Select Page

Financial Intelligence

Environmental Social Governance (ESG)
Panel Session

Presented at the NJBankers Economic Leadership Forum on February 10, 2022

Moderated by:
Adam Goldstein, SVP, Chief Business Officer, FHLBNY

ESG Session Panelists:
Lawrence R. Bard, Co-Chair – Securities, Shulman Rogers
Megan Fox, Vice President – Senior Analyst, Financial Institutions, Moody’s Investors Service
Ricardo Martinez, Sustainable Finance Risk Leader, Deloitte & Touche LLP

• • • • • • • •

Environmental Social Governance (ESG) cuts across all business operations and is expected to grow in prevalence across the financial services industry. View this thought-provoking discussion about ESG from the NJBankers Economic Leadership Forum, featuring Ricardo Martinez, Lawrence R. Bard, Megan Fox, and our very own Adam Goldstein.

Watch the Discussion

About the Speakers:

Lawrence R. Bard, Co-Chair – Securities, Shulman Rogers
Larry Bard is a highly regarded business attorney whose clients depend on his guidance in corporate finance and securities law matters, including public and private offerings, venture capital transactions and other financing transactions. He advises companies on issues of corporate governance, business planning, securities law compliance, executive compensation, commercial contracts and complex joint ventures. Larry has completed several initial public offerings for companies in the mid-Atlantic region and has extensive experience in mergers and acquisitions. Clients across a wide range of industries, including financial, pharmaceutical, technology, biotech and retail, appreciate Larry’s unique blend of experience and expertise, and count on him to thoughtfully work through complex projects. He also works closely with startup and emerging growth companies that are members of NEXT, powered by Shulman Rogers, leveraging the firm’s technology platforms and flexible fee schedules. A frequent speaker and writer on corporate and securities law, Larry has been recognized as a leading M&A lawyer by Legal 500 and IFLR1000. He formerly clerked for the Delaware Court of the Chancery and the Delaware Supreme Court, and is a certified public accountant.

Megan Fox, Vice President – Senior Analyst, Financial Institutions, Moody’s Investors Service
Megan Fox is a Vice President – Senior Analyst in the Financial Institutions Group of Moody’s Investors Service covering a portfolio of US regional banks. She joined Moody’s in 2011 as an Associate Analyst. Prior to joining Moody’s, Mrs. Fox held positions with Freddie Mac, primarily within the Finance department. She holds a B.A. in economics and political science from the University of Delaware.

Ricardo Martinez, Sustainable Finance Risk Leader, Deloitte & Touche LLP
Ricardo Martinez is a principal in Deloitte & Touche LLP’s Risk & Financial Advisory practice. He has more than 20 years of experience serving the financial services industry specializing in credit and market risk management. He also has extensive experience with OTC Derivatives, including collateral management operations, regulations, and technology. Martinez has led Deloitte’s global Derivatives Regulatory Reform practice since the enactment of Dodd Frank’s Title VII and subsequent equivalent global regulations.

Disclaimer: Notwithstanding any language to the contrary, nothing contained in these disclosures is intended to constitute an offer, inducement, promise, or contract of any kind. Any product descriptions and pricing may be subject to change without notice.

The content provided in these disclosures is presented as a courtesy to be used only for informational purposes and is not represented to be error free. The FHLBNY makes no representations or warranties of any kind with respect to the content contained herein, such representations and warranties being expressly disclaimed. The FHLBNY is not a financial or investment advisor.

Moreover, the FHLBNY does not represent or warrant that the content of these disclosures is accurate, complete or current for any specific or particular purpose or application. It is not intended to provide nor should anyone consider that it provides legal, accounting, tax or other advice. Such advice should only be rendered in reference to the particular facts and circumstances appropriate to each situation. The FHLBNY encourages you to contact appropriate professional(s) and consultant(s) to assess your specific needs and circumstances and to render such advice accordingly. In addition, the FHLBNY is not endorsing or recommending the use of the means or methods contained in or through these disclosures for any special or particular purpose.

It is solely your responsibility to evaluate the risks or merits of any funding or investment strategy. In no event will FHLBNY or any of its officers, directors or employees be liable for any damages — whether direct, indirect, special, general, consequential, for alleged lost profits, or otherwise – that might result from any use of or reliance on these materials.

Key Contacts

Relationship Managers:
(212) 441-6700
Member Services Desk:
(212) 441-6600 or
(800) 546-5101, option 1

[email protected]