Agenda:
New York, N.Y.  |  April 10, 2025 

7:30AM-8:30AM   NETWORKING BREAKFAST

8:30am Keynote: How Investors Must Consider Climate Extremes, Tail Risks, Climate Impacts, and Adaptation

Speaker:

  • Radley Horton, Professor of Climate, Columbia Climate School

8:45am Taking the Pulse on Sustainable Investing & Climate Policy: Do we need to talk about climate investing differently?

  • What is the future of the energy transition under a new administration?
  • How investors incorporate climate risks and opportunities in portfolio construction across asset classes.
  • The  need a greater heavy focus on breakthrough technologies and climate removals, to change the game on the climate transition.
  • Linking ideas around adaptation, technology, and the intersection of climate and security.

Speaker:

  • Aniket Shah, PhD, Managing Director, Global Head of Sustainability & Transition Strategy, Jefferies
  • Dr. Carolyn Kissane, Associate Dean and Clinical Professor, Faculty Head of the Energy and Environmental Policy Concentration NYU-SPS Center for Global Affairs
  • Head of US Policy, UN PRI (TBC)

9:15am Engaging with Key Industries in the Transition to a More Sustainable Future

  • What is the business case for companies to set emissions targets and develop transition plans?
  • Successfully engaging with high emitters: better disclosure, decreased emissions, credible transition plans, labelled debt issuance, etc.
  • What are the most important steps for investors to take in order to mitigate their exposure to climate change risks and encourage supportive public policies for disclosure?
  • How do investors incorporate impact, including alignment with SDGs, to meet engagement goals and resulting in real-world outcomes?
  • Measuring the impact of engagement activities and avoiding greenwashing.
  • How AI can address greenwashing concerns.

Speakers:

  • Paula Luff, Director of Sustainability Research and Engagement, DSC Meridian Capital
  • Catherine Turullols, Director, Sustainable Investing Specialist for North America, Citi Private Wealth
  • Elizabeth Jackson, Senior Research Analyst, Sustainable Investing, Russell Investments
  • Tom Shingler, Senior Vice President, ESG Practice Leader, Callan (moderator)

10:00 AM – 10:30AM NETWORKING BREAK

10:30AM Private Market Strategies Dedicated to Supporting the Climate Transition & Resilience

  • Supporting the scale-up of climate transition technologies throughout the capital stack: venture, PE, infrastructure, and credit.
  • Emerging sustainability themes being incorporated into infrastructure investing.
  • Incorporating sustainability into the diligence process and engaging with investees to measure portfolio impact.
  • New business models enabling the deployment of climate resilient infrastructure projects.
  • The future of clean energy tax credits and potential risks related to policy changes.
  • Building resilience in critical infrastructure and financing resiliency projects with private capital.

Speakers:

  • Michael Cappucci, Managing Director - Compliance and Sustainable Investing, Harvard Management Company
  • Marijn Schuurs, CFA, Principal, Infrastructure & Real Assets, Stepstone Global
  • Eric Hsueh, Director of Investments, Veris Wealth Partners
  • Alexis Trittipo, Partner, McKinsey & Company (moderator)

11:15AM Sustainable Investment Opportunities in Emerging Economies

  • Accelerating the transition of hard-to-abate sectors (ie. steel, cement, agriculture) in emerging economies. 
  • Opportunities for growth through infrastructure investment and the demand for critical energy transition minerals in developing economies. 
  • How companies are managing global supply chains for biodiversity protection and resilience.  
  • How issuers address greater demand for transparency on climate and biodiversity risks in emerging markets. 

