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The UNEP FI Regional Roundtable for Sustainable Finance in Asia Pacific took place on 5 – 6 June 2019 in Shanghai, China. The event was co-hosted with the Shanghai Lujiazui Financial City Council Green Finance Development Committee (GFDC) and in collaboration with Principles for Responsible Investment.
UNEP FI’s Roundtable, held at the Grand Kempinski Hotel Shanghai in Lujiazui Finance and Trade Zone, Pudong New District in Shanghai, China, was part of UN Environment’s 2019 World Environment Day celebrations hosted by China, under the theme “Air Pollution”.
Read event highlights and view photos here.
The 1.5-day event featured:
- Investment sessions curated by the PRI, the world’s leading proponent of responsible investment.
- Banking content featuring the landmark Principles for Responsible Banking
- A Principles for Sustainable Insurance China market event
- High-level plenaries and keynotes from regulators, government officials and leaders in sustainable finance.
The event was co-organised by ChinaSIF and supported by the Green Finance Committee of China Society for Finance and Banking, IFC, UK Government, World Wide Fund for Nature.
We are proud to work with EcoAct to make this event carbon neutral.
2019 UNEP FI Asia Pacific Regional Roundtable
5-6 June 2019, Shanghai, China
DRAFT Agenda Outline
Positive Impact Finance, Programme Lead, UNEP Finance Initiative
Careen leads UNEP FI’s Positive Impact Initiative, which aims to catalyse the finance sector’s ability to finance sustainable development and the transition to a more inclusive and sustainable economy – as per the Sustainable Development Goals (SDGs) adopted in 2015. At the heart of the Initiative lie the Principles for Positive Impact Finance and the belief that impact that impact-based business and financing models will be key to addressing the SDG financing gap.
This focus builds on close to 10 years at UNEP FI, during which Careen helped develop and expand the sustainable finance agenda in emerging markets, by supporting the development of strong in-country sustainable finance networks and the creation of a well-established training programme on environmental & social risk management. A strong believer in the need for simple communication tools for banking practitioners, Careen is also co-author of UNEP FI’s Guide to Banking & Sustainability.
Dr. Philipp Aeby is CEO of RepRisk and previously held the position of Chief Operating Officer and Managing Partner. Before joining RepRisk in 2006, he served in various managerial positions across Europe at Amgen, a global biopharmaceutical firm, and worked on a broad range of international assignments with the Boston Consulting Group. Philipp holds a PhD in Environmental Physics and a Master’s degree in Climatology from the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland.
Philipp is a member of the Global Advisory Council of Cornerstone Capital Inc and of the Business Advisory Board of the Swiss Peace Foundation. He was on the Board of Swiss Sustainable Finance and on UNICEF’s Advisory Board during the launch of UNICEF’s Children’s Rights and Business Principles.
Chief Sustainability Officer, City Developments Limited (CDL)
A sustainability pioneer in Singapore, Esther has been instrumental in establishing CDL’s sustainability leadership and ESG best practices. These include publishing the first sustainability report using GRI standards in 2008 and issuing the first green bond by a Singapore company in 2017. A forerunner in embracing the UN SDGs, Esther was conferred 2018 SDG Pioneer for Green Infrastructure and A Low Carbon Economy by the UN Global Compact. She also sits on board World Green Building Council, Singapore Green Building Council, UNEP Finance Initiative Real Estate Group, GRI Corporate Leadership Group, Asia Pacific Real Estate Association Singapore Chapter Board and Global Compact Network Singapore. Founder of the Women4Green Network, Esther strives to empower women to drive sustainable practices at home, at work and at play.
Sustainable Finance Engagement Manager, WWF Singapore
Sylvain is a Sustainable Finance Engagement Manager within WWF-Singapore. In this capacity, he notably works with financial institutions and regulators across the ASEAN region to strengthen ESG integration capabilities and develop a range of green financial solutions.
In his previous position, Sylvain has been working within BNP Paribas Corporate & Institutional Banking for over 9 years, where he contributed to setting up the bank’s environmental and social risk management framework. This started with the Equator Principles application to project financing and advisory, and expanded to cover the definition and implementation of ESG policies to clients and projects in sensitive sectors globally, and to the development of ESG screening tools.
Sylvain holds a MSc in Engineering from ENSTA ParisTech, one of the top French engineering schools, and also studied in the UNEP-Tongji IESD in Shanghai.
Programme Leader at UN Environment’s Principles for Sustainable Insurance Initiative
Butch Bacani leads UN Environment’s Principles for Sustainable Insurance Initiative (PSI), the largest collaborative initiative between the UN and the insurance industry. Endorsed by the UN Secretary-General and insurance industry CEOs, the PSI serves as a global framework for the insurance industry to address environmental, social and governance issues as risk managers, insurers and investors—and a global initiative to strengthen the industry’s contribution to building resilient, inclusive and sustainable communities and economies. Developed by UN Environment’s Finance Initiative, the PSI was launched at the 2012 UN Conference on Sustainable Development.
Butch leads PSI activities supporting global policy frameworks such as the UN Sustainable Development Goals, Paris Agreement on Climate Change, and Sendai Framework for Disaster Risk Reduction, as well as the Financial Stability Board’s climate risk disclosure recommendations. He forged the largest collaboration between the insurance industry and cities, wrote the Insurance Industry Development Goals for Cities, forged the PSI’s partnership with the world’s microinsurance community, and co-led the creation of UN Environment’s Sustainable Insurance Forum for regulators. Butch is involved in the UN Secretary-General’s Climate Resilience Initiative, G7 and G20-backed InsuResilience Global Partnership, and Vulnerable 20 Group of Ministers of Finance.
Butch led the global research, consultation and drafting process that created the PSI in 2012, and UN Environment’s insurance and investment programmes from 2006 to 2010, including activities with the Principles for Responsible Investment. He has shaped global insurance industry commitments to address climate change, disaster risks, tobacco risks and illegal fishing; and to protect World Heritage Sites. Butch has authored or contributed to pioneering studies, including the first sustainable insurance study; first global sustainability survey of the insurance industry; first global insurance industry survey of cities, SMEs and climate risks; and a legal roadmap on fiduciary duty and responsible investment. Before the UN, he was in the insurance industry for over a decade, working with leading insurers and reinsurers worldwide.
Senior Policy Adviser, Climate and the Energy Transition
Edward is responsible for TCFD and climate scenario planning projects at the PRI. Including, co-authoring PRI’s Asset Owner guide to TCFD, the 2019 climate risk indicators (a part of the PRI’s reporting framework), leading collaboration with 2⁰ Investing Initiative on an online climate scenario tool as well as initiating a UK & Chinese government backed climate and environmental risk disclosure pilot with 10 financial institutions.
Prior to joining PRI, he was the UK Foreign & Commonwealth Office’s lead for green finance in China. Edward designed bespoke UK – China collaborations on green bond market development, low carbon indices, climate risk, carbon disclosure, green infrastructure investing as well as acting as a key interface between the Bank of England and the Peoples Bank of China in the run up to high-level bilateral dialogues and China’s 2016 presidency of the G20. He speaks Chinese and Japanese and studied environmental economics at SOAS, the University of London.
General Manager of the Legal and Compliance Department of Industrial Bank
Mr. Hua Bing is head of legal and compliance department of industrial bank, the leading department of Equator Principle in IB. As the Chief Environment Officer of the Industrial Bank, he has been leading the set-up and implementation of the Equator Principles management system and environmental and social risk management system of the Industrial Bank.
Mr. Hua has also been actively promoting Equator Principle in China. He is the leading Researcher of the “Equator Principles and Sustainable Banking” research group of Industrial Bank and has published the research monograph named “Green to gold–Empirical Study of Sustainable Banking based on Equator Principle”.
Head of Sustainability Governance & Risk, National Australia Bank
Rosemary is Head of Sustainability Governance & Risk at the National Australia Bank. She has responsibility for coordinating the integration of ESG (Environmental, Social & Governance) Risk into the NAB Group’s risk management framework. Her work includes a focus on climate change and climate risk disclosure as well as supporting NAB’s work on natural value. Rosemary is also currently a director on the Boards of North East Water, Moreland Energy Foundation and Sustainable Business Australia. She is a member of the UNEP FI Banking Committee and advisory bodies for the Natural Capital Finance Alliance, the Natural Capital Coalition, the Melbourne Sustainable Society Institute and the Australian National Environmental Science Programme Threatened Species Recovery Hub.
Director - RPI & Sustainability, Hermes Investment Management
She is a leader in responsible investment for almost thirty years managing £30.8 bi AUM(Dec 2017). In 2015 Tatiana has integrated the Responsibility team with the task to develop Hermes carbon risk strategy and to support the integration of ESG across private markets: real estate, infrastructure and private equity. In parallel, since she joined in 2008, as Head of responsible Property investment she is in charge of the integration of ESG in real estate investment and asset management practices to protect and enhance asset value over time. Tatiana has a lead role in delivering Hermes advocacy programme challenging the investment industry to focus on holistic returns, with a focus on climate change, fiduciary duty, and positive impact finance.
