Brought to you by J O Hambro
Capital Management
Brought to you by J O Hambro
Capital Management
Water and waste are a story as old as time. There’s no economy without water and no sustainable economy without waste management. We believe in the power of this perpetual opportunity and therefore brought Bertrand Lecourt and Saurabh Sharma to Regnan, the impact investing arm of J O Hambro Capital Management in 2021.
Please join us virtually on Wednesday 30 March where Bertrand and Saurabh will share their vision for the future of sustainable investing, discuss how COVID has changed the outlook for the water and waste sectors and talk about their experiences of the first 6 months of running the Regnan Water and Waste strategy.
They will be joined by a special guest keynote speaker, Mike Barry. Mike Barry is an award winning sustainability leader and was head of sustainability at M&S. He led their change management programme, spearheading initiatives in net zero, sustainable energy and zero waste to landfill. He will provide an insight into his work with a particular focus on waste management.
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You can access the live stream via the button below. Once you have submitted your details you will get straight into the live event.
Join live event| Time | Topic | Speaker |
|---|---|---|
| 9.30am – 9.45am | Welcome and Intro Water and waste are a story as old as time. There’s no economy without water and no sustainable economy without waste management. We believe in the power of this perpetual opportunity. Join us to hear more! |
Gavin White Head of UK Intermediary Sales |
| 9.45am – 10.10am | Why water and waste? Saurabh Sharma, portfolio manager will take us through the investment opportunity we see in water and waste. He will explain the key differentiators of the strategy and why we believe that investing in just water as a theme is not enough and the benefits of adding waste to this investment strategy. In addition, he will provide our latest outlook on water and waste for 2022 and how COVID has moved the agenda. |
Saurabh Sharma Fund Manager |
| 10.10am – 10.25am | What makes Regnan special? Regan is the impact investing arm of J O Hambro Capital Management. Oshadee will provide an insight into what makes Regnan special and how the wider expertise within Regnan supports our impact investing strategies. |
Oshadee Siyaguna Senior ESG Analyst |
| 10.25am – 10.50am | Live Q&A; Bertrand Lecourt in conversation; reflections on 6 months of Water and Waste 6 months after the launch of his first strategy and 12 months after joining our Head of Thematic Investing Bertrand Lecourt will be joined by Gavin White to discuss his experiences running the strategy for the last 6 months, how we have performed and what he is trying to achieve. |
Bertrand Lecourt Senior Fund Manager Gavin White Head of UK Intermediary Sales |
| 10.50am – 11.15am | Mike Barry, Keynote Mike Barry is an award winning sustainability leader and was head of sustainability at M&S. He will provide an insight into how he managed their approach to waste and zero waste to landfill and the opportunity this presents for investors. |
Mike Barry Former Director of Sustainable Business, Marks & Spencer |
| 11.15am – 11.20am | Final remarks and close | Gavin White Head of UK Intermediary Sales |
21 years of industry experience, joined JOHCM in July 2006.
Gavin is Head of UK Intermediary Sales. In addition to maintaining his London and regional relationships he has specific responsibility for formulating sales strategy for the UK Sales team, as they endeavour to broaden the firm's links with intermediaries. Prior to joining JOHCM, Gavin spent six years at Credit Suisse Asset Management, where latterly he was Intermediary Sales Executive covering both discretionary and non-discretionary clients throughout the UK. Gavin holds a BA (Hons) in Economics from the University of Leicester and the Investment Management Certificate.
22 years of industry experience, joined JOHCM in April 2021
He is Senior Fund Manager on the Regnan Sustainable Water and Waste strategy. Previously he was a Portfolio Manager at Fidelity International, where he launched and managed the Fidelity Funds - Sustainable Water & Waste Fund. Prior to joining Fidelity International in 2018 Bertrand was a Portfolio Manager at Polar Capital and the founder and CIO of Aquilys Investment Management. Before moving to the buyside, Bertrand was Head of Equity Research, France at Deutsche Bank and a utilities analyst at Dresdner Kleinwort Benson and Goldman Sachs. He holds an MSc in International Finance from HEC School of Management, France, an MSc in Money, Banking and Finance from Birmingham University, UK, and a DEA in Monetary Economics from Orleans University, France.
11 years of industry experience, joined JOHCM in April 2021.
Saurabh is part of the Thematic Investing strategy at Regnan. He is a Fund Manager on the Regnan Sustainable Water and Waste strategy. He joined Fidelity in 2014 as a Product Specialist before becoming an Assistant Portfolio Manager in February 2020. He has also held equity research analyst roles at Moody's Analytics and GlobalData. Saurabh has an MBA in Finance from IBS Hyderabad School in India and is an CAIA and ICFAI Charterholder.
Oshadee commenced at Regnan as an ESG analyst in 2015.
He is responsible for stock level assessment and engagement, as well as research into ESG themes and issues. Prior to joining Regnan Osh was Assistant Vice President at PolitEcon Research where he conducted research into ESG integration with a focus on sustainable investing. He has also interned at the UNEP Finance Initiative, providing support for sustainable supply chain and climate change adaptation projects.
Osh holds a Master of Arts in Environmental Management and Sustainability and a Postgraduate Diploma in International Development and Environmental Analysis, both from Monash University. He has also studied at Coventry University (UK), obtaining a Master of Science in Finance and a Bachelor of Engineering (Civil).
Mike Barry is committed to helping businesses big and small, new and established, to prepare for and succeed in the great sustainability disruption that will wash through the economy in the 2020s. He has worked with organizations such as Unilever, SAP, Grosvenor, GSK, Nestle, Reiss, Nomad Foods, the Climate Pledge, the Environment Agency, Royal Society of Chemistry, British Retail Consortium, Food and Drink Federation, Rentokil, Skipton Building Society, Bord Bia and Climate Action.
Mike was until 2019 Director of Sustainable Business at Marks & Spencer, spearheading its ground-breaking Plan A (because there is no Plan B for the one planet we have) sustainability programme. He co-chaired the Consumer Goods Forum’s sustainability work bringing the world’s largest retailers and fast-moving consumer goods brands together to work on issues such as deforestation, plastics and forced labour. He is a Senior Associate at the Cambridge Institute for Sustainability Leadership and a Trustee at Blueprint for Better Business.
Brought to you by J O Hambro
Capital Management