Driving the future of European sustainable financePrincipal sponsor

Lead sponsors

Sponsors

Associate sponsors

Please note, this is a draft document, session timings and descriptions are subject to occasional change.
For program information:
Joana Fradejoana.f@pei.group

For sponsorship opportunities:
William Powellwilliam.p@pei.group

For registration queries:
Customer Services
customerservices@pei.groupDay one
Wednesday 12 June
8:00

Registration and refreshments

8:55

Opening remarks

Lucy Fitzgeorge-Parker, Editor, Responsible Investor
9:00

Plenary 1: Tackling transition finance: Next steps for investors•

Investing in the energy transition: opportunities and limitations
Are regulatory regimes designed to support transition finance?
Defining transition finance: achieving consensus, building guardrails
Is transition finance compatible with net zero commitments?

•••

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor
Faith Ward, Chief Responsible Investment Officer, Brunel Pension Partnership
Marcus Svedberg, Chief Economist, Folksam
Cathrine De Coninck Lopez, Global Head of Responsible Investment, HSBC Asset Management
Jane Goodland, Group Head of Sustainability, LSEG

9:50••••Plenary 2: Policy and regulation: Sustainable finance in the next EU legislative phase
What comes next? Hopes, expectations and concerns in the aftermath of EU elections
SFDR and taxonomy progress: is usability improving?
The ones that got away: transition, social and stewardship
CSRD: how are corporates coping in year one?

Moderator: Elza Holmstedt Pell, Deputy Editor, Responsible Investor
Magali van Coppenolle, Global Head of Policy, Climate Bonds Initiative
Piet Klop, Head of Responsible Investment, PGGM
Aleksandra Palinka, Executive Director, Eurosif
10:40 Networking break
11:10 Keynote 1: Regulation
Verena Ross, Chair, European Securities and Markets Authority (ESMA)
Moderator: Elza Holmstedt Pell, Deputy Editor, Responsible Investor
11:30 Plenary 3: Sustainability standards: Implementation and interoperability••••

Expectations for the first round of CSRD reporting
Interoperability between the big three: is it looking likely?
Sector standards: what do investors want and need?
Nature and social under the ESRS and ISSB

Moderator: Fiona McNally, Reporter, Responsible Investor

Kiran Aziz, Head of Responsible Investments, KLP Insurance Pension FundNicolaj Sebrell, Director of Investor Relationships – EMEA, IFRS Foundation
Elisa Cencig, Head of Policy Engagement, Norges Bank Investment Management
Michael Taschner, Head of Sustainability Solutions, S&P Global Market Intelligence
12:20 Plenary 4: TNFD: Getting to grips with nature-related reporting
Lessons from early adopters of the TNFD framework
Will TNFD provide the data investors need to invest in and engage on nature?
How does the TNFD align with other initiatives (e.g. SBTN, EFRAG, GRI)?
Next steps: Update from the TNFD on its work••••

Moderator: Gina Gambetta, Reporter, Responsible Investor
Romie Goedicke den Hertog, Co-Head Nature, UNEP FI
Tony Goldner, Executive Director, TNFD
Sylvain Vanston, Director of Climate Investment Research, MSCI
Till Jung, Managing Director and Head of ISS ESG, ISS STOXX
13:10 Lunch
Stream A
14:10 – A1: Second-mover advantage: UKsustainable finance regulation•How are investors feeling about thelong-delayed UK green taxonomy?

Stream B
14:10 – B1: AGMs and ESG: Is proxyvoting losing its lustre?
•How can investors use their votes
most effectively to drive change?

Stream C
14:10 – C1: ESG assurance: Rising to thechallenge•

Sustainability assurance: a gamechanger for comparable and reliabledata?

•

•
•

What will political shifts mean for
UK regulation on sustainablefinance?
Will incorporation of ISSB be painfree or a compliance nightmare?
How are investors preparing for theimplementation of SDR?

•••

How have investor voting patterns
evolved over the past two years?
Filing proposals: the challenges andopportunities for investors
How does proxy voting comparewith other forms of stewardship interms of impact?

Moderator: Dominic Webb, Senior
Reporter, Responsible Investor

Moderator: Paul Verney, Features Writer,
Responsible Investor

Ingrid Holmes, Executive Director, GreenFinance InstitutePaul Lee, Head of Stewardship andSustainable Investment Strategy,
Redington

Ben Caldecott, Co-Head, Secretariat,
Transition Plan Taskforce and Member, UK
Climate Change Committee
Oscar Thompson, Head of Policy andRegulatory Affairs, UKSIF•••

How valuable is limited assurance toinvestors?
Dealing with qualified reports
Auditors: are there enough to goaround?

