After the strategic ESG Advisor Seminar I from October 2020, we now dive deeper into sustainable investments with the advisors and the value chain in mind. ESG Advisor Seminar II will have strong focus on the investment product value chain, consisting the journey from product development to the investment decision made by the end client.
This seminar will address product governance, product development, product creation, MIFID II, insights from the machine room, how you select or exclude “the change bringers”, implementation of the EU taxonomy and other important specifications, ESG branding, ethical considerations, SFDR, alignment of expectations, investor protection requirements, valuation challenges, regulatory requirements, challenges for product distributors, where is the industry moving?, how to deal with advisor biases, the use of ESG research and how all these topics feed into the final ESG product and, how advisors use all this knowledge with respect to the individual clients investment policy statements and investment decisions.
We have therefore invited David Moalem, Partner at Bech-Bruun Law Firm, William de Vries, Director Impact Equities and Bonds at Triodos Investment Management, Søren Larsen, Head of ESG at Nykredit and Lena Österberg, Head of Equity Research at Carnegie Investment Bank, to share their knowledge about the different stages of the ESG investment product value chain. John Poulsen, member of the Wealth Management Committee, The Danish Finance Society/CFA Society Denmark will moderate the event.
Welcome and introductionary remarks
John Poulsen, member of the Wealth Management Committee, The Danish Finance Society/CFA Society Denmark
ESG Considerations & MiFID II’s Product Governance Regime
From conception to the customer’s basket
David Moalem, Partner, Ph.D., Bech-Bruun Law Firm
Regulation and Investment dilemma’s – About square pegs and round holes
William de Vries, Director Impact Equities and Bonds, Triodos Investment Management
How to Align ESG Investments With Clients
Søren Larsen, Head of ESG, Nykredit
ESG and Equity Research
Lena Österberg, Head of Equity Research, Carnegie Investment Bank
David Moalem, Partner, Ph.D.
Bech-Bruun Law Firm
David Moalem is a partner with the “magic circle” law firm Bech-Bruun and is one of the country’s leading advisers within Financial Institutions and Investment Funds & Managers. David holds a Master of Law from Aarhus University and a Ph.D. from University of Southern Denmark.
William de Vries, Director Impact Equities and Bonds
Triodos Investment Management
William de Vries is Director of Triodos IM Impact Equities and Bonds since February 2020. He joined Triodos IM in 2017 as Fund Manager Triodos Euro Bond Impact Fund and has since been promoted to Director of the department. William brings over 25 years of experience in the industry. Prior to Triodos, William spent nearly 10 years at Kempen Capital Management as Head of Core Fixed Income and held several portfolio management and director positions at Philips Pension Fund, Merrill Lynch Investment Managers and BlackRock. William holds a Master’s degree in International Economics from Tilburg University (1989), is a certified CEFA (VBA) analyst and is registered with the Dutch Securities Institute as an Institutional Investment Advisor.
Søren Larsen, Head of ESG
As Nykredit Head of ESG, Søren Larsen is responsible for the implementation and further development of the Nykredit Group’s investment policy. Søren has been at Nykredit since 2008 and has worked with sustainable investments since the formulation of Nykredit’s first policy in the autumn of 2008. Since 2011, Søren has headed Nykredit Asset Management’s department for sustainable investments. Before Nykredit, Søren has worked with globalization and sustainable development at the Liberal Party’s Political Economic Secretariat at Christiansborg. Søren holds a Master of Political Science from Aarhus University.
Lena Österberg, Head of Equity Research
Carnegie Investment Bank
Lena Österberg is Head Of Sustainability Research and Strategy at Carnegie Investment Bank. For six years prior to that she was Head of Equity Research at Carnegie. She have worked in the financial markets for the past 22 years, first in investment banking at Goldman Sachs in London, advising on equity and debt financing and M&A in the tech, media and telecom sectors, and then she moved to equity research and have worked for both international firms and regional houses including UBS and SEB. Lena Österberg is also member of the Technical expert group on SMEs in the European Commission.
Moderator, John Poulsen, member of the Wealth Management Committee, The Danish Finance Society/CFA Society Denmark
This seminar is inspired and created by the Wealth Management Committee under The Danish Finance Society/CFA Society Denmark, consisting Linda Sandris Larsen, Lotte Månsson, John Poulsen, Mads Jensen, David Moalem, Kim Dalsgaard and Christian Olsen.
Non-members DKK 1.250,00
CFA PL credits
If you are a CFA Institute member, you are eligible to record 2,00 PL credits hours for your participation in this meeting