Participants
Eric Bettelheim, Gregory Janetos, Jennifer Henman
Eric Bettelheim is Executive Chairman, Gregory Janetos Head of Carbon Programme and Jennifer Henman Sustainable Development Programme Manager for Sustainable Forestry Management Limited, a company established in 1999 to demonstrate that the capacity of tropical and sub-tropical forests for carbon dioxide sequestration and other environmental services can provide private equity levels of return on a risk adjusted basis to private sector investors. The company has established regional subsidiaries and forest projects in Australasia, Africa and Latin America which include, in addition to carbon sequestration, sustainable timber, bio-fuels, bio-mass energy, agriculture and eco-tourism. Its activities cover the full range of forest activities including afforestation, reforestation, reduced deforestation and degradation and forest conservation. Among its founders are world leaders in environmental and financial markets, conservation and biological sciences, human rights and business development.
Christopher Bray
Currently Head of Environmental Risk Policy Management at the Barclays group, previously having managed the UK Bank’s Environmental Risk Management Unit since 1998, Chris led Barclays’ collaboration with ABN AMRO, Citi and WestLB in developing the Equator Principles, an environmental due diligence framework. Since launch this has become an industry standard in the international project finance market. He was elected by the membership to the steering committee for the United Nations Environment Programme, Finance Initiative (UNEP FI). Chris is a banker by training having fulfilled roles in departments as diverse as electronic banking, Barclaycard credit card division and corporate banking, and undertaking responsibilities as varied as strategic planning, development capital raising and project management. He is an Associate of the Institute of Financial Services, and holds a degree from the University of Oxford, England, where he read Agricultural and Forest Sciences.
Nick Butler
Prior to joining Judge Business School, Nick Butler was Group Vice President for Policy and Strategy Development at BP (2002-2006). He is Chairman of the Centre for European Reform, and a member of the International Advisory Board, Yale, and the Executive Committee of the Centre for China in the World Economy, at Tsinghua University in Bejing. He is also a member of the Faculty of the World Economic Forum.
Alice Chapple
Alice Chapple heads up the financial services sector work at Forum for the Future, the sustainable development charity. She works with others in the sector to develop innovative financial instruments, more effective valuation techniques and enlightened strategies so that capital can increasingly be allocated to activities that support sustainable development. Alice has spent most of her career working in the emerging markets for CDC Group and Actis, as financial analyst, fund manager, and social and environmental advisor. Alice has an MA in Economics from Cambridge University and is a chartered accountant.
Richenda Connell
Dr Richenda Connell is Chief Technical Officer (CTO) and Co-founder of Acclimatise. She advises businesses with large, fixed assets on how to ‘climate-proof’ their strategies, activities and assets, bringing cutting-edge climate change adaptation practice into board room and project level decision-making. She also works with pension funds, banks, insurers and law firms on managing climate risks across their portfolios. Richenda was Senior Scientist then Technical Director at the world-leading UK Climate Impacts Programme (UKCIP) from 1999 to 2005. She co-developed the UKCIP climate risk management framework, a tool which is now recommended in IPCC, UN and World Bank guidance. She was an Expert Reviewer for the Intergovernmental Panel on Climate Change (IPCC) Working Group II (Impacts, adaptation and vulnerability) Fourth Assessment Report. Richenda holds a doctorate in Atmospheric Chemistry from Oxford University.
Steven Davis
Steven Davis is the founder and chief executive of the Climate Conservancy, a US non-profit whose mission is to inform decision makers about the GHG emissions embodied in the products and services they buy, and to foster market mechanisms that will lead to reduced emissions. He earned his J.D. from the University of Virginia School of Law in 2001 and practiced corporate law briefly at DLA Piper before returning to graduate school at Stanford University, where he will graduate with a Ph.D. in paleoclimate and geochemistry in June 2008.
Will Dawson
Will Dawson joined Forum for the Future in August 2007 as a Senior Sustainability Advisor and specialises in clean technology finance and regional sustainability funds. He is currently also writing-up his doctoral research in "investment strategies for sustainable innovation" at Imperial College's Centre for Environmental Policy. In 2005, he worked at the European Commission on the innovation and socio-economic aspects of the REACH (Chemicals) dossier. In 2004, he gained a Technology Ventures Fellowship from Imperial's Tanaka Business School. He graduated from his Masters in Environmental Technology at Imperial with Distinction in 2003 and has a BSc in Natural Sciences.
