𝐄𝐯𝐞𝐧𝐭: 𝐆𝐥𝐨𝐛𝐚𝐥 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝟐𝟎𝟐𝟒 The SWFI GWC, organised by the Sovereign Wealth Fund Institute, was an invitation-only event attended by Cecilia de Orbegoso for Deheza Ltd and hosted in partnership with the City of London. This gathering brought together global wealth leaders to engage in insightful discussions, share global investment strategies, and access opportunities aligned with the current global economic and financial landscape. David Pitt-Watson, a leading practitioner, author, and advocate in the field of Responsible Investment, commented, "I worry about how we teach finance. It's all about techniques that give you the right answer. But in real life, how much do we use those techniques? I see sustainable finance 30 years from now as a real challenge if we don't fix things. We will be in real trouble in the next 20 years." Isabella da Costa Mendes, a founding partner at ImpactA Global added, "Most impact investors will pay attention to the risk of environmental impact, but we need to pay attention to the people and communities. To be fair, more needs to be done, but the fact is that every sustainable investor or impact investor will need to look at the people and communities and the effects on them." Elvira Lefting, MD at Finance in Motion highlighted, "As investors, we need to be aware that supply chains are at risk and require investment to become more resilient. Supply chains represent an investment opportunity that spans sectors and needs. Decarbonisation is not just an ESG mantra; it is genuinely necessary, and supply chain investment is the most common and needed investment in Emerging Markets." #deheza #event #GlobalWealthConference2024 #economy #finance #sustainability
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𝐄𝐯𝐞𝐧𝐭: 𝐆𝐥𝐨𝐛𝐚𝐥 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝟐𝟎𝟐𝟒 The SWFI GWC, organised by the Sovereign Wealth Fund Institute, was an invitation-only event attended by Cecilia de Orbegoso for Deheza Ltd and hosted in partnership with the City of London. This gathering brought together global wealth leaders to engage in insightful discussions, share global investment strategies, and access opportunities aligned with the current global economic and financial landscape. David Pitt-Watson, a leading practitioner, author, and advocate in the field of Responsible Investment, commented, "I worry about how we teach finance. It's all about techniques that give you the right answer. But in real life, how much do we use those techniques? I see sustainable finance 30 years from now as a real challenge if we don't fix things. We will be in real trouble in the next 20 years." Isabella da Costa Mendes, a founding partner at ImpactA Global added, "Most impact investors will pay attention to the risk of environmental impact, but we need to pay attention to the people and communities. To be fair, more needs to be done, but the fact is that every sustainable investor or impact investor will need to look at the people and communities and the effects on them." Elvira Lefting, MD at Finance in Motion highlighted, "As investors, we need to be aware that supply chains are at risk and require investment to become more resilient. Supply chains represent an investment opportunity that spans sectors and needs. Decarbonisation is not just an ESG mantra; it is genuinely necessary, and supply chain investment is the most common and needed investment in Emerging Markets." #deheza #event #GlobalWealthConference2024 #economy #finance #sustainability
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🌍 To close the 1st of 3 days of the #FideOxford24 Congress, we'll hold a panel discussion on the “Strategies for #decarbonizing portfolios and accelerating #transition.” 👥 We will count with excellent professionals and experts. Dennis Baas, Head of Sustainability Strategy for Allianz Global Investors, Luis Gonzalez, CESGA®, CAIA, Head of Sustainability at BBVA Quality Funds, and Philippe Le Gall, Senior ESG Engagement Specialist at Pictet Asset Management, will be the speakers and Ignacio Rodriguez Añino, MFIA, Chief Distribution Officer Americas for M&G Investments, will moderate the discussion. 