sustainableinnvestmentforum

26 September 2018

Financing the Low Carbon Transition for a Sustainable Future

Official Affiliate Event

The Sustainable Investment Forum North America, held in partnership with UNEP Finance Initiative, is the premier meeting space for sustainable finance professionals during Climate Week NYC.

Back for its 3rd edition in September 2018, the forum will welcome over 300 attendees representing asset owners and managers, banks, development institutions, policymakers, think tanks and NGOs looking to drive the sustainability agenda.

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Featured Speakers
speakers
Betty Yee

State Controller, California

State Controller Betty T. Yee was elected in November 2014, following two terms of service on the California Board of Equalization. As Controller, she continues to serve the Board as its fifth voting member.

Ms. Yee was first elected to the Board of Equalization in 2006 where she represented 21 counties in northern and central California. She was elected to her second four-year term in 2010.

Now serving as the state’s chief fiscal officer, Ms. Yee also chairs the Franchise Tax Board and serves as a member of the California Public Employees’ Retirement System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS) Boards. These two boards have a combined portfolio of nearly $500 billion. Ms. Yee also serves on the Ceres Board of Directors, a nonprofit organization working to mobilize many of the world’s largest investors to advance global sustainability and take stronger action on climate change.

Ms. Yee serves on dozens of boards and commissions with authority ranging from land management to crime victim compensation. As a member of the State Lands Commission (and chairperson in even-numbered years), she helps provide stewardship of public-trust lands, waterways, industrial wharves, marine terminals, pipelines, and resources through economic development, protection, preservation, and restoration consistent with the state’s environmental needs. The development and extraction of oil, gas, and geothermal resources are part of the Commission’s purview, as well. Through other financing authorities, Ms. Yee is dedicated to creating incentives that will increase the number of affordable housing units in California, given that demand consistently outpaces supply.

Ms. Yee has over 30 years of experience in public service, specializing in state and local finance and tax policy. Ms. Yee previously served as Chief Deputy Director for Budget with the California Department of Finance where she led the development of the Governor’s Budget, negotiations with the Legislature and key budget stakeholders, and fiscal analyses of legislation on behalf of the Administration. Prior to this, she served in senior staff positions for several fiscal and policy committees in both houses of the California State Legislature. She also cofounded the Asian Pacific Youth Leadership Project, which exposes California high school youth to the public service, public policy, and political arenas.

A native of San Francisco, Ms. Yee received her bachelor’s degree in sociology from the University of California, Berkeley, and she holds a master’s degree in public administration.

speakers
Brian Rice

Portfolio Manager, Corporate Governance

Mr. Rice is a Portfolio Manager in the CalSTRS Corporate Governance Department and has been working in the governance group at CalSTRS for over 15 years.   His main areas of focus are integrating sustainability considerations into CalSTRS investment processes and overseeing the CalSTRS sustainable manager portfolio, a $1 billion externally managed public equity strategy that employs fund managers incorporating environmental, social and governance (ESG) factors into their investment portfolio construction and management.

Mr. Rice also leads CalSTRS sustainability related engagement efforts and is the staff lead for the CalSTRS Green Initiative Task Force, a multi asset class team charged with identifying, implementing and reporting on environmental investment opportunities and risk management strategies.

Mr. Rice serves on the Advisory Board of the Climate Bonds Initiative and the Strategic Investor Initiative. Mr. Rice received an MBA from the U.C. Davis Graduate School of Management and a bachelor’s degree in Economics-Business from U.C.L.A.

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Eric Usher

Head

Eric Usher brings twenty five years experience in the sustainable energy and finance sectors, including an entrepreneurial venture in Morocco, financial sector development across emerging markets and responsible investment uptake globally. Prior to heading the UNEP FI Secretariat in Geneva, Mr. Usher was responsible for a programme portfolio advancing new public/private instruments for financing cleaner energy infrastructure and improving energy access. He was seconded to the UN Framework Convention on Climate Change for development of the Green Climate Fund, specifically the fund’s Private Sector Facility. Eric is co-editor and co-author of various studies examining the role of public and private finance in climate mitigation and was lead author for finance of the IPCC Special Report on Renewable Energy Sources.

Before joining UNEP, Eric was General Manager of a solar rural electrification company based in Marrakech. He holds an MBA from INSEAD, France, and a BSc in Electrical Engineering from Queen’s University, Canada.

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Kate Murtagh

Chief Compliance Officer and Managing Director, Sustainable Investment

Kate Murtagh is the Managing Director for Sustainable Investing and the Chief Compliance Officer of Harvard Management Company, Inc. (HMC).  Ms. Murtagh joined HMC in 2006.

As Managing Director, Sustainable Investing, Ms. Murtagh is responsible for designing and implementing HMC’s sustainable investing program across all asset classes.  Ms. Murtagh developed HMC’s first sustainable investing policy and worked closely with Harvard University in its decision to become the first US endowment signatory to the United Nations-supported Principles for Responsible Investment.

Ms. Murtagh was named a 2017 Leader in the Law by Massachusetts Lawyers Weekly for her innovative work in sustainable investing.

As Chief Compliance Officer, Ms. Murtagh is responsible for regulatory and legal matters relating to HMC’s investment activities.  In this capacity, Ms. Murtagh has extensive expertise in the structuring and implementation of various investment strategies including co-mingled funds, separately managed accounts, joint ventures, private REITS, and direct asset ownership.

Prior to joining HMC, Ms. Murtagh was a partner in the Business Law Department of Goodwin Procter LLP, a national law firm based in Boston, MA.

Ms. Murtagh earned a B.S. in Management from Rensselaer Polytechnic Institute and a J.D. from Cornell Law School, where she served as Managing Editor of the Cornell Law Review.

