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12 March 2019

Financing the shift to a sustainable economy

Financing the Shift to a Sustainable Economy

Europe is continuing to cement itself as a leading sustainable finance market. Progress to adopt the key proposals of the EU Sustainable Finance Action Plan is rapidly underway and investors are increasingly working to incorporate sustainability into their strategies and portfolios.

The Taskforce for Financial Climate-Related Financial Disclosure (TCFD) is also pushing climate higher up the finance community agenda. But enormous efforts are still needed in the near-term future to reach the $100 billion/year global climate finance goal and to catalyse the $5-7 trillion required annually to meet the Sustainable Development Goals (SDGs) by 2030.

Gathering decision-makers from the investment community, European governments and think tanks

Last year’s event attracted leading asset owners managing more than €3 trillion, as well as major asset managers, policymakers, banks, think-tanks and non-profit organisations.

The Sustainable Investment Forum Europe hosted by Climate Action in partnership with UNEP Finance Initiative brings together investment professionals looking to drive the move to a sustainable and low-carbon economy.

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Key Themes

Investor Strategies

Learn about strategies ranging from engagement to impact investing

Climate Change

The route to investor alignment with global targets

SDGs

How are SDGS driving business and investor action

Implementation

What are examples of successful investor ESG integration?

EU Leadership

Progress driven by Sustainable Finance Action Plan

Physical Climate Risks

Reflecting risks in financial reporting

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Featured Speakers

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Adam Matthews

Director of Ethics and Engagement

Adam is the Director of Ethics and Engagement for the Church of England Pensions Board, as well as Co-Chair of the Transition Pathway Initiative and a Board Member of the Institutional Investors Group on Climate Change, (IIGCC).  He is also the co-lead, on behalf of CA100+, for engagement with Royal Dutch Shell that led to the 2018 joint statement on climate targets agreed between Shell and institutional investors.

Adam founded and now Co-Chairs the Transition Pathway Initiative (TPI) an asset owner-led and asset manager-supported global initiative which assesses companies’ preparedness for the transition to the low carbon economy (and publishes this through the London School of Economics).  Adam is also the lead for the Church of England on the Mining and Faith Reflections Initiative (MFRI) a forum that convenes dialogue between mining company CEO’s and Church leaders.

Adam also serves as a member of the Royal College of Physicians Investment Advisory Board and on the Pension and Lifetime Savings Association (PLSA) Stewardship Advisory Group.

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Amanda Latham

Policy Lead

Amanda Latham is a Policy Lead at The Pension Regulator. Amanda joined TPR in 2011, working in the policy and stakeholder teams with a focus on governance and investment. Amanda leads on DB consolidation, collective benefits, professional trustee standards and investment policy for TPR.

Prior to joining TPR, Amanda worked with the Environment Agency and in local government. She is also a trustee on the board of Age UK in Brighton & Hove and was appointed Vice Chair in 2018.

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Andreas Hallermeier

Chief Investment Officer, Sustainability Manager

Andreas Hallermeier was born in 1980 in Munich. After graduation from high school, Mr. Hallermeier did an apprenticeship as a bank clerk with Deutsche Bank. In 2007 he graduated in Economics at the Ludwig Maximilians University Munich. In 2008 he began his career as a Junior Portfoliomanager at the Bayerische Versorgungskammer, where he was responsible for the investments in “Emerging Markets Equities” and “Convertibles”. After the Financial Crisis he developed the ESG approach of the BVK and became Assistant to the Chief Investment Officer and BVK´s first Sustainability Manager in 2015. In 2011 he obtained the Certified European Financial Analyst CEFA and the Certified International Investment Analyst CIIA.

