| 08:00 |
Registration opens |
| 09:00 - 09:10 |
Welcome Remarks
- Jen Sisson, CEO, ICGN, UK
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| 09:10 - 09:25 |
Keynote Address from Deloitte
- Debapratim De, Director of Economics, Deloitte, UK
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| 09:25 - 09:40 |
Keynote Address
- David Pitt-Watson, Fellow, Cambridge University, Judge Business School
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| 09:40-10:40 |
Session 1: The Evolution of Systemic Stewardship: Progress, Pitfalls, and the Role of Universal Owners
This panel will explore "The Evolution of Systemic Stewardship," examining how investors, particularly "universal owners," are addressing systemic risks like climate change and inequality. We'll define systemic stewardship, assess its progress, and highlight the unique position of universal owners in driving change. The discussion will cover successes and pitfalls, including data challenges and the risk of greenwashing and how we can get the balance right between advocating for policy-level changes and seeking to influence individual companies.
- Elena Leofanti, Senior Director of Stewardship, Glass Lewis, UK
- Sara E. Murphy, Director, System-Level Investing, Sierra Club Foundation, USA
- Olga Hancock, Head of responsible investment, Church Commissioners for England
- Shipra Gupta, Investment Stewardship Lead, Responsible Investment, Scottish Widows, UK
Moderator: Michael Herskovich, Global Head of Stewardship, BNP Paribas Asset Management, France |
| 10:40 - 11:10 |
Refreshment Break |
| 11:10-11:55 |
Session 2: Partnering for Value: Stewardship in Private Equity
Exploring the distinct dynamics of stewardship activities in illiquid assets, we'll examine how private market investors drive value creation using active ownership. The discussion will cover unique private markets stewardship opportunities and challenges, including influencing practices in portfolio companies, fostering long-term sustainable growth, and navigating private company governance structures. We'll address how private market stewardship differs from public market approaches, focusing on the different levers of change and influence and the evolving expectations from limited partners and other clients and beneficiaries.
- Aaron Hay, Associate Director, Sustainability & ESG, ICG, UK
- Stanley Kwong, Head of Sustainable Investing EMEA, KKR, UK
- Richard Manley, Chief Sustainability Officer, CPP Investments, UK
Moderator: Alyson Slater, Managing Director, Global Stewardship & Engagement, Manulife, UK |
| 11:55 - 12:55 |
Session 3: Value at Risk: Navigating Stewardship of Controversial Business Activities
This panel will discuss how investors identify and assess the financial and reputational risks associated with companies engaged in contentious sectors or practices. The discussion will delve into the dilemmas faced by fiduciaries and explore the range of strategies they deploy for their stewardship. This includes effective engagement with management, advocating for industry-wide best practices, and considering divestment, exclusions and voting escalation as other levers in the toolkit. We'll also address the evolving regulatory landscape and stakeholder expectations, to understand different approaches and potential risks and pitfalls.
- Steven Friel, CEO, Woodsford, UK
- Sawan Wadhwa, Head of Stewardship, Evenlode Investment, UK
- Vaishnavi Ravishankar, Head of Stewardship, Brunel Pension Partnership, UK
- Chirag Mehta, Chief Investment Office, Quantum AMC, India
Moderator: Laura Hillis, Managing Director, Responsible Investment, Church of England Pensions Board, UK |
| 12:55-14:05 |
Networking Lunch |
| 14:05 - 14:25 |
Member Spotlight
Church of England Stewardship Initiatives, Mining 2030
- Adam Matthews, Chief Responsible Investment Officer, Church of England Pensions Board, UK
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| 14:25 - 15:10 |
Session 4: Amplifying Our Voice: Policy Advocacy Strategies
This expert presentation will provide actionable insights into effective advocacy. It will cover how to identify key policy levers, build powerful coalitions, and craft compelling narratives to influence decision-makers. The session will delve into practical techniques for engaging with policymakers, navigating legislative processes, offer tips on how to strategically amplify our voices to allow us to contribute to meaningful policy change.
