Agenda

08:30 - 09:20

Arrival, Registration, Breakfast & Networking

Continental breakfast, tea, coffee and fruit juices will be served.

09:20 - 09:30

Chairman's Opening Remarks

Noel Hillmann, Chief Operating Officer, Clear Path Analysis

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:30 - 09:50

Keynote Presentation: What is the case for engagement and where does divestment fit in with that?

  • Guy Opperman

    Minister for Pensions and Financial Inclusion

    Department for Work and Pensions

09:50 - 10:50

Panel Debate: Where is the cross-over between financial returns and ethics and where should investors draw a line in their environmental, social, and governance responsibilities?

  • Maria Nazarova-Doyle

    Head of Pension Investments

    Scottish Widows

  • Nico Aspinall

    Chief Investment Officer

    The People's Pension, B&CE

  • Ashish Dafria

    Chief Investment Officer

    Aviva UK

  • Catherine Howarth

    Chief Executive Officer

    ShareAction

  • Michael Marshall

    Director of Responsible Investment & Engagement

    LGPS Central

10:50 - 11:15

Refreshments & Meeting Break

11:20 - 11:50

Talking Table Workshops Round 1

STREAM 1 : 11:20 - 11:50

REPORTING AND STANDARDS TOPICS

Voting and engagement issues in pooled funds: how can asset owners exercise their stewardship responsibilities so that voting reflects their beneficiaries’ views

  • Carolyn Saunders

    Partner and Head of Pensions

    Pinsent Masons LLP

STREAM 2 : 11:20 - 11:50

INVESTMENT STRATEGIES AND OPPORTUNITIES

What does it take to do active ownership: designing strategies and forging partnerships - Workshop hosted by Ruffer

  • Alexia Palacios

    Analyst – Responsible Investment

    Ruffer

  • Franziska Jahn-Madell

    Director – Responsible Investment

    Ruffer

STREAM 3 : 11:20 - 11:50

INVESTMENT STRATEGIES AND OPPORTUNITIES

With all the demand for ESG funds, what are the opportunities for those seeking to make initially ‘small’ allocations

  • Nick Samuels

    Managing Director, Head Manager Research

    Redington

STREAM 4 : 11:20 - 11:50

REPORTING AND STANDARDS TOPICS

How do you measure and report on impact: qualitative vs. quantitative approaches and methodology

11:50 - 12:20

Talking Table Workshops Round 2

STREAM 1 : 11:50 - 12:20

REPORTING AND STANDARDS TOPICS

Voting and engagement issues in pooled funds: how can asset owners exercise their stewardship responsibilities so that voting reflects their beneficiaries’ views

  • Carolyn Saunders

    Partner and Head of Pensions

    Pinsent Masons LLP

STREAM 2 : 11:50 - 12:20

INVESTMENT STRATEGIES AND OPPORTUNITIES

What does it take to do active ownership: designing strategies and forging partnerships - Workshop hosted by Ruffer

  • Alexia Palacios

    Analyst – Responsible Investment

    Ruffer

  • Franziska Jahn-Madell

    Director – Responsible Investment

    Ruffer

STREAM 3 : 11:50 - 12:20

INVESTMENT STRATEGIES AND OPPORTUNITIES

With all the demand for ESG funds, what are the opportunities for those seeking to make initially ‘small’ allocations

  • Nick Samuels

    Managing Director, Head Manager Research

    Redington

STREAM 4 : 11:50 - 12:20

REPORTING AND STANDARDS TOPICS

How do you measure and report on impact: qualitative vs. quantitative approaches and methodology

12:20 - 12:50

Talking Table Workshops Round 3

STREAM 1 : 12:20 - 12:50

REPORTING AND STANDARDS TOPICS

Voting and engagement issues in pooled funds: how can asset owners exercise their stewardship responsibilities so that voting reflects their beneficiaries’ views

  • Carolyn Saunders

    Partner and Head of Pensions

    Pinsent Masons LLP

STREAM 2 : 12:20 - 12:50

INVESTMENT STRATEGIES AND OPPORTUNITIES

What does it take to do active ownership: designing strategies and forging partnerships - Workshop hosted by Ruffer

