Agenda

ESG & Sustainable Investing 2021 agenda

2021 Agenda

08:3016:30

Chairman’s opening remarks

08:25 - 08:30

From niche to mainstream. ESG investing and global strategies. A 360° analysis

08:30 - 09:30

  • Environmental risk and investment management transition from niche department to a holistic and core corporate strategy 

  • The ESG path and its impact on the financial performance of organisations and better financial markets resilience

  • Has the pandemic pressed the Reset button on the global financial markets?

Audun Gronn

Special advisor to the governor

Norges Bank

David Semaya

Executive chairman of the board & representative director

Sumitomo Mitsui Trust Asset Management

Carlo Funk

Head of ESG investment strategy

State Street Global Advisors

Carlo Funk is leading SSGA’s EMEA ESG investment strategy division, working with the ESG research and development, investment research and management teams to design ESG investment solutions for advisors, consultants and institutional clients.

His role includes assessing the environmental, social and governance impact on clients’ portfolios and identifying specific financial solutions to align with their ESG objectives.

Before joining State Street Global Advisors, Funk was responsible for the design and distribution of passive ESG investment solutions at BlackRock and acted as the EMEA-wide sustainable investing sales specialist.

Prior to this, Funk spent four years at JP Morgan Chase in New York and Frankfurt as a banking analyst.

Holding both a Bachelors and Masters degree in international business and finance from Maastricht University, Funk is involved in various industry working groups on sustainable finance, including the sustainable investment commission of DVFA in Germany and is guest lecturer at the European Business School on sustainable finance.

Dong Hun Jang

Chief investment officer

POBA

Mr. Jang has joined the firm in November 2015 as a Chief Investment Officer of POBA. As the CIO, he has senior management oversight of the firm's investments totaling around US$ 15 bil. and leads the firm's strategic expansion in overseas investment area, reflecting the growing importance of asset size and portfolio diversification. He is responsible for portfolio investments including equity, fixed income, and alternatives. Previously, Mr. Jang was the Assistant Director in the Financial Supervisory Services (FSS) of Korea.

With 30 years of experience in the Korean investment industry including managing equity and PEF portfolios for the National Pension Service, he is an all-rounded investment executive, who has worked across multiple functions including the CEO of AllianceBernstein Asset Management (Korea) and across private and government sectors. He is a member of investment advisory committees for Government Employees Pension Service, Police Mutual Aid, Mutual Aid for Small Enterprises & Enterprisers, National Housing Fund, Scientists & Engineers Mutual Aid, Korea Hydro & Nuclear Power. Mr. Jang earned a MBA from University of Iowa and a Ph.D. from Dongguk University.

Opening keynote

10:00 - 10:30

Sven Gentner

Head of asset management unit, DG FISMA

EU Commission

Sven Gentner is head of the unit for Asset Management in the European Commission's directorate-general for financial stability, financial services and capital markets union.

Sven joined the European Commission in 2004 and has served in various positions in its Brussels headquarters and abroad. From 2004-2006 he was responsible for the coordination of the EU-US Financial Markets Regulatory Dialogue, in 2006 he served as a member of the private office (cabinet) of Commissioner Charlie McCreevy, from 2007-2011 he was executive assistant to the director-general of Directorate General Internal Market and Services with special responsibility for financial services. In 2011 he was seconded to the African Union Commission in Addis Ababa to advise the AUC on building an African internal market. From 2012 to 2013 he was head of the unit for human resources and planning in DG Internal Market and Services. From 2013 to 2015, Sven was a counsellor in the Economic and Financial Affairs Section of the Delegation of the European Union to the United States. He dealt with EU-US regulatory issues and TTIP negotiations in financial services. 

Sven holds masters degrees in economics from Johann Wolfgang Goethe University, Frankfurt, and the University of York, UK. 

Storytelling Sessions 1.0

15:00 - 15:30

ESG derivatives: Helping firms hedge risks related to ESG factors

13:00 - 14:00

  • ESG-related credit derivatives

  • ESG futures and options

  • Do we need to add an ESG pricing component to traditional instruments?

Magnus Linder

Head of derivatives trading

Swedbank Robur

Sustainability offers to increase the flow of finance to sustainability transition: A new and innovative range of ESG-related finance instruments

14:00 - 15:00

  • Performance-linked debt instruments

  • Blended finance funds

  • Blue bonds: With the total value of the ocean economy at around US$1.5 trillion per year and the global estimated cost of rising sea levels at USD14 trillion per year by 2100: Is it time to turn to blue?

  • Green bonds and loans: As green bonds get mainstream, what we do next?

