A Practitioners Approach to ESG Integration in Private Market Portfolios
This webinar is the first in a new series that explores the role of impact-focused investment programs in the strategies of Catholic institutions. This premiere edition features Tim Connors, Founder of PivotNorth Capital, Mario Giannini, CEO of Hamilton Lane, and Bryan Pini, President and CIO of Mercy Investment Services. These leaders share their views on the evolving ESG landscape in private markets, while dispelling some performance myths regarding ESG or Impact investing.
00:00 – Webinar opens, attendees join
00:10 – Tom Lanctot, CIS CEO, welcome and introductions
04:15 – Opening prayer
05:45 – What is ESG? How to approach, understand and navigate the terminology
12:45 – How do you evaluate ESG factors and measure impact?
15:15 – How to align mission through investment partnerships?
17:15 – Can Impact investing outperform?
26:15 – Practical advice to alignment for institutions on the call?
29:45 – Program Related Investments & the mechanics
31:30 – How to get started with Impact investing?
36:15 – Impact investment examples
39:45 – Q: Clean energy transition and considerations for investment
42:00 – Q: Concessionary vs market rate returns, How Mercy allocates
44:30 – Q: How to align Catholic Social Teaching in private market portfolios
47:40 – Q: Can the U.S. electrical infrastructure handle the Electric Vehicle and Green-power transition, capacity considerations
50:05 – Q: Crypto-currency & ESG considerations
53:15 – Q: How do you approach investments in water?
53:40 – Thank you and closing