The Future of ESG Data America 2023

24 April 2023, 1:00 PM BST

Convene • 600 14th St NW, Washington, DC 20005, United States



Chair's opening remarks

Peter Cripps, Editor, Environmental Finance


Fireside chat – industry responses to the new SEC disclosure regulations


Standards keynote – how far we are from a standardized framework for ESG reporting, in the U.S. and globally?

Neil Stewart, Director of Corporate Outreach, ISSB/IFRS Foundation


Panel – discussing the current political and legal landscape for ESG in the US: how does it impact ESG data and the wider ESG market?

  • Discussing the regulatory environment and politicization of ESG investing in the US – how might this play out in the run-up to elections in 2024?
  • Rebublican vs. Democrat movements and proposed bills for divestments of ESG assets vs. divestments of fossil fuels
  • Industry implications: how could the political divide over ESG affect flows of funds into ESG assets, and disclosure of data relating to ESG investments?
  • Litigation issues and their impact on ESG adoption and disclosure in the US

Alice Hill, Senior Fellow for Energy and the Environment, Council on Foreign Relations
Steven M. Rothstein, Managing Director, Ceres Accelerator for Sustainable Capital Markets, Ceres


Coffee break


Panel: Emerging developments in measuring the “S” pillar of ESG

  • What data can be defined as “social”, and to what extent can the social component of an investment be quantified?
  • What advances are being made in measuring DEI (diversity, equity and inclusion)?
  • Examining models being developed by ratings providers to measure social materiality – what criteria is used?
  • Striking the balance between disclosure and privacy:  Understanding legal risks and civil liberty issues when collating social data

Jonathon Smith, Associate Director, Sustainable Fitch
Nick Sapirie, Vice President, Single-Family Capital Markets, Fannie Mae
Ruthann Bartello, CFA, Director, Client Relations, Morningstar Sustainalytics


Panel: What ESG data do investors want? How are they using the data for investment decisions?

  • Prioritising data needs and aligning them with the ESG investment strategy
  • Investor insights on emerging disclosure regulations and standards
  • Investor perspectives on ESG ratings providers: discussing the limitations of using proprietary data sets
  • Using third-party data vs. developing in-house tools and methodologies
  • What data do investors want from issuers, and why?

Elizabeth King, President, Sustainable Finance & Chief Regulatory Officer, Intercontinental Exchange

Dave Stangis, Chief Sustainability Officer, Apollo Global Management
Laurel Peacock, Head of ESG, NGP
Yovanka Bylander, Senior Vice President & Head of Sustainability, TimesSquare Capital Management




Panel: How are corporates building ESG reporting strategies? Advances made and lessons learned

  • Bridging the data knowledge gap between investors and issuers
  • Corporate insights on the SEC’s new regulations and ISSB standards
  • Aligning with TCFD and SASB (IFRS)
  • Ensuring clear, accurate and consistent data
  • Selecting and working with ESG data providers
  • Using cloud-based solutions
  • Ensuring cross-company engagement between all departments (sustainability, finance, compliance etc) and senior management

Beth Byington, Global Head of Corporate ESG and Climate Solutions, MSCI

Dawn Emling, Head of Sustainability Initiatives, Lincoln Financial Group



Panel: Metrics for measuring natural capital: achieving speed, scale and integrity in natural capital MRV (monitoring, reporting, verification)

  • The current state of the natural capital market:  What are the barriers to achieving scalability and credibility? 
  • Recent initiatives in developing nature-related and biodiversity investment data – what sources and mapping tools are available?
  • Forest carbon and natural capital
  • Update and insights from the TNFD (Taskforce on Nature-related Financial Disclosures)
  • Looking ahead - future potential innovations and drivers for growth in natural capital and biodiversity data

Alessandro Baccini, Co-Founder and Chief Scientist, Chloris Geospatial
James d'Ath, Data and Analytics Technical Lead, TNFD
Jennifer Jenkins, Chief Sustainability Officer, Rubicon Carbon



Afternoon break


Keynote Presentation/Interview - Pension fund perspectives on ESG and ESG data


Panel: The role of ESG data in the transition to net zero

  • What tools are available for measuring your net zero commitments, and how reliable are they?
  • Emerging standards and best practices for measuring transition
  • The role of ESG ratings

Paulina Tarrant, Net-Zero Engagement Manager, Science Based Targets Initiative
Robert White, Co-Chair, Climate Transition Finance Working Group, ICMA & Managing Director, Head of Green & Sustainable Hub, Americas, Natixis
Sam Schrager, Head of US Climate Analytics, ISS ESG


ESG data in private markets – the transparency tipping point

Andrea Ramirez, AVP, Head of ESG Client Strategy, Preqin


Chair’s closing remarks


Close of conference and networking drinks reception