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

Keynote Fireside Chat: A glimpse into ESG for capital markets in 2023

• How should capital markets firms prepare for current and incoming regulatory requirements?
• What is the impact of new anti-greenwashing rules and Sustainability Disclosure Requirements (SDRs) which have rules on labeling green products and language used to describe financial instruments?
• How will new UK/EU corporate reporting standards impact ESG data providers and financial institutions?

Interview with: Dr. Sabine Dittrich, Head, EU Financial Regulation, Slaughter and May
Interview by: Sarah Underwood, Editor,  A-Team Group

Regulator and User Panel: Navigating the ESG regulatory landscape  – advances in harmonisation and standardisation

• The changing climate for ESG investing – how can we avoid ESG fatigue?
• Reviewing the ESG regulatory landscape: What has been achieved so far and what can we expect to achieve in 2023?
• Taxonomies and frameworks: what are the latest developments and are these improving standardisation in reporting?
• How has Brexit affected the ESG agenda and what can we expect to see in 2023?
• Global developments – how can financial institutions meet ESG regulatory requirements across jurisdictions?
• What are the regulatory developments and codes for companies that produce ESG ratings?
• How can we refocus on the ‘S’ and ‘G’ of ESG?

Moderator: Andrew Delaney, President & Chief Content Officer, A-Team Group
Mardi McBrien, Director of Strategic Affairs, IFRS Foundation
Jason Mitchell, Head of Responsible Investment Research, Man Group PLC
Rupert Davies, Independent Sustainability Advisor
Navin Rauniar, Co-Chair ESG Working Group & UK SteerCo Member, PRMIA

Keynote: Hidden risks and ongoing complexity in the ESG data space

• Explaining the challenges with transparency and disclosure, IOSCO’s guidance as well as the regulatory developments – in the UK, and in the EU
• Developing ways for a “multi-vendor, single access point” to normalise and standardise ESG data and formats – the role of SIX
• Identifying ways to collectively address ESG Data challenges, complexity and conundrums – our roadmap with and for FoSDA

Martina Macpherson, Head of ESG Product Management, SIX

Panel: Deep dive into the data challenges of SFDR 

• What are the outstanding data challenges of SFDR?
• How should financial institutions interpret what qualifies as a sustainable investment under level 2 requirements?
• How should financial institutions determine whether funds should be classified under Article 8 or 9?
• What is the role and uptake of reporting templates?
• How can new and emerging technologies support SFDR compliance?

Moderator: Sarah Underwood, Editor, A-Team Group
Sean Taylor, Intermediaries Director, Canaccord Genuity Wealth Management
Alexandra Pavlovskis, ESG Data Consultant, SIX
Kristina Church, Head of Responsible Strategy, BNY Mellon Investment Management
Rupert Davies, Independent Sustainability Advisor

Keynote: Powering Financial Services ESG workflows
Antonio Martinez, Field CTO Financial Services, Snowflake

Panel: How to build a strong ESG data foundation with complete, accurate and high quality data

• Processes for data sourcing and collection: what are the trends?
• Evaluating data providers: What progress is being made on ratings, scores and methodologies?
• Metrics: How are metrics that are useful to ESG data quality developing?
• How should data controls and governance be applied to ESG data?
• What are the best approaches to improving transparency of ESG data?
• Talent and skills for ESG data management

Moderator: Hany Choueiri, Interim Head of Data, Sainsbury’s
Panagiota Balfousia, Head of Sustainable Business Strategy, Kieger AG
Dr Jan-Carl Plagge, Head of ESG Research, Vanguard Asset Management
Maryse Gordon, Partnerships and Business Development Manager, RepRisk
Priyank Patwa, Director, ESG Data and Analytics, Risk Advisory, Deloitte

Panel: Modernising data infrastructure to enable accessible ESG data and analytics insight

• What are the key change requirements and data architecture considerations for building out data platforms for ESG?
• ESG data management and integration: what are the trends around working with 3rd parties, buy vs. build?
• What are the common success factors and mistakes to avoid when moving ESG data into the cloud?
• How can financial institutions achieve real time access to data and analytics across multiple cloud and hybrid environments?
• What are the benefits of moving to cloud-based solutions for ESG data?
• What is green data storage and how important is it?

Moderator: Sarah Underwood, Editor, A-Team Group
Sam Livingstone, CFA, Head of Data Science & Data Engineering, Jupiter Asset Management
Elisabeth Seep, Head of Sustainable Investing Products, Rimes
Antonio Martinez, Field CTO Financial Services, Snowflake
Ankit Jain, Managing Director- Head of Corporate & Investment Banking Domain Solutions,  SoftServe

Fireside Chat: Achieving Sustainable Alpha 

• How can firms harness data and advanced analytics models to drive investment decision-making and financial performance?
• What are the best methods for managing and utilising unstructured and alternative data sources?
• How can firms leverage NLP and ML techniques to derive insight?
• Exploring the challenges and limitations of model management: data quality, model interpretability, and potential biases
• As ESG integration matures across the industry, what is the next frontier for sustainable investing?

Interview with: Nirav Shah, Executive Director, Sustainable Investing Technology, JP Morgan
Interview by: James Hall, Regional Vice President, Snowflake 

Panel: Data management for climate risk management analysis 

• What are the data challenges for measuring climate risk and how they can be addressed?
• What approaches can be taken to integrate climate data into current models and systems?
• How to integrate climate risk into wider risk frameworks
• What are the skill sets and resources needed for climate risk modelling?
• What opportunities and developments can the industry expect to see in the climate data space over the next year?

Moderator: David Carlin, Climate Risk and TCFD Lead, UNEP-FI
Gianluca Cantalupi, Global Head of Sustainability and Climate Risk, Credit Suisse
Monica Filkova, Head of Climate and Nature Investment Risk, Chief Investment Office, Aviva
Andy Ruocco, Head of Data and Analytics – Climate, NatWest
Milo Sjardin, Group Head of Climate Analytics, HSBC

Panel: The next frontier: Managing biodiversity and supply chain risk

• How can financial institutions define and measure biodiversity and supply chain risk?
• What data sources are useful here and what are the challenges of acquiring the data?
• What are the regulatory expectations for biodiversity disclosures?
• How will industry innovation reduce complexity and improve information flow in biodiversity?
• What lessons can be applied from climate risk management to help manage biodiversity risk?
• How can firms integrate biodiversity and supply chain risk into wider risk frameworks?

Moderator: Tim Fox, Senior Associate, Element22
Robert Cumberbatch, Index Data Manager, Legal & General IM
Romie Goedicke, Associate Lead- Partnerships and Development, UNEP-FI
Alpesh Doshi, Managing Partner, Redcliffe Capital
Aria Goudarzi, Global Head of ESG Data & Reporting Lead, Nikko Asset Management 

Fireside Chat: Transforming ESG practices in the trading industry

• Why is the trading industry working together on ESG and who’s involved?
• What approach will help trading transition to a more sustainable future?
• How does this conflict or complement other ESG activities in an organization?

Interview with: Duncan Higgins, Founder and CEO, Sustainable Trading
Interview by: Gabriela Wilkinson, Execution Sales, RedBurn

Ends