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

Regulator Keynote:

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
Barrie Ingman, Financial Regulatory Lawyer, Citi

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, Executive Director, Canaccord Genuity Wealth Management
Alexandra Pavlovskis, ESG Data Consultant, SIX

Keynote: 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 

Keynote: TBD

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?

Sam Livingstone, Head of Data Science, Jupiter Asset Management
Elisabeth Seep, Head of ESG Product Management, Rimes 

Panel: Achieving Sustainable Alpha 

• How can we use data and advanced analytics models to create approaches that integrate ESG factors into ETFs and fund building?
• How can we harness data and advanced analytics models to drive investment decision making?
• Getting the most from value from your ESG analytics through harnessing unstructured data 
• How can sustainable alpha can ensure that investment returns are also green and beneficial to ESG goals? 

Nirav Shah, Executive Director, Sustainable Investing Technology, JP Morgan

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

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?

Ends