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15TH & 16TH SEPTEMBER 2021 | ETC VENUES COUNTY HALL, LONDON
15TH & 16TH SEPTEMBER 2021 | ETC VENUES COUNTY HALL, LONDON
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.
Read MoreDesigned 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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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 the Institutional ESG Investment Summit 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 accelerate ESG integration plans, scale ground-breaking sustainable and social products, access verified data, and refine engagement strategy.
RESERVE YOUR FREE PLACE AT THE 2021 SUMMIT
Network with like-minded portfolio and investment managers, pension managers and trustees and middle and back-office investment operation professionals.
Come away from this specialist gathering 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.
Receive a free copy of the annual Environmental, Social & Governance Investing, Europe 2021 Report featuring further industry perspectives and ideas.
Have your chance to raise questions with our expert speakers through live audience Q&A, and learn more about your peers aspirations and challenges through live polling sessions.
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 the appropriate use of ESG investment philosophy.
ESG Analyst
Director, UK & Ireland Institutional Business and & Head of LGPS
Head of Sustainable Investment
Global Head of Client Solutions
Head of Sustainable Investment
Head of ESG
Director, ESG Advisory
Chair and Non-Executive Director
Fund Manager
Senior Environmental Advisor
Director of Sustainable Investment
Head of Energy Transition Funds
Trustee Director, Pi Pension Trustees and DC Investment Manager
Contributing Editor
Independent Trustee
Chairman of Trustees
Managing Director, Head of Government and Regulatory Affairs
Investment Analysis and ESG Investing, Technical Specialist, Insurance Directorate, Prudential Regulation Authority
Director, CBC Pension Services and Professional Trustee
Trustee Director and Chair of the Investment Implementation Committee
Technical Specialist, Sustainable Finance and Stewardship
Trustee
CEO
Head of Pension Investments
Research & Content Director
Director of Business Applications
Portfolio Manager and SRI Analyst
Responsible Investment
Associate Director and Senior ESG Analyst
Chief Risk Officer
Lead ESG Analyst – Sovereign Sustainability
Member Nominated Trustee, Imperial Tobacco Pension Fund and Head of Corporate Responsibility
Chief Executive Officer
Environmental, Social, Governance Analyst
Associate Director, Senior Environmental Advisor
Head of Responsible Investment and Asset Allocation
Commerce Commissioner
Head of Investment Proposition
Managing Director of EMEA Global Risk Solutions Team
Responsible Investing Officer
Trustee & Trustee Director
Head Of Strategic Development
Head of ESG
Head of Fixed Income
Managing Director
Head of Banking, Financial Services and Insurance
CEO and an Executive Director
Trustee Executive
General Manager, Consulting
Equity Portfolio Manager
Member of Parliament, House of Commons, Committee Member
ESG Analyst
Director, UK & Ireland Institutional Business and & Head of LGPS
Head of Sustainable Investment
Global Head of Client Solutions
Head of Sustainable Investment
Head of ESG
Director, ESG Advisory
Chair and Non-Executive Director
Fund Manager
Senior Environmental Advisor
Director of Sustainable Investment
Head of Energy Transition Funds
Trustee Director, Pi Pension Trustees and DC Investment Manager
Contributing Editor
Independent Trustee
Chairman of Trustees
Managing Director, Head of Government and Regulatory Affairs
Investment Analysis and ESG Investing, Technical Specialist, Insurance Directorate, Prudential Regulation Authority
Director, CBC Pension Services and Professional Trustee
Trustee Director and Chair of the Investment Implementation Committee
Technical Specialist, Sustainable Finance and Stewardship
Trustee
CEO
Head of Pension Investments
Research & Content Director
Director of Business Applications
Portfolio Manager and SRI Analyst
Responsible Investment
Associate Director and Senior ESG Analyst
Chief Risk Officer
Lead ESG Analyst – Sovereign Sustainability
Member Nominated Trustee, Imperial Tobacco Pension Fund and Head of Corporate Responsibility
Chief Executive Officer
Environmental, Social, Governance Analyst
Associate Director, Senior Environmental Advisor
Head of Responsible Investment and Asset Allocation
Commerce Commissioner
Head of Investment Proposition
Managing Director of EMEA Global Risk Solutions Team
Responsible Investing Officer
Trustee & Trustee Director
Head Of Strategic Development
Head of ESG
Head of Fixed Income
Managing Director
Head of Banking, Financial Services and Insurance
CEO and an Executive Director
Trustee Executive
General Manager, Consulting
Equity Portfolio Manager
Member of Parliament, House of Commons, Committee Member
DAY ONE - WEDNESDAY 15TH SEPTEMBER 2021
WELCOME BREAKFAST AND NETWORKING
CHAIRMAN'S OPENING ADDRESS
Noel Hillmann
CEO
Clear Path Analysis
KEYNOTE PRESENTATION: What are the goals of the government from COP26 and what part can the institutional investment sector play in realising them?
