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Day One: Wednesday 17 October 2007
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| 08.00 | Registration & Coffee
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| 08.45 | Chairman’s opening remarks
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| | Helga Birgden, Head of Responsible Investment - Asia Pacific,
Mercer Investment Consulting, Australia
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| THE GREEN BUSINESS CASE |
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| 09.00 | Examining global economic fundamentals and assessing the
consequences of climate change and sustainable responsible
investment funds
- Identifying key global economic trends and the effects of climate change on investment strategies
- Analysing current global economic and business conditions that affects the green business industry
- Exploring Asia’s prospects: Can China and India follow the same development model this century that Western Europe and the USA followed last century?
- The way forward – Kyoto Round 2 and an overview of likely policy trends
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| | Glenn Maguire, Chief Economist, Asia Pacific,
Societe Generale, Hong Kong
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| 09.30 | Examining the evolution of green investments globally and
understanding why the SRI trend is growing
- An overview of the current status of the industry: size, investment strategies and institutional asset allocation
- Summarising global growth and movements of SRI and the impact on corporations and investors
- Understanding why SRI is moving towards mainstream and what is in for the investors
- Reviewing the rapid developments of SRI in Asia and assessing how will SRI remains sustainable
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| | Helga Birgden, Head of Responsible Investment - Asia Pacific,
Mercer Investment Consulting, Australia
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| 10.00 | Analysing how environmental issues are contributing to the
green business case and the advent of green investments
- Assessing the impact of environmental issues on livestock, water and waste management, forests, farms and effects on economy and human welfare in Asia and globally
- Examining the effects of climate change and resource shortage on SRI
- Discovering the huge opportunity of clean technology and the diversity of green-tech companies listed in “green indexes”
- What can “green indexes” offer to the emerging number of institutional and private investors looking for sustainable investments?
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| | Howard Shaw, Executive Director,
Singapore Environment Council, Singapore Andrew Pidden, Principal, Chief Investment Officer,
Clean Resources Asia, Singapore Sylvia Chan, Chief Utilities Strategist,
Macquarie, Hong Kong Senior Representative,
Hong Kong Sustainable Development Forum, Hong Kong Geoffrey Williams, Managing Director,
OWW Consulting, Malaysia
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| 10.40 | Coffee Reception & Speed Networking Break
- Meet... Move on... meet... move on... meet!
- Exchange business cards with fellow conference delegates and industry peers
- Don’t forget to bring lots of business cards, a box or two will do!
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| MAKING GREEN INVESTMENTS PROFITABLE |
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| 11.30 | Making sure that your green investments are profitable and
not go wrong
- Examining why sustainable investments might go wrong and assessing the strategies to tackle your wrong movements
- Reviewing the linkage between pollution and sustainability and the effects on your investments
- Analysing different sustainable responsible investment funds and how commodity acts as a basis for SRI
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| | Roland Jansen, Chief Investment Officer,
Mother Earth Investments
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| 12.00 | Generating value from values – how to ensure that an SRI
approach is a genuine alpha generation framework
- Assessing the limitations of the negative screening approach
- Examining the limitations of the best in class approach
- Analysing the emergence of integrated approaches
- Understanding sustainability as an investment strategy
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| | Stewart Armer, Head of SRI,
Fortis Investments, Germany
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| 12.30 | Building SRI portfolios from the bottom-up
- Looking into the long history of SRI and the many changes over the years
- The main issue of SRI has been performance: Analysing how to achieve wider acceptance
- The combination of strong performance and meeting the social and environmental concerns will see SRI move more from "niche" investing to "mainstream"
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| | Andrew Preston, Head of SRI,
Aberdeen Asset Management, Australia
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| 13.00 | Lunch & Networking Break
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| CANDID CONVERSATIONS WITH THE BUY SIDE |
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| 14.30 | Examining the benefits of SRI and understanding why
institutional investors are adopting this new strategy
- Analysing the roles of social, environmental and ethical factors play in mainstream investment
- Reviewing the link between responsible investment and performance and why should you invest in ethical funds and what are the alternatives
- Can and should you seek to change company behaviour through engagement rather than disinvesting?
