Aurum Funds Limited Presents: Alternative ESG Symposium

ESG solutions in a turbulent world

16th MAY 2024

 

 

About the event

In a turbulent landscape and with ever more polarised views our conference aims to cut through the noise and provide practical steps to drive positive change.

By bringing together technical specialists from a range of disciplines, we will provide an informed debate and bridge the gap to address sustainability’s most pressing challenges.

 

Key points

  • Future perspective: transition and tipping points
  • Closing the ESG framework gap
  • Solutions to some of the world’s most pressing sustainability challenges
  • ESG data: Is AI the final frontier?
  • An ESG Policy outlook

Schedule

9:00 AM (60 Min)

Registration

10:00 AM (15 Min)

Welcome

Welcome and scene setting for the day.

Kevin Gundle
Director, Chief Executive Officer
Aurum Research Limited

10:15 AM (55 Min)

Future perspective: Transition and tipping points

An opportunity to take a step back and discuss where are we now, where are we most likely headed in the future and what that means for us all.

Dr Matt Prescott
Director of Research
Lantern Insights
Panelist

Marian D’Auria
Global Head of Risk and Sustainability
Liberty Steel Group
Panelist

Ray Dhirani
Head of Capital Markets Outreach
Marine Stewardship Council and the Aquaculture Stewardship Council
Panelist

Emily Forsyth-Davies
Head of ESG
Aurum Research Limited
Moderator

11:30 AM (50 Min)

Closing the ESG framework gap

With an ever growing number of frameworks available to use, where is the best place to start and how can organisations make the most of their framework.

Rowena Humphreys
Sustainability Leader and Consultant
Panelist

Wendy Walford
Head of Nature and Climate Risk
Legal & General
Panelist

Emlyn Ade Palmer
Head of Sustainable Investing
Albourne Partners
Panelist

Emily Forsyth-Davies
Head of ESG
Aurum Research Limited
Moderator

12:20 PM (50 Min)

The world’s greatest sustainability challenges: Problems and solutions

With growing newsflow around sustainability, what are the biggest concerns to be aware of and how can we overcome the difficulties faced.

Lindsay Camacho
Government Partnerships Manager
Acumen
Panelist

Dr Sam Sinclair
Co-Founder and Director
Biodiversify
Panelist

Chip Cunliffe
Programme and Risk Director
Ocean Risk and Resilience Action Alliance (ORRAA)
Panelist

Kevin Gundle
Director, Chief Executive Officer
Aurum Research Limited
Moderator

14:10 PM (50 Min)

ESG data: Is AI the final frontier?

ESG data continues to be a struggle for sustainability professionals. Will AI enhance the industry or is another approach preferable?

Larry Abele
Founder and Chief Executive Officer
Impact Cubed
Panelist

Michael Sher
Fund Risk Manager and Sustainability Focused Actuary
Panelist

Dr Jimena Alvarez
Research Associate
Environmental Change Institute, University of Oxford
Panelist

Emily Forsyth-Davies
Head of ESG
Aurum Research Limited
Moderator

15:00 PM (55 Min)

An ESG policy outlook

What are the most likely policy changes and interventions to be seen over the next few years and what changes should be implemented to ensure a healthy planet.

Ian Trim
Director
Guidehouse
Panelist

Adam Jacobs-Dean
Managing Director, Head of Markets, Governance and Innovation
The Alternative Investment Management Association
Panelist

Rita Hunter
Financial Services Regulatory Partner and Co-Head of Sustainable Finance and Investment
Hogan Lovells
Panelist

Emily Forsyth-Davies
Head of ESG
Aurum Research Limited
Moderator

15:55 PM

Closing session

Five key takeaways from the day.

Kevin Gundle
Director, Chief Executive Officer
Aurum Research Limited

Speakers

Larry Abele

Impact Cubed, Founder and Chief Executive Officer

Larry started his career at First Quadrant in 1996 working for Rob Arnott before joining Barclays Global Investors (now Blackrock) in the Advanced Strategies Research Group. His next role was at Deuts...
Larry started his career at First Quadrant in 1996 working for Rob Arnott before joining Barclays Global Investors (now Blackrock) in the Advanced Strategies Research Group. His next role was at Deutsche Asset Management as Head of Quantitative Strategies, before founding Auriel Capital Management, a systematic macro and equity hedge fund.

