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Net Zero Investor’s Annual Conference 2025

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Join over 100 asset owners and managers to explore the big themes of the year for institutional investors serious about transitioning their portfolios towards net zero. We’ll be looking at key asset allocation decisions across public and private markets and how you can make the most of the changing economy and seize opportunities across themes including adaptation & resilience, the energy transition, green private credit and much more!

Who should attend?

  • CIOs
  • portfolio managers
  • investment directors
  • manager research specialists
  • heads of responsible investment
  • investment consultants
  • heads of institutional distribution

With a laser focus on capital flows for climate investments this is the perfect opportunity to network with fellow asset owners and hear the latest thinking from asset managers serious about net zero. Previous attendees include senior representatives from Aegon, Border to Coast, Standard Life, Brunel Pensions Partnership, Wellcome Trust, NOW: Pensions, USS, Korea National Pension Service and many more!

9:00

Registration and refreshments

9:30

Welcome & Introduction

Speakers
Lindsey Stewart

director of institutional insights

Morningstar

9:40

The state of climate investing – rethinking the mandate?

It is fair to say that climate investing is facing a fairly major challenge with political headwinds, prolonged underperformance of funds and yet at the same time, product innovation continues unabated across public and private markets and data availability for investment decisions is improving – and more accurate climate risk pricing holds the promise of new investment opportunities – so what do the allocators make of their investment strategies going forward?

Speakers
Thomas Hohne-Sparborth

head of sustainable investing

Lombard Odier Investment

Sufina Ahmad

director

John Ellerman Foundation

James Monk

investment director

Fidelity International

Katharina Lindmeier

head of sustainability strategy

Nest

10:20

Financing change in emerging markets – an innovative approach.

As the global transition to net zero accelerates, emerging markets are playing a pivotal role in delivering climate solutions, supporting vital communities and ecosystems. Yet capital flows remain limited due to challenges such as perceived risk, regulatory uncertainty, and weak financial infrastructure. Understanding how this opportunity is evolving is essential for investors seeking to align their portfolios with both financial and sustainability objectives.
This presentation explores how innovative financing strategies are reshaping the landscape, with a focus on the growing sustainable finance opportunity and what’s needed to unlock investment at scale.

Speakers
Jake Harper

senior investment manager, private credit

Legal & General

10:40

How insurance-linked strategies can provide return, diversification and a climate adaption solution

Insurance linked strategies and the property (re)insurance industry prices physical climate risks every day protecting societies from natural catastrophe events. In this session we hear how investors can provide resilience to societies whilst also benefiting from meaningful diversifying (re)insurance premiums.

Speakers
Alistair Jones

senior managing director and head of ESG

Leadenhall Capital Partners

11:00

Networking break

11:30

Climate adaptation and resilience - the next frontier?

Thematic investing for climate adaptation and resilience is set to become a more important theme as climate-conscious investor face a world that is no closer to Paris-alignment. What opportunities exist in drought resistant agriculture, decentralised energy, wildfire protection and heat tolerant cities? Will investing in this way future proof your portfolio or is this a case of rearranging deck chairs?

Speakers
Craig Cameron

senior vice president, portfolio manager and analyst

Templeton Global Investments

Helena Threlfall

portfolio manager

Local Pensions Partnership Investments

Rahil Ram

head of investment strategy

Cushon by WTW

12:10

Funding the transition – green private credit

Investing for the transition is far more than renewable energy generation and green private credit represents a great opportunity to gain exposure to both companies investing in the solutions as well as those seeking to transition from the old economy to the new. Which companies and strategies are best suited for the institutional investor and which markets are most promising?

Speakers
Martin Barnewell

head of commercial real estate lending

Aberdeen Investments

Sanjay Joshi

Impact and Local Investing Specialist

Hymans Robertson

12:50

Lunch and networking

1:50

Nature-based investing – new models, risk profiles & an expanding universe

The nature-based investment landscape has seen a lot of innovation is recent years, building on years of forestry and agriculture investing to include more regenerative approaches as well as carbon & biodiversity credit driven approaches and recently monetising nature-risk reduction.  How should the institutional investor approach this landscape? Are trees in Scotland or Latin America a better bet? Are open-market or off-take agreements for carbon credits better and what new models may be around the corner?

