The oikos Conference is the oldest project of oikos St. Gallen and has made a difference in economics and management since 1989 by bringing students together to work with experts and professionals from around the world.
The next oikos Conference takes place on October 13, 2017 on the topic Sustainable Investment.
.WHAT?The aim of the conference is to sensibilize students on the different perspectives of Sustainable Investment, its development and its challenges and enable them, to discuss this topic with experts and practitioners..HOW?
Our 3 objectives structure the entire conference as:
- Informative: Selected company presentations (speeches).
- Interactive: Real-life practical case studies (workshops).
- Fostering debate: Active discussion with different practice partners (panel discussion).
- Attendees: around 50 local participants (HSG and its surroundings), 100 international students and 50 oikos alumni.
- Practice partners & companies: stakeholders from different sectors engaged in sustainable investment.
The Program is tentative and subject to change. Speakers will be updated as they are confirmed.
08:00 Welcoming and Registration 09:00 Key Note Speech
Sustainable Investments as a Catalyst for Change
Speaker: Sabine Döbeli (CEO - Swiss Sustainable Finance)
09:45 Input Speech
Sustainable Investment: Hype or on the way to Mainstream?
Speaker: Reto Ringger (CEO & Founder - Globalance Bank)
10:30 Break 11:00 Input Speech
Speaker: Nico Frey (Account Director Corporate Relations - WWF)
11:45 Input Speech
Investment Strategy: How Allianz integrates ESG into its Investment Portfolios
Speaker: Sona Stadtelmeyer-Petru (ESG & Responsible Investing - Allianz)
12:30 Lunch 14:00 Workshops 1. Credit Suisse: A practical view on how a Global Bank approaches Sustainable Investment and how it is implemented for different client types
2. RobecoSAM: Sustainability Integration in Equity Analysis
3. Safra Sarasin: Impact Investing across Asset Classes
4. Prof. Dr. Sebastian Utz - Trading Simulation
16:30 Break 17:00 Panel Discussion
Future Developments and Challenges of Sustainable Investments
Amandine Favier (Senior Advisor Sustainable Finance - WWF)
Benoît Lallemand (Secretary General - Finance Watch)
Caroline Flammer (Assistant Professor - Boston University)
Yvonne Suter (Head Sustainable Investment - Credit Suisse)
Michael Diaz (Head Investing - Alternative Bank Schweiz)
Chief Executive Officer
Swiss Sustainable FinanceSabine Döbeli is the CEO of Swiss Sustainable Finance, an association that was founded in 2014 with the objective of promoting sustainability in Swiss finance. Previously, she was Head of Corporate Sustainability Management at Vontobel. At Zürcher Kantonalbank she built up the sustainability research unit within the financial analysis department and was involved in the launch of various sustainable investment products. Sabine holds a Masters in Environmental Sciences from the Swiss Federal Institute of Technology (ETH) Zurich and a post-graduate degree in business administration from the University of Basel.
Founder & Chief Executive Officer
Globalance Bank Ltd.Reto Ringger is an entrepreneur who is active at the junction between the financial markets and sustainability. In 2011 he founded Globalance Bank Ltd., which today he leads as its CEO. Globalance Bank is an owner-run Swiss Private bank with a future-oriented business model. Before starting Globalance Bank, Reto founded SAM Group (Sustainable Asset Management) in 1995. In collaboration with Dow Jones, SAM launched the Dow Jones Sustainability Index. Reto Ringger has received various awards for his entrepreneurial activities. He holds a degree in economics (lic. oec. pulb.) from the University of Zurich. He is a member of the Executive Committee of the Club of Rome and was Chairman of the Board of Trustees of WWF Switzerland from 2012-2016.
Senior Advisor Sustainable Finance
WWFAmandine Favier is Senior Advisor Sustainable Finance for World Wide Fund For Nature (WWF), the biggest environment organization in Switzerland founded in 1961 in order to build a future in which people live in harmony with nature. She works on projects in the fields of sustainable finance to improve the environmental performance of financial institutions and the integration of sustainability within investment decisions. She is also lecturer at the University of St. Gallen and the university of Zürich . Amandine Favier holds a master in business administration and economics from the Copenhagen Business School and a master in Management from EM-LYON business school.
Finance WatchBenoît Lallemand is the Secretary General of Finance Watch, an independent non-profit Members’ association set up in 2011 to act as a public interest counterweight to the powerful financial lobby. He is an expert in market infrastructure, asset servicing and data reporting and has ten years' experience in the clearing and settlement industry, most recently as senior internal consultant at Euroclear. Furthermore, he also has roots in the NGO world as a co-founder of ATTAC-Bruxelles in 1999. Benoît Lallemand holds a Master’s Degree in Philosophy and International Affairs from the Université libre of Brussels.
