We have a packed agenda, with a wide range of superb speakers from the investment community and beyond. The event comprises four Fund Manager panels, two Adviser Sustainability Group panels, and three keynote speakers, one of whom, the inimitable The Rt. Hon. The Lord Deben, will host the showing of a film at 5pm.

The event is free to attend for financial services professionals only.  We aim to inform, support and enthuse interested financial advisers, planners, wealth managers and fund selectors about sustainable investing – and related areas – whilst allowing plenty of time for networking!

We anticipate the event being awarded 6 hours CPD.

You are welcome to share this invitation with interested colleagues.

Register directly via Eventbrite here.

We will be continuing to update the agenda on our Events page here.

115 people have signed up so far.  If you have signed up already, you may like to see agenda details below:

AGENDA

The agenda is in three parts:

•  Morning:
  • Fund manager panels:
    • Investing responsibly in a fast-changing, geopolitically complex world
      • Jenn-Hui Tan: Chief Sustainability Officer – Fidelity International
      • David Harrison: Head of Sustainability & Fund Manager – Rathbones Asset Management
      • Tom Firmin: Senior Investment Manager, Pictet Positive Change – Pictet Asset Management
    • Climate Transition investment in practice
      • Miranda Beacham: Head of UK Responsible Investment – Aegon Asset Management
      • Brian Sparkes: Head of Investor Relations – ATLAS Infrastructure
      • Vicki Bakhshi: Climate Strategist – Columbia Threadneedle Investments
    • Navigating AI’s environmental and social footprint
      • My-Linh Ngo: Senior Director & Impact-Aligned Strategist, Responsible Investment – RBC BlueBay Asset Management
      • Peter Michaelis: Head of Sustainable Investment – Liontrust Asset Management
      • George Crowdy: Senior Fund Manager – Royal London Asset Management
    • Showcasing Leadership
      • James Corah: Head of Sustainability – CCLA / Jupiter Asset Management
      • Carlota Esguevillas: Head of Sustainable Investment – EdenTree Investment Management
  • Morning keynote speaker:
    • Mark Manning is a Visiting senior fellow at the London School of Economics and Political Science, and convener of the ISO working group on Net Zero Transition Planning for Financial Institutions 
      • Mark will be exploring ‘What can financial institutions do to support the transition to a low emissions, climate resilient future’.

•  Afternoon:
  • Two interactive panel sessions with members of the Advisers’ Sustainability Group (ASG) .  The report is due to launch shortly.
    • ASG members discuss their new report, focusing on its’ purpose, content and lessons learned
    • ASG members share their opinions on the practical application of the report’s content and what it means for advisers’ and wealth management businesses
  • Afternoon keynote speaker
    • Danielle Walker-Palmour, Director of the Friends Provident Foundation.
    • Danielle’s topic will be ‘Exploring intergenerational harmony and disharmony in investment planning’ 

•  Early evening:  
  • FILM: People’s Emergency Briefing .  A short film designed for public, workplace and community viewings that brings together leading experts to talk about the diverse implications of the UK’s climate and nature crises.  The film is led by Chris Packham, and as a call for greater action, is intended to be followed by a discussion. Shown courtesy of the  National Emergency Briefing team.
  • Our evening keynote speaker, The Rt. Hon. The Lord Deben will lead a discussion of the film.

See full agenda here.

Eventbrite sign-up form. We want to make the most of the limited space we have available, and understand people can not always attend all sessions.  Please let us know on the sign up form whether you expect to join us during the day, in the evening, or both.