  • The $15 trillion global stimulus plans and the role of green and social investment in the global recovery

  • The pandemic and the surge in Social bonds issuance: new standards, eligibility, stewardship, and success of the investment

Sustainability offers to increase the flow of finance to sustainability transition: A new and innovative range of ESG-related finance instrument

Krista Tukiainen

Head of research - Market Intelligence

Climate Bonds Initiative

Sally Bednar

Managing director, head of higher education and co-head of the education and nonprofit group

Wells Fargo Securities

Sally has over 18 years of banking experience, predominately in public finance. She currently serves as the head of Wells Fargo Securities head of higher education and co-head of the education and nonprofit group and previously as co-head of the Morgan Stanley higher education group. Sally has served as a senior banker on over $25 billion of tax-exempt and taxable debt issuance for public and private institutions nationwide and internationally. Sally’s prominent senior managed public university clients include the University of Texas System, the California State University System among others . Her private university and college higher education experience includes senior managed bond issues for Stanford University, Princeton University, Harvard University, Columbia University, California Institute of Technology and Johns Hopkins University and Sally'’s not-for-profit experience includes bond issues for the Andrew Mellon Foundation, Lincoln Center for the Performing Arts, the Metropolitan Museum of Art and The Whitney Museum of American Art among others. She recently headed Wells Fargo as the lead underwriter for the issue of Ford Foundation's  Social Bond in the U.S. taxable corporate bond market — effectively borrowing $1 billion , which is now seen as the ignition point for distributing badly needed cash to nonprofits during the pandemic. 

Simone Utermarck

Director of sustainable finance

International Capital Market Association (ICMA)

Simone Utermarck is a Director, Sustainable Finance at the International Capital Market Association (ICMA) based in London. She is part of the secretariat that manages the Principles, co-ordinator of the ICMA Sustainable Finance Committee (SFC) and the Global Sustainable Finance Council (GSFC) and otherwise involved in all of ICMA’s sustainable finance activities. Simone is also a member of the EU Platform on Sustainable Finance. She is a trained banker with extensive international experience having lived and worked in Europe, the United States, Asia and the GCC. Her previous roles were with Thomson Reuters, S&P Global Ratings, Bloomberg, PwC, Ernst & Young, DaimlerChrysler Global Capital Services.

Simone holds a double degree in International Business from Dublin City University (DCU), Ireland and the ESB Business School, Reutlingen Germany. She also completed the International Certificate in Investor Relations and the CFA Level 1.

Chris McHugh

Director, centre for sustainable finance

The London Institute of Banking & Finance

A former managing director at HSBC, Chris McHugh has a vast array of expertise having worked for Deutsche Bank, BAML and Credit Suisse. Having left his role at HSBC, Chris now works as a lecturer at the London Institute of Finance and Banking and as a visiting lecturer at the Cambridge Judge Business School. He teaches risk, banking, markets and derivatives for undergraduate and postgraduate courses. Chris has an MA in engineering from Cambridge University and an MBA from the London Business School.

Risk.net ESG talks
Build back better plans: Sustainable investing in a new world

15:30 - 16:30

  • What ESG and sustainable investing means now to the US

  • What will new US policies bring to the global approach to sustainable investing

  • Emerging markets 

  • COVID-19, the big disruptor?

  • Let's talk about the "S"

Alice Hill

Senior fellow for energy and the environment/ Former special assistant to President Obama and senior director for resilience policy on the National Security Council

Council on Foreign Relations

Alice Hill is the David M. Rubenstein Senior Fellow for Energy and the Environment at the Council on Foreign Relations. Her work at CFR focuses on the risks, consequences, and responses associated with climate change. Hill previously served as special assistant to President Barack Obama and senior director for resilience policy on the National Security Council staff where she led the development of national policy to build resilience to catastrophic risks, including climate change and biological threats. Prior to this, Hill served as senior counselor to the secretary of the U.S. Department of Homeland Security (DHS), in which she led the formulation of DHS's first-ever climate adaptation plan and the development of strategic plans regarding catastrophic biological and chemical threats, including pandemics. Earlier in her career, she was a supervising judge on both the Los Angeles Municipal and Superior Courts as well as a federal prosecutor and chief of the white-collar crime unit at the United States Attorney's Office in Los Angeles, California. Oxford University Press published her coauthored book, Building a Resilient Tomorrow, in 2019. She currently serves on the boards of the Environmental Defense Fund and Munich Re Group’s U.S.-based companies. In 2020, Yale University and the Op-Ed Project awarded her the Public Voices Fellowship on the Climate Crisis. Hill’s new book, The Fight For Climate After COVID-19, will be published in summer 2021.

Chairman's closing remarks

16:30 - 16:35

08:3016:30

Chairman’s opening remarks

08:25 - 08:30

Using investor influence for a positive, transformational change
Stewardship, fiduciary duty and shareholder engagement

08:30 - 09:30

  • Which principles should guide investors’ voting on resolutions addressing sustainable investing?

  • Redifining the increasing fiduciary duty for asset managers and its impact

  • Engagement as core to stewardship. Positive vs negative screening. Proactivity, targeted engagement and from 1-2-1 to collective

  • A positive approach to stewardship. Improving standards, decision-making, action-taking and financial performance

  • Are exclusion and disinvestment a solution or a new problem?