- Assessing the boundless opportunities in SRI at a time when it is moving mainstream
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| | Colin Melvin, Chief Executive, Hermes Equity Ownership Services,
Hermes Pensions Management, UK
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| 15.00 | Sustainable responsible investments: drivers and implementation for Asia-Pacific asset owners
- Addressing the driving trends amongst asset owners in today’s responsible environment
- Understanding why government funds are looking to adopt responsible investment policies and how to implement these effectively
- Reviewing how green investments and specialist funds can fit into the picture
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| | Anne-Maree O'Connor, Head of Responsible Investment,
New Zealand Superannuation Fund, New Zealand
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| 15.30 | Benefiting from SRI in funds management
- Examining the multidimensional challenges of SRI
- Analysing how SRI goes beyond specific sectors
- SRI indeed adds value. Could it become core?
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| | Henri-Michel Tranchimand, Member of Executive Committee,
Dexia Asset Management, Belgium
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| 16.00 | Afternoon Refreshments
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| ASIAN METHODOLOGY & COUNTRY FOCUS |
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| 16.30 | Dissecting how Shariah fund contributes to sustainable
responsible investments and the benefits of adding it into
your portfolio
- The convergence between ethical investing and Islamic investing and how the overlap can benefit investors
- Assessing the development of Islamic investments and the growth particularly in Asia
- An understanding of Islamic investment products and what makes them attractive as responsible investments
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| | Syed Tariq Husain, President & Chief Executive Officer,
Emirates Global Islamic Bank, Pakistan
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| 17.00 | Establishing an Asian SRI methodology and assessing the market demands for this new asset class
- Understanding the importance of methodology in generating eco friendly profits
- Evaluating SRI in Asia and identifying where to put your money to achieve best returns
- Comparing SRI developments and opportunities in South East Asia to China and India
- Highlighting the importance of SRI in Asian equities in Hong Kong and Singapore
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| | Shinichiro Shiraki, Vice President,
Asuka Asset Management, Japan Sang-Hyon Ryu, Senior Portfolio Manager - Alternative Investments,
National Pension Service, Korea Architrandi Priambodo, Country Director,
Asia Carbon, Indonesia Geoffrey Williams, Managing Director,
OWW Consulting, Malaysia Andrew Aldridge, Principal,
Climate Change Capital, China
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| 18.00 | Cocktails and networking party
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Day Two: Thursday 18 October 2007
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| 09.00 | Chairman’s opening remarks
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| | Duncan Paterson, Chief Executive Officer,
Centre for Australian Ethical Research, Australia
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| ADOPTING SRI RESEARCH AND CORPORATE SOCIAL RESPONSIBILITY |
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| 09.15 | Integrating SRI research to identify the companies which lead and achieve sustainability financial performance
- Exploring the sustainable responsibility investments issues and challenges companies face and how to tackle them
- Reviewing the importance of measuring corporate sustainability and the effects on your returns
- Assessing companies’ policies in terms of environmental, social and governance aspects and how they affect investment decisions
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| | Andy White, Global Managing Director,
Innovest Strategic Value Advisors, United Kingdom
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| 09.45 | How fund managers can incorporate corporate social responsibility into business planning by developing innovative SRI products
- Taking advantage of the growing trend in green investments and reviewing how SRI contributes to long term futures for corporations
- Analysing the opportunities and challenges when incorporating social responsibility into your business
- Dissecting SRI funds for “green” criteria and identifying the suitable one for your business
- Analysing various SRI strategies and the prospect of each strategy
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| | Andy White, Global Managing Director,
Innovest Strategic Value Advisors, United Kingdom Stewart Armer, Head of SRI,
Fortis Investments, Germany Urs Landolt, Member of Executive Committee,
Sustainable Asset Management Group, Switzerland Duncan Paterson, Chief Executive Officer,
Centre for Australian Ethical Research, Australia Senior Representative,
Hong Kong Sustainable Development Forum, Hong Kong
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| 10.45 | Coffee & Networking Reception
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| SPOTLIGHT ON SRI PRODUCTS 1: ENERGY INVESTMENTS |
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| 11.30 | Experience with investments in renewable energy
- Examining the growth potential of various forms of renewable energies
- Analysing possible investment philosophies and ways to invest in renewable energies
- Evaluating the success factors in listed and private equity
- Reviewing the actual valuation in relation to the growth potential, future earnings and risks associated
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| | Andreas Knörzer, Head of Sustainable Investments,
Bank Sarasin, Switzerland
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| 12.00 | Evaluating the growth and developments of wind market in Asia and is this growth sustainable?