Alexander Stafford
Member of Parliament, House of Commons, Committee Member
Business, Energy and Industrial Strategy Committee
ROUNDTABLE DISCUSSION: To what extent should there be further alignment between policy makers and investment leaders in the formation of ESG and climate focussed regulations?
Neil Acres
Managing Director, Head of Government and Regulatory Affairs
MSCI
Lindsey Matthews
Chief Risk Officer
Universities Superannuation Scheme
Sally Bridgeland
Chair and Non-Executive Director
Local Pensions Partnership Investments
Nicholas Wheeler
Chairman of Trustees
Volvo Group UK Pension Schemes
Mark Manning
Technical Specialist, Sustainable Finance and Stewardship
Financial Conduct Authority
CASE STUDY PRESENTATION: Evaluating Orpéa through the ESG looking glass – Lessons learned and future outlook
Sébastien Thévoux-Chabuel
Head of ESG
Comgest
MORNING REFRESHMENTS & NETWORKING
STREAM KEYNOTE PRESENTATIONS: ESG INVESTORS FORUM AND RISK & REPORTING FORUM
ESG INVESTORS FORUM
KEYNOTE PRESENTATION: Developing your governance structures and effectiveness as an engaged investor
Lindsey Matthews
Chief Risk Officer
Universities Superannuation Scheme
ESG RISK & REPORTING FORUM
KEYNOTE PRESENTATION: Case study: A pension fund journey to net zero
Marcus Hooper
Director of Business Applications
BNY Mellon
Fraser Priestley
Managing Director of EMEA Global Risk Solutions Team
BNY Mellon
STREAM ROUNDTABLE DISCUSSIONS: ESG INVESTORS FORUM AND ESG RISK & REPORTING FORUM
ESG INVESTORS FORUM – Chaired by COMGEST
ROUNDTABLE DISCUSSION: How investors can successfully implement ESG principles in order to develop future-proof investment strategies
Pádraig Floyd
Contributing Editor
Freelance Journalist
Paul Black
Trustee Director, Pi Pension Trustees and DC Investment Manager
Hargreaves Lansdown
Kirsty Green-Mann
Member Nominated Trustee, Imperial Tobacco Pension Fund and Head of Corporate Responsibility
Burges Salmon
Maria Long
Research & Content Director
Standards Board for Alternative Investments
ESG RISK & REPORTING FORUM
ROUNDTABLE DISCUSSION: How can investors effectively face the need for more transparency into funds ESG reporting policies demanded by LP’s
Sara Benwell
Editor
FundOperator.com
Katie Zolnierz
Environmental, Social, Governance Analyst
DSAM Partners
Kroum Sourov
Lead ESG Analyst – Sovereign Sustainability
Candriam
LUNCH
ESG INVESTORS FORUM AND RISK & REPORTING FORUM MIXED SESSIONS
ESG Investors Forum - Chaired by COMGEST
KEYNOTE PRESENTATION: ESG opportunities and impact investing: a comparison of alternative investment tools for portfolio diversification
Kirill Savrassov
Chief Executive Officer
Phoenix CRetro
ESG Risk & Reporting Forum
KEYNOTE PRESENTATION: ESG and emerging risks: Understanding the changing landscape for risk, the role of contingency planning, and adapting to uncertainty
Chris Needham-Bennett
Managing Director
Needhams 1834
ESG INVESTORS FORUM AND RISK & REPORTING FORUM MIXED SESSIONS
ESG Investors Forum - Chaired by COMGEST
The investor’s responsibility in ESG integration: What investors should consider when incorporating ESG into their portfolios
Pádraig Floyd
Contributing Editor
Freelance Journalist
Sarita Gosrani
Director, ESG Advisory
bfinance
ESG Risk & Reporting Forum
KEYNOTE PRESENTATION: Fragile Planet: Evaluating sovereign opportunities, scoring climate risk and assessing vulnerabilities at a national level
Lucy Acton
Associate Director and Senior ESG Analyst
HSBC Global Research
ESG INVESTORS FORUM AND RISK & REPORTING FORUM ROUNDTABLE DISCUSSIONS
ESG Investors Forum - Chaired by COMGEST
ROUNDTABLE DISCUSSION: Will 2050 be riddled with stranded assets? What should investors be considering now?