🥂Stay with us! This will not be it, after a fantastic first day of debate, every attendee is invited to the evening drinks prior to the welcome dinner at the Jesus College. More details about the congress 👉 https://lnkd.in/dd48M9tw ℹ️ Congress Directors Cristina Jiménez Savurido, President and founder Fide Foundation. Juan Ramón Caridad, CAIA, MFIA, Board Member, Fide Foundation. ℹ️ Academic Coordinators Victoria Dal Lago Demmi, Academic Director, Fide Foundation. Lucía Hernández Sánchez, Academic Coordinator, Fide Foundation. ℹ️ Scientific Committee Ana Rivero Fernández CESGA,CIIA, Operating Partner ESG at Alantra. Marisa Aguilar Villa, Managing Director | Country Head Iberia, Allianz Global Investors. Angel Perez Agenjo, Founder and Managing Partner, Transcendent. Marta Olavarría, Financial Markets Regulation & Sustainable Finance, Consultant, Lecturer, Independent Advisor. María Folqué, Head of Sustainability at FundsPeople (ES). Gonzalo Yebes Gómez, MFIA, FRM, Senior Financial Risk Expert, Banco de España. ℹ️ Collaborating entities This initiative has had the support of key financial industry players committed to propelling the financial industry into a sustainable future. Pictet Asset Management GAM Investments M&G Investments Columbia Threadneedle Investments EMEA APAC Allianz Global Investors Instituto BME FIAP Internacional Transparency International España #ESG #Sustainability #Finance #FundManagement #SustainableInvestment #RiskControl #ESGMetrics #SustainableFinance #Climate #Climatechange #finance
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🌍 The next topic covered in the #FideOxford24 Congress will be discussed in the following panel discussion: "Resilience to #climatechange". 👥 We will be happy to hear from great professionals with vast expertise in this matter as Eva Gutierrez, Lead Financial Economist in the Latin American and Caribbean Region, The World Bank, Cristina Rivero Fernández, Director of the Industry, Energy, Environment and Climate Department, CEOE, and Clara Isabel González Martínez, Analysis and Market Intelligence Division, Banco de España. María Folqué, Head of Sustainability at FundsPeople (ES) and Member of the Scientific Committee Oxford 2024, will moderate the discussion. More details about the congress 👉 https://lnkd.in/dd48M9tw ℹ️ Congress Directors Cristina Jiménez Savurido, President and founder Fide Foundation. Juan Ramón Caridad, CAIA, MFIA, Board Member, Fide Foundation. ℹ️ Academic Coordinators Victoria Dal Lago Demmi, Academic Director, Fide Foundation. Lucía Hernández Sánchez, Academic Coordinator, Fide Foundation. ℹ️ Scientific Committee Ana Rivero Fernández CESGA,CIIA, Operating Partner ESG at Alantra. Marisa Aguilar Villa, Managing Director | Country Head Iberia, Allianz Global Investors. Angel Perez Agenjo, Founder and Managing Partner, Transcendent. Marta Olavarría, Financial Markets Regulation & Sustainable Finance, Consultant, Lecturer, Independent Advisor. María Folqué, Head of Sustainability at FundsPeople (ES). Gonzalo Yebes Gómez, MFIA, FRM, Senior Financial Risk Expert, Banco de España. ℹ️ Collaborating entities This initiative has had the support of key financial industry players committed to propelling the financial industry into a sustainable future. Pictet Asset Management GAM Investments M&G Investments Columbia Threadneedle Investments EMEA APAC Allianz Global Investors Instituto BME FIAP Internacional Transparency International España #ESG #Sustainability #Finance #FundManagement #SustainableInvestment #RiskControl #ESGMetrics
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#RoadToOxford2024 | Meet the professionals behind the Congress 🗣️ Today we are glad to introduce you to 👤 Ana Rivero Fernández CESGA,CIIA, operating ESG partner at Alantra and member of the scientific committee for #FideOxford24. After 30 years in leading financial positions, Ana brings the initiative a key perspective when it comes to understanding the needs of the financial industry. Ana has previously worked as a financial analyst, strategy director, global head of investments, and sustainable investments director. The #Oxford24Congress will take place at Jesus College Oxford, and will act as a pivotal gathering dedicated to addressing the pressing challenges of #climate risk and the imperative of #doublematerialityassessment for optimizing #portfoliomanagement. Building upon the momentum generated in previous years, this year’s congress aims to catalyze action towards transitioning to a #lowcarboneconomy while ensuring #sustainablebusiness transformation and fostering the necessary collaboration to boost the three «S» in #sustainablefinance: Speed, Scope, and Scale. For the full details please visit 👉 https://lnkd.in/dAkiH5g5 ℹ️ Congress Directors Cristina Jiménez Savurido, President and founder Fide Foundation. Juan Ramón Caridad, CAIA, MFIA, Board Member, Fide Foundation. ℹ️ Academic Coordinators Victoria Dal Lago Demmi, Academic Director, Fide Foundation. Lucía Hernández Sánchez, Academic Coordinator, Fide Foundation. ℹ️ Scientific Committee Ana Rivero Fernández CESGA,CIIA, Operating Partner ESG at Alantra. Marisa Aguilar Villa, Managing Director | Country