Overview – Tuesday – September 8

12:00pm – 12:05pm

WELCOME

12:05pm – 12:30pm

THE ROLE OF SDGS IN GUIDING INVESTORS

September 2020 marks the fifth anniversary of the Sustainable Development Goals which have become a roadmap for investors to engage in the bold ambition of transforming the world while leaving no one behind. This session looks at the ambition of the SDGs and spurs investors into action.

Gilbert van Hassel

Chief executive, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

12:30pm – 12:50pm

GREEN STIMULUS AND BUILDING BACK BETTER

This session looks at green stimulus measures and the ingredients of success that will generate economic growth, create jobs and bring about environmental benefits. It studies the lessons of the GFC and the opportunity for greening the recovery from the COVID-19 crisis.

Shardul Agrawala

Head of environment and economic integration division, OECD (France)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:50pm – 1:20pm

THE NEED FOR A PRICE ON CARBON

This session looks at the expected sustainability policies in 2021 and the important role of a price on carbon as part of that. The winner of the Nobel Prize for his work on “integrating climate change into long-run macroeconomic analysis” outlines the best approach, as well as the idea of an international climate compact to bring countries and policies together.

William Nordhaus

Sterling Professor of Economics, Yale University; 2018 Nobel Prize winner in Economics (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:20pm – 1:40pm

COP26 – WHAT TO EXPECT

The COP26 is an important meeting – it marks the 5th anniversary of the Paris Agreement – and is said to be a coming together to ratchet up that ambition and sort out the gap between ambition and reality. This session looks at the areas of focus for the meeting and how within the short term focus of this COVID-19 crisis we can mobilise government, business and investors into action around the important issue of climate change.

Nigel Topping

Champion, COP26 (United Kingdom)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:40pm – 2:10pm

INVESTOR ACTION ON CLIMATE CHANGE

This session will look at the the importance of net zero 2050 and the opportunity for a turning point post COVID-19. It will examine net zero investor tools, the role of engagement, and give some examples of how investors are aligning their portfolios with the goal of the Paris Agreement.

Eva Cairns

Senior ESG investment analyst, climate change, Aberdeen Standard Investments (United Kingdom)

Anne Simpson

Managing investment director, board governance and sustainability, CalPERS; co-founder Climate Action 100+ (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:10pm – 2:35pm

RESPONSIBLE INVESTING – THE NEXT GIANT LEAP

Responsible investment is a long-term movement whose time has come. How can its leaders take the movement further? This session will examine the importance of impactful stewardship to deliver sustainable wealth creation and its potential to transform financial, social and environmental outcomes.

Saker Nusseibeh, CBE

Chief executive, international, Federated Hermes (United Kingdom)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:35pm – 3:05pm

INVESTOR CASE STUDIES

This session looks at case studies of investors who have integrated sustainability practices into their investment decision making and portfolio construction, their outlook for the next five to 10 years, and what they think ESG 2.0 will look like in their portfolios.

Dewi Dylander

Deputy executive director, PKA; former head of department, Danish Ministry of Climate (Denmark)

Andrew Siwo

Director of sustainable investments and climate solutions, New York State Common Retirement Fund (United States)

Lucy Thomas

Head of investment stewardship, TCorp (Australia)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:05pm – 4:00pm

THE FUTURE OF CAPITALISM

A fireside chat with the founder of one of the most successful investment management firms in the world on how capitalism is broken, and importantly how it can be fixed.

Ray Dalio

Founder of Bridgewater (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

4:00pm

CLOSE DAY ONE

Day 2 – Wednesday – September 9

12:00pm – 12:05pm

WELCOME

12:05pm – 12:15pm

THE PATH FORWARD – PRI’S 5-YEAR PLAN

The COVID-19 crisis has presented an opportunity to reshape a future which is green, inclusive and sustainable. Through the recovery and the years that follow, PRI will be working with investors to help realise this more prosperous reality. This will include an emphasis on moving beyond risk and return to include real-world impact, a focus on social issues and more ambitious stewardship practices as well as strong action on climate. This session outlines how the PRI is calling on the global investor community to help in building back better.

Fiona Reynolds

Chief executive, Principles for Responsible Investing (United Kingdom)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:15pm – 12:40pm

INTEGRATING ESG IN THE PORTFOLIO CONSTRUCTION PROCESS

Investors are increasingly seeking to design portfolios that achieve financial goals (return & risk) and have environmental and social impact. This session will look at how to assess the effect of ESG issues on macro economies and markets and how to engineer a scalable strategic asset allocation that delivers consistent financial performance and is aligned to the UN Sustainable Development Goals.

Karen Karniol-Tambour

Head of investment research, Bridgewater Associates (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

12:40pm – 1:10pm

IMPACT AND MEASUREMENT

Impact investing is the next iteration of sustainability but it faces some challenges including the basic notion of how to measure impact alongside risk and return. This session will hear from investors on their approaches and the applicability and power of impact investing across both public and private assets.

