Programma van Seminar 'Climate Change & Energy Transition in a Disruptive World'

Seminar 'Climate Change & Energy Transition in a Disruptive World'

donderdag 31 oktober 2019 van 08:15 uur tot 17:30 uur Rosarium, Amsterdam

Op donderdag 31 oktober:
7:45 - 8:15 Registration & Coffee
8:15 - 8:45 Breakfast Session: Energy transition, an opportunity as well as a necessity Door Matthew Michael, Product Director Emerging Market Debt and Commodities, Schroders
9:00 - 9:15 Welcome & Introduction Door Martin Mlynár, CEO, Corestone Investment Managers
9:15 - 9:45 Inflection Point: The Global Economic Slowdown, Rising Inequality and Climate Change Door Erik Norland, Executive Director and Senior Economist, CME Group
9:45 - 10:15 Economic Outlook: Rising Recession Risks Door Peter Westaway, Chief Economist, Vanguard Asset Management
10:15 - 10:45 The Inevitable Policy Response - Preparing Asset Owners, Financial Markets Participants for Climate-related Policy/Regulatory Risks Door Sagarika Chatterjee, Director of Climate, UN PRI
10:45 - 11:15 Panel Discussion on 'How to develop Measurable Standards for Climate Change & Energy Transition?' Door Karin Bouwmeester, ESG Specialist Private Equity & Francis Condon, Sustainable and Impact Investing Research Analyst, UBS & Rishma Moennasing, Lead Investment Funds & Mandates
11:15 - 11:45 Coffee break
11:45 - 12:45 Breakout Session 1 (1st round at 11.45am - 2nd round at 12.15pm)
  A. How to turn Climate Risk into Climate Opportunity? Door Matthew Smith, Head of Sustainable Investments, Storebrand Asset Management
  B. Energy: the Future is now - (when) can Transition turn into Disruption? Door Sebastiaan Masselink, Senior Investment Manager Impact Investing, Cardano Asset Management
  C. Investing in the Energy Transition Door Stephen Freedman, Senior Product Specialist Thematic Equities Team, Pictet Asset Management
  D. Renewables are not enough: more Investment in Decarbonizing across Infrastructure Sectors is required to meet Paris Targets Door Heiko Schupp, Global Head of Infrastructure Investments, Columbia Threadneedle Investments
12:45 - 13:30 Lunch
13:30 - 14:30 Breakout session 2 (1st round at 1.30pm - 2nd round at 2pm)
  E. Active is: Impact Investing Door Martin Ewald, Managing Director, Allianz Global Investors
  F. Climate Change – How can Investors make a Difference? Door Harald Walkate, Founder
  G. Integrating Climate Transition Risk into Investment Portfolios Door Michael Lewis, Head of ESG Thematic Research, DWS
  H. Are oil and gas companies grossly overvalued in the face of the energy transition? Door Emma Mogford, Fund Manager
14:30 - 14:45 Coffee break
14:45 - 15:45 Breakout session 3 (1st round at 2.45pm - 2nd round at 3.15pm)
  I. Wells, Wires, and Wheels – EROCI and the Tough Road Ahead for Oil Door Mark Lewis, Chief Sustainability Strategist, BNP Paribas Asset Management
  J. Meaningful Investing in Sustainable Real Estate Door Onno Hoff, Director Fundmanagement, Syntrus Achmea Real Estate & Finance
  K. Avoiding the Tragedy of the Horizon: Portfolio Design for Climate-Related Risk Management and the Low-Carbon Energy Transition Door Todd Bridges, ESG Research and Strategy Development, Vice President on the Global Equity Beta Solutions Team, State Street Global Advisors
  L. Case Studies on Energy Transition Winners Door Oskar Tijs, Senior Investment Analyst Sustainable & Impact Equities
15:45 - 16:00 Coffee break
16:00 - 16:30 Financial Impact of Climate Risks Door Gerard Moerman, Head of Fixed Income, LDI and Investment Solutions, Aegon Asset Management
16:30 - 17:00 Case Study Univest Company: How to manage the regulatory, technological and physical aspects of climate change in the investment portfolio? Door Gerald Cartigny, Managing Director, Hoofd Benelux & Thomas Heidstra, Director Investments, Univest Company
17:00 - 17:30 Panel discussion with CIO’s and CEO’s on 'Climate Change & Energy Transition: Opportunity or Threat?' Door Olaf van den Heuvel, Experienced Chief Investment Officer & Manfred Schepers, CEO, ILX Fund & Linda Broekhuizen, Several non-executive board and committee roles & Kees Verbaas, Global Head of Fundamental Equity, Robeco
17:30 - 18:30 Conclusion & Networking Reception