Advancing best practice to effectively manage evolving ESG agendas across financial services

ESG USA

2nd Edition | October 18-19, 2022 | New York City

REGULATION
Advances in SEC disclosure requirements and global regulatory expectations

CLIMATE STRESS TESTING
Enhancing forecasting capabilities for climate stress testing

GREENWASHING
Assurances and data requirements to mitigate greenwashing risks

ECONOMIC REALITIES
Tracking costs of ESG and economic realities for long term strategy

CLIMATE RISK
Reporting requirements and impacts of climate risk to drive decision making

NET ZERO
Setting short term targets to build towards and agile long term net zero target strategy

DATA
Developing a holistic data framework incorporating internal and external sources

DIVERSITY, EQUITY & INCLUSION
Incorporating targets internally and externally within a broader ESG framework

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Markus Lammer
COO, Ultra High Net Worth Business
Credit Suisse

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Si-Yeon Kim
Chief Legal, Risk and ESG Officer
formerly at American Express Global Business Travel

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Jennifer Sullo
Global Head of Sustainability (Multi-Asset Solutions)
Goldman Sachs

Eivind_Lorgen

Eivind Lorgen
Chair Emeritus – Investor Advisory Group
SASB Standards

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Kevin Clarke
Executive Director, Group Regulatory and Governance
UBS

Frederico Galizia

Federico Galizia
Chief Risk Officer
Inter-American Development Bank

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Hervé Duteil
Chief Sustainability Officer
BNP Paribas, Americas 

Jonathan

Jonathan Bertolino
Managing Director, Centralized Modeling & Analytics
State Street Corporation

Fanny_Charrier

Fanny Charrier
Director, Sustainable Finance Coordinator
Credit Agricole CIB

Aaron_Franklin

Aaron Franklin
Managing Director, Head of Sustainable Finance
Sumitomo Mitsui Banking Corporation

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Liesel van Ast
 Deputy Head
 UN Environment Programme Finance Initiative.

Biography

Liesel van Ast is Deputy Head of the UN Environment Programme Finance Initiative. She is responsible for financial sector engagement and regional coordination and oversees industry, nature, pollution & circular economy, communications and training workstreams. She also supports the Head of the New York Office at UNEP and UN Assistant Secretary-General to help the UN leverage sustainable finance for the 2030 Agenda.

Juan ARISTI BAQUERO

Juan Aristi Baquero,
Partner,
McKinsey & Company

Biography

Juan is a Partner in the New York office. He started at McKinsey in 2005 and has worked primarily for financial institutions, especially in sustainability, risk and regulation and transformation topics

Juan’s work experience covers the US and Canada and Latin America. He is a member of the Banking and Risk & Resilience practices, and leads client outreach in Climate & Sustainability in North America. Prior to joining McKinsey & Company, Juan worked at Arup. Juan is a Civil Engineer – MEng (Polytechnic University of Madrid & Ecole des Ponts et Chaussees in Paris) and holds an MBA from the University of Columbia in New York.

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Sarah Bratton Hughes
SVP, Head of ESG and Sustainable Investing
American Century Investments

Biography

Sarah Bratton Hughes is a senior vice president and head of ESG & Sustainable Investing for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office.
Sarah is responsible for the driving and executing the firm’s sustainable investing strategy and the management of its ESG research platform and active ownership practices. In her role, she oversees the firm’s dedicated ESG & Investment Stewardship team. Sarah and her team serve as the center of ESG assessment tools, managing the ESG engagement and proxy voting protocol and driving sustainable invent initiatives and client solutions.

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Tim Carbery
Managing Partner
CastleHill Managed Risk Solutions, LLC

Biography

Tim Carbery is a Managing Partner at CastleHill Managed Risk Solutions. CastleHill offers advisory, implementation, and managed services for Regulatory Change Management, Enterprise Risk Management, Third Party, Compliance, and other Operational Risk Management disciplines across industries. He leads CastleHill’s strategic advisory and implementation services for in-house and managed GRC solutions that allow first and second line teams to utilize common information to fulfill their functions.

