Venue to be announced
There is a rapidly growing trend of increased engagement around environmental, social and governance factors between public companies and their shareholders, plus more expectations placed on ESG reporting and disclosures, and it isn’t going away!
That’s why Corporate Secretary and IR Magazine have teamed up, to help governance and investor relations professionals in public companies take action when responding to these growing expectations from shareholders.
The event will feature discussions between the buyside, heads of IR, governance, risk and compliance professionals which aim to understand the latest trends in ESG and provide practical advice on how companies can take action to future-proof your business, ensure a smoother proxy season and add more value to shareholders.
Whatever stage you are at on your ESG journey, this forum will help you understand the latest ESG trends and learn how you can take action and improve relationships with your investors, futureproof your business, discover new investors and ensure a smooth proxy season and AGM.
Some of the themes and topics discussed at the 2019 forum included:
If you’d like to get involved as a speaker at our 2020 forum, please get in touch with Steven Wade on +44 (0)20 3865 8103 or email [email protected]
To inquire about speaking at the 2020 forum, please contact [email protected] or call +44 20 3865 8103
Sustainability performance lead
Royal Bank of Scotland Group
Varun is part of RBS Group’s Sustainable Banking Management team. He leads RBS’s engagement with institutional investors on sustainability-related topics and the bank’s approach to environment and social performance measurement, monitoring and reporting.
Varun previously worked in RBS’s Markets & International Banking (M&IB) Division and supported lending and markets teams globally by advising them on environmental, social, ethical (ESE) and reputational risks presented by customer activities.
Prior to joining RBS, Varun worked in PwC’s Sustainability & Climate Change UK Advisory team where he supported various banks and private equity houses on sustainability strategy, policy and procedures, and capability building. Varun has also previously worked in the ESG ratings industry at two reputable ratings agencies namely Innovest Strategic Value Advisors and EIRIS (now VigeoEIRIS).
Varun is a regular speaker on sustainability and stewardship. He was recently recognised in the IIRI Survey’s ‘Commended’ list of individuals who made the most positive overall contribution to sustainable investment / corporate governance during 2018.
Varun has a Masters from the London School of Economics (LSE), and a Bachelors degree from Imperial College London.
Head of ESG Issuer Communications EMEA
As EMEA Lead for ESG Issuer Communications, Jasmine engages on ESG issues with corporates rated and researched by MSCI ESG Research to educate them on their MSCI ESG assessment, the underlying methodology used, and how investors use ESG criteria in investment decision making. Prior to this, she was responsible for ESG Marketing in APAC and global execution of ESG marketing strategies, at MSCI. She holds a Masters in Capital Markets, Regulation and Compliance from the ICMA Centre, University of Reading, UK and is pursing an Exec. Masters in International Strategy and Diplomacy from the London School of Economics and Political Science.
Antti Savilaakso is a Research Advisor at Impact-Cubed, where he headed the development of its Investment Impact Model to increase transparency in sustainable investing. The quantitative model produces an SDG-guided footprint for any portfolio of listed securities enabling robust impact output comparison, management and reporting. Additionally, Antti leads sustainable research at Auriel Equities – pioneers in trading ESG information in a long/short format. Antti has over ten years’ experience in RI across asset management and research.
Ben Constable Maxwell
Head of sustainable and impact investing
Ben joined M&G Investments in 2003 and is now Head of Sustainable and Impact Investing, responsible for developing M&G’s sustainable investment activities. With the launch of the M&G Positive Impact Fund, Ben will be taking the Impact lead alongside fund manager John William Olsen. Ben has been central to the development of ESG integration within M&G’s investment processes and has supported the development of ESG solutions for clients across asset classes. He sits on M&G’s Responsible Investment Advisory Forum, overseeing ESG-related activities at M&G, and is a member of the Investment Association’s Sustainability & Responsible Investment Committee, chairing the Working Group on non-financial disclosures. Previous to M&G, Ben spent four years with the Equities team at Invesco Perpetual.
Head of research
Lennart joined Osmosis in January 2019 as Head of Research, developing and maintaining the proprietary Model of Resource Efficiency (MoRE) incorporating environmental corporate disclosures into the investment process. Prior to joining Osmosis, Lennart was a senior technical officer at CDP, where he developed assessment methodologies for corporate disclosures on climate change, water security and deforestation. Lennart also led work on developing reporting frameworks targeting high impact sectors at the GRI and the EU Commission.
