Speakers

Daniel Roarty, AllianceBernstein LP
Michele Demers, Boundless Impact Investing

Sustainable and Impact Investing's Greatest Challenge: How to Measure, Verify and Validate Results—Lessons and Insights from Leading Investors and Thought Leaders

Sustainable and impact investing are among the fastest growing asset classes as the next generation of beneficiaries demand alignment between their investments and their values. Trustees and Family Offices, however, may struggle with balancing beneficiary wishes with oversight obligations for what remains a young asset class. Now over a quarter trillion dollar market, important considerations include what are UN Sustainable Development Goals and why they matter, why take a "shared value" approach to investing in global equities, and ultimately how to measure sustainability and impact, whether "handprints" or "footprints". Hear practical lessons learned from one of the world's leading sustainability investors, as well as best practice from pioneers of impact measurement. 

More About daniel

Daniel C. Roarty was appointed Chief Investment Officer of AB's Thematic & Sustainable Equities team in 2013, which are a suite of geographically diverse strategies dedicated to the achievement of the UN Sustainable Development Goals. Since assuming this role, Daniel has become a thought leader on how to use the UN Sustainable Development Goals as a roadmap for responsible investing. In 2018, he spoke at the Sustainable Investing Conference at the United Nations to discuss the business case for ESG investing and the alignment of investor capital. He joined AllianceBernstein as global technology sector head on the Global/International Research Growth team and was named team leader for that team in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: New York.

More About Michele

Michele has twenty years of experience as a social entrepreneur, business executive, and strategist. She is Founder and CEO of Boundless Impact Investing, a market intelligence platform that provides high-quality, objective, and actionable research and tools to family offices and private investors interested in maximizing the social and environmental impact of their investments. From 2010–2013, she was Vice President at Foundation Source where she built a knowledge platform on best practices in philanthropy that was used by a network of 1200 family foundations. From 2007–2008, Michele was the Director of Communications for Humanity United, a humanitarian foundation created by Pam Omidyar and eBay founder Pierre Omidyar. She has been involved in the successful development of more than two-dozen philanthropic and nonprofit start-ups, including her own, Tattersall Consulting, from 2002 to 2007. She is a graduate of Pennsylvania State University and has a Master's in International Relations and Communications from Boston University.

Event Details

Thursday, February 27, 2020
8:00 am Sign-in
8:15–9:45 pm Breakfast Workshop

Venue

Alan Houghton and Thomas Antoshak
Goelet, LLC
780 3rd Avenue, 17th Floor
New York, NY 10017

How to Register

Registration is closed for this event.