This two-day online summit is designed for investment management professionals in particular, Family Office, Investment Managers, Financial Advisors, Wealth Managers and Discretionary Asset Managers. Join the discussion and don’t miss out on the opportunity to have your questions answered by industry experts, visionaries and thought leaders!

Access is free, just select a track below and register for your preferred sessions.

April 18, 2018 4:00am EDT

As we close our books on Q1, thought leaders will discuss their outlooks for Q2, including a focus on ESG...

April 19, 2018 4:00am EDT

As the industry shifts to require ESG & Socially Responsible Investing principles in their portfolios, this track will help investors...

Featured Presenters

Amy Larkin

Author & Consultant

Bruno Bastit

Corporate Governance & Sustainable Investment Specialist

Quetzal Strategy - ESG Advisors

Emily Steinbarth

Quantitative Research Analyst

Russell Investments

Guido Giese

Executive Director, Equity Applied Research


Mark Lewis


Task Force on Climate-related Financial Disclosures (TCFD)

Will Martindale

Head of Policy

Principles for Responsible Investment (PRI)

Erik Breen

Director of SRI

Triodos Invesment Management

My-Linh Ngo

Head of ESG Investment Risk

BlueBay Asset Management

Martin Schoenberg

Energy Efficiency Project Coordinator


Special thank you to our sponsors!




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