Generating Alpha NYC | November 13th, 2025
ESG as a Core Driver of Institutional Portfolio Performance
ESG as a Core Driver of Institutional Portfolio Performance
ESG as a Core Driver of Institutional Portfolio Performance
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PROGRAM SPONSORS
NETWORKING PARTNERS
AGENDA
7:40-8:40 AM | Registration and Networking Breakfast
8:40-8:45 | Opening Remarks
8:45-9:15 | Keynote Presentation
ESG and Alpha: Perspectives from a Sovereign Investor Fund
Presenter:
Winston Ma, Investor, Attorney, Author, and Adjunct Professor & Former Managing Director, China Investment Corporation
9:15-9:35 | Topic Briefing: State of Play
ESG Integrations, The Third Era
Presenter:
Bahar Gidwani, CFA, FSA, Co-founder & CTO, CSRHub
9:35-10:10 | Armchair Chat
ESG and Alpha: Causation Versus Correlation as an Obstacle to Full Integration
Moderator:
Bahar Gidwani, CFA, FSA, Co-founder & CTO, CSRHub
Panelists:
Joshua Linder, CFA, Credit Analyst, Fixed Income, APG, Asset Management US Inc.
Mark Hays, Director of Sustainable and Impact Investing, Glenmede Trust Company
Michael Carty, Investment Expert
10:10-10:45 | Panel Discussion
Due Diligence: Outlook for ESG
Moderator:
Alexis Kwon, Managing Director, AIMA
Panelists:
Chad Hagan, Founder, Hagan Capital Group & Hagan Foundations
Tim Kavanaugh, Director of Investments, Mercy Investment Services
Richard Zimmerman, Advisor, WE Family Offices
10:45-11:20 | Networking Break
11:20-11:55 | Panel Discussion
Intergenerational Sustainability: A Look at a Core Value Shift and Its Impact
Moderator:
Ed Mullane, Editor, Activist Monitor
Panelists:
Sonia Ruiz, Consultant, Manager Research, RVK, Inc.
Eric Israel, Financial and ESG Executive, ISOS
11:55-12:30 | Presentation
Portfolio Construction: Building an Investment Case for a Real Estate Portfolio
Presenter:
Marcel Jeucken, Founder & CEO, SustFin Ltd.
12:30-1:30 | Networking Luncheon
1:30-2:05 | Interview
Risk Versus Performance: Outlook for ESG
Interviewer:
Larry Beeferman, Director, the Pensions and Capital Stewardship Project, Fellow at the Labor
and Worklife Program, Harvard Law School
Interviewee:
Macelo Jordan, Senior Portfolio Manager, ESG, World Bank Special Fund
2:05-2:40 | Panel Discussion
The Convergence of ESG and Activism: What Boards Need to Know About ESG Risk
Moderator:
Carol Nolan Drake, Founder and CEO, Carlow Consulting
Panelists:
Ethan Powell, Founder & CEO, Impact Shares
2:40-3:15 | Interview
Integration of ESG into Passive Investments: A Case Story
Interviewer:
Interviewee:
Juan Lois, Manager of Impact Investments, Wespath Benefits and Investments
3:15-3:45 | Networking Break
3:45-4:20 | Panel Discussion
More than Financial Returns: The Business Roundtable and Related Debate
Moderator:
Panelists:
Michael Garland, Corporate Governance and Responsible Investment, Office of New York City Comptroller
4:20-4:55 | Panel Discussion
Connecting ESG Factors to Financial Performance: Identifying the Impact
Moderator:
Will Relle, Responsible Investment Consultant Associate, Mercer
Panelists:
Jeff Cohen, Institutional Product Strategist, SASB
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co.
Bill Davis, Founder and Portfolio Manager, Stance Capital
4:55-5:30 | Closing Remarks
5:30 | Program Adjourns; Networking Reception Begins
SPEAKERS
DELEGATES
Mariela Vargova
Ph.D, Senior ESG and Impact Investing
Professional
New York, NY
Leon Nauta
Senior ESG Advisor
RepRisk USA Inc.
New York, NY
Michael Muyot
CEO
CRD Global LLC
New York, NY
Michael Creighton
SVP Product Development
Citco Fund Services (USA) Inc.
New York, NY
Michael Carty
Investment Expert
New York, NY
Will Relle
Responsible Investment Consultant
Mercer
Boston, MA
Juan Lois
Manager of Impact Investments
Wespath Benefits and Investments
Chicago, Illinois
Marcelo Jordan
Senior Portfolio Manager, ESG
World Bank Special Fund
Washington, D.C.
Marcel Jeucken
Founder and CEO
SustFin Ltd.
Utrecht, Netherlands
Tim Kavanaugh
Director of Investments
Mercy Investment Services
St. Louis, Missouri
Mark Hays
Director of Sustainable and Impact Investing
Glenmede Trust Company
Philadelphia, PA
Joshua Linder
CFA, Credit Analyst, Fixed Income, APG
Asset Management US Inc.
New York, NY
Winston Ma
Investor, Attorney, Author, and Adjunct Professor in Data Tech and Former Managing Director
China Investment Corporation
New York, NY
Sonia Ruiz
Consultant – Manager Research
RVK, Inc.
Portland, OR
Alexis Kwon
Associate Director
AIMA
New York, NY
Jeff Cohen
Institutional Product Strategist
SASB
San Francisco, CA
Richard Zimmerman
Partner
WE Family Offices
New York, NY
Michael Garland
Assistant Comptroller – Corporate Governance and Responsible Investment
Office of New York City Comptroller
New York, NY
Chadwick Hagan
Co-Founder, Senior Advisor
Hagan Capital
New York, NY
Bonnie-Lyn de Bartok
Founder & CEO
The S Factor Co.
Toronto, Canada
Bill Davis
Founder & Managing Director
Stance Capital
Boston, MA
Ethan Powell
Founder and CEO
Impact Shares
Frisco, Texas
Ed Mullane
North America Editor
Activistmonitor, Acuris
New York, NY
Larry W. Beeferman
Fellow, Labor and Worklife Program
Harvard Law School
Cambridge, MA
Mitchell Rabin
Advisory Board Member
Ethical Markets
New York, NY
Bahar Gidwani
CTO and Co-Founder
CSRHub
New York, NY
Eric Israel
Financial & ESG Executive
Skytop Contributing Author
New York, NY
Carol Nolan Drake
Corporate Governance, ESG and Diversity, and Federal Relations Attorney and Author
Carlow Consulting, LLC
Columbus, OH
VENUE - Skytop Studio
Rockefeller Center
Near Skytop Studio, Rockefeller Center is a national historic landmark in the heart of Midtown Manhattan. Home to Top of the Rock Observation Deck, NBC Studios, Radio City Music Hall and much more. Shop, dine and explore at one of New York's most inspiring locations.
St. Patrick's Cathedral
St. Patrick's Cathedral is the most recognizable cathedral in New York. It is the largest neo-Gothic Roman Catholic cathedral in the United States. For those who love architecture and history, for those who worship, and for those who enjoy a place of beauty, St. Patrick's Cathedral is a magnificent place to visit.
United Nation
Tour the United Nations. This offers an exciting opportunity to discover the UN Headquarters as you journey through the corridors of international diplomacy. Learn about the history and work of the United Nations and visit the famous General Assembly Hall and Security Council Chamber.
Grand Central Terminal
Grand Central Terminal is the world’s largest train station and certainly worth a visit. See the Main Concourse in all its grandeur! From fine dining to classic cocktail bars to casual restaurants, there are 35 dining options. Shop at 65 shops, from brand names to unique, local brands.
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