Uncharted Waters:
How Investors Can Help Tackle the Water Crisis
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Tuesday 17th October 2023 |
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08:00-11:00 |
201 Bishopsgate
London
EC2M 3AE
Did you know more than $300 billion of business value is at risk globally if no action is taken to address water scarcity? There has been a distinct lack of analysis around the financial risks of water to make well informed investment decisions.
Please join us on Tuesday 17th October, where our research team will discuss findings for water intensive sectors, the effect of growing water scarcity on businesses, and the role investors can play in addressing water security. We will also be joined by experts from CDP (Carbon Disclosure Project) and China Water Risk, who will highlight the causes, impacts and evolution of the global water crisis, and China’s risk and exposure.
| Conference Agenda | |
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| 08:00 | Registration |
| 08:30 | Welcome |
| Michelle Dunstan, Chief Responsibility Officer, Janus Henderson Investors | |
| 08:35 | Time for transformative action on the water crisis and the role of disclosure. |
| Dr Patricia Calderon, Associate Director Water Security, CDP (Carbon Disclosure Project) | |
| 09:10 | Water Intensive Sectors: The Risks, Opportunities and Impact |
| Olivia Gull, Responsible Investment and Governance Analyst, Janus Henderson Investors | |
| Olivia Jones, Responsible Investment and Governance Analyst, Janus Henderson Investors | |
| Xiaoyi Luo Tedjani, Responsible Investment and Governance Analyst, Janus Henderson Investors | |
| Charles Devereux, Responsible Investment and Governance Analyst, Janus Henderson Investors | |
| 09:45 | Coffee break |
| 10:00 | The Future Is Here – Adapt To Thrive |
| Dawn McGregor, Business Lead, CWR | |
| 10:20 | Investor Panel: Water Research and Engagement in Action |
| Hamish Chamberlayne, Head of Global Sustainable Equities, Janus Henderson Investors | |
| Tal Lomnitzer, Portfolio Manager, Janus Henderson Investors | |
| Kimberley Pavier, Sustainability Analyst, Janus Henderson Investors | |
| Moderated by Michelle Dunstan, Chief Responsibility Officer, Janus Henderson Investors | |
| 10.55 | Closing remarks |
| 11:00 | Event ends |
Chief Responsibility Officer, Janus Henderson Investors
Michelle Dunstan is Chief Responsibility Officer at Janus Henderson Investors, a position she has held since 2023. In this role, she oversees Janus Henderson’s strategy and initiatives in both Corporate Responsibility and Responsible Investing. She leads Janus Henderson’s Responsibility team to deliver on clients’ needs, create business value, build long term partnership and ESG research capabilities with investment and product teams, and drive enhancement and integration of appropriate sustainable practices across the firm. She is a thought leader in Responsible Investing, frequently speaking on the topic at conferences, organizations, and institutions. Prior to joining the firm, Michelle held several roles at AllianceBernstein over 18 years, including portfolio manager, senior research analyst, global head of responsible investing, and most recently as chief responsibility officer from 2021. Michelle began her career as an engagement manager and consultant for Monitor Group (now Monitor Deloitte).
Michelle received a bachelor of commerce degree (Hons) from Queen’s University and an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar. She has 19 years of financial industry experience.
Associate Director Water Security, CDP
Patricia is Associate Director Water Security at CDP. She has 20 yrs global water experience including private sector and civil society. She has 18 yrs process engineering experience at CH2M Hill and Veolia as an expert on municipal and industrial water solutions for companies. At CDP, she has been an author for the publications '2021 High and Dry - How Water Issues are stranding assets' and the 2022 'Financial Institutions are Valuing Water'.
Responsible Investment & Govern Analyst, Janus Henderson Investors
Olivia Gull is a Responsible Investment and Governance Analyst at Janus Henderson Investors, a position she has held since 2021. Olivia joined Henderson in 2015, worked on the broker relations, front office governance and risk teams and moved into governance analysis in 2018. Prior to Henderson, she was with the Centre for Chinese studies in South Africa while completing the Chinese Proficiency Exam (HSK 3).
Olivia has a degree in international studies from Stellenbosch University, majoring in politics and Mandarin. She sits on the Janus Henderson Diversity, Equity & Inclusion EMEA council. She holds the Investment Management Certificate (IMC) and has 8 years of financial industry experience.
Responsible Investment & Govern Analyst, Janus Henderson Investors
Olivia Jones is a Responsible Investment and Governance Analyst at Janus Henderson Investors, a role she has held since 2021. Prior to joining the firm, she was an ESG & sustainability analyst at Kukua, a specialist ESG advisory firm, from 2020.
Olivia received a BA degree (Hons) in history from the University of Oxford – St. John’s College and an MSc degree in development studies from the London School of Economics and Political Science, graduating with merit. She holds the CFA Institute Certificate in ESG Investing and has 3 years of financial industry experience.
