Preeti is a globally experienced investment and development banker with a 30-year track record associated with raising and managing institutional public and private development capital. Her role was built upon her experience as a pioneering global leadership fellow at the World Economic Forum, on the financing for development initiative, with the UN FFD Office. She served as CEO and president of FFD Financing for Development, a specialist development finance firm focused on financing the UN SDGs. She also managed the YES Global Institute, a practicing private sector think-tank for socio-economic development in New Delhi, building the impact investment ecosystem in India. Previously, she was an investment banker at HSBC, Rabobank, Lehman Brothers and JP Morgan.
Forces driving consumer/corporate change: The why
Preeti will discuss the importance of emphasising the development impact of capital and ensure that it helps raise the living standards for people around the world, particularly in the world's pre-frontier and frontier markets.
Dylan is co-founder and director of research for Last Word, a leading global financial publishing, events and research house and sister company to Investment News. He was the founding editorial director and responsible for creating our global brands including International Adviser, Portfolio Adviser and Expert Investor. His background is as a financial journalist, having worked on investment specialist titles for more than 20 years.
Natalie has been a journalist covering the retail asset management industry for 15 years. She spent much of this time at Incisive Media where she worked her through the ranks to acting editor, but also spent time at Fund Strategy and Research in Finance. She joined Last Word as editor of ESG Clarity in February 2020 and was promoted to global head of ESG insight in January 2021. She has a particular passion for supporting greater diversity within the investment and savings sector.
Rupert Walker is an award-winning financial journalist and editor with a background as a fund manager and investment banker in London and Singapore. He was educated at Oxford and London universities, and is a CFA charter holder.
Edrisis head of ESG research at Maitri Asset Management and is responsible for developing and maintaining the firm’s proprietary ESG integrated investment framework and practice. Prior to joining Maitri Asset Management, she managed sustainability strategy, reporting, and compliance at Hong Leong Asia. She started her career in KPMG’s Financial Audit Department, and then moved to its climate change and sustainability department.
Andrew's role involves thought leadership, ESG integration and engagement. He is also a climate change specialist for Schroders’ Global Climate Change strategy. He joined Schroders in 2016, previously, he was an equity analyst at Didas Research and Goldman Sachs. He began his investment career in 1997 as an analyst at Dresdner Kleinwort Benson. He is a senior adviser to Critical Resource and on the advisory panel of the Future-Fit Business initiative.
Based in Hong Kong, Julie is responsible for driving Citi Investment Management’s business in the region. She is also responsible for coordinating the regional activities associated with traditional funds research, alternatives research and operational due diligence for third-party investments. She started her career as an investment specialist at Fidelity in Boston, US, before moving to London in 2000 as executive director for institutional business for EMEA. She moved with Fidelity to Hong Kong in 2006 as managing director and head of institutional business for Asia ex-Japan. She spent five years in a similar role at HSBC AM in Hong Kong, before joining UBS in 2015.
Mikkel Larsen is the group chief sustainability officer of DBS and a committee member of Global Compact Network Singapore’s Management Committee. Mikkel chairs the DBS Sustainability Council, which comprises senior leaders across business and support units and is responsible for developing DBS’ overarching sustainability framework, setting key performance indicators and targets in consultation with the relevant stakeholders, and driving sustainability initiatives across the bank.
He is presently a member of or represents DBS in numerous international and local councils or committees. These include: the Taskforce on Scaling Voluntary Carbon Markets, GRI Stakeholder Council, United for Wildlife Financial Taskforce, World Business Council for Sustainable Development (WBCSD), Green Finance Working Group [Workstream Chair] under the Monetary Authority of Singapore (MAS)’s Financial Centre Advisory Panel (FCAP), Singapore’s Environment and Resources Standards Committee (ERSC) and the Global Compact Network Singapore (GCNS).
Prior to joining DBS, Mikkel was the chief financial officer for Asia Pacific in UBS from 2009 to 2012 covering Investment Bank, Wealth Management and Asset Management. He was previously the Asia Pacific head of accounting policy and location controller for Hong Kong at UBS. Mikkel has also worked in Citigroup in London and KPMG in London and Denmark.
Mikkel is an adjunct professor at the Copenhagen Business School (CBS), and has an MBA from London Business School, graduate education from Harvard University, a master’s in Sustainability Leadership from Cambridge University, as well as master’s and bachelor’s degrees in Economics from CBS in his native country Denmark where he also holds his CPA.
Yvonne Leung is an executive director and head of managed solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with advisors and portfolio management teams in delivering single-asset and multi-asset managed solutions to clients and prospects in the region.
