ESG USA
March 15-16, 2022 | New York City
ESG
Determining best Practice for formalizing and maturing ESG in financial institutions
CONVERGENCE
Convergence of ESG risk and traditional forms of risk and understanding interconnected nature across business
REPORTING
Managing increase in reporting requirements and standardization across the industry
BUSINESS CHANGES
Understanding impact to finance businesses and managing the transition and changes to products
DISCLOSURES
Monitoring and establishing best practices in disclosure requirements
METRICS AND RATINGS
Developing standardized metrics and ratings and embedding into strategy
REGULATION
Future of regulation on ESG and preparing for upcoming change
SUSTAINABILITY
Maintaining sustainability of ESG agendas to ensure consistency and meet long term strategic goals
CLIMATE CHANGE | BIODIVERSITY | DATA | GREENWASHING | CLIMATE
TREATIES | COP26
OWNERSHIP AND ACCOUNTABILITY | DATA | ETHICAL SUPPLY CHAIN | SOCIAL | REPUTATION | GEOPOLITICAL
James Norman
Managing Director: Sustainability & Impact
Goldman Sachs Asset Management
Lakshmi Murthy
Global Lead – Climate Risk Strategy and ESG Analytics
Credit Suisse
Lourenco Miranda
Managing Director, Regional Head of ESG Risks
Societe Generale
Jennifer Grezch
Director, Responsible Investing
Nuveen
Frederick Isleib
Director of ESG Research
Manulife Investment Management
Amit Madaan
Director – Aladdin Sustainability Lab
BlackRock Financial Management Inc.
Romina Reversi
Head of Sustainable Banking, Americas
Credit Agricole CIB
Eivind Lorgen
Chair
Sustainability Accounting Standards Board (SASB) – Investor Advisory Group (IAG)
Si-Yeon Kim
Chief Risk & Compliance Officer and Executive Chair of ESG
American Express Global Business Travel
Olga Puntus
SVP, Environmental and Social Risk Management Lead
Wells Fargo
CAN YOUR ORGANIZATION CONTRIBUTE?
Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact chris.simou@cefpro.com or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.
8:00 Registration and Breakfast | 8:50 Chairs opening remarks
POLICIES – PANEL DISCUSSION
- Identifying and describing values as a firm
- Connecting commitments to business activity
- Data availability to measure progress
- Measuring impact and determining milestones
- Application across the firm, businesses and clients
- Incentivising front line business teams
- Using reports to make business decisions
- Impact to risk appetite statements and policy
- Pricing ESG into evaluation and modeling assumptions
Si-Yeon Kim, Chief Risk & Compliance Officer and Executive Chair of ESG, American Express Global Business Travel
Romina Reversi, Head of Sustainable Banking, Americas, Credit Agricole CIB
Cynthia Dalagelis, SVP, Director of ESG Investments, Amalgamated Bank
ESG
- Minimum standard for what ‘good’ looks like
- Defining processes and expectations
- Achieving ESG goals fundamental to business
- Industry best practices and treatment of third parties
- Developing an ESG code of conduct
- Understanding consistency in reporting, measurement and metrics
- Evolution to corporate responsibility around climate change
- Identifying areas of focus within each organization
- Identifying goals and aligning with UN sustainable Development goals
Kenneth Wolckenhauer, VP, Vendor Management, Nordea Bank New York Branch
10:20 Morning refreshment break and networking
REPORTING
- Identifying and reporting on progress towards stated goals and values
- Demonstrating action to regulators and investors
- Allocating resources to align ESG with revenue
- Evaluating investment opportunities with inconsistent reports
- Convergence of reporting frameworks
- Reviewing impact of reporting under multiple frameworks
- Investor preferences and expectations
- Approaches of rating agencies and comparability across the industry
- Comparability based on what companies choose to report
Olga Puntus, SVP, Environmental and Social Risk Management Lead, Wells Fargo
DISCLOSURES
- Disclosure reporting and governance framework
- ESG practices and climate change
