The 5th China Social Investment Forum Annual Conference
World Trends and China's Practices
Hosts:
Green Finance Committee of China Society of Finance & Banking (GFC),
SynTao Green Finance,
Caixin Media
Co-hosts:
Principles for Responsible Investment (PRI)
Sustainable Stock Exchange Initiative (SSE)
Partners:
Apple Multi Asset DMCC (AMA), Taikang Asset Management, Moody's
Supported by:
Lujiazui Financial City Green Finance Committee
Shenzhen Green Finance Committee, Financial Society for Shenzhen Special Economic Zone
CECEP Consulting
Center for Green Finance and Sustainable Development of UIBE
Time: Dec. 5th , 9:00-17:15
Venue: Hotel InterContinental Beijing Sanlitun
Host
Guo Peiyuan Chairman, SynTao Green Finance; Chairman, China Social Investment Forum
Part I Opening Speeches
9:00 - 9:40
Ma Jun Chairman, Green Finance Committee of China Society for Finance and Banking
Chen Chunyan Vice Secretary General, Asset Management Association of China
Liu Chuankui Vice Secretary General, Insurance Asset Management Association of China
Lorenzo Saa Director, Networks and Global Outreach at Principles for Responsible Investment [PRI]
Part II Keynote Speeches
9:40–10:15
ESG Investment Concept with Chinese Characteristics
Ma Xianfeng Vice Director, China Institute of Finance and Capital Markets; Deputy Director, Green Finance Committee, China Society for Finance and Banking
Can Sustainable Investing Deliver Superior Long term Investment Returns?
Mark Mills Partner, Generation Investment
Part III Roundtable discussion: ESG World Trends and China's Practices
10:15 – 11:15
Moderator:
Luo Nan Head of China, Principles for Responsible Investment (PRI)
Guests:
Emily Chew Global Head of ESG, Manulife Asset Management
Matthew Arnold Managing Director and Global Head of Sustainable Finance, JP Morgan Chase
Brian Cahill Managing Director and Global Executive Sponsor, ESG Initiative at Moody's Investors Service
An Guojun Associate Researcher, Financial Research Institute at Chinese Academy of Social Sciences；Deputy Director, China SIF; Vice Secretary General, Green Finance Committee of China Society for Finance and Banking
Yang Weidong Vice president, Aegon-Industrial Fund Management Co., Ltd.
Zhang Jingguo Assistant President, Taikang Insurance Group; Chief Strategy Officer, Taikang Asset
Part IV Launch of SynTaoGF–CaiXin ESG50 Index
11:15 – 12:15
This SynTaoGF–CaiXin ESG 50 Index is based on SynTaoGF- Caixin ESG Evaluation System. The system collects corporate environmental, social and governance (ESG) and evaluates their ESG performance based on the public available information. The Index supports investors to identify best companies in China from ESG perspective.
Launch speech
Fu Jihong Vice President, Caixin Media
Introduction of the ESG 50 Index
Zhang Rui Managing Director, SynTao Green Finance
Roundtable discussion
Wayne Silby Chairman and Co-founder, SynTao; Chairman and Co-founder, Calvert Fund
Robert Li VP & Strategy Analyst, International Business, AMC
Representatives from ESG 50 Index components
12:15-12:20 Close of Morning Sessions
Part V Panel Discussions
14:00 – 15:30 Panel 1: Product Innovation on Green Finance for Institutional Investors
"Guidance on Constructing Green Finance System" was jointly published by seven ministry-level government agencies in China including People's Bank of China. The Guidance clearly states the importance of product innovation on green finance especially green credit, green bonds, green indices, etc. This panel discussion will discuss the latest development on green finance product innovation in China and abroad from institutional investors’ perspective.