Chair Investment Committee UNEP Finance Initiative and Member policy programme Institutional Investors Group on Climate Change
(IIGCC), she has been an active contributor to public policy and sector engagement. Tatiana is also an active member of the Better Buildings
Partnership, she sits in the British Property Federation’s sustainability committee and the advisory boards of the Building Performance Institute Europe and the Global Real Estate Sustainability Benchmark.
Tatiana has previous experience developing innovative sustainability programmes through public-private partnerships. At the London
Climate Change Agency, working for the London Deputy Mayor, she delivered the Better Buildings Partnership (BBP) and contributed to the first London ESCO. Her previous consultancy work covered UK and international climate change policy, carbon markets and instruments, sustainable urban development and third-party energy efficiency financing.
Deputy CEO, Golomt Bank of Mongolia
Mr. Tomas Bravenec of the Czech Republic is an international banking professional with over 25 years track record with leading European and global banks as well as International Financial Institutions.
His main areas of expertise include investment, corporate and commercial banking, risk management as well as development banking. He gained majority of his experience with Bank Austria Creditanstalt, Citigroup and the EBRD, covering developed as well as emerging and frontier markets, while working in New York, London, Vienna, Prague, Almaty and currently Ulaanbaatar. His project finance, development impact assessment and green/sustainable financing skills and expertise were forged, among others, through direct involvement in the implementation of EBRD’s Sustainable Energy Financing framework in Kazakhstan in late 2000’s.
Currently, he holds Deputy CEO role at Golomt Bank of Mongolia, with primary responsibility for Finance, Treasury, Financial Markets and Funding.
He is proficient in five languages, including intermediate level of Mongolian.
CEO, BNP Paribas (China) Ltd.
CG Lai is CEO of BNP Paribas (China) Ltd. and is responsible for overseeing the bank’s strategic growth and overall business development in this rapidly growing and vital market.
CG joined BNP Paribas in 1966. Before being appointed CEO for BNP Paribas China, most recently, CG was Deputy CEO of BNP Paribas China, leading China Capital Market platform and Head of Global Markets for Greater China.
CG brings to table impressive breadth of banking experience and his deep insights into the everchanging China market gained over 30 years. He held various senior positions in BNP Paribas, including Head of Fixed Income for Greater China, and Head of Corporate Group Asia (Ex- Japan), Fixed Income for the bank. Prior to joining BNP Paribas, he was worked for Chase Manhattan Bank and American Express Bank.
CG received his master in Business Administration from the University of Washington.
Head of International Business, Golden Credit Rating International Co. Ltd
Stella has 7 years equity research experience and 6 years insurance experience.
She is an experienced Senior Analyst with a demonstrated history of working in the Investment Banking and insurance industry. She has China Securities Association Certificates and US NASD Analyst License.
She graduated with a Master of Finance & Investment from Exeter University, UK and a
Bachelor of Economics from Central University of Finance and Economic, China.
Events and Outreach Coordinator, UNEP Finance Initiative
Mustafa joined UNEP FI in August 2018 and oversees the Initiative’s events and related outreach programmes in the communications team. These events aim to increase understanding of developments in sustainable finance to financial institutions across the world, and to provide UNEP FI members the chance to demonstrate leadership in the field. Activities include 5 Regional Roundtables as well as the biennial Global Roundtable.
Prior to joining UNEP FI, he worked in London in financial research, communications and events for organisations such as Climate Action and Euromoney. He holds a BSc in International Politics as well as an LLB Law.
Head of Sustainability Strategy, Standard Chartered
Simon is Head of Sustainability Strategy at Standard Chartered. In this role he leads the Bank’s external engagement and co-ordinates internal action on sustainability across the organisation with a specific focus on climate change and human rights. Simon has over a decade’s experience in helping banks understand and manage environmental and social risks and opportunities presented by their client portfolios, holds a BSc in Politics with Economics from the University of Bath and is a qualified Corporate Treasurer and Management Accountant.
RAM Group ESG-Sustainability Analytical Lead, RAM Rating Services Berhad
Promod Dass is the CEO of RAM Consultancy Services Sdn Bhd (RAMC). RAMC, which provides sustainability ratings and green bond second opinions, is a wholly owned subsidiary of RAM Holdings Berhad (RAM Group). Promod was formerly the Deputy CEO of RAM Rating Services Berhad (RAM Ratings),[1 Oct 2011 – 31 Dec 2018]. Promod as RAM Group’s ESG-Sustainability Analytical Lead continues to spearhead RAM Group’s involvement in the United Nations-supported Principles for Responsible Investment’s(PRI) Statement on ESG in Credit Ratings, since May 2016. Promod is a member of PRI’s Advisory Committee on the ESG in Credit Risk and Ratings initiative. He is also internationally active champion of sustainable finance.
Promod has 23 years’ experience in the financial services industry including 18 years at RAM Ratings. He began his career with Malaysian International Merchant Bankers Berhad. Promod holds a BSc (Honours) in Accounting and Financial Analysis from University of Warwick, UK.
Ronald van Dijk
Managing Director, Head of Capital Markets Investments
Ronald van Dijk is a Managing Director, Head of Capital Markets Investments. Ronald oversees APG’s actively-managed equity, fixed income and commodities portfolios for approximately EUR 350+ billion in invested assets. The portfolio management teams are located in Amsterdam, Hong Kong, and New York. Ronald is a (substitute) chair of APG’s Committee for Investment Proposals, which evaluates and approves direct and indirect investments in the field of traditional and alternative asset classes.
Before joining APG Ronald worked for ING Investment Management (rebranded as NN Investment Partners) in various roles and worked with a wide range of clients including banks, insurance companies and pension funds. Ronald has lectured at the University of Tilburg and Erasmus University Rotterdam. He has publications in various academic journals. He obtained a Ph.D. from the Erasmus University Rotterdam.
Head of Technology of Dagong Global Credit Rating Co., Ltd
Sifan joined Dagong in September 2014 and since then she has
been involved in rating business and technical research.
Sifan is experienced in providing rating services for international
rating projects, covering financial institutions and multilateral
development institutions. In addition to that, she is also responsible
for technical research which includes rating methodology, rating
models, rating criteria and rating technicals etc..
Sifan has a Master of Social Sciences degree in Finance and
Investment from the University of Bristol. She is taking the
Chartered Finance Analyst program.
Chair of I4CE
Pierre Ducret is Special Advisor for climate change at Caisse des Dépôts Group and Chair of I4CE – Institute for Climate Economics. Until March 2015 he was Chairman and Chief Executive Officer of CDC Climat, a Caisse des Dépôts subsidiary dedicated to supporting the transition to an ecological and low-carbon economy. He is also one of Finance for Tomorrow’s (F4T) ambassadors as a Board Member and author of the government report “A French strategy for green finance”
Pierre Ducret started his career as executive manager in local development finance at the Caisse des Dépôts Group. Over 15 years, he contributed to regional planning and developed initiatives for local authorities.
He was also Managing Director at the Greater Lyon authority during six years.
Upon his return to Caisse des Dépôts, he was executive director of the Pensions Unit, Group Corporate Secretary, and then Director for Banking Services. From 2000 to 2010, he also directed the Caisse des Dépôts Group’s sustainability strategy, before creating CDC Climat.
He is a graduate of Sciences-Po and the Ecole Nationale d’Administration, and holds a Master’s degree in philosophy.
He is co-author, with Maria Scolan, of the book “Climate, the Financial Challenge” published by Agence Française de développement in December 2017.
Climate Lead, UNEP FI
Remco Fischer joined UNEP FI in October 2006 and coordinates the Initiative’s activities on climate change (through the UNEP FI Climate Change Working Group). These aim to increase the understanding of both the implications of climate change on financial performance and the roles of the finance sector in addressing climate change; as well as to advance the integration of climate change factors, both risks and opportunities, into financial decision-making. Activities include research, advocacy, awareness raising, capacity building and the development of guidelines and tools for financial institutions.
Prior to joining UNEP FI, he worked as an investment management assistant for the German Development Finance Institution (DEG; KfW Group of Banks), designing structured deals in infrastructure project finance (predominantly renewables).
He holds a British BA Honours in Business Administration and Economics from Napier University in Edinburgh, a Spanish Licenciatura from Alicante University and a German Diploma (MSc equivalent) from Aachen University of Applied Sciences.
Senior Director & Sector Lead (China) Infrastructure Ratings , S&P Global Ratings
Gloria Lu is a Senior Director for the Infrastructure Ratings team in Asia Pacific. Based in Hong Kong, Gloria leads the analytical, research and outreach activities in the utilities and infrastructure sector in Greater China. She is S&P Global Ratings’ main spokesperson for infrastructure ratings in Greater China.