- Understanding the wind industry and its key drivers
- Assessing the developments of wind projects in Asia and the returns these projects are reaping
- Uncovering technology trends in the Asian wind markets
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| | Sylvia Chan, Chief Utilities Strategist,
Macquarie, Hong Kong
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| 12.30 | How can investors benefit from the booming global solar power industry?
- Comparing the investment opportunities in the USA and Europe with Asia, especially SE Asia
- What solar technology has the best opportunity for windfall profits?
- How will solar technology compare in performance against other leading alternative energy products: today vs. 10 years?
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| | Bjoern Urdal, Senior Equity Analyst,
Sustainable Asset Management Group, Switzerland
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| 13.00 | Lunch & Networking Break
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| SPOTLIGHT ON SRI PRODUCTS 2: SUSTAINABILITY INVESTMENTS |
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| 15.00 | Sustainability as the key driver in the biofuels business
- An overview of the EU and Asian biofuels market
- Identifying global trends and drivers of biofuels in the clean energy sector and the effects on your investments
- With an increase of biofuel consumption in EU, how will this affect Asia
- Reviewing best practices in investing in biofuels and making it sustainable for your business
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| | Edgare Kerkwijk, Chief Financial Officer and Head of Asia,
BioX Group, Singapore
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| 15.30 | Analysing the popularity of carbon trading in Asia and how it adds into your portfolio
- Examining the developments of carbon markets in Asia and the returns it achieves
- Reviewing the opportunities and risks in carbon trading
- Exploring the prospect of moving to a low carbon economy
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| | Andrew Aldridge, Principal,
Climate Change Capital, China
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| 16.00 | Exploring opportunities in SRI in real estate investments and the advent of green buildings
- Discovering the economic and business benefits in green buildings and its linkage with SRI
- Understanding the developments of green buildings and how it achieve economic and environment performance
- Reviewing the uniqueness of green buildings and what is in for investors?
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| | Christian Kornevall, Project Director, Energy Efficiency in Buildings,
World Business Council for Sustainable Development, Switzerland
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| 16.30 | Afternoon Refreshments & Networking Break
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| ROUNDTABLES DISCUSSION |
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| 17.00 | Interactive Roundtable Discussions for all delegates of Clean Energy
This round table discussion session is an open moderated session where delegates are divided into groups to discuss a topic chosen. This session aims to bring out issues/problems/ideas, etc from individual delegate. Moderated by key industry experts, the roundtable discussion will ensure debate and discussion on thought-provoking and controversial issues with industry peers. You can select to participate in any of the following round table discussions and you have the freedom to move around different discussion groups to maximise your learning experience.
1) Identify the business opportunities stemming from a carbon trading environment in Asia
2) Understand how current and future emission laws and regulations are impacting businesses in Asia
3) Impact on the oil, gas and power industries with the move towards renewable energy
4) Creating energy efficiency in your business: what are the available solutions and technologies?
5) Practical ways to reduce the carbon footprint and becoming a green corporation
6) Investing in green energy: what are the potential returns, risks and challenges? |
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| 18.00 | Cocktails and networking party
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