EVENT INFORMATION

 

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

Contact us today to find out more about the Institutional ESG Investment Summit 2020.

Register your place for free at registration@clearpathanalysis.com or to discuss sponsorship opportunities please contact noelhillmann@clearpathanalysis.com

 

KEY BENEFITS OF PARTICIPATING

BENEFIT 1
Connect with your Peers :

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.

BENEFIT 2
ESG Focus :

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.

BENEFIT 3
Diverse Agenda :

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.

BENEFIT 4
Interactive Workshops :

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.

BENEFIT 5
World Renowned Speakers :

Your chance to hear from, and question directly, the biggest names in the industry.

SUMMIT SPEAKERS

SEE ALL SPEAKERS

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

Agenda

08:30 - 09:20

Arrival, Registration, Breakfast & Networking

Continental breakfast, tea, coffee and fruit juices will be served.

09:20 - 09:30

Chairman's Opening Remarks

Noel Hillmann, Chief Operating Officer, Clear Path Analysis

09:30 - 10:20

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

10:20 - 11:10

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

11:10 - 11:35

Refreshments & Meeting Break

11:40 - 12:10

Talking Table Workshops Round 1

STREAM 1 : 11:40 - 12:10

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

STREAM 2 : 11:40 - 12:10

INVESTMENT STRATEGIES AND OPPORTUNITIES

What does it take to do active ownership: designing strategies and forging partnerships

STREAM 3 : 11:40 - 12:10

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

12:10 - 12:40

Talking Table Workshops Round 2

Workshop title to be announced soon

Download the event brochure to review the line-up of topics

12:40 - 13:10

Talking Table Workshops Round 3

Workshop title to be announced soon

Download the event brochure to review the line-up of topics

13:10 - 14:00

Lunch Break

14:00 - 14:25

Stream Presentations

STREAM 1 : 14:00 - 14:25

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

STREAM 2 : 14:00 - 14:25

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

14:25 - 15:10

Stream Panel Debates

STREAM 1 : 14:25 - 15:10

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

STREAM 2 : 14:25 - 15:10

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

  • Atanas Christev

    Head of Investment

    Direct Line Group

  • Claire Curtin

    Head of ESG

    Pension Protection Fund

15:10 - 15:35

Stream Presentations

STREAM 1 : 15:10 - 15:35

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

STREAM 2 : 15:10 - 15:35

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

15:35 - 15:50

Refreshments & Meeting Break

15:50 - 16:15

Stream Presentations

STREAM 1 : 15:50 - 16:15

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

STREAM 2 : 15:50 - 16:15

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

16:15 - 16:45

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

16:45 - 18:00

Themed Drinks Reception

VENUE

Amba Hotel Marble Arch

Bryanston Street

Marylebone, London W1H 7EH

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

INSTITUTIONAL FIXED INCOME SUMMIT 2020

EVENT DATE
4 June 2020

Details
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REPORT

ENVIRONMENTAL, SOCIAL & GOVERNANCE INVESTING, NORTH AMERICA 2020

PUBLISHED
27 January 2020

Details
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REPORT

INVESTING IN PRIVATE MARKETS EUROPE 2019

PUBLISHED
25 November 2019

Details
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REPORT

ENVIRONMENTAL, SOCIAL & GOVERNANCE INVESTING EUROPE 2019

PUBLISHED
28 May 2019

Details

GET IN TOUCH TODAY

 

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

CONTENT ENQUIRIES

ZOI FLETCHER

Senior Content Producer

zoifletcher@clearpathanalysis.com

MARKETING & OPERATIONS ENQUIRIES

JENNA WILLIAMS

Head of Marketing and Operations

jennawilliams@clearpathanalysis.com

ATTENDANCE ENQUIRIES

LUDMILA CARVALHO

Client Relations Executive

ludmilacarvalho@clearpathanalysis.com