8:50 Chair’s opening remarks

Moderated by: Tim Carbery, Managing Partner, CastleHill Managed Risk Solutions, LLC


9:00 Reviewing global regulatory requirements and managing disparities in approaches

Session details 

  • Reviewing requirements and reporting metrics from UK and EU
  • Future state of regulation
  • Developing consistent reporting standards
  • Exposure to European SFDR
    • Impact to evaluation of securities and exposures
  • Grouping of IFRS and FASB
    • Reviewing exposure draft
  • ISSB alignment with SEC disclosure requirements
  • Aligning operations with Paris agreement

Kevin Clarke, Executive Director, Group Regulatory and Governance, UBS


9:35 Developing standard reporting frameworks and systems to understand the strategic impacts of climate risk

Session details 

  • Future of regulatory frameworks and expectations of key stakeholders for risk management
  • Climate change impact on  social justice and economic development
  • Scoring collateral for climate change in the context of the new frameworks
  • A case study on applying new systems and frameworks to strategy

Federico Galizia, Chief Risk Officer, Inter-American Development Bank

10:10 Morning refreshment break and networking


10:40 Addressing the climate crisis and adapting portfolios and investment decisions to further drive change

Session details 

  • Using capital in a way that is credible and meaningful
  • Transitioning to a low carbon economy
  • Challenges and opportunities of the climate crisis
  • Transparency over decision making
  • Optimizing portfolios for carbon exposure
  • Developing infrastructure for change
  • Agility to respond to change and accelerate commitments
  • Impact of geopolitical risks on timelines
  • Social considerations when transitioning
    • Impact to jobs and lower income areas and groups

Jennifer Sullo, Global Head of Sustainability (Multi-Asset Solutions), Goldman Sachs
John George, Director, responsible Investment, Nuveen
Elliot Yama, Director, ESG – Product Marketing, Riskonnect, Inc.
Hervé Duteil, Chief Sustainability Officer, BNP Paribas, Americas



11:25 The future of sustainability linked instruments and financing opportunities for change

Session details 

  • Impacts of market downturn on availability
  • Incentivizing sustainability
  • Driving innovation in a market friendly environment
  • Managing funding needs with sustainability goals
  • Reviewing technologies to enable innovation
    • Balancing cost of regulation
  • Financing opportunities for eco infrastructure
  • Financing the energy transition

Clinton van der Spuy, Head of Risk Management Financial Markets Americas, Formerly at Rabobank

12:00 Lunch break and networking


1:00 Developing climate stress testing and forecasting capabilities to accurately assess climate impacts on the organization

Session details 

  • Leveraging scenarios for a meaningful analysis
  • Developing models to replicate losses
    • Collecting data around losses
  • Understanding impact of climate events on books
    • Calibrating with long term goals
  • Designing scenarios and practically implementing stress tests
  • Data, governance, and methodology preparedness
  • Adjusting methodologies to convert data into impact

Chandra Sekhar Khandrika


1:35 Developing an agenda to manage biodiversity challenges and adapting investment decisioning

Session details 

  • Biodiversity and natural capital
  • TNFD developments
  • Developments in subterranean biodiversity and natural capital
    • Impact to investment decision making
  • Developing natural capital protocol for institutions

Sarah Bratton Hughes, SVP, Head of ESG and Sustainable Investing, American Century Investments


2:10 Understanding data requirements and other elements to mitigate greenwashing risks

Session details 

  • Effective tone at the top
  • Maximizing rewards and minimizing risks of sustainable finance
  • Identifying investment opportunities
  • Identifying true value
  • Differentiating organizations making great strides
  • Green relativism and how to better define greenwashing
  • Creating value across industries
  • Engaging stakeholders to accelerate change
  • Regulatory requirements to enhance transparency
  • Decision making on unreliable data
  • Regional variation in effective sustainability strategy

Si-Yeon Kim, Chief Legal, Risk and ESG Officer,Formerly at American Express Global Business Travel
Briana MalloneyClient Lead Partner; Finance and ESG PrincipalSAP Fioneer
Aaron Franklin, Executive Director, Head of Sustainable Finance, Sumitomo Mitsui Banking Corporation
Ekaterina Grigoryeva, Environment and Social Development Specialist (Global Lead, Financial Sector), The World Bank

2:55 Afternoon refreshment break and networking


3:25 Unlocking business opportunities from financing the climate transition

Session details 

  • Strategically viewing and planning for climate financing opportunities
  • Assessing the capex spend challenge
  • Reviewing current financing flows
  • Discussion on investable themes
  • Organization operationalization to unlock opportunities

Munya Muvezwa, Partner, McKinsey & Company


4:00 Setting short term targets to build towards an agile long term net zero target strategy

Session details 

  • Setting a decarbonization pathway
  • Adoption of net zero pathways across the industry
  • Aligning capital expenditures with targets
  • Updating compensation schemes to incentivize meeting targets
  • Techniques to put a price to carbon
  • Reducing carbon to meet Paris Agreement
  • Reviewing technology driving decarbonization
  • Retrofitting industries with technology

Candice Dial, SVP, Director of ESG Investments, Rockefeller Capital Management
Liesel van Ast, Deputy Head, UNEP Finance Initiative


4:45 Identifying costs and economic realities of ESG to gain management buy in and establish an ESG value proposition

Session details 

  • Opportunities ESG changes represent
  • Viewing ESG beyond a compliance exercise
  • Impact to customers and potential to lose business
  • Establishing goals beyond net zero and understanding financial implications
  • Demonstrating value to management
  • Competing priorities with commercial efforts
  • Integrating ESG into core commercial value proposition
  • Internal capacity to implement ESG.

