THE PREMIER SUSTAINABLE FINANCE AND INVESTING EVENT
Despite ESG frameworks and rankings’ imperfections, they are impacting billions of investments. And, hundreds of trillions more are needed to realize a just transition to a decarbonized global economy.
GreenFin 23 will convene an influential audience of finance, investment and sustainability professionals to share insights, address key challenges and showcase leading sustainable financial products and services.
Check out the program and speakers from our GreenFin 22 event in New York.
Nili Gilbert, CFA, CAIA, is the Vice Chairwoman of Carbon Direct, a leader in scaling carbon management into a global industry through both climate technology investments and client advisory. She is also Chair of the US$130+ Trillion Glasgow Financial Alliance for Net Zero’s (GFANZ) Advisory Panel of technical experts, as well as a member of its CEO Principals Group. Nili also sits as the Chair of US Policy for the UN-Convened Asset Owner Alliance. In addition to serving as a board member and Chairwoman of the Investment Committees of both the David Rockefeller Fund and the Synergos Institute, she is a Senior Advisor at Boston Consulting Group (BCG). Nili is also a member of the Social Mission Board of Seventh Generation, a wholly-owned subsidiary of Unilever. Previously, she was Co-Founder and Portfolio Manager of Matarin Capital, which became one of the larger women-owned asset managers in the US. She also previously served as a member of the State of California’s Climate-Related Financial Risk Advisory Group. Nili has been a recurring speaker on CNBC and Bloomberg television, among others, and her TED Talk on climate finance has received over 1 million views. She has been honored as a World Economic Forum Young Global Leader, LinkedIn TopVoice in Finance, Entrepreneur of the Year by the National Association of Securities Professionals, and Bloomberg BusinessWeek “One to Watch.” She is a permanent member of both the Council on Foreign Relations and the Economic Club of New York. Nili received her BA, magna cum laude, from Harvard University, her MBA from Columbia Business School, where she was a Toigo Fellow, and she has completed programs in leadership and sustainability at Oxford and Stanford Universities.
Ron was previously president and chief operating officer of State Street, and before that, president and chief executive officer of State Street Global Advisors, the investment management arm of State Street. He joined State Street in 2015. Prior to State Street, Ron was president of Asset Management & Corporate Services for Fidelity Investments, responsible for all Fidelity asset management organizations and Fidelity’s corporate functions and enterprise technology. He served at Fidelity from 2010 to 2014. Before joining Fidelity, Ron served as president and chief executive officer of BNY Mellon Asset Management in Boston. During this time, he also served as vice chairman of Bank of New York Mellon Corporation. Additionally, Ron oversaw all of Bank of New York Mellon's activities in Asia. Prior to the 2007 merger of Bank of New York and Mellon, he was vice-chairman of Mellon Financial Corporation and president and chief executive officer of Mellon Asset Management. He served at Mellon and Bank of New York Mellon from 1997 to 2010. Prior to Mellon, Ron was with McKinsey & Company from 1986 to 1997 and was elected a partner in 1992. He founded the Investment Management practice and was co-founder of the firm's North American Personal Financial Services practice. Additionally, he was a member of the Property & Casualty Insurance practice. During his tenure with McKinsey, Ron served in the firm’s Boston, New York, and Stockholm offices. Ron serves on the boards of Unum Corp., Beth Israel Lahey Health, ABL Space Systems, The Boston Foundation, The Ireland Funds, IYRS School of Technology and Trades, Syracuse University, and WBUR. He also serves on the Federal Reserve’s Federal Advisory Council.
Margot Brandenburg is a senior program officer on the foundation’s Mission Investments team, focused on building and strengthening the infrastructure of the impact investment market—with an eye to shaping the broader capital markets. She has spent two decades working at the intersection of philanthropy, capital markets, and social and environmental justice. Prior to joining Ford, Margot served as founder and CEO of MyStrongHome, a benefit corporation delivering resilience finance services to homeowners across the Southeast and Gulf Coast of the US. Before that, she helped design and lead the impact investing initiative at the Rockefeller Foundation. She co-authored the book The Power of Impact Investing with former RF president Judith Rodin. While at Rockefeller, she also focused on job creation and issues of economic security for low-wage workers. Margot began her career in international microfinance and has worked with several community development finance institutions in the US. She serves on the boards of the Workers Lab, Brooklyn Cooperative Credit Union, and the Woodcock Foundation, and as an adviser to the National Domestic Workers Alliance as well as the National Energy Improvement Fund. She received a master’s in public affairs from the Woodrow Wilson School at Princeton University and holds an undergraduate degree from Stanford University.