    Using investor influence for a positive, transformational change: Stewardship, fiduciary duty and shareholder engagement.

Mark Manning

Sustainable finance and stewardship, lead

FCA

Mark Manning leads the FCA’s policy work on sustainable finance and investor stewardship. In this role, he is responsible for several initiatives, including the FCA’s implementation of the TCFD’s recommendations and the FCA’s work with IOSCO on corporate reporting standards on sustainability. Prior to joining the FCA in 2018, Mark spent fifteen years as a central banker with the Bank of England (BoE) and the Reserve Bank of Australia (RBA). He held a number of senior roles, with a particular focus on policy, research and supervision in the field of financial market infrastructures (FMIs). Before joining the official sector, Mark spent several years as a fixed income and currency fund manager with Kleinwort Benson Investment Management and Goldman Sachs Asset Management. Mark holds Master’s degrees in Economics and Finance, from University College London and London Business School, respectively.

Dr. Christine Chow

Director global tech - head of Asia & global emerging markets

Hermes Investment Management

Dr Christine Chow has 22 years of experience in investment management, research and consulting. Christine’s PhD thesis on shareholder engagement for responsible investment was short-listed for a United Nations award in Sweden for industry relevance and academic excellence. 

Her interest in the social impact of artificial intelligence (AI) and data governance stems from insights gained engaging with large technology and financial services firms from an investors’ perspective. Over the last 24 months, more evidence has been gathered and reported on how political and religious views can be influenced through targeted advertising.  Computer algorithms that learn rely on massive input data to generate unbiased outcomes. She is concerned about data biases, accountability and explicability related to the use of AI. Whilst she acknowledged positive impact that could be generated from AI applications, she believes that investors should play a role in the responsible use of AI and data governance through stewardship.  As a member of the APPG AI Data Governance Taskforce, she will leverage her industry knowledge and contribute to strengthening data governance through multi-stakeholder efforts.

Christine is an elected member of the Court at the London School of Economics (LSE) and a member of the School’s Investment Sub-Committee (since 2016).  She was an adjunct finance professor at the Hong Kong University of Science and Technology (2014 – 2016), a visiting scholar at the University of St Andrews in Scotland (2012 – 2013) and a member of the Greater China Committee of the Hong Kong Retirement Funds Association (2014-2016). Christine is a graduate of the London School of Economics and the University of Melbourne. She completed an executive education course on financial engineering at Stanford University.

Claudia Chapman

Head of stewardship - Regulatory Standards Division

Financial Reporting Council

Claudia joined the Financial Reporting Council in 2015 to deliver a report on Corporate culture and the role of boards which led to revisions of the UK Corporate Governance Code. Most recently she led the review and update to the UK Stewardship Code which took effect on 1 January 2020.

Prior to that Claudia spent nine years at ACCA (the Association of Chartered Certified Accountants) in business development and policy roles, latterly, leading a campaign to raise corporate governance standards in developing markets and bringing together finance and HR to address inclusion and diversity in organisations.

Claudia grew up in Jamaica, before studying Geography at Cardiff University.

Christopher Greenwald

Head of sustainable investment research, sustainable and impact investing

UBS Asset Management

THINK TANK: Can ESG principles ever be fully standardardised?
An open discussion on:

09:30 - 10:30

  • How to improve disclosure ratings, standards and ESG reporting instruments and scores into more structured and higher quality tools

  • How to avoid biased data and focus on transparency

  • Different methodologies and approaches and how to pick the best one

Throwing light on a fractured landscape
How the regulations and standardisation will pave the way for mobilising impactful investment at scale

10:30 - 11:30

  • Overcoming the lack of consistency and transparency: Harmonisation of taxonomies, improving and chasing more robust standards, reporting and disclosures

  • Is there a risk of excessive reporting?

  • Sustainable Finance Disclosure Regulation (SFDR): ‘do no significant harm’ compliance

  • Globally Accepted Accounting Principles (GAAP)

  • Rules and regulations identifying, modelling and shaping green investments and risks related to changes in the regulatory framework

  • Preparing our companies for new climate-related financial disclosures: 2021, 2022 and the coming years' key dates and policies

  • Applying taxonomy and ESG principles in new investment strategies and how to reinforce, support and validate more sustainable financing claims

Piers Haben

Director of banking markets, innovation and consumers

European Banking Authority

Piers Haben is responsible for the EBA's work on banking markets, innovation and consumers. He leads teams that look at the reporting and loan management, financial technology and innovation, capital markets developments, payments systems and consumers. Until 2018, Piers was responsible for the EBA's risk infrastructure and stress testing work as well as supervisory convergence across the EU. Prior to joining the EBA, Piers worked for the Financial Services Authority in the United Kingdom, where he held a number of roles related to prudential policy and supervision, including leading the FSA's policy work on stress testing and the supervisory review of firms under the second pillar of the Basel Accords. Piers Haben also has covered a number of positions of international relevance, in particular through his membership within the Basel Committee's Supervision and Implementation Group, his work in the Financial Stability Forum and his advisory role for the South African Reserve Bank.

