Agenda
(exact timings may be subject to change)
09:30–09:40
Welcome and introduction: Gavin Francis
(Worthstone)
09:40–10:10
External Keynote: How U.S. Tariff Policies and Global Climate Pressures Will Shape the Future of Sustainable Investment in the U.K.
Dr Linda Yueh CBE, Fellow in Economics, St Edmund Hall, Oxford University and Adjunct Professor of Economics, London Business School
We will begin the day discussing how international policies will affect the future of sustainable investment.
10:15–10:35
On Wednesdays we wear pink – why it is time to break down the sustainability clique
James Corah, Head of Sustainability, CCLA
In Mean Girls, Regina George famously declares “on Wednesdays we wear pink” — a symbol of exclusivity that mirrors how sustainable investing can sometimes feel. But as ESG evolves, we at CCLA believe it’s time to move beyond the clique, reflect on our purpose, and build a more inclusive and forward-looking future, as highlighted in our latest client survey.
(CCLA)
10:35–10:50
Shaping the conversation: Simple strategies to win hearts, minds, and assets in sustainable investing (i)
Mark Hauser, Applied Behavioural Scientist, The Team
Sally Tarbit, Director, Brand Activation, The Team
Step into this two-part session to discover how reframing the investment conversation and other applications of behavioural science can turn good intention into concrete commitment.
Staying on the sidelines is no longer an option. The future of investment is being rewritten by the realities of societal and environmental change. And those who lead the conversation stand to capture its rewards.
(The Team)
(The Team)
Corridor Conversations: 10:55–11:30
Stream 1: Financial Advisers
Chaired by Gavin Francis
Stream 2: Fund Selectors
Chaired by Abigail Rotheroe
Wellth Sustainable MPS:
Gavin Francis, Worthstone
Jon Cobb, Trinity Wealth Management
Natural Capital:
Ben Constable-Maxwell / Charlie Anniss, M&G
US Impact:
David Rowlett, T Rowe Price
Emerging Markets:
Timothy Hay, Stewart Investors
Transition Materials:
James Richards, Fidelity
Engagement:
James Corah and Sam Pennefather, CCLA
Government Bonds:
David Katimbo-Mugwanya, EdenTree
Financial Inclusion:
Nduka Amadi, Baillie Gifford
Lunch: 13:00–14:00
14:00–14:30
Shaping the conversation: Simple strategies to win hearts, minds, and assets in sustainable investing (ii)
Mark Hauser, Applied Behavioural Scientist, The Team
Step into this two-part session to discover how reframing the investment conversation and other applications of behavioural science can turn good intention into concrete commitment.
Staying on the sidelines is no longer an option. The future of investment is being rewritten by the realities of societal and environmental change. And those who lead the conversation stand to capture its rewards.
(The Team)
Natural Capital:
Ben Constable-Maxwell / Charlie Anniss, M&G
US Impact:
David Rowlett, T Rowe Price
Emerging Markets:
Timothy Hay, Stewart Investors
Transition Materials:
James Richards, Fidelity
ENGAGEMENT:
James Corah and Sam Pennefather, CCLA
Government Bonds:
David Katimbo-Mugwanya, EdenTree
Financial Inclusion:
Nduka Amadi, Baillie Gifford
Regulatory SLOT:
Phil Spyropoulos, Eversheds Sutherland
16:05–16:10
Key takeaways and closing remarks: Abigail Rotheroe
(Worthstone
Investment Committee)
Post event drinks reception: 16:10–17:00
