Fusing responsible investing with innovation

The Responsible Investment Forum series brings together institutional investors, fund managers and highly recognized thought leaders. Providing an opportunity to discuss developing sustainable investment strategies that can enhance returns.

From pioneering climate tech startups to revolutionary AI-driven solutions, our discussions will uncover the latest trends and insights shaping the future of responsible investing on the dynamic West Coast. The Forum will explore topics including the impact of sustainability considerations on investor allocations, the evolution of US private funds in addressing sustainability in their portfolios, Scope 3 and California State, a deep dive into impact investing and much more.

Don’t miss your chance to connect with industry leaders, fund managers, and visionary thought leaders from across North America at this unique event.

Attending investors include

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2024 Key Themes

  • Investor allocations and perspectives

  • The role of AI in ESG monitoring processes

  • Clean tech

  • Building a coherent plan for biodiversity

  • Scope 3 emissions California law

2024 Speakers Include:

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Leading the way in responsible investment practices

Exceptional event content

Gain the latest insights and best practice from industry experts to transform your responsible investment strategies for the opportunities and challenges ahead.

Unparalleled Networking 

Collaborate with your peers and benchmark your progress. Network during breaks, interactive working sessions, and invite-only breakfasts.

Meet Leading Investors

Secure your next investment from leading institutional and private investors. Previous attendees include CalSTRS, Canadian Union of Public Employees, NYC Comptroller, HOOPP, United Church Funds and many more.

Interested in sponsoring Responsible Investment Forum?

Shake hands with prominent global institutional investors, fund managers, consultants, and highly recognised associations to build effective ESG strategies focused on value creation and ROI.

3 global opportunities to:

• Raise your visibility as a figurehead in a crowded ESG market and align your brand with PEI’s global and diverse event portfolio.
• Differentiate your brand and stand out from your competitors by collaborating as a thought leader across leading global ESG events in private equity, infrastructure, and private debt.
Raise your reputation as an expert in ESG amongst existing and future clients.
Get ahead of ESG and impact fund regulations and be the go to provider in industry developments setting you apart from your competitors.

Get in touch with us today and let us put your company at the forefront of the industry.

 

Enquire about sponsorship

Are you an institutional investor?

A limited number of complimentary passes are available for eligible  institutional investors to join the event.

Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

Apply for a pass and a member of our team will be in touch to confirm your eligibility.

 

Apply now

Testimonials

“I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as we…

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“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…

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“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. T…

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Connect with global investors focused on the future of the market

Position your business with an authoritative content-led event portfolio focused on ESG & diversity and be recognised as a go-to solution provider for senior private markets professionals and institutional investors.

Don’t miss the opportunity to:

  • Shake hands with prominent fund managers, global institutional investors, and highly recognised associations to discuss your effective ESG strategies focused on value creation and ROI.
  • Stand tall from your competitors by showcasing your company’s ESG and sustainability solutions and your industry expertise with thought leadership opportunities on the event program.
  • Discover brand opportunities to position your services and solutions to a global ESG community.

For more information on available sponsorship opportunities please fill in the enquiry form or contact Tyler Mitchell at tyler.m@pei.group or call +1 646 795 3279.

Enquire about sponsorship

Pre-Event Resources

2024 Agenda

The Responsible Investment Forum: West will take place on September 4-5 2024 at Crowne Plaza, Palo Alto.

For agenda information or to inquire about speaking opportunities, please contact Kitty Watson at kitty.w@pei.group

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Day 1 Day 2
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Agenda

Day 1 - Wednesday 4th

Breakfast
08:00 - 09:00

Developing an ESG Contract Toolkit – Breakfast Workshop

Mary Beth Houlihan, Jennie Morawetz
  • Explore some of the drivers for ESG contract uplift (e.g., commitments, regulation, risk mitigation), and provide an overview of different contract tools (e.g., reps and warranties, covenants, indemnities, information rights)
  • Share experiences on integrating ESG into different types of contracts, including challenges and strategies for overcoming those challenges
  • Discover how sponsors can identify key contracts with respect to both investments and portfolio companies, and then develop a set of tools that can be deployed by sponsor and portfolio company personnel

Moderators:
Mary Beth Houlihan, Partner, Kirkland & Ellis
Jennie Morawetz, Partner, ESG & Strategy, Kirkland & Ellis

A speaker photo for Mary Beth Houlihan

Mary Beth Houlihan

Partner, Kirkland & Ellis

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A speaker photo for Jennie Morawetz

Jennie Morawetz

Partner, ESG & Impact, Kirkland & Ellis

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Plenary
09:00 - 09:05

Chairperson’s opening remarks

09:05 - 09:45

Allocators Panel: To what extent are sustainability considerations impacting investor allocations