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Kurt Summers

Treasurer, City of Chicago

Kurt Summers is Chicago’s 70th Treasurer. A native son of Chicago, Treasurer Summers manages the city’s $8 billion investment portfolio and is responsible for maintaining records and accounts of the city’s finances. He sits on four local pension boards with nearly $25 billion under management.

Since taking office in December 2014, Treasurer Summers has utilized his private and public sector experience to ensure that the Office of the City Treasurer maximizes its value for Chicago’s residents. From generating $57 million in excess investment returns for the city’s portfolio to developing a fund that will drive economic growth in all 77 neighborhoods, Treasurer Summers is focused on leveraging the office’s resources to increase investments in Chicago’s residents, workers, businesses, and neighborhoods. Treasurer Summers is also focused on empowering Chicagoans through small business support and financial education programs, giving them the tools and opportunities they need to fulfill their potential.

Prior to serving as Chicago’s Treasurer, Summers was a Senior Vice President at Grosvenor Capital Management and a member of the Office of the Chairman. In that role, Summers was a leader of the Emerging and Diverse Manager business, which invested over $2 billion in minority- and women-owned firms.

Prior to his time at Grosvenor, Summers served as Chief of Staff to Cook County Board President Toni Preckwinkle and as the appointed Trustee for the $9 billion Cook County Pension Fund. In that capacity, Summers led county-wide reforms to provide performance management in every department and to create a more sustainable health and hospital system. Summers also steered the closure of a $487 million budget deficit while keeping the administration’s promise to roll back the county sales tax, saving taxpayers more than $400 million a year.

Summers began his career at McKinsey & Company, a preeminent global strategy-consulting firm, and later served as Chief of Staff for Chicago 2016, the city’s bid for the 2016 Summer Olympic Games.

Treasurer Summers is a lifelong Chicago resident and a graduate of Whitney Young High School. He received a Bachelor of Science in Business Administration with Management Distinction High Honors from Washington University in St. Louis. He later earned a Master of Business Administration from Harvard Business School. He lives in Hyde Park with his wife, Helen, and their schnauzer, Boston.

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Pete Grannis

First Deputy Comptroller, State of New York

Pete Grannis, first deputy comptroller for the New York State Office of the State Comptroller (OSC), oversees the day-to-day activities of OSC’s divisions, which administers the New York State and Local Retirement Systems covering more than one million public employee members. In addition, he maintains the state’s accounting system and administers its $15 billion payroll; manages the state’s assets and issuing debt; reviews state contracts, audits state agencies and public benefit corporations; and oversees the fiscal affairs of local governments.

From 2007 to 2010, Mr. Grannis served as commissioner of the Department of Environmental Conservation. While leading the agency with over 3,500 employees and an annual budget of more than $1 billion, he positioned New York State as a global leader in the fight against climate change and championed a wide-ranging agenda for a cleaner, healthier environmental future for New York State’s citizens.

A state assembly member for 32 years, Mr. Grannis was a leading advocate for lobbying and ethics reforms and as chair of the Insurance and Housing Committees, his tenure in Albany was marked by significant victories.

Mr. Grannis’ legislative accomplishments have been recognized by numerous environmental, health, consumer, and good government advocacy organizations, including the first-ever recognition of a state legislator by the Consumer Federation of America.

Mr. Grannis is a graduate of Rutgers University and the University of Virginia School of Law.

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Saadia Madsbjerg

Managing Director

As Managing Director, Saadia leads the Foundation’s work on Innovative Finance, overseeing its ‘Zero Gap’ portfolio. Her responsibilities include developing next-generation finance mechanisms and large-scale blended finance funds that mobilize private sector capital towards the SDGs. Her work directly supports the foundation’s mission of promoting the well-being of humanity throughout the world.

Saadia has been featured in numerous publications/outlets such as the Financial Times, Bloomberg, BBC, and the Wall Street Journal Live, among others, and frequently speaks at industry and finance events to advance the idea of innovative finance as a mainstream instrument of social policy. She is a frequent author as well, having contributed pieces to the New York Times, Foreign Affairs, Project Syndicate, Fortune.com, Business Insurance, and many other publications.

Before joining The Rockefeller Foundation, Saadia was senior vice president for Strategic Planning at the New York City Economic Development Corporation. Prior to NYCEDC, she was an associate principal at McKinsey & Company.

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Stan Magidson

Chair and Chief Executive Officer

Stan Magidson is Chair and Chief Executive Officer (CEO) of the Alberta Securities Commission, and possesses extensive experience in corporate governance, mergers and acquisitions and securities law and regulation. Before joining the ASC in July 2016, he was President, CEO and director of the Institute of Corporate Directors and Chair of the Global Network of Director Institutes. Prior, Mr. Magidson was a partner for 21 years with Osler, Hoskin & Harcourt LLP where he advised corporate issuers, investors, financial intermediaries and boards of directors across the country on mergers and acquisitions, corporate governance, securities law and corporate finance matters.

In 1999, he was seconded to the Ontario Securities Commission where he built the team that is primarily responsible for the securities regulation of take-over bids and M&A transactions in Canada.

Mr. Magidson currently serves on the international board of the Weizmann Institute of Science and the board of Weizmann Canada.

Mr. Magidson holds an LL.M in Corporate Law from New York University and an LL.B from the University of Ottawa

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300

Attendees

Representing asset owners and managers, banks, development institutions, policymakers, think tanks and NGOs
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40

Speakers

Discussing ESG integration, climate resilience and mainstreaming disclosure
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50

Asset Owners

Meet and develop relationships with asset owners with a combined AUM of over $3 trillion
Standard Ticket: $1,095.00