The Value Reporting Foundation 2021 Symposium
Thank you for attending the 2021 Value Reporting Foundation Symposium. This event is now complete. We look forward to seeing you at future events!
The Value Reporting Foundation 2021 Symposium
Thank you for attending the 2021 Value Reporting Foundation Symposium. This event is now complete. We look forward to seeing you at future events!
The Value Reporting Foundation 2021 Symposium
Thank you for attending the 2021 Value Reporting Foundation Symposium. This event is now complete. We look forward to seeing you at future events!
The Value Reporting Foundation 2021 Symposium
Business Integration Lead, Strategic Measurement and Materiality, Novartis AG
Chief Investment Officer, CalSTRS
Mr. Ailman has been the Chief Investment Officer of CalSTRS for 20 years. He leads an investment staff of over 200 and oversees $300 billion+ AUM. Having joined CalSTRS in 2000, he is one of the longest serving public CIOs in the country.
He has served on several boards in the U.S. and U.K. such as ICGN, PRI, PPI and, most recently, as the inaugural Chair of the SASB Investor Advisory Group. He is currently the North American Chair of the “300” CIO Club and the Milken Global Capital Markets Committee. He has received numerous awards and recognitions over his career. In 2017 he received the inaugural Institutional Investor Magazine Lifetime Achievement Award and in 2018, he was named the top CIO in the world by Chief Investment Officer Magazine.
Mr. Ailman is a regular TV and radio guest and is frequently quoted in major financial publications. He has a BA from UCSB and holds the Fundamentals of Sustainability Accounting credential. He has been married for 37 years with three adult daughters.
Secretary General, Asian Corporate Governance Association
Jamie Allen is the founding Secretary General of the Asian Corporate Governance Association (ACGA), an independent membership association carrying out original research, advocacy and education on corporate governance in Asia since 1999. A published author, he has more than 30 years of experience writing about Asian business, finance, and economics. He is one of the main authors of Awakening Governance: The evolution of corporate governance in China and CG Watch 2020 – Future promise, two reports published by ACGA in July 2018 and May 2021 respectively.
His past public service roles include being a member of the Public Shareholders’ Group, formed by the Hong Kong Securities and Futures Commission (SFC), sitting on the Listing Committee of the Stock Exchange of Hong Kong, and serving on the Operations Oversight Committee of the Financial Reporting Council of Hong Kong.
Rodrigo Araujo Alves is the Chief Financial and Investor Relations Officer for Petrobras. He holds a bachelor’s degree in Business Administration from the Federal University of Minas Gerais, a Bachelor’s in Accounting from Faculdade Moraes Júnior Mackenzie Rio, an MBA in Economic and Financial Management from the Getúlio Vargas Foundation, and an Executive Master’s Degree in Finances (with honors) from HEC Paris. He is a Certified Public Accountant (CPA) in the State of Washington, United States; he holds a COSO Internal Control Certificate from the American Institute of Certified Public Accountants (AICPA) and is Certified in IFRS (CertIFR) by the Association of Chartered Certified Accountants (ACCA). He also took courses in management and finances at INSEAD, Chicago Booth, Singularity University, the Dom Cabral Foundation, the CFA Institute, and MDT International. Alves has worked at Petrobras since 2007, holding the position of Executive Manager of Accounting and Taxation since 2017. He served as the chairman of the Fiscal Council of TBG and as a member of the Fiscal Council of other companies in the Petrobras group.
Board Member, International Accounting Standards Board
Nick Anderson was appointed as a member of the International Accounting Standards Board (Board) in 2017. He has over 30 years of practical experience, mainly as a buy-side investor using and supporting the development of high-quality financial reporting. Nick joined from Janus Henderson Investors in the UK, where he served as global equity portfolio manager and head of equity research. Before this, Nick worked at a number of asset management firms including Schroders and Insight Investment. Nick was a member of the UK Accounting Standards Board from 2007 to 2013 and a founding member of the Corporate Reporting Users’ Forum (CRUF).
Incoming CEO, Principles for Responsible Investment
David Atkin was recently appointed CEO of the Principles for Responsible Investment. The PRI is a UN-supported organisation, with more than 4,500 signatories who collectively represent over US $121 trillion in AUM. He is responsible for the PRI’s global operations.
Most recently, David served as the Deputy CEO for AMP Capital and prior to that spent almost 13 years as the CEO for Cbus Superannuation Fund where he saw membership grow from 500,000 to over 750,000 and AUM rise to AUD $55 billion.
David currently serves on the board of the Climate Council. He has received the Distinguished Alumni Award from La Trobe University for his work in the sustainable finance field, was awarded the FEAL Fund Executive of the Year in 2017 and was presented with a ASFA Life Membership in 2020.
Sustainability Manager, Snam S.p.A.
Lorenza Barsanti, 50, graduated in Chemical Engineering from University of Pisa and, after a brief experience in university, has been working in the Snam Group since 1999. After seven years of experience in the company metallurgical laboratory, she served as HSE manager in the HSE department for two years. Since 2009 she has been working in the Sustainability Department with special attention to reporting, the implementation and development of Integrated Thinking and Reporting in Snam, and to stakeholder engagement initiatives.
Partner, PwC India
Rajib Basu is a renowned Chartered Accountant and post Graduate Diploma holder from the Indian Institute of Management with specialisation in Finance and Valuation. He is also a Cost and Management Accountant from India.
With 24 years’ experience and a resume including Partner -KPMG and most recently Partner- PwC, his sector experience includes Power and Utilities, Metal and Mining, Consumer and Retail Sector, Pharma, IT and ITeS.
In his professional engagements, Mr. Basu works advises Audit Committees, CEOs and Executive Management on risk management, financial control systems and impact of governance on enterprise value. He specializes in advising on metrics, systems and processes that support the strategy and structure of his clients. He also interacts with various Chambers of Commerce and industry bodies on contemporary topics in governance and Risk Management and enhancing enterprise value.
He has been a Chevening Gurukul Fellow from the University of Oxford.
Group Head Chief Financial Officer, Te Rūnanga o Ngāi Tahu
Darren Beatty is of New Zealand (NZ) Māori descent and has worked for Te Rūnanga o Ngāi Tahu since May 2017. He is currently the Group Head Chief Financial Officer and is responsible for the financial and performance management of the Office of Te Rūnanga o Ngāi Tahu, the legal function, the grants function, business support and data & reporting. He is also responsible for the enhanced monitoring function that oversees our Investment Managers who manage our $1.9b asset on behalf of our 71,000+ members.
Darren’s key projects at the moment include the implementation of a new evaluation framework to assess the impact of programmes on members, continuing the integrated reporting journey, the adoption of NZ’s statement of service performance accounting standard (PBE FRS-48) and a move to integrating climate reporting into the company’s reporting landscape.
Researcher, Massachusetts Institute of Technology
Director General DG FISMA, European Commission
John Berrigan is the Director General in DG FISMA (Directorate-General for Financial Stability, Financial Services and Capital Markets Union) of the European Commission.
DG FISMA is responsible for EU-level policy making and legislative initiatives with respect to the financial sector. In this context, John represents the European Commission on the Economic and Financial Committee and the Financial Services Committee, which report to EU Finance Ministers. He also represents the Commission on the Financial Stability Board, which reports to G20 Finance Ministers. He attends the European Systemic Risk Board and is a permanent observer on the Single Resolution Board.
John has been a Commission official since the mid-1980s and has spent most of that time working on financial-sector issues. He worked on preparations for the introduction of the euro in 1999 and was secretary of the so-called Giovannini Group, which produced reports, inter alia, on issues related to euro-denominated debt issues and post-trading in EU securities markets in the early 2000s.
John has a masters degree in economics from University College Dublin. He is married with two children.
Chief Accounting Officer, Bank of America
Rudi Bless is the Chief Accounting Officer at Bank of America and leads the Global Financial Control organization. GFC is responsible for a variety of functions, including managing and executing legal entity reporting; interpreting and applying accounting policy and standards; overseeing financial controls and operational risk assessments; managing and maintaining financial data and systems; managing general ledger and sub-ledger accounting; and tax activities.
Mr. Bless joined Bank of America in November 2014. Previously he was with Credit Suisse AG (CS), where he held various roles over 12 years, most recently as deputy chief financial officer and chief accounting officer. While at CS he led a number of major initiatives, including managing the implementation of Basel 3 for capital and liquidity and a finance transformation with a focus on data, systems and off-shoring. In addition, he has broad experience in financial and regulatory accounting both from a policy and reporting standpoint. Prior to joining CS, Bless spent 20 years with PricewaterhouseCoopers in New York, Frankfurt and Zurich. He was a partner for eight years and focused on clients in the financial services area. Bless holds a bachelor’s degree in Accounting from the University of Delaware.
Associate Professor, University of Miami
Khrystyna Bochkay is an Associate Professor of Accounting at the University of Miami (UM). She joined the faculty at UM in 2014 after completing her PhD in Accounting at Rutgers University. Khrystyna holds a Bachelor of Science in Mathematics and a Master of Science in Statistics from Ivan Franko National University in L’viv, Ukraine.
Khrystyna’s research interests include corporate disclosures, capital markets, sustainability, behavioral finance, forecasting and textual analysis. Her doctoral dissertation focused on the usefulness and predictive ability of textual information in annual corporate reports filed with the SEC. Khrystyna is also working on research that explores the information content of and disclosure strategies in a large sample of earnings conference calls and other corporate disclosures.
Khrystyna’s research has appeared in major accounting journals. She often attends and presents her work at leading accounting conferences and workshops in the US and worldwide.
Special Advisor to the CEO, Value Reporting Foundation
Mr. Bray is responsible for the Value Reporting Foundation’s relationships with the major accounting firms in the context of driving integrated reporting adoption and integrated reporting assurance in priority markets. He is a Fellow Chartered Accountant and Registered Company Auditor. Mr. Bray has been associated with the IIRC since its inception, including as a member of the IIRC Board of Directors (2017 to 2020). Prior to joining the IIRC management team, Michael was Director of KPMG Australia’s Better Business Reporting Services (2016-2020), and an audit partner of KPMG Australia between 1989 and 2016.
Michael continues as Professor of Practice (Integrated Reporting) at Deakin University, Director – Industry Engagement & Thought Leadership within the Deakin Integrated Reporting Centre, and Project Executive for the Australian Business Reporting Leaders Forum.
Michael was the Executive Partner of KPMG’s Global, Asia Pacific and Australian Energy & Natural Resources groups between 2001 and 2010, a Director of the Australian Energy Policy Institute and an alternate member of the 2015 B20 Infrastructure & Investment Task Force.
