Opening and Welcome
Andrew Delaney, President & Chief Content Officer, A-Team Group

Keynote Fireside Chat: Navigating the ESG and sustainability regulatory and litigation landscape: where are we now?

• How will the regulatory landscape evolve in light of geopolitical developments: Impact of Trump, the AI race, Chinese greentech dominance, EU financial fragility?
• With the EU and UK regulatory regimes in flux, what impact will this have on: CSDDD, CS3D, SFDR, ISSB adoption; Impact of Omnibus proposal and more
• Transition finance: Will there be a shift from reporting rules to measures that encourage transition finance? UK vs EU position; convergence around the Japanese model?
• Developments in transition planning: EU Stock Take – ECB, EBA, CSDDD, CSRD and PSF rules/ proposals; Will the UK renege on their last COP commitments?
• Greenwashing: Will there be any enforcement or litigation in the EU/ UK? Is it confined to the buy side? And to the U.S. (and Australia)? Will the FCA seek to aggressively enforce its new rules?
  

Interview with: Barrie Ingman, Legal Counsel – Head of Regulatory Developments, Mizuho
Interviewed by: Priyanka Harkness, Group Head of Regulation, Chief Sustainability Office, Deutsche Bank

Panel: Best practice ESG data management for compliance and investment insight

• What are the best approaches for ESG data sourcing and collection in a fragmented market with varying levels of quality?
• What metrics should you prioritise? How much focus should be given to the ‘S’ and ‘G’ and what data sources should you use?
• How can robust data governance and data quality standards be ensured for data accuracy and completeness?
• How can cloud-based infrastructure and solutions help enable greater scalability and flexibility in data processing, storage and engineering?
• What is the role of automation and data management platforms in helping make the best allocation of limited resources, track changes, maintain data integrity and quality over time?
• How can AI, NLP and ML technologies help standardise unstructured data for informed investment decision making and reporting?
• What are the benefits of taking a strategic approach ESG data management particularly with focus on new areas such as private markets?

Moderator: Mark Davies, Partner, Element 22
Sarah Boden, Programme Manager, Sustainability Data & Technology, Chief Sustainability Office, Deutsche Bank
Maria Christodoulou, Assistant Vice President, SMBC
Marion Aubert, Co-Founder & Chief International Officer, WeeFin

Introducing A-Team Research
A subscription-based research and analysis service powered by Element22 and designed specifically for the financial data management community.
Andrew Delaney, President and Chief Content Officer, A-Team Group
Mark Davies, Partner, Element22

Panel: Practicalities of harnessing ESG data with AI

• How can AI add value to ESG data management, regulatory reporting and the investment process?
• How should firms manage challenges around data integrity, transparency, interpretability, and accountability?
• How should firms deploy and integrate AI systems and models that drive impactful outcomes without compromising ethics or governance?
• What are the investments needed to upskill and educate the workforce to ensure AI practices are aligned with ethical standards?
• How will AI continue to shape AI driven ESG practices?

Moderator: Navin Rauniar, Non Exec Director, PRIMIA UK
Nirav Shah, Senior Executive Director, Quant & ESG Technology, J.P Morgan Asset Management
Anna-Marie Tomm, Senior Data Scientist (ESG), Man Group
David McNeil, Vice President, Climate Research and Strategy, PGIM
Sam Barber, Head of EDM Product, Rimes

Presentation: At the frontier of emerging tech in ESG and sustainability – Innovations and future directions

Join us for an insightful session with Nirav Shah, an award winning leader in ESG Data and Technology, as he delves into the cutting-edge innovations in artificial intelligence, data, and technology.

• Learn how technology advancements are being leveraged to enhance value creation in critical areas such as proxy voting, stewardship, and climate transition
• Discover how large language model-based thematic analysis and advanced deep-research agents are poised to transform the landscape of investment research and analysis

Nirav Shah, Senior Executive Director, Quant & ESG Technology, J.P Morgan Asset Management

Coffee and Networking