Responsible Investment & Govern Analyst, Janus Henderson Investors
Xiaoyi Luo Tedjani is a Responsible Investment and Governance Analyst, a position she has held since 2021. She is responsible for ESG research and deepening the integration of ESG considerations in the investment process. She joined the firm as a front office controls and governance analyst in 2020. Prior to this, she was a supervisor in wholesale market supervision with the Financial Conduct Authority from 2017. Before this, she was a risk manager in the private equity division with Golden Partner from 2016 and she held a senior associate role with Deloitte from 2013. Xiaoyi began her career as a business analyst in investment strategy at STMicroelectronics in 2012 performing analysis for technology product portfolios and capital investments.
Xiaoyi received a bachelor of economics degree from Dongbei University of Finance and Economics and a master’s degree in economics from the University of Geneva. She holds the Financial Risk Manager® (FRM) designation and the CFA Institute Certificate in ESG Investing. She has 11 years of financial industry experience.
Responsible Investment & Govern Analyst, Janus Henderson Investors
Charles Devereux is a Responsible Investment and Governance Analyst at Janus Henderson Investors, a position he has held since 2022. Prior to joining the firm, he was with Aviva Investors from 2017, most recently as an ESG sector analyst from 2019. He previously worked in operational risk at Aviva in Hong Kong from 2016 as part of a graduate scheme. Earlier, Charles began his career at Stockcube Research Ltd. in 2011, where he spent four years as an equity analyst.
Charles received a BSc degree (Hons) in economics and economic history from London School of Economics and an MSc in investment management from Cranfield School of Management. He holds the Chartered Financial Analyst designation and has 11 years of financial industry experience.
Business Lead, CWR
Dawn leads CWR’s engagements to help companies and sectors navigate the fast-evolving risk landscape. With a decade at CWR, she has not only helped build the brand but has amassed a deep understanding of the complex, interlinked and compounding water risks. Her access to global water leaders, CEOs, IPCC lead authors also gives her unique insights into the challenges in ensuring water security under climate change. She has helped Asian conglomerates, global fashion brands and food MNCs unpack and assess water risks as well as advised them on risk mitigation and stewardship strategies, including achieving water neutrality. Her research to help brands and Chinese manufacturers move towards a clean and circular future has even inspired the fashion industry to create a new wastewater tool.
Dawn is frequent keynote, panelist and moderator and her work can be found in publications by the UN and the International Journal of Water Resources Development, among others. She can also be found on Channel News Asia as well as the SIWW Water Leaders Interview Series where she steers the high-level conversations on the future of water. Prior to CWR, Dawn worked at a global investment bank. She is a global citizen that was born and bred in Hong Kong and now based in Singapore where she can often be found out on the water doing standup paddling, wing foiling and more.
Head of Global Sustainable Equities, Janus Henderson Investors
Hamish Chamberlayne is Head of Global Sustainable Equities and a portfolio manager at Janus Henderson Investors. He was an investment manager with the firm from 2012 and joined Henderson as an investment analyst in 2011 from Gartmore, where he was an equity analyst with the global equity team. Prior to this, from 2004 to 2007, Hamish worked as a senior auditor at PricewaterhouseCoopers, where he covered a variety of sectors, including energy, technology, and communications. He began his career at Burlington Consultants in 2003 performing commercial due diligence on businesses identified as acquisition targets by private equity houses.
Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 20 years of financial industry experience.
Portfolio Manager, Janus Henderson Investors
Tal Lomnitzer is a Senior Investment Manager on the Global Natural Resources Team at Janus Henderson Investors, a position he has held since 2019. He is responsible for several ESG oriented portfolios within the Global Natural Resources suite of strategies. Prior to this, he was deputy head of global resources and fund manager at Colonial First State Global Asset Management from 2011. He launched and ran various global resources and energy funds at Merchant Capital, NewSmith Capital, and ORN Capital, where he was a partner from 2010, 2007, and 2004, respectively. Tal began his career in 1998 at Morgan Grenfell/Deutsche Asset Management.
Tal received first class BA and MA degrees in economics from Cambridge University. He holds the Chartered Financial Analyst designation and several ESG accreditations including the CFA Level IV Certificates in Climate & Investing and ESG Investing as well as the UNPRI Advanced Responsible Investment Analysis Certificate. Additionally, he is certified by the Institute of Directors, currently serving as Chairman of HVH Arts a charity serving underprivileged children in London. He has 24 years of financial industry experience.
Sustainability Analyst, Janus Henderson Investors
Kimberley Pavier is a Sustainability Analyst on the Global Technology Leaders Team at Janus Henderson Investors. Prior to joining the firm in 2021, Kimberley was a financial analyst and relationship manager in equity sales at Credit Suisse, specialising in ESG and impact, from 2019.
Kimberley holds a first class BEng degree (Hons) in chemical engineering from the University of Leeds and an MSc (Hons) in biochemical engineering from the University College London. She sits on the Janus Henderson Gender Diversity and Ethnic and Cultural Diversity Networks. She completed the Oxford Impact Investing Programme and holds the CFA UK Certificate in ESG Investing and the PAS 2060 Carbon Neutrality certification. She has 4 years of financial industry experience.