 

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Andrew Steel

Managing Director, Global Head of Sustainable Finance

Andrew has over 30 years of experience as a global risk and finance specialist and was recently appointed to lead a new cross sector global team to develop and expand Fitch’s analysis of ESG and sustainable finance. Andrew is responsible for developing Fitch’s sustainable finance strategy, both within the ratings business and across the broader Fitch group, by determining investor and banker needs, and driving the development of new teams to provide products and services for this rapidly growing area. Initially the sustainable finance team is based in London, New York and Beijing, but will expand in size, scope and location dependent on identified constituent needs.
Andrew has held several senior management roles within Fitch over the last 14 years. In Europe from 2004 to 2010 he ran the energy, utilities, project finance and regulated transportation analytical groups. From 2010 to 2017 he was based in Singapore and led the development of Fitch’s Asia Pacific Corporate Ratings Group. Then on his return to Europe in 2017 he was regional head of Fitch’s EMEA Corporate Ratings Group, and also successfully ran a global executive project to transform and improve Fitch’s overseas office network.
From 2000 to 2004, Andrew was head of ABN Amro’s structured industry finance, power and utilities group for Europe, the Middle East, and Africa. He also previously worked for Edison Capital Europe as a private equity investment director in infrastructure, for the energy company PowerGen plc (now EON) as a senior project finance manager, and in the banking sector as a mezzanine, leveraged buy-out and cross-border M&A lender and advisor.
From 2006-2010 Andrew actively assisted the United Nation’s Economic Council for Europe advising on energy and risk issues, and was a member of the UNECE Ad Hoc Group of Experts on Sustainable Energy Developments. Andrew speaks regularly at conferences and forums on a wide range of risk based issues. He is currently a trustee of the Great Ormand Street Hospital based children’s charity CLEFT.
Andrew graduated with a BSc Hons in Psychology from Bristol University in 1989, and has a postgraduate diploma from INSEAD business school (CGEM 2016).

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Christian Lindstrøm Lage

CIO

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Eric Usher

Head, UNEP Finance Initiative

Eric Usher currently heads the UN Environment Programme Finance Initiative, UNEP FI, a global partnership bringing together the UN with 230 banks, insurers and asset managers working to develop the sustainable finance and responsible investment agendas. Eric oversees governance, strategy and day-to-day management of UNEP FI’s work programme and global network development. Over the years UNEP FI has established some of the most important sustainability oriented frameworks within the finance industry, including the Principles for Responsible Investment (2006), the Principles for Sustainable Insurance (2012) and work now underway on the establishment of Principles for Responsible Banking. Since joining in 2015, Mr. Usher has focused on accelerating the deep integration of sustainability risks into financial practice, including addressing climate change, natural capital loss and human rights abuses, as well as building out the frameworks for positive impact finance needed to achieve the UN Sustainable Development Goals. Eric sits on several industry bodies including as UN representative on the Board of the Principles for Responsible Investment, as a member of the Evaluation Council of the French sovereign green bond, as Director for the impact fund REPP Africa and founder of the Seed Capital Assistance Facility.

Prior to leading UNEP FI, Mr. Usher has over twenty years of experience in the low carbon sectors, spanning technology commercialisation in Canada, solar rural electrification in Morocco and financial sector development across emerging markets. During 2011, Mr. Usher worked on the establishment of the Green Climate Fund and led efforts to create its Private Sector Facility. Eric has been an editor of the Global Trends in Renewable Energy Investment report published annually with Bloomberg and was lead author for finance of the IPCC Special Report on Renewable Energy Sources. Before joining the UN, Eric was General Manager of a solar rural electrification company based in Morocco.

 

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Eva Halvarsson

CEO

Since 2006, Eva Halvarsson has acted as the CEO of the Second Swedish National Pension Fund — AP2. She heads up an organization with more than SEK 330 billion (approx. USD 36 billion) under management in virtually every asset class, and one that is active in all parts of the world; AP2 is one of northern Europe’s largest pension funds.

Ms. Halvarsson began her career as an accountant, progressing to the point that before joining AP2, she spent ten years working for the Swedish Government where she was responsible for the governance and management of the large and extensive portfolio of state owned companies.

Eva Halvarsson has had a distinguished and varied leadership career. She took part in the working group that put into effect the Swedish Corporate Governance Code in 2004. She also spent several years, serving on the Swedish Corporate Governance Board. Eva has been a board member of several large companies and has chaired the nomination committees of some of Sweden’s largest listed companies. She recently left after serving for ten years as the Deputy Chairperson of the board of the University of Gothenburg.

