Investing in the net zero transition
Held 23 May 2023 | 9:00 – 18:30 | Convene, 22 Bishopsgate London EC2N 4BQ
However, while everybody is talking about climate investing, fewer know how to do it. At CFA UK’s Climate Conference ‘Investing in the net zero transition’, leading experts shared their experiences of working in the field, the challenges they are facing, and what they are doing to deliver positive returns for their clients and a positive future for the planet.
Talks from ‘Investing in the net zero transition’ are now available on Professional Learning. Sample some of the available resources via the links in the accordions, and develop your climate skills and knowledge today.
Programme
9:00 - 9:45 - The investment opportunities and threats arising from the renewables supercycle
| Time | Session | Speaker |
| 9:00 - 9:05 | Welcoming remarks |
Fraser Lundie, CFA, Head of Fixed Income, Public Markets, Federated Hermes and Chair, CFA UK Sustainability Committee |
| 9:05 - 9:45 | The investment opportunities and threats arising from the renewables supercycle |
Kingsmill Bond, CFA, Energy Strategist, RMI
Moderator: Natasha Landell-Mills, Partner, Head of Stewardship, Sarasin & Partners |
9:45 - 11:00 - The future of climate investment
| Time | Session | Speakers |
| 9:45 - 10:45 | The future of climate investment |
Billy Suid, CFA, Head of Climate Risk, Barclays and Chair Climate Finance Risk Forum Stephanie Maier, Global Head of Sustainable and Impact Investment, Global Asset Management Ingrid Holmes, Executive Director, Green Finance Institute Mahesh Roy, Investor Practices Programme Director, IIGCC
Casey Dwyer, Partner, Portfolio Manager, and Head of Research, Andurand Capital Ian Simm, Founder & CEO, Impax Asset Management Group plc Moderator: David Hickey, CFA, UK Head of Sustainability, BlackRock |
11:00- 11:50 - 'How to' Stream one
|
Listed Equity |
Asset Classes | Product and People |
| Investing in climate solutions | Fixed Income climate investing | Climate product development |
| How to drive climate solutions through public equity markets | Fixed Income climate analysis, valuation, portfolio construction and management | Developing and managing climate product during policy and regulatory change |
|
Speaker: Freddie Woolfe, Global Sustainable Equities Analyst, Jupiter Asset Management Moderator: Sylvia Solomon, ASIP, CFA UK Board Member |
Speaker: Giulia Pellegrini, MD & Portfolio Manager - EMD & ESG, Allianz Global Investors Moderator: Fabrizio Palmucci, Senior Advisor, Climate Bonds Initiative |
Speaker: Sam Tripuraneni, Head of Sustainable Investing, Aviva Investors Moderator: Anoushka Babbar, Head of Sustainable Investment Index Policy, FTSE Russell |
12:00 - 12:50 - 'How to' Stream two
|
Listed Equity |
Asset Classes | Product and People |
| Listed equity investing in climate incumbents | Fixed Income stewardship | Climate product development |
| How to assess and support investments in companies that are navigating the transition | How best to encourage the climate transition to sovereigns and credit | How to select the right frameworks, pathways indices and benchmarks and the implications of doing so |
|
Speaker: John Teahan, CFA, Partner, Portfolio Manager, Redwheel Moderator: Adam Forsyth, Head of Longspur Research, Longspur |
Speaker: Graham Stock, Partner, Senior EM Sovereign Strategist, Emerging Markets RBC BlueBay Asset Management Moderator: Maria Lombardo, Head of Global ESG Advisory team, Sustainable Finance, Standard Chartered Bank
|
Speaker: Vishal Hindocha, CFA, Senior MD & Global Head, Sustainability Strategy, MFS Investment Management Moderator: Graham Cook, Responsible Investment Strategy Lead (Public Markets), Pheonix
|
14:00 - 14:50 - 'How to' Stream three
|
Listed Equity |
Asset Classes | Product and People |
| What makes science-based net zero investment “science-based”? | Using real assets to deliver climate impact | Client communication |
| What makes science-based net zero investment “science-based”? | Real assets (property, infrastructure), analysis valuation, portfolio construction and management | Challenges and solutions in meeting clients' reporting needs - the Dos and Don'ts |
|
Speaker: Robert Hall, Associate Director - ESG, Impact and Innovation, Real Estate, Hermes Investment
Moderator: Natalie Gregoire-Skeete, CFA, UK Financial Services Sustainable Finance Markets Lead, EY |
Speaker: Nina Reid, Head of Sustainable Ownership, M&G Investments Moderator: Monica Filkova, CFA, Head of Climate and Nature Investment Risk, Chief Investment Office, Aviva |
Speaker: Michael Marshall, Head of Sustainability - Private & Alternative Assets, Railpen Moderator: Mili Fomicov, Climate and Equity Strategy - Andurand Climate and Energy Transition Fund, Andurand Capital Management |
15:00 - 15:45 - 'How to' Stream four
|
Listed Equity |
Asset Classes | Product and People |
| Collaborative stewardship | Private markets | The right team and structure |
| How to work with other investors/ groups to make your voice heard | How to integrate net zero considerations into private equity and debt investment (unavailable) | How to position climate in your investment team and how to source the right skills |
|
Speaker: Valeria Piani, Head of Stewardship, Phoenix Group Moderator: Paul Lee, Head of Stewardship and Sustainable Investment Strategy, Redington |
Speaker: Holly Turner, Climate Specialist, Schroders Capital Moderator: Jim Totty, Managing Director, Viridis Capital |
Speaker: Nick Stansbury, Head of Climate Solutions, Legal & General Moderator: Emma Penny, Client Director - Investment Management – EMEA, Acre |
16:00 - 17:00 - Panel discussion: Climate investing – what’s going well, what’s going badly and how can we accelerate the transition to net zero?
| Time | Session | Speakers |
| 16:00 - 17:00 | Panel discussion: Climate investing – what’s going well, what’s going badly and how can we accelerate the transition to net zero? |
Faith Ward, Chief Responsible Investment Officer for Brunel Pension Partnership and Chair of the Institutional Investors Group on Climate Change (IIGCC) Adam Matthews, Chief Responsible Investment Officer (CRIO) Church of England Pensions Board, Chair Transition Pathway Initiative (TPI) Ben Yeoh, Senior Portfolio Manager, Global Equities, RBC Global Asset Management Clara Barby, CBE, Senior Partner, Just Climate Jess Foulds, ESG Strategy Director, Aviva Investors Tim Rowe, Manager - Sustainable Finance, FCA |