A look back at the 2021 Agenda

All times are provisional. Speaker allocations may be subject to change.


Day 1: 21 October, 2021

8:55am — 9:00am

Presentation:INTRO

Kevin Anderson Head of ESG, Markets Reuters Events

Theme 1: Looking Ahead to COP26

9:00am — 9:15am

Interview:

Dame Elizabeth Corley Chair Impact Investing Institute

9:15am — 10:00am

Panel:Industry Leaders Mobilising Private Finance

As the mobilisation of private finance is one of the key drivers at COP26 and beyond, learn here how C-Suite leaders from some of the major asset managers are looking to mobilise their organisations.

  • From increasing disclosure requirements from those they invest in, to the production of higher quality ESG funds, accurate and reliable product building will be essential moving forwards
  • As Shareholder engagement becomes more critical, proactively tackling ESG issues will likely result in increased investment for those on the front foot
  • Appropriate Risk Management is fundamental to managing climate risks, requiring measurement to be more accurate than it has in previous attempts

Peter Harrison Group CEO Schroders

Valérie Baudson CEO Amundi

Dr. Guido Fürer Group CIO, Member of the Group Executive Committee Swiss Re

Moderator: Sarah Gordon CEO Impact Investing Institute

10:00am — 10:15am

Interview:The UK Green Financing Framework

Understand how JP Morgan have been a key advisor for the UK Green Financing Framework, and what this will mean for all future investors.

Interviewer: Simon Jessop Chief Sustainability Correspondent Reuters

Chuka Umunna Head of EMEA ESG JP Morgan

10:15am — 11:00am

Panel:ESG Origination: Why Asset Owners Demand ESG

With the demand from shareholders, pension fund contributors and taxpayers becoming ever more ESG conscious, understand exactly what Asset Owners are looking for when requiring an ESG led portfolio:

  • Learn what new exclusions may be on the horizon, with coal, tobacco and even some forms of defence contracting being phased out of portfolios
  • Understand how asset owners are identifying risk, allowing you to position yourself within their scope of investment in the short and the long term
  • Grasp how ESG data clarity is a key concern for the largest pension funds, and why providing them with accurate data will result in much larger investment returns

Niklas Ekvall CEO Fjarde AP-Fonden

Simon Pilcher CEO Universities Superannuation Scheme Investment Management

Magnus Billing CEO Alecta

Chris Rule CEO Local Pensions Partnership Investments

Moderator: Sarah Gordon CEO Impact Investing Institute

Theme 2: The Evolving Global Policy, Regulation and Trade Landscape

11:00am — 11:15am

Networking Break

11:15am — 12:00pm

Panel:European Taxonomy Regulation: Defining Sustainability

As the EU taxonomy defines sustainability and the ability to meet the European Green Deal by 2030, it’s essential that it covers all parts of ESG to provide a holistic definition of sustainability.

  • Understand where and how will the inclusion of the circular economy be included in the next iteration of the taxonomy, and what this means for investment disclosure
  • Evolving from a strictly environmental focus, understand how Social & Governance factors will come into play and where this will define risk and opportunity for years to come

Michel De Smet Finance Initiative Lead European Platform on Sustainable Finance

Thomas Harding Associate Vice President, Regulatory Solutions Lead - ESG Product ISS ESG

Sean Kidney CEO Climate Bonds Initiative

Moderator: Alex Vasa Financial Institutions Specialist IADB

12:00pm — 12:15pm

Break

12:15pm — 1:00pm

Panel:Harmonising Frameworks: From Apples & Oranges to Apples & Apples

Private bodies have created frameworks with varying rates of adoption. However, the questions remains around whether too many framework choices reduce the ability to effectively compare investments. Therefore, is harmonisation and universality needed to remove comparison risk, and allow easier and more accurate investment analysis?

  • Define the roadmap to framework harmonisation, allowing more transparency around ESG risks, more honest comparison, and more accurate results, and more reliable returns
  • What are the barriers to universality? Learn why geographic area, tax obligations and the accuracy of data are all key challenges that need solved in order to unify standards allowing better investment analysis

Margaret Franklin President and CEO CFA Institute

Maxfield Weiss Executive Director, Europe CDP

Curtis Ravenel Secretariat TCFD

Claude Brown Partner Reed Smith

Moderator: Maria Van Der Heider Head of EU Policy ShareAction

1:00pm — 1:15pm

Networking Break

1:15pm — 2:00pm

Panel:The Future of SFDR: Advancement into Level 2

SFDR level 1 has helped seen a dramatic increase in product segmentation, yet discrepancies in categorisation remain. What can we expect from the introduction for SFDR Level 2?

