Agenda

Agenda

Sustainable Investing & Climate Risk - Virtual Week Agenda

10:3011:30

The long term strategies for pension funds

10:30 - 11:30

  • 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.

Christian Kjaer

Head of Liquid Markets

ATP

12:3013:30

How to invest in a sustainable portfolio

12:30 - 13:30

  • 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, 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

15:0016:00

Future strategies on sustainable finance

09:00 - 10:00

  • Integrating SDGs 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

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.

Joe Little

Global Chief Strategist

HSBC Asset Management

Yasmin Raza

Technical Specialist / Green finance inquiry manager

FCA / House of Commons

Robert Youngman

Team leader, Green Finance and Investment

OECD - Organisation for Economic Co-operation and Development

10:3011:30

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

10:30 - 11:30

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

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

 

Soren Andersen

Chief Risk Officer

Nordea Asset Management

Saadia Mujeeb

Global Head of Risk - Hedge Funds, Mutual Funds, PB, CCHs, Climate Change

NatWest Markets

12:3013:30

Risk measurement and tools

12:30 - 13:30

  • Specialised showcases and examples of tools that help measure climate change scenarios and estimate the foreseeable future changes

15:0016:00

Strategies to manage the new frameworks

15:00 - 16:00

  • New approaches to Climate risks investments

  • Identifying, modelling and adopting new frameworks for climate risk management 

  • Tools, techniques, and methodologies

  • Incorporating scenario analysis into their strategic planning or 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.

Jane Toothill

Director

JBA Risk Management

10:3011:30

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

10:30 - 11:30

  • 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

Chris McHugh

Lecturer

The London Institute of Finance and Banking

<p style="text-align: left;">A former managing director at HSBC, Chris McHugh has a vast array of expertise having worked for Deutsche Bank, BAML and Credit Suisse. Having&nbsp;left his role at HSBC, Chris now works as a lecturer at the London Institute of Finance and Banking and as a&nbsp;visiting lecturer at the Cambridge Judge Business School. He&nbsp;teaches&nbsp;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.</p>

12:3013:30

Proxy voting, fiduciary duty and shareholder engagement

12:30 - 13:30

  • 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
Christina McGuire

CEO

Elephant Asset Management

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.

15:0016:00

Standardisation: quantity, quality and the human factor

15:00 - 16:00

  • 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

Michael Zimonyi

Director, Policy & External Affairs

Climate Disclosure Standards Board (CDSB)

Claudia Chapman

Corporate Governance & Stewardship - Leader, UK Stewardship Code Review

Finance Reporting Council

Rebecca Self

Director of Sustainable Finance (and former CFO, HSBC)

South Pole

Industry Think Tanks - exchange insights with your industry peers during these moderated discussion groups

11:0011:30

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

11:00 - 11:30

12:0012:30

Sustainability and ESG comms as a priority for leadership strategies

12:00 - 12:30

13:0013:30

Firms’ integration of climate change risk.

13:00 - 13:30