Moderator:
Ge Xing'an CEO, China Emissions Exchange (Shenzhen); Secretary General, Shenzhen Green Finance Committee, Financial Society of Shenzhen Special Economic Zone
Keynote Speeches:
Promoting Sustainable Finance Innovation in Indonesia (10 min)
Fakhri Hilmi Deputy Commissioner for Capital Market Supervision, OJK, Indonesia
Developments in the International Green Bond Market (10 min)
Sean Kidney Co-founder & CEO, Climate Bonds Initiative
Innovations of Green Finance Products in China (10 min)
Chen Yaqin Division Chief of Green Finance Department, Industrial Bank
Roundtable Discussion
Jin Biao Director of Institutional Sales Department, Shanghai Colight Asset Management Corporation Limited
Huang Chaoni Director, Green and Sustainable Solutions, Investment Banking, Asia Pacific Natixis
Sean Kidney Co-founder and CEO, Climate Bonds Initiative
Xu Guang Executive Director, Financial Innovation Promotion Dept. NAFMII
Duan Jiashang CEO, Caixin Rayliant (Beijing) Smart Beta Co., Ltd; MD & Head of Asia Business, Rayliant Global Advisors
14:00 - 15:30 Panel 2: ESG Information Disclosure of Listed Companies
Stock exchanges and regulators all over the world have started requiring or encouraging listed companies to disclose more ESG information. In China, both Shenzhen Stock Exchange and Shanghai Stock Exchange have published relevant policies. This panel will discuss the worldwide trends in ESG disclosure and the current status of ESG reporting by listed companies.
Moderator:
Kong Wei Convenor, Lujiazui Financial City Green Finance Committee in Shanghai; Partner, Zhong Lun Law Firm
Keynote Speeches:
ESG Trends in Global Stock Exchanges (10 min)
Elodie Feller Programme Lead Investment, UN Environment Finance Initiative (UNEP FI), Coordinator, Sustainable Stock Exchange Initiative (SSE)
ESG Report Analysis of Listed Companies in China (10 min)
Liu Tao Partner, SynTao
ESG Disclosure in Listed Companies (10 min)
Xie Yuanjian Vice President; Chief Technology Officer, Landsea Group
Roundtable Discussion
Qin Erwa Researcher, China Institute of Finance and Capital Markets
Huang Anping Research Associate, Research Institution of Shenzhen Stock Exchange
Jon Edwards Chief Representative, Beijing Representative Office, London Stock Exchange Group
Wang Guoping Managing Director, Research Department, China Galaxy Securities Co., Ltd
Qin Jun Vice General Manager and Board Secretary, Muyuan Foods Co., Ltd.
15:30 – 15:45 Break
15:45 – 17:15 Panel 3: ESG Integration in Asset Management
Long-term assets, particularly pension assets and insurance assets, which have a strong social purpose for their investment, can contribute to market stability. In many countries, both pension funds and insurance investors are significant drivers for ESG investment. Panel 3 is to discuss how ESG factors can be integrated into portfolio management for long-term assets particularly pension and insurance.
Moderator:
Xu Xiuling Senior Vice President, CreditEase; Director, China SIF；Joint Secretary-General, CISF
Keynote Speeches:
Investor Responses to Climate Change (15 min)
Emily Chew Global Head of ESG Research & Integration, Manulife Asset Management
Incorporating ESG Factors in Private Equity (15 min)
Natasha Buckley Senior Manager, Investment Practices, Private Equity at Principles for Responsible Investment (PRI)
Roundtable Discussion
Ricco Zhang Director, Asia Pacific at International Capital Market Association (ICMA)
Flora Wang Vice President, BlackRock Asset Management (Hong Kong)
Jin Hainian Chief Research Officer, Noah Holdings Limited; Vice Secretary-General, Green Finance Committee, China Society for Finance and Banking
Kou Riming Senior Managing Director and Chief Financial Officer, U.S.-China Green Fund
15:45 – 17:15 Panel 4: Sustainable Business: Responsibility Creates Investment Value
More and more companies integrate corporate social responsibility (CSR) in their strategy. Researchers indicate that companies with better CSR performance can create higher value for investors. Panel 4 will invite large companies such as automotive manufacturers; financial institutions, real estate companies to analyze the current status of CSR and the significance of CSR to investor relations and market value management.
Moderator:
Li Guowei CEO, Visionwe Consultancy
Keynote Speeches:
Philanthropy and Corporate Social Responsibility 4.0 (10 min)
Xu Yongguang President, Narada Foundation
Sustainable Philanthropy and Commercial Civilization
Kuang Ji'nan General Manager, Public Relations and Brand Management Centre, Hanfor Holdings Co., Ltd
Roundtable Discussion
Terry Mollner Director, Ben & Jerry's Homemade Holdings Inc.
Sydney Amara Morris Chair, Calvert Social Funds Advisory Council
Kuang Ji’nan General Manager, Public Relations and Brand Management Centre, Hanfor Holdings Co., Ltd
Ma Libo Head of CSR, JD.com; Founder & Secretary General, JD Foundation
Guo Yi Professor, School of Economics, Beijing Technology and Business University
17:15 Closing of the Annual Conference