Larry brings advanced quantitative portfolio management expertise to sustainable investing via the founding of Impact Cubed. Larry holds a MPhil in Financial Economics from the University of Cambridge.
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Dr Jimena Alvarez

Environmental Change Institute, University of Oxford, Research Associate

Dr Jimena Alvarez leads the Greening finance for nature workstream in the Resilience & Development Group at the Environmental Change Institute, University of Oxford. She focusses on developing int...
Dr Jimena Alvarez leads the Greening finance for nature workstream in the Resilience & Development Group at the Environmental Change Institute, University of Oxford. She focusses on developing integrated nature-climate scenarios and analytics for financial decision-making as well as scenarios for the Oxford Martin School Programme on Systemic Resilience. She is also a Lillian Goldman Junior Research Fellow at Regent’s Park College, University of Oxford.

Alvarez brings 18 years' experience spanning from engineering, climate change, nature-based solutions, modelling, economics and finance across academia, industry and nonprofit in Latin America, Europe and the United States. She started her career advising the C-suite in strategic corporate planning in an Italian-Argentine holding group. Her research skills comprise quantitative risk analysis, systems analysis and economic/financial analysis.

She holds a degree in Industrial Engineering (BEng and MEng equivalent) from the Instituto Tecnológico de Buenos Aires, an MPhil in Engineering for Sustainable Development from the University of Cambridge and a PhD in Management from Lancaster University.
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Lindsay Camacho

Acumen, Government Partnerships Manager

As Acumen’s government partnerships manager, Lindsay leads key institutional accounts for Acumen with governments and bilateral organizations. She oversees programs in East and West Africa with a fo...
As Acumen’s government partnerships manager, Lindsay leads key institutional accounts for Acumen with governments and bilateral organizations. She oversees programs in East and West Africa with a focus on under-served and marginalized communities, including women, youth and forcibly displaced people. She joined Acumen in 2014 as part of the Office of the CEO, where she led strategic relationship management and special projects for Jacqueline Novogratz. In this role, Lindsay set up and managed the investor relations function for $67M energy access impact fund KawiSafi Ventures.

Prior to Acumen, Lindsay served in the US House of Representatives as a congressional aide. She has also worked in Australia and Japan, working with asylum seekers and teaching English. She holds a master’s degree in Social Business & Entrepreneurship from the London School of Economics & Political Science and a bachelor’s degree from Miami University.
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Chip Cunliffe

Ocean Risk and Resilience Action Alliance (ORRAA), Programme and Risk Director

Chip leads the development of ORRAA’s Project Portfolio Pipeline to catalyse, scale and accelerate investment into coastal and marine natural capital, delivered by ORRAA members and partners. He spe...
Chip leads the development of ORRAA’s Project Portfolio Pipeline to catalyse, scale and accelerate investment into coastal and marine natural capital, delivered by ORRAA members and partners. He spent 10 years working at AXA XL, identifying ways in which risk transfer mechanisms and finance solutions can be best used to build resilience to ocean related risks. He established AXA’s Ocean Risk Initiative which included developing and launching a Coastal Risk Index to integrate coastal ecosystems into insurance risk models; working with partners to develop the scientific basis to create a mangrove insurance product; as well as identifying insurance pathways to prevent Illegal, Unreported and Unregulated (IUU) fishing.
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Marian D’Auria

Liberty Steel Group, Global Head of Risk and Sustainability

Marian is the Global Head of Risk & Sustainability at Liberty Steel Group – a global steel manufacturer with an ambition to be carbon neutral by 2030. Marian was previously Managing Director at ...
Marian is the Global Head of Risk & Sustainability at Liberty Steel Group – a global steel manufacturer with an ambition to be carbon neutral by 2030. Marian was previously Managing Director at Redington and, before that, led Deloitte’s Trustee Advisory business. Marian is a Fellow of the Institute & Faculty of Actuaries and a member of the Global Association of Risk Professionals, with a certificate in Sustainability & Climate Risk Management. She has over 20 years’ experience in risk management, sustainability, governance, and investment consulting, and is the co-author of an award-winning paper on integrated risk management frameworks for institutional investors. Marian also sits on the Board of USS Ltd, a c. £80bn pension fund.
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Ray Dhirani

