IA Sustainability and Responsible Investment Conference 2025

Description

Group discount: use the promotional code GROUP for 20% discount on bookings of five or more people.

WHY ATTEND

We are thrilled to invite you to the annual IA Sustainability and Responsible Investment Conference 2025, which will be held on Wednesday, 30 April, kindly hosted by UBS Asset Management.

This full-day event will delve into the intricacies of sustainability and responsible investing, with a focus on developing the right products and policies to better serve our clients, and enhance the competitiveness and appeal of the UK investment landscape.

Key topics will include the evolution of sustainable finance regulations across various jurisdictions, with a particular emphasis on SDR and SFDR, and their impact on different asset classes. We will also put a spotlight on the policy environment that empowers the UK investment management industry to effectively support the nation's decarbonisation, clean energy, and nature-positive transitions. We will also explore the transformative role of AI in the sustainable investment.

Please join us for a day of insightful discussions and networking opportunities as we navigate the future of sustainable and responsible investing together. Register now to secure your spot and be part of this pivotal event!

AGENDA

08:45 Registration & refreshments

09:30 Welcome remarks

  • Galina Dimitrova, Director - Investment and Capital Markets, The Investment Association
  • Nasreen Kasenally, UK CEO and Global Chief Operating Officer, UBS Asset Management

09:45 Panel one - senior leaders panel

Moderator: Amelia Tan, Head of Responsible Investment & Stewardship, Legal & General Asset Management

  • Hendrik du Toit, CEO, NinetyOne
  • Samantha Alexander, UK CEO, DWS
  • Guy Henriques, President - Europe and Asia Client Group, Capital Group
  • Saker Nusseibeh, CEO, Federated Hermes Limited

10:30 Keynote speech from the Minister for Energy
Michael Shanks MP, the Minister for Energy in the Department for Energy Security and Net Zero, will deliver a keynote speech on the Government’s clean energy mission. The Minister is responsible for the establishment of Great British Energy, reforming the grid, energy market reform, energy security and the North Sea transition. He will discuss how the Government intends to achieve 95% clean power by 2030, and the steps being taken to incentivise investment in the transition.

Michael Shanks MP, Minister for Energy in the Department for Energy Security and Net Zero

10:50 Networking break

11:20 Panel two: The price of carbon
This panel will consider the role of carbon pricing in driving decarbonisation and the potential for carbon credits as an asset class. It will look at the development of the UK ETS, its alignment with the EU ETS, and whether it is setting an effective price to change behaviour. It will consider the future of voluntary carbon markets and efforts to build integrity. The panel will also consider the risk appetite for investing in carbon, and possible alternatives to allow investors to support nature as an asset class.

Moderator: Paul Scaping, Public Policy Specialist, The Investment Association

  • Jenny Harrison, Chief Financial Officer, enfinium
  • Gordon Bennett, Managing Director, Global head of environmental markets, ICE 
  • Rebecca Idell, Global Markets Sustainable Finance and Sustainability Structuring, UBS
  • Sarah Brownlie, Director of Development, Kent Wildlife Trust

12:00 Upcoming entity level UK/EU ESG reporting obligations and the impact of the EU Omnibus

Raza Naeem, Financial Regulation Partner, Linklaters

12:20 Innovation within Sustainability - Power Pitches

Moderator: Jack Knight, Deputy CEO, The Investment Association

  • Daniel Young, Co-Founder of KnowYourFunds
  • Mark Davies, Partner at ESGi
  • Julie Louvrier, Director of Market Expansion at WeeFin

12:40 Lunch & networking break

13:40 SDR survey results and ESMA Fund Naming Guidelines research: Insights and Progress
This session will present the findings from the Investment Association’s (IA) member survey, offering insights into firms’ experiences with implementing the Sustainability Disclosure Requirements (SDR). The research explores the adoption of new SDR labels, maps the universe of labelled and unlabelled funds with sustainability characteristics — including their number, size, and asset classes — and explores the impact of naming and marketing rules on unlabelled funds. We also aim to provide additional context around some of the implementation challenges, including experiences of fund authorisation and compliance costs.

This session will also feature a presentation on the ESMA fund naming guidelines and industry progress towards the May 2025 deadline by Clarity AI. Following on from their publication at the end of 2024, Clarity AI has monitored the industry's progress towards implementing ESMA fund name rule, including the usage of impacted terms and the level of investment in securities that are in breach of the exclusionary criteria. As well as noting some notable progress, the report delves into some challenges around managing UNGC and OECD violations.

