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ESG Investor Forum

Bringing together the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver both strategic insights and tactical guidance on how to accelerate ESG integration plans, scale ground-breaking sustainable and social products, access verified data, and refine engagement strategy.

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ESG Risk & Reporting Forum

Designed exclusively for risk, operations, data, and reporting officers, plus regulatory and compliance team members to examine developments in investment risk management planning, reporting ESG data points to regulators, management, and clients, and securing external ESG data to use in investment activity.

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EVENT INFORMATION

 

The pandemic has served as the first real proof-point for sustainability, underlining the fact that ESG investing does not in fact come at a cost, but rather can future-proof investments. We have seen mounting government and social pressure on asset owners, pushing them to consider how ESG factors may progressively impact financial return.

Growing numbers are examining how best to use the latest metrics, standards, and data to integrate ESG across all their portfolios. The need to develop a coherent strategy that will allow them to create market beating returns for stakeholders means the industry must find a universal dialogue around the objectives they are seeking to meet.

The peer-led agenda developed for the Institutional ESG Investment Summit will bring together the community of senior investment officers, ESG and responsible investing experts from pension plans, insurers, foundations and endowment funds to deliver both strategic insights and tactical guidance on how to accelerate ESG integration plans, scale ground-breaking sustainable and social products, access verified data, and refine engagement strategy.

GET NOTIFIED WHEN THE ENVIRONMENTAL, SOCIAL & GOVERNANCE INVESTING, EUROPE 2021 REPORT IS RELEASED

2021 SUMMIT SPEAKERS

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2021 SUMMIT SPEAKERS

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Main Agenda

08:15 - 19:00

DAY ONE - WEDNESDAY 15TH SEPTEMBER 2021

08:15 - 09:10

WELCOME BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:05

KEYNOTE PRESENTATION: What are the goals of the government from COP26 and what part can the institutional investment sector play in realising them?

  • Alexander Stafford

    Member of Parliament, House of Commons, Committee Member

    Business, Energy and Industrial Strategy Committee

10:05 - 10:50

ROUNDTABLE DISCUSSION: To what extent should there be further alignment between policy makers and investment leaders in the formation of ESG and climate focussed regulations?

  • Neil Acres

    Managing Director, Head of Government and Regulatory Affairs

    MSCI

  • Lindsey Matthews

    Chief Risk Officer

    Universities Superannuation Scheme

  • Sally Bridgeland

    Chair and Non-Executive Director

    Local Pensions Partnership Investments

  • Nicholas Wheeler

    Chairman of Trustees

    Volvo Group UK Pension Schemes

  • Mark Manning

    Technical Specialist, Sustainable Finance and Stewardship

    Financial Conduct Authority

10:50 - 11:20

CASE STUDY PRESENTATION: Evaluating Orpéa through the ESG looking glass – Lessons learned and future outlook

  • Sébastien Thévoux-Chabuel

    Head of ESG

    Comgest

11:20 - 11:35

MORNING REFRESHMENTS & NETWORKING

11:35 - 12:15

STREAM KEYNOTE PRESENTATIONS: ESG INVESTORS FORUM AND RISK & REPORTING FORUM

 

STREAM 1 : 11:35 - 12:15

ESG INVESTORS FORUM

KEYNOTE PRESENTATION: Developing your governance structures and effectiveness as an engaged investor

  • Lindsey Matthews

    Chief Risk Officer

    Universities Superannuation Scheme

STREAM 2 : 11:35 - 12:15

ESG RISK & REPORTING FORUM

KEYNOTE PRESENTATION: Case study: A pension fund journey to net zero

  • Marcus Hooper

    Director of Business Applications

    BNY Mellon

  • Fraser Priestley

    Managing Director of EMEA Global Risk Solutions Team

    BNY Mellon

12:15 - 13:00

STREAM ROUNDTABLE DISCUSSIONS: ESG INVESTORS FORUM AND ESG RISK & REPORTING FORUM

STREAM 1 : 12:15 - 13:00

ESG INVESTORS FORUM – Chaired by COMGEST

ROUNDTABLE DISCUSSION: How investors can successfully implement ESG principles in order to develop future-proof investment strategies