Marine Stewardship Council and the Aquaculture Stewardship Council, Head of Capital Markets Outreach

Ray is a sustainable finance professional and leads the Marine Stewardship Council (MSC) and the Aquaculture Stewardship Council (ASC)'s capital markets outreach strategy. He recently joined MSC and A...
Ray is a sustainable finance professional and leads the Marine Stewardship Council (MSC) and the Aquaculture Stewardship Council (ASC)'s capital markets outreach strategy. He recently joined MSC and ASC after working for Tribe Impact Capital and after a decade at WWF, the global environmental NGO. At Tribe, Ray headed the impact management function and, at WWF, he led the UK's sustainable finance team. During his time at Tribe and WWF, Ray worked across areas such as climate change, forests, oceans, and biodiversity finance.

Ray was instrumental in the production of Our Planet: Too Big to Fail, a multi award winning film produced by Silverback Films, focussed on what the finance sector can do to help safeguard our natural world - both on land and at sea.

Previously, Ray spent eight years in the global markets division of Merrill Lynch in New York specializing in foreign exchange and short interest rates. He led senior relationships with hedge fund and real money clients from around the world and, later, also made markets and held risk positions for the Bank.

Ray holds a BSc. in Economics from the Wharton School of the University of Pennsylvania and a MSc. in Environment & Development from the London School of Economics. He has sat on two non-executive boards - Parmenion’s Ethical Oversight Committee as well as WHEB Asset Management’s Advisory Committee. He currently serves as a parent governor for the Pirbright Village Primary School.

Ray speaks some Spanish, French, and Gujarati and, when not delving into the exciting field of sustainable finance, he enjoys a walk in the woods with his children or a quick game of tennis.
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Rowena Humphreys

Sustainability Leader and Consultant

With over 15 years of expertise in sustainability and Corporate Social Responsibility, Rowena is a seasoned sustainability consultant. Most recently she spearheaded the establishment and leadership of...
With over 15 years of expertise in sustainability and Corporate Social Responsibility, Rowena is a seasoned sustainability consultant. Most recently she spearheaded the establishment and leadership of the Sustainability function at Smart Pension, and now designs and executes sustainability and climate strategies and reporting for companies across the renewable energy, financial services, and technology sectors. Rowena’s experience spans sub-Saharan Africa, Asia Pacific and the Caribbean with clients including UN agencies, global consultancies, and nonprofits. Her work continues to drive substantial contributions towards a sustainable future and elevate companies' success by seamlessly integrating ESG principles into their operations. Rowena’s professional expertise is supported by an MSc in Environmental Management Development, specialising in natural resource management.
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Rita Hunter

Hogan Lovells, Financial Services Regulatory Partner and Co-Head of Sustainable Finance and Investment

Rita is a partner in our regulatory practice and Co-Head of the Sustainable Finance and Investment practice. She advises on UK and EU law and regulation with a particular focus on ESG regulation. She ...
Rita is a partner in our regulatory practice and Co-Head of the Sustainable Finance and Investment practice. She advises on UK and EU law and regulation with a particular focus on ESG regulation. She advises banks, asset managers, private equity firms, corporates and insurers in connection with their regulatory obligations under the Sustainable Finance Disclosure Regulation (SFDR), Taxonomy Regulation, Corporate Sustainability Reporting Directive (CSRD), MiFID, MiFID II, MAR, and AIFMD.
Rita has wide-ranging experience in advising clients in the wholesale and retail investment markets, helping them understand and manage legal risks associated with operating in the sector. She also advises on the implications of ESG laws and regulations on financial and non-financial institutions and has extensive experience advising on and implementing the requirements of the SFDR and the Taxonomy Regulation.
Rita leads global ESG regulatory implementation projects and is involved in assisting clients with making strategic decisions regarding their ESG positioning. She also leads ESG regulatory developments and horizon-scanning projects to assist clients to remain up to date regarding their cross-border regulatory obligations and regularly participates in speaking engagements and training sessions relating to key pieces of ESG regulation.
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Adam Jacobs-Dean