Managing Director, Infinsus
Erik Breen, Chair of the Framework Board, has the ambition to (re) connect the power of (institutional) capital with non-financial value drivers through a realistic business-driven approach. He has 24 years’ experience in asset management, especially in integrating finance and sustainability. He held various positions with Robeco, Triodos Investment Management and auxiliary functions with Eumedion and ICGN. He has been at the forefront of global developments in corporate governance, responsible investment, stewardship and sustainability and impact investing. He has international experience as board member in developing and challenging strategy, in promoting effective risk oversight and in fostering open board cultures. In 2019, he founded Infinsus, which is his own consultancy firm dedicated to integrating finance and sustainability.
Project Manager, Technical, Value Reporting Foundation
Dr. Bridges is a Project Manager in Technical Operations, a continuation of the role she held at the IIRC. She has been working towards the transition to a comprehensive corporate reporting system with other international frameworks and standard setters. Prior to this, she was a Lecturer at the University of Auckland, New Zealand teaching accounting from introductory level to Masters. She completed her PhD in 2019 on integrated reporting and has presented her research at a number of international conferences.
Dr. Bridges is a member of Chartered Accountants Australia and New Zealand and CPA Australia and has had varied experience working as an accountant in New Zealand as well as the UK. She is passionate about improving the relevance of business reporting by producing concise, transparent and useful information for decision making.
Vice Chair – US Trust Solutions Co-Leader, PwC
Wes Bricker is Vice Chair—US Trust Solutions Co-Leader. In this role he oversees the largest Trust platform in the world, bringing together the firm’s combined Audit, ESG, Digital Assurance and Tax Reporting capabilities to best help clients as they seek to build trust with their stakeholders. As co-leader, Wes is responsible for the quality of service, excellence in the work performed by over 21,000 partners and staff, developing diverse teams and driving innovation. Wes brings a track record of leadership in the U.S. and global capital markets, and in the public accounting profession. He currently also serves as the Chair of the board of directors for XBRL International, a consortium that oversees the widely-recognized standard for digital business reporting globally.
Previously, he served as the PwC US Assurance Leader. Prior to that, he was the Securities & Exchange Commission’s Chief Accountant. He is licensed as a CPA in various states and is a member of the NYS Bar Association.
VP of Innovation and Accounts, Datamaran
Dr. Donato Calace is the Vice President of Innovation and Accounts at Datamaran. He contributes to global innovation projects for the firm and heads the business development and account strategy. He is a member of the EFRAG Task Force on reporting of non-financial risks and opportunities and linkage to the business model. He is Co-Chair with Prof. Riccardo Stacchezzini of the working group on Operationalizing Materiality launched by the Organismo Italiano Business Reporting (OIBR). He holds a Ph.D. in the international program “The Economics and Management of Natural Resources”.
ESG Specialist, SinoPac Securities Investment Service
Emma Chang is an ESG specialist at SinoPac Securities Investment Service (SinoPac Inv. Service) and co-developer of the “SinoPac+” ESG rating system. Emma has leveraged her expertise in ESG analytics and ESG investment research, along with her profound understanding of the challenges and opportunities in ESG reporting for businesses, to spearhead SinoPac Inv. Service’s ESG business development, focused on ESG investment solutions, including automatic investment plans and data, analytics, research, and advisory services for institutional investors.
Emma holds a dual degree, earning an MSc in Carbon Finance from the University of Edinburgh and an MSc in Accounting from Tamkang University. Her prior study and work experiences involve collaborative problem solving with partners in academia, investment institutions, and government agencies.
Sustainable Investment and Stewardship Strategies, California State Teachers’ Retirement System
Verity Chegar is Vice Chair of the SASB Standards Board. Since 2011, her work has focused on sustainable investing. She is currently a member of the Sustainable Investment and Stewardship Strategies team at the California State Teachers’ Retirement System. At BlackRock, she integrated ESG into investment processes for public and private investment teams across equity and fixed income and alternative asset classes, and advanced the consideration of material environmental and social issues for engagement and proxy voting teams. At Allianz Global Investors, Ms. Chegar analyzed the sustainability performance and outlook of global technology and global healthcare companies for investment implications. Prior to 2011, she served in portfolio management roles for firms advising on public equity strategies for institutional and high net worth clients.
Senior Corporate Reporting and Tax Expert – Professional Insights, ACCA
Yen-pei Chen is senior expert for corporate reporting and tax within ACCA’s Professional Insights team. In this capacity, she convenes ACCA’s Global Forums for Tax and Corporate Reporting, represents ACCA on the Climate Disclosure Standard Board (CDSB)’s Technical Working Group, and engages with policy-makers at organisations including the EU Commission and the Organisation for Economic Co-operation (OECD) and the UK’s Financial Reporting Council.
She has a special interest in integrated reporting and the linkages between tax policies and social outcomes. Her wide-ranging publications include ACCA’s Insights into Integrated Reporting series, ACCA Principles for Connected Corporate Reporting and the discussion paper, Tax as a Force for Good.
Yen-pei has spoken on the topic of integrated reporting at events including at the European Parliament, the 2020 OECD Private Finance for Sustainable Development conference, at numerous IIRC Conventions and at the <IR> Awards in Colombo, Sri Lanka.
President, S&P Global Market Intelligence, S&P Global
Martina L. Cheung is President of S&P Global Market Intelligence, one of the four divisions within S&P Global, Inc. (NYSE: SPGI). Ms. Cheung serves as the Executive Sponsor of S&P Global Sustainable1, supporting to drive the enterprise-wide growth strategy for ESG. Ms. Cheung is a member of the Council on Foreign Relations, the Economic Club of New York, and in 2019, was appointed to the U.S. Commodity Futures Trading Commission’s (CFTC) subcommittee on Climate-Related Market Risk.
Ms. Cheung joined S&P Global in 2010 as Vice President of Operations and went on to serve as S&P Global’s Chief Strategy Officer. Most recently, she served as Head of Risk Services in S&P Global Market Intelligence. Ms. Cheung also formally served on the Board of CRISIL.
Prior to joining S&P Global, she worked in the consulting industry. She holds a bachelor’s degree in Commerce and a master’s degree in Business Studies from University College Galway.
Director of Capital Markets Integration & Head of Private Investments Initiatives, Value Reporting Foundation
In his role, Mr. Cohen works with institutional investors and asset owners, integrating financially material, industry-specific ESG topics and metrics into investment processes across asset classes. Prior to joining SASB, Mr. Cohen was Head of Business Development at Sonen Capital, an ESG & Impact dedicated OCIO and fund manager. Prior to Sonen, he was a Director of Investment Opportunities at Venovate where he led due diligence on alternative investment strategies ranging from timber, real estate, hedge funds, and secondary strategies. Mr. Cohen has spent his career working with sophisticated investors at organizations such as Deutsche Bank, Merrill Lynch and Gerson Lehrman Group. He holds an MBA from Georgetown University and a BBA from the University of Michigan. Mr. Cohen is a CAIA Charterholder and FSA Credential Holder.
Group CFO, ERM
Simon Crowe is the Group Chief Financial Officer (CFO) and joined ERM in January 2018. ERM has a diverse team of over 5,500 world-class experts in over 150 offices in more than 40 countries and supports clients across the breadth of their organizations to operationalize sustainability. ERM is a member of the WBCSD and has played an active role in many of the work streams.
Simon is an experienced CFO having worked with companies listed on New York, London and European stock exchanges with a deep understanding of capital markets, investor relations and public communications, strategy, financial reporting (IFRS and US GAAP), business turnarounds, and transaction execution and integration. Simon previously held CFO roles at Gaslog (NYSE listed LNG company), Subsea7 (NYSE listed offshore company) and Global Head of Corporate Development at Transocean (US listed rig company).
Head of Private Equity Impact Analysis, Nordea Asset Management
Hetal was appointed Head of Private Equity Impact Analysis at Nordea Asset Management (NAM) in December 2019. She has over 16 years of international experience in sustainable finance working across asset classes including private equity, private debt and listed equities. Between 2018-2019 she was Co-Portfolio Manager of SEB Microfinance and Impact Funds & ESG specialist of SEB Private Equity and before this, she was Co-head of Responsible Investment and Senior ESG Analyst at NAM. Before joining NAM in 2014, Hetal worked in responsible investing and sustainability positions in the financial sector (private equity and banking) in Sweden, the UK and the Netherlands.
CEO, Corporate Leadership Center
Director of Sustainable Integration, Northern Trust Asset Management
Head of Responsible Investment, Danske Bank
Director, Investor Relationships; Head, APAC Outreach, Value Reporting Foundation
Katie Schmitz Eulitt is a leader in the field of sustainability with 20+ years of experience on four continents and nine countries. She has created business solutions to address environmental and social challenges and opportunities across a broad range of industries including renewable energy, forest stewardship, water purification and other clean technologies.
Most recently, her work has focused on improving corporate transparency on progress addressing environmental, social and governance (ESG) issues and, in particular, the provision of meaningful, true and balanced communication to investors on the management of these factors – towards the goal of better aligning capital with society’s changing needs and expectations. Ms. Schmitz Eulitt was among the first staff members of the Sustainability Accounting Standards Board (SASB) and, having co-founded SASB’s Investor Advisory Group in 2016, now leads that Group. She also manages relationships with stakeholders in key APAC markets.
Ms. Schmitz Eulitt serves on the Advisory Council of Columbia University’s Sustainable Finance Professionals Network (CSFPN). She is a founding member of Private Directors Association, OC Chapter and earned a Global Competent Boards Designation (GCB.D) from ESG Competent Boards in 2020.
Ms. Schmitz Eulitt holds a bachelor’s degree in Japanese from the University of California, Berkeley. She earned her MBA at l’Institut Européen d’Administration des Affaires (INSEAD) in Fontainebleau, France, and an Executive Certificate in Sustainability from the Presidio Graduate School in San Francisco.
Director, Environmental, Social and Governance (ESG) Research, Breckinridge
Rob is director, environmental, social and governance (ESG) research. He is also a member of the firm’s Sustainability Committee. In his role, Rob leads Breckinridge’s ongoing ESG integration and engagement efforts. Rob has been with the firm since 2010 and has over 23 years of research experience. Rob is a member of the Board of Directors for the United Way of Massachusetts Bay and Merrimack Valley, a member of the Board of Overseers for Big Brothers Big Sisters of Massachusetts Bay, a member of the advisory board for the CECP Strategic Investor Initiative and a Town Meeting Member for the Town of Needham, MA. He holds a B.S. from Boston College, an MBA from the Boston University School of Management and a graduate-level certificate in sustainability from the Harvard University Extension School. He is a CFA® charterholder and an FSA Credential holder.
