Events

0900
0915

OPENING REMARKS

Welcome


Introduction to the conference

Gilles Glicenstein
CEO, BNP Paribas Asset Management

Peter Scales
CEO, London Pensions Fund Authority and Chairman, IIGCC

0915
1045

KEYNOTE ADDRESS

Earth in the Balance Sheet

The Hon. Al Gore
former US Vice President and Chairman of Generation Investment Management

The Honorable Al Gore ran for the US Presidency for the first time in 1988 with the key objective of getting climate change onto the political agenda. Since then he has worked tirelessly to raise global awareness. In the process he has collected an extraordinary knowledge of the subject which he has condensed into a compelling presentation.

1045
1115

COFFEE BREAK

1115
1230

TAKING ACTION ON CLIMATE CHANGE: POLICY AND CORPORATE RESPONSE

International and national climate policy – achievements and challenges

The corporate response to climate risks and opportunities (panel discussion)

Jos Delbeke
Director, DG Environment, European Commission
Guillaume Sainteny
Director of Economic Affairs and Environmental Assessment, French Ministry of Ecology and Sustainable Development
David Gardiner
Senior Adviser, UN Foundation

Chris Mottershead
Distinguished Adviser, Energy and the Environment, BP
Alice De Brauer, VP Strategic Environmental Planning, Renault

1230
1400

LUNCH

1400
1500

FIDUCIARY DUTY AND THE ROLE OF INVESTORS

Fiduciary duty and climate change




Results of IIGCC/epn survey of investor attitudes to climate change


The investor response (panel discussion)

Andrew Kirton
Head of Investment Consulting Europe, Mercer Investment Consulting


Liam Kennedy
Editor-in-Chief, European Pensions & Investment News, FT Business Group


David Russell  
Adviser, Responsible Investment, USS
Ariane de Dominicis
Programme Manager, Caisse des Dépôts 
Raj Thamotheram
Director, Responsible Investment, AXA Investment Managers

1500
1600

INTEGRATING CLIMATE RISK AND OPPORTUNITIES INTO INVESTMENT DECISIONS

Broker research on climate change risk and opportunity



Quantifying and assessing climate and carbon risk in portfolios


Property investments and climate change




Clean energy investment opportunities

Marie Luchet and Agnes Blazy
SRI Analysts, CM-CIC Securities


Nick Robins
Head of SRI funds, Henderson Global Investors


Paul McNamara
Director, Head of Research, Prudential Property Investment Managers 


Ian Simm
CEO, Impax Group plc

1600
1630

TEA BREAK

1630
1730

INTERNATIONAL INVESTOR ACTIONS

The IIGCC – creating a European Investor Network

Investor Network on Climate Risk and the UN Investor Summit


Global trends in carbon disclosure  


Principles for Responsible Investment

Stephanie Pfeifer
IIGCC Programme Director

Mindy S. Lubber
President, Ceres


Paul Dickinson
Coordinator, Carbon Disclosure Project

Colin Melvin
Chief Executive, Hermes Equity Ownership Services

1730
1800

MOVING FORWARD - THE CHALLENGE AHEAD

IIGCC Investor Statement on Climate Change

Mobilising European Investor actions on Climate Change: risks, challenges and opportunities

Summary and closing remarks

Rory Sullivan
Head of Investor Responsibility, Insight Investment


Peter Scales
CEO, London Pensions Fund Authority and Chairman, IIGCC


Gilles Glicenstein
CEO, BNP Paribas Asset Management

0900
1030

A TRUSTEE'S GUIDE TO CLIMATE RISK (IN FRENCH)

This session provides pension fund trustees and others with information on the potential for climate change to impact financial risk and returns; it examines the responsibilities of fiduciaries in light of this; and provides a guide to the actions that can be taken to address climate risk and opportunities in investment. This session will be in French.

Thierry Brevet
European Partner, Mercer Investment Consulting, France

Eric Borremans
Head of Sustainability Research, BNP Paribas Asset Management
Guillaume Sainteny
Director of Economic Affairs and Environmental Assessment, French ministry of Ecology and Sustainable Development

0900
1030

A TRUSTEE'S GUIDE TO CLIMATE RISK (IN ENGLISH)

This session wil follow the same format as workshop A, but will be presented in English.

David Russell
Senior Adviser, USS

Emma Hunt
Senior Associate, Mercer Investment Consulting

Mark Kenber
Policy Director, The Climate Group
 
Claudia Kruse
Associate Director, Governance and SRI, F&C Asset Management

0900
1030

INVESTMENT RESEARCH ON CLIMATE RISK AND OPPORTUNITY

This workshop will focus on investment research being done to assess the impact of climate change on valuation. CM-CIC Securities will focus on the impact of climate change on sales, margins and assets in the construction sector. Innovest will present on the implications of climate change for investors in the insurance sector.

Morgan Carval
Analyst, Sustainability Research, BNP Paribas Asset Management

Grégory Schneider-Manoury
Head of SRI Research, CM-CIC Securities

Andy White
Managing Director Research, Innovest

1030
1100

COFFEE BREAK

1100
1230

CLIMATE CHANGE AND PROPERTY INVESTMENT - POTENTIAL IMPLICATIONS FOR ASSET VALUES

This session will review how climate change related policy responses could impact on the present and future values of property investments, and look at the actions that investors might take to protect themselves from a changing investment context for property.

Dr Paul McNamara
Director, Head of Research, Prudential Property Investment Managers 

Jean-Pierre Sicard
Head of Sustainable Development, Caisse des Dépôts 

Gilles Bouteloup
Compliance Safety & Valuation, Managing Director, Axa Real Estate Investment Managers France

1100
1230

CLEAN ENERGY INVESTMENT OPPORTUNITIES

Impax will present a new report, written for IIGCC, which highlights the opportunities for investors in alternative energy markets. This will be followed by a discussion about the experiences different institutional investors have had in making investments in clean energy.

Ken Locklin
Director, Finance and Investment, Clean Energy Group
Ian Simm
CEO, Impax Group plc

Winston Hickox
CalPERS  

Roger E. Clark
Sustainable Development Funds of the Reinvestment Fund (Philadelphia)

1230

CLOSE OF CONFERENCE