What

Join Truvalue Labs for our fourth ESG Investing Forum for thought-provoking, engaging discussions with industry leaders on ESG investing trends. Come network with thought leaders in the heart of the City of London. This is a complimentary afternoon event for investment professionals. 

Our prior forums have had waiting lists, so we would encourage you to register soon to reserve your seat.

Where

One Moorgate Place
Chartered Accountants Hall
1 Moorgate Place
London EC2R 6EA
United Kingdom
 

Get Directions

Speakers

World-class speakers to be added on a continuous basis on the latest ESG topics, groundbreaking research and trends.  See the speakers from our last forum here.

Robert Eccles

Visiting Professor
Saïd Business School
University of Oxford

Huub van der Riet

Head of Thematic Equity
NN Investment Partners

Daniel Brooksbank

Editor
Responsible Investor

Michael Viehs

Associate Director, ESG Integration
Hermes Investment Management

Julie Hudson

Global Head of ESG Research
UBS Investment Bank

Ben Caldecott

Director, Oxford Sustainable Finance Programme
Associate Professor, Smith School of Enterprise and the Environment
University of Oxford

Helen Price

Investment Officer
Brunel Pension Partnership Ltd.

Witold J. Henisz

Professor of Management
The Wharton School
University of Pennsylvania

Thomas Kuh

Head of Index
Truvalue Labs

Costanza Consolandi

Associate Professor of Corporate Finance
Department of Business and Law
University of Siena

Justin Kew

Sustainability Manager
Carmignac

Hans Stegeman

Head of Investment Strategy and Research
Triodos

Andrew Medhurst

Volunteer and Climate Activist
Extinction Rebellion

Stephen Malinak

Chief Data & Analytics Officer
Truvalue Labs

Aaron Yoon

Assistant Professor
Kellogg School of Management
Northwestern University

Jeff Cohen

Institutional Product Strategist
SASB

Jim Hawley

Head, Applied Research
Truvalue Labs

Hendrik Bartel

Chief Executive Officer
Truvalue Labs

Ben Constable

Sustainable and Impact Investing
M&G Investments

Agenda

Sessions are designed to be engaging and lively with talks, interactive panel discussions on challenges to the status quo and research spotlights.

1:00 - 1:30 pm

Registration

Check in and pick up your badge.

1:30 - 1:40 pm

Welcome

Hendrik Bartel, CEO of Truvalue Labs

1:40 - 2:10 pm

Keynote Panel

Avoiding Meaningless Progress: Extinction Rebellion and the Investment Community

  • Interviewer: Daniel Brooksbank, Editor, Responsible Investor
  • Robert Eccles, PhD, Visiting Professor, Saïd Business School, University of Oxford
  • Andrew Medhurst, Volunteer and Climate Activist, Extinction Rebellion
  • Ben Constable, Sustainable and Impact Investing, M&G Investments

2:10 - 2:55 pm

Practitioner’s Panel

Emerging Best Practices in ESG Integration

  • Moderator: Jeff Cohen, Institutional Product Strategist, SASB
  • Michael Viehs, PhD, Associate Director, ESG Integration, Hermes Investment Management
  • Helen Price, Investment Officer, Brunel Pension Partnership Ltd.
  • Justin Kew, Sustainability Manager, Carmignac

2:55 - 3:15 pm

Research Spotlight

ESG, Material Credit Events, and Credit Risk

  • Witold J. Henisz, PhD, Professor of Management, The Wharton School, University of Pennsylvania

3:15 - 3:30 pm

Break

3:30 - 4:15 pm

Practitioners’ Panel

Incorporating the SDGs into Investment Strategies

  • Moderator, Jim Hawley, PhD, Head of Applied Research
  • Huub Van Der Riet, Head of Thematic Equity, NN Investment Partners
  • Hans Stegeman, Head of Investment Strategy and Research, Triodos
  • Costanza Consolandi, PhD, Associate Professor of Corporate Finance, Department of Business and Law, University of Siena

4:15- 4:45 pm

Research Spotlights

Does the Market React to Corporate ESG News?

