A ‘Good Money Week’ event for financial advisers and retail financial services professionals.
Date: Thursday, 19 October (pm)
Conference timings: 1.45 for 2.00 start – 6.00
Drinks reception: 6.00 – 8.00
Location: The Terrace Gallery Rooms, Museum of London, 150 London Wall, London, EC2Y 5HN
Content: Delegates will attend a combination of presentations, small group ‘fund manager led’ round table sessions, an interactive panel/Q&A discussion and a drinks reception. The event will focus on understanding the diverse and growing opportunities in sustainable, responsible and ethical investment.
Agenda:
- 1.45 Arrive
- 2.00 Welcome and introduction – Julia Dreblow founder sriServices & Fund EcoMarket
- 2.15 SRI Market overview – Simon Howard, CEO UKSIF market update
- 2.30 Fund Manager round table meetings – (with coffee break) see below
- 4.40 Guy Turner – founder Trove research ‘Sustainability and performance: identifying the opportunities’
- 5.00 – 6.00 Panel / Q&A discussion session
- 6.00 – 8.00 Drinks reception
Fund Managers round table sessions will be hosted by the following:
- Liontrust– ‘Exploiting sustainability themes for the benefit of investors’ .
- Speaker: Mike Appleby, Investment Manager Sustainable Futures funds
- Rathbones – ‘Addressing climate change, inequality and affordable housing through funds and discretionary fund management.’
- Speakers: Bryn Jones, Head of Fixed Income and Manager of the Rathbone Ethical Bond Fund, Perry Rudd, Head of Ethical Research, Rathbone Greenbank Investments
- Sarasin & Partners – ‘Responsible ownership – how successful engagement benefits both investors and companies’.
- Speaker: Paul Fairbrother, ESG Product Specialist
- TriodosInvestment Management – ‘Investing for a happier, healthier future’ .
- Speaker: Adam Robbins, Senior Investor Relations Manager
- Unicorn Asset Management – ‘Finding ethically acceptable higher income UK small and mid cap stocks’ .
- Speakers: Simon Moon, Frasier Mackersie, joint Fund Managers UK Ethical Income Fund
Speakers will be joined on the panel session by:
- Claudia Quiroz – Climate Assets fund manager at Quilter Cheviot
- Stuart Ryan – investment research manager at RSMR
- Peter Webster – Vigeo EIRiS / EIRiS Foundation
Cost: Free for financial advisers and retail financial services professionals thanks to our fund manager supporters.
Event organisers: sriServices (with kind support from LGBR/Unicorn)
To sign up please click on the link below.
If you have any questions please contact Julia@sriServices.co.uk
