Agenda

Agenda

2020 Program

Future strategies for a new sustainable finance industry

07:3008:00

Registration and refreshments

07:30 - 08:00

08:0008:50

Breakfast briefing

08:00 - 08:50

The financial sector is undergoing a necessary transformation as a result of the adoption of the ESG principles and the importance of climate risk and its related issues. Is the financial sector attracting the right talent for this new reality? What new skills are needed?

  • Identify and develop the right skills for green finance 

  • Attracting and motivating new generations of talent

  • Relevant gaps and capabilities

Milica Fomicov

Research Associate leading the Skills gap Initiative

Centre for Climate Finance and Investment, Imperial College

Milica Fomicov is Research Associate 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.  

Maxine Nelson

Senior Vice President

Global Association of Risk Professionals, GARP

08:5009:00

Opening remarks
by Risk.net's Global Editorial Director

08:50 - 09:00

Duncan Wood

Global editorial director

Risk.net

Duncan Wood is the London-based editor-in-chief of Risk.net. He was promoted to the role at the start of 2015, to lead the editorial reorganisation of the website and its print titles. Duncan had been editor of Risk magazine since July 2011. He rejoined Risk as European editor in October 2009, having originally worked for Risk and Asia Risk in London and Hong Kong as a writer and researcher between 1998 and 2000.
In the intervening years, Duncan was news editor for the Oliver Wyman-founded online start-up ERisk.com. He also worked freelance for six years while living in Germany, with his work appearing in Euromoney, Financial News, IFR, and The Wall Street Journal, as well as Risk magazine and its sister titles.
Duncan has written about derivatives and risk throughout his 17-year career in journalism. He is a Neal Awards finalist, and has also won Incisive Media's journalist and editor of the year awards.

09:0010:00

Future strategies on sustainable finance

09:00 - 10:00

  • Integrating ESGs and Sustainable investment principles in the core of the business strategies

  • How to drive the transition to sustainable companies

  • Which strategies are best to thrive in a shifting finance sector?

Joe Little

Global Chief Strategist

HSBC AM

Maria Lombardo

Head of ESG Client Strategies EMEA

Invesco Ltd

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.

 

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.

Ben Nelmes

Head of policy

UKSIF

Ben leads UKSIF’s public policy work, focusing on how to put sustainability at the heart of the UK financial system. Before joining UKSIF, Ben worked as an adviser to a senior politician, focusing on the environment, sustainability and exiting the EU. He also worked in the House of Lords, for a think tank, and for an MEP. Ben has a degree in philosophy from King’s College London.

10:0010:40

The long term strategies for pension funds

10:00 - 10:40

  • How important is the sustainability approach in the selection process of investment managers?
  • How pension funds can engage and use their rights to create targets and help better ESG standards in the scheme's investments
  • Stewardship policies and practices
Ignacio Hernandez Valiñani

Chair

Pensions Caixa 30

Nacho Hernández Valiñani was appointed as Pensions Caixa 30 new chair back in January. Until then, he was the senior director of the interest rates and commodity derivatives desk at Caixabank. Nacho Hernández Valiñani has been working in derivatives markets for more than twenty years. additionally, he has been a lecturer in financial instruments at UPF in Barcelona.

PC30 has been the recipient of the Best Corporate Pension Plan Award and Best European Pensions Governance & Administration Award.

10:4011:00

Storytelling session

10:40 - 11:00

Storytelling session speakers will engage us on narratives that will illustrate an authentic experience, a best-case study or a collaboration to solve a challenge

11:0011:30

Morning coffee and networking break

11:00 - 11:30

 

 

11:3012:15

Stream

Sustainable Investing - business & strategy

Chair's opening remarks - stream 1

11:30 - 11:35

How to invest in a sustainable portfolio

11:35 - 12:15

  • Maximizing and improving returns while following at the same time ESG policies and principles

  • Identifying short and long-term opportunities to improve and have better returns and profits and a sustainable impact

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.

Anita McBain

Head of Responsible Investment

M&G Investments

Stream

Climate Risk - technology & innovation

Chair's opening remarks - stream 2

11:30 - 11:35

Jo Paisley

Co-President

GARP Risk Institute

Jo Paisley is Co-President of the GARP Risk Institute (GRI), the thought leadership arm of GARP.  Set up in early 2018, the Institute works across all risk disciplines, with Jo’s focus to date on climate risk management and scenario analysis, stress testing and operational resilience. Her career began at the Bank of England where she worked in a variety of roles, across macroeconomics, statistics, supervision and risk. Her last role was as a Director of the Supervisory Risk Specialists Division within the Prudential Regulation Authority, where she was heavily involved in the design and execution of the UK’s first concurrent stress test in 2014. She left the Bank in 2015 and joined HSBC as their Global Head of Stress Testing. She has also worked as an independent stress testing consultant, advising firms on how to get the most value out of stress testing.

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

11:35 - 12:15

  • Climate physical risk modelling

  • Analytics and data, enabling better response to climate risk challenges

  • Machine learning, AI and other impactful technologies on better decision-making

12:1512:30

Storytelling session
Storytelling session speakers will engage us on narratives that will illustrate an authentic experience, a best case study or a collaboration to solve a challenge.

12:15 - 12:30

12:3013:30

Learning lunch and networking break
How to deliver strategic and effective communication and marketing on our sustainable efforts.