  • Aaron Yoon, PhD, Assistant Professor, Kellogg School of Management, Northwestern University

Creating Value with ESG

  • Stephen Malinak, PhD, Chief Data & Analytics Officer, Truvalue Labs

4:45 - 5:30 pm

Expert Panel

The Future of ESG Research – Consolidation, Regulation & New Technology

  • Moderator, Daniel Brooksbank, Editor, Responsible Investor
  • Ben Caldecott, PhD, Director, Oxford Sustainable Finance Programme, Associate Professor, Smith School of Enterprise and the Environment, University of Oxford
  • Julie Hudson, PhD, Global Head of ESG Research, UBS Investment Bank
  • Thomas Kuh, PhD, Head of Index, Truvalue Labs

5:30 - 7:00 pm

Reception

Join us for drinks, canapés and networking.

Register

Dr. Robert Eccles

Visiting Professor
Saïd Business School
University of Oxford

World renown leader, scholar and researcher in ESG investing, reporting and integration

Robert G. Eccles is a Visiting Professor of Management Practice at the Said Business School, University of Oxford as well as a Visiting Lecturer at the Massachusetts Institute of Technology, Sloan School of Management and was a Professor at Harvard Business School. Bob is Chairman of KKS Advisors, is a member of the board of TruValue Labs and a member of the board of the Mistra Center for Sustainable Markets at the Stockholm School of Economics.

He was the founding Chairman of the Sustainability Accounting Standards Board and one of the founders of the International Integrated Reporting Council. Bob was selected as one of the Top 100 Thought Leaders in Trustworthy Business Behavior and was named Honorary Fellow of the Association of Chartered Certified Accountants (ACCA). Dr. Eccles received an S.B. in Mathematics and an S.B. in Humanities and Science from the Massachusetts Institute of Technology and an A.M. and Ph.D. in Sociology from Harvard University.

Witold J. Henisz

Professor of Management
The Wharton School, University of Pennsylvania

Witold J. Henisz is the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School of The University of Pennsylvania. His research examines the impact of political hazards on international investment strategy including efforts by multinational corporations to engage in corporate diplomacy to win the hearts and minds of external stakeholders. His research has been published in top-ranked journals in international business, management, international studies and sociology and he is the author of the book “Corporate Diplomacy: Building Reputations and Relationships with External Stakeholders”.

Witold has won multiple teaching awards at the graduate and undergraduate levels and also teaches extensively on the topic of Corporate Diplomacy in open enrollment and custom executive education programs. He served as the academic co-Director in the development of the stakeholder engagement KEROVKA crisis management simulation. He is currently a principal in the political risk management consultancy PRIMA LLC whose recent clients include AngloGold Ashanti, Rio Tinto, Lockheed Martin, Shell Corporation, Dundee Precious Metals, Calvert (Eaton Vance), EY, The World Bank, The Inter-American Development Bank and the International Finance Corporation.

Stephen Malinak

Chief Data and Analytics Officer
Truvalue Labs

Dr. Stephen Malinak leads Truvalue Labs’ quant research team and product development efforts to build out the product portfolio for expansion to new markets. An industry leader in quantitative analytics, Stephen joined Truvalue Labs from Thomson Reuters, where he spearheaded the company’s quantitative analytics offering, StarMine.

Stephen attended college at the Massachusetts Institute of Technology where he received his Bachelor’s degree in Electrical Engineering and Computer Science. He went on to receive his Masters and PhD in Engineering-Economic Systems from Stanford University.

Jim Hawley

Head, Applied Research
Truvalue Labs

Jim Hawley, PhD is Professor Emeritus of Management, School of Economics and Business at Saint Mary College of California. He is also Head, Applied Research at Truvalue Labs, San Francisco, California, which provides advanced analytics to create sustainability metrics using real-time ESG data. He is the author of The Rise of Fiduciary Capitalism (2001). 

Jim is co-editor Corporate Governance Failures: The role of institutional investors in the global financial crisis.(2011), as well as co-editor of The Cambridge Handbook of Institutional Investment and Fiduciary Duty (2014) and The Routledge Handbook of Responsible Investment (2015).

Hendrik Bartel

Chief Executive Officer
Truvalue Labs

Hendrik Bartel is the CEO and co-founder of Truvalue Labs, the first company to leverage artificial intelligence (AI) to glean timely, objective, and actionable ESG insights for investment decision-making. With a mission to solve the problems of ESG and Intangible Risk data with a technology-first approach, its SaaS and API products offer high scalability, flexibility, and transparency.

