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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.

Supporting Organisations

Keynote Speaker

Andrea Tweedie
Catherine Howarth

Speakers

Caroline Escott
David Carlin
David Russell
Emma Douglas
Justine Leigh-Bell
Leon Kamhi
Maria Nazarova-Doyle
Mark Manning
Mike Coffin
Nabylah Abo Dehman
Nikki Gwilliam-Beeharee
Paul Lee
Roger Urwin
Rory Sullivan
Samantha Chew
Sean Kidney
Shipra Gupta
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
Financial Conduct Authority

Roger Urwin
Co-founder
Thinking Ahead Institute

 

 

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.

Mike Coffin
Head of Oil, Gas & Mining
Carbon Tracker

 

Valeria Piani
Head of Stewardship
Phoenix Group

David Carlin
Head of Climate Risk
UNEP-FI

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. 

Sean Kidney
CEO
Climate Bonds Initiative

Emma Douglas
Senior Stewardship Analyst
Brightwell

Rory Sullivan
CEO
Chronos Sustainability

12:40 – 12:55

Pitch Session #1

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

12:55 – 13:45

Lunch & Networking

13:45 – 14:05

Keynote: Academic / Research Perspective

The efficiency and effectiveness of investor engagement is the subject of rigorous and illuminating academic research, touching on multiple issues and jurisdictions. This keynote will showcase some of the latest empirical evidence aimed at supporting asset owners.

14:05 – 14:55

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?

Leon Kamhi
Head of Responsibility & EOS
Federated Hermes

Paul Lee
Head of Stewardship & Sustainable Investment Strategy
Redington

14:55 – 15:45

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

Asset owners are increasingly pursing 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.

Samantha Chew
Stewardship Lead
Aegon UK

David Russell
Chair
Transition Pathway Initiative

15:45 – 16:00

Pitch Session #2

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

16:00 – 16:20

Networking Break

16:20 – 16:50

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

16:50 – 17:40

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 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

Maria Nazarova-Doyle
Global Head of Sustainable Investment
IFM Investors

17:40 – 17:45

Closing Remarks

17:45 – 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.

 

£196 + VAT
(EARLY BIRD BEFORE 10 March)

Asset Manager / Service Providers

 

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

£396 +VAT

(EARLY BIRD BEFORE 10 March)

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