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Agenda:
(Please note timing may be subject to minor changes.)
09:30 – 10:00 Registration and coffee
10:10 – 10:20 Julia Dreblow to welcome guests
10:20 – 10:35 James Alexander UKSIF CEO, on Good Money Week and UKSIF activity
10:35 – 10:55 Julia – SRI Services update and comments on recent developments, including SDR
10:55 – 11:25 KEYNOTE Sacha Sadan – Director of ESG, FCA
11:25 – 11:40 Break
11:40 – 12:20 Fund Manager Panel 1
- ‘Why it matters where sustainable funds invest’
This session will discuss why favouring companies with high sustainability standards makes sense for clients and the relationship between stock selection (and divestment) and stewardship.
Confirmed speakers:
- Miranda Beacham – Aegon Asset Management
- Therese Niklasson – BNY Mellon
- Nick Scullion – Foresight Group
- Mike Appleby – Liontrust Asset Management
12:20 – 13:00 – Fund Manager Panel 2
- ‘What makes impact oriented funds different?’
How are ‘impact fund’ different from sustainable, screened or themed funds? What impacts can they deliver? How do different asset classes and regions vary?
Confirmed speakers:
- Dominic Byrne – abrdn
- My-Linh Ngo – BlueBay Asset Management
- Ben Constable-Maxwell – M&G Investments
- Seb Beloe – WHEB Asset Management
13:00 – 14:20 – Lunch Break
- ‘Meet the DFM/portfolio planner’ optional 30 minute breakout session – ‘Building forward looking portfolios’
Confirmed speakers:
- Patrick Thomas – Canaccord
- John Alexander – Castlefield
- Peter Thompson – King & Shaxson
- Oliver Jones – PortfolioMetrix
- Kate Elliot – Rathbones
- Stewart Smith – RSMR
14:20 – 14:25 Julia to introduce afternoon agenda
14:25 – 15:05 – Fund Manager Panel 3
- ‘Effective stewardship vs greenwash’
Many sustainable funds now lean heavily on stewardship to promote their usefulness. What does ‘good’ stewardship activity look like & how does it vary between regions and asset types?
Confirmed speakers:
- Amarachi Seery – Janus Henderson Investors
- Ben McEwen – Sarasin & Partners
- Alex Game – Unicorn Asset Management
- EdenTree – tbc
15:05 – 15:45 – Fund Manager Panel 4
- ‘What do intermediaries need to know about Net Zero’?
What is (and is not) Net Zero? What are the key recent developments, what is required now and what does leadership look like – and what should advisers be telling clients?
Confirmed speakers:
- Joe Horrocks Taylor – CT REP (Columbia Threadneedle – previously BMO)
- Samuel Mary – PIMCO
- David Harrison – Rathbone Investment Management
- Christopher McGoldrick – Stewart Investors
15:45 – 16:05 – Break
16:05 – 16:25 Afternoon KEYNOTE – Sofia Condes FAIRR – ‘The changing food system – why it matters to investors’.
16:25 – 17:05 – Fund Manager Panel 5
- ‘Fund managers share their favourite new ideas and discoveries’ .
Fund managers discuss their favourite big new idea – recent discoveries / innovations / development. Great stories intermediaries should share with clients ’.
Confirmed speakers:
- Suresh Mistry – Alquity Investment Management
- James Corah – CCLA
- Punam Sharma – Fidelity International
- Brian Sparkes – Macquarie Asset Management
- Yuko Takano – Pictet Asset Management
- Mike Fox – Royal London Asset Management
17:05– 17:25 – Discussion: ‘What next?’
Closing thoughts / discussion on what this all means for fund managers, intermediaries and the planet.
17:25 – 17:30 Close
17:30 – 20:30 Drinks reception with canapes
At long last… a chance to spend time mingling with one another – in a stunning setting!