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20
Sep

"The Rise of Responsible Investing"

Breakfast

Summary

FCS Boston, in partnership with Eaton Vance, will stage a breakfast panel discussion around "The Rise of Responsible Investing."

ESG assets have continued to rise over the past few years, as asset managers and investors alike have sought higher returns by seeking socially responsible opportunities in the marketplace.  The concept of impact investing is driving portfolio managers to find ways to align their offerings with investors’ core social values while still reaping financial rewards.

Our panelists will discuss how their companies are approaching this trend, how it's being fueled by more socially engaged investors, and whether the ideology will prove sustainable and scalable.

Join us for a breakfast event that will be of great interest to the marketers who look to support and communicate this dynamic investment sector.

The breakfast will be hosted by Eaton Vance in their offices at 2 International Place, Boston, in the Seminar Rooms on the 3rd Floor.

Speakers

Anthony EamesPanelist

VP, Director of Responsible Investment Strategy

Calvert Research and Management

 

Anthony Eames is a vice president and director of responsible investment strategy for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds. Anthony is responsible for client communications and insights on investment strategy and portfolio positioning. He joined Calvert Research and Management in 2016 when Eaton Vance acquired the business assets of Calvert Investment Management, forming Calvert Research and Management. Anthony began his career in the investment management industry in 1995 with Calvert Investment Management. He has been affiliated with the Eaton Vance organization since 2016. Before joining Eaton Vance, he was senior vice president and national sales manager at Calvert Investment Management. Previously, he represented Calvert as senior regional vice president in the Northeast and held various roles in client services and sales. Anthony earned a B.A. from Wittenberg University. He holds the Accredited Investment Fiduciary and Accredited Asset Management Specialist designations, and FINRA Series 7, 24 and 63 licenses.

Chris BerryPanelist

Vice President, ESG Solutions

State Street

Chris Berry is a Vice President in the State Street Global Exchange ESG Solutions group, and is responsible for overseeing product and business operations. He joined the ESG Solutions team in February 2017, and his responsibilities include client services, sales support, marketing, vendor management, and strategy execution. Chris has over 6 years of experience across multiple functions at State Street, including Internal Audit, BEACON, and Pricing and Profitability Analysis before joining ESG Solutions. Chris was also a co-founder of the State Street Environmental Sustainability Employee Network, an internal network comprised of ~ 3,000 employees around the globe. He served as Chair of the network from April 2016 – April 2018, during which time he oversaw the strategy of the network, and acted as a conduit between corporate sustainability strategy and employees. Prior to joining State Street, Chris held sales positions at Xerox and Oracle. He graduated from Bates College with a major in Psychology and a minor in Philosophy.

Emily ChewPanelist

Global Head of ESG Research and Integration

Manulife Asset Management

Emily is Global Head of Environmental, Social and Corporate Governance (ESG) Research and Integration. As the primary lead on ESG, Emily has oversight over Manulife Asset Management’s ESG research agenda, works to engage with companies and portfolio managers on ESG issues, and sets the strategic direction for ESG investment for the firm. Before joining Manulife Asset Management, Emily was Head of ESG Research for Asia-Pacific at MSCI Inc., where she led a team of nine ESG analysts across the region, commencing her role in Beijing and later continuing in Hong Kong. Her team had oversight into research quality and issue identification for approximately 1,200 stocks, and under her leadership produced original research on the relevance of ESG to Asian and emerging markets, with a particular emphasis on China. Prior to that, she was a capital markets lawyer with Baker & McKenzie in Melbourne, Australia, with a focus on funds management, capital raisings, and REITs. Emily holds an MBA from the University of Oxford, and Bachelor of Laws and Bachelor of Arts from the University of Melbourne. She is a member of the United Nations-sponsored Principles for Responsible Investment’s Listed Equities Integration Subcommittee, and chairs the Asian Investor Group on Climate Change’s Member Working Group.

Marla SkeffingtonPanelist

Vice President of Retirement Strategies

Natixis Investment Managers

Marla Skeffington is Vice President of Retirement Strategies at Natixis Investment Managers. In this role, she focuses on environmental, social and governance (“ESG”) research and investment solutions for retirement plans. She is responsible for business development of our ESG solutions range, including the Natixis Sustainable Future Funds. Prior to joining the firm in March 2017, she served as Head of Client Services, US Intermediaries for T. Rowe Price, and in Institutional Sales for Western Asset Management Company. Ms.Skeffington has more than 20 years of investment industry experience. She holds a BA in economics from the University of New Hampshire and an MBA from Suffolk University, and is FINRA Series 7, 63, and 24 licensed.

Noel FriedmanModerator

Business Manager, ESG Research Products

MSCI Inc.

Noel Friedman is the Business Manager, ESG Research Products for MSCI Inc., which he joined in 2010.

Sponsors

  • Event Sponsor & Host:

    Eaton Vance

Tickets:

Membership Price:
$50.00
Young Members Circle Price:
$40.00
Non-Member Price:
$75.00
Become a member to get member's price.
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Address:

Eaton Vance, 2 International Place, Boston
  • No refunds after September 17.
  • SPACE IS STRICTLY LIMITED.