Luciano Diana
Luciano Diana is a Vice President at Morgan Stanley in London. He heads the Clean Energy Equity Research team, focusing on pan-European stocks in the wind power, solar, biofuels, carbon trading and climate-change related sectors. Mr. Diana joined Morgan Stanley in 2005 and worked previously six years for Accenture as an IT strategy consultant. He has a degree in Telecommunications Engineering from University of Padua (Italy) and an MBA from INSEAD. He has also been a Visiting Scholar at University of California at Berkeley.
Miroslav Durana
Miroslav Durana is a Vice president at Credit Suisse, where he is in charge of Thematic research dedicated to sustainable development, Index development and Quantitative strategies in the Thematic & Trading Research / Index Development team. Miroslav played a leading role in the design and launch of the CS Global Alternative Energy Index and the CS Water Index among other indices. Prior to joining Credit Suisse in 2005, he worked for Union Bancaire Privée, Lombard Odier Darier Hentsch and the AVS Fund as a financial analyst and portfolio manager in equity and fixed-income asset classes. Miroslav holds an MS and PhD in physics from the Swiss Federal Institute of Technology in Zurich and Lausanne, respectively, and an MBA from HEC Lausanne.
Asari Efiong
Asari Efiong is a renewable energy equity research analyst at Merrill Lynch, based in London. She joined the team in July 2005 from Credit Lyonnais Securities in Paris, where she worked as an analyst in the firm’s oil equity research team. Ms. Efiong regularly publishes detailed reports on the renewable energy sector and its composite companies whilst contributing to wider thematic research reports. She collaborated on an in-depth study on socially responsible investment called ‘Climate Change: Mitigation’ and also played a leading role in the development and launch of the ‘ML Renewable Energy Index’. Ms. Efiong was educated at the University of Lagos where she earned her BSc in Chemical Engineering later gaining an MBA from City University in London.
Alex Evans
Alex Evans is a senior policy associate at CIC, leading a new program on reducing trans-boundary economic and geophysical risks such as climate change, resource depletion, and energy security. He worked from 2003 to 2006 as a special adviser to Hilary Benn, the UK Secretary of State for International Development. Before this, he worked as a research fellow at the Institute for Public Policy Research in London, as a climate change specialist at organizations including the UK Department for Environment, Food and Rural Affairs and the Global Commons Institute, and as an adviser to the UK Prime Minister's Envoy on Faith Issues. He has an MSc in Environment from Imperial College and an MA in Politics from the University of Edinburgh.
J. Doyne Farmer
J. Doyne Farmer is a professor at the Santa Fe Institute and at LUISS Guido Carli (Rome). His main interest is in complex systems and his main expertise is in predicting their behaviour. He began his career at Los Alamos National Laboratory, where he was an Oppenheimer Fellow and a founder of the Complex Systems Group. He then founded Prediction Company, which did fully automated quantitative trading of stocks for UBS (to whom it was recently sold). Early work included research on chaotic dynamical systems (and in particular time series methods for predicting their behaviour) and network-based biological models for the immune system and for autocatalytic chemical networks. Later work has focused on gaining a deeper understanding of financial markets and on technological innovation.
Matthias Fawer
Matthias Fawer is Senior Sustainability Analyst and with Bank Sarasin since 2000. He is responsible for the energy sectors (oil & gas, utilities and renewable energies). Matthias Fawer holds a degree in biotechnology and a PhD in biosensory studies and enzyme technology. He then worked with Swiss Federal Institute for Materials Testing and Research (EMPA) in St. Gallen, where he was senior expert in environmental impact projects on behalf of Swiss and European industry associations. He is also an expert in Life Cycle Assessment (LCA) and lead auditor for environmental management systems (EMS) compliant with ISO 14001 and auditor for social accountability SA 8000.
Hendrik Garz
Hendrik Garz is heading the SRI team at WestLB AG in Düsseldorf. He joined WestLB in 1997 and has more than 10 years of relevant business experience as an equity strategist servicing an international institutional client base. Hendrik has a MA in Banking & Finance of the University of Georgia at Athens (USA) and received his PhD from the University of Erlangen-Nürnberg in Germany, where he worked as an assistant professor focusing on empirical and behavioural finance. Hendrik is the author of numerous commercial and academic research notes and has written a book on portfolio management. In 2006 he was part of a WestLB team that won the FT ‘Sustainable Banker of the Year’ award. Hendrik and his team also received an honourable mention in last year’s ‘Farsight Award’, a project between the UK’s Universities Superannuation Scheme (USS) and Gresham College in London created to honour the best in long-term research.