Snehal Shah, Lara Banks, Kunal Doshi, Katie Fackler, Bruce Hao, Mandira Reddy
  • Investigating emerging areas LPs are focusing on when evaluating fund managers
  • Are investors concerned that the weight of data requests are impossible for smaller funds to handle?
  • LP views on the effectiveness of ESG strategies in driving long-term value and mitigating risks
  • Engaging with third party data providers on data requests

Moderator:
Snehal Shah, Senior Reporter, New Private Markets 

Speakers:
Lara Banks, Managing Director, Makena Capital Management
Kunal Doshi, Chief Investment Officer, Accelerate Investment Group
Katie Fackler, Associate Portfolio Manager, CalSTRS
Bruce Hao, Managing Director, Builders Vision
Mandira Reddy, Director, Capricorn Investment Group

A speaker photo for Snehal Shah

Snehal Shah

Reporter, New Private Markets, PEI Media

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A speaker photo for Lara Banks

Lara Banks

Managing Director and Co-Head of Private Equity, Makena Capital

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A speaker photo for Kunal Doshi

Kunal Doshi

Chief Investment Officer, Accelerate Investment Group

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A speaker photo for Katie Fackler

Katie Fackler

Associate Portfolio Manager, CalSTRS

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A speaker photo for Bruce Hao

Bruce Hao

Managing Director, Builders Asset Management, Builders Vision

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A speaker photo for Mandira Reddy

Mandira Reddy

Director, Capricorn Investment Group

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09:45 - 10:10

Fireside chat: Why the integration of sustainability is crucial from an investment standpoint

Karl Eidem, Anna Follér
  • Why integrating sustainability in private equity investments is critical
  • Concrete examples of successful integration of sustainability in PE
  • Active and practical collaboration between investment professionals and sustainability professionals

Speakers:
Karl Eidmem, Head of Buyout, AP6
Anna Foller, Head of Sustainability, AP6

A speaker photo for Karl Eidem

Karl Eidem

Head of Buyout, AP6

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A speaker photo for Anna Follér

Anna Follér

Head of Sustainability, The Sixth National Pension Fund (AP6)

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10:10 - 10:50

The evolution of US private funds in addressing sustainability within their portfolios

Verity Chegar, Jeffrey Cohen, Jacob Haar, Matt Kaczmarek, Rhys Marsh, Brook Porter
  • Feast or famine – does impact / sustainability intentionality drive or constrain investible opportunity set?
  • How do large investors view the sustainable investing across asset classes?
  • Has the ESG ‘backlash’ had any impact on private funds’ approach to sustainability?
  • How do current policies such as the IRA enhance or constrain technology risk appetite within sustainability-focused portfolios?

Moderator:
Verity Chegar, Board Member, International Sustainability Standards Board, IFRS Foundation

Speakers:
Jeff Cohen, Managing Director, Head of ESG & Sustainability, Oak Hill Advisors
Jacob Haar, Managing Partner, Community Investment Management
Matt Kaczmarek, Managing Director, Blackrock
Rhys Marsh, Portfolio Manager, LOIM Sustainable Private Credit
Brook Porter, Partner, G2 Venture Partners

A speaker photo for Verity Chegar

Verity Chegar

Board Member, International Sustainability Standards Board, IFRS Foundation

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A speaker photo for Jeffrey Cohen

Jeffrey Cohen

Managing Director, Head of ESG and Sustainability, Oak Hill Advisors

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A speaker photo for Jacob Haar

Jacob Haar

Managing Partner, Community Investment Management (CIM)

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A speaker photo for Matt Kaczmarek

Matt Kaczmarek

Managing Director, Blackrock

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A speaker photo for Rhys Marsh

Rhys Marsh

Portfolio Manager, Lombard Odier Asset Management

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A speaker photo for Brook Porter

Brook Porter

Partner, G2 Venture Partners

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10:50 - 11:05

Coffee & Networking

Plenary
11:05 - 11:40

Scope 3 & California State – Strategies for reduction and compliance

Snehal Shah, Teresa Yu, Tom Soto, Adrienne Lindgren, Amanda Chang
  • Exploring the current policies and regulations and how they drive positive change towards a more sustainable future
  • How portcos are effectively measuring, managing and reducing their Scope 3 emissions
  • Exploring methods to implement transparency and accountability in disclosing Scope 3 emissions
  • What the Scope 3 Emissions California Law means for the rest of the US

Moderator: Snehal Shah, Senior Reporter, New Private Markets

Speakers:
Teresa Yu, ESG Product and Research, Novata
Tom Soto, Founder and Managing Partner, Latimer Partners
Adrienne Lindgren, Senior Vice President, Los Angeles Cleantech Incubator
Amanda Chang, Senior Associate, ESG, Kohlberg & Company

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for Teresa Yu

Teresa Yu

ESG Product and Research, Novata

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A speaker photo for Tom Soto

