US SIF NY Climate Week Event

Stewarding the AI Transition: Governance, Innovation and Long-Term Value

Collaboration between: US SIF - WeeFin - Franklin Templeton

AI has rapidly moved from experimentation to everyday business use. Asset owners, asset managers and companies are increasingly focused on how to capture its benefits while maintaining appropriate governance, managing risk and controlling costs. At the same time, the key question is shifting from who is adopting AI to who is using it in ways that create sustainable long-term value.

This roundtable will explore how AI is shaping decision-making and engagement across the investment ecosystem. We will discuss what effective AI governance looks like in practice, the lessons learned from early adoption, and how investors are assessing companies' approach to AI deployment and oversight.

The conversation will also examine how AI is changing stewardship itself, from the topics discussed in engagements to the tools investors use to analyze information and monitor risks. Looking ahead, we will consider how AI is likely to reshape both investment capabilities and investor expectations of the companies in which they invest.

JOIN US for a lively and proactive roundtable discussion under Chatham Rule

Moderator: Nicole Steele - Amalgamated Bank

Speakers:

Katrina Dudley - SVP, AI & Sustainability Lead, Franklin Templeton

Greg Hug - CEO & Founder, WeeFin

Lamisa Hossain - Associate, Whistlestop Capital

Maria Lettini – CEO, US Sustainable Investment Forum