Harrogate Programme

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Registration, Breakfast and Networking
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Welcome and Introduction
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Keynote Address

Reinventing the traditional investment model to save for our pockets, and our planet

During this inspiring keynote, David Macdonald, founder of Path Financial – the UK’s first financial advisory firm set up specifically to combat the climate crisis, will share invaluable insights from his journey transitioning from a conventional investment management approach to setting up a purpose-driven business with positive impact at its core. He’ll discuss the power of a purposeful narrative combined with strong, well-defined boundaries. Referencing real-life examples, he will illustrate how aligning finance with core values can only lead to stronger relationships between a firm and its clients. Those joining the session will also come away with thought-provoking takeaway learnings around the opportunities and challenges of an ESG-led approach, building a meaningful investment proposition, paradoxes and prejudices as well as overcoming objections to usher in a new age of financial advice.

Speaker
Founder
The Path
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Sponsor 5



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Rathbones

Green Infrastructure – Long term opportunities and how to find them

Fund: Rathbone Greenbank Global Sustainability Fund

The focus on green infrastructure intensified in 2020. There is a strong economic argument for addressing urgent climate and sustainability issues through investment. Governments have committed to spending substantial amounts to meet the climate crisis over the coming decades. This is set to generate substantial investment opportunities, some less obvious that others. -What does this mean for advisers, their clients and their investments? -Where will the best opportunities be – green energy, the global transport fleet, or a new innovation? -How do you know if they are the right opportunities for your clients? -Why it makes business sense and in your clients’ best interest to take a long-term view

Speaker
Fund Manager
Rathbones
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Pictet Asset Management

Nutrition fund: Investing in the future of food

Fund: Pictet-Nutrition

Faced with a growing world population and climate change, the food industry was already under severe strain even before Covid-19 struck. Covid-19 has disrupted the food sector's supply chains and is set to change consumer eating habits for good. Looking ahead however, the pandemic could help revitalise it. If food producers and distributors move quickly to deploy advanced technology and innovation to meet growing consumer appetite for food that is healthier and more sustainable, the industry will be fit to meet the demands of the 21st century.

Speaker
Gillian Diesen, Client Portfolio Manager Thematic Equities
Pictet Asset Management
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Q&A

Chaired by Tom Ellis, Professional Adviser

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Coffee and Networking Break
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Quilter Investors

Integrating ESG into Multi-Asset Investments

Environmental, social and governance (ESG) issues are now dominating the investment agenda. But there remains a number of misconceptions about how ESG works in practice in investment, and the benefits for investors. In particular, how ESG and responsible investing can be integrated credibly into a multi-asset solution, using robust processes and approaches to deliver on performance and investment outcomes. Eimear Toomey, Head of Responsible Investing at Quilter Investors, will talk through the challenges of integrating ESG into a multi-asset portfolio, but also why it is so important.

Speaker
Head of Responsible Investment
Quilter Investors
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Goldman Sachs Asset Management

ESG investing in EM: A Paradox?

We hope to have an interactive and wide-ranging discussion around the relevance of ESG investing in emerging markets. In particular, we hope to touch upon differences vs. developed markets, third party data and sustainable impact themes. Finally, we cover how our team at Goldman Sachs Asset Management navigate these challenges to uncover hidden gems and drive improvements through engagement.

Speaker
CFA, Asset Management Division
Goldman Sachs Asset Management
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Q&A

Chaired by Tom Ellis, Professional Adviser

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Lunch and Networking

Harrogate Venue

Rudding Park Hotel and Spa

Tuesday 23rd June 2020

Rudding Ln,  Follifoot, Harrogate HG3 1JH

There is free parking at Rudding Park.