

Why should you attend?
More defined from the ESG predecessor, Climate Risk is a critical challenge for financial institutions, affecting credit risk, asset prices and with increased regulatory pressures. Upward pressure with the need to change to environmental concerns, with increase of extreme weather events and transition risks have placed additional requirements on financial institutions.
CeFPro has assembled an impressive line-up of thought leaders to address the critical challenges faced by financial institutions, with presentations, interactive panel discussions, roundtables and interactive polling sessions…

Key highlights
- REGULATION:
Managing the prescriptiveness of regulation and the complexities of global expectations
- CLIMATE SCENARIO ANALYSIS:
Reviewing the Federal Reserve scenario analysis requirements, guidelines and results
- TRANSITION RISK:
Developing a roadmap for successful implementation and execution of transition plans
- PHYSICAL RISK:
Assessing the relationship and impact of physical risk across other areas of an organization
- BIODIVERSITY & NATURE:
Navigating the complex relationship between climate, biodiversity and nature related risk
- CARBON MARKETS :
Leveraging investment opportunities in the current and future carbon markets landscape
- NET ZERO:
Distinguishing the difference between making net zero commitments and developing a robust transition plan
- DECARBONIZATION:
Understanding the challenges and opportunities of decarbonizing your portfolios

An engaging and interactive agenda spread across 2-days
Participate in a comprehensive exploration of the topics at hand via presentations, panel discussions, and live Q&As to facilitate learning and engagement.

Subject matter experts share their knowledge and experiences
Our line-up of 30+ knowledgeable and experienced practitioners speakers bring the highest standard within the industry, offering fresh perspectives and insights for you to return to your department with.

7+ hours of available networking opportunities
Continue conversations from inside the auditorium over coffee, lunch, and at our complimentary drinks reception. Make meaningful career-long industry connections to use to your professional advantage.
Hear from subject matter experts and industry thought leaders
Key speakers

Christel Saab
Unit Chief, Environmental and Social Risk Management
Inter-American Development Bank

