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Wednesday, May 4, 2022 | University Club of New York

I

Helping private markets specialists deal with and define the shifting trends within ESG

A one-day retreat focussing on emerging opportunities and best practice in ESG for operations, finance, legal and back-office leaders across private equity, venture capital and private markets funds.

  • Be a closed and invite-only gathering, this means no media and a curated audience of genuine peers
  • Bring together senior staff from across the GP leadership suite to discuss shared experience, problems and solutions of business leaders from across the executive suite
  • Focus on current ESG trends, emerging themes and the likely innovations and disruptors in the next five years

Private Equity Wire’s event will:

PUT YOUR BRAND IN FRONT OF 100+ GPs

CONFERENCE AGENDA

8:00 AM

ARRIVAL AND REGISTRATION

8:45 AM

WELCOME FROM THE CHAIR

8:45 AM

OPENING ADDRESS

  • Colin Etnire, Head of ESG, BC Partners
  • Creating a roadmap for ESG integration with your fund management business
  • Becoming operationally ESG minded and practicing what you preach as an organisation
  • Understanding the latest reporting trends
  • Aligning on ESG with your allocators
  • Exploring the continued potential for ESG ‘product’
  • How will upcoming and existing regulations and policies around sustainability in the EU, UK and North America affect the market for ESG investing?

Top of mind: How are private markets specialists grappling with the latest priorities in ESG?

PANEL 1

9:00 AM

Speakers:

  • Luci Fonseca, Principal, Base10 Partners (moderator)
  • James Lindstrom, Founder and CEO, BuildESG
  • Ruth Lane, Head of Investor Relations & Marketing, ESG Officer, ATL Partners
  • Shayna Harris, Co-Founder and Managing Partner, Supply Change Capital

Hosted by Goby

Presentation

9:45 AM

2022 Goby Survey, Private Equity Action in ESG

Speaker:

  • Carlos Solano, ESG Manager, Goby
  • What should your business know about SFDR and where should you be on the timeline to compliance
  • Collecting and reporting on data for SFDR - what are the solutions
  • How do the EU Taxonomy Rules complicate the SFDR
  • How to factor in the complexities of different underlying investments and asset classes
  • What are the complexities for asset managers in adapting to the EU taxonomy and the sustainable finance disclosure regulation?
  • Greenwashing: Following changes in Europe is SEC regulation on the way? How will this play out?

Regulatory shifts and greenwashing: Mapping recent regulatory changes on the road to heightened global ESG disclosure

PANEL 2

10:00 AM

Speakers:

  • Ruth Knox, Partner, Kirkland & Ellis (moderator)
  • Allison Spector, Head of ESG, One Rock Capital Partners
  • Pete Murphy, Director, Private Impact Investing; Head of Impact & ESG, Nuveen
  • Verena Rossolatos, Vice President, ESG Specialist, Capital Dynamics

10:45 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Making progress: aligning manager and investor interests on ESG – how to collaborate in the reporting process and what are the operational headaches?
  • How do investment consultants think about and judge asset managers’ ESG capabilities, from portfolio approaches to gender diversity within investment teams and across-the-board ESG risk management?
  • Is there a disconnect between asset managers and allocators/consultants when it comes to ESG expectations from funds?
  • How do ESG expectations now play into the investor ODD process

Roundtables take place as repeated parallel sessions. Delegates take part in three of four discussions.

ROUNDTABLE ROUND 1

11:15 AM

Roundtable A: Managing and Understanding the ESG expectation of an investor: how are allocator needs changing and expectations rising

Speakers:

  • Derek Brooks, VP, Head of Venture, Flat World Partners
  • Gustavo Eiben, Head Of Business Development, Aqua Capital

Roundtable B: ESG and talent acquisition: How your approach to diversity and inclusion can accelerate ESG and help you deliver alpha

  • Current hiring trends – what roles (new and old) will be prominent and prevalent in 2022
  • How has the remote working changed the staff dynamic and your approach to recruitment?
  • Diversity, equity and inclusion (DE&I): Are private equity managers making progress in focus…and fact?
  • Are your LPs starting to track DE&I metrics in the same way they approach ESG
  • How to reflect DE&I in senior hires?

Speakers:

  • Andy Caine, Partner, Human Capital, Frazier Healthcare Partners
  • Sarah Green-Vieux, Head of ESG Research and Education, Novata
  • Making sure you are focused on the right elements of ESG – where do you need to prioritise and how to get it right?
  • How do you introduce and integrate the different tenants of ESG
  • How to create a compelling ESG policy and roadmap – do you start from scratch or pull in other strategies around climate, governance or diversity
  • How can your business become operationally ESG mindful?

