Attendees will hear from practitioners and thought leaders across investment management, technology, and sustainability as they examine where AI is delivering value, where risks are emerging, and what investment professionals should be considering next. This conference is designed for professionals seeking a clearer, more practical framework for evaluating AI’s role in sustainable investing.

Keynote

The conference will open with a keynote address and fireside chat featuring Andy Moniz, Director of Responsible Investing at Acadian Asset Management, who will provide a high-level overview of the AI landscape as it relates to investment management and sustainability. Recognizing that participants bring varying levels of experience with both AI tools and sustainability frameworks, the keynote will establish a shared foundation for the day by clarifying key concepts, trends, and use cases. Drawing on real-world examples and practical applications, the Andy will examine how AI is already influencing investment workflows, research processes, and sustainability analysis.

Panel 1 – AI’s Role in Investment Management

The first panel will focus on how AI is being integrated into investment management today and how it is reshaping traditional distinctions between fundamental and quantitative approaches. Panelists will explore how AI-driven tools are improving data aggregation and analysis, particularly through the use of large language models to extract meaningful insights from long-form content such as earnings calls, regulatory filings, and research reports.

The discussion will examine how fundamental managers are increasingly leveraging big data and AI-enabled tools to broaden their information sets, while quantitative managers are incorporating more qualitative signals - including sentiment, narrative analysis, and management commentary - into their models. Panelists will also share perspectives from early adopters, offering insight into implementation challenges, organizational considerations, and lessons learned from incorporating AI into investment workflows.

Panel 2 – The Intersection of AI and Sustainability

The second panel will examine the intersection of AI and sustainability, with a balanced focus on value creation and risk. Panelists will discuss how increased analytical capacity and access to richer data can support better-informed investment decisions and potentially drive more capital toward sustainable investment strategies.

At the same time, the conversation will address the sustainability challenges associated with AI itself, including energy and water demands, data security concerns, informational accuracy, and privacy risks. Panelists will also explore broader economic implications, such as labor displacement and workforce disruption, and the responsibilities investment professionals face as reliance on AI-generated outputs continues to grow. 

**Please note that this event is BYOB (Bring Your Own Reusable Water Bottle)** 

Agenda

1:00PM - 1:30PM      Registration & Networking (lunch will not be provided)

1:30PM - 2:15PM      Keynote Address

2:15PM - 3:00PM      Panel 1

3:00PM - 3:15PM      Audience Q&A

3:15PM - 3:35PM      Networking Break

3:35PM - 4:20PM       Panel 2

4:20PM - 4:35PM       Audience Q&A

4:35PM - 5:30PM       Networking

Speakers

 Andy Moniz

 Andy Moniz is the Director of Responsible Investing at Acadian Asset Management (U.K.) Limited and joined the firm in 2021. He leads Acadian’s global Environmental, Social, & Governance (ESG) efforts and oversees the firm’s ESG strategies, related research initiatives, and active ownership, in addition to serving as the chair for Acadian’s Responsible Investing Committee. Prior to joining Acadian, he worked as the Director of Applied Data Science at Putnam Investments.?Previous to?that, Andy was Managing Director and Chief Data Scientist at Deutsche Bank and a quantitative ESG portfolio manager at APG Asset Management. Andy holds a Ph.D. in Natural Language Processing from Erasmus University, a MSc. in applied statistics from the University of London, and a B.A. in economics from the University of Cambridge.

More speaker info coming soon!

When and Where

Date and Time: Tuesday, June 9, 2026 from 1:00PM – 5:30PM

Location: 100 High Street, 9th Floor, Boston, MA 02110

Pricing

In-Person Registration

Member Registration | $50.00

Candidate Member Registration | $40.00

Student Member Registration | $40.00

Non-Member Registration | $60.00

Sponsorship Opportunities

Sponsoring the 2025–2026 Sustainable Investing Half-Day Conferences offers your firm a strategic opportunity to connect with professionals shaping the future of sustainable finance—those focused on climate risk, transition finance, impact investing, and integrating sustainability at scale. Sponsorship positions your firm as a trusted leader committed to ethical stewardship, innovation, and long-term value creation, while aligning your brand with an institution dedicated to integrity, lifelong learning, and global best practices. It affirms your dedication to driving positive societal and environmental outcomes and enhances visibility among values-driven peers, reinforcing your firm’s role in advancing sustainable investing.

Click here to view all current Sustainable Investing Sponsorship Opportunities and partner with us today.

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