Lennart holds a MSc. in Bioscience Engineering from the KU Leuven and a Master in Social Entrepreneurship from Hult International Business School.
Financial Reporting Council
Olivia is a non-executive Director of the Financial Reporting Council, and leads the Impact Investing Institute’s work on better reporting. Olivia is a member of the Global Advisory Board of the venture capital firm Pontaq and an Adviser to the law firm Travers Smith. Previously Olivia served as a non-executive Director and Chair of the Remuneration Committee of Virgin Money, a non-executive Director and Chair of the Risk Committee of Canada Life and Aon, and a non-executive Director of the Royal London and Investec. Olivia was a Senior Adviser and member of the Regulatory Decisions Committee of the Financial Services Authority and a Managing Director and Head of European Exchange Traded Derivatives Brokerage at JP Morgan. Olivia read Mathematics at St Hilda’s College, Oxford and is a Sloan Fellow of the London Business School.
Artemis Investment Management
Rosanna manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Alex Illingworth. After graduating in economics from Bocconi University in 1996, she joined Paribas Asset Management as a junior fund manager. In 2000, she moved to M&G as a fund manager and director responsible for pan-European equity portfolios. As a senior European portfolio manager at Shell Pension Management Service from 2004, she controlled £710m of assets. Then, in 2006, Rosanna became a partner and pan-European fund manager for FrontPoint Management (UK). She came to Artemis in 2011 and is an Ambassador of the Diversity Project.
CSR investor relations manager
Institutional product strategist
Jeff Cohen is an Institutional Product Strategist at SASB. In his role, Mr. Cohen educates and partners with institutional investors and asset owners, facilitating dialogue on financially material, industry-specific ESG topics and metrics for implementation into investment decisions across asset classes. Prior to joining SASB, Mr. Cohen was Head of Business Development at Sonen Capital, an ESG & Impact dedicated OCIO and fund manager. Prior to Sonen, he was a Director of Investment Opportunities at Venovate where he led due diligence on alternative investment strategies ranging from timber, real estate, hedge funds, and secondary strategies. Mr. Cohen has spent his career working with sophisticated investors at organizations such as Deutsche Bank, Merrill Lynch, and Gerson Lehrman Group. He holds an MBA from Georgetown University and a BBA from the University of Michigan. Mr. Cohen is a CAIA Charterholder and FSA Credential Holder.
Sunni brings over 20 years of experience in strategy, finance and M&A through a career in investment banking and corporate development as well as complementary board experience. At Tulchan, she has connected her various experience to bring a broad, multi-stakeholder perspective to the clients she works across corporate and financial communications, M&A, crisis management and strategic themes including ESG and sustainability.
After starting her career at Schroders in New York and London, she joined Morgan Stanley where she became a Managing Director advising clients on a range of M&A and financing transactions including complex defence and M&A situations including with M&S, Cadbury, Canary Wharf, Pernod Ricard and Iberia. She gained valuable in-house corporate experience at BAE Systems and then joined Rexam plc as Head of Corporate Development ultimately leading the sale of the company.
Sunni currently serves as a non-executive director of Britvic plc and is on the global advisory board of tech intelligence platform, GrowthEnabler, and previously served as a trustee of Breakthrough Breast Cancer. Sunni graduated from Dartmouth College in the US with a degree in Economics and attended the General Management Program at Harvard Business School.
Allianz Global Investors
Gaia Mazzucchelli is an ESG analyst at Allianz Global Investors specialising in the environmental, social, and governance risk and performance analysis of listed equities and fixed income securities within the financial and real estate sectors. Since 2014, Gaia is also a Lecturer on Sustainable Investing strategies to Master Degree students at the ISEM University of Montpellier. In February 2017, Gaia won the “Rising Star of the Year” at the Women in Finance Awards for her studies on gender diversity.
Prior to joining Allianz Global Investors, Gaia worked several years in the Research Department of MSCI and in the SRI team of Natixis Asset Management. After graduating in Languages and Economy from the Università Cattolica in Milan, Gaia completed a Double Master Degree in Sustainable Development at the ESC de Montpellier and at the ISEM de Montpellier. Gaia also speaks Italian, French, English and Spanish.
Dr. Alan Knight
General manager for corporate responsibility
Alan has over 25 years’ experience of working with global companies and governments on sustainability. He joined the world’s largest steel company ArcelorMittal in 2014 as their General Manager for Corporate Responsibility and since then has helped develop a sustainability framework ranging from products to process. Alan has been a driving force in the creation of the imminent ResponsibleSteel standard, developed through a multi stakeholder consultation process over the past three years.
