Program 1 / 2Pavillon Cambon, Paris6 NOV. 2018

10:10 - 10:40 (Agora 1)

Emerging debt: what is the predictive power of ESG? • Xavier Desmadryl, Global head of ESG research and

PRI, HSBC Global Asset Management • Maria-Laura

Hartpence, Head of Fixed Income Quantitative

Research, HSBC Global Asset Management

10:10 - 10:40 (Auditorium)

Exclusions & engagement, the end of a taboo? • Benoit Leandri, Sales Manager, spokesperson for

the quantitative international equity team,

Schroders

10:10 - 10:40 (Agora 2)

Big Data for Big Impact: How big data can improve ESG analysis?• Jonathan Bailey, Head of ESG investing,

Neuberger Berman

11:00 – 11:30 (Auditorium)

Financing the Sustainable Development Goals: myth or reality?• Rose Beale, Thematic Analyst, Responsible

Investment, Columbia Threadneedle Invesments

11:00 – 11:30 (Agora 1)

A Guide to the NEC: How to identify Net Positive Environmental ContributionsTM? • Jean-Guillaume Péladan, Fund Manager, Head of

Environmental Strategy, Sycomore AM • Emmanuelle

Aoustin, CEO, Quantis • Florence Fontan, Head of

Asset Owners, BNP Paribas Securities Services

11:00 – 11:30 (Agora 2)

Green Bonds: are impact indicators mature enough?• Julien Bras, SRI portfolio manager, Allianz

Global Investors

Financing the energy transition: a winning bet?Changing energy resources and production models profoundly transforms risk analysis models and profit expectations in the

sector. How are investors adapting to this rapid and powerful transition that is disrupting notions of value creation?

• Thierry Déau, CEO, Meridiam • Fabrice Gourat, CEO, Intervent

Modérateur : Anne-Catherine Husson-Traore, CEO, Novethic

Opening words • Dr. Guido Schmidt-Traub, Executive Director, UN Sustainable Development Solutions Network

8:50 - 9:00

Keynote (Auditorium)

What direction will Big Oil take in the face of an energy revolution?• Patrick Pouyanné, Chairman & CEO of Total dialogue with Anne-Catherine Husson-Traore, CEO of Novethic

9:35 - 9:50

(Auditorium)

9:50 – 10:10

Panel (Auditorium)

Worklabs

How to promote sustainable value creation? Creating sustainable value means combining financial performance with long-term sustainability commitments. In many cases it

is a paradigm shift that needs to be valued by various stakeholders starting with investors. They must question their models of

risk and opportunities analysis. More explanation about this new dialogue with the most committed actors.

• Karim Hajjar, Group CFO and Member of the Executive Committee, Solvay • Laurence Pessez, Global Head of CSR, BNP Paribas •

Jean-Luc Di Paola-Galloni, Corporate Vice President Sustainable Development and External Affairs, Valeo

Modérateur : Philippe Zaouati, Chairman, Finance for Tomorrow

11:30-12:10

Panel (Auditorium)

10:40 – 11:00 = N E T W O R K I N G B R E A K

Worklabs

Environment: have we reached the point of no return?• Marc-Olivier Buffle, Senior Product Specialist, Environmental investment, Pictet Asset Management

09:00 – 09:15

Wake Up Call (Auditorium)

Renewable energy: a successful economic modelThe energy transition reshuffles the cards for the entire industry. The falling costs of renewable energy offers effective solutions

for the future, but are investors seizing on what is probably the biggest global investment opportunity?

• Jean Rappe, CEO, Engie Solar • Gurpreet Gujral, Vice President Private Capital Market, Macquarie Capital

Modérateur : Mark Lewis, Managing Director and Head of Research, Carbon Tracker Initiative

9:50 – 10:10

Panel (Auditorium)

Program 2 / 2Pavillon Cambon, Paris6 NOV. 2018

14:00 – 14 :30 (Auditorium)

Environment: is innovation the cure? • Marc Olivier Buffle, Senior Product Specialist for

Environmental Strategies, Pictet Asset

Management

14:00 – 14 :30 (Agora 1)

Impact Investing in Listed Equities: What are the opportunities and challenges?• Michelle O’Keeffe, Governance and Sustainability

Analyst, Baillie Gifford

14:00 – 14 :30 (Agora 2)

What’s in investors’ ESG toolkit?• Sophie Rahm, ESG Analyst, Aviva Investors

France

Worklabs

Is Data Science the Future of Responsible Invesment? • Iain Richards, Head of Responsible Investment, EMEA , Columbia Threadneedle Invesments

173 Reporting: what is the light on responsible investment strategies?The analysis of reports published by institutional investors show a wide variety of approaches from the selection top-rated companies to coal and tobacco exclusions passing by sustainable building policy. Discover the shaded portrait of French Responsible Investing.

• Michèle Lacroix, Head of Group Investment & Member of the EU Technical Expert Group on Sustainable Finance, SCOR

• Vincent Mahé, General Secretary, CDC Habitat Président Ampère Gestion • Philippe Brossard, Chief Economist, Head of SRI

Research & Development, AG2R LA MONDIALE

Modérateur : Dominique Blanc, Head of Research, Novethic

14:30 – 14:45

Wake Up Call (Auditorium)

14:45 – 15:30

Panel (Auditorium)

How can the "S" factor boost ESG investing? Under the impetus of the United Nations SDGs and with a strong commitment from actors who want to avoid letting the climate overwhelm other ESG themes, the social dynamics take on various forms. Whether it is a question of respect for human rights, social cohesion in emerging countries, or respect for trade union rights, what role can investors play?

• Dan Neale,Programme Director, Corporate Human Rights Benchmark • Nicolas Blanc, Head of Strategy, prospective and

institutional relations, AFD • Luc Prayssac, Chairman of French Trustee Network for Responsible Investment (RAIR)

Modérateur : Anne-Catherine Husson-Traore, Directrice générale, Novethic

Closing Words • Gilles Schnepp, Chairman and CEO of Legrand, President of the Economic and Ecological Transition Commission of MEDEF

Climate engagement & performance: one and the same battle • Ghislain Périssé, Head of EMEA Insurance Strategy, Schroders

15:30 – 15:45

Wake Up Call (Auditorium)

positiveinvestors@novethic.fr Pavillon Cambon Capucines, Paris 1er www.positiveinvestorsforum.com

12:40 – 14:00 = L U N C H E O N C O C K T A I L

15:45– 16:30

Panel (Auditorium)

16:30 – 16:40

(Auditorium)

16:40 – 18:00 = C O C K T A I L