Climate Conference 2023

Investing in the net zero transition

23 May 2023 | 9:00 – 18:30 | Convene, 22 Bishopsgate London EC2N 4BQ
Register

Please use this programme link on the day of the conference.

Incorporating climate into investment products and processes has moved from a ‘nice to have’ to a ‘need to have’. Everyone is talking about climate and investments, but few people really know how to do it.

The best way to learn is by hearing from the investment practitioners who are already meeting the challenge at CFA UK’s climate conference Investing in the net zero transition.

 

Why you should be at this event: 

Achieve your potential  

Much of the debate around climate investing centres around the ‘risk’ and leaves out ‘return’ - CFA UK’s conference resets that balance. Upskilling your knowledge on climate investing is a critical career move and this conference is designed to give you the insights you need to position yourself in the market. 

Enable a mindset change as a thought leader    

Investing in the net zero transition is going to require fundamental changes in individuals’ skills and the organisational frameworks within which they work. This is a pivotal moment so don’t get left behind. Join sessions to understand how you can identify where you need to act and how to collaborate successfully with other investors to make your voice heard.  

Learn how to successfully develop products 

Leading investment houses will share how they are managing the myriad regulatory requirements that are being put in place to develop products that will deliver for clients and can be successfully and safely managed. Hear direct from clients on what they think best practice in communication and reporting looks like and on how to select the right climate frameworks and benchmarks.

 

Build your network of climate contacts  

We all need an effective, informed network to help us keep up with developments, foresee market changes and understand best practice in climate integration. Network with fellow investment professionals to expand your network during conference breaks and in breakout sessions.

 

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

 
10:45 - 11:00  Break  

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: 

Abbie Llewellyn-Waters, Investment Manager, Global Sustainable Equities, Jupiter

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

  

Speaker:

Vishal Hindocha, CFA, Senior MD & Global Head, Sustainability Strategy, MFS Investment Management

Moderator: 

Graham Cook, Responsible Investment Strategy Lead (Public Markets), Pheonix

 


13:00 - 14:00 - Lunch

Enjoy a vegetarian lunch. 

If you need to take a call or check in on the office, we have dedicated call zones to give you privacy. 

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
  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 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: 

Christopher Kaminker, Deputy Head of Sustainable Investing, Blackrock

Moderator: 

Emma Penny, Client Director - Investment Management – EMEA, Acre

 
 15:45 - 16:00                        Break                                     

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 


17:00 - 18:30 - Networking reception

 Time   Session
17:00 - 18:30 Networking reception

Included in your ticket:

  • 6 hours of high quality CPD content
  • Meet 300+ investment professionals
  • Spaces for networking and business calls
  • Breakfast and lunch
  • Coffees, teas, soft drinks and snacks throughout the day
  • Wine, beer and soft drinks at our networking reception

Pricing: 

CFA UK Member £50 

Non-member £200