Join us at 4 outstanding (and free!) programs in the 2020-21 series!

ESG and EVA: Making the World Better While Generating Solid Returns
Wednesday, October 28, 2020, 12:00-1:00 pm CST
Presenters:
•  Anthony Campagna, Global Director of Fundamental Research, Institutional
Shareholder Services
•  Patricia Dörig, ESG Analyst, Institutional Shareholder Services
Details and Registration
Alternative Investments
Wednesday, December 9, 2020, 12:00-1:15 pm CST
Presenters:
•  Michael Rogers, Principal (retired), Ernst & Young
•  Pete Witte, Associate Director, U.S. Private Equity, Ernst & Young
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Investment Strategy
Wednesday, February 17, 2021, 12:00-1:15 pm CST
Presenters:
•  Brian Jacobsen, Senior Strategist, Wells Fargo
•  Francois Trahan, Head of U.S. Equity Strategy, UBS
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State of the Economy: Discussion with Wisconsin Business Executives
Wednesday, April 14, 2021, 12:00-1:15 pm CST
Presenters tba
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ESG and EVA: Making the World Better
While Generating Solid Returns

Wednesday, October 28, 2020 @ 12:00pm – 1:00pm CST

featuring
Anthony Campagna
Global Director of Fundamental Research, Institutional Shareholder Services
Patricia Dörig
ESG Analyst, Institutional Shareholder Services

Register now!

Environmental, Social, and Governance (ESG) investing has become very popular and for good reason: being good to the world is consistent with high levels of profitability. Similarly, Economic Value Added (EVA), or profits less the required return investors demand on capital, is viewed by many as a more representative way of evaluating a firm’s success than simply through earnings, and drives valuation. Both ESG and EVA are positively related to shareholder returns.

Institutional Shareholder Services (ISS) is today the world’s leading provider of corporate governance and responsible investment solutions, market intelligence and fund services, and events and editorial content for institutional investors and corporations, globally. In this presentation members of the ISS ESG and ISS EVA teams will present an overview of the landscape of ESG investing through the lens of the Economic Value Added methodology. The two tools when brought together can offer very actionable insights to an investment decision process which can help to sustainably impact the world (for the better) and sustainably impact your portfolio returns (also for the better).

Learn more about Institutional Shareholder Services
Institutional Shareholder Services (ISS) is today the world’s leading provider of corporate governance and responsible investment solutions, market intelligence and fund services, and events and editorial content for institutional investors and corporations, globally. ISS ESG solutions enable investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through screening solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ESG solutions cover corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. ISS EVA provides institutions with an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit through the provision of Economic Value Added (EVA). Economic Value Added (EVA), or profits less the required return investors demand on capital, drives valuation. It’s a better way at looking at firm success than earnings. Come to this event to learn from a leader about the ESG and EVA methods of analyzing companies.

Sponsored by:

Presenters:

Anthony Campagna is the Global Head of Fundamental Research at ISS EVA. He leads a global research team across all portions of the investment decision process: macro insights and screening for idea generation, sector and industry reports to provide context, company specific reports for single stock ideas, and portfolio analysis to measure risk through the EVA lens. He has responsibilities for all sectors but focuses on leveraging in-depth knowledge of macroeconomic trends and global themes to better understand and value companies.

Prior to EVA, he was a Director at Valens Securities, Anthony also assisted in teaching at HULT International Business School and at DePaul University’s Kellstadt Graduate School of Business. Alongside his duties at Valens Securities, Anthony served as the Executive Director of The Institute of Strategy & Valuation and helped develop the C.S.V. designation – Certified in Strategy & Value-Creation. Prior to Valens Securities, Anthony worked as an Analyst at Credit Suisse, in the HOLT division focusing in model development and custom client solutions.

Patricia Dörig is an ESG consultant at ISS ESG. She is an expert in physical climate risks and develops solutions for investors to evaluate the materiality of their physical risk exposure. She is also a project leader and the point of contact for the German speaking market for the second party opinion business of ISS ESG for green, social and sustainable bonds. She is a public speaker and co-author of a study on climate risks for the Austrian financial market. She holds an MSc in Earth System Sciences form the University of Zurich, Switzerland

 

Past Events

Defining Markets events have been held since 2011. Our most recent events include:

September, 2019

Equity Investing
Brian Hellmer, Managing Director, Public Equities, State of Wisconsin Investment Board
Matt Rose (moderator), Consultant, Alpha Investment Consulting Group

Investment Strategy
Jeff deGraaf, Chairman, Renaissance Macro Research LLC
William Delwiche, Managing Director and Investment Strategist, Robert W. Baird & Co.
Mike Roth (moderator), Founding Principal, Stark Investments

IoT: Can It Solve the U.S. Productivity Problem?
David Aho, Director of Engineering, Eaton Corp. Power Systems Division
Joe Mariani, Research Manager, Deloitte Services LP
David Vasko, Director of Advanced Technology, Rockwell Automation
Kathleen Gallagher (moderator), Pulitzer Prize Winning Journalist and Executive-in-Residence, UWM Lubar School of Business

Main Issues Transforming the Global Economy & Health Care
January, 2018

Healthcare Panel

Kathleen Gallagher, (Moderator), Pulitzer Prize winner & Executive-in-Residence, Lubar School of Business
Mike Anderes, (Speaker), Chief Innovation & Digital Officer for Froedtert Health and President of Inception Health
Coreen Dicus-Johnson, (Speaker), President & Chief Executive Officer of Network Health
Catherine Jacobson, (Speaker), President & Chief Executive Officer of Froedtert Health
Brian Pinsker, (Speaker), Healthcare Portfolio Manager/CEO of 11:11 Capital, former head of North American Equities for Proprietary Trading Business of JP Morgan

Investment Strategy Panel
Bob Bukowski, (Moderator), Principal & Senior Consultant, Alpha Investment Consulting Group
Scott Opsal, (Speaker), Director of Equities for Leuthold Weeden Capital Management
Michael Roth, (Speaker), Founding Principal of Stark Investments

Technical Analysis and the VIX as a Market Indicator, November 9, 2016
Philip J. Roth, CMT, Market Technicians Association Educational Foundation
Russell Rhoads, CFA, Director of Education, CBOE Options Institute
Kevin Spellman, CFA, David O. Nicholas Director of Investment Management (Moderator)

Investment Strategy and the Next Boom, October 28, 2015
Dennis DeBusschere, Senior Managing Director, Portfolio Strategy, Evercore ISI
Doug Ramsey, Chief Investment Officer, The Leuthold Group
Jack Plunkett, CEO, Plunkett Research, Ltd.
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (Moderator)

Investment Strategy, Geopolitics & Strategic Surprise, February 24, 2015
Tobias Levkovich, Managing Director and Chief U.S. Strategist, Citigroup
Francois Trahan, Partner and Investment Strategist, Cornerstone Macro
Dr. Milo Jones, Visiting Professor, IE Business School in Madrid
Joseph Veranth, Chief Investment Officer & Portfolio Manager, Dana Investment Advisors (moderator)

Business Outlook and M&A Capital Use Trends, September 24, 2014
Ted Crandall, Senior Vice President & CFO, Rockwell Automation
Christopher Goller, Regional President, PNC Bank
Ron Miller, Managing Director, Cleary Gull
David Westgate, CEO, Jason Industries

For More Information

Dr. G. Kevin Spellman, CFA
Senior Lecturer, Finance
David O. Nicholas Director of Investment Management
Lubar Hall S442
(608) 334-2110
spellman@uwm.edu