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ESG in Private Markets, Session 4: Portfolio Construction – More than Risk and Return
ESG is no longer a mere add-on in a portfolio or investment strategy; for an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must to continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.

What’s evident is that, while there are innovative developments in the space, there is a general misunderstanding (or worse, misconception) around ESG integration when it comes to private market asset classes. Join CAIA, in partnership with Nuveen, for a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. We’ll explore:

1. Public to Private Markets: The Evolution of ESG Data (September 28th, 2021)
2. Private Capital: Alignment of GPs and LPs (October 27th, 2021)
3. Real Assets: Mitigating the Physical and Transition Risks of Climate Change (November 9th, 2021)
4. Portfolio Construction: Beyond Risk and Return (December 15th, 2021)

In the fourth session, we will discuss how asset owners can best integrate some of the most material ESG issues into their portfolios, regardless of asset class.

CAIA designation or affiliation is NOT required to attend any of the sessions.

Speakers:
- Marc deBree, CAIA – Head of Real Estate and Alternatives, TIAA General Account
- Andrew Collins, FSA – Director of ESG & Responsible Investing, San Francisco Employees’ Retirement System (SFERS)
- Daniel Ingram, Senior Vice President, Wilshire

Moderator:
Maria Long, Research and Content Director, Standards Board for Alternative Investments

Dec 15, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Andrew Collins, FSA
Director of ESG & Responsible Investing @San Francisco Employees’ Retirement System (SFERS)
Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $30 billion Plan. He joined SFERS from State Street Global Advisors where he was an ESG Investment Strategist. Prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB) where he was the lead author and key architect of SASB’s 77 industry standards. He has also held roles in environmental auditing and consulting, and he began his career as a corporate sustainability manager for the Indian conglomerate Mahindra & Mahindra. Andrew holds a BS from Yale University and is a Fundamentals of Sustainability Accounting (FSA) credential holder.
Marc deBree, CAIA
Head of Real Estate and Alternatives @TIAA General Account
Marc is Head of Real Estate and Alternatives for the TIAA General Account. He is responsible for developing and directing investment strategy and overseeing investment activity within the General Account’s global, multi-asset class alternatives portfolio. Previously, Marc had been part of the portfolio management team at Nuveen Real Estate where he led acquisition and disposition activities for multiple accounts along with the development of investment management strategies for existing investments. Marc joined TIAA in 2007 and prior to his portfolio management roles, sourced and underwrote new real estate investment opportunities in markets across the U.S. Before joining TIAA, he was as an environmental planner advising private sector and public sector stakeholders on their natural resource management initiatives. Marc graduated with a B.A. in Urban Studies from The College of Wooster, and both an M.B.A. and a Master's of Regional Planning from UNC and is a CAIA Charterholder.
Maria Long
Research and Content Director @Standards Board for Alternative Investments
Maria Long joined the SBAI as Content and Research Director in August 2020 and is responsible for the SBAI’s Working Groups and Toolbox publications. Prior to joining the SBAI, she was an Operational Due Diligence Analyst at Man FRM (‘FRM’) a Fund of Hedge Fund and Managed Account Provider based in London. Prior to joining the Operational Due Diligence Team in 2015, Maria was the Head of FRM Middle Office. Her responsibilities included oversight of valuation production, expense payments, FX hedging and reconciliations. Prior to joining FRM in 2008, Maria worked for Northern Trust Hedge Fund Services in Dublin running the Fund of Hedge Fund Accounting Team and also held operational roles at Unigestion SA and Thames River Capital (UK) Limited, both hedge fund managers based in London. Maria received first class honors for a BSc in Physical Sciences from the Open University in June 2017.
Daniel Ingram
Senior Vice President, Responsible Investment @Wilshire
Based in Santa Monica, California, Daniel helps advise institutional asset owners on how to protect and grow long-term capital by integrating Environmental Social and Governance (ESG) risks and opportunities into investment decisions. Daniel facilitates educational workshops, designs ESG policies, sources high-performing investment products and conducts impact analysis on portfolios. He is the Chair of Wilshire’s ESG and Diversity Committee and a member of the firm’s Research Group. Before re-locating to the USA from the UK, Mr. Ingram worked in-house as the Head of the Responsible Investment for the BT Pension Scheme, the UK’s largest corporate defined benefit plan. Previously, he worked at Hermes Investment Management as a senior corporate governance analyst and as a policy analyst at Her Majesty’s Treasury on a number of high-profile reviews, including the Stern Review of the Economics of Climate Change.