Tom Soto

Founder and Managing Partner, Latimer Partners, LLC

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A speaker photo for Adrienne Lindgren

Adrienne Lindgren

Senior Vice President, Los Angeles Cleantech Incubator

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A speaker photo for Amanda Chang

Amanda Chang

Senior Associate, ESG, Kohlberg & Company

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11:40 - 12:20

The integration of ESG into value creation plans

Michael Littenberg, Johan Nordenson, Jessica Huang, Jennifer Flood, Angela Jhanji
  • How tech-driven solutions can drive value creation
  • Balancing the long-term positive impact from sustainability initiatives when the benefits may be realised by subsequent owners
  • Employing data-driven methodologies to move beyond anecdotal evidence, effectively demonstrating value and measuring outcomes of ESG initiatives
  • Exploring the collaboration between the sustainability function, fund stakeholders and portfolio companies

Moderator:
Michael Littenberg, Partner, Ropes & Gray

Speakers:
Johan Nordenson, ESG Operating Partner, Altamont Capital Partners
Jessica Huang, Private Equity, ESG, Ares
Jennifer Flood, Sustainability, Head of North America, Investindustrial
Angela Jhanji, Managing Director, Sustainability – Private Capital, EQT Partners  

A speaker photo for Michael Littenberg

Michael Littenberg

Partner, Ropes and Gray

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A speaker photo for Johan  Nordenson

Johan Nordenson

ESG Operating Partner, Altamont Capital Partners

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A speaker photo for Jessica Huang

Jessica Huang

Private Equity ESG Lead. Ares

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A speaker photo for Jennifer  Flood

Jennifer Flood

Sustainability, Head of North America, Investindustrial

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A speaker photo for Angela Jhanji

Angela Jhanji

Managing Director, EQT Partners

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12:20 - 13:00

Portfolio company perspectives on sustainability and ESG performance improvement

Erica Rivera, Amy Bevilacqua, Elizabeth Crowe, Cynthia Jaggi
  • How are portfolio companies balancing the expectations of their PE sponsors with their other stakeholders?
  • Investigating the collaborative strategies employed by portfolio companies in partnership with their investors.
  • What are the key ESG focus areas to improve performance and create real business value?
  • Case studies of PE firms working effectively with portfolio companies

Moderator:
Erica Rivera, Managing Partner, Crenshaw Associates

Speakers:
Amy Bevilacqua, Managing Partner, Green Street Impact Partners
Elizabeth Crowe, Vice President, Operations, Angeles Equity Partners
Cynthia Jaggi, Partner, Climate Adaptive Infrastructure

A speaker photo for Erica Rivera

Erica Rivera

Managing Partner, Crenshaw Associates

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A speaker photo for Amy Bevilacqua

Amy Bevilacqua

Managing Partner, Green Street Impact Partners

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A speaker photo for Elizabeth Crowe

Elizabeth Crowe

Vice President of Operations, Angeles Equity Partners

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A speaker photo for Cynthia Jaggi

Cynthia Jaggi

Partner, Climate Adaptive Infrastructure

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13:00 - 14:00

Lunch

Stream A: Sustainability and Impact
14:00 - 14:40

A deep dive into impact investing

Tom Jorgensen, Christina Anzel, Amy Francetic, Deborah La Franchi, Danielle Reed
  • As ‘impact hushing’ becomes a wider phenomenon, is the impact label a good thing for fundraising at present?
  • Is the age of the generalist impact investor over, and the future in thematic and specialist managers?
  • What is the breakdown of venture, growth and buyout strategies from impact-orientated managers?

Moderator:
Tom Jorgensen, Managing Director, North Sky Capital

Speakers:
Christina Anzel, Director, Generation Investment Management
Amy Francetic, Managing General Partner, Co-Founder, Buoyant Ventures
Deborah La Franchi, President, SDS Capital Group
Danielle Reed, Managing Director, Builders Vision

A speaker photo for Tom Jorgensen

Tom Jorgensen

Managing Director, North Sky Capital

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A speaker photo for Christina  Anzel

Christina Anzel

Director, Generation Investment Management

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A speaker photo for Amy Francetic

Amy Francetic

Managing General Partner, Co-Founder, Buoyant Ventures

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A speaker photo for Deborah La Franchi

Deborah La Franchi

Founder & CEO, SDS Capital Group

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A speaker photo for Danielle Reed

Danielle Reed

Managing Director, Builders Initiative, Builders Vision

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14:40 - 15:15

Transition investing and technology: marrying returns, impact and scale

Simone Balch, Daryl Kennedy, Pat Burtis, Brian Wayne
  • What are the megatrends in sustainability investing that are prudent to align investments with?
  • Which technologies and innovations will be driving the creation of financial value and returns in the coming decade?
  • How are investors in decarbonisation and climate thinking about scalability of their impact?

