PLEASE SELECT A DAY FROM THE BELOW DROPDOWN TO VIEW THE AGENDA:
8:50 Chair’s opening remarks
Moderated by: Tim Carbery, Managing Partner, CastleHill Managed Risk Solutions, LLC
REGULATION
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
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
CLIMATE RISK – PANEL DISCUSSION
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
FINANCIAL INSTRUMENTS
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
CLIMATE STRESS TESTING
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
BIODIVERSITY
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
GREENWASHING – PANEL DISCUSSION
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 Malloney, Client Lead Partner; Finance and ESG Principal, SAP 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
CLIMATE FINANCING
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
NET ZERO – PANEL DISCUSSION
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
ECONOMIC REALITIES
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
PHYSICAL RISK – PANEL DISCUSSION
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
ESG ECONOMICS
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
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
DATA – PANEL DISCUSSION
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
SUPPLY CHAIN RISK
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
DIVERSITY, EQUITY AND INCLUSION- PANEL DISCUSSION
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
INVESTOR INTEREST
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
STAKEHOLDER INTEREST
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
