Sorelle Ngatchou published The Energy Transition: What, How, and Why It Matters in Past Webinars 2021-10-27 18:37:13 -0400
Tuesday, April 20th at 12pm ET
This webinar will be led by FFI Solutions.
The transition from fossil fuels to clean energy is critical for society to mitigate the worst effects of climate change. Technological, economic and policy trends will accelerate this transition, heightening risks and creating opportunities for institutional investors. While endowments continue to evaluate and implement fossil fuel divestment strategies, we are beginning to see more nuanced approaches to account for the risks relating to the decarbonization of the energy and transportation sectors. And while investment into clean energy is increasing, the amount of investment required to put the world on a path to net-zero emissions future is far in excess of the amount of capital currently being deployed. The energy transition presents opportunities for endowments to align their portfolios with their mission and to reposition portfolios for this significant economic shift.
This 60-minute webinar featuring a panel of industry research experts, will focus on the energy transition with a look at the state of the fossil fuel and clean energy sectors, and the steps investors might consider to effectively re-align their portfolios. Following the presentation, participants will be provided ample time to ask questions.
In this informative and dynamic session, participants will get an overview of the Energy Transition. Speakers will address the:
- Current status of fossil fuels, with a specific look at coal, and oil and gas
- Clean energy opportunities, focusing on today’s emerging technologies
- Action steps for investors to consider in aligning portfolios with the risks and opportunities presented by the energy transition
- Presentation slides (download as PDF)
Christopher Ito, CEO of FFI Advisors, Board member of FFI Holdings
Chris is CEO and CIO of FFI Advisors responsible for conceiving and managing the FFI Energy Transition Strategies, a family of thematic strategies that provide investors with exposure to the structural shift currently occurring in the global economy. He draws upon 30 years of experience in the financial services and asset management industry. Previously, Chris served as Head of Portfolio Management at UBP Asset Management, a large fund of hedge funds firm, and spent 15 years at Deloitte, where he was a partner and national leader of the firm’s institutional investment consulting practice. Chris holds a B.S. in Accounting from The Ohio State University and currently Co-chairs the Advisory Board at the University’s Byrd Polar and Climate Research Center.
Lynn Connolly is Director of Research at FFI Solutions
Lynn is Director of Research at FFI Solutions where she manages fossil fuel reserves research and the development of The Carbon Underground 200 family of rankings, as well as research for the structuring of indexes and strategies. She also specializes in identifying market trends, companies and projects and their associated climate and/or environmental impact benefits. In addition, Lynn designs analytical models and processes related to the energy transition, climate change mitigation and adaptation investing strategies. Recently, Lynn co-authored a paper “The Missing Link: How A Distributed Ledger System Can Support Global Climate Action” and participated in the UNEP Finance Initiative and Greenhouse Gas Protocol Technical Working Group. Lynn holds a B.S. in Economics from The Wharton School at the University of Pennsylvania.
Henrik Jeppesen, Head of Investor Outreach, North America at Carbon Tracker
Henrik joined Carbon Tracker in 2017 and is responsible for broadening the distribution and usage of Carbon Tracker’s proprietary research and helping institutional investors better understand carbon and stranded asset risk. He has more than 20 years of experience in the energy and financial services sectors both as a buyside portfolio manager and sell-side research analyst and investment sales roles with leading Scandinavian investment banks. Henrik holds a M.Sc. in Finance and Accounting and a B.Sc. in Economics and Business Administration from Copenhagen Business School. He is also a Chartered Financial Analyst.
Ron Pernick, Founder and Managing Director of Clean Edge
As Founder and Managing Director of Clean Edge, Ron oversees the development and production of Clean Edge’s thematic stock indexes tracking clean energy, transportation, water and the grid. As of February 2021, financial products tracking the firms’ energy-transition and sustainable-infrastructure indexes exceed $4 billion in assets under management. Ron is the co-author of two books on clean-tech business and innovation, Clean Tech Nation (HarperCollins, 2012) and The Clean Tech Revolution (HarperCollins, 2007). He holds a BA from Michigan State University, including a year of international studies at Konan University in Kobe, Japan.
