Agenda
8:00 – 8:50
Registration and breakfast
8:50 – 9:00
Chair’s opening remarks
9:00 – 9:35
REGULATION
Reviewing upcoming regulation on the horizon and potential impact brought
View Session Details
- Reviewing if double materiality is financial material
- Defining the relation between financial materiality and sustainable accounting
- Defining requirements companies will have in terms of impact
- Balancing different regulatory frameworks and client expectations across regions
- Ensuring structure is in place to use all financial information necessary to report out externally
- Increased reliance on internal reporting systems
- Gaining new capabilities to report on geospatial analytics which may differ across geographies
- Pushing talent to understand new regulations as opposed to creating more value for the organization
- Understanding and implementing SEC rulings for financial institutions
- Evaluating the differences between financial materiality and double materiality within the EU and US
- Reviewing tactics for scope 3 reporting and planning ahead.
 |
Eugenie Schwob, Sustainability Risk, BlackRock |
9:35 – 10:20
REPORTING – PANEL DISCUSSION
Reviewing the ISSB corporate disclosure requirements
View Session Details
- Balancing regulatory changes on a federal and state level
- Merging financial and sustainability accounting when reporting to regulators
- Appropriately reporting on financed emissions
- Defining metrics that need to be reported on
- Getting ready for scope three reporting
- Reviewing ISSB S1 & S2 as they come online
- Building out climate reporting and measurement
- Becoming less dependent on finite nature resources
|
|
Ekaterina Grigoryeva, Environment and Social Development Global Head, The World Bank |
10:20-10:50
Morning Refreshment Break and Networking
10:50 – 11:25
POLITICAL POLARIZATION – PANEL DISCUSSION
Reviewing an anti-ESG world and impact as it weaves into state politics and corporate affairs
View Session Details
- 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 |
11:35 – 12:10
NEAR TERM TARGETS
Anticipating challenges across sectors and asset classes to meet 2030 targets set
View Session Details
- 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 roundtables
1:10 – 1:55
TRANSITION FINANCE – PANEL DISCUSSION
Developing investable strategies related to asset and company level decarbonisation
View Session Details
- 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
|
|
Guillaume Mascotto, SVP, MD of Sustainable Finance, U.S Bank |
|
|
C . Robin Castelli, Quantitative Methods for ESG Finance, Author |
|
|
Jennifer Sullo, Co – Founder, Managing Partner, Antheia Capital |
1:55 – 2:20
CARBON MARKETS
Leveraging investment opportunities in the current and future carbon markets landscape
View Session Details
- Reviewing new US government principles for voluntary carbon markets
- Seeing impacts to different parts of the economy
- Building towards carbon dioxide removal technology
- US government buying voluntary carbon credits from the market
- Building up financial markets for carbon
- Preparing exchanges, insurance products and risk transfer solutions
2:20 – 2:55
BIODIVERSITY RISK
Addressing nature and biodiversity risks whilst keeping costs low
View Session Details
- 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 |
2:55-3:25
Afternoon refreshment break and networking
3:25 – 4:00
CLIMATE RISK
Preparing for economic impacts and concentration risk brought from climate disruptions
View Session Details
- Reviewing impact of climate on insurance, banking and interest rates
- Increased concentration risk with declining home insurance and increased mortgages in particular regions
- Underwriting mortgages with loss of property due to climate change
- Understanding benefits brought when investing in clean energy
- Adapting to climate change and building resilience programs accordingly
- Risk planning with physical and climate risks on the rise
4:00 – 4:35
DATA
Having big data readily available to be able to develop investment strategies
View Session Details
- Addressing expectations of big data assessments and geoprocessing
- Navigating multivariate expectations around nature and biodiversity risk
- Balancing increased disclosing requirements with more technology incorporation
- Having huge amounts of information in systems readily available for this
- Reviewing evolution of data offerings to help show sustainable objectives are hit in a credible way
- Leveraging sustainable data to develop investment strategies
- Using relevant data to develop products and services
- Assessing companies through sustainability accounting data
- Having visibility of companies sustainable accounting when investing
- Reviewing relevant financial material
- Increased need for sustainable accounting data
4:35 – 5:10
TECHNOLOGY & AI
Building new capabilities through AI and technology for sustainable finance
View Session Details
- Reviewing AI application and efficiency internally
- Leveraging AI to help with sustainable finance
- Understanding current trends around AI
- Identifying what is available and what may be missing from the market through AI
- Evaluating advancements that financial institutions are building with AI
- Reviewing if firms are building capabilities in-house Vs integrating products
- Leveraging updated software to push security and information threat constraints
- Figuring out where risks lie in big data sets and AI
- Incorporating new technology to keep pace with competition
- Safely implementing AI with additional threats being brought
|
|
Andy Golub, Market Risk and Capital Management Oversight, First Citizens Bank |
5:10-5:20
Chair’s Closing Remarks
5:20
End of day one Networking drinks reception
|
|
Kristen Schneider, Director, Business Strategy and Planning, USAA |
|
|
Nita Kohli, Board Advisor & former Global Head of Enterprise Resilience, Citi |