Pádraig Floyd
Contributing Editor
Freelance Journalist
Michael Clarke
Director, CBC Pension Services and Professional Trustee
Capita Trust Company
Nikesh Patel
Independent Trustee
James Lawrence
Head of Investment Proposition
Smart Pension
ESG Risk & Reporting Forum
ROUNDTABLE DISCUSSION: What does the EU action plan on sustainable finance and the Green Deal mean for ESG investment risk & reporting?
Sara Benwell
Editor
FundOperator.com
Eimear Palmer
Responsible Investing Officer
ICG
Will Wilson
ESG Analyst
Apex Group
Rebecca Craddock-Taylor
Director of Sustainable Investment
Gresham House
AFTERNOON REFRESHMENTS & NETWORKING
FIRESIDE CHAT: A new frontier for renewables - Low-carbon transportation
Charlotte O’Leary
CEO and an Executive Director
Pensions for Purpose
Raphaël Lance
Head of Energy Transition Funds
Mirova
SPECIAL GUEST KEYNOTE PRESENTATION: ESG trends in Emerging markets, the need for capacity strengthening among institutional investors and corporates in the context of CSRD, SFDR and the EU Taxonomy.
Julia Manning
Associate Director, Senior Environmental Advisor
EBRD
Robert Adamczyk
Senior Environmental Advisor
EBRD
EVENING DRINKS AND NETWORKING
Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.
DAY TWO - THURSDAY 16TH SEPTEMBER 2021
WELCOME BREAKFAST AND NETWORKING
CHAIRMAN'S OPENING ADDRESS
Noel Hillmann
CEO
Clear Path Analysis
KEYNOTE PRESENTATION: Assessing Sovereign Climate-related Opportunities and Risk (ASCOR)
Case study: Assessing Sovereign Climate related Opportunities and Risk (ASCOR)
Victoria Barron
Head of Sustainable Investment
BT Pension Scheme Management
ROUNDTABLE DISCUSSION: Governance structures: Effectively making sure senior management is collectively responsible for the integration of sustainability
Sara Benwell
Editor
FundOperator.com
Sindhu Krishna
Head of Sustainable Investment
Phoenix Group
Mark Hedges
Trustee
Nationwide Pension Fund
Dr. Zeynep Hizir
Head Of Strategic Development
EMEA Institutional Business Development | SS&C
KEYNOTE PRESENTATION: How to ensure sustainability risks are considered when establishing, implementing, and maintaining effective reporting both internally and amongst third parties
Chetan Parekh
Head of Banking, Financial Services and Insurance
Mindtree
MORNING REFRESHMENTS & NETWORKING
TALKING TABLE WORKSHOPS (20 minute rotation)
Mirova Workshop
Impact vs. ESG vs. SRI - how do they differ
Amber Fairbanks
Equity Portfolio Manager
Mirova
Aberdeen Standard Asset Management Workshop
The road to Net Zero within an investment portfolio - challenges and practicalities
Sonia Gogna
Global Head of Client Solutions
Aberdeen Standard Investments
Mindtree Workshop
Integrating ESG Risk into a Risk Management Framework
Anand Rao
General Manager, Consulting
Mindtree
Artemis Investment Management Workshop
Developing successful integration frameworks
Ryan Smith
Fund Manager
Artemis Investment Management
LUNCH
STREAM CHAIRMAN'S OPENING REMARKS
INVESTMENT DATA AND OPPORTUNITY ANALYSIS
Chairman's Opening Remarks - Chaired by Natixis Investment Managers
Manuel Coeslier
Portfolio Manager and SRI Analyst
Mirova
ASSET ALLOCATION AND PORTFOLIO MANAGEMENT
Chairman's Opening Remarks - Chaired by Natixis Investment Managers
Will Fox-Robinson
Director, UK & Ireland Institutional Business and & Head of LGPS
Natixis Investment Managers
INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS
INVESTMENT DATA AND OPPORTUNITY ANALYSIS
FIRESIDE CHAT: Clearing the murky waters: Differentiating between ESG, SRI and Impact Investing for member engagement and portfolio growth
Nicholas Wheeler
Chairman of Trustees
Volvo Group UK Pension Schemes
ASSET ALLOCATION AND PORTFOLIO MANAGEMENT
KEYNOTE PRESENTATION: ESG integration: reviewing the trials and tribulations of embracing ESG as the core investment approach
Maria Nazarova-Doyle
Head of Pension Investments
Scottish Widows
INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS
INVESTMENT DATA AND OPPORTUNITY ANALYSIS
KEYNOTE PRESENTATION: Exploring effective approaches to scenario analysis to forecast opportunities across asset classes
Luis Torres-Farrell
Responsible Investment
Redington
ASSET ALLOCATION AND PORTFOLIO MANAGEMENT
KEYNOTE PRESENTATION: The global transition to climate resilience creates an uncorrelated investment opportunity
Maria Rapin
CEO
Nephila
INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS
INVESTMENT DATA AND OPPORTUNITY ANALYSIS
ROUNDTABLE DISCUSSION: How to effectively address the lack of transparency and inconsistency in benchmark ESG information across managers and issuers
Pádraig Floyd
Contributing Editor
Freelance Journalist
Jennifer Bishop
Head of Responsible Investment and Asset Allocation
Coal Pension Trustee Services
Andrew Cole
Trustee Executive
BESTrustees
ASSET ALLOCATION AND PORTFOLIO MANAGEMENT
ROUNDTABLE DISCUSSION: Avoiding ‘herd mentality’ in private markets: What are the ESG related questions investors should be asking?
Matt Simms
Trustee Director and Chair of the Investment Implementation Committee
Hermes Group Pension
Maria Nazarova-Doyle
Head of Pension Investments
Scottish Widows
Duncan Willsher
Trustee & Trustee Director
20-20 Trustees
INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION AND PORTFOLIO MANAGEMENT STREAM SESSIONS
INVESTMENT DATA AND OPPORTUNITY ANALYSIS
ROUNDTABLE DISCUSSION: How to effectively address the lack of transparency and inconsistency in benchmark ESG information across managers and issuers
Pádraig Floyd
Contributing Editor
Freelance Journalist
Andrew Cole
Trustee Executive
BESTrustees
Jennifer Bishop
Head of Responsible Investment and Asset Allocation
Coal Pension Trustee Services
ASSET ALLOCATION AND PORTFOLIO MANAGEMENT
ROUNDTABLE DISCUSSION: Avoiding 'herd mentality' in private markets: What are the ESG related questions investors should be asking?
Matt Simms
Trustee Director and Chair of the Investment Implementation Committee
Hermes Group Pension
Maria Nazarova-Doyle
Head of Pension Investments
Scottish Widows
Duncan Willsher
Trustee & Trustee Director
20-20 Trustees
AFTERNOON REFRESHMENTS & NETWORKING
KEYNOTE PRESENTATION: Case Study of a proposed carbon neutral society: How can European based investors integrate carbon neutrality into their portfolios?
James Leiman
Commerce Commissioner
North Dakota
KEYNOTE PRESENTATION - ESG recovery post pandemic: What are the key issues and prospects for ESG going forward?
*Presented under Chatham House Rules*
Michele Bellabarba
Investment Analysis and ESG Investing, Technical Specialist, Insurance Directorate, Prudential Regulation Authority
Bank of England
END OF CONFERENCE
OPERATIONS ENQUIRES
Marketing & Operations Executive