- Governance of SFDR and TCFD requirements
- Moving to mandated requirements in certain jurisdictions
- Legislation for transparency and disclosure of risks
- Developing appropriate document disclosures
- Divergence in approach based on organization structure
- Developing methodologies for reporting
Sarah Chapman, Global Chief Sustainability Officer, Manulife Financial Corporation
12:00 Lunch break and networking
CONVERGENCE
Agenda to be finalised, please register your interest so you don’t miss out
James Norman, Managing Director, Sustainability & Impact, Goldman Sachs
CONVERGENCE – PANEL DISCUSSION
- Incorporating within risk considerations
- Building ESG to same level as credit, market and operational risks
- Developing a holistic way of thinking about ESG
- Tracking carbon footprint across business
- Maturing risk metrics as risks become more understood
- Integration across financial products
- Impact on credit and market risks
James Norman, Managing Director, Sustainability & Impact, Goldman Sachs
Karl Pettersen, Chief Sustainability Officer, Americas, Société Générale
Adam Fleck, Director of Equity Research, ESG, Morningstar
Felician Stratmann, Vice President, US Credit Strategy, Morgan Stanley
REGULATION
- Reporting requirements and metrics on ESG risks
- Incentives to make green decisions and movements
- Managing non-prescriptive nature of regulation
- Minimizing risk of greenwashing with more prescriptive requirements
- Future of regulation under new administration
- Building unified frameworks and taxonomies
- Defining definitions of green bonds
- Mandating regionally
REGULATION – PANEL DISCUSSION
- UK and EU lessons learnt from regulatory change
- OCC request for comment on ESG guidance
- ECB expectations for European banks
- Impact to business strategies and risk management processes
- Managing global regulation and expectations
- SEC guidance on corporate and sustainability disclosures
- Anticipation of guidance for climate and human capital
- Impact to innovation with stringent requirements globally
- Global coordination in sustainable finance
Lourenco Miranda, Managing Director, Regional Head of ESG Risks, Société Générale
3:40 Afternoon refreshment break and networking
TECHNOLOGY
- Operational sustainability decarbonization goals and approach
- DLT to trace emissions, usage, and renewable generation in real time
- AI enabled BMS/BAS overlay enables occupant influenced operations • A new tech-enabled approach to green procurement
- Reducing carbon liability and proving it
- AI and DER optimization
Hal Corin, Vice President Sustainability | Global Real Estate, JPMorgan Chase & Co
BUSINESS CHANGE
- Lending in high risk locations
- Impact to credit portfolios
- Managing transition risks
- Move to electric cars impact on finance
- Determining exposure to environmental and social risks
- Understanding transition channels and data requirements
- Changing business strategy to reflect future risks
- Transition away from coastal areas or areas at risk of wildfires
- Updating credit risk and lending policies to reflect market changes
- Designing new products to meet new benchmarks
- Availability of green assets
- Disclosure of lending to green projects
Karl Pettersen, Chief Sustainability Officer Americas, Société Générale
5:20 Chair’s closing remarks
5:30 End of day 1 and networking drinks reception
8:00 Registration and breakfast | 8:50 Chairs’s opening remarks
METRICS AND RATINGS
- Industry leading rating agencies
- Convergence in approach
- Aligning data points and metrics
- Determining ESG rating for investors
- Rationalizing metrics
- Learning to trust metrics by ensuring accurate information
- ESG investment grading
- Aggregating all components and using for decision making
- Managing lack of data and information
Lourenco Miranda, Managing Director, Regional Head of ESG Risks, Société Générale
SUSTAINABILITY – PANEL DISCUSSION
- Keeping ESG a consistent agenda for corporations
- Industry collaboration to find consistency in metrics, reporting and tracking
- Industry and government moving towards common goal