The Alternative Investment Management Association, Managing Director, Head of Markets, Governance and Innovation

Adam Jacobs-Dean joined The Alternative Investment Management Association (AIMA) in February 2013 and is Managing Director, Global Head of Markets, Governance and Innovation. Prior to joining AIMA, he...
Adam Jacobs-Dean joined The Alternative Investment Management Association (AIMA) in February 2013 and is Managing Director, Global Head of Markets, Governance and Innovation. Prior to joining AIMA, he worked at the International Swaps and Derivatives Association (ISDA), where he focused on European regulatory initiatives dealing with OTC derivatives markets, notably the review of the Markets in Financial Instruments Directive (MiFID).
Adam started his career at the UK Financial Services Authority (FSA), where he worked in both policy and supervisory roles. He also undertook a number of projects for the Committee of European Securities Regulators (CESR). In 2009 he was seconded from the FSA to the European Commission in Brussels, where he worked on Solvency II.
Adam has an MA in German and French from the University of Cambridge and an MSc in European Policy and Management from Birkbeck.
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Emlyn Ade Palmer

Albourne Partners, Head of Sustainable Investing

Emlyn leads Albourne’s Sustainable Investing Practice and has spent more than 20 years in senior roles in the Alternative Investments industry, mostly at Saguenay Strathmore Capital, a fund of funds...
Emlyn leads Albourne’s Sustainable Investing Practice and has spent more than 20 years in senior roles in the Alternative Investments industry, mostly at Saguenay Strathmore Capital, a fund of funds manager and advisor, where he was Partner and COO. He was founding COO of Endeavour Capital Management, a relative value fixed income hedge fund, from 2000 to 2003. Prior to joining Albourne, Emlyn was at Keomo Investments, a company he founded principally to originate investments in Sub-Saharan Africa, and also CFO of Copper Street Capital. He has a B.Eng (Hons) from Fourah Bay College, the University of Sierra Leone and an MSc in Business & Management Research from Henley Business School, the University of Reading. Emlyn is a Chartered Accountant (FCA), having trained at Deloitte in London during the early 1990s.
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Dr Matt Prescott

Lantern Insights, Director of Research

...
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Michael Sher

Fund Risk Manager and Sustainability Focused Actuary

Michael is an actuary with 25 years’ experience, primarily focusing on risk management and strategy in financial institutions. Over his career he has worked with a wide range of stakeholders from bo...
Michael is an actuary with 25 years’ experience, primarily focusing on risk management and strategy in financial institutions. Over his career he has worked with a wide range of stakeholders from both a consulting and in-house perspective, most recently with UK pension schemes above £20bn in AUM. Michael’s focus on innovation and drive for positive change have been key to his career success and most recently his attentions have been focused on systemic risks, including ESG, cyber security, and climate modelling. This has given Michael a unique perspective on these emerging areas, often characterised by questions with no easy answers or robust historical data, allowing him to help organisations make higher quality decisions and improve outcomes.

Away from his day job, Michael is a transformative leadership coach, with a focus on increasing value through interpersonal relationships, and supports people managing neurodiversity in their personal and professional lives. He also contributes to the Institute and Faculty of Actuaries Sustainability board and cross-industry risk forums, where his insights are valued in the profession and broader industry.
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Dr Sam Sinclair

Biodiversify, Co-Founder and Director

Dr Sam Sinclair is a co-founder and director of Biodiversify, a consultancy which specialises in developing landscape-level plans for nature and supporting the private sector in developing nature-posi...
Dr Sam Sinclair is a co-founder and director of Biodiversify, a consultancy which specialises in developing landscape-level plans for nature and supporting the private sector in developing nature-positive strategies. Sam spent a decade working in conservation across Africa which culminated in a PhD at Imperial College London where he studied the social factors in biodiversity decision making. He drew from this expertise to help lead Biodiversify to the forefront of the nature positive movement by developing biodiversity strategies for some of the largest and most advanced companies in the world. This work has included delivering Kering's Science Based Targets for Nature Pilot, collaborating with Tetra Pak to produce their biodiversity approach, and using landscape level planning to guide the design of some of Europe's biggest infrastructure projects.
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Ian Trim

Guidehouse, Director

Ian is currently undertaking a PhD at Anglia Ruskin University’s Global Sustainability Institute, looking at how companies are integrating biodiversity and natural capital risks into their corporate...
Ian is currently undertaking a PhD at Anglia Ruskin University’s Global Sustainability Institute, looking at how companies are integrating biodiversity and natural capital risks into their corporate strategies. He continues to work part-time at the consultancy Guidehouse and has 20 years’ experience in developing and delivering low carbon and sustainability programs in both the public and private sector.

