8:00 – 8:50
Registration and breakfast
Sustainable Finance Event Moderator: Eivind Lorgen, Chair Emeritus, Investor Advisory Group, SASB Standards
8:50 – 9:00
Chair’s opening remarks
9:00 - 9:35
REGULATION
Reviewing upcoming regulation on the horizon and potential impact brought
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- Evolving from reactive to proactive for upcoming regulation
- Reviewing lessons learnt from SFDR and SDR
- Overview of ongoing and upcoming regulations impacting sustainable investing through financial products construction and marketing
- Assessing where double materiality has been introduced and what this means
- Reporting on risk management practices and scenario analysis results
- Balancing different regulatory frameworks and client expectations across regions
Eugenie Schwob,
Director, Risk and Quantitative Analysis – Sustainability Risk
BlackRock
9:35 - 10:20
REPORTING
Reviewing the latest ESG standards and requirements, including ISSB corporate disclosure requirements
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- Defining metrics that need to be reported on – both externally and internally
- Keeping pace with the evolving landscape, e.g., ISSB S1 and S2
- Aligning financial and ESG reporting
- Balancing regulatory changes on the federal and state level
- Building out climate reporting and measurement: reporting on financed emissions; getting ready for Scope 3 reporting, etc.
Rachel Mattes Greenberg
Head of Sustainability
Citizens
10:20 – 10:50
Morning Refreshment Break and Networking
10:50 - 11:35
POLITICAL POLARIZATION – PANEL DISCUSSION
Reviewing an ESG opposing landscape and impact as it weaves into state politics and corporate affairs
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- Creating a positive impact of sustainable finance objectives through lending and investing
- Setting the precedent for industry collaboration that has positive outcomes
- Tackling attacks from consumers or companies when addressing climate goals to reduce a company’s portfolios greenhouse gas emissions
- Increased fear of rates changing from consumers with these initiatives
- Reviewing the long-term benefit of collaboration with these initiatives
- Managing impact to the bottom line in the short term
- Balancing differing political climates across jurisdictions
- Pushing forward with sustainable efforts whilst avoiding political backlash
Eivind Lorgen,
Chair Emeritus, Investor Advisory Group,
SASB Standards
Meredith Chiampa
former Head of ESG for North America Markets
CITI
Samarth Malhotra
Director, Internal Audit, Corporate and Investment Banking portfolio
MUFG Bank
Ekaterina Grigoryeva,
Former Environmental and Social Development Specialist (Global Lead, Financial Sector)
The World Bank
11:35 - 12:10
NEAR TERM TARGETS
Anticipating challenges across sectors and asset classes to meet 2030 targets set
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- Dealing with repercussions if targets are not met
- Engaging in fallback programs at a broader institutional level
- Defining role of offsets and managing dialogue around not hitting targets
- Financial institutions role in this
- Accelerating activity for underlying investments where there is influence
- Setting the next 5-year cycle and understanding what is next
- Continuing deal pipeline of relatively mature investments in the climate space
- Responding to standards tightening over time
- SBTI tightening standards as they went from 2 degrees to 1.5
Alessia Falsarone,
Executive in Residence, Adjunct Faculty, Circular Economy and Sustainable Business,
The University of Chicago
12:10 - 1:10
Lunch break and networking
1:10 - 1:30
TRANSITION FINANCE
Reviewing the current transition risk landscape and potential implications for the future
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- Understanding the role of financing the shift towards a low carbon economy
- Identifying and mitigating risks associated with the transition to sustainable practices
- Establishing the metrics and tracking the effectiveness of transition finance initiatives
- Insights into the market demand for transition finance
Cino Robin Castelli,
Partner & Head of Transition Finance Investment
Orange Ridge Capital
1:30 - 2:15
TRANSITION FINANCE – PANEL DISCUSSION
Developing investable strategies related to asset and company level decarbonisation
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- Investing in transition related assets given their hybrid nature and different variables
- Breaking down the model to give correct outcomes
- Measuring and creating value through decarbonization related projects
- Creating a pipeline around this
- Deploying capital and having the right capital stack
- Organizing this internally
- Growing transition finance to the buyout stage
- Developing capital to bring finance projects to scale
- Having single metrics as ESG ratings
- Reviewing interface scenarios to plan where capital goes for future investments
Cino Robin Castelli,
Partner & Head of Transition Finance Investment
Orange Ridge Capital
Clark Barr
Head of Methodology
Morningstar Sustainalytics
Paul Vozzella
Director, Americas
Asset Impact a GRESB Company
2:15 – 2:50
Leveraging technology for ESG reporting and opportunity identification
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- Pillars for creating business value through Climate mitigation & adaptation
- Technology blueprint for climate data orchestration & calculation beyond ISSB and SEC disclosures
- Physical Risk and Financed Emissions as foundational KPIs for identifying transition and adaptation financing potentials
- Leveraging emission forecasts to finance companies with above average emissions intensities
- Organically steering the portfolio towards achieving climate targets
Stefan Malchow
Head of Sales
SAP Fioneer ESG solutions
2:50 - 3:20
Afternoon refreshment break and networking
3:20 - 3:55
BIODIVERSITY RISK
Addressing nature and biodiversity risks whilst keeping costs low
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- Meeting expectations whilst still making an effort that is meaningful
- Having a positive impact on biodiversity with lots of resources spent to crunch risk
- Getting a meaningful assessment of natural capital and biodiversity impacts
- Analyzing and evaluating natural capital and biodiversity risks more rigorously
- Reviewing TNFD trends and what should be looked out for
- Measuring and mitigating methane in a sustainability framework
Marina Severinovsky
Head of Sustainability, North America
Schroders
3:55 - 4:30
CLIMATE RISK
Reviewing the impact of climate risk on insurance for the real estate portfolio
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- Drivers of insurance companies exiting some regions
- Risks of lack of home insurance coverage
- Impacts on financial institutions and insurance companies
- Strategic planning with physical and climate risks on the rise
Jimoh Adeleke
SVP, Enterprise Scenario Planning and Execution,
Bank of America
4:30 - 4:40
Chair’s Closing Remarks