Presently, she is board member of the UN-PRI (the United Nation´s Principles for Responsible Investments), Vasakronan (the largest real estate company in Sweden), The Gothenburg Award for Sustainable Development and The Royal Swedish Opera. In addition, she serves on the advisory board of the Women Entrepreneur´s Opportunity Facility, the first-ever global finance facility dedicated exclusively to women-owned small and medium-sized enterprises.

Eva Halvarsson was born in 1962 and holds an MSc in Business and Economics from the School of Business, Economics and Law at the University of Gothenburg.

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Gregor Paterson-Jones

Independent Clean Energy & Impact Investment Specialist

Gregor is an independent Clean Energy and impact investment specialist. He sits and has sat on investment committees of numerous high-profile international funds, including UNCDF, European Fund for Strategic Investment, Dolma, Mergence, and UKCI. He currently advises the European Commission, UNCDF, UNDP, the African Development Bank, a Middle Eastern Sovereign Wealth Fund and the World Bank on new fund establishment. He also acts as Boston Consulting Group’s international fund structuring expert for Middle Eastern corporate and government clients. Greg was previously Managing Director of the UK Green Investment Bank which has successfully concluded over 100 individual investments in clean energy and energy efficiency in the UK and has a funding partnership between DECC and the GIB for funding clean energy in emerging markets, including India and Africa. Prior to this he was CEO of SW Securities, a regulated clean energy finance firm investing in renewable energy projects and energy access projects in emerging markets internationally, and responsible for the world’s first listed Carbon Project Fund in 2005 in South Africa.

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Lauren Smart

Managing Director, Global Head of Financial Institutions Business

Lauren is Managing Director, Global Head of Financial Institutions Business at Trucost, part of S&P Dow Jones Indices. Trucost assesses and prices risks relating to climate change, natural resource constraints and broader ESG factors, enabling companies and financial institutions to understand exposure to ESG factors, inform resilience and identify the transformative solutions of tomorrow.

Lauren is an expert in sustainable finance and, over the last decade, has advised leading fund managers, pension funds, banks and DFIs globally on how to integrate climate change and natural capital analysis into their investment decision making.

Prior to joining Trucost, Lauren was a Senior Investment Associate in Global Equity Research at Putnam Investments specialising in Pharmaceuticals, Chemicals and Aerospace & Defence. She was also a consultant at DFID (UK Department for International Development), working on the Millennium Development Goals for Girls’ Education.

Lauren holds a BA (Hons) and MA from Cambridge University in Archaeology and Anthropology and an MSc in Anthropology and International Development from the London School of Economics. She is also a regular speaker and respected commentator on environmental finance issues.

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Laurent Babikian

Director, Investor Engagement, Europe

Laurent leads the Investor Engagement team in Europe. Laurent started his career in 1991 working with Bank Indosuez for 10 years. In 2000, he co-founded a start-up incubator and coached entrepreneurs to accelerate their businesses before creating his own consultancy company in Brazil, where he became one of the 300 mentors of the NGO Endeavor. Laurent graduated from the IESE Business School in Barcelona, with an Executive MBA in General Management. He also holds an MA in Economics from the University of Paris Dauphine.

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Magnus Billing

CEO

Magnus Billing is the CEO of Alecta. Alecta provides collectively agreed occupational pensions, and is owned by approximately 2.4 million private customers and 34,000 corporate clients. Alecta’s assets under management amount to approximately USD 90 billion.

In 2016 Mr. Billing was appointed to be member of the European Commissions’ “high-level expert group” on sustainable finance. In January 2018, the group delivered their final recommendations for “a comprehensive EU strategy on sustainable finance as part of the Capital Markets Union”, which informed the Commissions’ Action plan on Sustainable Finance launched in 2018.

Prior to joining Alecta, Mr. Billing was the CEO of Nasdaq Nordics, and Head of Fixed Income Nordic and Baltic Markets. Within Nasdaq he previously held the position as Chief Legal Counsel and Senior Vice President of Nasdaq Group, Inc.