Stephanie Maier

Global head of sustainable and impact investment

GAM Investments

Stephanie Maier is Global Head of Sustainable and Impact Investment, responsible for leading GAM’s sustainable and ESG (environmental, social and governance) strategy.

Stephanie joined GAM Investments in January 2021 from HSBC Global Asset Management, where she was Director for Responsible Investment. Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm. Stephanie holds an MSc in Environmental Technology from Imperial College London, a BA in Biological Sciences from Oxford University and the Investment Management Certificate (IMC). She is based in London.

Michael Zimonyi

Director, policy & external affairs

Climate Disclosure Standards Board (CDSB)

Martina Macpherson, FICRS

Head of ESG strategy & GMC member

ODDO BHF Asset Management

Martina Macpherson is Head of ESG Strategy and an ExCo Member for ODDO BHF Asset Management & Private Equity.

 

Martina has held several global leadership roles in ESG strategy, product development and innovation including Senior Vice President, ESG and Engagement Strategy at Moody’s, Global Head of ESG Index Products and Research at S&P DJI, Managing Director of Sustainable Investments Partners Ltd. and Vice President of ESG Solutions at MSCI. Prior to this, she worked in (ESG) product, research and engagement roles at Insight Investment, F&C AM and at Deutsche Bank AG.

 

Martina has been a member of multiple sustainable finance associations and policy working groups at an EU and an international level. Currently, Martina is part of The Global ESG Leaders Forum – UK/EU/China, the European Law Institute's Sustainable Finance Advisory Committee, and the Enterprise Data Management Council’s Working Group on ESG Data, Innovation, Technology and Metrics.

 

Martina is a visiting fellow in sustainable finance at University of Zurich and Henley Business School. She has an MBA certificate in finance and business from LSBF / UK, and a MA in Law and Human Sciences from University of Frankfurt in Germany. She is a fellow member of the Institute for Corporate Responsibility and Sustainability (ICRS) UK, a honorary doctoral fellow of the Institute for Certified Risk Management Professionals (ICRMP) UK, and an alumnus of the German National Academic Foundation (Studienstiftung des Deutschen Volkes).  Martina is a public speaker in sustainable investing and has co-authored a range of ESG and Fintech books, including “The AI Book” (2020).

 

 

Brunno Maradei

Global head of responsible investment

Aegon Asset Management

Brunno Maradei is the Global Head of Responsible Investment at Aegon Asset Management. Prior to this role he was a Senior Investment Officer at the European Investment Bank, working mostly on structured finance for infrastructure projects in Africa.  

Brunno has worked in the finance industry for over 20 years, starting in Morgan Stanley’s risk management practice  in London and subsequently moving to JPMorgan.  Brunno spent over three years in the leadership team at EIRIS, a leading ESG research house in London, and over eight years in the World Bank Group in Washington, where he developed sustainable investment products for emerging markets and structured blended finance for renewable energy projects in Africa.

Brunno also spent two years advising the European Commission on blended finance for development impact.  Brunno is a CFA charterholder, holds an MBA from London Business School and a BSc (Econ) from the London School of Economics.

Biodiversity Loss, Natural Capital and investments: going beyond climate-related finance financial disclosures

14:00 - 15:00

  • Approximately $44 trillion of economic value generation is moderately or highly dependent on the riches biodiversity offers: A call for scaling up action

  • A new framework to guide nature-related financial disclosure is scheduled for 2022: what to expect and lessons learned from other disclosure frameworks mistakes and successes

  • Biodiversity crisis: what are the costs of inaction on human, animal and ecosystem health?

  • Understanding the impact of water risk in our portfolios and moving ahead before is too late

  • Food and agriculture: a much complex and much bigger challenges than we think?

Natural capital and investments: going beyond climate-related finance

Colette Grosscurt

Responsible investment officer

ACTIAM

Colette is the Responsible Investment Officer at ACTIAM, a leading sustainable and impact asset manager. She is part of the Sustainability & Strategy (ESG) team where she is responsible for product ownership of the ESG Data project, including developing and rolling out the ESG database and (online) dashboards that show the sustainable performance of funds for clients and other stakeholders, developing methods and measuring the social and environmental impacts of assets under management (carbon and water footprinting, biodiversity, deforestation, living wage, SDG contribution), launching new sustainable investment products and services for clients, e.g. Global Equity Impact Strategy and defining the active ownership strategy and managing the engagement team.

She is also a curator at the Global Shapers Amsterdam Hub and contributor to the World Economic Forum agenda.

Colette is a graduate of the University of Utrecht and holds two Masters from RSM Erasmus University.

