17th November 2020 / 9.30am – 4.30pm
Subject to final refinements
0930-1000 VIRTUAL ARRIVAL and networking
1000-1015 – Welcome and introduction
Speaker: Gavin Francis | Founder and Director, Worthstone
1015-1030 – Keynote – An action driven attitude to money
A blockbuster call to act on impact from outside the world of financial planning
Speaker: Richard Curtis, Filmmaker and Co-Founder Make My Money Matter
1030-1045 – Investing in impact – are these the companies of the future?
A discussion of the opportunity and importance of impact investing in public markets, how these companies are exposed to secular growth and why impact needs to be quantifiable.
Speaker: Ingrid Kukuljan, Head of Impact Investing and Lead Portfolio Manager, Federated Hermes
1045-1105 MID MORNING CORRIDOR CONVERSATIONS
1105-1130 – Adviser resources – The launch of Worthstone’s new methodology
An insight into Worthstone’s fund rating process and methodology.
Speaker: Gavin Francis | Founder and Director, Worthstone
1130-1200 – Keynote – Responsible investing – What is it and how to make it real?
Even before the crisis, investors had been placing increasing emphasis on companies’ social as well as financial performance. But does responsible investing actually pay off, or do investors have to sacrifice financial returns to achieve social goals? With a particular emphasis on what it means to be a responsible investor in a time of crisis, this talk will draw on rigorous academic research, real-world examples, and practical frameworks.
Speaker: Alex Edmans, Professor of Finance, London Business School
1200-1215 – ‘Engagement’ does it really make a difference?
What is engagement, does it really have an effect on companies, and how can we tell what good quality engagement looks like?
Speaker: Vicki Bakhshi, Head of Responsible Investment, BMO Global Asset Management
1215-1230 – Impact by design
Has Covid adjusted the lens through which we evaluate the impact of an investment?
Speaker: Ben Constable-Maxwell, Head of Sustainable and Impact Investing, M&G Investments
1230-1235 – Impact on the ground – an investee story
These vignettes are the very essence of the Impact Investment Academy.
Inspiring accounts from investee companies themselves demonstrate to us why examples of impact, which have been generated at grassroots level, provide such a sense of fulfilment for client and adviser alike.
Speakers: The impact agents themselves!
1235-1330 LUNCH AND NETWORKING
1330-1345 – Keynote – The impact on financial advisers of impending new ESG regulation
A view to the future Regulatory risk or business opportunity?
Speaker: Laura Houët, Partner and regulated funds specialist, CMS Cameron McKenna Nabarro Olswang LLP
1345-1430 – Panel debate – Cutting through the spin – what challenges and opportunities does the tipping point of sustainable investing bring for the world of investment?
Chair: Ruth Sturkey (Client Director, Paradigm Norton)
Panelists include:
Mike Fox (Royal London Asset Management),
Pieter-Jan Hüsken (Triodos Investment Management),
Hamish Chamberlayne (Janus Henderson Investors),
Laura Houët (CMS Cameron McKenna Nabarro Olswang LLP)
1430-1445 – James Bond, Q and the value of impact investing
Breaking down the complexities around impact investing, how having the conversation about “sustainable investing” can deepen the relationship with your clients and be their James Bond!
Speaker: Seb Beloe, Partner and Head of Research, WHEB Asset Management
1445-1455 REFRESHMENT BREAK
1455-1530 – Adviser resources – Launching a new, independent, peer-led Impact Portfolio Service
Overcoming the challenge, seizing the opportunity: everything a financial advice professional needs to properly and simply embed investing for a positive impact into their service to clients, with consistency, credibility and confidence.
Speakers: David Crozier, Founder, Navigator Financial Planning and Michael Smith, Chartered Financial Planner and CEO, Chamberlyns
1530-1545 – The case for optimism – positive change in challenging times
Can you make a difference and in doing so deliver a positive financial return?
Speaker: Kate Fox, Partner and Investment Manager, Baillie Gifford
1545-1600 MID AFTERNOON CORRIDOR CONVERSATIONS
1600-1605 – Impact on the ground – an investee story
These vignettes are the very essence of the Impact Investment Academy.
Inspiring accounts from investee companies themselves demonstrate to us why examples of impact, which have been generated at grassroots level, provide such a sense of fulfilment for client and adviser alike.
Speakers: The impact agents themselves!
1605-1625 – Keynote – The impact tide is rising – the zeitgeist shift
A perspective from one of the most widely respected financial journalists from the international press.
Speaker: Gillian Tett, Chair of Editorial Board (US), Financial Times and Co-Founder FT Moral Money
1625-1630 Closing statement from Gavin Francis | Founder and Director, Worthstone