24 March 2022 London
From Client to Climate: Exploring the value chain of investing for a net zero economy
The NZC conference brings together climate scientists, investment practitioners and financial advisers to investigate the impact of investing for net-zero. When a client invests for a sustainable future, how does that investment drive change towards a carbon-neutral world? The event will explain the scientific imperative of a carbon-neutral world and how investment can usher, and force, the transition in companies and economies.
Hear from scientists on the imperative for a carbon-neutral economy and the pitfalls of just off-setting. Investment practitioners will discuss their engagement and the realities of putting companies on a path to being net zero. Financial regulators bringing it this together on their responsibility of advisers and guiding their clients.
The Net Zero Carbon target, devised by P1, is a collaboration between climate scientists and investment practitioners, currently implemented by 13 funds across 10 fund houses, it now has over £10.4bn assets under management focused on creating a net zero carbon world.
Lunch and coffees included. 4 hours of CPD available.
Climate Change Committe
The Rt. Hon John Gummer, Lord Deben, set up and now runs Sancroft, a Corporate Responsibility consultancy working with blue-chip companies around the world on environmental, social and ethical issues. Lord Deben is Chairman of the Committee on Climate Change, Valpak Limited, and the Personal Investment Management & Financial Advisers Association. He was the longest serving Secretary of State for the Environment the UK has ever had (1993-97). His sixteen years of top-level ministerial experience also include Minister for Agriculture, Fisheries & Food, Minister for London, Employment Minister and Paymaster General in HM Treasury. He has consistently championed an identity between environmental concerns and business sense.
Peter Uhlenbruch is interim Director of Financial Sector Standards at ShareAction, where he overseas financial sector research, campaigning and engagement workstreams that aim to deliver higher responsible investment standards across the asset management, insurance and banking sectors. Since joining ShareAction in 2018 he has established the leading practice workstream for investors and is the lead author of Winning Climate Strategies (covering asset owners), Insuring a Low Carbon Future (covering insurers) and co-author of ShareAction’s leading practice guide for asset managers on responsible investment. Prior to joining ShareAction, Peter taught business ethics at various Australian universities, and since the mid-2000s has worked across the ESG space in varying roles from proxy voting analyst for Ownership Matters, ESG analyst for MSCI and climate governance consultant for CDP.
The Met Office
Richard is a Science Fellow in the Met Office Hadley Centre working on regional climate information for adaptation and resilience with a focus on developing countries. He joined in 1990 where he developed its regional climate modelling capability and has applied this worldwide in a wide range of programmes and collaborations. Since 2010 he has also been a Visiting Professor in the School of Geography and Environment of Oxford University, collaborating on attribution of climate events and African climate. He was a lead author in the IPCC Third, Fourth and Fifth Assessment Reports (either in WG I or II) and is a coordinating lead author of the Atlas chapter and the online Interactive Atlas of the WG I contribution to the Sixth Assessment.
Founder, Economy of Good
Charlene is founder of Economy of Good, a platform to help people make 'good money' a non-negotiable feature of a clean, green and kind lifestyle. She is also Finance Associate at the regenerative economy think tank and advisory firm, Volans. Charlene is chartered in sustainable investment and finance and has worked across the industry for nearly a decade in campaigns, policy, research and education roles at UKSIF and Eurosif. Interests include climate action, active ownership in retail, financial literacy and seeing more truly sustainable options for our investments and finances.
Head of Communications, Util
Elisabeth leads content strategy at fintech Util, which uses machine learning to uncover relationships between companies and social and environmental themes. Her newsletter on sustainable finance and data—the Week in Impact—reaches an audience of over 5,000 investors, and she has authored research featuring in major titles including the FT. Elisabeth has previously held writing positions at global asset managers LGIM and T. Rowe Price, focusing on sustainability and structural trends in technology, energy and demographics. She tweets about fintech and investments @Elisabeth_Steyn.
Editor, ESG Clarity
Natalie Kenway is global head of ESG insight for ESG Clarity and has been an investment journalist for 16 years. She won Editor of the Year at the Aviva Investors Sustainability Media Awards 2021, and was Winner of Aegon Asset Management's Institutional Journalist of the Year for 2020 and 2021.
Responsible Investment Manager
Gerrit Ledderhof is a responsible investment manager within the responsible investment team, where he is focused on client policy implementation and reporting. He supports clients in developing, enhancing and implementing responsible investment policies, monitors ESG/RI policy and regulatory developments, and advises on external reporting. He is also Chair of the Aegon N.V. Climate Change Working Group, which is tasked with evaluating new climate developments affecting investment and insurance. Prior to joining Aegon AM NL, he worked at the Ontario Ministry of Environment, Conservation and Parks in Toronto, Canada, to develop policy, analysis and programs intended to reduce greenhouse gas emissions. Prior to that, he was a strategy manager at the Carbon Trust in London, United Kingdom. Gerrit has been in the industry since 2010 and he joined Aegon AM NL in 2019. He holds an MBA from Erasmus University, Rotterdam.
