Join us on Thursday, February 28 at the Lambs Club, New York for our first breakfast briefing event of 2019. The morning event will feature a panel-led discussion and informal networking opportunities with other industry professionals.

Discussion points will include:

• Update on the evolving demands of large distributors in terms of ESG evaluation and manager selection
• How are big platforms evaluating different ESG factors and screening funds and how much is being outsourced Vs conducted in-house? What kind of products work, and what does not work?
• What are wirehouses, large RIAs and independent B-Ds doing to understand and service the diverse range of responsible investing needs among  their investor base
• Discussion on the range of tactics asset managers are employing to ensure their ESG products are selected by gatekeepers at large distribution firms
• Distributor views on launching standalone ESG products Vs integrating ESG processes into existing funds?
• What kind of tools, thought leadership, track records and support do advisers and allocators need to foster ESG adoption?

Agenda:

08:30 Registration and networking breakfast
09:10 Introductory welcome – Fund Intelligence Managing Editor Paul McMillan
09:15 Panel discussion – Getting your ESG distribution strategy right to ensure platform placement
10:00 Audience questions
10:15 Close

Moderator – Julie Mansmann, Senior Reporter, Fund Intelligence

Panelists:
Andrew Lee, Head of Americas Sustainable and Impact Investing, UBS
Nathalie Wallace, Head ESG Investment Strategy SSGA
Matt Dutro, Director,  Global Client Group, Investment Platforms & Research DWS
More speakers TBC

Biogs:

Andrew Lee, Head of Americas Sustainable and Impact Investing, UBS

Andrew joined UBS Global Wealth Management’s Chief Investment Office in July 2012 and currently serves as Head of Sustainable and Impact Investing, supporting clients with investment advice, strategy and thought leadership in these areas. He was previously Deputy Global Head of the CIO Ultra High Net Worth/Alternatives/Sustainable and Impact Investing group, with specific responsibility for the Impact Investing and Private Markets teams.

Matt Dutro, Director,  Global Client Group, Investment Platforms & Research DWS

Matt joined DWS Group in 2004 and for the past nine years he has helped develop and manage the trust and private bank channels. Prior to the current role, Matt worked with consultants across the country, responsible for educating firms and analysts on the variety of DWS solutions. Matt holds a BS from the University of Arizona, Tucson and an MBA from Roosevelt University, Chicago.

Nathalie Wallace, Head ESG Investment Strategy, Street State Global Advisors

Nathalie Wallace is the lead ESG Investment Strategist under the leadership of Rakhi Kumar, Head of ESG Investments and Asset Stewardship. For 20 years, she has lead investment teams implementing fundamental and quantitative investment processes across emerging markets equities, while overseeing asset allocation and equity portfolios for global institutional clients, with portfolio management roles at Batterymarch Financial Management, a Legg Mason affiliate, Wellington Management Company and Baring Asset Management and as a managing director at Delta Partners.