Resolved! The USA Will Move Forward Despite the Administration’s Cancellation of the Cop 21 -the Paris Accord

“Resolute!” – The root of the word comes down to us from the ancient Latin, meaning (over many centuries) to decide on and stay with a course of action.  We’re seeing that these days in the “resolve” of the US corporate community, in the resolute actions of many cities and municipalities, in the actions of a growing number of US states, and among institutional investors of all types, shapes and forms.

Their resolution?  To stay the course on addressing climate change issues as the Trump Administration swerves off the road and into the ditch with the abandonment of the COP 21 Paris Accord by the national government of the United States of America.

In our brief Top Story, we see comment highlights from an Environmental Leader conference, with experts Phil Pinson and Tim Porter.  The pair looked at White House actions and changes within US EPA and Department of Energy and observed that what actions and issues had in common now was “uncertainty” as to the future course of action.

What’s driving sustainability now without the official “push” of our national governmental infrastructure?  For companies: compliance; corporate mission; business performance; employee satisfaction; industry (peer) recognition…and this means (they said at the conference) companies are holding firm with 50% of those surveyed are showing no change in budgeting for sustainability.

At G&A Institute, we’re seeing many positive trends from 2016 and earlier holding fast even with speed bumps thrown up — like exiting the Paris Accord and being in the same category now as Syria and Nicaragua as national holdouts!

During 2016, G&A Institute Chair Hank Boerner assembled the trends that were driving Corporate Sustainability and Sustainable Investment forward — most are still powerful, positive drivers for change.  Trends Emerging! Looking Ahead of the Curve at ESG, Sustainability, CR, SRI Progressis available for you with our compliments — you can download your copy of Hank’s collected commentaries at:  http://bit.ly/TrendsConverging

Readers will continue to receive updates on the book’s content as conditions warrant — Hank shared his perspectives on the post-Paris environment with readers.

Send us your views on the post-Paris environment as the corporate, public, social and investment sectors continue to move forward.

Top Stories This Week…

Sustainability Will Endure Despite Trump’s Approach, Experts Say
(Monday – June 12, 2017)
Source: Environmental Leader – In the era of Trump, will the practice of sustainability remain a business priority? The answer is that 73% of companies expect their commitment to be the same while 21% plan to increase their involvement. Only 7.7% plan to…

Meet Donald Schepers, PhD – Associate Dean, Zicklin School of Business; Professor Of Management, Baruch College/CUNY @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Donald Schepers, PhD
Associate Dean, Zicklin School of Business; Professor Of Management, Baruch College / CUNY
TOPIC: Welcoming Remarks

 

* * * * * * * *
CAREER BACKGROUND: DONALD SCHEPERS, PHD

Donald H. Schepers is Associate Dean of the Zicklin School of Business and Professor of Management at Baruch College, City University of New York. Dr. Schepers teaches Social and Governmental Environment of Business, Corporate Governance, and Business Ethics to MBA and Executive MBA programs. Dr. Schepers also teaches Strategic Planning and Control in the Baruch/Mt. Sinai Healthcare Administration MBA program.

He is frequently called on for his expertise is:

  • corporate political campaign activity and disclosure;
  • corporate governance and codes of conduct;
  • socially responsible investing;
  • The impact of non-governmental organizations on business policy.

Professor Schepers has published in Organizational Behavior and Human Decision Processes; Business and Society Review; Business and Society; Journal of Business Ethics; Human Resource Management Review; Corporate Governance; and, Journal of Behavioral and Applied Management.  He has numerous cases and book chapters to his credit.

He is a member of the Society of Business Ethics; the Academy of Management; the Eastern Academy of Management; the International Society for Business, Economics and Ethics; and, the International Association of Business and Society.