Tobi Petrocelli
Director Environmental and Sustainability Management
MUFG

Imtiaz Hussain
Managing Director and Deputy Chief Auditor
BNY Mellon

David Szmigielski
Director, Sustainable Finance & Advisory
Wells Fargo

Leah Daly
Senior Director, Environmental, Social, Governance, SVP
Santander

Derek Jun
Managing Director, Head of Climate Risk
Nuveen, A TIAA Company Bank

Olga Puntus
Executive Director, Global E&S Risk
JPMorgan Chase & Co

David Carlin
Head of Climate Risk and TCFD
UNEP Finance Initiative

Kevin Clarke
Executive Director, Group Regulatory and Governance
UBS

Marina Severinovsky
Head of Sustainability, North America
Schroders
I think the most important value I derive from CeFPro conferences is to be able to benchmark what my bank is doing against the industry.
I am honoured to have had the opportunity to moderate and speak at ESG USA. The sessions were packed with engaging presentations and discussions.
Another excellent, well organised Congress with solid speakers and moderators, and a very engaged audience.
It has been a long time since I have seen the level of collaboration and thought leadership I was able to be a part of [at ESG USA]. So thankful to CeFPro for hosting.
The insightful conversations continued over coffee, in the hallway, at the sponsor stands and over lunch are the way it should be when we communicate.
Session previews and related insights
Get an insight of what to expect from the Congress with our past and present speaker session previews.
Inclusion and integration of ESG within decision making across risk silos
Inclusion and integration of ESG within decision making across risk silos Imtiaz Hussain, Managing Director and Deputy Chief Auditor, BNY Mellon Below is an insight into what can be expected from Imtiaz's session at Risk EMEA 2023. {{ vc_btn: title=Find+out+more+about+Risk+EMEA&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Frisk-emea%252F }} The views and opinions expressed in this article are those of he thought leader
Managing climate risk financial risks and reflecting climate risk into capital frameworks
Managing climate risk financial risks and reflecting climate risk into capital frameworks Julius Herfel, Head of Audit, BNY Mellon Below is an insight into what can be expected from Julius's session at Risk EMEA 2023. {{ vc_btn: title=Find+out+more+about+Risk+EMEA&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Frisk-emea%252F }} The views and opinions expressed in this article are those of he thought leader as an
Managing implementation and data challenges within Scope 3 calculations
Managing implementation and data challenges within Scope 3 calculations Maureen Bray, Climate Strategy Consultancy Senior Director EMEA, 3Degrees Below is an insight into what can be expected from Maureen's session at ESG Europe 2023. {{ vc_btn: title=Find+out+more+about+ESG+Europe&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fesg-europe%252F }} The views and opinions expressed in this article are those of he thought leader as an individual,
Reviewing transition progress and bench marking industry progress
Reviewing transition progress and bench marking industry progress Graham Lloyd, Director of Strategy, Performance & Sustainability, Nationwide Building Society Below is an insight into what can be expected from Graham’s session at ESG Europe 2023. {{ vc_btn: title=Find+out+more+about+ESG+Europe&style=outline-custom&outline_custom_color=%23001c64&outline_custom_hover_background=%23001c64&outline_custom_hover_text=%23ffffff&link=url%3Ahttps%253A%252F%252Fwww.cefpro.com%252Fforthcoming-events%252Fesg-europe%252F }} The views and opinions expressed in this article are those of the thought leader as an
Sponsors
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To discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities, please contact sales@cefpro.com or call us on +1 888 677 7007 ext. 207 for more information.
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Associate sponsor
Content and media partners
Agenda
8:00 – 8:50
Breakfast and refreshments
8:50 – 9:00
Chair’s opening remarks
9:00 – 9:35
REGULATION
Adapting strategies to manage prescriptiveness of regulation and the complexities of global expectations
- Reviewing the current and upcoming climate regulation and policy landscape
- Assessing the impact of IRA on climate risk management
- Navigating the climate regulatory landscape
- Managing a lack of regulatory consistency and convergence
- Impact of EU regulatory framework on the US
- Navigating global regulation vs US state by state legislations
- Political impact of complexity
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Marika P. Christopher, Senior Director, Responsible Investing Strategy and Solutions, Nuveen, A TIAA Company |
9:35 – 10:20
CLIMATE SCENARIO ANALYSIS – PANEL DISCUSSION
Reviewing the Federal Reserve scenario analysis requirements and guidelines and future wider industry implications
- Assessing timelines and what this means for the industry
- Benchmarking results of climate scenario analysis
- Comparison between Fed, ECB and PRA requirements
- Managing varying climate scenario analysis maturity levels
- Leveraging scenarios to understand macro implication and physical risks of climate
- Managing data limitation for severe stress scenarios
- Defining when a normal event becomes a climate type analysis
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Sharon Asaf, Director, Climate Risk Scenario Analysis, Citigroup |
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Derek Jun, Managing Director, Head of Climate Risk, TIAA & Nuveen |
10:20-10:50
Morning refreshment break and networking
10:50 – 11:25
CLIMATE RISK
Measuring, managing and quantifying the impacts of climate related risk
- Integrating climate risk measurements into strategy
- Evaluating a banks portfolio from a climate risk perspective
- Translating climate risk into a measure of financial risk and performance
- Understanding the direct impact of climate on other risk silos
- Identifying type and impact of a climate risk
- Understanding climate risk metrics and indicators
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Sarah Bratton Hughes, SVP, Head of ESG and Sustainable Investing, American Century Investments |
11:25 – 12:10
DISCLOSURES – PANEL DISCUSSION
Reviewing disclosure requirements and understanding what final disclosure rules could mean for institutions
- Disparities of disclosure requirements between regions
- Ensuring appropriate controls and systems are in place to meet disclosure requirements
- Overcoming fragmented disclosures globally
- Data requirements
- Impact of SEC disclosures on transition risks
- Understanding potential reputation risks as a result of disclosures
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Tobi Petrocelli, Director Environmental and Sustainability Management, MUFG |
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Leah Daly, Senior Director, ESG, Santander US |
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Ekaterina Grigoryeva, Environment and Social Development specialist (Global Lead, Financial Sector), The World Bank |
12:10-12:45
CARBON MARKETS & INVESTMENT OPPORTUNITIES
Reviewing the current and future carbon markets landscape
- Assessing the status of carbon markets
- Key challenges and investment opportunities
- Reviewing carbon development projects by region
- Leveraging opportunities into best-in-class investment strategies
- Technological developments in carbon markets
- What does the future hold for carbon markets?
12:45-1:45
Lunch break and networking
1:45-2:20
REPORTING
Anticipating new reporting requirements from the ISSB
- Managing increase in regulatory requirements and incorporating forward looking metrics
- Use of granular data in reporting
- Additional climate factors under TCFD and what should be reported
- Understanding how banks report climate metrics
- Ensuring climate is effectively reported to the board
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Kevin Clarke, Executive Director, Group Compliance, Regulatory and Governance, UBS |
2:20- 2:55
TRANSITION RISK
Developing a roadmap for successful implementation and execution of transition plans
- Challenges transitioning to a low carbon economy
- Need for regulation to drive transition to a low carbon economy
- Transitioning areas heavily dependent on fossil fuels
- Long and short terms impacts of transition on economic inequality
- Leveraging data to provide transition pathway and drive transition
- Use of forward looking metrics to asses transition readiness
2:55-3:25
Afternoon refreshment break and networking
3:25- 4:00
PHYSICAL RISK
Understanding the relationship and ripple effect of physical risk across other areas of an organization
- Assessing the potential vulnerabilities of your portfolio to physical risk
- Managing internal and external physical data
- Location specific data challenges
- Granularity, location and deep location
- Identifying all physical assets owned by a company
- Impact of compounding physical risks
