Agenda

8.50

Opening remarks

Speakers:

Sir Roger Gifford, Chairman, Green Finance Initiative
Peter Cripps, Editor, Environmental Finance

9.00

PANEL: Task Force on Climate-related Financial Disclosure – the route to implementation

Progress since recommendations were announced
Early movers – who are reporting in line with TCFD?
Implementation plans
Are voluntary requirements the way to go – what are the benefits and why not go mandatory?

Speakers:

Diandra Soobiah, Head of Responsible Investment, NEST
Ian Simm, CEO, Impax Asset Management
Mardi McBrien, Managing Director, Climate Disclosure Standards Board (CDSB)
David Russell, Head of Responsible Investment, USS Investment Management

Moderator: Sir Roger Gifford, Chairman, Green Finance Initiative

10.00

EU Sustainable Finance Action Plan: the investor view

Speakers:

Thomas Tayler, Senior Counsel, Aviva Investors
Rachel Ward, Head of Policy, IIGCC

Moderator: Richard Mattison, CEO, Trucost

10.30

NETWORKING BREAK

11.00

Asset Owner Keynote

Speaker: Carl Cederberg, CEO, Church of Sweden Pension Fund

11.30

Audience Poll

Morning Session

Listed Equities	Private Equity
11.40 PANEL: The passive investment drive and low-carbon How can passive investors manage carbon and climate risk? What is driving the increase in low-carbon and ESG indexes? Performance of climate-aligned indexes The rise of smart beta Innovation in indexes How can passive investors engage with corporates? Speakers: Boyan Filev, Co-Head of Quantitative Equities, Aberdeen Standard Investments Aled Jones, Head of Sustainable Investment, Europe, FTSE Russell Carl Cederberg, CEO, Church of Sweden Pension Fund Moderator: Cecilia Cisana, Director of Client Relations, Sustainalytics	11.40 PANEL: How GPs are managing climate and ESG considerations Is ESG climbing the agenda of GPs? Considering environmental and sustainability in due diligence, investment stage and post investment – practical solutions Challenges for GPs – what could help increase the importance of climate and ESG in the private equity space? Examples of successful considerations/management of environmental risks Speakers: Alex Scott, Partner, Pantheon Ventures Graeme Ardus, Head of ESG, Triton Partners George Potts, Investment Director, NorthEdge Capital Moderator: Michael Hurley, Staff Writer, Environmental Finance
12.25 PANEL: Investor climate goals – and how to achieve them A raft of investors have established climate, coal divestment and sustainable investing goals to spur a transition within their businesses towards more responsible investing practices. What do such goals actually mean in practice for asset owners? Are they meaningful? The panellists will explain the rationale behind their targets; how their organisations go about achieving them; progress made so far and challenges faced in meeting the goals. The panellists will also discuss the importance of industry-led initiatives such as the Portfolio Decarbonization Coalition and give their views on goals set by the corporates they might invest in and the importance of initiatives such as RE100 and B-Corps. Speakers: Adam Matthews, Co-Chair of the Transition Pathway Initiative (TPI), Head of Engagement of the Church Commissioners and Church of England Pensions Board Matthew Smith, Head of Sustainable Investment, Storebrand Asset Management Lise Moret, Head of Climate Strategy and Sustainability Standards, AXA Investment Managers Moderator: David Lunsford, Head of Development & Co-Founder, Carbon Delta	12.25 PANEL: The role of LPs in shaping the market A panel of LPs giving their view on the importance of ESG in their PE investments. Does ESG/sustainability credentials impact your GP selections? What changes are you seeing in how the industry is responding to climate risk? Speakers: Jaakko Kiander, Chief communications officer and former CFO, Ilmarinen Mutual Pension Insurance Company Kate Archer, Associate Infrastructure, GRESB Owen Thorne, Portfolio Manager – Monitoring & Responsible Investment, Merseyside Pension Fun Moderator: Patricia Hamzahee, Founder, Principal Consultant, Integriti Capital

Listed Equities

Private Equity

11.40

PANEL: The passive investment drive and low-carbon

How can passive investors manage carbon and climate risk?
What is driving the increase in low-carbon and ESG indexes?
Performance of climate-aligned indexes
The rise of smart beta
Innovation in indexes
How can passive investors engage with corporates?

