Sustainability as Part of the Client Advice Process

Royal Victoria, Crowne Plaza, Sheffield
Wednesday, 02 February 2022
8:30 am – 11:00 am (UK time)

Speaker List

Confirmed Speakers:

🗹 Scott Dakers: Square Mile

🗹 David Katimbo - Eden Tree

🗹 Mike Appleby - Liontrust

Event running order

8.30am – 9.00am – Arrival Breakfast rolls tea & coffee

9.00am – 9.10am - Welcome PFS/CII

9.10am – 9.40am - ESG Greening Finance update – Scott Dakers (Square Mile)

9.40am – 10.20am – Square Mile Responsible Research Lead

10.20am – 10.50am – Liontrust – Mike Appleby (Responsible Equity)

10.50am – 11.20am – Eden Tree – David Katimbo (Responsible Fixed Income)

11.20am – 11.40am – Q&A – Scott Dakers

11.40am – 11.55am - Wrap up and contingency time

Total 2.25 hours CPD

The venue COVID-19 policy document is attached should you have any questions in relation to the procedures to be implemented on the day.

  • Victoria Station Road
  • Sheffield
  • S4 7YE
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CII Accredited

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

2 1/4 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