  • Sarah Shehabi, Market Insight Manager, The Investment Association
  • Lorenzo Saa, Chief Sustainability Officer, Clarity AI

14:05 Panel three: Learning from SDR: lessons for the EU’s SFDR review
This engaging panel which will delve in to how implementation of SDR has gone and which strategies led to successful adoption of the labels and how these experiences can be used to ensure the review of the EU’s SFDR is a success. This will include how market reaction has been to the SDR labels and fund documentation and how this, as well as IA adviser and investor research can help ensure SFDR 2.0 ends up with product categories that reflect the products in the market and put investor needs at the heart of the process.

Moderator: Miranda Seath, Director - Market Insight & Fund Sectors, The Investment Association

  • Louisa Chender, Technical Specialist - Sustainable Finance Policy, Financial Conduct Authority
  • Shaneera Rasqué, ESG Coordinator for investment funds, Commission de Surveillance du Secteur Financier (Luxembourg)
  • Anna O'Donoghue, Global Head of Product Development and Governance, Schroders
  • Paris Jordan, Head of Responsible Investing, Charles Stanley

14:45 Keynote speech from the FCA

Sacha Sadan, Director of Sustainable Finance, FCA

15:05 Panel four: Unlocking pension capital to fund the green economy
Hear from investment managers and asset owners as they explore what role pensions can play in unlocking funds to help support the transition economy. The panel will explore what that looks like in practice, what client expectations are, what that means for fiduciary duties, what action the government can or should take to help make the proposition attractive and whether governments should mandate such a move. What are the current barriers in the market preventing them from currently investing and are there other jurisdictions the UK can already learn from.

Moderator: Carol Thomas, Head of Sustainability and Responsible Investments, The Investment Association

  • Maria Nazarova-Doyle, Global Head of Sustainable Investments, IFM Investors
  • Stephen Budge, Partner, DC Investment Consulting, Lane, Clark and Peacock LLP
  • Frances Deakin, Head of Responsible Investment, Local Pensions Partnership Investments Ltd.
  • Sam Monger, Head of Place-Based Impact Investing (PBII), The Good Economy

15:45 Fireside chat: Insights from the US
This session will be a fireside style conversation with Thomas Quaadman, Executive Vice President of the U.S. Chamber of Commerce’s Center for Capital Markets Competitiveness (CCMC), the Chamber Technology Engagement Center (C_TEC), and the Global Innovation Policy Center (GIPC). In the conversation, we will explore the intersection of sustainability and investment through a transatlantic lens, diving into how U.S. and UK markets can align on fostering cooperation, supporting economic growth, and delivering on investors’ diverse needs, including for sustainable and responsible investment products. We will also explore the pace of regulatory change in the US and the long-term effects of policy changes for sustainability and responsible investment in the US and globally.

  • Tom Quaadman, Senior Vice President of Economic Policy, US Chamber of Commerce
  • Galina Dimitrova, Director - Investment and Capital Markets, The Investment Association

16:05 Closing remarks

Galina Dimitrova, Director - Investment and Capital Markets, The Investment Association

16:15 Drinks reception

SPEAKERS

Sacha Sadan, Director of Sustainable Finance, Financial Conduct Authority
Sacha Sadan is the Director of Sustainable Finance at the FCA (Financial Conduct Authority). Facilitating the UK financial regulator to embed ESG across the wide spectrum of regulatory activities and reporting to the CEO. He has been named a City Influencer by Financial News as one of the biggest 25 names who have been instrumental in shaping the UK's financial services industry, and has also recently been appointed an Honorary Professor at the Alliance Manchester Business School at The University of Manchester. Previously Sacha was Director of Investment Stewardship (10 years) and on the board at LGIM, one of the world’s largest asset managers. Sacha had responsibility for investment stewardship, including environmental, social and governance (ESG). He was recognised in the Financial Times as one of ‘the 30 most influential people in the City of London’. Sacha was previously a UK equity portfolio manager at Gartmore. He was voted the top-rated Pan European fund manager in the Thomson Reuters Extel awards. He started his career at Universities Superannuation Scheme (USS) pension fund. Sacha is a Fellow of CFA, CGI and a founding member of the UK Investor Forum.

