Sustainable Investing: Progress in practice

Speakers

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  Abbie Llewellyn-Waters
  Head of Sustainable Investing, Jupiter Asset Management

  Abbie is Head of Sustainable Investing and a Fund Manager at Jupiter Asset Management. Since joining Jupiter Asset Management in 2006, she has dedicated her investment career to sustainable investing, with her team building and designing a rigorous investment framework that embeds all stakeholders into fundamental stock analysis.

  Multi-award winning, Abbie has received recognition for her investment performance, her approach to ESG integration and her contribution to address the structural hurdles that women in investment face. She also collaborates on several industry initiatives including as an author for the CFA Institute on Climate and Investing certificate. She is an Ambassador for the Diversity Project and is a member of the 30% Club Investor Group. Abbie has a degree in Classics.

  
  
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  Dame Elizabeth Corley

  Elizabeth was previously at Merrill Lynch Investment Managers (formerly Mercury Asset Management), Coopers & Lybrand and Sun Alliance.  Elizabeth is active in representing the investment industry and developing standards within it.
  
  She is a non-executive director of Pearson plc, BAE Systems plc and Morgan Stanley Inc. 
  
  She is chair of the Impact Investing Institute; a director of the Green Finance Institute; serves on the investment committee of the Leverhulme Trust; is a member of the CFA Future of Finance Advisory Council, AQR Asset Management Institute, the Committee of 200 and the 300 Club.  
  
  As well as being a trustee of the British Museum, Elizabeth is a Fellow of the Royal Society of Arts and is also a published author of crime thrillers.  She was awarded a CBE in January 2015 and a DBE in June 2019 for services to the economy and financial services.
  
  In 2016 Elizabeth received an honorary doctorate from the London Institute of Banking and Finance (formerly the IFS University College) and in June 2019 she was made an honorary fellow of the London Business School.  
  

   
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  Richard Hatch
  Mining Equity Research

  Richard Hatch joined Berenberg’s Metals & Mining team in May 2018 and covers a range of stocks in the global diversified, base metals, PGM, diamond, royalty/streaming, gold/silver, mining services and mineral sands sectors. Richard has over 10 years’ experience in equity research, and joined Berenberg from RBC Capital Markets. Prior to this, Richard qualified as a chartered accountant with PKF (UK) LLP (now BDO), where he worked in both Audit and Advisory and Management Consultancy Services. He holds a BSc in Accounting with Law from the University of East Anglia.

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  Claudia Gollmeier, CFA
  Managing Director & Senior Investment Officer, Colchester Global Investors 

  Claudia is Managing Director of Colchester’s Singapore office and a Senior Investment Officer. She manages global and emerging bond portfolios and conducts ongoing fundamental economic and ESG research. Claudia held prior positions at UBS Reality investors and was a portfolio manager at Western Asset Management. She chairs the PRI Sovereign Debt Advisory Committee having previously been a member of the PRI Fixed Income Advisory Committee and chaired the PRI Sovereign Working Group. Claudia is a CFA charterholder and a Member of the CFA UK ESG Working Group, which developed the first professional ESG qualification and is also a Member of the CFA Institute ESG Verification Subcommittee.

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  Dr. Julian Kölbel  
  Economist and Environmental Scientist, Center for Sustainable Finance and Private Wealth (CSP), University of Zuric

  Dr. Julian Kölbel is an economist and environmental scientist at the Center for Sustainable Finance and Private Wealth (CSP) at the University of Zurich. His research covers the real-world impact of sustainable investing, analysis of environmental, social and governance (ESG) metrics, as well as the effects of climate change on risk and return. Julian has studied at ETH Zurich, the University of Oxford, and has worked as a Post-Doc at MIT Sloan. Professionally, he has worked at Bank Vontobel, RepRisk AG, and is currently a member of the investment committee at the Swiss pension fund Abendrot.

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  Jason Mitchell 
  Co-Head of Responsible Investment, Man Group

  Jason Mitchell is Co-Head of Responsible Investment at Man Group and co-chairs Man Group’s Stewardship and Active Ownership Committee. He has held this position since July 2018. 

  Jason worked at Man GLG from 2004 to 2008 as a portfolio manager. Between 2008 to 2010, he advised the UK government on infrastructure development across Sub-Saharan Africa. He returned to Man GLG in 2010 as a portfolio manager, before becoming a sustainability strategist across Man Group in 2017. Prior to Man GLG, he was a Vice President at Andor Capital Management and an investment research analyst with Pequot Capital Management. 

  Besides having managed environmental and sustainability strategies, he speaks and publishes widely on responsible investment. Jason’s articles and comments on sustainable investing have been quoted in a number of top-tier publications, including Institutional Investor, Wall Street Journal, CNBC Squawk Box, Responsible Investor, Aftenposten, Global Times, AIMA Journal and Investment Europe. He has written widely on the European refugee migrant crisis. He also hosts the award-winning podcast series, A Sustainable Future.

  Jason serves on the EFRAG (European Financial Reporting Advisory Group) Lab Steering Group, SASB (Sustainable Accounting Standards Board) Investor Advisory Group, the CFA Institute’s ESG Technical Committee, the Alternative Investment Manager Association’s (AIMA) Responsible Investment Committee and the United Nations-supported Principles for Responsible Investment (PRI) Academic Advisory Committee. He chaired the PRI Hedge Funds Advisory Committee from 2014 to 2018. He is a contributing author to: CFA UK’s Certificate in ESG Investing Textbook (Ed. 2, 2020); Responsible Investing: A Guide to Environmental, Social, and Governance Investments (Routledge: 2018); Sustainable Investing: Revolutions in Theory and Practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012).

  Jason holds a MSc in International Political Economy from the London School of Economics and a bachelor’s degree in English literature and classics. He is a Fellow of the Royal Society of the Arts and the British-American Project. He was named one of Institutional Investor’s 2011 Hedge Fund Rising Stars.

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  Natasha Landell-Mills, CFA
  Head of Stewardship, Sarasin & Partners

  Natasha joined Sarasin & Partners in 2013, where she oversees the firm’s stewardship activities. Specific areas of work include steering the integration of environmental, social and governance (ESG) matters into the investment process, managing voting and engagement, and leading outreach on several policy and market-related matters.

  Natasha is a member of the Financial Reporting Council’s Investor Advisory Group, as well as the Advisory Board for Sir Donald Brydon’s review of the effectiveness and purpose of audit.
  

   
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  Faith Ward
  Chief Responsible Investment Officer, Brunel Pension Partnership

  Faith is Chief Responsible Investment Officer at Brunel Pension Partnership. Her career has been dedicated to integrating and reporting on environmental, social and governance risks in finance and investment. Faith leads engagement with the fund management industry and is involved in industry wide initiatives to improve standards in responsible investment, corporate engagement and fund governance and reporting.
  
