Responsible Investment NYC Forum New York | May 9, 2023 Request Agenda

Our Responsible Investment series is comprised of local peer learning-focused events exclusively for the institutional and HNW wealth management community with a specific focus on allocations to responsible investments, sustainable finance, and ESG.

Each forum is developed through extensive interaction with the local private wealth and institutional investment communities. This includes senior-level investment decisionmakers representing public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, investment consultants, OCIOs, family offices, wealth managers, and private banks.

We provide a platform for peer-to-peer knowledge exchange for the institutional and wealth management communities with focus on allocations to responsible investments in a closed-door environment. Our content is constantly updated to reflect the latest in impact-driven, alpha-generating investment strategies across the entire capital markets spectrum, spanning from initial allocations to managing multi-billion-dollar portfolios.

Advisory Board

Dail St Claire, Member of Investment Advisory Committee, New York State Common Retirement Fund, Financial Advisor, Episcopal Church Foundation, Chief Strategist, ESG Investments, Amalgamated Bank

Jeremy Wolfson, Chief Investment Officer, Los Angeles Water & Power Employees' Retirement Plan

Michael McCauley, Senior Officer, Investment Programs & Governance, Florida State Board of Administration

Jeff Gitterman, Partner & CEO, Gitterman Wealth Management

Bud Sturmack, Co-CIO & Partner, Perigon Wealth Management

Karin Anderson, Director, Credit Manager Research, Willis Towers Watson

Peggy Flynn, Director of Pension Management, Consolidated Edison Company of New York, Inc


Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

• Regulation & Responsible Investing — Upcoming Headwinds Defining the Future of ESG

• Responsible Investing in Fixed Income

• Data Interpretation in Responsible Investing

• Responsible Investing in Equities

• Preparing for Net Zero Portfolios

• Thematic Investing and Building a Framework on Values

• Investing in Energy Infrastructure

• Responsible Investing in Real Assets

• The Future is Bright—Energy Transition and ESG Outperformance


Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.


75 Rockefeller Plaza
New York, New York
USA 10019


Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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