Head Iberia, Allianz Global Investors Angel Perez Agenjo, Founder and Managing Partner, Transcendent. Marta Olavarría, Financial Markets Regulation & Sustainable Finance, Consultant, Lecturer, Independent Advisor. María Folqué, Head of Sustainability at FundsPeople (ES). Gonzalo Yebes Gómez, MFIA, FRM, Senior Financial Risk Expert, Banco de España. ℹ️ Collaborating entities This initiative has had the support of key financial industry players committed to propelling the financial industry into a sustainable future. Pictet Asset Management GAM Investments M&G Investments Columbia Threadneedle Investments EMEA APAC Allianz Global Investors Instituto BME FIAP Internacional #ESG #Sustainability #Finance #FundManagement
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We're excited to share that Alexandra Brown will be speaking at the #RIAAconf2024 in just one of the many adviser-focused sessions. Only 1 week left to register! Did you know adviser members of RIAA get to attend for free? (Link to join in comments) In the panel discussion 'Yeah but what about...? Navigating obstacles in the ESG marathon', we talk about: - the level of detail an adviser needs to know about ESG topics - foundational social and environmental issues your clients care about - how to quickly find out more - ways to navigate awkward conversations Sharing the stage will be advisers Kathryn Fitch-Daniels and James O'Reilly, both delivering quality outcomes for their clients in ethical and responsible investing and bringing a wealth of experience and real-world insight. As an educator in ethical and sustainable investment advice, Alexandra brings in practical quick-tips to help you uplevel your current understanding and improve your client proposition. Hosted by the Responsible Investment Association Australasia (RIAA) in Sydney and online on 1 & 2 May, this is a must-attend event to connect, learn and position yourself in the race towards a responsible and sustainable future. Get your tickets today: https://lnkd.in/gAQFmnVm If you'd like to chat about which sessions are key for advisers, Alexandra is happy to help you map out your schedule, just send her a message! #financialadvice #financialadvisers #financialadvisors #ESG #responsibleinvesting #clientvalues #goodforbusiness
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I am delighted to take part in the hand-picked annual summit of the European Institutional Investor Institute in #Rome, reserved for #Italy's leading pension funds and organized by Institutional Investor. As professionals and institutional experts, we will exchange our investment approaches on the themes of volatility and uncertainty, which are central to investors' concerns. Uncertainty in the macroeconomic environment, geopolitical turbulence, and regulatory reform make investing challenging. However, as investors, our job is to overcome these obstacles and create a risk hierarchy that enables us to understand where the main risks and best opportunities lie. The program will focus on the following key themes: 1. Asset allocation in a constantly changing macroeconomic environment? 2. Diversification in a new, riskier environment 3. Comparing the performance of public and private markets 4. The constant evolution of ESG regulations and taxonomies Institutional Investor deserves congratulations for their excellent organization and group of investors! #Italy #Rome #InstitutionalInvestors #PensionFunds #Investment #Economy #Markets #InvestmentStrategy
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Joanie Babin, CFA Babin from NBI is joining the list of speakers invited to discuss the most critical issues impacting responsible investment and ESG, at the 2024 Responsible Investment Association Conference. With other industry experts, Joanie will share insights during an advisor session on the best practices and strategies to effectively communicate the benefits of responsible investing to clients. Register here to attend 👇 #RIACon24
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#RoadToOxford2024 | Meet the professionals behind the Congress 🗣️ Today we are glad to introduce you to 👤 Juan Ramón Caridad, CAIA, MFIA the Director of the GET-2 ESG think-tank and the #FideOxford24 Congress 🔸JuanRa is a financial expert with over 25 years of experience in the financial markets (Iberia, LatAm & US), as well as a Trustee of the Fide Foundation. 🔸He has many years of experience in financial institutions, specializing in client management. He's the director of BME's Masters in Finance. 