  Faith’s roles include Co-chair of the Transition Pathway Initiative (TPI), Chair of the reporting and assessment advisory committee for the United Nations Principles for Responsible Investment (UNPRI), member of the ethics investment advisory group for the Church of England National Investing Bodies, Vice-chair of the investment innovation benchmark assessment committee and member of the Future-Fit Expert Council.
  

   
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  Benjamin Yeoh, CFA 
  Senior Portfolio Manager, Global Equities for Royal Bank of Canada (RBC) Global Asset Management
  

  Ben is a Senior Portfolio Manager of Global Equities for Royal Bank of Canada (RBC) Global Asset Management. He also sits as chair of a responsible investment advisory committee, advising a leading sustainable UK investment trust.
  
  Ben sits on the investor advisory group to the UK’s Financial Reporting Council and on the management commentary advisory group to the IASB’s IFRS (International Accounting Standards Board’s International Financial Reporting Standards).
  
  Ben won the Thomson Extel (2003) award for best integrated SRI research across all sectors.
  Ben studied natural sciences at Cambridge University, before gaining a scholarship to study at Harvard University. 
  
  Ben helped co-author the training manual for the CFA UK’s Certificate in ESG Investing (2019-2021).  He is a published and award-winning playwright (personal blog ThenDoBetter). His current show, Thinking Bigly, is about climate, policy and investment. 
  

   
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  Graham Cook, CFA
  Chief Investment Officer - Environment Agency Pension Fund 

  Graham is currently Chief Investment Officer at the Environment Agency Pension Fund in Bristol. Prior to this he spent 15 years helping asset owners efficiently implement changes to their portfolios, including six years in Australia where he led the Portfolio Solutions businesses of Morgan Stanley and Instinet. He started his career in quantitative investment management roles at First Quadrant and Royal London before relocating to Sydney. 
  
  Graham has been a CFA charterholder since 2004, holds an MSc in Corporate and International finance from Durham and has also been awarded the CAIA and FRM charters, and more recently the CFA UK Certificate in ESG Investing. Graham was appointed to the CFA UK board in 2015 and currently serves as Vice-Chair, is a member of the Management Committee and a former chair of both the Exams and Education Committee and the IMC Panel. 

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  Hortense Bioy, CFA
  Global Director of Sustainability Research within Manager Research, Morningstar

  Hortense is Global Director of Sustainability Research within Manager Research at Morningstar. Based in London, Hortense leads Morningstar’s ESG research efforts globally, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens.Prior to assuming this role in February 2021, she was responsible for Morningstar’s sustainability research in EMEA for three years. 
  
  Before transitioning to a dedicated ESG focus, Hortense was European Director of Passive Strategies Research. She led an award-winning team that provides research on ETFs and index funds. Hortense joined Morningstar as an ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong. 
  
  Hortense holds a master’s degree in finance from Paris Dauphine University and a postgraduate degree in finance from Paris Sorbonne University. She is also a CFA charterholder.

   

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  Paul Andrews 
  Managing Director for Research, Advocacy, and Standards, CFA Institute

  Paul oversees the strategic direction and leadership of the Research, Advocacy and Standards function to position CFA Institute as an innovator and thought leader in investment management. Prior to joining CFA Institute, Paul was Secretary General of the International Organization of Securities Commissions (IOSCO). He joined IOSCO in March 2016 after 18 years at the Financial Industry Regulatory Authority (FINRA) in Washington DC. He was reappointed to a second term in March 2019. 
  
  From 2003 to March 2016, Paul served as Vice President and Managing Director, International Affairs, at FINRA, the largest independent regulator for all US securities firms. In this capacity, he directed FINRA's international engagements and worked closely with key regulators and regulatory bodies worldwide, including IOSCO. 
  
  Prior to joining FINRA, Paul spent eight years at the U.S. Securities and Exchange Commission, where he worked in the Division of Market Regulation and the Office of the General Counsel. Paul also spent four years in private legal practice in Washington, DC. He is a graduate of the Catholic University School of Law in Washington DC and of Villanova University in Pennsylvania.
  

   

  
  
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  Alex Bernhardt
  Global Head of Sustainability Research, BNP Paribas Asset Management 

  Alex is responsible for ESG research and integration across BNP Paribas Asset Management and plays an important role in driving the firm’s overall sustainability research agenda, thought leadership and thematic fund development.
  
  Prior to BNPP AM, Alex spent 16 years at Marsh McLennan (NYSE: MMC), a $17B revenue (2020) professional services conglomerate. His final MMC role was as internal strategy consultant, designing cross-business strategies to address climate resilience, sustainability and the catastrophe protection gap. Between 2015-2020, Alex led Mercer Investment’s Responsible Investment advisory business in North America, where he undertook ESG integration work with the boards and investment committees of institutional investors of all types and sizes. 
  
  Alex was a co-lead contributor to Mercer’s Investing in a Time of Climate Change research (papers released in 2015 and 2019). While at Mercer, Alex served as a member of the firm’s Global Strategic Research Committee and the Sustainability Committee for the firm’s sustainable opportunities private market fund-of-funds and (co)authored several research publications on subjects as wide-ranging as turnover in equity markets and infrastructure investment in Africa.
  
  Alex is regularly quoted in financial industry press and has been ranked one of the 20 most influential individual consultants globally in the Sustainable and Responsible Investing category by the Independent Research in Responsible Investment (IRRI) Survey.
  

   

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  Fraser Lundie, CFA 
  Executive Director, Head of Credit, Hermes Investment Management

  Fraser is Executive Director, Head of Credit, at Hermes Investment Management and a member of the Hermes Senior Management Group (SMG). Fraser actively manages global credit mandates across Global High Yield, Global Investment Grade, Target Absolute Return and Multi Strategy Credit. 
  
  Previously Fraser was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in economics, earned an MSc in Investment Analysis from the University of Stirling and was awarded his CFA Charter in 2009. Fraser was appointed to the CFA UK board in 2017.

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  Maria Municchi, CFA
  Fund Manager, M&G 

  Maria Joined M&G in 2009 and is a member of the Multi Asset team and the Positive Impact Team. She is a fund manager for Sustainable Allocation and Sustainable Multi Asset strategies, and Deputy fund manager for the Episode Income and Income Allocation strategies. Before joining M&G, Maria worked at Barings and UBS Asset Management. 
  
  Maria, has an MSc in international management and finance, is a CFA charterholder and has also successfully completed the University of Cambridge Institute of Sustainability Leadership programme in Business Sustainability Management. 

