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NEXTGEN HONG KONG
Sustainable Investing: Seeking Alpha While Making a Difference
Investors now see greater alignment between sustainability and alpha generation. Market participants combine traditional investment approaches with environmental, social and governance (ESG) frameworks. They identify market inefficiencies and invest in companies that show promise in shaping a better future for all.

Does sustainable investing drive or compromise returns? How do you incorporate ESG principles into investment decisions and assess its true impact? How does sustainable investing differ across regions and asset classes?

Bring your questions and consider how these issues affect your clients, your firm and your own portfolio of investments. Network with your peers over cocktails and refreshments following the discussion.
DATE
16 September 2019
TIME
6:00 PM Registration
6:30 PM Event Begins
The program will begin promptly at 6:30 PM ; please allow time to get through building security and to register before the event begins. Those arriving after registration has closed may not be admitted.
Networking reception before and after session.
LOCATION
Wellington Management
17F, Two International Finance Centre
8 Finance Street
Central, Hong Kong
PARTICIPANTS
Wendy Cromwell
Wellington Management

Doug Jaffe
Bridger Strategic Intelligence

Natalie Marko
Citibank

Karman Fung
Moderator
Wellington Management
HOST
Wellington Management
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BIOGRAPHIES
Wendy Cromwell
Vice Chair; Senior Managing Director; Partner; Director, Sustainable Investment; and Portfolio Manager, Wellington Management

Wendy is the director of Sustainable Investment, setting the research agenda and strategy for the firm’s sustainable investment practice, including impact, climate, and long-term engagement strategies. Starting in January 2019, she served as a director on the board of the United Nations-supported Principles for Responsible Investing. As vice chair, Wendy is a senior member of the firm’s management team and acts as an aide to the chairman and CEO with respect to external affairs of the organization, with a focus on representing our firm globally with clients, prospects, and industry groups in speaking about our business and industry. Wendy is also a member of the firm’s Compensation Committee, Investment Stewardship Committee, Managing Director Advisory Committee and Hedge Fund Review Group, and serves as chair of the Wellington Management Australia Board and the Strategic Relationship Advisory Committee. Previously, Wendy conducted research on long-term multi-asset themes and led the development of multi-asset portfolios for the firm’s global client base as the director of Global Multi Asset Strategies. Wendy received her MBA, with honors, from Vanderbilt University (Owen, 1995) and her BBA, summa cum laude, from the University of Mississippi (1993) where she was awarded the Taylor Medal for academic excellence. She also holds the Chartered Financial Analyst designation.

Doug Jaffe
Board Director, Bridger Strategic Intelligence

Bridger Strategic Intelligence is a Hong Kong-based business intelligence firm founded by former CIA officer Josh Miller. Prior to joining Bridger, Doug’s focus as a Private Equity and VC investor was primarily around good governance, although investing in emerging economies often highlighted social and environmental concerns that had to be factored into due diligence exercises. Now, as part of Bridger, Doug’s ESG activities are more varied and are conducted at the behest of clients who need detailed, actionable intelligence around specific issues. This could involve identifying and mitigating risks prior to an investment or joint venture, conducting investigations into environmental, labor or fraud issues, or supporting litigation/arbitration on a variety of topics. As interest grows in ESG and sustainable investing, Bridger is increasingly tasked by clients to incorporate their internal ESG/sustainability requirements into the work we do on their behalf. Doug has a BA from the University of Pennsylvania, an MA in China Studies from the School of Oriental and African Studies, University of London and an MIA from the School of International and Public Affairs, Columbia University. Doug is a Certified Fraud Examiner (CFE) and is conversant in Mandarin.

Natalie Marko
Head of Asia Client Strategy | Co-Chair of Citi Sustainability Committee in Asia, Citibank

Natalie has been working in the global financial markets for over 12 years. She started her career on the trading floor at Goldman Sachs in New York, where she worked with top asset managers and hedge funds to provide portfolio solutions. She developed an expertise in fixed income derivatives, and she worked at Morgan Stanley, Deutsche Bank, and Credit Suisse to build larger sales businesses around these products. After over a decade in sales, Natalie joined Citi to focus on business strategy, and in 2015, she moved to Asia as the Head of Client Strategy for the region. In addition to her strategy work, Natalie is leading the Sustainable Finance effort for Citi in ASEAN. She is the co-chair of Citi’s Green and Sustainability Committee in Singapore and she represents Citi in several regional forums on this topic. In conjunction with her professional work, Natalie is involved in several women’s advocacy initiatives across the region. She is a co-chair of the Steering Committee for the Women’s Network of the American Chamber of Commerce in Singapore, an Ambassador for Moxie Future, and is a sponsor and mentor for Girls in Tech. Natalie is a graduate of the Red McCombs School of Business at the University of Texas in Austin with a degree in Finance. Prior to joining Bridger, Doug’s focus as a Private Equity and VC investor was primarily around good governance, although investing in emerging economies often highlighted social and environmental concerns that had to be factored into due diligence exercises. Now, as part of Bridger, Doug’s ESG activities are more varied and are conducted at the behest of clients who need detailed, actionable intelligence around specific issues. This could involve identifying and mitigating risks prior to an investment or joint venture, conducting investigations into environmental, labor or fraud issues, or supporting litigation/arbitration on a variety of topics. As interest grows in ESG and sustainable investing, Bridger is increasingly tasked by clients to incorporate their internal ESG/sustainability requirements into the work we do on their behalf. Doug has a BA from the University of Pennsylvania, an MA in China Studies from the School of Oriental and African Studies, University of London and an MIA from the School of International and Public Affairs, Columbia University. Doug is a Certified Fraud Examiner (CFE) and is conversant in Mandarin.
ABOUT
Wellington Management
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 30 June 2019, we serve as a trusted investment adviser to more than 2,200 institutional clients and mutual fund sponsors in over 60 countries. Our comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.

Wellington Management is a proud member of 100 Women in Finance’s Leadership Council . 100WF Leadership Council is a select group of international banks, alternative investment firms, asset management firms and others in the industry who support the mission of 100 Women in Finance.
100 Women in Finance
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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