Roundtable C: Juggling environmental, social and governance priorities: How your business should be focusing on the ‘E’, ‘S’, and ‘G’

Speakers:

  • Sandy Gray, North American lead for Private Equity Sustainability Solutions, EcoVadis
  • How should ESG be impacting existing funds and creating opportunities for new launches
  • How can private markets specialists create ESG compliant portfolios
  • Should managers and investors be preparing for a future that involves effective carbon pricing, carbon taxes, and payment for ecosystem services?
  • Sovereign green bonds, natural capital, and renewable energy infrastructure have been identified as some of the most promising sustainable asset classes. Where are the opportunities for investors now, and which investment areas have already become crowded/expensive?
  • How can asset managers embed ESG within their existing constraints and style factors? Can value investing be combined with principles for responsible investing? How important is it to identify ESG “improvers”, companies that are making progress with their ESG scores?
  • Impact Investing – can it be classed as an ESG product and how can it be efficiently measured?

Roundtable D: Product roadmap: Creating funds capable of leveraging the interest and need for ESG

Roundtable D: Product roadmap

  • Sean McGrath, Senior Associate, Access Holdings

Repeat of roundtables. Roundtables take place as repeated parallel sessions. Delegates take part in three of four discussions.

ROUNDTABLE ROUND 2

12:00 PM

Roundtable A: Managing and Understanding the ESG expectation of an investor

Roundtable B: ESG and talent acquisition

Roundtable C: Juggling environmental, social and governance priorities

Roundtable D: Product roadmap

  • Andy Caine, Partner, Human Capital, Frazier Healthcare Partners
  • Sarah Green-Vieux, Head of ESG Research and Education, Novata
  • Jennifer Brown, Partner, Global Head of Consultant Relations, Adams Street Partners
  • Maureen O'Brien, Vice President, Corporate Governance Director, Segal Marco Advisors
  • Christina Anzel, Director of Investor Relations, True Green Capital Management
  • Sandy Gray, North American lead for Private Equity Sustainability Solutions, EcoVadis
  • Colin Etnire, Head of ESG, BC Partners
  • Sean McGrath, Senior Associate, Access Holdings

12:45 PM

NETWORKING LUNCH

  • Behaviour, habits and profit – how do we standardise the investment potential of ESG
  • How to merge ESG with core business objectives
  • How do you move beyond ESG as a function of compliance and turn it into a trigger for alpha and outperformance
  • Impact investing – getting the approach right

Value creation via ESG - building a sound investment approach using ESG

PANEL 3

2:00 PM

Speakers:

  • Kathryn Wortsman, Managing Partner and Founder, Amplify Capital (moderator)
  • Josh Green, COO, Novata
  • Justin Kulla, Partner of Impact Investing, TZP Group
  • Maureen Waters, Partner, MetaProp
  • Sean McGrath, Senior Associate, Access Holdings

Repeat of roundtables. Roundtables take place as repeated parallel sessions. Delegates take part in three of four discussions.

ROUNDTABLE ROUND 3

2:45 PM

Roundtable A: Managing and Understanding the ESG expectation of an investor

Roundtable B: ESG and talent acquisition

Roundtable C: Juggling environmental, social and governance priorities

Roundtable D: Product roadmap

  • Jennifer Brown, Partner, Global Head of Consultant Relations, Adams Street Partners
  • Maureen O'Brien, Vice President, Corporate Governance Director, Segal Marco Advisors
  • Kathleen McCabe, Partner, PJT Partners
  • Wray Thorn, Founder, Partner and CIO, Focus Impact Partners
  • Christina Anzel, Director of Investor Relations, True Green Capital Management
  • Sandy Gray, North American lead for Private Equity Sustainability Solutions, EcoVadis
  • Albert Vazquez-Agusti, Partner, Sway Ventures
  • Sarah Green-Vieux, Head of ESG Research and Education, Novata

3:30PM

NETWORKING BREAK

  • With multiple standards and reporting options, what represents best practice?
  • How to partner with service providers to get your reporting right
  • Using ESG benchmarks, scorecards and third-party data sources – are these genuinely useful? And how best to leverage an array of different reports and rating standards
  • Is ESG data the new edge for asset managers? How is the lack of high-quality ESG data hampering asset managers’ efforts to invest responsibly?
  • With across-the-board disclosures and consistent reporting standards still lacking, how should asset managers discriminate between companies?
  • How much should asset managers rely on ESG ratings providers for a picture of a company’s sustainability?
  • Are we reaching a tipping point with regulation such as the EU SFDR providing an answer to the problem of reporting, or should asset managers themselves be doing more to motivate investee companies to disclose non-financial data?
  • What solutions can technologies such as natural language processing and blockchain provide in improving the ESG data offering?