- Jane Gimber, Associate Director, Fleishman Hillard, Belgium
Moderator: Severine Neervoort, Global Policy Director, ICGN, Italy |
| 15:10 - 15:30 |
Refreshment Break |
| 15:30 - 16:15 |
Session 5: Fixed Income Deep Dive: Applying Stewardship to Unlock Value
As client expectations of stewardship activities and impact increase, what does best practice in fixed income stewardship look like today across both public and private debt markets? We'll discuss how fixed income investors integrate governance considerations into their credit analysis and portfolio construction and cover various stewardship approaches, including engagement with bond issuers on governance performance, the role of green and social bonds, and influencing corporate behaviour through covenants. We'll also address the different nuances across public and private markets, data limitations and the role of emerging technology, aiming to provide practical insights for enhancing long-term value and impact.
- Anna McDonald, Vice President of Global ESG Strategy, PGIM, UK
- Claire Hedley, Head of Sustainability, 17 Capital, UK
- Tongai Kunorubwe, Director of Research, Responsible Investing, T. Rowe Price, UK
Moderator: Carol Nolan-Drake, Senior Advisor – Americas, ICGN, USA |
| 16:15 - 16:30 |
Close of Conference |
| 18:30 |
Awards Ceremony
Please note the awards are held at a different venue than the Global Stewardship Forum
Awards Venue: 116 Pall Mall, London SW1Y 5ED |
| 18:30 |
Welcome Reception |
| 19:00 |
Dinner & Awards Ceremony
The shortlist nominees are:ICGN Achievement Awards:
Excellence in Corporate Governance Award - Individuals
- Traore Bakari, Cabinet d’Avocats, Côte d'Ivoire
- Dr. Niraj Gupta, Indian Institute of Corporate Affairs, India
- Amaka Ibeji, DPO Africa Network, US
- Domenica Lista, Leonardo SpA, Italy
- Susana Siera, BH Compliance, US
- Marta Viegas, Inter-American Development Bank (IDB), US/Brazil
Excellence in Corporate Governance Award – organisation or team
- Assogestioni, the Italian Investment Management Association’s Corporate Governance Team, Italy
- Axis Bank Limited, India
- Marco Becht and Research Team, Solvay Brussels School, Université libre de Bruxelles (ULB), Belgium
- EOS at Federated Hermes Limited, UK
- Railpen, UK
- Excellence in Stewardship Award: Individuals
- Nana Li, Impax Asset Management, Hong Kong
- Vaishnavi Ravishankar, Brunel Pension Partnership, UK
Excellence in Stewardship Award: Organisation, team or collaboration
- Church Commissioners of England, Responsible Investment Team, UK
- Collective Impact Coalition, Ethical Artificial Intelligence, World Benchmarking Alliance, registered in The Netherlands
- The FAIRR Initiative, UK
- Nordea Asset Management- Methane collaborative engagement, Sweden
- People’s Pensions, provided by People’s Partnership, UK
Rising Star Award
- Will Farrell, EOS at Federated Hermes Limited, UK
- Lucy Larner, Schroders, UK
- Shilpi Nanda, Norges Bank Investment Management, Norway
- Landon Shea, Alliance Bernstein, UK
- Enobong Shittu, DLA Piper Africa, Nigeria
- Georgia Stewart, Tumelo, UK
Global Stewardship Disclosure Awards:
Asset Owners- £60 billion and above AUM
- British Columbia Investment Management Corporation (BCI), Canada
- Canadian Pension Plan Investment Board (CPPI), Canada
- LGPS Central Limited, UK
- The Phoenix Group, UK
- Scottish Widows, UK
Asset Owners- under £60 billion AUM
- Etica Sgr, Italy
- Permodalan Nasional Berhad, Malaysia
Asset Managers- £60 billion and above AUM
- Columbia Threadneedle Management LTD, UK
- Eurizon Capital SGR SpA, Italy
- Federated Hermes, UK
- Irish Life Investment Managers, Ireland
- Legal & General Investment Management, UK
- Manulife Investment Management, Canada
- Nordea Asset Management, Sweden
- Robeco Institutional Asset Management BV, The Netherlands
- Royal London Asset Management, UK
- Walter Scott & Partners Limited, UK
Asset Managers- under £60 billion AUM
- Berenberg Asset Management, Germany
- Boston Common Asset Management, US
- LBP AM, France
- Quantum Asset Management Pvt Ltd., India
- Sands Capital Management, LLC, US
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