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What's Happening Events

27
Apr 2017
(Thu)

Green Finance Forum 2 - Sustainable Investment Trends, Green Indices and Opportunities for Hong Kong Professionals

Subject
Investment Management

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The above event has been completed successfully. Please look forward to the upcoming events.

Date & time
27Apr 2017 (Thu)17:30 - 20:00
Venue
Rm 303, 3/F, Admiralty Centre, 18 Harcourt Road, Hong Kong
Fee
Free Admission
Speaker
  • Mr Jonathan Drew, Managing Director, Infrastructure and Real Estate Group, Global banking Asia-Pacific, The Hong Kong and Shanghai Banking Corporation Limited ;
  • Ms Mary Leung, CFA, Head of Standards and Advocacy, Asia Pacific, CFA Institute ;
  • Ms Martina Macpherson, Global Head of Sustainability Indices ;
  • Ms Hannah Routh, Director, Sustainability and Climate Change, PricewaterhouseCoopers Ltd ;
  • Mr Simon Weston, Senior Fund Manager, AXA Investment Managers

Mr Jonathan Drew, Managing Director, Infrastructure and Real Estate Group, Global banking Asia-Pacific, The Hong Kong and Shanghai Banking Corporation Limited

Mr. Jonathan Drew is a Managing Director in the Infrastructure and Real Estate Group at HSBC. Jonathan graduated with an MA in Economics from Cambridge University in England and is also qualified as a Chartered Accountant. Jonathan started his banking career more than 20 years ago in London and after working in rapidly emerging Latin America and raising capital for large scale projects in the Middle East has been based in Hong Kong since 1997 witnessing first-hand the rapid growth of Asia and notably China. During this time, he has been involved in successful transactions across a wide range of sectors including advising on and arranging finance for projects that produce and deliver energy (renewable and non-renewable) and transport people and resources from source to point of consumption as well as a wide range of infrastructure projects in social and education sectors with a focus on resource efficiency and sustainability. These transactions have involved supporting projects, corporates and institutions to approach various financial markets and structuring innovative and tailored products including green bonds and loans to meet the often large and specific needs of clients in markets with very distinct financial and regulatory characteristics.

Ms Mary Leung, CFA, Head of Standards and Advocacy, Asia Pacific, CFA Institute

Ms Mary Leung, CFA, Head of Standards and Advocacy, Asia Pacific, CFA Institute

Mary joined the CFA Institute as Head, Standards and Advocacy, Asia Pacific in 2016. She is responsible for the development, maintenance and promotion of capital markets policy perspectives in the APAC region. She also oversees the promotion and development of CFA Institute professional standards in the region. 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 from 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.

Ms Martina Macpherson, Global Head of Sustainability Indices

Ms Martina Macpherson, Global Head of Sustainability Indices

Martina Macpherson is Global Head of Sustainability Indices, Product Management, at S&P Dow Jones Indices (S&P DJI). In this role, Martina is responsible for the management and development of new Environment, Social and Governance (ESG) indices and overseeing the existing suite. Prior to joining S&P DJI, Martina served as founder and managing partner at SI Partners Ltd., an independent consulting firm specializing in Economic Environmental Social and Governance (E-ESG) research, products, investment content, and engagement services. Previously, Martina held a range of senior global research, business, and product development roles at Hermes EOS, MSCI ESG Research, and Lloyds Banking Group/Insight Investment. Earlier in her career, she also worked for RBS Asset Management, F&C, and Deutsche Bank. Martina holds an M.A. from the University of Frankfurt and a certificate by the Investment Management Association in the United Kingdom. She is also a writer, lecturer, and presenter on sustainable investment and corporate governance themes and contributes regularly to industry and academic publications. Martina is a board member of the Global Network for Sustainable Financial Markets and an independent non-executive director board member and chair of the Global Thinkers Forum. She also sits on the U.K. Sustainable Investment and Finance Association’s analyst committee board, and is a member of UNCTAD / SSE’s Green Finance Working Group. Martina is a member of the Institute of Directors, an affiliate member of ICSA: The Governance Institute, and an alumni fellow of the German National Academic Foundation.

Ms Hannah Routh, Director, Sustainability and Climate Change, PricewaterhouseCoopers Ltd

Ms Hannah Routh, Director, Sustainability and Climate Change, PricewaterhouseCoopers Ltd

Hannah is a green finance and clean energy specialist with 20 years of experience in the field, of which the last ten are in China. She leads the Sustainability and Climate Change consulting practice for PwC China. Hannah sits on the green finance working group of Financial Services Development Council (FSDC) in Hong Kong, and is providing sustainability advice to the ‘Hong Kong Smart City’ project. Before joining PwC in 2011, Hannah was Managing Director of a climate change and carbon trading advisory company in Beijing for five years. Here she led numerous projects to advise governments and companies on climate policy and clean energy project finance. Prior to that she ran an NGO in southern Africa implementing renewable energy projects. Her longer term background is in low energy building design and cleantech financing. Hannah holds two masters degrees from the University of Manchester, the first in Physics and the second in Pollution and Environmental Control. She is a recovering scientist who has developed sustainable energy and cleantech businesses and projects in Europe, Southern Africa and China.

Mr Simon Weston, Senior Fund Manager, AXA Investment Managers

Simon Weston is a Senior Fund Manager working for AXA Investment Managers based in Hong Kong. He has over 25 years' experience working as an investment manager and buy-side analyst covering the Asian equity markets. Simon started his career in London, working for Hill Samuel Asset Managers and then Old Mutual Asset Managers. In 2007 he moved to Singapore to join CLSA, where he was Managing Director and Portfolio Manager of Semeru CLSA Capital Partners, an investment management unit of the group. In 2015 he joined AXA Investment Managers. Simon has considerable interest in the field of investor relations, and has spoken at many events on the subject, including those organised by the Taiwan Stock Exchange, Investor Relations magazine, and NIRI. Simon has an MA from the University of Cambridge in the UK, is an Associate of the UK Society of Investment Professionals (UK equivalent of the CFA) and holds the Certificate in Investor Relations from the UK Investor Relations Society.

Enquiry
Enquiry: Ms Chu / 2867 8312 (ecaml@hkuspace.hku.hk)
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Remarks

Language: English

 


Organisers:

HKU SPACE Executive Academy (SEA),  
Financial Services Development Council, Hong Kong (FSDC),
CFA Institute,
The Hong Kong Society of Financial Analysts (HKSFA)

 

 

This seminar will examine the significant business opportunities of green finance in the investment management, derivative, insurance and private equity industries.  Notably, green finance will help Hong Kong to build on its bond and project finance markets and expand its employment market.

On the investor side, investors are increasingly interested in Environmental, Social and Governance (ESG) integration. Asset owners see ESG integration as an opportunity to generate long-term performance while fulfilling their fiduciary duty. Investment managers see sustainable investment as a way to improve the financial performance of their investment portfolio. What are the key factors driving mainstream investors’ expanding interest in sustainable investment? And what are the opportunities to advance the dialogue between sustainable investment and mainstream investments through indexing strategies?

HKU SPACE Executive Academy (SEA), FSDC, CFA Institute and HKSFA proudly present the seminar “Sustainable Investment Trends, Green Indices and Opportunities for Hong Kong Professionals”. A number of renowned speakers will share the overall development on green finance and green bond market across the globe; implications for Asian markets, as well as the key trend in 2017 and beyond. This will be followed by a panel discussion focusing on the intrinsic value of sustainable investment – does it generate investment alpha for fund manager? Or is it just a fad?