  • Questions remain around whether SFDR is fit for purpose, specifically around the coverage of 2nd order effects, and whether more holistic consideration of environmental effects will present future pitfalls or opportunities
  • As the move from classification to comparison commences, understand how both investors & distributors are becoming the ‘new regulators’, defining where superior returns can be found

Ida Levine Board Member Impact Investing Institute

Erik Eliasson Head of Sustainable Investments Danske Bank

Moderator: Maria Van Der Heider Head of EU Policy ShareAction

2:00pm — 2:15pm

Interview:Sustainable Banking: The 4 Approaches

Understand how one of Europe’s largest banks uses Impact Investing, Green Bonds, Sustainability Linked Bonds and more to build its 4 approaches to Sustainable Banking

Interviewer: Dr Bronwyn King, AO, MBBS, FRANZCR Founder, Director and CEO Tobacco Free Portfolios

Philippe Brassac CEO Credit Agricole

Theme 3: Shareholder Engagement, Activism, Resolutions and Proxy Voting

2:15pm — 3:00pm

Panel:Innovation or Exit: Engagement vs Divestment

There are major ESG concerns around simple divestment, especially when considering essentials like cement or steel. How can shareholders engage with these companies to improve their ESG ratings, or is divestment sometimes a necessary tool to enact change?

  • Learn how investors engage with a company to demand innovation to change their ESG outlook, and how this unlocks huge potential returns
  • Debate how investors can inform the public and politicians on how to change industries like cement or steel into climate positive, investable opportunities where ESG

Caroline Le Meaux Head of ESG Research & Voting Amundi

Ajaz Ahmed Executive Vice President Ridge Solutions Group (Family Office)

John Howchin Secretary General Council of Ethics for Swedish Pension Funds

Moderator: Simon Rawson Director, Corporate Engagement ShareAction

3:00pm — 3:15pm

Interview:Engaging Down Under: An Australian Perspective

As one of Australia’s largest pension funds identifies ESG as a key driver of long-term growth and a necessary part of risk management, learn why engagement is important to securing that growth, and what support they need to make that a reality.

Interviewer: Simon Jessop Chief Sustainability Correspondent Reuters

Deanne Stewart CEO Aware Super

Day 2: 22 October, 2021

8:55am — 9:00am

Presentation:INTRO

Kevin Anderson Head of ESG, Markets Reuters Events

Theme 4: Data Analysis, AI, Machine Learning and Data Mining

9:00am — 9:45am

Panel:Crystal Clear: The Need for Data Clarity

As data is fundamental to ESG success, the importance of its clarity and accuracy cannot be overstated. However, with some data reporting 5x less emissions than actually occur, how can you ensure data quality to ensure accurate risk management?

  • How do investors reliably source investment grade data, to help make investment grade decisions, and secure investment grade returns
  • What due diligence do investors need to undertake when comparing external data against their own, to guarantee that future opportunities can provide excellent returns

Christian Gueckel Chief Risk Officer SEDCO Capital

Bahar Malavan Naryndji Head of Compliance Ap-2

Wim Peeters Vice President, Business Development EcoVadis

Andrew Steel Global Head, Sustainable Fitch Fitch Ratings

Moderator: Simon Rawson Director, Corporate Engagement ShareAction

9:45am — 10:00am

Interview:Hear from the Cabinet Scotland's Approach to ESG

As Scotland establishes itself as an ESG leader, learn how they are engendering the next generation of sustainable investment

Interviewer: Greg Roumeliotis Corporate Finance & ESG Editor Reuters

Kate Forbes MSP Cabinet Secretary for Finance and the Economy Scottish Government

10:00am — 10:45am

Interview:The Value of Joining an Investor Alliance

Going beyond a public statement to join a specific alliance, coalition or initiative sounds like a positive step, yet do all initiatives provide real enough guidance, learning, and value?

  • Unlock strategic insights and practical guidance by joining valuable investor initiatives
  • How green/social-washing and tick-box exercises can destroy investment value

Interviewer: Dr Bronwyn King, AO, MBBS, FRANZCR Founder, Director and CEO Tobacco Free Portfolios

Denis Duverne Chairman of the Board AXA

10:45am — 11:00am

Interview:Pension Fund ESG: A Responsible, Holistic Approach

Understand how pension funds are approaching ESG from all angles, including Tax Behaviour, Human Rights and Active Ownership. Grasp why advancing risk management to include broader, macro level data is essential to securing investment level returns

Interviewer: Greg Roumeliotis Corporate Finance & ESG Editor Reuters

Allan Polack Group CEO PFA Pension

Theme 5: “Impact”: Developing Metrics and Defining Intent

11:00am — 11:15am

Presentation:AP-1 & ESG at the Executive Level

As one of the largest pension funds in Europe, hear directly from the CEO Kristin Magnusson Bernard on how ESG is being looked in the short, medium and long term.