Chief Executive Officer, European Leveraged Finance Association
Head of ESG, PAI Partners
Cornelia is Head of ESG and Sustainability at PAI Partners. She is a Sustainability expert and key intermediary between Investors, Deal Teams and portfolio companies. With her team, she embeds ESG in PAI’s investment processes, such as due diligence, portfolio monitoring and extra-financial reporting. Their end-goal is portfolio value creation through the build-up or reinforcement of CSR strategies. As such, Cornelia is part of PAI’s Performance Group (PPG), a team of senior functional experts who support PAI portfolio companies in their transformation. Cornelia has 12 years of experience in CSR strategy, Ethical & Environmental Compliance and Supply Chain Risk Management in both corporate and certification environments in Europe as well as in Asia. In particular, she was in charge of Social Compliance at Casino Group, auditing factories in at-risk countries, leading the implementation of the Responsible Purchasing and Supply chain monitoring strategies worldwide and building an integrated approach for Quality and Procurement teams.
Director, Advocacy, IFAC
Stathis Gould heads up the development of international services for professional accountants working in business and industry at IFAC. A key element of his work is developing thought leadership and guidance in support of finance professionals and their roles facilitating sustainable organizational performance. Before moving to IFAC, he was at the Chartered Institute of Management Accountants (CIMA) responsible for planning and overseeing a program of policy and research. Prior to serving the accountancy profession, Mr. Gould worked in various roles in the private and public sectors in the UK.
CEO, Value Reporting Foundation
Janine Guillot is Chief Executive Officer of the Value Reporting Foundation. As CEO, Janine works to advance progress towards a globally accepted corporate reporting system in which sustainability accounting develops the commensurate level of maturity, credibility and acceptance as financial accounting. Janine also serves as Special Advisor to the International Sustainability Standards Board (ISSB), where she provides strategic advice and counsel to the ISSB Chair and IFRS Foundation Trustees, focusing on the consolidation of the VRF into the IFRS Foundation and the establishment of the ISSB. Prior, Janine was CEO of the SASB Foundation (SASB) and led the establishment and widespread acceptance of SASB Standards as the leading industry-specific sustainability disclosure standards for the global capital markets.
Janine has a distinguished career in financial services. Prior to joining SASB, she served as Chief Operating Investment Officer for the California Public Employees’ Retirement System (CalPERS). Prior to CalPERS, Janine held senior leadership positions at Barclays Global Investors (BGI) and Bank of America, including serving as Chief Operating Officer of BGI’s European and Global Fixed Income businesses.
A graduate of Southern Methodist University (SMU), Janine began her career as a technical accountant and auditor with Ernst & Young. In recognition for her leadership at the intersection of sustainability, accounting and finance, Janine was selected as a 2020 and 2021 NACD Directorship 100 Honoree and named to the 2020 Business Insider’s 100 People Transforming Business list.
Chair, SASB Standards Board, Value Reporting Foundation
Jeffrey Hales teaches at the University of Texas at Austin, where he is the Charles T. Zlatkovich Centennial Professor of Accounting. His research interests center on accounting standard setting and regulation, individual decision making, and behavioral finance, using techniques from applied game theory, experimental economics, and psychology. His research has appeared in The Accounting Review, Journal of Accounting Research, Journal of Accounting and Economics, and the Journal of Financial Economics, among other journals. He is currently serving a second term as an editor at Accounting Horizons, has previously been an editor for Contemporary Accounting Research, and has served on the editorial boards of several journals. Since 2018, he has served as the Chair of the Standards Board at Sustainability Accounting Standards Board (SASB), now part of the Value Reporting Foundation. In his role as Chair, he oversees the agenda setting and due process associated with the SASB Standards development and maintenance. Before serving on the Standards Board, he chaired the SASB’s Standards Council, which was formed in 2012.
Global Non-Financial Reporting and ESG Lead, Diageo
Harriet Howey is the global lead for non-financial reporting and ESG at Diageo, a company with an outstanding collection of over 200 spirit and beer brands sold in more than 180 countries. With a career spanning ESG strategy and impact communications in corporates and not-for-profits in Europe and Asia Pacific, Harriet is passionate about using ESG data and insights to engage stakeholders and drive change. She believes the delivery of ESG goals deserves the same rigorous approach as financial performance.
At Diageo, she oversees internal and external measurement and reporting on all sustainability and responsibility activity across the company’s global footprint. Every year, her team delivers one of the fastest published integrated annual reports in the world (35 days from year end to publication), including a comprehensive GRI submission, UN Global Compact index, Task Force for Climate-related Financial Disclosures update, and Sustainability Accounting Standards Board response.
Chief Financial Officer, DBS Group
Mrs. Chng Sok Hui is the Chief Financial Officer of DBS Group. Prior to this appointment in October 2008, she was Group Head of Risk Management for six years. She is the Chairman of the Board of DBS Bank India Limited, a board member of the Singapore Exchange (Chair of Risk Committee) as well as Changi Airport Group (Chair of Audit Committee). Additionally, she is a member of the CareShield Life Council. She has previously served on the Boards of Bank of the Philippine Islands, The Inland Revenue Authority of Singapore, Housing & Development Board, Accounting Standards Council and, for 10 years, as the Supervisor of the Board of DBS Bank (China) Limited. She is a Chartered Financial Analyst (CFA), a Certified Financial Risk Manager (FRM), an IBF Distinguished Fellow as well as a Fellow Chartered Accountant of Singapore. She is also member of the International Women’s Forum (Singapore).
Chief Sustainable Finance Officer, Financial Services Agency of Japan (JFSA)
In March 2019, the Financial Services Agency of Japan (JFSA) decided to create the position of Chief Sustainable Finance Officer (CSFO), to plan and coordinate on promotion of sustainable finance internally and globally. Upon its creation, Ikeda-san was appointed, and has been serving, as the first CSFO. In this capacity, he covers a wide range of issues concerning sustainable finance which include, among other things, promoting TCFD disclosures in Japan by business corporations and financial institutions. He also served as Co-chair of the Workstream on Climate Disclosures of the FSB SRC and currently serves as Co-chair of the Workstream on ESG Data and Ratings of the IOSCO Sustainability Taskforce as well as Co-chair of the Working Group on Sustainability Disclosure of the IPSF.
Director, ESG & Sustainability, Grant Thornton
Head of ESG Credit, Apollo Global Management
Michael Kashani joined Apollo Global Management as the Head of ESG Credit in October 2021. Michael is responsible for supporting ESG integration across the Credit business as well as further incorporating ESG into Apollo’s lending and investments processes. Michael formally served as the Global Head of ESG Portfolio Management within the Fixed Income division at Goldman Sachs Asset Management. Within that role, Michael was responsible for coordinating the ESG integration efforts across all fixed income teams as well as serving as the lead portfolio manager for ESG focused mandates. Michael was previously on the Goldman Sachs Asset Management municipal team as a senior research analyst covering healthcare, education and distressed municipalities and was instrumental in the developing its ESG capabilities as well. Prior to his time at Goldman Sachs Asset Management, Michael worked as a credit analyst at American Capital Access and Standard & Poor’s, focusing predominantly within the healthcare and education sectors.
Deputy Director of Investor Relations, Konica Minolta Inc.
Yasuhiro Kawasugi is an experienced Investor Relations Officer backed by international experiences in European Headquarters, in Germany for 8 years, and with Director positions in the U.K. covering European and U.S. businesses. During those periods in Europe and the U.K., he developed strategy for business transformation, executed M&A and PMI, and CFO of acquired company for restructuring and integration. Currently, he has been focusing on developing the Value Creation Process and its disclosures to improve Konica Minolta’s corporate value through engagement and discussion with global institutional investors from their Tokyo HQ.
Chief Operating Officer, Redefine Properties
Leon is a chartered accountant with an excellent blend of operational experience, sound business acumen and technical accounting knowledge. He joined Redefine Properties as Chief Financial Officer in October 2014 and was appointed as Chief Operating Officer in February 2021. He is responsible for all aspects of the asset and property management of the business, which includes the general administration of the property portfolio.
Global Head of Advisory, Reporting & Engagement / Group Sustainability, ABN Amro
Mr. Krumpelman leads the work of the Value Reporting Foundation’s special interest group on Integrated Thinking & Strategy, which consists of around 40 companies and knowledge partners. The focus of the group is to offer world-renowned and innovative organizations the opportunity to share thinking about developing strategy across multiple capitals, learn from world leaders and co-create a common view of integrated thinking that is globally relevant to help build resilient, future-fit businesses.
He is also working for ABN AMRO in Amsterdam, as Global head of Business Advisory, Reporting & Engagement, and a member of the Group Sustainability Management team. With more than 20 years of experience in the banking sector he started as a private banker and investment advisor and later on as head of investment teams. For the last eight years he has been heading up a team that offers advice on sustainability and is responsible for integrated thinking and reporting.
He is also a member of the advisory board for the Center for Corporate Reporting in Zurich and of the A4S expert group.
Chief Policy Officer, Value Reporting Foundation
Jonathan Labrey is Chief Policy Officer at the Value Reporting Foundation, leading the organization’s influencing strategy with policymakers and regulators. He has over 17 years of experience working in public policy, corporate governance and regulation in the accountancy and corporate reporting fields.
Mr. Labrey was responsible for global policy and strategy at the IIRC from 2012-2021. During this time, he developed a particular expertise in Asian markets, having worked across the region while living in Singapore. He has developed a deep understanding of capital market and corporate governance issues, working closely with businesses, investors, regulators and accountancy professional bodies.
Mr. Labrey led the public affairs and policy team at the ICAEW from 2004-10. From 2010-2012 he was head of communications at the UK’s Financial Reporting Council. He graduated in Law from King’s College London and started his career in the UK Parliament as an advisor to several Members of Parliament.
Chair, IFRS Foundation
Erkki Liikanen began an initial three-year term as chair of the IFRS Foundation Trustees in October 2018.
He took up the position after having served two seven-year terms as governor of the Bank of Finland. Before joining the Finnish central bank, he served two terms as a commissioner at the European Commission, first for Budget and then for Enterprise and the Information Society.
Mr. Liikanen has worked internationally for many years. From 2004 to 2018, he was a governor of the International Monetary Fund and a member of the Governing Council of the European Central Bank. In 2012, Mr. Liikanen chaired a group of experts set up by the European Commission to consider EU banking sector reforms in the wake of the financial crisis. The group’s recommendations are known as the ‘Liikanen report’.