Whelan serves as the president of the Rainforest Alliance. She has been involved with the Rainforest Alliance since 1990, first as a board member, and then later as a consultant, becoming the executive director in 2000. Whelan has been working in the environmental field for more than 25 years, during which time she served as the vice president of conservation information at the National Audubon Society and executive director of the New York League of Conservation Voters. Whelan also worked as a journalist and environmental communications consultant in Costa Rica, and was the managing editor of Ambio -- an international environmental journal based in Stockholm. Prior to joining the Rainforest Alliance as its executive director, Whelan worked as a management consultant to nonprofit organizations such as the Environmental Defense Fund. She serves on the advisory boards of Social Accountability International, Unilever Sustainable Sourcing Advisory Board, and is the co-chair of the steering committee of the Sustainable Food Lab. She holds an M.A. in International Communication from American University's School of International Service and a B.A. in Political Science from New York University. Whelan's published work includes one of the first books on ecofriendly tourism, Nature Tourism: Managing for the Environment (1991, Island Press). She has been recognized as one of the “100 Most Influential People in Business Ethics” by Ethisphere for several years, including in 2011, and was the recipient of the Wall Street Journal/WinningWorkplace “Top Small Workplace Award” for the Rainforest Alliance in 2008.
Sarah Bloom Raskin
An experienced economic policymaker, Sarah Bloom Raskin has had a unique career serving at the highest levels of the U.S. Government and American financial sector. As Deputy Secretary of the U.S. Treasury, Raskin was the “highest ranking woman in the history of the Treasury Department” (New York Times) and the only person ever to have served in that position who had also been a Governor of the Federal Reserve Board. As the second-in-command at the Treasury Department, she was known for her pursuit of innovative solutions to enhance Americans’ shared prosperity, the resilience of the country’s critical financial infrastructure, and the defense of consumer safeguards in the financial marketplace. She was a champion of cybersecurity in the financial sector both nationally and internationally, helping to elevate this issue with corporate executives and boards. Her efforts, including leading the development of the G-7 Fundamental Elements of Cybersecurity for the Financial Sector, contributed to a more secure and resilient financial sector in the face of increasingly frequent and sophisticated threats. Her decade of continuous public service includes leadership in the realm of monetary policy, fiscal policy and financial regulatory policy.
Governor Raskin has been recognized by several organizations for her public service and has engaged with the media and a myriad of audiences to discuss fiscal, economic and national security issues. She has spoken for organizations and events including the National Consumer Law Center, Women in Homeland Security, the New America Foundation, the Levy Economics Institute, the National Association of Business Economics, the Private Equity Growth Capital Council, the Ditchley Foundation, the Society of Government Economists, the Mid-Winter Housing Finance Conference, the National Community Reinvestment Coalition, NeighborWorks America, several community banking groups, and numerous institutions of higher learning, among many others.
Governor Raskin received her B.A. in Economics from Amherst College and her J.D. from Harvard Law School. She throughout her career worked across public and private sectors in both legal and regulatory capacities. Her work has centered on financial institutions, financial market utilities, consumer protection issues, the adaptation of financial regulatory tools as they pertain to climate risk, bolstered prudential standards, and resolution planning.
Curtis Ravenel is a Senior Advisor to the co-chairs and Vice Chair of the Glasgow Financial Alliance for Net Zero (GFANZ) and a founding member of the Secretariat for the Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD). He also serves as a Distinguished Fellow in Sustainable Finance at ClimateWorks Foundation and as a Strategic Advisor to Context Labs BV, Persefoni Ai and Apollo Global Management. Curtis founded the Sustainable Business & Finance Group at Bloomberg LP and served as its Global Head, reporting directly to the Chairman, from 2007-2019. Under his leadership, Bloomberg integrated sustainability considerations into the firm’s operations globally and developed a full range of Sustainable Finance products to evaluate sustainability-related risks and opportunities for finance professionals. He was awarded a David Rockefeller Fellowship with the Partnership for New York City in 2011, appointed by the Obama Administration to serve on the US chapter of the G8 Advisory Board on Impact Investing in 2013 and received the Columbia Business School Exemplary Leadership Award in 2016. Curtis holds an MBA from Columbia Business School and a BA in History from Davidson College.
Lauren Gellhaus is the Head of ESG at the Teacher Retirement System (TRS) of Texas in Austin, Texas. TRS is a $176 billion pension system serving 1.6 million active and retired educators and their families. Lauren oversees ESG for the Trust, across public and private markets. She also serves as an Ambassador within TRS and is an active member of the Proxy Committee.
