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Sustainable Investing: Progress in practice

Virtual Conference  |  20, 21, 23 & 24 September 2021


CFA UK’s Sustainable Investment conference brings investment practitioners together to discuss how best to implement sustainable investment strategies today and in future. Our week-long event gives you the tools and information you need to integrate ESG and climate considerations into your investment practice.

There is now little need to discuss the ‘what’ or ‘why’ or ‘when’ in relation to sustainable investment practices. Now the emphasis is on ‘how’. Our conference  brings together practicing investment professionals to talk about how they are responding to the challenges and to share what they have learnt with the broader investment community.

Across four half-day sessions in the week beginning 20 September, we will bring investment professionals together to consider some of the key questions that we still need to resolve, to consider the skill sets that investment professionals need to cultivate, to look at the various sectors in which those skills need to be applied and to think about some of the challenges that are likely to arise in the coming few years. Our aim will be to provide you with practical guidance and learning that you can take back into your investment practice to the benefit of your clients. 

We hope that you will join us and contribute to the debate with your own questions and comments. We will invite you to join moderated breakout sessions to continue the debate and to make connections of your own.

If you have already taken the  Certificate in ESG Investing  or are interested in sitting for our upcoming  Certificate in Climate and Investment, you will be pleased to see that a number of the authors of the official training manuals will be taking part in the event – they will be providing their thoughts on how best practice is developing across analysis, valuation and portfolio construction.





Day 1 | Monday 20 September 2021 - The current landscape

Time             Track Speakers
12:20 –12:30 Welcoming remarks

Marg Franklin, CFA, President and CEO, CFA Institute
Daniel Murray, CFA, Deputy CIO & Global Head of Research, EFG Asset Management and Chair of CFA UK  

12:30 –13:25 Are we making a difference or just making money? Catherine Howarth, Chief Executive, ShareAction
Amanda Young, Global Head of Responsible Investment, Aberdeen Standard Investments
Hortense Bioy, CFA, Global Director, Sustainability Research, Morningstar
Moderator: Will Goodhart, Chief Executive, CFA UK 
13:30 –14:15 Sustainability - Alpha or Beta?  Abbie Llewellyn Waters, Head of Sustainable Investing, Jupiter Asset Management
Amelia Tan, Director, Sustainable Investing, BlackRock 
Moderator: Brishni Mukhopadhyay, CFA, ESG Product Specialist, Western Asset Management
14:15 –14:45

Virtual Networking 

16:00 –16:55 What Net Zero actually means and making it stick Faith Ward, Chief Responsible Investment Officer, Brunel Pension Partnership
Alex Bernhardt, Global Head of Sustainability Research, BNP Paribas
Elaina Elzinga, CFA, Principal in Investments, Wellcome Trust
Moderator: Graham Cook, CFA, Chief Investment Officer, Environment Agency Pension Fund 
17:00 –17:30 The role of CFA Institute and its member Societies Marg Franklin, CFA, President and CEO, CFA Institute 
Paul Andrews, Managing Director for Research, Advocacy, and Standards, CFA Institute
Sylvia Solomon, ASIP, Director of ESG and Business Development, Equitile Investments Ltd
Moderator: David Zahn, CFA, Head of Sustainable Fixed Income, Franklin Templeton

17:30 18:00

Virtual Networking  

Day 2 | Tuesday 21 September 2021 - Sessions on skills

Time Track Speakers

08:20 –08:30

Welcoming remarks Will Goodhart, Chief Executive, CFA UK 
Lindsey Matthews, CFA, Chief Risk Officer at Universities Superannuation Scheme (USS)
08:30 – 09:10 How to set a sustainability policy to act as your foundation  Honor Fell, CFA, Sustainable Investment Officer, Cambridge University Endowment Fund
Marion Maloney, Policy, Governance and Risk Manager, Environment Agency Pension Fund
Masja Zandbergen - Albers, Head of Sustainability Integration, Robeco
Moderator: Lindsey Matthews, CFA, Chief Risk Officer at Universities Superannuation Scheme (USS)
09:15 – 10:00 Driving change through credit markets - Debt denial, the real pinch point  My-Linh Go, Head of ESG Investment, Bluebay Asset Management
Fraser Lundie, CFA, Executive Director, Head of Credit, Hermes Investment Management
David Zahn, CFA, Head of Sustainable Fixed Income, Franklin Templeton
Moderator: Claudia Gollmeier, CFA, Managing Director & Senior Investment Officer, Colchester Global Investors
10:00 – 10:30 Virtual Networking  
11:00 – 11:55 Best practice in sustainability valuation and analysis  Ben Yeoh, CFA, Senior Portfolio Manager, Global Equities for Royal Bank of Canada (RBC) 
Moderator: Will Goodhart, Chief Executive, CFA UK 
12:00 – 12:40 Good practice in sustainable and net zero portfolio construction  Jason Mitchell, Co-head of Responsible Investment, Man Group
Maria Municchi, CFA, Multi-Asset Fund Manager, M&G
Moderator: Maxine Wille, CFA, Investment Analyst, Regnan
12:45 – 13:30 Addressing and overcoming the sustainability data challenges  Robert Hall, Associate Director of ESG, Impact and Innovation, Federated Hermes
Carlos Sanchez, Executive Director, CCRI, Willis Towers Watson
Andrew Howard, Global Head of Sustainable Investment, Schroders
Moderator: Vincent Piscaer, Head of Alternative Investments, EEA Fund Management Limited
13:35 – 14:00 Briefing Session: New Certificate in Climate and Investing Christina Curtin, Director of Education, CFA UK 
Shaheen Verjee, CFA, Head of Partnerships, CFA UK

