| Op donderdag 31 oktober: |
| 7:45 - 8:15 |
Registration & Coffee
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| 8:15 - 8:45 |
Breakfast Session: Energy transition, an opportunity as well as a necessity
Door Matthew Michael, Product Director Emerging Market Debt and Commodities, Schroders
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| 9:00 - 9:15 |
Welcome & Introduction
Door Martin Mlynár, CEO, Corestone Investment Managers
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| 9:15 - 9:45 |
Inflection Point: The Global Economic Slowdown, Rising Inequality and Climate Change
Door Erik Norland, Executive Director and Senior Economist, CME Group
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| 9:45 - 10:15 |
Economic Outlook: Rising Recession Risks
Door Peter Westaway, Chief Economist, Vanguard Asset Management
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| 10:15 - 10:45 |
The Inevitable Policy Response - Preparing Asset Owners, Financial Markets Participants for Climate-related Policy/Regulatory Risks
Door Sagarika Chatterjee, Director of Climate, UN PRI
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| 10:45 - 11:15 |
Panel Discussion on 'How to develop Measurable Standards for Climate Change & Energy Transition?'
Door Karin Bouwmeester, ESG Specialist Private Equity & Francis Condon, Sustainable and Impact Investing Research Analyst, UBS & Rishma Moennasing, Lead Funds & Sustainability, Rabobank
|
| 11:15 - 11:45 |
Coffee break
|
| 11:45 - 12:45 |
Breakout Session 1 (1st round at 11.45am - 2nd round at 12.15pm)
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A. How to turn Climate Risk into Climate Opportunity?
Door Matthew Smith, Head of Sustainable Investments, Storebrand Asset Management
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B. Energy: the Future is now - (when) can Transition turn into Disruption?
Door Sebastiaan Masselink, Senior Investment Manager Impact Investing, Cardano Asset Management
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C. Investing in the Energy Transition
Door Stephen Freedman, Senior Product Specialist Thematic Equities Team, Pictet Asset Management
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D. Renewables are not enough: more Investment in Decarbonizing across Infrastructure Sectors is required to meet Paris Targets
Door Heiko Schupp, Global Head of Infrastructure Investments, Columbia Threadneedle Investments
|
| 12:45 - 13:30 |
Lunch
|
| 13:30 - 14:30 |
Breakout session 2 (1st round at 1.30pm - 2nd round at 2pm)
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E. Active is: Impact Investing
Door Martin Ewald, Managing Director, Allianz Global Investors
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F. Climate Change – How can Investors make a Difference?
Door Harald Walkate, Founder
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G. Integrating Climate Transition Risk into Investment Portfolios
Door Michael Lewis, Head of ESG Thematic Research, DWS
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H. Are oil and gas companies grossly overvalued in the face of the energy transition?
Door Emma Mogford, Fund Manager
|
| 14:30 - 14:45 |
Coffee break
|
| 14:45 - 15:45 |
Breakout session 3 (1st round at 2.45pm - 2nd round at 3.15pm)
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I. Wells, Wires, and Wheels – EROCI and the Tough Road Ahead for Oil
Door Mark Lewis, Chief Sustainability Strategist, BNP Paribas Asset Management
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J. Meaningful Investing in Sustainable Real Estate
Door Onno Hoff, Director Fundmanagement, Syntrus Achmea Real Estate & Finance
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K. Avoiding the Tragedy of the Horizon: Portfolio Design for Climate-Related Risk Management and the Low-Carbon Energy Transition
Door Todd Bridges, ESG Research and Strategy Development, Vice President on the Global Equity Beta Solutions Team, State Street Global Advisors
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L. Case Studies on Energy Transition Winners
Door Oskar Tijs, Senior Investment Analyst Sustainable & Impact Equities, NN Investment Partners
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| 15:45 - 16:00 |
Coffee break
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| 16:00 - 16:30 |
Financial Impact of Climate Risks
Door Gerard Moerman, Head of Fixed Income, LDI and Investment Solutions, Aegon Asset Management
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| 16:30 - 17:00 |
Case Study Univest Company: How to manage the regulatory, technological and physical aspects of climate change in the investment portfolio?
Door Gerald Cartigny, Managing Director, Hoofd Benelux & Thomas Heidstra, Director Investments, Univest Company
|
| 17:00 - 17:30 |
Panel discussion with CIO’s and CEO’s on 'Climate Change & Energy Transition: Opportunity or Threat?'
Door Olaf van den Heuvel, CIO NL & Global Head Multi Asset and Solutions, Aegon Asset Management & Manfred Schepers, CEO, ILX Fund & Linda Broekhuizen, CIO, FMO & Kees Verbaas, Global Head of Fundamental Equity, Robeco
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| 17:30 - 18:30 |
Conclusion & Networking Reception
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