Prior to receiving his PhD, he taught high school science and mathematics, and was President of the Marianist Retreat and Conference Center, a small non-profit conference center outside St. Louis, Missouri. He holds an MBA from Tulane University; a Masters of Divinity from St. Michael’s Faculty of Theology, University of Toronto; and, a Master’s of Science in Business Administration and a PhD in Business Administration from the University of Arizona.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Hank Boerner, Chairman & Co-Founder, Governance & Accountability Institute @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Hank Boerner
Chairman & Co-Founder, Governance & Accountability Institute, Inc.
Topic:  Introduction to Corporate ESG Strategies, Performance, Actions — What is Corporate ESG & Why It Really Matters to Shareowners

* * * * * * * *

CAREER BACKGROUND: HANK BOERNER
Henry (Hank) Boerner is Chairman and Chief Strategist of Governance & Accountability Institute, Inc., a New York-based (for-profit) research, knowledge management, advisory and strategies service provider.  The company serves clients in the corporate sector, in capital markets organizations and organizations in the not-for-profit sector.

Hank leads the Institute team’s client engagements dealing with client engagement in such areas as sustainability, corporate responsibility, corporate governance, issue management, crisis management, disclosure, and strategic corporate communications.

During his career he has been a business & financial journalist, corporate manager, corporate strategist, issue management consultant, and senior level strategy advisor. For 30 years he has provided corporate and investment community clients with issues management strategies, advice and programs.

Hank’s current work is focused on identifying and addressing ESG issues (corporate environmental, societal, governance performance factors) and assisting corporate managements in developing their ESG strategies, organizing teams and initiatives, coaching executives, and facilitating disclosure and structured reporting on the progress of the company’s sustainability journey.

Hank was a managing partner in the Rowan & Blewitt management consulting organization for two decades before co-founding the Institute.  (The Rowan & Blewitt issue and crisis management practice served Fortune 100 clients,  and was acquired by Interpublic Group of Companies – NYSE:IPG.)

Hank is active in key professional organizations including: the US Forum for Sustainable & Responsible Investing (US SIF); its analyst network, SIRAN; the National Association of Corporate Directors (NACD); New York Society of Securities Analysts (NYSSA – he is chair of the Sustainable Investing Committee); and,  the National Investor Relations Institute (NIRI).  He was recognized by the NACD in the prestigious Directorship 100 ranking, in 2011 and 2012 as one of “people to watch in corporate governance affairs.”

He serves on the Global Advisory Council of Cornerstone Capital Group, a New York-based financial services firm that applies sustainable finance across the capital markets (investment consulting, investment banking).  Principal:  Erika Karp, former head of global research, UBS.  Information at  http://cornerstonecapinc.com/bios/hank-boerner/

Hank has been a contributing editor for Corporate Finance Review ( a journal for CFOs and corporate finance managers) published by Thomson Reuters) from 2002 to 2015, commenting on trends in corporate governance, sustainability and related issues.  He now provides this commentary to T-R’s “Accounting & Compliance Alert” service. He has authored commentaries for Financial Times, Bloomberg BNA, and numerous print and digital platforms.  He is co-author of “Strategic Governance – Enabling Financial, Environmental & Social Sustainability,” published in 2010.  His current boo — “Trends Emerging — a Look Head Ahead of the Curve in ESG / Sustainability / CR / SRI”  will be published in July 2016.

Earlier in his career, Hank was a board-elected officer and head of communications of the New York Stock Exchange, managing NYSE communications and advising listed companies on timely disclosure, transparency and disclosure and reporting. At the start of his corporate career, he was American Airlines’ national corporate responsibility officer; later, he was a senior communications officer of the NY Metropolitan Transportation Authority.