Laruen joined TRS in 2017 in Operations where she oversaw cash management and external cash and securities transitions. In 2018, Mrs. Gellhaus joined the External Public Markets team. In this role, she maintained coverage of hedge fund and long-oriented mandates across several geographies and strategy types.
Prior to joining TRS, Lauren was Head of Operations for Fulcrum Capital Holdings, an Austin-based distressed assets trade desk. In her spare time, she is a member of the Junior League of Austin and volunteers as a Court Appointed Special Advocate.
Lauren received her B.B.A. in Corporate Finance from the University of Texas at Austin and is a CAIA Charterholder.
Siwo is the Director of Sustainable Investments and Climate Solutions (SICS) at the New York State Common Retirement Fund and reports to the Chief Investment Officer. He is charged with providing leadership and oversight on sustainable investment efforts across the Fund’s $270 billion portfolio and is the portfolio manager for the Fund’s $20 billion commitment to SICS.
Previously, Siwo was an Investment Director and served as the Head of Mission-Related Investments (MRIs) at Crewcial Partners, an investment consultancy to over 150 leading foundations and endowments with an aggregate of $40 billion in assets under advisement.
At Crewcial Partners, Siwo led the creation of client portfolios targeting MRIs, developed the firm’s MRI (SRI, ESG, impact) framework, as well led sourcing, investment research, and due diligence across asset classes for related investment strategies.
Prior to joining Crewcial Partners, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of ImpactBase, the largest platform of impact investment funds globally, which he grew by more than $10 billion and validated over 100 impact funds. He also educated and fostered institutional investors seeking exposure to socially/environmentally responsible investment portfolios.
Prior to joining the GIIN, Siwo spent five years in the investment banking division at JP Morgan—most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate. He also held roles on the Rates Desk, tasked with executing fixed-income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations.
Before JP Morgan, Siwo was a member of the Corporate Finance and Real Estate Strategy Group at Victoria's Secret responsible for leading project finance initiatives. He began his career at E*Trade Financial, managing a team of investment representatives serving active traders and high net-worth investors. He has written investment articles that have been printed in various industry publications.
Siwo completed an MPA in Finance and Fiscal Policy at Cornell University and holds a BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses. Siwo also serves on the Board of New York Professional Advisors to Community Entrepreneurs (NYPACE). He was selected into the 2020 Class of Crain’s New York Business “40 under 40.”
Karen Fang is Managing Director, Head of Global Sustainable Finance at Bank of America. Formerly, she was the head of Global Fixed Income, Currencies & Commodities (FICC) Cross Asset Trading, and the head of Americas FICC Sales & Solutions prior to that. She is a member of the Bank of America Environmental, Social and Governance (ESG) committee, the Sustainable Markets Committee, as well as the firm wide Asian Leadership Council. Karen is a founding member of the 1t.org US Steering Council which is a public private partnership to advance reforestation and carbon finance initiatives, as well as a National Board member of the Local Initiatives Support Corporation (LISC), one of the largest Community Development Financial Institutions in the U.S.
Prior to joining Bank of America, Karen was a Managing Director at Goldman Sachs where she was the head of the Pension, Endowment and Foundation Cross Asset Solutions Group. Previously, she held senior positions in derivatives structuring, including at Merrill Lynch in Tokyo and Deutsche Bank in London.
Karen was named one of Fortune’s “40 under 40”and a Young Global Leader by the World Economic Forum (WEF). She is a member of the WEF Expert Network. Most recently, Karen was named one of Business Insider’s 100 People Transforming Business. She was chosen by Investment Dealers’ Digest as one of the “40 under 40” bankers and is also a recipient of the Women’s Bond Club of New York’s “Rising Star Award.”
Karen holds a Bachelor’s degree in Economics from the University of Tokyo.
Mark Carney is a Vice Chair of Brookfield Asset Management and Head of ESG and Impact Fund Investing. In this role, he is focused on the development of products for investors that will combine positive social and environmental outcomes with strong risk-adjusted returns. Mr. Carney is an economist and banker who served as the Governor of the Bank of England from 2013 to 2020, and prior to that as Governor of the Bank of Canada from 2008 until 2013. He was Chairman of the Financial Stability Board from 2011 to 2018. Prior to his governorships, Mr. Carney worked at Goldman Sachs as well as the Canadian Department of Finance. He is a long-time and well-known advocate for sustainability, specifically with regard to the management and reduction of climate risks, and is currently the United Nations Special Envoy for Climate Action and Finance and Chair for the Glasgow Finance Alliance for Net Zero. He is also an external member of the Board of Stripe, a global technology company building economic infrastructure for the internet and a member of the Global Advisory Board of PIMCO, the Group of Thirty, the Foundation Board of the World Economic Forum, the Harvard Board of Overseers, Oxford Blavatnik School of Government, the boards of Bloomberg Philanthropies, the Peterson Institute for International Economics, the Hoffman Institute for Global Business and Society at INSEAD, Chair of the Global Advisory Board, Senior Counsellor of the Macro Advisory Partners as well as the Chair of the Advisory Board with Canada 2020. Mark was born in Fort Smith, Northwest Territories, Canada. After growing up in Edmonton, Alberta, he obtained a bachelor degree in Economics from Harvard University and a master and doctorate degrees in Economics from Oxford University.
