Responsible Investment Forum: West 2024 Agenda
Day one – September 4
08:00
Developing an ESG Contract Toolkit – Breakfast Workshop• Explore some of the drivers for ESG contract uplift (e.g., commitments, regulation, risk
mitigation), and provide an overview of different contract tools (e.g., reps andwarranties, covenants, indemnities, information rights)• Share experiences on integrating ESG into different types of contracts, including
challenges and strategies for overcoming those challenges• Discover how sponsors can identify key contracts with respect to both investments andportfolio companies, and then develop a set of tools that can be deployed by sponsor
and portfolio company personnel
Moderators:
Mary Beth Houlihan, Partner, Kirkland & Ellis
Jennie Morawetz, Partner, ESG & Impact, Kirkland & Ellis
09:00
Chairperson’s opening remarks
Mark Green, Senior Responsible Investment Manager, UNPRI
09:05
Allocators Panel: To what extent are sustainability considerations impacting investor
allocations- Investigating emerging areas LPs are focusing on when evaluating fund managers- Are investors concerned that the weight of data requests are impossible for smaller funds tohandle?
- LP views on the effectiveness of ESG strategies in driving long-term value and mitigatingrisks- Engaging with third party data providers on data requests
Moderator: Snehal Shah, Senior Reporter, New Private MarketsSpeakers:• Katie Fackler, Associate Portfolio Manager, CalSTRS• Mandira Reddy, Director, Capricorn Investment Group• Bruce Hao, Managing Director, Builders Vision• Kunal Doshi, Chief Investment Officer, Accelerate Investment Group•

Lara Banks, Managing Director and Co-Head of Private Equity, Makena Capital

09:45
Fireside chat: Why the integration of sustainability is crucial from an investment
standpoint- Why integrating sustainability in private equity investments is critical- Concrete examples of successful integration of sustainability in PE- Active and practical collaboration between investment professionals and sustainability
professionals
Speakers:
Anna Foller, Head of Sustainability, AP6
Karl Eidmem, Head of Buyout, AP610:10
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 across asset classes?
- Has the ESG ‘backlash’ had any impact on private funds’ approach to sustainability?
- How do current policies such as the IRA enhance or constrain technology risk appetite
within sustainability-focused portfolios?
Moderator: Verity Chegar, Board Member, International Sustainability Standards Board, IFRSFoundationSpeakers:• Rhys Marsh, Portfolio Manager, LOIM Sustainable Private Credit• Brook Porter, Partner, G2 Venture Partners• Matt Kaczmarek, Managing Director, Blackrock• Jeff Cohen, Managing Director, Head of ESG & Sustainability, Oak Hill Advisors• Jacob Haar, Managing Partner, Community Investment Management
10:50
Coffee & Networking
11:05
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 and reducing their Scope 3 emissions

-Exploring methods to implement transparency and accountability in disclosing Scope 3emissions
What the Scope 3 Emissions California Law means for the rest of the US

Moderator: Snehal Shah, Senior Reporter, New Private MarketsSpeakers:• Teresa Yu, ESG Product and Research, Novata• Tom Soto, Founder and Managing Partner, Latimer Partners• Adrienne Lindgren, Senior Vice President, Los Angeles Cleantech Incubator• Amanda Chang, Senior Associate, Kohlberg & Capital
11:40
The integration of ESG into value creation plans- How tech-driven solutions can drive value creation- Balancing the long-term positive impact from sustainability initiatives when the beneﬁts
may be realised by subsequent owners- Employing data-driven methodologies to move beyond anecdotal evidence, effectively
demonstrating value and measuring outcomes of ESG initiatives- Exploring the collaboration between the sustainability function, fund stakeholders andportfolio companies
Moderator: Michael Littenberg, Partner, Ropes & Gray
Speakers:• Johan Nordenson, ESG Operating Partner, Altamont Capital Partners• Jessica Huang, Private Equity, ESG, Ares
• Jennifer Flood, Sustainability, Head of North America, Investindustrial• Angela Jhanji, Managing Director, Sustainability - Private Capital, EQT Partners
12:20
Portfolio company perspectives on sustainability and ESG performance improvement- How are portfolio companies balancing the expectations of their PE sponsors with theirother stakeholders?
- Investigating the collaborative strategies employed by portfolio companies in partnershipwith their investors.
- What are the key ESG focus areas to improve performance and create real business value?
- Case studies of PE ﬁrms working effectively with portfolio companies
Moderator: Erica Rivera, Managing Partner, Crenshaw Associates
Speakers:• Elizabeth Crowe, Vice President, Operations, Angeles Equity Partners• Amy Bevilacqua, Managing Partner, Green Street Impact Partners