His career began in 1972 when, at the age of 21, he was elected as the youngest-ever representative to the parliament of Finland. During his 18 years there, Mr. Liikanen served as Finland’s minister of finance (from 1987 to 2009) and as the head of the Finnish mission to the European Union at the ministry for foreign affairs (from 1990 to 1994).
Mr. Liikanen is an economist by training. He holds a masters degree in Political Science (Economics) from the University of Helsinki. He also holds honorary doctorates from the University of Technology, Finland (2003), Aalto University School of Economics, Finland (2011) and University of Eastern Finland (2019).
Head of Corporate Sustainability, European Investment Bank
Prof. Dr. Hakan Lucius is Head of Corporate Sustainability at the EIB, the European Union’s bank. Dr Lucius possesses more than 20 years of experience in sustainable finance and is an internationally acclaimed speaker is his field, and was quoted, amongst others, by the Financial Times and Reuters. Academically, he holds a Ph.D., a M.Sc., and an MBA from INSEAD.
Dr. Lucius is Professor of Finance in parallel to his career at the EIB, specializes in sustainable corporate finance and has lectured in Europe and the US. Prof. Dr. Lucius is also on the Board of the Luxembourg Fund labelling agency, Luxflag member of the European Financial Reporting Advisory Group (EFRAG) on the European Sustainability Reporting Standards; member of the European Commission’s Ecolabel expert group for sustainable finance; and former President of the European Investment Bank’s Pension Board.
Co-Author, “Moving Beyond Modern Portfolio Theory: Investing that Matters”, Sinclair Capital
Forbes calls long-time institutional investor Jon Lukomnik one of the pioneers of modern corporate governance. Jon’s new book, “Moving Beyond Modern Portfolio Theory: Investing That Matters” (co-authored with James Hawley) focuses on MPT’s inability to deal with systematic risk. It provides the first comprehensive finance theory for why investors try to mitigate real world risks to the environmental, financial and social systems. The book has been featured by the CFA Institute, Forbes, Capital Monitor, Barrons and others. Jon has been a trustee for more than $100 billion and has consulted to institutional investors with aggregate assets of $1 trillion. The managing partner of Sinclair Capital LLC, a strategic consultancy to institutional investors, Jon is a trustee on the Van Eck mutual funds, insurance trusts and UCITs, and a member of the Deloitte Audit Quality Advisory Committee. He served for more than a decade as the executive director of the IRRC Institute, is a former Pembroke Visiting Professor at the Judge Business School at Cambridge, co-founded the International Corporate Governance Network and was an officer of the Council of Institutional Investors.
Chief of Market Relationships, Value Reporting Foundation
Nicolai Lundy is the Chief of Market Relationships. He identifies opportunities for sustainability professionals, financial reporting professionals, investment analysts and others to benefit from the Value Reporting Foundation’s research on the financial impacts of sustainability and the benefits of a holistic view of value creation. In his role, Nicolai oversees offerings that primarily emerge from the SASB Standards, including the “SASB Inside” licensing program, SASB Alliance membership and related education programs. Early in his tenure, he led the development of the FSA Credential. He has been with the Value Reporting Foundation since late 2013 (when it was SASB). Prior to 2013, he had a variety of client relationship and operations roles in Norway and the U.S.
Managing Director, Head of Sustainable Investing, CPP Investments
Richard Manley is Managing Director, Head of Sustainable Investing at CPP Investments. In this role, he leads the team responsible for integrating consideration of environmental, social and governance, including climate risks and opportunities across our investment programs.
Prior to joining CPP Investments in 2019, Richard spent 18 years at Goldman Sachs, where he was most recently Global Head of Thematic Equity and ESG Research, and Co-Head of EMEA Equity Research. Previously, he worked at Merrill Lynch, Donaldson, Lufkin and Jenrette, and Paribas Capital Markets as an Integrated Oil & Gas equity analyst.
Richard holds a Graduado Superior/BA (Hons) in European Business Administration from ICADE in Madrid.
Director, Global Regulatory Outreach, Value Reporting Foundation
Granville Martin is the Director of Global Regulatory Outreach for the Value Reporting Foundation where he leads engagement with American regulators, corporates and trade associations.
Prior to joining Value Reporting Foundation, Mr. Martin was Senior Vice President for Policy & Advocacy and General Counsel at the Society for Corporate Governance, where he led the Society’s advocacy efforts related to corporate governance, securities law and regulation and other related issues. He also led the Society’s ESG-related efforts including assisting members in navigating the increased demands for disclosure and engagement, creating dialogue among issuers, investors and other stakeholders and representing Society views in a variety of forums.
Prior to joining the Society, he was a Managing Director of Sustainable Finance for JPMorgan Chase & Co. where he led a range of ESG-related initiatives, including working with investment and commercial banking units to manage environmental and social risks, engaging with clients and external stakeholders and advising the senior management and the Board. Key sectors included oil and gas, mining, timber, prison services, firearms, and other sectors with significant environmental and/or social impact.
After graduating law school, he joined the Office of the Counsel to Governor George Pataki of New York working on environmental issues such as wastewater treatment, New York City watershed protection and green buildings. He also worked on local government and mental health issues and negotiated with the State Legislature. After leaving the Pataki Administration, Mr. Martin represented the Financial Services Forum prior to joining JPMorgan Chase in 2005.
Mr. Martin earned a B.A. from Boston University and a J.D. from University of San Francisco and is admitted to the bar in New York and California.
EVP & Group CFO, Schneider Electric
Hilary Maxson has served as the Chief Financial Officer of Schneider Electric and a member of its Executive Committee since April 2020. She joined Schneider Electric in 2017 as Senior Vice President & CFO of Building and IT and was appointed CFO of Energy Management, the largest business unit, in 2019 after relocating from Hong Kong to France.
Hilary’s experience spans regulated and deregulated businesses and she has held progressive roles in corporate and operational finance, M&A and business development, starting out in banking then moving to power and utilities through 12-years with the AES Corporation. She has led diverse teams on the continents of North America, South America, Africa, Asia and Europe.
As of 1 June 2021, Hilary was appointed a Non-Executive Director at Anglo American (FTSE 50). Anglo American is a technology-forward and ESG-focused global mining company. As of 1 August 2021, Hilary was appointed a Non-Executive Director at Aveva (FTSE 50), a leading industrial software company and a key player in driving digital transformation globally. Aveva is 60% owned by Schneider Electric.
Hilary holds both a bachelor’s degree in Applied economics and Management from Cornell University as well as an MBA from Cornell’s Johnson Graduate School of Management.
Senior Advisor, Europe, Value Reporting Foundation
Simon Messenger is a Senior Advisor to the Value Reporting Foundation for their activities in Europe, and particularly in France where he drives the corporate, investor and regulatory engagement.
He has over 15 years of technical and professional experience and is the founder and CEO of 1Planet Advisory, a sustainability consultancy. He has held a number of senior roles in the broader field of sustainability reporting and sustainable finance, having been Managing Director of the Climate Disclosure Standards Board (CDSB) and Director of the 2 Degrees Investing Initiative (2Dii).
He currently also works as a technical advisor to the United Nations Environment Programme, and was previously Head of Consulting at the Energy Saving Trust and a sustainability consultant at PwC and Deloitte. Simon holds a Masters with Distinction in Ecological Economics and a First Class BSc (Hons) in Environmental Geoscience, both from the University of Edinburgh.
Senior Director, Responsible Investment, PSP Investments
Executive Director, Monetary Authority of Singapore
Ms Abigail Ng is Executive Director and Head of the Markets Policy & Infrastructure Department, with supervisory responsibility for market infrastructure including exchanges, central counterparties and the central depository. She also oversees the formulation of policies on the capital markets to promote fair, orderly and transparent markets, and safe and efficient financial market infrastructures, as well as policies on market conduct to achieve fair outcomes for investors and shape corporate governance standards. Prior to this role, Ms Ng was Head of the Corporate Finance & Consumer Department, with supervisory responsibility for capital markets, including regulation of offers of securities, the conduct of takeover and merger transactions, and the Singapore Exchange as a frontline regulator for listed entities. Ms Ng also represents MAS at various international committees, such as the International Organisation of Securities Commissions (IOSCO) Sustainable Finance Taskforce, where she is actively involved in work dedicated to improving securities issuers’ sustainability-related disclosures.
Head of Responsible Investing, Ontario Teachers’ Pension Plan
Deborah Ng is Head of Responsible Investing at the Ontario Teachers’ Pension Plan. Deborah heads the Plan’s Responsible Investing team and develops and leads the Responsible Investing and Climate Change initiatives. She is responsible for key deliverables, including: ESG and climate change thought leadership and innovation, ESG integration frameworks and tools, and corporate engagement. Deborah and her team provide insights and subject matter expertise to the global direct investment teams.
Deborah sits on the board of the GRESB, BV (the Global Real Estate Sustainability Benchmark), and past Chair of its Infrastructure Advisory Board. She actively participates in a number of global initiatives including: A4S, the VRF Investor Advisory Group and the Technical Expert Group of the Sustainable Finance Action Council.
Deborah was awarded with Director’s Award from the Rotman School of Management, University of Toronto where she obtained her Master of Finance. She is also a CFA charter holder.
Director of Sustainability and Regeneration, Better Energy
Cora Olsen is the Director of Sustainability & Regeneration at Better Energy. She is responsible for leading the company towards becoming Future-Fit, developing the environmental, social and governance (ESG) data and reporting to ensure accountability. Before joining Better Energy, Cora worked for Novo Nordisk, where she was responsible for driving the continuous development of the ESG data reported in the integrated annual report. She was also responsible for setting up and embedding internal control processes that are aligned with financial reporting to ensure a high level of data quality. She is an IR Framework Board Director in the Value Reporting Foundation, a member of the Future-Fit Development Council, and sits on SASB’s Standards Advisory Group. She also sits on the Advisory Board for the Center for Corporate Reporting based in Switzerland. Before joining Novo Nordisk in 2008, Cora worked for EY as a consultant within the area of sustainability advisory and assurance.
Investor Relations and Sustainability Transformation, Recruit Holdings
Mikiko Ono leads the ESG dialogue and disclosure team for the sustainability transformation of Recruit Holdings Co., Ltd., one of the largest HR companies in the world. Mikiko leverages her experience and knowledge of finance, investor relations, and her passion for sustainability to build a function dedicated to ESG dialogue in Recruit Holdings. She has spearheaded ESG engagement with institutional investors and ESG disclosures not only in voluntary materials, but also in regulatory financial reports for both capital markets and stakeholders.
