May 19, 2022
Location
Convene, 1 Liberty St, New York, NY 10006
Time
9:00 a.m. - 6:00 p.m.
Directions
Our flagship event is back in person in New York, where we will bring together practitioners, academics, partners and clients across the financial and technology space.
Who should attend:
Whether you are an asset manager, an asset owner, a wealth manager, a hedge fund, an investment bank or an ETF issuer, we have a session for you.
Summit agenda
Time | Session |
9:00 a.m. – 9:15 a.m. | Welcome and Opening Address Sebastian Ceria, CEO, Qontigo |
9:15 a.m. – 10:00 a.m. | Why Buy vs. Build Matters in FinTech Neal Pawar, COO, Qontigo |
10:00 a.m. – 10:45 a.m. | The ESG Zoo and What to Do Roberto Rigobon, Professor, MIT Sloan School of Management |
10:45 a.m. – 11:15 a.m. | Wellness Break |
11:15 a.m. – 12:00 p.m. | A Financial Approach to Managing Climate Transition Risk Beyond Carbon Sarah Hopkins, Equity Solutions, Investments, WTW David Nelson, Climate Transition Analytics, Climate and Resilience Hub, WTW |
12:00 p.m. – 12:45 p.m. | A Discussion with Sustainability Data Providers: Challenges and Opportunities in the Investment Process Philipp Aeby, CEO and Co-founder, RepRisk Sonia Berlin, Interim Head of Strategy, Clarity AI Hernando Cortina, Head of Index Strategy, ISS ESG Shila Wattamwar, ESG Retail and Wealth, Sustainalytics Chris Sturhahn, Chief Product Officer, Analytics, Qontigo (Moderator) |
12:45 p.m. – 1:30 p.m. | Lunch Break |
ANALYTICS TRACK
1:30 p.m.- 2:10 p.m.
Modeling the Impact of Climate Change and the Transition on your Investment Portfolio
Bert Kramer, Climate & ESG Solutions, Ortec Finance
David Antonio, Senior Director, Analytics Research, MAC/FI, Qontigo
2:10 p.m. – 2:50 p.m.
Systematic Factor-Based Credit Investing – From Theory to Practice
Manan Mehta, Senior Vice President, Head of Quantitative Fixed Income Research, Northern Trust
2:50 p.m. – 3:30 p.m.
What’s in a Name? In the Case of Sustainability ETFs, It’s Hard to Tell
Rob Stubbs, Senior Principal, Incubation, Qontigo
INDEX TRACK
1:30 p.m.- 2:10 p.m.
Is it Factor or is it Macro: It May Be Both
Melissa Brown, Head of Applied Research, Qontigo
2:10 p.m. – 2:50 p.m.
Thematic Investing in the Current Climate – What has Changed in 2022?
Diana Baechle, Principal, Applied Research, Qontigo
Christoph Schon, Senior Principal, Applied Research, Qontigo
2:50 p.m. – 3:30 p.m.
Quantifying and Measuring Investor Sentiment
Olivier D’Assier, Head of Applied Research – APAC, Qontigo
3:30 p.m. – 3:45 p.m. | Break |
3:45 p.m. – 4:30 p.m. | Change Andy Brown, CEO of Sand Hill East and CTO of Fintech Innovation Lab |
4:30 p.m. – 5:15 p.m. | Sustainable Alpha Andrew Ang, Managing Director, Head of Factors, Sustainable and Solutions for BlackRock Systematic |
5:15 p.m. | Happy Hour and Networking Reception (with entertainment) |
Summit presenters
Andrew Ang
Factors, Sustainable and Solutions, BlackRock
David Antonio
Research, Qontigo
Philipp Aeby
CEO and co-founder, RepRisk
Diana R. Baechle
Applied Research, Qontigo
Sonia Berlin
Strategy, Clarity AI
Andy Brown
CEO, Sand Hill East, LLCCTO, Fintech Innovation Lab
Melissa R. Brown
Applied Research, Qontigo
Sebastian Ceria
Chief Executive Officer, Qontigo
Hernando Cortina
Index Strategy, ISS ESG
Olivier d’Assier
Applied Research, Qontigo
Sarah Hopkins
Equity Solutions, Investments, WTW
Bert Kramer
Climate & ESG Solutions, Ortec Finance
Axel Lomholt
Indices & Benchmarks, Qontigo
Manan Mehta
Quantitative Fixed Income Research, Northern Trust
David Nelson
Climate Transition Analytics, Climate and Resilience Hub, WTW
Roberto Rigobon
Professor, MIT Sloan School of Management
Christoph V. Schon
Applied Research, Qontigo
Rob Stubbs
Incubation, Qontigo
Chris Sturhahn
Analytics Products, Qontigo
Neal Pawar
Chief Executive Officer, Qontigo
Shila Wattamwar
ESG Retail and Wealth, Sustainalytics
Lunch will be served and the presentations will be followed by a networking reception.
This event is free to attend and is open to investment professionals.
COVID-19
Please note that our event venue will follow the NYC COVID-19 health and safety protocols:
- Proof of vaccination or a negative test (rapid or PCR) taken within 48 hours of the meeting date is required for entry to Convene. Negative results (rapid or PCR) must be accompanied by a digital readout stating the attendee’s full name and the date and time the test was performed. See additional information here.
- This will be checked by a Convene team member on arrival.
- See the list of acceptable forms of vaccine and identification verifications.