Michael Palmieri, CEO of FFI Solutions
Mike is the CEO of FFI Solutions and as part of the firm’s founding team, he led the development of The Carbon Underground 200™ (CU200) exclusionary screening services and the associated Fossil Free US Index based on the S&P 500 ex-CU200. Mike brings to FFI, extensive energy markets news gathering and price dissemination knowledge earned at Reuters, experience that is helping to spearhead the development of a series of solutions that will help investors manage the energy transition to more sustainable and impact investing strategies. Mike holds a B.S. in Geology from The Ohio State University.
Sorelle Ngatchou published Weekly News Round-Up: February 19, 2021 in Weekly News Round-Ups 2021-02-21 19:10:26 -0500
We can’t believe the Climate Action Pursuit is right around the corner! In this week’s news, we want to remind you that the February Milestone will be starting on February 24th. Be sure to register in advance to meet our 80+ speakers, and get access to 40+ sessions before it's too late.
We are equally excited to announce you of the release of IEN’s 2020 Impact Report. It was a challenging year, and we are grateful for everything this network accomplished, including the strong peer support we have seen and felt all year. Please take a moment to reflect on our year together and the impact the network is having.
Additionally, we’d like to inform you that you’ll be receiving a Special Climate Action Pursuit brief next week in lieu of the regular weekly news roundup.
Have a great weekend!Read more
Sorelle Ngatchou published Weekly News Round-Up: February 12, 2021 in Weekly News Round-Ups 2021-02-12 13:18:42 -0500
We’ve got a big announcement for you this week. We are humbled and honored to have both Dr. Ayana Elizabeth Johnson and Jacqueline Patterson join us at the 2021 Climate Action Pursuit as our February milestone keynote speakers. Dr. Ayana Elizabeth Johnson is a marine biologist, policy expert, writer, and Brooklyn native and Jacqueline Patterson is the Director of the NAACP Environmental and Climate Justice Program.
Hoping you’ve already registered and are as excited as we are for the February 24th Pursuit Kick-off, we invite you to take a look at the session descriptions here and recommend you log in to start securing your sessions of interest.Read more
Sorelle Ngatchou published 2020 Crisis Views Part 22: gwladys ngatchou in Blog 2021-02-11 13:24:16 -0500
This post by Gwladys Ngatchou, of IEN, is part of a series in which IEN members and network partners share their thinking about intentional endowment investing to address racial injustice and other diversity, equity, and inclusion themes. Follow along to read members' insights on five points endowments and institutions can learn and apply from IEN’s primer to gain financial returns while investing for a just and sustainable economy.Read more
Sorelle Ngatchou published Weekly News Round-Up: February 5, 2021 in Weekly News Round-Ups 2021-02-05 13:55:30 -0500
As we celebrate the contributions of African Americans in their struggles for freedom and equality during this Black History Month, we invite you to learn ways to address systemic equalities through your investment portfolio from our Racial Equity Primer.
Registering for The Racial Equity Investment Frameworks, Diversity in endowment’s asset management, and Due Diligence 2.0 commitment sessions of the Climate Action Pursuit will help you effectively engage with racial equity work.
Use this link to join us for Climate Action Pursuit office hours and get all of your questions answered and all of the information you need on Thursday, February 11th at 1 PM EDT. More information below.Read more
Founder and President of The WAGE Project, Inc. (WAGE)
Evelyn Murphy is founder and President of The WAGE Project, Inc. (WAGE), a nationwide, grassroots, action-organization dedicated to eliminating the gender wage gap. Prior to turning over $tart $mart and Work $mart-- salary negotiation workshops teaching women how to get paid what we are worth—to the American Association of University Women, WAGE facilitated these workshops in 49 states on 400 campuses and to working women. Now, she co-chairs of the Mayor Walsh’s Boston Women’s Workforce Council, working with employers to eliminate their gender wage gaps.