Fanny_Charrier

Fanny Charrier
Director – Sustainable Finance Coordinator – Corporate and Leveraged Finance
Credit Agricole CIB

Biography

Fanny Charrier is a Director in Crédit Agricole CIB’s Corporate and Leverage Finance group, primarily covering the loan originations and syndication of the Chicago portfolio including U.S. automotive, healthcare, agricultural, semi-conductor, engineering & construction and telecom sector. In addition, she manages the origination and syndication of sustainable financings within the U.S., liaising with the global sustainable banking team to facilitate the structuring and placement of ESG-related loans & HY instruments including Ford’s US$15.5bn sustainability-linked revolving credit facility that was recently named “2021 North America Loan” by the International Financing Review (“IFR”).

Fanny joined CA-CIB NY in 2012 as part of the Portfolio and Balance Sheet Management team and prior to that worked for Dexia NY in the Project Finance group. She was previously located in Paris, France, where she held various roles in export and structured finance.

Fanny holds a Masters in finance from ESSCA (Ecole Supérieur des Sciences Commerciales d’Angers) and a Masters in project and structured finance from Ecole Nationale des Ponts et Chaussées.

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Kevin Clarke
ED, Group Regulatory and Governance
UBS

Biography

Kevin is an Executive Director within UBS’s Group Compliance Regulatory and Governance function focusing on regulatory and supervisory developments within the US and implications for the firm’s global business activities. Prior to joining UBS in early 2017, Kevin was with PricewaterhouseCoopers LLP in their Financial Services Risk and Regulatory practice advising foreign and domestic banking organizations on evolving regulatory requirements and supervisory expectations pertaining to Enhanced Prudential Standards, capital and liquidity risk management and stress testing, enterprise risk management and governance and resolution planning. Prior to PWC, Kevin served as an officer within the Bank Supervision function at the Board of Governors in Washington DC and the Federal Reserve Bank of NY from 1988 to 2012 in a variety of capacities ranging from CCAR stress testing, liquidity risk management, credit risk derivatives, model risk management to regulatory capital and internal capital models.

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Jay Cook
former Chief Risk Officer, International
Lloyds Banking Group

Biography

Jay Cook served as Chief Risk Officer for Lloyds Bank in North America from January 2013 through January 2022 assuming additional responsibility for Europe and Asia in 2016 and had responsibility for all aspects of risk management including credit, market, operational, regulatory compliance, BSA/AML, risk analytics, regulatory remediation, ESG, quality assurance and the US pandemic response.  Jay is currently working as an External Advisor for a leading consulting firm and as an Expert Witness in both the US and UK.  Jay has over 30 years of industry experience and joined Lloyds from RBS where he had worked in a variety of roles including as Chief Risk Officer of RBS Americas, Citizens Financial Group and RBS NV Americas and as Global Head of Risk Weighted Asset Optimization.  Prior to his time at RBS Jay held a number of senior risk and finance roles at Citigroup, CIBC and Lehman Brothers.

Candice Dial

Candice Dial
SVP, Director of ESG Investments
Rockefeller Capital Management 

Biography

Candice Dial is the Director of ESG Investments at Rockefeller. In her role, she is responsible for leading strategic ESG initiatives which includes working with the manager selection team to build the third-party manager platform, engaging in thought leadership activities, and supporting Client Advisors. Previously, Candice implemented a sustainable investing program at the Church Pension Group and managed a $1.2 billion sustainability portfolio oversaw the private market sustainable investing program for the Church Pension Group, a pension fund with assets exceeding $14 billion. Candice has spoken in multiple global sustainable investment conferences and featured and mentioned in various video and print publications.

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Hervé Duteil
Chief Sustainability Officer
BNP Paribas, Americas

Biography

Hervé Duteil created the first position of Chief Sustainability Officer for BNP Paribas in the Americas in 2014. In this role, he leads the Bank’s regional strategy for Sustainable Finance, Corporate Social Responsibility, and Company Engagement, bringing in particular a strong focus on promoting client dialogue around sustainability topics and the development of tailored financing solutions or responsible investment products. In 2018, Euromoney selected him as one of the 10 “champions of global impact banking”.

Hervé has spent most of his career with BNP Paribas in New York. He specialized in trading derivatives and managing capital market activities, spanning across commodity, currency, fixed income and electronic markets. More recently, he led BNP Paribas’ efforts to close its first Social Impact Bond for the benefit of the State of Connecticut, followed by a second one with the Department of Veterans Affairs.

