8:00 Registration and breakfast | 8:50 Chairs’s opening remarks

Day 2 Moderator: Mark Etherington, CTO, Crux

METRICS AND RATINGS

9:00 Developing standardized metrics and ratings and embedding into strategy

  • Industry leading rating agencies
    • Convergence in approach
  • Aligning data points and metrics
  • Determining ESG rating for investors
  • Rationalizing metrics
  • Learning to trust metrics by ensuring accurate information
  • ESG investment grading
  • Aggregating all components and using for decision making
  • Managing lack of data and information

Lourenco Miranda, Managing Director, Regional Head of ESG Risks, Former Société Générale

Interact on Slido

SUSTAINABILITY – PANEL DISCUSSION

9:35 Maintaining sustainability of ESG agendas to ensure consistency and meet long term strategic goals

  • Keeping ESG a consistent agenda for corporations
  • Industry collaboration to find consistency in metrics, reporting and tracking
  • Industry and government moving towards common goal
  • Developing industry metrics to track and report against
  • Setting measurable goals and targets
  • Industry collaboration and frameworks

Sally Michalski, Head of ESG Strategy & Engagement for Alternatives, BlackRock
Michael Cook, Director of ESG and Sustainability, American Express
Frederick Isleib, Director of ESG Research, Manulife Investment Management
Eivind Lorgen, Chair, Sustainability Accounting Standards Board (SASB) – Investor Advisory Group (IAG)
MaryKate Bullen, Director of Sustainability and ESG, Forest Investment Associates

Interact on Slido

10:20 Morning refreshment break and networking 

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Moderator: Jag Lamba, Founder and CEO, Certa

SCOPE 3 REPORTING

10:50 ESG Footprint: Managing uncertainty on Scope 3 reporting and expectations

  • Managing dependence on supply chain (Scope 3 emissions) on ESG footprint
  • Expectations when Scope 3 remains under regulated and under reported
  • Gathering accurate data for Scope 3 reporting
  • Future of regulation and reporting requirements

Jag Lamba, Founder and CEO, Certa

Interact on Slido

GREENWASHING – PANEL DISCUSSION

11:25 Ensuring measurable and accurate reporting to mitigate risk of greenwashing

  • Reviewing the dangers of greenwashing and social washing
  • Identifying greenwashing from metric uncertainty
  • Ensuring measurable and accurate reporting
  • Monitoring data sources
  • Validating self reported numbers without audits
  • Developing a standardized definition of ESG
  • Border between moral and financial fraud
  • Determining relevance and validity of reports

Kenneth Wolckenhauer, VP, Vendor Management, Nordea Bank New York Branch
Liesel Van Ast, Deputy Head, UNEP Finance Initiative

Interact on Slido

12:10 Lunch break and networking 

CLIMATE TREATIES

1:10 Reviewing commitments with adherence to international treaties and incorporating into strategies

  • Implementation of international treaties including Paris Accord
  • Influences on decision making on ESG
  • Impacts on global operations
  • Impact of treaties on global institutions
  • Aligning commitments with transition
    • Environmental and social materiality
  • PCAF agreement on financed emissions

Ivan Frishberg, Chief Sustainability Officer, Amalgamated Bank

Interact on Slido

ESG STRATEGY

1:40 Overcoming the evolving ESG landscape and looming regulations

  • Managing the core demand drivers for ESG in financial services
  • Key lessons learned in the ESG journey to date
  • The impact of upcoming SEC disclosure requirements
  • Overcoming core barriers in implementing an effective ESG strategy
  • What frameworks are financial services firms adopting to get prepared

John George, Director, Responsible Investment, Nuuven
Andy Golub, Head of Market Risk and Capital Management Oversight, CIT

Interact on Slido

2:20 Afternoon refreshment break and networking

CLIMATE CHANGE

2:50 Reviewing transitional risks and integrating flexibility in metrics to manage evolution of events

  • Changes to climate related disclosures
  • Integrating climate considerations across the business
  • Monitoring greenhouse gas intensity of companies
  • Integrating TCFD recommendations
  • Incorporating into future business decisioning
  • Developing a risk taxonomy, risk identification and assessment
  • Reviewing impact of transition risk on portfolio
  • Transition from environmental factors to credit and market risks

Amit Madaan, Managing Director, BlackRock Financial Management Inc.