Previous to that he was Sustainability Director for Business and the Community (BITC) where he oversaw all their corporate sustainability programmes; he advised the Virgin Group on sustainable development for seven years and led the Virgin Earth Challenge: Sir Richard Branson’s $25m prize for scalable, sustainable ways of removing greenhouse gases from the atmosphere; he has worked with Kingfisher and B&Q, where led their entire CR and Sustainability programme for 10 years and was instrumental in founding and developing the Forest Stewardship Council, as well as SABMiller, the global brewery company.
For nine years he was a commissioner with the Sustainable Development Commission and he introduced the concept of “choice editing” into the product policy debate. He also chaired the Cornwall and Isles of Scilly Nature Partnership. He is a Senior Associate of the Cambridge Programme for Sustainability Leadership.
Alan was awarded the OBE in June 1998. In 2005 the US-based Rainforest Alliance presented him with a lifelong award and in 2013 he was made an Honorary Fellow of the Society for the Environment.
Director of passive strategies and sustainability research for Europe
Hortense Bioy, CFA, is Director of Passive Strategies and Sustainability Research within the Morningstar Manager Research team in Europe. Based in London, Hortense leads a team that provides independent research on ETFs and index funds.
Since 2017, Hortense’s responsibilities have expanded to include sustainability research in Europe. Hortense is spearheading Morningstar’s ESG thought-leadership agenda in the region, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens.
Hortense joined Morningstar as an equity ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong.
Hortense holds a Master’s Degree in Finance from Paris Sorbonne University and is a CFA charterholder.
Director and global head of strategy and innovation
Brian C. Matt, CFA, is Director of Global Strategy and Innovation at Ipreo, a leading provider of market intelligence and technology to corporate issuers and investment banks around the world. Brian is responsible for strategic partnerships and product initiatives for Ipreo’s global Corporate Business. Previously, he oversaw Ipreo’s Corporate Analytics team focusing on institutional investor targeting programs for IR programs across the globe, as well as situational analytics and transactional analysis for companies considering or undergoing strategic changes.
Brian came to Ipreo through the acquisition of CapitalBridge in February 2008, where he served as a Vice President in a number of roles and was instrumental in designing CapitalBridge’s institutional targeting toolkit and methodology. Prior to joining CapitalBridge in 2001, Brian served as an Analyst in the Research & Analysis division of TaylorRafferty, a global cross-border investor relations consultancy, and began his career in 1998 with The Carson Group (later acquired by Thomson Financial) where he served as a Senior Analyst responsible for the company’s global investor relations and investment-banking-focused data products.
Mike Tyrrell is Editor of SRI-CONNECT, a global marketplace for SRI ideas and research as well as an expert network for practitioners, with expertise in investor relations, corporate social responsibility (CSR) and SRI. A practical tool to improve the efficiency of SRI market participants, its vision is to create, for SRI analysis and information, a global, non-partisan online marketplace that is as broad, deep and easy-to-use as the markets that exist for “mainstream” financial information. Prior to launching SRI-CONNECT in 2011, Mike Tyrrell was an SRI analyst at Citi Investment Research, at HSBC Global Equities and at Jupiter Asset Management.
Head of sustainability reporting
Annie’s has undertaken work on a variety of sectors – healthcare, mining, finance, food, timber, tourism, renewable energy and steelmaking – both in the NGO sector and the private sector, and always relating to sustainability. During this time, ESG reporting as a driver for engagement has featured prominently. Her creations include a tool for companies reporting on HIV/AIDS, a sustainability benchmark for investors in the pharmaceutical industry, a realtime online portal of renewable energy generation and, most recently, a Climate Action report for ArcelorMittal, providing stakeholders with a guide to the steel sector’s decarbonisation potential, and the obstacles that need to be overcome. Annie currently leads ArcelorMittal’s sustainability disclosure and dialogue programme, the world’s largest steel and mining company, and is increasingly absorbed in facilitating the transition of the industry. She is also Chair of the Sustainability Reporting Expert Group of the Worldsteel Association and a member of the Advisory Group to the Sustainability Accounting Standards Board. Annie graduated in Politics, Philosophy and Economics from the University of Oxford and enjoys tennis and cycling.