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  Robert Hall
  Associate Director of ESG, Impact and Innovation, Federated Hermes

  Robert is responsible for the interdisciplinary measurement and evaluation of ecological, climatological and social-economic systems across listed and unlisted markets at the International business of Federated Hermes. Prior to joining FH, he was the Subject Matter Expert in ESG, Impact and Sustainability in the FCA’s Asset Management Department and on Environmental Financial Technology for the FCA’s Innovation Sandbox. Robert has worked as a technical expert across several national, international, central banking, and governmental working groups on sustainable investment, TCFD, and systemic risk.
   
  Robert is the Chair of the UK chapter of the Partnership for Carbon Accounting Financials, whose membership oversee more than £5 trillion in assets. He is on numerous expert industry working groups, a non-executive member of the Carbon Laces Advisory Board and Sustainability for Housing Standards Board, a Commissioner on the Yorkshire and Humber Climate Commission, and is a member of the expert panel and author for the CFA on ESG and Climate-Economy Modelling and Scenario Analysis.
  

   

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  Carlos Sanchez
  Director, Climate Resilience Investment Climate and Resilience Hub, Willis Towers Watson 

  Carlos is a Climate Resilience Investment Director at Willis Towers Watson. His work focuses on the integration of physical climate risks in asset valuation and investment decision-making processes. Carlos is also the Executive Director for the Coalition for Climate Resilient Investment (CCRI). A flagship COP26 initiative, CCRI is led by the private sector and has a growing membership of 90+ institutions committed to the development and testing of solutions for resilient investment decision-making. 
  
  Additionally, Carlos has been appointed member of the State of California’s State of California has launched the Climate-Related Risk Disclosure Advisory Group, and vice-Chair of CFA UK’s Climate and Investing Certification Panel. 
  
  Prior to joining Willis Towers Watson, Carlos managed a climate resilience finance facility at the Multilateral Investment Fund - part of the Inter-American Development Bank Group – also dedicated to identifying specific investment opportunities in connection to physical climate risks. 
  
  Carlos holds a masters in finance from the London Business School where he contributed to the drafting of the ESG chapter within LBS’ Private Equity textbook - and a masters in Global Affairs from Georgetown University.
  

   

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  Lindsey Matthews, CFA, CIPM
  Chief Risk Officer at Universities Superannuation Scheme (USS)

  Lindsey is Chief Risk Officer at Universities Superannuation Scheme (USS).  He worked at UBS for 27 years in various roles across Asset Management, Wealth Management, Investment Banking and Risk Control, having started his career at O’Connor Partners. Lindsey is a regular speaker at industry events including several CFA Investment Conferences and he chairs the CFA UK Exams and Education Committee.
  
  He has an MA in natural sciences and computer science from the University of Cambridge, received his CFA Charter in 2001 and also holds the CIPM designation. He volunteers teaching Maths and Statistics to A level students in an inner London school and is a visiting fellow at the ICMA Centre, Henley Business School, University of Reading. Lindsey is a member of the Management Committee. He was appointed to the CFA UK board in 2017.

   

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  Marg Franklin, CFA
  President and CEO, CFA Institute 

  Marg has been a leader in the investment management industry for 28 years with her previous role as President of BNY Mellon Wealth Management in Canada and Head of International Wealth Management in North America. Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors. Marg’s work has included advising individuals, families, pension plans, endowments, foundations and government agencies. 
  
  Marg was appointed President and CEO of CFA Institute in September 2019. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of its Alfred C. Morley Distinguished Service Award in 2014 and was a member of its Future of Finance Content Council. 

   

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  Marion Maloney
  Policy, Governance and Risk Manager, Environment Agency Pension Fund

  Marion joined the Environment Agency Pension Committee in 2016 as a member representative, alongside her day job as a senior adviser on climate change and energy at the Environment Agency.
  
  In 2018, Marion joined the Pension Fund Team as Head of Responsible Investment & Governance. Previous to this, Marion worked on a range of public policy issues at regional, national and European level.

   

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  Catherine Howarth
  Chief Executive, ShareAction

  Catherine joined ShareAction as Chief Executive in 2008. ShareAction coordinates civil society to promote responsible investment across Europe, with a focus on mobilising mainstream institutional investors to drive accelerated action by listed companies on climate change, workforce and gender issues and food system risks. 
  
  Catherine is a member of HM Treasury’s asset management taskforce. She is a board member of the Scott Trust, owner of The Guardian media group, serving on the Scott Trust’s investment committee. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014. 

   

  
  
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  Andrew Howard
  Global Head of Sustainable Investment, Schroders 

  Andrew is Global Head of Sustainable Investment at Schroders, which includes the firm’s sustainability thought leadership, ESG integration and stewardship. He joined Schroders in 2016 and is based in London. Andrew was an Equity Analyst at Didas Research from 2013 to 2016, an independent investment research firm he founded. He was an Equity Analyst at Goldman Sachs from 2007 to 2013, where he headed the GS SUSTAIN research team in London identifying long term investment opportunities across global industries. 
  
  Andrew previously worked at McKinsey & Co as a consultant and Deutsche Bank as Head of European Mining Research. Andrew started his investment career in 1997 as an Analyst covering the steel & mining sectors at Dresdner Kleinwort Benson. Andrew is a Senior Advisor to Critical Resource and on the Advisory Panel of the Future-Fit Business initiative. 
  

   

  
  
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  Maria Nazarova-Doyle, CFA
  Head of Pension Investments at Scottish Widows

  Maria is responsible for defining the investment offering across Scottish Widows pension business, covering workplace savings, individual and longstanding customer segments, and for incorporating ESG into the investment design. She has previously held senior DC investment roles at Mercer and JLT. 
  
  Maria is a spokesperson on investment matters, a regular contributor to pension industry events and a professional awards judge. She also volunteers on the PMI Policy and Public Affairs Board, the CFA UK Pensions Expert Panel and the Taskforce on Pension Scheme Voting Implementation.
  

   

  
  
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  Stephanie Maier, GAM Investments
  Global Head of Sustainable and Impact Investment

  Stephanie is responsible for leading GAM’s sustainable and ESG strategy. Stephanie joined GAM Investments in January 2021 from HSBC Global Asset Management, where she was Director for Responsible Investment. Prior to that, she spent seven years at Aviva Investors, latterly as Head of Responsible Investment Strategy and Research, and was formerly Head of Research for EIRIS, an ESG research and consultancy firm. 
  
