WHICH STREAM WILL YOU ATTEND?

ESG Investor Forum

Bringing together the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver both strategic insights and tactical guidance on how to accelerate ESG integration plans, scale ground-breaking sustainable and social products, access verified data, and refine engagement strategy.

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ESG Risk & Reporting Forum

Designed exclusively for risk, operations, data, and reporting officers, plus regulatory and compliance team members to examine developments in investment risk management planning, reporting ESG data points to regulators, management, and clients, and securing external ESG data to use in investment activity.

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EVENT INFORMATION

 

The pandemic has served as the first real proof-point for sustainability, underlining the fact that ESG investing does not in fact come at a cost, but rather can future-proof investments. We have seen mounting government and social pressure on asset owners, pushing them to consider how ESG factors may progressively impact financial return.

Growing numbers are examining how best to use the latest metrics, standards, and data to integrate ESG across all their portfolios. The need to develop a coherent strategy that will allow them to create market beating returns for stakeholders means the industry must find a universal dialogue around the objectives they are seeking to meet.

The peer-led agenda developed for ESG Investment Leader will bring together the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver both strategic insights and tactical guidance on how to design and integrate ESG investment plans, scale portfolio adaptation plans, access verified data, and refine portfolio holding engagement strategies.

 

 

REGISTER TO ATTEND THE 2022 EVENT IN-PERSON

2022 SUMMIT SPEAKERS

SEE ALL SPEAKERS

2022 SUMMIT SPEAKERS

SEE ALL SPEAKERS

INDUSTRY PROFESSIONALS IN ATTENDANCE WILL INCLUDE:

Chief Investment Officers
Portfolio Managers
Investment Managers
Responsible Investment Analysts
Heads of Fixed Income
Chief Risk Officers
Heads of ESG
Heads of Change or Project Delivery
Managing Partners & Directors
Chief Operating Officers

Main Agenda

08:00 - 09:00

REGISTRATION AND NETWORKING BREAKFAST 

09:00 - 09:05

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:05 - 09:35

OPENING ADDRESS: The benefits of impact and ESG investing from an asset owner/asset manager perspective

  • Gilles Moec

    Group Chief Economist

    AXA

09:35 - 10:15

PANEL DISCUSSION: What value can companies gain from ESG and impact investing?

  • Corrado Pistarino

    Chief Investment Officer

    Foresters Friendly Society

  • Maria Nazarova-Doyle

    Head of Pension Investments

    Scottish Widows

  • Gilles Moec

    Group Chief Economist

    AXA

10:15 - 10:45

ESG Investing: Tracking controversies with Language AI

  • Ludovic Mathieu

    Quantitative Researcher

    RavenPack

10:45 - 11:15

MORNING REFRESHMENTS & NETWORKING

11:15 - 13:05

ESG INVESTOR FORUM: TALKING TABLE WORKSHOPS 

 

STREAM 1 : 11:15 - 13:05

WORKSHOP 1 : Interpreting climate change data

Led by Quoniam Investments 

  • Mara Schneider

    Senior Associate Sustainable Investing

    Quoniam Investments

STREAM 2 : 11:15 - 13:05

WORKSHOP 2: Green transition is the investment opportunity of the 21st century

Led by Union Investment

  • Dr Henrik Pontzen

    Head of ESG

    Union Investments

STREAM 3 : 11:15 - 13:05

WORKSHOP 3: Aligning investment strategies with a net-zero emissions world 

Led by Baillie Gifford

  • Piers Lowson

    Director

    Baillie Gifford

  • Tim Gooding

    Client Service Director

    Baillie Gifford

11:15 - 13:05

ESG RISK & REPORTING FORUM: TALKING TABLE WORKSHOPS

TBC

STREAM 1 : 11:15 - 11:55

Collaborating on ESG risk and reporting

  • The importance of ESG to Foresters Financial as a mutual, and the role of members
  • Collaborating internally, which parts of the business work together on ESG risk and reporting, and collaboration across the group
  • External collaboration, for example with asset managers
  • Clare Jenkinson

    Head of Sustainability

    Foresters Financial

STREAM 2 : 11:55 - 12:30

The importance of determining materiality in ESG risk management

STREAM 3 : 12:30 - 13:05

Making the most of sustainability regulation

Asset managers are in the midst of a rapid shifting of the goal posts by being forced to adapt to a wall of sustainable finance regulation. Yet, by embracing this regulation, it serves as an opportunity for managers to evolve and enhance their processes for the ultimate benefit of their clients and society more broadly.

