MSCI Climate Week NYC 2026

September 23, 2026 Convene, 6th Floor, 360 Madison Avenue, New York, NY 10007 
Overview
Highlights
Agenda
Register

New market dynamics
Emerging risk and the opportunity ahead

Physical risk, AI infrastructure and energy disruption are reshaping global markets and creating new opportunities.

During New York Climate Week, MSCI will host an exclusive, invitation-only gathering of leaders from across the financial system who are using data and intelligence to find conviction and competitive advantage in a rapidly shifting landscape.

See highlights from 2025

Agenda

9:00 a.m.

Registration and networking breakfast

Demos available

10:00 a.m.

Opening remarks

10:15 a.m.

Executive Fireside: What Is Reshaping Portfolios Right Now?

The structural forces such as geopolitical disruption, AI, energy transition and physical risk, that are hitting institutional portfolios today, and what they mean for long-term investment strategy.

Henry A. Fernandez
Henry A. Fernandez
Chairman and Chief Executive Officer, MSCI
11:00 a.m.

The Financial Materiality of Physical Risk: From Exposure to Investment Impact

How physical risk exposure translates into asset valuation, credit quality, insurability and portfolio performance.

11:40 a.m.

Energy Security, Geopolitics & the New Investment Map

How geopolitical disruption is redrawing energy investment flows, reshaping transition assumptions and creating new opportunities for investors positioned to act.

Laura Nishikawa
Laura Nishikawa
Managing Director, Head of Emerging Risk & R&D, MSCI
Sarah Kapnick
Sarah Kapnick
Managing Director, Global Head of Climate Advisory, J.P. Morgan
Regan Smith
Regan Smith
AVP, Managing Director Climate Action, Manulife Investment Management
Richard Manley
Richard Manley
Chief Sustainability Officer, CPP Investments
12:20 p.m.

Lunch and networking

Demos available

1:20 p.m.

The Hidden Adaptation Economy: Where Is the Opportunity Right Now?

Corporate resilience as a source of investment opportunity and where the adaptation opportunity is most compelling across regions and asset classes.

2:00 p.m.

Breakout A: Stewardship in a Divided World: Engaging Companies When the Rules Have Changed

New approaches to engaging companies on climate and emerging risks, and how new data and AI are changing what's possible.

Breakout B: Physical Risk & Insurability: From Signal to Investment Decision

How physical risk exposure, rising insurance premiums and adaptation data can be used together to identify where the real investment opportunities lie. 

Breakout C: Banks & Physical Risk

A focused roundtable on how AI-powered geospatial analysis is changing what banks can see at the asset level, and what that means for underwriting, loan pricing and portfolio management.

2:45 p.m.

Networking break

Demos available

3:05 p.m.

AI, Emerging Technology & the Investment Landscape

How AI infrastructure is intersecting with energy demand and physical risk, and what the next wave of data and analytics means for how investors navigate decisions.

3:45 p.m.

Closing remarks

Richard Mattison
Richard Mattison
Head of Sustainability and Climate, MSCI
4:00 p.m.

Networking reception

Ready to join us in NYC?
Request your invitation