  Stephanie holds an MSc in environmental technology from Imperial College London, a BA in biological sciences from Oxford University and the Investment Management Certificate (IMC). She is on the global steering committee of the ClimateAction100+ initiative, Co-Chair of the IIGCC corporate programme and sits on the Board of the Aldersgate Group, a cross-sector alliance for an environmentally sustainable economy. 

   

  
  
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  Nick Molho
  Executive Director, Aldersgate Group

  Nick is the executive director of the Aldersgate Group, a cross-economy organisation whose business members have a collective global turnover of around £550bn. The work of the group focuses on developing policy positions to tackle major environmental challenges in a way that is environmentally effective and can deliver economic benefits. The group's work covers a wide range of environmental policy issues including climate and energy policy, resource efficiency, natural capital, skills, trade and green finance. 
  
  Nick is responsible for the overall management of the Aldersgate Group, including the development of its work programme and its representation of member views to UK and EU policy makers. This included overseeing major reports recently on next steps for the UK’s green finance and resources and waste strategies, ensuring a green recovery from the COVID-19 crisis, low carbon skills and a net zero delivery plan for the UK. 
  
  Prior to joining the Aldersgate Group in 2014, Nick was the Head of Climate Change and Energy Policy for four years at environmental NGO WWF-UK. Prior to that, Nick spent six years working as an environmental and energy lawyer with global law firm CMS. 
  
  Nick holds a First-Class degree in English law and German law from the University of Kent, where he specialised in environmental law and received a prize for best undergraduate in environmental law following his dissertation on the effectiveness of emission trading schemes in tackling climate change.
  
  

  
  
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  Masja Zandbergen - Albers
  Head of Sustainability Integration, Robeco

  Masja is Head of Sustainability Integration and Head of the Sustainable Investing Client Portfolio management team at Robeco. She holds a master’s in econometrics from Erasmus University Rotterdam and is a CEFA charterholder. Masja’s background is in equity portfolio management, in which capacity she has been responsible for a global financials fund and European portfolios. 
  
  Masja started her career at Robeco in 1997, where in 2003 she joined the Sustainable Investing team and helped set up the Active Ownership (voting and engagement) approach, with specific responsibility for social issues. She then moved on to start her own company, focusing on advising on (sustainable) investment and research, and later became head of equity at Syntrus Achmea. 
  
  Masja rejoined Robeco in 2015 as head of research at the global equity team and in her current role as head of sustainability integration, she is responsible for coordinating ESG integration across asset classes. Masja is the company’s spokesperson on the topic of sustainable investing and works with clients globally to share knowledge and expertise on this field.
  
  

  
  
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  Alina Donets, CFA
  Portfolio Manager, Lombard Odier Investment Managers

  Alina is a portfolio manager in LOIM’s Global Equities division. Alina joined Lombard Odier Investment Managers (LOIM) in November 2020 and has been managing sustainability portfolios for 7 years prior to that. Previously, she worked at Allianz Global Investors as a portfolio manager from 2017 until 2020 on Allianz Global Water, and simultaneously developing a range of SDG-aligned investment strategies. She was also a portfolio manager in Bank Audi. 
  
  Prior to this, Alina worked at Pictet AM as an investment manager, Pictet Water from 2013 to 2016 and as a supporting investment manager, Pictet Global Environmental Opportunities from 2014 to 2016. Alina began her career as a graduate trainee at Pictet AM in 2012.
  
  Recently, in 2021, Alina has completed an executive programme at Harvard Business School. Alina also holds a master’s degree in international business from HEC and a bachelor’s of science degree in business studies from Cass Business School. 
  

   

  
  
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  Harry Goad, CFA
  Equity Research, Berenberg

  Harry started his career on the buyside at Cazenove Fund Management between 2001-2004, before moving to Credit Suisse to cover the UK and European Building sector, in equity research, for 12 years, where he headed the team. Harry then worked at Taylor Wimpey for three years (2017-2020) in a variety of roles across investor relations, strategy and finance before joining Berenberg in 2020. Harry is a CFA Charterholder and studied politics at Durham University.
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  Evan Tylenda, CFA
  Head of EMEA, GS SUSTAIN 

  Evan joined the GS SUSTAIN team in 2015 in San Francisco. In January 2019, Evan transferred to London and is now Head of EMEA GS SUSTAIN. Previously, Evan worked for the Sustainability Accounting Standards Board (SASB), an independent standard setting organisation, helping to develop industry-specific standards for publicly listed corporations to disclose material ESG factors for the benefit of investors.
  
  

  
  
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  Anna Chong
  Deputy Head of Corporate Credit Research 

  Anna joined the international business of Federated Hermes in 2017 as a Credit Analyst covering basic materials and, in June 2021, became Deputy Head of Corporate Credit Research. Prior to joining the firm, she worked at JPMorgan for over four years as part of the credit risk department, where she was responsible for covering the telecoms, media & technology (TMT) industries, and had previously covered the natural resources sector and Nordic financial institutions. 
  
  Anna holds a BSc (Hons) in mathematics with statistics from the University of Bristol and holds the Certificate in ESG Investing from the CFA UK.
  

   

  
  
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  Daniel Murray, CFA
  Deputy CIO & Global Head of Research at EFG Asset Management 

  Daniel Murray is Deputy CIO & Global Head of Research at EFG Asset Management. Previous employment includes: Director of Strategy at Russell Investments, portfolio manager at Merrill Lynch Investment Managers (now Blackrock) and an economist at Smithers & Co. Ltd.
  
  Daniel has broad investment experience having worked as an economist, strategist, asset allocator and portfolio manager with exposure to a broad range of markets, instruments and investment styles.
  
  Daniel has been a CFA charter holder since 2003 and holds a BSc (Hons) Degree in economics, an MSc in econometrics and mathematical economics and a PhD in economics. In 2009 he was awarded the CFA UK Wincott Prize. Daniel was elected to the CFA UK Board in 2014.

  
  
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  David Zahn, CFA 
  Head of Sustainable Fixed Income, Franklin Templeton

  Through his involvement with the society and CFA Institute, David has provided considerable support to the education and examinations offerings of both organisations, and he has also been a member of the Institute’s Asset Manager Code Advisory Council since 2011.

  
  David is Head of Sustainable Fixed Income, Franklin Templeton, where he leads the management of European fixed income strategies and is a member of the fixed income policy committee. Prior to joining Franklin Templeton in 2006, David was a senior portfolio manager at Citigroup Asset Management. He has extensive charitable board experience as governor, chairman of the investment committee, and member of the remuneration committee at The Health Foundation since 2011. 