  • Alexia Palacios

    Analyst – Responsible Investment

    Ruffer

  • Franziska Jahn-Madell

    Director – Responsible Investment

    Ruffer

STREAM 3 : 12:20 - 12:50

INVESTMENT STRATEGIES AND OPPORTUNITIES

With all the demand for ESG funds, what are the opportunities for those seeking to make initially ‘small’ allocations

  • Nick Samuels

    Managing Director, Head Manager Research

    Redington

STREAM 4 : 12:20 - 12:50

REPORTING AND STANDARDS TOPICS

How do you measure and report on impact: qualitative vs. quantitative approaches and methodology

12:50 - 13:50

Lunch Break

13:50 - 14:15

Stream Presentations

STREAM 1 : 13:50 - 14:15

REPORTING AND STANDARDS

Task Force on Climate-related Financial Disclosures: How should investors be modelling for climate risk and tackling TCFD reporting when it is still voluntary and the metrics are not yet clear

  • Joe Wilde

    Partner Development Executive

    Clear Path Analysis

  • Bente Sverdrup

    Director of Sustainability

    Gjensidige

STREAM 2 : 13:50 - 14:15

INVESTMENT STRATEGIES AND OPPORTUNITIES

Case study: creating and implementing an ESG Investment Strategy – the challenges faced by small and medium insurers

  • Sara Benwell

    Editor

    Clear Path Analysis

  • Trevor Harris

    Head of Financial Risk

    Wesleyan Group

14:15 - 15:00

Stream Panel Debates

STREAM 1 : 14:15 - 15:00

REPORTING AND STANDARDS

What are the emerging recognised standards that the most mature investors are adopting and what kind of data are they using?

  • Noel Hillmann

    CEO

    Clear Path Analysis

  • Stephen Beer

    Chief Investment Officer

    Central Finance Board of the Methodist Church Fund

  • Diandra Soobiah

    Head of Responsible Investment

    Nest

  • Carolyn Saunders

    Partner and Head of Pensions

    Pinsent Masons LLP

  • Graham Cook

    Strategic Investment Manager

    Environment Agency Pension Fund

STREAM 2 : 14:15 - 15:00

INVESTMENT STRATEGIES AND OPPORTUNITIES

What are the opportunities for ESG integration in fixed income and illiquid assets and how far are the data and analytics supporting the opportunities?

  • Sara Benwell

    Editor

    Clear Path Analysis

  • Mark Gull

    Head of Fixed Income

    Pension Insurance Corporation

  • Alistair Clark

    Managing Director, Environment and Sustainability

    EBRD

  • Bente Sverdrup

    Director of Sustainability

    Gjensidige

15:00 - 15:25

Stream Presentations

STREAM 1 : 15:00 - 15:25

REPORTING AND STANDARDS

How can the SIP and implementation statement be a useful exercise rather than a compliance tick box?

  • Jerry Gandhi

    Pensions Manager UK & Ireland

    Schneider Electric

STREAM 2 : 15:00 - 15:25

Establishing your investment beliefs: aligning the ESG strategy with the values of the beneficiaries of the pension fund

  • Dimitri Senik

    Member of Investment Committee

    PwC Switzerland Pension Fund

15:25 - 15:40

Refreshments & Meeting Break

15:40 - 16:05

Stream Presentations

STREAM 1 : 15:40 - 16:05

REPORTING AND STANDARDS

What are the questions that investors need to ask asset managers to avoid ESG or impact washing and what evidence should managers be able to provide?

  • Caroline Escott

    Policy Lead, Investment & Stewardship

    Pension & Lifetime Savings Association

STREAM 2 : 15:40 - 16:05

INVESTMENT STRATEGIES AND OPPORTUNITIES

How can investors navigate the issues and conflicts in extending the scope of ESG to emerging markets and infrastructure?

  • Adam Ruddle

    Senior Investment Manager

    LV

16:05 - 16:35

Keynote Presentation: What part has active ownership played in helping the oil & gas industry to embrace the energy transition?

  • Dominic Emery

    VP, Long-Term Planning

    BP

16:35 - 17:30

Themed Drinks Reception

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SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

CONTENT ENQUIRIES

ZOI FLETCHER

Senior Content Producer

zoifletcher@clearpathanalysis.com

MARKETING & OPERATIONS ENQUIRIES

JENNA WILLIAMS

Head of Marketing and Operations

jennawilliams@clearpathanalysis.com