Overview – Tuesday – March 9

1:00pm – 1:10pm

Welcome | Day one

1:10pm – 1:35pm

THE SUSTAINABLE YEAR AHEAD

This session outlines the key priorities for investors in 2021 in terms of sustainable investing.

Gilbert van Hassel

Chief executive, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:35pm – 2:15pm

A UNITED FRONT

This session will look at how sustainability policies under President Biden combined with the ongoing EU policies means 2021 marks a new frontier for the progression of sustainability. This discussion will examine what that means for investors in terms of both opportunities and risk.

Sarah Bratton Hughes

Head of sustainability, North America, Schroders (United States)

Matt Patsky

Chief executive, Trillium (United States)

Torben Möger Pedersen

Chief executive, PensionDanmark (Denmark)

Chair

Fiona Reynolds

Chief executive, Principles for Responsible Investing (United Kingdom)

2:15pm – 2:40pm

WHAT’S AT STAKE?

This session examines research from Woodwell Climate Research Centre that assesses near-term physical and socioeconomic risks associated with climate change and demonstrates a model for embedding the insights of climate science into both public- and private-sector decision-making.

Philip Duffy

President and executive director, Woodwell Climate Research Center (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:40pm – 3:05pm

THE SPIRIT OF GREEN

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 approaches from a policy perspective and how the private and public sector need to work together. Importantly he outlines how carbon footprints can actually be reduced at very low or no cost.

William Nordhaus

Sterling Professor of Economics and Professor of Forestry and Environmental Studies, Yale University (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:05pm – 3:35pm

THE PATH TO NET ZERO

This session looks at the actions of both asset owners and asset managers in reaching net-zero 2050 goals including the short-term plans needed to get there.

Victor Verberk

Chief investment officer, fixed income and sustainability, Robeco (The Netherlands)

Faith Ward

Chief responsible investment officer, Brunel Pension Partnership (United Kingdom)

David Zellner

Chief investment officer, Wespath (Unites States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:35pm – 4:05pm

HOW CAN BOND INVESTORS IMPACT EMERGING MARKET DEVELOPMENT?

This session examines the development and evolution of sustainability bonds in emerging market debt, how they can be used for impact in developing and emerging economies and allow investors to be more targeted.

Mary-Therese Barton

Head of emerging market debt, Pictet Asset Management (Switzerland)

Farah Hussain

Senior financial officer, World Bank Treasury (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

4:05pm – 4:30pm

DIVERSITY UNCUT

In a fireside chat, Gloria Steinem - often called the world’s most famous feminist who has been advocating for women’s rights for 55 years - will remind us why diversity is such an important issue for investors to understand, why it impacts society, business and investments so fundamentally, and why there is still so much work to do.

Gloria Steinem

Feminist (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

4:30pm – 5:00pm

INVESTOR-LED CHAT ROOMS

Investors will have the chance to join private chat rooms with speakers and their peers to discuss the themes of the conference. Using special networking technology this dedicated session will allow interactivity among delegates to discuss key themes. The rooms or tables will be hosted by leading investors from around the world.

Kimberly Gladman

Senior associate, climate change, PRI

Deborah Ng

Head of responsible investment, OTPP (Canada)

5:00pm

Conference close

Day 2 – Wednesday – March 10

1:00pm – 1:10pm

WELCOME | Day two

1:10pm – 1:15pm

VIDEO TAKEOUTS FROM GLORIA STEINEM FIRESIDE CHAT

1:15pm – 1:45pm

DIVERSITY AND INCLUSION – GENDER LENS INVESTING

There has been rapid growth in women’s labour force participation over recent decades and the industries projected to experience the greatest employment growth in coming decades are female-dominated. In addition it is well documented that companies with women in senior decision making positions perform better. Despite these gains, the COVID-19 pandemic disproportionately hit women workers, increasing the need to adopt a gender lens in investment. Taking strong action to create and sustain high quality jobs for women will be critical in the recovery and create a more inclusive economic recovery. This session looks at the gender gap and the tools and processes available to improve the gender lens for investors both organisationally and for the companies they invest in.

Jason Lamin

Founder and chief executive, Lenox Park Solutions (United States)

Helena Morrissey

Chair, Diversity Project (United Kingdom)

David Neal

Chief executive, IFM (Australia)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:45pm – 2:15pm

DIVERSITY AND INCLUSION CASE STUDIES

This session will look at various asset owner case studies and how they are tackling diversity and inclusion, through their own organisational processes and practices, through manager due diligence and by aligning their investments with the SDGs.