- Effectively using physical mapping
- Viewing physical and transition risk in totality
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David Carlin, Head of Climate Risk and TCFD, UNEP Finance Initiative |
4:00- 4:35
CLIMATE RISK IMPLEMENTATION
Implementing climate risk into day to day risk management and business decisions
- Driving implementation with compliance and regulatory focus
- Realigning business perspective of climate risk
- Internalizing climate as a function
- Building internal climate risk capabilities
- Firmwide risk identification assessment
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Christel Saab, Unit Chief, Environmental and Social Risk Management, Inter-American Development Bank |
4:35- 5:10
EXTREME CLIMATE EVENTS
Managing impact of extreme climate events on the banks portfolio and adjusting risk strategies
- Preparing financial institutions for extreme weather events
- Reviewing how the insurance industry are ahead of extreme climate events
- Anticipating an increase in physical hazard events
- Supply chain risk from extreme climate events
- Internal investment to prepare for extreme climate events
- Avoiding geopolitical concentration risks from extreme weather events
5:10-5:20
Chair’s closing remarks
5:20
End of day one and networking drinks reception
8:00-8:50
Breakfast and refreshments
8:50-9:00
Chair’s opening remarks
9:00- 9:45
NET ZERO – PANEL DISCUSSION
Bridging the gap between making net zero commitment and building a robust transition plan
- Transition requirements to meet net zero goals
- Influence SEC climate rules will have on how net zero commitments are set
- Shifting portfolio to stay aligned with net zero targets
- Re-engineering banking lending policies
- Ensuring future investment in green products
- Assessing carbon budget in real time
- Dynamic assessment of net zero trajectory
- Political impact of managing differing commitment goals
- Long and short terms impacts of meeting net zero goals
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Karl Pettersen, Chief Sustainability Officer, Societe Generale |
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Si-Yeon, former Chief Legal, Risk and ESG Officer, American Express Global Business Travel |
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Hal Corin, Vice President Sustainability, Global Real Estate, JPMorgan Chase & Co. |
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Markus Lammer, Chief Operational Officer, Ultra High Net Worth Business, Credit Suisse |
9:45- 10:20
SCOPE 3 EMISSIONS
Ensuring the infrastructure and technology is in place to manage extensive data and reporting requirements of scope 3
- Assessing data availability from the entire value chain
- Supply and customer chain
- Obtaining accurate and usable data
- Ensuring interpretability and comparability
- Defining ownership and accountability
- Ensuring all companies effectively report scope 3 emissions
- Operational risks of meeting scope 3 emissions reporting requirements
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Alessia Falsarone, Executive in Residence, Adjunct Faculty, Circular Economy and Sustainable Business, The University of Chicago |
10:20-10:50
Morning refreshment break and networking
10:50- 11:25
DECARBONIZATION
Understanding the challenges and opportunities of decarbonizing your portfolios and the transference of carbon exposure
- Leveraging data to decarbonize portfolios
- Understanding why just divesting is not a solution to decarbonizing
- Adhering to net zero targets when decarbonizing
- Driving capital to a more sustainable business model when decarbonizing portfolios
- Nature dependencies when offsetting carbon
- Assessing the quality of the carbon offset
- Review of decarbonization technologies
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Marina Severinovsky, Head of Sustainability, North America, Schroders |
11:25- 12:00
FINANCED EMISSIONS
Developing best practice for emission disclosure requirements and methodology
- Understanding where increase emission reduction is being carried out
- Managing limited data on emissions and financial flow
- Anticipating varying emission computation
- Providing emission reduction on a rolling basis
- Managing strategic based risks
- Disclosures under financed emissions
- Maneuvering different methodologies used by different vendors
- Expansion of scope 3 use under financed emissions
- Modeling impact of emissions on different industries and geographies.
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Santosh Mishra, Head of Credit Model & Strategic Analytics, KeyBank |
12:00- 12:45
BIODIVERSITY & NATURE – PANEL DISCUSSION
Understanding the complex relationship between climate, biodiversity and nature related risk
- Biodiversity and deforestation risk as a component of climate
- Reviewing all of the factors that come under biodiversity
- Quantifying the impact companies have on biodiversity
- Incorporating a biodiversity TNFD framework
- Overcoming a lack of measurement clarity
- Commercialization and interconnectivity of biodiversity and nature
- Viewing nature as a solution to climate
- Incorporating nature related issues as part of a broader ESG Framework
- Creating the appropriate level of value for nature
- Reviewing COP 15 outcomes on nature
- Technological vs nature solutions to offsetting carbon
- Nature related impacts of biodiversity
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David Szmigielski, Director, Sustainable Finance & Advisory, Wells Fargo |
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Olga Puntus, Executive Director, Global E&S Risk, JPMorgan Chase & Co |
12:45-1:45
Lunch break and networking
1:45- 2:30
DATA – PANEL DISCUSSION
Reviewing how climate data has evolved and how it needs to continue to evolve to satisfy requirements
- Regulation and SEC disclosure requirements on collecting and measuring data
- Understanding how climate data integrates with the strategy of a bank
- Distinction between physical and transition risk data
- Obtaining consistent structured and unstructured data from across the organization
- Overcoming different methodologies used by different providers
- Conducting sufficient due diligence on third party providers
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Imtiaz Hussain, Managing Director and Deputy Chief Auditor, BNY Mellon |
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Andrew Ford, VP, Global Sustainable Finance, Morgan Stanley |
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Jayme Colosimo, ESG Investment Director, Capital Group |
2:30- 3:05
WATER
Increased assessment of water as a natural resource and a source of risk
- Effectively pricing water as an asset
- Impact of climate on water scarcity
- Water scarcity mapping
- Politicization around water control and where it originates from
- Impact of water scarcity on supply chain
- Reviewing the relationship between water, carbon and land use
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Eugene Karl Montoya Alessandri, Board Director, Climate Resilience Finance Lead, Waterfront Alliance (tbc) |
3:05- 3:40
MODELING
Reviewing the evolution of climate risk modeling and incorporating all climate risk dimensions
- Modeling compounding climate risks
- Incorporating qualitative and quantitative data
- Lack of guidance from regulators
- Importance of forward looking data for modeling
- Building forward looking earnings forecast into pricing models
- Navigating different modeling approaches
3:40-4:10
Afternoon refreshment break and networking
4:10- 4:45
CREDIT RISK
Understanding the relationship between climate and credit risk and overcoming a lack of historical data
- Quantifying climate and environmental risk into credit worthiness assessment
- Assessing how climate can be a driver of credit risk
- Introducing climate related metrics into credit processes
- Factoring climate risk into your lending portfolio
- Physical risk implications on lenders
- Collaboration between climate and credit risk teams
- Incorporating climate data into credit risk models
4:45- 5:20
SOCIAL RISK
Reviewing how social risk and adverse impacts relate to climate change risk
- Implications of transition risk on people
- Offsetting climate catastrophe to protect people
- Upskilling of existing employees to understand climate risk
- Divergency of climate risk within senior management
- Setting climate risk tone from the top
- Attracting and maintaining climate related talent
- Redeeming, divesting and investing in climate positive solutions
Internal co-ordination
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Olga Puntus, Executive Director, Global E&S Risk, JPMorgan Chase & Co
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5:20-5:30
Chair’s closing remarks
5:30
End of Congress
Would your organization like to partner with us on this event?
To discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities, please contact sales@cefpro.com or call us on +1 888 677 7007 ext. 207 for more information.
Sponsors
Co-sponsor
Associate sponsor
Content and media partners
Speakers

