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Please note that this event is part of the
Private Equity Wire US Leadership Summit

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Thursday, October 24th, 2024 | Convene, 101 Park Ave, New York

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

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#PEWESGSummit

SPEAKING OPPORTUNITIES

The Private Equity Wire US ESG Summit is a one-day retreat dedicated to exploring the future of sustainable investing, tailored for leaders across the private equity deal lifecycle.

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EXPERT SPEAKERS

ATTENDEES

HOURS OF CONTENT

ALLOCATORS

30

150+

10+

20+

GP's

100+

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SUMMIT AGENDA

8:15 AM

ARRIVAL AND REGISTRATION

PLENARY SESSION

CO-LOCATED WITH THE LEADERSHIP SUMMIT

9:00 AM

WELCOME ADDRESS

  • What continues to keep impact investing outside the mainstream?
  • What are the longer term opportunities for financial return?
  • How is the world of impact measurement evolving?
  • How far are we from not branding impact as a separate asset class?

Next generation investing: Impact is more than just an asset class

PANEL 1

9:05 AM

  • Moderator: Dail St. Claire, Chief Investment Officer & Decarbonization Strategist, Aurivos
  • Rick Fratus, Managing Partner, Stafford Capital Partners
  • Madeleine Gee, Portfolio Manager - Global Private Equity, APG - Asset Management
  • Greg Shell, Managing Partner, Head of Inclusive Growth Strategy, Goldman Sachs

Speakers:

US ESG SUMMIT AGENDA

9:50 AM

ESG SUMMIT WELCOME ADDRESS

New expectations: Unpacking the findings of our ESG investor survey

FIRESIDE CHAT

9:50 AM

    Speakers:

    • Moderator: Will Wainewright, Head of Hedge Fund Research, Hedgeweek
    • Dr. Caitlin Pentifallo, Head of Metrics & Regulation, Novata
    • Michael Felman, President & Chief Executive Officer, MSF Capital Advisors
    • What improvements have come about to counter ESG data opacity?
    • Where are the gaps when it comes to data collection and reporting?
    • Are portfolio companies growing more mature in disclosures?
    • What’s next for the world of ESG reporting?

    Data dive: Where are we on the ESG data collection journey?

    PANEL 2

    10:05 AM

    Speakers:

    • Moderator: Chandini Jain, Founder and CEO, Auquan
    • Jeff Cohen, Head of ESG & Sustainability, Oak Hill Advisors
    • Kim Erle, Global Head of ESG, H.I.G. Capital
    • Priya Prasad Bowe, Head of ESG, Oaktree
    • Avantika Saisekar, MD & Head of Sustainable Investing Group, Wafra

    10:50 AM

    COFFEE BREAK

    Real value: ESG as a lever for return

    PANEL 3

    11:30 AM

    • What are the biggest opportunities for ESG-driven value creation
    • A look at some examples and success stories
    • Understanding the corelation between ESG performance and financial return
    • What remains the biggest challenge here?

    Speakers:

    • Moderator: Allison Spector, Head of ESG, One Rock Capital Partners
    • Angela Jhanji, Managing Director, EQT Partners
    • Pamela Kauppila, Director, ESG Engagement, New Mountain Capital
    • Kevin Smith, Director, Head of ESG, American Securities

    The S in ESG: Making strides in measurement

    FIRESIDE CHAT

    12:10 PM

    Speaker:

    • Marianne Voss, Managing Director & Chief ESG Officer, Webster Equity Partners
    • Ashley McNamee, Partner, Responsible Investment, Revelstoke Capital Partners

    Regulatory focus: Where we are, and what comes next?

    PANEL 4

    12:25 PM

    • Have firms come to terms with SFDR?
    • How does the US regulatory landscape compare?
    • What more do we need to drive change?
    • What is the next big regulatory development on the horizon?