Hervé served as a member on the CFTC’s Climate-Related Market Risk Subcommittee of the Market Risk Advisory Committee. He currently sits on SIFMA Sustainable Finance Task Force, WBCSD’s Sustainable Finance Policy task force as well as the Yale Initiative on Sustainable Finance Advisory Board.

Hervé holds a Master in Business Administration with distinction from the Harvard Business School, a Master of Science from the University of Cambridge, and a Bachelor of Science in Mathematics & Physics from the University of Paris. Formerly a professional concert musician, he received various certificates from the Juilliard School of Music in New York.

Alessia-Falsarone

Alessia Falsarone
Managing Director, Portfolio Strategy and Risk
PineBridge Investments

Biography

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.

Aaron_Franklin

Aaron Franklin
Managing Director, Head of Sustainable Finance
Sumitomo Mitsui Banking Corporation

Biography

Aaron Franklin is Head of Sustainable Finance for SMBC Americas Division. He joined SMBC in September 2020 and is based in our New York office.

Engaging with clients on sustainability and environmental, social, and governance (ESG) performance is a global priority for SMBC Group and Aaron’s team leads this initiative in the Americas.

Aaron supports clients with integrating sustainability strategy into their financings, including by structuring and executing green bonds, sustainability- linked loans, and related instruments. Aaron also supports the development and implementation of client-related ESG-focused policies and goals, such as targets to reduce SMBC Group’s financed emissions.

Aaron has more than eight years of experience in sustainable finance, previously serving as the Global Coordinator for Sustainable Capital Markets for a major international law firm, and more than 10 years in international finance. In
this prior role, Aaron was legal counsel to the underwriters in the first-ever sustainability-linked bond and served on the Advisory Council to the Green Bond Principles Executive Committee.

Aaron has a Bachelor of Science degree from Cornell University, where he focused on international development, and a Juris Doctor from Georgetown University Law Center. He holds Series 63 and 79 FINRA licenses.

Frederico Galizia

Federico Galizia
Chief Risk Officer
Inter-American Development Bank

Biography

Federico Galizia is the Chief Risk Officer (CRO) of the Inter-American Development Bank, responsible for managing market, credit, socio-environmental, and operational risk, in accordance with the shareholders’ triple-A mandate. He is a founding member of the Multilateral Development Banks (MDBs) CRO Forum, which coordinates the joint MDBs response to G20 initiatives.

Federico was previously Head of Risk and Portfolio Management at the European Investment Fund, Adviser to the President of the European Investment Bank and Deputy Division Chief at the International Monetary Fund. He holds a Ph.D. in Economics from Yale University.

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John George
Director, Responsible Investment
Nuveen

Biography

John George is a Director and member of the Responsible Investing (RI) Team at Nuveen, the investment management arm of TIAA. John’s responsibilities include developing Nuveen’s strategic foresight on issues related to ESG integration, engagement, stewardship, and investment. Prior to joining Nuveen in 2021, John worked at BlackRock as a Strategist within the Sustainable Products group. He joined BlackRock after spending four-and-a-half years at Lord Abbett, an asset management firm primarily focused on fixed income markets. At Lord Abbett, John was responsible for establishing the firm’s ESG strategy, authoring the RI policy, training investment professionals and client-facing teams on ESG issues, and developing and fundraising for new products such as the Climate Focused Bond Fund. In addition to this experience, John has worked in roles across equity research and investment banking, covering renewable energy companies, utilities, and independent power producers.

John is currently pursuing a Master’s of Science in Sustainability Management at Columbia University’s Climate School. He is also a Fellow at ClimateBase and holds a Bachelor’s in Finance from Rutgers University.

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Ekaterina Grigoryeva
Environment and Social Development Specialist (Global Lead, Financial Sector)
World Bank

Biography

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.