Michael Shanks MP, Minister for Energy in the Department for Energy Security and Net Zero
Michael Shanks was appointed Parliamentary Under-Secretary of State at the Department for Energy Security and Net Zero on 9 July 2024. He was elected as the MP for Rutherglen in October 2023. Michael served as the Shadow Minister of State for Scotland from October 2023 to May 2024. Michael graduated from the University of Glasgow with a degree in history and politics. He then studied for a PGDE at Glasgow. Michael was a secondary school teacher and previously worked in the third sector on reducing offending. He ran a charity for disabled children for 15 years and is a trustee of 3 other charitable organisations.

Amelia Tan, Head of Responsible Investment & Stewardship, Legal & General Asset Management
Amelia Tan was appointed Head of Responsible Investment & Stewardship for L&G’s Asset Management division in 2025, having joined in 2022 as Head of Responsible Investment Strategy. In this role, she is responsible for engagement with publicly listed investee companies globally across all of the firm’s assets under management as well as responsible investment processes and products of the public market’s investment teams. She coordinates the strategy for responsible investing in the Asset Management division and is responsible for regulatory and policy engagement regarding environmental, social, governance and responsible investment matters. Amelia was previously at Blackrock for over 10 years, where she led the delivery of sustainable investing propositions in EMEA including product strategy, platform governance and commercialisation. She also held previous roles in product strategy and development. Prior to BlackRock, she was at Citibank focused on wealth management products and distribution in Singapore. Amelia holds an MBA from Judge Business School, University of Cambridge and a BBA (Honours) from National University of Singapore. She is the Chair of the Investment Association’s Sustainability & Responsible Investment Committee.

Hendrik du Toit, Chief Executive Officer, Ninety One
Hendrik is the founder and Chief Executive Officer of Ninety One. The firm manages £130.2 billion, primarily on behalf of institutional investors. Hendrik is a member of the World Bank Private Sector Investment Lab. He serves on the Glasgow Financial Alliance for Net Zero Principals Group and its Africa Advisory Council. He is the Lead Independent Director of Naspers Limited and its European subsidiary, Prosus. Hendrik holds an MPhil in Economics and Politics of Development from Cambridge University and an MCom in Economics (cum laude) from Stellenbosch University.

Sam Alexander, Managing Director, UK Country Officer and UK COO, DWS
Sam is the UK Country Officer and Chief Operating Officer for DWS UK and was appointed as CEO of DWS Investments UK Ltd in early 2025. Sam is responsible for oversight of DWS UK and its contribution to DWS Group corporate strategy. Alongside a focus on governance and operational matters, Sam is a keen supporter of talent and inclusion initiatives at DWS UK. Sam joined Deutsche Bank originally in 2011.
Prior to joining Deutsche Bank, Sam held positions in operations and change management at Barclays Capital, Rabobank, Credit Suisse and JP Morgan over a period of 20 years.

Guy Henriques, President - Europe and Asia Client Group, Capital Group
Guy Henriques is President of Europe and Asia Client Group at Capital Group. He has 36 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Guy was head of UK distribution and CEO for Latin America at Schroders. Before that, he was head of asset management at the Bank for International Settlements. He holds a bachelor’s degree in Sanskrit from the School of Oriental and African Studies at London University. Guy is based in London.

Saker Nusseibeh, CEO, Federated Hermes Limited
Saker Nusseibeh is chief executive offi cer (CEO) of Federated Hermes Limited, the London headquartered business of Federated Hermes, Inc. He is also a member of the Federated Hermes, Inc. Executive team. Saker was appointed CEO of Hermes Investment Management in November 2011, prior to its acquisition by Federated Investors, Inc. in 2018, having joined the firm as chief investment officer (CIO) in June 2009. Previously, he was Global Head of Equities at Fortis Investments, having initially been appointed to the fi rm as CIO Global Equities in 2005. Before this, he was CIO of Global Equities and Head of Marketing for SGAM UK. This role followed SGAM’s acquisition of Trust Company of the West (TCW), where Saker was a Managing Director, running global and international strategies, as well as managing TCW’s London office. He started his career at Mercury Asset Management in 1987.

