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Stewardship Summit 2024

Stewardship in the future of sustainable investment

10 April, etc.venues Fenchurch Street, London

Welcome...

Held at the height of the 2023 AGM season, asset owners at the inaugural ESG Investor Stewardship Summit debated whether a gap had opened up with their asset managers on issues critical to the future of engagement and stewardship.

By the end of the voting season that gap looked more like a chasm, as asset owners investigated the reasons why such disparities had developed, centring on engagement with oil and gas giants, but with much wider implications across portfolios.

With regulators conducting on a wholesale review of the framework for stewardship in the UK, the Stewardship Summit 2024 will bring together leading practitioners and stakeholders, with the aim of establishing common ground through a series of informed panels and inspiring keynotes.

As COP28 accelerates the transition to a climate- and nature-positive economy, and UK institutional investors are increasingly expected to consider social factors, it’s more important than ever that asset owners and managers work together. To have your say on the role of stewardship in the future of sustainable investment, save the date today.

Associate Partners

Exhibitors

Supporting Organisations

Keynote Speaker

Andrea Tweedie
Catherine Howarth
Steve Keen

Speakers

Atle Christiansen
Caroline Escott
Darshita Gillies
David Carlin
David Russell
Eleanor Willi
Emma Douglas
James Moore
Jeffrey Marsh
Joanna Wright
Joseph Ben Salem
Justine Leigh-Bell
Laith Cahill
Leon Kamhi
Lindsey Stewart
Maria Nazarova-Doyle
Mark Manning
Mike Coffin
Nabylah Abo Dehman
Nikki Gwilliam-Beeharee
Paul Chandler
Paul Lee
Per-Otto Wold
Ravi Java
Roger Urwin
Rory Sullivan
Samantha Chew
Sean Kidney
Shipra Gupta
Sofia Condes
Stephen Barrie
Valeria Piani
Will Martindale
Zeeshan Ghaffar

What to Expect

ESG Investor’s Stewardship summit event brings together asset owners and managers to work together. Join this event to have your say on the role of stewardship in the future of sustainable investment.

Keynotes & Case Studies

Panels & Presentations

Exhibition Hall

Keynotes and case studies from regulators and leading practitioners

Panel sessions & presentations on how investors should assess and measure stewardship

Leading solution providers showcasing their stewardship technology and data

Networking & Cocktails

Pitch Sessions

Networking throughout the day including pre-event, lunch, and morning/afternoon sessions. A cocktail reception will finish the event in style.

Invitation for startups/fintech to two exclusive pitch sessions. See the latest technology demos for stewardship

Event Agenda - 10 April 2024 - In-person, London

08:30 – 09:00

Event Open

Networking and Refreshments

09:00 – 09:10

Opening Remarks

09:10 – 09:30

Regulatory Keynote

Leading regulator on the past, present and future of the UK Stewardship Code.

Andrea Tweedie
Head of Stewardship
Financial Reporting Council

09:30 – 09:50

Industry Keynote

Practitioner perspective on the evolution of the practice of stewardship to address systemic risks

Catherine Howarth
Chief Executive
ShareAction

09:50 – 10:40

Panel: Stewardship in a UK Context

This panel will consider whether the UK regulatory framework for stewardship is keeping pace with the sustainable investment challenges facing asset owners across diverse portfolios. As universal owners in particular explore new and broader approaches, such as systemic stewardship, how should regulators respond? 

Caroline Escott
Senior Investment Manager, Sustainable Ownership
Railpen

Mark Manning
Founder
New Paradigm Advisory

Zeeshan Ghaffar
Technical Specialist / ESG Intelligence, ESG Division
FCA

Roger Urwin
Co-founder
Thinking Ahead Institute

 

 

Will Martindale
Co-founder
Canbury Insights

10:40 – 11:00

Networking Break

11:00 – 11:50

Panel: The Big Ask: Engagement with the Oil and Gas Sector

Engagement with the fossil fuel sector has proved the most difficult and divisive stewardship challenge facing institutional investments. While some have walked away, others – including the members of Climate Action 100+ – are sticking to the task, asking oil and gas majors to explain how they are keeping supply within the remaining carbon budget at a time of planned massive oversupply. This session looks at the data and methodologies underlying Climate Action 100+’s approach and considers the priorities and progress for its critical second phase.

Per-Otto Wold
Co-founder & CEO
Zerolytics

Mike Coffin
Head of Oil, Gas & Mining
Carbon Tracker

 

Valeria Piani
Head of Stewardship
Phoenix Group

David Carlin
Head of Climate Risk
UNEP-FI

Chris Hall
Editorial Director & Co-founder
ESG Investor

11:50 – 12:40

Panel: How to Maximise Bondholder Influence

Stewardship continues to be viewed as an equity-led activity, but the potential for bondholder influence is substantial, across the full range of issuer and instrument types. In this panel discussion, leading practitioners will outline key ways in which bondholders can best use their influence to drive sustainable change among corporate and sovereign issuers. The session will cover capital allocation (both labelled and conventional), issuer engagement, policy engagement and counterparty engagement. 

