Climate Change 2011 - Introduction and speaker biographies

Participants

Viktor Andersson, Co-Head, ESG Analysis, SEB Wealth Management

Joost Bergsma, CEO, BNP Paribas Clean Energy Partners

Matt Christensen, Executive Director, Eurosif

Carlos Joly, Chairman, Climate Change Scientific Committee, Natixis Asset Management

Lars Kalbreier, Head of Global Equity and Alternative Research, Credit Suisse

Andreas Knoerzer, Head of Asset Management, Bank Sarasin & Co. Ltd

Steve Triantafilidis, Head of Global Equities, Vontobel Asset Management

Panel Moderator: Elisa Trovato, Deputy Editor, PWM

Viktor Andersson

Viktor works as Co-Head ESG Analysis for SEB Wealth Management in Stockholm, Sweden. Through this he is responsible for the active ownership program of SEB WM, and to build the ESG analysis platform that provides the basis for ESG integration into investment decisions.

Previously he spent 7 years with ABN AMRO Group as Senior SRI Analyst for Asset Management/Banco Fonder as well as Senior Sustainability Analyst for ABN AMRO Bank. Regarding the theme of climate change and investing, he spent two years with the Carbon Disclosure Project as Manager Investor CDP Europe & Asia, where he among other things produced sector research reports for CDP Members. With ABN AMRO, he also provided the research which underpinned the Group’s climate change strategy

Joost Bergsma

Joost Bergsma founded BNP Paribas Clean Energy Partners in mid 2008 whilst working at ABN AMRO Asset Management now owned by BNP Paribas Investment Partners. At the end of 2010, Clean Energy Partners finalised its fund raising at Euro435m for its first clean energy fund. The Fund invests in four clean energy infrastructure technologies (electricity from on shore wind, solar photovoltaic, biomass and small scale hydro). The fund has made investments in Italy, France, the UK and Ireland. Joost has been active in utility banking and fund management for more than twenty years and has specialised in the power sector and clean energy. Previously, Joost worked at SG Warburg & Co. and ABN AMRO. He has read law at Leiden University (the Netherlands) and has an MBA from INSEAD (France).

Matt Christensen

Matt Christensen is the Executive Director for Eurosif (the European Sustainable Investment Forum) since 2002. Since Matt was recruited as Executive Director, Eurosif has grown into the premier European think tank and industry association for sustainable investment with more than 80 Member Affiliates that together represent assets totaling over €1 trillion.

Recent activities of Eurosif include its EU Market Study, High Net Worth Individual Sustainability Report, and successful submissions to the EU asking for improved transparency on environmental/social/governance issues by companies and funds. Matt is a frequent speaker at international events on sustainable finance matters and is a member of the European Commission Coordination Committee to shape the evolution of public policy around sustainable investment themes in the EU.

Matt was formerly a European Director at The Motley Fool, a venture capital-backed, leading publisher of information on personal finance and investing. He started his career as a strategy consultant with Braxton Associates/Deloitte Consulting based in New York, London and Paris, and his clients included Vodafone, American Express, Chanel and Carrefour among others.

He is a Non-Executive Director to three investment funds and holds masters degrees from Wharton (MBA – Entrepreneurial Management) and the University of Pennsylvania (MA – International Political Economy).

Carlos Joly

Carlos Joly is Chairman of the Scientific Committee of Natixis Asset Management. Before partnering with the firm, Carlos was the founder and CEO of MiljøInvest, where he developed a range of SRI funds, and a senior vice president at Storebrand, where he launched the Storebrand Environment Fund. He was also co-founder and chairman of the United Nations Environment Program – Finance Initiative and co-chaired the Experts Group which drew up the UN Principles for Responsible Investment. Carlos holds a MA in philosophy from Harvard University.

Lars Kalbreier

Managing Director, Head of Global Equity & Alternatives Research, Private Banking division.

Mr Kalbreier, CFA, is a Managing Director and global Head of Equity and Alternatives Research at Credit Suisse.

Mr Kalbreier is member of the bank's Investment Committee, which determines the Asset Allocation and Investment Strategy for the Wealth Management and Asset Management divisions. He is also a founding member of the Credit-Suisse Research Institute, which gathers high ranking politicians, scientists, and executives in order to discuss long-term trends and their investment implications.

Mr Kalbreier heads analyst teams based in Europe, the Middle East and Asia. The coverage universe comprises worldwide equities, derivatives, convertible bonds as well as Hedge funds and Private Equity. Prior to this position, he headed the Trading Strategy Group and developed market neutral trading strategies for Credit Suisse.

Prior to joining Credit Suisse in 2002, Mr Kalbreier was working at JPMorgan in London, where he held positions in both the Investment Banking and Investment management divisions. He holds an MS in Finance and Business Administration from HEC Lausanne (Hautes Etudes Commerciales) and is a member of Hughes Hall (Cambridge University).

Mr Kalbreier is also a Chartered Financial Analyst.

Andreas Knörzer

Head Sarasin Sustainable Investment

Member of the Management Board of Asset Management, Product & Sales Education:

Graduation from the University of Applied Science, School of Economics, Berne

Senior executive program of the University of Columbia, New York

Swiss-certified Banking Specialist

Professional career:

1979 – 1984 Various functions, Berner Kantonalbank

1985 – 1989 Studies at the University of Applied Science, Berne

1989 Joined Bank Sarasin

1989 – 2000 Various functions Portfolio Management and Research, Bank Sarasin

2000 – 2010 Head Sarasin Sustainable Investment

Since 2010 Head of Asset Management (responsibility for sustainable and quantitative strategies for institutional and private clients)

Founder of Sarasin Sustainable Investment

Member of the Board of ÖBU (Swiss Association for Environmentally Responsible Management)

Expert in two Swiss advisory boards for the Swiss Government

Founder and Delegate of the Board of Directors of New Energies Invest Ltd

Steve Triantafilidis

CFA Head of Global Equities, Managing Director

In 2009, Mr. Steve Triantafilidis, CFA, joined Vontobel as Head of Global Equities. Mr. Steve Triantafilidis has over 24 years of investment experience most recently, prior to joining Vontobel, as Global Head of Equities at Swiss Re. Mr. Triantafilidis held this position from 2003-2008 where in addition to heading up the Equities Team he also managed the Core Global Equity Portfolio for proprietary assets of the Group. Prior to being appointed to this position Mr. Triantafilidis was Head of Tactical Asset

Allocation (from 2000-2003) and Head of Equities at Swiss Re Australia (1997-2000).

In addition to his long term experience managing equities, Mr. Triantafilidis also has over 12 years experience working in finance, investments and accounting.

Mr. Steve Triantafilidis holds a Bachelor of Economics from the University of Adelaide and a Graduate Diploma in Applied Finance & Investment from the Securities Institute of Australia. He is also a Senior Fellow at the Financial Services Institute of Australasia and CFA Charterholder.