- Developing industry metrics to track and report against
- Setting measurable goals and targets
- Industry collaboration and frameworks
Sally Michalski, Director of ESG Research, BlackRock
Madge Thomas, Head of Corporate Social Responsibility & President of the American Express Foundation, American Express
Frederick Isleib, Director of ESG Research,Manulife Investment Management
Eivind Lorgen, Chair, Sustainability Accounting Standards Board (SASB) – Investor Advisory Group (IAG)
MaryKate Bullen, Director of Sustainability and ESG, Forest Investment Associates (TBC)
10:20 Morning refreshment break and networking
DATA
- Collecting measurable data
- Accessing quality data
- Identifying pathways internally to meet goals
- Determining granularity requirements internally and across client base
- Validating self-reported ESG data
- Data to track understand risks to assets
- Increased location risks
- Trend and pattern recognition for climate changes and weather events
Lakshmi Murthy, Global Lead – Climate Risk AND ESG Analytics, Credit Suisse
GREENWASHING – PANEL DISCUSSION
- Reviewing the dangers of greenwashing and social washing
- Identifying greenwashing from metric uncertainty
- Ensuring measurable and accurate reporting
- Monitoring data sources
- Validating self reported numbers without audits
- Developing a standardized definition of ESG
- Border between moral and financial fraud
- Determining relevance and validity of reports
Naresh Malhotra, Director, AMER Team Lead, Société Générale Corporate and Investment Banking
Ekaterina Grigoryeva, Environment and Social Development Specialist (Global Lead, Financial Sector), World Bank
Kenneth Wolckenhauer, VP, Vendor Management,Nordea Bank New York Branch
OWNERSHIP AND ACCOUNTABILITY
- Recruiting a chief sustainable officer to drive initiative
- Impact to CFO and balance sheet
- Integration within strategy from the top
- Managing regulatory impact and business opportunities
- Including societal changes on board including diversity and inclusion
- Managing pressure on societal changes
- Importance of executive leadership to ESG success
Alessia Falsarone, Managing Director, Portfolio Strategy and Risk DMFI, PineBridge Investments
DATA – PANEL DISCUSSION
- Leveraging for buy in across business units
- Defining ESG objectives to better understand data requirements
- Collecting data to manage board expectations
- Collecting consumer behaviour data
- Leveraging new data sources
- Social media tracking
- News and headlines
- Monitoring diversity data
- Data requirements across supply chain to support social
Sarah Chapman, Global Chief Sustainability Officer, Manulife Financial Corporation
Jennifer Grezch, Director, Responsible Investing, Nuuven
12:10 Lunch break and networking
CLIMATE TREATIES
- Implementation of international treaties including Paris Accord
- Influences on decision making on ESG
- Impacts on global operations
- Impact of treaties on global institutions
- Aligning commitments with transition
- Environmental and social materiality
- PCAF agreement on financed emissions
BIODIVERSITY
- Disclosure requirements
- Understanding measurement techniques and prevention
- Taskforce on Nature related Financial Disclosures work on biodiversity
- Data to adequately assess biodiversity risks and opportunities
- Global crisis with localized impacts
- Impact to climate risk
CLIMATE CHANGE – PANEL DISCUSSION
- Extremes in climate events
- Increased frequency and severity
- Understanding impact of climate change on portfolio through scenario analysis and stress testing
- Determining geolocation of assets and composition of portfolio
- Understanding transition to renewable sources
- Determining exposure to environmental factors
- Climate change, biodiversity, water security etc.
- Concentration risk with vendors and third parties in certain locations
Lakshmi Murthy, Global Lead – Climate Risk, ESG and Sustainability, Credit Suisse
Amit Madaan, Director – Aladdin Sustainability Lab, BlackRock Financial Management Inc.