Sharon Asaf
Director, Climate Risk Scenario Analysis
Citigroup

Sharon Asaf
Sharon Asaf is a Director in Global Climate Risk at Citigroup. Before joining Citi last year, Sharon was the Climate Risk Framework Executive at Bank of America, where she led the transformation efforts associated with embedding climate risk into the risk framework and core risk management processes. Sharon has more than 15 years of experience working in quantitative finance, both in the private and public sectors. Prior to Climate Risk, Sharon led the validation of models used for scenario generation to drive CCAR and interest rate risk measurement, valuation of mortgage servicing rights and capital calculations.

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

Sarah Bratton Hughes
Sarah Bratton Hughes is a senior vice president and head of ESG & Sustainable Investing for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office.
Sarah is responsible for the driving and executing the firm’s sustainable investing strategy and the management of its ESG research platform and active ownership practices. In her role, she oversees the firm’s dedicated ESG & Investment Stewardship team. Sarah and her team serve as the center of ESG assessment tools, managing the ESG engagement and proxy voting protocol and driving sustainable invent initiatives and client solutions.

David Carlin
Head of Climate Risk and TCFD
UNEP Finance Initiative

David Carlin
Climate Risk Lead @ UNEP-FI
David Carlin leads the climate risk and TCFD program for UNEP- Finance Initiative (UNEP FI). He has worked with over 100 financial institutions on topics of climate scenarios, climate risk assessments, and climate governance. He and his team support financial actors across the world to develop best practices for managing climate risks and identifying climate opportunities.
He currently advises UNEP FI’s Task Force on Nature-related Financial Disclosures (TNFD)and the Net-Zero Banking Alliance (NZBA). He has also been a technical advisor to the Glasgow Financial Alliances for Net Zero (GFANZ).
He is the founder of Cambium Global Solutions, which helps governments, corporations, and financial institutions address the most pressing environmental challenges and thrive in a changing world.
He is also a contributor to Forbes, where he writes about climate change and leadership.
David has worked as a Principal in Finance, Risk, and Public Policy for Oliver Wyman and in Model Risk Management for PNC Bank. His background is in quantitative modeling and decision science.
He conducted research in financial decision-making at Carnegie Mellon University and graduated Phi Beta Kappa from Williams College.