Vicki Benjamin

Chief executive officer

Karner Blue Capital

Vicki Benjamin is Co-Founder and CEO of Karner Blue Capital, a socially responsible investment firm building innovative investment strategies dedicated to protecting the planet’s biodiversity, fostering environmental stewardship and improving animal welfare around the globe. As CEO, she helps investors drive portfolios of change, providing timely thought leadership, utilizing Karner Blue’s research platform to identify companies that are leading the transformation towards sustainability and offering investors an opportunity to invest in the companies of tomorrow—today. With over 25 years of experience in the financial sector, Vicki has long worked at the intersection of finance and environmental sustainability, growing her passion for using finance to solve some of the world’s most pressing environmental and social issues. Prior to co-founding Karner Blue Capital in 2018, she led Calvert Investments, one of the largest responsible investment companies in the United States, first as chief operating officer, then as President and acted as a Senior Partner at KPMG International, one of the world’s Big Four accounting organizations. Vicki received her bachelor’s degree from the University of New Hampshire and an M.B.A from Bentley University McCallum Graduate School of Business. She currently lives in Bethesda, Maryland with her two daughters and her dogs.

Storytelling Sessions 2.0

15:00 - 15:30

Piers Haben

Director of banking markets, innovation and consumers

European Banking Authority

Piers Haben is responsible for the EBA's work on banking markets, innovation and consumers. He leads teams that look at the reporting and loan management, financial technology and innovation, capital markets developments, payments systems and consumers. Until 2018, Piers was responsible for the EBA's risk infrastructure and stress testing work as well as supervisory convergence across the EU. Prior to joining the EBA, Piers worked for the Financial Services Authority in the United Kingdom, where he held a number of roles related to prudential policy and supervision, including leading the FSA's policy work on stress testing and the supervisory review of firms under the second pillar of the Basel Accords. Piers Haben also has covered a number of positions of international relevance, in particular through his membership within the Basel Committee's Supervision and Implementation Group, his work in the Financial Stability Forum and his advisory role for the South African Reserve Bank.

Jessica Attard

Head of health & food

ShareAction

Jess is currently leading ShareAction’s work on health and food, developing this as a new and important ESG topic. Jess joined in 2020 and is seconded from Impact on Urban Health which aims to tackle health inequalities by helping urban areas become healthier places to live. Here, she founded and oversaw a £5m+ portfolio with the primary aim of improving food environments by engaging with their commercial determinants. Jess holds a Master’s degree in Nutrition from the University of Nottingham. She is passionate about the potential of big business to drive positive impact and in her free time can usually be found in a pair of walking boots.

Risk.net ESG talks
Thought-leaders in an engaging conversation

15:30 - 16:30

Lisa Sachs

Director

Columbia Center on Sustainable Investment

Lisa Sachs is the Director of the Columbia Center on Sustainable Investment. Since joining CCSI in 2008, she established and now oversees CCSI’s robust research portfolio in its cross-cutting areas of expertise, and has overseen advisory work in Chile, Guinea, Malawi, Mozambique, Namibia, Paraguay, Tanzania and Timor-Leste, among other countries. She teaches a masters seminar at Columbia Law School and Columbia’s School of International and Public Affairs on Extractive Industries and Sustainable Development, and lectures at Externado University in Colombia on International Investment Law. She has served on World Economic Forum Global Future Councils on International Governance and on Mining & Metals, and is a co-chair of the UN Sustainable Development Solutions Network’s thematic group on the Good Governance of Extractive and Land Resources. She is a 2020-2021 Senior Fellow of NAFSA: Association of International Educators, and sits on several advisory boards, including of the Investor Alliance for Human Rights and SDGAcademy. Before joining CCSI, she worked at the Interfaith Center on Corporate Responsibility and at Amnesty USA, in both cases on shareholder engagement. She received a Bachelor of Arts in Economics from Harvard University, and earned her Juris Doctor and a Masters degree in International Affairs from Columbia University, where she was a James Kent Scholar and recipient of the Parker School Certificate in International and Comparative Law.  

Magnus Billing

Chief executive officer

Alecta

Magnus Billing is the CEO of Alecta. Alecta’s assets under management amount to approximately US$90 billion, provides collectively agreed occupational pensions and is owned by approximately 2.4 million private customers and 34,000 corporate clients. Since 2016 Mr Billing was appointed as a member of the European Commissions’  High-Level Expert Group on Sustainable Finance Prior to joining Alecta, Mr Billing was the CEO of Nasdaq Nordics, and Head of Fixed Income Nordic and Baltic Markets. Mr Billing has served as Director at the Federation of European Securities Exchanges, Swedish House of Finance and as an Alternate Director of the Swedish Corporate Governance Code Board of Directors. He holds a Law degree from Stockholm University.

Chairman's closing remarks

16:30 - 16:35

08:3016:30

Chairman’s opening remarks

08:25 - 08:30

Integration of sustainable finance and implementation of the Paris agreements in investing portfolio

09:00 - 10:00

  • The race to Zero: who is winning and how to get ahead 

  • What range of options and collaboration instruments do we have to find a paradigm to achieve Paris-alignment specific objectives?

