The Nasdaq ESG Summit will kick off with a keynote address sure to inspire and provoke conversation around current ESG trends. Following the keynote, registrants can choose from a number of breakout sessions specifically geared towards their interests.

11:00AM - 12:00PM ET
Welcome Remarks & Keynote Address

LATE REGISTRANTS - Please use this link to register >>  
Congressman Gregory Meeks, U.S. Representative for New York's 5th District 
Mr. George Serafeim, Charles M. Williams Professor, Harvard Business School

12:00-1:00PM ET - Breakout Sessions

How Financial Advisors are Using ESG to Attract, Retain and Educate Clients

LATE REGISTRANTS - Please use this link to register >>  
*Pending acceptance for one hour of CFP of  CFP and IWI CE credit for session attendees. CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker. 

Environmental, social, and governance (ESG) ETFs are hot nowadays, both with investors and with issuers. There are now over 100 products on the market, which have collected some $31.76 billion in investment assets—overtaking assets invested in traditional energy ETFs for the first time. Join our team of experts who will discuss how they are building and positioning various ESG-related funds to fit today's growing advisor and investor demands.

Speakers:

  • Jason Bloom, Senior Director, Global Macro ETF Strategy, Invesco
  • Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist for First Trust Advisors
  • Sara Mehle, Asset Management Research Senior Analyst, Nasdaq Dorsey Wright
  • Jean-René Giraud, CEO, TrackInsight
  • Moderator: John D. Molesphini, Global Head of Insights, eVestment


Green Space in the Muni Market
LATE REGISTRANTS - Please use this link to register >>  

While the U.S. may be slower than Europe to adopt ESG practices, there is growing demand and changes happening afoot, especially in progressive states such as California. Join us for a lively discussion with the Treasurer of the State of California, Fiona Ma, who will discuss the future of impact investing in the United States.

Speakers:

  • Fiona Ma, Treasurer of the State of California
  • Evis Progonati, Associate Editor, Debtwire 

1:00 - 2:00PM ET Breakout Sessions

Bringing More Transparency to the ESG Institutional Market 
LATE REGISTRANTS - Please use this link to register >>    

eVestment’s ESG questionnaire collects data from global asset managers on their ESG-focused strategies providing usage history on how often asset owners and consultants screen managers on ESG factors. To bring more transparency around ESG to the institutional market, eVestment has partnered with some of the largest institutional investors in the world, top global consultants and industry organizations like the CFA and UNPRI to develop a new, much more extensive questionnaire that requires managers to report on how they execute their ESG approach – not just what it is. Get a sneak peek of the questionnaire and use cases on the new screening data that will be available at the end of Q4.

Speakers:

  • Erika Spence, Global Head of Data Strategy, eVestment
  • John Molesphini, Global Head of Insights, eVestment
  • Erika Spence, Global Head of Data Strategy, eVestment
  • John Molesphini, Global Head of Insights, eVestment,

 

* * * * * 
 *Additional sessions geared towards the European investment community and corporate audiences are also offered: 

If you are interested in attending the European sessions starting at 9:00AM ET, please register HERE

If you are interested in attending the Corporate-focused (Investor Relations & Board of Directors) sessions, please register HERE

For the entire Summit program and speaker updates please click HERE.



DATE:

September 22, 2020


TIME:

11:00AM- 2:00PM ET / 8:00AM-11:00AM PT


QUESTIONS:

Contact: Diana Tas
diana.tas@nasdaq.com