Prior to joining J.P. Morgan, she worked at Goldman Sachs in Asia as an executive director in the portfolio management group (PMG). She interfaced directly with clients and advisors on investment philosophy, asset allocation, tactical views and portfolio customization.
Ms. Leung obtained her Bachelor of Commerce Degree from the University of British Columbia, and her Master of Business Administration from the Australian Graduate School of Management. She is also a CFA charterholder.
Abbie is the fund manager of the Jupiter Global Sustainable Equities Fund, a strategy which invests in companies leading the transition to a more sustainable world. Since joining Jupiter AM in 2006, she has dedicated her career to sustainable investing, with her team building and designing a rigorous investment framework that embeds all stakeholders into fundamental stock analysis. She has received recognition for her investment performance, her approach to ESG integration and her contribution to address the structural hurdles that women in investment face. She also collaborates on several industry initiatives and is an ambassador for the Diversity Project.
Paul leads BNPP AM’s stewardship activities in Asia Pacific. This includes direct corporate engagement and proxy voting, working with policymakers on key issues relating to sustainable finance and investment, and representing BNPP AM in key investor ESG networks. He has more than 13 years of experience in the asset management industry
Kanol is responsible for defining the bank’s sustainable and responsible investments offer and setting up the SRI product platform across all asset classes for high-net-worth individuals. He has more than 30 years’ experience in the industry having worked as bank treasury manager, head of fixed income and derivatives sales and head of investment services in Singapore and Europe.
Preyesh joined the Franklin Templeton Investments' ESG team in 2018 as an analyst focused on environmental, social and governance issues, transferring to the Franklin Templeton Emerging Markets group in 2021. Prior to joining, he held the role of analyst, responsible investing at T Rowe Price, providing ESG research support to the investment division. During his tenure at T Rowe Price (2010-2018), he also held positions supporting the firm's emerging markets equity products in analytical and research roles.
Isaac has significant experience in the financial sector with a career spanning across central banking, risk management, asset allocation and investment consulting in major firms in Australia, the UK and Hong Kong.
Prior to joining Oreana, Isaac worked at Willis Towers Watson as the head of capital markets research in the Asia-Pacific. In this role he contributed to asset allocation decisions, macro-economic analysis and investment research for a global company with more than $107 billion in assets under management and $2.3 trillion assets under advisory. Isaac worked with institutions including major sovereign wealth funds, government agencies and pension funds. Isaac’s focus in this role was delivering asset allocation solutions to improve portfolio outcomes and returns.
Other prior roles include chief economist at NSW Treasury Corporation, tasked with debt financing and investment management for the NSW Government, and manager of economic risk at Lloyds Banking Group, the largest retail bank in Britain. These roles had a heavy emphasis on delivering returns within a robust risk management framework.
Isaac holds a PhD in Economics from the University of Sydney in NSW, Australia. Isaac’s PhD developed economic theory and quantitative methods to analyse optimal mechanisms in key financial markets in Australia including government bond auctions and the Australian housing market.
Isaac has also studied at the University of Oxford in the UK and the University of Tasmania in Australia. Isaac is a certified investment management analyst® holder through the Investment and Wealth Institute™.
Anne‐Laurence took a main part in the creation of Mirova and has been deputy CEO since 2015. In 2000, she joined the management consulting firm, AT Kearney, as a business analyst and then as a senior associate in the financial institutions practice. Then in 2005, she started at Natixis Strategy Department before joining Natixis AM in 2007.
Iain Richards joined the company in 2012 and is head of global responsible investment policy, and leads the strategy, development and implementation of our Responsible Investment activities.
Before joining the company Iain was regional head of corporate governance at Aviva Investors. His career in the City has also included roles at Schroder Investment Management, the policy group of the UK’s Listing Authority (which encompassed the introduction of the UK’s corporate governance ‘comply or explain’ rule in 1993, post the Cadbury Code) and the London Stock Exchange. Iain has also worked at the UK's Department of Trade and Industry (now BIS) in various roles in the European and competition policy units.
He has written papers around a range of issues including auditing, energy transition, sovereign wealth funds and, in 2006, on the impending risk of a systemic banking crisis. He was responsible for leading the UK investment industry's successful lobbying to re-establish the overarching 'True & Fair View' principle of accounting in revised UK Company Law (2006). Amongst other things, he has appeared as an expert witness before the UK House of Lords Select Committee on Economic Affairs and was a steering committee member of the UK Investment Association’s Productivity Action Plan (‘Supporting UK Productivity with Long-Term Investment’, 2016).
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