-  Exploring the evolving regulatory landscape, including EU SFDR, EU Taxonomy, TCFD, and upcoming frameworks such as the UK SDR and Green Taxonomy

- Overcoming the burden by embracing these frameworks and improving operations and investment processes

- Embedding frameworks in KPI banks, impact analysis and active ownership plans so that investment processes and regulatory requirements can work alongside each other

- Anticipating future changes and being pro-active to make the most of new regulations to evolve and enhance existing ways of working

  • Jonathan Walker

    Sustainable Investment Manager

    Gresham House

13:05 - 14:05

NETWORKING & LUNCH

14:05 - 15:30

ESG INVESTOR FORUM: STREAM 1 SESSIONS

STREAM 1 : 14:05 - 14:30

ESG in different alternative investment strategies

ESG is most often talked about as being one thing, predominantly in the context of long equity positions. Integrating ESG or implementing dedicated ESG objectives in strategies such as credit, macro, systematic, equity long/short, and insurance-linked strategies has its own nuances and discussions that allocators and asset managers should be having. This presentation will discuss the following, including the nuances specific to the strategies and asset classes:

  • The spectrum of approaches to ESG
  • ESG integration
  • Exclusions, inclusions, and impact   investing
  • Engagement
  • Responsible corporate and market citizenship
  • The discussions asset managers and allocators should be having
  • Maria Long

    Research & Content Director

    Standards Board for Alternative Investments

STREAM 2 : 14:20 - 14:55

Investing for social good: Bridging the land between private, public and philanthropic finance

Drawing on two decades exploring the world of responsible investment as a consultant, asset owner, asset manager and non-executive director in this address Sally will look into what the future might hold for the S in ESG. Using examples from old age care and corporate innovation, she will consider a number of current questions, including:

  • Are we valuing in financial terms   what is important to the world and society? 
  • How well do we cater for different preferences and time horizons?
  • What innovations are needed, and what mindsets will hold us back?
  • When will more bicycles reach women in Africa?
  • Sally Bridgeland

    Chair and Non-Executive Director

    Local Pensions Partnership Investments

STREAM 3 : 14:55 - 15:30

PANEL DISCUSSION: ESG investment priorities from the perspective of trustees

  • Karen Hurst

    Senior Policy Advisor, Investment & Stewardship

    Pensions and Lifetime Savings Association

  • Nicholas Wheeler

    Chairman of Trustees

    Volvo Group UK Pension Schemes

  • Jessie Wilson

    Professional Trustee

    Dalriada Trustees

  • Richard Hubbard

    Professional Trustee at Capital Cranfield & Trustee

    Church of England Pension Board

  • Laurence Julius

    Independent Trustee

14:05 - 15:30

ESG INVESTOR FORUM: STREAM 2 SESSIONS

STREAM 1 : 14:05 - 14:30

Defining, understanding and measuring the ‘S’ in ‘ESG’

While ESG has been around for more than two decades, it is only in the last few years that it has really gathered momentum and importance. And whereas most organizations are comfortable with the ‘E’ and the 'G’, the ‘Social’ is proving to be more of a challenge. ‘Social’ was originally seen through the narrow lens of human rights – now it encompasses labour issues, diversity, equity & inclusion (DE&I), workplace health and safety, and product safety and quality.

  • How and why the ‘S’ is making a material difference in understanding an organization’s culture, value and risk profile
  • Originally set up in a framework of ‘do no harm’, the importance of ESG has shifted to a position of ‘is this world a better place because my company is in it?' For a business to make a positive contribution to the world, ESG has to be anchored in the core business of an organization
  • Measuring the 'S' is a challenge. This is not about setting minimum standards. It is about setting targets that organizations should aspire to, and, for these, governments and 'progressive' regulation have a role to play because the economy won’t thrive unless people and the planet are thriving
  • Simona Scarpaleggia

    Board Member

    EDGE

STREAM 2 : 14:30 - 14:55

The net zero investment journey of an asset owner

Most asset owners have a commitment to achieve zero net carbon by 2050. Many have also set interim decarbonization targets. Against the backdrop of evolving regulation and standards, how are investors approaching the implementation of these commitments?

