Agenda
8:00 – 8:50
Registration and breakfast
8:50 – 9:00
Chair’s opening remarks
9:00 – 9:45
REGULATION – PANEL DISCUSSION
Reviewing the continued evolution of the regulatory landscape and the role of the regulator
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- Understanding FCA’s updated sustainability disclosure regime
- Reviewing implementing requirements of CSRD standard in January 2024
- Understanding how CSDDD regulation impacts certain institutions
- Implementation of SFDR requirements
- Assessing ESRS
- Divergence of regulation across regions
- Delayed implementation of current regulations
- Reviewing how excessive regulation is getting in the way of managing ESG
- Viewing overregulation of UK and Europe as a challenge
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Gustavo Brianza, MD, ESG Advisory, ESG Advisory, Debt Advisory, Natwest Group |
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Celia Lambert-Alcantra, Head of Sustainable Finance, ESG Compliance, Credit Agricole CIB |
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Nikhil Chouguley, former Global COO Sustainable Investing & EMEA ESG Lead, Citi |
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Mardi McBrien, Chief of Strategic Affairs & Capacity Building, IFRS Foundation |
9:45 – 10:20
CLIMATE RISK
Assessing the prioritization of risks within climate risk
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- Overlap of climate and ESG as a risk
- The role monetary policy will play in integrating climate risk into other risks
- Integrating climate risk into financial risk and assumptions
- Introduction of distinguished climate indicators
- Assessing how climate has impacted culture and the way firms view it
- Lack of benchmarking under climate risk
- Anticipating future emerging risk under climate risk
10:20-10:50
Morning refreshment break and networking
11:50-11:35
NATURE & BIODIVERSITY – PANEL DISCUSSION
Understanding the role of nature & biodiversity in meeting net zero targets
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- Assessing the relationship between climate change and biodiversity loss
- Measuring the five pressures under biodiversity and how they interact
- Increased guidance and metrics in nature & biodiversity from the TNFD
- Introduction of EU nature restoration act
- Meeting objectives of the SDGs
- KPIs to be used to drive nature degradation
- Understanding key challenges in each ecosystem
- Measuring a company’s overall impact on biodiversity
- Calculating impacts on biodiversity and nature
- Effectively viewing and measuring nature and biodiversity data
- Lack of pricing and payback of investment on nature
- Demands of increased financing of nature from stakeholders
- Articulating how your firm is having a net positive impact
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Gwendolyn Yu, ED, Global Markets Sustainability Center, J.P. Morgan |
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Julius Herfel, Head of Audit, International Regulatory & Second Line, BNY Mellon |
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Jakub Piorkowski, Net Zero and TCFD Lead, Credit Suisse |
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Maya Hennerkes, Director, Green Financial Systems, Climate Strategy and Delivery, European Bank for Reconstruction and Development (EBRD) |
11:35-12:10
CLIMATE RISK MODELING
Evolving from first and second generation models to fully embed climate risk into the decision making and risk management process
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- Reviewing challenges firms face to effectively model climate risk
- Overcoming a lack of data to effectively model climate risk
- Identification of better quality metrics and definition around modeling data
- Overreliance of historic data on risk models
- Challenge of capturing transition risks
- Integrating external ratings in modeling
- Implementation of own internal ratings models
- Modeling time horizons
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Natascha Golubovic, Executive Director, Model Risk Management & Control, UBS |
12:10-12:45
CLIMATE SCENARIOS
Understanding what climate scenarios firms should be testing their business against
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- Reviewing first generation of scenarios and how to improve them
- Enhancing methodology of climate scenarios
- Ensuring scenarios are sufficient and plausible for a convincing exercise
- Consistent story telling on both physical and transition risks for effective scenario
- Lack of understanding of physical risks for scenarios
- Managing the expectations of stakeholders
- Development of NGFS scenarios
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David Hookings, MD, Global Process Owner, Stress Testing, Standard Chartered |
12:45-1:45
Lunch break and networking
1:45-2:30
CLIMATE RISK STRESS TESTING
Leveraging stress testing to understand your exposure to climate risk
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- Stress testing climate risk to understand instantaneous market shocks
- Effectively stressing your portfolio based on various climate scenarios
- Reviewing the current market of stress testing tools
- Overreliance on assumption driven stress testing
- Data reliability from counterparties
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Christoffer Kok, Head of Division, European Central Bank |
2:30-3:05
CARBON MARKETS
Reviewing the scalability of voluntary carbon market
