All times are listed in BST. Please note the agenda is subject to change. 

9:00am Welcome & opening remarks

 

9:10am Panel one | Tackling the latest ESG trends - net zero, biodiversity, human rights

This panel will explore how managers are navigating the frontier of ESG investing and tackling new areas of concern. It will explore how firms are dealing with net zero commitments in terms of investment allocation and engagement. It will also explore how firms are moving beyond a focus on climate, offering a perspective on how to address issues such as biodiversity and human rights in the context of a broader responsible investment framework.

Patrick Bryden

Managing Director, Head of ESG Research, Scotia Capital Inc.

Marc Hassler

Associate Portfolio Manager, Energy Transition, Caxton Associates

 

9:55am Interview with Sacha Sadan, Director of ESG, Financial Conduct Authority

 

11:20am Preparing for SFDR Level 2

This discussion will focus on the practicalities of compliance SFDR Level 2 from 1 January 2023:, including completing the Article 8 and 9 pre-contractual annexes, the strategic importance of key disclosures for fund distribution, issues for UK and other non-EU delegates and compliance with the principal adverse impact regime.

 

11:45am Panel two | Investor conversations - from due diligence to reporting

This panel will bring together investment managers and investors to consider how the dialogue around responsible investment is evolving. It will look at the due diligence process and topics that carry most weight for investor decision-making, product design considerations (including how to navigate regulatory standards), and reporting expectations.

Sylvia Solomon

Director of ESG and Business Development, Equitile Investments Ltd

John Springett

Director of Business Development Operations, Aspect Capital

Eilidh Wagstaff

Specialist, Investment Practices Team, Principles for Responsible Investment

 

1:30pm Panel three | Articulating a credible responsible investment framework

This panel will bring together investment managers to shine a light on how they have gone about designing and enhancing a responsible investment framework. It will consider how firms have developed their internal expertise through training and hiring. It will look at how firms assess external standards and programmes and weigh their potential benefits and costs. It will also look at the importance of firm-level commitments, including in the context of Diversity, Equity and Inclusion.

Justin Kew

Senior ESG Analyst, Balyasny Europe Asset Management LLP

 

2:15pm ESG and private credit

This panel will look at investor expectations of private fund managers, current market trends and key industry initiatives to address data challenges.