Hannah Herold

Hannah Herold
Director of ESG Research
American Century Investments

Biography

Hannah Herold leads American Century Investments’ ESG and Investment Stewardship team’s research efforts. Since joining the team in 2018, Ms. Herold has worked closely with the firm’s investment teams in the establishment of its ESG integration framework and development of screening and assessment tools. In her role, Ms. Herold manages the team’s research pipeline and has additional research responsibilities primarily focused on global large- and mid-cap equities and human capital management. Before joining American Century, Ms. Herold was an associate and team leader at Bernstein Global Wealth Management. She earned a bachelor’s degree in economics and history from Vanderbilt University.

Chnadra

Chandra Khandrika

Biography

Currently, focused in the area intersecting Financial and Climate change related risks and opportunities. Currently focused on evolution of regulatory landscape, climate risk management including, stress testing, scenario analysis and data gathering. Low carbon economy transition, business model impacts from adaptation and mitigation approaches such as clean Technologies.

20 years industry experience in Risk and Control areas including – Independent pricing and valuation (IPV), Risk Management and Audit at Global Investment banks.

Heading audit function focusing on Model risks and enterprise stress testing.

Climate Risk Management, Regulatory and Disclosure trends, Stress testing, Strategies and approaches

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Si-Yeon Kim
Chief Legal, Risk and ESG Officer
formerly at American Express Global Business Travel

Biography

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.

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Markus Lammer
COO, Ultra High Net Worth Business
Credit Suisse

Biography

Markus Lammer is the Chief Operating Officer of the Ultra High Net Worth business for Credit Suisse in the US. He launched the Ultra High Net Worth coverage platform in Investment Banking and Capital Markets. Markus is also the Chief Operating Officer for the Financial Institutions and the Oil & Gas Groups.

Previously, he was the Chief Operating Officer for Credit Suisse Germany and Central Europe, and also the Head of the Board of Credit Suisse Germany. Markus received his Mag. Degree from University of Graz in Austria, and his LLM from Yale University as a Fulbright Scholar.

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Gary R. Levante
SVP, Corporate Responsibility & Culture
Berkshire Bank

Biography

Gary Levante, SVP Corporate Responsibility & Culture at Berkshire Bank is a dynamic, inclusive and values-driven leader working at the intersection of business and society to build sustainable enterprises. His focus on purpose-driven performance has helped Berkshire net more than thirty awards including an Inspiring Workplaces Award, US Chamber Foundation Citizens Award, North American Employee Engagement Award, Engage For Good Gold Halo Award, PR Daily Corporate Social Responsibility Award, listing in America’s Most Trustworthy Companies and multiple International Communitas Awards. An active community member, he serves on the boards numerous non-profit organizations and holds a B.A. from St. Michael’s College in Colchester, Vermont.

Previously, he was the Chief Operating Officer for Credit Suisse Germany and Central Europe, and also the Head of the Board of Credit Suisse Germany. Markus received his Mag. Degree from University of Graz in Austria, and his LLM from Yale University as a Fulbright Scholar.

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Eivind Lorgen
Chair Emeritus – Investor Advisory Group
SASB Standards

Biography

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.

Julie Mansfield

Julie Mansfield
Director of Customer Strategy
Jupiter Intelligence

Biography

Julie Mansfield is the Director of Customer Strategy for Jupiter Intelligence, the global leader in climate analytics for resilience and risk management. She collaborates internally to develop innovative product ideas and builds relationships with new and existing customers and partners. Julie also serves as a strategic lead for the Jupiter Promise initiative, Jupiter’s philanthropic organization that delivers high resolution physical climate risk data to under-resourced communities worldwide through strategic partnerships.

Prior to joining Jupiter, Julie was a geoscience technical expert for a major integrated energy company where she developed and executed strategic growth campaigns for the company’s largest projects.­ She also served as a transformation leader, building strategic initiatives to drive culture change in a 65,000+ person company.

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Briana Malloney
Client Lead Partner; Finance and ESG Principal
SAP Fioneer

Biography

Briana Malloney is a Lead Partner and ESG Principal at SAP Fioneer. She has 20+ years of experience in transformations, focused on redefining operating models due to market, technology, or regulatory changes. Briana has moved back and forth between Management Consulting and Corporate Executive at the helm of multiple large scale regulatory or digital transformations. In her role at Fioneer, Briana works to align the market and client needs in financial services to the overall product strategy. Combining a lifelong passion born of her undergraduate studies in sustainable economics with her industry expertise in information driven transformations Briana seeks to advance the platforms and technologies available to create renewable revenue opportunities in lieu of regulatory and risk reactions. Briana has her bachelor’s degrees in both Economics and Finance and has an MBA from the Massachusetts Institute of Technology.