ETHICAL SUPPLY CHAINS
- Case studies across sectors:
- Nike child labour impact on reputation
- Starbucks focus on equality and fair pay
- Mitigating risk of child and forced labour in chains
- Governance expectations
- Understanding supply chain complexity to monitor ESG
- Increasing communication across vendors and financial institutions
- Increased risk of natural disasters in certain locations
- Resilience of critical suppliers internally and systemically
SOCIAL
- Frameworks to monitor racial justice, diversity and inclusion
- Double materiality: corporate impact on society
- Incentivizing social metrics across the organization
- Leveraging employee data and social media
- Diversity and inclusion
- Recognition across the industry for action
Jennifer Grezch, Director, Responsible Investing, Nuuven
REPUTATION – PANEL DISCUSSION
- Social impacts and events
- Increased risk of social media and tracking brand reputation
- Protecting brand as a secondary concern
- Reviewing across supply chains
- Customer demand for diversity and inclusion
- Impact on investor decisioning
- Brand recognition and reputation management
- Deriving benefits from data and setting fair practices
- Incorporating within company culture
Emily Rose Laochua, Managing Director, ESG Financing – Head of ESG Ratings and Investor Advisory, Credit Suisse
Olga Puntus, Environmental and Social Risk Management Lead, Wells Fargo Bank
Ekaterina Grigoryeva, Environment and Social Development Specialist (Global Lead, Financial Sector), World Bank
3:05 Afternoon refreshment break and networking
CLIMATE CHANGE
- Changes to climate related disclosures
- Integrating climate considerations across the business
- Monitoring greenhouse gas intensity of companies
- Integrating TCFD recommendations
- Incorporating into future business decisioning
- Developing a risk taxonomy, risk identification and assessment
- Reviewing impact of transition risk on portfolio
- Transition from environmental factors to credit and market risks
Amit Madaan, Director – Aladdin Sustainability Lab, BlackRock Financial Management Inc.
COP26
- Impact to portfolios
- Communicating changes to external stakeholder
- Aligning investment horizon with net zero objectives
- Maximizing return whilst recognizing systemic risk
- COP26 future changes
- Future developments for alignment
- Determining parameters for lending and investing
GEOPOLITICAL
- 3:35 Reviewing geopolitical risks and impact on social agendas
- Human rights concerns in supply chains
- Impact of conflict on social and ethical considerations
- Quantification and integration into financial assessments
- Increased sanctions as a result of human rights allegations
- Politicization of ESG
- Impact of political divide on ESG goals
RESOURCES
- Competition for capital within financial institutions
- Establishing an ESG culture and aligning with social objectives
- Aligning ESG goals with new revenue opportunities
- Collating resources
- Identifying skill sets needed for an ESG team
- Optimizing processes with limited resources
- Developing ESG due diligence efficiencies
4:45 Chair’s closing remarks
4:55 End of Congress
Director of Sustainability and ESG
Forest Investment Associates (TBC)
MaryKate Bullen will be speaking at ESG 2022
Global Chief Sustainability Officer
Manulife Financial Corporation
As the Global Chief Sustainability Officer, Sarah is responsible for leading the ongoing development and execution of Manulife’s sustainability, community investment and sponsorship strategy and oversees and guides Manulife’s environmental, social & governance (ESG) reporting and disclosures. Before joining Manulife, Sarah was National Director of Sustainability & Social Impact advisory at Deloitte in Canada and led the Social Innovation business at Hitachi. She has her PhD in Corporate Social Responsibility from the Centre for Corporate Governance at the University of Technology, Sydney (Australia), Master’s in Management from Bond University, and a Bachelor of Science from The University of Western Ontario.
Hal Corin
Vice President Sustainability | Global Real Estate
JPMorgan Chase & Co.
As Vice President of Sustainability at JPMorgan Chase & Co., Hal Corin oversees development and operations of sustainability, energy efficiency, renewable development and procurement, water conservation, and physical decarbonization ambitions of the firm’s Global Real Estate division. Hal’s focus is on achieving the firm’s public commitments including a 40% Scope 1 and Scope 2 emissions reduction by 2030, 70% electricity sourcing of on-site or grid procured renewables by 2025, a 20% reduction in global water consumption by 2030, among others.
Hal holds a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master in Business Administration from Elon University.
Cynthia Dalagelis
SVP, Director of ESG Investments
Amalgamated Banks
Cynthia Dalagelis will be speaking at ESG 2022
Alessia Falsarone
Managing Director, Portfolio Strategy and Risk DMFI
Pinebridge
Alessia Falsarone, SASB FSA, is a Managing Director with PineBridge Investments in New York, a global asset manager focused on high-conviction investing. She is responsible for the alignment of portfolio strategy and investment risk across the developed markets credit platform, including as head of sustainable investing. Prior to PineBridge, she held senior investment roles at AIG, Citigroup and Credit Suisse. Ms. Falsarone is a mentor in the Stanford IGNITE accelerator program and a Member of the Board of 1787fp, a digital platform focused on consumer finance. Ms. Falsarone is an alumna of Stanford University and the Massachusetts Institute of Technology.
