Sustainable Finance Agenda
Day One | June 10
8:00-8:50
Registration and breakfast
8:50-9:00
Chairs opening remarks
Day 1 Moderator: Larry Abele, Founder, CEO, Impact Cubed
9:00 – 9:40
SFDR
Reviewing SFDR and managing challenges faced with implementation into frameworks
- Ensuring products and investments align with EU Taxonomy targets
- Reviewing technical impacts and timelines
- Mitigating the challenges of adhering to SFRD
- Data, internal resources, and internal capacity
- Reviewing SFDR for transition finance labelling
- Engaging with SFDR amendment to stay ahead of the regulatory landscape
Aleksandra Schellenberg, Global Head Legal Sustainable Finance, UBS
9:40 – 10:30
CSRD IMPLEMENTATION – PANEL DISCUSSION
Benchmarking CSRD implementation and streamlining industry standards
- Double materiality assessments on sustainability
- Impact on the environment and society
- Managing internal challenges for CSRD implementation
- Expertise requirements and resources availability
- Applying double materiality to align current reporting standards
- Enhancing frameworks to meet CSRD requirements
- Benchmarking industry progress and framework for meeting CSRD standards
- Understanding the complexity to implement CSRD operationally
Celia Lambert-Alcantara, Head of Sustainable Finance/ESG Compliance, Credit Agricole Corporate & Investment Bank
Gwen Safa, Global Head of Sustainable Corporate Solutions (Sustainable Banking Group), Barclays Investment Banking
10:30-11:00
Morning refreshment break and networking
11:00 – 11:40
Alpha strategies and ESG: Mastering risk, return, and responsibility
- Introduction to a 3D ESG Framework: Explore the integration of risk, return, and ESG Impact in testing alpha strategies.
- 3D fund and security selection: Learn how to align your sustainable investment principles with the securities or funds you select.
- ESG Opportunities: Discuss ways to convert ESG challenges into strategic opportunities within portfolios.
- Actionable Insights: Gain practical insights to enhance your investment strategies using Impact Cubed’s tools and methodologies.
- Sharing some use cases.
- A vision for the future.
Larry Abele, Founder, CEO, Impact Cubed
11:40-12:20
CLIMATE STRESS TESTING
Supervisory expectations to climate risk management and stress testing
- Using climate stress testing and scenario analysis to help manage climate-related risks
- Closing gaps in climate data handling and climate risk modelling
- Good practices
- Monitoring progress in climate risk management / stress testing
Christoffer Kok, Head of Division, ECB
12:20-1:00
GREENWASHING RISKS
Managing uncertainties in mitigating greenwashing risks with increased regulatory pressure
- Building robust frameworks to prevent greenwashing.
- Treated as a traditional risk vs part of risk assessment and appetite?
- Mitigating greenwashing outside of frameworks
- Raising awareness, changing culture, and embedding this into financial institution
- Increase of ‘green hushing’ and impact to financial institutions
- Enhancing transparency to reduce regulatory scrutiny
- Greenwashing – reputational, legal, or financial risk?
- Aligning with ECB requirements in ensuring risk assessments and controls are in place
Javier Francisco Munoz, Global Head of Conduct, Reputational Risk & ESG, Santander Corporate & Investment Banking
1:00-2:00
Lunch break and networking
2:00-2:40
DATA
Developing a data program and managing the complexities of data requirements
- Managing lack of data needed to meet regulatory requirements.
- Enhancing transparency and robustness around data requirements
- Anticipating CSRD Implementation for corporates
- Leveraging on emerging data utilities
- Exploring on large language models
- Standardizing definition of sustainability to ensure data quality.
- Leveraging client data to build in house ESG data
- Using this to build new process, tools, and architectures.
Marie D’Argentre, Head of ESG Data & Transformation, BNP Paribas CIB
2:40-3:20
BAU – FIRESIDE CHAT
Prioritizing sustainability and embedding into BAU in a continuously evolving landscape
- Engaging internal teams to be more sustainable
- Training, upskilling, providing incentives.
- Climate change impacts to firms
- Proportionately upskilling team to navigate sustainability changes
- Understanding complexity of climate change and incorporating it in BAU
- g. Impact of floods to insurance premiums
Daniel Kricheff, Director, Global Credit Risk, Sustainability, MetLife Investment Management
George Barnard, Associate, Global Credit Research, Sustainability, MetLife Investment Management
3:20-3:50
Afternoon refreshment break and networking
3:50-4:30
TRANSITION FINANCE
Navigating challenges associated with sustainable transition finance
- Incorporating concept of sustainable transition into investments
- Identifying KPI’s, measuring transition, and transitioning a business to be more sustainable
- Navigating open-ended transition finance approach to mitigate greenwashing.
- Role of blended finance in transition planning
- Managing multiple approaches to transition financing
- Standardizing a definition transition finance
- Opportunities and risks within transition finance
Tarunima Arora, Executive Director, Senior Risk Officer, Sustainable Finance, Standard Chartered Bank
4:30-5:20
TRANSITION PLANNING – PANEL DISCUSSION
Developing comprehensive transition plans and aligning across business functions
- Aligning best practice for transition plan frameworks
- Going beyond net zero, emission reductions and looking at social transitions.