Saker is the founder of the 300 Club, a group of leading CIOs and investment professionals who seek to challenge investment orthodoxy. He is a council member of the Integrated Reporting and Connectivity Council at the IFRS Foundation, the International Finance Corporation, the FCA-PRA Climate Financial Risk Forum and the Institute for Fiscal Studies. He sits on the UN Business and Human Security Initiative Advisory Board and was on the Financial Services Culture Board (FSCB), formerly the Banking Standards Board, which was created as a result of a Parliamentary inquiry to restore trust in the UK banking industry. Saker is also an Advisory Council Member of the Impact Investing Institute and on the Making London a Living Wage steering group. He is a member of the Chancellor’s Circle of St Mary’s University and is on the advisory Board of the National Youth Orchestra.

Saker received several awards including CEO of the Year at the Global Investor Investment Excellence awards in 2015 and again in 2018 in the Financial News Asset Management Europe awards. He was named European Personality of the Year in 2020 at the Funds Europe Awards and was awarded a CBE (Commander of the Order of the British Empire) in the Queen’s 2020 New Year’s Honours list for services to Responsible Business and Finance. He has a bachelor’s degree and Ph.D. in Medieval History from King’s College, University of London.

Nasreen Kasenally, UK CEO and Global Chief Operating Officer, UBS Asset Management
Nasreen was appointed COO and Country Head in May 2023 and is responsible for all global AM business support functions for the division and for overseeing all AM business conducted in the UK. Since joining UBS in 1999 she has held various senior risk roles across the firm.

Tom Quaadman, ‪Senior Vice President Economic Policy, U.S. Chamber of Commerce
Thomas Quaadman is executive vice president of the U.S. Chamber Center for Capital Markets Competitiveness (CCMC), the Chamber Technology Engagement Center (C_TEC), and the Global Innovation Policy Center (GIPC). Quaadman oversees the Center’s policy and lobbying operations. He also works with CCMC staff to create and execute legislative, regulatory, and judicial strategies to reform the financial regulatory system and support policies for efficient capital markets.

Quaadman headed the Chamber’s efforts on the Dodd-Frank Wall Street Reform and Consumer Protection Act and the Jumpstart Our Business Start-Ups Act (JOBS Act). In addition, he formed and managed several coalitions, including the Corporate Governance Coalition for Investor Value and the FIRCA coalition on the convergence of domestic and international accounting rules. In directing the Chamber’s work on corporate governance, Quaadman led successful efforts to overturn the SEC’s proxy access rules and have a portion of the Conflict Minerals Rule declared unconstitutional.

Galina Dimitrova, Director - Investment and Capital Markets, The Investment Association
Galina is a Director of Investment & Capital Markets at the Investment Association (the “IA”) and a member of the IA Executive Committee.

In her role, she has overall responsibility for the IA’s work on investments and capital markets, including representing investors' interests in the efficient functioning of markets and quality of asset classes, such as Equity, Fixed-income, FX, Infrastructure, and Private Markets. She also has oversight of all IA Special Committees and ETFs, as well as all trading, market infrastructure and investment operations’ matters relevant to IA members.

Central to her portfolio is helping members with the evolving Sustainability & Responsible Investment landscape, including the growth of responsible investment products and strategies, our clients’ changing preference and working together towards an economy, society and planet fit for the future.

Prior to joining the IA in 2014, Galina worked in the investment banking industry and has over 10 years’ experience advising financial institutions across the world on M&A, capital raisings and restructurings, with a particular focus on emerging markets.

Galina sits on the Bank of England FX Joint Standing Committee and TheCityUK Board of Directors. She is also a member of the UK Risk Free Rate Working Group and the FCA’s Disclosures & Labels Advisory Group.

Carol Thomas, Head of Sustainability and Responsible Investment, The Investment Association
Carol started her career in EU regulatory affairs in Brussels before joining the FSA in 2010. Carol’s work at the FSA/FCA spanned pension policy, financial disclosure and leading on life insurance thematic reviews. She also spent a year working for the Irish Department of Finance in Brussels covering financial services files in the European Council. In 2018, Carol joined the Investment Association as a Retail Markets Specialist covering all issues related to the regulation and distribution of retail funds in the UK and across the EU. Following a short period as Head of Asset Management Policy for M&G, Carol re-joined the IA and was appointed Head of Sustainability and Responsible Investment, leading on the full range of sustainability & responsible Investment issues impacting investment management industry today.