Kristin Magnusson Bernard CEO AP-1

11:15am — 11:30am

Presentation:ESG & Private Markets

As ESG becomes demanded by investors of all types, private markets need to follow suit more and more. With longer term investment cycles and more direct involvement with management, how can private capital drive ESG disclosure in potential targets, and how will this increase investment returns over the cycle?

Cate Ambrose CEO Global Private Capital Association

11:30am — 11:45am

Presentation:Using Internal Audit to Hold Impact to Account

With the increase in pledges around future sustainability, holding these to account is fundamental. Understand how a pension fund may use internal audit controls to govern invested companies claims to secure accuracy when evaluating investments and their potential returns

Anna Reuterwall Head of Internal Audit Alecta

11:45am — 12:00pm

Presentation:Net Zero and Incremental Evaluation: When do we take stock, and take measure?

As the increasing amount of Net Zero by 20XX becomes ever more present, when does an investor step in to demand more action? How does an investor in 2025 tell that the Net Zero by 2050 is not on track? Grasp here when an investor would double down, and when they would decide to look elsewhere.

Kimberly Jean Taggart Bauner Head of Treasury Danske Bank

Theme 6: Pledges, Alliances and Coalitions – Making Public Commitments for Action

12:15pm — 1:00pm

Panel:Sovereign Risk: Assessing Climate Change and Biodiversity Loss through Country Data

With country data becoming increasingly focused on, how do investors use what is typically poor-quality data to assess their climate risk?

  • How do we ensure less ESG compliant countries can become more so in the long run, thus removing previous unaccounted for climate risk for investors
  • Is it a better trade-off to allow cash flows to go towards ESG initiatives, rather than paying down sovereign debt, thus unlocking the ESG potential of a region & highlighting an early mover advantage

Moderator: Fergus McCormick Director, Sovereign Research Emerging Markets Investors Alliance

Ekaterina (Katya) Gratcheva, D.Sc. Lead Finance Officer Climate Investment Funds

Susanne Schmitt Nature and Spatial Finance Lead WWF-UK

Day 1: 21 October, 2021

8:55am — 9:00am

Presentation:INTRO

Kevin Anderson Head of ESG, Markets Reuters Events

Theme 1: Looking Ahead to COP26

9:00am — 9:15am

Interview:

Dame Elizabeth Corley Chair Impact Investing Institute

9:15am — 10:00am

Panel:Industry Leaders Mobilising Private Finance

As the mobilisation of private finance is one of the key drivers at COP26 and beyond, learn here how C-Suite leaders from some of the major asset managers are looking to mobilise their organisations.

  • From increasing disclosure requirements from those they invest in, to the production of higher quality ESG funds, accurate and reliable product building will be essential moving forwards
  • As Shareholder engagement becomes more critical, proactively tackling ESG issues will likely result in increased investment for those on the front foot
  • Appropriate Risk Management is fundamental to managing climate risks, requiring measurement to be more accurate than it has in previous attempts

Peter Harrison Group CEO Schroders

Valérie Baudson CEO Amundi

Dr. Guido Fürer Group CIO, Member of the Group Executive Committee Swiss Re

Moderator: Sarah Gordon CEO Impact Investing Institute

10:00am — 10:15am

Interview:The UK Green Financing Framework

Understand how JP Morgan have been a key advisor for the UK Green Financing Framework, and what this will mean for all future investors.

Interviewer: Simon Jessop Chief Sustainability Correspondent Reuters

Chuka Umunna Head of EMEA ESG JP Morgan

10:15am — 11:00am

Panel:ESG Origination: Why Asset Owners Demand ESG

With the demand from shareholders, pension fund contributors and taxpayers becoming ever more ESG conscious, understand exactly what Asset Owners are looking for when requiring an ESG led portfolio:

  • Learn what new exclusions may be on the horizon, with coal, tobacco and even some forms of defence contracting being phased out of portfolios
  • Understand how asset owners are identifying risk, allowing you to position yourself within their scope of investment in the short and the long term
  • Grasp how ESG data clarity is a key concern for the largest pension funds, and why providing them with accurate data will result in much larger investment returns

Niklas Ekvall CEO Fjarde AP-Fonden

Simon Pilcher CEO Universities Superannuation Scheme Investment Management

Magnus Billing CEO Alecta

Chris Rule CEO Local Pensions Partnership Investments

Moderator: Sarah Gordon CEO Impact Investing Institute

Theme 2: The Evolving Global Policy, Regulation and Trade Landscape

11:00am — 11:15am

Networking Break

11:15am — 12:00pm

Panel:European Taxonomy Regulation: Defining Sustainability

As the EU taxonomy defines sustainability and the ability to meet the European Green Deal by 2030, it’s essential that it covers all parts of ESG to provide a holistic definition of sustainability.

