Schedule of Seminar 'Biodiversity & Energy Transition'

Seminar 'Biodiversity & Energy Transition'

On Tuesday 18 April:
11:30 - 12:10 Lunch & Registration
12:10 - 12:15 Welcome

By Jan-Wouter Bloos, Partner, Deloitte

12:15 - 12:20 Introduction

By Jacqueline Duiker, Senior Manager, VBDO, and Founder, Future Value Matters

12:20 - 12:50 Global natural capital: the fall and rise

By Don Gerritsen, Director, Responsible Investment Leader, Deloitte

Valuing nature as an asset has the potential to help us turn decades of global biodiversity fall to a rise. In his presentation, Don Gerritsen outlines why natural capital is relevant for investors, what global investor initiatives are currently underway and how the financial sector can make the investment case for natural capital, to meet the needs of current and future generations.

12:50 - 13:20 Enabling net zero – the role of infrastructure investment in the low-carbon transition

By Ruairi Revell, Head of Sustainability – Infrastructure, abrdn

Ruairi Revell will summarise the role of infrastructure in enabling the transition, the importance of closing the infrastructure investment gap and will present several value creation case studies from the abrdn portfolio.

13:20 - 13:50 From Decarbonisation to Regenerative Agriculture - How to finance the transition at scale?

By Pierre Abadie, Group Climate Director, Tikehau Capital

The Industrial Revolution brought us prosperity, but our economy drives our planet out of its physical boundaries. We risk triggering tipping points that may lead to human extinction. From decarbonisation to regenerative agriculture the world needs a systemic change which requires to invest more than EUR 6 trillions per year. Let’s stop talking about what we can do, but focus on doing what we can to bridge this gap, is Pierre Abadie's message.

13:50 - 14:15 Coffee Break
14:15 - 14:45 Panel discussion on ‘How to invest in the energy transition (private versus public markets, equity versus debt) and how to deal with the negative impact’

With:

  • Rik Klerkx, CIO Private Markets and LDI NL, Cardano
  • Rishma Moennasing, Lead Funds & Sustainability, Rabobank
  • Ward Poirters, Executive Director, AIMS, ESG & ODD Specialist, Goldman Sachs Asset Management
14:45 - 15:15 Addressing the most pressing drivers of biodiversity loss with listed equities

By Stephane Lago, Head of Investment Specialists Equity, AXA Investment Managers

According to AXA IM, the climate change issue cannot be addressed without addressing simultaneously the biodiversity loss. As an example, agriculture is responsible of 80% of deforestation which altogether are responsible for circa 24% of global greenhouse gas emission. In this session Stephane Lago will explain how sustentive and rapid positive impact on the biodiversity issue can be achieved by listed companies which can provide scalability.

15:15 - 15:45 Biodiversity & Water Investing – two sides of the same coin

By Simon Gottelier, Partner, Senior Portfolio Manager, Thematics Asset Management (part of Natixis Investment Managers)

Simon Gottelier will show how the Thematics Water Fund invests in companies in the water resources and treatment, effluents and waste management sectors – and how climate change, pollution, changes in land and sea use and controlling invasive species can provide sustainable investment opportunities.

15:45 - 16:10 Coffee Break
16:10 - 16:40 How to Integrate Natural Capital Into Your Core Portfolio

By Valeria Dinershteyn, Director of Sustainable Investment Engagement, EMEA, Northern Trust Asset Management

The biodiversity and climate ‘twin crises’ presents systematic risks as well as investment opportunities that will reshape the economy and investment portfolios. As more investors explore this issue, the ‘why’ is no longer as important as the ‘how’. In this session, Valeria Dinershteyn will share insights on how investors can address a wider spectrum of environmental considerations across their core portfolio.

16:40 - 17:10 Panel discussion on ‘What is the case for biodiversity as an asset and what active role can investors play in countering biodiversity loss’

With:

  • Karin van Dijk, Fundmanager ASN Biodiversiteitsfonds, ASN Impact Investors
  • Sophie Kamphuis, Advisor Responsible Investment, MN
  • Eugenie Mathieu, Senior Impact Analyst, Earth Pillar Lead, Aviva Investors
  • Hanna Spanier, ESG Advisor, Blue Sky Group
17:10 - 17:15 Summary & Conclusion

By Jacqueline Duiker, Senior Manager at VBDO and Founder of Future Value Matters

17:15 - 18:15 Drinks Reception