The 5th annual Transition-IQ Forum NYC will take a deep dive into high-priority sustainable investment and engagement themes across asset classes that enable asset owners, asset managers 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 project developers to deep-dive into high-priority sustainability themes and advance the conversation around climate change risk, decarbonization strategies, and climate adaptation and resilience.
Key Themes & Discussions in Transition-IQ’s 2025 Forums
- Engaging with key industries in the transition to a more sustainable future.
- Innovative finance driving decarbonization & climate resilience.
- Private market strategies dedicated to supporting the climate transition.
- Sustainable investment opportunities in emerging economies.
- How companies address physical climate risk & adaptation planning.
- Investing at the intersection of AI, energy, circular economy, and industrial efficiency.
- How companies are evaluating climate-related financial risks.
- Portfolio construction & values-aligned investing.
- Impact of regenerative agriculture on carbon sequestration.
- Private equity data for decarbonization and value creation.
Schedule at a Glance
All Times EDT
7:30AM-8:30AM
NETWORKING BREAKFAST
8:30AM
Keynote: How Investors Must Consider Climate Extremes, Tail Risks, Climate Impacts, and Adaptation | Columbia Climate School
8:45AM
Expert Insight into the Climate Policy Environment | Taking the Pulse on Sustainable Investing | Jefferies, NYU-SPS Center for Global Affairs
9:15AM
Engaging with Key Industries in the Transition to a More Sustainable Future | DSC Meridian Capital, Citi Private Wealth, Russell Investments, Callan
10:00AM – 10:30AM
NETWORKING BREAK
10:30AM
Private Market Strategies Dedicated to Supporting the Climate Transition | Harvard Management Company, Stepstone Global, Veris Wealth Partners, McKinsey & Company
11:15AM
Sustainable Investment Opportunities in Emerging Economies | Stegra, Fiduciary Trust International, Columbia University, Stewart Investors
12:00PM
Incorporating Climate Transition & Values-Aligned Investing in Portfolio Construction (Case Study Presentations): Goldman Sachs, ImpactAssets, Veris Wealth Partners
12:30PM – 1:30PM
NETWORKING LUNCH
1:30PM
Investing at the Intersection of AI, Energy, Climate Resilience, and Circular Economy + Green Data Center Project Presentation | Galvanize Climate Solutions, Goldman Sachs, Fervo Energy, J.P. Morgan
2:10PM
Driving the Industrial Renaissance: Decarbonization, Energy Demand and the New Economy | Apollo Clean Transition Capital, Dow
2:40PM
Innovative Finance Driving Resilience in the Real Economy + Carbon-to-Value Project Presentation | Air Company, New York Green Bank, Blackhorn Ventures
3:15PM
CONCURRENT BREAKOUT SESSIONS
Private Equity Data for Decarbonization and Value Creation | CDP, Apollo Global Management
The Impact of Regenerative Agriculture on Carbon Sequestration | SLM Partners, Veris Wealth Partners
3:55PM
Coffee Networking
4:30PM
END
2025 Speakers
Aniket Shah
Caroline Flammer
Carolyn Kissane
Chex Yu
Chris Creed
Gissell Lopez
Paula Luff
Radley Horton
Samuel Feinstein
Tom Shingler
Dawn Owens
Edward Stones
Radhika Mehrotra
Michael Cappucci
Alexis Trittipo
Maria Persson Gulda
Marijn Schuurs
Yardley Peresman
Micah Kotch
Karen Sunderam
Elena Ladygina
Brad Keith
Tim Kingsbury
Ryan Malloy
Eric Hsueh
Catherine Turullols
Jack Nelson
Elizabeth Jackson
Cedric Lucas
John Evangelista
James Mackey
Lee Backhouse
Hannah Friedman
Kaitlin Butler
Max Messervy
Feedback from past attendees
“After attending a number of these events, I felt the type of sessions, speakers, and content were relevant and kept the audience engaged. The event timing, flow, and pace was appreciated”
- CIO, Public Pension with $50B in assets
“Thank you for the invite and the work to include sessions that focused on an area I felt comfortable in my expertise. I felt that there was a strong group of investors and managers at the event and the conversations were quite good. I appreciate the effort made to put it together.”
- Senior Director, investment consultant, $569B of assets under advisement
“Thanks for including me in Transition-IQ Forum. I had a great time and thought it was very well run. As always, you attracted an interesting and diverse mix of speakers and topics.”
- Managing Director, university endowment with $50B in assets
Registration Fee
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.
2025 Participating Asset Allocators
- APG Asset Management
- Azarine
- Baird Wealth
- Callan
- CalSTRS
- Citi Private Wealth
- Church Investment Group
- Fiduciary Trust Int’l
- Goldman Sachs Wealth Mgmt.
- Hamilton Lane
- Harvard Management Co.
- ImpactAssets
- JP Morgan Private Bank
- MassMutual
- McKinsey & Company
- Nord/LB
- Norcross Wildlife Foundation
- Russell Investments
- Stepstone Global
- UN Joint Staff Pension Fund
- Veris Wealth Partners
- We Family Offices
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
Venue
Harvard Club of NYC
35 W 44th St
New York, NY 10036
For directions to Harvard Club, click here.