  • Sindhu Krishna

    Head of Sustainable Investment

    Phoenix Group

STREAM 3 : 14:55 - 15:30

PANEL DISCUSSION: How can investors prepare for the energy transition?

  • David Thomas

    Director of Business Development

    GRESB

  • Robert Hulme

    Responsible Investment Engagement Manager

    West Yorkshire Pension Fund

  • Sindhu Krishna

    Head of Sustainable Investment

    Phoenix Group

  • Diandra Soobiah

    Head of Responsible Investment

    NEST

  • Aled Jones

    Head of Sustainable Investment

    FTSE Russell

14:05 - 15:30

ESG RISK & REPORTING FORUM: STREAM SESSIONS

STREAM 1 : 14:05 - 14:30

Making sense of ESG disclosures

As standards and best practice evolve, so too do corporate ESG disclosures. In this session, learn strategies to help make sense of what a company chooses to disclose and alternate means to gather important information and infer meaning. Explore topics such as:

  • The importance of using frameworks to identify material ESG issues
  • How comply or explain policies and promote data transparency
  • Inferring meaning from a company's governance structure and resourcing
  • Looking beyond a company's Annual Report
  • Katie Zolnierz

    Environmental, Social, Governance Analyst

    DSAM Partners

STREAM 2 : 14:30 - 14:55

AUDIENCE POLLING SESSION: What risk appetite should companies consider for their environmental development strategies?

STREAM 3 : 14:55 - 15:30

PANEL DISCUSSION: Establishing a shared truth: Finding a commonality in ESG data reporting

  • Graeme Devlin

    Managing Partner

    Devlin Mambo

  • Kroum Sourov

    Lead ESG Analyst – Sovereign Sustainability

    Candriam

  • Patricia Sharman

    Trustee

    Kas Bank UK Pension Scheme

  • Clare Jenkinson

    Head of Sustainability

    Foresters Financial

  • Jenny Murray

    ESG Analyst

    Rothesay

  • Angel Agudo

    Board Member and VP, Product

    Clarity AI

15:30 - 16:00

AFTERNOON REFRESHMENTS, EXHIBITION AND NETWORKING

16:00 - 16:30

CASE STUDY: A PRACTICAL GUIDE TO NET-ZERO- A CORPORATION WORKING TO ACHIEVE ITS MILESTONES

Energy firms need to reinvent themselves in the context of a world in need of more energy, but less emissions. TotalEnergies, one of the energy majors, has developed and is implementing its ambition to get to net zero by 2050, together with society. This session will explore that ambition and the challenges to its realization.

  • What does net zero involve in the context of an energy firm?
  • How Total is fundamentally rethinking its activities and adapting its sales mix
  • The importance of setting up concrete milestones for reduction targets
  • Valuing engagement with stakeholders and ensuring transparency through efficient ESG reporting
  • What are the main challenges to achieving Total's goal?
  • Beyond climate, the energy transition needs to be 'just' and benefit all stakeholders
  • Benoit Ribaud

    ESG Investor Relations Manager

    TotalEnergies

16:30 - 17:00

CLOSING ADDRESS: THE CURRENT MACROECONOMIC BACKGROUND IMPACTING THE ASSET ALLOCATION OF LONG-TERM INVESTORS

  • Assessing the impact of the current geopolitical landscape on medium and longer term asset allocation
  • The inflationary backdrop and a discussion on those asset classes and geographies most impacted, including  the effects on future asset deployment 
  • The impact of central bank monetary tightening policies on the relative attractiveness of public and private market credit
  • The drive to zero net carbon and the impact on asset allocation for liability-driven investors
  • Michael Eakins

    CIO

    Phoenix Group

17:00 - 00:00

CHAIRMAN'S CLOSING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Private Markets Investor | Europe 2023

EVENT DATE
TO BE ANNOUNCED

Details
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EVENT

INSTITUTIONAL FIXED INCOME VIRTUAL SUMMIT | NORTH AMERICA 2022

EVENT DATE
19 OCTOBER 2022

Details
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EVENT

Insurance Investor Live | Europe 2022

EVENT DATE
3 NOVEMBER 2022

Details
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REPORT

Environmental, Social & Governance Investing, Europe 2021 Report

PUBLISHED
1 November 2021

Details

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Production Director

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