summit logo for website.jpg 
Thank you for joining us for the summit. 
SEPTEMBER 6, 2018

As concern grows about our changing climate, how can public trust funds and private citizens advance positive investment and environmental results? 

  

You can learn more about how Oregon Treasury takes action as a responsible investor in the Treasurer's annual Stewardship report.



--------
 

SUSTAINABLE INVESTING SUMMIT 
AGENDA

 

WEDNESDAY SEPTEMBER 5

5:30 – 7:30 PM       NETWORKING & WELCOME RECEPTION

                                Widmer Brothers Pub, 955 N Russell St., Portland, OR 97227

                                Oregon State Treasurer Tobias Read

                                Introduction: Dave Chen, Chairman and Head of Product Development and Research, Equilibrium Capital

 

THURSDAY SEPTEMBER 6

7:45 AM                   REGISTRATION AND COFFEE           

 

8:25 AM                   WELCOME

                                Jennifer Peet, J.D., Corporate Governance Director, Oregon State Treasury

               

8:30 AM                   INVESTING IN AN UNCERTAIN FUTURE

                                Oregon State Treasurer Tobias Read

                                Introduction: Oregon State Representative Karin Power

 

8:45 AM                   KEYNOTE CONVERSATION: THE BUSINESS ADVANTAGE OF SUSTAINABLE INVESTING

                                John Streur, President and Chief Executive Officer, Calvert Research and Management

                                Rukaiyah Adams, Chair, Oregon Investment Council and Chief Investment Officer, Meyer Memorial Trust

 

9:40 AM                   BREAK

 

9:50 AM                   PANEL: INTEGRATING ESG FACTORS INTO INSTITUTIONAL PORTFOLIO MANAGEMENT 

  Moderator: Anna Totdahl, Investment Officer, ESG and Sustainability, Oregon State Treasury

  Katie Schmitz Eulitt, Strategic Advisor, Sustainability Accounting Standards Board

                                Marlena Lee, PhD, Co-Head of Research, Dimensional Fund Advisors

  Nathalie Wallace, Senior ESG Investment Strategist, State Street Global Advisors

 

10:50 AM                BREAK

 

11:00 AM                 PANEL: SHAREHOLDER ENGAGEMENT AND THE POWER OF RESPONSIBLE INVESTING

                                Moderator: Jennifer Peet, Corporate Governance Director, Oregon State Treasury                           

  Ken Bertsch, Executive Director, Council of Institutional Investors

  Danielle Sugarman, Vice President, Investment Stewardship Team, BlackRock

  Michael Ring, Assistant Director, Capital Stewardship Program, SEIU

               

12:00 PM                 LUNCH BUFFET

 

12:20 PM                 LUNCH KEYNOTE: THE ENVIRONMENT, INVESTMENT AND THE ECONOMY

  Gina McCarthy, former Administrator, U.S. Environmental Protection Agency; Operating Advisor, Pegasus Capital Advisors; and Director, Harvard Center for    Climate, Health, and the Global Environment

   Introduction: Craig Cogut, Chief Executive Officer & Chairman, Pegasus Capital Advisors

                                               

1:00 PM                   BREAK

 

1:10 PM                   PANEL: CASE STUDIES – CLIMATE-CONNECTED INVESTMENTS BY OREGON TRUST FUNDS

                                Moderator: Ben Mahon, Senior Investment Officer, Alternatives, Oregon State Treasury

  Kristina Peterson, Senior Vice President, Renewable Power Group, Brookfield Asset Management

  Elizabeth Seeger, Director of Sustainable Investing, KKR & Co.

                                Trent Vichie, Co-Founder, Co-Chairman and Co-CEO, Stonepeak Infrastructure Partners

                                 

2:15 PM                  BREAK

 

2:25 PM                 CONVERSATION: INVESTING PUBLIC TRUST FUNDS FOR THE LONG TERM

                               Interviewer: Lionel Johnson, President, Pacific Pension & Investment Institute

John Skjervem, Chief Investment Officer, Oregon State Treasury

John Goldstein, Managing Director, Goldman Sachs Asset Management

                               

3:20 PM                  BREAK

 

3:30 PM         PANEL: BEYOND TREASURY – HOW INDIVIDUALS CAN INVEST AND MAKE A DIFFERENCE   

 Moderator: Sarah Cleveland, Sarah Cleveland Consulting

                               Greg Block, Sustainable Northwest (Nonprofit and foundation perspective)

                               Kate Donnelly, Tiedemann Advisors (Impact investing for individuals)

                               Laura Lockwood McCall, Oregon State Treasury (Sustainability bonds)             

                               Ken Vaughn, VertueLab (Investing in small businesses and startups)

 

4:30 PM                   CONCLUDING REMARKS

Oregon State Treasurer Tobias Read