With Hendrik’s entrepreneurial background in turning complicated technologies into user-friendly products, he has led product development initiatives at companies including Amazon, Pure Digital Technologies acquired by Cisco, and Cyra Inc. acquired by Leica.

Hendrik earned an Engineering Degree from the Hochschule Hannover (University of Applied Sciences in Hannover, Germany) and an MBA in Global Business Management and Social Entrepreneurship from St. Mary’s College of California.

Thomas Kuh

Head of Index
Truvalue Labs

Thomas Kuh leads Truvalue Index, creating benchmarks for implementing ESG investment strategies and licensing indices for ETFs, mutual funds and institutional accounts. Prior to joining Truvalue Labs, he was Founder and President of Benchmark ESG Consulting LLC after his role as Executive Director, Head of ESG Indexes, at MSCI. His professional experience also includes 16 years at KLD Research & Analytics, and service on the boards of SIRI Company (now Sustainalytics) and the US SIF.

Thomas has an MA and PhD in Economics from University of Massachusetts Amherst and a BA in Political Economy from Hampshire College.

Michael Viehs

Associate Director, ESG Integration
Hermes Investment Management

Michael Viehs joined Hermes in 2015, initially as part of Hermes EOS, and transferred to the Responsibility Office in 2018. He is responsible for the integration of ESG information across the investment strategies of all public market equity and credit funds. He also leads the firm’s ESG research activities, proving the value-add from incorporating ESG information into investment decisions.

Michael is also responsible for corporate engagements at the executive and board level on ESG and strategic issues with German DAX corporations. Before his appointment at Hermes, Michael was Research Director at the University of Oxford’s Smith School of Enterprise and the Environment.

His work on responsible investment, corporate governance, and stewardship has been published in Corporate Governance: An International Review and Annals of Social Responsibility. He is co-author of the widely recognised study “From the Stockholder to the Stakeholder – How Sustainability Can Drive Financial Outperformance” and contributed a chapter on active ownership to the recently published book Re-Imagining Capitalism (Oxford University Press) edited by Dominic Barton, Dezsö Horvath, and Matthias Kipping.

Michael holds a BSc, MSc and PhD from Maastricht University, School of Business and Economics. He is an Honorary Research Associate at the Smith School of Enterprise and the Environment.

Costanza Consolandi

Associate Professor of Corporate Finance
Department of Business and Law, University of Siena

Costanza Consolandi, PhD has extensive expertise in underlining the financial materiality of the United Nations Sustainable Development Goals (SDGs). Consolandi is an Associate Professor of Corporate Finance at the University of Siena, where she teaches undergraduate courses in corporate finance and graduate courses in corporate valuation. In the last years, her research has focused primarily on finance and sustainability. She is a member of the Academic Network of UN-supported Principle of Responsible Investments (PRI) and from 2010 to 2015 she was a member of the EU-funded research project FESSUD (Finance, Economy, Society and Sustainable Development). She published in the Journal of Business Ethics, European Financial Management, Economia & Management, Intereconomics and Sustainability. She is a member of the Steering Committee of the MSc in Finance of the University of Siena, where she has also been a member of the Board of Directors since 2016.

Her recent paper on investor materiality and the Sustainable Development Goals (with G. Betti and R.G. Eccles), has been featured on Forbes and presented at the SASB Open House event at the 2018 PRI in Person, at the 2018 Berkeley Sustainable Business and Investment Forum, at the 2018 UKSIF London Conference, at the 6th OECD World Forum on Well-Being in Incheon (Korea), and at the 2018 SASB Symposium.

Daniel Brooksbank

Editor
Responsible Investor

Daniel was News Editor at Investment & Pensions Europe (IPE) 2002-2007. Formerly he was Multimedia Editor, Europe for Bloomberg News and Economics Editor at IDEAglobal.com. He was the moderator of the European Parliamentary Pension Forum and has appeared on CNBC and the BBC. He started his career at Reuters, initially in investor communications before moving on to edit its online staff newsletter.