Justine Leigh-Bell
Executive Director
Anthropocene Fixed Income Institute

Sean Kidney
CEO
Climate Bonds Initiative

Emma Douglas
Senior Stewardship Analyst
Brightwell

Laith Cahill
Senior Specialist on Net Zero Stewardship
IIGCC

Rory Sullivan
CEO
Chronos Sustainability

12:40 – 13:05

Pitch Session #1

Three tech firms pitch the effectiveness of their solutions to stewardship professionals.

Ravi Java
Product Manager
Maanch

Joseph Ben Salem
Managing Director
OWL ESG

Eleanor Willi
CEO & Co-Founder
Rezonanz

13:05 – 13:55

Lunch & Networking

13:55 – 14:20

Keynote: Academic / Research Perspective

Professor Steve Keen, author of the recent Carbon Tracker report ‘Loading the DICE against pension funds’, will explain how many asset owners have come to rely on models that vastly underplay the financial impacts of climate change, and calls for an approach that puts climate science at its centre.

Steve Keen
Honorary Professor
University College London

14:20 – 15:10

Panel: Resourcing and Measuring Effective Engagement

Skills and resource gaps are hampering the efforts of asset owners to exercise broadening stewardship responsibilities and of asset managers to support clients’ sustainability priorities. What structural changes need to take place to enable active ownership and what innovations are emerging to measure and improve its contribution to positive outcomes?

Darshita Gillies
Founder & CEO
Maanch

Leon Kamhi
Head of Responsibility & EOS
Federated Hermes

Paul Lee
Head of Stewardship & Sustainable Investment Strategy
Redington

Sofia Condes
Head of Investor Outreach
FAIRR

Paul Chandler
Director of Stewardship
PRI

15:10 – 16:00

Panel: Selecting Proxy Firms, Investment Consultants, Asset Managers for Effective Stewardship 

Asset owners are increasingly pursuing sustainability priorities through stewardship, but many have yet to embed this strategy into their selection and evaluation processes, evidenced through pension funds’ reliance on scenarios criticised by leading climate scientists. This panel considers how asset owners can ensure they are getting the support from suppliers that can best achieve their stewardship priorities.

David Russell
Chair
Transition Pathway Initiative

Samantha Chew
Stewardship Lead
Aegon UK

Joanna Wright
Trustee
Avon Pension Fund

James Moore
Partner
LCP

Emmy Hawker
Senior Reporter
ESG Investor

16:00 – 16:15

Pitch Session #2

Two tech firms pitch the effectiveness of their solutions to stewardship professionals.

Jeffrey Marsh
Founder
Verity Platforms

Atle Christiansen
Co-founder & CPO
Zerolytics

16:15 – 16:35

Networking Break

16:35 – 17:05

Case study: How Asset Owners are Engaging on Nature-related Themes

Investor scrutiny of portfolio companies’ nature footprint has intensified in the wake of the Global Biodiversity Framework, regulatory initiatives such as the EU Deforestation Regulation and the recommendations of the Taskforce on Nature-related Financial Disclosures. This case study reflects how leading asset owners are working collaboratively to understand and reduce negative impacts on natural capital and ecosystems.

Shipra Gupta
Investments Stewardship Lead
Scottish Widows

Nikki Gwilliam-Beeharee
Investor Engagement Strategy Lead
World Benchmarking Alliance

17:05 – 17:55

Panel: Social Engagement: Where Next After DWP Taskforce Recommendations?

Asset owner stewardship activity on human and workers’ rights has risen steeply, but change has been slow at many investee firms in areas including DEI, pay gaps, living wages and employee representation, among others. In light of the recommendations of the DWP Taskforce on integrating social factors into stewardship activities, what are the next steps – individually and collaboratively – for asset owners seeking positive social outcomes?

Nabylah Abo Dehman
Head of Stewardship, Social Issues & Human Rights
PRI

Stephen Barrie
Deputy Chief Responsible Investment Officer
Church of England Pensions Board

Maria Nazarova-Doyle
Global Head of Sustainable Investment
IFM Investors

Lindsey Stewart
Director of Investment Stewardship Research
Morningstar

Vibeka Mair
Senior Reporter
ESG Investor

17:55 – 18:00

Closing Remarks

18:00 – 19:00

Cocktails & Pitch Awards

** This event agenda is tentative and may be subject to change.**

Tickets

Asset Owners

Pension Funds, Charities, Endowments, Insurers

 

If you are a recognised as one of the above or believe you are categorised as a financial institution that manages deposits. All registrations are vetted before confirmation. 

Complimentary

NGO, Academic

Associations, Regulators, Academics, Not-for-profit

 

If you are a recognised as one of the above or believe you are categorised as a business that services the industry not-for-profit.

 

£245 +VAT

Asset Manager / Service Providers

 

If you provide stewardship services to the industry such as investment management or data, legal, technology or consulting services.

£495 +VAT

 

Venue

 


etc venues Fenchurch Street


8 Fenchurch Place
London,
EC3M 4PB

Contact us

Sponsorship

Ben Fitch
Sales Director
ben@esginvestor.net

Event Programme

Chris Hall
Editorial Director
chris@esginvestor.net

Tickets & Marketing

Stephanie Chang
Marketing Manager
stephanie@esginvestor.net

Operations & Logistics

Mia Wong
Operations Manager
mia@esginvestor.net