We are pleased to invite you to our first UK Sustainability Forum on 5 July 2023 from 8:30am. This morning-only event will introduce our experts who will share valuable insights in an educational environment on Sustainable Development Goals (SDG)-aligned investing, the Green Bond market, Sustainable and responsible investment (SRI) fixed income and UK regulation around the Sustainability Disclosure Requirements (SDR) and what it means for investors.
We do hope you’ll be able to join us for what promises to be an informative and insightful event featuring some of the most interesting investment and sustainability-focused personnel at our firm.
Presenters & topics
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PRESENTER |
TITLE & FUNDS MANAGED |
SUBJECT |
PRESENTATION SYNOPSIS |
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Matt Christensen |
Global Head of Sustainable & Impact Investing |
Keynote |
To follow |
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Alex Bibani |
Senior Portfolio Manager
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Navigating the complexities of sustainability in equities |
Sustainability is a complex issue that requires expertise and resources to deliver effectively. A global focus must complement local precision to navigate the nuances of the UK market. To ensure that your asset manager is taking the right approach, you should ask them about their engagement initiatives and voting processes. Join Alex as he discusses the approach that he believes is needed to achieve success in sustainability. |
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Giulia Pellegrini |
Senior Portfolio Manager
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How to build SRI portfolios when investing in emerging market debt |
Emerging market debt offers the opportunity to invest in some of the most exciting and dynamic economies and companies in the world, but it is not without considerable challenges particularly when it comes to both ESG and sustainability. Giulia launched the first sustainable EMD funds and built the associated JPMorgan's ESG EM Bond indexes, so is perfectly placed to provide insight into this intriguing element of fixed income investing. |
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Julien Bras |
Senior Portfolio Manager
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The Evolution of Use-of-Proceeds Fixed Income: Green Bonds, Social Bonds & Sustainability Bonds |
These instruments, being used to generate a positive environmental or social impact alongside a financial return, have been more and more popular over the last few years. Julian and Maeva will discuss how this market has evolved and what to expect going forward, especially in a context of increasing regulation. |
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Maeva Ramadier |
Associate Portfolio Manager
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Mark Wade |
Head of Sustainability Research & Stewardship |
What have we learnt from Sustainable Finance Disclosure Regulation (SFDR) and why is Sustainability Disclosure Requirements (SDR) different? |
Mark will give a deep dive into the sustainable finance regulation pathway and what we’ve learnt from SFDR and why SDR is different. |
Programme
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08:30 |
Registration & Breakfast |
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08:45 |
Keynote from Matt Christensen,
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Followed by four breakout sessions with Alex Bibani / Julien Bras & Maeva Ramadier / Giulia Pellegrini / Mark Wade & Matt Christensen: |
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09:15 |
Breakout Session 1 |
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09:45 |
Breakout Session 2 |
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10:15 |
Coffee |
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10:30 |
Breakout Session 3 |
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11:00 |
Breakout Session 4 |
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11:30 |
Close |
Biographies
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PRESENTER |
BIOGRAPHY |
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Matt Christensen
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Matt is Global Head of Sustainable and Impact Investing and a Managing Director with Allianz Global Investors, which he joined in 2020. In this capacity, he is responsible for accelerating the growth of Impact Investing as part of the company’s growing private markets platform; he leads continued integration of ESG factors across AllianzGI’s existing range of public markets products, including stewardship activities; and supports the development of new SRI products. In addition, he has investment oversight for the company’s impact investments. Matt joined AllianzGI from AXA Investment Management, where he had been Global Head of Impact and Responsible Investment since 2011. Prior to this, he was the Founding Executive Director of the think-tank Eurosif (European Sustainable Investment Forum), where he worked for nine years. Mr. Christensen started his career in 1997 as a strategy consultant at Braxton Associates/Deloitte Consulting. He then served as Director of Business Development at Motley Fool, a multimedia financial services company from 1999-2001. |
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Alex Bibani
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Alex is a senior portfolio manager with Allianz Global Investors, which he joined in 2022. He is part of the Global Thematic Equity team with a focus on SDG-aligned investing and sustainability. As portfolio manager he is managing the team’s multi-SDG strategy, Allianz Positive Change. Prior to joining Allianz Global Investors, Alex was a fund manager with Sarasin & Partners in London where he managed a selection of thematically and sustainability-focused global equity funds. He also worked as an equity analyst at IFM Investors in Sydney for three years, and Ratio Asset Management in London for five years. |
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Giulia Pellegrini
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Giulia is a senior portfolio manager for Emerging Markets Debt at AllianzGI, where she focuses on EM sovereign debt strategies and Sustainable Investing. Prior to joining AllianzGI in 2020, she was Head of Sustainable EM Debt Investing at BlackRock since 2015. Giulia was previously Chief Economist for Sub-Saharan Africa in J.P. Morgan’s Emerging Market Research team in London and in Johannesburg and an Economist at the World Bank in the Africa Finance and Private Sector Development Department in Washington D.C. She started her career as an Economist at the Debt Management Office of the Federal Republic of Nigeria in Abuja. |
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Julien Bras
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Julien is the lead portfolio manager of the Green Bond strategy and holds a Master in management from Skema Business School (2006). After working for 4 years as financial controller at Allianz Global Investors (AllianzGI), Julien became SRI fixed income analyst for 5 years. In 2014 he joined the fixed income investment team as SRI portfolio manager on credit strategies. Alongside, he participated in the development of the AllianzGI approach regarding the Green Bond asset class. |
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Maeva Ramadier
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Maeva is associate portfolio manager and back-up on the Green Bond strategy. She joined the Credit team in May 2020 after 2 years within the Global Graduate Programme of Allianz Global Investors during which she did several rotations across different investment teams. Prior to this, Maeva was a XVA Valuation Analyst at Société Générale for 1 year. |
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Mark Wade
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Mark heads up Sustainability Research and Stewardship at Allianz Global Investors under the firm’s revamped Sustainability structure. Sustainability Research comprises thematic research, sector frameworks and sustainability company profiles. The research activities are complemented by the engagement and proxy voting activities of the Stewardship team. The team collaborates with the firm’s Sustainability Investment Office on topics like exclusions and participation in industry bodies and the Sustainability Methodologies and Analytics Team on topics like the new regulatory requirements like Sustainable Investment Share. Prior to this role, Mark was Co-Head of Credit Research and was the fixed income representative on the firm's Sustainability Committee since 2016. Prior to joining AllianzGI in 2014, he was an industrials analyst having worked in both buy and sell side roles at Lehman Brothers, UBS, Aladdin Capital Management and HSBC. |
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