Interact on Slido

CLIMATE CHANGE – PANEL DISCUSSION

3:25 Managing physical risks of climate change and impact to portfolio and assets

  • Extremes in climate events
    • Increased frequency and severity
  • Understanding impact of climate change on portfolio through scenario analysis and stress testing
  • Determining geolocation of assets and composition of portfolio
    • Understanding transition to renewable sources
  • Determining exposure to environmental factors
    • Climate change, biodiversity, water security etc.
  • Concentration risk with vendors and third parties in certain locations

Lakshmi Murthy, Global Lead – Climate Risk, ESG and Sustainability, Credit Suisse
Amit Madaan, Managing Director, BlackRock Financial Management Inc.
Bruce M. Kahn, Ph.D., Climate Solutions Specialist, MSCI

Interact on Slido

4:10 Chair’s closing remarks

4:15 End of Congress

 

Moderator: Colleen Milazzo, SVP, TPR Software Products, Shared Assessments

OWNERSHIP AND ACCOUNTABILITY 

10:50 Enhancing board engagement to lead ESG dialogue and drive change from the top

  • Recruiting a chief sustainable officer to drive initiative
  • Impact to CFO and balance sheet
  • Integration within strategy from the top
  • Managing regulatory impact and business opportunities
  • Including societal changes on board including diversity and inclusion
  • Managing pressure on societal changes
  • Importance of executive leadership to ESG success

Alessia Falsarone, Managing Director, Portfolio Strategy and Risk DMFI, PineBridge Investments

Interact on Slido

DATA – PANEL DISCUSSION

11:25 Developing applicable, measurable data and processes to measure social risks

  • Leveraging for buy in across business units
  • Defining ESG objectives to better understand data requirements
  • Collecting data to manage board expectations
  • Collecting consumer behaviour data
  • Leveraging new data sources
    • Social media tracking
    • News and headlines
  • Monitoring diversity data
  • Data requirements across supply chain to support social

Jennifer Grzech, Director, Responsible Investing, Nuveen
Lakshmi Murthy, Global Lead – Climate Risk and ESG Analytics, Credit Suisse
Leah Wooldridge, Principle ESG Solution Engineer, Workiva

Interact on Slido

12:10 Lunch break and networking 

ETHICAL SUPPLY CHAINS

1:10 Monitoring and tracking supply chains to ensure ethical standards

  • Supply chain governance considerations
  • The impact of ESG on the supply chain
  • Increasing communication across vendors and financial institutions
  • Methods for managing integrated assessments, controls, and monitoring
  • Resilience of critical suppliers internally and systematically

Barbara-Ann Boehler, Regulatory, Compliance Analyst, Aravo Solutions 

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SOCIAL

1:45 Enhancing standards and data to assess social issues and externalities

  • Navigating the universe of frameworks, standards and data sources
  • Labor & human capital management in an evolving landscape
  • Frameworks for furthering diversity and inclusion and racial equity
  • Tying social metrics to business metrics

Jennifer Grzech, Director, Responsible Investing, Nuveen

Interact on Slido

2:20 Afternoon refreshment break and networking

ESG

2:50 Determining best practice for formalizing and maturing ESG in financial institutions

  • Minimum standard for what ‘good’ looks like
  • Defining processes and expectations
  • Achieving ESG goals fundamental to business
  • Industry best practices and treatment of third parties
  • Developing an ESG code of conduct
  • Understanding consistency in reporting, measurement and metrics
  • Evolution to corporate responsibility around climate change
  • Identifying areas of focus within each organization
  • Identifying goals and aligning with UN sustainable Development goals

Kenneth Wolckenhauer, VP, Vendor Management, Nordea Bank New York Branch 

Interact on Slido

REPUTATION – PANEL DISCUSSION

3:25 Understanding the role of social agendas on reputation and aligning with customer and investor expectations

  • Social impacts and events
  • Increased risk of social media and tracking brand reputation
  • Protecting brand as a secondary concern
  • Reviewing across supply chains
  • Customer demand for diversity and inclusion
  • Impact on investor decisioning
  • Brand recognition and reputation management
  • Deriving benefits from data and setting fair practices
  • Incorporating within company culture

Olga Puntus, Environmental and Social Risk Management Lead,Wells Fargo Bank
Karl Viertel, General Manager, GRC, Mitratech

Interact on Slido

4:10 Chair’s closing remarks

4:15 End of Congress