    Speakers:

    • Moderator: Elizabeth Bowen, Director of Sustainability, Asana Partners
    • Judy Cotte, Managing Director & Head of ESG, Onex
    • Alison Fenton-Willock, Director, Sustainable Investing, KKR
    • Valerie Zona, Director of ESG, ArcLight Capital

    1:00 PM

    LUNCH

    • What are the trends emerging in the biodiversity space?
    • Where are the biggest opportunities for investors?
    • What remain the key challenges to overcome in the space?

    ROUNDTABLE ROUND 1

    2:00 PM

    Roundtable A | Flavour of the week: Biodiversity

    Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the afternoon roundtables from the below:

    Speaker:

    • Will Relle, ESG Director, HarbourVest Partners

    Roundtable B | Middle ground: Aligning GP-LP frameworks

    • What are the most common ESG frameworks for institutional investors?
    • How do these differ across other LP types?
    • What are GPs doing to align with these frameworks?

    Speakers:

    • Michelle Faurot, Head of ESG, Centerbridge
    • Derek Leo, General Counsel & Chief Compliance Officer,Blue Torch Capital

    Roundtable C | Spotlight: Credit and ESG

    • How is ESG evolving in the rapidly expanding private credit market?
    • How does this compare with PE and other asset classes?
    • Where is the room for improvement?

    Speakers:

    • Patrick Crowley, Head of Product, Investors, Novata
    • Adi Herzberg, Managing Director, Head of Responsible Investing, Golub Capital
    • Mickey Weatherston, Managing Director, Head of Responsible Investing, Churchill Asset Management

    Roundtable D | Spotlight: Tech and ESG

    • At the firm level, a look at tech that can help monitor ESG performance
    • At the portfolio level, a look at climate tech and other innovative solutions
    • How do AI and ESG interact?

    Speaker:

    • Billy Cotter, Head of ESG and Solution Specialists, Dasseti
    • Al Puchala, CEO, CapZone Impact Investments

    The second iteration of the above roundtables.

    ROUNDTABLE ROUND 2

    2:45 PM

    Roundtable A | Flavour of the week: Biodiversity

    Roundtable B | Middle ground: Aligning GP-LP frameworks

    Roundtable C | Spotlight: Credit and ESG

    Roundtable D | Spotlight: Tech and ESG

    • Will Relle, ESG Director, HarbourVest Partners
    • Billy Cotter, Head of ESG and Solution Specialists, Dasseti
    • Al Puchala, CEO, CapZone Impact Investments
    • Patrick Crowley, Head of Product, Investors, Novata
    • Adi Herzberg, Managing Director, Head of Responsible Investing, Golub Capital
    • Mickey Weatherston, Managing Director, Head of Responsible Investing, Churchill Asset Management
    • Michelle Faurot, Director and Head of ESG, Centerbridge
    • Derek Leo, General Counsel & Chief Compliance Officer, Blue Torch Capital

    3:30 PM

    COFFEE BREAK

    FIRESIDE CHAT

    4:00 PM

    Renewables: Asset performance review and sectoral outlook

    • Renewables: Asset performance review and sectoral outlookIdentifying the key private equity opportunities in renewable investing.
    • Which sectors show the most promise and why?
    • Which are suffering from a comedown after being hyped up during the post-pandemic/SPAC era high?
    • Impact of US election - where will renewable sectors go?
    • Investor sentiment - getting LP backing to invest in renewables, are they still onboard?
    • Where renewables intersect with the world of ESG

    Speakers:

    • Moderator: Will Wainewright, Head of Hedge Fund Research, HedgeWeek
    • Alfredo Marti, Co-Founder, Sandbrook Capital

    FIRESIDE CHAT

    4:15 PM

    Net zero: Tracking progress in decarbonisation

    Speaker:

    • Moderator: Mike Wise, Vice President, S2G Ventures
    • Megan Hays, Managing Director and Head of Sustainable Investment and Engagement, Kimmeridge
    • Understanding the stigma around ESG and sustainability
    • Navigating ESG investing in an era of polarisation
    • Identifying institutions with an ESG-focused ethos
    • Mapping ESG sentiment across domestic and international jurisdictions

    ESG narratives: The search for much-needed nuance

    PANEL 5

    4:30 PM

    • Moderator: Barrett Lawson, Director, Anthesis
    • Tulsi Byrne, Director of ESG, Francisco Partners
    • Sanaz Raczynski, Head of Sustainability, Kohlberg & Company

    Speakers:

    5:00 PM

    NETWORKING RECEPTION

    Connect with peers from around the industry over a glass of wine

    6:00 PM

    EVENT CLOSES

    All Summits and Webinars are CPD accredited, so you can learn, network and develop new skills.

