A reflection on portfolio performance and looking ahead beyond the US election
– Damien Lardoux, Head of Impact Investing (EQ) & David Rowlett, Fund Manager (T. Rowe Price) (Q&A)
Q&A: What to expect from the FCA’s new sustainable investment regulation
– Louisiana Salge, Head of Sustainability (EQ).
The financial advice process & how to speak confidently about sustainability
– Greg Davies, Head of Behavioural Innovation (Oxford Risk)
Panel discussion: Successfully implementing sustainability from the adviser perspective
– Sophie Kennedy (EQ) is joined by Greg Davies, Head of Behaviour Innovation at Oxford Risk and 3 financial planners
Theme: Healthcare – Demystifying pharma
Introduction to the healthcare theme
– Damien Lardoux, Head of Impact Investing (EQ)
Access to Medicine Foundation: bringing light to leaders and laggards
– Avanti Gupta, Investor Engagement Manager, ATMF
Theme: Banks – A sector in transition
Introduction & how EQ is engaging with banks
– Louisiana Salge, Head of Sustainability (EQ)
NatWest: Financing change through social bonds
– Gabriella Dispenza – Head of ESG and Rating Agency IR, NatWest Group
Panel discussion: The impact of banks on climate change
– Share Action (Kelly Shields – Senior Campaign Manager: Banks & Climate), NatWest (Maria Carvalho – Head of Climate Economics & Data), T. Rowe Price (Matt Lawson – Impact Bond Fund Manager)
WHO SHOULD ATTEND?
All delegates with the following titles are welcomed:
Independent Financial Advisers – Financial Advisers – Investment Advisers – Heads of Financial Planning – Paraplanners – Financial Planners
Inspiring discussions on aligning investments with impact at the EQ Sustainable Investing Summit, with great insights from some of the sharpest thinkers in sustainable investing.
Rob Parker | Parker Financial Advice
I have attended EQ’s Annual Sustainability Summit the past couple of years and have found them to be thought-provoking and informative, with a good blend of speakers from both inside and outside the profession. We have been working with EQ for the past couple of years and have been impressed with the support they have provided us. They are an integral part of our investment proposition and are always available to assist when needed, whether that be a technical discussion on sustainable investing or dealing with specific client queries.
Simon Evans | Clear Future Financial Planners
EQ Investors, a force for good in our world. The conference, a celebration of sustainable investment.; equipping me with understanding and the tools to present it confidently to my clients.
Liz Mackenzie | Grange IFA
The EQ Sustainability Summit was well worth the trip. An excellent opportunity to meet other likeminded planners, share ideas and hear first-hand from the EQ team and others about impact investment.
Julian Parrott | Ethical Futures
Thank you EQ Investors for an excellent, and timely conference. Always good to be in the room with intelligent, interesting and passionate contributors. What the world needs now are people who resolutely hold onto their values, at a time when it can become easy to get distracted into less savoury profits.
Richard Hunter | RH Wealth Ltd
It was really good to spend an afternoon with, and hear insights from asset managers and other industry experts, not to mention like-minded advisers. It’s great when the content matches your expectations.
Jessica Lyons | Black Swan Financial Planning
EQ run dynamic, interesting events. Perfectly paced with lots of interesting and useful content. One for anyone in this industry whether you are sustainably focused or simply wish to find out more.
Jai Street | Mindful Wealth
It’s great to hear on both the investment focus and the sustainability focussed and how EQ bring these areas together. Hearing from both differing users as well as from underlying investments and tools really shows EQ’s scale and specialism in this space.
Roy Coulson | Attivo