  • Understand where and how will the inclusion of the circular economy be included in the next iteration of the taxonomy, and what this means for investment disclosure
  • Evolving from a strictly environmental focus, understand how Social & Governance factors will come into play and where this will define risk and opportunity for years to come

Michel De Smet Finance Initiative Lead European Platform on Sustainable Finance

Thomas Harding Associate Vice President, Regulatory Solutions Lead - ESG Product ISS ESG

Sean Kidney CEO Climate Bonds Initiative

Moderator: Alex Vasa Financial Institutions Specialist IADB

12:00pm — 12:15pm

Break

12:15pm — 1:00pm

Panel:Harmonising Frameworks: From Apples & Oranges to Apples & Apples

Private bodies have created frameworks with varying rates of adoption. However, the questions remains around whether too many framework choices reduce the ability to effectively compare investments. Therefore, is harmonisation and universality needed to remove comparison risk, and allow easier and more accurate investment analysis?

  • Define the roadmap to framework harmonisation, allowing more transparency around ESG risks, more honest comparison, and more accurate results, and more reliable returns
  • What are the barriers to universality? Learn why geographic area, tax obligations and the accuracy of data are all key challenges that need solved in order to unify standards allowing better investment analysis

Margaret Franklin President and CEO CFA Institute

Maxfield Weiss Executive Director, Europe CDP

Curtis Ravenel Secretariat TCFD

Claude Brown Partner Reed Smith

Moderator: Maria Van Der Heider Head of EU Policy ShareAction

1:00pm — 1:15pm

Networking Break

1:15pm — 2:00pm

Panel:The Future of SFDR: Advancement into Level 2

SFDR level 1 has helped seen a dramatic increase in product segmentation, yet discrepancies in categorisation remain. What can we expect from the introduction for SFDR Level 2?

  • Questions remain around whether SFDR is fit for purpose, specifically around the coverage of 2nd order effects, and whether more holistic consideration of environmental effects will present future pitfalls or opportunities
  • As the move from classification to comparison commences, understand how both investors & distributors are becoming the ‘new regulators’, defining where superior returns can be found

Ida Levine Board Member Impact Investing Institute

Erik Eliasson Head of Sustainable Investments Danske Bank

Moderator: Maria Van Der Heider Head of EU Policy ShareAction

2:00pm — 2:15pm

Interview:Sustainable Banking: The 4 Approaches

Understand how one of Europe’s largest banks uses Impact Investing, Green Bonds, Sustainability Linked Bonds and more to build its 4 approaches to Sustainable Banking

Interviewer: Dr Bronwyn King, AO, MBBS, FRANZCR Founder, Director and CEO Tobacco Free Portfolios

Philippe Brassac CEO Credit Agricole

Theme 3: Shareholder Engagement, Activism, Resolutions and Proxy Voting

2:15pm — 3:00pm

Panel:Innovation or Exit: Engagement vs Divestment

There are major ESG concerns around simple divestment, especially when considering essentials like cement or steel. How can shareholders engage with these companies to improve their ESG ratings, or is divestment sometimes a necessary tool to enact change?

  • Learn how investors engage with a company to demand innovation to change their ESG outlook, and how this unlocks huge potential returns
  • Debate how investors can inform the public and politicians on how to change industries like cement or steel into climate positive, investable opportunities where ESG

Caroline Le Meaux Head of ESG Research & Voting Amundi

Ajaz Ahmed Executive Vice President Ridge Solutions Group (Family Office)

John Howchin Secretary General Council of Ethics for Swedish Pension Funds

Moderator: Simon Rawson Director, Corporate Engagement ShareAction

3:00pm — 3:15pm

Interview:Engaging Down Under: An Australian Perspective

As one of Australia’s largest pension funds identifies ESG as a key driver of long-term growth and a necessary part of risk management, learn why engagement is important to securing that growth, and what support they need to make that a reality.