Director of Equity Research
Morningstar
Adam Fleck will be speaking at ESG 2022
Jennifer Grezch
Director, Responsible Investing
Nuveen
Jennifer Grzech is a director and member of the responsible investing (RI) team at Nuveen, the investment management arm of TIAA. Nuveen’s responsible investing team oversees the firm’s holistic RI vision and unified framework across Nuveen and TIAA.
Jennifer’s responsibilities include developing Nuveen’s strategy of engagement with companies, policy-makers, regulators and industry organizations around important ESG issues and standards.
Jennifer received her M.A. in International Relations from the University of Chicago, and graduated with her B.A. in Anthropology from the University of Kentucky.
Ekaterina Grigoryeva
Environment and Social Development Specialist (Global Lead, Financial Sector)
World Bank
Ekaterina currently serves as global lead for design and implementation of environmental and social risk management systems in World Bank’s investments involving financial and private sector. She works with ministries of finance and economy, central banks, regional and national development banks, funds, special purpose vehicles, sustainable energy, transport, and water development entities and other types of the World Bank’s counterparts in nearly 20 countries to ensure full integration of environmental and social sustainability into commercial financial sector lending operations and public-private partnerships.
Director of ESG Research
Manulife Investment Management
Frederick W. Isleib III, CFA, is Director, Environmental, Social and Governance (ESG) Research and Integration at Manulife Investment Management. He collaborates directly with US-based portfolio managers and investment analysts responsible for some of the firm’s largest equities and fixed income strategies (by AUM) to integrate ESG risks and opportunities into the investment decision-making and risk monitoring process. In his role, Fred leads ESG engagements with high profile Fortune 500 companies, as well as the broader US investment universe, to foster improved ESG management standards among some of the firm’s most significant holdings. He is also responsible for the generation of the thematic and top down research related to emerging ESG investment issues.
Prior to joining Manulife, Frederick was director of research of clean energy markets at Nexant Inc., where he focused on the US renewable energy markets and the development of distributed energy generation.
Previously, Frederick spent 17 years at Putnam Investments, including seven years as a global fundamental equity research analyst following the financials, technology and industrials sectors. He is a CFA charterholder and a member of the CFA Society Boston.
Education: Bentley University, BS in Accounting, 1993; Babson College, MBA, 2001
Emily Rose Loachua
Managing Director, ESG Financing – Head of ESG Ratings and Investor Advisory
Credit Suisse
Emily Rose Loachua will be speaking at ESG 2022
Eivind Lorgen
Chair
Sustainability Accounting Standards Board (SASB) – Investor Advisory Group (IAG)
Eivind Lorgen is the former CEO & President of Nordea Asset Management (NAM) and the former Head of the Manager Selection. He is a founding member of the Sustainability Accounting Standards Board (SASB) Investor Advisory Group (IAG) and the current Chair for SASB’s IAG. Board Chair, Board Member and senior expert advisor to corporate issuers, investment management funds and firms, non-profit organizations including leading business schools.
Prior to joining Nordea, he was an Executive Managing Director at Zurich Insurance Group.
Eivind is on the Reiman School of Finance Advisory Board for the Daniels College of Business at the University of Denver. He holds a BSBA from the University of Denver. His Master’s Diploma is issued by the Norwegian School of Economics. His Executive Management education is from IMD, Switzerland and The London Business School. Eivind is also an Adjunct Professor and has lectured at Daniels College of Business and Columbia Business School.
Eivind served 16 months in the Norwegian Royal Air Force and played varsity soccer for University of Denver. He lives in Harlem, Manhattan with his family
Director – Aladdin Sustainability Lab
BlackRock Financial Management Inc
Amit Madaan, CFA, FRM, is head of modeling and research for sustainable investing within Aladdin Sustainability Lab. He is responsible for building BlackRock analytical capabilities in climate change risk on financial instruments.
Prior to this role, Mr. Madaan was co-head of commercial credit modeling and research. Mr. Madaan was responsible for the design, estimation and monitoring of models for US CRE debt and CMBS.
