Investing for 1.5°C: Aligning Finance with Global Climate Goals
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APR
22
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This event is co-sponsored by CFA Society Los Angeles, the UCLA Fink Center for Finance & Investments, and Anderson Investment Finance Association.
Finance strategies focused on climate change are going mainstream, with major banks, investors, retirement funds, and other institutions increasing their commitments to climate action and adopting net-zero emissions targets. At the same time, central banks and regulators are considering new frameworks to address climate risk. How are investors and financial institutions aligning their strategies with climate science and global climate goals? What are emerging best practices? And which metrics and regulations will guide decision-making? Join leading experts for an Impact Week discussion focused on the role of finance in addressing climate change.
SPEAKERS
Laina Draeger, CFA | Since joining the Firm in 2007, Ms. Draeger’s role has evolved to encompass oversight of client portfolios, responsible investing, and portfolio strategy. Ms. Draeger Chairs the Firm’s Responsible Investing Solutions Group, is a principal of the Firm, and a member of the Firm’s Investment and Management Committees. As a Portfolio Manager, Ms. Draeger works closely with clients to ensure their portfolios reflect the investment outlook of Los Angeles Capital’s quantitative model. Ms. Draeger has experience working with clients globally across a broad variety of mandates including US, Emerging Markets and Long/ Short Equity strategies. She collaborates with the Research team and CIO to help manage research projects, distills portfolio observations to the investment team and clients, and ensures optimal implementation of the Firm’s model in investment strategies. Additionally, she oversees the Firm’s ESG activities from a research and product development standpoint utilizing ESG criteria as a tool to improve investment returns, better manage risk and meet client’s unique investment objectives through customized ESG Solutions. Ms. Draeger has helped to shape the Firm’s responsible investing, active ownership, and climate policies and leads the effort to thoughtfully integrate ESG within the Firm’s multi-factor framework. Ms. Draeger has served as a panelist on ESG at various investment industry conferences and is a CFA charterholder.
Prior to joining Los Angeles Capital, Ms. Draeger started her career as an Analyst in the Investment Management division of First Republic Bank. Ms. Draeger holds an MBA from the University of San Francisco and a BA from Boston College where she served as captain of the women’s soccer team. Back To Top ^^
Amberjae Freeman | Amberjae is Etho Capital's board Chairperson and Chief Executive Officer. She works with the executive team and board to shape strategy and execute the company’s vision. Amberjae also serves on the Board of Directors of The Forum for Sustainable and Responsible Investment (USSIF) and is on the Advisory Board of the South Bay Economics Institute at CSU Dominguez Hills (SBEI).
Amberjae’s career in sustainable finance began 15 years ago when she received dual fellowships with the Clinton Global Initiative in New York City and the Clinton Hunter Development Initiative in Kigali, Rwanda. Prior to joining Etho Capital, Amberjae developed innovation-focused thematic portfolios for fintech startup, Swell Investing. As senior analyst for the SRI Wealth Management Group at the Royal Bank of Canada (RBC), she developed proprietary ESG and impact research and mission-related investment solutions for institutional, foundation, and endowment portfolios representing US$2 billion in assets.
Amberjae has served as an adjunct professor of Political Science and Economics at Santa Barbara City College (SBCC), and coordinated country-specific research to support asylum cases for the Center for Gender & Refugee Studies (CGRS) at UC Hastings College of the Law. Amberjae holds a bachelor’s degree and an MA in Global & International Studies from the University of California, Santa Barbara. Back To Top ^^
Lori Santikian | Lori Santikian is an Associate Adjunct Professor in the Finance and Strategy areas and the Director of the Fink Center for Finance and Investments at UCLA Anderson School of Management. She holds a B.A. in Economics and Applied Mathematics from UC Berkeley, and a Ph.D. in Economics from Harvard University. Prior to joining Anderson, she was an Assistant Professor of Finance and Business Economics at the USC Marshall School of Business, where she taught MBA and Executive Education courses in valuation and finance. Her research is in the areas of financial intermediation, empirical corporate finance, and organizational economics, and has been published in the Journal of Financial Intermediation.
At Anderson, Professor Santikian has won the Citibank Teaching Award, as well as the MBA Teaching Excellence Award chosen by both the full-time and fully employed MBA students. She teaches core business strategy and electives in valuation and data analysis. She also teaches corporate finance at UCLA School of Law. Back To Top ^^
Mila Skulkina, CFA | Mila Skulkina, CFA is a Portfolio Manager at Lord Abbett, focusing on Emerging Market Fixed Income strategies. In that role she is a Portfolio Manager of the firm’s fixed income portfolios investing primarily in emerging markets debt; she is also responsible for managing emerging markets exposures in other fixed income portfolios at Lord Abbett. In addition Ms. Skulkina leads ESG Sovereign analysis and integration for Emerging Markets. Prior to joining Lord Abbett in 2013, Ms. Skulkina was a Research Analyst at Sanders Capital working across long-only, long/short, and multi-asset portfolios. Previously, she was a Strategy Consultant at Bain & Company and an Investment Banking Analyst at Merrill Lynch. She has 18 years of investment experience and holds an MBA from the UCLA Anderson School of Management. She received her undergraduate degree in business economics from UCLA, graduating summa cum laude. Additionally, Ms. Skulkina is a holder of the Chartered Financial Analyst (CFA) designation. Back To Top ^^
Finance strategies focused on climate change are going mainstream, with major banks, investors, retirement funds, and other institutions increasing their commitments to climate action and adopting net-zero emissions targets. At the same time, central banks and regulators are considering new frameworks to address climate risk. How are investors and financial institutions aligning their strategies with climate science and global climate goals? What are emerging best practices? And which metrics and regulations will guide decision-making? Join leading experts for an Impact Week discussion focused on the role of finance in addressing climate change.
