PLEASE SELECT A DAY FROM THE BELOW DROPDOWN TO VIEW THE AGENDA:
8:50 Chair’s opening remarks
Damian Handzy, Managing Director – Performance, Risk & Analytics, Confluence
ESG REGULATION
Session details
- Evolution of scenario analysis as market conditions change
- SFDR (sustainable finance disclosure regulation) classification of products
- Communicating characteristics and sustainability risks to investment decision making
- Developing taxonomy beyond climate
- Gaining clarity around disclosure requirements for types of indicators
- Reporting disclosures against prescribed ESG metrics
- Managing the myriad of legislation for global financial institutions
- Understanding the impact of Article 8 and Article 9 on companies
- Ensuring consistency in message from regulators
- Avoiding competing priorities for global institutions
Jean-Xavier Hecker, Co-Head of ESG & Sustainability Research, J.P. Morgan
AUTOMATION IN ESG
Session details
- Giving clients visibility of product ESG rating – Driving revenue
- Reporting on Bank ESG targets (resource consumption etc)
- Reporting on client investment portfolio’s ESG rating
- Green financing
- ESG automation in investment research & asset management
Keelan Singh, EMEA Banking Industries Lead, UiPath
MODELING
Session details
- Assessing the solutions that overcome the modelling challenges of climate risk
- Key steps in enhancing risk models to incorporate climate exposures
- Integrating risk model outputs into the broader risk management framework
- Positioning for the future: How the data and modelling landscape is likely to evolve
Dilbagh Kalsi, Partner, Fintegral
10:45 Morning refreshment break and networking
CLIMATE RISK MODELING
Session details
- Review of early climate risk and stress testing approaches – bottom-up vs top-down etc
- Review of key components of long-run structural change that will drive migration from ‘carbon-dependence’ to ‘net-zero’
- Pros and cons of specifying climate risk model time horizons
- Specifying a ‘mixed model’ for long run climate modelling when you don’t have enough historical data
- Outlining a long-run climate risk loss framework to 2100 that incorporates structural change and carbon pricing as key components
Scott D. Aguais, PhD, Managing Director, Z-Risk Engine
CLIMATE RISK – PANEL DISCUSSION
Session details
- Reviewing the loss potential for vulnerabilities to climate risks
- Modeling climate risk and understanding physical and transition risks
- How climate risks look to shape the future of financial services
- Measuring footprint, risk and impacts to take action
- Leveraging information to make investment decisions
- Reviewing how financial institutions can contribute to the fight against climate change
- Developing long term resilience to severe weather and extreme events
- Determining appetite for climate risk
Nigel Milbank, Climate Programme – Senior Manager, Natwest
Simon Gadd, Group Climate Change Director, Legal & General
Xiao Liang, Deputy General Manager, Bank of China
12:35 Lunch break and networking
ESG INVENTORY
Session details
- Institution specific risk inventory towards ESG
- Two approaches to integrate ESG factors in IRB models
- Deriving credit spread shocks for stress testing
- Assessing energy efficient loans
Rory Robinson, Manager, d-fine
ESG DATA REPORTING
Session details
- Gathering and aggregating ESG data across geographies
- Moving from manual processes to mature AI technology enabled systems
- Demonstrating sustainable performance viability over the longer term
- Proving progress towards transition plans and public commitments to Net Zero
- Enhancing reliability of risk quantification in non-financial risks
- Developing methods relatable to the level of economic modeling required
- Integrating non-financial and financial data
Peader Duffy, Global ESG Practice Lead, Archer
GREENWASHING
Session details
- Requirement across jurisdictions
- Managing reputation risks of perception of greenwashing
- Aligning standards of labelling to align across products
- Avoiding and mitigating the risk of greenwashing
- Collect reliable data for science companies
- Verifying data submitted for validation
- Defining terminology of what ‘green’ means
- Identifying treatment for investments and labelling
- Validating data to avoid risk of greenwashing
Mel Purdie, Manager, Sustainable Finance and ESG, Financial Conduct Authority
3:20 Afternoon refreshment break and networking
GREENWASHING CONTINUED – PANEL DISCUSSION
Session details
- Requirement across jurisdictions
- Managing reputation risks of perception of greenwashing
- Aligning standards of labelling to align across products
- Avoiding and mitigating the risk of greenwashing
- Collect reliable data for science companies
- Verifying data submitted for validation
- Defining terminology of what ‘green’ means
- Identifying treatment for investments and labelling
- Validating data to avoid risk of greenwashing
Søren Agergaard Andersen, Chief Risk Officer, Nordea Asset Management
Maria Lombardo, Head of ESG Advisory Sustainable Finance, Standard Chartered Bank
Neil Sandle, Head of Product Management, Alveo
Varun Sarda, MD, Head of ESG Advisory, Corporate & Institutional Coverage, Lloyds Banking Commercial Group
ESG TRENDS
Session details
- Major Trends in ESG Regulation – focus on Disclosure & Risk
- EU Sustainable Finance Regulations – focus on Taxonomy
- EIB Case Study – Paris Alignment and Climate RM
Peter Munro, Head of Investor Relations and Marketing, European Investment Bank
5:10 Chair’s closing remarks
5:20 End of day one and networking drinks reception
8:50 Chair’s opening remarks
Evan Lubin, Director of EMEA, Sentieo
ESG RISK MANAGEMENT PRACTICES – PANEL DISCUSSION
Session details
- Portfolio analysis to measure risk
- Testing models with limited data capabilities
- Using stress testing and portfolio analysis as a tool for decision making
- Model challenges with assumptions and judgements overlayed
- Enhancing scenario analysis capabilities for decision making
- Reviewing technology opportunities
- Supporting infrastructure build out development
Maya Hennerkes, Director, Green Financial Systems, Climate Strategy and Delivery, European Bank for Reconstruction and Development (EBRD)
Travis L. Mills, Executive Director, Reputational and Sustainability Risk, Standard Chartered Bank
Ying Poikonen, Head of Modelling Group for EMEA Region, SMBC
Justin Lyon, CEO, Simudyne
SUPPLY CHAIN
Session details
- Managing ambiguity and complexity around ESG and reporting
- What does a consolidated full-spectrum view of ESG look like (E + S + G) and what matters for your enterprise?
