Our ESG Virtual Forum will take place virtually on Thursday, March 11 and we hope you can join us for an engaging exploration of trends and activity in sustainable investing. As the market continues to expand with a wider range of solutions and with growing demand from clients to back this up, the forum is designed to help you deliver the best possible portfolios. Over the course of the morning, there will be four fund manager presentations hosted by Transamerica , BlackRock, Amundi US, and DWS. In between the fund manager presentations, there will be two engaging panel discussions. Our first panel discussion will pull back the curtain and take a look into how due diligence analysts are evaluating ESG managers today. We will be joined by John Tennaro, head of ESG & Impact Investing Solutions in CIBC Private Wealth Management’s Mid-Atlantic region, Laura Tsiguloff, a due diligence analyst at Raymond James’s AMS Manager Research team, and Aubre Clemens, an executive director on the JP Morgan Private Bank Manager Solutions team. These gatekeepers will share how we can make sure managers are putting their money where their mouths are! Before our second panel discussion, there will be a coffee break hosted by eVestment. eVestment, a Nasdaq platform, is the leading provider of performance, risk, characteristics and other data on almost 24,000 institutional strategies from 3300+ asset managers. eVestment is the backbone of manager research for investment consultants, public and corporate pensions, endowments and foundations, family offices and other organizations engaged in due-diligence on institutional products offered by traditional and alternative managers. Grab a cup of coffee and tune in for this session! Our last panel session of the day will be hosted by Jeff Gitterman of Gitterman Wealth. He will lead a panel debate between the four fund managers from Transamerica, DWS, BlackRock and Amundi US to make sure they are being intentional with their ESG investing! This is an exciting time for sustainable investing and the opportunities appear to be greater than ever. There is lots for us to delve into at the ESG Virtual Forum and we look forward to seeing you on the day!
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Join us at
ESG Virtual Forum March 11, 2021 Virtual Event
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workshops
Workshops
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mangers q&A
Meet the managers
event info SPEAKERS AGENDA Managers q&a REGISTER
Head of Audience Development & Studios – U.S. & LatAm
Amelia Garland
Tech sponsor
Agenda
March 11
All timings in EST
title
Main platform – keynote session: speaker name
time
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Panel Session
09:30 - 10:00
Intro & Workshop 1 Transamerica James Rich, Senior Portfolio Manager
12:00 - 12:25
event info SPEAKERS AGENDA REGISTER
Workshop 3 Amundi US Craig D. Sterling, Managing Director Head of Equity Research, US Director of Core Equity, Portfolio Manager
Workshop 2 BlackRock Alexandra Hirsch, Director
Panel 1 Pulling back the curtain: Evaluating ESG managers John Tennaro, Senior Vice President, CIBC Private Wealth Management Laura Tsiguloff, Due Diligence Analyst, Raymond James Aubre Clemens, Executive Director, J.P. Morgan Private Bank
Evestment & Coffee
10:10 - 10:35
10:45 - 11:30
11:35 - 11:55
Workshop 4 DWS Robert Bush, Director, DWS Research Institute
Panel 2 & Closing Remarks ESG Fund Manager Panel Debate with Jeff Gitterman, Gitterman Wealth Management
12:35 - 13:00
13:00 - 13:45
Craig will review the firm’s long history and dedication to a fundamentally integrated ESG framework, not only for our flagship ESG product, Pioneer Fund, but across our entire organization.
BlackRock believes that sustainability should be the new standard for investing. Our investment conviction is that sustainability-integrated portfolios can provide better risk-adjusted returns to investors.
Explore methods for incorporating ESG into SAA (weight changes, use of ESG indices, or a combinations of both) and the resulting trade-off—a better ESG rating vs. some tracking error.
Outline how investors can embrace ESG and sustainable investing in fixed income to pursue competitive long-term financial returns.
John Tennaro is the Head of ESG & Impact Investing Solutions in CIBC Private Wealth Management’s Mid-Atlantic region—which includes the firm’s Baltimore and Washington D.C., offices—with more than 20 years of industry experience. John is responsible for overseeing all aspects of our firm’s approach to ESG & Impact Investing. This includes establishing and promoting our firm’s presence in the space while serving as a resource and voice for our clients and employees. Furthermore, John will lead in the development and selection of ESG & Impact Investing strategies. In addition, John is also the Chair of the CIBC ESG Advisory Group and a member of the ESG Investment Council.
John Tennaro
Panel session 1
Laura Tsiguloff began her career with Raymond James in 2015, in the Asset Management Services (AMS) department, as a Portfolio Reviewer for the Unified Managed Account trading team. In 2019, she joined the AMS Manager Research team as a due diligence analyst. She currently leads the team’s ESG efforts which has a focus in the international and growth coverage areas.
Laura Tsiguloff
ESG investing is more than just a passing trend. At this stage, it has moved firmly from being a nice offering to something asset managers almost have to consider. From boutique shops that have focused on impact investing since their inception to big players like BlackRock, everyone has an ESG offering. But with so many choices, how do gatekeepers scrutinize managers to make sure their ESG investments are intentional? Citywire has invited John Tennaro, head of ESG & Impact Investing Solutions in CIBC Private Wealth Management’s Mid-Atlantic region, Laura Tsiguloff, a due diligence analyst at Raymond James’s AMS Manager Research team, and Aubre Clemens, an executive director on the JP Morgan Private Bank Manager Solutions team, to discuss how they make sure managers are putting their money where their mouths are.
Pulling back the curtain: Evaluating ESG managers
Aubre Clemens is an Executive Director on the J.P. Morgan Private Bank Manager Solutions team located in New York. Aubre is responsible for leading the manager selection and on-going due diligence of Sustainable Investments along with international and global equities. As part of this role, she is responsible for the identification and evaluation of Sustainable Investment strategies and sits on the Sustainable Investing Champions taskforce; a global taskforce that is focused on providing resources, strategies and strategic advice on the topic of Sustainable Investing. Aubre supports the educational efforts by conducting discussions on Sustainable Investing concepts and trends.
Aubre Clemens
Senior Vice President, CIBC Private Wealth Management
Due Diligence Analyst, Raymond James
Executive Director, J.P. Morgan Private Bank
Panel session 2
Jeff Gitterman is a widely recognized leader in the ESG and sustainable investing field, and the creator of SMART Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors. With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management towards sustainable investing in 2015. Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Barron’s, Forbes, The Wall Street Journal and CNN among many others.
Co - Founding Partner
Jeff Gitterman
Chairperson
Investment Specialist
Charles Brooks
Managers Q&A
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