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Environmental, Social & Governance (ESG) Goal Setting: A conversation on setting and measuring ESG goals sustainably

Hosted by JPMorgan Chase & Co.

Moderator

Gloria Kim, Managing Director, Global Head of Index Research, JPMorgan Chase & Co.

Speakers

Mark Huamani, Managing Director, Investment Information Services, JPMorgan Chase & Co.

Jarrad Linzie, Managing Director, Head of Index Research Product Development, JPMorgan Chase & Co.

Rama Variankaval, Managing Director, Head of the Center for Carbon Transition, JPMorgan Chase & Co.

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Driving Shareholder Engagement

As part owners in a company, shareholders have a right for their voices to be heard when it comes to the company’s direction. However, fund shareholders typically vote at a low rate. At Mediant, we believe that by combining design, technology and communication, you get informed and engaged shareholders. Mediant looks at five ways to drive higher engagement in the proxy voting process.

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Overview

There’s nothing normal about the new normal. Maintaining organizational culture, motivating teams, hiring employees, and creating business opportunities are just a few of the things that leaders across the industry are addressing every day. Get timely insights from the asset management industry’s top talent on how they see asset management evolving in 2021 and beyond.

Moderator

Tyler Mathisen, Anchor, CNBC

Speakers

Suni Harford, President of Asset Management, UBS

Ida Liu, CEO, Citi Private Bank North America

Doug Sieg, Managing Partner, Lord, Abbett & Co. LLC and President and Chief Executive Officer, Lord Abbett Family of Funds 

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BNY Mellon OMNI^SM: Harnessing the power of data to help future proof your business.

Speakers

Christine Gill, Head of Commercial Development, BNY Mellon

Mal Cullen, Head of OMNI Digital Services, BNY Mellon

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Overview

Get timely product perspectives from the industry’s top leaders regarding the usage trends within the wealth management arena and on advisory platforms. Find out what platform providers and investment managers are doing to support new product offerings and discuss how investment managers can add value at this not-to-be-missed session specifically designed for product developers, sales executives, and distribution relationship managers.

Disclaimer

This session is closed to the media

Moderator

Greg Weiss, Managing Director, Managed Accounts, BlackRock

Speakers

Marc Dextraze, Managing Director, Investment Products, Morgan Stanley

Jean Heath, Managing Director, Head of Asset Manager Network, Evestnet

Patty Loepker, Managingn Director, Managed Solutions and Investment Implementation, Wells Fargo

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Overview

A leader of one of the world’s premier providers of global investment management, risk management and advisory services, Robert Kapito is an industry innovator and thought leader on best practices in investment management. During the closing fireside chat, Rob will speak directly with Nicsa's President, Jim Fitzpatrick, on trending issues facing the asset management industry. Don't miss this exclusive opportunity to hear Rob's views on the pandemic’s impact on global business, the return to work landscape, industry consolidation, technological innovation, product trends, and BlackRock’s commitment to cultivate diverse leadership within the asset management industry. A session you won't want to miss!

Moderator

Justine Phoenix, Head of Diversity Project North America, Nicsa

Speaker

Robert S. Kapito, President and Director of BlackRock

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