16th November 2021 | online event | 9.30am – 3.30pm
0900-0930 ARRIVAL and online networking
0930-0940 – Welcome and introduction
Speaker: Gavin Francis | Founder and Director, Worthstone
0940-1005 – Keynote – ‘Stewardship for Impact’
A champion for the cause of investors, a discussion around stewardship and impact. ShareAction has spent over a decade tackling some of the giants in the corporate world.
Speaker: Catherine Howarth, Chief Executive, ShareAction
1005-1020 – How to avoid being greenwashed. Understanding responsible, impact and sustainable investing
Unpicking market cynicism from critics like Tariq Fancy, and how you kick the tyres of asset manager green claims.
Speaker: Martin Todd, CFA, Portfolio Manager, Sustainable Global Equity, Impact Opportunities, Federated Hermes
1020-1100 – Panel debate – Advisers sharing their best practice
Addressing the key challenges experienced by your peers and finding practical solutions
Moderator: Jo Little, CEO, Emery Little
Panellists include:
Andy Willemite, Chartered Financial Planner & Head of Investment Research, Heron House Financial Management,
Clémence Chatelin, Head of Sustainable Investing & Senior Financial Planner, Paradigm Norton,
James King, Partner, King Financial Planning
1100-1120 MID MORNING CORRIDOR CONVERSATIONS
1120-1140 – Keynote – Preparing for regulatory developments in 2022
Following COP26 and the FCA’s plans to include sustainability into every client-adviser conversation – what do advisers need to know.
Speaker: Phil Spyropoulos, Partner, Eversheds Sutherland
1140-1200 – Adviser resources – Blowing the lid off ESG vs Impact investing
Evidence based insights highlighting the difference between ESG and Impact funds and latest developments.
Speaker: Gavin Francis | Founder and Director, Worthstone
1200-1215 – Why achieving net zero in the real economy is very different from a net zero portfolio
The impending climate crisis and how advisers can be part of the solution
Speaker: Graeme Baker, Portfolio Manager, Global Environment Strategy, Ninety One
1215-1300 – Panel debate – ESG vs Impact – what’s in a name?
Moderator: Abigail Rotheroe, Investment Director, Snowball Investment Management
Panellists include:
Ben Constable-Maxwell, Head of Sustainable and Impact Investing, M&G Investments,
Louise Kooy-Henckel, Managing Director and Head of EMEA Sustainable Investing, Wellington Management,
Seb Beloe, Partner, Head of Research, WHEB Asset Management,
Tim Crockford, Senior Fund Manager, Regnan – the responsible investment arm of J O Hambro Capital Management
1300-1345 LUNCH AND NETWORKING
1345-1405 – Keynote – Whistle blower looks under the label
A fireside chat exploring the legitimacy of claims about how much funds deserve “ESG” or green labels.
Speaker: Desiree Fixler, Former Group Sustainability Officer at DWS Group (a subsidiary of Deutsche Bank)
1405-1450 – Panel debate – Bonds: diversification vs dilution of impact
Helping you understand how bond funds can have an impact as well as meet the diversification objectives of Fixed Income.
Moderator: Murray McEwan, Director, Flowers McEwan
Panellists include:
Ashley Hamilton Claxton, Head of Responsible Investment, Royal London Asset Management,
Rebecca Seabrook, Director, Portfolio Manager, Fixed Income – EMEA, BMO Global Asset Management,
Salima Lamdouar, Portfolio Manager – Credit, AllianceBernstein,
Samuel Grantham, Investment Manager, abrdn
1450-1520 – Adviser resources – Evolution not revolution: Building a sustainable investment proposition that you and your clients believe in
Journey of a financial planning firm adopting a sustainable investment solution for their clients – an authentic account of what needed to change from the inside out
Speaker: Annette Hender, Partner and Chartered Financial Planner, Taylor Made Financial Planning LLP
1520-1525 Closing statement from Gavin Francis | Founder and Director, Worthstone
1525-1700 AFTERNOON CORRIDOR CONVERSATIONS