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Santosh Mishra
Head of Credit Model & Strategic Analytics
KeyBank

Biography

Santosh Mishra heads the Credit Modeling function for KeyBank’s entire Loan and Lease portfolio. He is currently responsible for development and implementation of Stress testing and CECL models. Additionally, he also leads the Commercial Risk Rating, Economic Capital, functions and is architect of numerous commercial analytics initiatives to support KeyBank’s strategic goals. Last but not the least, Santosh is leading KeyBank’s Climate analytics including Financed emissions and Scenario analysis.

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Munya Muvezwa
Partner
McKinsey & Company

Biography

Munya is a leader in the Wholesale Banking Practice at McKinsey. He focuses on driving transformational change in Wholesale Banking and Credit Risk, with experience on topics such as Frontline Excellence and Effectiveness, Digital strategy and Credit Risk process optimization in Wholesale Banking.

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Nosa Omoigui
CEO & Founder
Weave.AI

Biography

Nosa Omoigui is the CEO and Founder of Weave.AI. Prior to Weave.AI, he led machine learning and personalization teams at Amazon. Nosa also held a senior role at Microsoft Research (MSR). Nosa has a total of 23 granted patents and over 50 pending patents on various areas of technology, including AI.

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Karl Pettersen
Chief Sustainability Officer, Americas
Societe Generale

Biography

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.

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Tobi Petrocelli
Director, Environmental and Sustainability Management
MUFG Americas

Biography

In continued efforts to implement a sustainable culture, Dr. Tobi Petrocelli is the Director of Environmental and Sustainability Management at MUFG Americas. Dr. Petrocelli leads the Sustainable Business Office and is responsible for the creation, implementation, and management of the Bank’s Sustainability program, which is based on the principles of sustainability:

* Foster economic, social, and environmental sustainability

* Promote financial prosperity, sociocultural equity, and diversity

* Conserve natural resources to preserve and improve the environment

Tobi creates efficient environmental, social and governance policies and programs throughout the bank’s operations including climate risk management, carbon reduction efforts and the subsequent reporting through standardized metrics and frameworks. Secondly, she helps develop products and services that serve the markets demand for more sustainable opportunities for investors. “In banking there are internal value drivers and external customer strategies – these typically run parallel rather in synchrony and my responsibility is to integrate ESG factors throughout MUFG and its subsidiaries.” Additionally, Petrocelli heads ESG Client Engagement for the Global Corporate Investment Banking division, implementing and supporting the portfolio clients toward the transition to a low carbon economy.

Dr. Petrocelli’s extensive experience includes her position as Founder of Verde Enterprises, a company created to develop sustainable solutions and best practices for capital systems and corporate operations through technological innovation and corporate responsibility. Her industry expertise is in the areas of corporate banking, infrastructure, communications and consumer -creating growth in profitability by assessing environmental, economic and social governance and mapping solutions for improvement. She is an international contributor in the field of sustainability through her previous roles as Sustainability consultant with the United Nations Environmental Programme in Geneva, Switzerland; Sustainability Advisor with AccountAbility in NY; and Director of Strategic Initiatives & Sustainability with Clearbrook Global Advisors. Tobi Petrocelli holds a Doctorate in International Business from Walden University and a Masters in Sustainability Management from Columbia University.

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Akita Somani
SVP, BNPL/ POS Lending, DEI Champion 

U.S. Bank

Biography

Akita has over 22 years of international experience in retail financial services and payments, with U.S. Bank (Elavon), Mastercard, Visa, Citi, Barclays and HSBC, across different roles in business transformation, propositions, strategy and business development. Having lived and worked in five different countries, she brings a rich understanding of markets at different stages of development, and diverse cultures, across Asia, Europe, Middle East & Africa. She completed her bachelor’s from Delhi University and MBA from XLRI-Xavier School of Management, Jamshedpur, in India.

