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Yale Initiative on Sustainable Finance (YISF)


YISF Symposium 2018: State of ESG Disclosure Standards

Friday, November 2, 2018, 8:30 a.m. — 3:45 p.m.
Yale School of Management
165 Whitney Avenue, New Haven, CT

Papers and presentations from the Symposium can be accessed here.

Click on each session title for notes.

Click to view a printable agenda.


08:30: Coffee                                                                                                4400 Concourse

09:00: Welcome & Conversation on the State of ESG Standards           Classroom 2400

  • Dan Esty, YISF

9:30 – 10:45: Breakout Sessions

Breakout A: History of ESG Metrics – how we got to where we are              Classroom 4400
Moderator: Todd Bridges, ESG Research and Development at State Street Global Advisors

  • Judith Stroehle, Oxford University – The social origins of ESG? An analysis of Innovest and KLD
  • Todd Cort & Dan Esty, YISF – ESG Standards: Looming Challenges and Pathways Forward
  • Ariane de Vienne, ISS-oekom – Materiality in ESG

Breakout B: New data framing                                                                       Classroom 4410
Moderator: Amanda Wallace, Managing Director, J.P. Morgan Asset Management

  • Decio Nascimento, Richmond Global Compass –  Industry Classification and Environmental, Social and Governance (ESG) Standards
  • Dinah A. Koehler, UBS Asset Management; Ramon Sanchez, Harvard School of Public Health – Breaking Away: new data and models to improve investment in corporate sustainability
  • Nancy Cole, Union of Concerned Scientists – Improving Oil and Gas Sector Climate Disclosures

10:45: Break, coffee                                                                                      4400 Concourse

11:15 – 12:30: Breakout Sessions

Breakout A: ESG Data for Private Equity                                                        Classroom 4410
Moderator: Anadi Jauhari, Senior Managing Director and Founder,  Energy and Environment Investment Group LLC

  • Hanneke Mol, Arcadis – Cash with a Conscience: Developments in the Field of Private Equity
  • Rosemary Ripley, Managing Director at NGEN

Breakout B: Impact of ESG Investing                                                            Classroom 4400 
Moderator: Timothy Dunn, CFA, Managing Partner and Chief Investment Officer,  Terra Alpha Investments LLC

  • Falko Paetzold, University of Zurich – Beyond Returns: Evaluating the Social and Environmental Impact of Sustainable Investing
  • Jim Hawley and Himani Phadke, TruValue Labs – ESG Outcomes and SDG Externalities: Evaluating the Health Care Sector’s Contribution to the SDGs

12:30: Lunch                                                                                                4400 Concourse

1:15 – 2:30: Breakout Sessions                              

Breakout A: TCFD                                                                                         Classroom 4410
Moderator: Todd Cort

  • Erik Landry, Massachusetts Institute of Technology – The Task Force on Climate-Related Disclosures: Design Decisions in the Context of ESG Reporting Standards
  • Hui Wen Chan, Vice President of Corporate Sustainability at Citi
  • Jim Coburn, Senior Manager, Disclosure at Ceres

Breakout B: Liability and ESG Disclosure                                                     Classroom 4400
Moderator: David Hackett, Partner, Baker McKenzie

  • Diane Strauss, YISF – Corporate Sustainability Disclosures in American Case Law: Purposeful or Mere “Puffery”?
  • Jean Rogers, Founder of SASB

2:30: Break, coffee                                                                                      4400 Concourse

2:45: Briefing: The regulatory efforts of the European Commission     Classroom 2400
for Sustainable Finance

  • Manuel Coeslier, Portfolio Manager at Mirova and member of the European Commission's Technical Expert Group on Sustainable Finance

3:15: Wrap-up, plenary session                                                                 Classroom 2400

  • Todd Cort, YISF

3:45: Close


Event Logistics:

New Haven Hotel Reservations: 

*Hotel reservations must be made before October 19th. 

New Haven Walking Maps: 

Event Sponsors:

YISF 2018 sponsor logos