  • Identify criteria that can be used to define the Paris-aligned Benchmarks

  • How environmental and social impact becomes an additional variable to investing and portfolio construction

  • Going beyond EU CTB and PAB labels

Christian Kjaer

Head of liquid markets

ATP

Margaret-Ann Splawn

Executive director

Climate Markets and Investment Association

The Climate Markets and Investment Association is an independent, not for profit organisation providing leadership from the private sector on the delivery of climate investment policies and innovative market mechanisms. CMIA is a membership-driven organisation with associates from the finance, legal and professional services sectors worldwide, we are a mix of investment experts and technical service providers with an elected Board constituted from our membership pool. CMIA holds two active Private Sector Observer seats at the Board of the Green Climate Fund and the World Bank's Climate Investment Funds where we provide private sector insight and expertise to board decision making. In her role as ED Margaret-Ann leads the implementation and execution of the strategy and business development of the organisation. She reports directly to the CMIA Board and also oversees the administration of the Secretariat.

Gerrit Ledderhof

Responsible investment manager & chair of the Aegon NV Climate Change Working Group

Aegon Asset Management

Thomas Fekete

Head of sustainable investment solutions for EMEA and APAC

BlackRock

Thomas Fekete is EMEA Head of Strategy and Products for Sustainable Investing. At BlackRock, the Sustainable Investing team is focused on identifying drivers of long-term return associated with environmental, social and governance issues, integrating them throughout Blackrock's investment processes, and creating solutions for our clients to achieve sustainable investment returns.

Thomas joined BlackRock in 2013 and led the Global Product team for iShares and the Product, Solutions and Strategy business for the EMEA Retail market.

Before joining Blackrock, Thomas spent ten years as Head of Investment Products in private banking at Barclays Wealth and UBS Wealth Management. He started his career in finance in 2001 at Morgan Stanley designing and distributing derivatives-based risk management solutions.

During the first ten years of his career, Thomas worked in the European telecommunications and aerospace industry where he held a variety of research and development, management and strategy roles at Airbus.

Thomas graduated with an MBA from Harvard Business School, a Masters in Aeronautics and Astronautics from the Massachusetts Institute of Technology and an engineering degree from Ecole Nationale Superieure de l'Aeronautique et de l'Espace, Toulouse, France.

Storytelling Sessions 3.0

10:00 - 10:30

Mili Fomicov

Researcher

Imperial College London (Centre for Climate Finance and Investment)

Milica Fomicov is a Researcherr at the Centre for Climate Finance and Investment at Imperial College Business School. Previously, she was a  Director and Portfolio Manager in the Multi-Asset Strategies team at BlackRock. She joined  BlackRock from JPMorgan, where she was a Portfolio Manager and a member of J.P. Morgan's CIO team based in London. Before joining J.P. Morgan, she ran US and Japan equity funds for Barclays. Ms Fomicov started her career at AllianceBernstein in the US.  

Current and potential impacts (and opportunities) of ESG-related risks

13:00 - 14:00

  • How firms manage the risks and opportunities under ESG and SI-related policies: taking account of long-horizon risks

  • Mapping the impact of the risk factors into your portfolio and corporate strategy

  • New risks factors reassessing the values of financial assets and investments: where is traditional risk management going?

  • Market risk changes in supply and demand for goods, and services nature-based approaches to ESG change, adaptation and transition bring down resilience costs?

  • Can nature-based approaches to ESG change, adaptation and transition bring down resilience costs?

Current  an

Peter Mennie

Global head of ESG integration & research, and global head of investment risk & quantitative analytics

Manulife Asset Management

Peter Mennie, ASIP, is global head of ESG Integration and Research, and global head of Investment Risk & Quantitative Analytics for Manulife Investment Management. In these roles, Peter leads Manulife Investment Management’s team of dedicated ESG research and integration analysts to advance the firm’s ESG agenda. The team works with portfolio management teams on progressing ESG integration processes and conducting ESG engagement with investee companies; works with Manulife Investment Management’s sales and product teams on ESG strategy and marketing; and represents Manulife Investment Management on various industry groups and collaborative initiatives. Peter provides global risk leadership for all asset classes, and he ensures a consistent global approach to monitoring and managing investment risk and portfolio structure.

Peter also serves as the chief operating officer of Manulife Investment Management (Europe) Limited. Peter has previously held numerous positions within Manulife Investment Management including serving as a senior portfolio manager. Prior to that, Peter held a number of fund management positions focusing on various regional markets at Manulife Investment Management. Peter is a member of the CFA Society of the UK and of the CFA Institute, and he holds the ASIP designation, a recognized qualification of the CFA Institute.