🔸His knowledge of client preferences and financial education brings the GET-2 initiative an invaluable advantage, as he provides strategic guidance to bridge the gap between regulators, financial institutions, and client needs. More information about the Congress 👉 https://lnkd.in/dAkiH5g5 ℹ️ Congress Directors Cristina Jiménez Savurido, President and founder Fide Foundation. Juan Ramón Caridad, CAIA, MFIA, Board Member, Fide Foundation. ℹ️ Academic Coordinators Victoria Dal Lago Demmi, Academic Director, Fide Foundation. Lucía Hernández Sánchez, Academic Coordinator, Fide Foundation. ℹ️ Scientific Committee Ana Rivero Fernández CESGA,CIIA, Operating Partner ESG at @Alantra. Marisa Aguilar Villa, Managing Director | Country Head Iberia, @Allianz Global Investors. Angel Perez Agenjo, Founder and Managing Partner, Transcendent. Marta Olavarría, Financial Markets Regulation & Sustainable Finance, Consultant, Lecturer, Independent Advisor. María Folqué, Head of Sustainability at @FundsPeople (ES). Gonzalo Yebes Gómez, MFIA, FRM, Senior Financial Risk Expert, @Banco de España. ℹ️ Collaborating entities This initiative has had the support of key financial industry players committed to propelling the financial industry into a sustainable future. Pictet Asset Management GAM Investments M&G Investments Columbia Threadneedle Investments EMEA APAC Allianz Global Investors Instituto BME FIAP Internacional #ESG #Sustainability #Finance #FundManagement
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💬 Pioneering Discussions at the 𝗜𝗙𝗥 𝟮𝟬𝟮𝟰 𝗘𝗦𝗚 𝗥𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 on the Evolution of the ESG Market Recently, IFR brought together leading market participants for a lively 90-minute discussion on the latest issues in the #ESG market. The roundtable comprised representatives from Sfil, the French local government and export financing agency, the European Commission, European Investment Bank (EIB), Crédit Agricole CIB, and KfW. Our Senior Funding Manager #GreenBonds, Marlene Walch, engaged with IFR and the esteemed panelists to explore how the investor base has adapted over time, the integrity of the market, the challenges posed by the introduction of the EU #GreenBondStandard, and the importance of its impact and measurement. What a fantastic and insightful discussion! The full report of the Roundtable is now available 👉️ https://lnkd.in/eeuBp_7u Julian Lewis | Aldo Romani | Ralf Berninger | Dr. Christian Engelen, LL.M (Finance), CFA #SustainableFinance #CapitalMarkets #DebtCapitalMarkets #SSAmarket #GreenFinance #ESGinvestments #ESGmarket #FixedIncome
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🌍 During the second day of the #FideOxford24 Congress we will discover “The power and challenges of an efficient engagement”. This panel discussion will be led by engagement professionals from relevant actors in the world of #investment and #assetmanagement. 👥Lara Altable, Head of SRI Stewardship and Policies at Santander Asset Management, Duncan Downes, Senior Client Portfolio Manager for Pictet Asset Management, Francois Humbert, Engagement Lead Manager at Generali Investments, Daniela Mohr Beckdorf, Senior Responsible Investment Analyst for AFP Cuprum, and Mark Wade, Head of Research and Stewardship at Allianz Global Investors, will be the speakers and Christopher Andrews, Head of Engagement for Sustain & Impact Strategies for M&G Investments, will moderate the discussion. More details about the congress 👉 https://lnkd.in/dd48M9tw ℹ️ Congress Directors Cristina Jiménez Savurido, President and founder Fide Foundation. Juan Ramón Caridad, CAIA, MFIA, Board Member, Fide Foundation. ℹ️ Academic Coordinators Victoria Dal Lago Demmi, Academic Director, Fide Foundation. Lucía Hernández Sánchez, Academic Coordinator, Fide Foundation. ℹ️ Scientific Committee Ana Rivero Fernández CESGA,CIIA, Operating Partner ESG at Alantra. Marisa Aguilar Villa, Managing Director | Country Head Iberia, Allianz Global Investors. Angel Perez Agenjo, Founder and Managing Partner, Transcendent. Marta Olavarría, Financial Markets Regulation & Sustainable Finance, Consultant, Lecturer, Independent Advisor. María Folqué, Head of Sustainability at FundsPeople (ES). Gonzalo Yebes Gómez, MFIA, FRM, Senior Financial Risk Expert, Banco de España. ℹ️ Collaborating entities This initiative has had the support of key financial industry players committed to propelling the financial industry into a sustainable future. Pictet Asset Management GAM Investments M&G Investments Columbia Threadneedle Investments EMEA APAC Allianz Global Investors Instituto BME FIAP Internacional Transparency International España #ESG #Sustainability #Finance #FundManagement #SustainableInvestment #RiskControl #ESGMetrics #SustainableFinance #Climate #Climatechange #finance
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