Tobi Petrocelli, Director, Environmental and Sustainability Management, MUFG Americas

5:20 Chair’s closing remarks

5:30 End of day one and networking drinks reception

8:50 Chair’s opening remarks

Moderated by: Juan Aristi Baquero, Partner, McKinsey & Company


9:00 Understanding exposure and adopting strategy to mitigate physical risks of climate change

Session details 

  • Converting climate risk into economic and financial impacts
  • Modeling physical risk over time
  • Impact to bank portfolio and lending strategies
  • Repositioning portfolios
  • Adjusting methodologies for frequency of physical risk events
  • Identifying vulnerable assets

Fanny Charrier, Director – Sustainable Finance Coordinator – Corporate and Leveraged Finance, Credit Agricole CIB
Santosh Mishra, Head of Credit Model & Strategic Analytics, KeyBank


9:45 Framing the Economics of ESG: What Markets, Regulators, and Corporations Are Telling Us Today

Session details 

  • Moving from progress in reporting to reporting progress
    • Increased importance on precision
  • Application of precision to impact, financial spend and market mechanisms
  • Energy crisis: Who pays and who should pay for the energy transition and how
  • Developing ESG aspirations in reality
  • Where are we today? Lessons learned so far

Karl Pettersen, Chief Sustainability Officer, Americas, Societe Generale

10:20 Morning refreshment break and networking


10:50 Managing data and system requirements to prepare for disclosure requirements

Session details 

  • Data requirements
    • Collecting data to complete disclosures
    • Leveraging internal and third party resources to collect data
  • Engaging vendors to understand disclosure requirements
    • Managing responsibility to report carbon across supply chain
  • Enhancing disclosures to allow for actionable and informed decision making
  • Capturing and auditing sustainability metrics for disclosure
    • Capturing new figures for utilities, water management, emissions etc….
  • System and data development for implementation

Eivind Lorgen, Chair Emeritus – Investor Advisory Group, SASB Standards


11:25 Reviewing data management frameworks to develop a holistic program of internal and external data

Session details 

  • Collecting usable data for modeling
  • Limitations with a lack of historical data
  • Treatment of various sources including unstructured data
  • Collecting data to satisfy investor appetite
  • Developing standardized metrics across financial services
  • Reliability of data sources and assurance on numbers
  • Finding consistent data across jurisdictions
  • Understanding disparities across external providers
  • Developing a standardized data framework to compare issuers
  • Data to measure and report climate exposure and emissions

Jay Cook, former Chief Risk Officer, International, Lloyds Banking Group
Julie Mansfield, Director of Customer Strategy, Jupiter Intelligence
Nosa Omoigui, CEO & Founder, Weave.AI
Hannah Herold, Director of ESG Research, American Century Investments


12:15 Monitoring supply chain risk and reviewing scope 3 requirements beyond climate

Session details 

  • Measuring risk of supply chains
  • Monitoring labor rights and anti-bribery and corruption
  • Reviewing sanctions impacts across supply chain
  • Monitoring scope three emissions across supply chain globally
  • Incorporating continuous monitoring into controls
  • Managing jurisdictional and cultural disparities
  • Application of Scope 3 to human rights and social considerations

Si-Yeon Kim, Chief Legal, Risk and ESG Officer, Formerly at American Express Global Business Travel
Tim Carbery, Managing Partner, CastleHill Managed Risk Solutions, LLC

12:50 Lunch break and networking


1:50 Incorporating diversity, equality and inclusion targets internally and externally within a broader ESG framework

Session details 

  • Ensuring diversity in vendor make up
  • Engaging businesses in supplier inventory
    • Diversifying human capital
  • Opportunities to build a more diverse population of suppliers
  • Collecting data on suppliers and potential suppliers to track diversity
  • Practical application to leverage diversity of knowledge as a result of backgrounds
  • Setting diversity targets
  • Reviewing community investment targets and social impact


Fanny Charrier, Director – Sustainable Finance Coordinator – Corporate and Leveraged Finance, Credit Agricole CIB
Akita Somani, SVP, BNPL/ POS Lending, DEI Champion, U.S. Bank


2:35 Managing increased acceleration of investor interest in ESG disclosures and transition financing

Session details 

  • Understanding how disclosures are driving investment decisions
  • Increased scrutiny from investors on ESG
  • Challenges around comparability and data
  • Generating positive return portfolios
    • Monitoring sound corporate governance and environmental planning
  • Continued investment in renewable energy
  • Diversifying loan portfolios relating to energy
  • Evaluating changes to risk profile with renewable energy portfolios
  • Tax credit investments to diversify portfolio
  • Investments in infrastructure to transition away from fossil fuels
  • Identifying risk tolerance and appetite for transition projects

Markus Lammer, COO, Ultra High Net Worth Business, Credit Suisse 

3:10 Afternoon refreshment break and networking


3:20 Understanding stakeholder expectations to better demonstrate awareness and action on ESG issues

Session details 

  • Banking decisions based on values
  • Developing a mission statement for ESG
  • Identifying what stakeholders are looking for in a company
  • Demonstrating awareness of ESG issues
  • Developing social media strategies
  • Ensuring clarity from the top

Gary R. Levante, SVP, Corporate Responsibility & Culture, Berkshire Bank

3:55 Chair’s closing remarks

4:05 End of Congress