  
  
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  Mark Lewis
  Head of Climate Research, Andurand Capital LLP

  Mark is Head of Climate Research at Andurand Capital LLP since June 2021. Prior to his current role Mark was Chief Sustainability Strategist at BNP Paribas Asset Management (2019-21), and before that a sell-side analyst for 20 years covering the energy space as both an equity and a commodities analyst: as Managing Director and Head of European Utilities Research at Barclays (2015-18), Chief Energy Economist at Kepler Cheuvreux (2014-15), and at Deutsche Bank as MD and Global Head of Carbon and Ener-gy Research (2005-13) and Director, European Utilities equity research, 1999-2004.

  Mark has been a member of the Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD) since May 2016, and a Senior Associate at the Cambridge Institute for Sustainability Leadership (CISL) since 2020. His research on carbon and ener-gy markets has won numerous awards and he often writes opinion pieces for the Financial Times on energy and climate topics.

  Mark holds a BA (First-Class Hons) in modern languages and economics from Sheffield University, an MPhil from Cambridge University, and an MA from London University.

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  Sylvia Solomon, ASIP
  Director of ESG and Business Development, Equitile Investments Ltd

  Sylvia has over 30 years of investment industry experience in both equities and sustainable investing. She spent 25 years managing a wide range of funds, including pensions, life funds, endowments, unit trusts and hedge funds at firms such as Baring Asset Management, Hermes Investment Management and Ennismore Fund Management. In her current role at Equitile Investments, Sylvia is a member of the Investment Committee and Chair of the Governance Committee. She co-manages two Global Equities Funds that fully integrate ESG into the investment process at the research, evaluation, and portfolio construction stages. 
  
  Sylvia is an active member of CFA UK, where she serves as a member of the Examinations and Education Committee, the Certificate in Climate and Investing panel and is Chair of the ESG panel. In her roles as Chair of the ESG panel and its preceding ESG working group, Sylvia has been instrumental in the design, development and launch of the Certificate in ESG Investing – the first professional qualification of its kind, delivering the benchmark knowledge skills to integrate ESG factors into the investment process. Sylvia also represents Equitile Investments as a member of the PRI Global Policy Reference Group.
  

   

  
  
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  Monica Filkova, CFA
  Climate and Sustainable Finance Advisor

  Monica is a debt finance professional with a focus on climate and sustainable finance strategy, research and criteria definition. Between 2017-2020, Moncia was Head of Market Intelligence at climate finance NGO Climate Bonds Initiative, and then Director, Sustainable Finance at Fitch Ratings. She chairs the Certificate in Climate and Investing Panel, convened in 2020 to advise CFA UK on the development of a climate and investing qualification, and is a member of the ESG Panel, which is responsible for the Certificate in ESG Investing, launched by CFA UK in 2019.
  
  Prior to pivoting to sustainable finance, Monica’s focus was in property finance and debt capital markets, including roles as Head of Structuring, Debt Capital Markets at Eurohypo AG, senior credit research analyst at Chalkhill Partners, and real estate investment banking with Deutsche Bank. Monica is a CFA charterholder. She holds a master of management degree from Cornell University, USA, and a BBA from the American University in Bulgaria.
   
  

   

  
  
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  My-Linh Ngo, 
  Head of ESG Investment

  My-Linh has spent over two decades active in the field of sustainable and responsible/ESG investing, working across equity and fixed income asset classes, on ESG focused strategies as well as integrating ESG analysis into conventional portfolios. She currently heads up the incorporation of ESG at BlueBay Asset Management, a specialist fixed income asset manager, overseeing the firm’s investment strategy, policies and practices in this area. 

   

  My-Linh represents BlueBay externally in a range of committees and working groups focused on driving best practice on ESG investing, particularly those focused on the fixed income asset class.  Previous roles have been at Schroders Investment Management where she was an ESG Analyst, and at Henderson Global Investors where she was an Associate Director – SRI Research. 

   

  She holds a masters in leadership for sustainable development from Middlesex University/Forum for the Future, a masters in environmental management systems & auditing as well as a degree in environmental sciences, both from the University of East Anglia.  
  

   

  
  

   

  
  
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  Manuel Adamini
  Director, Responsible Investment (RI) Strategist, BMO Global Asset Management

  Manuel is an expert in institutional responsible investing, with a deep understanding of the climate crisis and related investment risks and opportunities. Presently, Manuel works as Director, Senior Responsible Investment (RI) Strategist with BMO Global Asset Management (BMO GAM). His prime responsibility is to structurally embed RI-risk and return considerations into the fiduciary investment process, to unlock BMO GAM’s RI-expertise for strategic investment advice for its clients, and to help position the firm as a thought leader.

   

  From 2015 to early 2021, Manuel worked with the Climate Bonds Initiative (CBI), a London-based not-for-profit organisation and international opinion leader with the mission to mobilise global capital for climate solutions. Manuel worked in various roles at CBI, lately as Head of Investor Engagement and Senior Advisor. He enhanced and expanded a global partnership model, bringing in core funding from corporate stakeholders, and engaged market players in green bonds markets.

   

  From 2008 to 2015, Manuel served as Head of Responsible Investing at Dutch EUR 55bn asset manager ACTIAM. In a short period of time, Manuel brought his company international credibility as a RI leader, notwithstanding its limited size. Further, he served as a (pro bono) member of the prestigious Extractive Industries Transparency Initiative’s (EITI) International Board, representing 90 investors globally worth USD19 trillion.

   

  Manuel holds an MSc in economics / international management from Maastricht University, and studied at Université de Montréal in Canada and at Aachen University in Germany. 
  

   
• 

  Maxine Wille, CFA
  Investment Analyst, Regnan (the Responsible Investment arm of J O Hambro Capital Management)

  Maxine started her career in 2014, at Hermes Equity Ownership Services (EOS) as an engagement professional, focused on driving change through stewardship. In 2016, she became one of the founding members of the Hermes Impact Opportunities Equity Fund, one of the first impact funds to launch in public equities.

  In 2020, Maxine joined Regnan, who is the Responsible Investment arm of J O Hambro Capital Management, to design, launch and run the Regnan Global Equity Impact Solutions Fund, a global, concentrated global equity fund which invests in companies which provide solutions to the UN Sustainable Development Goals.

  Maxine is a volunteer on the CFA UK ESG Panel, a group which has developed the Certificate in ESG Investing.

• 

  Rob Pulleyn  
  Head of Utilties & Clean Energy Research, Morgan Stanley 

  Rob joined Morgan Stanley in 2006 and became Head of the Utilties & Clean Energy Research team in mid-2019, having previously co-headed the European Oil & Gas team. The previous Energy role including lead coverage on integrated oil stocks and oil services.

