Agenda

Agenda

8:45

Opening remarks

Speaker: Peter Cripps, Editor, Environmental Finance

9.00

Panel: Mainstreaming ESG into fixed income

A panel exploring different approaches and methods for integrating ESG into fixed income and making an impact through fixed income investing. Panelists will discuss:

  • Defining ESG in the context of fixed income -- do investors and issuers agree on what constitutes good ESG credentials? Are there geographic discrepancies?
  • To what extent is ESG priced into fixed income investments? Examples of how investors price in ESG risks in fixed income
  • Green bonds vs ESG integration -- which approach works best?
  • Assessing an issuer ESG profile in green and non-green bond issues.
  • What's the role of green bonds in aligning fixed income portfolios with climate and sustainability goals? Will the green and sustainability bond market make up a bigger part of the overall bond market in the next few years and will the issuer and investor universes grow?

Speakers:
Elisabeth Seep, Executive Director ESG Products, MSCI
Mitch Reznick, Co-head of Credit, Hermes Investment
David Zahn
, Head of European Fixed Income, Franklin Templeton Investment Management
Joshua Kendall
, Senior ESG Analyst, Insight Investment

Moderator: Hugues Delafon, Sustainable Banking, Crédit Agricole Corporate & Investment Bank

9.50

Panel: The role of central banks in promoting sustainable finance

Why are they increasingly paying attention to climate change and what are they doing to push investors to take action? What role do they think the fixed income space plays in the shift towards a low-carbon and sustainable economy?

Speakers:
Anna Breman, Chief Economist, Swedbank 
Lauren Anderson
, Senior Advisor for Green Finance, Bank of England

Moderator: Farnam Bidgoli, Head of Sustainable Bonds, DCM EMEA, HSBC

 

10.20

Networking break

10.50

The role of Fixed Income in the Energy Transition

Hear from 2-3 bond issuers in complex or controversial industries looking to transition. Are they considering looking to the capital markets to finance their transition and are investors backing them?

Followed by a debate on the role of transition bonds in the shift to a sustainable economy.

Speakers:
Simon Lord, Chief Sustainability Officer, Sime Darby Plantation
Meryam Omi
, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management

Moderator: Trevor Allen, Sustainability Research Analyst, BNP Paribas

11.25

Discussion: What does the EU sustainable finance action plan mean for fixed income?

  • EU green taxonomy plans – opportunities and challenges
  • Will the EU green bond standards boost the market? How has market feedback been addressed?

Speakers:
Aila Aho, Rapporteur, Technical Expert Group green bond standard sub-group and executive adviser, sustainability, Nordea
Eila Kreivi
, Director and Head of Capital Markets, European Investment Bank

11.55

Interactive poll and transition to break-out sessions

 

 Green, social and sustainability bonds Fixed Income & ESG

12.00

Issuer discussion: What makes a good green or sustainability bond?

Hear from three issuers of green, social and sustainability bonds on key components of their journey to issuing a themed bond, followed by a Q&A

  • Asset selection
  • Creating a framework
  • Reporting

Speakers:
Patrick Symington, Chief Executive, MORHomes
James Logush
, Managing Director, Financing, Collateral & Trading, Capital Markets & Factor Investing, Canada Pension Plan Investment Board
Vincent Gaillard
, CFO, Société du Grand Paris

Moderator: Marilyn Ceci, Managing Director, Head of Green Bonds, JP Morgan

12.00

Mini case-studies: Going beyond the 'G'

Hear from three different types of investors on how they integrate environmental and social considerations into their fixed income portfolio, followed by a Q&A

  • Analysing corporate issuer environmental and social risk
  • Asset owner 'E' and 'S' considerations in fixed income asset manager selection

Speakers:
Claire Curtin, Head of ESG, Pension Protection Fund
Inês Faden da Silva,
Treasurer, Tideway London
Andrew Mason
, Senior Analyst, ESG and Stewardship, Aberdeen Standard Investments
Christoph Klein
, Managing Partner, ESG Portfolio Management

12.40

Presentation: ESG impact metrics and biodiversity in green bond structuring

Speaker: Dr Kim Schumacher, Honorary Research Associate, Economics of Sustainability,
Smith School of Enterprise and the Environment

12.40

Fire-side chat: ESG in private debt

Speakers:
Alexandre Hökfelt, Director, Credit, EQT
Toby Belsom
, Director of Investment Practices, PRI

