Opening and Welcome

Practitioner Innovation Keynote Fireside Chat: Leveraging AI for ESG Insights

Interview with: Nirav Shah, Head of ESG and Quant Technology, J.P. Morgan Asset Management
Interviewed by: Priyank Patwa, Director, Financial Services ESG Data & Analytics Lead, Deloitte LLP

Regulator and User Panel: Navigating the Global ESG regulatory landscape

• Managing the Brexit divide: what are the challenges with data sourcing between the UK and EU regulatory regimes?
• What will be the impact of the UK adopting the ISSB measures?
• Corporate reporting regime: do we expect some convergence and does extraterritoriality play a part?
• How are financial institutions managing  the requirements of SFRD vs. MIFID II?
• Global developments: how can financial institutions meet ESG regulatory requirements across jurisdictions?
• What are the regulatory developments for companies that produce ESG ratings?

Moderator: Dr. Sabine Dittrich, Head of EU Financial Regulation, Slaughter & May
Ali Adeli, ESG Data and Regulation PM, Janus Henderson
Barrie Ingman, Legal Counsel, Head of Regulatory Developments, Mizuho Banks Limited
Mark Manning, Principal Advisor, Regulatory Affairs, IFRS Foundation

Keynote: S&P Global Market Intelligence

Devendra Bhudia, Executive Director, EDM, Enterprise Solutions, S&P Global Market Intelligence

Fireside Chat: Best Practices for transparent ESG reporting

• Starting at the end, what will optimal transparent ESG regulatory reporting look like?
• Back to the start, and what aspects of regulation are driving this?
• What approaches can firms take to ensure they are developing transparent reporting practices?
• More specifically, what progress is being made on high quality ESG data, ratings, scores and methodologies for transparency and reporting?
• What is the state of play on greenwashing and how can firms identify and measure its risks?
• With nature and biodiversity becoming increasingly important, how should firms implement an efficient approach for nature related disclosure to ensure transparency?

Hany Choueiri, Board Member, GLEIF

Panel: Data challenges in the European ESG regulatory landscape

• How is the industry progressing with SFDR, what are the outstanding data issues?
• How are firms evidencing what qualifies as a ‘sustainable investment’ and meeting the variations required between SFDR and the EU Taxonomy?
• How is the EU taxonomy evolving and what implementation challenges does it present?
• Working with vendors: what methods are working to ensure quality management and accurate data collection?
• How can the industry leverage  existing data to meet the FCA product labelling requirements?
• Litigation & liability enforcement: what can financial institutions expect with enforcement priorities?

Moderator: Sarah Underwood, Editor, A-Team Group
Anna-Marie Tomm, ESG Data Scientist, Man Group
Sarah Boden, Programme Manager Sustainability Data & Technology, Deutsche Bank
Pietro Sette, Research Director, MainStreet Partners

Panel: The Holy Grail of data management for ESG – Integrating non-standard and unstructured data

• How much progress have financial institutions made on enterprise data management for ESG?
• What problems does managing unstructured and non-standard data present
• What approaches can firms take to manage data architecture for ESG data integration?
• How do methodologies for ESG scores and ratings fit into data management, and what are the problems and solutions when they are adjusted?
• What are the options for building, buying or using hybrid solutions?

Moderator: Dr Naomi Clarke, Data Innovation & Strategy, CDO Advisory, The Process Transformation Company
Kaushik GD, Head of ESG Cloud Solutions, NatWest
Helen Krause, Head of Data Science Insights, Citi
Niresh Rajah, Group Chief Data Officer
Antonina Skrypnyk, VP FSI EMEA Solutions and Consulting, SoftServe
Devendra Bhudia, Executive Director, EDM, Enterprise Solutions, S&P Global Market Intelligence

Keynote: The future of ESG data and AI 

• How can AI add value to ESG data management and the investment process?
• How should firms balance the risks and limitations with the benefits?
• What impact will regulatory advancements have in this space?
• What is the potential for GenAI and LLMs to add value to ESG?

Antonina Skrypnyk, VP FSI EMEA Solutions and Consulting, SoftServe

Panel: Managing the complexity of Scope 3 emissions and creating consistency in supply chain data

• What progress are firms making in measuring and reporting Greenhouse Gas (GHG) emissions and scope 3 emissions?
• What are the data challenges in measuring Scope 3 emissions and what measures are required to enhance the quality and reliability of this data?
• What tools and metrics are available to address gaps in the data supply chain?
• How are firms accurately calculating and reporting GHG emissions emitted from upstream value chains?
• How can new and emerging technology such as AI be applied to help get on top of Scope 3 emissions?

Moderator: Mark McCord, ESG Insight Editor, A-Team Group
Monica Filkova, Climate and Nature Investment Strategy Lead, Aviva
Jamie Padkin, Senior Research Analyst, Osmosis Investment Management

Fireside Chat: Untapped potential: Leveraging data management for private markets

• What is fuelling increasing adoption and interest in ESG within private markets?
• What are the data challenges for investing in private markets and how can these be addressed?
• What approaches can private markets firms take to consolidating data across a distributed data landscape?
• How should data architecture evolve and what roles do cloud, outsourcing and managed services play in enabling firms to create a flexible and scalable platform to meet future needs?
• Managing unstructured data – how can technologies be applied to automate manual processing and provide efficiencies?

Interview with: Sarah Underwood, Editor, A-Team Group
Interviewed by: Alpesh Doshi, Managing Partner, Redcliffe Capital 

Fireside chat: TBC

Panel: Biodiversity & TNFD: Integrating nature into decision-making

• What are the regulatory expectations for nature-related disclosures?
• How will industry innovation reduce complexity and improve information flow in biodiversity?
• How are firms able to source, acquire, & measure this information?
• What are the benefits of complying with this voluntary framework amongst other mandatory reporting?
• What actions should firms be taking to meet the disclosure requirements for the TNFD framework?
• What are the risks of nature-related reporting, and how can firms mitigate them?

David McNeil, Head of RI Research and Innovation, Insight Investment
Stephanie Maier, Global Chief Sustainability Officer, GAM Investments
Ha-Young Jung, Senior Associate – Climate and Nature-related Liability, Howden Group Holdings