Thank you for a memorable 2018 SASB Symposium!

December 4th, 2018

Fordham University School of Law
150 W 62nd St
New York, NY 10023

Tentative agenda, subject to change

7:45 – 8:45 (concurrent): Attendee Breakfast and Networking

7:45 – 8:45 (concurrent): Sponsor and Speaker Breakfast and Networking (Invite-only)

8:45 – 8:50: Welcome from the Host

  • Barbara Porco, Professor of Accounting, Fordham University

8:50 – 8:55: Opening Remarks

  • Matthew Welch, President, The SASB Foundation

8:55 – 9:30: Sustainable Value Creation: The Board Perspective

  • Jeff Ubben, Founder and CEO, ValueAct Capital; Director, The AES Corporation
  • Elisse Walter, Director, Occidental Petroleum Corporation
  • Moderator: Bob Steel, Partner and CEO, Perella Weinberg Partners; Chair of the Board, The SASB Foundation

9:30 – 9:45: By the Market, For the Market

  • Jeff Hales, Chair, SASB Standards Board

9:45 – 10:40: ESG Issues Don’t Stay Within Borders, Neither Does Investors’ Use of SASB

  • Marjo Koivisto, Co-Head of Responsible Investment, Nordea Asset Management
  • Egon Vavrek, Investment Fund Manager, Global Emerging Markets, APG
  • Barbara Zvan, Chief Risk & Strategy Officer, Ontario Teachers’ Pension Plan
  • Moderator: Katie Schmitz Eulitt, Strategic Advisor, Stakeholder Outreach, SASB

10:40 – 11:15: Break & Networking

11:15 – 11:30: Research Spotlight: Applying a Financial Materiality Lens to the SDGs 

  • Costanza Consolandi, Associate Professor of Corporate Finance, University of Siena
  • Bob Eccles, Visiting Professor of Management Practice, University of Oxford, Saïd Business School  

11:30 – 12:30: Charting a Path Forward in a Sea of Reporting Frameworks

Joint statement of complementarity by SASB and GRI

  • Eric Hespenheide, Chairman, Global Reporting Initiative’s (GRI) Board of Directors
  • Matthew Welch, President, The SASB Foundation

Corporate perspectives on Navigating the Reporting Frameworks

  • Natali Archibee, Sustainability Manager, The Mosaic Company
  • Sharon Basel, Sustainability Manager, Sustainability, General Motors Company
  • Ginny Cassidy, Director, Enterprise Sustainability Program, Medtronic
  • Bruno Sarda, VP of Sustainability, NRG Energy
  • Moderator: Curtis Ravenel, Global Head, Sustainable Business and Finance, Bloomberg LP 

12:30 – 1:45: Lunch

1:45 – 2:00: Research Spotlight: Applying SASB’s Materiality Framework to ESG Data 

  • Emily Steinbarth, Quantitative Research Analyst, Russell Investments

2:00 – 2:55: It’s Not About Product: Integrating ESG into Investment Processes and Culture

  • Jonathan Bailey, Head of ESG Investing, Neuberger Berman
  • Rakhi Kumar, Senior Managing Director and Head of ESG Investments and Asset Stewardship, SSGA
  • Julie Moret, Head of ESG, Franklin Templeton Investments
  • Mike Perry, Head of Global Product, Nuveen – A TIAA Company
  • Moderator: Janine Guillot, Director of Capital Markets Policy & Outreach, SASB  

2:55 –3:10: Research Spotlight: Applying SASB’s Materiality Framework to Quantitative Analysis

  • Joshua Livnat, Managing Director and Head of Research, QMA

3:10 – 3:45: Break & Networking

3:45 – 4:40: The Future of Financial Reporting: Integrating ESG into Processes and Culture

  • Alan Beller, Senior Counsel, Cleary Gottlieb Steen & Hamilton
  • Rob Lin, Head of Investor Relations, Alibaba Group
  • Jeff Thomson, President and CEO, IMA
  • Deborah Wilson, Financial Reporting Manager, Trex Company
  • Moderator: Kristen Sullivan, Partner, Deloitte & Touche LLP; Chair, AICPA Sustainability Task Force 

4:40 – 4:50: Research Spotlight: Measuring and Reporting Climate Risk

  • David Parham, Deputy Director of Research, SASB

4:50– 5:30: Sustainable Value Creation: The Role of Investors and of Corporate Disclosure

  • Chris Ailman, CIO, CalSTRS
  • Hans Op ‘t Veld, Head of Responsible Investment, PGGM
  • Moderator: Anne Sheehan, Chairman, SEC Investor Advisory Committee

5:30 – 6:30: Cocktail Reception

See last year’s list of world-class speakers