Mr. Madaan has published extensively including co-authoring “Commercial Mortgage-Backed Securities”, which was published in 2021. Mr. Madaan also co-authored a chapter in the “World Scientific Encyclopedia of Climate Change: Case Studies of Climate Risk, Action, and Opportunity”, which was published in 2021.
Mr. Madaan co-authored BII publication “Getting Physical: Scenario analysis for assessing climate-related risks” paper and has published research articles to Commercial Real Estate Finance World and Pension Real Estate Association magazines.
Mr. Madaan holds B.Tech. in Mechanical Engineering from Indian Institute of Technology, Madras and MBA from Emory University.
Naresh Malhotra
Director, AMER Team Lead
Société Général Corporate and Investment Banking
Naresh Malhotra will be speaking at ESG USA 2021
Sally Michalski
Head of ESG Strategy & Engagement for Alternatives
BlackRock
Sally Michalski will be speaking at ESG USA 2021
Lourenco Miranda
Managing Director, Regional Head of ESG Risks
Société Générale
Dr. Lourenco Miranda is the Regional Head of Environmental & Social Risks and Model Risk at Société Générale Corporate Investment Bank. He joined the Bank in New York in February 2016 as Managing Director Head of Capital Planning, Assessment and Review (CCAR) in New York. Prior to that, within his 24 years of financial industry experience, Dr. Miranda has held multiple leadership roles in Risk Management and Finance at internationally active Financial Institutions in multipl regions and more than 70 countries and regulatory jurisdictions in 5 regions. On the academic world, for the past 25 years, Dr. Miranda has held faculty positions in multiple academic centers worldwide in the field of Risk Management and Financial Mathematics and has been in the board of international professional institutions and a regular speaker at major international risk conferences. Currently, he is Adjunct Professor of Risk Management, Stress Testing, Machine Learning and Data Science at Fordham University in NYC. Besides that, Lourenco is a published author of academic and professional articles in peer-reviewed journals. He is also a reviewer of professional and academic Journals in Risk and Finance. Lourenco holds a PhD in Statistical Physics and Quantitative Financial Risk Modeling.
Lakshmi Murthy
Global Lead– Climate Risk Strategy and ESG Analytics
Credit Suisse
Lakshmi Murthy is the Global lead for Climate Risk Strategy and ESG Analytics at Credit Suisse.
She is an experienced Financial Services leader with a passion for building scalable data-enabled products to solve business problems using advanced analytics.
Lakshmi has a Master’s degree in Computer Science from India, and an Master’s degree in Business Analytics from NYU Stern School of Business
James Norman
Managing Director, Sustainability and Impact
Goldman Sachs
James is a managing director within JGoldman Sachs Asset Management
(GSAM) focused on working with clients on Environmental, Social and Governance (ESG) and equity strategy, implementing customized solutions leveraging GSAM’s full suite of ESG and equity capabilities. He joined Goldman Sachs as a managing director in 2019.
Prior to joining the firm, James was a founding partner and president at QS Investors, an equity and asset allocation boutique. At QS Investors, he worked globally with institutional asset owners and large retail platforms on implementing investment solutions to meet their investment needs and managing the equity portfolio management team. Prior to that, James served as a managing director at Deutsche Asset Management in the Quantitative Strategies Group.
James earned an AB in Economics from Vassar College and an MBA in Finance and Management from New York University Stern School of Business with distinction.
Karl Petterson
Chief Sustainability Officer, Americas
Société Générale
Karl Pettersen is Chief Sustainability Officer for the Americas at Societe Generale, with the mandate of fostering a client-centric sustainability conversation for the Americas, as well as overseeing all aspects sustainability product and target development in the region.
Prior to his role as CSO, Karl was Head of Ratings Advisory for the Americas at Societe Generale, where he developed deep and long-standing advisory relationships with the bank’s key clients, around communication tactics, financial policies, and the development of novel analytical tools.
Karl worked at UBS in London from 2005 to 2007, as Head of Emerging Markets Ratings Advisory, where he advised primarily Russian and CIS clients, and supervised ratings advisory for European leveraged finance at UBS.