Ian Harris
Ian Harris is a Director of Z/Yen Group Limited. He took his degree in Economics and Law at Keele University and is also a Chartered Accountant. Ian specialises in strategic planning and systematic performance improvement in the not-for-profit sector (which he leads) and also commercial sectors. Ian regularly leads award-winning work, e.g. Ideal Hardware’s HR Award for its rewards framework, Marine Stewardship Council’s Best Practice award for its strategic planning & governance review, and the Best Charity Partnership Award for Charityshare (the collaborative IT joint venture between NSPCC, The Children’s Society and Alzheimer’s Society). He is a regular contributor of articles and pieces for the business and not-for-profit press. Ian is co-author, together with Professor Michael Mainelli, of the practical book IT for the Not-for-Profit Sector and the best-selling novel Clean Business Cuisine. He also sits as an external advisor to the British Computer Society’s Ethics Strategic Panel.
Davida Herzl
Davida Herzl serves as President of NextEarth Foundation where she brings an entrepreneurial and analytical approach to problems of the environment. She co-founded The Scripps Foundation for Science and the Environment and is an emerging social entrepreneur based in San Diego, CA with a diverse background in business, law, politics and the citizen sector. Her current work centres on the environment and underrepresented communities. Davida received her law degree from USD, and holds a triple-degree in Economics, Political Science and Communication from UCSD. Formerly, Davida was Founder and President of TradeWise, a company providing import/export services and custom overseas manufacturing for a major retailer. Davida is also a member of The Consultant Group, where her clients have ranged from multinational giants and major business executives to small business owners and grassroots non-profit organisations.
Andrew Humphrey
Andrew Humphrey works in Clean Energy Equity Research for Morgan Stanley in London with a focus on solar and carbon trading. He joined Morgan Stanley in April 2007 following three years working in Equity Research for KBC Peel Hunt, most recently on the Clean Energy sector and quoted carbon companies. He holds an MA (Hons) in English Language and Literature from the University of Oxford.
Mikael Jåfs
Mikael Jåfs is the European Research Coordinator for the Pulp & Paper sector at Crédit Agricole Cheuvreux, the European equity broker and research house. Mikael holds a MSc in Economy from the Swedish School of Economics and Business Administration in Helsinki and also a MSc in Law from the University of Helsinki. He has 17 years of experience from equity research. Prior to joining CA Cheuvreux, he was a Director at UBS and before that with SEB Enskilda in Stockholm. For most of his career he has been doing research on Pulp & Paper companies, but has also worked with a number of other sectors, such as wireless telecommunications, engineering companies with a green angle and steel companies.
Alexander Knapp
Alexander Knapp is a Senior Consultant with the Z/Yen Group, and has worked in strategy, operations, and policy for nearly 15 years. Prior to joining Z/Yen, he worked as an independent consultant for the United Nations, World Bank, and not-for-profit organisations, as well as multi-national corporations specialising in business and international development, and risk mitigation and management. A specialist in post-conflict reconstruction and emerging markets, Alexander has worked extensively in Bosnia, Kosovo, Iraq, Afghanistan, Liberia and other transitional regions. He has also worked with over 20 national governments on policy and strategy issues, including Russia, the EU, and the United States. He has degrees in international relations, international law, and international public administration.
Marc Levinson
Marc Levinson is an economist at JPMorgan Chase in New York, where he specializes in industrial structure, regulation, and environmental and social issues affecting companies in the public credit and equity markets. Before joining the company in 1999, he was finance and economics editor of The Economist, in London, and previously was a writer on economics for Newsweek. He is author of several books, including the award-winning economic history, The Box: How the Shipping Container Made the World Smaller and the World Economy Larger (Princeton University Press, 2006).
Valéry Lucas-Leclin
Valery, co-Head of SRI team, joined Société Générale in 2006. He holds a degree in Economics and Finance from Sciences Po Paris and a a Masters in Contemporary History from Paris X. In 1998 he joined ARESE, the first French SRI rating agency, as an analyst becoming Director of Research. In 2002, he worked for Innovest Strategic Value Advisors as an analyst and Head of Research France. Most recently, he worked as Head of SRI Research for CM-CIC Securities from 2004 to 2006.
