Live Webinar - Initiating the ESG Conversation

Monday, 19 April 2021
11:00 am – 11:45 am

Initiating the conversation about Environmental, Social and Governance (ESG) Investment

This session will provide the following:

1. An introduction to sustainable investing

2. Outline the trends and themes in the sustainable investment landscape

3. Give an overview of the EU and UK regulatory background

4. Identify the nature of consumer demand for ESG-themed investments

Presenter biography

David Lane is a partner and Business Development Technical Director at LGT Vestra, joining from AXA where he was a senior technical consultant. David specialises in providing technical consultancy services to IFAs, lawyers and accountants focusing primarily on UK pensions, tax and trusts and general financial planning.

Phoebe Stone is a Partner and Head of Sustainable Investing at LGT Vestra, having worked as an investment manager at LGT Vestra for 6 years. Phoebe is a member of various LGT Vestra committees including the Investment Committee, Authorised Collective Committee and in 2018 founded #included, LGT Vestra's diversity & inclusion initiative. She is a Chartered Fellow of the CISI, and holds the CFA's ESG Investing certificate. Previous to her time at LGT Vestra, Phoebe worked at Coutts and Adam & Company.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.