 In her role as the Diversity, Equity and Inclusion Champion at U.S. Bank and as a member of the Advisory Boards for Women in Payments ASEAN and Money 20/20 AMPLIFY, Akita relentlessly drives constructive actions on building diversity, equity and inclusion in the industry. She was also shortlisted for the Women in Payments 2021 ‘Advocate for Women’ Award for EMEA.

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Clinton van der Spuy
 Head of Risk Management Financial Markets Americas
Formerly at Rabobank

Biography

Clinton is a leader with a deep understanding and a broad knowledge of the climate risk and sustainability issues facing financial institutions and their clients. He provides advisory services on sustainability related issues, and most recently served as Rabobank’s Head of Risk Management Financial Markets Americas and as a Board Member at Rabo Securities.

At Rabobank North America, Clinton established and led a climate risk integration working group focused on implementing the bank’s global climate program locally while attending to all relevant stakeholder needs and local business and regulatory considerations. In this capacity, Clinton was also an active member of the Institute of International Bankers climate risk working group.

Clinton’s climate, capital markets and risk management experience provides him with a unique perspective on climate risk as a financial risk, enabling him to execute practical, creative, solutions to complex problems when he engages with senior level clients, regulators and internal stakeholders. By combining client advocacy, training and product structuring, he helps to drive sustainability finance forward as a tool to help address the most pressing climate risk issues facing the sector.

His more than 20 years of global financial services market experience spans debt capital markets, commodities, derivatives and money market instruments, and it includes senior-level experience with risk frameworks covering credit, liquidity and market risk.

Clinton currently provides advisory and training services for issues related to climate finance and carbon markets.

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Jennifer Sullo
Global Head of Sustainability (Multi-Asset Solutions)
Goldman Sachs

Biography

Jennifer Sullo, Global Head of Sustainability for Multi-Asset Solutions(“MAS”), leads the MAS sustainable business platform including strategic advice / analytics, investment solutions and thought leadership.  Jen is responsible for developing and executing on broad ESG considerations within asset allocation, portfolio construction and manager selection.  Jen meets regularly with global investors to provide education and strategic advice including decarbonization goal / target setting, benchmarking, regulatory considerations, implementation pathways, and broad-ESG and climate-oriented investment solutions. Jen joined Goldman Sachs with the Rocaton Investment Advisors acquisition in 2019, where she was a Managing Director and ESG Practice Lead.

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Elliott Yama
Director, ESG – Product Marketing
Riskonnect, Inc.

Biography

Elliott focuses on helping customers and business partners understand and manage ESG risks more effectively. Elliott specializes in analytic solutions development. As a former management consultant, he has 20+ years of experience working with Fortune 500 companies to develop business processes and capabilities to optimize operations. His experience spans a broad range of industries, including financial services, life sciences, and manufacturing. He has held executive roles with several software solution providers.

October 26, 2022

Reviewing data management frameworks to develop a holistic program of internal and external data

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
August 31, 2022

ESG: Spotlight on Social

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
August 15, 2022

Developing climate stress testing and forecasting capabilities to accurately assess climate impacts on the organization

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
July 21, 2022

Interview: Kenneth Wolckenhauer, Nordea

July 15, 2022

Understanding data requirements and other elements to mitigate greenwashing risks

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]
July 11, 2022

The future of sustainability linked instruments and financing opportunities for change

The views and opinions expressed in this article are those of the thought leader as an individual, and are not attributed to CeFPro or any particular […]

 

Biography

McKinsey & Company’s Risk & Resilience Practice helps clients understand, prepare for, and manage risks to ensure institutional resilience in an ever-changing world. Resilience begins with trying to understand the future—scanning the horizon, generating scenarios, anticipating likely effects, and assessing the resources through dynamic management and a flexible operating model. To thrive in the coming decade, companies must understand their risks and develop resilience—the ability to withstand unpredictable threats or change—and then emerge stronger. Across an organization, resilience is an imperative. We help companies understand risk and resilience in order to better prepare for the future by implementing sensible change. For more details, click here.