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- Leveraging carbon markets to make to help achieve net zero commitments
- Ensuring carbon data is available and correct
- Importance of internal cost and pricing of carbon
- Difference of carbon pricing between different markets
- Credibility and integrity of carbon credits
- Understanding what carbon credits reflect
- Case study of new technologies funded through carbon markets
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Venetia Bell, Chief Sustainability Officer, GIB Asset Management |
3:05-3:50
GREENWASHING – PANEL DISCUSSION
Reviewing an in increase in scrutiny and litigations on environmental and ESG claims
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- Increase in greenhushing throughout the financial sector
- Reviewing increased liabilities on institutions
- Use of green labelling law in Europe to reduce greenwashing
- Increased pressure from senior management
- Reviewing how updated regulations will help reduce greenwashing and greenhushing
- Lack of clear greenwashing criteria definitions
- Increased reputational risk on financial reporting teams
- Sub-topics of greenwashing
- Using updated reporting standards to help reduce greenwashing
- Determining whether disclosed data is trustworthy or not
- Best practice to prevent the risk of greenwashing
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Michelle Leavesley, Director of Sustainability Officer, Admiral Insurance |
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Jeroen Bos, Global Head of Sustainable Investing, Credit Suisse |
3:50-4:20
Afternoon break and networking
4:20-4:55
DATA
Addressing the challenges of data clarity, consistency and reliability
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- Viewing recent regulations as a challenge when managing data
- Lack of data integrity across a macro and micro level
- Standardized view of managing data
- Managing incomplete data sets
- Reporting on updated indicators
- Reliance on data published by clients
- Automating the use of data to create scalable impacts
- Importance of using science based ratings data in the future
- Assessing how disclosure requirements will improve data quality
- Comparing quantifiability of different types of data e.g. carbon vs social metrics
- Reviewing how the data landscape will continue to evolve
4:55-5:30
SOCIAL
Reviewing the development of diversity, inclusion and equality definitions
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- Importance of inclusion and representation within firms
- Assessing social impact metrics
- Development of a social taxonomy
- Ensuring long term impacts of social change are planned for
- Developing quantitative data points within the social space
- Quantifying social data
- Investing in themes that can help reduce social inequalities
- Understand business opportunities from a social perspective
- Determining what social assets look like
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Emma Allen, Diversity, Inclusion and Belonging Lead UK, Capital One |
5:30-5:40
Chair’s closing remarks
5:40
End of day one and networking drinks reception
8:00 – 8:50
Registration and breakfast
8:50 – 9:00
Chair’s opening remarks
9:00 – 9:45
NET ZERO – PANEL DISCUSSION
Maneuvering from net zero planning to implementation and operationalization of targets committed to
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- Understanding the impacts of operationalization targets on business and clients
- Developing credible and deliverable transition plans to meet net zero targets
- C-suite accountability in making plans a reality
- Ascertaining that business activity is inline with net zero goals
- Guidance from the TPT and NGSS
- Benchmarking what net zero looks for the banking industry
- Ensuring data availability and quality to make ongoing decisions
- Cultural shift to meet net zero goals
- Managing stakeholders interest
- Assisting clients with net zero commitments and delivery
- Viewing carbon and financial plan holistically
- Emerging technologies within the net zero landscape
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Ella Chalfon, Managing Director, Group Sustainability, Nomura |
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Daniel Kricheff, Director, Global Credit Research, Sustainability, MetLife Investment Management |
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Kay Hope, Head of ESG for Global Fixed Income, Bank of America tbc |
9:45 – 10:20
JUST TRANSITION
Importance of green, social and sustainability linked targets to meet transition goals
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- Understanding that firms are at different stages of transitioning
- Regulatory role in transition planning
- Enforced government policies to effectively transition
- Transforming entire value chain to effectively transition
- Understanding how different stakeholder can help drive transition
- Assessing what is entailed with transitioning a clients business
- Just transition from a socioeconomic perspective
- Importance of public private partnership
- Positioning investment market that encourages capital flow to supports transition
- Ensuring appropriate governance in transition planning
- Managing stranded assets as a financial risk of transitioning
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Stephanie Chang, Head of Sustainable Investment Advisory and Integration, Schroders |
10:20-10:50
Morning break and networking
