Brandeis International Business School
An engaging and thought-provoking discussion on environmental investing and sustainability, with experienced perspectives from three investment pioneers in public markets, private markets and corporate leadership.
Moderator: Rob Brown ’88, MA’89, Senior Partner, Atlas Impact Partners
Priscilla Sims Brown, CEO, Amalgamated Bank
Tim Dunn, Founder & Chief Investment Officer, Terra Alpha Investments
Ivan Frishberg, Senior Vice President & Chief Sustainability Officer, Amalgamated Bank
Aniket Shah, Managing Director and Global Head of ESG and Sustainability Research, Jeffries
Climate change adds many more variables and uncertainties for investment professionals to consider. Panelists addressed how managers and analysts evaluate and seek to quantify the impact of climate change on investments.
Moderator: Alan Spatrick ’78, CFA, Managing Principal, Meketa Investment Group
Katherine Collins, Head of Sustainable Investing, Putnam Investments
Kim Mayer, Portfolio Strategist, GMO
Resources:
GMO White Paper - Thinking Outside of the Box: How and Why to Invest in a Climate Change Strategy
Top finance researchers from universities and the Federal Reserve Board presented research on the relationship between climate risk and financial markets, with a specific focus on the impact of sea-level rise on municipal bond markets and the impact of new carbon taxes on stock prices.
Moderator: Dan Bergstresser, Associate Professor of Finance; Co-director, Rosenberg Institute of Global Finance, Brandeis International Business School; Chair of the Undergraduate Business Program, Brandeis University
Marcus Painter, Assistant Professor, Department of Finance, Saint Louis University
Michael Schwert, Assistant Professor, Finance, The Wharton School of the University of Pennsylvania
Marcelo Ochoa-Coloma, Economist, Federal Reserve Board
A discussion about the evolving private equity landscape. Can we expect the same level of returns going forward? What role does private equity play in portfolios? How have private equity firms adapted to increased competition and high valuations? What effect will rising interest rates have?
This panel discussion focused on the role of venture capital funds in spurring sustainable innovation. Is there a scope for a private-public partnership in the VC/PE sector that accelerates innovation and addresses sustainability?
Moderator: Debarshi Nandy, Barbara and Richard M. Rosenberg Professor of Global Finance; Director, Master of Science in Finance (MSF) program; Co-director, Rosenberg Institute of Global Finance, Brandeis International Business School
Tansel Ismail, Vice President, Energy Impact Partners
Jane Kearns, Partner, Evok Innovations
Josh Lerner, Jacob H. Shiff Professor of Investment Banking, Harvard Business School
Laura Lindsey, Department of Finance Chair and the Cutler Family Endowed Professor, W.P. Carey School of Business, Arizona State University
Former Wellington Management Company Chairman and CEO Perry Traquina ’78 and Dan Simkowitz of Morgan Stanley held an insightful discussion focusing on current trends in asset management, career pathways and the future of the markets.
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Perry Traquina ’78
Chair of the Asset Management Council
Retired Chairman and Chief Executive Officer, Wellington Management Company LLP
Corporate Board Member, Morgan Stanley, eBay and Allstate
Former Chair, Brandeis University Board of Trustees
Robert Brown ’88, MA’89
Founding Partner, Atlas Impact Partners
Daniel Jick ’79
Founder and Vice Chairman, HighVista Strategies
Vice Chair, Brandeis University Board of Trustees
Alfredo Rios, MSF’06
Client Service Executive, Latin America at Western Asset Management
Deborah Shufrin ’93
Chief Investment Officer, Colby College
Joram Cukierman ’98, MA’99
Managing Director - Commodities, Goldman Sachs
David Magid ’08
Director, Kennedy Lewis Investment Management
Alan Spatrick ’78
Managing Principal/Compliance Officer, Meketa Investment Group
Debarshi Nandy
Co-director, Rosenberg Institute of Global Finance
Barbara and Richard M. Rosenberg Professor of Global Finance
Program Director, Master of Science in Finance (MSF)
Brandeis International Business School
Daniel Bergstresser
Co-director, Rosenberg Institute of Global Finance
Associate Professor of Finance
Chair, Undergraduate Business Program
Brandeis International Business School
Anna Scherbina
Associate Professor of Finance
Program Director, Master of Arts in International Economics and Finance (MA)
Brandeis International Business School
