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10th SEPTEMBER 2020 | AMBA MARBLE ARCH HOTEL | LONDON
10th SEPTEMBER 2020 | AMBA MARBLE ARCH HOTEL | LONDON
The 2019 edition of the World Economic Forum's 'Global Risks Report', ranks 7 of the top 10 future threats to the world as ESG-related factors. The failure to address climate change, water crisis', income, gender and religious inequalities, plus legal, regulatory, and social standards, are all perils that investment owners need to be mindful of, when allocating. Those who not only mitigate risks but seek to address them, are poised to stand out and thrive.
The Institutional ESG Investment Summit unites the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations, endowment funds, and other institutional asset owner categories to explore the most pressing challenges and opportunities to developing world class ESG investment approaches and standards.
RESERVE YOUR SEAT AT THIS EXCLUSIVE EVENT FOR FREE TODAY
We adhere to a strict attendance ratio of 2:1 asset owner group to non-asset owner group representatives. Network with like minded portfolio and investment managers, pension managers and trustees and middle and back-office investment operations professionals.
Return to the office with fresh ideas, having explored the impact that environmental, social and governance factors are currently and will increasingly have on institutional asset owners investment portfolios and the third-party managers who serve them.
Through a two-stream format and interactive program, we examine and challenge the practical steps investment leaders of pension plans, insurers and other institutional asset owners can take to boost returns and manage risk, through appropriate use of ESG investment philosophy.
Our unique Talking Table Workshops provide participants the opportunity to choose from three of four Workshops to attend, each in separate rooms, providing greater choice on subjects through which to interact with peers.
Your chance to hear from, and question directly, the biggest names in the industry.
Head of Financial Risk
Chief Investment Officer
Editor
Chief Investment Officer
Managing Director, Head Manager Research
Director of Responsible Investment & Engagement
Head of Fixed Income
Head of Pension Investments
Partner Development Executive
Pensions Manager UK & Ireland
Minister for Pensions and Financial Inclusion
Strategic Investment Manager
Director – Responsible Investment
VP, Long-Term Planning
Member of Investment Committee
Head of Responsible Investment
Chief Executive Officer
Partner and Head of Pensions
Policy Lead, Investment & Stewardship
Director of Sustainability
Chief Investment Officer
Managing Director, Environment and Sustainability
Analyst – Responsible Investment
Senior Investment Manager
Head of Financial Risk
Chief Investment Officer
Editor
Chief Investment Officer
Managing Director, Head Manager Research
Director of Responsible Investment & Engagement
Head of Fixed Income
Head of Pension Investments
Partner Development Executive
Pensions Manager UK & Ireland
Minister for Pensions and Financial Inclusion
Strategic Investment Manager
Director – Responsible Investment
VP, Long-Term Planning
Member of Investment Committee
Head of Responsible Investment
Chief Executive Officer
Partner and Head of Pensions
Policy Lead, Investment & Stewardship
Director of Sustainability
Chief Investment Officer
Managing Director, Environment and Sustainability
Analyst – Responsible Investment
Senior Investment Manager
Arrival, Registration, Breakfast & Networking
Continental breakfast, tea, coffee and fruit juices will be served.
Chairman's Opening Remarks
Noel Hillmann, Chief Operating Officer, Clear Path Analysis
Noel Hillmann
CEO
Clear Path Analysis
Keynote Presentation: What is the case for engagement and where does divestment fit in with that?
Guy Opperman
Minister for Pensions and Financial Inclusion
Department for Work and Pensions
Panel Debate: Where is the cross-over between financial returns and ethics and where should investors draw a line in their environmental, social, and governance responsibilities?