Before joining Recruit Holdings, she spent 10 years gaining strong experience in finance, including roles in investor relations for two telecommunications companies which were listed both in Japan and the US. Mikiko also worked in global M&A and post-merger acquisitions roles, where she has cultivated her knowledge of governance.
Mikiko is a Certified Member Analyst of the Securities Analysts Association of Japan. She is also a member of the Standards Advisory Group for the Technology and Communications sector of the SASB Standards.
Chief Operating Officer, Japan Catalyst, Inc.
Director of Business Relationships & Networks, Value Reporting Foundation
Dr. Jeremy Osborn is the Value Reporting Foundation’s Director of Business Relationships & Networks, working with a wide variety of international businesses, organizations and professional institutes to support the scaling and adoption of integrated reporting, integrated thinking and SASB Standards. He was formerly the IIRC’s Director of Business & Stakeholder Engagement.
He is an experienced senior executive and strategy consultant, with deep experience of how sustainability catalyses systems change. He previously worked for EY, The Prince’s Accounting for Sustainability (A4S) Project and Accenture, advising clients across a broad range of sectors on how to integrate their sustainability strategy with their core business objectives, and then measure and communicate the value which this creates for their stakeholders. He began his career in commercial management at Unilever.
He is a Fellow of the Chartered Institute of Management Accountants, holds a D.Phil. on the history of the East India Company and graduated with First Class honours in Modern History from Oxford University.
Senior Head, CFA Institute
Sandra Peters leads the Financial Reporting Policy Group at CFA Institute where she oversees a team responsible for tracking all financial reporting issues of interest to investors. She serves as spokesperson for CFA Institute to financial reporting standard setters and regulators including the IASB, FASB, and the U.S. Securities and Exchange Commission, and conducts outreach to other professional organizations and the media to discuss and promote financial reporting policies.
Sandy has an extensive and well-balanced background as a user advocate, preparer, and auditor. Most recently, Sandy served as Vice President and Corporate Controller at MetLife Inc. Prior to joining MetLife, she was a partner at KPMG LLP providing audit services primarily for insurance and financial services companies. She is currently a member of the SEC’s Investor Advisory Committee and previously was a member of the IFRS Interpretation’s Committee (IFRS IC), the PCAOB’s Standing Advisory Group, and the FASB’s Financial Accounting Standards Advisory Council (FASAC). Sandy is a CPA licensed in New York, Texas, and Nebraska. She earned the CFA designation in 1998 and is a member of the CFA Society of New York. She holds a BSBA in Accounting from the University of Nebraska and an MBA in Finance from Indiana University.
Group Sustainability Performance Director, Schneider Electric
Frédéric Pinglot currently looks after Schneider Electric’s Corporate Social Responsibility as the Group Sustainability Performance Director. A long-time sustainability enthusiast with environmental sciences background and experience in climate strategy consulting, he focuses on ensuring that the Company implements best sustainability practices in contribution to the UN Sustainable Development Goals, and earns its place among the most sustainable companies in the world.
His key responsibilities include the communication of the sustainability performance to internal and external stakeholders; compliance with extra-financial reporting requirements and various ESG ratings; coordination of the Group Sustainability transformation program “Schneider Sustainability Impact”, and continuous improvement of the Sustainability strategy.
Lead Sustainability Targets, Governance, Reporting, BMW Group
As a member of the Sustainability Strategy Team of BMW AG, Magdalena Podoska leads the Center of Competence Sustainability Targets, Governance and Reporting. In her role she is responsible for developing and executing a long term ESG reporting strategy for BMW Group. Magdalena brings over 25 years of experience in risk management, compliance, and audit and has a deep knowledge of various reporting standards. Magdalena worked in several industries and countries, including 14+ years in the automotive sector. Earlier this year, Magdalena joined the SASB Standards Advisory Group for the transportation industry cluster.
Professor/Associate Dean, Fordham University, Gabelli School of Business
Barbara Porco is a Professor of Accounting and Taxation at Fordham University for over 25 years and a former PwC tax director. She holds an MBA and PhD degree from Fordham University and a master’s degree in sustainability and environmental management from Harvard University.
Porco is a Certified Public Accountant (CPA) and Certified in Financial Forensic (CFF) from the American Institute of Certified Public Accountants (AICPA) and earned a certificate in corporate sustainability and innovation (CSI) from Harvard University.
Porco serves on the AICPA/CIMA Assurance Executive Committee (ASEC) Sustainability Assurance and Advisory Task Force. She is the author of the KPMG Ethical Compass Toolkit: Integrity in Business. The Toolkit material has won multiple awards and has been adopted by faculty in over 150 universities with its latest installment focusing on sustainability reporting. Porco specializes in ESG reporting literacy and currently teaches academic courses to prepare students for FSA Certification.
Performance Lead, Impact Management Project
Spencer leads the corporate disclosure workstream at the IMP. He is a chartered accountant with expertise on the measurement of corporate sustainability and integration with financial reporting. During his time at the IMP, he was part of the core team that facilitated a group of 5 standard setters that published a statement of intent for comprehensive corporate reporting and a subsequent paper that described reporting on enterprise value, which included a prototype climate-related disclosures standard for investors.
Spencer has been on partial leave from the IMP since April 2021 as he has supported the IFRS Foundation as it has explored the establishment of the ISSB. At the IFRS Foundation, he helped lead the Technical Readiness Working Group, which created a set of technical recommendations for consideration by the ISSB to give it a running start. Spencer has had a particular focus on climate and enhancing the prototype climate-related disclosures standard.
Product & Service Innovation Head, TMX Group
With TMX Group, Eliza worked on the equity-trading floor, the market data division, information technology, and the last 10+ years in TMX’s Capital Formation group, focused on providing products, services and education to issuers on Toronto Stock Exchange and TSX Venture Exchange.
During her 20+ years with TMX, Eliza has stayed close to the topics of climate change and sustainability. Recently, Eliza has launched several services to assist issuers including TMX’s ESG 101 resource platform, a Primer on Environmental & Social Disclosure, an ESG Disclosure educational program, and negotiated the endorsement of the IHS Markit ESG Reporting Repository. Eliza has planned several issuer ESG roundtables, speaks regularly on external ESG issuer panels, and contributes to TMX Group’s corporate ESG Report. She has an undergraduate degree in Environmental Studies, a graduate certificate in Geographic Information Systems, and is an FSA level II candidate.
Head of Investor Relations and Business Insight, Poste Italiane
Massimiliano R. Riggi has been Head of Investor Relations and Business Insight at Poste Italiane since 2018. In 2017, he supported he supported Equita Group in its IPO as Head of Investor Relations and Planning.
Previously Head of Equity Investors at UniCredit Group, Massimiliano holds a PhD in Economics and Law at Alma Mater in Bologna, an MSc in Economics at UCL and a Degree in Economics at Bocconi University, where he was teaching and researching on local economic development topics.
CEO, Integrated Reporting Committee of South Africa
CEO, Integrated Reporting Committee of South Africa
Head of Group Integrated Reporting, Assicurazioni Generali spa
Massimo is an “evangelist” of Integrated thinking: he is leading the Group Integrated Reporting implementing the Generali Integrated reporting framework and supporting the top management’s decision-making process. His mantra is “Integrated thinking is improving our personal and professional live”.
In the last 25 years Massimo has evolved his role in the financial reporting area starting as project manager of the IAS implementation in Generali Group back in 2005.
He is co-leading FINANCE NEXT, the new transformation program of the Group CFO finance platform, focused on streamlining the reporting process and implementing the IFRS 17 and IFRS 9. He is also project leader of the implementation of the NON FINANCIAL DISCLOSURE DIRECTIVE in Generali Group.
Massimo is also active in the international working groups on corporate reporting issues and he is a frequent speaker at professional and academic events sharing his experience of his integrated thinking journey.
Director of ESG, Financial Conduct Authority
Sacha Sadan is the newly created Director of ESG at the FCA (Financial Conduct Authority). Facilitating the UK financial regulator to embed ESG across the wide spectrum of regulatory activities and reporting to the CEO. Previously Sacha was Director of Investment Stewardship (10 years) and on the board at LGIM, one of the world’s largest asset managers. Sacha had responsibility for investment stewardship, including environmental, social and governance (ESG) areas, collaborating with other investors as well as governments and regulators. He was recognised in the Financial Times as one of ‘the 30 most influential people in the City of London’. Sacha was previously a UK equity manager at Gartmore where he co-managed a range of UK equity hedge, retail and institutional funds. He was voted the top-rated Pan European fund manager in the Thomson Reuters Extel awards. He started his career at Universities
Superannuation Scheme (USS) pension fund. Sacha is a Fellow of ICSA and a founding member of the UK Investor Forum and was a member of their board for 6 years.
Managing Director, Sustainable Investing, KKR
Elizabeth Seeger joined KKR in 2009 to help oversee the consideration of environmental, social, and governance (ESG) issues throughout KKR’s investment process, including the management of KKR’s ESG-focused value creation programs for its portfolio companies. She is also a member of KKR’s Global Impact team. Ms. Seeger was previously a project manager in the corporate partnerships program of Environmental Defense Fund (EDF). Prior to EDF, she was a consultant with the Corporate Executive Board (CEB), where she advised companies from a broad range of industries in Europe and the United States. Before CEB, Ms. Seeger was an associate at the Environmental Law Institute, a non-profit organization focused on environmental law and policy research and education. She is a 2013 Aspen Institute First Movers Fellow and became a member of the Sustainability Accounting Standards Board in 2017. Ms. Seeger has close to 20 years of experience working on corporate environmental and social issues and earned a B.A. with honors from the University of Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania.
Co-Chair, Value Reporting Foundation Board
Richard was Vice Chairman; Global Assurance at PwC.
Until 30 June 2018, Richard was a member of PricewaterhouseCooper’s Global Leadership Team with responsibility for Assurance including audit.
During his 38 years with PwC he held a variety of senior business leadership roles as well as working with many of the Network’s largest clients. He was a member of the Global Leadership Team from June 2013 to June 2018 and PwC UK’s Executive Board from June 2006 to June 2013, initially as UK Assurance Leader and then as Head of Reputation and Policy. He has lived and worked in New York and Hong Kong in addition to London, which is his home.
Richard is a Fellow of the Institute of Chartered Accountants in England and Wales. He graduated with honours as a Bachelor of Science in Mathematics and Operational Research from Southampton University in 1980. He is married with four adult children.
