7:00 am Registration / Networking / Breakfast Buffet Opens 7:30 am Breakfast / Roundtable Introductions and Topic Discussion 7:50 am Program Presentation Begins 9:00 am Adjourn Presentation
9:15 am Final Networking
Environmental, Social and Governance (“ESG”) risks are playing an increasing role in institutional investor decisions. Investors are seeking greater transparency/disclosure from companies and their boards of directors on their ESG policies, metrics, results and progress towards achieving ESG goals.
ESG spans a broad range of issues from climate change to human capital management to board refreshment, assessment and composition. Governance expert, Sarah Teslik, joined panelists, John Hoeppner and Mac Ryerse, in providing insights and perspective of what matters most to proxy voters, along with some colorful do’s and don’ts based on real life examples.
As a partner at Joele Frank, Sarah connects clients to their shareholders and stakeholders globally for ESG engagement, drafts key ESG corporate disclosures such as proxy statements, climate-risk reports, annual and CSR reports, shareholder correspondence, executive speeches and presentations. She is the founder, organizer and manager of the annual Women in Governance Lunch for 50 women on Global 100 boards and 50 women who elect them from the leading global asset managers and is the founder and manager of the Energy Governance Group that enables over 50 major energy companies’ executives to compare notes on ESG issues. Sarah previously was SVP of Governance and Communications at Apache Corporation for 9 years, the Founding Executive Director of the Council of Institutional Investors (19 years), a corporate and governance attorney at two major law firms and CEO of the Certified Financial Planner Standards Board. She holds degrees from Georgetown University (JD), Oxford University (MA) and Whitman College (BA).
Head of US Stewardship and Sustainable Investments Legal & General Investment Management America
John joined LGIMA in 2018 as Head of US Stewardship and Sustainable Investments. He is the US representative of the Corporate Governance team. John is charged with shaping the firm’s corporate engagements and driving demand for sustainable investing strategies in the US market. He joined from Mission Measurement where he led the Impact Investing practice, and launched an ESG data and consulting business. Prior, John held multiple senior product positions in the asset management divisions of UBS and Northern Trust. John championed a range of corporate and product related sustainable investment efforts. He started his investment career at Cambridge Associates on the capital markets research team. John earned a Bachelor of Commerce from McGill University in Montreal, Canada.
Mac Ryerse is Lead Analyst (US), Responsible Investment (RI), and Senior Portfolio Manager at Columbia Threadneedle Investments, where he leads and coordinates the delivery of CTI’s RI capability and activities out of the US. He also serves as a co-manager on the U.S. Social Bond Fund, adding responsible investment expertise and ESG capabilities to the strategy.
Prior to assuming his current roles, Mr. Ryerse was Director of Responsible Investment at CTI in the US for two years and Senior Corporate Governance Analyst for five years. Prior to joining CTI, he was corporate secretary and chief governance officer at Potlatch Corporation, with additional responsibility for corporate strategic planning and stakeholder relations.
Mr. Ryerse is currently a member of the PRI Fixed Income Advisory Committee, the Sustainability Accounting Standards Board (SASBÂ®) Standards Advisory Group, and holds the SASBÂ® FSA Level I certification.
He holds an MBA from Bethel University, a Master’s degree in Organizational Development from Gonzaga University, and a Bachelor’s degree in Communications from Gustavus Adolphus College. Mr. Ryerse has served on the graduate school faculty at Bethel University where he taught corporate finance.