Moderator: Simone Balch, Chief Growth Officer, Sonen Capital

Speakers:
Daryl Kennedy, Vice President, IPI Partners
Pat Burtis, Partner, Amadeus Capital
Brian Wayne, Managing Partner and Co-Founder, CurvePoint Capital

A speaker photo for Simone  Balch

Simone Balch

Chief Growth Officer, Sonen Capital

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A speaker photo for Daryl Kennedy

Daryl Kennedy

Vice President, ESG, IPI Partners 

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A speaker photo for Pat Burtis

Pat Burtis

Partner, Amadeus Capital Partners

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A speaker photo for Brian Wayne

Brian Wayne

Managing Partner & Co-Founder, CurvePoint Capital

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15:15 - 15:45

Coffee & Networking

15:45 - 16:30

Addressing the G in ESG

Bill Glenn, Charles Buck, Jesse Audet, Shaun Chaudhuri
  • Highlighting governance practises that focus on ethical decision making, transparency and accountability
  • Examining the integration of governance principles to ensure responsible management of environmental and social risks
  • The importance of board oversight in setting and implementing ethical guidelines, risk management strategies and accountability frameworks related to data governance and privacy

Moderator:
Bill Glenn, Executive Chairman, Crenshaw Associates

Speakers:
Charles Buck, President and CEO, United Church Funds
Jesse Audet, Director, Sustainable Investing, KKR
Shaun Chaudhuri, Principal, The Westly Group

A speaker photo for Bill Glenn

Bill Glenn

Executive Chairman, Crenshaw Associates

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A speaker photo for Charles Buck

Charles Buck

President and CEO, United Church Funds

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A speaker photo for Jesse Audet

Jesse Audet

Director, Sustainable Investing, KKR

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A speaker photo for Shaun Chaudhuri

Shaun Chaudhuri

Principal, Responsible Investment, The Westly Group

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16:30 - 17:15

Interactive Workshop Navigating the maze of ESG regulations

Alison Fenton-Willock , Isela Rosales, Mark Green, Emily Pierce
  • Exploring the methodologies and criteria used to evaluate sustainability labelling and ESG risks
  • Discussing the implications for investors and how to incorporate sustainable regulations into their investment strategies
  • Comparing the challenges and opportunities of the different reporting frameworks and standards and how they contribute to market transparency, investor confidence and risk management

Moderator: Alison Fenton-Willock, Director, Sustainable Investing, KKR

Speakers:
Isela Rosales, Managing Director, Global Head of Sustainability & Responsibility, Bridge Investment Group
Mark Green, Senior Responsible Investment Manager, UNPRI
Emily Pierce, Chief Global Policy Officer and Associate General Counsel, Persefoni

A speaker photo for Alison Fenton-Willock

Alison Fenton-Willock

Director, Sustainable Investing, KKR

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A speaker photo for Isela  Rosales

Isela Rosales

Managing Director, Head of ESG and Sustainability, Bridge Investment Group

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A speaker photo for Mark Green

Mark Green

Senior Responsible Investment Manager, UNPRI

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A speaker photo for Emily Pierce

Emily Pierce

Chief Global Policy Officer & Associate General Counsel, Persefoni

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Stream B: Innovative Strategies
14:00 - 14:40

Adjusting to growing interest in climate adaptation

Nitesh Dullabh, Chase Seklar, Daniel Matross, Katherine Short
  • Where are investment opportunities in climate adaptation?
  • Examining the technologies capturing investor interest in climate adaptation
  • To what extent do climate adaptation measures address the evolving challenges posed to the environment

Moderator: Nitesh Dullabh, Chief Executive Officer, 2POD Ventures

Speakers:
Chase Seklar, Growth Investor, Advaita Capital
Daniel  Matross, Global Head of Research, CREO
Katherine Short, Associate Director, Sustainable Investing, OMERS

A speaker photo for Nitesh Dullabh

Nitesh Dullabh

CEO & Founder, 2POD Ventures

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A speaker photo for Chase Seklar

Chase Seklar

Growth Investor, Advaita Capital

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A speaker photo for Daniel Matross

Daniel Matross

Global Head of Research, CREO

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A speaker photo for Katherine Short

Katherine Short

Associate Director, Sustainable Investing, OMERS

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14:40 - 15:15

The Grid’s role in having a sustainable energy balance

Shomik Dutta, Michael Huerta, Peter Nulsen, Colin Kim
  • How strategies to balance the grid meet fluctuating energy demands
  • The role energy storage technologies (such as batteries and pumped hydro storage) play to store renewable energy during periods of low demand and improve grid reliability
  • Evaluating risk and return profiles associated with Grid investments

