Sustainable Investing in the Biden-Harris Administration

Those of us committed to sustainable investing and impact investing eagerly await the directional shift that President-elect Biden will encourage in US environmental and social policies as well as Sustainable Investing legislation.

Leading up to the inauguration, we look to our experts to help us navigate the current policy environment and expectations for the future.  Join and contribute to a rich discussion on climate policies, DOL ERISA guidelines, SIPRA and more. Panelists will also highlight opportunities to share sustainable investing policies and sustainability disclosures. 

Speakers:

• Bhakti Mirchandani, Director of Responsible Investing, Trinity Church Wall Street

• Jon Lukomnik, Managing Partner, Sinclair Capital LLC

• Samantha Ross, Founder at AssuranceMark, The Investors' Consortium for Assurance

• Hui Wen Chan, Senior Vice President, Environmental and Social Risk Management, Citi
  

About our Speakers:

• Bhakti Mirchandani is Director of Responsible Investing at Trinity Church Wall Street. Previously, Bhakti was Managing Director at FCLTGlobal, ESG Advisor to Corbin Capital, an investment management strategist at One William Street Capital Management and Lehman Brothers, and a sustainable finance banker at Barclays Capital and Unitus Capital. She also spent 10 years pioneering microinsurance, microfinance CLOs, and micropensions. Bhakti teaches an impact finance class that she developed from scratch in Columbia’s Masters in Sustainability Management Program, contributes monthly sustainable investing articles to Forbes.com, serves on the Board of Commissioners for the New York State Insurance Fund, and is a life member at the Council on Foreign Relations. Her work has been featured in the NYTimes, the Financial Times, Institutional Investor, CNBC and at the G-20 and Davos.  She holds a BA, MBA, and MPA from Harvard. Most importantly, Bhakti is the proud mom of a spirited 2.5-year-old.

• Forbes calls long-time institutional investor Jon Lukomnik a pioneer of modern corporate governance.  Jon is the managing partner of Sinclair Capital LLC, a strategic consultancy to institutional investors, and a Senior Fellow at the High Meadows Institute. His newest book, “Moving Beyond Modern Portfolio Theory: Investing That Matters,” will be published by Routledge in April.   Jon has been the investment advisor or trustee for more than $100 billion. He is a member of the Deloitte Audit Quality Advisory Committee and chairs the audit committee of the Van Eck mutual funds. He was the Pembroke Visiting Professor of International Finance at the Judge Business School (Cambridge) and served for more than a decade as the executive director of the IRRC Institute, overseeing 80 research reports examining the capital markets.  He co-founded the International Corporate Governance Network. A long-time officer of the Council of Institutional Investors and a member of the Standing Advisory Group of the Public Company Accounting Oversight Board, he has been honored by the ICGN, CII, Ethisphere, NACD, Transparency Task Force (UK), and Global Proxy Watch.

• Samantha Ross was one of the founding staff of the Public Company Accounting Oversight Board and helped build it from the ground up for its first 15 years. She contributed to building the world’s largest and most respected audit oversight institution and achieving long-term positive, incremental change to make audits more transparent and relevant to investors. She founded AssuranceMark to continue to serve investors’ interest in high-quality, reliable reporting and assurance on material disclosures beyond the financial statements. In her capacity advising PCAOB chairmen, she had a significant role in most of the PCAOB's major policy initiatives, including development of the PCAOB's Center for Economic Analysis; agency rulemaking, including modernization of the auditor's reporting model; and the agency’s annual budgets and strategic plans. She also played a key role in developing a plan for a joint inspection regime in negotiation with representatives of the European Commission. 

• Hui Wen Chan leads Citi’s climate risk efforts, including the implementation of the TCFD recommendations on climate-related risks and opportunities and the development of Citi's 2018 and 2020 TCFD Reports. She also supports sustainable finance and other cross-functional initiatives that drive environmental and social impact with clients and other stakeholders. In addition, she served as the North America Representative on the UN Environment Program Finance Initiative (UNEP FI) Banking Committee from 2017-2020.  Previously at Citi, she was the Impact Analytics and Planning Officer at the Citi Foundation and a Vice President in the Corporate Sustainability team. 

ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more.

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