Annual Summit

Qontigo Investment Intelligence Summit: New York

Together in ‘22

May 19, 2022

Convene, 1 Liberty St, New York, NY 10006

9:00 a.m. - 6:00 p.m.


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

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


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


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, LLC
CTO, 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 Operating 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.


Please note that our event venue will follow the NYC COVID-19 health and safety protocols: