Friday,
Mar. 23

5:00-5:30
Registration Check-In

5:30-5:40
Welcome

5:40-6:20
Keynote Presentation & Discussion

Scott Jacobs, CEO and Co-Founder, Generate Capital,
in conversation with
Greg Dalton, Founder & Host, Climate One

6:20-7:00
Keynote Conversation

Matt Arnold, Managing Director, Global Head of Sustainable Finance, JPMorgan Chase,
in conversation with
Truman Semans, CEO, Element Strategies

7:00-8:30
Reception

9:00-
After-Hours Student Social at Tyler's Taproom Durham

Hosted by the Duke MEM/MBA Club


Saturday,
Mar. 24

9:00-9:15
Hidden Risks, Hidden Opportunities: Framing the Climate Issue

Dan Vermeer, PhD, Executive Director, EDGE, Duke University Fuqua School of Business

9:15-9:45
Climate 101: What Every MBA Needs to Know

Let's focus on the data. What's actually happening to the climate, what's likely to happen, and what will that look like on the ground? What industries and physical assets are most vulnerable?

Katherine Mach, PhD, Senior Research Scientist, Stanford University

9:45-10:45
Investors' Perspective: Pricing Climate Risk

Deeper dive into the downside of climate effects with a panel of investors. What types of financial risk does climate change pose to companies, how big are they, and can they be hedged? Is there such a thing as the "carbon bubble"? How are forward-thinking investors pricing companies' climate risk exposure?

Kate Gordon, Senior Advisor, Paulson Institute
Elizabeth Lewis, Partner, Terra Alpha Investments
Mark McDivitt, Managing Director, Head of ESG Solutions, State Street Corporation
Ron Temple, Managing Director, Head of US Equities & Co-Head of Multi-Asset Investing, Lazard Asset Management
Dan Saccardi, Director, Company Network, Ceres, moderator

10:45-11:00
Break

11:00-11:20
Executive's Briefing on Climate Policy

Not a political discussion. You need to know the state of regulatory policy and the likely effects on domestic and global markets. Will there be a carbon tax in the US and if so, who will pay? Will climate action in other nations affect global production prices? Which regulatory scenarios are best for business?

Bill Eacho, Former US Ambassador & CEO; Founder, Partnership for Responsible Growth

11:20-11:30
Imagining the Future of Energy

Bjørn Otto Sverdrup, Senior Vice President, Corporate Sustainability, Statoil

11:30-11:50
Responding & Innovating: Corporate Strategy in the Age of Climate Change

A look from inside one company. How does a company think strategically about climate risk & opportunity? What is it doing in practice? What's working? What are the barriers?

Diane Holdorf, Vice President & Chief Sustainability Officer, Kellogg Company
in conversation with
Elaine Hsieh, VERGE Program Director, GreenBiz Group

11:50-12:20
Connecting Climate Strategy to Financial Value
How does responding to climate change translate into tangible metrics for a firm?  Expand your toolkit with this framework and hear a case study in action.

Nemanja Babic, Principal, A.T. Kearney
Tensie Whelan, Director, Center for Sustainable Business, NYU Stern School of Business

12:20-12:30
Changing the B-School Conversation

Tiiram Sunderland, Consultant, Bain & Co.

12:30-1:30
Lunch & Networking

1:30-2:45
Industry Deep Dive & Problem-Solving

What are the biggest climate change risks and opportunities for companies in specific industries? How are leading companies responding? What do YOU think of their strategies? Come hear from companies about their take on the challenge at hand, and contribute your ideas in a collective brainstorming session.

Banking, Finance & Insurance
Lee Coker, ESG Officer, Oak Hill Capital
Jana Holt, Thought Leadership, Global Sustainable Finance, Morgan Stanley

Greg Lowe, Global Head of Resilience & Sustainability, Aon
Val Smith, Managing Director & Global Head, Corporate Sustainability, Citi
John Buley, Professor of the Practice of Finance, Fuqua School of Business, moderator

Real Estate & Infrastructure
Jeff Baer, Former Senior Porftolio Manager and Head of Retrofit Investments, Deutsche Asset Management
Cynthia Curtis, Senior Vice President, Sustainability, JLL
Billy Grayson, Executive Director, Center for Sustainability & Economic Performance, Urban Land Institute
David Hartzell, Steven D. Bell and Leonard W. Wood Distinguished Professor in Real Estate, UNC Kenan-Flagler Business School, moderator

Energy
Chris Benjamin, Director, Corporate Sustainability, PG&E
Brian Bolster, Managing Director & Global Head of Power & Infrastructure Investment Banking, Goldman Sachs

Bjørn Otto Sverdrup, Senior Vice President, Corporate Sustainability, ‎Statoil
Jason Jay, Senior Lecturer, MIT Sloan School of Management, moderator

Food & Ag
Diane Holdorf, Vice President & Chief Sustainability Officer, Kellogg Company
Maggie Monast, Senior Manager, Economic Incentives, EDF
Tiiram Sunderland, Consultant, Bain & Co.
Tensie Whelan, Director, Center for Sustainable Business, NYU Stern School of Business, moderator

Apparel & Consumer Goods
Jesse Daystar, Vice President & Chief Sustainability Officer, Cotton Inc.
Brendan LeBlanc, Partner, EY
Liza Schillo, Manager, Product Sustainability, Levi Strauss & Co.

Scott Vitters, Senior Director, Sustainable Manufacturing & Sourcing, Nike
Olga Hawn, Assistant Professor of Strategy, UNC Kenan-Flagler Business School, moderator

2:45-3:00
Break

3:00-3:45
Innovation Horizon

There's money to be made. Savvy investors are betting on technologies in sectors like energy, ag tech, water, smart grid, carbon sequestration, transportation, and efficiency that take climate change trends into account.

Victoria Beasley, Principal, Prelude Ventures
Bill Brown, Co-Founder & Principal, 8 Rivers Capital
Mark Laabs, Managing Director, Modern Energy

Truman Semans, CEO, Element Strategies, moderator

3:45-4:15
Climate Change as a Leadership Opportunity

Lord Michael Hastings, Global Head of Corporate Citizenship, KPMG International
Jim Rogers, Former CEO and Chair, Duke Energy

in conversation with
Aaron Chatterji, Associate Professor of Strategy, Fuqua School of Business

4:15-4:30
Reflection & Close

5:00-7:00
Networking Reception at JB Duke Hotel