Miranda Seath, Director of Market Insight & Fund Sectors, The Investment Association
Miranda leads the team analysing data and trends in UK investment management, producing evidence-based insight to support the IA’s policy agenda. The division provides insight to members and external stakeholders through the Investment Management Survey, retail funds market commentary and investor research. Miranda is also responsible for the IA Sectors, the fund classification scheme designed to help UK investors navigate the retail fund universe.

Miranda joined the IA in May 2019. Before joining, she was Research Director at Platforum and NextWealth, research and consulting firms focused on retail investment distribution.

Sarah Shehabi, Market Insight Manager, The Investment Association
Sarah is a member of the Market Insight & Fund Sectors division, delivering research and analysis to support the IA’s policy agenda. She leads on a number of the IA’s flagship reports including the Investment Management Survey and the Equity, Diversity & Inclusion Survey, and also provides support on the IA’s investor research projects. Sarah has also provided analysis in a number of policy areas including sustainable investment, costs & charges and fund liquidity.

Lorenzo Saa, Chief Sustainability Officer, Clarity AI
Lorenzo is responsible for Clarity AI’s strategic engagements across the globe to enhance investor value and drive sustainable outcomes. Lorenzo joined Clarity AI after over 20 years of being at the forefront of sustainable investments. He held multiple roles at the Principles for Responsible Investment (PRI), driving it from about 300 institutional investors to the over 5,000 it has today. As Head of the PRI Reporting and Assessment he launched the first ever in house global responsible investment reporting framework and led the PRI’s Signatory Relations team which supports existing and new signatories globally. Prior to PRI, Lorenzo held project manager and financial analyst roles at UniCredit and MicroRate, overseeing microfinance initiatives and advising on responsible investments. He also served as an independent consultant for the World Bank and the International Fund for Agricultural Development. He holds a joint MBA/Masters in International Public Policy from SDA Bocconi, Milan and SAIS – Johns Hopkins, Washington, D.C and a BA in Business and Economics from the Università Cattolica, Milan.

Stephen Budge, Partner, Lane Clark & Peacock LLP
Stephen is a Partner at LCP and leads the development of LCP’s DC investment proposition and research alongside client advisory.

Stephen has advised DC pensions schemes for 25 years. During his career, he has had the privilege of advising some of the largest sponsored DC pension schemes in the UK and has advised many of the leading master trust arrangements. Many of these arrangements have been pushing the boundaries of DC investment design, through illiquid holdings or new approaches to DC investment strategy design, leading to two of Stephen’s current clients winning recent innovation awards from Professional Pensions and also Pension Scheme of the Year.

He is actively involved in a number of industry organisations and taskforces which share the same ambition of improving the opportunity for better member outcomes. This includes working with the DCIF on their Advisory Committee, recently leading a workstream for the Productive Finance Working Group and now on the BVCA’s Technical Expert Group.

Maria Nazarova-Doyle, Global Head of Sustainable Investments, IFM Investors
At IFM, Maria leads the Global Sustainable Investment team, supporting the organisation’s drive towards maximising long-term returns while creating positive and wide-ranging benefits for communities around the world. Prior to joining IFM, Maria spent nearly four years as Head of Responsible Investment and Stewardship at one of the UK’s largest pension providers Scottish Widows. She had previously held senior DC pensions investment consulting roles at Mercer and JLT. She is a spokesperson on responsible investment matters, a regular contributor to pension and sustainable finance industry events, a UK Top Green Voice on LinkedIn and a professional awards judge. She was named Sustainability Woman of the Year 2023 by Professional Pensions and a Top 50 Influencer in Sustainable Private Markets by New Private Markets in 2024. She is a member of the UKSIF Board and its Policy Committee, a visiting lecturer at Cambridge Institute for Sustainability Leadership and regularly volunteers on government-led and industry taskforces.

Frances Deakin, Head of Responsible Investment, Local Pensions Partnership Investments
Frances leads LPPI’s Responsible Investment Team. She has oversight of responsible investment (RI) as an integral part of LPPI’s stewardship. Her role incorporates strategy, policy, guidance, advice, and assurance to both LPPI and client pension funds.

Frances has oversight of policies and input on processes which implement LPPI’s commitment to sustainable stewardship which meets practice standards including the UK Stewardship Code and Principles for Responsible Investment. Frances’ participation in investor networks includes membership of the LGPS Scheme Advisory Board Responsible Investment Advisory Group, PLSA Defined Benefit Stewardship Advisory Group and IA Sustainability and Responsible Investment Committee.

