TWO BESPOKE FORUMS ON DAY ONE. WHICH ONE IS FOR YOU?

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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15 September

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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15 September

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 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

 

KEY BENEFITS OF PARTICIPATING

BENEFIT 1
Connect with your peers :

Network with like-minded portfolio and investment managers, pension managers and trustees and middle and back-office investment operation professionals.

BENEFIT 2
Emphasis on ESG :

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.

BENEFIT 3
Priority access to bespoke report :

Receive a free copy of the annual Environmental, Social & Governance Investing, Europe 2021 Report featuring further industry perspectives and ideas.

BENEFIT 4
Engage with industry experts :

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.

BENEFIT 5
Focused agenda and prestige speakers :

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.

2021 SUMMIT SPEAKERS

SEE ALL SPEAKERS

2021 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

08:15 - 19:00

DAY ONE - WEDNESDAY 15TH SEPTEMBER 2021

08:15 - 09:10

Welcome Breakfast and Networking

09:10 - 09:20

Chairman’s Opening Address

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:05

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

10:05 - 10:50

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

    Multiple UK Pension Schemes

  • Nicholas Wheeler

    Chairman of Trustees

    Volvo Group UK Pension Schemes

  • Financial Conduct Authority Representative

10:50 - 11:20

CASE STUDY PRESENTATION: Evaluating Orpéa through the ESG looking glass – Lessons learned and future outlook

  • Sébastien Thévoux-Chabuel

    Head of ESG

    Comgest

11:20 - 11:35

Morning Refreshments & Networking

11:35 - 12:15

ESG INVESTORS FORUM AND RISK & REPORTING FORUM KEYNOTE PRESENTATIONS

STREAM 1 : 11:35 - 12:15

ESG Investors Forum - Chaired by COMGEST

KEYNOTE PRESENTATION: Developing your governance structures and effectiveness as an engaged investor

  • Lindsey Matthews

    Chief Risk Officer

    Universities Superannuation Scheme

STREAM 2 : 11:35 - 12:15

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

12:15 - 13:00

ESG INVESTORS FORUM AND RISK & REPORTING FORUM ROUNDTABLE DISCUSSIONS

STREAM 1 : 12:15 - 13:00

ESG Investors Forum - Chaired by COMGEST

ROUNDTABLE DISCUSSION: How investors can successfully implement ESG principles in order to develop future-proof investment strategies

  • Kirsty Green-Mann

    Member Nominated Trustee, Imperial Tobacco Pension Fund and Head of Corporate Responsibility

    Burges Salmon

  • Paul Black

    Trustee Director, Pi Pension Trustees and DC Investment Manager

    Hargreaves Lansdown

  • Maria Long

    Research & Content Director

    Standards Board for Alternative Investments

STREAM 2 : 12:15 - 13:00

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

  • Katie Zolnierz

    Environmental, Social, Governance Analyst

    DSAM Partners

  • Kroum Sourov

    Lead ESG Analyst – Sovereign Sustainability

    Candriam

  • Filippa Strandanger

    Sustainable Finance Manager

    KPMG Sweden

13:00 - 13:50

Lunch

13:50 - 14:20

ESG INVESTORS FORUM AND RISK & REPORTING FORUM MIXED SESSIONS

STREAM 1 : 13:50 - 14:20

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

STREAM 2 : 13:50 - 14:20

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

  • Gianluca Pescaroli

    Assistant Professor, Business Continuity and Organisational Resilience

    UCL

14:20 - 14:50

ESG INVESTORS FORUM AND RISK & REPORTING FORUM MIXED SESSIONS

STREAM 1 : 14:20 - 14:50

ESG Investors Forum - Chaired by COMGEST

AUDIENCE POLLING SESSION: Is ESG expertise / knowledge for the few? Should investment officers have ESG knowledge regardless of their role?

  • Sarita Gosrani

    Senior ESG Investment Expert

STREAM 2 : 14:20 - 14:50

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

14:50 - 15:35

ESG INVESTORS FORUM AND RISK & REPORTING FORUM ROUNDTABLE DISCUSSIONS

STREAM 1 : 14:50 - 15:35

ESG Investors Forum - Chaired by COMGEST

ROUNDTABLE DISCUSSION: Will 2050 be riddled with stranded assets? What should investors be considering now?

  • Michael Clarke

    Director, CBC Pension Services and Professional Trustee

    Capita Trust Company

  • Nikesh Patel

    Independent Trustee

  • James Lawrence

    Head of Investment Proposition

    Smart Pension

STREAM 2 : 14:50 - 15:35

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?

