Boston Carbon Risk Forum

Posted by Brad Johnson Mon, 29 Sep 2014 12:00:00 GMT

The Carbon Risk Forum will bring together city and state government leaders, financial professionals, and leaders of organizations concerned about carbon risk in their investments. We are faced with growing evidence of the risk inherent in fossil fuel investments – it’s time to responsibly move to more sustainable, safer, investments. In the last year, over 30 local governments have moved to divest from fossil fuels, and we hope you will join us for an in-depth examination of the issues and a discussion of what institutions can do to lower their carbon risk. Addressing carbon risk by divesting is financially, morally, and politically prudent. This is a growing movement and we must now map out the path forward for responsibly moving our assets into more sustainable investments. The Forum will provide a unique opportunity for local governments and the institutional financial sector to interface on the components and implications of fossil fuel divestment. The Forum will build off of the successful Seattle Divestment Forum.


8:00am ​Breakfast and Registration

8:30am Welcome and Introduction
  • The Reverend Doctor Robert Massie
  • Moderator: Councilor Leland Cheung
9:00 – 10:00am Carbon Risk: Framing the Problem and the Response
  • Mark Campanale, Carbon Tracker Initiative
  • Mark Lewis, Kepler Cheuvreux
  • Moderator: District Attorney Sam Sutter

10:00 – 10:15am Break

10:15 – 12:00pm Divestment as a Response
  • Stuart Braman, Fossil Free Indexes
  • John Fisher, Bloomberg LP
  • Bevis Longstreth, Corporate Finance Lawyer and Professor
  • Leslie Samuelrich, Green Century Funds
  • Moderator: Councilor Seth Yurdin
12:00 – 1:30pm Lunch and Keynote
  • Mayor Joseph Curtatone, Somerville MA
  • Moderator: Representative Marjorie Decker
1:30 – 2:30pm What Happens if you Divest?
  • Thomas Kuh, MSCI
  • Liz Michaels, Aperio Group
  • Moderator: Councilor Michelle Wu

​2:30 – 2:45pm Break

​2:45 – 3:45pm Divestment Case Study
  • Donald P. Gould, Pitzer College Board of Trustees
  • Eric Becker, Sterling College Board of Trustees
  • Dan Curran, President, University of Dayton
  • Moderator: Stu Dalheim, Calvert Investments
3:45 – 4:45pm Carbon Risk Roundtables
  • Getting Pension Boards to Yes – Stephanie Leighton, Trillium Asset Management
  • Divestment or Engagement – Leslie Samuelrich, Green Century Fund
  • Maximizing the Political Benefit of Divesting – Mike McGinn, Former Seattle Mayor
  • Reinvestment Possibilities – Ken Locklin, IMPAX, Karina Funk, Brown Advisory
  • State-level Divestment – Rep. Marjorie Decker, Rep. Aaron Michlewitz
  • City-level Divestment – Councilor Seth Yurdin

