ESG Standards in Private Equity: How SASB’s industry specific standards inform Private Investing

  • 16 Jan 2019
  • 5:00 PM - 7:30 PM (EST)
  • Fordham University, Lowenstein Building, Lincoln Center Campus, 113 W. 60th St, New York

Registration


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The explosive growth of the Impact & ESG Investment field has created a deluge of information and terminology that is often difficult to decipher especially for investment relevance.  As a cross asset class phenomenon, investors have expressed a desire for consistency, comparability and an industry specific focus on financial materiality.  Please join us as private equity GPs and the Sustainability Accounting Standards Board (SASB) discuss how to leverage industry standards and focus on financial materiality to inform GP due diligence, operational support of portfolio companies, reporting, and marketing to investors. 

Agenda:

5:00-5:30 pm: Registration & Introductions
5:30-6:30 pm: Speaker Discussions
6:30-7:30 pm: Networking and complimentary hors d'oeuvres and cocktails

Speakers

  • Jeff Cohen - Institutional Product Strategist, Sustainability Accounting Standards Board (SASB)    

    In his role, Jeff educates and partners with companies, institutional investors, and asset owners facilitating dialogue on financially material industry specific ESG topics and metrics for implementation into business strategy and investment decision making.  Jeff has a background in ESG & Impact investing across asset classes and investment strategies. Prior to joining SASB, Jeff was Head of Business Development at Sonen Capital an ESG & Impact dedicated OCIO, where he worked with investors seeking to achieve impact across asset classes and various environmental and social themes. Prior to Sonen, Jeff was a Director of Investment Opportunities at Venovate, a Fin-tech platform connecting institutional investors with unique private placement investments, where he conducted due diligence on direct company investments across business stages. Jeff has spent his career working with sophisticated investors at organizations such as Deutchse Bank, Merrill Lynch, and Gerson Lerhman Group. He holds an MBA from Georgetown University and a BBA from the University of Michigan. Jeff is a CAIA charter holder, FSA Credential Holder, and in his free time loves to play golf and go hiking with his wife and dog

  • Vishal Shah - Partner, Hudson Sustainable Investments                

    Vishal is a leading expert in the field of sustainability with over 20 years of experience in the global technology and clean energy sectors. Prior to joining Hudson, Vishal was a Managing Director and Head of Global Clean tech and Sustainable Investing sector at Deutsche Bank. His coverage included large industrial, technology and resources companies as well as emerging companies in the power, transportation, agriculture and technology sectors. Prior to Deutsche, Vishal was the Head of Global Clean Research Energy Groups at both Barclays Capital, Lehman Brothers and also worked at Morgan Stanley. Before joining Wall Street, Vishal held several leadership positions at Applied Materials. Vishal has been a trusted advisor to several start-ups in the Cleantech sector and has significant experience in dealing with operational, financial and strategic issues of several small/mid-size companies.  Throughout his Wall Street career, Vishal has been actively involved in more than 30 IPOs including Solaredge, Terraform, Enphase, SunPower, JA Solar, Trina and Canadian Solar. 

Location

Fordham University, Lincoln Center Campus, Lowenstein Building, corner of W. 60th and 9th/Columbus

Impact Capital Forum is a 501(c)(3) nonprofit organization. New York, N.Y.

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