Dr. Ben Caldecott

Director, Oxford Sustainable Finance Programme
Associate Professor, Smith School of Enterprise and the Environment, University of Oxford

Dr. Ben Caldecott is the founding Director of the Oxford Sustainable Finance Programme. He is an Associate Professor and Senior Research Fellow at the University of Oxford Smith School of Enterprise and the Environment, a Visiting Researcher at The Alan Turing Institute, and a Visiting Scholar at Stanford University. Ben is also a Senior Advisor to the CEO and Chair of the UK Green Finance Institute (GFI) and a Policy Associate at the UK’s Department for Environment, Food and Rural Affairs (DEFRA), where he is a Director-level secondee in the Strategy Directorate providing advice on a range of policy issues, many of which are related to finance, investment, and market design.

Ben specialises in environment, energy, and sustainability issues and works at the intersection between finance, public policy, and academe, having held senior roles in each domain. Ben has authored and edited a substantial number of publications related to sustainability and is an experienced media commentator and public speaker. He is also a regular peer reviewer and has a number of board and advisory panel appointments, including with the University of Oxford Socially Responsible Investment Review Committee, The Prince of Wales’s Accounting for Sustainability Project, ATLAS Infrastructure Partners Ltd, Impact Lens Ltd, the British Standards Institution (BSI), and the Green Alliance.

Helen Price

Investment Officer
Brunel Pension Partnership Ltd.

Helen Price leads on stewardship, engagement and voting at Brunel Pension Partnership (Brunel). She joined Brunel from Avon Pension Fund where she led the implementation of the Fund’s first climate change analysis. Helen draws on knowledge built from her BA (honours) in Business Studies and from working in different sectors. She is passionate about the role of pension funds in moving to a more sustainable business world and is involved in several initiatives to improve standards in responsible investment.

Huub van der Riet

Head of Thematic Equity
NN Investment Partners 

Huub van der Riet is Head of the Thematic Equity portfolio management team and Lead Portfolio Manager of the Thematic Equity strategies. Prior to serving in this role,  Huub was a Senior Portfolio Manager of the Thematic Equity strategy, Head of Sector Funds and Head of Global Consumer Equity at NN IP. Prior to serving as a portfolio manager at NNIP, Huub was Portfolio Manager European Equities at AEGON Asset Management and Portfolio Measurement & Attribution Analysis of Investment Policies at ABN AMRO Asset Management, Amsterdam as well as Empirical Investigation at Invest Financial Services.

Huub has a VBA designation (Dutch equivalent of CFA) and an MA in Finance, Investments & Treasury Management from the Vrije Universiteit in Amsterdam.

Julie Hudson

Global Head of ESG Research
UBS Investment Bank

Julie Hudson CFA is UBS IB’s Global Head of ESG Research.  In 2019, she reached her 25-year anniversary with UBS, and April 2020 will be the fifteen-year anniversary of the ESG team’s first publication – Why Try to Quantify the Unquantifiable?  The ESG “competition model” we have developed over the years is based on extensive collaboration with UBS’s world-wide sector teams on the basis that so-called “ESG” issues are embedded in any firm’s business model. 

External publications: The Environment on Stage: Scenery or Shapeshifter? (Routledge, 2019); From Red to Green? How the Financial Credit Crunch Could bankrupt the Environment (Earthscan, 2011), and Food Policy and the Environmental Credit Crunch: From Soup to Nuts (Routledge ,2013); The Social Responsibility of the Investment Profession (Research Foundation of CFA Institute, August 2006); and ‘”If you want to be green hold your breath”: Climate Change in British Theatre’, NTQ 111 (2012).  Julie has been a trustee of the Cardboard Citizens theatre company since 2013. 

In her spare time she has participated as a volunteer in several Earthwatch expeditions, focusing on water in the Gobi desert, climate change at the ‘Arctic’s edge’ (at the Churchill Northern Studies Centre (CNSC) and in Dechenla (NWT, Canada)), sustainable coffee in Costa Rica and biodiversity in the Peruvian Amazon.

She holds an MA in Modern Languages from Oxford University, a London University (SOAS) MSc. in Financial Economics, and a City University MSc. in Economic Regulation and Competition. Her most recent book grew out of her 2018 Warwick University PhD. 

