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

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

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

#PEWESGSummit

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.

SUMMIT AGENDA

ARRIVAL AND REGISTRATION

PLENARY SESSION

CO-LOCATED WITH THE LEADERSHIP SUMMIT

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

• Rick Fratus, Managing Partner, Stafford Capital Partners
• Greg Shell, Managing Partner, Head of Inclusive Growth Strategy, Goldman Sachs

Speakers:

US ESG SUMMIT AGENDA

ESG SUMMIT WELCOME ADDRESS

New expectations: Unpacking the findings of our ESG investor survey

FIRESIDE CHAT

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

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

COFFEE BREAK

Real value: ESG as a lever for return

PANEL 3

• 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:

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

The S in ESG: Making strides in measurement

FIRESIDE CHAT

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

• 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

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

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

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

COFFEE BREAK

FIRESIDE CHAT

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

Speaker:

• Alfredo Marti, Co-Founder, Sandbrook Capital

FIRESIDE CHAT

Net zero: Tracking progress in decarbonisation

Speaker:

• 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

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

Speakers:

NETWORKING RECEPTION

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

EVENT CLOSES

Elizabeth Bowen

Director of Sustainability at Asana Partners

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Priya Prasad Bowe

Managing Director and Head of ESG at Oaktree Capital Management

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Tulsi Byrne

Director of ESG at Francisco Partners

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Head of Product, Investors at Novata

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Patrick Crowley

Jeff Cohen

Head of ESG & Sustainability at Oak Hill Advisors

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Judy Cotte

Managing Director & Head of ESG at Onex

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Head of ESG and Solution Specialists at Dasetti

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Billy Cotter

Global Head of ESG at

H.I.G. Capital

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Kim Erle

Head of ESG at Centerbridge

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Michelle Faurot

Alison Fenton-Willock

Director, Sustainable Investing at KKR

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Managing Partner at Stafford Capital Partners

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Rick Fratus

President & Chief Executive Officer at MSF Capital Advisors

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Michael Felman

Megan Hays

Managing Director and Head of Sustainable Investment and Engagement at Kimmeridge

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Founder and CEO at Auquan

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Chandini Jain

Managing Director, Head of Responsible Investing at Golub Capital

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Adi Herzberg

Managing Director at EQT Partners

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Angela Jhanji

Pamela Kauppila

Director, ESG Engagement at New Mountain Capital

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Barrett Lawson

Director at Anthesis

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General Counsel & Chief Compliance Officer at Blue Torch Capital

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Derek Leo

Alfredo Marti

Ashley McNamee

Partner, Responsible Investment at Revelstoke Capital Partners

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Co-Founder at Sandbrook Capital

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CEO at CapZone Impact Investments LLC

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Al Puchala

Sanaz Raczynski

Head of Sustainability at Kohlberg & Company

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Head of Metrics & Regulation at Novata

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Dr. Caitlin Pentifallo

Avantika Saisekar

MD & Head of Sustainable Investing Group at Wafra

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Will Relle

ESG Director at HarbourVest Partners

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Managing Partner, Head of Inclusive Growth Strategy at Goldman Sachs

Greg Shell

Allison Spector

Head of ESG at One Rock Capital Partners

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Director, Head of ESG at American Securities

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Kevin Smith

Chief Investment Officer, Global Private Equity at Aurivos

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Dail St. Claire

Will Wainewright

Head of Hedge Fund Research at Hedgweek

Managing Director & Chief ESG Officer at Webster Equity Partners

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Marianne Voss

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

Contact Us

Sean Sutton

Head of Marketing

sean.sutton@globalfundmedia.com

Carly McGowan

Senior Event Manager

carly.mcgowan@globalfundmedia.com

Victor Benson

Commercial Director

victor.benson@globalfundmedia.com

Do you have any questions? Our team are here to help.

116 Pall Mall

Address: 116 Pall Mall, St. James's, London SW1Y 5ED

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Venue Requirements

Dress Code

Please note the dress code for this event is business casual.

Electronic Devices

We kindly ask attendees to please keep electronic devices on silent during panels and roundtables.

APPLY TO ATTEND THE PRIVATE EQUITY WIRE

US ESG SUMMIT

Please note that registration for this summit is only open to senior executives at fund managers and investors. If you are a service provider and would like to attend, please get in touch with us via the sponsor enquiries form, or on sales@privateequitywire.co.uk.

Registering for this event also grants you access to the Private Equity Wire US Leadership Summit.

PART OF THE US LEADERSHIP SUMMIT