December 4 | New York City
The Global Responsible Investing Forum
Business Growth through Responsible Investing
As a new generation of investors brings about opportunities, understanding investor needs and values is key. These insightful discussions will examine how to engage new audiences using responsible investing as a competitive differentiator, how to grow your business, and how to access data insights to prove that making a difference and generating strong returns can go hand in hand.
December 4 - Tuesday
Doors open for registration and networking breakfast
Becoming a Responsible Investor
ESG issues are critical to portfolio health. Their consideration is quickly becoming part of advisor fiduciary duties, with profound implications for the retail business. The chief investment officer and president of Nuveen Global Investments gives an opening overview of trends in responsible investing with an outlook on what’s to come.
Speaker
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Jose Minaya
President and Chief Investment Officer , Nuveen
The Data Behind the Demand
Three quarters of active individual investors express interest in responsible investing—and those rates are even higher among women and millennials. Women and millennials will soon control $30 trillion in the U.S. alone, making these investors a powerful force. This segment will take an in-depth look at how these changing demographics will drive growth in RI.
Moderator
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Annie Massa
Investing Reporter, Bloomberg
Speakers
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Sophie L'Hélias
Founder & President, LeaderXXchange
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Anna Snider
CAIA, Managing Director and Due Diligence Business Executive, Bank of America
The Female Factor
Women are the primary decision makers in 85 percent of consumer purchases in the U.S., making them a meaningful demographic for investing. Research has also shown that women are more likely to take companies’ ethical and environmental actions into consideration in their purchasing decisions than men. Experts will discuss how to convert these engaged consumers into responsible investors.
Moderator
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Kiersten Barnet
Global Head, Bloomberg Gender-Equality Index
Speakers
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Bridget Brennan
CEO, Female Factor
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Jean Chatzky
Financial Journalist
Impact of Millennials
Millennials are the largest generation in the workforce today, and their social consciousness is a driving factor in their career choices and investment decisions. Our panel will discuss how RI opportunities align with millennials’ life choices and financial habits.
Moderator
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Jordyn Holman
Reporter, Bloomberg News
Speakers
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Meredith Ferguson
Managing Director, Do Something Strategic
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Dan Coates
President, Ypulse
Networking Break
From Engage to Grow
Reaching and engaging a new generation of investors and understanding their motivations is often the key to successfully growing your business. Experts weigh in on how to identify and connect with your target audience and where to put resources to work to reach new investors in the digital generation.
Moderator
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Victoria Cerullo
Director of Strategy and Engagement in the Data Analytics & Integration Division, Bloomberg LP
Speakers
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James Lumberg
Co-Founder, Executive Vice President , Envestnet
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Lily Trager
Executive Director, Director of Investing with Impact , Morgan Stanley Wealth Management
Putting It All Together: Responsible Portfolios in Action
Responsible investing and strong performance don’t need to be mutually exclusive. In this panel, experts discuss how to incorporate ESG factors into client portfolios and measure impact. This discussion will also focus on how to tell a responsible investing story to clients that includes engagement strategies with other portfolio companies.
Moderator
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Lenora Suki
Head, Product Strategy, Sustainable Finance, Bloomberg LP
Speakers
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Amit Bouri
CEO & Co-Founder, GIIN
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Erika Karp
Founder & CEO, Cornerstone Capital Group
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Amy O'Brien
Managing Director, Head of Responsible Investing, TIAA Investments - Nuveen
Ask the Experts
You have questions about responsible investing? We have answers. This session will bring together experts we’ve heard from throughout the day to answer your questions about responsible investing for your clients. Poll questions will also be featured in this session.
Making an Impact- How to Revolutionize Investments as Sources of Profit and Impact
Jean Case is the CEO of The Case Foundation, a leader in impact investing will discuss her method for doing the most good while generating strong returns, where she sees the greatest opportunities, and how to make a difference in an ever-changing world.
Moderator
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Ramy Inocencio
Anchor, Bloomberg Television
Speaker
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Jean Case
CEO, Case Foundation
Making an Impact: Key Takeaways
Speakers
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Ramy Inocencio
Anchor, Bloomberg Television
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Jose Minaya
President and Chief Investment Officer , Nuveen
Speakers

Ramy Inocencio
Anchor Bloomberg Television
Jose Minaya
President and Chief Investment Officer Nuveen
Annie Massa
Investing Reporter Bloomberg
Sophie L'Hélias
Founder & President LeaderXXchange
Anna Snider
CAIA, Managing Director and Due Diligence Business Executive Bank of America
Kiersten Barnet
Global Head Bloomberg Gender-Equality Index
Bridget Brennan
CEO Female Factor
Jean Chatzky
Financial Journalist
Jordyn Holman
Reporter Bloomberg News
Meredith Ferguson
Managing Director Do Something Strategic
Dan Coates
President Ypulse
Victoria Cerullo
Director of Strategy and Engagement in the Data Analytics & Integration Division Bloomberg LP
James Lumberg
Co-Founder, Executive Vice President Envestnet
Lily Trager
Executive Director, Director of Investing with Impact Morgan Stanley Wealth Management
Lenora Suki
Head, Product Strategy, Sustainable Finance Bloomberg LP
Amit Bouri
CEO & Co-Founder GIIN
Erika Karp
Founder & CEO Cornerstone Capital Group
Amy O'Brien
Managing Director, Head of Responsible Investing TIAA Investments - Nuveen
Jean Case
CEO Case FoundationFounding Presenter

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $967 billion in assets under management as of 3/31/18 and operations in 16 countries. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information, please visit www.nuveen.com.