  • Pádraig Floyd

    Contributing Editor

    Freelance Journalist

  • Paul Black

    Trustee Director, Pi Pension Trustees and DC Investment Manager

    Hargreaves Lansdown

  • Kirsty Green-Mann

    Member Nominated Trustee, Imperial Tobacco Pension Fund and Head of Corporate Responsibility

    Burges Salmon

  • Maria Long

    Research & Content Director

    Standards Board for Alternative Investments

STREAM 2 : 12:15 - 13:00

ESG RISK & REPORTING FORUM

ROUNDTABLE DISCUSSION: How can investors effectively face the need for more transparency into funds ESG reporting policies demanded by LP’s

  • Sara Benwell

    Editor

    FundOperator.com

  • Katie Zolnierz

    Environmental, Social, Governance Analyst

    DSAM Partners

  • Kroum Sourov

    Lead ESG Analyst – Sovereign Sustainability

    Candriam

13:00 - 13:50

LUNCH

13:50 - 14:20

ESG INVESTORS FORUM AND RISK & REPORTING FORUM MIXED SESSIONS

STREAM 1 : 13:50 - 14:20

ESG Investors Forum - Chaired by COMGEST

KEYNOTE PRESENTATION: ESG opportunities and impact investing: a comparison of alternative investment tools for portfolio diversification

  • Kirill Savrassov

    Chief Executive Officer

    Phoenix CRetro

STREAM 2 : 13:50 - 14:20

ESG Risk & Reporting Forum

KEYNOTE PRESENTATION:  ESG and emerging risks: Understanding the changing landscape for risk, the role of contingency planning, and adapting to uncertainty

  • Chris Needham-Bennett

    Managing Director

    Needhams 1834

14:20 - 14:50

ESG INVESTORS FORUM AND RISK & REPORTING FORUM MIXED SESSIONS

STREAM 1 : 14:20 - 14:50

ESG Investors Forum - Chaired by COMGEST

The investor’s responsibility in ESG integration: What investors should consider when incorporating ESG into their portfolios

  • Pádraig Floyd

    Contributing Editor

    Freelance Journalist

  • Sarita Gosrani

    Director, ESG Advisory

    bfinance

STREAM 2 : 14:20 - 14:50

ESG Risk & Reporting Forum

KEYNOTE PRESENTATION: Fragile Planet: Evaluating sovereign opportunities, scoring climate risk and assessing vulnerabilities at a national level 

  • Lucy Acton

    Associate Director and Senior ESG Analyst

    HSBC Global Research

14:50 - 15:35

ESG INVESTORS FORUM AND RISK & REPORTING FORUM ROUNDTABLE DISCUSSIONS

STREAM 1 : 14:50 - 15:35

ESG Investors Forum - Chaired by COMGEST

ROUNDTABLE DISCUSSION: Will 2050 be riddled with stranded assets? What should investors be considering now?

  • Pádraig Floyd

    Contributing Editor

    Freelance Journalist

  • Nikesh Patel

    Independent Trustee

  • James Lawrence

    Head of Investment Proposition

    Smart Pension

  • Harry Elliott

    CFA, Associate

    MV Credit

STREAM 2 : 14:50 - 15:35

ESG Risk & Reporting Forum

ROUNDTABLE DISCUSSION: What does the EU action plan on sustainable finance and the Green Deal mean for ESG investment risk & reporting?