Moderator: Fiona McNally, Reporter,
Responsible InvestorJosephine Jackson, Vice Chair, IAASB
Jen Sisson, CEO, IGCN
Patrick Parent, Chair, Committee ofEuropean Auditing Oversight Bodies

Colin Baines, Stewardship Manager,Border To Coast Pensions Partnership
Catherine Howarth, Chief Executive
Officer, ShareAction

14:55 Short turnaround break
15:00 – A2: ESG ratings: Overhaul orbusiness as usual?

15:00 – B2: Corporate due diligence: Risk, 15:00 – C2: ESG-labelled bonds: Ensuring
regulation and reporting
integrity, managing incentives•CSDDD outcome and next steps

What do recent developments to• Investor due diligence approachesregulate or provide guidance for ESG
and developments
ratings mean in practice for ratings• The regulatory outlook acrossproviders and investors?
jurisdictions• How can ESG ratings evolve further?
• Managing supply chain risk: the• The potential for leveraging forwardchallenges for investors
looking data from company
Moderator: Gina Gambetta, Senior
reporting
Reporter, Responsible Investor
Moderator: Khalid Azizuddin, Senior
Jamie Williamson, Executive Director,
Reporter, Responsible Investor
ICoCA
Vipul Arora, Partner, ESG and Climate
Isabella Ritter, Senior EU Policy Officer,Solutions, Sattva Consulting
ShareAction
Alexandra Pavlovskis, ESG Product
Aleksandra Palinska, Executive Director,
Strategy Lead, Financial Information, SIX
Eurosif
Linda Zeilina, Founder and CEO, ISFC••••

Will the EU Green Bond Standard
prove successful in raising quality?
Are other jurisdictions likely tofollow?
Is the SLB market reaching its
moment of maturity after long
periods of controversy?
How are investors pricing SLB stepups?

Moderator: Dominic Webb, Senior
Reporter, Responsible Investor
Anand Rajagopal, Private Markets
Sustainability Lead, Phoenix Group
Simone Utermarck, Senior Director,Sustainable Finance, ICMA Group
Irina Velieva, Director, Sustainable
Finance, S&P Global Ratings
Peter Munro, Head of Division, Investor
Relations and Sustainable Finance, EIB

15:45 Networking break16:00 Workshops
This session allows participants to learn from both experts and each other, providing interactive small group discussions guided by designated facilitators.

Workshop A - Carbon
markets

Workshop B - Climate
adaptation

Co-Facilitator: Arnaud
Filhol, CEO, France Valley

Co-Facilitator: Craig
Davies, CEO, Cadlas

Co-Facilitator: Julie
Moret, Global Head of
Sustainable Investing andStewardship, Northern
Trust AssetManagement

Co-Facilitator: Alex
Kennedy, Head,
Sustainable Finance
Solutions, Standard
Chartered Bank

Co-Facilitator: MichaelWilkins, Executive
Director & Professor ofPractice, Centre For
Climate Finance &Investment, Imperial
College Business School

Co-Facilitator: Catherine
Bremner, Chief Strategy
Officer, Impax AssetManagement

Workshop C - Scope 3
Co-Facilitator: Claire
Elsdon, Global Director,
Capital Markets, CDP
Co-Facilitator: James
Vaccaro, Chief Catalyst,
Climate Safe Lending
Network

Workshop D - Criticalminerals

Workshop E - Social
data

Facilitator: Phil Bloomer,
Executive Director,Business & HumanRights Resource Centre

Co-Facilitator: Signe
Andreasen Lysgaard,
Chief Adviser, HumanRights and Business
Co-Facilitator: Clare
Richards, Director,Social, Responsible
Investment, Church ofEngland Pensions Board
Co-Facilitator: Shavana
Haythornwaite, ESG
Research Associate
Director, Human Rights
and Conflict Zones,
Morningstar
Sustainalytics

17:00 Networking drinks
18:30 End of day one
Day two
Thursday 13 June
8:00

Registration and refreshments

8:00

Invitation only AO breakfast

Join fellow asset owners for a breakfast briefing and peer-to-peer discussions. This is a closed-door session for asset owners only.
Hilkka Komulainen, Head of Responsible Investment, Aegon UK
Patrick Peura, ESG Engagement Manager, Allianz Investment Management, Co-lead of the Net-Zero Asset Owner AllianceEngagement Track
Ed Collins, Director, InfluenceMap
Stream A
9:00 – A3: Deep dive: Assessing
corporate transition plans•

What makes a credible transitionplan?