From 2000 to 2005, Karl worked at Moody’s in London, where he held a variety of senior analytical roles; Karl was also Vice President – Standards & Criteria, where he was in charge of formulating, writing, and publishing Moody’s corporate finance rating methodologies.
Karl holds a B.A. in Economics from Yale University.
Olga Puntas
SVP, Environmental and Social Risk Management Lead
Wells Fargo
Lakshmi Murthy is the Global lead for Climate Risk Strategy and ESG Analytics at Credit Suisse.
She is an experienced Financial Services leader with a passion for building scalable data-enabled products to solve business problems using advanced analytics.
Lakshmi has a Master’s degree in Computer Science from India, and an Master’s degree in Business Analytics from NYU Stern School of Business
Head of Sustainable Banking, Americas
Romina Reversi is the Head of Sustainable Banking for the Americas at Credit Agricole CIB. With more than a decade of capital markets experience across debt, equity, and derivatives, Romina joins Crédit Agricole CIB from J.P. Morgan, where she was responsible for structuring sustainable debt transactions for issuers globally and leading dialogue with ESG focused investors. Romina is an active member of and contributor to the Green and Social Bond Principles and its various working groups, including the New Markets Taskforce and the Sustainability-Linked Bonds Working Group.
Felician Stratmann
Vice President, US Credit Strategy
Morgan Stanley
Felician (Felix) Stratmann is a Vice President in Morgan Stanley’s Fixed Income Research department, based in New York. He covers US corporate credit, with a focus on investment grade corporate bonds, credit derivatives, and ESG within the broader US credit markets. Felix joined Morgan Stanley in 2014 and worked in the firm’s Global Capital Markets division prior to joining Research. He holds a bachelor’s degree in Finance from the University of South Carolina.
Madge Thomas
Head of Corporate Social Responsibility and President of the American Express Foundation
American Express
Madge Thomas is the Head of Corporate Social Responsibility at American Express, helping to set and execute the vision for global corporate social responsibility (CSR)—including AMEX’s Environmental, Social and Governance (ESG) strategy and is President of the American Express Foundation, which oversees philanthropic giving partnerships and programs and colleague engagement.
Thomas was previously the Head of Innovative Finance, Corporate and Philanthropic partnerships at UNICEF’s Education Cannot Wait Fund where she secured partnerships with companies and governments on learning access, innovation, and equity.
Prior to the UN, Thomas was Vice President of Global Policy & Advocacy at Global Citizen, where she developed policy strategies and led advocacy aligned with the UN SDGs focused on financial inclusion, education, equality, climate action and waste reduction.
Thomas also spent eight years in Australia as a lawyer and diplomat, specializing in regulatory, equality and human rights
Si-Yeon Kim
Chief Risk & Compliance Officer and Executive Chair of ESG
American Express Global Business Travel
Si-Yeon Kim is Chief Risk and Compliance Officer and Executive Chair of ESG (Environmental, Social and Governance) for American Express Global Business Travel (GBT), overseeing Risk Management, Regulatory Compliance, and the Environmental, Social and Governance mission for the company.
Previously, Ms. Kim served as Chief Compliance Officer for One Equity Partners (OEP) and Assistant General Counsel at JPMorgan Chase & Co. (JPMC). OEP was JPMC’s private equity investment arm, where she oversaw all financial and bank regulatory matters for OEP and its portfolio companies. Before joining OEP, Ms. Kim was the General Counsel of Avon – Asia Pacific based in Hong Kong, and prior to that, Assistant General Counsel at Avon Products, Inc.’s Global Corporate Headquarters in New York. She began her law career at Chadbourne & Parke LLP.
Ms. Kim received her J.D. from Columbia Law School where she was a Harlan Fiske Stone Scholar, her A.M. from Harvard University in Russian Regional Studies, and her B.A. from Seoul National University in Russian Language and Literature.
