Registration and breakfast

Welcome remarks

• Linda-Eling Lee, Managing Director, Head of ESG and Climate Research, MSCI
• David Atkin, CEO, Principles for Responsible Investment (via video message)

Financed emissions and the real-economy transition 
To convert climate commitments into action, investors need to know the carbon footprints and emissions pathways of companies and other assets they’re investing in. How are investors assessing emissions within their portfolios, what data are they using to allocate capital in line with net-zero targets, and how is climate action by investors and financial institutions driving decarbonization of the global economy? 

Panelists:

• Oliver Marchand, Managing Director, Global Head of ESG Research and Development at Climate Risk Center, MSCI
• Chris Snyder, Guidehouse Director & North American lead for the PCAF Secretariat, Guidehouse
• Armelle de Vienne, Principal and Co-Head of ESG Research, PGIM Fixed Income
• Ion Yadigaroglu, Managing Partner, Capricorn Investment Group
• Moderator: Bruce Kahn, Executive Director, Climate Solutions Specialist, MSCI

Net-zero strategies for investors: What’s next?
As investors sharpen their focus on aligning portfolios with climate targets, how are equity and fixed-income index strategies evolving to incorporate net-zero goals? How can passive strategies contribute to the reallocation of capital toward less emissions-intensive investments and clean solutions, and what is missing from current approaches?

Panelists:

• Guenther Thallinger, Allianz SE Board Member & Chair UN convened Net-Zero Asset Owner Alliance, Allianz Group
• Laura Segafredo, Global Head of Sustainable Research, BlackRock
• Tom Mitchell, Managing Director and Partner, Cambridge Associates
• Moderator: Rachael Camargo, Executive Director, Americas Index Products, MSCI 

Infrastructure finance for the energy transition and climate adaptation 
Transitioning a vast economy to sustainably produced energy and financing projects that will help us adapt to a changing climate present a massive challenge. As investors begin to steer capital toward achieving net-zero, what infrastructure and other real assets are the top priorities, how might the new U.S. climate law supercharge America’s energy transition, and what mechanism can help to close the gap globally between where capital goes and where countries need it?

Panelists:

• Elchin Mammadov, Vice President, ESG & Climate Industry Research, MSCI
• Bruce Schlein, Director, Head of ESG, OMERS
• Kim Carnahan, Senior Director for Net Zero Fuels, ENGIE Impact
• Valerie Hannah, Managing Director, Renewable Power & Transition, Brookfield Asset Management
• Moderator: Sue Reid, Climate Finance Advisor, Global Optimism

Fireside Chat

• Linda-Eling Lee, Managing Director, Head of ESG and Climate Research, MSCI
• Nathalie Borgeaud, Lead, Financial Markets Stakeholder Engagement, TNFD

Closing Remarks