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The 4th annual Transition-IQ Forum NYC will take a deep dive into high-priority sustainable investment themes across asset classes that enable asset owners and corporates to accelerate the low-carbon transition. 

Each year, this flagship forum brings together institutional investors, asset managers, investment consultants, family offices, banks, public companies and climate innovators to deep-dive into high-priority sustainability themes and advance the conversation around climate change risk and decarbonization strategies.

Key Themes & Discussions

Shareholder Engagement
The role of engagement in driving sustainability outcomes, new approaches to climate-related disclosure standards, measuring portfolio impact from engagement strategies.

Portfolio Decarbonization
Developing climate action plans, aligning portfolios with net-zero targets, asset class strategies making an impact on reducing the carbon emissions. 

Climate Risk Disclosure and Reporting
Assessing transition and physical climate change impacts on portfolios, climate disclosure standards and policies enabling more harmonized reporting.

Investing in Climate Solutions
Making investments in climate change solutions, opportunities created through the Inflation Reduction Act, deploying capital into climate-aligned investments across asset classes.

Natural Capital as an Asset Class
Integrating biodiversity-related risks into the investment decision-making process, financing the transition to a regenerative economy, and investing in natural capital solutions.

Energy Transition
How energy corporates are investing in low carbon solutions, financing the energy transition in a time of tax breaks and higher interest rates, and using technology to accelerate industrial decarbonization.

Private Markets
How LPs approach information requests & engagement with GPs, top private market strategies that have a measurable impact on reducing emissions across private equity, private debt and infrastructure investing.

Building Climate Resilience in Cities
New policies making U.S. cities an attractive place to develop projects that address climate resiliency including clean energy, stormwater/wastewater, transportation, and the built environment.

2024 Schedule at a Glance

All Times EDT

7:30am

Networking Breakfast

8:25AM  - 8:30AM

Welcome Remarks

8:30AM  - 9:10AM

Shareholder Engagement Efforts Moving the Needle to Reach a Decarbonized Economy: Insightful Case Studies | Federated Hermes Limited, Nordea Asset Management, Green Century Funds, Ceres

9:10AM  - 9:30AM

Executive Interview: Using Engagement to Transition Hard to Abate Industries to a Low Carbon Future | Federated Hermes Limited, JP Morgan Chase

9:30AM  - 9:55AM

Fireside Chat: NYSCRF’s Sustainable Investments and Climate Solutions Program | New York State Common Retirement Fund, Office of the New York City Comptroller

9:55AM  - 10:10AM

Evolving climate data landscape: greenhouse gas emissions data: Scope 1, 2, 3 and 4 and relevance to investor portfolios | Meketa Investment Group

10:10AM  - 10:35AM

Fireside Chat: Aligning Portfolios With Net Zero Emissions Targets | Oregon State Treasury, IMCO, McKinsey & Company

10:35AM

Coffee Break

10:55AM  - 11:20AM

Fireside Chat: A Governance Perspective on Building Mission - Aligned Investment Portfolios | Doris Duke Foundation, We Family Offices, Goldman Sachs Asset Management

11:20AM  - 12:00PM

Natural Capital as an Asset Class: Financing the Transition to a Regenerative Economy | ISS ESG, Manulife Investment Management, Agriculture Capital, McKinsey & Company

12:00PM  - 12:40PM

Breakout Sessions on Key Sustainability Themes

Track 1: Managing Water Risks in Institutional Portfolios | Federated Hermes, CDP Capital Markets, Ceres

Track 2: Accelerating Green Growth in the Built Environment | NYSERDA, NYC Accelerator, Blackhorn Ventures, NYCEEC

12:40PM - 1:40PM

Networking Lunch

Presentation: The Role of Asia and Africa in the Global Decarbonization Dilemma | MiDA Advisors

1:40PM  - 2:00PM

Fireside Chat: Financing Clean Energy & Sustainable Infrastructure: NY Green Bank’s $2 Bil in Financial Commitments | New York Green Bank, Columbia University

2:00PM  - 2:40PM

How LPs Approach Information Requests & Engagement w/ GPs  | BCG, OMERS Infrastructure, Ecosystem Integrity Fund, StepStone Group, CDP North America

2:40PM  - 3:00PM

Fireside Chat: Building Climate Resilience in Cities with Innovative Infrastructure Projects  | NYC Department of Environmental Protection, NYU-SPS Center for Global Affairs

Innovator Spotlight

3:00PM  - 3:15PM

Private Debt Financing For Community-Scale Energy Systems with Measurable Climate Impact  | Nine Dot Energy

3:15PM  - 3:30PM

Creating More Sustainable Concrete Solutions  | CarbonCure

3:30PM - 4:00PM

Coffee Networking

Testimonials

Registration Fee

DIGITAL PASS

Gain access to videos on demand.

$195.00

Complimentary admission is offered to asset allocators (pensions, foundations, endowments, family offices, private banks and investment consultants.)  Please email us at info@cleantechiq.com to register as an asset allocator.

Venue

Harvard Club of NYC
35 W 44th St
New York, NY 10036

For directions to Harvard Club, click here.

 Who Attended in 2024

Asset Owners

• APG Asset Management 
• Arch Capital Services LLC
• Capricorn Investment Group
• Christian Brothers Investment Services
• Connecticut Office of the State Treasurer
• David Rockefeller Fund
• Doris Duke Foundation
• Guardian Life
• Helmsley Trust
• IMCO
• ImpactAssets
• Maine Community Foundation
• Nathan Cummings Foundation
• New York State Common Retirement Fund
• Norcross Wildlife Foundation
• Office of the New York City Comptroller
• OMERS
• Oregon State Treasury
• Queensland Investment Corporation
• Surdna Foundation
• The Pension Boards- UCC
• UAW Trust
• United Nations Joint Staff Pension Fund
• Washington State Investment Board

Investment Consultants

• Cambridge Associates
• Hamilton Lane
• McKinsey & Company
• Meketa Investment Group
• Mercer
• StepStone Group

Wealth Managers

• Bank of America Merrill Lynch
• Citi Global Wealth Investments
• Fiduciary Trust International
• Jordan Park
• UBS Global Wealth Management
• Veris Wealth Partners
• We Family Offices

Asset Managers

• BNP Paribas Asset Management
• Domini Impact Investments
• DSC Meridian Capital
• DWS
• Federated Hermes
• Goldman Sachs Asset Management
• Green Century Funds
• Impax Asset Management
• KBI Global Investors
• Manulife Investment Management
• Nordea Asset Management
• Pictet Asset Management
• Semper Capital Management
• Shelton Capital Management
• SJF Ventures
• Tiger Infrastructure Partners

Interested in sponsorship or speaking opportunities?