Frances joined LPPI in 2016 with 16 years’ experience in public sector financial management via roles in accountancy, partnerships, exchequer, and the Local Government Pension Scheme. She graduated from Lancaster University (BA (Hons), M.Phil.) and is a qualified Chartered Public Finance Accountant.

Sam Monger, Head of Place-Based Impact Investing (PBII), The Good Economy
Sam is The Good Economy’s Head of Place-Based Impact Investing (PBII), and brings 30 years of experience developing, reviewing and delivering investment solutions from both an advisory and investor/developer perspective. Recent clients have included the Scottish National Investment Bank, Midlands Engine, Cardiff Capital Region and Lloyds Bank. Sam also leads TGE’s PBII Network, a unique forum convening leading players from the worlds of local government, Local Government pensions and fund management to develop new approaches to place-based investment.

Shaneera Rasqué, ESG Coordinator for investment funds, Commission de Surveillance du Secteur Financier
Shaneera Rasqué is the ESG Coordinator for investment funds within the Luxembourg supervisory authority, the Commission de Surveillance du Secteur Financier (CSSF). She leads the CSSF ESG Task Force in charge of the supervision of the implementation of sustainability-related provisions in the investment fund industry in Luxembourg. She represents the CSSF in various committees in the field of sustainable finance, such as the ESMA Investment Management Standing Committee.

Shaneera has been with the CSSF since 2018. Prior to that, Shaneera spent nearly 15 years working in the investment fund industry and in academics. She has held various risk management roles in the Luxembourg fund industry and has been part of the Senior Management of a Luxembourg-based Investment Fund Manager. Shaneera has also been an Associate Professor of Finance at the University of Neuchâtel, Switzerland, and a research fellow in behavioural finance at the University of Strasbourg, France.

Shaneera holds a Ph.D. in Finance from the University of Strasbourg and professional qualifications in risk management and ESG investing. Shaneera is also a part-time lecturer in sustainable finance at the University of Luxembourg and at the University of Strasbourg.

Louisa Chender, Technical Specialist - Sustainable Finance Policy, Financial Conduct Authority
Louisa is a Technical Specialist in Sustainable Finance Policy at the Financial Conduct Authority, focusing primarily on sustainability disclosures. This includes leading the introduction of climate-related disclosure rules for asset managers and FCA-regulated asset owners, as well as more recently focusing on the introduction and implementation of the Sustainability Disclosure Requirements and investment labelling regime. She also covers international work through the FCA’s role as co-chair of corporate reporting under IOSCO’s Sustainable Finance Taskforce. This includes work to promote global corporate reporting, assurance and ethics (including independence) standards.

Anna O'Donoghue, Global Head of Product Development and Governance, Schroders
Anna O’Donoghue is Global Head of Product Development and Governance at Schroders. She is responsible for the management of Schroders’ product ranges globally and safeguarding the best interests of Schroders’ investors throughout the product lifecycle. Anna is also a Director on the Schroders Unit Trusts Ltd (SUTL) Board in the UK and Sponsor of the Global Sustainability Regulations Programme. She joined Schroders in March 2019 and is based in London.
Prior to joining Schroders Anna was at AXA Architas Limited, where she spent ten years working in senior roles, including Head of Research and Investment Chief Operating Officer. Previously, she held Investment Analyst positions at BMO Global Asset Management and FundQuest.
Anna holds an MBA from Warwick University and is currently studying for a Masters in Sustainability Leadership at the Cambridge Institute of Sustainability Leadership, which is part of Cambridge University.

Jenny Harrison, Chief Financial Officer, enfinium
Jenny Harrison is Chief Financial Officer at enfinium, a leading energy from waste business that turns unrecyclable waste into homegrown energy. She has held previous roles as Finance Director at UK Power Networks and External Reporting Director at BT Group. Prior to these positions in industry, Jenny spent 20 years within assurance, transaction advisory and sustainability strategy, working across energy, infrastructure and utilities, with Deloitte, Andersen and EY. Jenny is a chartered accountant and Trustee of a Leeds University based sustainability charity, United Bank of Carbon.

Gordon Bennett, Managing Director, Global head of environmental markets, ICE
Mr. Gordon S. Bennett has been Managing Director at Intercontinental Exchange, Inc. since February 2015. Mr. Bennett is responsible for the strategy, sales and product development of ICE’s global environmental portfolio, the world’s largest environmental marketplace.