Before taking on her current role, Gloria worked in the Structured Finance Ratings group, where she covered the full suite of structured finance products in Asia (ex-Japan). Gloria joined S&P in 2004 and before that she worked with corporate banking teams of two international banks for more than five years.
Gloria has a Bachelor of Science degree in Biology, a Master degree in Economics from Nanjing University and a Doctorate in Finance from the Chinese University of Hong Kong. She is a Chartered Financial Analyst (CFA) and a certified Financial Risk Manager (FRM).
Deputy Director of Urban Finance Research Institute of Industrial and Commercial Bank of China
Ms. Yin Hong, Ph.D. in Economics, Deputy Director of Urban Finance Research Institute of Industrial and Commercial Bank of China, Deputy General Secretary of Green Finance Committee in China Society for Finance and Banking. She is in charge of research on financial theory and practice of commercial banks, international finance, green finance, industry analysis, credit risk, social environmental risks, etc.. With 16 years of experience in credit and investment management, she is an excellent expert on credit policy, process design and risk management. During recently years, she has been making great effort on green finance research, such as the stress test of environmental factor`s effect on commercial bank`s credit risk, ESG rating and green index, Belt& Road green fiance, which are widely regarded as world leading. She takes the lead in writing books of green finance, such as “Environmental Risk Analysis by Financial Institutions”, “The Case Study of Chinese Green Finance Development” and “The Case Study of International Green Finance development” etc. As the head of Chinese side, she has been dedicated to the China-UK environmental information disclosure pilot project, in order to establish and implement the framework of information disclosure of environmental institutions.
General Manager, Hwabao WP Fund
Ms. Helen Huang Xiaoyi, MBA of Schulich Business School, York University, Canada. Ms. Huang used to be financial analyst of TD Securities Canada, CFO of Acthop Ltd. Hong Kong/Los Angeles. She joined Hwabao WP Fund since May 2003. Ms. Huang is General Manager of Hwabao WP Fund while holding concurrent post of Deputy President of China Asset Management Association. Ms. Huang was awarded Shanghai Financial Leading Talent by Municipal Government in 2016.
Ms. Huang’s profound experience in mutual fund product development, cross border investment, quant/ETF investment leads Hwabao WP to be a pioneer in multi strategy construction and ETP business. Ms. Huang also vigorously promotes the company’s green finance business especially in green equity investment and ESG Smart Beta strategy.
Group Executive, People, Performance & Reputation, Insurance Australia Group Limited
Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research
Dr. MA Jun is the UN Environment’s Special Advisor on Sustainable Finance. He is also Special Advisor to the Governor of the People’s Bank of China, Chairman of Green Finance Committee of China Society for Finance and Banking, and Co-chair of G20 Green Finance Study Group. Before joining Tsinghua University, he was the Chief Economist at the Research Bureau of the People’s Bank of China (PBOC) from 2014-17. Prior to that, he worked for 13 years at Deutsche Bank, where he was Managing Director, Chief Economist for Greater China, and Head of China and Hong Kong Strategy. From 1992-2000, he worked as public policy specialist, economist and senior economist at the International Monetary Fund and World Bank. From 1988-1990, he was a research fellow at the Development Research Center of China’s State Council. Dr. Ma received his Ph.D. in Economics from Georgetown University in 1994, and his master’s degree in Management Science from Fudan University in 1988.
Chief Sustainability Officer, Sumitomo Mitsui Trust
Kanai entered Sumitomo Trust and Banking (current Sumitomo Mitsui Trust Bank) after graduating from the school of Law of Osaka University in 1983. He has been in charge of sustainability since 2005. He has led the development of a wide range of products and services related to sustainability such as various ESG funds and positive impact loans. He assumed office as a member of various committees such as the Ministry of the Environment and the Ministry of Land, Infrastructure and Transport, and made various recommendations to the government such as promoting sustainable real estate markets. He was a member of the steering committee for Principle for Financial Action towards Sustainable Society and also the chairperson of its Community Support Working Group. He is a co-author of CSR related books such as “CSR Management and SRI“ and“Introduction to Natural Capital”.
Global Project Finance Department, Mizuho Bank, Ltd.
Oki Kondo is the General Manager of Sustainable Development Office, Global Project Finance Department, Mizuho Bank. Based in Tokyo, he is responsible for Mizuho’s practice of the Equator Principles. He is a project finance banker with extensive experience for twenty years. From Tokyo and London, he worked as the lead arranger and financial advisor for many project finance transactions globally in various industries such as conventional power, renewable power, oil & gas, LNG, FPSO, LNG vessels, copper and other types of mining. As the capacity of Mizuho as a steering committee member and the Asia-Oceania regional representative of the Equator Principles Association, he actively contributes to the activities of the Equator Principles Association and its working groups. He holds a bachelor’s degree from Keio University in Japan, a master’s degree from the London School of Economics and Political Science, and an MBA from the University of Cambridge.
President, E Fund Management Co., Ltd.
Ms. Sau Kwan is the President of E Fund Management, responsible for the overall global strategy and business. Prior to joining E Fund, she was the Senior Vice President of Greater China of State Street Bank and Trust Company as well as the China Branch Manager. She has over 20 years of experience in fund industry and risk management. She held various senior management positions in State Street Boston and Asia headquarter.
She holds a Master of Finance degree from Boston College, a Master of Business Administration from Suffolk University and a Bachelor of Arts degree from Chinese University of Hong Kong.
Deputy General Manager of FTB Bank and Sustainable Finance Committee Chair of the Association of Banks in Cambodia
Rachana currently serves as Deputy General Manager/ Chief Risk Officer of FTB Bank and also the Project Manager of AFD‐FTB Access to Finance project. The Project has been financing water and electricity operators with the credit facility from AFD along with guarantee scheme and technical assistance grant from European Union. She has been with FTB Bank more than 13 years and has served in various positions in credit, branch management, international banking, and risk management. Before joining FTB Bank, she was in the role of Deputy General Manager at a leading Micro Finance Institution in Cambodia. Her first job was with Crédit Agricole Indusuez, Phnom Penh branch as Credit Analyst.
Rachana holds a Master Degree in Business Administration from Asian Institute of Technology, Thailand and a Bachelor degree from Royal University of Law and Economics in Phnom Penh, Cambodia.
Sustainable Finance Engagement Manager, WWF Singapore
In his role at WWF, Keith engages finance sector stakeholders to drive best practice on responsible lending and investment. He is co-author of two WWF sustainable finance reports, Resilient and Sustainable Portfolios (April 2019) and Keep Palm, an investor primer on palm oil sustainability (July 2018), and was a contributing author to WWF’s Sustainable Banking in ASEAN report (September 2018). He has also published in academic peer-reviewed journals on sustainability-related topics. Keith’s prior experience includes working as an analyst in investment banking, where he covered debt, equity and mergers and acquisitions in the diversified industrials sector.
Keith completed his PhD in city and regional planning at the University of California, Berkeley, where he focused on urban sustainability and food waste. Keith also holds a master’s degree in environmental management from Yale University and a bachelor’s degree in economics from the University of Chicago.
Head, Advocacy, Asia Pacific CFA Institue
Mary is the Head, Advocacy, Asia Pacific at CFA Institute. She leads the team that is responsible for building market integrity in APAC by developing and advocating capital markets policy positions that raises investor protection and fosters sustainable industry growth. She also oversees the promotion and development of Asia-Pacific Research Exchange (ARX), a research hub through which we engage with societies, members, governments, regulators, academia and other industry stakeholders 6o advance the wider CFA Institute mission.
Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. She joined Coutts & Co, where she was director of Business Development and Management for North Asia. Prior to that she was executive director at UBS AG, where she led the Corporate Advisory Group in Hong Kong. With experience in both the buy- and sell-sides, Mary has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high-net-worth individuals.
Mary graduated from Peterhouse, Cambridge with a degree in Engineering. She is a CFA charterholder and speaks English, Putonghua, and Cantonese.
China Coordinator, GIP and economist at the Research Center for Green Finance Development at PBC School of Finance of Tsinghua University
Cheng Lin is the China Coordinator for the GIP and economist at the Research Center for Green Finance Development at PBC School of Finance of Tsinghua University and research fellow in the Green Finance Committee of China Society for Finance and Banking. His interests of research are mainly on topics related to green finance and he has been working under the G20 on green finance issues for three years. Before joining Tsinghua University, he has been working in PBOC from 2010 to 2017, including the International Department and Haikou Central Sub-branch. From 2014-2015, he was Deputy Representative at the PBOC Representative Office in Tokyo. He received Bachelor’s Degree of Arts in English Language and Literature and minor courses in International Trade in 2008 from Wuhan University, and Master’s Degree of Arts in English from Shanghai International Studies University in 2010.