 

 

13.00

LUNCH

Interactive lunch session: How to drive progress in impact reporting

 Green, social and sustainability bonds Fixed Income & ESG

14.00

Panel: Expanding the thematic bond universe

  • Growth expectation for social and sustainability bonds
  • The future of blue bonds

Speakers:
Yo Takatsuki, Head of ESG Research and Active Ownership, AXA Investment Management
Sergio Molisani, Finance Director, SNAM
Kirsten Häger
, Head of Sustainable Finance at the Ministry of Finance, State of NRW
David Jenkins
, Head of Sustainable Finance, National Australia Bank

Moderator: Natalie Mordi-Hillaert, Director, ESG Capital Markets, BAML

14.00

Panel: Managing ESG risks in sovereign bonds

  • Explore the investment and sustainability case for incorporating ESG in sovereign debt strategies
  • Determine the opportunities and challenges of ESG integration for sovereigns compared with other issuer types
  • Debate the validity and challenges of engaging with sovereigns compared with other types of issuers
  • Examples of sovereign ESG engagement

Speakers:
Nicolas Jaquier, Strategist – Emerging Markets Debt, Allianz Global Investors
Ann Frank Andersen, Head of Research, Emerging Markets Debt, Nordea Investment Management
Graham Stock
, Partner, Senior Sovereign Strategist – Emerging Markets, BlueBay Asset Management

Moderator: Michael Ridley, Director, Global Head of Green Bond Research, HSBC

14.40

Fire-side chat: Pricing trends and expectations

Speakers:
Petra Wehlert
, Head of Capital Markets, KFW
Robert Vielhaber
, Sustainability Bond Origination (DCM), UniCredit Bank

 14.40

Fire-side chat: The future of bondholder engagement

  • Triggers for engagement
  • Investor examples: how did they do it, how long did it take? What were the end results and what could have been done differently?
  • Engagement trends and challenges

Speakers:
Ian Horn, Senior Credit Analyst, Muzinich

Moderator: Michael Hurley, Staff Writer, Environmental Finance

 15.00

Panel & Workshop Results: Driving progress in impact reporting

Speakers:
Denise Odaro, Investor Relations, Treasury, IFC
Angelas Brusas, Senior Funding Manager, Nordic Investment Bank
Gina V Hall, Investment Director, Global Head of Sustainable Finance, Carbon Trust
Joshua Kendall, Senior ESG analyst, Insight Investment

Moderator: Stéphane Marciel, Head of Sustainable Bonds, Debt Capital Markets, Societe Generale

15.00

Panel: Rating agencies and ESG - what's next

  • What are the major rating agencies doing on ESG? Why is ESG rising up their agenda?
  • ESG ratings methodologies – what are the biggest challenges/question marks for investors and issuers?
  • Practical examples of why ESG matters to fixed income investors
  • What do issuers make of the integration of ESG into credit ratings and the rising influence of ESG ratings frameworks provided by other players?

Speakers:
Peter Kernan
, Managing Director, Global Criteria Officer, Corporate Ratings, EMEA, S&P Global
Mitch Reznick
, Co-head of Credit, Hermes Investment
Trisha Taneja
, Product Manager and Head of Sustainable Bonds, Sustainalytics

Moderator: Carmen Nuzzo, Senior Consultant, Credit Ratings Initiative, PRI

15.45

NETWORKING BREAK

16.05

Presentation: The Importance of Climate Risk for Government Bond Investors

SpeakerScott Harman, Managing Director, Fixed Income, FTSE Russell

16.20

Case study: The outlook for the world’s biggest green bond fund

Speaker: Frédéric Samama, Co-Head of Institutional Clients Coverage, Amundi

16.45

Panel: Fixed Income investing to meet the SDGs

  • SDG opportunities for fixed income investors
  • Thematic bonds - are SDG bonds a growing market?
  • SDG reporting and impact assessment challenges

Speakers:
Kristofer Dreiman, Head of Responsible Investments, Lansforsakringar
Jason Channell, Head of ESG, Citi Global Insights
Alessandro Canta, Head of Finance & Insurance, Enel
Niamh Whooley,
Senior Vice President, ESG Engagement Analyst, PIMCO

Moderator: Philip Brown, Head of Sustainable Capital Markets, Citi

17.20

End of conference