Laurent Ramsey

Managing partner, Pictet Group; co-chief executive, Pictet Asset Management (Switzerland)

Roy Swan

Director, mission investments, Ford Foundation (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:10pm – 1:35pm

A COMPANY AND INVESTOR ENGAGEMENT STORY

This session takes a deep dive into the sustainability lens from a large corporate view and how investors and corporates are working together to create lasting impact.

Beatriz Perez

Chief sustainability officer, CocaCola (United States)

Peter van der Werf

Team lead engagement, active ownership, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:35pm – 1:50pm

IN CONVERSATION: PAUL POLMAN

In this intimate conversation, Paul Polman, SDG ambassador and chair of IMAGINE, discusses the importance of leaders accelerating corporate responsibility efforts.

Paul Polman

Co-founder and chair, IMAGINE (United Kingdom)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:50pm – 2:20pm

SDGS IN ACTION

The SDGs are a framework for looking at the broader global challenges the world needs to solve. This session looks at case studies of how investors are using SDGs to shape a view of the future and incorporating that into an investment framework.

Andrew Howard

Global head of sustainable investment, Schroders (United Kingdom)

Claudia Kruse

Managing director global responsible investment and governance, APG (The Netherlands)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:20pm – 2:45pm

SYSTEMS THINKING: UNDERSTANDING COMPLEX SYSTEMS

The climate emergency is so large it requires a rewiring of the whole economic and financial system. But to do this new risk models are required and old paradigms must be abandoned to make way for a better way of understanding complex systems.

Cameron Hepburn

Professor of Environmental Economics, University of Oxford (United Kingdom)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:45pm – 3:20pm

HOLISTIC AND LASTING SUSTAINABILITY

What is sustainability if not the ability to exist into the future? In this context how sustainable are institutions, organisations, communities and politics and what will the future actually look like?

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:20pm – 3:45pm

WHAT’S NEXT?

What is required for all investors to use their influence to create a more sustainable economy, and to wake up to the crucial role they play in ensuring a sustainable recovery?

Chris Ailman

Chief investment officer, CalSTRS (United States)

Barbara Zvan

President and chief executive, University Pension Plan (Canada)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:30pm

CONFERENCE CLOSE

Day 1 – Tuesday – September 8

12:00pm – 12:05pm

WELCOME

12:05pm – 12:30pm

THE ROLE OF SDGS IN GUIDING INVESTORS

September 2020 marks the fifth anniversary of the Sustainable Development Goals which have become a roadmap for investors to engage in the bold ambition of transforming the world while leaving no one behind. This session looks at the ambition of the SDGs and spurs investors into action.

Gilbert van Hassel

Chief executive, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

12:30pm – 12:50pm

GREEN STIMULUS AND BUILDING BACK BETTER

This session looks at green stimulus measures and the ingredients of success that will generate economic growth, create jobs and bring about environmental benefits. It studies the lessons of the GFC and the opportunity for greening the recovery from the COVID-19 crisis.

Shardul Agrawala

Head of environment and economic integration division, OECD (France)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:50pm – 1:20pm

THE NEED FOR A PRICE ON CARBON

This session looks at the expected sustainability policies in 2021 and the important role of a price on carbon as part of that. The winner of the Nobel Prize for his work on “integrating climate change into long-run macroeconomic analysis” outlines the best approach, as well as the idea of an international climate compact to bring countries and policies together.

William Nordhaus

Sterling Professor of Economics, Yale University; 2018 Nobel Prize winner in Economics (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:20pm – 1:40pm

COP26 – WHAT TO EXPECT

The COP26 is an important meeting – it marks the 5th anniversary of the Paris Agreement – and is said to be a coming together to ratchet up that ambition and sort out the gap between ambition and reality. This session looks at the areas of focus for the meeting and how within the short term focus of this COVID-19 crisis we can mobilise government, business and investors into action around the important issue of climate change.

Nigel Topping

Champion, COP26 (United Kingdom)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:40pm – 2:10pm

INVESTOR ACTION ON CLIMATE CHANGE

This session will look at the the importance of net zero 2050 and the opportunity for a turning point post COVID-19. It will examine net zero investor tools, the role of engagement, and give some examples of how investors are aligning their portfolios with the goal of the Paris Agreement.

Eva Cairns

Senior ESG investment analyst, climate change, Aberdeen Standard Investments (United Kingdom)

Anne Simpson

Managing investment director, board governance and sustainability, CalPERS; co-founder Climate Action 100+ (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:10pm – 2:35pm

RESPONSIBLE INVESTING – THE NEXT GIANT LEAP

Responsible investment is a long-term movement whose time has come. How can its leaders take the movement further? This session will examine the importance of impactful stewardship to deliver sustainable wealth creation and its potential to transform financial, social and environmental outcomes.