Jeff Cohen

Institutional Product Strategist
SASB

Jeff Cohen is an Institutional Product Strategist at the Sustainability Accounting Standards Board (SASB). In his role, Jeff educates and partners with institutional investors and asset owners facilitating dialogue on financially material industry specific ESG topics and metrics for implementation into investment decisions across asset classes.

Justin Kew

Sustainability Manager
Carmignac

Justin Kew is a Sustainability Manager. Justin joined Carmignac in 2019. He started his career in 2007 as an Associate at J.P. Morgan London, before moving to Schroders as Client Portfolio Manager on Quantitative Global Equity. In 2015, he was appointed Sustainable Investment & Product Manager at J.P Morgan and in 2017, he joined Fidelity International, where he was Senior ESG analyst, responsible for integrating ESG data in the investment analysis and portfolio management process while designing investment process for clients. Justin holds a Master’s degree in Electrical & Electronics Engineering from the University of Sheffield. He’s a CFA Charter holder since 2012.

Hans Stegeman

Head of Investment Strategy and Research
Triodos

Hans Stegeman is Head of Investment Strategy and Research. At Triodos Investment Management, he is responsible for the macro strategy and sustainability research and heads the of analyst team for the IE&B funds. He joined Triodos Investment Management in 2017 and prior to that, has acquired over twenty years of experience as an economist, working on different fields of economics, long-term forecasting and scenarios, strategy and circular business models. Before joining Triodos, he worked at Rabobank as chief economist, CPB (the Netherlands Bureau for Economic Policy Analysis) and labour union ABVAKABO. Hans Stegeman studied Economics at Maastricht University and works on a phd about the circular economy.

Aaron Yoon

Assistant Professor of Accounting & Information Management
Kellogg School of Management
Northwestern University 

Aaron Seokhyun Yoon is an assistant professor at the Kellogg School of Management at Northwestern University. Aaron is interested in examining the role of accounting information and governance in emerging institutions and his research has been regularly cited in outlets such as Bloomberg, Financial Times, Forbes, The New York Times, and The Wall Street Journal.  One area of research focus is on how to quantify a firm’s ESG/CSR investments and integrate that information into portfolio management strategies. His research has been widely recognized by asset owners, institutional investors, and research analysts, and according to the Financial Times it was a turning point in how investors viewed and integrated ESG information.

Aaron earned his doctorate from the Harvard Business School, his master’s in Economics, and bachelor’s in Economics and Mathematical Methods in the Social Sciences (MMSS) from Northwestern University. Prior to academia, he previously worked as an equities sales trader and research analyst at Credit Suisse, and also controlled air traffic in the 8th US Army.

Andrew Medhurst

Volunteer and Climate Activist
Extinction Rebellion

Andrew Medhurst resigned from a thirty year career (with HSBC, Lloyds Bank and NEST Pensions) in The City because of the climate emergency. He has been arrested three times this year and volunteers full time with Extinction Rebellion where he leads their Finance Team. He is also a trustee of Plan B, a charitable organisation supporting strategic legal action against climate change.

Ben Constable

Sustainable and Impact Investing
M&G Investments

Ben joined M&G in 2003 as an investment specialist and is now Head of Sustainable and Impact Investing. He leads on impact measurement and management for the M&G Positive Impact Fund alongside fund manager John William Olsen. Ben has been central to the development of ESG integration within M&G’s investment processes, with a particular focus on sustainability, and has supported the development of ESG solutions for clients across asset classes.

He is a founding member of M&G’s Responsible Investment Advisory Forum, overseeing ESG-related activities at M&G, and is a member of the Investment Association’s Sustainability & Responsible Investment Committee, chairing the Working Group on non-financial disclosures.

Previous to joining M&G, Ben spent four years with the Equities team at Invesco Perpetual. Ben graduated from the University of Newcastle-upon-Tyne with an Honours Degree in Classics.

ESG Integration Workshop

Join Truvalue Labs on the morning of the ESG Investing Forum for an interactive workshop. We will demonstrate how to combine various ESG datasets into one comprehensive framework, as well as showcase strategies and best practices for applying ESG data into the fundamental research and valuation processes.

Learn More

Academic Roundtable

The roundtable will be held in the morning of Nov. 5th, prior to the ESG Investing Forum. The purpose of the meeting is for members of the Academic Research Network to discuss their leading edge, actionable academic research using Truvalue Labs’ data.

Learn More