Deputy Director of the Department of Policy Research, International Environmental Cooperation Center (IECO), Ministry of Ecology and Environment, P.R. China
LIU Yuan is Deputy Director of the Department of Policy Research, International Environmental Cooperation Center (IECO), Ministry of Ecology and Environment, P.R. China. She has/is engaged in many areas of development and administration activities within the organization and specifically in developing, managing and implementing the programmes under the Montreal Protocol, UNFCCC, Convention of Biological Diversity, and related technologies, policy research and consultancy in field of ecology and environment protection. Based on her work experience, she carried out further research on greening investment and financing to promote environment friendly investment.
Managing Partner, DWS
Priscilla joined DWS in 2014 with 36 years of industry experience, with over 14 years in PE and VC investment management from Silicon Valley to China. She is experienced in the IPO process on both the NASDAQ and HK listings.
She was also nominated in 2014 as one of the top few valuable Chinese Scholars “The Thousand Talents Plan” “千人计划- 企业创新人才” by the Chinese government based on her leadership and contributions made to Chinese industries and businesses; recognized as Most Distinguished Engineer by Society of U.S. Chinese Engineers in 2013
Prior to joining, Priscilla founded GSR Capital, one of the top performing funds in China and the general partner and founder of Cathaya Capital, a cross border fund investing in clean tech and healthcare in China. Priscilla was an advisor and limited partner of Mayfield, where she established its China fund and helped to found Golden Sands River, a venture capital fund that invests in early and growth technology companies in China. In addition, she was a founding member of China’s Cleantech Group
Priscilla is a member of the People’s Bank of China’s (PBOC) Green Finance Committee, and also a member of China’s AMAC organization that regulates private equity and asset management in China
Priscilla holds a Ph.D. in Electrical Engineering & Computer Science from the Northwestern University
Director of Policy and Research at PRI
Will Martindale is Director of Policy and Research at PRI, the United Nations-supported Principles for Responsible Investment. Will leads PRI’s global regulatory affairs and public policy programme, the flagship fiduciary duty project jointly with UNEP FI and the implementation of PRI’s sustainable financial system activities in national policy reform. Will has a background in banking, joining JPMorgan’s graduate programme in June 2004. In September 2010, Will joined French bank, BNP Paribas, as a business manager for their credit trading desk. Will holds a MSC in Comparative Politics from the London School of Economics and a BSC in Maths from King’s College London.
Head of Responsible Investment, First State Super (FSS)
Liza McDonald, Head of Responsible Investment, First State Super (FSS): Since joining FSS in December 2006, Liza’s key responsibilities have included assisting the investment team with investment and asset class research and reviews. As Head of Responsible Investment Liza is responsible for development and implementation of First State Super’s Responsible Investment Policies and Socially Responsible Investment Options including manager and asset class ESG reviews; execution of the Fund’s Climate Change Adaptation Plan and broader ESG policy compliance (voting, screening and engagement with companies). Prior to joining FSS, Liza was employed at Mercer Legal from June 1997 to December 2006 focusing on trustee education and corporate secretarial duties for trustees.
Liza is a Director of the Australian Council of Superannuation Investors and holds advisory committee positions with the Principles of Responsible Investment (Australia Network) and ESG RA. Liza holds a Post Graduate Diploma of Applied Finance at Kaplan Education.
Deputy Director, Sustainability, HeveaConnect
Kavic is responsible for the development and implementation of sustainability & EHSS standards at HeveaConnect, the world’s first global digital platform for sustainably processed natural rubber. He joined HeveaConnect from Halcyon Agri, the world’s largest natural rubber producer. He has an Honours Degree in Environmental Engineering, a Masters Degree in Environmental Management from the National University of Singapore and an MBA(Distinction) from the Alliance Manchester Business School.
Kavic was a nominee for the inaugural Straits Times Singaporean of the Year award and made the GreenBiz and World Business Council for Sustainable Development “30 Under 30″ list of emerging global leaders who are shaping the next generation of sustainable business. He was a key member of the team that developed a first of its kind green public procurement policy for printing paper in Singapore. He has provided frequent commentaries on leading media platforms such as the BBC, The Straits Times, ChannelNewsAsia, TODAY and The Jakarta Post. He tutors part-time on environmental economics & public policy at the Lee Kuan Yew School of Public Policy.
Head of Sustainability Asia Pacific ABN AMRO Bank N.V.
Ghislaine Nadaud is the Asia-Pacific Head of Sustainability for ABN AMRO N.V. and is based in
Singapore. She started her career as an attorney and practiced corporate and employment law in
The Hague and Amsterdam (The Netherlands). Ghislaine joined ABN AMRO as a legal counsel
in 2006 and started specialising in sustainable banking policy and risk management in 2011.
Moving to Asia in 2016 to set up ABN AMRO’s first ever regional sustainability department for its
APAC Corporate & Institutional Banking business, Ghislaine is responsible for taking the lead on
engaging with clients, non-governmental organisations and other stakeholders on all matters
related to sustainability. She is also focused on driving the Bank’s agenda on human rights due
diligence, value chain management and sustainable finance.
Aside from her professional work, Ghislaine is the chair of the Sustainable Business Committee
for ADB DutchCham in Singapore as well as an active member of Soroptimist International, a
global volunteer movement focused on transforming the lives of women and girls.
Ghislaine has a LL.M. degree from the Universiteit Leiden with a post graduate degree in
employment and labour law from Erasmus Universiteit Rotterdam. She has also completed the
Prince of Wales’ Business & Sustainability Programme from the University of Cambridge Institute
of Sustainability Leadership.
In her free time Ghislaine enjoys travelling, tennis, scuba diving and running.
Head of China, Principles for Responsible Investment (PRI)
Luo Nan joined as the Head of China for the Principles for Responsible Investment (PRI) since October 2017. She works with Chinese partners to raise the awareness of responsible investment in China and supports institutional investors to incorporate ESG issues into the investment process.
Before joining the PRI, Ms Luo worked with the Department of International Trade at the British Embassy in Beijing, where she was the Head of Institutional Infrastructure Investment, leading on attracting Chinese capital investment into UK Energy and Infrastructure projects. Prior to that position, she spent five years working in the Climate Change and Energy Section of the Embassy, focusing on green finance strategies and policy-oriented projects to address global climate change and support China’s low carbon transition. During her time with the Embassy, she has been seconded to the UK Department for International Development and the UK Green Investment Bank.
She studied at a number of European institutions and holds double MSc degree from Wageningen University in Netherlands and University of Eastern Finland
Senior Vice President of Group Corporate Communications, Golden Agri-Resources
Anita Neville joins GAR from ten years with the Rainforest Alliance, an international non-profit organisation dedicated to the conservation of tropical forests. Neville led the design and implementation of the first global marketing strategy for the Rainforest Alliance’s certification and verification services and served as representative for the Australia and Oceania region. She is a Forest Stewardship Council (FSC) auditor, specialising in the social aspects of the respected forestry standard. Prior to the Rainforest Alliance, Neville was the Director of Communications for E3G, a European-focused environmental politics think tank specialising in climate diplomacy and energy policy. She began her career with WWF UK, rising to Head of Advocacy where she worked to secure the HSBC Investing in Nature partnership, work that continues to this day in the form of the HSBC Water Programme.
Head, FC4S - International Network of Financial Centres for Sustainability
Stephen Nolan is the Managing Director of the UN Environment convened Financial Centres for Sustainability (FC4S) global network. With a membership base covering Europe, the Gulf, Africa, Asia and North America, the objective of the network is to exchange experience and take common action on shared priorities to accelerate the rapid global growth of green and sustainable finance across the world’s financial centres, supported by strengthened international connectivity, and a framework for common approaches.
A senior business professional who has led and delivered initiatives from start-up to scale across both public and private spheres internationally, Stephen is also a member of the international Advisory Panel member of the Climate Bonds Initiative and the Advisory Board of the International Energy Research Centre.
Stephen is a co-founder of Sustainable Nation Ireland, a non-governmental body working together with Ireland’s public and private sectors to advance the sustainable finance agenda within Ireland. Stephen currently sits on the boards of Haven, an Irish based charity focused on Haiti and the Children’s Cancer Fund. He is a former Irish Government ICT Special Advisor and Advisor to UN Secretary General Annan’s Task Force on ICT.
PRI Senior Consultant, ESG in Credit Ratings Initiative
Carmen leads the PRI ESG in Credit Ratings Initiative, which aims at enhancing the transparent and
systematic consideration of ESG factors in credit risk analysis. She has nearly 20 years of financial
market experience, having started her career at Salomon Brothers, subsequently employed at
Citigroup and Morgan Stanley, with stints in the not-for-profit sector, including at ShareAction. A
macro economist, Carmen has been focussing on sustainable finance since 2014.
Carmen holds a Laurea (BA equivalent) in ‘Political Science’ from La Sapienza University in Rome
and a Ph.D. in ‘Capital Markets and Business Finance’ from the University of Bergamo. She was a
scholar the N.Y. University L.N. Stern School of Business.