Saker Nusseibeh, CBE

Chief executive, international, Federated Hermes (United Kingdom)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:35pm – 3:05pm

INVESTOR CASE STUDIES

This session looks at case studies of investors who have integrated sustainability practices into their investment decision making and portfolio construction, their outlook for the next five to 10 years, and what they think ESG 2.0 will look like in their portfolios.

Dewi Dylander

Deputy executive director, PKA; former head of department, Danish Ministry of Climate (Denmark)

Andrew Siwo

Director of sustainable investments and climate solutions, New York State Common Retirement Fund (United States)

Lucy Thomas

Head of investment stewardship, TCorp (Australia)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:05pm – 4:00pm

THE FUTURE OF CAPITALISM

A fireside chat with the founder of one of the most successful investment management firms in the world on how capitalism is broken, and importantly how it can be fixed.

Ray Dalio

Founder of Bridgewater (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

4:00pm

CLOSE DAY ONE

Day 2 – Wednesday – September 9

12:00pm – 12:05pm

WELCOME

12:05pm – 12:15pm

THE PATH FORWARD – PRI’S 5-YEAR PLAN

The COVID-19 crisis has presented an opportunity to reshape a future which is green, inclusive and sustainable. Through the recovery and the years that follow, PRI will be working with investors to help realise this more prosperous reality. This will include an emphasis on moving beyond risk and return to include real-world impact, a focus on social issues and more ambitious stewardship practices as well as strong action on climate. This session outlines how the PRI is calling on the global investor community to help in building back better.

Fiona Reynolds

Chief executive, Principles for Responsible Investing (United Kingdom)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

12:15pm – 12:40pm

INTEGRATING ESG IN THE PORTFOLIO CONSTRUCTION PROCESS

Investors are increasingly seeking to design portfolios that achieve financial goals (return & risk) and have environmental and social impact. This session will look at how to assess the effect of ESG issues on macro economies and markets and how to engineer a scalable strategic asset allocation that delivers consistent financial performance and is aligned to the UN Sustainable Development Goals.

Karen Karniol-Tambour

Head of investment research, Bridgewater Associates (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

12:40pm – 1:10pm

IMPACT AND MEASUREMENT

Impact investing is the next iteration of sustainability but it faces some challenges including the basic notion of how to measure impact alongside risk and return. This session will hear from investors on their approaches and the applicability and power of impact investing across both public and private assets.

Laurent Ramsey

Managing partner, Pictet Group; co-chief executive, Pictet Asset Management (Switzerland)

Roy Swan

Director, mission investments, Ford Foundation (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:10pm – 1:35pm

A COMPANY AND INVESTOR ENGAGEMENT STORY

This session takes a deep dive into the sustainability lens from a large corporate view and how investors and corporates are working together to create lasting impact.

Beatriz Perez

Chief sustainability officer, CocaCola (United States)

Peter van der Werf

Team lead engagement, active ownership, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:35pm – 1:50pm

IN CONVERSATION: PAUL POLMAN

In this intimate conversation, Paul Polman, SDG ambassador and chair of IMAGINE, discusses the importance of leaders accelerating corporate responsibility efforts.

Paul Polman

Co-founder and chair, IMAGINE (United Kingdom)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

1:50pm – 2:20pm

SDGS IN ACTION

The SDGs are a framework for looking at the broader global challenges the world needs to solve. This session looks at case studies of how investors are using SDGs to shape a view of the future and incorporating that into an investment framework.

Andrew Howard

Global head of sustainable investment, Schroders (United Kingdom)

Claudia Kruse

Managing director global responsible investment and governance, APG (The Netherlands)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:20pm – 2:45pm

SYSTEMS THINKING: UNDERSTANDING COMPLEX SYSTEMS

The climate emergency is so large it requires a rewiring of the whole economic and financial system. But to do this new risk models are required and old paradigms must be abandoned to make way for a better way of understanding complex systems.

Cameron Hepburn

Professor of Environmental Economics, University of Oxford (United Kingdom)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:45pm – 3:20pm

HOLISTIC AND LASTING SUSTAINABILITY

What is sustainability if not the ability to exist into the future? In this context how sustainable are institutions, organisations, communities and politics and what will the future actually look like?

Stephen Kotkin

Professor of History and International Affairs, Princeton University (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:20pm – 3:45pm

WHAT’S NEXT?

What is required for all investors to use their influence to create a more sustainable economy, and to wake up to the crucial role they play in ensuring a sustainable recovery?

Chris Ailman

Chief investment officer, CalSTRS (United States)

Barbara Zvan

President and chief executive, University Pension Plan (Canada)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:30pm

CONFERENCE CLOSE