Conference Programme

8:45 Registration

9:15 Chairman’s welcome address and opening remarks

9:30 KEYNOTE ADDRESS: Climate change as an investment opportunity
David Blood, Senior Partner, Generation Investment Management

10:00 PANEL DISCUSSION: Routes to market – funds, indexes, equities
• Direct and indirect investment options for equity investors
• Low-carbon stocks – what to look for
• Opportunities for environment-linked bonds
Alexander Barkawi, Managing Director, SAM Indexes
Kevin Bourne, MD, Global Equities, HSBC
Danyelle Guyatt, Principal, Responsible Investment Team, Mercer
Will Oulton, Head, Responsible Investment, FTSE

10:50 Morning break & networking

11:20 PANEL DISCUSSION: Hot stocks in renewable energy and
energy efficiency
• Relative attractions of wind, solar, bioenergy and hydro sectors
• Understanding the drivers –support mechanisms and regulatory risk
• Giants vs minnows – which to choose
Bozena Jankowska, VP, Team Head, Sustainability Research,
Allianz Global Investors
Gus Hochschild, Research – Alternative Energy, Mirabaud Securities
Richard Boddington, Wind Analysis Manager, Sgurr Energy

12:10 PANEL DISCUSSION: Carbon as an asset class
• Who’s investing in carbon and why
• Investment opportunities in EU Allowances and carbon offset credits
• Potential for carbon-linked bonds
Garth Edward, Director, Environmental Products, Citigroup Corporate and Investment Banking
Laurent Segalen, MD, Global Head – Emissions, Lehman Brothers International
Abyd Karmali, Managing Director and Global Head of Carbon Emissions,
Merrill Lynch
Ben Richardson, Managing Director, Natsource Asset Management

1:00 Chairman’s summary remarks

1:15 Lunch & networking

2:20 PANEL DISCUSSION: Investment opportunities in forestry, agriculture and bioenergy
• Monetising carbon sequestration and other environmental benefits
• Outlook for bioenergy investments in light of the food vs fuel debate
• Sustainable timber investment prospects
Rebecca Tarbotton, Global Finance Campaign Director, Rainforest Action Network
Mark Campanale, Director, Four Elements Capital
Ron Dembo, Founder and CEO, Zerofootprint, Toronto
Coen Weddepohl, Partner, Earth Capital Partners

3:05 PANEL DISCUSSION: weather derivatives and catastrophe bonds
• Diversifying portfolios with non-correlated assets
• What’s available – exchange-traded and bespoke weather contracts
• Recent trends and outlook for catastrophe bonds
Peter Brewer, Chief Investment Officer, Cumulus Funds, PCE Investors
Jens Boening, Managing Director, WeatherBill UK
Henry Kus, Global Head, Structured Insurance Products Trading, ABN Amro

3:50 Afternoon break & networking

4:20 PANEL DISCUSSION: Private equity vs public markets
• Impact of the "credit crunch" on clean energy investments
• Potential for future environmental listings on AIM
Peter van Egmond Rossbach, Director, Investments, Impax Asset Management
Fabrizio Donini Ferretti, Head of Energy, Dexia Credit Local
Michele Appendino, President and CEO, Solar Ventures, Milan

5:10 Chairman’s summary remarks

5:20 Close of conference

5:30 Networking drinks reception