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Biography

CastleHill Managed Risk Solutions provides GRC professional advisory services, technology implementations, and managed services for GRC platforms, programs, and processes. Our GRC as a Service for ESG offering provides rapid definition, implementation, and support for your ESG program using industry leading GRC tools. Whether you need support for your existing GRC platform or end-to-end outsourcing solutions, our expert team of risk and compliance professionals will work with your organization to analyze, map, and implement an ESG strategy that integrates seamlessly with your company’s objectives. Take advantage of our cutting edge ESG programming by visiting: https://castlehillrisk.com/esg-solutions/

  

Biography

Jupiter Intelligence™ is the global market, science, and technology leader in physical climate analytics for risk management, risk disclosure, and resiliency planning. Jupiter’s customers include five percent of the world’s largest enterprises, many companies within the Global 2000, the U.S. Department of Defense, and public sector authorities in jurisdictions around the world. Its analytics have been adopted by at least one of the world’s five largest entities in asset management, banking, chemicals, insurance, oil and gas, minerals and mining, electric utilities and construction.

Disclosed private sector customers include AstraZeneca, BP, Entergy, Hawaiian Electric, JLL, Liberty Mutual, MS&AD, Nephila and Zurich Insurance. In addition to the DoD, Jupiter’s public-sector work includes FEMA, NASA, NOAA, New York City, the City of Miami, the U.S. Department of Housing and Urban Development, Broward County (Florida), and national security agencies. Jupiter’s partnerships include most of the world’s largest accounting, consulting, engineering and insurance firms, and defense contractors, including Aon, Bain, Boston Consulting Group, Guidehouse (formerly Navigant), and Zurich Insurance. The Jupiter Promise program partners with NGOs to provide climate analytics to improve resilience for the world’s most vulnerable, under-resourced populations.

Jupiter’s enterprise-grade, best-in-science solutions—ClimateScore™ Global, and the ClimateScore Planning suite—together form the world’s only global-to-street resolution climate analytics offering. Their foundation, the Jupiter ClimateScore Intelligence Platform, is based on rigorous global climate, weather, ocean, hydrological, and data science, and transparent methodologies.

Please visit jupiterintel.com, or contact us at info@jupiterintel.com, for more information.

  

Biography

Riskonnect is the leading integrated risk management software solution provider. Our technology empowers organizations with the ability to anticipate, manage, and respond in real-time to strategic and operational risks across the extended enterprise.

More than 1,300 customers across six continents use our unique risk-correlation technology to gain previously unattainable insights that deliver better business outcomes. Riskonnect has more than 700 risk management experts in the Americas, Europe, and Asia. To learn more, visit riskonnect.com.

  

Biography

SAP Fioneer was launched in 2021 as a joint venture between Dediq and global technology leader SAP to become the world’s leading provider of financial services software solutions and platforms.

By combining proven, world-class technology with development expertise and a broad ecosystem of partners, SAP Fioneer enables banks and insurance companies to transform, grow and differentiate their business while meeting their needs for speed, scalability, and cost-efficiency through digital business innovation, cloud technology, and solutions that cover banking and insurance processes end-to-end. SAP Fioneer has offices and operations spanning the globe and a strong presence in Europe, North and Latin America, and Asia-Pacific.

Our mission is to engineer the next generation of financial services together. Combining bold creativity with rock-solid technology, and working in partnership, to build a financial ecosystem that is resilient, inclusive, and future fit.

For more information, visit www.sapfioneer.com. Follow SAP Fioneer on Twitter and on LinkedIn.

  

Biography

Weave.AI helps asset managers implement robust, proactive, transparent, and scalable ESG stewardship programs to increase shareholder value and to attract more investors. Weave.AI does this by applying AI and analytics to monitor, sift, and benchmark mountains of market data, portfolio data and non-traditional ‘alternative’ data, providing asset managers with new and deeper insights into specific companies, entire industries, sectors, portfolios, or supply-chains—at lightning speed and unlimited scale—thereby enabling greater stewardship, while lowering regulatory risk. Weave.AI also provides breakthrough technology to mitigate greenwashing, and to facilitate deeper and richer engagement with companies, regulators, asset owners, intermediaries, and other stakeholders.

“The event has been perfect. We’re sitting beside one of the largest financial districts in the world, and you can see that by the attendees from the large, multi-national regional and national banks.”

