The New York Society of Security Analysts Presents Sustainable Investing Conference

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Panelists to discuss how Environmental, Social, and Governance (ESG) considerations are incorporated into research analysis and portfolio selection.

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On May 13, 2014, sustainable investing visionaries and practitioners will discuss the benefits of incorporating a variety of capital into the investment analysis and decision-making process at NYSSA’s Sustainable Investing: Perspectives and Opportunities conference.

Sustainable investing strategies have captured the imaginations of investment professionals and other civil society actors across all disciplines. The dynamics of our 21st century economy have unleashed the economic power of the intangible while at the same time opening our eyes to the constraints and challenges of the tangible. Human and intellectual capital, company brand and reputation, and networks are under-appreciated economic value creators. However, there are some finance professionals who are rethinking, re-measuring, and remaking natural, social, and financial capital into a new business model and investment practice.

These pioneering thought leaders and practitioners will be sharing their insights at this conference:

  • Keynote Speaker: Kevin Parker, Chief Executive Officer, Sustainable Insight Capital Management on “The Landscape of Sustainable Investing– Opportunities and Perspectives”
  • “Total Portfolio Activation, Investing Across all Asset Classes” Panelists:

Diane Keefe, Trustee National Finance and Investment Committees, American Friends Service Committee
Aner Ben-Ami, Managing Director, Pi Investments
Nikita Singhal, Impact Investor, FB Heron Foundation

  • “Incorporating ESG Criteria into Investment Decision-Making” Panelists:

Nicholas S. Elfner, Director of Corporate Research, Breckinridge Capital Advisors
Peter Ellsworth, Senior Manager, Investor Programs, Ceres
Ari Frankel, Head of ESG Strategy, Real Estate, Deutsche Asset & Wealth Management
Robert Morris, Associate, Strategic Product Management Group, BlackRock

  • “A Case Study: Using ESG/Impact Investing Tools to Construct Portfolios” Panelists:

Anna Snider, CAIA, Director, Global Head of Equity Due Diligence, Merrill Lynch Wealth Management
Mark Bateman, ESG/SRI Consultant, Aperio Group
Samuel Pierce, President and CEO, IW Financial
Liz Luckett, Director of Impact Investing, Pershing Square Foundation

  • “Investment Strategies in Response to Climate Risk” Panelists:

Bruce M. Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management
Bob Litterman, Chairman, Risk Committee, Kepos Capital
Silda Wall Spitzer, Principal, NewWorld Capital Group

Sustainable Investing: Perspectives and Opportunities will be held on May 13, 2014 from 8:30 a.m.–3:00 p.m. The conference location is NYSSA Conference Center, 1540 Broadway, Suite 1010, New York, NY 10036.

Visit for a detailed event description and registration information.

Press members with proper credentials who wish to attend may contact Space is limited.

The New York Society of Security Analysts (NYSSA) is a leading forum for the investment community. NYSSA’s mission is to serve the needs of all members and investment professionals and to educate the investing public. With more than 8,000 members, NYSSA is the largest of the 135 societies worldwide that make up CFA Institute, which has over 105,000 members.

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Shauntay Jones
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