Net Zero Investor’s Transition Equities Summit

Will leads Border to Coast’s equity investment team. He joined the LGPS pool in 2022 and has 23 years’ investment experience, having previously worked for Aviva Investors where he was Head of Emerging Market Equities. Prior to joining Aviva in 2009, Will worked at the Royal Bank of Canada and Henderson Global Investors. He is a CFA Charter holder and a Cambridge University graduate.

Mohammed Khalil is a sustainable investment strategist at Standard Life. He is primarily responsible for developing net zero/decarbonising investment strategies for policyholder portfolios. Previously, he was a multi-asset portfolio manager at BlackRock, where he was responsible for developing and managing investment solutions for pensions, foundations, and family offices.

Tom is a Fund Manager. Previously, he was Senior Manager of the Sustainable Investment’s team having co-founded the team at the beginning of 2022. Formerly, he was Senior Analyst on the JOHCM UK Dynamic Fund for eight years where he was responsible for designing the Fund’s integrated approach to ESG and sustainability. Tom completed a postgraduate certificate in Sustainable Leadership at the University of Cambridge, is a qualified accountant, and has an MA in Economics and Management from University of Oxford.

Patrick O’Hara serves as the Director of Responsible Investment at LGPS Central, where he leads the team responsible for ESG integration and stewardship. His role involves overseeing the monitoring and due diligence of external managers’ responsible investment activities, as well as engaging with policymakers and investee companies on the pool’s core engagement themes.

Before joining LGPS Central at the beginning of 2021, Patrick headed up ESG integration in Public Markets at USS Investment Management. Prior to that, he was an ESG Analyst at Aviva Investors, where he developed extensive experience in ESG and risk analysis. Patrick’s ability to incorporate ESG risk factors into investment risk reporting has been a valuable asset to his roles.

With over 20 years of experience in the investment management industry, including more than a decade focused on ESG, Patrick’s expertise is increasingly vital as climate concerns and sustainable finance become central to investment decisions. He is responsible for overseeing the internal ESG metrics at LGPS Central, ensuring that the company invests responsibly while meeting client investment objectives.

Patrick holds a degree in Economics and Public Policy, as well as an MSc in Sustainable Development from Surrey University’s Centre for Environment and Sustainability.

Julius spent his executive career in the insurance and asset management industries. More recently he has held a series of non executive and advisory roles on trustee boards, for insurance companies and fintechs, including NEST, NatWest, Heineken, Prudential, Royal London, decisionsdecisions, Guiide and most recently for Cushon where he has been responsible for the design of their award winning default fund strategy. He has consulted for BlackRock, Capita and USS.

David is the Chair of the Transition Pathway Initiative (TPI), which assesses companies’ preparedness for the transition to a low carbon future, supporting the efforts of investors in addressing climate change.  

Prior to this, David was the Head of Responsible Investment at the Universities Superannuation Scheme (USS), the largest UK pension, where he worked from 2001 to 2023. He led USS’s RI team from 2006, which included all USS’s ESG integration and stewardship related activities across both public and private asset classes, including ESG and climate related reporting.

David is a former Board member of the PRI, is an advisor to the Board of the IIGCC, and until June 2023 was on the Board of the International Centre for Pensions Management.  

More broadly, David is a member of the FTSE Russell Sustainable Investment Advisory Committee, and was also a member of the UK Investment Associations’ Sustainability and Responsible Investment Committee.

Prior to joining USS, David worked as an Environmental Manager for a UK retail company, and was for five years a University lecturer in Environmental Management.  He has a Masters Degree in Environmental Impact Assessment.

Drew leads LCP’s responsible investment advice to DC clients, which includes advising some of the largest pension schemes in the country, as well as DC pension providers, on all aspects of their responsible investment strategy. This includes some of the first schemes to give their members exposure to private markets through an LTAF.

As a senior researcher at LCP, Drew is also deeply involved in assessing new investment products as they come to market, particularly where these might help investors to meet responsible investment objectives. As part of this, he designed LCP’s framework for assessing funds that invest at the nature interface. He also works closely with LCP Delta, LCP’s energy transition consultancy business, to help trustees and other asset owners to understand the risks and opportunities associated with the transition.

An experienced financial journalist who was previously deputy editor at portfolio institutional. Winner of the 2023 WTW Media Awards in the category DB Pensions Journalist of the year.

I advise investors and campaigners on aligning capital with social and environmental impact, focusing on climate and systemic solutions—a perspective shaped by my diverse experience across finance, philanthropy, and activism.  An early-stage impact investor, I serve on the Steering Committee of the Environmental Funders Network’s Impact Investors Group. Separately, I assess grants for a family trust supporting environment and trade-focused organisations.  Previously, I guided HNWs at Good Ancestor Movement toward mission-aligned investments, structured capital raises for impact ventures at Triodos Bank, and worked in responsible investment at, what was, Henderson Global Investors.

Yi Shi joined Pictet Asset Management in 2022 as a Client Portfolio Manager & Engagement Specialist in the Thematic Equities team.

Prior to Pictet, Shi worked for Royal Bank of Canada in their wealth management business advancing ESG integration into equity investments, advisory, and research. He has also held roles with Rhode Island Infrastructure Bank and Connecticut Green Bank focused on clean energy and green infrastructure initiatives.

Shi received a B.A. in Physics and a BSc in Society and Environment from the University of California, Berkeley. He also received a Master of Environmental Management from Yale University’s School of the Environment, and an MBA in Funds Management from the University of Toronto, Rotman School of Management.