“Not only does GreenFin bring together the interdisciplinary knowledge to affect change across the capital markets, but it’s done with exceptional positive energy and style! We know the technology we need is here. And we know the capital exists. So at GreenFin, we can see the force of will!”
“GreenFin is an excellent resource for news and insights on sustainable investing and their events bring together some of the leading thinkers and practitioners in the space. The Intentional Endowments Network is proud to partner with GreenFin on this excellent work.”
“In light of the new obligations, agreed at COP15, for large and transnational financial institutions to assess and disclose their impacts and dependencies on biodiversity, there is more need than ever for a conference to bring the sector together. GreenFin is already one of the primary events, growing significantly in the last year, and it promises to be the must go-to event in 2023.”
“The climate crisis demands significant changes to the foundations of our economy, and ESG analysis and investing has the potential to shift capital markets toward sustainable outcomes. We are thrilled to convene leadership companies, investors, and asset owners and managers to align corporate and institutional finance with the goals of a clean and just economy. ”
Partnering with GreenBiz enables you to demonstrate your company’s thought leadership alongside the industry's most influential visionaries, while making valuable connections and engaging with key decision makers through our leading virtual event platform.
GreenFin 23 will convene more than 900 professionals each day across four key functions: institutional investors, corporate finance and sustainability executives, financial institutions and sustainable finance and investing policymakers.
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S&P Global Sustainable1 is the central source for sustainable intelligence from S&P Global. Sustainable1 matches customers with the ESG products, insights and solutions from across S&P Global's divisions to help meet their unique needs. Our comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations and governments an unmatched level of clarity and confidence to successfully navigate the transition to a sustainable future. Our data and well-informed point of view on critical topics like energy transition, climate resilience, positive impact and sustainable finance allow us to go deep on the details that define the big picture so customers can make decisions with conviction. To learn more about Sustainable1, visit www.spglobal.com/sustainable1.
Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune’s 2021 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Climate change and sustainability continue to rise on the agendas of governments and organizations around the world with rapidly evolving drivers and expectations. Businesses face regulatory requirements and the need to meet stakeholder expectations as well as respond to the opportunities presented for revenue generation and cost reduction. This means a fundamental and complex transformation for many organizations and the embedding of climate change and sustainability into core business activities to achieve short-term objectives and create long-term shareholder value. EY’s global, multidisciplinary teams combine core experience in assurance, tax, transactions and advisory with climate change and sustainability skills and deep industry knowledge.
Hannon Armstrong (NYSE: HASI) is the first U.S. public company solely dedicated to investments in climate solutions, providing capital to assets developed by leading companies in energy efficiency, renewable energy, and other sustainable infrastructure markets. With more than $8 billion in managed assets, our core purpose is to make climate positive investments with superior risk-adjusted returns. For more information, please visit hannonarmstrong.com or follow us on Twitter @HannonArmstrong and Linkedin.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
PwC is a community of solvers coming together in unexpected ways to build trust in society and solve important problems. Our clients are at the core of everything we do and we are committed to their success. To help our clients build trust and deliver sustained outcomes, PwC provides professional services across two segments: Trust Solutions and Consulting Solutions. Within these segments, we bring a range of capabilities to help organizations solve faster, solve more and realize more value. These capabilities include ESG: we work together with you to make the right choices to position your company for a sustainable tomorrow.
Sphera is the leading provider of Environmental, Social and Governance (ESG) performance and risk management software, data and consulting services with a focus on Environment, Health, Safety & Sustainability (EHS&S), Operational Risk Management and Product Stewardship.
Davies is Proud to be America’s Office Furniture Solution Provider. For over 70 years, Davies has been at the forefront of the sustainability movement with our sustainable recycling programs and remanufacturing of grade A Office Furniture Systems from industry leaders like Steelcase, Haworth, Herman Miller, Knoll, etc... into fully customized, "like-new" condition at a fraction of the price of our competitors. We put an emphasis on delivering value and closing material loops because we believe in innovation, creation and waste reduction. Visit our Booth to learn how we can get you into the office of your dreams.