Navigating ESG data: best practice in ESG reporting and information discovery

PANEL 4

4:00 PM

  • Tulsi Byrne, Head of ESG, Francisco Partners (moderator)
  • Melissa Ferraz, Managing Director, Global Head of eFront Insight, BlackRock
  • Sanaz Raczynsk, Managing Director and Head of Sustainability, Kohlberg and Company
  • Sandy Gray, North American lead for Private Equity Sustainability Solutions, EcoVadis

Speakers:

4:45 PM

ALLOCATOR MASTERCLASS

Hear from a panel of managers on how ESG policy is being accelerated by LPs and what constitutes best practice now and in the future.


  • Derek Brooks, VP, Head of Venture, Flat World Partners (moderator)
  • Anne Yang, Strategic Portfolio Manager & ESG Committee Chair, Star Mountain Capital
  • Gustavo Eiben, Head Of Business Development and Strategic Efforts, Aqua Capital
  • Wray Thorn, Founder, Partner and CIO, Focus Impact Partners

Speakers:

5:30 PM

CLOSING ADDRESS

  • Colin Etnire, Head of ESG, BC Partners

5:35 PM

NETWORKING

Cocktails, canapes and networking

7:15 PM

EVENT CLOSES

Allison Spector

Head of ESG at One Rock Capital Partners

Read more

Albert Vazquez-Agusti

Partner at Sway Ventures

Read more

Andy Caine

Partner, Human Capital at Frazier Healthcare Partners

Read more

Anne Yang

Strategic Portfolio Manager & ESG Committee Chair at Star Mountain Capital

Read more

Christina Anzel

Director of Investor Relations at True Green Capital Management

Read more

Carlos Solano

ESG Manager at Goby

Derek Brooks

VP, Head of Venture at Flat World Partners

Read more

Colin Etnire

Head of ESG at BC Partners

Read more

Gustavo Eiben

Head Of Business Development at Aqua Capital

Read more

James Lindstrom

Founder and CEO at BuildESG

Read more

Jennifer Brown

Partner, Global Head of Consultant Relations at Adams Street Partners

Read more

Josh Green

COO and Co-founder at Novata

Read more

Kathleen McCabe

Partner at PJT Partners

Justin Kulla

Partner of Impact Investing at TZP Group

Read more

Kathryn Wortsman

Managing Partner and Founder at Amplify Capital

Read more

Luci Fonseca

Principal at Base10 Partners

Read more

Maureen O'Brien

Vice President, Corporate Governance Director at Segal Marco Advisors

Read more

Maureen Waters

Partner at MetaProp

Read more

Melissa Ferraz

Managing Director, Global Head of eFront Insight at BlackRock

Read more

Pete Murphy

Director, Private Impact Investing; Head of Impact & ESG at Nuveen

Read more

Ruth Knox

Partner at Kirkland & Ellis

Read more

Ruth Lane

Head of Investor Relations & Marketing, ESG Officer at ATL Partners

Read more

Sanaz Raczynski

Managing Director and Head of Sustainability at Kohlberg and Company

Read more

Sandy Gray

North American lead for Private Equity Sustainability Solutions at EcoVadis

Read more

Sarah Green-Vieux

Head of ESG Research and Education at Novata

Read more

Sean McGrath

Senior Associate at Access Holdings

Read more

Shayna Harris

Co-Founder and Managing Partner at Supply Change Capital

Read more

Tulsi Byrne

Head of ESG at Francisco Partners

Read more

Verena Rossolatos

Vice President, ESG Specialist at Capital Dynamics

Read more

Wray Thorn

Founder, Partner and CIO at Focus Impact Partners

Read more

GPs

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

LPs

10

UNIVERSITY CLUB OF NEW YORK

Address: One West 54th Street New York, NY 10019

Venue Requirements

Dress Code

COVID-19

Electronic Devices

Attendees must be able to provide proof of a full Covid-19 vaccination to gain entry.

Business attire -

blazers/jackets and collared shirt for men. Trainers or denim are not permitted.

Electronic devices must remain silent in all public areas in the Club House.

For more information on any of the above, please click here.

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US ESG SUMMIT

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