Marika Christopher
Senior Director, Responsible Investing Strategy & Solutions
Nuveen, A TIAA Company

Marika Christopher
Marika Christopher is a Senior Director of the Responsible Investing (RI) Team at Nuveen, the investment management arm of TIAA. Marika’s responsibilities include developing Nuveen’s RI strategic foresight on regulation, macro trends, and solutioning for clients. Prior to joining Nuveen in 2022, Marika served as a Senior Director of Product Strategy & ESG at Janus Henderson Investors for nearly five years. She joined Janus Henderson after spending several years with Goldman Sachs Asset Management, and Treasury Strategies, a consulting arm of Curinos, for the first decade of her career.
Marika completed her international business degree and her international MBA from the University of Denver. She is a registered FINRA professional (Series 63 and Series 7) and has completed the Certificate in ESG Investing from the CFA UK.

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

Kevin Clarke
Kevin is an Executive Director within UBS’s Group Compliance Regulatory and Governance function focusing on regulatory and supervisory developments within the US and implications for the firm’s global business activities. Prior to joining UBS in early 2017, Kevin was with PricewaterhouseCoopers LLP in their Financial Services Risk and Regulatory practice advising foreign and domestic banking organizations on evolving regulatory requirements and supervisory expectations pertaining to Enhanced Prudential Standards, capital and liquidity risk management and stress testing, enterprise risk management and governance and resolution planning. Prior to PWC, Kevin served as an officer within the Bank Supervision function at the Board of Governors in Washington DC and the Federal Reserve Bank of NY from 1988 to 2012 in a variety of capacities ranging from CCAR stress testing, liquidity risk management, credit risk derivatives, model risk management to regulatory capital and internal capital models.

Jayme Colosimo
ESG Investment Director
Capital Group

Jayme Colosimo
Jayme Colosimo is an ESG investment director at Capital Group, home of American Funds. She has 21 years of industry experience and joined Capital Group in 2022. Prior to joining Capital, Jayme worked as global head of ESG in business advisory services at Citigroup Global Markets. She holds an MBA and a bachelor’s degree in international business from Westminster College in Salt Lake City, Utah. Jayme is based in New York.

Hal Corin
Vice President Sustainability, Global Real Estate
JPMorgan Chase & Co.

Hal Corin
As Vice President of Sustainability at JPMorgan Chase & Co., Hal Corin oversees development and operations of sustainability, energy efficiency, renewable development and procurement, water conservation, and physical decarbonization ambitions of the firm’s Global Real Estate division. Hal’s focus is on achieving the firm’s public commitments including a 40% Scope 1 and Scope 2 emissions reduction by 2030, 70% electricity sourcing of on-site or grid procured renewables by 2025, a 20% reduction in global water consumption by 2030, among others.
Hal holds a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master in Business Administration from Elon University.

Leah Daly
Senior Director, ESG
Santander US

Leah Daly
Leah Daly joined the Corporate Social Responsibility team to lead development and execution of the Environmental, Social and Governance strategy in August 2021. Immediately prior Leah led risk governance within Enterprise Risk Management, after joining Santander in 2017. Prior to joining Santander, Leah worked for Tapestry Networks, leading banking and insurance board advisory networks for the Top 50 global financial institutions.
Leah received her Bachelor’s from Dartmouth College and her Master’s in Public Policy from the LBJ School of Public Affairs at the University of Texas at Austin.

Alessia Falsarone
Executive in Residence, Adjunct Faculty, Circular Economy and
Sustainable Business
The University of Chicago

Alessia Falsarone
Alessia Falsarone is a practitioner faculty at the University of Chicago leading the Circular Economy and Sustainable Business Management program. She previously spent fifteen years as Managing Director, head of sustainable investing, portfolio strategy and risk for a global asset manager based in New York, and also held leadership roles with AIG and Citigroup. Alessia serves as independent director in public and private company boards in Europe and the UK, and is part of high-level advisory groups promoting environmental and
climate finance. An award-winning author, she is a graduate of Stanford University, the Massachusetts Institute of Technology, and Bocconi University (Milan).

