Conference / Seminar, Financial Reporting and Analysis, Sustainable Investing, Virtual Events & Programming

Carbon Quotient: Building Accountability for Net Zero Across the Investment Value Chain

Monday, September 20 | 12:00 PM - 1:30 PM

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Cvent Transition Guide

Overview

You’re invited to explore the development and the features of Carbon Quotient™ methodology with experts from accounting, institutional investors, and financial regulators. As a growing number of governments, global companies, and institutional investors rapidly commit to carbon neutrality or “net zero” by mid-century, Carbon Quotient™ (CQ), a new transition risk tool set, is well-positioned to meet the need for a comprehensive navigational tool to guide the journey towards net zero. 

CQ can be used to chart our course, show our past methodology and current positioning, and reroute us when we are off track by accurately measuring and reporting our current and predicted climate transition risks and opportunities. CQ works by measuring the transition risk inherent in physical assets that are the source of carbon emissions. By tracking and forecasting progress toward net zero ambitions, CQ is designed to build meaningful accountability of financial institutions and corporate managers for doing their part to deliver emissions reductions in the real economy. 

Agenda

12:00 PM | WELCOMING REMARKS

Adam Phillips, Co-Chair – Sustainable Investing Thought Leadership Group, CFA Society New York


12:05 PM| ESTABLISHING CONTEXT FOR FINANCIAL SECTOR GOAL SETTING AND ACCOUNTABILITY THROUGH THE VALUE CHAIN

Robert Schuwerk, Executive Director, North America, Carbon Tracker Initiative, Inc.


12:10 PM | PANELISTS ADDRESS THE FOLLOWING QUESTIONS

  • What are the greatest challenges you face in turning the ship towards a zero-carbon economy?
  • Which stakeholders are most important in terms of measuring performance, and?
  • How do you measure that performance over time?

BREAK


12:30 PM | PRESENTATION OF CARBON QUOTIENT

Greg Rogers, CPA, Founder, Eratosthenes


BREAK


12:40 PM | PANEL DISCUSSION

Moderator

Robert Schuwerk, Executive Director, North America, Carbon Tracker Initiative, Inc.

Panelists

Stathis Gould, Director, Advocacy, IFAC

Eugene Montoya,  Climate Intelligence Lead, Public Affairs, Sustainability Group, Wells Fargo & Company

Andrew Parry, Independent Investment Management Practitioner

Samantha Ross, Founder, AssuranceMark

Anne Simpson,  Managing Investment Director, CalPERS, Climate Action 100+


1:20 PM |  Q&A


1:30 PM | CLOSING REMARKS

Henrik Jeppesen, CFA, Co-Chair – Sustainable Investing Thought Leadership Group, CFA Society New York

Additional Details

Learning Outcomes

  • Learn to analyze climate change risk  
  • Calculate and interpret financial risks from climate change for issuers and investors 
  • Discuss and determine how certain asset risks can impact valuation