The knowledge platform for the financial technology industry
11 May 2023

Countdown

Location

America Square Conference Centre, London

Agenda

New information for 2023 coming soon

8:15am

Registration and Networking over Coffee

9:00am

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

9:10am

Keynote Fireside Chat: ESG – A strategic imperative – How financial institutions should prepare 

  • Why act now: How financial institutions can help drive the transition to net zero, and to integrate ESG and sustainable investment across their business
  • How to prepare for current and incoming regulatory change and set your organisation on a path to success
  • How innovation and cross sector collaboration will define the organisations that are successful in ESG

Interview with: Jason Channell, Managing Director, Head of Sustainable Finance, Citi Global Insights, Citi
Interviewed by: Andrew Delaney, President & Chief Content Officer, A-Team Group

9:40am

Panel: The ESG regulatory landscape – Understanding regulatory advances and developments in harmonisation and standardisation

  • How to meet EU regulatory requirements: Developments in the SFDR, EU Taxonomy, CSRD, TCFD, Stress testing
  • Reviewing the global landscape: UK, US, Asia and non EU jurisdictions
  • Developments around a harmonised and standardised language for reporting
  • How to apply taxonomy approaches to your portfolio and preparing for the social taxonomy

Moderator: Andrew Delaney, President & Chief Content Officer, A-Team Group
Martina Macpherson, Board Member, Network for Sustainable Financial Markets
Barrie Ingman, Financial Regulatory Lawyer, Citi
Simone Utermarck, Director, Sustainable Finance, International Capital Market Association (ICMA)
Ravi Abeywardana, Technical Director, IFRS Foundation 

10:20am

Keynote: Approaches to meeting regulatory compliance challenges

Janine Hofer-Witwer, CFA, Senior Product Manager, Financial Information, SIX

10:40am

Networking and Refreshment Break

11:10am

The Asset Manager’s perspective: What is ESG and why is it important?

  • Understanding and defining what ESG and Sustainability means to your business and why its important
  • Education and engagement: How to embed strong principles and culture across the organisation to manage risks and concerns around greenwashing
  • The vital role of data and data management in helping to ensure transparency across the investment process

Sean Taylor, Executive Director, Canaccord Genuity Wealth Management

11:20am

Panel: How to develop a reporting framework for ESG disclosure regulation

  • What are the regulatory compliance requirements for ESG disclosure data
  • Managing the challenges around ESG data sourcing and data quality: consistency, accuracy, timeliness of data
  • Evaluating data providers: ratings, scores, methodologies
  • Developments in industry reporting frameworks

Moderator: Sarah Underwood, Editor, A-Team Group
Hany Choueiri, Board Member, Sustainability and Vice Chair, Global Legal Entity Identifier Foundation (GLEIF)
Chris Johnson, Senior Product Manager, Market Data, HSBC
Vishal Shah, Solutions Specialist, Alveo
Tim Fox, Product & Regulatory Lead, ESGi

12:00pm

Keynote: 7 things you need to know about ESG

  • With growing complexities around ESG and a lack of standardization, there’s a lot open to interpretation when it comes to environmental, social and corporate governance obligations and objectives.
  • Businesses need the power to build and implement successful, future-proof ESG strategies that not only help them manage and visualize data to achieve regulatory compliance, but leave a positive and lasting change on the planet.
  • In this session, we discuss the key areas businesses need to look at to build a successful ESG strategy from internal standards, to the dangers of ‘greenwashing’ and the importance of innovation.

Philip Miller, Co-CEO & Co-Founder, Solidatus  

12:20pm

Panel: Establishing a strong foundation for your ESG data strategy – ensuring quality, governance and lineage

  • How to embed ESG into your data culture
  • Data sourcing and governance: Making sure the appropriate governance, controls (privacy, security, ethics) are in place
  • Being able to prove data lineage for regulatory compliance and business insight
  • How to integrate emerging ESG data standards
  • How data management principles can build trust in ESG products and services and prevent greenwashing

Moderator: Niresh Rajah, Managing Director, Head of Data, RegTech & Digital Assurance Practice, Grant Thornton
Rathi Ravi, ESG Data Specialist, Vanguard
Lorraine Waters, Chief Data Officer, Solidatus
Julia van Huizen, Sustainability Practice Lead, Amsterdam Data Collective
John Carroll, Head of Customer Success, Datactics
Volker Lainer, Head of Data Connections, ESG & Regulatory Affairs, GoldenSource

1:00pm

Lunch and Networking

2:00pm

Panel: Best practice approaches to sourcing and managing diverse ESG data sets 

  • How is data being leveraged to provide insight and inform decision making for ESG themed investing?
  • What data sources are of most interest?
  • How are techniques like NLP and ML being leveraged to fill data gaps and provide insight? How do you manage AI risks such as bias, ethics and privacy concerns?
  • Talent and technology for the data science team

Moderator: Mark Davies, Partner, Element 22
Ido Eisenberg
, Experienced Senior Buy Side Portfolio Manager
Tanya Seajay
, CEO and Founder, Orenda, a SIX Company
Elisabeth Seep
, Head of ESG Product Management, RIMES Technologies
Murugesh Mayandi
, Chief Data Solutions Officer, Straive

2:40pm

Keynote: The landscape of climate risk tools

  • Latest trends in climate tool development
  • Case studies demonstrating implementation of climate risk tools 

David Carlin, Climate Risk and TCFD Lead, UNEP-FI; Principal, Oliver Wyman

3:00pm

Panel: Architecting your data platform for ESG – Moving from legacy to a cloud based environment 

  • Considerations for your data platform: In-house, outsourced, managed services, mixed solutions
  • Ensuring flexibility to handle increasing data sources: How to move from a legacy to cloud based environment cost efficiently and effectively
  • How to integrate new data sources and systems with existing architectures
  • Interoperability and infrastructure: Adopting APIs, open source, open architectures, microservices architecture

Moderator: Naomi Clarke, Chief Data Officer, HUB
Adam Preston, Chief Data Officer, Close Brothers
Naja Nalapurakkal, Business Area Technology Leader-ESG, Nordea
Andy Ruocco, Head of Climate Data & Technology, NatWest
Rinesh Patel, Global Head of Financial Services, Snowflake 

3:40pm

Networking and Refreshment Break

4:10pm

Keynote: How to approach data management for climate risk management and analysis

  • The data challenges for measuring climate risk: types of data required
  • How to embed this data into your modelling and systems
  • Techniques and modelling for climate risk; the role of AI and new technologies
  • Skill sets and resourcing required for climate risk modelling

Andy Ruocco, Head of Climate Data & Technology, NatWest

4:30pm

Panel: Managing biodiversity and supply chain risks

  • How to define and measure biodiversity and supply chain risk
  • Regulatory developments and reporting expectations
  • Understanding investee companies and what risks they are exposed to
  • How to integrate biodiversity and supply chain risks frameworks
  • Data challenges, techniques and data modelling; the role of AI and new technologies

Moderator: Romie Goedicke, Project & Technical Manager Nature, UNEP FI
Morgan Williams, SI Data Strategist, Robeco
Adityadeb Mukherjee, Head of ESG, Lloyds Banking Group
Niki Mardas, Executive Director, Global Canopy

5:10pm

Networking and Drinks Reception

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