  Rob lead the #1 ranked Oil Services franchise between 2011 and 2019 and both Oil & Gas & Services were consistently Top-3 ranked over that period.
  Prior to joining Morgan Stanley, Rob was a senior watch leader on the 2005-6 Clipper Round the World Yacht Race.

  He holds an MSc ECON in International Politics and BSc Hons in History From Durham University.

• 

  Carole Ferguson
  Managing Director, Industry Tracker

  Carole is Managing Director and Co-Founder of Industry Tracker, a climate research house which helps investors quantify the transition plans needed for industrial companies to get to net zero.
   
  Carole previously led the Investor Research team at CDP, which focused on addressing materiality for high carbon emitting sectors. Prior to joining CDP in 2017, she had a long career in financial services working both on the buy and sell side. She worked for 10 years as a fund manager at Societe Generale Asset Management and for banks such as JP Morgan and Flemings on equity derivatives and structured products.
   
  She holds an MBA from London Business School, MSc in envirionmental economics and MSC in economics and policy of energy and the environment from UCL.
   

• 

  Cameron Falconer, CFA, CAIA
  Senior Manager Research Analyst, Aviva Investors 

  Cameron is a London-based Senior Manager Research Analyst at Aviva Investors. Having joined the firm in 2015, he is responsible for the selection and oversight of external strategies across US, Japanese, and Emerging Market Equities as well as Global Bonds, Emerging Market Debt and Liquidity. He is also working to shape the evolving FinTech practice within Aviva Investors helping to identify and deploy emergent technological solutions. Prior to this role, Cameron spent eight years with RBC Investor & Treasury Services in Canada.

  He is also involved in various Diversity & Inclusion initiatives and he is currently helping CFA UK develop a new climate change and investing credential.

  Cameron holds a BA in economics from Simon Fraser University. He also holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations. He has also recently been accepted in the Warwick Business School MBA programme.

   

• 

  Dr Ben Caldecott
  Director, Oxford Sustainable Finance Programme and Lombard Odier Associate Professor and Senior Research Fellow 

  Dr Ben Caldecott is the founding Director of the Oxford Sustainable Finance Programme at the University of Oxford Smith School of Enterprise and the Environment. At the University of Oxford, he is the inaugural Lombard Odier Associate Professor and Senior Research Fellow of Sustainable Finance, the first ever endowed professorship of sustainable finance, and a Supernumerary Fellow at Oriel College.

  Ben is also the founding Director and Principal Investigator of the UK Centre for Greening Finance & Investment (CGFI), established by UK Research and Innovation in 2021 as the national centre to accelerate the adoption and use of climate and environmental data and analytics by financial institutions internationally. Since 2019, he has also been seconded to the UK Cabinet Office as the COP26 Strategy Advisor for Finance.

  Ben specialises in environment, energy, and sustainability issues and works at the intersection between finance, public policy, and academe, having held senior roles in each domain. Ben has authored and edited a substantial number of publications related to sustainability and is an experienced media commentator and public speaker. He is also a regular peer reviewer and has a number of board, trustee, and advisory panel appointments, including with BMO GAM's Responsible Investment Advisory Council, The Prince of Wales's Accounting for Sustainability Project, UK Climate Change Committee's Advisory Group on Finance, ATLAS Infrastructure Partners Ltd, and the Green Alliance.

• 

  Elaina Elzinga, CFA
  Principal in Investments at the Wellcome Trust

  Elaina is Principal in Investments at the Wellcome Trust, a global charity committed to improving human health and funded from a diverse, unconstrained portfolio of over £29 billion. Elaina leads the Absolute Return team, where she builds and oversees Wellcome’s partnerships with hedge funds with low equity market correlation and with credit managers. She also has a strong interest in the energy transition, and oversees Wellcome’s initiatives on climate and developing a roadmap to net zero. 

  Elaina is a Director of the listed Octopus Renewables Infrastructure Trust, investing in European wind and solar, and a Director of Farmcare, Wellcome's wholly-owned UK rural land company. Prior to joining Wellcome in 2010, Elaina worked in both Investment Banking and Investment Management at Goldman Sachs. Elaina is a CFA Charterholder and read history at the University of Cambridge. She currently sits on the Investment Committee for Newnham College, Cambridge and is a Trustee of the Wellcome Trust Pension Plan.

• 

  Maria Lombardo
  Head of ESG Advisory Sustainable Finance, Standard Chartered Bank

  Maria has just been appointed Head of ESG Advisory in the Sustainable Finance group of Standard Chartered Bank. Previously she was Head of ESG Client Strategies EMEA at Invesco. Maria has more than 25 years of experience, serving as a manager director in investment banking and equity capital markets. In recent years she followed her passion for sustainability and became an expert in responsible investing and sustainable finance.

  Maria is a volunteer advisor for the CFA UK Climate Change program, she is a member of the expert advisory group of the Science Base Targets and a mentor for the Accelerator and Sustainability Hub at Cambridge University Institute for Sustainability Leadership, besides representing being one of the two Invesco board member in the LWF board.
  
  Maria holds the ESG CFA and a diploma in Responsible Investing at the Cambridge University Institute of Sustainability Leadership. Maria graduated in economics of financial intermediaries from Bocconi University in Milan and holds a CEMS MBA jointly awarded by UCLL University in Brussels and Bocconi University.

• 

  Aniket Shah
  Managing Director and Global Head of ESG and Sustainability Research, Jefferies Group LLC

  Aniket is Managing Director and Global Head of ESG and Sustainability Research at Jefferies Group LLC. In this role, Aniket leads the integration of ESG and sustainability analysis within the global investment research department and engages with clients on this dynamic area of corporate and financial services.Prior to joining Jefferies, Aniket held senior roles in emerging market investing and financing sustainable development in both the public and private sectors, including at the UN Sustainable Development Solutions Network, OppenheimerFunds and UBS Group AG. Aniket serves on the Board of Directors of Amnesty International and the UN SDSN. He is an Assistant Adjunct Professor at Columbia University's School of International and Public Affairs.
  Aniket is a member of the Economic Club of New York and the Bretton Woods Committee, and is a graduate of Yale College and the University of Oxford, where he completed his PhD on the financing of sustainable development.
• 

  Dr George Cooper
  CIO, Equitile Investments Ltd

  George Cooper is CIO of Equitile Investments and has over 27 years of investment experience in asset management, global strategy and research.

  George has extensive fund management experience in both long-only and hedge funds. Previous firms include Bluecrest Capital Management, JP Morgan Investment Management and Goldman Sachs Asset Management. Moreover, as Global Fixed Income Strategist for Deutsche Bank and JP Morgan, George has built a strong reputation for original and incisive macro-economic analysis. 