Andrew Ford
VP, Global Sustainable Finance
Morgan Stanley

Andrew Ford
Biography coming soon

Ekaterina Grigoryeva
Environment and Social Development Specialist (Global Lead, Financial Sector)
World Bank

Ekaterina Grigoryeva
Ekaterina currently serves as global lead for design and implementation of environmental and social risk management systems in World Bank’s investments involving financial and private sector. She works with ministries of finance and economy, central banks, regional and national development banks, funds, special purpose vehicles, sustainable energy, transport, and water development entities and other types of the World Bank’s counterparts in nearly 20 countries to ensure full integration of environmental and social sustainability into commercial financial sector lending operations and public-private partnerships.
Ekaterina joined the World Bank Group in 2005 as a specialist in sustainable financial markets at the International Finance Corporation, working to help IFC’s financial sector clients integrate ESG into their operations from both risk management and sustainable investment opportunities perspectives. Ekaterina’s role also included furthering multi-stakeholder partnerships around sustainable finance, such as the Equator Principles. She served on the steering and advisory committees of several sustainable finance initiatives such as Natural Capital Finance Alliance, Trade Standards Practitioners Network, Responsible Finance Forum, Global Impact Investing Network’s IRIS initiative.
Ekaterina has also been part of task teams that formulated institutional policies governing WBG’s approach to environmental and social sustainability in its investment operations, namely IFC Performance Standards and the new World Bank Environmental and Social Framework.
Ekaterina holds a PhD in Economics, an MBA from the University of Ottawa, Canada, and a degree in business and commerce from Uppsala University in Sweden.

Imitiaz Hussain
Managing Director and Deputy Chief Auditor
BNY Mellon

Imitiaz Hussain
Imtiaz Hussain is the Deputy Chief Auditor at BNY Mellon responsible for Investment Management and Wealth Management, Human Resources and ESG, Global Compliance, and Audit Innovation & Analytics. His primary responsibilities include creation of Internal Audit strategy, and risk based annual audit plan; delivery of audit projects in a timely manner and within budget; and seamless operations of the Audit Function. Imtiaz is responsible for driving Audit’s Agile Transformation initiative, and sponsoring strategy for auditing ESG.
Imtiaz received his Bachelor of Science degree in Business Administration from Slippery Rock University and completed his MBA in International Finance and Strategy from George Washington University. Imtiaz is a Certified Public Accountant and holds several certifications in the field of Banking and Project Management.

Derek Jun
Managing Director, Head of Climate Risk
TIAA & Nuveen

Derek Jun
Derek is an investment professional specializing in portfolio construction and risk management. His current focus is on climate risk and climate solutions asset classes: farmland and timberland.
Derek has been with TIAA and Nuveen since 2015 and currently serves as Head of Climate Risk where he is responsible for coordinating and leading the build of climate risk management frameworks throughout the enterprise. Derek has 18 years of experience in investment management and risk management. Prior to joining TIAA and Nuveen, Derek was a Senior Equity Analyst covering natural resource sectors and has held various roles including quantitative analyst, emerging markets specialist and structured products analyst.
Derek earned a degree in Economics from Princeton University, with a certificate in Finance and a certificate in Applied Computational Mathematics. He holds the CFA, CAIA, FRM and SCR designations.

Eugene Karl Montoya Alessandri
Board Director, Climate Resilience Finance Lead
Waterfront Alliance (tbc)

Eugene Karl Montoya Alessandri
Biography coming soon

Si-Yeon Kim
former Chief Legal, Risk and ESG Officer
American Express Global Business Travel

Si-Yeon Kim
Si-Yeon Kim is Chief Risk and Compliance Officer and Executive Chair of ESG (Environmental, Social and Governance) for American Express Global Business Travel (GBT), overseeing Risk Management, Regulatory Compliance, and the Environmental, Social and Governance mission for the company.
Previously, Ms. Kim served as Chief Compliance Officer for One Equity Partners (OEP) and Assistant General Counsel at JPMorgan Chase & Co. (JPMC). OEP was JPMC’s private equity investment arm, where she oversaw all financial and bank regulatory matters for OEP and its portfolio companies. Before joining OEP, Ms. Kim was the General Counsel of Avon – Asia Pacific based in Hong Kong, and prior to that, Assistant General Counsel at Avon Products, Inc.’s Global Corporate Headquarters in New York. She began her law career at Chadbourne & Parke LLP.
Ms. Kim received her J.D. from Columbia Law School where she was a Harlan Fiske Stone Scholar, her A.M. from Harvard University in Russian Regional Studies, and her B.A. from Seoul National University in Russian Language and Literature.

Markus Lammer
Chief Operational Officer, Ultra High Net Worth Business
Credit Suisse

Markus Lammer
Markus Lammer is the Chief Operating Officer of the Ultra High Net Worth business for Credit Suisse in the US. He launched the Ultra High Net Worth coverage platform in Investment Banking and Capital Markets. Markus is also the Chief Operating Officer for the Financial Institutions and the Oil & Gas Groups.
Previously, he was the Chief Operating Officer for Credit Suisse Germany and Central Europe, and also the Head of the Board of Credit Suisse Germany. Markus received his Mag. Degree from University of Graz in Austria, and his LLM from Yale University as a Fulbright Scholar.