He served as staff advisor in New York Governor Nelson A. Rockefeller’s administration, and later, provided counsel pro bono to Governor Mario M. Cuomo and Attorney General and then Governor Eliot Spitzer. Presently, he is informal advisor to New York State Comptroller Thomas DiNapoli, sole trustee of the New York State Common Fund, the retirement system for public employees throughout the state.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Louis Coppola, EVP & Co-Founder, Governance & Accountability Institute @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Louis Coppola
Executive Vice President & Co-Founder, Governance & Accountability Institute, Inc. Topic:  Bridging the Perceived Gap Between Sustainability & Profitability:
Materiality, Risk Management & How Top and Bottom Lines Are Affected

* * * * * * * *
CAREER BACKGROUND: LOUIS COPPOLA
Louis Coppola is EVP and a co-founder of Governance & Accountability Institute, a New York based sustainability consulting, research and advisory firm. He also serves on the Board of Directors for The Global Sourcing Council, a global non-profit focused on educating and inspiring sustainability in sourcing and supply chains.

Louis focuses particularly on providing advice to corporate and investor clients related to sustainability strategy, disclosure (reporting), investment and performance.

G&A Institute is the exclusive Data Partner for GRI for the United States, United Kingdom and Republic of Ireland.  Lou directs the Institute’s relationship with GRI including the activities around the Data Partner relationship, “Organizational Stakeholder” (OS) relationship, and several joint research publications.

Lou is a co-chair of the Social Investment Forum’s (SIF) – Sustainable Investment Research Analyst Network’s (SIRAN) Sustainable Education and Company Engagement (SECE) committee.  He is also an active New York Society of Securities Analyst (NYSSA), Sustainable Investing Committee steering member.

Lou is frequently called on by the media, academics, and industry to contribute to articles, speak on panels, and present his ideas on ESG & Sustainability related topics.  He also coordinates the Institute’s various public research projects such as “Sustainability – What Matters?“, and studies of sustainability reporting external assurance practices in collaboration with GRI, Bloomberg, and the big four accounting firms.

Louis contributed to the US section of “Carrots & Sticks III“, a collaborative publication with GRI, KPMG, UNEP, Centre for Corporate Governance in Africa and various other stakeholders.  The report analyzed the growing number of sustainability reporting policies and guidance from countries around the world.

Louis is an adjunct professor at the Bard M.B.A in Sustainability NYC campus teaching courses on business pragmatics of sustainability focusing on disclosure standards and analysis of sustainability reports.

Louis is expert at translating concepts related to current and emerging technology to readily accessible tools and resources. He plays the lead role in the research, recommendation and deployment of all technology including interactive Web platforms, content management systems, e-distribution, automated intelligence gathering, and other solutions to meet the “command and control” needs at G&A Institute.

Prior to forming the Institute, Louis Coppola worked as an Account Executive – Information Technology for Rowan & Blewitt, a global crisis management and issues management consulting firm that was under the corporate umbrella of Interpublic Group (NYSE:IPG).  The firm’s clients were Fortune 100 and multinational companies. Louis was responsible for managing the technological implementation of the crisis and issues management strategies for Rowan & Blewitt.

Louis Coppola was graduated with Honors from Molloy College with a Masters Degree in Business Administration (MBA). In recognition of high scholastic achievement, he was selected for membership in Sigma Beta Delta, an international honor society in Business, Management, and Administration. He received his undergraduate B.S. with Major in Computer Information Systems and Minor in Computer Science.   Lou has qualified and is an active member of Mensa.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Peter Fusaro – Chairman – Global Change Associates @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Peter Fusaro
Chairman, Global Change Associates
Topic:  Case Study of Corporate Malfeasance: The VW Emissions Scandal

A conversation with Peter:

Q: How is your day-to-day work related to the Intro to ESG, Sustainable & Impact Investment Certificate Program to be presented at Baruch?
[PF]  I work broadly in the area of corporate finance for sustainability for private companies in the area of clean energy, clean water and sustainable agriculture. Most of my work centers in clean energy arena for both electric power generation and transportation. 

Today, I work on solar energy finance as well as energy storage with advanced batteries and fuel cells. I work with a  hydrogen manufacturing company for both energy storage and transportation of fuel cell vehicles. In the past I have worked on taking the lead out of gasoline with the US EPA and was a consultant to the Toyota Prius development team. 

Because of this expertise, I am intimately aware of the VW emissions scandal and its ramifications in terms of corporate governance for that company.