  George is a published author who has written extensively on central banking and monetary policy, financial stability, and asset bubbles. 

   
• 

  Shuen Chan
  Head of ESG, Real Assets, Legal & General Investment Management (LGIM)

  Shuen is Head of ESG, Real Assets at Legal & General Investment Management (LGIM) and is responsible for LGIM’s responsible investment strategy and implementation in Real Assets. Shuen has been working for over a decade in the intersection of sustainable investing, climate finance and impact, following a successful career in asset management and capital markets.  
  
  She was previously co-founder of a purpose driven ESG advisory firm that helped institutional investors to build the case for sustainable investments and the transition to a low carbon economy and society. Prior to that, she helped to establish a climate investment firm focused on nature-based solutions. This work led to an investment and management of the world’s largest emission reduction forest project in Central Kalimantan.
   
  Shuen was previously a founding team member of one of the fastest growing credit asset management firms in Europe, European Credit Management, where she was Head of Structured Product Origination.  Shuen’s early career started in debt capital markets teams at Deutsche Bank, Macquarie and HSBC across Asia and Europe.
   
  Shuen serves on the CFA ESG Advisory panel and is also a co-author of the ESG certification learning materials. She is also an independent trustee of The Lightbulb Trust, a charitable foundation that supports social inclusion, equality and education through grant giving and impact investing. Shuen has a degree in economics and an MBA from Imperial College and has been a guest tutor on climate change at Oxford University Saïd Business School on their Executive Impact Investing programme. 

   

   
• 

  Amelia Tan
  Director, Sustainable Investing, BlackRock

  Amelia is Director, Sustainable Investing a BlackRock and leads the firm’s active sustainable investment product proposition in EMEA. The sustainable investing team is focused on identifying drivers of long-term return associated with environmental, social and governance issues, integrating them throughout Blackrock's investment processes, and creating solutions for our clients to achieve sustainable investment return.

  Prior to her current role, Amelia was a member of BlackRock's strategic product management team where she held roles in innovation and product development to source and commercialise new product ideas. Prior to joining BlackRock in 2011, Amelia spent six years at Citibank in Singapore focused on wealth management.

  Amelia holds a Bachelor of business administration (with honours) from the National University of Singapore, and an MBA from Judge Business School, University of Cambridge.

   

• 

  Michael Wilkins
  Managing Director, Senior Research Fellow, Sustainable Finance, S&P Global Ratings

  Michael Wilkins is a Managing Director at S&P Global Ratings, where he has global responsibility for the division’s sustainable finance research activities. Michael is also Executive Director & Professor of Practice at the Centre for Climate Finance & Investment at Imperial College Business School, London. He is also a visiting lecturer at Cambridge University Judge Business School where he teaches sustainable finance on the Master of Finance program.

  Michael’s experience at S&P Global Ratings includes three years as global head of Sustainable Finance and seven years as head of Infrastructure Finance Ratings, the analytical group within S&P Global Ratings which covers utilities, renewables, project finance, PPPs and transportation in Europe, the Middle East and Africa. Michael was also co-head of the Corporate Securitisation group. He joined S&P Global Ratings in London in January 1994 and has also worked in the Melbourne and Hong Kong offices.

  As well as Cambridge Judge Business School and Imperial College Business School, he has been a frequent guest lecturer at the London Business School MBA programme, Oxford University’s Smith School of Enterprise & the Environment, UCL, the London School of Economics. He is a member of the FSB Taskforce on Climate Related Financial Disclosures (TCFD), the G20 Sustainable Finance Study Group (SFSG), the advisory council of the Smith School Sustainable Finance Programme and the Climate Bonds Initiative.

  Michael has a Bachelor of Arts degree within modern languages at Bristol University. He also holds an MBA in finance from the Cass Business School and additionally has a Certificate of Carbon Finance & Analytics from the London Business School.

   

• 

  Honor Fell, CFA
  Sustainable Investment Officer, Cambridge University Endowment Fund

  Honor is the Sustainable Investment Officer for the Cambridge University Endowment Fund. Honor joined in May 2020 from her prior role as Head of Responsible Investment at Redington, where she provided advice on sustainable investment strategy and implementation to a range of institutional investors.

  Honor has a Geography undergraduate degree and a masters in sustainability leadership from Cambridge University and is a CFA Charterholder. 

• 

  Lutfey Siddiqi, CFA
  Visiting Professor in Practice, LSE IDEAS and co-investigator, LSE Inclusion Initiative (TII)

  Lutfey is a Visiting Professor in Practice at LSE IDEAS and a co-investigator at LSE Inclusion Initiative (TII). He is a member of the advisory boards of LSE Systemic Risk Centre, LSE IDEAS and TII. He is also an Adjunct Professor at the National University of Singapore (Risk Management Institute) and advisory board member of the Centre for Governance and Sustainability (CGS) at NUS business school.

  He was previously Global Head of Emerging Markets for Foreign Exchange, Rates & Credit at UBS Investment Bank where he was also the founding head of UBS Knowledge Network. Prior to that, he was a Managing Director at Barclays Bank in charge of a business-line across Asia Pacific.

  Lutfey was recognized as a Young Global Leader by the World Economic Forum in 2012 where he has served on their global future councils since 2014 and spoken on the official Davos program for several years.

  A CFA Charterholder, former board member of CFA Singapore, and an inaugural member of the CFA Future of Finance content council, Lutfey served briefly as a Managing Director and member of the executive leadership team of CFA Institute. He is also a Distinguished Fellow at Policy Research Institute, Bangladesh.
   

• 

  Jessica Alsford, CFA
  Managing Director and Global Head of Sustainability Research, Morgan Stanley

  Jessica is a Managing Director and Global Head of Sustainability Research at Morgan Stanley. In the 2020 European Institutional Investor survey Jessica and her team were ranked 1st for both individual SRI Research analyst and sell-side SRI Research firm, respectively.

  Jessica joined Morgan Stanley in 2005 and previously co-headed the European Business Services Equity Research team.

  She holds an M.A. in social and political sciences from Cambridge University and is a CFA Charterholder. Jessica is also a member of the Advisory Board for Imperial College’s MSc in Climate Change, Management and Finance, and a member of the FTSE Russell Green Industries Advisory Committee.

• 

  Vincent Piscaer
  Head of Alternative Investments, EEA Fund Management Limited 

  Vincent is an investment professional with 15 years’ experience in sustainability and renewable energy investing. His experience covers principal investments, project finance and infrastructure project development as well as insurance products.

  As Head of Alternative Investments at EEA Fund Management Limited, he is focused on illiquid assets and manages the restructuring of the firm’s life settlements fund. He was previously a structure in Deutsche Bank’s Global Structured Credit Trading team.