Founder & Chief Advisor, Fulcrum Strategic Advisors
John Pabon has spent the past 15 years championing sustainable development and stakeholder engagement, leading the creation of some of the private sector’s most forward-thinking strategic sustainability approaches. Most recently, John founded Fulcrum Strategic Advisors with a mission to get business thinking differently about how they can adapt to a changing world. He spends his days advising multinational firms on Chinese policy, strategic communications, and sustainability, deciphering ways they can take advantage of the shifting geopolitical climate.
His previous work includes posts with the United Nations, McKinsey, A.C. Nielsen, and as a consultant with BSR, the world’s largest sustainability-focused business network. For nearly a decade he’s also chronicled the societal impacts of China’s economic rise in his blog, John’s Little Green Book.
John has been honored as one of the world’s top 100 voices on modern China, is a regular contributor to China-based business magazines, and speaks to an array of global audiences on issues of sustainability, communications, and societal change. He also serves on the board of advisors to the U.S. Green Chamber of Commerce and the Australian Chamber of Commerce CSR Committee.
Chairman of SynTao Green Finance, UNEP FI Advisor in China
Dr. Guo Peiyuan, who holds a Ph.D. in Management from Tsinghua University, is the Chairman of SynTao Green Finance. Dr. Guo Peiyuan continuously focuses on research and practices about green finance and responsible investment, with abundant experience on research, training and consulting services. SynTao Green Finance is a founding member of Green Finance Committee of China Society for Finance and Banking. It provides ESG data services covering A-Share market and is also the first CBI approved green bond verifier from China. Dr. Guo Peiyuan initiated China SIF in 2012 and serves as the Chairman. He is the China Advisor to UNEP FI and a certified UNEP FI ESRA Tutor, and also teaches MBA course Business Performance and Sustainability in School of Economics and Management, Tsinghua University, and teaches international student course Social Innovation and CSR in School of Social Development and Public Policy, Beijing Normal University.
Deputy Director of Financial Market Division, Research Bureau of People’s Bank of China (PBoC)
Deputy Director of Financial Market Division, Research Bureau of People’s Bank of China (PBoC)
Ms. Yang Ping is Deputy Director of Financial Market Division of the Research Bureau at the People’s Bank of China. In 2007, she joined the PBoC and has been working in the Research Bureau since. From 2007 to 2012, her main research interests include China’s monetary policy, macro economy, and interbank market. Since 2013, she has served in her current position and is responsible for research on capital market, especially stock market, bond market and real estate market. Since 2016, her responsibility also covers capital markets and green finance.
Programme Manager, Fiduciary Duty in the 21st Century, PRI/UNEP FI
Margarita is managing the Fiduciary Duty in the 21st Century programme for PRI and UNEP FI, with a focus on China and the OECD. She has over 17 years of experience in sustainable business and energy markets. Until 2016 Margarita worked as Policy & Sustainability Analyst at Cornerstone Capital Group in New York. Prior to that, she was leading sustainable business and marketing projects at the headquarters of Engie / GDF SUEZ in France. Her previous roles include Policy Analyst at the International Energy Agency, and Energy Markets Analyst at Gaz de France. Margarita has a Ph.D. in Economic Science from the University Paris Dauphine, a Master’s in Industrial Organization and a BA in Applied Economics.
Deputy Global Head of Sustainability Affairs, Credit Suisse
Ben Ridley is Deputy Global Head of Sustainability Affairs at Credit Suisse, with 25 years of experience as a sustainability practitioner. At Credit Suisse, Ben is responsible for environmental and social risk management, related transaction and strategic advisory services, and for supporting relationships with key stakeholders.
Prior to joining Credit Suisse, Ben worked in environmental consultancy, latterly as Director of the environmental business stream for the East Asia operations of an international consultancy business where he directed or managed or projects for a wide range of public and private sector clients.
Ben has a bachelor’s degree in Ecology and a Master degree in Environmental Management. He is inter alia an advisor to the Asian Impact Investing Fund, the Zoological Society of London, and WWF.
Senior Country Manager for China, Mongolia and Korea, IFC
Mr. Randall Riopelle, is currently IFC Country Manager for China, Korea and Mongolia. Randy joined IFC in 1995, in what was then the Telecommunications Division of IFC’s Infrastructure Department, where he focused primarily on the Latin America and Caribbean and Sub-Saharan Africa regions. In July 2002, he was appointed Special Assistant to the Vice President Operations. In August 2004, Randy moved to the Global Manufacturing and Services Department, where he was responsible for new business development in China and Mongolia, stationed in IFC’s Beijing office. In November 2006, Randy was appointed Manager and responsible for leading the new business development, processing and portfolio supervision activities for GMS (and later MAS) in the East Asia and Pacific region.
In August 2009, he returned to Washington DC to work in the Corporate Portfolio Management Department, as Senior Manager of the Debt Portfolio Unit. Randy has an undergraduate degree in finance from University of Pennsylvania (Wharton), and a JD/MBA from Georgetown University.
Jorge Antolinez Ruiz
Originator, Corporate Loans Asia
Jorge Antolínez is a member of the loan origination department at BBVA CIB, which he joined in March 2017. Before joining BBVA, Jorge worked at the Trade Commission of Spain in New York, advising Spanish companies in the United Nations tendering process, and at the Legal Department of FCC Construction, for the development of the Riyadh Metro Project in Saudi Arabia. Jorge holds a Master´s Degree in International Business Administration from UIMP (Universidad Internacional Menéndez Pelayo) in Spain and holds Degrees in Law and Economics from University Carlos III of Madrid in Spain.
General Manager of Rating & Bond Market Research Dept. China Chengxin International Credit Rating Co., Ltd. (CCXI)
Ms. Li, Shi is the general manager of Rating & Bond Market Research Dept. in CCXI. She joined CCXI in 2013, focusing on credit risk and on-shore bond market analysis. She also covers research of macro debt risk and financial market regulations. Ms. Li is the co-author of the book “China’s Bond Market-Credit Risk and Defaults”.
Ms. Li holds a BSc in maths from Renmin University of China and a MEng in financial maths from The Johns Hopkins University.
Head, Strategic Programme Management and Group Sustainability, CIMB
Luanne is the head of Strategic Programme Management of CIMB, one of ASEAN’s leading banking groups, where she is responsible for conceptualising, developing and delivering strategic programmes. Her role also includes managing the Group’s transformation programme, Forward23.
Luanne has also recently been appointed to lead the Group Sustainability department, with the aim of transforming CIMB into a leader in sustainable and responsible banking in Asia. As a core pillar of CIMB’s strategy, a 5-year Sustainability Roadmap has been developed.
Luanne has extensive experience in strategy development and execution. She has been involved in a number of fields, including financial services and consulting. She was also a founding member of a startup company. Prior to joining CIMB, Luanne was the head of Special Projects at Maybank Kim Eng, the Investment Banking arm of Maybank Group, where she managed a major Post-Merger Integration exercise.
Luanne holds a Bachelor of Arts as well as a Masters Degree in Manufacturing Engineering from the University of Cambridge.
Head of ESG Investment Research, PRI
Justin Sloggett, CFA, is Head of ESG Investment Research at PRI. Justin joined the PRI in June 2014. He oversees the Listed Equity and Fixed Income work streams. Before starting at PRI, Justin had worked for the Co-operative Asset Management as a Responsible Investment Analyst, where he was responsible for ESG integration and worked closely with the investment research team and the portfolio managers. Justin has also worked for F&C Asset Management PLC as an Investment Support Analyst. Justin graduated from the University of Nottingham with a Masters degree in Mechanical Engineering and is a CFA® charterholder.
Managing Director, Global Head of Financial Institutions Business, Trucost part of S&P Global
Lauren is Managing Director, Global Head of Financial Institutions Business at Trucost, part of S&P Global. A leader in carbon and environmental risk analysis, Trucost assesses risks relating to climate change, natural resource constraints and broader ESG factors, enabling companies and financial institutions to understand their ESG exposure to these factors, inform resilience and identify transformative solutions for a more sustainable global economy.
Lauren is an expert in sustainable finance and, over the last decade, has advised leading fund managers, pension funds, banks and DFIs globally on how to integrate climate change and natural capital analysis into their investment decision making.
Prior to joining Trucost, Lauren was a Senior Investment Associate in Global Equity Research at Putnam Investments specialising in Pharmaceuticals, Chemicals and Aerospace & Defence. She was also a consultant at DFID (UK Department for International Development), working on the Millennium Development Goals for Girls’ Education.
Lauren holds a BA (Hons) and MA from Cambridge University in Archaeology and Anthropology and an MSc in Anthropology and International Development from the London School of Economics. Lauren is a member of the Decision Maker Panel of the Bank of England and is also a regular speaker and respected commentator on environmental finance issues.