She served as MA Secretary of Environmental Affairs and later, Secretary of Economic Affairs. In 1986, she was elected Lt. Governor of Massachusetts, becoming the first woman in the state’s 200 year history to hold any constitutional office.
Dr. Murphy is Director of Citizens Energy Corporation. She has been a corporate director of six publicly traded, mutual and privately held corporations. In her civic role, she is a founding Director of The Commonwealth Institute; Trustee, the MA Treasurer’s Economic Empowerment Trust Fund; Advisory Board Member of both the Center for Women and Work, UMass Lowell and the Center for Women in Politics and Public Policy, UMass Boston.
She earned a BA in mathematics from Duke University; MA in economics from Columbia University; a PhD in economics from Duke University. She is the author of Getting Even: Why Women Don’t Get Paid Like Men and What To Do About It, recipient of eleven honorary degrees, and the Distinguished Alumnae Award of Duke University Graduate School, and over one hundred awards from federal, state and community organizations, including in 2017 the Pinnacle Award for Lifetime Achievement by the Greater Boston Chamber of Commerce
Sorelle Ngatchou published Weekly News Round-Up: January 22, 2021 in Weekly News Round-Ups 2021-01-22 14:57:34 -0500
It has been an eventful week. First the observation of Martin Luther King Jr Day whose work on racial equity is as relevant now as ever and the peaceful transfer of power at the Capitol Hill this Wednesday. It’s just been a couple of days since the Biden-Harris administration took over yet, we can already see traction on climate policy at the overall office.
In this week’s news, we invite you to sign-on an investor policy recommendation letter to President Biden encouraging the adoption of these recommendations by the Biden-Harris transition team. Read the letter and sign on here.Read more
Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes provides specialized capabilities across a wide range of asset classes to investors around the world. The company offers a broad range of investment strategies, from liquidity solutions to high active share global and regional equities to active credit and private markets. Each investment team works with Responsible Investing Office personnel as they look to incorporate proprietary ESG tools and insights from our in-house engagement and stewardship team, EOS at Federated Hermes.
I am a purpose-driven leader with deep experience in helping corporations, mission-driven entities, and individuals achieve their strategic objectives. My unique perspective comes from more than twenty-five years of hands-on creative work in the capital markets at the intersection of the public, private, and philanthropic spheres, including public-private partnerships, portfolio management, and ESG / sustainable / impact investing. In assuming multiple roles in my career - as an investor, operating executive, transaction lead, grantee, consultant, board member - I see patterns and solutions across systems, sectors, and issue areas. I am particularly interested in working with evolving organizations and families and developing innovative investment strategies that mobilize resources to help solve the pressing issues of our time.
- Organizational governance, enterprise risk, and financial operations
- Board and Investment / Finance / Audit Committee experience
- Creating and implementing sophisticated investment portfolios across a full range of asset classes
- Trends in wealth management, institutional investing, philanthropy
- ESG / Sustainable / Impact Investing, with a focus on strategic alignment, private investments, program-related investments, and blended Return on Investment (ROI) frameworks
- Fund development strategy
- Multi-Family Office leadership
- Community Foundation strategy and operations
- Private investments (private equity, venture capital, real estate)
- Real assets: project finance, infrastructure, cleantech, land, water, ecosystems services and conservation credits
Sorelle Ngatchou published Weekly News Round-Up: January 15, 2021 in Weekly News Round-Ups 2021-01-15 12:53:35 -0500
We delighted to inform you that we hosted a webinar last Saturday in collaboration with The Boarding School on how young people with a seat at the table can add unique perspectives to their university’s investment practices and oversight. You can see the recording of the event here. We equally had an engaging webinar on how participating asset owners and managers can leverage CDP’s disclosure database to support sustainability and climate-related investment goals. For those that couldn’t make it, you can access the recording here.
