Agenda

Agenda

The Principles of ESG Investing - Agenda

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Live virtual course | Below agenda timing is in BST.

Respective time in EST:

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

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14:0015:00

An introduction to responsible investing

14:00 - 15:00

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

  • Understanding the main aims of ESG

  • Emergence of biodiversity as an ESG risk 

  • Distinguishing the risks and opportunities associated 

  • Current trends in the ESG market

Vicki Benjamin

Chief executive officer

Karner Blue Capital

Vicki Benjamin is Co-Founder and CEO of Karner Blue Capital, a socially responsible investment firm building innovative investment strategies dedicated to protecting the planet’s biodiversity, fostering environmental stewardship and improving animal welfare around the globe. As CEO, she helps investors drive portfolios of change, providing timely thought leadership, utilizing Karner Blue’s research platform to identify companies that are leading the transformation towards sustainability and offering investors an opportunity to invest in the companies of tomorrow—today. With over 25 years of experience in the financial sector, Vicki has long worked at the intersection of finance and environmental sustainability, growing her passion for using finance to solve some of the world’s most pressing environmental and social issues. Prior to co-founding Karner Blue Capital in 2018, she led Calvert Investments, one of the largest responsible investment companies in the United States, first as chief operating officer, then as President and acted as a Senior Partner at KPMG International, one of the world’s Big Four accounting organizations. Vicki received her bachelor’s degree from the University of New Hampshire and an M.B.A from Bentley University McCallum Graduate School of Business. She currently lives in Bethesda, Maryland with her two daughters and her dogs.

15:0015:15

Break

15:00 - 15:15

15:1516:15

ESG in financial services’: regulation, supervision, and reporting

15:15 - 16:15

  • Regulatory guidance
    • ESG in business models, governance, risk management
  • ESG in supervision
    • BIS, NGFS and developments worldwide; ECB’s climate risk guide 
  • ESG reporting trends
    • International frameworks
    • The issue of ‘green washing’
    • Developments in ESG reporting requirements worldwide
    • EU specific:  NFRD, SFDR, ESG in pillar 3 disclosures and the EU taxonomy 
Monica Rebreanu

Founder

IMPACTplus

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. 

14:0015:00

The effect of climate risk

14:00 - 15:00

  • Approaching climate risk from an E,S and G standpoint

  • Adapting investment strategies to the effects of climate change

    • Building a portfolio that incorporates a low-carbon economy

    • Integrating climate transition risk 

    • Dedicating and prioritising ESG portfolios

  • Scenario analysis to understand the climate impact on portfolios

  • Analysing the long-term effects of climate risk

Maria Lombardo

Head of ESG client strategies EMEA

Invesco

Maria Lombardo is the European Head of ESG Client Strategies at Invesco. Maria has more than 25 years’ experience, serving as a manager director in investment banking and equity capital markets. In recent years Maria followed her passion for sustainability and became an expert in responsible investing and sustainable finance. Maria joined Invesco in 2018 from CDP, the environmental disclosure not-for-profit organisation, where she was global coordinator of their investor initiative group.

Maria spent most of her earlier career as an investment analyst in corporate finance and private equity, with Lazard in Milan and then British Development Finance Institution CDC Group in London. Maria worked on investment projects in Africa, South America and India, extensively travelling around the poorest countries in the world, assessing investment opportunities. She was involved in agribusiness and infrastructural investments in Ecuador, Ivory Coast, India and Uganda among others, dealing with various types of investments from loans to private equities.

From the late nineties, Maria progressed into capital markets in sales and relationship management for emerging market equities, with prominent European investment banks UBS, Sberbank and Unicredit, where she was a Managing Director, heading the emerging market equity group.

Maria graduated from Bocconi University in Milan and holds a certificate in Responsible Investing at the Cambridge Institute of Sustainability Leadership and a CEMS MBA at UCLL in Brussels and Bocconi. She is a board of director at the London Women’s Forum, an investor members organisation promoting women’s careers in finance.

 

15:0015:15

Break

15:00 - 15:15

15:1516:15

Integrating ESG into investment strategies

15:15 - 16:15

  • Using ESG practices as a risk management tool 

  • Pre-analysis integration in investment strategies

  • Is there an ESG bubble?

  • Differences between qualitative vs. quantitative analysis techniques

  • Developing successful integration frameworks 

Christian McCormick

Director, senior product and sustainability specialist

Allianz global investors

Christian McCormicks' primary role is as a senior product specialist for the firm’s flagship multi-factor quant platform and for the firm’s China equity platform. 

Mr. McCormick also serves as the Senior Sustainability Specialist in the US, working with retail and institutional investors on ESG education, asset allocation considerations, and research. He has presented at numerous industry conferences, written several white papers, and is a frequent investment resource and guest across multiple media platforms, including Bloomberg and CNBC on the topic of Sustainable Investing. 