Prior to Guidehouse, Ian spent a decade in the UK Government developing policy solutions both for the UK and internationally with the Department of Energy and Climate Change (DECC) and the Foreign and Commonwealth Office (FCO). He headed up the UK Government’s Global Carbon Markets team acting as the UK’s lead negotiator on carbon markets at the Paris COP and was part of the International Civil Aviation Organization’s working group for CORSIA. He earlier developed domestic policy focused on industrial and household energy efficiency. From 2011 to 2014, Ian worked for the FCO as the UK’s lead in Russia on climate and environment issues, running projects, and engaging Russian ministries and businesses on low carbon and energy efficiency issues.
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Wendy Walford

Legal & General, Head of Nature and Climate Risk

Wendy Walford is Head of Nature and Climate Risk for Legal & General, a UK based financial services provider. Legal and General is a global provider of retirement solutions to corporates and indiv...
Wendy Walford is Head of Nature and Climate Risk for Legal & General, a UK based financial services provider. Legal and General is a global provider of retirement solutions to corporates and individuals, and our skills lie in asset management and origination, longevity risk and technological innovation.

As Head of nature and climate risk for the Group, Wendy supports the delivery of the group’s goals and commitments, with a specific responsibility for the development of the group wider risk management framework to support inclusion of the financial risks from climate change. Her role also spans the Group’s strategic response to Climate risk, the governance framework, and the metrics and targets.

Wendy brings significant experience of application of actuarial techniques in climate related issues, alongside over 15 years of post-qualified experience of working in life insurance. She is also a member of the IFoA sustainability Board, where she is co-lead for policy and regulation.
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Your hosts

Kevin Gundle

Aurum Research Limited, Director, Chief Executive Officer

Kevin is a founding member of Aurum Fund Management Ltd. and Chief Executive Officer of Aurum Funds Limited (“AFL”) and Aurum Research Limited (“ARL”), the research arm of the Aurum Group. He ...
Kevin is a founding member of Aurum Fund Management Ltd. and Chief Executive Officer of Aurum Funds Limited (“AFL”) and Aurum Research Limited (“ARL”), the research arm of the Aurum Group. He is also a Director of several of Aurum’s Bermuda listed offshore funds. Kevin has been investing in the alternative investment industry for almost 30 years and oversees ARL’s research, risk and investment processes. Kevin is a patron of the One to One Children’s Fund and co-founder of Ark. He holds a Bachelor of Engineering (Hons) degree in Computer & Control Engineering.
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Emily Forsyth-Davies

Aurum Research Limited, Head of ESG

Emily joined ARL in 2020 as Head of Environmental, Social and Governance (“ESG”) and is responsible for Aurum’s ESG approach, from both a corporate and investment perspective. Prior to joining A...
Emily joined ARL in 2020 as Head of Environmental, Social and Governance (“ESG”) and is responsible for Aurum’s ESG approach, from both a corporate and investment perspective. Prior to joining ARL, Emily worked at River and Mercantile Solutions for six years, where she was a pensions investment consultant specialising in ESG. Emily provided regulated investment advice to UK pensions schemes and was a founding member of the Group ESG Committee, where she helped to shape both the corporate and client approaches to ESG. She is a qualified actuary and holds the CFA UK Certificate in ESG Investing.
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Location

QEII Centre
Broad Sanctuary
Westminster
London
SW1P 3EE

 

Nearest London Underground Stations:

St. James’s Park – 4 mins walk

Westminster – 5 mins walk

Victoria Station – 14 mins walk

Mainline Rail Stations:

Charing Cross – 12 mins walk

Victoria – 14 mins walk

Waterloo – 18 mins walk

Banner image source: Alifa Haque, “Bangladesh fishing boats”.