Boston University Questrom School of BusinessCaroline Flammer is an assistant professor of strategy and innovation at Boston University. Her research interests are in competitive strategy at the intersection of corporate governance, corporate social responsibility, impact investing, and innovation. Caroline has published in leading academic journals and is the recipient of several prestigious awards including the 2015 Alliance for Research on Corporate Sustainability (ARCS) Emerging Scholar Award, the 2013 Moskowitz Prize for Best Paper in Socially Responsible Investing, and most recently the 2016 Investor Responsibility Research Center (IRRC) Institute Research Award. Before joining Boston University, she was a faculty at Ivey Business School and a postdoctoral researcher at MIT Sloan School of Management. She holds a PhD in economics from the University of St. Gallen in Switzerland.
Head of Sustainable Investment
Credit SuisseYvonne Suter is Head of Sustainable Investment at Credit Suisse. The team advises private clients, charitable foundations and institutional clients who want to manage their wealth sustainably. In addition, she manages the Sustainable Investment Steering Committee and its working group to further advance Sustainable Investment within the bank.
She joined Credit Suisse in 2005 as a Senior Consultant in the Inhouse Consulting Team of Corporate Development where she managed strategic projects across the bank for the Executive Board. Yvonne holds a Master Degree in International Affairs and Governance from the University of St.Gallen, is member of the Council ofUniversity of St.Gallen and member of a cantonal parliament.
Alternative Bank SchweizMichael Diaz is a member of the management board and is responsible for the investing department of Alternative Bank Schweiz (ABS), the largest social bank in Switzerland which emphasizes ethical principles and transparency instead of maximum profits. Prior to this, he started his professional career with a large Swiss bank and spent a total of 15 years in the field of responsible investing in various functions and positions. Mr. Diaz holds a Master Degree of Arts in Business Administration and another in Applied Ethics, both from the University of Zurich.
Bank J. Safra Sarasin
Impact Investing across asset classesThis workshop focuses on the evolving topic of impact investing solutions across asset classes, e.g. microfinance, green bonds, listed equities. The students will also get a chance to define and put together their preferred impact portfolios.
Bank J. Safra Sarasin is owned by the Safra family who are fully committed to private banking and asset management. It is represented in over 25 locations in Europe, Asia, the Middle East and Latin America.
Pierin Menzli has 15 years of experience in institutional asset management with a focus on sustainable investing. He joined Bank J. Safra Sarasin as Head of Sustainable Investment Research in 2013.
Held by Pierin Menzli (Head Sustainable Investment Research)
Sustainability Integration in Equity AnalysisThis workshop consists of an introduction to the integration of
sustainability aspects into the financial evaluation of equities. In a case study focusing on the current opportunities and challenges the automotive industry is facing, participants will be asked to elaborate investment cases using financial information, sustainability, rating and industry trends as well as evaluating the impact of recent controversies.
Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, impact analysis and investment, sustainability assessments, and benchmarking services. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices(DJSI) as well as the S&P ESG Factor Weighted Index Series, the first index family to treat ESG as a standalone performance factor using the RobecoSAM Smart ESG methodology.
Held by Jvan Gaffuri (Director – Senior Management Sustainability Services)
A practical view on how a global bank approaches Sustainable Investment and how it is implemented for different client typesDuring this workshop, you will get an insight into how sustainable investment is defined, the different client types we advise as well as our offering at Credit Suisse. Through a practical case study, you will learn how different investor profiles can align their portfolios with their individual values and objectives.
Founded in 1856, Credit Suisse has a global reach with operations in about 50 countries and 47,170 employees from over 150 different nations. As part of its comprehensive wealth management offering, Credit Suisse provides its clients with access to a broad range of sustainable investment opportunities.
Held by Yvonne Suter (Head of Sustainable Investment)
Prof. Dr. Sebastian Utz
Sustainable Investment – Trading SimulationThis workshop focuses on different approaches of sustainable investments. Participants will get the chance to discuss specific sustainable portfolio strategies and to implement their individual sustainability fund according to a given sustainability strategy in a trading simulation.
Sebastian Utz is an Assistant Professor at the School of Finance of the University of St. Gallen. He holds a master’s degree in mathematics from the University of Augsburg, he obtains his Ph.D. in finance from the University of Regensburg in 2012, and he was a visiting research scholar at the Department of Banking and Finance at the Terry School of Business at the University of Georgia. His focus research areas are impact investing, sustainable finance, and portfolio optimization.
Held by Prof. Dr. Sebastian Utz (Universität St. Gallen)
The Conference Venue: University of St. Gallen (HSG)The University of St. Gallen is not only widely regarded as one of the best business schools in Europe, it’s also the birthplace of oikos! There couldn’t be a better venue to celebrate the 30th anniversary of oikos. What’s more, the university is a fine example of the 1960s béton brut architecture. The oikos Conference will use the well-equipped university “Aula”.Campus LifeAerial View
Sources: https://youknow.ch/nachhilfe_st_gallen and http://www.skyscrapercity.com/showthread.php?t=1163565&page=42
oikos Conference Team
Photo Credit: Ⓒ Stuermer Foto