Speakers:

Boyan Filev, Co-Head of Quantitative Equities, Aberdeen Standard Investments
Aled Jones, Head of Sustainable Investment, Europe, FTSE Russell
Carl Cederberg, CEO, Church of Sweden Pension Fund

Moderator: Cecilia Cisana, Director of Client Relations, Sustainalytics

11.40

PANEL: How GPs are managing climate and ESG considerations

Is ESG climbing the agenda of GPs?
Considering environmental and sustainability in due diligence, investment stage and post investment – practical solutions
Challenges for GPs – what could help increase the importance of climate and ESG in the private equity space?
Examples of successful considerations/management of environmental risks

Speakers:

Alex Scott, Partner, Pantheon Ventures
Graeme Ardus, Head of ESG, Triton Partners
George Potts, Investment Director, NorthEdge Capital

Moderator: Michael Hurley, Staff Writer, Environmental Finance

12.25

PANEL: Investor climate goals – and how to achieve them

A raft of investors have established climate, coal divestment and sustainable investing goals to spur a transition within their businesses towards more responsible investing practices. What do such goals actually mean in practice for asset owners? Are they meaningful? The panellists will explain the rationale behind their targets; how their organisations go about achieving them; progress made so far and challenges faced in meeting the goals. The panellists will also discuss the importance of industry-led initiatives such as the Portfolio Decarbonization Coalition and give their views on goals set by the corporates they might invest in and the importance of initiatives such as RE100 and B-Corps.

Speakers:

Adam Matthews, Co-Chair of the Transition Pathway Initiative (TPI), Head of Engagement of the Church Commissioners and Church of England Pensions Board
Matthew Smith, Head of Sustainable Investment, Storebrand Asset Management
Lise Moret, Head of Climate Strategy and Sustainability Standards, AXA Investment Managers

Moderator: David Lunsford, Head of Development & Co-Founder, Carbon Delta

12.25

PANEL: The role of LPs in shaping the market

A panel of LPs giving their view on the importance of ESG in their PE investments.

Does ESG/sustainability credentials impact your GP selections?
What changes are you seeing in how the industry is responding to climate risk?

Speakers:

Jaakko Kiander, Chief communications officer and former CFO, Ilmarinen Mutual Pension Insurance Company
Kate Archer, Associate Infrastructure, GRESB
Owen Thorne, Portfolio Manager – Monitoring & Responsible Investment, Merseyside Pension Fun

Moderator: Patricia Hamzahee, Founder, Principal Consultant, Integriti Capital

13.10

LUNCH

Afternoon Session

Listed Equities	Private Equity
14.15 PANEL: Integrating 'E' into investor mandates What are the first steps asset owners can take to integrate climate-related risks and opportunities into their mandates Examples of how asset owners integrate climate and environment into existing mandates and/or create new mandates Different approaches to integration Manager selection Reviewing and reporting on climate and ESG integration Are asset owners' sustainability policies triggering a change in strategic asset allocation? Speakers: Michael Marshall, Director of Responsible Investment & Engagement, LGPS Central Amelia Tan, Director, Sustainable Investing Team, BlackRock Dawn Turner, CEO, Brunel Pension Partnership Moderator: Stuart Doole, Global Head of New Product Development Index Research, MSCI	14.15 PANEL: Regulatory and legal aspects of integrating ESG into private equity How is the regulatory environment putting pressure on PE firms to define and manage their ESG risks? What more can be done in terms of regulation to drive climate and ESG-aligned PE investments? How are PE investors responding to the TCFD? EU Sustainable Finance Action plan – how will the planned green taxonomies and the prospect of low-carbon benchmarks and fund labels impact PE investors? Speakers: James Burdett, Co-Chair, Global Funds Group, Baker & McKenzie Marc Guyot, Head of ESG, LBO France Alison Hampton, Founder, Alma Verde Advisors Moderator: Phil Case, Director, PwC
15.00 PANEL: ESG data and measuring impact – progress and what's next? How has the drive from investors to measure impact evolved over the past 12 months? And are companies responding to increased pressure from asset managers to report on their impact? 2C target and SDG-aligned data and investments Availability of data and transparency in listed equities Challenges in measuring impact The next generation of ESG and climate data – what is the role of big data and tech? Speakers: Tegwen Le Berthe, Senior Equity Investment Specialist, Head of ESG Development, CPR Asset Management Aine Kelly, Non Executive Director, Impax Environmental Market Sian Ferguson, Trust Executive, Ashden Trust, Mark Leonard Trust and JJ Charitable Trust Moderator: Sarika Goel, Responsible Investmemt Consultant, Mercer	15.00 PANEL: Private equity backed ESG solutions and their future How are specialist low-carbon and climate-aligned funds performing and what is demand like from LPs? Mini case studies of green PE investments Going beyond renewables and energy efficiency – what are the opportunities in green transport and buildings; resource efficiency and recycling and green software and tech solutions Speaker: Alvar de Wolff, Director, CSR, Bregal Investments Jim Totty, Managing Partner, Sustainable Technology Investors Peter Bachmann, Director, Scottish Equity Partners Moderator: Guy Turner, Founder, Trove Research

Listed Equities

Private Equity

14.15

PANEL: Integrating 'E' into investor mandates

What are the first steps asset owners can take to integrate climate-related risks and opportunities into their mandates
Examples of how asset owners integrate climate and environment into existing mandates and/or create new mandates
Different approaches to integration
Manager selection
Reviewing and reporting on climate and ESG integration
Are asset owners' sustainability policies triggering a change in strategic asset allocation?

