Agenda
ESG EXPO 2025 - Online, 16 October 2025
09:30 - 10:00: ESG DATA
Use and relevance of ESG data in decision-making
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Increasing expectation of outcome-focused ESG reporting
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Dealing with divergent regulatory approaches
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Addressing issues of data comparability, availability, and materiality bias
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Shifting from a compliance exercise to strategic board-level integration
Dr Rory Sullivan, CEO, Chronos Sustainability
10:00 - 10:30: RARE EARTH MINERALS
Rare earths and responsible investment: what does a sustainable approach really look like?
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Global demand and strategic supply risks
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The rare earths value chain: from mine to market
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Impacts and sustainable approaches
Karen Hudson-Edwards, Professor in Sustainable Mining, Camborne School of Mines, University of Exeter
10:30 - 11:00: CARBON CAPTURE & STORAGE
Reaching net-zero: the strategic importance of carbon capture and storage
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The role of CCS compared to other net-zero measures
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Assessing CCS projects and their effectiveness
Professor Sir Dieter Helm, Professor of Economic Policy, University of Oxford
11:30 - 12:00: FOOD & AGRICULTURE
Transforming food and agriculture: the next frontier in sustainable investing
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Why food and agriculture should be a priority for ESG and impact investing
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How to transform the food and farming economy to be modern, resource efficient, and competitive
Georgina Thomas, Head of Impact, Cibus Capital
12:00 - 12:30: CLIMATE CHANGE PROJECTIONS
Climate futures: global and regional projections in 2025 and beyond
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Which pathway are we on?
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Latest developments in climate modelling
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Risks and uncertainties
Dr Phillip Marks, Co-Founder and CTO, Unwritten
13:30 - 14:00: NATURAL CAPITAL STRATEGIES
TBC
14:00 - 14:30: ESG DATA
Providing investors with a truly holistic view of business performance and value creation
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Insights from LSE research
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Quantifying a company's six types of capital stock
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Creating decision-useful data: case studies
Dr Daniel Dias, Founder, Route2
15:00 - 15:30: ESG AND DEFENCE STOCKS
ESG and defence stocks: the new paradigm
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Defining a defence stock
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When defence stocks are 'good'
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ESG ratings of defence companies
Anita McBain, Managing Director, Head of Sustainable Investment Research, Citi
15:30 - 16:00: NET ZERO
From ambition to action: creating net zero roadmaps across infrastructure portfolios
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Translating net zero goals into tailored roadmaps that are aligned with real-world operations
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Balancing decarbonisation efforts with risk management and long-term value creation
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Lessons learned from implementation
Julia Holm Kosulko, Head of Sustainability, Infranode