Maria Nazarova-Doyle
Head of Pension Investments
Scottish Widows
Nico Aspinall
Chief Investment Officer
The People's Pension, B&CE
Ashish Dafria
Chief Investment Officer
Aviva UK
Catherine Howarth
Chief Executive Officer
ShareAction
Michael Marshall
Director of Responsible Investment & Engagement
LGPS Central
Refreshments & Meeting Break
Talking Table Workshops Round 1
REPORTING AND STANDARDS TOPICS
Voting and engagement issues in pooled funds: how can asset owners exercise their stewardship responsibilities so that voting reflects their beneficiaries’ views
Carolyn Saunders
Partner and Head of Pensions
Pinsent Masons LLP
INVESTMENT STRATEGIES AND OPPORTUNITIES
What does it take to do active ownership: designing strategies and forging partnerships - Workshop hosted by Ruffer
Alexia Palacios
Analyst – Responsible Investment
Ruffer
Franziska Jahn-Madell
Director – Responsible Investment
Ruffer
INVESTMENT STRATEGIES AND OPPORTUNITIES
With all the demand for ESG funds, what are the opportunities for those seeking to make initially ‘small’ allocations
Nick Samuels
Managing Director, Head Manager Research
Redington
REPORTING AND STANDARDS TOPICS
How do you measure and report on impact: qualitative vs. quantitative approaches and methodology
Talking Table Workshops Round 2
REPORTING AND STANDARDS TOPICS
Voting and engagement issues in pooled funds: how can asset owners exercise their stewardship responsibilities so that voting reflects their beneficiaries’ views
Carolyn Saunders
Partner and Head of Pensions
Pinsent Masons LLP
INVESTMENT STRATEGIES AND OPPORTUNITIES
What does it take to do active ownership: designing strategies and forging partnerships - Workshop hosted by Ruffer
Alexia Palacios
Analyst – Responsible Investment
Ruffer
Franziska Jahn-Madell
Director – Responsible Investment
Ruffer
INVESTMENT STRATEGIES AND OPPORTUNITIES
With all the demand for ESG funds, what are the opportunities for those seeking to make initially ‘small’ allocations
Nick Samuels
Managing Director, Head Manager Research
Redington
REPORTING AND STANDARDS TOPICS
How do you measure and report on impact: qualitative vs. quantitative approaches and methodology
Talking Table Workshops Round 3
REPORTING AND STANDARDS TOPICS
Voting and engagement issues in pooled funds: how can asset owners exercise their stewardship responsibilities so that voting reflects their beneficiaries’ views
Carolyn Saunders
Partner and Head of Pensions
Pinsent Masons LLP
INVESTMENT STRATEGIES AND OPPORTUNITIES
What does it take to do active ownership: designing strategies and forging partnerships - Workshop hosted by Ruffer
Alexia Palacios
Analyst – Responsible Investment
Ruffer
Franziska Jahn-Madell
Director – Responsible Investment
Ruffer
INVESTMENT STRATEGIES AND OPPORTUNITIES
With all the demand for ESG funds, what are the opportunities for those seeking to make initially ‘small’ allocations
Nick Samuels
Managing Director, Head Manager Research
Redington
REPORTING AND STANDARDS TOPICS
How do you measure and report on impact: qualitative vs. quantitative approaches and methodology
Lunch Break
Stream Presentations
REPORTING AND STANDARDS
Task Force on Climate-related Financial Disclosures: How should investors be modelling for climate risk and tackling TCFD reporting when it is still voluntary and the metrics are not yet clear
Joe Wilde
Partner Development Executive
Clear Path Analysis
Bente Sverdrup
Director of Sustainability
Gjensidige
INVESTMENT STRATEGIES AND OPPORTUNITIES
Case study: creating and implementing an ESG Investment Strategy – the challenges faced by small and medium insurers
Sara Benwell
Editor
Clear Path Analysis
Trevor Harris
Head of Financial Risk
Wesleyan Group
Stream Panel Debates
REPORTING AND STANDARDS
What are the emerging recognised standards that the most mature investors are adopting and what kind of data are they using?
Noel Hillmann
CEO
Clear Path Analysis
Stephen Beer
Chief Investment Officer
Central Finance Board of the Methodist Church Fund
Diandra Soobiah
Head of Responsible Investment
Nest
Carolyn Saunders
Partner and Head of Pensions
Pinsent Masons LLP
Graham Cook
Strategic Investment Manager
Environment Agency Pension Fund
INVESTMENT STRATEGIES AND OPPORTUNITIES
What are the opportunities for ESG integration in fixed income and illiquid assets and how far are the data and analytics supporting the opportunities?
Sara Benwell
Editor
Clear Path Analysis
Mark Gull
Head of Fixed Income
Pension Insurance Corporation
Alistair Clark
Managing Director, Environment and Sustainability
EBRD
Bente Sverdrup
Director of Sustainability
Gjensidige
Stream Presentations
REPORTING AND STANDARDS
How can the SIP and implementation statement be a useful exercise rather than a compliance tick box?
Jerry Gandhi
Pensions Manager UK & Ireland
Schneider Electric
Establishing your investment beliefs: aligning the ESG strategy with the values of the beneficiaries of the pension fund
Dimitri Senik
Member of Investment Committee
PwC Switzerland Pension Fund
Refreshments & Meeting Break
Stream Presentations
REPORTING AND STANDARDS
What are the questions that investors need to ask asset managers to avoid ESG or impact washing and what evidence should managers be able to provide?
Caroline Escott
Policy Lead, Investment & Stewardship
Pension & Lifetime Savings Association
INVESTMENT STRATEGIES AND OPPORTUNITIES
How can investors navigate the issues and conflicts in extending the scope of ESG to emerging markets and infrastructure?
Adam Ruddle
Senior Investment Manager
LV
Keynote Presentation: What part has active ownership played in helping the oil & gas industry to embrace the energy transition?
Dominic Emery
VP, Long-Term Planning
BP
Themed Drinks Reception
Amba Hotel Marble Arch
Bryanston Street
Marylebone, London W1H 7EH
MARKETING & OPERATIONS ENQUIRIES
Head of Marketing and Operations