Ulrika Danielson

Head of corporate governance, AP2 (Sweden)

Adrian Ohmer

Investment director, Kresge Foundation (USA)

Kevin Ubelein

Chief executive, AIMCo (Canada)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:15pm – 2:35pm

IMPACT IN PUBLIC MARKETS

Public markets present many opportunities to pursue environmental and social goals in investor portfolios. Bridgewater’s director of investment research, Karen Karniol-Tambour, discusses frameworks for assessing the sustainability and impact characteristics of public assets including equities, fixed income assets and commodities which investors can apply to their own portfolios.

Karen Karniol-Tambour

Director of investment research, Bridgewater Associates (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:35pm – 2:50pm

THE GLOBAL LABOUR MARKET IS BROKEN: WHY INVESTORS SHOULD CARE

More than half the global labour force is in informal markets and many more are in precarious and short term work. In global supply chains, 94 per cent of the global workforce is a hidden workforce which facilitates exploitation and oppression. The world is three times richer than 20 years ago, yet 70 per cent of people are denied universal social protection. This session examines why there needs to be a new social contract between workers, government and business and what will happen if there isn’t.

Sharan Burrow

General Secretary, ITUC (Australia)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:50pm – 3:15pm

ENGAGEMENT - LABOUR RIGHTS AND COVID

This session looks at how investors can influence investee companies to change their focus and put people before profits to create a more sustainable economy. It will look specifically at the actions of corporations during the COVID health crisis and the rights of workers.

Mike Garland

Assistant comptroller, NYC Comptroller’s office (United States)

Anna Pot

Head of responsible investment, Americas, APG (The Netherlands)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:15pm – 3:40pm

WHAT’S NEXT FOR INVESTOR ACTION?

What are the next generation strategies and tools for investor engagement and what frontier topics should investors be considering? This session looks at two case studies activist stewardship (with Exxon) and whether investors are funding treason (the case of the US congress riots).

Scott Kalb

Director, responsible asset allocator initiative, New America (United States)

Aeisha Mastagni

Portfolio manager, CalSTRS (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:40pm – 4:15pm

INVESTOR-LED CHAT ROOMS

Investors will have the chance to join private chat rooms with speakers and their peers to discuss the themes of the conference. Using special networking technology this dedicated session will allow interactivity among delegates to discuss key themes. The rooms or tables will be hosted by leading investors from around the world.

Dewi Dylander

Deputy executive director, PKA (Denmark)

Chloe Horne

Stewardship analyst, PRI

4:00pm

Conference Close

Day 1 – Tuesday – March 9

1:00pm – 1:10pm

Welcome | Day one

1:10pm – 1:35pm

THE SUSTAINABLE YEAR AHEAD

This session outlines the key priorities for investors in 2021 in terms of sustainable investing.

Gilbert van Hassel

Chief executive, Robeco (The Netherlands)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:35pm – 2:15pm

A UNITED FRONT

This session will look at how sustainability policies under President Biden combined with the ongoing EU policies means 2021 marks a new frontier for the progression of sustainability. This discussion will examine what that means for investors in terms of both opportunities and risk.

Sarah Bratton Hughes

Head of sustainability, North America, Schroders (United States)

Matt Patsky

Chief executive, Trillium (United States)

Torben Möger Pedersen

Chief executive, PensionDanmark (Denmark)

Chair

Fiona Reynolds

Chief executive, Principles for Responsible Investing (United Kingdom)

2:15pm – 2:40pm

WHAT’S AT STAKE?

This session examines research from Woodwell Climate Research Centre that assesses near-term physical and socioeconomic risks associated with climate change and demonstrates a model for embedding the insights of climate science into both public- and private-sector decision-making.

Philip Duffy

President and executive director, Woodwell Climate Research Center (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:40pm – 3:05pm

THE SPIRIT OF GREEN

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 approaches from a policy perspective and how the private and public sector need to work together. Importantly he outlines how carbon footprints can actually be reduced at very low or no cost.

William Nordhaus

Sterling Professor of Economics and Professor of Forestry and Environmental Studies, Yale University (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:05pm – 3:35pm

THE PATH TO NET ZERO

This session looks at the actions of both asset owners and asset managers in reaching net-zero 2050 goals including the short-term plans needed to get there.

Victor Verberk

Chief investment officer, fixed income and sustainability, Robeco (The Netherlands)

Faith Ward

Chief responsible investment officer, Brunel Pension Partnership (United Kingdom)

David Zellner

Chief investment officer, Wespath (Unites States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:35pm – 4:05pm

HOW CAN BOND INVESTORS IMPACT EMERGING MARKET DEVELOPMENT?

This session examines the development and evolution of sustainability bonds in emerging market debt, how they can be used for impact in developing and emerging economies and allow investors to be more targeted.