Moderator: Shomik Dutta, Co-Founder and Managing Partner, Overture

Speakers:
Michael Huerta, CEO & Co-Founder, PearlX Infrastructure
Peter Nulsen, Managing Director, Generate Capital
Colin Kim, Director, Temasek

A speaker photo for Shomik Dutta

Shomik Dutta

Co-Founder and Managing Partner, Overture Climate VC

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A speaker photo for Michael Huerta

Michael Huerta

CEO & Founder, PearlX

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A speaker photo for Peter  Nulsen

Peter Nulsen

Managing Director, Generate Capital

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A speaker photo for Colin Kim

Colin Kim

Director, Investment (Americas-San Francisco), Temasek

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15:15 - 15:45

Coffee & Networking

15:45 - 16:30

How to Turn Carbon Reporting Into Business Impact: Beat Practices for Engaging Portfolio Companies in Cost-Effective Energy Action

Akshai Baskaran
  • Learn how to accelerate portfolio carbon reporting and decarbonization by engaging portfolio companies through innovative strategies
  • Discuss how to convert carbon data into a blueprint for decarbonization and cost reduction, utilizing technology and analytics
  • Breakdown successful transitions from carbon reporting to implementing energy projects that reduce costs for PE firms and portfolio companies
  • Share cost-effective decarbonization strategies in mature investments, emphasizing technology-enhanced collaboration

Speaker:
Akshai Baskaran, VP of Decarbonization,  Gravity

A speaker photo for Akshai Baskaran

Akshai Baskaran

VP of Energy and Decarbonization, Gravity

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16:30 - 17:15

Tech & Innovations Showcase

Wajiha Tahir, Dan McCann, Shannon Miller, Val Miftakhov

This unique session will highlight innovations with the potential to accelerate global decarbonization and halt climate change. Former winners of the prestigious BNEF Pioneers program will present on how their technology can be part of the solution. The audience will have the chance to quiz the presenters, and vote on which technology they would be most like to invest in.

Moderator: Wajiha Tahir, Account Manager, BloombergNEF

Speakers:
Dan McCann, CEO and Founder, Precision AI
Shannon Miller, CEO & Founder, Mainspring Energy
Val Miftakhov, Founder and CEO, ZeroAvia

 

 

A speaker photo for Wajiha Tahir

Wajiha Tahir

BNEF Account Manager, BloombergNEF

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A speaker photo for Dan McCann

Dan McCann

CEO and Founder, Precision AI

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A speaker photo for Shannon Miller

Shannon Miller

CEO & Founder, Mainspring Energy

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A speaker photo for Val Miftakhov

Val Miftakhov

Founder & Chief Executive Officer, ZeroAvia

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Close of conference
17:15 - 18:15

Cocktail Reception

Agenda

Day 2 - Thursday 5th

Breakfast
08:00 - 08:50

Invitation only Breakfast Briefings for LPs and GPs

Plenary
09:00 - 09:45

Sustainability excellence presentations

Ashim Paun, Angela Jhanji, Matt Kaczmarek

Three fund managers will present innovative strategies that they use within their portfolios to address sustainability and drive value creation

  • Ashim Paun, Head of Sustainable Investing, Triton Partners
  • Angela Jhanji, Managing Director, Sustainability – Private Capital, EQT Partners
  • Matt Kaczmarek, Managing Director, Blackrock
A speaker photo for Ashim Paun

Ashim Paun

Head of Sustainable Investing, Triton Partners

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A speaker photo for Angela Jhanji

Angela Jhanji

Managing Director, EQT Partners

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A speaker photo for Matt Kaczmarek

Matt Kaczmarek

Managing Director, Blackrock

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09:45 - 10:20

Ethical AI – Navigating the intersection of technology and morality

Stephanie Seale, Peter Dunbar, Zomo Fisher, Christopher Kauffman, Dr. Mohammad Rasouli
  • What do tech ethics look like from an AI perspective?
  • Navigating the regulatory landscape on how to integrate AI into ESG monitoring processes
  • Mitigating the social risks of integrating AI and the importance of “responsible information”
  • Establishing the need for frameworks and common standards on AI ethics to ensure responsible development, deployment and use of artificial intelligence technologies

Moderator: Stephanie Seale, Advisor, UN Human Rights

Speakers:
Peter Dunbar, Principal, Responsible Investment, StepStone Group
Zomo Fisher, Head of Sustainability & ESG, Hellman & Friedman
Christopher Kauffman, Partner, General Catalyst
Mohammad Rasouli, AI Expert for Investment, Stanford University

 

A speaker photo for Stephanie Seale

Stephanie Seale

Advisor, UN Human Rights

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A speaker photo for Peter Dunbar

Peter Dunbar

Principal – Responsible Investment, StepStone Group

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A speaker photo for Zomo Fisher

Zomo Fisher

Head of Sustainability and ESG, Hellman and Friedman

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A speaker photo for Christopher Kauffman