IBM - Co Sponsor

“The people we’re talking to, there’s some great conversations going on and definitely the right place for a sponsor to be… It’s a great place to network.”

Workivia - Associate Sponsor

“We had a breakfast briefing this morning, so we had 15 financial institutions that came to a briefing around the challenges with end-user computing.”

ClusterSeven - Bespoke breakfast briefing

“We do a number of events with [CeFPro] every year… The individuals at the banks and other financial institutions respect [CeFPro’s] events so that’s the key for us.”

Governor - Knowledge Partner

“We have the right people in the room here… Having worked with CeFPro on many occasions, it’s a relationship I see going forward. This is a very important strategic relationship.”

Opus - Co-Sponsor

Connect with senior risk managers from global financial institutions

Each event offers 7+ hours of networking opportunities to meet with practitioners from the biggest financial institutions, including C-suite executives from ICBC, Goldman Sachs, Bank of China, HSBC, BNP Paribas, and more.

Maximize brand awareness

Benefits received from sponsorship packages may include: a prime session slot, exhibition stand, signage, online promotions, and bespoke opportunities to be seen on lanyards, sponsor our wifi or drinks reception, and more.

Share your expertise and service offerings

Present your thought leadership and promote your brand to an audience of 150+ engaged professionals at each live event.

Additional opportunities include newsletter advertorials, advertising within iNFRont Magazine handed out to every attendee plus our online audience, and more.

Can your organization contribute?

Please contact the Center for Financial Professionals today to discuss your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. Contact chris.simou@cefpro.com or call us on +1 888 677 7007 ext. 207 where a member of the team will be happy to tailor the right package for you.

The venue for ESG USA is yet to be confirmed.

Click here to register for updates.
Can I present at the ESG USA Congress?

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at the ESG USA Congress. For further information on this please contact alice.kelly@cefpro.com or call us on +1 888 677 7007.

Are there any rules on the dress code?

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.

What is the cost and what is included in the registration fee?

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.

Where can I find the Congress documentation and speaker presentations?

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.

Will breakfast, lunch and refreshment be provided?

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.

Will there be opportunities to network with other attendees?

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
Are there opportunities to share my thought-leadership at the ESG USA Congress?

Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of ESG USA 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

Are media partnerships available for the ESG USA Congress?

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 lauren.carter@cefpro.com or call +1 888 677 7007.

What can I do if I can't attend the event due to Covid-19?

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.

Are CPE Credits available?

Yes, CPE Credits are available for the ESG USA Congress.

Representing a financial institution or government body – (E.g. Bank, Insurance company, Asset Manager, Regulator)

PRE-AGENDA RATE

$599

Representing an information/service provider (E.g. Consultant, Vendor, Executive Search Firm, Law Firm)

PRE-AGENDA RATE

$1,199

To qualify for the preferential rates above, registration must be received by the close of business of the specific end date for each rate. Payment can be made at the time of registering, or up to a week after an invoice has been 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

CONTACT US DIRECTLY

DOWNLOAD PDF REGISTRATION FORM

Simply email us with your
Full name
Job title
Company & address
Contact number

Email: joseph@cefpro.com

Call us on +1 888 677 7007

Click here to complete the form and submit by email

If you were interested in ESG USA,
take a look at some of our related themes…

iNFRont Magazine is CeFPro’s unique bi-monthly industry publication. Featuring contributions from practitioners around the world as they address the most critical themes and challenges to take over the operational/non-financial risk sector, forward plan your next move with iNFRont.

Free to download, find out more.

NFR

iNFRont Magazine is CeFPro’s unique bi-monthly industry publication. Featuring contributions from practitioners around the world as they address the most critical themes and challenges to take over the operational/non-financial risk sector, forward plan your next move with iNFRont.

Free to download, find out more.

Workiva Report

The Center for Financial Professionals, in partnership with Workiva, conducted an extensive research project to better understand the state of play of ESG across financial services. This report looks to identify where financial institutions truly stand with ESG reporting and whether they are keeping pace with the influx of ESG changes by leveraging technology.

The findings of this report aim to provide a benchmark for financial institutions as to progress and develop the areas of automation, reporting, data, and investment decision making.

Download your free copy of the report.

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