Mr. Billing has served as director of Federation of European Securities Exchanges, Swedish House of Finance and as an alternate director of the Swedish Corporate Governance Code Board of Directors. He holds a degree in Law from Stockholm University.

 

 

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Mario Nava

Director, DG FISMA

Mario Nava (born Milan, 1966) holds an undergraduate degree in Economics from
Bocconi University (1989), an MA from the Université Catholique de Louvain, Belgium (1992) and a PhD in Public Finance from the London School of Economics (1996). Mario joined the European Commission in 1994 and held various senior positions. Since October 2018, he is the Director for “investment and
Company reporting” in the Financial Stability, Financial Services and
Capital Markets Union Directorate General. Prior to that, from 2016 to April
2018, he was Director of the “Financial system surveillance and crisis
management” Directorate and, from 2011 to 2016, Director of the
“Regulation and prudential supervision of financial institutions”.

Previously, he was Head of the “Banking and Financial Conglomerates”
Unit, of the Financial Markets Infrastructure Unit, a member of the Group of
Policy Advisers of the EU Commission President, Prof. Romano Prodi, and
a member of the Cabinet of the Competition Commissioner, Prof. Mario
Monti.

Alongside his current work, he is active in research and teaching. He is
currently Visiting Professor at Bocconi University (Milan) and at Solvay
Business School (Brussels) and has been teaching in several universities
in Europe and Latin America.

From April to September 2018 he also served as Chairman of CONSOB,
Italy’s financial markets supervisor.

 

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Nadine Robinson

Technical Director

Nadine leads and delivers CDSB’s international technical work programme, and manages the Secretariat for its Technical Working Group. She focuses on activities relating to the Financial Stability Board’s Task Force on Climate-related Financial Disclosures, and making corporate reporting fit for purpose.

Previously, she worked as an environmental consultant and lectured on environmental policy at Birkbeck College. As Economic Adviser, Climate Change at the Commonwealth Secretariat, and in her roles in the British Government and UNDP, Nadine has advised on environment, climate change and sustainability. As an asset finance lawyer at a Magic Circle law firm, Nadine engaged with major corporate clients across the transport, energy and financial services industries. She has conceptualised and developed strategic initiatives on climate finance, biodiversity, the green economy, SDGs, and energy-climate-poverty-governance connections. Nadine holds a BA (Geography) from McGill University, and an MA (Geography) from York University (Canada).

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Olivier Rousseau

Executive director

Olivier Rousseau is executive director at Fonds de réserve pour les retraites (FRR), France’s pension reserve fund, where he also chairs the asset manager selection committee. Before joining FRR in 2011, he was attached to the French Embassy in Sweden as an economic advisor, a position he took up after two years on the board of the European Bank for Reconstruction and Development. Rousseau began his career at the French Treasury, eventually joining BNP Paribas where he spent 11 years working in international banking and finance in Paris, Tokyo, London, Singapore, Hong Kong and Sydney offices. He graduated from the French National School of Administration (ENA) in 1986. He also holds a degree in political sciences and master degrees in law and economics from the University of Aix-en-Provence.

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Patrick Uelfeti

Deputy CIO

Patrick Uelfeti is the deputy CIO of PUBLICA, the pension fund of the Swiss Government. His responsibilities include portfolio management, the selection and monitoring of external managers, and the development and implementation of the investment strategy.
Prior to joining PUBLICA Asset Management in 2010, Patrick held various senior positions in research at Clariden Leu, a Swiss private bank. He started his career as an economist for the US Embassy in Bern, Switzerland.
Patrick has completed his undergraduate studies at the University of Geneva and holds a Master of Science in Economics from HEC Lausanne and a Master of Advanced Studies in Environmental Technology and Management from the University of Applied Sciences and Arts Northwestern Switzerland (FHNW). He is a CFA charterholder, a lecturer at FHNW, member of the board of the Swiss Association for Responsible Investments, SVVK-ASIR and on the advisory board of Arkadiko Partners.

