Responsible Investment Conference
Convene, 3rd Floor, 22 Bishopsgate, London | Thursday 30 November 2023

We're all increasingly aware of the importance of working towards a sustainable future. And that includes how we invest on behalf of our clients in a transitioning world.

In order for this transition to be successful, it must also be balanced with prioritising investment performance and satisfying regulatory requirements. At the same time, the threat of greenwashing looms large whilst some question the extent to which ESG considerations are compatible with driving returns.

So, what's the current state of play? And how should we – as stewards of clients' capital – think about responsible investment and its role in delivering the best outcomes for our clients? We'll try and answer these questions and more through a practical agenda packed with insights from our responsible investment specialists alongside independent perspectives from external experts.




Declan Curry
Declan Curry is a journalist and broadcaster, and has been reporting on business, the economy and politics for 30 years.


Time Description
10:30 – 11:00
11:00 – 11:05
Our shared responsibility
Michaela Collet-Jackson, Head of Distribution, EMEA

Responsible investment matters – to us, our clients, and the world we live in. Michaela Collet-Jackson, Head of EMEA Distribution, outlines our focus on client orientated responsible investment solutions.

11:05 – 11:30
Evolving together – Client perspectives on responsible investing
Moderated by Michaela Collet-Jackson, Head of Distribution, EMEA
Louisiana Salge, Head of Sustainability, EQ
David Thompson, Chief Investment Officer, Zurich Insurance
Natalie Winterfrost, Trustee Director, LawDebenture

In this session Michaela Collet-Jackson talks to our clients about their RI journey – the challenges and opportunities together with insights into how they will evolve from here.

11:30 – 11:45
Niche to mainstream
Claudia Wearmouth, Global Head of Responsible Investment

Claudia Wearmouth, our Global Head of Responsible Investment talks about lessons learnt from her years as a practitioner in this area. What's the current state of play in responsible investment and where are we heading from here?

11:45 – 12:15
Supply chain engagement - From risk to impact
Moderated by Vicki Bakhshi, Director, Climate Change Strategist
Lucinda Langton, Head of Sustainability, M&S Food
Garrett Quinn, Group Chief Sustainability Officer, Smurfit Kappa

Exploring the power of active ownership with insights from a range of investee companies on how engagement can benefit both clients and the businesses we invest in.

12:15 – 13:00
13:00 – 13:45
Exploring the S in ESG
Tammie Tang, Senior Portfolio Manager
Emma Gullifer, Fund Manager
Alice Evans, Responsible Investment Strategist
Sarah Forster, CEO and Co-Founder, The Good Economy
Moderated by – Declan Curry, Journalist and Broadcaster

How can we make a positive impact on people and communities through profitable investments? Perspectives on 'social' from a panel of internal and independent experts, including The Good Economy co-founder, Sarah Forster.

13:45 – 13:55
13:55 – 14:20
Making sense of the UK's responsible investment regulatory backdrop - Breakout session 1
Graham Finlay, Strategic and Technical Sales Manager

As responsible investment moves mainstream regulatory change continues apace. In this session we’ll dive deep into UK regulatory developments including the new Sustainable Disclosure Requirements (SDR) and consider the impact on wealth managers, financial advisers, and clients.

14:20 – 14:45
Sustainable investment potential in context - Breakout session 2
Simon Holmes, Director and Portfolio Manager
Eloise Robinson, Analyst

We'll look at trends that can influence short-term performance and explore longer-term themes that look set to power sustainable strategies in a world transitioning towards operating on a more sustainable footing.

14:45 – 14:55
14:55 – 15:20
Responsible & Sustainable Equities - looking over the horizon - Breakout session 3
Jamie Jenkins, Head of Global ESG Equities
Nick Henderson, Portfolio Manager

Recent market volatility has undoubtedly tested investor sentiment around sustainable investment, but in this session Jamie and Nick will outline why they remain positive about the investment opportunities underpinned by sustainability trends. They'll also discuss how recent product innovation at Columbia Threadneedle Investments is helping clients navigate different market environments while expressing their views on sustainability.

15:20 – 15:45
Pioneering a strong bond between social impact and consistent financial results - Breakout session 4
Tammie Tang, Senior Portfolio Manager

Our pioneering social bond funds actively allocate capital to address real social needs, using a broad range of bonds to target specific positive social outcomes. Join Portfolio Manager, Tammie Tang, as she outlines the evolution of the team’s social bond fund range – including looking at new global opportunities and discussing the principles of social alpha, the team's investing methodology, and how they work with independent social partners to review, advise and monitor social impact.

15:45 – 16:00
16:00 – 16:45
Keynote speaker
16:45 – 17:45
Networking drinks reception

Main platform speakers

Vicki Bakhshi

Director, Climate Change Strategist
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Michaela C Jackson

Head of Distribution, EMEA
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Alice Evans

Responsible Investment Strategist
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Sarah Forster

CEO and Co-Founder, The Good Economy
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Emma Gullifer

Fund Manager
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Lucinda Langton

Head of Sustainability, M&S Food
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Garrett Quinn

Group Chief Sustainability Officer, Smurfit Kappa
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Tammie Tang

Senior Portfolio Manager
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Claudia Wearmouth

Global Head of Responsible Investment
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Breakout session speakers

Graham Finlay

Strategic and Technical Sales Manager
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Eloise Robinson

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Simon Holmes

Director and Portfolio Manager
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Jamie Jenkins

Head of Global ESG Equities
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Nick Henderson

Portfolio Manager
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Tammie Tang

Senior Portfolio Manager
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Declan Curry

Journalist and Broadcaster
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3rd Floor,
22 Bishopsgate,

Nearby underground lines

Bank (Central, DLR, Northern, Waterloo & City)

Liverpool Street (London Overground, TfL Rail, Central, Circle, Hammersmith & City, Metropolitan)


Registration for this event has now closed. For any queries relating to the event, please email clientsupport@columbiathreadneedle.com.