- Managing Risks and Opportunities

Transcription

1 PMI Technical Seminars Climate Issues and Today s Trustee - Managing Risks and Opportunities Tuesday 5 th December 2017 KINDLY HOSTED BY: MEDIA PARTNERS

2 The Event The Climate Issues and Today's Trustees seminar is a one-day event taking place in London at BNP Paribas Asset Management (EC2V 7BP). The conference theme is climate change where we discuss the following topics: Investing and Climate Change: TPR's new guidance and the legal framework Climate issues in investment decisions: How the law is shaking up business as usual Managing Climate Change investment risks: practical solutions Invest Wisely Pension Fund - putting the debate into practice Climate issues and today's trustee: what next? Event Format Half a Day Conference 60 + Delegates Speakers Networking Session PMI Accreditation This event counts as 3 hours of CPD. Who Should Attend Pensions Professionals Fund managers Retirement professionals Trustees Investment Managers Portfolio Managers Head of Sustainability Lawyers Head of Strategic Litigations Finance Directors CEOs COOs Sir Steven John Webb Director of Policy, Royal London - MP ( ) 'I have been involved in PMI annual conferences for several years, as well as taking part in regional PMI events. These events always have a range of expert speakers and provide a good opportunity for networking and stimulating new ideas. I recommend PMI and its events to anyone seeking an in-depth knowledge of pensions issues as part of their ongoing career development'.

3 Speakers Visit our website for more details Tim Middleton Technical Adviser PMI Helena Vines Fiestas Head of Sustainability Research BNP Paribas Asset Management Simon Howard Chief Executive UK sustainable Investment and Finance Association Jennifer Anderson Investment Manager TPT Retirement Solutions Ralph McClelland Partner Sackers Natalie Smith Strategic Litigation ClientEarth Stephanie Pfeifer Executive Director IIGCC Panel Chair Kajetan Czyz Programme Director, Sustainable Finance University of Cambridge Institute for Sustainability Leadership For content development and speaking opportunities, contact us on: Delegate Fees MEMBERS 225+VAT TRUSTEE GROUP 99+VAT NON MEMBERS 325+VAT EARLY BIRD UP UNTIL 25 TH OCTOBER

4 Event Schedule REGISTRATION & COFFEE Chair s Introduction Brief overview of the agenda/housekeeping Tim Middleton Technical Adviser, PMI Keynote address Introduction to the issues Positioning of the issues facing trustees and pension scheme managers Simon Howard Chief Executive UK sustainable Investment and Finance Association Investing and Climate Change: TPR s new guidance and the legal framework Getting to grips with the Pension Regulator s investment guidance Legal risk and the Law Commission s report Framing the conversation - when do ethical issues matter? Ralph McClelland Partner Sackers Climate risk in investment decisions: How the law is shaking up business as usual ClientEarth s referral to the Pensions Regulator - climate risk in investment strategies Emerging legal opinion What do the financial regulators have to say? Natalie Smith Strategic Litigation ClientEarth Managing Climate Change investment risks: practical solutions What are the carbon-related investment risks - and opportunities? How are asset managers addressing these issues? Examples of collaborative initiatives Helena Vines Fiestas Head of Sustainability Research BNP Paribas Asset Management COFFEE

5 Visit our website for more details Session 4: Invest Wisely Pension Fund putting the debate into practice. Attendees to be presented with a hypothetical trustee board scenario outlining the investment and ethical issues facing Invest Wisely Pension Fund and the considerations that the trustees now need to address. Smaller groups (of no more than 8) will be asked to consider a number of questions in light of the hypothetical scenario. For example: Are there any liability risks associated with the above scenario? If so, to whom? What, if anything, could the trustees themselves be doing to address members concerns? What, if anything, could the trustees be directing their fund managers to be doing? Chaired by ClientEarth PANEL DISCUSSION Climate risk and today s trustee: what next? Ralph McClelland, Associate Director, Sackers Natalie Smith, Strategic Litigation, ClientEarth Helena Vines Fiestas, Head of Sustainability Research, BNP Paribas Asset Management Jennifer Anderson, TPT Retirement Solutions Kajetan Czyz, Programme Director, Sustainable Finance Organisation: University of Cambridge Institute for Sustainability Leadership Stephanie Pfeifer, Executive Director, IIGCC, Panel Chair Chaired by IIGCC Chair s closing remarks Tim Middleton Technical Adviser, PMI LUNCH

6 The Venue BNP Paribas 5 Aldermanbury Square London EC2V 7BP Contact If you would like to receive further details regarding sponsorship, attendance, or speaking opportunities, please contact our events team on: events@pensions-pmi.org.uk or call directly on Website:

7 PMI BOOKING FORM Please complete one form per delegate and return to the address or fax number below. DELEGATE DETAILS (as you wish them to appear on your badge) Event Attending Title First name Surname Job title Company Address Telephone PMI membership number Delegate Category (eg Affiliate, Student, etc) Dietary requirements Please would you kindly tell us how you heard about this seminar Postcode Declaration I have read and agree to the terms and conditions of registration and cancellation. Signed Date this form is not valid unless signed I do not wish to receive information about future PMI events and services I do not wish my mailing details to be disclosed to a third party TERMS AND CONDITIONS The PMI reserves the right to make modifications to the programme(s) and administrative arrangements in the event of special circumstances. In the event of written cancellation six weeks before the event, 80% of the fee will be refunded. No fees are refundable after this date though it will be possible to substitute a delegate OF THE SAME FEE CATEGORY up to the day of the event. If the seminar cannot be held for any reason, the PMI's liability will be limited to a refund of the appropriate seminar fee only. Confirmation of booking, final event programme and other details will be issued two weeks prior to the event date. Please note that payment must be received before the event is held. PROCESSING OF YOUR PERSONAL DATA Information provided by you on this form will be processed by PMI Services Ltd and used for the purposes of: providing the goods and services ordered by you, and for billing and accounts sending you information about our other services and offers. METHOD OF PAYMENT - please tick the appropriate box Payee Individual or Organisation OPTION 1 Cheque I enclose a cheque made payable to The Pensions Management Institute OPTION 2 BACS I have made my payment by BACS I have included the participant s name(s), company details and the invoice number (if applicable) in the transmission details. I have sent a copy of this booking form to PMI House I have sent the BACS payment to: HSBC Bank plc, 100 Old Broad Street, London EC2N 1BG Sort code Account number OPTION 3 Please debit the following account with (Total amount) Credit Card Card type: Visa Mastercard Delta Switch/Maestro Solo Amex Card number Valid from Valid until Name (as shown on card) Billing address (if different from delivery address) 3 digit security code (4 for Amex only) FEES/CATEGORIES PMI Members + 20% VAT Non Members + 20% VAT Please see Seminar/Conference details for the price of the event you are attending. The VAT reg. no. is The fee includes all seminar literature, refreshments and lunch. Please complete and return this form to: Pensions Management Institute Floor 20 Tower Old Broad Street London EC2N 1HQ Enquiries: or events@pensions-pmi.org.uk For Office Use Only Payee code = =

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