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Peter Borgdorff

Managing Director

Peter Borgdorff is a seasoned executive who is widely recognised as an authority on pensions. He has spent most of his career in the world of social partners where he is seen as influential. In his current role Peter is managing director of the second largest pension fund in the Netherlands (2.6 million members and €206,6 billion AUM), whose pension fund administration and asset management are outsourced to PGGM.
Since 2014 Peter Borgdorff is chairman of the supervisory board of KAS BANK. Borgdorff is executive lecturer at Nyenrode Business University and member of the supervisory board of NIBUD (National Institute for Family Finance Information).

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Remco Fischer

Climate Lead

Remco joined the Finance Initiative of UN Environment (UNEP FI) in 2007 and is responsible for the Initiative’s strategy on climate change. He develops and implements projects that support the alignment of the finance sector with climate-compatible economic development. Activities include policy engagement, the development of finance sector platforms, tools and guidelines, as well as research and training. Remco has been a leading or supporting author of more than a dozen UNEP publications on sustainable finance, and co-led the establishment of the Portfolio Decarbonization Coalition (PDC), a group of institutional investors now committed to aligning USD 800 billion in assets with the low-carbon economy.

Prior to joining UNEP FI, Remco worked as an analyst in the infrastructure team at the German Development Finance Institution (DEG; KfW Group of Banks), and helped design structured deals in project finance.  He holds a British BA Honours in Business Administration and Economics from Napier University in Edinburgh and a dual German/Spanish Diplom (MSc) from Aachen University of Applied Sciences and Universidad de Alicante, and is fluent in English, German, Spanish and French.

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Sanjeev Kumar

Founder

A climate, energy and clean technology specialist, Sanjeev founded the Brussels-based NGO Change Partnership, focusing on the politics of climate change.

He was previously a Senior Associate at environment think-tank E3G and also led WWF European Policy Office’s campaigning
on the Emissions Trading System (ETS). Sanjeev started his career as a civil servant before joining the Energy Institute in London. He has dual British and Belgian nationality. Sanjeev studied history at Queen Mary University in London. Sanjeev Kumar is a climate, energy and clean technology specialist.

He is the founder of Change Partnership, a think-tank and NGO focused on solving the politics of climate change. Previously, he worked for Burson-Marsteller (now Burson Cohn & Wolfe); E3G; WWF European Policy Office and the Energy Institute. He studied history at Queen Mary University in London.

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Stanislas Dupré

Founder & CEO

Stanislas Dupré founded the 2° Investing Initiative and now serves as its CEO.

Previously, Stanislas Dupré was executive director of CSR consultancy Utopies consultancy after initially working as a CSR consultant and R&D manager. He has been working on 2° investing topics since 2007 when he developed the first assessment methodology for the financed emissions of banks and diversified portfolios, for example for Caisse d’Epargne/Natixis, ADEME, WWF and Friends of the Earth. In 2010, he wrote a book about the role of financial institutions in financing the energy transition.

Stanislas is also a non-executive director of a green private equity fund, a lecturer at Paris-Dauphine University and a member of the expert committees of the NYSE-Euronext Low-Carbon Index and Novethic.

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Stanislas Pottier

Chief Responsible Investment Officer

Stanislas Pottier graduated from the Ecole Nationale d’Administration (ENA) in 1994 and the Ecole Supérieure de Commerce de Paris (ESCP Europe), in 1989. He started his career at the French Ministry of Finance, in 1994, worked as Economist at the World Bank, in Washington DC, between 1998 and 2000, before coming back to the French Ministry of Finance, Trade and Treasury Department, where Stanislas Pottier held several positions until 2005.

Between 2005 and 2007, Stanislas Pottier was advisor and then deputy Chief of Staff to Thierry Breton, Minister of Economy, Finance and Industry, and deputy Chief of Staff and then Chief of Staff to the Trade Minister Christine Lagarde. He followed Christine Lagarde, French Minister of Economy, Finance, Industry and Employment as Special Advisor from 2007 to 2009. Between 2009 and 2011, Stanislas Pottier was Special advisor to Michel Rocard, former Prime Minister and Ambassador of France to International Negotiations on the Arctic and the Antarctic.

