# 2020 Practice Forum: Building the Financial Case for Return on Sustainability Investment (ROSI™)

![](/sites/default/files/styles/article_image/public/PF%202019%20photo%202.jpg?itok=iAITFsQy)  Thursday, March 5, 2020 8:30 AM to 6:30 PM  NYU Washington Square Campus
In March 2020, the NYU Stern Center for Sustainable Business (CSB) hosted its invitation-only, third annual Practice Forum with sponsorship by Lead Sponsor **HSBC Bank USA**, Supporting Sponsors **Glenmede** and **Investindustrial**, and Media Partner **Harvard Business Review (HBR)**.

Program highlights included:

**CSB 2020 Sustainability Market Share Index™**
The latest groundbreaking research on consumer purchasing of sustainability-marketed products

**Improving Returns from Sustainability**
Recent case studies tracking the Return on Sustainability Investment (ROSI™)

**Trends in Sustainable Finance**
**Michael Roberts**, President and CEO, HSBC Bank USA
**Adi Ignatius**, Editor-in-Chief, HBR

**Return on Sustainability Investment in Private Equity**
**Andrea Bonomi**, CEO, Investindustrial
**Emily Chasan**, Sustainable Finance Editor, Bloomberg LP

**The Evolution of Capitalism**
**Kip Tindell**, Co-Founder and Chairman Emeritus, The Container Store, and Co-Chairman, Conscious Capitalism, Inc.

This invitation-only event focuses on how to identify, track, and monetize sustainability returns driven by innovation, operational efficiency, employee engagement, brand enhancement, and risk mitigation, for better decision-making by the C-suite and investors. At the first two Practice Forums, we hosted more than 180 actively engaged participants. We are pleased to have hosted over 200 familiar and new faces at the 2020 Practice Forum in March.

Note: The Practice Forum is invitation-only and intended for executives and investors who work in fields related to corporate sustainability, ESG investing, and/or sustainable finance. To learn more or to express interest, please reach out to us at [sustainablebusiness@stern.nyu.edu](mailto:sustainablebusiness@stern.nyu.edu?subject=2020%20Practice%20Forum%20Inquiry).
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**Event Recordings and Materials**

Please visit [our YouTube channel](https://www.youtube.com/playlist?list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7) to view all videos from the 2020 Practice Forum.

**Opening Address: Sustainable Practices Drive Financial Performance**

- **Tensie Whelan,** Clinical Professor of Business and Society and Director, NYU Stern Center for Sustainable Business (CSB)
- [View the PDF presentation.](https://www.stern.nyu.edu/sites/default/files/assets/documents/Building-the-Financial-Case-for-Return-on-Sustainability-Investment_Practice-Forum-2020.pdf)
- [Watch the video.](https://www.youtube.com/watch?v=uZCsebu8244&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=2&t=0s)

**CSB 2020 Sustainable Market Share Index™ Results**

- **Randi Kronthal-Sacco,** Senior Scholar of Marketing and Corporate Outreach, NYU Stern CSB
- **Giannella Alvarez,** Former CEO, Beanitos, and Public Company Director
- **Pedro Silveira,** President of Yogurt, Danone North America
- [Watch the video.](https://www.youtube.com/watch?v=LzWsbCTW0zc&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=2)

**ROSI™ Deep-Dive: How Does Monetization Help You?**

- ROSI™ and the Energy Transition: **Kate Chisholm,** SVP, Chief Legal &amp; Sustainability Officer, Capital Power
- ROI Results from CDP Disclosure: **Paula DiPerna,** Special Advisor, CDP North America
- [Watch the video.](https://www.youtube.com/watch?v=X26xUh4sGIA&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=3)

**Fireside Chat: Return on Sustainability Investment in Private Equity**

- **Andrea Bonomi,** CEO, Investindustrial
- **Emily Chasan,** Sustainable Finance Editor, Bloomberg LP
- [Watch the video.](https://www.youtube.com/watch?v=Oup_SzGqBdA&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=4)

**Investor Panel: Investor Insights on ESG and Corporate Financial Performance**

- Moderator: **Andrew Edgecliffe-Johnson,** US Business Editor, Financial Times
- **Michelle Dunstan,** Global Head of Responsible Investing, AllianceBernstein
- **Mark Hays,** Director of Sustainable &amp; Impact Investing, Glenmede
- **Marc Khouzami,** Director, DWS
- **Sonia Kim,** Head of ESG Product Development, S&amp;P Global Market Intelligence
- **Kevin Smith,** Vice President, Sustainable Finance Group, Goldman Sachs
- [Watch the video.](https://www.youtube.com/watch?v=Pe4p6ENJ_YU&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=5)

**ROSI™ Breakout Sessions: Testing the Methodology**

- The NYU Stern CSB ROSI™ (Return on Sustainability Investment) Methodology enables CFOs and investors to better integrate, measure, and report on corporate financial performance resulting from embedded sustainability practices, empowering managerial decision-making and investor communications. In these expert-led breakout workshops, participants will focus on the utilization of ROSI by both investors and corporate executives.
- ROSI 101: View the [PDF presentation](https://www.stern.nyu.edu/sites/default/files/assets/documents/ROSI-101-Breakout-Session_Practice-Forum-2020.pdf), [case study](https://www.stern.nyu.edu/sites/default/files/assets/documents/ROSI-101-Breakout-Session-Case-Study_Practice-Forum-2020.pdf), and [workbook](https://www.stern.nyu.edu/sites/default/files/assets/documents/ROSI-101-Breakout-Session-Workbook_Practice-Forum-2020.pdf).
- ROSI 201: View the [PDF presentation.](https://www.stern.nyu.edu/sites/default/files/assets/documents/ROSI-201-Breakout-Session_Practice-Forum-2020.pdf)
- ROSI for Investors: View the [PDF presentation](https://www.stern.nyu.edu/sites/default/files/assets/documents/ROSI-for-Investors-Breakout-Session_Practice-Forum-2020.pdf) and [worksheets](https://www.stern.nyu.edu/sites/default/files/assets/documents/ROSI-201-Breakout-Session-Worksheet-Results_Practice-Forum-2020.pdf).

**The Evolution of Capitalism**

- **Kip Tindell,** Co-Founder and Chairman Emeritus, The Container Store, and Co-Chairman, Conscious Capitalism, Inc.
- [Watch the video.](https://www.youtube.com/watch?v=JAbLbQFWf2U&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=6)

**Closing Fireside Chat: Trends in Sustainable Finance**

- **Michael Roberts,** President and CEO, HSBC Bank USA
- **Adi Ignatius,** Editor-in-Chief, Harvard Business Review
- [Watch the video.](https://www.youtube.com/watch?v=yckqHgGpHdA&list=PLCQnroBr9V7_LWp73slH75znpzPNg-3c7&index=7)

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To see last year's Practice Forum agenda and video recordings, [click here](https://www.stern.nyu.edu/experience-stern/about/departments-centers-initiatives/centers-of-research/center-sustainable-business/news-events/past-events/2019-practice-forum-how-assess-roi-sustainability-corporate-practitioners).
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![Practice Forum 2020 Sponsors](https://www.stern.nyu.edu/sites/default/files/assets/images/PF%202020%20Sponsor%20Logos_cropped.PNG)