Christopher Kauffman

Partner, ESG & Impact, General Catalyst

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A speaker photo for Dr. Mohammad  Rasouli

Dr. Mohammad Rasouli

AI Expert for Investment, Stanford University

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10:20 - 11:00

Navigating the Future: Exploring the impact of climate regulations

Abbey Raish, David Hood, Katherine Short, Nicole Systrom
  • Reviewing the CSRD and US SEC’s climate related disclosure requirements
  • Analysing the importance of transparency and accountability in addressing climate risks
  • Dissecting the implications of the regulations on investors in relation to climate reporting
  • Practical guidance for compliance with the regulations on climate disclosure

Moderator:
Abbey Raish, Partner, ESG & Impact, Kirkland & Ellis

Speakers:
David Hood, Managing Director, Sonen Capital
Katherine Short, Associate Director, Sustainable Investing, OMERS
Nicole Systrom, Chief Impact Officer, Galvanize Climate Solutions

A speaker photo for Abbey Raish

Abbey Raish

Partner, ESG & Impact, Kirkland & Ellis

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A speaker photo for David Hood

David Hood

Managing Director, Sonen Capital

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A speaker photo for Katherine Short

Katherine Short

Associate Director, Sustainable Investing, OMERS

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A speaker photo for Nicole Systrom

Nicole Systrom

Chief Impact Officer, Galvanize Climate Solutions

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Break
11:00 - 11:30

Networking break

Plenary
11:30 - 12:10

Maximising value: ESG integration in exit strategies

Ashim Paun, Jill Brosig, Andy Caine, Lindsay Gibson, David Robb
  • Evaluating ESG performance and alignment with investor expectations prior to exit
  • Navigating the increasing complexity of balancing goals: growth, environmental sustainability, operational efficiency and social impact
  • Success stories: ESG metrics and reporting within an exit plan that demonstrated long-term sustainability and value creation

Moderator:
Ashim Paun, Head of Sustainable Investing, Triton Partners

Speakers:
Jill Brosig, Senior Managing Director, Chief Impact Officer, Harrison Street
Andy Caine, COO & Partner, Frazier Healthcare Partners
Lindsay Gibson, ESG Lead, North America, Permira
David Robb, Managing Director, Frontier Group

A speaker photo for Ashim Paun

Ashim Paun

Head of Sustainable Investing, Triton Partners

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A speaker photo for Jill Brosig

Jill Brosig

Senior Managing Director, Chief Impact Officer, Harrison Street

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A speaker photo for Andy Caine

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

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A speaker photo for Lindsay  Gibson

Lindsay Gibson

VP, US ESG Lead, Permira

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A speaker photo for David Robb

David Robb

Managing Director, Frontier Group

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12:10 - 12:50

Oxford style debate – This house believes ESG boosts returns in private equity

Mark Green, Jill Brosig, Snehal Shah

Moderator: Snehal Shah, Reporter, New Private Markets, PEI Media

Speakers:

  • For the motion: Jill Brosig, Senior Managing Director, Chief Impact Officer, Harrison Street
  • Against the motion: Mark Green, Senior Responsible Investment Manager, UNPRI
A speaker photo for Mark Green

Mark Green

Senior Responsible Investment Manager, UNPRI

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A speaker photo for Jill Brosig

Jill Brosig

Senior Managing Director, Chief Impact Officer, Harrison Street

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A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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Lunch
13:00 - 14:00

Interactive roundtable discussions over Lunch

Andy Caine, Jill Brosig, Stephanie Seale

A seated lunch enabling you to join a table of market participants with similar interests and expertise. Attendees will have a mix of tables to choose from, each table having a host to steer discussions.

  • Building a coherent plan for biodiversity
  • Using ESG in fundraising – Andy Caine, COO & Partner, Frazier Healthcare Partners
  • Working with portfolio companies – Jill Brosig, Senior Managing Director, Chief Impact Officer, Harrison Street
  • ESG in due diligence – Stephanie Seale, Advisor, UN Human Rights
  • The role of AI in responsible investing and value creation
A speaker photo for Andy Caine

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

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A speaker photo for Jill Brosig

Jill Brosig

Senior Managing Director, Chief Impact Officer, Harrison Street

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A speaker photo for Stephanie Seale

Stephanie Seale

Advisor, UN Human Rights

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Close
14:00 - 14:00

Close of conference

2024 Speakers

For agenda information or to inquire about speaking opportunities, please contact Kitty Watson at kitty.w@pei.group