Co-founder and Head of ESG and Impact Reporting
Suresh was instrumental in developing the unique Alquity Virtuous Circle business model that for the first time merged responsible investing and impact, with better returns for investors. The model is based on Suresh’s expertise in business strategy developed over 25 years and his role as a non-executive director of One Water, the ethical water brand that has provided over $25m to clean water projects in Africa. At Alquity, Suresh works with the investment team to enhance and direct the development of our ESG integration ensuring that Alquity leads the industry in both thinking and practice. Recent developments include Key Progress Indicators that track engagement activity in areas such as water usage and biodiversity as well as developing Alquity’s approach to investing in high-risk sectors such as animal agriculture and extractives. Suresh leads Alquity’s PRI reporting (triple A+ in 2020), the ISR Label certification process as well as our SFDR and EU taxonomy reporting.
Alongside Craig Bonthron, Neil Goddin and Jonathan Parsons, Ryan is part of Artemis’ impact equities team and co-manages global equity funds focusing on positive impact, a field he has specialised in since 2000. Ryan joined Artemis in 2020 from Kames Capital, where he worked extensively on a range of ESG strategies, including the Kames Global Sustainable Equity Fund. Following an MSc and a BSc, in 2000 Ryan joined what was then Aegon Asset Management as an SRI (socially responsible investing) analyst. In 2002 he was promoted to be Kames’ Head of Corporate Governance & SRI; and then from 2015 Kames’ Head of ESG Research.
Kimberley Pavier is a Sustainability Analyst on the Global Technology Leaders Team at Janus Henderson Investors. Prior to joining the firm in 2021, Kimberley was a financial analyst and relationship manager in equity sales at Credit Suisse, specialising in ESG and impact, from 2019. Kimberley holds a first class BEng degree (Hons) in chemical engineering from the University of Leeds and an MSc (Hons) in biochemical engineering from the University College London. She sits on the Janus Henderson Gender Diversity and Ethnic and Cultural Diversity Networks and holds the CFA UK Certificate in ESG Investing. She has 3 years of financial industry experience.
Head of Sustainable Investment
Ed joined Montanaro in 2014 and has led the further development of sustainable investment across the company. In 2018, Montanaro launch the Better World Fund, a positive impact fund investing in global Small & MidCap companies. Ed is Co-Chair of the B Corporation Finance & Investment Working Group and a member of the GFANZ Real Economy Transition taskforce. He was thrilled to go to COP26 last November where he even had a chance encounter with US Climate envoy John Kerry!
Alex Monk is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is principally responsible for working on the Schroder Global Energy Transition Fund and other sustainable resource equity strategies. Prior to this, he spent two years as a Global Renewables Analyst, accountable for analysing companies across the entire clean energy value chain, and two years as a Sustainable Investment Analyst covering utilities and telecommunications. His investment career commenced at Schroders in 2016. Alex has a BA (Hons) Degree in Geography from Oxford University, where he specifically focused on climate science. He also has an MSc Degree in Environmental Policy and Regulation from the London School of Economics and Political Science (LSE), where he focused on climate policy and environmental finance.
Investor Relations Manager
Adam Robbins joined Triodos Investment Management as an Investor Relations Manager for the UK market in 2017. Prior to working for Triodos IM, Adam Robbins has worked for AXA Wealth Management working in partnership with Private Banks, DFMs, Platforms and Key Strategic Clients. He has also spent over 3 years with RAC in the Commercial Insurance division growing the business and securing new partnerships
Founder & CEO of Walls & Futures
Joe has worked in residential investment & development property for the last 20 years, starting his career with in estate agency with a leading London agency. He joined a Mayfair based private equity firm, which invested in residential properties throughout the UK. During his tenure it sourced, financed and provided asset management for over £350m worth of real estate. In 2008 he founded Walls & Futures, a property advisory and fund management consultancy for high net-worth private clients. In 2011 it launched the London Growth Fund, investing in prime London, generating a 5 year un-leveraged net return in excess of 40%. In 2016, the Fund was re-structured to create Walls & Futures REIT plc with the aim of generating long-term secure income by addressing the UK’s social housing needs. It has outperformed the MSCI UK residential property index for the last four years.
Partner, Head of Research
Seb is Head of Research and leads the integration of sustainability analysis within the investment process, as well as overseeing engagement activities. Previously, Seb was Head of SRI Research at Henderson Global Investors where he led on the identification and analysis of sustainability themes and company-level corporate responsibility analysis. Prior to Henderson, Seb was the Vice President of Research and Advocacy at SustainAbility. He has published several reports on sustainable business, and has been a member of numerous corporate advisory boards and awards panels. Seb has two degrees in environmental science and technology, from the University of East Anglia and Imperial College and is a Chartered Environmentalist.
Reporting Suresh was instrumental in developing the unique Alquity Virtuous Circle business model that for the first time merged responsible investing and impact, with better returns for investors. The model is based on Suresh’s expertise in business strategy developed over 25 years and his role as a non-executive director of One Water, t
Reporting Suresh was instrumental in developing the unique Alquity Virtuous Circle business model that for the first time merged responsible investing and impact, with better returns for investors. The model is based on Suresh’s expertise in business strategy developed over 25 years and his role as a non-executive director of One Water, the ethical water brand that has provided over $25m to clean water projects in Africa. At Alquity, Suresh works with the investment team to enhance and direct the development of our ESG integration ensuring that Alquity leads the industry in both thinking and practice. Recent developments include Key Progress Indicators that track engagement activity in areas such as water usage and biodiversity as well as developing Alquity’s approach to investing in high-risk sectors such as animal agriculture and extractives. Suresh leads Alquity’s PRI reporting (triple A+ in 2020), the ISR Label certification process as well as our SFDR and EU taxonomy reporting.
What's a product or service you'd like to show.