    Find out more about The CPD Certification here: https://cpduk.co.uk/

    Elizabeth Bowen

    Director of Sustainability at Asana Partners

    Read more

    Priya Prasad Bowe

    Managing Director and Head of ESG at Oaktree Capital Management

    Read more

    Tulsi Byrne

    Director of ESG at Francisco Partners

    Read more

    Head of Product, Investors at Novata

    Read more

    Patrick Crowley

    Jeff Cohen

    Head of ESG & Sustainability at Oak Hill Advisors

    Read more

    Judy Cotte

    Managing Director & Head of ESG at Onex

    Read more

    Head of ESG and Solution Specialists at Dasetti

    Read more

    Billy Cotter

    Global Head of ESG at

    H.I.G. Capital

    Read more

    Kim Erle

    Head of ESG at Centerbridge

    Read more

    Michelle Faurot

    Alison Fenton-Willock

    Director, Sustainable Investing at KKR

    Read more

    Managing Partner at Stafford Capital Partners

    Read more

    Rick Fratus

    President & Chief Executive Officer at MSF Capital Advisors

    Read more

    Michael Felman

    Madeleine Gee

    Portfolio Manager - Global Private Equity at APG - Asset Management

    Read more

    Managing Director, Head of Responsible Investing at Golub Capital

    Read more

    Managing Director and Head of Sustainable Investment and Engagement at Kimmeridge

    Read more

    Adi Herzberg

    Megan Hays

    Founder and CEO at Auquan

    Read more

    Chandini Jain

    Pamela Kauppila

    Angela Jhanji

    Director, ESG Engagement at New Mountain Capital

    Read more

    Managing Director at EQT Partners

    Read more

    Barrett Lawson

    Director at Anthesis

    Read more

    Derek Leo

    Alfredo Marti

    General Counsel & Chief Compliance Officer at Blue Torch Capital

    Read more

    Co-Founder at Sandbrook Capital

    Read more

    Ashley McNamee

    Partner, Responsible Investment at Revelstoke Capital Partners

    Read more

    CEO at CapZone Impact Investments LLC

    Read more

    Al Puchala

    Head of Metrics & Regulation at Novata

    Read more

    Dr. Caitlin Pentifallo

    Sanaz Raczynski

    Head of Sustainability at Kohlberg & Company

    Read more

    Avantika Saisekar

    Will Relle

    MD & Head of Sustainable Investing Group at Wafra

    Read more

    ESG Director at HarbourVest Partners

    Read more

    Managing Partner, Head of Inclusive Growth Strategy at Goldman Sachs

    Greg Shell

    Allison Spector

    Kevin Smith

    Head of ESG at One Rock Capital Partners

    Read more

    Director, Head of ESG at American Securities

    Read more

    Chief Investment Officer, Global Private Equity at Aurivos

    Read more

    Dail St. Claire

    Will Wainewright

    Marianne Voss

    Head of Hedge Fund Research at Hedgweek

    Managing Director & Chief ESG Officer at Webster Equity Partners

    Read more

    Managing Director, Head of Responsible Investing at Churchill Asset Management

    Read more

    Mickey Weatherston

    Director of ESG at ArcLight Capital

    Read more

    Valerie Zona

    Vice President at S2G Ventures

    Read more

    Mike Wise

    SPEAKING OPPORTUNITIES

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    Electronic Devices

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    Thank you to everyone who joined us!

    See you next year!

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    US ESG SUMMIT

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    • 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

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