Interviewer: Simon Jessop Chief Sustainability Correspondent Reuters

Deanne Stewart CEO Aware Super



Day 2: 22 October, 2021

8:55am — 9:00am

Presentation:INTRO

Kevin Anderson Head of ESG, Markets Reuters Events

Theme 4: Data Analysis, AI, Machine Learning and Data Mining

9:00am — 9:45am

Panel:Crystal Clear: The Need for Data Clarity

As data is fundamental to ESG success, the importance of its clarity and accuracy cannot be overstated. However, with some data reporting 5x less emissions than actually occur, how can you ensure data quality to ensure accurate risk management?

  • How do investors reliably source investment grade data, to help make investment grade decisions, and secure investment grade returns
  • What due diligence do investors need to undertake when comparing external data against their own, to guarantee that future opportunities can provide excellent returns

Christian Gueckel Chief Risk Officer SEDCO Capital

Bahar Malavan Naryndji Head of Compliance Ap-2

Wim Peeters Vice President, Business Development EcoVadis

Andrew Steel Global Head, Sustainable Fitch Fitch Ratings

Moderator: Simon Rawson Director, Corporate Engagement ShareAction

9:45am — 10:00am

Interview:Hear from the Cabinet Scotland's Approach to ESG

As Scotland establishes itself as an ESG leader, learn how they are engendering the next generation of sustainable investment

Interviewer: Greg Roumeliotis Corporate Finance & ESG Editor Reuters

Kate Forbes MSP Cabinet Secretary for Finance and the Economy Scottish Government

10:00am — 10:45am

Interview:The Value of Joining an Investor Alliance

Going beyond a public statement to join a specific alliance, coalition or initiative sounds like a positive step, yet do all initiatives provide real enough guidance, learning, and value?

  • Unlock strategic insights and practical guidance by joining valuable investor initiatives
  • How green/social-washing and tick-box exercises can destroy investment value

Interviewer: Dr Bronwyn King, AO, MBBS, FRANZCR Founder, Director and CEO Tobacco Free Portfolios

Denis Duverne Chairman of the Board AXA

10:45am — 11:00am

Interview:Pension Fund ESG: A Responsible, Holistic Approach

Understand how pension funds are approaching ESG from all angles, including Tax Behaviour, Human Rights and Active Ownership. Grasp why advancing risk management to include broader, macro level data is essential to securing investment level returns

Interviewer: Greg Roumeliotis Corporate Finance & ESG Editor Reuters

Allan Polack Group CEO PFA Pension

Theme 5: “Impact”: Developing Metrics and Defining Intent

11:00am — 11:15am

Presentation:AP-1 & ESG at the Executive Level

As one of the largest pension funds in Europe, hear directly from the CEO Kristin Magnusson Bernard on how ESG is being looked in the short, medium and long term.

Kristin Magnusson Bernard CEO AP-1

11:15am — 11:30am

Presentation:ESG & Private Markets

As ESG becomes demanded by investors of all types, private markets need to follow suit more and more. With longer term investment cycles and more direct involvement with management, how can private capital drive ESG disclosure in potential targets, and how will this increase investment returns over the cycle?

Cate Ambrose CEO Global Private Capital Association

11:30am — 11:45am

Presentation:Using Internal Audit to Hold Impact to Account

With the increase in pledges around future sustainability, holding these to account is fundamental. Understand how a pension fund may use internal audit controls to govern invested companies claims to secure accuracy when evaluating investments and their potential returns

Anna Reuterwall Head of Internal Audit Alecta

11:45am — 12:00pm

Presentation:Net Zero and Incremental Evaluation: When do we take stock, and take measure?

As the increasing amount of Net Zero by 20XX becomes ever more present, when does an investor step in to demand more action? How does an investor in 2025 tell that the Net Zero by 2050 is not on track? Grasp here when an investor would double down, and when they would decide to look elsewhere.

Kimberly Jean Taggart Bauner Head of Treasury Danske Bank

Theme 6: Pledges, Alliances and Coalitions – Making Public Commitments for Action

12:15pm — 1:00pm

Panel:Sovereign Risk: Assessing Climate Change and Biodiversity Loss through Country Data

With country data becoming increasingly focused on, how do investors use what is typically poor-quality data to assess their climate risk?

  • How do we ensure less ESG compliant countries can become more so in the long run, thus removing previous unaccounted for climate risk for investors
  • Is it a better trade-off to allow cash flows to go towards ESG initiatives, rather than paying down sovereign debt, thus unlocking the ESG potential of a region & highlighting an early mover advantage

Moderator: Fergus McCormick Director, Sovereign Research Emerging Markets Investors Alliance

Ekaterina (Katya) Gratcheva, D.Sc. Lead Finance Officer Climate Investment Funds

Susanne Schmitt Nature and Spatial Finance Lead WWF-UK

Reuters Events ESG Investment Europe 2021 is now finished