Agenda

Agenda

ESG Lending and Investing - Agenda

**************************************************
Live virtual course | Below agenda timing is in GMT

Respective time in EST:

Start: 2pm GMT / 9am EST
Break: 3pm GMT / 10am EST
End: 4.15pm GMT / 11.15am EST

**************************************************

14:0015:00

An introduction to sustainable finance and ESG data

14:00 - 15:00

  • The E, the S, and the G− defining the concepts

  • Climate change, biodiversity, human and social considerations 

  • The UN sustainable development goals and the EU sustainable finance action plan

  • ESG data: drivers of data needs, major gaps, FOSDA and other initiatives 

    • Infrastructure: tactical and strategic views, considerations for banks versus institutional investors 

  • ESG ratings landscape and current dispersion: the example of physical risk scores

Monica Rebreanu

Founder & course tutor

IMPACTplus | Sustainable Finance & Innovation

Monica Rebreanu is the founder of IMPACTplus | Catalysts in Sustainable Finance, a consultancy that assists financial institutions’ Risk and Finance functions implement environmental and sustainability-related regulatory and supervisory expectations. 

Prior creating IMPACTplus, Monica was a consultant with PwC New York and Brussels and EY Paris.  Post the 2007-08 crisis, she assisted top-tier financial institutions strengthen their financial reporting and risk management practices.

Monica is an active member of the Global Association of Risk Professionals, a CFA charterholder and member of the ESG Committee of the CFA Society France. 

15:0015:15

Break

15:00 - 15:15

15:1516:15

Green and sustainable financial markets

15:15 - 16:15

  • Definitions, examples of green & sustainable financial products and market trends 

  • Standards for green & sustainable instruments (e.g., ICMA, labels) 

  • The issue of greenwashing and the importance of disclosures 

  • Regulatory developments worldwide and the EU (i.e., overview of EU green bonds standards and the EU taxonomy) 

Monica Rebreanu

Founder & course tutor

IMPACTplus | Sustainable Finance & Innovation

Monica Rebreanu is the founder of IMPACTplus | Catalysts in Sustainable Finance, a consultancy that assists financial institutions’ Risk and Finance functions implement environmental and sustainability-related regulatory and supervisory expectations. 

Prior creating IMPACTplus, Monica was a consultant with PwC New York and Brussels and EY Paris.  Post the 2007-08 crisis, she assisted top-tier financial institutions strengthen their financial reporting and risk management practices.

Monica is an active member of the Global Association of Risk Professionals, a CFA charterholder and member of the ESG Committee of the CFA Society France. 

Farnam Bidgoli

Head of ESG solutions

HSBC

14:0015:00

Net Zero and portfolio decarbonisation

14:00 - 15:00

  • The role of investment portfolios in fighting climate change

  • Net-Zero portfolio initiatives 

  • Achieving carbon-neutrality in practice: company engagement, sectoral policies, science-based targets 

  • Assessing the effects of climate change on portfolios – i.e., valuation considerations 

  • Assessing the effects of portfolios and  (implied temperature or warming potential)

Monica Rebreanu

Founder & course tutor

IMPACTplus | Sustainable Finance & Innovation

Monica Rebreanu is the founder of IMPACTplus | Catalysts in Sustainable Finance, a consultancy that assists financial institutions’ Risk and Finance functions implement environmental and sustainability-related regulatory and supervisory expectations. 

Prior creating IMPACTplus, Monica was a consultant with PwC New York and Brussels and EY Paris.  Post the 2007-08 crisis, she assisted top-tier financial institutions strengthen their financial reporting and risk management practices.

Monica is an active member of the Global Association of Risk Professionals, a CFA charterholder and member of the ESG Committee of the CFA Society France. 

Michele Lacroix

Head of group investment risk & sustainability

SCOR

Jean-Francois Coppenolle

Head of credit and sustainability risk

Aviva plc

Jean-Francois Coppenolle works as a Head of Credit and Sustainability risk at Aviva plc. Jean-Francois has been leading on climate related Financial disclosures and ESG work. He project managed Aviva’s divestment from the tobacco sector (a £1.2bn divestment). For the last four years, he has authored the Aviva France ESG and Climate report (against Article 173 of the French Energy Transition Law), which was identified as an example of industry best practice and won the International Climate Reporting Awards in 2019.

