10:00 AM - 11:00 AM (Pacific)
11:00 AM - 12:00 PM (Mountain)
12:00 PM - 01:00 PM (Central)
01:00 PM - 02:00 PM (Eastern)

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Overview

Banks, debt, and equity capital market investors have adopted ESG and Sustainability standards at a growing rate, which has affected the availability and cost of capital. We know this trend will accelerate and governmental regulations will provide for sanctions to assure adherence. These systemic changes are having a deep impact on every facet of management and corporate governance and profoundly influence the development of long-term strategies, the capital budgeting process, and every meaningful manner in which a company interacts with its counterparties and stakeholders. In this webinar, we will explore the capital implications of this sea-change we are experiencing.

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Panelists

Gary Herzog Managing Director | Head of Corporate and Leveraged Finance/Distribution - Americas  Credit Agricole Corporate & Investment Bank

Gary is the Head of the Corporate and Leveraged Finance team for the Americas. In addition, Gary manages the distribution team for loans and high yield securities. Gary leads teams responsible for the origination, structuring, and distribution of loans and high yield bonds and secondary trading of loans for the US, Latin America, and Canadian markets. In addition, Gary and his team are also responsible for the monitoring of the corporate and leveraged loan portfolio. Gary is a member of Management Committee for the Americas as well as the Global Management Committee of CA-CIB. Gary joined as Head of Loan Syndications for the Americas in March 2007.

Gary joined from BNY Securities, Inc. where he was Co-Head of Syndicated Finance and Head of Sponsor Leveraged Lending and a member of the Board of Directors. At BNY, he held a number of increasingly important executive assignments, including Head of New York Investment Banking and Co-Head of Structured Finance where he directed groups responsible for global origination and distribution of syndicated loans and private placements, as well as origination of fixed income securities. Previously, Gary was in the financial institutions' practice at McKinsey & Company, Inc. where he provided strategy advice to multi-national financial firms.

Gary has a BA in economics and an MBA with distinction in finance from the University of Michigan.

For over a decade, Aaron has shared insights and recommendations with clients including: strategic planning, institutional investor targeting, buy and sell-side relationship management, public relations, government relations, corporate valuation, benchmarking, and ESG communications.

With EnerCom, Aaron plays key roles in the management of the consulting team and development, expansion, and evolution of EnerCom’s proprietary operational and financial databases as well as the company’s predictive valuation models. He works with Private Equity, E&P, and OilService clients both large and small to better understand valuation perspectives in the market and refine marketing messages to highlight a client’s core value proposition across multiple channels including investor presentations, corporate websites, conference call scripts, press releases, and media placements. Aaron has had the opportunity to travel to major investments hubs in the U.S. and Europe with clients introducing management teams to targeted institutional investors.

Aaron received my BA in Economics and Spanish from Willamette University and an MBA in Finance from the University of Denver.

Erica joined ClimeCo in 2021 after serving as a Senior Consultant with Global Affairs Associates, LLC. A seasoned ESG professional bringing over 20 years of experience from the investment and non-profit sectors, she specializes in ESG integration, materiality analysis, investment trends, and engagement strategy.

Previously, Erica played a central role in ESG investment functions at Calvert—a responsible investment pioneer. Erica has deep expertise in multi-stakeholder engagement, proxy voting, and ESG data analysis and management across a wide range of asset classes. She served on the development team for the Sustainability Accounting Standards Board’s Level II exam for the inaugural FSA credential, the Steering Committee for the Intentional Endowments Network, and as an Advisory Committee Member for the Robert Wood Johnson Foundation’s Culture of Health for Business framework.

Erica earned a B.S. in Biology and a B.A. in History from the University of California, San Diego. She loves skiing, exploring new places, and any activity involving excellent food.

Moderator

Over forty years leading the North American Energy platforms of three global corporate and investment banks, Dennis founded Montrose Capital Advisors to assist clients rapidly navigating the complex demands of the energy transition and the greening of the financial system. These immutable global forces challenge capital access and necessitate a realistic and measurable long-term, sustainable business model built on ESG principles.

• Deep insight applying ESG/Sustainability principles as a governance platform supporting the oil and gas industry’s pivotal role in the energy transition.
• Lead player in over $100 billion of structured transactions, involving every segment of the energy industry.
• Managed diverse, high-performing teams of seasoned bankers, petroleum and process engineers, Project Finance specialists and M&A and A&D Advisors.
• Serving over 22 years on the board and as Honorary Chairman of the French American Chamber of Commerce as well as Chairing its Energy Committee.
• Member of the Houston Producers Forum, Houston Energy Finance Group, a Founder/Executive Committee member of the Houston Private Directors Association, along with several charitable and non-profit organizations. Masters-Columbia University International Finance and Banking.

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