Americas ESG & Corporate Reporting Thought Leader, EY
Marc is the Corporate and ESG Reporting Thought Leader for EY Americas Assurance Practice. In this role, he provides insights on ESG and corporate reporting, including matters involving investors, corporations, NGOs and regulators. These insights are delivered via a combination of high-value communication channels to connect with key audiences. Fluent in both financial and ESG reporting, Marc helps clients understand the rapidly evolving corporate reporting landscape and how they can develop a transparent articulation of the long-term value creation story throughout all the communication channels to investors, which is key to maximizing valuation opportunities. Marc’s expertise in corporate reporting has been built over 30 years, with deep experience in audit, buy-side research, policy and consulting. In January 2019, Marc was appointed as a Board Member of the Sustainability Accounting Standards Board (SASB).
Managing Director, Neuberger Berman
Chief Operating Officer, SFL Corporation Ltd.
Mr Trym Sjølie is the COO of SFL Corporation Ltd, which has developed from a pure tanker owning company to one of the world’s largest ship-owning companies, with investments in the tanker, bulker, liner and offshore segments with a significant charter backlog. The Company was listed on the New York stock Exchange in 2004 and has paid dividends every quarter since.
Mr Sjølie has held several senior management positions within the shipping industry, and he has expertise within fleet optimization in both technical and commercial terms. Before joining the John Fredriksen controlled SFL Ltd, Mr Sjølie served in companies such as Höegh Autoliners , Aker Kvaerner and shipping investment funds. Mr Sjølie holds an MSc in Naval Architecture from the Norwegian University of Science and Technology and a Master of Management from BI Norwegian Business School.
Director of Research, Market Engagement, Value Reporting Foundation
In his role as Director of Research, Market Engagement, Marvin Smith develops relationships and structures engagements with market participants for dialogues with the Research Team and SASB Standards Board regarding feedback on financially-material sustainability topics. This feedback ensures that the SASB Standards update process remains market informed. His work includes managing the activities related to the SASB Standards Advisory Group (SAG), a standing committee of volunteer industry experts who provide feedback on the implementation and use of the SASB Standards. Prior to joining SASB, Mr. Smith served as a sustainability consultant where he was responsible for facilitating discourses and partnerships regarding sustainability issues between companies and NGOs. He helped companies understand trends and best practices in shareholder advocacy, transparency, and the dissemination of environmental, social and governance (ESG) information, including materiality assessment and CSR reporting.
Senior Advisor, Queensland Investment Corporation (QIC)
Peggy Smyth is a highly regarded public company director with a reputation for strategic, financial, and ESG leadership and a passion for strengthening companies that put people and sustainability at the core of their operations. A former Chief Financial Officer at National Grid US, Peggy has been a member of the Etsy board since 2016, and recently joined the boards of Lilium, Remitly, and Frontier Communications. She also is Senior Advisor, Global Infrastructure, at QIC Global Infrastructure and a member of Deloitte’s Finance Advisory Council.
Peggy earned an MS in Accounting from the Stern School of Business at New York University and a BA in Economics from Fordham University. She is a Certified Public Accountant, a Certified Management Accountant, and an FSA Credential holder from the Sustainability Accounting Standards Board. In addition to a host of other honors, Peggy was recently recognized by the Energy Inclusion Conference as one of the “100 Most Influential Women in Energy” and by GreenBiz News as one of its “20 C-Suite Sustainability Champions.”
Chairman, Port of Melbourne
Mr. Stanhope has been a senior executive for over 20 years and a company director for 30 years. He finished his executive career as CFO of Telstra. He is currently Chairman od the Port of Melbourne, Bionics Institute, Render P/L, Global Feel Better Initiative, and Chancellor of Deakin University. He also chairs the Melbourne International Jazz Festival. Mr. Stanhope has many years experience as a preparer of financial reports. He is also experienced in strategy and using Integrated Thinking.
Global Head of Impact, The Carlyle Group
Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle’s cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm’s investment diligence and portfolio company engagement work on material ESG issues.
Prior to joining Carlyle, Ms. Starr was within Goldman Sachs’ Investment Management Division, where she helped build the ESG and impact investing business. Previously, Ms. Starr served in roles at The JPB Foundation, a $3.8B private family foundation based in New York City.
Ms. Starr received an M.B.A. and a Certificate in Public Management and Social Innovation from Stanford University’s Graduate School of Business, where she was an Arbuckle Leadership Fellow, and an A.B. in Environmental Science and Public Policy from Harvard College, where she graduated magna cum laude with highest honors in field of concentration.
Member, Secretariat, Task Force on Climate-Related Financial Disclosures
Jeff Stehm is a member of the Secretariat for the Task Force for Climate-Related Financial Disclosures. In that capacity, he has helped develop the TCFD’s guidance on scenario analysis and metrics. He also serves as the TCFD liaison to the IFRS Technical Readiness Work Group, which is undertaking preparatory work for the proposed International Sustainability Standards Board (ISSB).
Prior to joining the TCFD Secretariat, Jeff was a director at Promontory Financial Group, a financial services consulting firm headquartered in Washington, D.C., and from 1983 to 2014, served in various capacities at the Federal Reserve Board, retiring in 2014 as a Senior Associate Director.
Jeff has master degrees in environmental science and policy, and public administration from Johns Hopkins University and Iowa State University, respectively, and a bachelor of science degree in forestry from Iowa State University.
Director of Corporate Outreach, Value Reporting Foundation
Neil Stewart is the Value Reporting Foundation’s New York-based Director of Corporate Outreach, advancing awareness of the organization’s resources and helping companies world-wide with implementation. He is a member of the Value Reporting Foundation’s Assurance Task Force and oversees the SASB Standards Consultant Content Program. Neil brings to the Value Reporting Foundation more than 25 years of experience in and around investor relations and corporate governance. Previously he was at Citigroup as VP IR Advisory on the ADR team, helping non-US issuers develop IR and ESG strategies. Formerly Editorial & Research Director of both IR Magazine and Corporate Secretary magazine, Neil is a board member of NIRI NY, the New York chapter of the National Investor Relations Institute.
Partner, Head of Sustainability, PwC Denmark
Susanne joined PwC Denmark in February 2021 as a partner to lead the development of the firm’s services on sustainable business, transition to a low-carbon economy and responsible business practices. Before that, she was VP, Chief Sustainability Officer at Novo Nordisk, a position she held for 12 years, with a total tenure at Novo Nordisk of 20 years. Among her achievements is the successful integration of the company’s annual report and embedding of corporate sustainability into business practices, for which she was recognised by appointment as an IIRC Ambassador. Susanne is a member of the SASB Standards Board and the EFRAG Project Task Force to develop the European Sustainability Reporting Standards.
Head of Strategic Sustainability Management, Strategy and Sustainability Division, Flughafen München GmbH
VP, Global Sustainability, Wallenius Wilhelmsen
Environmental industrialist, sustainability native. As VP, Global Sustainability at Wallenius Wilhelmsen, Roger engages with its diverse array of external sustainability stakeholders as well as its corporate functions with the same over-arching objective for all; to advance the sustainability agenda, while creating mutual value.
His responsibilities range from representing the Group’s interests in maritime environmental policy, to driving sustainability collaborations with industry partners, customers and innovators. He works to build a ‘Lean:Green’ sustainability culture in the Group and contributes to ensuring financial stakeholders’ evolving sustainability interests are met, including in relation to ESG reporting.
Roger is the Chair of the Irish Norwegian Chamber of Commerce, a board member of the Ocean Exchange, a forum for acceleration sustainable innovation, a steering committee member of the Ship Recycling Transparency initiative and a member of the SASB Standards Advisory Group.
Before starting his current role in 2017, Roger was VP of one the commercial divisions of Wallenius Wilhelmsen Logistics, having been VP, Environment for three years prior to that. He holds a mechanical and manufacturing engineering degree from the University of Dublin, Trinity College.
Director General, Finansinspektionen
Senior Manager, Sustainability, AGL Energy
Cathlin Thurbon is an environmental engineer with 20 years experience in the sustainability discipline. She is responsible for the development, implementation and communication of AGL’s sustainability strategy, including the delivery of AGL’s integrated Annual Report and annual TCFD disclosures. Cathlin also leads the team responsible for managing AGL’s compliance obligations under the National Greenhouse and Energy Reporting Act. AGL’s FY20 Annual Report was the winner of the Integrated Reporting Award at the 2021 Australasian Reporting Awards.
Special Advisor, Value Reporting Foundation
Charles Tilley OBE is board director and senior advisor of the Value Reporting Foundation, where his focus is on driving convergence in the corporate reporting system internationally. Charles is a recognized leader in the finance and accounting industry following a career as Partner at KPMG, CFO of two investment banks – Hambro’s and Granville, and in non-executive roles, including Chair of IFAC’s Professional Accountants in Business Committee. Most recently, Charles served as CEO of the IIRC where he led a merger with SASB to form the Value Reporting Foundation. Charles spent 15 years as CEO of the Chartered Institute of Management Accountants and led its merger with the AICPA. Throughout his career Charles has focused on ensuring high-quality information supports effective business and investor decision-making.
ESG Communication Group Manager, Tokyo Electric Power Company Holdings
Yuki Tomita is the ESG Communication Group Manager of Tokyo Electric Power Company Holdings, Inc., which is the largest electric power company in Japan. He has worked in environmental affairs including climate change for more than a decade and led the project to perform the scenario analysis based on the TCFD recommendations in 2019. Since 2020, he has been responsible for producing TEPCO Integrated Report, responding to ESG rating agencies and engaging with financial stakeholders on ESG issues in the ESG Office. In order to take these operations to a higher level, TEPCO belongs to the IIRC Business Network and he has joined the Standards Advisory Group at the infrastructure sector of SASB, which is working on the implementation of both tools in the enterprise.
Partner – Head of Department for Professional Practice / SASB Standards Board Member, KPMG Accountants N.V.
Mark Vaessen has been a partner in KPMG’s audit practice since 1999, and has an in-depth knowledge of capital markets, global standards and EU regulatory issues. At a global level, Mark chairs KPMG’s Better Business Reporting Network and leads KPMG’s Value of Audit thought leadership program. As the former KPMG’s global IFRS leader, he led a network of IFRS specialists around the world, who together provide support to KPMG’s clients in implementing and applying IFRS. Mark serves on board of Accountancy Europe, and was a member of the International Accounting Standards Board’s (IASB’s) IFRS Advisory Council from 2009 to 2013. He was recently appointed to serve on the SASB Standards Board, starting 1 January 2021.
Associate General Counsel & EVP, Public Policy, Loan Syndications & Trading Association (LSTA)
Tess has a broad range of responsibilities at the LSTA. She leads the LSTA’s ESG initiatives which seek to foster the development of sustainable lending as well as promote greater ESG disclosure in the loan markets. In addition, Tess engages in the LSTA’s policy and market advocacy initiatives, including spearheading industry solutions to market developments, such as the transition to replacement benchmarks. Tess focuses on maintaining and augmenting the LSTA’s extensive suite of documentation of forms, market standards, and market and regulatory guidance.
