Agenda
Registration Opens
Asset Owners Executive Networking Breakfast
An Invitation-Only Gathering
Chair Welcome
Speakers
Welcome Address
Speakers
Opening Panel Discussion: Climate Resilience and Adaptation: How Are Investors Pricing Physical Climate Risk and Identifying Opportunities
Climate adaptation and resilience have quickly shot up to become the most crucial topics to address for investors and financial institutions alongside their mitigation efforts. From physical risk assessments – and the data required to undertake them – to engaging on resilience issues and investing in adaptation, this session will explore how investors are working to progress their thinking and actions on the topic.
- Evolving approaches to physical risk assessment across asset classes
- Data availability and options
- Adaptation investments: opportunities beyond early-stage
Speakers
Moderator
Responsible Investor Dialogue: Emerging markets at the centre of sustainable investing
Emerging markets sit at the centre of both the energy transition and the real economy shift. This session looks at what that means in practice for investors: where blended finance, DFI partnerships, and green bond issuance accelerate investment, and to what extent EM exposure is becoming a core part of transition-aligned investing.
Speakers
Dr. Mischa Lentz
Moderator
Morning Break
Panel Discussion: The Next Era of Manager Selection: How Sustainability Is Reshaping Asset Owner–Manager Relationships
After some tumultuous years for sustainable investing, asset owners are making their sustainability demands clearer in their investment mandates. In this panel, investors will come together to discuss how this is reshaping the industry and driving sustainable investment.
- Diverging European and US sustainability expectations: how is it working in practice?
- Insights into asset-owner manager dialogues
- Opportunities and stewardship progress
- Reflections on the reset
Speakers
Moderator
Keynote: Accountability for a Sustainable World
Speakers
Spotlight Interview:
Speakers
Responsible Investor Dialogue: From Disclosures to Opportunities on Nature
With hundreds of financial institutions and corporates globally now disclosing their nature risk and opportunities, and the first global stocktake under the Kunming-Montreal Framework approaching quickly, this session will explore nature’s place on the agenda of investors and where opportunities are emerging.
Speakers
Mr David Craig
Moderator
Lunch
Keynote
Speakers
Panel Discussion: Transitioning the Real Economy: Balancing Priorities and Setting Post-2030 Climate Strategies
Portfolio decarbonisation approaches by institutional investors are increasingly being tweaked or reassessed as emissions in the wider economy are not falling at the pace anticipated when most net-zero goals were set. As a result, investors are increasingly looking to ensure their climate strategies reflect this, remain ambitious and help drive real-world decarbonisation.
At the same time, corporates themselves are recalibrating, moving from headline net-zero pledges toward more granular, sector-specific transition plans, and facing growing pressure to show credible capital expenditure alongside their targets. This panel explores how investors and companies are adjusting in tandem: what real-economy decarbonisation requires in practice and how post-2030 strategies are being reshaped by this.
- Beyond decarbonised portfolios to real-world capital
- Net-zero strategies post 2030
- Corporates in transition: moving from pledges to credible capex and sector-specific plans
- Engagement as a lever
Speakers
Moderator
Panel Discussion: The next energy investments: generation, grids and the infrastructure build-out
New generation, storage, and grid capacity all need to be built, financed and brought to bankability. This panel brings together investors, IPPs and project developers to discuss what’s in the private markets pipeline today, the most attractive opportunities, and what it takes to get projects financed and built at the pace demand requires.
- What’s in the pipeline: generation, storage, and grid infrastructure projects
- Perspectives from the ground on making projects bankable
- Meeting new demand: AI, electrification, and pressure on power systems
- Private markets approach to scaling infrastructure capital
Speakers
Moderator
Afternoon Networking Break
Keynote: The Next Chapter of Transition Finance
Speakers
Closing Panel: The Next Frontier for Climate and Sustainability Data and Disclosures
- After years of promises of standardisation, is that still a reality?
- AI opportunities for investor data needs
- Geospatial data, what’s next?
- What do investors want from regulators and standard setters?
- Stewardship for disclosures