Mr. McCormick was previously a managing director at quant firm INTECH, where he had client relationship and product-specialist responsibilities. Before that, he was an investment consultant for Meketa Investment Group. He has 21 years of investment industry experience. Mr. McCormick has a B.A. in Business Administration and Russian Studies from Principia College in Illinois and is a CFA charterholder.

14:0015:00

ESG engagement in corporate culture

14:00 - 15:00

  • How ESG engagement creates value for both investors and companies

  • Promoting and managing ESG engagement to influence corporate behaviour

  • How can investors influence companies strategy

  • Proxy voting 

  • Creating successful engagement programmes 

    • What criteria to adopt 

    • Tailoring strategies to specific companies

Karin Bouwmeester

Sustainability manager

ABN AMRO Private Bank

Karin Bouwmeester joined ABN AMRO private bank as a sustainability manager in January 2019.

In this role she is responsible for integrating ESG and sustainability in the internal processes and in the offering of products and services to clients. She has a leading role in defining the internal criteria for ESG and impact investing, the engagement program and internal and external non-financial impact reporting.

15:0015:15

Break

15:00 - 15:15

15:1516:15

The role of impact investing

15:15 - 16:15

  • Characteristics of impact investing

  • Impact vs. ESG vs. SRI − how do they differ?

  • How to assess and manage the impact of the investing

  • Defining the type of impact investment

    • Concessionary

    • Non-concessionary

Andrea Marmolejo

Managing partner

BlueTopaz Advisors

Andrea Marmolejo is an impact investing and sustainability expert, founder and Managing Partner at Blue Topaz Capital, where she advises clients on their impact investing and ESG strategies.

She develops bespoke purpose-led financial products for impact investors, advises on and implements ESG and engagement policies and integration, and advises Fortune 500 corporations on aligning their corporate and social innovation strategy with SDGs (Sustainable Development
Goals). Throughout her career, Andrea set up and managed thematic investment funds, managed private equity and hedge fund portfolios for funds such as Regency Capital and Caxton Associates, and advised DFID and the World Bank on their impact investing strategy in South Asia and East Africa.

Prior to her investment roles, Andrea was Head of Latin American Utilities Research at Goldman Sachs and a strategy consultant at McKinsey&Co. Andrea is
a Harvard MPA, and she serves as board member and Trustee at Frontline Aids and Reall, as member of the Investment Committee at the Lankelly Chase Foundation and Oxfam EDP, and as member of the Sustainable Investment Committee at Handelsbanken Wealth and Asset Management.

14:0015:00

Data and materiality

14:00 - 15:00

  • Defining materiality

    • Measuring

    • Standardising 

    • Analysis

  • Interpreting and translating the data into financial impact

  • Involving clients in the discussion 

  • Limitations of data today

  • How can smaller companies attract green investors? 

  • Developments in ESG scoring and ratings

Ita Demyttenaere

Associate director

Sustainalytics

Ita is an Associate Director in Sustainalytics’ Client Relations team, advising clients on their use of Sustainalytics’ products and on integrating ESG considerations into their investment processes. Since joining Sustainalytics in 2014, Ita has worked with several large financial institutions in both the Benelux and Nordics, across all business lines from asset managers to lending departments. Prior to joining Sustainalytics, Ita worked for several financial institutions including Deutsche Bank and Euroclear in both operational and commercial roles. Ita is a CFA Charterholder and holds a master’s degree in International Relations and Finance from the University of Amsterdam.

15:0015:15

Break

15:00 - 15:15

15:1516:15

Developing ESG and sustainable investing

15:15 - 16:15

  • Understanding the drivers of growth in the ESG investing market
  • Potential risks and pitfalls in the path to mainstream
  • Alternative sources of data and evolving disclosure
  • The effect of increased ESG strategy complexity in an increasingly regulated environment
  • How geopolitical issues will affect ESG investment strategies
Brunno Maradei

Global head of responsible investment

Aegon Asset Management

Brunno Maradei is the Global Head of Responsible Investment at Aegon Asset Management. Prior to this role he was a Senior Investment Officer at the European Investment Bank, working mostly on structured finance for infrastructure projects in Africa.  

Brunno has worked in the finance industry for over 20 years, starting in Morgan Stanley’s risk management practice  in London and subsequently moving to JPMorgan.  Brunno spent over three years in the leadership team at EIRIS, a leading ESG research house in London, and over eight years in the World Bank Group in Washington, where he developed sustainable investment products for emerging markets and structured blended finance for renewable energy projects in Africa.

Brunno also spent two years advising the European Commission on blended finance for development impact.  Brunno is a CFA charterholder, holds an MBA from London Business School and a BSc (Econ) from the London School of Economics.