He is a member of the Board of ICE Endex, ICE Futures Abu Dhabi, Spark Commodities and a member of the Strategic Advisory Board of BeZero Carbon.
He was named Environmental Finance’s sustainable business leader of the year in 2022 and contributes to a wide range of external environmental and energy market initiatives including being a current member of the Steering Committee of the City of London Carbon Market Forum, the Responsible Carbon Finance Advisory Council of the Clean Cooking Association, the Advisory Group for BSI Flex 701 - Nature Markets, the VCMI Stakeholder Forum and the Advisory Board of the University of Cambridge Energy Policy Research Group. He has also served on the Nature Based Solutions Taskforce of the Sustainable Markets Initiative, UNDP Advisory Group for Paris Agreement Investments and the Transition to Net Zero Working Group of the FCA and Bank of England’s Climate Financial Risk Forum.

Prior to ICE, Mr. Bennett spent 12 years at the global energy broker, Spectron, joining as Group Financial Controller. During his tenure at Spectron he held several Board roles including Chief Financial Officer and Chief Executive Officer. After the acquisition of Spectron by Marex he joined the Executive Committee of Marex Spectron in the role of Managing Director and Global Head of Energy.

He is a Fellow of the Institute of Chartered Accountants in England & Wales. He served as a Senior Manager in the Energy, Infrastructure and Utilities division of the accounting firm Arthur Andersen. Mr. Bennett holds a Bachelor of Science Degree (with Honours) in Chemistry from the University of Edinburgh.

Rebecca Idell, Global Markets Structuring, UBS Investment Bank
Rebecca Idell joined UBS in 2016 and is an Executive Director responsible for driving sustainability workstreams in Global Markets Structuring. She has 18 years of financial industry experience holding structuring and product specialist roles at Deutsche Bank, Credit Suisse Asset Management and UBS, working with a global client base. Rebecca holds a Science Bachelor’s degree in Mathematics with Computer Science from the Massachusetts Institute of Technology.

Paul Scaping, Public Policy Specialist, Investment and Capital Markets, The Investment Association
Paul Scaping is a Public Policy Specialist at the Investment Association. He leads the IA’s advocacy work on climate change, nature and the energy transition. In this role he is responsible for the Investment Association’s engagement with policymakers, regulators and other stakeholders to support the development and implementation of effective policies that can accelerate the transition to a low-carbon and climate-resilient economy, while also protecting and enhancing the natural environment and biodiversity. Paul has been at the IA since 2016 and was interim Head of Government Affairs before focusing on the IA’s engagement at COP26. He previously worked in government relations consultancy after starting his career as a parliamentary researcher working for the Liberal Democrat Treasury team.

Sarah Brownlie, Director of Development, Kent Wildlife Trust
Sarah is driven by the belief that we need to integrate nature and climate resilience into our economic systems to build a more sustainable future. Her work focuses on creating scalable, investment-ready solutions for nature recovery through her roles as Programme Director at Wilder Carbon, and Director of Development at Kent Wildlife Trust and Rebuilding Nature. By collaborating with stakeholders across different sectors, Sarah develops approaches that not only protect and restore nature but also provide economic and social value.

Paris Jordan, Head of Responsible Investing, Charles Stanley
Paris Jordan, CFA is the Head of Responsible Investing at Charles Stanley and the Co-Founder of Virtuvest: the responsible investor network. Paris previously worked at Waverton Investment Management where she led the third-party fund research and model management across discretionary and advisory clients. Prior to this, she worked at Sanlam Investments managing over £2bn for retail and institutional investors, as well as developing Sanlam’s Responsible model portfolio range in 2016.

Paris is a member of the FCA’s Advisers Sustainability Group, an Advisory Group member for the Impact Investing Institute and was awarded Best Sustainable Investment Wealth Manager at the Sustainable Investment Awards 2023. She has a BA Hons degree in Politics, Philosophy and Economics, a Sustainable Finance Leadership Certificate from Oxford University, is a CFA Charterholder and holds the CFA ESG Certificate.

Raza Naeem, Financial Regulation Partner, Linklaters
Raza is widely regarded as a specialist in a number of financial services regimes including ESG, MiFID, Brexit, PRIIPs, AIFMD and UCITS.