He also led several other relevant climate-risk related initiatives within Aviva, notably in terms of taxonomy and metrics as well as the TCFD scenario modelling and transition risk assessment workstream. He was a key contributor of the UNEP FI pilot project on implementing the TCFD recommendations for asset owners. He also acted a Vice Chair for the EFRAG Climate Reporting lab.

As credit analyst and a former external auditor, he has developed an extensive knowledge of best practices in terms of both financial and non-financial corporate reporting. Jean-Francois hold two Masters’ degree: one from Edhec Business School and one from Institut d’Etudes Politiques (Sciences Po).

15:0015:15

Break

15:00 - 15:15

15:1516:15

Climate change in financial institutions' risk management & supervision

15:15 - 16:15

  • Climate change in banking regulation and supervision:  a tsunami of expectations and recommendations at international and EU level 

  • The EU / UK climate risk management guidelines   

  • The European Banking Authority (EBA)’s ESG risk management guidelines 

  • ESG in insurers’ regulations: risk management & disclosures guidelines  

Monica Rebreanu

Founder & course tutor

IMPACTplus | Sustainable Finance & Innovation

Monica Rebreanu is the founder of IMPACTplus | Catalysts in Sustainable Finance, a consultancy that assists financial institutions’ Risk and Finance functions implement environmental and sustainability-related regulatory and supervisory expectations. 

Prior creating IMPACTplus, Monica was a consultant with PwC New York and Brussels and EY Paris.  Post the 2007-08 crisis, she assisted top-tier financial institutions strengthen their financial reporting and risk management practices.

Monica is an active member of the Global Association of Risk Professionals, a CFA charterholder and member of the ESG Committee of the CFA Society France. 

Oliver Jakob

International chief risk officer

Mitsubishi UFJ

Oliver joined MUFG from UBS' Investment Bank, where he was the Global Head of Market Risk. Prior to UBS, Oliver held various risk management positions in New York and Toronto over the last 17 years. He started his career in Bankers Trust's Market Risk Department.

Oliver graduated from Karlsruhe University (Germany) with a diploma in Industrial Engineering. Oliver holds a CFA designation.

 

Marc Irubetagoyena

Head of group stress testing

BNP Paribas

14:0015:00

Integrating ESG into investment portfolios

15:15 - 16:15

  • ESG integration, SRI investing, SDG investing and impact investing: how do they differ? 

  • ESG portfolio construction approach 

  • Qualitative and quantitative considerations 

  • Evaluating and measuring ESG impact 

  • The importance of disclosures and engagement

Monica Rebreanu

Founder & course tutor

IMPACTplus | Sustainable Finance & Innovation

Monica Rebreanu is the founder of IMPACTplus | Catalysts in Sustainable Finance, a consultancy that assists financial institutions’ Risk and Finance functions implement environmental and sustainability-related regulatory and supervisory expectations. 

Prior creating IMPACTplus, Monica was a consultant with PwC New York and Brussels and EY Paris.  Post the 2007-08 crisis, she assisted top-tier financial institutions strengthen their financial reporting and risk management practices.

Monica is an active member of the Global Association of Risk Professionals, a CFA charterholder and member of the ESG Committee of the CFA Society France. 

Sasja Beslik

Managing director

Bank J. Safra Sarasin Ltd

15:0015:15

Break

15:00 - 15:15

15:1516:15

Climate change and sustainability disclosures

14:00 - 15:00

  • Panorama of carbon and sustainability reporting frameworks 

  • Task force for Climate/Nature-related Financial Disclosures (TCFD, TNFD) 

  • EU initiatives:  the EU taxonomy, the Corporate Sustainability Reporting Directive (CSRD), European Banking Authority’s ESG in Pillar 3 Disclosures, the Sustainable Finance Disclosure Regulation (SFDR) The US SEC’s ESG disclosures consultation 

  • International landscape: towards a common framework and set of indicators? 

Monica Rebreanu

Founder & course tutor

IMPACTplus | Sustainable Finance & Innovation

Monica Rebreanu is the founder of IMPACTplus | Catalysts in Sustainable Finance, a consultancy that assists financial institutions’ Risk and Finance functions implement environmental and sustainability-related regulatory and supervisory expectations. 

Prior creating IMPACTplus, Monica was a consultant with PwC New York and Brussels and EY Paris.  Post the 2007-08 crisis, she assisted top-tier financial institutions strengthen their financial reporting and risk management practices.

Monica is an active member of the Global Association of Risk Professionals, a CFA charterholder and member of the ESG Committee of the CFA Society France. 

View agenda in pdf format

Please fill in your details