Nasreen Kasenally

Global chief risk officer and head of sustainability risk

UBS Asset Management

Nasreen Kasenally is the Chief Risk Officer of UBS Asset Management & UBS EMEA and Head of Sustainability Risk. She is a Senior Risk professional with over 23 years of experience mostly at UBS covering investment banking, asset and wealth management in New York and London.    

In her role as Chief Risk Officer, Nasreen is responsible for all financial risks within UBS Asset Management globally and in all the business divisions of UBS Group in EMEA. As Head of Sustainability Risk, she has the oversight of the risks across the group and leads the engagement and positioning to deliver the firm’s purpose and values with regards to sustainability.   

Nasreen is very active in championing Diversity, Equity & Inclusive initiatives, mentoring social entrepreneurs and sponsoring global projects. 

  She has a master’s degree in Mathematical Trading & Finance from Cass Business School and a bachelor’s degree in Actuarial Science from the University of Kent. 

Elree Winnett Seelig

Head of environmental, social and governance for markets and securities services

Citi

Elree Winnett Seelig is a Managing Director and Head of Environmental, Social and Governance for Markets and Securities Services. This role in Citi’s MSS business reflects the emergence of Sustainability and ESG as important themes in our industry and for our clients.   Elree, who has worked at Citi for eight years, was previously Head of Strategy for Commodities at Citi.  Prior to joining Citi, Elree was Head of Energy Client Management for Commodities at BNP Paribas, and also worked in Natural Resources Investment Banking at Lehman Brothers and Project Finance at NationsBank (now Bank of America). In the middle of her career, she spent 10 years working in conservation and community development in southern Africa and consulting for venture capital firms investing in renewable energy. 

Lindsey Matthews

Chief risk officer

Universities Superannuation Scheme

Lindsey is the Chief risk officer of the Universities Superannuation Scheme the UK's largest private pension scheme.

Mr Matthews assists the board in its oversight of risk in the pension scheme, the trustee organisation and its subsidiary, USS Investment Management.

Lindsey has nearly 30 years’ experience in financial markets, most recently as UK Chief Risk Officer and Global Head of Investment Risk for UBS Asset Management. He started in derivatives, before moving into risk control. He has previously held roles as a senior advisor at UBS Wealth Management, as a senior advisor at StatPro PLC, as Head of Risk for UBS Delta and in a client education function.

Technology reshaping the way we respond to ESG-related risks and challenges

14:00 - 15:00

  • Climate and nature physical risk modelling and scenario analysis for transition risks

  • Technology Risk: Impact of technological advancement and new data on sustainable investing

  • Is achieving reliable sustainable investment data on a mission (almost) impossible?

  • Machine Learning, AI, sentiment algorithms. NLP, and other impactful technologies on better long term decision-making

Jason Mitchell

Co-head of responsible investment

Man Group

Jason Mitchell is Man Group’s Co-Head of Responsible Investment. He co-chairs Man Group’s Responsible Investment Committee and its Stewardship and Active Ownership Committee. Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. He also hosts the podcast Perspectives Towards a Sustainable Future.

Most recently, Jason was Sustainability Strategist at Man Group. He worked at Man GLG from 2004 to 2008 and from 2010 to present, taking two years off from 2008 to 2010 to advise the UK government on infrastructure development across Sub-Saharan Africa. Prior to this, he was an investment analyst with Pequot Capital and Andor Capital.

Jason serves as one of 15 appointed members on the EFRAG (European Financial Reporting Advisory Group) European Lab Steering Group and sits on the Advisory Board of Imperial College Business School’s Centre for Climate Finance and Investment. Having chaired the United Nations-supported Principles for Responsible Investment (PRI) Hedge Funds Advisory Committee from 2014 to 2018, he now serves on the PRI Academic Advisory Committee and a number of other working groups. He is also co-editor of PRI Perspectives academic journal.

Jason holds a master’s degree in international political economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British-American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.

His articles and comments on sustainable investing have appeared in Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has also written widely on the European refugee migrant crisis, with articles appearing in the London Review of Books, Christian Science Monitor, Huffington Post and 7x7.

He is a contributing author to Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018), Sustainable Investing: Revolutions in theory and practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012)

Mike Chen, PhD

Director, dynamic equity & lead portfolio manager, global sustainable equity

PanAgora Asset Management

Dr. Chen is a Director of Portfolio Management at PanAgora, and the lead portfolio manager for Global Sustainable Strategy. In this role, he is responsible for leading the development of PanAgora’s ESG strategy, including alpha research, portfolio management, and model and product development. He is also responsible for novel ML alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr. Chen’s research interests are in the areas of machine learning, ESG, and alternative datasets. In this capacity, Dr. Chen developed a novel ESG portfolio construction framework for which patent has been filed. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.

