NYC Climate Week 'Brunch & Learn'
How AI Can Help Investors Navigate Interconnected Risks Through Systems-Aware Investing
A Climate Week Brunch-and-Learn with US SIF, hosted by Calamos Investments, featuring The Investment Integration Project (TIIP)
Where:
Calamos Investments
50 Rockefeller Plaza, Suite 1600
New York, NY 10020
Pricing:
$35 for US SIF Non- Members
$25 for US SIF Members
Description:
Join US SIF during Climate Week NYC 2026 for an exclusive brunch-and-learn featuring leaders from The Investment Integration Project (TIIP), one of the world's leading organizations advancing the practice of systems-level investing.
Today's investors face risks that extend far beyond the financial performance of individual companies. Climate instability, biodiversity loss, economic exclusion, geopolitical uncertainty, public health challenges, and other interconnected forces increasingly shape long-term market outcomes. Understanding these systems-level risks is becoming essential for investors seeking resilient portfolios and durable long-term returns.
During this interactive discussion, TIIP will introduce SAIL (Systems Aware Investing Launchpad), its AI-enhanced platform designed to help investors understand, analyze, and implement systems-aware investment strategies. Attendees will learn how artificial intelligence can support investors in identifying systemic risks, evaluating opportunities, and integrating systems thinking into investment policies, stewardship, asset allocation, and portfolio management.
Whether you're a financial advisor, institutional investor, asset manager, consultant, or sustainability professional, this session will provide practical insights into one of the most rapidly evolving areas of sustainable investing.
You'll also hear from US SIF about resources developed specifically for financial advisors, including upcoming educational initiatives.
This session is approved for 1.0 hour of CFP® Continuing Education (CE) credit. To receive credit, please provide your CFP Board ID during registration.
Agenda:
9:00 – 9:15 AM ET | Arrival & Networking Breakfast | ID required in lobby, breakfast buffet and coffee available |
9:15 – 9:25 AM ET | Welcome Remarks | Beth Williamson, Head of ESG Research, Calamos Investments — introduction to Calamos and welcome remarks |
9:25 – 9:35 AM ET | US SIF Highlights | Jennifer Coombs, US SIF — overview of US SIF’s education initiatives, including the Sustainable Investing Roadmap Series, the NextGen initiatives, the Sustainable Investing Academy, and more. |
9:35 – 10:50 AM ET | Keynote Discussion:Systems-Aware Investing: How AI Can Help Investors Navigate Interconnected Risks | Monique Aiken and William Burckart from The Investment Integration Project (TIIP) This conversation will explore: Why systems-level risks matter to long-term investors Climate instability, economic exclusion, biodiversity loss, and other interconnected risks An introduction to the Systems Aware Investing Launchpad (SAIL) How AI is helping investors evaluate complex systems and investment strategies Practical applications for advisors, asset managers, consultants, and institutional investors The future of systems-level investing and resilient portfolio construction |
10:50 – 11:00 AM ET | Closing Remarks | Jennifer Coombs - Closing remarks |
Speakers:
Beth Williamson
Beth is the Head of ESG Research & Associate Portfolio Manager, Calamos Investments. She leads ESG research and integration across Calamos strategies, advancing sustainable and responsible investment practices.
Monique Aiken
Monique Aiken is a managing director at TIIP and brings more than two decades of experience spanning investment banking, impact investing, and systems change. She helps institutional investors translate systems-level thinking into practical investment strategies that strengthen long-term market resilience.
William Burckart
William Burckart is a pioneer of systems-level investing and is the CEO and co-founder of TIIP. He has advised institutional investors, foundations, and financial organizations around the world on integrating systemic environmental, social, and financial risks into investment decision-making. He is also co-editor of The Handbook of System-level Investing.
Jennifer Coombs
As the Head of Content & Development for US SIF, Jennifer leads the strategic vision and implementation of US SIF's educational programs and membership services. She is responsible for enhancing member engagement, developing innovative learning pathways in sustainable investing, and fostering partnerships to advance the organization's mission.
Who should attend:
Financial advisors and RIAs (CFP® CE credit available)
Asset managers and institutional investors
ESG and sustainability professionals
Policymakers and academics
Anyone interested in systemic climate risk and sustainable investing
Why attend:
Earn 1.0 hour of CFP® Continuing Education credit
Gain exclusive insights from Impax Asset Management thought leaders
Learn practical strategies for navigating systemic climate risk
Connect with peers and expand your ESG network
Explore US SIF’s resources for advisors, including the Sustainable Investing Roadmap Series
This event is part of Climate Week NYC 2025 and is organized by US SIF: The Sustainable Investment Forum. Hosted by Calamos Investments · Featuring The Investment Integration Project, approved for 1.0 hour of CFP® Continuing Education (CE) credit.