FiscalNote ESG Solutions
FiscalNote ESG Solutions empowers organizations to take charge of their entire ESG strategy through technology and expertise. Choose from a combination of the Equilibrium award-winning platform, a global advisory service, essential ESG intelligence, and a peer community. From getting started with strategic insights, benchmarking, reporting, and getting audit ready to embedding ESG into your organization’s DNA, FiscalNote ESG Solutions is tailored to fit your organization's unique ESG journey.
Patch is a platform for negative emissions. It integrates with businesses to calculate their carbon footprint and systematically compensates by funding verified carbon removal projects. Whether 1 kilogram or 1000 tonnes of carbon-dioxide, Patch helps automate sustainability goals with just a few lines of code. Our API gives developers the opportunity to leverage data already captured to neutralize their carbon impact via a diverse selection of carbon sequestration projects.
The Open Group
The Open Group is a global consortium that enables the achievement of business objectives through technology standards. Our diverse membership of more than 850 organizations includes customers, systems and solutions suppliers, tool vendors, integrators, academics, and consultants across multiple industries. Further information on The Open Group can be found at www.opengroup.org.
In 2020, The Open Group launched the Open Footprint™ Forum with the aim of developing open, vendor-neutral standards to enable consistent measurement of environmental Footprint data. Find out more at https://www.opengroup.org/openfootprint-forum
Intentional Endowments Network
The Intentional Endowments Network is a non-profit, peer-learning network advancing intentionally designed endowments – those that seek to enhance financial performance by making investments that advance an equitable, low carbon, and regenerative economy. Working closely with leading organizations, the network engages leaders and key stakeholders from higher education, foundations, business, and nonprofits. It provides opportunities for learning and education, peer networking, convening, thought leadership and information exchange around a variety of strategies (e.g., ESG integration, impact investing, and shareholder engagement).
Accounting For Sustainability (A4S)
Our aim is to transform finance to make sustainable business, business as usual. Accounting for Sustainability (A4S) was established by HM King Charles III in 2004, when he was The Prince of Wales, “to help ensure that we are not battling to meet 21st century challenges with, at best, 20th century decision making and reporting systems.” A4S aims to inspire action by finance leaders to drive a fundamental shift towards resilient business models and a sustainable economy.
GARP is the leading professional association for risk managers, dedicated to the advancement of the profession through education, research, and the promotion of best practices.
Here at ESG Today, we believe that ESG will be the most important investment theme of the next decade. And we’ll be here to report on it in real time, finding companies that either hit or miss on ESG issues, discovering which investment managers are ahead or behind the curve, and helping our readers navigate the risks and opportunities of the new world of sustainable finance and investing. Whether you’re looking to avoid ESG risk in your investments, pursue an active sustainable investment strategy, or find an ESG-savvy investment manager, ESG Today will be your source of news, research, information and analysis.
Council for Inclusive Capitalism
The Council for Inclusive Capitalism is a global movement of leaders doing business in ways that benefit people, our communities, and the planet. We invite global business leaders—whether of a small community business or international conglomerate—to join us and put forth commitments to enlightened business actions necessary for the fairer, more dynamic economies and societies we need.
When our members take action and work together, we have the ability to advance market moving reforms. Collectively, our efforts can reshape the way capitalism works to improve the lives of people across the globe.
Global Reporting Initiative (GRI)
GRI is an international independent organization that helps businesses, governments and other organizations understand and communicate the impact of business on critical sustainability issues such as climate change, human rights, corruption and many others.
Verra was founded in 2007 by environmental and business leaders who saw the need for greater quality assurance in voluntary carbon markets. We now manage the world’s leading voluntary carbon markets program, the Verified Carbon Standard (VCS) Program, as well as a suite of other programs, incubate new ideas to generate meaningful environmental and social value at scale, and advance the use of these programs worldwide.
Partnership for Carbon Accounting Financials (PCAF)
PCAF is a global partnership of financial institutions that work together to develop and implement a harmonized approach to assess and disclose the greenhouse gas (GHG) emissions associated with their loans and investments.
The harmonized accounting approach provides financial institutions with the starting point required to set science-based targets and align their portfolio with the Paris Climate Agreement. PCAF enables transparency and accountability and has developed an open-source global GHG accounting standard for financial institutions, the Global GHG Accounting and Reporting Standard for the Financial Industry.