View 2024 agenda

Christina Anzel

Director, Generation Investment Management

Jesse Audet

Director, Sustainable Investing, KKR

Simone Balch

Chief Growth Officer, Sonen Capital

Lara Banks

Managing Director and Co-Head of Private Equity, Makena Capital

Akshai Baskaran

VP of Energy and Decarbonization, Gravity

Amy Bevilacqua

Managing Partner, Green Street Impact Partners

Jill Brosig

Senior Managing Director, Chief Impact Officer, Harrison Street

Charles Buck

President and CEO, United Church Funds

Patrick Burtis

Partner, Amadeus Capital Partners

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

Amanda Chang

Senior Associate, ESG, Kohlberg & Company

Shaun Chaudhuri

Principal, Responsible Investment, The Westly Group

Verity Chegar

Board Member, International Sustainability Standards Board, IFRS Foundation

Jeffrey Cohen

Managing Director, Head of ESG and Sustainability, Oak Hill Advisors

Elizabeth Crowe

Vice President of Operations, Angeles Equity Partners

Kunal Doshi

Chief Investment Officer, Accelerate Investment Group

Nitesh Dullabh

CEO & Founder, 2POD Ventures

Peter Dunbar

Principal – Responsible Investment, StepStone Group

Shomik Dutta

Co-Founder and Managing Partner, Overture Climate VC

Karl Eidem

Head of Buyout, AP6

Saleh ElHattab

Founder and CEO, Gravity

Katie Fackler

Associate Portfolio Manager, CalSTRS

Alison Fenton-Willock

Director, Sustainable Investing, KKR

Zomo Fisher

Head of Sustainability, Hellman & Friedman

Jennifer Flood

Sustainability, Head of North America, Investindustrial

Anna Follér

Head of Sustainability, The Sixth National Pension Fund (AP6)

Amy Francetic

Managing General Partner, Co-Founder, Buoyant Ventures

Lindsay Gibson

VP, US ESG Lead, Permira

Bill Glenn

Executive Chairman, Crenshaw Associates

Mark Green

Senior Responsible Investment Manager, UNPRI

Jacob Haar

Managing Partner, Community Investment Management (CIM)

Bruce Hao

Managing Director, Builders Asset Management, Builders Vision

David Hood

Managing Director, Sonen Capital

Mary Beth Houlihan

Partner, Kirkland & Ellis

Jessica Huang

Private Equity ESG Lead. Ares

Michael Huerta

CEO & Founder, PearlX

Cynthia Jaggi

Partner, Climate Adaptive Infrastructure

Angela Jhanji

Managing Director, EQT Partners

Tom Jorgensen

Managing Director, North Sky Capital

Matt Kaczmarek

Managing Director, Blackrock

Christopher Kauffman

Partner, ESG & Impact, General Catalyst

Daryl Kennedy

Vice President, ESG, IPI Partners 

Colin Kim

Director, Investment (Americas-San Francisco), Temasek

Deborah La Franchi

Founder & CEO, SDS Capital Group

Adrienne Lindgren

Senior Vice President, Los Angeles Cleantech Incubator

Michael Littenberg

Partner, Ropes and Gray

Rhys Marsh

Portfolio Manager, Lombard Odier Asset Management

Daniel Matross

Global Head of Research, CREO

Dan McCann

CEO and Founder, Precision AI

Val Miftakhov

Founder & Chief Executive Officer, ZeroAvia

Shannon Miller

CEO & Founder, Mainspring Energy

Jennie Morawetz

Partner, ESG & Impact, Kirkland & Ellis

Johan Nordenson

ESG Operating Partner, Altamont Capital Partners

Peter Nulsen

Managing Director, Generate Capital

Ashim Paun

Head of Sustainable Investing, Triton Partners

Emily Pierce

Chief Global Policy Officer & Associate General Counsel, Persefoni

Brook Porter

Partner, G2 Venture Partners

Abbey Raish

Partner, ESG & Impact, Kirkland & Ellis

Dr. Mohammad Rasouli

AI Expert for Investment, Stanford University

Mandira Reddy

Director, Capricorn Investment Group

Danielle Reed

Managing Director, Builders Initiative, Builders Vision

Erica Rivera

Managing Partner, Crenshaw Associates

David Robb

Managing Director, Frontier Group

Isela Rosales

Managing Director, Head of ESG and Sustainability, Bridge Investment Group

Stephanie Seale

Advisor, UN Human Rights

Chase Seklar

Growth Investor, Advaita Capital

Snehal Shah

Reporter, New Private Markets, PEI Media

Katherine Short

Associate Director, Sustainable Investing, OMERS

Tom Soto

Founder and Managing Partner, Latimer Partners, LLC

Nicole Systrom

Chief Impact Officer, Galvanize Climate Solutions

Wajiha Tahir

BNEF Account Manager, BloombergNEF

Brian Wayne

Managing Partner & Co-Founder, CurvePoint Capital

Teresa Yu

ESG Product and Research, Novata

Institutional Investors at the Responsible Investment Forum: West 2024

The Responsible Investment Forum: West  provides a leading platform for institutional investors, and allocators investing in sustainable investment in private equity, to gather.