Michael Mainelli
Professor Michael Mainelli FCCA FSI leads Z/Yen, the City of London’s leading think tank, since co-founding it in 1994 in order to promote societal advance through better finance and technology. Educated at Harvard, Trinity College Dublin and the London School of Economics and Political Science, Michael worked in the 1970’s as a scientist in aerospace and created and delivered the then largest computer cartography and environmental mapping project, Geodat, by 1984. Michael became a leading accountancy firm partner in the 1980’s and served on the board of Europe’s largest R&D organisation in the 1990’s. Michael is Professor of Commerce at Gresham College, non-executive Director of the United Kingdom Accreditation Service, a London Waterways Commissioner and a Trustee of the International Fund for Animal Welfare and Ocean Alliance.
Lewis McDonald
Lewis McDonald is a senior associate at the international law firm, Herbert Smith LLP, where he specialises in mergers and acquisitions and the development of projects in the energy and natural resources sector. Lewis is based in the firm's London office and has advised clients on transactions in the UK, Europe, Middle East, Africa and Australia. In 2006, Lewis was seconded to BP, where he worked with their LNG and Alternative Energy businesses. Prior to joining Herbert Smith, Lewis was a lawyer with Mallesons Stephen Jaques in Perth, Australia where he focussed on transactions involving the natural resources of Western Australia. Lewis was educated at the University of Western Australia where he received degrees in Law and Environmental Science.
Catherine Mollière
Catherine Mollière is an 'Ecole Polytechnique' and 'Ecole Nationale du Génie Rural des Eaux et Forêts' graduate. Previously working for the forest industry (at first in a research department and afterwards for a forest owners association), she entered the Credit Lyonnais in 1989 at Asset and Liabilities management. She joined the Industrial Research group in 1993, now part of Crédit Agricole group and is today specially focusing on agro fuel and biomass ernergy. She is also responsible for 'Eco sustainability' within the Industrial Research group."
Tanya Monga
Tanya Monga joined Credit Suisse in 2007 as an analyst within the thematic research and index development team, focusing on themes including nanotechnology and alternative energy. She has a Master's in Chemistry and Physics from McGill University and a Bachelor of Applied Science specialized in Nano Engineering from the University of Toronto. Prior to her time in the Private bank, Tanya was working at Zyvex Corporation, a private nanotechnology company in Richardson, Texas as a design and product development engineer.
Sarbjit Nahal
Sarbjit (Sarj) Nahal, co-Head of SRI team started at Société Générale in 2006. Prior to that he worked in the field of extra-financial and SRI research for nine years at CM-CIC Securities, VIGEO, the ICHRP and PIRC. Sarj holds a LLM (London), LLB (Osgoode Hall) and a BA (Toronto).
Jan-Peter Onstwedder
Jan-Peter Onstwedder is Project Director for The London Accord. From 2001 to 2006 he was Head of Risk Management for the Integrated Supply & Trading division of BP plc, responsible for market, credit and operational risk. Prior to 2001 Jan-Peter was Head of Group Market Risk for The Royal Bank of Scotland. He was actively involved in the banking industry’s consultation with the Basel Committee for the market risk amendment and the initial phases of Basel II. Jan-Peter has an MBA from Kellogg, Northwestern University, Chicago and an MSc in mechanical engineering from Delft University of Technology in The Netherlands.
Conor O'Prey
Conor O'Prey joined ABN AMRO in 2006 as an analyst in the Smaller Companies team focusing on stocks involved in environmental markets. Prior to that, he was CEO of Clean Air Capital, a carbon market trading house. Conor holds a Masters degree in Chemical Engineering from the University of Nottingham and an MBA from Oxford.
James Palmer
James Palmer has been seconded to support the London Accord from BP Australia, where he works within BP's Supply and Trading business as an Asset Economist, responsible for the commercial optimisation of one of BPs refineries. Since 1999, James has performed a variety of engineering and commercial roles within BP Refining and BP Integrated Supply and Trading. James holds a BE in Mechanical Engineering from the University of Queensland and is currently studying applied finance.