Q:  What can attendees expect to learn from your session?
[PF] Course participants will learn that the VW emissions scandal is not a one-off crisis event. That Volkswagen has committed many transgressions in the past 25 years and tried to cover them up. I will go through the specifics of how they tried to get away with the fraudulent use of software to hide defects in their diesel fuel technology of their engines.  So far, this has lead to over US$15 billion in fines and great damage to their corporate reputation. It is a text book example of corporate malfeasance.

Q:  What advice do you have or opportunity that you see for attendees who complete the Certificate Program?
[PF] Attendees will learn not only the basics of ESG but also come away with some ideas on what to look for investment in public companies. The rigorous ESG screens are still evolving but with the expertise of the instructors for this program, course participants will learn what analysis is needed to vet both investment and sustainability parameters within companies. Moreover, they will learn what red flags to look for in any due diligence process.

* * * * * * * *

CAREER BACKGROUND: PETER FUSARO
Peter C. Fusaro is a best-selling author, keynote speaker and thought leader on emerging energy and environmental financial markets.  He’s Chairman of Global Change Associates, a financial services advisory in New York City, and author of “What Went Wrong at Enron,” as well as 15 other books on energy and the environmental financial markets.

Peter has been on the forefront of energy and environmental change for more than 40 years, his work focusing on how to use energy more efficiently and in an environmentally-benign manner.  His current focus is on environmental financial market acceleration toward the goal of the low-carbon economy through sustainable finance in renewable energy, clean technology and resource efficiency.  Peter founded and runs the Wall Street Green Summit — now in its 15th year. Information at: www.wsgts.com.

Peter served at the US Department of Energy in the 1970s where he worked on removing lead in gasoline with the U.S. Environmental Protection Agency (EPA), as well as co-writing an Environmental Impact Statement on LNG (liquefied natural gas) safety and siting.

He was a senior policy analyst in the New York City Mayor Office of Energy & Telecommunications, where he created the first energy efficiency programs for electricity and natural gas with Con Edison (the electric utility) and Brooklyn Union Gas in the mid-1980s.   In the early-1990s he established his consultancy and implemented energy efficiency and conservation programs for the Port Authority of New York & New Jersey, including lighting retrofits, mechanical systems and energy savings.

Peter worked with the Toyota Prius development team on electric power issues in the mid 1990s. He has run a cleantech venture capital fund as well as worked with hedge funds on portfolio construction. Today, he works with several clean energy technologies and fund managers in clean energy project finance.

Peter was graduated with an M.A. in International Relations from Tufts University and a B.A. from Carnegie-Mellon University.  Peter was an adjunct professor at Columbia University, where he taught a popular renewable energy project development and finance course each fall semester to second year graduate students.  He is on the advisory board of Bard College’s MBA in Sustainability program as well as having served for eight years on the External Advisory Board of the ERB Institute for Global Sustainable Enterprise, Ross School of Business, University of Michigan.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Eric Kane – Health Care Sector Analyst, Sustainability Accounting Standards Board (SASB) @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Eric Kane
Health Care Sector Analyst,
Sustainability Accounting Standards Board (SASB)
TOPIC:  About SASB & More Effective 10-K Disclosure

A conversation with Eric:

Q. How is your day to day work related to the Intro to ESG Certificate Program?
[EK]  As the Health Care Sector Analyst at SASB, I work to identify material sustainability issues and to provide evidence of financial impact and standardized methods of accounting. This work ultimately helps to inform how and why sustainability factors are integrated into corporate valuations. 

Q. What can attendees expect to learn from your session?
[EK]  Attendees will learn about SASB’s standards setting process, and how the organization is working to enhance corporate disclosure on material sustainability issues.

Q. What advice do you have or opportunity that you see for attendees who complete the Certificate Program?
[EK] There is a tremendous amount of growth around sustainable investing.  By learning what organizations and strategies are leading this aspect of the market, attendees will be well positioned to participate and excel in the field.

