2018 Summit Profile
Speakers are chosen who will invigorate the panel topics with their experiences, convictions, and predictions. Special featured speakers are selected to break new ground or open attendee’s eyes to the growing possibilities in the area.
The Summit concludes with a one-hour networking reception. Breakfast, lunch, and snacks are also included in the registration.
This year's Summit panel topics are:
ESG report on employee benefit plans and fiduciary obligation (available for CE Credit)
Will 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.
ESG Data Quality in 2018 (available for CE Credit)
ESG 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.
Latin America: Probing the driving forces of ESG and Corporate Social Responsibility in the region
Developing ESG scores in Latin America presents the similar challenges for rating companies, corporates, and investment managers in other regions. There are, however, specific areas of distinction. Our panelists will present cases and stories to illustrate current trends.
Inconceivable or practical truth? How risks from climate change will transform business.
Non-fossil fuel natural resources, such as water, may one day result in stranded assets. While environmental catastrophes and energy risks are being agressively 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.
How the Sustainable Development Goals (SDGs) are linking to corporate reporting, investor values, and ESG
How 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.
Reframing retail investing: personal values, robots, apps, and impact frameworks (available for CE Credit)
Whether 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.
Planting a stake in the valuation of Diversity, Inclusivity, and Equal Opportunity (available for CE Credit)
The 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.
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 spuured corporate activism, philanthropy and NGO enthusiasm. What did 11/9/16 mean and what should we expect in 2020?
Certified Financial Planners (CFP's ) are eliglbe to earn up to four CE Credits for attending this year's conference. If interested, please email your CFP Board ID number to Sarah Grieco at firstname.lastname@example.org.