sustainability index by a development bank in the Latin America and Caribbean region.

  • Interview with Bernardo Guillamon, Manager, Office of Outreach and Partnerships, Inter-American Development Bank

In the second case, speakers from the National Wildlife Federation, America’s oldest and largest conservation organization and Climate Advisers, a mission-driven policy and politics research shop will deliver a point-counterpoint sustainability and bottom-line impact discussion of unsustainable and extensive cattle grazing in Brazil and corporate stock price deterioration.

  • Presenter: Kiryssa Kasprzyk, Program Coordinator, Tropical Forests & Agriculture, National Wildlife Federation
  • Presenter: Gabriel Thoumi, Director, Capital Markets, Climate Advisers
11:25–12:10 Inconceivable or practical truth? How risks from climate change will transform businessNon-fossil fuel natural resources, such as water, may one day result in stranded assets. While environmental catastrophes and energy risks are being aggressively modeled, analysis in other risk areas are using big data and advanced algorithms to build new approaches to rate the potential impact from these emerging risks. Panel experts will present and discuss new data tools and parametric coverage strategies to protect revenues and profits.

  • Moderator: Gabriel Thoumi, Director, Capital Markets, Climate Advisers
  • Panelist:      Bruce Kahn, Portfolio Manager, Adjunct Professor, Sustainable Insight Capital Management
  • Panelist:      Emily Kreps, Head of Investor Initiatives — North America, CDP
  • Panelist:      Emilie Mazzacurati, Founder and CEO, Four Twenty Seven
12:10–12:20 Summit Carbon Accounting — CO2Logic
12:20–12:30 Thomson Reuters/S-Network ESG Best Practices Award Presentation
12:30–1:05 Lunch
1:05–1:20 Exclusive preview screening: MADIDI trailer

MADIDI is a forthcoming film that exposes the illegal and debilitating jaguar trade in South America and how it is tied to Chinese political economic development.



1 CE Credit Available

Reframing retail investing: personal values, robots, apps, and impact frameworksWhether we speak of millennial investing values, financial inclusion, or women in investing, the retail investing marketplace is changing. Our speakers discuss innovative approaches to a changing retail investing landscape.

  • Moderator: Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
  • Panelist:      Kevin Mahn, President & Chief Investment Officer, Hennion & Walsh Asset Management
  • Panelist:      Allyson McDonald, CEO, Work Capital
  • Panelist:      Kameron Rezai, Managing Director, COO and Client Strategy, FutureAdvisor

Featured Speaker: Tim Mohin, Chief Executive, GRI

How the Sustainable Development Goals (SDGs) are linking to corporate reporting, investor values, and ESG. Tim will explore the various ways top corporations and sustainability leaders are adapting their sustainability reporting to the United Nations Sustainability Development Goals. He will also discuss how investors connect their money to the values represented by the SDGs and other ethical themes.

2:45–3:25 How the Sustainable Development Goals (SDGs) are linking to corporate reporting, investor values, and ESGHow are leading corporations and sustainability leaders adapting their sustainability reporting to the United Nations Sustainability Development Goals and how can investors connect their money to the values represented by the SDGs in addition to other ethical themes.


  • Moderator: Louis Coppola, Partner & EVP, Governance & Accountability Institute
  • Panelist:      Davida Heller, Vice President, Sustainability, Citibank
  • Panelist:      Tim Mohin, CEO, GRI
  • Panelist:      Linnea Texin, Director, Corporate Citizenship
3:25–3:40 Coffee Break


1 CE Credit Available

Planting a stake in the valuation of Diversity, Inclusivity, and Equal OpportunityThe benefits of a diverse board of directors is confirmed in eyes and minds of many, but the value of workforce empowerment, equal opportunity, compensation parity, and inclusivity on gender, ethnic, and lifestyle is being measured in diverse ways. The panel will discuss and investigate this valuation aspect of corporate social responsibility.

  • Moderator: Matias Bendersky, Resource Mobilization Division Chief, Inter-American Development Bank
  • Panelist:      Michelle Clayman, Managing Partner, New Amsterdam Partners
  • Panelist:      Eve Ellis, Financial Advisor, Portfolio Manager, Morgan Stanley Wealth Management
  • Panelist:      Gema Sacristán, Chief Investment Officer, IDB Invest
  • Panelist:      Stephen Washington, Assistant Professor and Program Director, Accounting, Economics and Finance, Central State University
4:35–5:20 November 8, 2016 Report: How has socially responsible and impact investing changed since the 2016 presidential election? November 9, 2016 began with uncertainty but seems to have spurred corporate activism, philanthropy and NGO enthusiasm. What did 11/9/16 mean and what should we expect in 2020?

  • Moderator: John Howell, Editorial Director, 3BL Media
  • Panelist:      Stephen Freedman, Head of Sustainable Investing Solutions, UBS Wealth Management USA
  • Panelist:      Maureen Kline, Vice President, Public Affairs & Sustainability, Pirelli
  • Panelist:      Dr. Daniel Korschun, Associate Professor, Fulbright Scholar, Drexel University
5:20–5:25 Closing Remarks
5:25–6:25 Networking Reception

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