Nadine Viel Lamare
Transition Pathway Initiative (TPI)
The TPI is an asset owner-led and asset manager-supported global initiative which assesses companies’ preparedness for transition to a low carbon economy, supporting efforts to address climate change. Aimed at investors, the TPI is open access and draws on the best available data and analysis by leading partner organisations, the Grantham Research Institute of the London School of Economics and FTSE Russell. It is supported by over 50 major investors globally, with combined assets under management and advisement of $15 trillion. Prior to joining TPI, Ms Viel Lamare held various senior positions at AP1, the First National Swedish Pension Fund, the last ten years as Head of Sustainable Value Creation.
Climate disclosure standards board
Executive director - head of corporate business EMEA and APAC
ISS Corporate Solutions
Stephen James joined ISS Corporate Solutions in 2014 as the Head of the corporate business in Europe, Middle East, and Africa. Before joining ICS in London, Stephen headed the Corporate Solutions team at NASDAQ OMX for 8 years where he assisted European issuers with the execution of their investor relations programs, targeting and perception projects, messaging via newswires, and multimedia and access to governance tools for the Board of Directors. Prior to NASDAQ, Stephen performed the same role for the London Stock Exchange and has been assisting corporate issuers with investor relations and governance advisory solutions for over 15 years.
Laurie Havelock is a journalist, writer and podcaster who has been working on financial titles for more than 5 years, dabbling with commercial property finance, responsible investment and investor relations as his main areas of focus. Outside of that he also writes about music, with a predilection for independent and emerging artists, has worked on a number of comedy projects, including a podcast he makes with musical comedian Paddy Gervers called Podshambles, and hosts a weekly show on Shoreditch Radio. Laurie has been published in the Independent, the Guardian and Q Magazine.
For detailed session information, click on the session titles below.
Breakfast and registration
An opportunity to meet peers whilst enjoying a hot coffee or tea and breakfast.
Welcome to the ESG Integration Forum - Europe 2019
Covering the purpose of the conference and introduction to discussions taking place throughout the day.
Laurie Havelock, editor-at-large, IR Magazine
ESG Market mapping: Need to know for public companies
The Independent Research in Responsible Investment (IRRI) surveyed more than 950 companies, asset managers and sell-siders from 44 countries to produce insight into changes taking place on ESG from a range of views. This session will share the most pertinent of the 61 ESG insights produced and set the scene for the discussions taking place throughout the day.
Mike Tyrrell, editor, SRI-connect
ESG trends: Market developments and investor actions
To set the scene, we aim to discuss the forces shaping the ESG revolution and look at the trajectory of trends and their potential impact on companies and their shareholders. In the first of two trend-focused sessions, we hear the view of the buyside on the most pertinent issues changing ESG integration.
Jasmine Mehta, head of issuer communications, MSCI
Ben Constable Maxwell, head of sustainable and impact investing, M&G Investments
Lennart Hermans, Senior research analyst, Osmosis investment management
Gaia Mazzucchelli, ESG research analyst, Allianz Global Investors
A chance to re-fuel and meet your fellow conference attendees
ESG trends: Best practice responses from companies
In the second trend session we focus on what companies are doing to respond to investor expectations. You will hear from IR, governance and sustainability professionals about how the strategies, initiatives and tactics that listed companies can use to respond to investor expectations.
Suniti Chauhan, Partner, Tulchan Group
Aurore Bardon, CSR investor relations manager, Total
Stephen James, Head of corporate business for Europe, ISS Corporate Solution
Varun Sarda, sustainable performance lead, RBS
The ‘climate crisis’: Investor responses and the impact on companies
More funds are flowing into low-carbon indexes, TCFD-based reporting is to become mandatory for PRI signatories in 2020 and many investment firms are getting more proactive on influencing change as responsible owners. Governance, IR and sustainability teams need to focus on influencing corporate strategy on climate risk, and how best to communicate their actions with shareholders.
Fiona Quinlan, technical manager, Climate Disclosure Standards Board
Hortense Bioy, director of passive strategies and sustainability research for Europe, Morningstar
Dr. Alan Knight OBE, General manager of sustainability, ArcelorMittal
Nadine Viel Lamare, Director, Transition Pathway Initiative (TPI)
Sit down for lunch and a chat with fellow conference attendees
The Exchange: How are companies changing their ESG practices?
Exchange information and ideas with your IR peers in this highly interactive session.
