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 US tariff policies and global climate pressures will shape the future of sustainable investment in the UK
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.
10:10–10:30
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)
10:30–10:45
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: 10:45–11:20
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
regulatory slot:
Phil Spyropoulos, Eversheds Sutherland
US Equity Impact:
David Rowlett, T Rowe Price
Financial Inclusion:
Nduka Amadi, Baillie Gifford
Transition Materials:
James Richards, Fidelity
Engagement:
Amy Browne, CCLA
Global Government Sustainable Bonds:
David Katimbo-Mugwanya, EdenTree
Nature & Biodiversity Solutions:
Ben Constable Maxwell / Charlie Anniss, M&G
Lunch: 12:50–13:45
13:50–14:20
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)
Regulatory SLOT:
Phil Spyropoulos, Eversheds Sutherland
US Equity Impact:
David Rowlett, T Rowe Price
Financial Inclusion:
Nduka Amadi, Baillie Gifford
Transition Materials:
James Richards, Fidelity
ENGAGEMENT:
Amy Browne, CCLA
Global Government Sustainable Bonds:
David Katimbo-Mugwanya, EdenTree
Nature & Biodiversity Solutions:
Ben Constable Maxwell / Charlie Anniss, M&G
Regulatory SLOT:
Phil Spyropoulos, Eversheds Sutherland
15:50–15:55
Key takeaways and closing remarks: Gavin Francis
(Worthstone)
Post event drinks reception: 16:00–17:00