* * * * * * * *

CAREER BACKGROUND: ERIC KANE
Eric re-joined SASB in July, 2016 as the Health Care Sector Analyst. Prior to his work at SASB, Eric served as a Senior Consultant at Context. In that role, he advised numerous Fortune 500(r) companies on sustainability strategy and reporting.

Eric was also a Senior Analyst at Innovest Strategic Value Advisors, where he managed a global team of analysts that rated utility companies on the basis of environmental, social, and governance performance. While at Innovest, Eric served as the Lead Author of the Carbon Disclosure Project Report 2007: Global FT500.

The Report, which was written on behalf of 315 institutional investors with combined assets of US$41 trillion, analyzed how the world’s 500 largest companies were responding to the risks and opportunities associated with climate change.

Eric holds a Master of Public Administration from NYU Wagner Graduate School of Public Service and a degree in political science from Bates College.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Hideki Suzuki, Senior ESG Analyst, Bloomberg LP @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Hideki Suzuki
Senior ESG Analyst, Bloomberg LP
TOPIC:  ESG Equity Fundamentals Data Analytics

A conversation with Hideki:

Q:  How is your day-to-day work related to the Intro to ESG, Sustainable & Impact Investment Certificate Program to be presented at Baruch?
[HS] 
My day-to-day is to manage ESG data products on Bloomberg – both on and off terminal. We extract and ingest listed company & debt issuer ESG data into our system and make sure they speak with our analytics correctly.

Q:  What can attendees expect to learn from your session?
[HS] ESG information is easy to digest when a company/issuer gives you fiscal period environmental and social data  that give analysts company operational insights – by that we mean operational risks & opportunities into how companies manage things like resource consumption and human capital issues.

As for governance, how well is this company being managed?

This is a qualitative question every analyst is trying to answer by looking at company structure and listening into CEO/CFO’s presentations. Quantitative data on board of directors and executive  statistics – ex) company executive pay practice, can give you clues on how company rewards executives for taking risks etc.

Participants will learn “how you can navigate a widening variety of datasets available on the Bloomberg terminal to find best-in-class issuers.”

What advice do you have or opportunity that you see for attendees who complete the Certificate Program?
[HS] Data is still challenging at times in this space but challenge is an opportunity for investors – opportunity to manage beta, generate alpha and an engagement opportunity with the public company. If you are a consultant or in other service provider space, this is your business opportunity to help companies/investment firms respond to ESG questions and help them tell their ESG stories well.

* * * * * * * *

CAREER BACKGROUND: HIDEKI SUZUKI
Hideki is a senior corporate governance analyst and also a team lead for ESG data team at Bloomberg.

After joining Bloomberg LP in 1999, he spent the first five years in electronic trading desk support and 3rd party fixed-income and the derivatives pricing contents team.

In 2005, Hideki moved to the equity fundamentals data department, and then moved to the ESG team in December 2008. From 2014 on, his focus has been to build database and analytics for corporate governance and executive compensation products on the Bloomberg terminal.

Since 2016, he is a team lead for the ESG data analyst team at Bloomberg.

He has a B.A. in Economics and History from Fordham University.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

 

Meet Agnes Terestchenko, Senior Manager, Investor Initiatives North America, CDP Speaker @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Agnes Terestchenko
Senior Manager, Investor Initiatives North America, CDP
TOPIC: CDP Investor Initiatives

 A conversation with Agnes:

Q:  How is your day-to-day work related to the Intro to ESG, Sustainable & Impact Investment Certificate Program to be presented at Baruch?
[AT] CDP is a global coalition of 800-plus institutional investors that give CDP the authority to request disclosure on material environmental information to over 6,000 companies.  Today, CDP has the largest global database of self-disclosed environmental information. Once collected, we give access to the data to investors and the public and encourage investors to engage with companies and to integrate environmental factors into their investment processes

Q:  What can attendees expect to learn from your session?
[AT] Information about the data collected, engagement resources for investors and how investors use environmental data in their investment processes.