CRO Reinsurance Asia & Head Risk Management Reinsurance Life & Health, Swiss Re
Karen joined Swiss Re as Chief Risk Officer for Asia Pacific in May 2014, based in Singapore. In July 2018, her portfolio expanded to also include the risk-managing of Swiss Re’s Life and Health Reinsurance business globally. Together with her teams, Karen helps ensure that the business has the necessary culture, expertise and framework to support good risk-taking.
Prior to her current role, Karen was Chief Actuary of Zurich Life Insurance Company in Switzerland, overseeing operations in the Swiss domestic market, International Group business, as well as branches in Asia and the Middle East. Before that, Karen headed Zurich Insurance Group’s Global Life Risk Analysis department and was responsible for Zurich’s risk and capital management models and approach for its Life businesses globally.
Before joining Zurich Insurance Group, she was already a member of Swiss Re from 1998 to 2008, holding multiple positions in Group Capital Management, Finance and Life & Health.
Karen is a Fellow of the UK Institute and Faculty of Actuaries, and holds a Master of Business from the Nanyang Technological University of Singapore,
Manager, CSR management Division of Legal and Compliance Department
Su Tingting has contributed to setting up Industrial Bank’s environmental and social risk management system benchmark the equator principles Since 2008, and she is also a team member of the Industrial Bank’s “Equator Principles and Sustainable Development of the Bank” Task force. She has rich experience in environmental and social risk management and Corporate Social Responsibility Management as an Equator Principle Financial Institution.
She has been actively promoting sustainable finance practice, participated in the writing and publication of the monograph “from Green to Gold: An Empirical Study of sustainable development of banks based on the equator principles”.
Director, Asia and the Pacific Office, UNEP
Originally from Bhutan, Ms. Tsering has held management and leadership positions with the United Nations and has over 25 years of experience in national government and intergovernmental organizations including the World Bank. She has been actively involved in intergovernmental negotiations as a key negotiator for least developed countries and contributed to the establishment of the Least Developed Countries Fund and the Least Developed Countries Expert Group. She also has experience in the management of complex development projects.
She comes to UN Environment from the United Nations Framework Convention on Climate Change secretariat where she served as Director of the Finance, Technology and Capacity-Building Programme. In that position, she supported international cooperation on mobilization of finance, technology development and transfer and capacity building to enable countries to take enhanced action on climate change. Prior to that position, she was the Deputy Regional Director of UN Environment in Asia and the Pacific.
Ms. Tsering holds a Ph.D. from the Federal Institute of Technology, Zurich in forest economics and policy. She also has a Master’s Degree from Georgetown University and Undergraduate Degrees from UC Berkeley. She is married with three children.
Vice President-Senior Credit Officer, Moody’s Greater China Credit Research and Analysis team
Jessie Tung is a Vice President-Senior Credit Officer with Moody’s Greater China Credit Research and Analysis team.
Based in Shanghai, Jessie plays a leading role in the analysis and research of the corporate and financial sectors in China, as well as key developments in the country’s bond market.
Prior to rejoining Moody’s in June 2018, Jessie held roles as senior credit research analyst and manager with AIA Group, the Bank for International Settlements and Australia and New Zealand Banking Group Limited in Hong Kong, where she focused on credit research and risk management in Asia Pacific.
Jessie holds an MBA from The Hong Kong University of Science and Technology and a Bachelor in Economics from The Chinese University of Hong Kong. She is also a Chartered Financial Analyst.
Head, UNEP Finance Initiative
Eric Usher currently heads the UN Environment Programme Finance Initiative, UNEP FI, a global partnership bringing together the UN with 230 banks, insurers and asset managers working to develop the sustainable finance and responsible investment agendas. Eric oversees governance, strategy and day-to-day management of UNEP FI’s work programme and global network development. Over the years UNEP FI has established some of the most important sustainability oriented frameworks within the finance industry, including the Principles for Responsible Investment (2006), the Principles for Sustainable Insurance (2012) and work now underway on the establishment of Principles for Responsible Banking. Since joining in 2015, Mr. Usher has focused on accelerating the deep integration of sustainability risks into financial practice, including addressing climate change, natural capital loss and human rights abuses, as well as building out the frameworks for positive impact finance needed to achieve the UN Sustainable Development Goals. Eric sits on several industry bodies including as UN representative on the Board of the Principles for Responsible Investment, as a member of the Evaluation Council of the French sovereign green bond, as Director for the impact fund REPP Africa and founder of the Seed Capital Assistance Facility.
Prior to leading UNEP FI, Mr. Usher has over twenty years of experience in the low carbon sectors, spanning technology commercialisation in Canada, solar rural electrification in Morocco and financial sector development across emerging markets. During 2011, Mr. Usher worked on the establishment of the Green Climate Fund and led efforts to create its Private Sector Facility. Eric has been an editor of the Global Trends in Renewable Energy Investment report published annually with Bloomberg and was lead author for finance of the IPCC Special Report on Renewable Energy Sources. Before joining the UN, Eric was General Manager of a solar rural electrification company based in Morocco.
Director at APG Asset Management Asia
Egon Vavrek is a Director at APG Asset Management Asia and he is located in Hong Kong. Egon is responsible for APG’s India & Emerging Europe, Middle East and Africa direct equity investments.
Before Egon joined APG, he worked as the head of LGT Capital Management’s EMEA Equity Investments. He joined this Swiss based multi-boutique asset manager in 2008. Previously Egon held various Emerging Market roles in London, such as portfolio manager and analyst for emerging market equities.
Egon attended the ICMA Centre, part of Henley Business School in the United Kingdom, where he obtained his MSc in International Securities, Investment and Banking in 2006.
Head of Stewardship, Asia, BNP Paribas Asset Management
Gabriel Wilson-Otto joined BNP Paribas Asset Management in 2019 as Head of Stewardship, Asia. In this role, Gabriel represents and lead BNPP AM’s stewardship activities in Asia Pacific, including researching key corporate governance issues, undertaking direct and collaborative corporate engagement, and working with policymakers on key issues relating to sustainable finance and investment.
Gabriel joined from Goldman Sachs, Asia, where he was Executive Director, Head of GS SUSTAIN Asia. During his 12 years at Goldman Sachs, he was responsible for leading a team to identify long term investment opportunities in high quality companies, author research reports on key ESG issues, evaluate the performance of companies under a proprietary ESG scoring framework and focused on improving the performance of major corporations in the region by incorporating ESG factors into fundamental company valuations.
He began his career as a research analyst for the infrastructure sector at Deutsche Bank and was a consumer sector analyst at Goldman Sachs in Australia prior to joining GS SUSTAIN in Hong Kong. Gabriel holds a double Bachelor’s degree from The University of Melbourne, majoring in Commerce (Finance and Economics) and Information Systems and is a CFA charterholder.
Deputy director of the green finance department, Bank of Huzhou
Ms. Fang Xiaying, born in 1980, is Assistant General Manager, Department of Green Finance, BOH. She is responsible for system construction, product innovation, and business expansion of BOH’s green finance. She has worked as client manager at BOH’s H.Q. banking department, and as business manager at corporate finance department.
President, China Emissions Exchange Shenzhen (CEEX)
President, China Emissions Exchange Shenzhen (CEEX)
Secretary-General of Shenzhen’s Green Finance Committee
Ge deeply involved in the design and development process of Shenzhen ETS, made significant contributions on Shenzhen ETS legislation and regulation. He earned a Master of Public Policy and Administration (MPPA) from Center for Public Policy and Administration (CPPA) at University of Massachusetts Amherst (UMass Amherst) in USA in 2006. He also received a Bachelor of Law (LLB.) from Law School at Nanjing University in China in 1997. He is the co-author of China’s Pathway Towards Emissions Trading System-International Practices and China’s Application, published in May, 2011.
Senior VP of CreditEase
Selina graduated from the School of Journalism of RENMIN University of China and obtained an MBA from Cheung Kong Graduate School of Business. He has served as editor-in-chief of CCTV’s financial channel and has 10 years of experience in financial media.
She responsible for the company’s corporate culture and corporate social responsibility , training management related matters.
At the same time, she also serves as the Board of China SIF, the Joint Secretary General of the China Innovation of social finance(CISF), and board member of Enactus China.
Under the leadership of Selina, CreditEase proposed the “Good Finance is Finance for good” strategic CSR initiative, to serve the rural people, SME and vulnerable groups through social finance products, and provide financial education services to the community through professional volunteer program., through the introduction of knowledge and advocacy to create a social finance ecosystem.
General Manager of Branding and PR, Ping An Insurance (Group) Company of China
Mr. Chen, Yao started his tenure as General Manager of Branding and PR of Ping An Insurance (Group) Company of China in December, 2018. He is now in charge of Ping An’s branding, CSR and ESG affairs. He is especially keen in developing Chinese companies’ ESG development. Before joining Ping An, Mr. Chen worked as a public servant for the Chinese central government for more than 20 years, and as a consul of the Consulate General of PRC in New York for 5 years.