Stream B
9:00 – B3: Deep dive: Scenario analysis:
An investor’s guide••

Physical risk vs transition risk
Understanding central bank models

Stream C
9:00 – C3: Deep dive: TNFD reporting•••Tools and methodologies
Corporate case study
Investor perspective••••

Models and methodologies
assessed
Sectoral approaches anddistinctions
Timelines for transition
The role of carbon pricing andoffsets in transition plans

Moderator: Carmen Nuzzo, Professor inPractice - Executive Director, Transition
Pathway Initiative Centre LSE
Honor Fell, Associate Director andSustainable Investment Lead, Universityof Cambridge Asset Management
Rafel Servent, Engagement Manager,
MUFG Asset Management•

Lessons from the insurance
industry

Moderator: Jakob Thomä, Co-Founder &Research Director, Theia Finance Labs
Sandy Trust, Chair, IFOA’s Sustainability
Board
Jean Boissinot, Head of Secretariat,
Network for Greening the Financial
System (NGFS)

Moderator: Romie Goedicke den Hertog,
Co-Head Nature, UNEP FI
Stephanie Hime, Director and founder,
Little Blue Research
Steven Bullock, Managing Director, Global
Head of Research and Methodology, S&P
Global Sustainable1
Elisa Vacherand, Deputy Practice Leader,
Finance, WWF International

Agnieszka Trzcińska, Team Lead ofFinancial Stability, European Central Bank
Girish Narula, Head of Sustainable
Finance, EMEA and APAC, ICE

Claire Dorrian, Head of Sustainable
Finance, Capital Markets and Post Trade,LSEG
9:40 – A4: Engagement in emerging
markets

9:40 – B4: Nature data: Measurement,metrics, missing pieces

9:40 – C4: What’s in a name: Navigating
the regulatory focus on fund names••••

Bonds vs equities: where are thegreater opportunities for influence?
Public sector: engaging withsovereigns and SOEs
Making and measuring impact
through engagement
Strength in numbers: the power ofcollaborative engagement

Moderator: Lucy Fitzgeorge-Parker,
Editor, Responsible Investor•••••

How are innovations in locationspecific data filling in the gaps?
How are investors approaching thebiodiversity metric debate?
Is ocean ecosystem data the nextfrontier?
What does contributing to “naturepositive” mean?
How are investors starting to set
nature targets for their portfolios?

Olga Hancock, Head of Responsible
Investment, Church Commissioners forEngland

Moderator: Gina Gambetta, Senior
Reporter, Responsible Investor

Amy Wilson, Head of Stewardship Team,Norges Bank Investment Management

Micha van den Boogerd, Director
Responsible Investment Services, TAUWGroupPeter Taylor, Corporate ProgrammeDirector, IIGCC
Alasdair Docherty, Sustainable Financeand Data Analyst, Institute for Energy
Economics and Financial Analysis (IEEFA)

Serkan Batir, Managing Director, Global
Head of Product Development, ISS STOXX
Jimena Alvarez, Lead Greening Finance for
Nature, Resilience & Development Group,
Environmental Change Institute,
University of Oxford••••How should the European
Commission balance ambition andinteroperability in its SFDR reforms?
How are managers preparing for
the UK labels to come into force?
Is there a still a role for voluntarylabels or have they had their day?
Do new naming rules eliminate thepossibility of greenwashing or are
there still gaps?

Moderator: James Alexander, Chief
Executive, UK Sustainable Investment
and Finance
Elizabeth Lance, Assistant Chief Counsel,
ICI Global
Sara Woodroffe, Manager ESG Policy &Advisory Team, Financial Conduct
Authority
Lorenzo Saa, Chief Sustainability Officer,
Clarity AI

10:20 – A5: Sustainability and insurers:
limitations and opportunities•••

Understanding the specificsustainability requirements ofinsurers as asset owners
How has Solvency II affected
insurers’ ability to finance theenergy transition?
Where are the main opportunities
for insurers in ESG investing in2024?

