ESG: Transforming Asset Management and Fund Distribution

Recorded On: 06/02/2021

Environmental, social, and governance (ESG) investing is a leading driver of change within the asset management industry. Join our panel of industry experts for distribution and product insights into one of the fastest growing segments of the fund industry. Our program is designed to provide value to Nicsa members with an up-to-the-minute assessment of opportunities available for asset managers and fund providers.

Learning objectives:

  • Responsible investment product trends
  • Active management strategies
  • Model portfolio solutions
  • ESG asset flows
  • Institutional and retail demand metrics
  • Emerging regulatory considerations

Who should attend: Asset Management executives, including distribution, marketing, product development and regulatory.



This program is sponsored by:

image

CPE INFORMATION:
Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1
CPE Field of Study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None


CANCELLATIONS AND REFUNDS:
Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Jag Alexeyev (Moderator)

Head of ESG Insights

Broadridge

Jag provides distribution insights on ESG to clients of Broadridge to help expand their solutions and drive business growth. He has been a consultant and advisor to asset management executives for more than 25 years, supporting business development and product innovation.

Specializing in ESG, he founded Impactvesting LLC, a consultancy on sustainable investments. Formerly he was senior managing director and head of global research at Strategic Insight (now part of Institutional Shareholder Services), delivering business intelligence solutions to fund industry clients across Europe, Asia-Pacific, and North America.

Jag has authored thought leadership studies on global asset management for organizations such as Brown Brothers Harriman, SEI Investments, the Association of the Luxembourg Fund Industry, and the European Fund and Asset Management Association. He has a Bachelor’s degree from Harvard and a Master’s from the London School of Economics.

Stefania Di Bartolomeo

Founder & CEO

Physis Investment

Stefania founded Physis with the vision to disrupt the financial system and empower investors to measure and track the impact of their investments. As CEO, Stefania has developed Physis from an idea to a comprehensive data-hub and wealth management platform. She is a skilled portfolio manager with extensive global experience. She was the youngest impact investing fund manager in Europe and has published two books on sustainable finance. Stefania is a university lecturer and board member.

Anthony Eames

Director, 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. Over the years, he held various roles including senior vice president and national sales manager, ultimately leading Calvert’s business development and client service efforts ahead of
Eaton Vance’s acquisition of Calvert’s business assets. He has been affiliated with the Eaton Vance organization since 2016.

Anthony is a director of US SIF: The Forum for Sustainable and Responsible investment, the leading industry voice advancing sustainable investing across all asset classes. He is also a director of the Calvert Institute for Responsible Investing, which seeks to understand how investors can address major global challenges to drive positive impact.

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.

Chad Spitler

Founder & CEO

Third Economy

Chad launched Third Economy in 2018 in response to growing investor interest in his areas of expertise, sustainable and responsible investing. Chad spent four years prior as Partner, Head of Sustainability Advisory, and Chief Operating Officer (COO) at PJT CamberView. He spent 15 years prior to that at BlackRock, where he last held the role of Managing Director and COO for the Corporate Governance & Responsible Investment team. In that role, he led the team responsible for analysis of Environmental, Social, and Governance (ESG) factors within the firm’s investment processes globally across the asset classes of public equity (including proxy voting), fixed income, real estate, and private equity. Prior to BlackRock, Chad was a Senior Market Research Analyst with the Franklin Templeton Group.

Chad is a member of the finance working group of the San Francisco Bay Conservation and Development Commission (SFBCDC), the California state regulatory agency that manages San Francisco Bay, and a member of the Dean’s External Advisory Board at the University of Michigan’s School for the Environment and Sustainability.

He received an M.A. degree from the University of Colorado, and a B.S. degree in Natural Resource Management from the University of Michigan.

Jayme Colosimo

Head of Business Advisory Services and Head of ESG, Citi

Citi

Jayme Colosimo is the Head of ESG, North America, and is the Head of North America for Citi’s Business Advisory Services team, a thought leadership and global coverage strategic advisory group providing consulting, content, and insights to the C-Suite of Citi’s top 100 Global Markets clients on the innovation, regulatory, and technology trends impacting the investment management industry.

Prior to joining Citi in 2018, Jayme served as a Senior Economist and Strategic Advisor to White House and senior U.S. policy makers on global macroeconomic, geopolitical, and international banking issues. She managed intelligence analysts focused on national security issues, developing an expertise in alternative data and analytics, cybersecurity, and financial applications of emerging technologies. She was awarded a Presidential Daily Briefing Commendation and two Meritorious Unit Citations during her service. Earlier in her career, Jayme led a team of Relationship Officers in Zions Bank Private Services and separately served as the chief financial analyst to the CFO of Zions Bank.

Jayme holds a Professional Certificate in Data Science from the University of California, Berkeley and completed sponsored Executive Education at The John F. Kennedy School of Government at Harvard University. She holds a certification in Advanced Editing from the Poynter Institute School of Journalism and in 2020, graduated from a year-long certificate program in Data Visualization from Parsons School of Design. She holds an M.B.A. with an emphasis in Organizational Behavior and a Bachelor of Arts in International Business from Westminster College in Salt Lake City, Utah.

Jayme is an AA Certified Advanced Robotics Process Automation (RPA) Professional Developer, an American Marketing Association (AMA) Professional Certified Content Marketer, and holds Series 7 and Series 63 securities licenses.

Key:

Complete
Failed
Available
Locked
Webinar
06/02/2021 at 2:00 PM (EDT)   |  60 minutes
06/02/2021 at 2:00 PM (EDT)   |  60 minutes
Survey
11 Questions
11 Questions Post webinar survey
Verification Code
Enter code to continue.
Enter code to continue.
Verification Code 2
Enter code to continue.
Enter code to continue.
Verification Code 3
Enter code to continue.
Enter code to continue.
Certificate
1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available