Ken Wolckenhaur
VP, Vendor Management
Nordea Bank
Kenneth Wolckenhaur will be speaking at ESG 2022
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HEAR FROM PAST ATTENDEES AND SPEAKERS…
PANEL DISCUSSIONS
Interactive panel discussions are designed to include attendees by running a live Q&A throughout the session
PRESENTATIONS
Hear industry experts provide detailed insights on a range of vendor risk issues, challenges and opportunities
NETWORKING BREAKS
Networking opportunities including breakfast, lunch and refreshment breaks on both days, access to all streams and sessions.
MEET THE SPEAKERS
Continue discussions beyond the auditorium and interact with speakers and attendees after their session.
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GET YOUR BRAND SEEN
CONNECT WITH SENIOR LEADERS
CAN YOUR ORGANIZATION CONTRIBUTE?
Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact chris.simou@cefpro.com or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.
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Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at the ESG USA 2021 Congress. For further information on this please contact alex.carrier@cefpro.com or call us on +1 888 677 7007.
Business attire is requested. The Congress is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.
We offer incentives for ‘early bird’ registrants of the Congress, as outlined on our pricing structure. Registration includes breakfast, refreshment breaks, lunches, the cocktail reception at the end of the day, full access to the sessions and exhibition area. Presentations from the sessions are also available, subject to speaker approval.
All registered attendees will receive an email with access to documentation and speaker presentations after the Congress*. We will work with our presenters to include as many presentations as possible on our App during the Congress.
* Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.
Yes. As with all of our events, the Center for Financial Professionals will be providing brilliant coffee, breakfast, lunch, refreshments, and smaller bites during the networking breaks.
There are ample opportunities for networking and interaction throughout the Congress, such as:
- Breakfast, lunch and refreshment breaks
- Cocktail reception at the end of the day (subject to confirmation)
- Q&A, panel discussions and audience participation technology
Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of ESG USA 2021 Congress and our wider risk professionals community. At the event we can distribute your material to the attendees, offer you an exhibition booth, and provide speaking opportunities so that you may enjoy a more prominent presence at the Congress. Visit the Sponsor tab for further information or contact sales@cefpro.com / +1 888 677 7007
Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are flexible with what we can offer however we usually:
- Provide a discounted rate to attend
- Place your logo and profile on the Congress website
- Place your logo on promotional content where applicable
- Distribute your media/marketing at the Congress
- Promote through social media channels
To discuss this further please contact amy.greene@cefpro.com or call +1 888 677 7007.
If you are unable to attend the Congress due to national/Covid restrictions, CeFPro would be more than happy to offer you a refund, credit note or the option to transfer the ticket to a colleague who is able to attend.
Representing a financial institution or government body – (E.g. Bank, Insurance company, Asset Manager, Regulator)
ESG USA Congress
15 – 16 March 2022
END OF YEAR SPECIAL
$599
SAVE $500
Registrations before 10 December
NEW YEAR SPECIAL
$699
SAVE $400
Registrations before 21 January
EARLY
BIRD
$899
SAVE $200
Registrations before 25 February
STANDARD
RATE
$1,099
Registrations after 25 February
Representing an information/service provider (E.g. Consultant, Vendor, Executive Search Firm, Law Firm)
ESG USA Congress
15 – 16 March 2022
END OF YEAR SPECIAL
$1,499
SAVE $1000
Registrations before 10 December
NEW YEAR SPECIAL
$1,699
SAVE $800
Registrations before 21 January
EARLY
BIRD
$1,999
SAVE $500
Registrations before 25 February
STANDARD
RATE
$2,499
Registrations after 25 February
*To qualify for the preferential ‘early bird’ rates, registration must be received by the close of the ‘early bird’ working day, and payment can be made at the time of registering, or up to a week after registration is made an invoice sent. CeFPro reserves the right to increase rates should payment be delayed significantly. Should a delegate register at a rate that is inaccurate, CeFPro reserves the right to issue an additional invoice for the outstanding amount.
Covid Assurance Policy
If you are unable to attend the Summit due to national/Covid restrictions, CeFPro would be more than happy to offer you a refund, credit note or the option to transfer the ticket to a colleague who is able to attend.
REGISTER BY EMAIL
Simply email us with your
Full name
Job title
Company & address
Contact number
Email: Elliot.wyton@cefpro.com
CONTACT US DIRECTLY
Call us on
+1 888 677 7007