Prior to joining PanAgora, Dr. Chen was a Portfolio Manager at BlackRock’s Scientific Active Equity (SAE) team, where his responsibilities include portfolio management and research into alpha insights for use across the entire SAE platform. While at SAE, Dr. Chen won “Signal of the Year” award for an alternative data signal he researched and developed. Prior to BlackRock, Dr. Chen worked at Google where he was a member of the team that managed Google’s fixed income investment portfolio. Dr. Chen started his career at Morgan Stanley in New York where he traded exotic US rates derivatives. While at Morgan Stanley, Dr. Chen researched, developed and patented a framework that allowed for pricing of derivatives based on two rate curves with dynamic multiplicative spread, one of the first such models on the street. 

Dr. Chen graduated from the University of Illinois in 2005 with a Ph.D. in Electrical and Computer Engineering, and has 14 years of financial industry experience. He has published in leading engineering and applied mathematics journals, and had been invited to talk at numerous academic and industry conferences.

 

               

Emmanuel Hauptmann

Founding Partner

RAM Active Investments

What’s next: Future preparedness for global opportunities and how ESG investing is the future of the finance landscape

15:00 - 16:00

  • Are Green swan events the new black?

  • Integrating sustainability factors in future-proofing investments

  • As reports suggested should we be placing a greater emphasis on the “Social” factor in ESG?

  • How to achieve the transition of grey and brown sectors?

  • Is the ESG-minded investor changing the financial landscape?

W

Maria Lombardo

Head of ESG client strategies EMEA

Invesco

Maria Lombardo is the European Head of ESG Client Strategies at Invesco. Maria has more than 25 years’ experience, serving as a manager director in investment banking and equity capital markets. In recent years Maria followed her passion for sustainability and became an expert in responsible investing and sustainable finance. Maria joined Invesco in 2018 from CDP, the environmental disclosure not-for-profit organisation, where she was global coordinator of their investor initiative group.

Maria spent most of her earlier career as an investment analyst in corporate finance and private equity, with Lazard in Milan and then British Development Finance Institution CDC Group in London. Maria worked on investment projects in Africa, South America and India, extensively travelling around the poorest countries in the world, assessing investment opportunities. She was involved in agribusiness and infrastructural investments in Ecuador, Ivory Coast, India and Uganda among others, dealing with various types of investments from loans to private equities.

From the late nineties, Maria progressed into capital markets in sales and relationship management for emerging market equities, with prominent European investment banks UBS, Sberbank and Unicredit, where she was a Managing Director, heading the emerging market equity group.

Maria graduated from Bocconi University in Milan and holds a certificate in Responsible Investing at the Cambridge Institute of Sustainability Leadership and a CEMS MBA at UCLL in Brussels and Bocconi. She is a board of director at the London Women’s Forum, an investor members organisation promoting women’s careers in finance.

 

Jeroen Bos

Head of specialist equity & responsible investing

NN Investment Partners

Jeroen Bos, CFA, CAIA is Head of Specialised Equity & Responsible Investing at NN Investment Partners (NN IP) and part of its Management Team Investments. His portfolio of responsibilities includes a variety of Global and Regional Sustainable & Impact Equity Funds, as well as a range of Global & European Equity funds.

Jeroen is also a member of NN IP's ESG Board and has been instrumental in the development of ESG integration at NNIP in the last decade. In recent years, the focus on combining ESG data with new technologies (NLP, ML) to create new and improved insights has gained momentum at NNIP. His previous roles at NN IP included Head of Global Equity Research as well as Senior Portfolio Manager on several Global Equity & Thematic Funds.

Before joining NN IP, Jeroen was a Director at UBS in New York in the Technology Equity Research Team. Prior to UBS, he was a Vice President at JP Morgan in London and a Senior Equity Analyst at MeesPierson/Fortis in Amsterdam. Jeroen is also a Board Member of CFA Society VBA Netherlands as well as a Board Member of the Work with Nature Foundation, a non-profit organization protecting Costa Rica’s rainforest.

Jarek Olszowka

Head of sustainable finance

Nomura

Jeff Cohen

Director of capital markets integration - head of private investments initiatives

SASB – Sustainability Accounting Standards Board

Jeff is the Director of Capital Markets Integration - Head of Private Investments Initiatives at SASB. In his role, Mr Cohen educates and partners with institutional investors and asset owners, facilitating dialogue on financially material, industry-specific ESG topics and metrics for implementation into investment decisions across asset classes.

Mili Fomicov

Researcher

Imperial College London (Centre for Climate Finance and Investment)

Milica Fomicov is a Researcherr at the Centre for Climate Finance and Investment at Imperial College Business School. Previously, she was a  Director and Portfolio Manager in the Multi-Asset Strategies team at BlackRock. She joined  BlackRock from JPMorgan, where she was a Portfolio Manager and a member of J.P. Morgan's CIO team based in London. Before joining J.P. Morgan, she ran US and Japan equity funds for Barclays. Ms Fomicov started her career at AllianceBernstein in the US.  

Closing Keynote

16:30 - 17:00

Chairman's closing remarks

16:30 - 16:35

If you are interested in speaking at this event or have any questions about the agenda, please contact: