Agenda

9.00

Panel: Mainstreaming ESG into fixed income

A panel exploring different approaches and methods for integrating ESG into fixed income and making an impact through fixed income investing. Panelists will discuss:

  • Defining ESG in the context of fixed income -- do investors and issuers agree on what constitutes good ESG credentials? Are there geographic discrepancies?
  • To what extent is ESG priced into fixed income investments? Examples of how investors price in ESG risks in fixed income
  • Green bonds vs ESG integration -- which approach works best?
  • Assessing an issuer ESG profile in green and non-green bond issues.
  • What's the role of green bonds in aligning fixed income portfolios with climate and sustainability goals? Will the green and sustainability bond market make up a bigger part of the overall bond market in the next few years and will the issuer and investor universes grow?

Speakers:
Elisabeth Seep, Executive Director ESG Products, MSCI
Mitch Reznick, Co-head of Credit, Hermes Investment

Moderator: Hugues Delafon, Sustainable Banking, Crédit Agricole Corporate & Investment Bank

9.50

Interview/Mini-panel: The role of central banks in promoting sustainable finance

Hear from 2-3 central bank representatives on their efforts on climate change and sustainability. Why are they increasingly paying attention to climate change and what are they doing to push investors to take action? What role do they think the fixed income space plays in the shift towards a low-carbon and sustainable economy?

Speakers:
Anna Breman, Chief Economist, Swedbank 

 

10.20

Networking break

10.50

The role of Fixed Income in the Energy Transition

Hear from 2-3 bond issuers in complex or controversial industries looking to transition. Are they considering looking to the capital markets to finance their transition and are investors backing them?

Followed by a debate on the role of transition bonds in the shift to a sustainable economy.

Issuer/Corporate speakers:
Simon Lord, Chief Sustainability Officer, Sime Darby Plantation

Debate speakers:
Stephanie Sfakianos, Head of Sustainable Capital Markets, BNP Paribas

11.20

Keynote: What does the EU sustainable finance action plan mean for fixed income?

  • Opportunities and challenges around the EU green taxonomy plans
  • Expectations around EU green bond standards succeed

11.40

Presentation/Interview: TCFD and fixed income

  • Identifying and managing climate-related risks in fixed income portfolios
  • Can green bonds help to advance TCFD reporting?

11.55

Interactive poll and transition to break-out sessions

 

 Green, social and sustainability bonds Fixed Income & ESG

12.00

Mini case studies: What makes a good green or sustainability bond?

Hear from three issuers of green, social and sustainability bonds on key components of their journey to issuing a themed bond, followed by a Q&A

  • Asset selection
  • Creating a framework
  • Reporting

Speakers:
Patrick Symington, Chief Executive, MORHomes
TBC, Canada Pension Plan Investment Board
TBC, Sustainalytics
Vincent Gaillard
, CFO, Société du Grand Paris

Moderator: Marilyn Ceci, Managing Director, Head of Green Bonds, JP Morgan

12.00

Mini case-studies: Going beyond the 'G'

Hear from three different types of investors on how they integrate environmental and social considerations into their fixed income portfolio, followed by a Q&A

  • Analysing corporate issuer environmental and social risk
  • Asset owner 'E' and 'S' considerations in fixed income asset manager selection

Speakers:
Claire Curtin, Head of ESG, Pension Protection Fund

12.40

Fireside chat: Are green bonds changing issuer behaviour?

12.40

Fireside chat: Managing ESG risks in sovereign bonds

13.00

LUNCH

Interactive lunch session: How to drive progress in impact reporting

Confirmed participants:
Inês Faden da Silva, Treasurer, Tideway London
Björn Bergstrand, Head of Sustainability, Kommuninvest
Christoph Klein, Managing Partner, ESG Portfolio Management
Johanna Köb
, Head of Responsible Investment, Zurich Insurance

 Green, social and sustainability bonds Fixed Income & ESG

14.00

Panel: Expanding the thematic bond universe

  • Growth expectation for social and sustainability bonds
  • The future of blue bonds

Speakers:
Yo Takatsuki, Head of ESG Research and Active Ownership, AXA Investment Management
TBC, Snam

Moderator: Natalie Mordi-Hillaert, ESG Debt capital Markets, STFI Origination, BAML

14.00

Panel: The future of bondholder engagement

  • Triggers for engagement
  • Investor examples: how did they do it, how long did it take? What were the end results and what could have been done differently?
  • Engagement trends and challenges
  • Engagement in sovereign bonds

14.40

Presentation: Pricing trends and expectations

Speakers:
Robert Vielhaber
, Sustainability Bond Origination (DCM), UniCredit Bank

14.40

Presentation: ESG in private debt

15.00

Panel: Driving progress in impact reporting - workshop results and Q&A

Moderator: Societe Generale

15.00

Panel: Rating agencies and ESG - what's next

Speakers:
Michael Wilkins
, Managing Director, Head of Sustainable Finance, Corporate & Infrastructure Ratings, S&P Global

Moderator: Carmen Nuzzo, Senior Consultant, Credit Ratings Initiative, PRI

15.35

NETWORKING BREAK

15.50

Presentation: Bonds and buildings

  • Opportunities and challenges for green covered bonds -- do they attract mainstream investors? 
  • Covered bond growth - is the trend here to stay or a result of market volatility?
  • Initiatives to boost green buildings and mortgages in Europe

16.10

Case study: The outlook for the world’s biggest green bond fund

16.35

Panel: Fixed Income investing to meet the SDGs

  • SDG opportunities for fixed income investors
  • Thematic bonds - are SDG bonds a growing market?
  • SDG reporting and impact assessment challenges

Speakers:
Kristofer Dreiman, Head of Responsible Investments, Lansforsakringar
Jason Channell, Head of ESG, Citi Global Insights
Alessandro Canta, Head of Finance & Insurance, Enel

Moderator: Philip Brown, Head of Sustainable Capital Markets, Citi

17.10

End of conference