•Cynthia Jaggi, Partner, Climate Adaptive Infrastructure

13:00
Lunch
Stream A:
Sustainability and Impact
14:00
A deep dive into impact investing- As ‘impact hushing’ becomes a wider
phenomenon, is the impact label a goodthing for fundraising at present?
- Is the age of the generalist impact
investor over, and the future in thematicand specialist managers?
- What is the breakdown of venture, growthand buyout strategies from impactorientated managers?
Speakers:• Christina Anzel, Director,
Generation Investment
Management• Amy Francetic, Managing General
Partner, Co-Founder, Buoyant
Ventures• Deborah La Franchi, President, SDS
Capital Group• Danielle Reed, Managing Director,
Builders Vision
14:40
Transition investing and technology:
marrying returns, impact and scale- What are the megatrends insustainability investing that are
prudent to align investments with?
- Which technologies and innovations
will be driving the creation of financial
value and returns in the coming
decade?

Stream B
Innovative strategies
14:00
Adjusting to growing interest in climate
adaptation- Where are investment opportunities inclimate adaptation?
- Examining the technologies capturing
investor interest in climate adaptation- To what extent do climate adaptation
measures address the evolving
challenges posed to the environment
Speakers:• Chase Seklar, Growth Investor,
Advaita Capital• Daniel Matross, Global Head ofResearch, CREO
• Katherine Short, Associate
Director, Sustainable Investing,
OMERS

14:40
The Grid’s role in having a sustainableenergy balance- How strategies to balance the grid meetfluctuating energy demands- The role energy storage technologies(such as batteries and pumped hydrostorage) play to store renewable energy
during periods of low demand andimprove grid reliability

-How are investors in decarbonisationand climate thinking about scalabilityof their impact?

Moderator: Simone Balch, Chief GrowthOfficer, Sonen Capital
Speakers:• Daryl Kennedy, Vice President, IPIPartners• Brian Wayne, Managing Partner andCo-Founder, CurvePoint Capital• Pat Burtis, Partner, Amadeus
Capital• Malvika Bhagwat, Operating Partner,
Head of Outcomes, Owl Ventures
15:15
Coffee & networking
15:45
Addressing the G in ESG- Highlighting governance practises that
focus on ethical decision making,transparency and accountability- Examining the integration of governanceprinciples to ensure responsible
management of environmental and social
risks- The importance of board oversight insetting and implementing ethicalguidelines, risk management strategies
and accountability frameworks related todata governance and privacy
Moderator: Bill Glenn, Executive Chairman,
Crenshaw Associates
Speakers:• Charles Buck, President and CEO,
United Church Funds• Jesse Audet, Director, Sustainable
Investing, KKR-Evaluating risk and return profiles
associated with Grid investments

Moderator:
Speakers:• Michael Huerta, CEO & CoFounder, PearlX Infrastructure• Steven Mandel, Partner, TPG RiseClimate• Peter Nulsen, Managing Director,
Generate Capital

15:45
How to Turn Carbon Reporting into
Business Impact: Best Practices forEngaging Suppliers in Cost-Effective
Energy Action- Learn how to accelerate portfolio
carbon reporting and decarbonization
by engaging portfolio companies
through innovative strategies- Discuss how to convert carbon data into
a blueprint for decarbonization and cost
reduction, utilizing technology andanalytics- Breakdown successful transitions fromcarbon reporting to implementing
energy projects that reduce costs for PE
firms and portfolio companies- Share cost-effective decarbonization
strategies in mature investments,emphasizing technology-enhanced
collaboration
Speaker:•

Shaun Chaudhuri, Principal, TheWestly Group

16:30
Interactive Workshop
Navigating the maze of ESG regulations- Exploring the methodologies and criteria
used to evaluate sustainability labellingand ESG risks- Discussing the implications for investors
and how to incorporate sustainable
regulations into their investment
strategies- Comparing the challenges andopportunities of the different reporting
frameworks and standards and how they
contribute to market transparency,
investor confidence and riskmanagement
Speakers:• Isela Rosales, Managing Director,
Global Head of Sustainability &Responsibility, Bridge Investment
Group• Mark Green, Senior Relationships
Manager – US, UNPRI• Emily Pierce, Chief Global Policy
Officer and Associate GeneralCounsel, Persefoni•