12:30 - 13:30

 

  • How to keep investors and the public better informed about our policies, impactful decisions and the sustainability of their investment decisions

  • How communications and marketing departments can produce positive environmental outcomes for the whole business 

  • Sustainability and ESG communications as a priority for leadership strategies

Charlene Cranny

Communications and Campaigns Director

UK Sustainable Investment and Finance Association (UKSIF)

13:3015:00

Stream

Sustainable Investing - business & strategy

How the EU taxonomy will pave the way for new impactful investment in a new economy

13:30 - 14:15

  • Identifying, reorienting and shaping green investments
  • How to back up environmental sustainability claims
Michael Lewis

Managing director, head of ESG thematic research

DWS

Michael joined DWS in 2015 with responsibility for the division’s ESG thematic research. His work supports all areas of DWS’s asset management business across all asset classes, geographies and client segments. Prior to his current role, Michael was Global Head of Commodities Research in the Corporate Banking & Securities division of Deutsche Bank.

In 2013, the Commodities Research team was ranked #2 in the EMEA Institutional Investor Equity and Fixed Income Research team survey. Before this, Michael was the Deputy Head of FX Research at Deutsche Morgan Grenfell. In 2000, the FX Research team was ranked #1 in the Euromoney FX Research survey.

Michael began his career as a Research analyst covering Global Macro & Rates research at Morgan Grenfell.  Michael holds a B.Sc. in Economics from the University of Bristol and an M.Sc. in Economics from London School of Economics and Political Science.
 

Marta Jankovic

Director,head of sustainable investing for iShares in the EMEA

BlackRock

Proxy voting, fiduciary duty and shareholder engagement

14:15 - 15:00

 

  • Which principles should guide investors’ voting on specific resolutions addressing sustainability?
  • Positive proposals and its correlation between improving Sustainable standards, decision-making processes and financial performance
  • Active ownership, responsible stewardship and actions towards impactful investments.
Christina McGuire

CEO

Elephant Asset Management

Carlota Garcia-Manas

Senior Responsible Investment Analyst

Royal London AM

Claudia Chapman

Policy advisor, CG&S Corporate Governance & Stewardship

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.

Stream

Climate Risk - technology & innovation

Risk measurement and tools

13:30 - 14:15

  • Specialised showcases and examples of tools that help measure climate change scenarios and estimate the foreseeable future changes
Strategies to manage the new climate risks' frameworks

14:15 - 15:00

  • New approaches to Climate risks investments

  • Identifying and adopting new frameworks for climate risk management

  • Tools, techniques and methodologies

  • Incorporating scenario analysis into their strategic planning and risk management practices

Alice Legrix de la Salle

COO and Head of agricultural partnerships

AXA Climate

Alice Legrix de la Salle is Chief Operating Officer and Head of Agricultural Partnerships at AXA Climate. AXA Climate protects communities and businesses from those climate risks, both present and future. Their solutions go beyond insurance, with an offer that combines parametric insurance (index-based and automated), assistance, and resilience. Prior to joining AXA Climate, Alice was a manager in a French consulting firm. She graduated from Mines ParisTech.

15:0015:20

Afternoon refreshments and networking opportunity

15:00 - 15:20

15:2016:40

Stream

Sustainable Investing - technology & innovation

Indices: creating intelligent, transparent & sustainable investment benchmarks

15:20 - 16:00

  • Data Models, analytics and ratings for sustainable investment

  • Benchmarks and indices: smart data for better decision making

Standardisation: quantity, quality and the human factor

16:00 - 16:40

  • How to use new different metrics and its standards are capital to the investing process

  • How to achieve reliable sustainable investment data

  • Preparing our companies to new climate-related financial disclosures

  • The human factor in the search for better standards

Stream

Climate Risk - business & strategy

Firms’ integration of climate change risk

15:20 - 16:00

  • How to integrate the effects and policies of climate change in our risk strategies

  • Climate Risk management transition from niche department to core strategy

  • Mapping the impact of the risk factors into your broader portfolio

Climate Risk: how to understand and measure climate risk’s opportunities

16:00 - 16:40

  • How can we assess this new scenario and monetise it?

  • The financial impact of climate-related issues on strategic and risk management decisions

 

16:4017:20

How to create a better and more innovative finance environment through leadership, partnership and engagement

16:35 - 17:15

Dr Charles Donovan

Executive Director

Centre for Climate Finance and Investment, Imperial College London

Margaret-Ann Splawn FRGS

Executive Director

Climate Markets and Investment Association

17:2017:30

Closing remarks
by Risk.net's Global Editorial Director

17:20 - 17:30

Duncan Wood

Global editorial director

Risk.net

Duncan Wood is the London-based editor-in-chief of Risk.net. He was promoted to the role at the start of 2015, to lead the editorial reorganisation of the website and its print titles. Duncan had been editor of Risk magazine since July 2011. He rejoined Risk as European editor in October 2009, having originally worked for Risk and Asia Risk in London and Hong Kong as a writer and researcher between 1998 and 2000.
In the intervening years, Duncan was news editor for the Oliver Wyman-founded online start-up ERisk.com. He also worked freelance for six years while living in Germany, with his work appearing in Euromoney, Financial News, IFR, and The Wall Street Journal, as well as Risk magazine and its sister titles.
Duncan has written about derivatives and risk throughout his 17-year career in journalism. He is a Neal Awards finalist, and has also won Incisive Media's journalist and editor of the year awards.

17:3018:30

Networking drinks reception

17:30 - 18:30