Mary-Therese Barton

Head of emerging market debt, Pictet Asset Management (Switzerland)

Farah Hussain

Senior financial officer, World Bank Treasury (United States)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

4:05pm – 4:30pm

DIVERSITY UNCUT

In a fireside chat, Gloria Steinem - often called the world’s most famous feminist who has been advocating for women’s rights for 55 years - will remind us why diversity is such an important issue for investors to understand, why it impacts society, business and investments so fundamentally, and why there is still so much work to do.

Gloria Steinem

Feminist (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

4:30pm – 5:00pm

INVESTOR-LED CHAT ROOMS

Investors will have the chance to join private chat rooms with speakers and their peers to discuss the themes of the conference. Using special networking technology this dedicated session will allow interactivity among delegates to discuss key themes. The rooms or tables will be hosted by leading investors from around the world.

Kimberly Gladman

Senior associate, climate change, PRI

Deborah Ng

Head of responsible investment, OTPP (Canada)

5:00pm

Conference close

Day 2 – Wednesday – March 10

1:00pm – 1:10pm

WELCOME | Day two

1:10pm – 1:15pm

VIDEO TAKEOUTS FROM GLORIA STEINEM FIRESIDE CHAT

1:15pm – 1:45pm

DIVERSITY AND INCLUSION – GENDER LENS INVESTING

There has been rapid growth in women’s labour force participation over recent decades and the industries projected to experience the greatest employment growth in coming decades are female-dominated. In addition it is well documented that companies with women in senior decision making positions perform better. Despite these gains, the COVID-19 pandemic disproportionately hit women workers, increasing the need to adopt a gender lens in investment. Taking strong action to create and sustain high quality jobs for women will be critical in the recovery and create a more inclusive economic recovery. This session looks at the gender gap and the tools and processes available to improve the gender lens for investors both organisationally and for the companies they invest in.

Jason Lamin

Founder and chief executive, Lenox Park Solutions (United States)

Helena Morrissey

Chair, Diversity Project (United Kingdom)

David Neal

Chief executive, IFM (Australia)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

1:45pm – 2:15pm

DIVERSITY AND INCLUSION CASE STUDIES

This session will look at various asset owner case studies and how they are tackling diversity and inclusion, through their own organisational processes and practices, through manager due diligence and by aligning their investments with the SDGs.

Ulrika Danielson

Head of corporate governance, AP2 (Sweden)

Adrian Ohmer

Investment director, Kresge Foundation (USA)

Kevin Ubelein

Chief executive, AIMCo (Canada)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:15pm – 2:35pm

IMPACT IN PUBLIC MARKETS

Public markets present many opportunities to pursue environmental and social goals in investor portfolios. Bridgewater’s director of investment research, Karen Karniol-Tambour, discusses frameworks for assessing the sustainability and impact characteristics of public assets including equities, fixed income assets and commodities which investors can apply to their own portfolios.

Karen Karniol-Tambour

Director of investment research, Bridgewater Associates (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

2:35pm – 2:50pm

THE GLOBAL LABOUR MARKET IS BROKEN: WHY INVESTORS SHOULD CARE

More than half the global labour force is in informal markets and many more are in precarious and short term work. In global supply chains, 94 per cent of the global workforce is a hidden workforce which facilitates exploitation and oppression. The world is three times richer than 20 years ago, yet 70 per cent of people are denied universal social protection. This session examines why there needs to be a new social contract between workers, government and business and what will happen if there isn’t.

Sharan Burrow

General Secretary, ITUC (Australia)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

2:50pm – 3:15pm

ENGAGEMENT - LABOUR RIGHTS AND COVID

This session looks at how investors can influence investee companies to change their focus and put people before profits to create a more sustainable economy. It will look specifically at the actions of corporations during the COVID health crisis and the rights of workers.

Mike Garland

Assistant comptroller, NYC Comptroller’s office (United States)

Anna Pot

Head of responsible investment, Americas, APG (The Netherlands)

Chair

Colin Tate

Chief executive, Conexus Financial (Australia)

3:15pm – 3:40pm

WHAT’S NEXT FOR INVESTOR ACTION?

What are the next generation strategies and tools for investor engagement and what frontier topics should investors be considering? This session looks at two case studies activist stewardship (with Exxon) and whether investors are funding treason (the case of the US congress riots).

Scott Kalb

Director, responsible asset allocator initiative, New America (United States)

Aeisha Mastagni

Portfolio manager, CalSTRS (United States)

Chair

Amanda White

Director of institutional content, Conexus Financial (Australia)

3:40pm – 4:15pm

INVESTOR-LED CHAT ROOMS

Investors will have the chance to join private chat rooms with speakers and their peers to discuss the themes of the conference. Using special networking technology this dedicated session will allow interactivity among delegates to discuss key themes. The rooms or tables will be hosted by leading investors from around the world.

Dewi Dylander

Deputy executive director, PKA (Denmark)

Chloe Horne

Stewardship analyst, PRI

4:00pm

Conference Close