Their expertise and insight helped to shape the agenda for an unforgettable event.
Arik Ben Dor
Head of quantitative equity research
Over the past 15 years, Dr. Ben Dor oversaw large scale research projects in rates, credit, equities, and hedge funds used by the largest institutional investors globally, including central banks, Sovereign wealth funds, asset managers, insurance companies, pensions and hedge funds. His research focused on asset allocation, smart beta, alpha generation, portfolio optimization, risk management, cost of investment constraints and hedging.
He published two books on quantitative investing in credit securities and over a dozen articles in leading industry journals such as the Journal of Portfolio Management, Journal of Fixed Income, Journal of Investment Management, and Journal of Alternative Investments.
He co-authored the influential articles on ‘DTS (Duration Times Spread)', a new approach to measuring the spread risk of corporate bonds and credit default swaps. It changed industry practices and was widely adopted by credit investors globally. One of his articles received the Martello award for the 2007 best practitioner paper, and his research on ‘cloning' hedge funds was the basis for several products and was awarded a U.S. patent.
His recent work on exploring the cross-asset relation between stocks and bonds was the basis for constructing systematic equity strategies such as momentum and ‘value' based on credit signals, and the usage of equity derivatives for hedging high-yield bonds. His systematic strategies were adopted by some of the largest global asset managers and were presented in leading industry conferences.
Prior to his current role, Dr. Ben Dor worked at Lehman Brothers and Morgan Stanley. He holds a PhD in Finance from the Kellogg Business School at Northwestern University, and completed his B.A. and M.A. in Economics from Tel Aviv University, Cum Laude.
Managing director and chief data officer, Americas
Since joining SG in 2009, he has held a range of positions. Currently, he is the Chief Data Officer, SG Americas, with responsibility for data management and governance within the Region. This function is responsible for implementing the requirements of BCBS 239, establishing sound data governance framework that meets Group needs and local supervisory expectations, and creating a solid platform for the data to be leveraged for strategic business decisions. Prior to that, he headed up the Project Management Office for the SG US Transformation project. SG roles before that included Deputy CFO of the Americas Region of their Corporate & Investment Bank and Head of Finance Offshoring in SG Bangalore.
Prior to joining SG, Bala was with the Canadian Imperial Bank of Commerce (CIBC) for fourteen years in a range of positions in Toronto and New York. As Senior Vice President of the Wholesale North America Finance, he headed up the controllership function for CIBC’s World Markets and Treasury & Risk Management Strategic Business Units within North America. With a global team across Toronto and New York, he was responsible for establishing a SOX-compliant industry-leading Finance control environment as well as supporting the efficient execution of business initiatives and managing the Finance related US regulatory relationships during a very demanding period. Prior to that, he also had stints as the business-line controller for the Bank's US origination businesses (Corporate Lending, Investment Banking, Merchant Banking, Structured Finance, and High Yield), as well as the 2/ic to the Chief Accountant, with responsibility for consolidated financial, management and regulatory reporting at the corporate level.
Born and brought up in Mumbai India, Bala has a degree in mathematics from the University of Mumbai and holds professional accounting qualifications from both India and the United States. He lives in Montclair, New Jersey is married with two children, and enjoys long-distance running.
Head of liquid markets
Christian Kjær is Senior Vice President and ATP’s Head of Liquid Markets, an in-house risk-balanced multi-asset investment team with overall responsibility for the liquid part of ATP’s investment portfolio. He is a member of the investment committee, the committee for social responsibility and the corporate governance forum within ATP. Christian has previously held responsibility for global equities, inflation and volatility in ATP which he joined in 2015 as Portfolio Manager.
Prior to joining ATP Christian was Head of Inflation Trading in Nordea Markets. Before that he held positions in the Insurance and Pension Solutions Group at Credit Suisse, the Institutional Solutions group at Nordea Markets and Mckinsey & Company
Christian holds a M.Sc in Economics and a Ph.D in Economics (Game Theory) from the University of Aarhus, Denmark
In his spare time, Christian enjoys hanging out with his family and loves taking his race bike for a spin in the countryside
Wildlife Conservation Group
Prior to Wildlife Conservation Group, Edward Mitby, CFA, was a Senior Artificial Intelligence Researcher in the Investment Management Group at Vanguard focusing on AI and machine learning explainability and interpretability as well as machine learning for equity factor return modelling. He has extensive experience in ESG, climate, and infrastructure investing as well as ESG data. He holds an MS in Operations Research and a Certificate in Artificial Intelligence from Stanford University, is a CFA Charterholder and Chartered Market Technician, and is AWS Machine Learning Certified. He also holds a CFA Certificate in ESG Investing.
Chief sustainability officer, Americas
Hervé Duteil created the first position of Chief Sustainability Officer for BNP Paribas in the Americas in 2014.
In this role, he leads the Bank’s regional strategy for Sustainable Finance, Corporate Social Responsibility, and Company Engagement, bringing in particular a strong focus on promoting client dialogue around sustainability topics and the development of tailored financing solutions or responsible investment products. In 2018, Euromoney selected him as one of the 10 “champions of global impact banking”
Hervé served as a member on CFTC’s Climate-Related Market Risk Subcommittee of the Market Risk Advisory Committee. He currently sits on SIFMA Sustainable Finance Task Force, Canada Standards Association’s Technical Committee for the Development of a National Standard for “Transition & Sustainable Finance”, WBCSD’s Sustainable Finance Policy task force as well as the Yale Initiative on Sustainable Finance Advisory Board.