Speakers:

  • Maria Persson Gulda, Chief Technology Officer, Stegra
  • Ryan Malloy, Sustainable Investing Research Analyst, Fiduciary Trust International
  • Jack Nelson, Senior Portfolio Manager, Stewart Investors
  • Caroline Flammer, Professor of International and Public Affairs and of Climate, Columbia University (moderator)

12:00PM Incorporating Climate Transition & Values-Aligned Investing in Portfolio Construction (Case Study Presentations)

  • How do you report to your stakeholders on the impact outcomes and climate change risk of your portfolio investments?
  • How is your foundation tracking its impact and aligning metrics between its grant programs and investments?
  • A multi-asset approach to climate transition investing

Speakers:

  • Chex Yu, Client Solutions Group, Asset and Wealth Management, Goldman Sachs
  • Karen Sunderam, Investment Strategist, ImpactAssets Capital Partners
  • Elena Ladygina, CFA, CFP®, Senior Advisor, 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

  • How are investors thinking about the structural risk of constrained energy supply when examining energy-intensive investment opportunities like AI-driven applications and industrial decarbonization?
  • Understanding private market funding stages for climate tech and key differences between corporate and venture investors.
  • Beyond climate, opportunities in wastewater treatment, sustainable packaging, reducing plastic pollution, food waste, and addressing deforestation.
  • Key considerations for green data centers: location, power procurement, willingness to pay a premium for green power, and data center buildout plans.

Speakers:

  • Chris Creed, Partner and Chair of the Credit Investment Committee, Galvanize Climate Solutions
  • Cedric Lucas, Partner, Infrastructure Investing, Energy Transition & Circular Economy, Goldman Sachs
  • Dawn Owens, Head of Development and Commercial Markets, Fervo Energy
  • Gissell Lopez, Executive Director, Corporate Advisory - Sustainable Solutions, J.P. Morgan
  • Hannah Friedman, Head of Partnerships, Mark1 (moderator)

2:10PM Driving the Industrial Renaissance: Decarbonization, Energy Demand and the New Economy

  • How the energy transition is reshaping industrial supply chains and infrastructure
  • The role of corporate decarbonization in driving long-term competitiveness
  • Aligning capital with emerging demand from reshoring, industrialization and clean energy

Speakers:

  • Samuel Feinstein, Partner, Apollo Global Management, President, Apollo Clean Transition Capital in conversation with Edward Stones, Business VP in Energy and Climate, Dow

2:40PM Innovative Finance Driving Resilience in the Real Economy + Carbon-to-Value Project Presentation

  • Building resilience in critical infrastructure and financing resiliency projects with private capital.
  • Opportunities in a constrained energy supply environment: AI, data centers, industrial resource efficiency.
  • Unlocking financing for low carbon and waste-to-value projects.
  • How are innovators working with hard-to-abate industries to decarbonize their operations and increase profitability?
  • How are the climate-related benefits of projects reported to key stakeholders and investors?

Speakers:

  • James Mackey, CFO, Air Company
  • Kaitlin Butler, Vice President, Business Development, New York Green Bank
  • Micah Kotch, Partner, Blackhorn Ventures
  • Isabel O’Brien, Editor in Chief, Portco News (moderator)

3:15PM CONCURRENT BREAKOUT SESSIONS:

Private Equity Data for Decarbonization and Value Creation

  • What are the leading private market strategies that are enabling asset owners to decarbonize portfolios and build financial value?
  • What tools are helping LPs gain transparency into the underlying emissions of their portfolio, the trajectory of those emissions, and the nature of decarbonization plans?
  • How private equity firms leverage AI for efficiency and competitive advantage

Speakers:

  • Radhika Mehrotra, Associate Director, Capital Markets, CDP North America
  • Yardley Peresman, Principal, Impact and Sustainability, Apollo Global Management
  • Max Messervy, Independent Sustainable Investment Consultant (moderator)

The Impact of Regenerative Agriculture on Carbon Sequestration

  • How can the agriculture industry increase its level of carbon sequestration through regenerative agriculture practices?
  • Implementing regenerative agriculture strategies that generate healthier soil, greater yield & healthier food supply chains while reducing carbon emissions.
  • How can investors successfully integrate their interest in regenerative agriculture themes into their engagement and investment strategies?

Speakers:

  • John Evangelista, Vice President, SLM Partners
  • Tim Kingsbury, CFP, Advisor, Veris Wealth Partners
  • Rajiv Singh, Founder and Managing Partner, New Epoch Capital
  • Alissa Peterson, Co-Founder, SeaAhead

3:55PM Coffee Networking & Light Refreshments

4:30PM END