- Best practice to acquire verifiable data on ESG
- Managing the jurisdictional risk for captives and vendors
- Mitigating ESG risks and demonstrating compliance across supply chain
- What are your peers and neighbors doing?
John Bree, Chief Risk Officer & Chief Evangelist, Supply Wisdom
10:20 Morning refreshment break and networking
ESG ANALYSIS
Session details
- Impact funds are expected to show the most rapid growth across ESG investing strategies
- European regulation (Corporate Sustainability Reporting Directive (CSRD), EU Green Bond Standard (EU GBS), supply-chain law) places more emphasis on corporate impact to society than on ESG risks
- More holistic approach of footprint accounting introduces shared responsibility across value chains
Bernhard Bartels, Executive Director ESG Analysis, Scope ESG Anlaysis Gmbh
REPORTING
Session details
- Session details to follow
Frederik Roeland, Director of Technology & ESG Proposition, Wolters Kluwer
BUSINESS STRATEGY
Session details
- Rationalizing business decisions with monetary impact now with long term sustainability goals
- Planning strategy accounting for changes brought on with ESG agendas
- Understanding the needs of the customer to update products
- Managing competing priorities across E, S and G
- Incorporating forward looking opportunities for regulation and ESG concepts
- Leveraging stress testing and scenario analysis as a toll beyond compliance
Evgeny Tyurin, Head of ESG Finance and Corporate Bank FP&A, Deutsche Bank AG
12:35 Lunch break and networking
DATA – PANEL DISCUSSION
Session details
- Managing dependence on data for disclosures
- Developing consistency in calculations for metrics
- Consistency and availability of data to feed calculations
- Reliance on external data to report on
- Monitoring data across industries for a single view
- Narrowing scope to then review individual organizations
- Developing sector proxies to enhance understanding
- Bringing the right data into one consistency space
- Aligning methodologies for transformation of data
- Coordinating efforts across the industry
- Leveraging external third party data to run models and estimate losses
- Ensuring accessibility and comparability of data across organizations
- Determining underlying accuracy of third party data for investment decisioning
- Standardization of ESG providers methodologies and scrutiny
- Forward looking data
- View of latent risks materializing in the future for physical and transition risks
- Incorporating into long term strategy
- Leveraging across supply chains for diversification
- Leveraging data in risk management processes and metrics
Maciej Lewandowski, Head of Risk Poland, NatWest Group
Jakub Piorkowski, Climate Change Net Zero Lead, Credit Suisse
Girish Narula, Chief Executive Officer, Urgentem
Anthony Fossati, Vice President, Global Head of ESG Sales, FactSet
ALIGNING SOCIAL CONSIDERATIONS
Session details
- Understanding social repercussions of decisions
- Exit strategies for certain sectors
- Impact to employment
- Global repercussions with certain industries
- Developing medium and long term strategies and considering alignment of environment and social impacts
- Social risks of the climate transition
- Ensuring equal opportunities with change
- Identifying investor priorities and gathering data
- Impact of Covid-19 on organizations and employees
Sophie Dupre-Echeverria, Chief Risk Officer, Gulf International Bank
2:55 Afternoon refreshment break and networking
NET ZERO TARGETS AND TRANSITION PLANS – PANEL DISCUSSION
Session details
- Verifying and validating targets
- Compliance with net zero without greenwashing
- Understanding transition risks moving towards net zero
- Social considerations and impact to consumers
- Reviewing outcome of COP26
- Defining roles and responsibilities across organizations
- Requirements for net zero aligned funds
Sanghamitra Karra, Managing Director, EMEA Head of Multicultural Client Strategy, Morgan Stanley
Adityadeb Mukherjee, Head of ESG, Lloyds Banking Group
Richard Bennett, Commercial Innovation Director, Sustainability Business, Schneider Electric
Simon Connell, Global Head, Sustainability Strategy, Standard Chartered Bank
STAKEHOLDERS AND BOARD ENGAGEMENT
Session details
- Measuring and understanding exposure and opportunities
- Demonstrating compliance and ambition to stakeholders
- Defining objectives and KPIs
- Engaging stakeholders with an open dialogue
- Ensuring buy-in of the board and management
- Implementing effective ESG governance
- Program management an accountability, starting at c-suite level
- What should an ESG function look like?
Anne-Sophie Castelnau, Global Head of Sustainability, ING Bank NV
4:35 Chair’s closing remarks and end of Summit
