Inclusive Capitalism at Work Conference March 2018

09 Mar 2018

Location: London, UK Mansion House

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General

As an extension of our efforts to galvanize commitments to action, we hosted the inaugural invite-only Inclusive Capitalism at Work conference on 9th March 2018. We were truly honored to have the continued support of the City of London to co-host this event at Mansion House, in London.

Inclusive Capitalism at Work brought together forward-thinking practitioners from the business and investment community to focus on how Inclusive Capitalism is operationalized within their organizations. This year’s overarching theme revolved around measurement and reporting with a special emphasis on management innovations. It was highly interactive, drawing on the best execution strategies from industry experts while also engaging all participants in thought discussions about challenges and viable solutions.

Participants

  • Jonathan Bailey
  • Hywel Ball
  • Urs Bitterling
  • Tracy Blackwell
  • Frank Blasio – Director of Thought Leadership
  • Alderman Charles Bowman
  • Clare Chapman
  • Paul Druckman
  • Professor Robert G Eccles – Visiting Professor of Management Practice, Saïd Business School, University of Oxford
  • Christian Heller
  • Richard Howitt
  • Professor John Kay
  • Professor Colin Mayer
  • Alexander McCobin – Chief Executive Officer, Conscious Capitalism
  • Becky Pearce
  • David Pitt-Watson
  • Lady Lynn Forester de Rothschild – Founder and Chief Executive
  • Mark Wiseman – Global Head of Active Equities, BlackRock

 

Agenda

7:45 am   Registration
8:20 am   Welcome Remarks

The Rt Hon, The Lord Mayor of the City of London

8:30 am   Keynote Introduction
8:50 am   Setting the Scene

Lady Lynn Forester de Rothschild,Founder and Chief Executive, Coalition for Inclusive Capitalism

9:00 am   Leading the Charge for Inclusive Capitalism

Global economic and social shifts coupled with the erosion of trust in business have been catalysts in reshaping the role that business plays in society. In today’s age, there is a growing need for business leaders to rethink the purpose of their organization to create long-term value for their stakeholders. To drive these changes, how do capital market participants lead the charge for the Inclusive Capitalism movement?

Tracy Blackwell, Chief Executive Officer and Director, Pension Insurance Corporation 

9:20 am   Management Innovations

Panellists will discuss approaches to Inclusive Capitalism that have been practised by asset owners, managers and creators and describe different forms of performance measurement and reporting that are being adopted. They will consider the evidence on the success of these innovative management techniques and the role that the different parts of the investment chain can play in supporting them.

Clare Chapman, Non-Executive Director and Remuneration Chair, Kingfisher

Paul Druckman, Member of the Board, UK Financial Reporting Council

Robert Eccles, Visiting Professor of Management Practice, Saïd Business School, University of Oxford

David Pitt-Watson, Investor

Moderator: Colin Mayer, CBE, Peter Moores Professor of Management Studies, Saïd Business School, University of Oxford

10:05 am Coffee Break
10:35 am The Embankment Project for Inclusive Capitalism

The Embankment Project for Inclusive Capitalism is an 18-month proof of concept to identify comparable outcome-based metrics that reflect a company’s long-term value creation. Project participants will discuss the challenges and opportunities of developing standardized and comparable metrics that are meaningful across the investment value chain.

Jonathan Bailey,Head of ESG Investing, Neuberger Berman

Urs Bitterling, Senior Manager Corporate Responsibility / ESG, Allianz SE

Christian Heller, Senior Manager Corporate Sustainability Strategy, BASF

Becky Pearce, Investor Relations Director, Unilever

Moderator: Hywel Ball, Managing Partner, Assurance, UK & Ireland, EY

11:30 am Working Session – Context and Setup

Building from the Management Innovation & Embankment Project Panels, facilitators will explore what it means to create value for stakeholders. Participants will be divided into clusters with a mix of asset managers/owners and asset creators (along with other experts and participants). Each cluster will explore categories of value through the lens of a given stakeholder.

11:50 am Working Session – Stakeholder Value

Each cluster will explore opportunities for value creation across four dimensions: financial, human, consumer and societal (including environmental). They will focus on value creation from the perspective of one of three stakeholders: investors, employees, and customers.

12:30 pm Lunch
1:20 pm   Lunchtime Fireside Chat

Lady Lynn Forester de Rothschild,Founder and Chief Executive, The Coalition for Inclusive Capitalism

Mark Wiseman, Global Head of Active Equities, Blackrock

1:40 pm   Working Session – Taking Action

Groups will continue to work with their specific stakeholder lens from the earlier session. Each group will receive a real-world scenario that’s relevant to their given stakeholder. Based on the scenario, each group will generate potential practices to overcome the challenge and identify metrics to measure progress.

2:10 pm   Working Session – Scenario Synthesis

Facilitators will gather top highlights from each table—stakeholder outcomes, actions and metrics—to help surface the top outputs from the day.
2:30 pm   Reporting of Workshop Session Results

Participants from each group will share back highlights from each section (stakeholder perspective, practices, metrics) with the broader group.

Frank Blasio, Director of Thought Leadership, Coalition for Inclusive Capitalism

Richard Howitt, Chief Executive Officer, International Integrated Reporting Council

Rajiv Joshi,Managing Director, The B Team

Alexander McCobin, Chief Executive Officer, Conscious Capitalism

Moderator: Colin Mayer, CBE, Peter Moores Professor of Management Studies, Saïd Business School, University of Oxford

3:30 pm   Working Session – Next Steps

With the learning from afternoon activities, each participant will be asked to reflect on where they are today as an organization, and where they might take action following the conference.

3:45 pm   Coffee Break
4:15 pm   Summary

In bringing together various discussions throughout the day, Professor Colin Mayer will review the critical points that both organizations and leaders need to address and set the challenge of a call to action, encouraging the participants to commit to the actions that they have identified.

Colin Mayer, CBE, Peter Moores Professor of Management Studies, Saïd Business School, University of Oxford

4:30 pm   Closing Keynote

John Kay, Economist

5:00 pm   End of Conference

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