How the exchange works:
✓ Choose any of the following topics – the power is in your hands!
✓ Join the relevant roundtable and discuss with your peers
✓ When the bell rings, move on to your next table and repeat!
✓ At the end of the session, hear a roundup from all the leaders of lessons learned so you can apply these when you return to the office
Round table topics include:
Afternoon coffee break
Take a quick break before the final sessions of the day, where we will focus on shareholder engagement, considerations for the AGM, review the main talking points from the day and provide a list of actions that you can take back to the office.
From shareholder engagement to stakeholder value
The purpose of this session is to focus on how to provide the best value by engaging on the most material ESG issues that impact your company. We look at how to optimize your time and use engagement to create value for both shareholders and company leadership.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Rosanna Burcheri, Portfolio manager, Artemis Investment Management
Jeff Cohen, Institutional Product Strategist, SASB
Brian Matt, director and head of ESG for Americas, IHS Markit
Dealing with monumental changes to governance
To finish discussions, we will look specifically at activities around the annual general meeting, seeking to deepen understanding on issues shareholders are likely to highlight during your AGM: the rise of ESG-related shareholder activism, how new regulations will strengthen the position of shareholders and what it means for company decision-making.
Laurie Havelock, editor-at-large, IR Magazine
Olivia Dickson, Non-executive director, Financial Reporting Council
In the final session we give you an opportunity to recap on all the discussions and recap on the set of action points that you can put into practice when you get back to the office. As part of this session, we will use interactive voting to get an understanding of which activities are the top priority for the group from a time and benefit perspective.
Mike Tyrrell, editor, SRI-connect
Summary and end of conference
Hear a summary of all the points discussed today and lessons to be learned.
Laurie Havelock, editor-at-large, IR Magazine
Attendees at this event are leading Governance, IR and sustainability practitioners from across the globe. Some of those attending this year include:
|Job title||Company||Job title||Company|
|Director for capital markets and strategic initiatives||En+ Group||Investor Relator||EXOR|
|Director investor relations||FACC AG||IR||Royal Mail|
|ESG analyst||Repsol||IR & strategy director||Countryside Properties PLC|
|Expert corporate funding & rating||Uniper SE||IR officer||Repsol|
|Group SD analyst||Mondi||Lead, future of engagement||University of Oxford|
|Head of ESG||Polyus PJSC||Manager investor relations||Brenntag AG|
|Head of group communications and investor relations||Ferratum Oyj||Senior investor relations officer||Nordea Bank|
|Head of IR||National Express||Senior sustainability advisor||Ørsted|
|Head of IR||Anglo Pacific Group PLC||Sustainability and IR manager||Gaming Innovation Group (GiG)|
|Head of IR||Smurfit Kappa||Sustainability manager||Tullow Oil|
|Investor relations||Dialog Semiconductor Plc||Sustainability manager||Uniper|
|Investor relations||Siemens Healthineers AG||Sustainability strategy & governance manager||BT|
|Investor relations analyst||IG Group||VP IR||Hexagon Composites|
|Investor relations director||Tesco||VP IR||TowerJazz|
Our events provide a unique opportunity to get in front of some of the most influential people in the corporate governance and IR community globally. As a partner, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with industry excellence and network with key decision makers from across the European region.
Being a partner of the event will provide:
To find out more about the benefits of partnering and the various packages available, email Sébastien Dutrieu or call on +44 (0)7731 533 165.
"The event catered for both companies from only starting in their ESG communications journey to those already with many years of experience. The selection of speakers and content was great! Food and logistics worked really well too, and the event staff did a great job at welcoming all guests and sponsors!"
"Very good content and focus on activities vs. theory"
"Great presentations, good Q&A system"
"The speakers, presentations and the location was perfect. "
"The focus on integration was really helpful - I also really like the small round tables that gave us the opportunity to learn about different areas of interest."
"The event was better and more worthwhile than I expected."
"Excellent, really interesting, good presenters, excellent venue"
"The event was well-planned and balanced with speakers from each side of the issues."
"A refreshing perspective, focused on bringing forward the "how" as opposed to the "what" and the "why" of ESG Integration practices for both corporations and investors."
"This event provided a good opportunity to network whilst celebrating IR teams across Europe that are striving to deliver a professional service."
The team will soon be announcing the date and further details for the ESG Integration Forum – Europe 2020. If you are interested in attending and want to be the first to know when registration is open, please complete your details at the link below.