Sustainable Investing Masterclass

A CCSP-HSG working session translating sustainable investing theory into allocator practice.

Why this room

Adapted from the Center for Sustainable Finance & Private Wealth (CCSP-HSG) Masterclass, this closed session brings principals, family offices, and investment leads into a structured day of cases, frameworks, and peer benchmarking. Participants leave with a working portfolio thesis, a due-diligence checklist, and a short list of managers worth meeting. See cspglobal.org/training/custom-programs/sustainable-investing-masterclass.

What it intends to carry

Equip principals and investment leads with the frameworks, due-diligence tools, and peer benchmarks to deploy capital sustainably with conviction.

The hour, in order

9:00Opening · the state of sustainable investing, 2026
10:30Case clinic · three live allocation problems
1:00Manager diligence frameworks — working session
3:00Peer benchmarking round · commitments for Q2

Read these first

Brief · 14 min
Sustainable investing — the 2026 allocator brief
Memo · 8 min
Diligence framework v3 (CCSP-HSG)
Dossier · 6 min
Who is in the room — short dossiers

Around the table

Alexis du Roy de Blicquy
CEO, Family Business Network
Speaker
Sonia Tsao
Co-Founder & Partner, Canopy Generations Fund
Speaker
Laura Vartiainen
CEO, Takoa Growth
Speaker