The US Regulatory Perspective for ESG Investing
- US regulatory landscape opportunities and challenges
- SEC rule development and recently passed regulations in the US - Hear recent insights on proposed SEC climate disclosure
- Global regulations and frameworks impact in the US – Understand how international regulation aims to improve transparency and data availability for US-based financial market participants.
- overlap with global disclosure frameworks, focusing on CSRD and ISSB
- interaction of global fund regimes - SFDR, UK SDR
- need for equivalence
- Bloomberg ESG regulatory solutions. Learn how to:
- integrate material ESG data in sustainable investment analysis
- analyze ESG characteristics of funds
- review company impact on climate and vulnerability to climate change
- access data required for global regulatory compliance
- stay on top of ESG policy news and research
Speakers
Rokhsana Saddighzadeh
Sustainable Finance Regulation Product Manager
Bloomberg
Rokhsana Saddighzadeh is a global product manager for Bloomberg's ESG Regulatory products in New York. She has been in this role for three years, prior to which she was product manager for Financial Regulatory solutions in the compliance and tax space. She has held a number of other roles at Bloomberg LP in London including Team Leader of KYC analysts as well as syndicated loans data specialist. Rokhsana's educational background lies in linguistics, with a focus on French and Spanish languages, having spent a year in both locations. She is currently studying in a sustainability masters program at Harvard.
Karen Brenseke
ESG Market Specialist
Bloomberg
Karen Brenseke is an ESG Market Specialist at Bloomberg. She focuses on helping financial market participants navigate the ever-changing landscape of sustainable finance, impacts of global regulations and frameworks, and integration of ESG information into decision-making and risk management processes. Prior to her role as an ESG Market Specialist, Karen specialized in building enterprise data products for ESG regulations including the European Union (EU) Taxonomy, Sustainable Finance Disclosure Regulation (SFDR), and the Corporate Sustainability Reporting Directive (CSRD). She has led various consultation efforts with regulators and advisory groups to enhance the clarity, usability, and interoperability of global regulations.
Ana Moro
ESG Market Specialist
Bloomberg
Ana is a Sustainable Finance Market Specialist at Bloomberg supporting the adoption of ESG factors in the investment process. She has deep experience in portfolio management, sustainable investing, product content development and strategy from the major data providers in the market: Bloomberg, S&P and MSCI. Her experienced has focused on the innovation, development, commercialization, and increased adoption of ESG datasets and climate solutions in line with evolving regulations, market landscape and user needs. Ana is also an active Climate Ambassador helping diverse groups to conduct simulations about climate change strategies to enable awareness and commitment.
Rob Du Boff
Senior ESG Analyst
Bloomberg Intelligence
Rob Du Boff is a senior analyst for Bloomberg Intelligence, focusing on Environmental, Social and Governance (ESG) research. He is a also a product manager for Bloomberg's recently released ESG Governance Scores.
He joined BI from JUST Capital, a non-profit that ranks the largest U.S. public companies on ESG priorities. Previously, he worked for over a decade on Wall Street as an equity research analyst, most recently as a senior oil & gas analyst at Oppenheimer & Co. He also worked at Millennium Partners and Merrill Lynch covering energy, basic resources, and retail.
Rob holds a bachelor’s degree in economics from the University of Chicago and an MBA in finance and accounting from NYU’s the Leonard N. Stern School of Business. He also holds the Chartered Financial Analyst designation.