Workshop Agenda

Thursday, July 20, 2017

Contact: Gregg Sgambati, c: 201-783-5133

 

Thursday’s (July 20) Summit Workshop will lead off with a screening of the compelling documentary Planetary produced by the creative organization, Planetary Collective. The documentary has been described as a “provocative and breathtaking wakeup call, a cross continental, cinematic journey, that explores our cosmic origins and our future as a species." It will be introduced by Associate Producer, Jeffrey Gitterman. Questions and discussion will follow.

In it entirety, the workshop will be a digest of climate risk in the investor context. It will focus on case studies and current tools for understanding hidden risks for investors. Topics will include Emissions Reduction Risk Management, Sinks/Removals Risk Management, and ways to approach risks for a better investment management and a more sustainable planet. Presenters will explore where unsustainable corporate practices and actions have introduced unreported risks into company valuations and how sustainability leadership can mitigate those risks.

 

Workshop Timeline

8:30 am - 12:30 pm

Opening Remarks / Workshop Introduction (8:30 am - 8:45 am)

Part 1 (8:45 am - 9:25 am) Screening of Planetary produced by Planetary Collective

  • Introduced by Associate Producer, Jeffrey Gitterman
  • Followed by questions and discussion.

Part 2 (9:30 am - 9:50 am) Midcentury Balance, Supply Chains and ESG Ratings / Responsible Investing Screens

  • Introduction of the Midcentury Balance Meta-Theme
  • Discussion of Emissions Reductions, and Sinks / Removals concepts
  • Framing of issues in an ESG Context

Coffee Break (9:50 am - 10:10 am)

Part 3 (10:10 am - 11:10 am) Emissions Reduction Risk Management

  • Emissions risks identification, mitigation, and measurement summary (how to identify and measure risks)
  • Industry segments summary – emissions risk and supply chain impact
  • Capital markets summary – emissions risk mitigation actions to consider
  • Lykke exchange initiative and emissions risk mitigation financial products case studies

Part 4 (11:15 - 12:15) Sinks / Removals Risk Management (about 40 slides)

  • Material financial risks to investors
  • Eight risk management tools

Closing Remarks (12:15 - 12:30)

 

Workshop Presenters

 

Gabriel Thoumi, Director, Capital Markets, Climate Advisers

Gabriel Thoumi, CFA, FRM is Director Capital Markets at Climate Advisers where he manages teams assessing material financial and governance risk indicators related to hydrocarbon emissions and deforestation-linked supply chains. He also co-manages Chain Reaction Research.

He has 18 years of experience deploying frameworks to improve global capital markets sustainability through risk mitigation and return enhancement. Previously, for Calvert, he valued global equity, index, and fixed income portfolios and supported quantitative index construction and asset allocation strategies. His coverage universe included utilities, energy, materials, chemicals, and financial companies. He led initiatives to improve financial accounting of exchange-listed products and incorporated natural capital into financial tools. He co-wrote the winning Agriculture Supply Chain Adaptation Facility for the Global Innovation Lab for Climate Finance.

Formerly, for the U.S. Government, he led teams analyzing Latin American REDD+ economic readiness. At Morgan Stanley’s climate change mitigation company, he conducted due diligence on global carbon offset projects. At Wells Fargo, he was a financial institutions analyst managing trading, lending and regulatory risks for correspondent banks. He has an MBA and MSc from the University of Michigan.

 

Lynn Connolly, Natural Capital Markets & Lykke Corporation

Lynn specializes in identifying companies and projects which may provide ecosystem sustainability, climate and/or social and environmental impact benefits for potential listings on the Lykke Exchange, a global marketplace on the blockchain. She works with clients to structure products for listing; including equity, debt, and derivatives; and will coordinate issuance services and post-listing monitoring.

Lynn also designs financial products, models and strategies related to climate change risks and impact investing. Prior to Lykke Corporation, Lynn founded Harbor Peak LLC, providing valuation and risk advisory services for environmental impact investing. She works with one of her clients, Fossil Free Indexes, as Director of Coal Research and continues to provide expertise in the structuring of indexes and strategies.

Prior to founding Harbor Peak, Lynn had over 20 years of extensive experience in both industry and advisory services working with some of the largest global financial institutions, asset managers, and funds.

Lynn authored a paper for the Natural Capital Finance Alliance on defining a water risk factor for use in investment portfolio analysis, served as a participant on the UNEP Finance Initiative and Greenhouse Gas Protocol Technical Working Group, and has published articles on risk management and valuation.

Lynn holds a B.S. in Economics from The Wharton School, University of Pennsylvania.

 

Gregg Sgambati, Director, ESG Solutions, S-Network Global Indexes

Gregg is Head of ESG Solutions at S-Network Global Indexes, a provider of ESG ratings and indexes. He is the host of the CSR Investing Summit since 2015.

With more than 20 years of business and entrepreneurial experience, Gregg has collaborated with large and small organizations helping them develop business and corporate social responsibility strategies, identify business opportunities, and launch successful ventures. His previous positions include head of the North American and Caribbean business at SunGard, a Registered Investment Advisor at UBS, and the Founder and Past President of the New Jersey Captive Insurance Association. Gregg has a Masters degree from Columbia University. In the spirit of empowerment, he has taught graduate school classes at Ramapo College of New Jersey and Columbia University’s School of International and Public Affairs.

 

About Climate Advisers

Climate Advisers is a mission-driven finance, policy and politics shop working to deliver a strong low-carbon economy. In the United States and around the world, we create and implement large-scale, cost-effective strategies to strengthen climate action, green capital markets, and improve lives. We work with philanthropies, think tanks, advocacy groups, international institutions, companies, markets, and governments. We co-manage Chain Reaction Research - a coalition of Aidenvironment, Climate Advisers, and Profundo - that accurately describes financial risks for financial services professionals arising from tropical deforestation. We also co-designed, developed, and support MidcenturyBalance.com, a tool for markets and governments to frame the amount of required emissions reductions and carbon sequestration needed to achieve a range of climate change outcomes.

 

About Lykke Corporation

Lykke is building a global marketplace for the free exchange of financial assets. By leveraging the power of emerging technology, our platform eliminates market inefficiencies, promotes equal access from anywhere in the world, and supports the trade of any object of value. The Lykke Exchange is fast and secure. Users receive direct ownership of assets with immediate settlement from any mobile device. Richard Olsen, founder and CEO, is a distinguished pioneer in high frequency finance. He has been laying the conceptual foundations for Lykke for most of his professional life. The company was established in Switzerland and received initial seed funding in 2015. Company shares are issued as colored coins redeemable on the Lykke Exchange. Our software is open-source and non-proprietary.