SPEAKERS
Laina Draeger, CFA | Since joining the Firm in 2007, Ms. Draeger’s role has evolved to encompass oversight of client portfolios, responsible investing, and portfolio strategy. Ms. Draeger Chairs the Firm’s Responsible Investing Solutions Group, is a principal of the Firm, and a member of the Firm’s Investment and Management Committees. As a Portfolio Manager, Ms. Draeger works closely with clients to ensure their portfolios reflect the investment outlook of Los Angeles Capital’s quantitative model. Ms. Draeger has experience working with clients globally across a broad variety of mandates including US, Emerging Markets and Long/ Short Equity strategies. She collaborates with the Research team and CIO to help manage research projects, distills portfolio observations to the investment team and clients, and ensures optimal implementation of the Firm’s model in investment strategies. Additionally, she oversees the Firm’s ESG activities from a research and product development standpoint utilizing ESG criteria as a tool to improve investment returns, better manage risk and meet client’s unique investment objectives through customized ESG Solutions. Ms. Draeger has helped to shape the Firm’s responsible investing, active ownership, and climate policies and leads the effort to thoughtfully integrate ESG within the Firm’s multi-factor framework. Ms. Draeger has served as a panelist on ESG at various investment industry conferences and is a CFA charterholder.Prior to joining Los Angeles Capital, Ms. Draeger started her career as an Analyst in the Investment Management division of First Republic Bank. Ms. Draeger holds an MBA from the University of San Francisco and a BA from Boston College where she served as captain of the women’s soccer team. Back To Top ^^
Amberjae Freeman | Amberjae is Etho Capital's board Chairperson and Chief Executive Officer. She works with the executive team and board to shape strategy and execute the company’s vision. Amberjae also serves on the Board of Directors of The Forum for Sustainable and Responsible Investment (USSIF) and is on the Advisory Board of the South Bay Economics Institute at CSU Dominguez Hills (SBEI).Amberjae’s career in sustainable finance began 15 years ago when she received dual fellowships with the Clinton Global Initiative in New York City and the Clinton Hunter Development Initiative in Kigali, Rwanda. Prior to joining Etho Capital, Amberjae developed innovation-focused thematic portfolios for fintech startup, Swell Investing. As senior analyst for the SRI Wealth Management Group at the Royal Bank of Canada (RBC), she developed proprietary ESG and impact research and mission-related investment solutions for institutional, foundation, and endowment portfolios representing US$2 billion in assets.
Amberjae has served as an adjunct professor of Political Science and Economics at Santa Barbara City College (SBCC), and coordinated country-specific research to support asylum cases for the Center for Gender & Refugee Studies (CGRS) at UC Hastings College of the Law. Amberjae holds a bachelor’s degree and an MA in Global & International Studies from the University of California, Santa Barbara. Back To Top ^^
Lori Santikian | Lori Santikian is an Associate Adjunct Professor in the Finance and Strategy areas and the Director of the Fink Center for Finance and Investments at UCLA Anderson School of Management. She holds a B.A. in Economics and Applied Mathematics from UC Berkeley, and a Ph.D. in Economics from Harvard University. Prior to joining Anderson, she was an Assistant Professor of Finance and Business Economics at the USC Marshall School of Business, where she taught MBA and Executive Education courses in valuation and finance. Her research is in the areas of financial intermediation, empirical corporate finance, and organizational economics, and has been published in the Journal of Financial Intermediation.At Anderson, Professor Santikian has won the Citibank Teaching Award, as well as the MBA Teaching Excellence Award chosen by both the full-time and fully employed MBA students. She teaches core business strategy and electives in valuation and data analysis. She also teaches corporate finance at UCLA School of Law. Back To Top ^^
Mila Skulkina, CFA | Mila Skulkina, CFA is a Portfolio Manager at Lord Abbett, focusing on Emerging Market Fixed Income strategies. In that role she is a Portfolio Manager of the firm’s fixed income portfolios investing primarily in emerging markets debt; she is also responsible for managing emerging markets exposures in other fixed income portfolios at Lord Abbett. In addition Ms. Skulkina leads ESG Sovereign analysis and integration for Emerging Markets. Prior to joining Lord Abbett in 2013, Ms. Skulkina was a Research Analyst at Sanders Capital working across long-only, long/short, and multi-asset portfolios. Previously, she was a Strategy Consultant at Bain & Company and an Investment Banking Analyst at Merrill Lynch. She has 18 years of investment experience and holds an MBA from the UCLA Anderson School of Management. She received her undergraduate degree in business economics from UCLA, graduating summa cum laude. Additionally, Ms. Skulkina is a holder of the Chartered Financial Analyst (CFA) designation. Back To Top ^^|
Registration Fees |
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