Moderator: Rory Sullivan, CEO, Chronos
Sustainability
Sindhu Krishna, Head of Sustainable
Investment, Phoenix Group
Mette Emsholm Gahr, Climate Investment
Analyst, Zurich Insurance

10:20 – B5: Climate lobbying: Tradeassociations, transparency andreporting••••

Are companies becoming more
receptive to investor engagement
on lobbying?
Has lobbying really risen up theagenda of investors or just a “noisyfew”?
The role of trade associations
Investor-company case study post
trade review

Moderator: Paul Verney, Features Writer,
Responsible Investor
Tom Lorber, Director of Climate Finance &Accountability, CIFF
Delaney Greig, Director, Investor
Stewardship, University Pension PlanOntario
Vaishnavi Ravishankar, Head ofStewardship, Brunel Pension Partnership

10:20 – C5: ESG data: Meeting theevolving needs of responsible investors•••

What will CSRD and other corporate
disclosures mean for ESG data usersand providers?
What type of data is lacking – what
are some emerging data points thatinvestors want?
How much is too much? Estimations
and models

Moderator: Khalid Azizuddin, Senior
Reporter, Responsible Investor
Nicoletta Centofanti, CEO, Luxembourg
Sustainable Finance Initiative (LSFI)
Mandy Chung, Vice President, ESG ProductManager, FactSet
Theodor Christensen, CEO, Envira
Frédéric Ducoulombier, Foundingdirector, EDHEC-Risk Climate ImpactInstitute11:00 Networking break
11:30 Keynote: Bridging the gap: Science and nature finance
Douglas Gurr, director of the Natural History Museum, discusses the outlook for biodiversity policymaking, the implications forinvestors, and how scientists and public institutions can help drive finance to address nature loss
Doug Gurr, Director, Natural History Museum
Moderator: Gina Gambetta, Reporter, Responsible Investor
11:50 Plenary 5: Deforestation, water, pollution: Where should investors start with biodiversity?
••••

What are the challenges and opportunities in addressing different drivers of nature loss?
Where are corporates currently focusing their nature strategies?
What role should data availability play in determining investors’ biodiversity strategy?
Which tools are most effective for investors in addressing biodiversity loss?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor
Robin Millington, CEO, Planet Tracker
Anita de Horde, Co-founder and Executive Director, Finance for Biodiversity
Eva Cairns, Head of Responsible Investments and Stewardship, Scottish Widows
12:30 Lunch13:10 Fireside chat: Evolution of ESG
Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor
Colin Melvin, Founder and Managing Director, Arkadiko Partners
Paul Clements-Hunt, Founder, The Blended Capital Group
13:35 Plenary 6: From activism to compliance: The changing face of sustainability in institutional investment••••

How have the roles and remits of sustainability and responsible investment professionals at institutional investors evolved overthe past 10 years?
What have these changes meant for the relationship between asset owners and asset managers?
Has the increasing reporting burden diverted resources away from stewardship and engagement?
How can sustainability professionals most effectively drive change in their organisations and the wider industry going forward?

Moderator: Lucy Fitzgeorge-Parker, Editor, Responsible Investor
David Russell, Chair, Transition Pathway Initiative
Leanne Clements, Head of Responsible Investment, People’s PartnershipWill Martindale, Co-founder, Canbury Insights
14:15 Networking break
14:25 Plenary 7: Return on engagement: Measuring the impact of stewardship••••

How can investors best track and report on stewardship impacts?
Active ownership vs passive ownership
How can impact and influence be assigned in collaborative engagements?
What do asset owners want to see from managers on stewardship impact?

Moderator: Deborah Gilshan, Head of ESG and Stewardship, Europe, AustralianSuper
Hilkka Komulainen, Head of Responsible Investment, Aegon UK
Bruce Duguid, Director, Head of Stewardship, Federated Hermes
Patrick Peura, ESG Engagement Manager, Allianz Investment Management, Co-lead of the NZAOA Engagement Track
Eugenia Unanyants-Jackson, Global Head of Environmental, Social & Governance, PGIM
15:10 Plenary 8: Making the case for 1.5C: Investor strategies
Few investors that have set 1.5C targets for their investments have rolled back on these goals despite it looking unlikely that this target
will be met. But what is actually feasible for asset managers and asset owners if the real economy doesn’t decarbonise fast enough? Thispanel will see a number of investors make the case for how they view 1.5C, what they’re doing to ensure Paris-alignment and thechallenges they face.
Moderator: Jakob Thoma, Co-Founder & Research Director, Theia Finance LabsMichiel De Smet, Sustainable investment expert, National Bank of Belgium
Adam Gillett, Senior Investment Director, Railpen
Caroline Cook, Head of Climate Change, Ballie Gifford
Laura Hillis, Director of Climate and Environment, Church of England Pensions Board
Robert Edwards, Director of Product Management, Morningstar Indexes
16:00 Closing remarks and end of conference