4–5 September | Palo Alto

Fusing responsible investingwith innovation

The Responsible Investment Forum: West is whereinnovation meets sustainability at the forefrontof investment strategy. Join 200+ professionals
in an all-new venue and location for a unique
opportunity to discuss developing sustainable
investment strategies that can enhance returns.

“Great mix of GPs and LPs! The panels wereinteresting and covered pertinent topics.”
Norgay Partners

200+

attendees

50+

investors

70+

speakers
Responsible Investment Forum West 2 of 8Find out who you could meetConnect with institutional investors, fund managers, expert advisors, and highly
recognized thought leaders. Past attending companies include:» Alpine Investors» G2 Venture Partners» Oaktree Capital Management» Altamont Capital Partners» GIC» American Student Assistance» Hamilton Lane

» Office Of The Comptroller Of The City Of
New York» Ares» HarbourVest Partners» PSP Investments» British Columbia Investment» Healthcare of Ontario Pension Plan

» QIC

» Builders Vision» Hellman & Friedman» Ramboll» California Public Employees’Retirement System» Investindustrial» San Francisco Employees’ RetirementSystem» CalSTRS» Jasper Ridge Partners» Cambridge Associates» Keller Enterprises» Canadian Union of Public Employees» KKR» EcoVadis» Lombard Odier Asset Management» EQT Partners» Norgay Partners» Equilibrium Capital Group» North Sky Capital» IPC» Silver Lake
» Sonen Capital» United Church Funds» University of California» World Bank Group» And many more

View past attendee list Responsible Investment Forum West 

3 of 8Session highlights

Set the direction for your responsible investment strategies
The evolution of US private
funds in addressing
sustainability within
their portfolios»

Feast or famine – does impact/ sustainability intentionality
drive or constrain investible
opportunity set?

»How do large investors view
the sustainable investing acrossasset classes?

»Has the ESG ‘backlash’ had
any impact on private funds’
approach to sustainability?

»How do current policies suchas the IRA enhance or constraintechnology risk appetite withinsustainability-focused portfolios?

The integration of ESG intovalue creation plans»»»»

How tech-driven solutions candrive value creation
Balancing the long-term positiveimpact from sustainability
initiatives when the benefits
may be realised by subsequent
ownersEmploying data-driven
methodologies to move beyond
anecdotal evidence effectively
demonstrating value andmeasuring outcomes of ESG
initiatives
Exploring the collaboration
between the sustainability
function fund stakeholders andportfolio companies

Scope 3 & California State –Strategies for reduction
and compliance
»

»
»
»

Exploring the current policies
and regulations and how they
drive positive change towards amore sustainable future
How portcos are effectively
measuring managing andreducing their Scope 3 emissions
Exploring methods to implementtransparency and accountability
in disclosing Scope 3 emissions
What the Scope 3 Emissions
California Law means for the restof the USView full agenda 
Responsible Investment Forum West 

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Hear from responsible investment leaders

Christina Anzel

Lara Banks

Andy Caine

Jessica Clavette

Kunal Doshi

Director

Managing Director andCo-Head of Private Equity

COO & Partner

ESG Manager

Chief Investment Officer

Frazier Healthcare
Partners

Equistone Partners
EuropeAccelerate Investment
Group

Generation Investment
Management

Makena CapitalPeter Dunbar

Katie Fackler

Jennifer FloodAmy Francetic

Lindsay Gibson

Principal, Responsible
Investment

Associate Portfolio Manager

Sustainability, Head ofNorth America

Managing General Partner,
Co-Founder

ESG Lead, North America

Investindustrial

Buoyant Ventures

StepStone GroupCalSTRS

Responsible Investment Forum West Permira

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Hear from responsible investment leadersMark Green

Bruce Hao

Jessica Huang

Matt Kaczmarek

Rhys Marsh

Senior Responsible
Investment Manager

Managing Director,
Builders Asset Management

Private Equity, ESG Lead

Managing Director

Portfolio Manager

UNPRI

Builders Vision

AresBlackrock

Lombard Odier AssetManagement

Melanie Nakagawa

Ashim PaunMohammad RasouliDanielle Reed

Isela Rosales

Chief Sustainability Officer

Head of Sustainable
InvestingResearch Scholar

Managing Director,
Builders Initiative

Managing Director,
Head of ESG andSustainability

MicrosoftTriton Partners

Responsible Investment Forum West 

Stanford University
Graduate School

Builders Vision

Bridge Investment
Group
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Sponsors
Lead sponsor

Sponsors

For more information on sponsorship opportunities still available contact
Tyler Mitchell tyler.m@pei.group | +1 (0) 646 795 3279.

Responsible Investment Forum West 

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Book your place today
General delegates can unlock greater savings of up to 50% by attending with their team.
Institutional investors may be eligible for a complimentary place.
Please complete the investor registration form for more information.

Book now As part of our commitment to sustainable and responsible business practices PEI Group has embedded the Ten
Principles of the United Nations Global Compact into strategies and operations and committed to respecting
human and labour rights safeguarding the environment and working against corruption in all its forms.