2026 Agenda

Table Topic 1: What Investment Managers Need to Know About Sustainability Regulation in 2026

Trysha Daskam-Smith, Managing Director | Head of Sustainability Risk & Strategy, Silver Regulatory Associates

Join us for a practical discussion on the sustainability regulations that are influencing fund strategy and disclosure in 2026 and beyond. We will examine the proposed changes to SFDR and what they mean for fund formation, fund classification and disclosure obligations. This conversation will also cover the UK anti-greenwashing rule and its implications for marketing language, fund naming and the substantiation investors expect behind sustainability claims. We will also review key updates in the United States and share our expectations for 2027, including how managers address sustainability disclosures when exposed to multiple regulatory regimes and varying investor pressures. Participants are encouraged to bring questions on how changing sustainability regulations may affect their reporting practices, and will leave with a clearer view of where to focus their attention over the next 18 months.

Table Topic 2: The Impact of Collaborative Stewardship

Charles Buck, CEO, United Church Funds

As asset allocators seek to invest in alignment with their mandates and long-term objectives, collaborating with fellow investors can amplify stewardship efforts, enhance engagement outcomes, and encourage companies to adopt stronger, more sustainable business practices. We’ll explore both the opportunities and complexities of collaborative stewardship, including how investors can build alignment around shared priorities, navigate practical and regulatory considerations, and increase their collective influence while upholding their fiduciary responsibilities.

Table Topic 3: Envisioning the Future of Impact Investing

Jennifer Katz, Director, Investments and Head of Mission-Aligned Investing, Doris Duke Foundation

This discussion will explore the trajectory of the impact investing field and imagine what the opportunity set might look like in 10 years.

Table Topic 4: Financing a Just and Inclusive Energy Transition

Sarah Bieber, Director of Climate Strategy, Acumen

The energy transition is accelerating, but the benefits of clean energy are not yet reaching everyone equally. For low-income and climate-vulnerable communities, access to affordable, reliable energy can be both a pathway out of poverty and a critical source of climate resilience. This discussion will explore how we can mobilise the capital, innovation and partnerships needed to deliver a more inclusive energy transition. Drawing on Acumen’s experience investing in clean-energy enterprises in emerging markets, the conversation will examine the role of catalytic and private capital, the barriers facing entrepreneurs serving underserved markets, and what it will take to scale solutions that simultaneously advance climate goals, energy access and economic opportunity

Table Topic 8: Responsible AI Buildout

Natalia Costa i Coromina, Senior Associate, Impact, Energy Impact Partners

Esteemed Speakers include

Meghan Pasricha, Partner, Credit and Capital Solutions, Galvanize Climate
Anju Suresh, CFA, Vice President, Portfolio Manager & Impact Investing Specialist, Glenmede Endowment & Foundation Management
Katie Twomey, SVP, Finance & Operations Illumen Capital

Further Table Topics to be announced