Before joining AMUNDI in June 2018 as Chief Responsible Investment Officer and Member of the Executive Committee, Stanislas Pottier was Global Head for Sustainable Development for Credit Agricole SA Group from 2011 to 2018, and Member of the Group Management Committee since 2017.

Stanislas Pottier is also member of the Vigeo Eiris board, and active in several NGOs and think tanks: BBCA – advocating for low carbon buildings (President), FXB-France (President), Collège des directeurs du développement durable (board member).

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Ulf Erlandsson, Ph.D.

Dr. Erlandsson is a pioneer in developing total return strategies in green fixed income. In 2009-17 he ran the global credit and SSA portfolios at The Fourth Swedish State Pension Fund, AP4, and built the fund’s green bond franchise.  Prior to that, Erlandsson worked as a quantitative strategist at Barclays Capital developing hedge-fund strategies and conducting credit macro research.

His publication record includes books such as Systematic CDS index trading (2008), Empirical Analysis of the Credit Cycle (2009) and articles as Credit alpha and CO2 reduction: A portfolio manager approach (2017), Bond vigilantes and climate change (2018). He sits on the board of CICERO Shades of Green and is an affiliated researcher at the Knut Wicksell Centre for Financial Studies, Lund University, where he also earned his Ph.D. in econometrics.

 

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Vincent Hamelink

CIO

Vincent Hamelink serves as Chief Investment Officer and has ultimate responsibility for Candriam’s Investment Management team and strategies, a position he holds since April 2011. He is also member of Candriam’s Group Strategic Committee.

Vincent joined BNP Paribas (which became Cordius Asset Management in 1996) in 1994 as Financial Analyst and became Fund Manager in 1995. He was appointed Head of Fixed Income of Cordius Asset Management in 1997. After the merger into Dexia AM (which became Candriam in 2014) he held the position of Global Head of Fixed Income before becoming Chief Investment Officer for Traditional Asset Management first, and then on a global basis. It is notably under Vincent’s guidance that Candriam developed and strengthened its expertise in responsible investment. This expertise now represents more than a quarter of the company’s assets under management.

Vincent holds a Master’s degree in Commercial and Financial Sciences and a Master’s degree in Fiscal Sciences. He is a CFA Charter holder since 2001.

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Wilhelm Mohn

Head of Sustainability Initiatives, Ownership Strategies

Wilhelm Mohn is head of the Sustainability team in the Corporate Governance department at Norges Bank Investment Management. Norges Bank Investment Management manages the Norwegian Government Pension Fund Global (GPFG). It is the investment management division of the Norwegian Central Bank. The GPFG is invested globally in listed equities and bonds, as well as listed and unlisted real estate. Mr Mohn has previously worked in the Norwegian Ministry of Finance, amongst others on responsible investment. His experience spans the sustainability topics. He holds a Master of Philosophy in Economics from the University of Oxford.

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Willem Schramade

Fund Manager NN (L) Global Equity Impact Opportunities

Willem Schramade is a fund manager guided by conviction; he has been involved in Sustainable Finance for a long time.
Within NN Investment Partners, he manages the NN (L) Global Equity Impact Opportunities fund. Previously, he was analyst at Robeco, with a specialization on the impact of sustainability criteria on equity valuation. He also worked at PwC as a valuation consultant.
In parallel, he teaches sustainable finance at Rotterdam School of Management, Erasmus University, where he obtained a PhD in corporate finance in 2006.
Willem is also writing and contributing to high level publications, his most recent one was in the Journal of Applied Corporate Finance entitled Bridging Sustainability and Finance: The Value Driver Adjustment Approach.

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Who Attends?

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300

Attendees

Representing investment professionals, policymakers, think-tanks and non-profit organisations
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Influential Speakers

Discussing driving the move to a sustainable and low-carbon economy.
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Countries

Attendees represent nations all across the globe with a big focus on Europe and north America
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