Agenda
The Promise and Challenges of ESG
May 17-19, 2021 / Virtual Conference
To access the main conference sessions use your unique Zoom link. Refer to the email titled “The Promise and Challenges of ESG Confirmation” (REMINDER: ADD LINK TO CALENDAR) for your unique link. You will use the same Zoom link all 3 days. Attendees can only join the Zoom Meeting on one device at a time and sharing your link may put you at risk of not being able to join the conference.
Monday, May 17th
Moderator – Sanjiv Das, Santa Clara University
8:00am – Opening Remarks
8:10am – 8:30am (PST)
Masataka Miyazono, Government Pension Investment Fund (GPIF), Keynote
Jeffrey Bohn, Swiss Re Institute
9:00am – 10:00am (PST)
Brad Cornell, UCLA, Anderson School of Management
ESG: Conceptual Questions
Discussant: Kathleen Houssels, Aspire Ten25
10:30am – 11:30am (PST)
Laura Starks, McCombs School of Business University of Texas
Climate Risk and Climate Risk Disclosure: Views of Institutional Investors
Discussant: Will Kinlaw, State Street Associates
11:30am (PST)
Harry Markowitz Award Announcement
Dick Michaud, New Frontier Advisors
Tuesday, May 18th
Moderator
8:10am – 9:10am (PST)
Roberto Rigobon, MIT
ESG Confusion and Stock Returns: Tackling the Problem of Noise
Discussant: Wendy Harrington, Nuveen
9:30am – 10:30am (PST)
Panel Discussion
Paul Pfleiderer, Stanford Graduate School of Business
Amit Seru, Stanford Graduate School of Business
Anne Simpson, CalPERS
11:00am – 12:00pm (PST)
Lisa Goldberg, Aperio/University of California Berkeley
The Inherent complexity of ESG investing
Discussant: Lloyd Han, PIMCO
Wednesday, May 19th
Moderator
8:10am – 9:10am (PST)
Ananth Madhavan, BlackRock
Towards ESG Alpha – Perspectives from Equity and Fixed Income
Discussant: Charles Lee, Stanford Graduate School of Business
9:30am – 10:30am (PST)
Ben Meng, Eight Sequoias LLC
The Inflection Point for Sustainable Investing
Discussant: Cel Kulasekaran, Windham Capital Management
11:00am – 12:00pm (PST)
Jay Raol, Invesco
The Influence of ESG on Fixed Income Portfolio Manager Behavior
Discussant: Shaojun Zhang, Vanguard