Raza has also led on and contributed to a number of trade associations, industry forums and Linklaters roundtables / briefings on these topics. Raza is particularly involved in the ESG space and chairs the internal Linklaters’ global ESG working group. He also works closely with the broader Linklaters practice areas, providing regulatory coverage in areas such as derivatives, structured products, funds and employment matters.

Daniel Young, Co-Founder of KnowYourFunds
In 2018 Daniel founded E-Cog, a financial data services firm that uses a proprietary technology platform to provide business insights from real-time regulatory data for financial institutions. Prior to E-Cog, Daniel ran the EMEA Credit Index trading business at J.P. Morgan. Following the Global Financial Crisis, Daniel, as a member of ICE and LCH Clearing Houses’ technical committees, was a key in designing and implementing the required technological transformations to improve market governance and regulation.

Mark Davies, Partner at ESGi
Mark is a London based partner with element22, who developed the ESGi platform to solve clients sustainability data and reporting challenges. Mark's career began managing Data and Risk functions for 15 years in Tier 1 Banks, and prior to joining element22, Mark was General Manager of Avox, an award winning managed service and software company, delivering data solutions to global financial services clients.

Julie Louvrier, Director of Market Expansion EMEA, WeeFin
Julie Louvrier began her career in 2002 after graduating as valedictorian from INSEEC. She quickly moved to London to co-found her first startup, which was later acquired by the TALAN Group. Since then, she has built a dynamic career at the intersection of Finance, Technology and Data — holding leadership roles at companies such as ActiveViam, SuccessData, Opensee, and now WeeFin.

A repeat entrepreneur, Julie’s journey began in tech consulting for financial institutions before transitioning into the world of financial software. Over the years, she has deepened her expertise in data structuring, aggregation, and governance — particularly within risk and front-office use cases for both sell-side and buy-side players.

Her growing interest in ESG was initially personal, influenced by her family circumstances and her role as a board member at the Collège Français Bilingue de Londres. That personal conviction evolved into a professional mission, as she co-led ESG initiatives at Opensee and ultimately chose to fully dedicate her focus to sustainable finance.

In 2024, Julie joined WeeFin to support its UK expansion. The company, European leader in the ESG data management space, recently raised €25M in Series B funding to accelerate its growth across Europe.

PARTNER

Kindly hosted by: 

 

 

UBS Asset Management is a global large-scale and diversified asset manager, with a presence in 23 markets and USD 1.1 trillion in AUM globally as of December 2022. We offer investment capabilities and styles across all major traditional and alternative asset classes – from active to passive including a comprehensive sustainable investing offering – as well as advisory support to institutions, wholesale intermediaries and Global Wealth Management clients.

At UBS Asset Management, we’re focused on helping our clients achieve their sustainable investment and decarbonization objectives. With over 20 years’ sustainable investing expertise at UBS Asset Management, we continue to develop a range of sustainable strategies that are aimed at helping drive positive change, beyond just financial returns. We offer a range of products across asset classes and tailored solutions that span the sustainability spectrum, including ESG integration, tilt toward a specific E, S or G factor, thematic, positive screening, impact or exclusions.

Gold Sponsor: 

enfinium is a leading energy from waste operator with four operational sites in the UK and another two in construction. enfinium diverts 2.3 million tonnes of unrecyclable waste from climate-damaging landfill, putting it to good use by turning it into home grown energy, enough to power 500,000 UK homes. enfinium’s ambition is to transform its facilities into local ‘decarbonisation hubs’ powered by the millions of tonnes of unrecyclable waste the UK will produce for decades to come. Using existing energy from waste infrastructure, enfinium could contribute to heat networks, power industrial energy users, and use carbon capture technology to provide durable, high quality carbon removals which will be critical for the UK to achieve net zero by 2050. For more on enfinium, please visit www.enfinium.co.uk.

 

Gold Sponsor: 

Linklaters is a leading global law firm that specializes in delivering exceptional legal solutions and strategic guidance to the world's foremost financial institutions, corporations, and governments. With a presence in over 20 countries and unrivalled expertise in financial services, Linklaters seamlessly navigates the complexities of the ever-evolving regulatory landscape.


At Linklaters, we are dedicated to fostering innovation and driving progress within the financial industry. Our team of seasoned lawyers and industry experts collaborate closely with clients to address their most pressing challenges, offering insightful counsel on compliance, risk management, transactions, and regulatory issues.

 

 Sponsor and exhibitor opportunities are available for this event. If you are interested please email events@theia.org

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