IR Magazine

The ESG Integration Forum
Europe

Thursday, November 7, 2019

Crowne Plaza London - The City, UK

ESG: From trend to action

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.

Key themes and topics

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:

  • How are the roles of security market regulators and exchanges evolving in this area?
  • The impact consolidation of ESG rating agencies will have on the quality of data investors use to analyze ESG risks
  • What governance and IR teams need to know about proxy advisor reforms and potential disruption to AGMs and shareholder rights
  • How to prioritize and focus efforts on addressing the most relevant ESG risks impacting your business
  • Move from shareholder engagement to shareholder value
  • Prepare for the next proxy season and learn how shareholder activism is changing
  • Participate in separate roundtable discussions on governance, social and environmental factors, and what you can do to influence the company strategy and future-proof your business

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]

Speakers

2019 forum speakers included:


Agenda

Click here to view a PDF version of the agenda

For detailed session information, click on the session titles below.

  • 08:15 AM
    Breakfast and registration

    An opportunity to meet peers whilst enjoying a hot coffee or tea and breakfast.

  • 08:50 AM
    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

  • 09:00 AM
    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

  • 09:15 AM
    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.

    • Understand how the roles of security market regulators and exchanges are changing on these issues and the knock-on effects for companies.
    • Find out how the EU Action Plan on Sustainable Finance will impact ESG in capital markets.
    • Learn how investors inform their voting and investment decisions and how this changes the way you communicate your ESG journey to investors and convey a true representation of the risks and rewards.
    • Establish how M&A in the ESG ratings space, and further consolidation of ratings agencies changes the nature of the unfiltered 3rd party data investors use, then debate how you can contextualize this data through your shareholder communications and disclosure to ensure accuracy and relevance.
    • Discuss how transparency arising from proxy advisory reform will disrupt voting processes and outcomes.

    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

  • 10:15 AM
    Refreshment break

    A chance to re-fuel and meet your fellow conference attendees

  • 10:45 AM
    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.

    • Hear the company perspective about the biggest issues disrupting ESG and learn about what the practices companies have implemented in response. Discover what has worked, what hasn’t and why.
    • Learn about the biggest trends shaping the future of ESG and their underlying drivers. Discuss how companies need to prepare for a rise in focus on ESG.
    • Identify which activities companies can undertake to help provide background information on the most relevant sustainability and corporate governance related issues that analysts, portfolio managers and stewardship teams are focused on.


    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

  • 11:30 AM
    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.

    • Hear how companies should engage with active and index investors around climate action.
    • How are new investor-driven initiatives like the Task Force on Climate-related Financial Disclosures and Climate Action 100+ going to impact how public companies assess, communicate and tackle climate risk?
    • Learn how to better understand and articulate the position of your business in a 2˚ scenario and the impact it has on company strategy.
    • Deepen your understanding of climate risk and investor expectations of companies in disclosure and capital allocation.
    • Understand how shareholders are engaging around both climate change related lobbying and political donations from companies.

    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)

  • 12:30 PM
    Networking lunch

    Sit down for lunch and a chat with fellow conference attendees

  • 13:30 PM
    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:

    • From materiality to messaging – Mike Tyrell, editor, SRI connect
    • How investors use the SASB framework – Jeff Cohen, institutional product strategist, SASB
    • What are the sustainable development goals, and how are you integrating them into your ESG communications? – Matthew Yeomans, founder and head of strategy, Sustainly
    • From climate data to climate action – Annie Heaton, head of sustainability reporting, ArcelorMittal
    • Understanding different investment strategies (integration, impact, screening) and how to target different ESG investors – Brian Matt, director and head of ESG for Americas, IHS Markit
    • Ask the analyst – Antti Savilaakso, partner and research advisor, Auriel Investors and Impact-Cubed
    • Communicating financial impacts from a 2˚C scenario to investors – Fiona Quinlan, technical manager, Climate Disclosure Standards Board
    • An ESG crisis: How would you react? IR Magazine
  • 14:30 PM
    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.

  • 14:45 PM
    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.

    • Direct interaction between corporates and investors is a valued source of ESG information, and has grown since Mifid II’s enactment. Consider whether ESG roadshow activities will overtake surveys as a preferred form of ESG communication.
    • Learn how to ensure the board has clear oversight on ESG and how to prepare leadership for quality shareholder engagement.
    • Hear best practices for organizing an SRI or governance roadshow and how to use knowledge across your company.
    • Engagement is a two-way process: use market intelligence to inform your company strategy and create long-term shareholder value.
    • Debate whether ESG communications with investors should be driven by corporate governance, investor relations or sustainability.

    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

  • 15:30 PM
    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.

    • Review the latest proxy trends and outcomes of shareholder proposals to discover emerging ESG issues.
    • How does a rise in shareholder activism and ESG focus impact the role of investor relations and corporate governance?
    • Predict the type of questions that could be asked of management and how you can prepare boards on these issues.
    • Discuss how the Shareholder Rights Directive is streamlining communications and the impact it will have on the AGM

    Laurie Havelock, editor-at-large, IR Magazine
    Olivia Dickson, Non-executive director, Financial Reporting Council

  • 16:00 PM
    Take action

    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

  • 16:15 PM
    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

Who attends?

Attendees at this event are leading Governance, IR and sustainability practitioners from across the globe. Some of those attending this year include:

Click here to request the full attendee list

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

 

Click here to request the full attendee list

Sponsorship opportunities in 2020

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 sponsor, 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.

Sponsoring the event will provide:

  • A chance to network with qualified, senior decision-makers in the corporate governance and IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients

To find out more about the benefits of sponsoring and the various packages available, email Sébastien Dutrieu or call on +44 (0)7731 533 165.

Sponsors

Venue

Crowne Plaza London – The City
19 New Bridge Street
London
EC4V 6DB

Past event attendees say

"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!"

Miguel Santisteve, Leaders Arena

"Very good content and focus on activities vs. theory"

Noit Levy, Tower Semiconductor

"Great presentations, good Q&A system"

Tim Harrison, THC Ltd

"The speakers, presentations and the location was perfect. "

Oskar Yasar, Broome Yasar

"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."

Claire Mogford, SEGRO

"The event was better and more worthwhile than I expected."

Laura Lueder, MDU Resources Group

"Excellent, really interesting, good presenters, excellent venue"

Patricia Gutierrez, Mithra Advisors

"The event was well-planned and balanced with speakers from each side of the issues."

Bridget Hughes, DFIN

"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."

Alessia Falsarone, PineBridge Investments

"This event provided a good opportunity to network whilst celebrating IR teams across Europe that are striving to deliver a professional service."

Paul Ferneyhough, REPSOL

Register your interest for 2020

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.

Register your interest for 2020 >

Not in Europe?

If this sounds like an event you can’t miss but you are based in North America, be sure to check out the ESG Integration Forum US 2019 happening as part of Sustainable Finance Week in New York City on Thursday, December 5.

Click here for more information

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