10:50-11:25
ESG STRATEGY
Analyzing how ESG strategy has been integrated within banks
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- Ensuring ESG is effectively implemented into risk management to help meet net zero targets
- Overcoming data challenges when integrating ESG to 2LOD
- Quantification of ESG Risk
- Transition from morale ESG to strategic ESG
- Leveraging strategic ESG to improve your competitive position
- Assessing how firms reacting to a changing ESG environment
- Transforming institutions to drive ESG agenda
- Adopting strategy to keep in line with changing ESG narratives
- Understanding why ESG concepts are being challenged
- Broadness of ESG and sustainability as themes
- Reviewing the opportunities of ESG investment
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Yaroslav Sovgyra, Head of ESG Risk, Lloyds Banking Group |
11:25-12:00
REPORTING FRAMEWORKS
Assessing the landscape and inter-operability between current and upcoming reporting standards
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- Reviewing harmonization efforts of the ISSB
- Incorporation of TNFD within the ISSB
- Assessing new CSRD reporting standards
- Introduction of nature related reporting framework
- Joining sustainability and non-financial reporting with financial reporting
- Guidance from regulator on how to reach a common standard
- Creation of internal standards
- Challenge when reporting to different standards
12:00-12:45
DISCLOSURES – PANEL DISCUSSION
Adhering to multiple disclosure requirements across different standards and jurisdiction
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- Distinguishing what disclosures are taxonomy aligned and which ones are not
- Understanding transition linked exposure of disclosures
- Increased disclosure and indicator requirements
- Standardized view of reporting disclosures
- Increased requirements in disclosing green and ESG metrics
- Limitations of impact reporting
- Reporting disclosures inline with new regulations
- Reviewing finance functions role in disclosures
- Understanding how excessive reporting sidelines managing ESG risk
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Adam Webb, Chief Operating Officer, Risk, ICBC Standard Bank Plc |
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Rosalie Jegg, Associate Director, ESG Lead, UniCredit Bank AG |
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Vesselina Haralampieva, Associate Director, Senior Counsel, European Bank for Reconstruction and Development (EBRD) |
12:45-1:45
Lunch break and networking
1:45-2:30
TAXONOMY – PANEL DISCUSSION
Assessing how complex regulations make it difficult to effectively use EU Taxonomy
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- Reviewing the updated European climate taxonomy
- Introduction of a UK focused green taxonomy
- Implementation challenges of new taxonomies
- Operationalizing new taxonomies to be used as a tool for investors
- Development of in-house taxonomies
- Importance of taxonomy aligned rating
- Difficulties investment firms face with implementing screening criteria
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Ilan Jacobs, MD, ESG Policy, Regulation and Government Affairs, Citi |
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Sharon Bloemendal, Global Head of Sustainability Management, Treasury, ING |
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Evgeny Tyurin, Head of ESG Finance and Corporate Bank FP&A, Deutsche Bank |
2:30-3:05
SUSTAINABILITY
Reviewing and treating sustainability as a separate risk pillar
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- Understanding the European Action Plan on sustainable finance
- Reviewing sustainable standards set by EFRAG
- Understanding SDR requirements as a regulatory shift for sustainability
- Demonstrating contribution to sustainability
- Understanding the risks of sustainability
- Lack of rules and standards when reporting on sustainability data
- Ensuring funds are channeled into sustainable projects
- Meeting data needs when publishing sustainability reports
- Increased greenwashing within sustainable finance
- Innovative ways of integrating sustainability into portfolios and product’s
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Michelle Auger, Sustainability Strategy Director, Wells Fargo |
3:05-3:35
Afternoon break and networking
3:35-4:10
SUSTAINABILITY LINKED PRODUCTS
Reviewing the increased use of sustainability linked product
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- Leveraging sustainability products as a financing tool
- Robustness of KPIs in sustainability linked products
- Difference between sustainability linked products and normal bonds
- FCA article on robustness of sustainability linked products
- Reputational and financial linked incentives of sustainability linked products
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Saad Malik, Sustainability Director, Business & Commercial Banking, Lloyds Banking Group |
4:10-4:45
GEOPOLITICAL
Assessing the geopolitical challenges across jurisdictions
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- Understanding how increased politics in US can influence other regions
- Increased threat of legal action and litigation in the US
- Consequences of geopolitics on global firms
- ESG political environment in the UK and Europe
- Political divergences between firms
- Geopolitical impact on the growth of ESG
4:45-4:55
Chair’s closing remarks
4:55
End of day two