  Vincent holds an MBA from The University of Chicago Booth School of Business (High Honors) and a BA degree from University College Utrecht and sits on the CFA UK’s Environmental, Social and Governance panel.

• 

  Mili Fomicov
  Researcher, Imperial College London
  Climate and Equity Strategist, Andurand Capital

  Mili is a researcher at the Centre for Climate Finance and Investment, Imperial College London. She is also a climate and equity strategist at Andurand Capital, working on the climate and energy transition fund. Before joining Imperial College, she was a Director and Portfolio Manager in the Multi-Asset Strategies team at BlackRock. Previously, Mili was a Portfolio Manager on J.P. Morgan's CIO team, and managed US and Japan equity funds at Barclays.

  Mili started her career at AllianceBernstein in the US. She is a graduate of the University of Chicago Booth School of Business, where she received an MBA in finance, economics, econometrics and statistics. Mili is on the Spark Change advisory board.

• 

  Arun Kelshiker, CFA, 
  Advisory, Cambridge Sustainable Investment Partners (CSIP)

  Arun brings close to twenty years of multi-asset career experience, having held leadership roles, managed institutional assets and provided investment advisory with leading asset managers and banks including Allianz Global Investors and Standard Chartered. His current focus is sustainable finance and responsible investing, where together with Cambridge Sustainable Investment Partners (which draws its expertise from the Resilience and Sustainable Development Programme at Cambridge University), Arun delivers responsible / sustainable investing solutions, consultancy and training for asset owners, asset managers and industry organisations. He is also a Senior Advisor to Eden Strategy Institute, a specialist consultancy focused on sustainability and innovation.

  Arun was formerly the Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank, providing investment advisory and best of breed fund portfolio solutions for the bank. He was part of Standard Chartered’s Global Investment Committee and the author and responsible for multi-asset and alternatives within Standard Chartered’s global publications for several years. Arun’s institutional background has been with Allianz Global Investors (AGI) and Allianz Group, in which he was involved at the start of AGI. As a senior equities portfolio manager, and later Country CIO, he successfully managed institutional investment mandates for the Allianz Group.

  Arun has an MBA from the University of Chicago Booth School of Business, US, and a Masters in international economics and management from SDA Bocconi University in Milan, Italy. He is a CFA Charterholder and a CAIA Charterholder. He has completed CFA UK’s ESG Certificate and the Certificate in Sustainable Finance from the Frankfurt School of Finance and Management.

  He has been volunteering with CFA (non- profit) over the past fifteen years, holding board and leadership roles. Currently he contributes to CFA UK within the following areas: Inclusion & Diversity Committee (vice-chair), Pension Expert Panel, ESG Group and CFA UK’s Investment (Reserves) Committee. He is the Deputy Head of Research in Sustainable Finance for the Blockchain and Climate Institute, a global think-tank focused on bringing innovative solutions to combat climate and a university lecturer at the Frankfurt School of Finance and Management on areas including portfolio management, ESG and risk management.

• 

  Adam Matthews
  Co-Director, Investment Team responsible for Ethics and Engagement, Church of England Pensions Board and Chair of the Transition Pathway Initiative (TPI)

  Adam is the Co-Director of the Investment Team responsible for Ethics and Engagement for the Church of England Pensions Board; he is also the Chair of the Transition Pathway Initiative (TPI) and a Board Member of the Institutional Investors Group on Climate Change, (IIGCC). He co-leads engagement with Royal Dutch Shell on behalf of the global investor engagement initiative, Climate Action 100+, that led to the 2018 joint statement on climate targets agreed between Shell and institutional investors and Shell’s 2021 Net Zero Commitment.

  Following the Brumadinho Tailings Dam disaster that killed 270 people in Brazil in January 2019, Adam set up and co-led the Mining and Tailings Safety Initiative with John Howchin, Secretary General of the Council on Ethics of the Swedish National Pension Funds. He also represents the UN backed Principles for Responsible Investment as a co – convenor of the Global Tailings Review that produced the first ever Global Tailings Standard. He is now working together with the UN and the Swedish Pension Funds to establish an independent global institute to implement the Standard and drive safety standards across the mining industry.

  Adam founded the $24 trillion backed Transition Pathway Initiative (TPI) an asset owner-led and asset manager-supported global initiative which assess companies’ preparedness for the transition to the low carbon economy (and publishes this through the London School of Economics). Adam is also the lead for the Church of England on the Mining and Faith Reflections Initiative (MFRI) a forum that convenes dialogues between mining company CEO’s and Church leaders. Recently he set up and co-chairs with the Dutch fund APG the Paris Aligned Investing Initiative of the Institutional Investors Group on Climate Change (IIGCC) that produced the first global Net Zero Investment Framework for pension funds and investment managers.

  Adam also served as a member of the Royal College of Physicians Investment Advisory Board and on the Pension and Lifetime Savings Association (PLSA) Stewardship Advisory Group.

• 

  Anita McBain
  Managing Director, Head of EMEA ESG Research, Citi

  Anita is a Managing Director at Citi Research, heading EMEA ESG Research. She joined Citi from M&G Investments where she was Head of Responsible Investment & ESG across equities and fixed income. Prior to M&G, Anita led Sustainability Research for an Impact fund focused on mitigating climate change, tackling deforestation and delivering alignment to the SDGs.
  
  Earlier in her career, Anita worked for various buy-side and sell-side firms in credit research and global markets. Anita is a graduate of City University of London, holds an MBA from the University of Edinburgh and has completed postgraduate studies in Sustainable Business from the University of Cambridge.

   
• 

  Brishni Mukhopadhyay, CFA
  ESG Product Specialist, Western Asset Management 

  Brishni Mukhopadhyay has served as the Vice Chair of the CFA UK ESG working group responsible for the development and launch of the CFA UK Certificate in ESG Investing, since its inception. He works at Western Asset Management as the firm's ESG Product Specialist. Western Asset Management manages $491 Billion as of 30 June 2021 and is a Specialist Investment Manager of Franklin Templeton Resources, Inc. In the past, Brishni has also served as a member of J.P. Morgan Asset Management's Sustainable Investment Leadership Team and as an ESG product specialist at Lazard Asset Management

   
• 

  Alicia Forry, CFA
  Head of UK Equity ESG Product, Investec Bank 

  Alicia is a senior Consumer Goods equity research analyst and the Head of UK Equity ESG Product at Investec Bank, which she joined in 2017. She has covered the Consumer sector for the past 15 years from both sell-side and buy-side research analyst positions. Alicia graduated from the University of Southern California with a B.S. in biological studies and is a CFA charterholder.