Speakers:

Michael Marshall, Director of Responsible Investment & Engagement, LGPS Central
Amelia Tan, Director, Sustainable Investing Team, BlackRock
Dawn Turner, CEO, Brunel Pension Partnership
Moderator: Stuart Doole, Global Head of New Product Development Index Research, MSCI

14.15

PANEL: Regulatory and legal aspects of integrating ESG into private equity

How is the regulatory environment putting pressure on PE firms to define and manage their ESG risks?

What more can be done in terms of regulation to drive climate and ESG-aligned PE investments?
How are PE investors responding to the TCFD?
EU Sustainable Finance Action plan – how will the planned green taxonomies and the prospect of low-carbon benchmarks and fund labels impact PE investors?

Speakers:

James Burdett, Co-Chair, Global Funds Group, Baker & McKenzie
Marc Guyot, Head of ESG, LBO France
Alison Hampton, Founder, Alma Verde Advisors
Moderator: Phil Case, Director, PwC

15.00

PANEL: ESG data and measuring impact – progress and what's next?

How has the drive from investors to measure impact evolved over the past 12 months? And are companies responding to increased pressure from asset managers to report on their impact?
2C target and SDG-aligned data and investments
Availability of data and transparency in listed equities
Challenges in measuring impact
The next generation of ESG and climate data – what is the role of big data and tech?

Speakers:

Tegwen Le Berthe, Senior Equity Investment Specialist, Head of ESG Development, CPR Asset Management
Aine Kelly, Non Executive Director, Impax Environmental Market
Sian Ferguson, Trust Executive, Ashden Trust, Mark Leonard Trust and JJ Charitable Trust

Moderator: Sarika Goel, Responsible Investmemt Consultant, Mercer

15.00

PANEL: Private equity backed ESG solutions and their future

How are specialist low-carbon and climate-aligned funds performing and what is demand like from LPs?
Mini case studies of green PE investments
Going beyond renewables and energy efficiency – what are the opportunities in green transport and buildings; resource efficiency and recycling and green software and tech solutions

Speaker:

Alvar de Wolff, Director, CSR, Bregal Investments
Jim Totty, Managing Partner, Sustainable Technology Investors
Peter Bachmann, Director, Scottish Equity Partners

Moderator: Guy Turner, Founder, Trove Research

15.45

NETWORKING BREAK

JOINT AFTERNOON SESSIONS:

16:05

KEYNOTE: The role of fintech in advancing climate and sustainability goals

Speaker: Manjula Lee, Founder and CEO, World Wide Generation

16.25

PANEL: Building on the legacy of Tessa Tennant: Expanding the universe of green investments

Tessa Tennant was a true pioneer of responsible investment and co-founded the UK's first green investment fund in 1988. She played a major role in a raft of climate and ESG initiatives in the investor and business community and this panel will bring together a group of high-profile speakers to discuss her legacy and how to build on it going forward. Discussion points will include:

What are the key drivers of green and sustainable investment today and how are they expected to change in the next 5-10 years?
A majority of green and climate-aligned equity investments are made in the energy sector – how do we broaden out more rapidly to other parts of the economy?
The importance and progress in financing nationally determined contributions (NDCs)
The Ecology Fund co-founded by Tessa was a groundbreaking new product at its launch - what new products do investors need today in order to allocate their capital in line with the 2C goal and SDGs?
Where is the responsible investment industry heading and who will be considered a responsible investor in 10 years? How deep will sustainability and climate really be integrated into investment portfolios?

Speakers:

Tom Burke, Chairman, E3G
Mark Campanale, Founder & Executive Director, Carbon Tracker Initiative
Sian Ferguson, Trust Executive, Ashden Trust, Mark Leonard Trust and JJ Charitable Trust
Kirsty Hamilton, Associate Fellow, Energy, Environment and Resources, Chatham House
Charlie Thomas, Manager, Jupiter Ecology Fund

Moderator: Peter Cripps, Editor, Environmental Finance

17.10

END OF CONFERENCE