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Impact Investment Academy 2021 – The full agenda

Impact Investment Academy 2021 – The full agenda

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

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