Santosh Mishra
Head of Credit Model & Strategic Analytics
KeyBank

Santosh Mishra
Santosh Mishra heads the Credit Modeling function for KeyBank’s entire Loan and Lease portfolio. He is currently responsible for development and implementation of Stress testing and CECL models. Additionally, he also leads the Commercial Risk Rating, Economic Capital, functions and is architect of numerous commercial analytics initiatives to support KeyBank’s strategic goals. Last but not the least, Santosh is leading KeyBank’s Climate analytics including Financed emissions and Scenario analysis.

Tobi Petrocelli
Director of Environmental and Sustainability Management
MUFG Americas

Tobi Petrocelli
In continued efforts to implement a sustainable culture, Dr. Tobi Petrocelli is the Director of Environmental and Sustainability Management at MUFG Americas. Dr. Petrocelli leads the Sustainable Business Office and is responsible for the creation, implementation, and management of the Bank’s Sustainability program, which is based on the principles of sustainability:
* Foster economic, social, and environmental sustainability
* Promote financial prosperity, sociocultural equity, and diversity
* Conserve natural resources to preserve and improve the environment
Tobi creates efficient environmental, social and governance policies and programs throughout the bank’s operations including climate risk management, carbon reduction efforts and the subsequent reporting through standardized metrics and frameworks. Secondly, she helps develop products and services that serve the markets demand for more sustainable opportunities for investors. “In banking there are internal value drivers and external customer strategies – these typically run parallel rather in synchrony and my responsibility is to integrate ESG factors throughout MUFG and its subsidiaries.” Additionally, Petrocelli heads ESG Client Engagement for the Global Corporate Investment Banking division, implementing and supporting the portfolio clients toward the transition to a low carbon economy.
Dr. Petrocelli’s extensive experience includes her position as Founder of Verde Enterprises, a company created to develop sustainable solutions and best practices for capital systems and corporate operations through technological innovation and corporate responsibility. Her industry expertise is in the areas of corporate banking, infrastructure, communications and consumer -creating growth in profitability by assessing environmental, economic and social governance and mapping solutions for improvement. She is an international contributor in the field of sustainability through her previous roles as Sustainability consultant with the United Nations Environmental Programme in Geneva, Switzerland; Sustainability Advisor with AccountAbility in NY; and Director of Strategic Initiatives & Sustainability with Clearbrook Global Advisors. Tobi Petrocelli holds a Doctorate in International Business from Walden University and a Masters in Sustainability Management from Columbia University.

Karl Pettersen
Chief Sustainability Officer
Societe Generale

Karl Pettersen
Karl Pettersen is Chief Sustainability Officer for the Americas at SocieteGenerale, with the mandate of fostering a client-centric sustainability conversation for the Americas, as well as overseeing all aspects sustainability product and target development in the region.
Prior to his role as CSO, Karl was Head of Ratings Advisory for the Americas at SocieteGenerale, where he developed deep and long-standing advisory relationships with the bank’s key clients, around communication tactics, financial policies, and the development of novel analytical tools.
Karl worked at UBS in London from 2005 to 2007, as Head of Emerging Markets Ratings Advisory, where he advised primarily Russian and CIS clients, and supervised ratings advisory for European leveraged finance at UBS.
From 2000 to 2005, Karl worked at Moody’s in London, where he held a variety of senior analytical roles; Karl was also Vice President – Standards & Criteria, where he was in charge of formulating, writing, and publishing Moody’s corporate finance rating methodologies.
Karl holds a B.A. in Economics from Yale University.

Olga Puntus
Executive Director, Global E&S Risk
JP Morgan Chase & Co

Olga Puntus
Biography Coming Soon

Christel Saab
Unit Chief, Environmental and Social Risk Management
Inter-American Development Bank

Christel Saab
Christel is the current Chief of the Environmental and Social Risk Management Unit in the Office of Risk Management bringing her innovative perspective to transform the way the Inter-American Development Bank (IDB) manages environmental, social, and governance risk. In this capacity, she is responsible for climate, disaster, biodiversity, environmental, social, and governance risk management oversight, quality assurance, and portfolio monitoring and reporting. Her vision for a sustainable and inclusive future empowers her team to explore emerging risks and practices, to constantly learn and grow, and to continuously improve processes for the benefit of the Latin America and Caribbean region.
Christel has over 17 years of expertise in development, portfolio, project, and risk management from international development organizations and the private sector. Her years of experience at the IDB include roles as Budget Officer in corporate and operational departments, as well as experience in the field as the Chief of Operations in the Barbados office followed by the position of Operations and Business Transformation Advisor for the Vice-Presidency for Countries.
Christel holds a Bachelor’s and Master’s in Economics and Public Administration from the University of Bordeaux IV in France, as well as a Master’s in Business Administration (MBA) from the University of Houston, Clear Lake, Texas, USA. She also holds a Project Management Professional (PMP) Certification from PMI, is certified in INDES Project Management for Results (PM4R), has been part of the Emerging Women Leaders Program (IDB), and has participated in several USAID Rules and Regulations Workshops. Christel is fluent in five languages: English, Spanish, French, Portuguese, and Kriolu (Cape Verde).