Q:  What advice do you have or opportunity that you see for attendees who complete the Certificate Program?
[AT]  Integration of ESG factors into investment process is only at its beginning stages at many institutions, but because of increasing demand from asset owners, the Millennial generation, a growing number of investor coalitions and financial regulators, it will become more mainstream inside the financial world and is something attendees will need to know about.

* * * * * * * *

CAREER BACKGROUND: AGNES TERESTCHENKO
Agnes is Senior Manager, Investor Initiatives at CDP – the Global environmental reporting system. Agnes manages relationships with investor signatories & members for CDP’s Climate, Water, Forests and Carbon Action programs and assists the integration of environmental risk data into ESG & SRI focused approach to investment processes.

She also promotes CDP programs through public-speaking and development of research products leading to thought-leadership in emerging investment themes. After a full career in institutional equity sales at major European brokerage houses, Agnes followed her passion and specialized in ESG integration.

She joined CDP after working on specific projects with ICCR and Domini Social Investments. Agnes is a Certified Financial Analyst (CFA) Charterholder and a member of the steering Sustainable Investing Thought Leadership Group at the New York Society of Securities Analysts (NYSSA).

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Jordan Kimmel, Co-Founder & Portfolio Manager, FACTS Asset Management @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Jordan Kimmel
Co-Founder & Portfolio Manager, FACTS Asset Management
TOPIC: Integrating ESG Factors into Portfolio Construction

A conversation with Jordan:

Q:  How is your day-to-day work related to the Intro to ESG, Sustainable & Impact Investment Certificate Program to be presented at Baruch?

[JK]  I am a registered investment advisor currently running three strategies for SMAs. They are all based on our FACTS® Framework, which we think of as “ESG 2.0”. The FACTS® screen reduces the Russell 1000 to create a universe of Top 400 having the highest “integrity rank.”  We have identified five (5) financial and non-financial quantitative “indicators” of integrity that go beyond the traditional ESG.

Q:  What can attendees expect to learn from your session?

[JK]  There are different ways to use ESG criteria when building investment portfolios. Not all ESG information and data are created equal.  I’ll explain a bit about the history of our model and how we built it.   And I’ll show how using FACTS enhances returns by attempting to lower volatility and risk.

Q:  What advice do you have or opportunity that you see for attendees who complete the Certificate Program?

[JK]  My top lines:  Customer interest in ESG investing is rapidly growing. Be part of the discussion. Add it to your existing expertise or partner with those who can provide it.

Be concerned with what you invest in going forward. Investment dollars following into more sustainably-run companies will create a virtuous cycle.  You’ll want to understand that.

Be part of a movement to encourage stakeholder management and integrity based investing.

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CAREER BACKGROUND: JORDAN KIMMEL
Jordan Kimmel is the co-founder and portfolio manager at FACTS® Asset Management.

Leveraging more than 30 years in the financial services industry – as both a retail broker and a fund/portfolio manager – he is the creator/co-creator of the FACTS® model, a holistic, unbiased quantitative measurement of the “integrity” of over 2,000 public companies.

FACTS® identifies companies with strong leadership, core values and ethical cultures. The strategy blends financial stability with conservative accounting, corporate governance, transparency, and sustainability metrics for the largest and most liquid companies. FACTS® incorporates Jordan’s previous Magnet® model, which has been licensed to leading financial services institutions including John Nuveen & Co.

Jordan’s market insights have been sought by numerous networks — such as CNBC, Fox News and ABC News; he has been quoted extensively by various print and digital outlets such as Forbes and U.S. News & World Report. Also, he is the author of two books, the most recent being “The Magnet Method of Investing” (Wiley 2009).