- Transition plans aligning with net zero goals and scope 3 emissions
- Creating efficient transition plans for clients
- Meeting KPI’S to implement effective transition plans
- Developing practical transition plans applicable across the banks’ balance sheets
- Ensuring transition plans are robust and avoid greenwashing
Phil Cliff, Director, Sustainable Investing, Fidelity International
Vesselina (Vessy) Haralampieva, Head of Sustainable Finance Governance, and Regulations, EBRD
Panagiota Batziou, Associate – Green, Social and Impact Bonds, Goldman Sachs Asset Management
Myles McCarthy, Head of Sustainability, Close Brothers
5:20-5:30
Chair’s closing remarks
5:30
End of day one
Day Two | June 11
8:00-8:50
Registration and breakfast
8:50-9:00
Chairs opening remarks
Day 2 Moderator: Alicia Glennon, Director Corporate Finance, Circularity & Waste, Sustainable Capital Group
9:00 – 9:50
NATURE AND BIODIVERSITY – PANEL DISCUSSION
Navigating nature based finance and establishing strategies beyond assumptions
- Implementing nature and biodiversity into sustainable frameworks
- Understanding long term impacts of nature and biodiversity
- Incorporating nature and biodiversity considerations into portfolio
- Identifying which metrics to be used
- Ensuring policies are designed to reduce impacts.
- Cooperating with TNFD guidelines to develop KPI’s.
- Defining measurements of nature and biodiversity capital
- Quantifying nature and biodiversity
Monica Filkova, Head of Climate and Nature Investment Strategy, Aviva
Pietro Stimamiglio, VP, Climate and ESG Capital Markets, Natwest Markets
Daniel Sacco, Investment Officer, Deutsche Bank
9:50 – 10:30
REGULATIONS
Reviewing regulatory landscape and navigating complex requirements across jurisdictions
- Managing timelines of regulatory landscape and reporting requirements
- CSRD, SFDR, EU Taxonomy, CSDDD
- Impacts of global disclosures what constitutes best practice
- UK SSDR regulations, U.S SEC disclosures on fund labelling
- Aligning regulatory requirements under EU Taxonomy
- Best practices and lessons learned in navigating the dynamic regulatory landscape
- Managing the risk of overlapping regulations from multiple jurisdictions
- Leveraging technology and innovation in streamlining regulatory compliance processes
- Navigating supply chains through CSDDD implementation
David Carlin, Head of Climate Risk and TCFD, UNEP FI
10:30-11:00
Morning refreshment break and networking
11:00 – 11:50
TAXONOMY – PANEL DISCUSSION
Managing the multitude of global taxonomies and impact on sustainable frameworks
- Development of taxonomy in sustainable finance
- Technicalities of taxonomy
- How to implement and apply taxonomy into BAU
- Managing complex regulations involving multiple taxonomies
- Green asset ratio implementation and navigating requirements
- Increasing transparency of taxonomy
- Effectively measuring and translating financial data
Evgeny Tyurin, Head of ESG Finance and Corporate Bank FP&A, Deutsche Bank
Gurprit Samrai, Associate Director, Sustainability and ESG Finance, Lloyds Banking Group
11:50-12:30
SUSTAINABLE INVESTING
Leveraging opportunities and practices of sustainable investing
- Exploring opportunities within sustainable investments
- Addressing the importance of transparency and responsible investment practices
- Investing in sustainable transport
- Electric cars, zero emission modes of transport, HGV’s and Trucks
- Risks and opportunities around decarbonization within investments
- Defining what classifies as a sustainable investment
- Shifting investments and asset management in attracting capital to green lending
Mikael Down, Executive Director, Head of EMEA Sustainable Finance Solutions, Morgan Stanley
12:30-1:30
Lunch and networking break
1:30-2:20
SUSTAINABLE LENDING PRODUCTS – PANEL DISCUSSION
Leveraging sustainability linked products to execute client expectations
- Current regulatory landscape for reporting and importance of reporting financed emissions
- Setting targets in financial institutions and aligning to science based organisations
- Evolution of sustainable finance products and service to drive down financed emissions in line with net zero and 1.5 degree transition pathways
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- Sustainable finance
- Sustainability-linked finance
- Challenges to overcome, including greenwashing and policy / regulatory landscape
- Importance of stakeholder engagement and partnerships (including public / private or cross-sectoral)
Saad Malik, Sustainability Director, Lloyds Banking Group
Ulrik Hallen Oen, Associate Director, Sustainable Finance, DNB Markets
Edward Dixon, Head of Responsible Investment – Real Assets, Aviva Investors
2:20-3:00
CARBON CREDIT MARKET – FIRESIDE CHAT
Assessing the voluntary carbon credit market
- Navigating lack of frameworks of carbon credits market
- Implications of a voluntary carbon credit market
- Bad credits and offsetting emissions
- Standardizing what ‘good’ looks likes in a carbon credit market
- Enhancing transparency and integrity to reduce risks
- Developing frameworks to manage carbon markets
Chris Leeds, Head of Carbon Markets Development, Standard Chartered Bank
3:00-3:50
FUTURE OF SUSTAINABLE FINANCE – PANEL DISCUSSION
Reviewing the future of sustainable finance and impacts on a macro scale
- Demystifying sustainable finance
- Building capacity to ensure decision making.
- Tackling conflicting interests with unsustainable oil and gas companies
- The role of blended finance in meeting sustainability standards
- Incorporating AI into sustainable finance frameworks to enhance efficiency.
- Using automation for assisting in transition plan guidelines
- Role of AI to support net-zero policies, taxonomies, and in-house initiatives.
Marina Marecos, Head of Sustainable Finance EMEA, Mizuho
Ben Constable-Maxwell, Head of Impact Investing, M&G Investments
3:50-4:00
Chairs closing remarks
4:00
End of Summit