Head of sustainable investing, equities
Mr. Ruskin joined PineBridge Investments in 2017 and is a Senior Research Analyst covering Global Cyclical stocks for the Global Focus Equity team, and is also the Head of Sustainable Investing for Equities, ensuring that the Equities team is at the forefront of integrating ESG into their investment strategies, including how they engage and assess companies. Mr. Ruskin is also a member of PineBridge’s ESG Investment Committee. He has 23 years of experience in equity investing and corporate strategy consulting, and has worked in a number of leading organizations in equity research and in portfolio management. Mr. Ruskin began his career at Stern Stewart (EVA), then was a manager in strategic planning at American Express before moving to Putnam Investments as a Vice President in Global Equities and then as a Partner and Co-Portfolio Manager with Temujin Fund Management. Before joining PineBridge, he was a PM/Senior Analyst at Acclivity Capital Management, an asset management venture which he co-founded. Mr. Ruskin received his BA from Princeton University and his MBA from Wharton. He is a member of the CFA Institute.
Climate Finance Advisors
Stacy Swann (Founder & CEO) the CEO and Founding Partner of Climate Finance Advisors, a benefit LLC based in Washington, DC with expertise in banking, development finance, and climate change. During her career, Ms. Swann has held senior positions with the International Finance Corporation (IFC), as well as with the US Department of Treasury, Enron Corporation, and other organizations. For more than twenty-five years she has worked with investors, financial institutions, and policymakers on mainstreaming climate considerations across both investment and policy and has expertise in blended finance, climate finance, climate-smart fiscal policies, and approaches to identify, assess, and manage climate risk.
In addition to leading Climate Finance Advisors, Ms. Swann is the Chair of the Export-Import Bank of the United States (EXIM) Council on Climate and sits on the Board for the Montgomery County Green Bank the United States’ first county-level green bank and is Chair of its Investment Committee. She is also a member of the Steering Committee/Board of the Global Water Partnership, a global action network of more than 3,000 Partner bodies in 179 countries focused on building sustainable water systems globally.
Global lead, climate risk, ESG and sustainability analytics
Lakshmi Murthy is the Global lead for Climate Risk Strategy and ESG Analytics at Credit Suisse.
She is an experienced Financial Services leader with a passion for building scalable data-enabled products to solve business problems using advanced analytics.
Lakshmi has a Master’s degree in Computer Science from India, and an Master’s degree in Business Analytics from NYU Stern School of Business
Chief risk officer, asset management and sustainability, Emea
Nasreen Kasenally is the global chief risk officer and head of sustainability risk at UBS Asset Management. She is a senior risk professional with over 20 years of experience mostly at UBS covering investment banking, asset and wealth management. In her role as chief risk officer, Kasenally is responsible for all financial risks within UBS Asset Management globally and in all the business divisions of UBS Group in Europe, the Middle East and Africa. Within sustainability, she has the oversight of the risks across the group and leads the engagement and positioning to deliver the firm’s purpose and values with regards to sustainability.
Head of climate solutions
Legal & General Investment Management
Head of ESG research
AQR Capital Management
Lukasz Pomorski is a Managing Director and Head of ESG Research at AQR Capital Management. He is responsible for the planning and oversight of the firm’s responsible investment research efforts across all asset classes. Lukasz is a member of the PRI’s Hedge Fund Advisory Committee he serves on Qontigo’s Sustainable Investment Advisory Board. Additionally, Lukasz is a lecturer at Yale University, where he teaches a course on ESG Investing. Prior to AQR, Lukasz was an Assistant Director for Research at the Bank of Canada and an Assistant Professor of Finance at the University of Toronto. His research on ESG, alpha signals, and portfolio construction has been published in top academic and practitioner journals and won several best paper awards. Lukasz earned a B.A. and M.A. in economics at the Warsaw School of Economics, an M.A. in finance at Tilburg University, and a Ph.D. in finance at the University of Chicago.
Associate Director, Capital Markets
Richard Freund is Senior Manager on CDP North America’s Capital Markets team, primarily covering municipal finance and sustainable infrastructure. In this role, he oversees engagement with a range of global investors, underwriters, credit rating agencies, and other capital markets participants on municipal sustainable infrastructure development and municipal climate risk disclosure. The objective of CDP’s work in the municipal space is to dramatically increase the level of investment in climate-friendly and water-secure urban infrastructure projects that both contribute to the reduction in global greenhouse gas emissions and strengthen communal resiliency and equity.
CDP is a global not-for-profit seeking a thriving economy that works for people and planet in the long term. CDP focuses the capital markets, corporations, and governments on the key actions necessary to build a truly sustainable economy by measuring and managing their environmental impact.
Will Hadfield runs the investing team for Risk.net, overseeing coverage of hedge funds, conventional asset managers and insurance companies. He previously covered market structure for Bloomberg News in London, both as a reporter and an editor. He studied history at the University of Durham and speaks French.