Eckhard Plinke
Eckhard Plinke, is Head of Sustainability Research and with Bank Sarasin since 1999. Eckhard holds an MSc in Business Engineering and a PhD in Economics. Before joining the Sarasin research team he gained experience as a research assistant at the University of Karlsruhe in energy planning and air pollution control. This was followed by a seven-year post as senior consultant with the environmental department of the Swiss consulting company Prognos, where he carried out consulting projects for public and corporate clients on diverse environment-related subjects such as air pollution control, waste management, chemicals, and renewable energies.
Hervé Prettre
Hervé Prettre is a Director at Credit Suisse, where he is in charge of Trading Themes and Strategies in the Thematic & Trading Research / Index Development Team. He joined Credit Suisse as an equity trading research analyst in 2001. Previously, Hervé worked for ABN Amro (Switzerland) where he was Head of the Equities Advisory Desk (Zurich). Before it, Hervé held the position of Trade Attaché at the Embassy of France in Washington, DC. He received an MS in Finance and International Business Law at ESCP (Ecole Superieure de Commerce de Paris) and a political science degree at the University Paris-Dauphine.
David Steven
David Steven is a writer, researcher and strategist. He is managing director of the consultancy, River Path Associates, which specialises in international responses to global risks; the development of influencing strategies; and the use of online social technologies. David is a board director at Soda, a software company that is best known for its Bafta-winning online creative environment, Sodaplay. He also edits the foreign policy blog, Global Dashboard.
Mark Thompson
Mark Thompson is a Director at Canaccord Adams, where he provides equity research on the sustainability sector. Mark has been financing environmental technologies for over 10 years and began his career in the finance industry in 1997 with Impax Group’s corporate finance team. During his time at Impax, Mark helped finance businesses in wind power, biomass, small hydro, landfill gas and solar power across Europe and North America. Mark subsequently joined ISIS Asset Management, where he launched and ran one of the best performing global environmental technology funds in Europe, before joining Canaccord to head up its European sustainability research team. Before joining the City, Mark was an engineering officer in the British Army and a graduate of the Royal Military Academy Sandhurst. Mark earned a BEng in Mechanical Engineering from Leeds University and an MSc in Finance from London Business School, while his professional designations include a CFA and CEng.
Jessika Trancik
Jessika is currently a postdoctoral fellow at the Santa Fe Institute and a research scholar at the Earth Institute, Columbia University, where she works on developing low-carbon and low-cost energy technologies. Jessika’s educational and research background is as follows: BS Cornell University (Materials Science and Engineering); PhD, University of Oxford (Solid State Physics), Rhodes Scholarship; Earth Institute Fellowship, Columbia University (Energy Economics and Materials Science). She has also worked as an advisor to developing countries on energy infrastructure design, and as an advisor to venture capital and management consulting firms on technology investment decisions.
Stéphane Voisin
Stéphane Voisin is head of Sustainability Research at Crédit Agricole Cheuvreux, the European equity broker and research house. Stéphane Voisin holds an MBA in Law and Finance and a Master's in Sustainable Development as well as having 18 years experience in equity markets. Prior to joining CA Cheuvreux, Stéphane Voisin was an executive director at JP Morgan and at Paribas in London. Stéphane has authored a number of reports on environmental and social issues and is actively involved in building ESG integration models. He teaches Sustainable Finance at the Chaire of Paris Dauphine University and chairs a number of scientific committees, including an international NGO and NYSE-Euronext.
Vedant Walia
Vedant Walia is a Senior Sustainability Adviser in the Forum for the Future business programme and manages corporate partnerships, provides strategic advice and conducts research. Ved has worked extensively across the finance sector with assignments in asset management, insurance and banking. He was lead author on recent Forum reports: 'Clean Capital' - focusing on financing clean technology firms from early-stage through to public markets - and 'New Horizons' - which examines the growth opportunities in commercial microfinance. Ved has an MSc with distinction in Environmental Technology from Imperial College, London and a first class degree in Politics and Sociology from Edinburgh University.
Mark Yeandle
Mark’s career prior to joining Z/Yen included senior marketing management positions at companies including Liberty, Mulberry and Sanderson. He has helped project manage four successful company turnarounds and his experience includes launching new brands and company acquisitions. He has an MBA in corporate finance from Cass Business School. Mark has project managed several of Z/Yen’s recent projects including four research publications for the City of London, including the Global Financial Centres Index. He also project managed research into Best Execution Compliance – published in The Journal of Risk Finance. He has recently been working for the Programme for the Endorsement of Forest Certification schemes – PEFC.
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