Prior to joining the LSTA, Tess practiced as a finance attorney at Skadden, Arps, Slate, Meagher & Flom LLP in New York. She received a B.S. in International Politics from the Walsh School of Foreign Service at Georgetown University and a J.D. from Fordham University School of Law. She is admitted as an attorney in New York. Tess is a Fundamentals of Sustainability Accounting Credential Holder.
Deputy Chief Sustainability Officer, Solvay
Michel Washer has spent most of his career within Solvay in various functions, including engineering, HSE, marketing and sales, strategy. Since 2012 he is deputy chief sustainability officer, and in charge of Solvay’s extra-financial reporting. He organized the progressive evolution of Solvay’s annual reporting to a combined report, then to an integrated report.
He is a member of the Global Reporting Initiative (GRI) Global Sustainability Standards Board.
Born in 1960, he graduated with a Master’s degree in Chemical Engineering from the Free University of Brussels.
Associate Director of Research, SASB Standards, Value Reporting Foundation
As Associate Director of Research, Greg Waters supervises technical staff on the research team and provides oversight on technical staff’s execution of standard-setting activities, sector coverage, and organizational projects. He also serves as the sector lead for the Technology & Communications sector of the SASB Standards. Prior to joining SASB in 2019, Mr. Waters spent seven years on the research team at proxy advisor Glass Lewis, where he led a team analyzing the corporate governance of North American companies. He holds an MBA in Finance from NYU’s Stern School of Business and a BA in Economics from Bates College.
President & Chief Financial Officer, Salesforce
As President and Chief Financial Officer at Salesforce, Amy Weaver is responsible for leading the company’s global finance organization and is a member of the company’s executive committee reporting directly to Chairman and CEO Marc Benioff.
Amy previously served as Salesforce’s President and Chief Legal Officer. Prior to joining Salesforce in 2013, Amy was Executive Vice President and General Counsel of Univar Solutions Inc. Previously, she was Senior Vice President and Deputy General Counsel at Expedia Inc. Amy also practiced law at Cravath, Swaine & Moore and at Perkins Coie LLP.
Amy currently serves on the board of directors of BSA (The Software Alliance) and Habitat for Humanity International, the board of trustees of Lehigh University, and is a member of the Council on Foreign Relations. She has a J.D. from Harvard Law School and a B.A. from Wellesley College.
Lead Projects, UBS Office of Sustainability
Angela is responsible for the advancement and implementation of UBS’s groupwide sustainability strategy. This includes leading strategic projects such as the Principles for Responsible Banking (PRB), Net Zero, and Banking for Impact (BFI) – a partnership between Harvard, Impact Institute, ABN AMRO, DBS, Danske and UBS- to define the rules for impact measurement and valuation (IMV) for the sector.
Having joined UBS in 2005, Angela has held a variety of roles across the bank including six years in a client facing capacity as Head of HNW and UHNW clients in Toronto, Canada, and most recently, as Head of Impact Investing Global Chief Investment Office. She holds a degree in Kinesiology (University of Western Ontario) and an MBA from McGill University.
Angela lives in Zurich and in her spare time enjoys exploring the peaks of Switzerland and Austria on her split board.
Chief Financial Officer/Visiting Professor, Eisai Co., Ltd./ Waseda University
Dr. Ryohei Yanagi is the CFO of Eisai, one of the largest pharmaceutical companies in Japan and a Visiting Professor at Waseda University, where he focuses on ESG and Value Creation as well as Impact Measurement. Dr. Yanagi earned a Ph.D. in economics from Kyoto University in Japan.
Now he is a member of working group A in connection with G7 Impact Task Force mandated by UK government in 2021.
Under his leadership and in collaboration with Harvard Business School, Eisai disclosed its “Employment Impact” as the 1st case of IWAI (Impact Weighted Accounts Initiative) Japan via Eisai Value Creation Report 2021.
He has authored and published many books and articles on the topics of ESG, impact measurement, corporate governance, finance, and investor relations, including “Corporate Governance and Value Creation in Japan” published by Springer, in 2018 in English globally.
Deputy Chief Financial Officer, Temasek
Ms. Png Chin Yee joined Temasek in July 2011 and is currently Deputy Chief Financial Officer. Her prior roles in Temasek include Head, Financial Services, Senior Managing Director, China and Senior Managing Director, Portfolio Strategy and Risk Group.
Prior to joining Temasek, Ms. Png was Managing Director with UBS AG where she was Joint Head of the Financial Institutions Group in the Investment Bank for Asia. Ms. Png holds a Bachelor of Accountancy with 1st class honours from the Nanyang Technological University and is a Chartered Financial Analyst.
Secretary General, Italian Foundation for Business Reporting (O.I.B.R.)
Stefano Zambon (PhD, London) is Secretary General of the Italian Foundation for Business Reporting (O.I.B.R.) and Full Professor of Accounting and Business Economics at the University of Ferrara, Italy. Visiting appointments in universities of four continents. He has more than 120 publications in books and international academic journals. Invited keynote speaker on topics linked to intangibles at OECD, United Nations, European Parliament, European Commission, and French, Chinese, Singapore and Japanese Governments’ events. From 2014 to 2018, President of the official Expert Group on Intangibles set up by the French Government. A founding member of the Network “World Intellectual Capital Initiative” – WICI, of which he has been the Global Chair from 2015 to 2019. Since July 2015, a member of the International Integrated Reporting Council of the IIRC/Value Reporting Foundation. Since 2019, Chairman of the Integrated Reporting Judging Committee within the Italian Oscar for Corporate Communication. Member of the European Financial Analysts’ Commission on ESG (CESG) and the ESMA Consultative Group on Corporate Reporting.
Head of Sustainable Finance, The Dai-ichi Life Insurance Company
As Head of Sustainable Finance, Zeniya-san has been responsible for ESG integration into the whole AUM of The Dai-ichi Life Insurance, which is about 38 trillion yen. She joined The Dai-ichi Life in 2013. Before her current role she was responsible for engagements and proxy voting to promote stewardship activities after The Dai-ichi agreed with Japan’s stewardship code in 2014. Before joining The Dai-ichi, she was Deputy President of a regional bank in Japan, CFO of the listed company, and on the Boards of Directors of the companies owned by a PE Fund. She also had a variety of experiences such as the working members of METI, MOF, MOE of Japan. She is a Board member of GSG NAB Japan and is also Corporate Director of RENOVA, Inc., which is a renewable energy business company listed in TSE 1st Section.
Senior Advisor on Climate, Value Reporting Foundation
As a Senior Advisor at the Value Reporting Foundation, Dr. Jing Zhang is working with the SASB research team on developing an overarching climate research strategy for the SASB Standards through conducting relevant evidence reviews and targeted market engagements. Previously, he was the Global Head of Quantitative Research at Moody’s Analytics, where he oversaw research and analytics globally including the effort to quantify the financial impacts of climate change. Jing has numerous published books and research papers on financial risk including the forthcoming book by Risk Publication, “Climate Change: Managing the Financial Risk and Funding the Transition”. Additionally, Jing serves as the Board Chair of Hack the Hood, a nonprofit organization dedicated to promoting economic mobility for the under-represented youth of color. Jing has a Ph.D. from the Wharton School of the University of Pennsylvania and a master’s degree from Tulane University.
Joey has long been passionate about making things from renewable resources, which led him to start Allbirds and begin tackling sustainability issues in the footwear industry. Prior to co-founding Allbirds, he spent six years at biotech firm Terravia (formerly Solazyme, Inc.) leading its renewable chemical business, developing and selling high performance algae-based chemicals into various industries such as CPG, personal care, and industrials. Previously, Joey worked in advisory and investment roles at Industry Ventures, Deloitte Consulting and Goldman Sachs. He sits on the Board of education nonprofit Stiles Hall, as well as the Advisory Board of Wharton’s Baker Retail Center. He earned an MBA from Wharton with honors, and a BS in industrial engineering from UC Berkeley.
The Symposium will offer two full days of content, emphasizing a regional focus that incorporates EMEA, the Americas and Asia-Pacific. While each block of content will have a time zone focus, any attendee can attend any block and all content will be available for replay after it airs live. To subscribe for email updates related to the Symposium, please click here. (Please note, the agenda is subject to change.)
December 6, 2021
APAC Time Zone Focus
9am-12pm JST | 11am-2pm AEST
OPENING REMARKS & KEYNOTE
9:00am JST – Panel Discussion: The Role of Regulators in Preparatory Work for the ISSB
- Satoshi Ikeda, Chief Sustainable Finance Officer, Financial Services Agency of Japan (JFSA)
- Abigail Ng, Executive Director, Monetary Authority of Singapore
- Sacha Sadan, Director of ESG, Financial Conduct Authority
Moderator: Jonathan Labrey, Chief Strategy Officer, Value Reporting Foundation
10:15am JST – SASB Standards Research Spotlight: Human Capital
- Mikiko Ono, Investor Relations and Sustainability Transformation, Recruit Holdings
- Emi Onuzuka, Chief Operating Officer, Japan Catalyst
Presenter & Moderator: Greg Waters, Associate Director of Research, SASB Standards, Value Reporting Foundation
10:15am JST – What’s Next for Climate Disclosure?
- Spencer Powell, Performance Lead, Impact Management Project
- Jeff Stehm, Member, Secretariat, Task Force on Climate-Related Financial Disclosures
- Jing Zhang, Senior Advisor on Climate, Value Reporting Foundation
Moderator: Granville Martin, Director of US Policy, Value Reporting Foundation
11:00am JST – Use of the SASB Standards in APAC markets
- Chng Sok Hui, Chief Financial Officer, DBS Group
- Cathlin Thurbon, Senior Manager – Sustainability – AGL Energy in Australia
- Yasuhiro Kawasugi, Deputy Director of Investor Relations, Konica Minolta Inc.