Mr. Chen graduated with a master’s degree in law from the school of international relations at Peking University. He also studied at Tokyo University for a master program of mass communication.\\
Asia Pacific Region Co-ordination Manager, UNEP Finance Initiative,
Yuki has been working on sustainable finance for the last 16 years. She has recently moved to the UN Environment Asia Pacific Office to expand UNEP FI activities in the region. She works towards the acceleration of the development of financial institutions in the region that integrate sustainability as a value creation driver and which contribute to the UN Sustainable Development Goals (SDGs). She is a chartered accountant (ACA) and was at PricewaterhouseCoopers in London.
Yu Jung Yi
Deputy General Manager, Strategy Planning Team, Shinhan Financial Group
Yu Jung is a deputy general manager of Strategy Planning Team of Shinhan Financial Group, Korea’s leading financial institution, and working on the sustainability for the last 8 years. Her role is to develop, facilitate and manage sustainability strategies and programs in the company, and strengthen ESG integration capabilities within the group. She was a member of technical committee for International Integrated Reporting Council, and a panel of CSR reviews committee for SME in Korea. Also, she has been involved in a number of fields in the group, including corporate culture, brand communication, company history and internal communication.
Yu Jung holds a bachelor in media & communication of social sciences from Chung-Ang University, in Seoul.
Asia Coordinator, Sustainable Banking Network （SBN） Environmental, Social & Governance International Finance Corporation
Ms. Wei Yuan has worked with IFC’s environmental and social sustainability advisory program since 2009, with a focus on financial markets. Based in Beijing, China, she co-leads IFC’s Asia advisory programs on environmental and social risk management for financial institutions, covering multiple countries including Bangladesh, China, Cambodia, Mongolia, Nepal, Indonesia, Pakistan, Sri Lanka, Thailand and Vietnam. The programs support central banks, banking regulators, banking associations and commercial banks to incorporate environmental, social and governance (ESG) considerations into banking operations.
Wei is also a member of the global secretariat team for the IFC-supported Sustainable Banking Network (SBN). She acts as coordinator for Asia region and the SBN Measurement Working Group. SBN was launched with IFC support in 2012. Its members now represent 36 countries and form a unique community of financial markets regulators and banking associations from emerging markets committed to advancing sustainable finance in line with international good practice.
Before joining IFC, Wei worked with China’s mining ministry.
Wei holds a post-graduate diploma in Civil and Commercial Law from China’s Renmin University and a B.A. in English Literature from the Beijing Foreign Studies University.
Chief Economist of Industrial Bank
Zhengwei Lu, Ph.D., Chief Economist of Industrial Bank,Chief Economist of HuaFu Securities, Special Member of China Finance 40 Forum(CF40), Council Member of China Chief Economist Forum, Council Member of the Second Personal Membership of IAMAC. In December 2010, he was identified as “Shanghai Financial Leader” by Shanghai Finance Committee. Zhengwei Lu who has published more than 10 papers in academic journals such as Economic Research Journal and the Chinese Economy, is the author of the Logic Behind Prediction (China Machine Press, August 2012).
Zhengwei Lu has long been concerned about the development of green finance. He is the vice chairman of the Green Finance Committee of the China Environmental Protection Federation, a directing member of the Shenzhen Stock Exchange’s Green Finance Postdoctoral Group of Experts, a member of the Academic Committee of the China Europe Green Energy Research Institute, and a vice chairman of the Sichuan Green Gold Committee. He was invited to participate in the World Bank Group’s “Green Finance Working Group” and the International Finance Forum (IFF) Green Development Summit. The papers of green finance research have won the “First Prize of 2016 Young Scholars Excellent Papers” by Financial Science. His monograph “Green Finance: Linking the Reality and Vision of Green Development” will be published soon.
General Manager, Chujiu Data Technology (Shanghai) Co., Ltd
Mr Ling Zhiyong, general manager of Chujiu Data Technology (Shanghai) Co., Ltd., has been engaged in technical development and business analysis in the fields of securities, insurance and banking. Mr. Ling has done in-depth research and Study on products and technologies related to trading, surveillance and Clearing. Mr. Ling has presided over the system construction of Lujiazui Financial City Green Finance Development Platform and Guizhou Green Finance Integrated Service Platform.
Director of External Affairs, U.S.-China Green Fund
Annie Zhou is responsible for liaisons with corporate, government, research, and non-profit organizations at the U.S.-China Green Fund. She also manages the corporate foundation which focuses on environmental education and action. Annie is the Founder and Managing Partner of Universal Pacific Advisors LLC, a cross-border consulting company focused on financial advisory, strategy, government relations, and cultural exchange. Prior to founding the company, she was a development and research associate with the World Policy Institute, a non-partisan think tank dedicated to solution-focused policy analysis, where she helped to publish a paper entitled “The Water-Energy Nexus: Adding Water to the Energy Agenda.” Previously, Annie was an associate with Neuberger Berman (formerly Lehman Brothers Asset Management) responsible for business development, investor relations, and new product development in the Quantitative Investment Group and a derivatives analyst with MetLife Investments.
She earned her MBA from University of Oxford’s Saïd Business School, MPA from Columbia University’s School of International and Public Affairs, where she serves as an ambassador, and her BBA from George Washington University. She is also on the International Advisory Committee of Miss Porter’s School.
Annie has had leadership roles in a number of non-profit organizations including Teach for China’s Young Advisory Committee, Beijing Cultural Heritage Protection Center’s Advisory Board, and China Institute’s New Leaders Council. She is a member of the National Committee on US-China Relations.
|08:00- 09:00||Registrations and Networking|
Master of Ceremonies:
• John Pabon - Founder & Chief Advisor - Fulcrum Strategic Advisors
• Eric Usher - Head, UNEP Finance Initiative
|09:30- 09:45||Keynote: Sustainable Finance of the Future
• Ma Jun -Chairman, Green Finance Committee of China Society for Finance and Banking
|09:45- 10:50||At the cutting edge of environmental risk analysis – the TCFD & beyond
• Yin Hong - Deputy Director, Urban Finance Research Institute, ICBC
• Rosemary Bissett - Head of Sustainability Governance & Risk
• Lauren Smart - Managing Director, Global Head of Financial Institutions Business, Trucost
• Edward Baker - Senior Policy Advisor, Climate and Energy Transition, PRI
• Moderator: Remco Fischer - Climate Change Programme Lead, UNEP FI
|10:50- 11:10||Coffee break|
|11:10- 11:30||Fire Side Chat - Sustainable Finance Briefing from France
• Pierre Ducret - Co-chair of the FC4S Network
• Host: Butch Bacani - Principles for Sustainable Insurance Programme Leader, UNEP FI
|11:30- 12:30||Financing the UN Sustainable Development Goals and the Paris Climate Agreement
• Tsukasa Kanai -Chief Sustainability Officer, Sumitomo Mitsui Trust
• Esther An - Chief Sustainability Officer, City Developments Limited (CDL)
• Liza McDonald - Head of Responsible Investments, First State Super
• Moderator: Careen Abb - Positive Impact Lead, UNEP FI
|12:30 - 13:30||Lunch|
|Principles for Responsible Investment – Focus on ESG integration||Sustainable Banking in APAC|
|Curated by the PRI, these sessions provide insights into ESG Credit Risk and Ratings, ESG Disclosure in China and ESG integration in the APAC region.||This stream focuses on the role of banks in sustainable development. It examines recent trends in banking and the transition to a sustainable economy.|
13:40 - 13:50
• Luo Nan - Head of China, PRI
Practice of Promoting ESG Investing in China
• Yang Ping - Deputy Director, Research Bureau, PBOC
|13:30- 14:10||Principles for Responsible Banking to transform the industry
• Eric Usher - Head, UNEP Finance Initiative
• Yu Jung Yi - Deputy General Manager, Shinhan Financial Group
• Luanne Sieh - Strategic Programme Management and Group Sustainability, CIMB
• Tomas Bravenec - Deputy CEO, Golomt Bank
• Hua Bing - General Manager of the Legal and Compliance Department of Industrial Bank
|13:50- 15:00||ESG in Credit Risk and Ratings|
• Li Shi - General Manager of Rating & Bond Market Research Department, China Chengxin International Credit Rating Co., Ltd. (CCXI)
• Stella Chang - Head of International Business, Golden Credit Rating International