  • Sara Benwell

    Editor

    FundOperator.com

  • Eimear Palmer

    Responsible Investing Officer

    ICG

  • Will Wilson

    ESG Analyst

    Apex Group

  • Rebecca Craddock-Taylor

    Director of Sustainable Investment

    Gresham House

15:35 - 15:50

AFTERNOON REFRESHMENTS & NETWORKING

15:50 - 16:30

FIRESIDE CHAT: A new frontier for renewables - Low-carbon transportation

  • Charlotte O’Leary

    CEO and an Executive Director

    Pensions for Purpose

  • Raphaël Lance

    Head of Energy Transition Funds

    Mirova

16:30 - 17:15

SPECIAL GUEST KEYNOTE PRESENTATION: ESG trends in Emerging markets, the need for capacity strengthening among institutional investors and corporates in the context of CSRD, SFDR and the EU Taxonomy.

  • Julia Manning

    Associate Director, Senior Environmental Advisor

    EBRD

  • Robert Adamczyk

    Senior Environmental Advisor

    EBRD

17:15 - 19:00

EVENING DRINKS AND NETWORKING

Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.

08:15 - 17:10

DAY TWO - THURSDAY 16TH SEPTEMBER 2021

08:15 - 09:10

WELCOME BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION: Assessing Sovereign Climate-related Opportunities and Risk (ASCOR)

 

Case study: Assessing Sovereign Climate related Opportunities and Risk (ASCOR)

  • Victoria Barron

    Head of Sustainable Investment

    BT Pension Scheme Management

10:00 - 10:45

ROUNDTABLE DISCUSSION: Governance structures: Effectively making sure senior management is collectively responsible for the integration of sustainability

  • Sara Benwell

    Editor

    FundOperator.com

  • Sindhu Krishna

    Head of Sustainable Investment

    Phoenix Group

  • Mark Hedges

    Trustee

    Nationwide Pension Fund

  • Dr. Zeynep Hizir

    Head Of Strategic Development

    EMEA Institutional Business Development | SS&C

10:45 - 11:15

KEYNOTE PRESENTATION: How to ensure sustainability risks are considered when establishing, implementing, and maintaining effective reporting both internally and amongst third parties

  • Chetan Parekh

    Head of Banking, Financial Services and Insurance

    Mindtree

11:15 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 13:00

TALKING TABLE WORKSHOPS (20 minute rotation)

STREAM 1 : 11:30 - 13:00

Mirova Workshop

Impact vs. ESG vs. SRI - how do they differ

  • Amber Fairbanks

    Equity Portfolio Manager

    Mirova

STREAM 2 : 11:30 - 13:00

Aberdeen Standard Asset Management Workshop

The road to Net Zero within an investment portfolio - challenges and practicalities

  • Sonia Gogna

    Global Head of Client Solutions

    Aberdeen Standard Investments

STREAM 3 : 11:30 - 13:00

Mindtree Workshop

Integrating ESG Risk into a Risk Management Framework

  • Anand Rao

    General Manager, Consulting

    Mindtree

STREAM 4 : 11:30 - 13:00

Artemis Investment Management Workshop

Developing successful integration frameworks

  • Ryan Smith

    Fund Manager

    Artemis Investment Management

13:00 - 13:50

LUNCH

13:50 - 13:55

STREAM CHAIRMAN'S OPENING REMARKS

STREAM 1 : 13:50 - 13:55

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

Chairman's Opening Remarks - Chaired by Natixis Investment Managers

  • Manuel Coeslier

    Portfolio Manager and SRI Analyst

    Mirova

STREAM 2 : 13:50 - 13:55

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

Chairman's Opening Remarks - Chaired by Natixis Investment Managers

  • Will Fox-Robinson

    Director, UK & Ireland Institutional Business and & Head of LGPS

    Natixis Investment Managers

13:55 - 14:20

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 13:55 - 14:20

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

FIRESIDE CHAT: Clearing the murky waters: Differentiating between ESG, SRI and Impact Investing for member engagement and portfolio growth

  • Nicholas Wheeler

    Chairman of Trustees

    Volvo Group UK Pension Schemes

STREAM 2 : 13:55 - 14:20

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

KEYNOTE PRESENTATION: ESG integration: reviewing the trials and tribulations of embracing ESG as the core investment approach

  • Maria Nazarova-Doyle

    Head of Pension Investments

    Scottish Widows

14:20 - 14:45

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 14:20 - 14:45

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

KEYNOTE PRESENTATION: Exploring effective approaches to scenario analysis to forecast opportunities across asset classes

  • Luis Torres-Farrell

    Responsible Investment

    Redington

STREAM 2 : 14:20 - 14:45

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

KEYNOTE PRESENTATION: The global transition to climate resilience creates an uncorrelated investment opportunity

  • Maria Rapin

    CEO

    Nephila

14:45 - 15:25

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION & PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 14:45 - 15:25

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

ROUNDTABLE DISCUSSION: How to effectively address the lack of transparency and inconsistency in benchmark ESG information across managers and issuers

  • Pádraig Floyd

    Contributing Editor

    Freelance Journalist

  • Jennifer Bishop

    Head of Responsible Investment and Asset Allocation

    Coal Pension Trustee Services

  • Andrew Cole

    Trustee Executive

    BESTrustees

STREAM 2 : 14:45 - 15:25

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

ROUNDTABLE DISCUSSION: Avoiding ‘herd mentality’ in private markets: What are the ESG related questions investors should be asking?

  • Matt Simms

    Trustee Director and Chair of the Investment Implementation Committee

    Hermes Group Pension

  • Maria Nazarova-Doyle

    Head of Pension Investments

    Scottish Widows

  • Duncan Willsher

    Trustee & Trustee Director

    20-20 Trustees

15:00 - 15:40

INVESTMENT DATA & OPPORTUNITY ANALYSIS AND ASSET ALLOCATION AND PORTFOLIO MANAGEMENT STREAM SESSIONS

STREAM 1 : 15:00 - 15:40

INVESTMENT DATA AND OPPORTUNITY ANALYSIS

ROUNDTABLE DISCUSSION: How to effectively address the lack of transparency and inconsistency in benchmark ESG information across managers and issuers

  • Pádraig Floyd

    Contributing Editor

    Freelance Journalist

  • Andrew Cole

    Trustee Executive

    BESTrustees

  • Jennifer Bishop

    Head of Responsible Investment and Asset Allocation

    Coal Pension Trustee Services

STREAM 2 : 15:00 - 15:40

ASSET ALLOCATION AND PORTFOLIO MANAGEMENT

ROUNDTABLE DISCUSSION: Avoiding 'herd mentality' in private markets: What are the ESG related questions investors should be asking?

  • Matt Simms

    Trustee Director and Chair of the Investment Implementation Committee

    Hermes Group Pension

  • Maria Nazarova-Doyle

    Head of Pension Investments

    Scottish Widows

  • Duncan Willsher

    Trustee & Trustee Director

    20-20 Trustees

15:25 - 15:40

AFTERNOON REFRESHMENTS & NETWORKING

15:40 - 16:25

KEYNOTE PRESENTATION: Case Study of a proposed carbon neutral society: How can European based investors integrate carbon neutrality into their portfolios?

  • James Leiman

    Commerce Commissioner

    North Dakota

16:25 - 17:10

KEYNOTE PRESENTATION - ESG recovery post pandemic: What are the key issues and prospects for ESG going forward?

*Presented under Chatham House Rules*

  • Michele Bellabarba

    Investment Analysis and ESG Investing, Technical Specialist, Insurance Directorate, Prudential Regulation Authority

    Bank of England

17:10 - 17:10

END OF CONFERENCE

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Insurance Investor Live | North America 2021

EVENT DATE
1ST & 2ND DECEMBER 2021

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EVENT

INSTITUTIONAL FIXED INCOME SUMMIT | EUROPE 2021

EVENT DATE
23RD & 24TH NOVEMBER 2021

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EVENT

Insurance Investor Live | Europe 2021

EVENT DATE
9TH & 10TH NOVEMBER 2021

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REPORT

Environmental, Social & Governance Investing, Europe 2021 Report

PUBLISHED
1st November 2021

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