Sustainable Investing: Progress in practice 2021 | CFA Society UK | 20 September 2021 | Virtual Conference

CFA UK’s Sustainable Investment conference brings investment practitioners together to discuss how best to implement sustainable investment strategies today and in future. Our week-long event gives you the tools and information you need to integrate ESG and climate considerations into your investment practice.
There is now little need to discuss the ‘what’ or ‘why’ or ‘when’ in relation to sustainable investment practices. Now the emphasis is on ‘how’. Our conference brings together practicing investment professionals to talk about how they are responding to the challenges and to share what they have learnt with the broader investment community.
We will bring investment professionals together to consider some of the key questions that we still need to resolve, to consider the skill sets that investment professionals need to cultivate, to look at the various sectors in which those skills need to be applied and to think about some of the challenges that are likely to arise in the coming few years. Our aim will be to provide you with practical guidance and learning that you can take back into your investment practice to the benefit of your clients.
We hope that you will join us and contribute to the debate with your own questions and comments. We will invite you to join moderated breakout sessions to continue the debate and to make connections of your own.
If you have already taken the Certificate in ESG Investing or are interested in sitting for our upcoming Certificate in Climate and Investment, you will be pleased to see that a number of the authors of the official training manuals will be taking part in the event – they will be providing their thoughts on how best practice is developing across analysis, valuation and portfolio construction.

2021 Speakers

Abbie Llewellyn-Waters
Head of Sustainable Investing, Jupiter Asset Management

Dame Elizabeth Corley
Investment Managers, Merrill Lynch

Richard Hatch
Mining Equity Research, Berenberg’s Metals & Mining

Claudia Gollmeier, CFA
Managing Director & Senior Investment Officer, Colchester Global Investors

Dr. Julian Kölbel
Economist and Environmental Scientist, Center for Sustainable Finance and Private Wealth (CSP), University of Zuric

Jason Mitchell
Co-Head of Responsible Investment, Man Group

Natasha Landell-Mills, CFA
Head of Stewardship, Sarasin & Partners

aith Ward
Chief Responsible Investment Officer, Brunel Pension Partnership

Benjamin Yeoh, CFA
Senior Portfolio Manager, Global Equities for Royal Bank of Canada (RBC) Global Asset Management

Graham Cook, CFA
Chief Investment Officer - Environment Agency Pension Fund

Hortense Bioy, CFA
Global Director of Sustainability Research within Manager Research, Morningstar

Paul Andrews
Managing Director for Research, Advocacy, and Standards, CFA Institute

Alex Bernhardt
Global Head of Sustainability Research, BNP Paribas Asset Management

Fraser Lundie, CFA
Executive Director, Head of Credit, Hermes Investment Management

Maria Municchi, CFA
Fund Manager, M&G

Robert Hall
Associate Director of ESG, Impact and Innovation, Federated Hermes

Carlos Sanchez
Director, Climate Resilience Investment Climate and Resilience Hub, Willis Towers Watson

Lindsey Matthews, CFA, CIPM
Chief Risk Officer at Universities Superannuation Scheme (USS)

Marg Franklin, CFA
President and CEO, CFA Institute

Marion Maloney
Policy, Governance and Risk Manager, Environment Agency Pension Fund

Catherine Howarth
Chief Executive, ShareAction

Andrew Howard
Global Head of Sustainable Investment, Schroders

Maria Nazarova-Doyle, CFA
Head of Pension Investments at Scottish Widows

Stephanie Maier, GAM Investments
Global Head of Sustainable and Impact Investment

Nick Molho
Executive Director, Aldersgate Group

Masja Zandbergen - Albers
Head of Sustainability Integration, Robeco

Alina Donets, CFA
Portfolio Manager, Lombard Odier Investment Managers

Harry Goad, CFA
Equity Research, Berenberg

Evan Tylenda, CFA
Head of EMEA, GS SUSTAIN

Anna Chong
Deputy Head of Corporate Credit Research

Daniel Murray, CFA
Deputy CIO & Global Head of Research at EFG Asset Management

Mark Lewis
Head of Climate Research, Andurand Capital LLP

David Zahn, CFA
Head of Sustainable Fixed Income, Franklin Templeton

Sylvia Solomon, ASIP
Director of ESG and Business Development, Equitile Investments Ltd

Monica Filkova, CFA
Climate and Sustainable Finance Advisor

My-Linh Ngo,
Head of ESG Investment

Manuel Adamini
Director, Responsible Investment (RI) Strategist, BMO Global Asset Management

Maxine Wille, CFA
Investment Analyst, Regnan (the Responsible Investment arm of J O Hambro Capital Management)

Rob Pulleyn
Head of Utilties & Clean Energy Research, Morgan Stanley

Carole Ferguson
Managing Director, Industry Tracker

Cameron Falconer, CFA, CAIA
Senior Manager Research Analyst, Aviva Investors

Dr Ben Caldecott
Director, Oxford Sustainable Finance Programme and Lombard Odier Associate Professor and Senior Research Fellow

Elaina Elzinga, CFA
Principal in Investments at the Wellcome Trust

Maria Lombardo
Head of ESG Advisory Sustainable Finance, Standard Chartered Bank

Aniket Shah
Managing Director and Global Head of ESG and Sustainability Research, Jefferies Group LLC

Dr George Cooper
CIO, Equitile Investments Ltd

Shuen Chan
Head of ESG, Real Assets, Legal & General Investment Management (LGIM)

Amelia Tan
Director, Sustainable Investing, BlackRock

Michael Wilkins
Managing Director, Senior Research Fellow, Sustainable Finance, S&P Global Ratings

Honor Fell, CFA
Sustainable Investment Officer, Cambridge University Endowment Fund

Lutfey Siddiqi, CFA
Visiting Professor in Practice, LSE IDEAS and co-investigator, LSE Inclusion Initiative (TII)

Jessica Alsford, CFA
Managing Director and Global Head of Sustainability Research, Morgan Stanley

Vincent Piscaer
Head of Alternative Investments, EEA Fund Management Limited

Mili Fomicov
Researcher, Imperial College London
Climate and Equity Strategist, Andurand Capital

Arun Kelshiker, CFA,
Advisory, Cambridge Sustainable Investment Partners (CSIP)

Adam Matthews
Co-Director, Investment Team responsible for Ethics and Engagement, Church of England Pensions Board and Chair of the Transition Pathway Initiative (TPI)