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

8:15 am

Doors open for registration and networking breakfast

9:00 am

Welcome Remarks

Speaker

9:05 am

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

  • Jose Minaya

    President and Chief Investment Officer , Nuveen

9:15 am

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

Speakers

9:35 am

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

Speakers

10:00 am

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

Speakers

10:25 am

Networking Break

10:45 am

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

  • Victoria Cerullo

    Director of Strategy and Engagement in the Data Analytics & Integration Division, Bloomberg LP

Speakers

  • James Lumberg

    Co-Founder, Executive Vice President , Envestnet

  • Lily Trager

    Executive Director, Director of Investing with Impact , Morgan Stanley Wealth Management

11:15 am

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

  • Lenora Suki

    Head, Product Strategy, Sustainable Finance, Bloomberg LP

Speakers

  • 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

11:45 am

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.

12:10 pm

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

Speaker

12:45 pm

Making an Impact: Key Takeaways

Speakers

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 Foundation

Founding 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.