• Jessie Tung - Vice President - Senior Credit Officer, Moody's Investors Service
• Promod Dass -RAM Group ESG-Sustainability Analytical Lead, RAM Rating Services Berhad
• Gloria Lu - Senior Director & Sector Lead (China), Infrastructure Ratings, S&P Global Ratings
• Sifan Ding - Head of Technology of Dagong Global Credit Rating Co., Ltd
• Moderator: Carmen Nuzzo - PRI
|14:10- 15:00||Harnessing digital innovations in sustainable finance
• Xu Xiuling - Vice President, Credit Ease
• Jorge Antolínez Ruiz - BBVA
• Kavickumar Muruganathan - Deputy Director, Sustainability, HeveaConnect
• Fang Xiaying - Deputy director, Green finance department, Bank of Huzhou
• Ling Zhiyong - General Manager, Chujiu Data Technology (Shanghai) Co., Ltd
• Moderator: Yuki Yasui - Asia Pacific Co-ordination Manager, UNEP Finance Initiative
|15:00- 15:20||Break||15:00- 15:20||Break|
|ESG integration across Asia Pacific: risk management, client demand and regulation|
• Thomas Kwan - Chief Investment Officer of Harvest Global Investments
• Mary Leung -Head, Standards and Advocacy, Asia Pacific, CFA Institute
• Sau Kwan- President, E Fund Management Co., Ltd
• Ronald van Dijk - Managing Director, APG Asset Management
• Xiaoyi Huang - General Manager, Hwabao WP Fund
• Moderator: Justin Sloggett - PRI
ESG Disclosure in China
• Qin Erwa - Researcher, China Institute of Finance and Capital Markets, China Securities Regulatory Commission
• Egon Vavrek - Director, Global Emerging Markets Equities, APG Asset Management Asia
• Gabriel Wilson-Otto - Head of Stewardship, BNP Paribas Asia
• Margarita Pirovska - PRI/UNEP FI
• Chen Yao - General Manager of Branding and PR, Ping An Insurance (Group) Company of China
• Moderator: Guo Peiyuan - Chairman, SynTao Green Finance, UNEP FI Advisor in China
|15:20- 17:35||Sustainable Banking in ASEAN: Challenges and Opportunities for ASEAN and non-ASEAN banks
Joint session with IFC and WWF Singapore
1. State of Play – Regulatory landscape and sustainability of banks
Speaker & Moderator: Wei Yuan - coordinator for the Sustainable Banking Network Measurement Working Group, IFC
• Sylvain Augoyard - Sustainable Finance Engagement Manager, WWF-Singapore
• Zhengwei Lu - Chief Economist of Industrial Bank
• Rachana Lay - Deputy General Manager of FTB Bank and Sustainable Finance Committee Chair of the Association of Banks in Cambodia
• By Video- Edi Setijawan - Director of Sustainable Finance, OJK
2. Sustainable Infrastructure
Speaker & Moderator: Cheng Lin - Tsinghua University
• Liu Yuan - Deputy Director, Department of Policy Research, International Environmental Cooperation Center (IECO), Ministry of Ecology and Environment, P.R. China
• Simon Connell - Head, Sustainability Strategy, Public Affairs & Sustainability, Standard Chartered Bank
3. Palm Oil
Speaker & Moderator: Keith Lee - Sustainable Finance Engagement Manager, WWF Singapore
• Ghislaine Nadaud - ABN Amro Asia Pacific, Head of Sustainability Asia Pacific, as Roundtable on Sustainable Palm Oil (RSPO) Financial Institutions Task Force
• Tatiana Bosteels - Director, Responsibility for Private Markets, and Head of Responsible Property Investment, Hermes Investment Management
• Anita Neville - Senior Vice President of Group Corporate Communications, Golden Agri-Resources
|17:35-17:45||Wrap up and Closing Remarks|
• Will Martindale - Director of Policy and Research, PRI
|17:35-17:45||Wrap up and Closing Remarks
• Yuki Yasui - Asia Pacific Co-ordination Manager, UNEP Finance Initiative
|17:45 -19:00||Drinks and Networking Reception|
|13:30-13:40||1. Opening remarks
• Butch Bacani - Programme Leader, UN Environment’s Principles for Sustainable Insurance Initiative (PSI)
|13:40-14:10||2. Introductory presentation: How is the PSI shaping the global sustainable insurance agenda?
• Butch Bacani - Programme Leader, UN Environment’s Principles for Sustainable Insurance Initiative (PSI)
|14:10-15:00||3. How is the Chinese insurance industry addressing sustainability risks and opportunities?
• Cai Yu - Deputy Secretary-General, Insurance Society of China & Vice Chair, China Green Finance Committee
• Steven Chang - Deputy CEO, Munich Re Greater China
|15:20-17:20||4. Shaping the sustainable insurance agenda in the Asia-Pacific
• Moderator: Butch Bacani - Programme Leader, UN Environment’s Principles for Sustainable Insurance Initiative (PSI)
• Franz Josef Hahn - CEO, Peak Re
• Karen Tan - Chief Risk Officer, Reinsurance Asia & Head, Risk Management Reinsurance Life & Health, Swiss Re
• What are key sustainability risks and opportunities across insurance markets in the Asia-Pacific?
• What are examples of good sustainability practices and lessons learned across the following:
- Risk management (risk assessment, risk analytics and modelling, risk reduction)
- Insurance (across lines of non-life and life & health insurance)
- Investment (across asset classes)
- Insurance regulation and supervision
- Sustainable insurance/finance roadmaps in the region (e.g. Australia, China)
• What are practical ways to build Asia-Pacific insurance industry knowledge and capacity on sustainability risks and opportunities across risk management, insurance and investment strategies and practices?
• What role can insurance associations and insurance regulators play in promoting sustainable insurance thinking and practice?
• What are practical next steps to shape the sustainable insurance agenda in the Asia-Pacific?
|17:45-19:00||Drinks & networking reception of the UNEP FI Asia-Pacific Sustainable Finance Roundtable|
|08:30- 09:10||Registrations and Networking||08:00- 09:00||Sustainable Finance Breakfast Briefing (Invitation only)|
|09:10 - 09:15||Welcome
• Dechen Tsering - Director, Asia and the Pacific Office, United Nations Environment
|09:15 - 09:30||Keynote
|09:30-10:45||Financing clean air
• Karen Tan - CRO Reinsurance Asia & Head Risk Management Reinsurance Life & Health, Swiss Re
• Randall Riopelle - Senior country manager for China, Mongolia and Korea, IFC
• CG Lai - CEO of BNP Paribas (China) Ltd.
• Priscilla Lu - Managing Partner, DWS
• Moderator: Eric Usher -Head, UNEP Finance Initiative
|11:15- 12:30||Financial centers for sustainability and sustainable finance roadmap developments
Session led by FC4S
High level panel
• Jacki Johnson -Group Executive, People, Performance & Reputation, IAG on Australian Sustainable Finance Roadmap
• Stephen Nolan - Managing Director, FC4S
• Annie Zhou - Director of External Affairs, U.S.-China Green Fund and Deputy Secretary General, Beijing Green Finance Committee
• Ge Xingan - President, China Emissions Exchange Shenzhen (CEEX) and Secretary-General of Shenzhen’s Green Finance Committee
• Moderator: Kong Wei - Convener, Shanghai Lujiazui Financial City Council Green Finance Development Committee and Co-Chair of FC4S
|12:30 – 12:40||Closing of UNEP FI Regional Roundtable for Asia Pacific
• Kong Wei - Convener, Shanghai Lujiazui Financial City Council Green Finance Development Committee and Co-Chair of FC4S
• Eric Usher - Head, UNEP Finance Initiative
• Mustafa Chaudhry - Events and Outreach Coordinator, UNEP Finance Initiative
|6th June |
08:00 - 09:15
|Breakfast Briefing on Sustainable Finance (invitation only)|
|6th June |
14:00 - 16:00
|Evolution of ESG Risk Management
Registration for this event is now closed
This session offers a technical deep dive into the evolution of ESG management for financial institutions.
The most significant change we are seeing today is the blurring of the boundaries between ESG risks and opportunities. This change comes with a big evolution in ESG management methodologies – For example forward looking scenario-based analysis, use of geospatial analysis and science-based targets. At the same time, the importance of the Equator Principles and traditional E&S systems remain the fundamental basis for starting out ESG management. This is an interactive session where participants are encouraged to exchange their own experiences and journey on this agenda.
• Philipp Aeby - CEO, RepRisk
• Oki Kondo - Global Project Finance Department, Mizuho Bank, Ltd.
• Ben Ridley -Credit Suisse (Hong Kong) Limited
• Su Tingting - Manager, CSR management Division of Legal and Compliance Department, China Industrial Bank
• Fang Xiaying - Deputy director of the green finance department, Bank of Huzhou
• Yang Ping - Deputy Director, Research Bureau, PBOC
• Wei Yuan - Coordinator for the Sustainable Banking Network Measurement Working Group, IFC
• Simon Connell - Head, Sustainability Strategy, Public Affairs & Sustainability, Standard Chartered Bank
The 2017 Regional Roundtable Asia Pacific in numbers:
To view highlights from 2017, please click here.
Partnership & Sponsorship Opportunities
Showcase your brand at the UNEP FI Regional Roundtables – key agenda-setting events on sustainable finance in your region – bringing together hundreds of leaders from all parts of the financial system as well as from civil society, academia, government and the United Nations.
Please contact Mustafa Chaudhry (email@example.com) for more information on partnership opportunities, registrations and general inquiries.