Join over 200 institutional investors and fund managers to debate the latest trends and key themes.

A limited number of complimentary passes are available for responsible investment LPs and institutional investors. Check out the benefits of joining the conference, who among your peers attends and find out how to apply for a complimentary pass for you or your team below.

Apply today

Day 1
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Agenda

Your investor highlights - Wednesday 4th

Day 1
09:05 - 09:45

Allocators Panel: To what extent are sustainability considerations impacting investor allocations

Lara Banks, Kunal Doshi, Katie Fackler, Bruce Hao, Mandira Reddy

– Investigating emerging areas LPs are focusing on when evaluating fund managers
– Are investors concerned that the weight of data requests are impossible for smaller funds to handle?
– LP views on the effectiveness of ESG strategies in driving long-term value and mitigating risks
– Engaging with third party data providers on data requests

A speaker photo for Lara Banks

Lara Banks

Managing Director and Co-Head of Private Equity, Makena Capital

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A speaker photo for Kunal Doshi

Kunal Doshi

Chief Investment Officer, Accelerate Investment Group

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A speaker photo for Katie Fackler

Katie Fackler

Associate Portfolio Manager, CalSTRS

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A speaker photo for Bruce Hao

Bruce Hao

Managing Director, Builders Asset Management, Builders Vision

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A speaker photo for Mandira Reddy

Mandira Reddy

Director, Capricorn Investment Group

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09:45 - 10:10

Fireside chat: Why the integration of sustainability is crucial from an investment standpoint

Karl Eidem, Anna Follér

– Why integrating sustainability in private equity investments is critical
– Concrete examples of successful integration of sustainability in PE
– Active and practical collaboration between investment professionals and sustainability professionals

A speaker photo for Karl Eidem

Karl Eidem

Head of Buyout, AP6

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A speaker photo for Anna Follér

Anna Follér

Head of Sustainability, The Sixth National Pension Fund (AP6)

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Hear from leading investors

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What to expect at the forum?

Meet with the best and biggest impact funds globally
Network and arrange one-to-one meetings with leading institutional investors and benchmark your progress. Previous attending investors include CalSTRS, Canadian Union of Public Employees, NYC Comptroller, Seattle City Employees Retirement System, United Church Funds and many more

Network with your peers and other institutional investors
Build your network, understand their strategies, challenges and allocation approach to responsible investment

Get insight on the latest innovations and trends in responsible investment
Take advantage of expert insights from our leading speakers to stay aligned with developments in the market

Apply for a complimentary Institutional Investor pass

A limited number of complimentary passes are available for responsible investment Forum LPs, allocators and institutional investors.

Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

Apply below and a member of our team will follow up with you to secure your pass.

Apply for a complimentary pass

Network with the North American responsible investment industry

In a brand new venue in Palo Alto, join 200+ attendees this September 4-5 to connect with institutional investors, fund managers, specialist responsible investment and impact managers, and the wider ESG community for two days of learning and networking. This is a must-attend event for those with an interest in ESG in private markets.

View latest attendee list

The in-person networking experience

Meet investors with a focus on ESG

Network with active investors in responsible investment. Benefit from our expansive North American investor community who will be in attendance throughout the Forum.

Make lasting connections

Connect with your peers ahead of the event by utilising the event app. Arrange meetings ahead of time or connect during a range of interactive workshops, networking breaks, an evening drinks reception, roundtable discussions and invite-only breakfasts.

Build new connections at the forum

Past investors include CalSTRS, Canadian Union of Public Employees, NYC Comptroller, Seattle City Employees Retirement System, United Church Funds, and many more.

Connect with responsible investment professionals

ACORE Capital
American Student Assistance
Ares
Bloomberg
California Public Employees Retirement System
CalSTRS
Cambridge Associates
Canadian Union of Public Employees
Hamilton Lane
Healthcare of Ontario Pension Plan
InvestIndustrial
Lombard Odier Asset Management
Malk Partners
NYC Comptroller
PSP Investments
QIC
San Francisco Employees' Retirement System
SER Capital Partners
Silver Lake
United Church Funds
World Bank Group

Testimonials from attendees

“I really enjoyed the conference. It was very encouraging to hear how GP’s are integrating ESG not only in their portfolios but in their firms as we…

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“Global warming, air pollution, and energy insecurity are three of the greatest problems facing humanity. The Responsible Investment Forum is a powerful g…

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“It’s great to see PEI bring together a diverse and growing group of investment professionals interested and active in responsible and sustainable investment. T…

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Accommodation options - Crowne Plaza, Palo Alto

If you need accommodation for the event, rooms are available to book at the Crowne Plaza hotel where the forum is taking place.

Find out more and book your room via the link below.