​4:45 – 5:00pm Closing

​5:00 – 6:00pm Reception

  • Shelley Alpern, Director, Social Research & Shareholder Advocacy, Clean Yield
  • Craig Altemose, Executive Director, Better Future Project
  • Jim Antal, Conference Minister and President, Massachusetts Conference, United Church of Christ
  • Rebecca Bar, Coordinator, Investor Program, Ceres
  • Edward Bean, Finance Director, City of Somerville, MA
  • Eric Becker, Chief Investment Officer, Clean Yield Asset Management
  • James Bennet, Deputy Chief Investment Officer, MainePERS
  • Shoshana Blank, Senior Research Fellow, The Sustainable Endowments Institute
  • Stuart Braman, Founder and CEO, Fossil Free Indexes
  • Dylan Brix, ESG Analyst, Sustainability Group at Loring, Wolcott & Coolidge
  • Will Brownsberger, State Senator, MA Senate
  • Nick Buonvicino, Student, Merrimack College
  • Chris Burns, Deputy Executive Director, Cambridge Retirement System
  • Ben Caldecott, Programme Director, Smith School, University of Oxford
  • Mark Campanale, Director & Founder, Carbon Tracker, London
  • Jay Carmona, Community Divestment Campaign Manager,
  • Michael Carter, Chief Administrative Officer, City of New Haven, CT
  • Leland Cheung, Councilor, Cambridge
  • Jim Coburn, Senior Manager, Ceres
  • Gary Cohen, President, Health Care Without Harm
  • Anthony Cortese, Principal, Intentional Endowments Network
  • Daniel Curran, President, University of Dayton, Ohio
  • Joseph A. Curtatone, Mayor, City of Somerville, MA
  • Mark Dailey, Deputy Chief of Staff for Senate Majority Leader Stan Rosenberg, Massachusett Senate
  • Stu Dalheim, VP, Shareholder Advocacy, Calvert Investments
  • Chris Davis, Director of Investor Programs, Ceres
  • Marjorie Decker, State Representative, Cambridge, MA
  • Rosamond Delori, Board Chair, World Learning
  • Sheila Dormody, Acting Policy Director/Sustainability Director, City of Providence
  • Van Du, Special Assistant/Sustainability Adviser, City of Boston – Environment, Energy, and Open Space
  • Darcy DuMont, Advocate, 350MA
  • Jameson Dunn, Student, Merrimack College Financial Group
  • Paul Ellis, Sustainable Investment Consultant, Beacon, NY/Paul Ellis Consulting
  • Austin Faison, Director of Operations/Parking Clerk, City of Somerville, MA
  • Topher Fearey, Business Development, Brown Advisory
  • John Fisher, Bloomberg LP
  • Michael Flaherty, Mayor, At-Large Counciler, City of Boston, MA
  • Brett Fleishman, Senior Analyst,
  • Emily Flynn, Associate Director, Sustainable Endowments Institute
  • Jean Foster, Environmental Action Team Chair, Cambridge
  • Tom Francis, Director, Oil & Gas Research, Fossil Free Indexes, LLC
  • Sidni Frederick, Co-Coordinator, Divest Harvard
  • Karina Funk, Co-Portfolio Manager, Brown Advisory
  • Thomas Gainey, Vice President, Pax World
  • Eli Gerzon, State Divestment Organizer, Better Future Project
  • Donald Gould, President, Gould Asset Management LLC
  • Bradford Goz, Director, Fossil Free Indexes
  • Vanessa Green, Campaign Director, Divest-Invest Individual
  • Shannon Gurek, Vice President, Finance and Administration, South Hadley
  • Gilda Gussin, Consultant, Change Producers
  • Bob Helmuth, Senior VP – Stakeholder Relations, Pax World Investments LLC
  • Spencer Hendersen, Client Service Representative & Research Associate, Aequitas Investment Advisors LLC
  • Kathryn Hoffman, Director, Berkeley/ California Student Sustainability Coalition
  • Wendy Holding, Trustee, The Sustainability Group
  • Robert Hooper, Trustee, State of Vermont VPIC
  • James Irwin, Senior Associate, Mayors Innovation Project
  • Jenny Isler, Director of Sustainability, Clark University
  • Christine Jantz, President & Portfolio Manager, Boston
  • Brad Johnson, Reporter, New Republic
  • Brett Juliano, ESG Research, MSCI
  • Emily Kirkland, Communications Coordinator, Better Future Project
  • Emily Koo, Deputy Director of Policy, City of Providence
  • Thomas Kuh, PhD, Executive Director, MSCI ESG Indexes
  • Laura Kunkemueller, Investment Consultant, Mercer
  • Natasha Lamb, Director, Equity Research & Shareholder Engagement, Arjuna Capital
  • Alex Lamb, Senior Consultant, EY
  • Stephanie Leighton, Partner & Portfolio Manager, Trillium Asset Management
  • Mark Lewis, Senior Analyst, Kepler-Cheuvreux
  • Jason Lewis, State Senate, Middlesex, MA
  • Kenneth Locklin, Senior Portfolio Advisor, Impax
  • Bevis Longstreth, Former Commissioner, SEC, New York City
  • Tim MacDonald, Senior Fellow, Capital Institute
  • James Maguire, Director, Grants Management & Accounting, Merck Family Fund
  • Robert Massie, Advisor,
  • Jessica Matthews, Managing Director, Cambridge Associates
  • Chloe Maxmin, Student, Divest Harvard
  • Michael McDonald, Reporter, Bloomberg News
  • Michael McGinn, Former Mayor, Seattle WA
  • Robert Melton, Vice President, MSCI
  • Liz Michaels, Director, ESG/SRI; Chief of Staff, Aperio Group
  • James Michel, Trustee, First Church in Jamaica Plain
  • Aaron Michlewitz, State Representative, House of Representatives
  • Amy Miller, City and State Divestment Campaigner,
  • Andy Mims, Trustee, Boston/The Sustainability Group
  • James Monagle, City Auditor, City of Cambridge, MA
  • Richard Mott, Environment Director, Wallace Global Fund
  • Nelson Murphy, Director, Investor Development, United Church Funds
  • Jaclyn Olsen, Assistant Director, Harvard University Office for Sustainability
  • Mark Orlowski, Executive Director, Sustainable Endowments Institute
  • Mark Peters, Principal, Federal Street Advisors
  • Mark Quercio, Investment Professional, NorthPointe Wealth Management
  • Susan Redlich, Divestment Team Member,
  • Kelly Regan, Investment Consultant, NEPC
  • Satya Rhodes-Conway, Managing Director, Mayors Innovation Project
  • Dave Rogers, State Representative, Massachusetts House of Representatives
  • Leslie Samuelrich, President, Green Century Capital Management
  • Charles Sandmel, Portfolio Manager, First Affirmative Financial Network
  • Sam Sutter, District Attorney, Bristol County
  • Andrew Thompson, Client Relationship Manager, Boston Common Asset Management
  • Leah Turino, Environmental, Social, and Governance (ESG) Associate, Boston Common Asset Management
  • David Unger, Journalist, The Christian Science Monitor
  • Austin Williams, Environmental Caucus Chair, College Democrats of Massachusetts
  • Emily Williams, Communications Intern, Better Future Project
  • Candace Williams, Legislative Aide to Senator Michael Barrett, MA State Senate
  • Canyon Woodward, Student Coordinator, Divest Harvard
  • Michelle Wu, City Councilor At-Large, City of Boston, MA
  • Seth Yurdin, Majority Leader, Providence City Council
  • Giovanni Zinn, Project Manager, City of New Haven, CT
  • Andrew Zucker, Senior Research Scientist, Concord MA / The Concord Consortium