  • Eimear Palmer

    Responsible Investing Officer

    ICG

  • Will Wilson

    ESG Analyst

    Apex Group

  • Rebecca Craddock-Taylor

    Director of Sustainable Investment

    Gresham House

15:35 - 15:50

Afternoon Refreshments & Networking

15:50 - 16:30

FIRESIDE CHAT: A new frontier for renewables - Low-carbon transportation

  • Raphaël Lance

    Head of Energy Transition Funds

    Mirova

16:30 - 17:15

SPECIAL GUEST KEYNOTE PRESENTATION: Laying out the environmental timeline for climate change: Are investors already lagging in the fight against climate change and biodiversity loss and what can they do about it?

  • Julia Manning

    Associate Director, Senior Environmental Advisor

    EBRD

  • Robert Adamczyk

    Senior Environmental Advisor

    EBRD

17:15 - 19:00

Evening Drinks & Networking

Following the first da 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.

08:15 - 17:10

DAY TWO - THURSDAY 16TH SEPTEMBER 2021

08:15 - 09:10

Welcome Breakfast and Networking

09:10 - 09:20

Chairman’s Welcoming Remarks

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

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

10:00 - 10:45

ROUNDTABLE DISCUSSION: Governance structures: Ensuring senior management is collectively responsible for the integration of sustainability

  • Dr Zeynep Hizir

    Digital Transformation Influencer

  • Sindhu Krishna

    Head of Sustainable Investment

    Phoenix Group

  • Mark Hedges

    Trustee

    Nationwide Pension Fund

10:45 - 11:15

KEYNOTE PRESENTATION: How to ensure sustainability risks and opportunities are considered when establishing, implementing, and maintaining an effective investment strategy

  • Sindhu Krishna

    Head of Sustainable Investment

    Phoenix Group

11:15 - 11:30

Morning Refreshments & Networking

11:30 - 13:00

Talking Table Workshops (20 minute rotation)

STREAM 1 : 11:30 - 13:00

Mirova Workshop

Impact vs. ESG vs. SRI - how do they differ?

  • Amber Fairbanks

    Equity Portfolio Manager

    Mirova

STREAM 2 : 11:30 - 13:00

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

STREAM 3 : 11:30 - 13:00

Union Investment Workshop

Green transition shaping the future

  • Dr Henrik Pontzen

    Head of ESG

    Union Investment

STREAM 4 : 11:30 - 13:00

Workshop Host TBC

Topic TBC

13:00 - 13:50

Lunch

13:50 - 13:55

Chairman's Opening Remarks

STREAM 1 : 13:50 - 13:55

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

Chairman's Opening Remarks

STREAM 2 : 13:50 - 13:55

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

Chairman's Opening Remarks - Chaired by Natixis Investment Managers

13:55 - 14:20

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 13:55 - 14:20

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

STREAM 2 : 13:55 - 14:20

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

KEYNOTE PRESENTATION: ESG integration and member engagement: reviewing the trials and tribulations of embracing ESG as the core investment approach

  • Maria Nazarova-Doyle

    Head of Pension Investments

    Scottish Widows

14:20 - 14:45

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 14:20 - 14:45

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

KEYNOTE PRESENTATION: Exploring effective approaches to scenario analysis to forecast opportunities across asset classes

  • Luis Torres-Farrell

    Associate, Reporting

    Redington

STREAM 2 : 14:20 - 14:45

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

KEYNOTE PRESENTATION: Integrating climate investment goals with business risk objectives: An investable alternative option for asset allocation plans

  • Barney Schauble

    Head of Nephila Labs and Chairman

    Nephila Climate

14:45 - 15:00

Afternoon Refreshments & Networking

15:00 - 15:40

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION AND PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 15:00 - 15:40

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

  • Filippa Strandanger

    Sustainable Finance Manager

    KPMG Sweden

  • Andrew Cole

    Trustee Executive

    BESTrustees

  • Jennifer Bishop

    Senior Portfolio Manager & ESG

    Coal Pension Trustee Services

STREAM 2 : 15:00 - 15:40

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

  • Teni Ekundare

    Head of Investor Outreach

    FAIRR

  • Duncan Willsher

    Trustee & Trustee Director

    20-20 Trustees

15:40 - 16:25

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

16:25 - 16:25

END OF CONFERENCE

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Insurance Investor Live | North America 2021

EVENT DATE
1ST & 2ND DECEMBER 2021

Details
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EVENT

Insurance Investor Live | Europe 2021

EVENT DATE
9TH & 10TH NOVEMBER 2021

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REPORT

ESG Investing for Institutional Investors, North America 2020 Report

PUBLISHED
26th October 2020

Details
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REPORT

Environmental, Social & Governance Investing, Europe 2020 Report

PUBLISHED
26th October 2020

Details

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