- Miyuki Zeniya, Head of Sustainable Finance, The Dai-ichi Life Insurance Company
Moderator: Rajib Basu, Partner, PwC India
EMEA Time Zone Focus
2pm-5pm GMT | 3pm-6pm CET
3pm CET – CFO Fireside Chat: The Impact of Sustainability Issues on Business Strategy
- Hilary Maxson, Executive Vice President and Group Chief Financial Officer, Schneider Electric
- Amy Weaver, President & Chief Financial Officer, Salesforce
Moderator: Deborah DeHass, Chief Executive Officer, Corporate Leadership Center
3:45pm CET – The Role of Disclosure in Climate Policy
- John Berrigan, Director General DF FISMA, European Commission
4:15pm CET – SASB Standards & the Integrated Reporting Framework for Small or Medium Enterprises
- Hetal Damani, Head of Impact Private Equity Analysis, Nordea Asset Management
- Angela Jhanji, Director, ESG & Sustainability, Grant Thornton
- Eliza Riego, Head of Product & Service Innovation, TMX Group
Moderator: Stefano Zambon, Secretary General, Italian Foundation for Business Reporting (O.I.B.R.)
4:15pm CET – European Perspectives on the SASB Standards
- Frédéric Pinglot, Group Sustainability Performance Director, Schneider Electric
- Magdalena Podoska, Lead Sustainability Targets, Governance, Reporting, BMW Group
- Roger Strevens, VP, Global Sustainability, Wallenius
Moderator: Donato Calace, VP Innovation & Accounts, Datamaran
5pm CET – The Business View: What’s the Value of Standards?
- Wes Bricker, Vice Chair – US Trust Solutions Co-Leader, PwC
- Rudi Bless, Chief Accounting Officer, Bank of America
- Harriet Howey, Global Non-Financial Reporting and ESG Lead, Diageo
Moderator: Neil Stewart, Director of Corporate Outreach, Value Reporting Foundation
Americas Time Zone Focus
10am-1pm PT | 1pm-4pm ET
1pm EST – What’s on the Agenda of the SASB Standards Board?
- Verity Chegar, Sustainable Investment and Stewardship Strategies, CalSTRS; Vice-Chair, SASB Standards Board
- Jeffrey Hales, Chair, Charles T. Zlatkovich Centennial Professor of Accounting, University of Texas at Austin; Chair, SASB Standards Board
- Marc Siegel, Americas ESG & Corporate Reporting Thought Leader, EY; SASB Standards Board Member
- Susanne Stormer, Partner, Head of Sustainability, PwC Denmark; SASB Standards Board Member
- Mark Vaessen, Partner – Head of Department for Professional Practice, KPMG Accountants N.V.; SASB Standards Board Member
Moderator: Marvin Smith, Director of Research & Market Engagement, Value Reporting Foundation
Use of SASB Standards in Investment Processes
2:15pm EST – Same Data, Different Uses
- Emma Chang, ESG Specialist, SinoPac Securities Investment Service
- Jay Eisenhardt, Director of Sustainable Integration, Northern Trust Asset Management
- Erik Eliasson, Head of Responsible Investment, Danske Bank
- Robert Fernandez, Director of ESG Research, Breckinridge Capital Advisors
Moderator: Nicolai Lundy, Chief of Market Relationships, Value Reporting Foundation
2:15pm EST – Sustainability-Linked Financing: How Standards Align Financing with Disclosure & Combat Greenwashing
- Sabrina Fox, Chief Executive Officer, European Leveraged Finance Association
- Michael Kashani, Head of ESG Credit, Apollo Global Management
- Megan Starr, Global Head of Impact, The Carlyle Group
Moderator: Tess Virmani, Associate General Counsel & Executive Vice President, Public Policy, Loan Syndications & Trading Association (LSTA)
2:15pm EST – SASB Standards in Private Equity
- Cornelia Gomez, Head of ESG, PAI Partners
- Elizabeth Seeger, Managing Director, Sustainable Investing, KKR
- Jennifer Signori, Managing Director, Neuberger Berman
Moderator: Jeff Cohen, Director of Capital Markets Integration & Head of Private Investments Initiatives, Value Reporting Foundation
3pm EST – Celebrating Success – The Role of Investors in Accelerating Growth in ESG Disclosure
- Christopher Ailman, Chief Investment Officer, CalSTRS
- Png Chin Yee, Deputy Chief Financial Officer, Temasek
- David Atkin, Incoming CEO, PRI
Moderator: Janine Guillot, Chief Executive Officer, Value Reporting Foundation
December 7, 2021
APAC Time Zone Focus
9am-12pm JST | 11am-2 pm AEST
9:00am JST – The Value of Integrated Reporting from the CFO’s Perspective
- Darren Beaty, Group Head Chief Financial Officer, Te Rūnanga o Ngāi Tahu
- Dr. Ryohei Yanagi, Chief Financial Officer, Eisai Co., Ltd.; Visiting Professor, Waseda University
Moderator: Michael Bray, Special Advisor to the CEO, Value Reporting Foundation
10:15am JST – Integrated Thinking and Reporting in Action: Case Studies from Reporters
- Lorenza Barsanti, Sustainability Manager, Snam in conversation with Dr. Caroline Bridges, Project Manager in Technical Operations, the Value Reporting Foundation
- Dr. Monica Streck, Head of Strategic Sustainability Management, Munich Airport in conversation with Dr. Jeremy Osborn, Director of Business Relationships & Networks, the Value Reporting Foundation
- John Stanhope, Non Executive Director, AGL Energy Limited in conversation with Michael Bray, Special Advisor to the CEO, the Value Reporting Foundation
11:00am JST – Changing Investor Expectations of Business & the Evolution of Disclosure: What’s Next?
- Richard Manley, Head of Sustainable Investing, CPP Investments
- Sandy Peters, Senior Head, CFA Institute
- Peggy Smyth, Senior Advisor, Queensland Investment Corporation (QIC)
Moderator: Katie Schmitz Eulitt, Director of Investor Relationships and Head of APAC Outreach, Value Reporting Foundation
EMEA Time Zone Focus
2pm-5pm GMT | 3pm-6pm CET
3:00pm CET – Sustainability Disclosure: What is the Next Frontier After Climate?
- Martina Cheung, President, S&P Global Market Intelligence, S&P Global
- Dr. Hakan Lucius, Head of Corporate Responsibility and Civil Society, European Investment Bank
- Deborah Ng, Head of Responsible Investing, Ontario Teachers’ Pension Plan
Moderator: Nicolai Lundy, Chief of Market Relationships, Value Reporting Foundation
4:15pm CET – Integrated Reporting Framework and Governance & Strategy
- Leon Kok, Chief Operating Officer, Redefine Properties
- Leigh Roberts, Chief Executive Officer, Integrated Reporting Committee of South Africa
Moderator: Richard Sexton, Co-Chair, Value Reporting Foundation Board
4:15pm CET – Integrated Reporting Framework and the Management Commentary
- Rodrigo Araujo Alves, Chief Financial Officer, Petrobras
- Nick Anderson, Board Member, International Accounting Standards Board
- Massimo Romano, Head of Group Integrated Reporting, Assicurazioni Generali spa
Moderator: Lisa French, Chief Technical Officer, International Framework, Value Reporting Foundation
4:15pm CET – The Transition to Integrated Reporting Framework: Getting Started
- Cora Olsen, Director of Sustainability & Regeneration, Better Energy
- Dr. Massimiliano R. Riggi, Head of Investor Relations and Business Insight, Poste Italiane
Moderator: Jonathan Labrey, Chief Policy Officer & Head of UK Office, Value Reporting Foundation
5:00pm CET – Debuting the Integrated Thinking Principles
- Raju Adhikari, Strategy and Innovation Global Health and CR, Novartis
- Tjeerd Krumpelman, Global Head of Advisory, Reporting & Engagement / Group Sustainability, ABN Amro
- Angela Wiebeck, Lead Projects, UBS Office of Sustainability
- Charles Tilley, Senior Advisor, Value Reporting Foundation
- Michel Washer, Deputy Chief Sustainability Officer, Solvay
Moderator: Dr. Jeremy Osborn, FCMA, CGMA, CPA (Aust.), Director of Business Relationships & Networks, Value Reporting Foundation
Americas Time Zone Focus
10am-1pm PT | 1pm-4pm ET
1:00pm EST – Fireside Chat: What’s Next for the ISSB?
- Erkki Liikanen, Chair, IFRS Foundation
- Erik Thedéen, Chair of the IOSCO Board-level Task Force on Sustainable Finance IOSCO; Director General, Finansinspektionen
Moderator: Janine Guillot, Chief Executive Officer, Value Reporting Foundation
2:15pm EST – Fireside Chat: Perspectives on Sustainability and Financing
- Joey Zwillinger, Co-Founder/Co-Chief Executive Officer, Allbirds
- Trym Sjølie, COO, SFL
Moderator: Janine Guillot, CEO, Value Reporting Foundation
3:00pm EST – Ask Me Anything (AMA) with Value Reporting Foundation Leadership
- Erik Breen, Managing Director, Infinsus; Chair, Integrated Reporting Framework Board
- Jeff Hales, Charles T. Zlatkovich Centennial Professor of Accounting, University of Texas at Austin; Chair, SASB Standards Board
- Janine Guillot, Chief Executive Officer, Value Reporting Foundation
Moderator: Jonathan Labrey, Chief Policy Officer & Head of UK Office, Value Reporting Foundation
SASB Standards Integration Demos
- Anne-Marie Monette, Senior Director, Responsible Investment, PSP
- Yuki Tomita, ESG Communication Group Manager, Tokyo Electric Power Company Holdings
External Research Spotlights
- Florian Berg, Researcher, Massachusetts Institute of Technology
- Jon Lukomnik, Owner, Sinclair Capital
- Khrystyna Bochkay, Assistant Professor, University of Miami – School of Business Administration
- Jaimie Allen, Secretary General, Asian Corporate Governance Association
- Yen-Pei Chen, Corporate Reporting and Tax Subject Matter Expert, ACCA
- Stathis Gould, Director of Advocacy, International Federation of Accountants
- Dr. Barbara Porco, Associate Dean of Graduate Studies, Professor of Accounting and Taxation
- Bene Merenti, Executive Director for The Center for Professional Accounting Practices; Fordham University, Gabelli School of Business
*Speakers and schedule timing are subject to change. Additional Speakers to be announced.
Thank you to the generous sponsors of the 2021 Value Reporting Foundation Symposium.
Sponsorship offers the opportunity to reach 1,000+ professionals interested in the unique intersection between sustainability, finance, accounting and policy. Target attendees include business professionals (CSOs, CFOs, internal audit, general counsel), business advisors (consultants, software providers, auditors, and lawyers), investors (asset owners and asset managers), investment partners (data providers, investment tools, and investible products) and policymakers (regulators, exchanges). If you are interested in sponsorship opportunities, please email [email protected].
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The Value Reporting Foundation Symposium has now concluded. All content will be available on-demand in the platform for three months after the event. If you would like to access on-demand content, please fill out the below registration form. For questions regarding event registration, please contact [email protected].