Speakers
Steven King

senior vice president

RMS

Eline Reintjes

climate and nature investment strategy manager

Aviva IWR

Joe Shamash

investment director

Better Society Capital

Jonny Page

director of social impact investment

Esmee Fairbairn Foundation

2:30

The changing face of clean energy investing – where next for investors?

Renewable energy investment is no longer solely dominated by big platforms for solar and wind. Investors are increasingly looking into VC and PE companies in the clean energy supply chain as well as solutions for decarbonising transport & manufacturing. Geothermal energy and even nuclear back on the agenda. How should you navigate this vast landscape and what combination of infrastructure-type investments, private equity or private debt exposure to the clean energy transition will win the day?

Speakers
Liv Miller

director

Quinbrook

Beverley Gower-Jones

founder and managing partner

Clean Growth Fund

Cristiana Dochioiu

investment manager - infrastructure & energy investments

Railpen

Matteo Millone

senior responsible investment specialist

APG Asset Management

3:10

Networking break

3:40

Policy & technology risk in climate investing – managing uncertainties

Changing policy landscapes and technology advances not materialising are often thought of as key disruptive factors to net zero investing strategies. How do you account for these factors when designing your investment strategy and how do you pick managers that can navigate these uncertainties?

Speakers
Graham Cook

independent

Joanna Sharples

chief investment officer, DC solutions

AON

Shiv Sivanesan

director of investment management and stewardship

West Midlands Pension Fund

Anita Bhatia

trustee and NED

4:20

Sovereigns - From DM to EM

Long ignored as either too big, too risky or too political to have substantial conversations about until now. Investors have resources and structures available to usher sovereign debt into the fold of low carbon investing and support real change across the development spectrum.  In this chat we’ll look at trends and structures shaping investment decisions.

Speakers
Claire Meier

investor director

ASCOR

Jonas David

research director

Anthropocene Fixed Income Institute

5:00

End of conference and start of drinks reception at The Happenstance on Paternoster Square

Advisory Board

Graham Cook, co-head, investment strategy and sustainability, policyholder investment office, Phoenix Group
James Lawrence, director of investment proposition, Smart Pension
Joe Shamash, investment director, Better Society Capital
Helena Threlfall, portfolio manager, environmental opportunities, LPPI
Monica Filkova, climate and nature investment strategy lead, Aviva
Sufina Ahmad, director, John Ellerman Foundation
Darran Ward, head of alternatives, West Yorkshire Pension Fund
Noel Grant, head of pensions investment, Aviva Staff Pensions
Martyn James, director of investment, NOW: Pensions
Peter Wallach, director of pensions, Merseyside Pension Fund
Veronica Humble, chief investment officer, NatWest Cushon
Bobby Riddaway, professional trustee and managing director, HS Trustees

Lindsey Stewart

director of institutional insights

Morningstar

Thomas Hohne-Sparborth

head of sustainable investing

Lombard Odier Investment

Sufina Ahmad

director

John Ellerman Foundation

James Monk

investment director

Fidelity International

Katharina Lindmeier

head of sustainability strategy

Nest

Jake Harper

senior investment manager, private credit

Legal & General

Alistair Jones

senior managing director and head of ESG

Leadenhall Capital Partners

Craig Cameron

senior vice president, portfolio manager and analyst

Templeton Global Investments

Helena Threlfall

portfolio manager

Local Pensions Partnership Investments

Rahil Ram

head of investment strategy

Cushon by WTW

Martin Barnewell

head of commercial real estate lending

Aberdeen Investments

Sanjay Joshi

Impact and Local Investing Specialist

Hymans Robertson

Steven King

senior vice president

RMS

Eline Reintjes

climate and nature investment strategy manager

Aviva IWR

Joe Shamash

investment director

Better Society Capital

Jonny Page

director of social impact investment

Esmee Fairbairn Foundation

Liv Miller

director

Quinbrook

Beverley Gower-Jones

founder and managing partner

Clean Growth Fund

Cristiana Dochioiu

investment manager - infrastructure & energy investments

Railpen

Matteo Millone

senior responsible investment specialist

APG Asset Management

Graham Cook

independent

Joanna Sharples

chief investment officer, DC solutions

AON

Shiv Sivanesan

director of investment management and stewardship

West Midlands Pension Fund

Anita Bhatia

trustee and NED

Claire Meier

investor director

ASCOR

Jonas David

research director

Anthropocene Fixed Income Institute

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