Leading the Way on ESG Investment




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Leading the Way on ESG Investment

July 22, 2021 @ 12:00 pm - 1:00 pm EDT

In today’s rapidly evolving economy, major companies are expected to manage investor expectations and take a proactive approach to ESG policies and data transparency. Integrating ESG issues into the investment process is critical to promoting sustainable long-term competitive success and growth that benefits companies, investors, and consumers.

On July 22nd, join us for a virtual panel discussion titled “Leading the way on ESG Investment” composed of executives discussing Environmental, Social and Governance (ESG) related policies and practices and their impact on company performance.  

Panelists will share their experience and expertise on the following topics:

  • How to prioritize and incorporate investing approaches that promote long-term financial growth and align with company values
  • Responses to calls from investors and stakeholders for increased transparency and accountability
  • How to measure the impact of operations on society, gender equality and the environment

Meet the Speakers:


Matt Orsagh, Senior Director of Capital Markets Policy | As Senior Director, Capital Markets Policy at CFA Institute (CFAI) Matt uses his global knowledge of corporate governance and ESG (environmental, social and governance) issues to best inform CFA Institute strategic planning and research in these areas. He is  also a resource to a global network of more than 150 CFA societies on issues pertaining to sustainable investing, socially responsible investing (SRI) and ESG analysis. Matt possesses nearly twenty years relevant work experience in the areas of ESG analysis, ESG integration, executive compensation analysis, equity investment analysis, materiality analysis, and climate change integration. Matt’s work encompasses  research, blogs, third-party articles and public speaking appearances at conferences, on television, radio and social media. He is a chartered financial analyst and possesses a certificate in investment performance measurement. Matt earned his Master of Finance from Georgia State University.


Carol Jeppesen, Head of US, Signatory Relations for the United Nations supported Principles for Responsible Investment | Carol is responsible for PRI’s largest institutional investor market. PRI is recognized as the world’s leading proponent of responsible investment, supporting a global network of more than 4,000 investor signatories, representing over $100 trillion in AUM, with the incorporation of ESG factors into investment decision making and stewardship. Carol has been influential in the growth of RI & ESG integration practices in the US over the past 5 years. She joined PRI in 2015 to establish the organization’s first US office. Since that time, PRI’s US presence has more than quadrupled to over 800 signatories, including public and corporate pension funds, state and municipal treasuries, educational endowments, foundations, healthcare systems, investment managers, consultants and data providers, representing approximately 20% of PRI’s signatory base and close to 50% of PRI’s AUM, globally. Additionally, PRI has expanded its US presence to include professionals in New York, Chicago, San Francisco and Washington, DC.


Melissa Menzies, Associate Director, Sustainable Finance | Melissa joined Scotiabank’s Sustainable Finance group from an ESG ratings and research firm, where she was responsible for assisting issuers, underwriters and companies with sustainable finance transactions across the Americas and EMEA markets. She also brings experience advising corporate clients on their sustainability performance and supporting corporate sustainability benchmarking. Melissa has a Master of Environmental Studies in Sustainability Management from the University of Waterloo.




July 22, 2021
12:00 pm - 1:00 pm EDT
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