Jordan earned his M.S. in Urban Policy Sciences and a B.A. in Economics from SUNY at Stony Brook.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com

Meet Bahar Gidwani, Co-Founder/CEO, CSRHub @ #Intro2ESG Training

Presenting at Introduction to ESG, Sustainable & Impact Investment OneDay Training
The How & Why of Applying ESG to Corporate Valuations
Hosted by Zicklin School of Business at Baruch College/CUNY on June 15th

Introduction:  For professionals in the capital markets, and in the corporate sector, G&A Institute and Global Change Associates are teamed to present a one-day professional training program, hosted by Zicklin School of Business at Baruch College/CUNY, in midtown Manhattan.  This is an excellent introduction to the application of ESG factors to investment making decisions and corporate valuations.  Find out more at https://intro2esg.eventbrite.com

ESG = the corporate environmental, social or societal and corporate governance factors to be evaluated by the financial analyst, asset owner, asset manager, and others in the capital markets in looking beyond the financial in selecting public companies for “buy/sell/hold” portfolio management decisions. (This is also referred to as “sustainable investing,” “impact investing,” and similar titles by practitioners.)

The outstanding faculty presenting during the one-day course will include experts in ESG / sustainable / impact investing, covering topics such as best practices; data sources; analytical tools; research resources; methodologies; why ESG matters; and realized outcomes using these approaches to analysis and investment management.

MEET ONE OF YOUR COURSE LEADERS
Bahar Gidwani
Co-Founder / Chief Executive Officer, CSRHub
TOPIC: Bridging the Gap: Sustainability vs. Profitability

A conversation with Bahar:

Q:  How is your day-to-day work related to the Intro to ESG, Sustainable & Impact Investment Certificate Program to be presented at Baruch?

[BG] We support around 15,000 CSR professionals, more than half of whom are located outside North America.  Our users include sustainability managers, consultant/accountants/lawyers and investment advisors, academics, not-for-profit organizations, journalists, and activists.  We provide these users with aggregated sustainability ratings on more than 17,000 entities—public companies, private companies, government agencies, and not-for-profits.  Most of our users do not have formal training in sustainability.  They have had to learn the contents of your program through experience (and probably by making a fair number of preventable mistakes!).  I believe it will be helpful for your course participants to get a systematic and comprehensive understanding of ESG metrics.

Q:  What can attendees expect to learn from your session?

[BG]  There has been a perception that corporate sustainability is not directly related to corporate profitability.  We have done research that we believe shows there is a relationship between various aspects of sustainability and important drivers of business success.  We will show some of the reasons we believe these relationships have not yet been fully appreciated — and show where further research could be done in the future.  However, there is no direct evidence that ESG factors drive stock market performance.  I would hope to make this distinction clear.

What advice do you have or opportunity that you see for attendees who complete the Certificate Program?
[BG] 
 There is no clear career path yet for sustainability professionals.  While people talk about “Chief Sustainability Officer” roles—very few of them exist in the US.  So, sustainability professionals should be open to incorporating the tools they get from the program into general business practice.  Being aware of sustainability opportunities should help them advance their careers towards analyst and portfolio manager positions.  Once in these positions, they should be able to influence others in investment groups to share their interest in sustainability practice and bring its benefits into their organizations.

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CAREER BACKGROUND: BAHAR GIDWANI
Bahar
is Chief Executive Officer of CSRHub, co-founded by him in 2007.  The organization provides CSR and sustainability metrics to corporate managers, professionals and researchers.  These metrics are used to manage ESG, employment and community issues.  There are more than 17,000 companies monitored by CSRHub and the “big data” results are sourced from more than 500 organizations.

Before founding CSRHub, Bahar was CEO of Sonobyte Podcasting Voiceover Services; CEO of Index Stock Imagery; and Vice President, Kidder Peabody & Company.

Bahar holds the MBA-Marketing from Harvard Business School (where he was a Baker Scholar); and a B.A.- Astronomy and Physics from Amherst College.  He holds the Chartered Financial Analyst (CFA) designations (securities analysis) from the CFA Institute (Levels I and II); also, the FSA designation from the Financial and Sustainability Initiative organization.  He is trained in Global Reporting Initiative (GRI) reporting.

For more information about the course and how to register, visit: https://intro2esg.eventbrite.com