EVENTS:   The State of US-China and Global Rebalancing - William Hess/PRC Macro & Song Gao/PRC Macro & Ming Wu/PRC Macro - 07 May 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital /London   08 - 09 May 25       US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 25      

Blue Economy Finance

  1. Why is the Ocean the most resourceful ecosystem on the Planet?
  2. Challenges and Risks: All is not blue… 
  3. Sectors and Solutions in support of a sustainable ocean 
  4. Exclusion List. Blue Economy sectors that shouldn’t be included in your investment universe.
  5. UN Sustainable Development Goals as an Investment Tool 
    • SDG 14 – Life Below Water: 
      1. Understanding the UN SDG 14 indicators. 
      2. Which countries are most and least in line with the targets?
    • SDG 6 – Clean Water & Sanitation.
      1. Understanding the UN SDG 6 indicators. 
      2. What is the connection to UN SDG 14, and what are the key differences?
  6. Financial Actors and Instruments
  7. Nature Capital Valuation and Negative Externalities (dependence, impact, risk, opportunities) 
  8. Reporting and Frameworks: SASB, TNFD, KPIs 
  9. Regulation

 

ESG Basics: 

  1. ESG, a brief history
  2. ESG as of E, S and G
  3. Basic concepts
  4. What are the main frameworks and regulations?
  5. Who is involved in the ESG market?
  6. Sustainable Finance approaches: What you need to know to be in the investor radar screen?   
  7. ESG: overview of the market and trends
  8. The trouble with ESG