Saleh ElHattab, Founder, CEO,Gravity

16:30
Tech & Innovations Showcase
This unique session will highlightinnovations with the potential to accelerate
global decarbonization and halt climatechange. Former winners of the prestigious
BNEF Pioneers program will present on how
their technology can be part of the solution.
The audience will have the chance to quiz
the presenters, and vote on which
technology they would be most like to invest
in.
Moderator: Wajiha Tahir, AccountManager, BloombergNEF
Speakers:• Dan McCann, CEO and Founder,Precision AI• Shannon Miller, CEO & Founder,
Mainspring Energy• Val Miftakhov, Founder and CEO,ZeroAvia

17:15
Close of conference & cocktail reception

Day 2: September 5
08:00-08:50
Invitation only Breakfast Brieﬁngs for LPs and GPs

09:00
Sustainability excellence presentations
Three fund managers will present innovative strategies that they use within their portfolios toaddress sustainability and drive value creation• Ashim Paun, Head of Sustainable Investing, Triton Partners• Angela Jhanji, Managing Director, Sustainability - Private Capital, EQT Partners• Matt Kaczmarek, Managing Director, Blackrock
09:45
Ethical AI – Navigating the intersection of technology and morality- What do tech ethics look like from an AI perspective?
- Navigating the regulatory landscape on how to integrate AI into ESG monitoringprocesses- Mitigating the social risks of integrating AI and the importance of “responsibleinformation”- Establishing the need for frameworks and common standards on AI ethics to ensure
responsible development, deployment and use of artiﬁcial intelligence technologies
Moderator: Stephanie Seale, Advisor, UN Human Rights
Speakers:• Zomo Fisher, Head of Sustainability & ESG, Hellman & Freidman• Mohammad Rasouli, AI Expert for Investment, Stanford University• Peter Dunbar, Principal, Responsible Investment, StepStone Group• Christopher Kauffman, Partner, General Catalyst
10:20
Navigating the Future: Exploring the impact of climate regulations- Reviewing the CSRD and US SEC’s proposed climate related disclosure requirements- Analysing the importance of transparency and accountability in addressing climate risks- Dissecting the implications of the regulations on investors in relation to climate reporting- Practical guidance for ensuring compliance with the regulations on climate disclosure
Moderator: Abbey Raish, Partner, ESG & Impact, Kirkland & Ellis
Speakers:• David Hood, Managing Director, Sonen Capital• Katherine Short, Associate Director, Sustainable Investing, OMERS• Nicole Systrom, Chief Impact Officer, Galvanize Climate Solutions

11:00
Networking break
11:30
Maximising value: ESG integration in exit strategies- Evaluating ESG performance and alignment with investor expectations prior to exit
- Navigating the increasing complexity of balancing goals: growth, environmental
sustainability, operational efficiency and social impact- Success stories: ESG metrics and reporting within an exit plan that demonstrated long-termsustainability and value creation
Moderator: Ashim Paun, Head of Sustainable Investing, Triton Partners
Speakers:• Lindsay Gibson, ESG Lead, North America, Permira• Andy Caine, COO & Partner, Frazier Healthcare Partners• Jill Brosig, Senior Managing Director, Chief Impact Officer, Harrison Street• David Robb, Managing Director, Frontier Group12:10
Oxford style debate – This house believes ESG boosts returns in private equity••

For the motion: Jill Brosig, Senior Managing Director, Chief Impact Officer, Harrison
StreetAgainst the motion: Mark Green, Senior Responsible Investment Manager, UNPRI

12:50
Short break
13.00
Interactive roundtable discussions over Lunch
A seated lunch enabling you to join a table of market participants with similar interests andexpertise. Attendees will have a mix of tables to choose from, each table having a host to steer
discussions.
- Building a coherent plan for biodiversity- Using ESG in fundraising- Working with portfolio companies- ESG in due diligence- The role of AI in responsible investing and value creation• Using ESG in fundraising - Andy Caine, COO & Partner, Frazier Healthcare Partners

•••Working with portfolio companies - Jill Brosig, Senior Managing Director, Chief Impact
Officer, Harrison Street
ESG in due diligence - Stephanie Seale, Advisor, UN Human Rights
Impact Investing - Amy Bevilacqua, Managing Partner, Green Street Impact Partners

14:00
Close of conference