Day 3 | Thursday 23 September 2021 - Sessions on sectors

Time Track Speakers
12:20 – 12:30 Welcoming remarks Sylvia Solomon, ASIP, Director of ESG and Business Development, Equitile Investments Ltd
Monica Filkova, CFA, Climate and Sustainable Finance Advisor 
12:30 – 13:25 Tech – stewardship of the new sovereigns Dr. George Cooper, CIO, Equitile Investments 
Aniket Shah, Managing Director and Global Head of ESG and Sustainability Research, Jefferies Group LLC
Valborg Lie, Stewardship Manager at LGPS Central
Moderator: Cameron Falconer, CFA, Senior Manager Research Analyst, Aviva Investors
13:30 – 14:15 Holding the finance sector to account Natasha Landell-Mills, Head of Stewardship, Sarasin & Partners
Brishni Mukhopadhyay, CFA, ESG Product Specialist, Western Asset Management
Shuen Chan, Head of ESG, Real Assets, Legal & General Investment Management (LGIM)
Moderator: Sylvia Solomon, ASIP, Director of ESG and Business Development, Equitile Investments Ltd
14:15 – 14:45 Virtual Networking  
16:00 – 16:55 Where the energy transition will take us Adam Matthews, Co-Director, Investment Team responsible for Ethics and Engagement, Church of England Pensions Board and Chair of the Transition Pathway Initiative (TPI) 
Rob Pulleyn, Head of Utilities & Clean Energy Research at Morgan Stanley
Moderator: Mili Fomicov, Researcher, Imperial College London, Climate and Equity Strategist, Andurand Capital
17:00 – 17:45 Biodiversity and the consumer value chain Anita McBain, Managing Director, Head of EMEA ESG Research, Citi
Alicia Forry, CFA, Consumer Analyst & Head of UK Equity ESG Product, Investec
Moderator: Monica Filkova, CFA, Climate and Sustainable Finance Advisor
17:50 – 18:30 Heavy lifting – the evolution of steel, cement and mining  Anna Chong, Deputy Head of Corporate Credit Research, Federated Hermes
Richard Hatch, Equity Research Analyst – Metals & Mining, Berenberg
Harry Goad, CFA, Equity Analyst, Berenberg
Carole Ferguson, Managing Director, Industry Tracker 
Moderator: Arun Kelshiker, CFA, Advisory, Cambridge Sustainable Investment Partners (CSIP)
18:30 – 19:00 Virtual Networking  

Day 4 | Friday 24 September 2021 - Towards a sustainable future

Time Track Speakers 
08:30 – 09:15 Investing in the transition – dealing with volatility and inefficiency Evan Tylenda, CFA, Head of EMEA, GS SUSTAIN 
Jessica Alsford, CFA, Managing Director, Global Head of Sustainability Research at Morgan Stanley
Manuel Adamini, Director, Responsible Investment (RI) Strategist, BMO Global Asset Management
Mark Lewis, Head of Climate Research, Andurand Capital LLP
Moderator: Maria Lombardo, Head of ESG Advisory Sustainable Finance, Standard Chartered Bank
09:20 – 10:00 Good practice in biodiversity integration Maria Nazarova-Doyle, CFA, Head of Pension Investments, Scottish Widows
Alina Donets, Portfolio Manager, Lombard Odier Investment Managers
Michael Wilkins, Managing Director, Senior Research Fellow, Sustainable Finance, S&P Global Ratings
Moderator: Monica Filkova, Climate and Sustainable Finance Advisor
10:00 – 10:30 Virtual Networking  
11:35 – 12:20 Where next for policy, regulation and client demands? Nick Molho, Executive Director, Aldersgate Group
Dr Ben Caldecott, Director, Oxford Sustainable Finance Programme, Lombard Odier Associate Professor, Senior Research Fellow  
Stephanie Maier, Global Head of Sustainable and Impact Investment, GAM Investments
Moderator: Will Goodhart, Chief Executive, CFA UK 
12:25 – 13:20 Closing keynote discussion: Investment’s role – agent of change? Elizabeth Corley DBE, Chair, Impact Investing Institute
Lindsey Matthews, Chief Risk Officer, Universities Superannuation Scheme (USS)
Julian Koelbel, Economist and Environmental Scientist, Centre for Sustainable Finance and Private Wealth (CSP), University of Zurich
Marg Franklin, CFA, President and CEO, CFA Institute
Moderator: Lutfey Siddiqi, CFA, Visiting Professor in Practice at LSE IDEAS and co-investigator at LSE Inclusion Initiative (TII)