Mariana Severinovsky
Head of Sustainability, North America
Schroders

Marina Severinovsky
Marina Severinovsky is the Head of Sustainability, North America, and leads the sustainability and environmental, social and governance (ESG) integration for Schroders investments in North America. She collaborates with senior managers on market strategy, client communications, product development, sales, and investor management. Marina was previously the Investment Director for North America for Quantitative Equity Products, an Investment Strategist, and an Alternatives Specialist at Schroders. Prior to Schroders, Marina was an investment banker at Citi. She holds an MBA in Finance from Columbia Business School and a BA in Economics from Columbia University.

David Szmigielski
Director, Sustainable Finance & Advisory
Wells Fargo

David Szmigielski
David Szmigielski serves as Director in Wells Fargo’s Sustainable Finance & Advisory Group within the Corporate & Investment Bank where he responsible for engaging with corporate clients on their strategic sustainability priorities well as origination and structuring of sustainable finance instruments. Previously, David served in similar roles at the nexus of sustainability and the capital markets with Sumitomo Mitsui Banking Corporation (SMBC Group), UniCredit Bank AG, Ernst & Young, and the United Nations. David holds a Master of Science in International Business and Bachelor of Science in Foreign Trade and International Management from the University of Applied Sciences in Hamburg, Germany. David is a member of the Loan Syndications and Trading Association’s Working Group on Sustainable Finance and ESG Task Force as well as the International Capital Markets Association’s Working Group on Social Bonds.
Sponsors
Co-sponsor

Archer
Archer, an RSA company, is a leader in providing integrated risk management solutions that enable customers to improve strategic decision making and operational resiliency. As true pioneers in GRC software, Archer remains solely dedicated to helping customers understand risk holistically by engaging stakeholders, leveraging a modern platform that spans key domains of risk and supports analysis driven by both business and IT impacts. The Archer customer base represents one of the largest pure risk management communities globally, with over 1,500 deployments including more than 90 of the Fortune 100.
Associate sponsor

Clarity AI
Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. As of January 2023, Clarity AI’s platform analyzes more than 70,000 companies, 360,000 funds, 198 countries, and 199 local governments – the broadest data coverage in the market with up to 13 times more than other leading players. Clarity AI delivers data and analytics for investing, corporate research, benchmarking, consumer ecommerce, and reporting. One way Clarity AI delivers on its mission to bring societal impact to markets is by ensuring its capabilities are delivered directly into clients’ workflows through integrations with BlackRock – Aladdin, Refinitiv an LSEG business, BNP Manaos, Allfunds, and Simcorp. Additionally, Clarity AI’s sustainability insights also reach more than 150 million consumers on the Klarna platform. Clarity AI has offices in North America, Europe, and the Middle East, and its client network manages tens of trillions in assets.
Content and media partners

CeFPro Connect
CeFPro Connect aims to connect industry experts through thought leadership content and timely news, written for the industry, by the industry. Gain unlimited access to CeFPro’s unparalleled library of resources including iNFRont Magazine, market intelligence reports, filmed presentations, insights Q&A’s, and much more.
Sign up for free.

iNFRont Magazine
iNFRont Magazine is a unique publication providing regular insight on the operational and non-financial risk (NFR) sector. Featuring contributions provided by leading industry figures and experts from around the world, iNFRont Magazine touches on the most critical themes and challenges currently affecting financial professionals.
Available to download for free.
Venue & FAQs
360 Madison Avenue | etc.venues
Madison Avenue
Midtown Manhattan
New York NY 10017
There is no accommodation available at the venue, however there are plenty of hotels available nearby. To view nearby accommodation based on recommendations by etc.venues, click here.
Frequently asked questions
Can I share my thought leadership at Climate Risk USA?
Will there be opportunities to network with other attendees?
- Breakfast, lunch and refreshment breaks
- Drinks reception at the end of day-1
- Q&A, panel discussions and audience participation technology
What is included within the registration fee?
Where can I find the Congress documentation and speaker presentations?
* Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.
Will breakfast, lunch and refreshment be provided?
Are CPE Credits available?
Yes, CPE Credits are available for the Congress upon request. Please contact marketing@cefpro.com for more information.
Are there any rules on dress code?
Business attire is requested. The Congress is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.
Register
Register for Climate Risk USA today and join 150+ industry professionals and subject matter experts, while engaging in panel discussions, presentations, roundtables, networking, and interactive polls and Q&As.
Register before June 30 and take advantage of our launch rate special.
Need assistance with your registration? Get in touch with us via email below, or call us on +1 888 677 7007.
Launch rate special | Expires June 30
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