Also, remember to register for our upcoming webinar on the importance of incorporating biodiversity risk into your portfolio and how you can make informed investment decisions around biodiversity. Register here.Read more
Sorelle Ngatchou published Fiduciary Duty & Policy Working Group in Join an IEN Working Group 2021-01-12 13:42:13 -0500
Sorelle Ngatchou published Justice, Equity, Diversity & Inclusion (JEDI) Working Group in Join an IEN Working Group 2021-01-12 13:42:00 -0500
Sorelle Ngatchou published Gender Lens Investing Working Group in Join an IEN Working Group 2021-01-12 13:41:49 -0500
Sorelle Ngatchou published Shareholder Engagement Working Group in Join an IEN Working Group 2021-01-12 13:41:38 -0500
Sorelle Ngatchou published Trustee Peer Group in Join an IEN Working Group 2021-01-12 13:41:27 -0500
Sorelle Ngatchou published Sustainable & Impact Investing Learning and Knowledge (SIILK) in Join an IEN Working Group 2021-01-12 13:41:06 -0500
IEN Working Groups meet regularly to advance key strategies in support of the network's goals. Below, is a brief description of the current Working Groups. Some are intended to be long-standing, while others form around specific tasks for a short period of time. If you are interested in participating in existing Working Groups, or forming new ones, please contact us.
Sorelle Ngatchou published Weekly News Round-Up: January 8, 2021 in Weekly News Round-Ups 2021-01-08 13:24:28 -0500
In this new year, while we look forward to working together, we acknowledge the attack on American democratic institutions this week and appreciate the responses of higher education and business leaders to hold those responsible accountable.
We are excited to inform you the 2021 Climate Action Pursuit is now open for registration! Make sure you secure your spot here. We are also thrilled to announce the request for proposal submissions have been extended to January 12, 2021. Help elevate the pursuit agenda by submitting a session proposal here.Read more
Sorelle Ngatchou published Webinar: How You Can Help Stop the Sixth Mass Extinction. The Importance of Considering Biodiversity Conservation When Constructing Your Portfolio in Past Webinars 2021-01-08 10:51:18 -0500
IEN Webinar: How You Can Help Stop the Sixth Mass Extinction - The Importance of Considering Biodiversity Conservation When Constructing Your Portfolio
Date: February 03, 2021 at 10am
“Biodiversity” encompasses all forms of life on Earth, including the smallest microorganisms to the largest mammals and plants. Earth’s ecosystems rely on the delicate balance of biodiversity to provide the services necessary for our planet’s survival. By no coincidence, in less than 50 years we have upset this balance resulting in an overall decline of 60% in population sizes of vertebrate species and the alteration of over two-thirds of both land and marine environments.
A knowledge gap exists within the investment community about how to manage the risks and opportunities associated with biodiversity conservation. This leaves investors, including those that already integrate ESG issues into their investment decisions, vulnerable to a magnitude of risks.
In this 60-minute webinar, panelists will explain the importance of incorporating biodiversity risk into your portfolio and how you can make informed investment decisions around this topic. Following the presentation, participants will be provided ample time to ask questions.
This webinar is led by Karner Blue Capital.
Learn more about FAIRR's current engagements:
- This engagement will focus on eight salmon aquaculture producers to develop and disclose a science-based strategy for managing ESG risks in their feed supply chains, including uptake of the use of alternative feed ingredients, to protect marine biodiversity and secure future industry growth.
- The target companies are: Bakkafrost, Grief Seafood, Mowi, Multiexport Foods, SalMar, Salmones Camanchaca, Leroy Seafood and Tassal Group.
- This engagement will focus on seven of the largest global protein producers to address labour risks in their supply chain. Specifically, existing structural human capital risks to support the long-term sustainability of the meat industry.
- The target companies are: Tyson Foods, WH Group, BRF, JBS USA, Sanderson Farms, Cranswick and Marfrig.
Vicki Benjamin, CEO Karner Blue Capital
Maria Lettini, Director of Farm Animal Investment Risk & Return (FAIRR) Initiative and IEN Steering Committee Member,
Thomas Yoon, Head of Research at Karner Blue Capital
Faazi Adam, Research & Engagement Manager at FAIRR