*Attendance is for Investment Professionals Only

Tuesday, September 11th, 2018
7:30 a.m. – 6:00 p.m.
United Nations Headquarters
Economic & Social Council Chamber
New York City, NY 10017

Per UN Security: Everyone must register for an individual ticket with their exact name
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Please see below agenda for further details

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A Gathering of Financial Institutions, Advisors, and Family Offices to Discuss the Business Case for ESG (Environmental, Social, and Governance) Investing and the Alignment of Investor Capital at the United Nations

There is a convergence of 2 major events driving the rapidly growing Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing trend:

1) Over the next several decades, it is predicted that tens of trillions of dollars will transfer to women and millennials, most of whom are greatly interested in Sustainable, Impact, and ESG Investing.1

2) A recent report by the Business & Sustainable Development Commission estimates that achieving the United Nations’ Sustainable Development Goals (SDGs) could also open up $12 trillion of market opportunities in food, agriculture, cities, energy, materials, health, and well-being, while creating 380 million new jobs by 2030.2

ESG: The GPS of Investing®
The UN SDGs: The Destination


Kwame Anochie

Executive Vice President

Alfred Berkeley

Princeton Capital Management
Former President

Dr. Chantal Line Carpentier

UN Conference on Trade and Development (UNTAD)

Ron Cordes

Cordes Foundation

Stephen Distante

Vanderbilt Financial Group

Patsy Doerr

Global Head of Corporate Responsibility and Inclusion
Thompson Reuters

Patrick Drum

Senior Investment Analyst
and Portfolio Manager
Saturna Capital

Ingrid Dyott

Senior Portfolio Manager
Neuberger Berman

Naomi English

Executive Director, ESG Products
MSCI ESG Research

Lawrence Ford

Founder and CEO
Conscious Capital Wealth Management

Karina Funk, CFA

Portfolio Manager
Head of Sustainable Investing
Brown Advisory

Sarah Gelfand

Director of Donor Programs
Fidelity Charitable

Jeff Gitterman

Co-founding Partner
Gitterman Wealth Management

Jon Hale

Head of Sustainability Research

Dan Hanson

Head of Impact Investing
JANA Partners
Board of Directors – SASB
Sustainable Accounting Standards Board

Michael Jantzi


Judith Karl

Executive Secretary
UN Capital Development Fund

Erika Karp

Founder and CEO
Cornerstone Capital

Georg Kell

United Nations Global Compact

William Kennedy

Officer in Charge
United Nations Office for Partnerships

Jordan Kimmel

Portfolio Manager
Gitterman Wealth Management

Carole Laible

Domini Impact Investments

Gayatri Naraine

NGO Representative
United Nations

Abdur Nimeri

Senior Investment Strategist

Jack Otter

Associate Publisher
Dow Jones Wealth & Asset Management Group

Jens Peers

CIO Sustainable Equities and Fixed Income
Mirova / Natixis Investment Managers

Lenore Reiner

VP & Responsible Investment Strategy Specialist
Calvert / Eaton Vance

Courtenay Rattray

Jamaican Ambassador 
to the United Nations

Dan Roarty

Chief Investment Officer
Thematic and Sustainable Equities

Fran Seegull

Executive Director
US Impact Investing Alliance
Ford Foundation

Joe Sinha

Parnassus Investments

Bob Smith

President and Chief Investment Officer
Sage Advisory Services

Vivek Tanneeru

Portfolio Manager
Matthews Asia

Lily Trager

Executive Director, Investing with Impact
Morgan Stanley

Greg Vigrass

Folio Institutional

Tensie Whelan

NYU Stern Center for Sustainable Business

Lisa Woll

The Forum for Sustainable and Responsible Investment

Brace Young



Convening Partners

SMART Impact Investing
SMART Impact Investing

Time Remaining Until the Event

[1] https://www.fa-mag.com/news/women-and-millennials-driving-the-bottom-line-of-triple-bottom-line-investing-26224.html
[2] http://report.businesscommission.org/