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until Ethical Finance 2020


Ethical Finance 2020 (EF2020) convened the world’s foremost business, political, civic and social leaders for a virtual summit to network, share, co-develop and shape a fairer, more sustainable financial system. The annual Ethical Finance summit is organised by the Global Ethical Finance Initiative (GEFI), which coordinates a series of programmes to promote finance for positive change.

It is now widely recognised that the financial services sector has a fundamental role to play in delivering universally supported targets such as the Paris Agreement and the UN’s Sustainable Development Goals, as well as supporting economic recovery from the COVID-19 pandemic. However, despite its potential, the current financial system can be a cause – rather than a solution – to some of the pressing challenges our planet and its people currently face. Ethical Finance 2020 will explore how the finance services can support inclusive economic growth without depleting natural resources or leaving anyone behind.

Ethical Finance 2020 was hosted on EFx, the new home of the leading ideas in sustainable and responsible finance. Visit EFx now!

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Agenda - click session titles to view

Banking: challenges & opportunities

The first day of the virtual summit focused on banking and the climate. It looked at the risks, challenges and opportunities posed by the climate crisis, and feature contributions from leaders in the fields of banking and climate change mitigation, discussing their experiences and views of the future.

Climate Action – Path to Net Zero
Global banking leaders
Green Finance Charter
Principles for Responsible Banking
Leadership During a Time of Crisis

Banking: technical challenges, regulation & cooperation

The second day of the virtual summit focused on banking, and the upcoming COP26 summit. It looked in particular at issues surrounding measurement of social and environmental impact, and the technical challenges this poses, featuring contributions from central banks, commercial banks, regulators and multilateral institutions.

Lessons from COP21
Climate finance
Finance for Nature
Looking to COP26
Accounting for sustainability

Investment: challenges & opportunities

The third day of the virtual summit featured leaders from the world of investment. They discussed their perspectives on the biggest challenges facing the industry, and the opportunities going forward, as well as looking to understand the deeper implications of COVID-19, and the role for venture capital to create a better world.

Radical uncertainty & investing
Global investment leaders
Bonds With Purpose
Principles for Responsible Investing
The Mission Vision

Investment: greenwashing, campaigning & institutional perspectives

The final day of the virtual summit focused on investment and public engagement. It asked how big the greenwashing challenge is for the industry, as well as speaking to leading public campaigners about their experiences democratising finance. It concluded with a session focusing on large public sector pension funds and their role in the world of responsible investment.

Environmental & social bonds
Comprehensive Corporate Reporting
Make My Money Matter
Asset owners & sustainability (Part 1, Part 2)


Manuel Pulgar-Vidal

Climate & Energy Global Practice Leader, WWF

Manuel Pulgar-Vidal is WWF's Climate & Energy Global Practice Leader, a former Environment Minister of Peru and Chair of COP20.

Fiona Reynolds

Fiona Reynolds

CEO, Principles for Responsible Investment (PRI)

Fiona Reynolds is CEO of the PRI, a UN-supported organisation which aims to create a sustainable global financial system.

Kate Forbes, MSP

Cabinet Secretary for Finance, Scottish Government

Kates Forbes is a Member of the Scottish Parliament for the SNP, and serves as Cabinet Secretary for Finance in the Scottish Government.

Keith Skeoch

Chair, Aberdeen Standard Investments Research Institute

Keith is the Chair of Aberdeen Standard Investments Research Institute, having recently stepped down as group CEO.

Alison Rose

Chief Executive, NatWest Group

Alison is Chief Executive of The NatWest Group, having worked at NatWest for more than 27 years since joining as a graduate.

Dame Susan Rice

Chair, Banking Standards Boards and GEFI Global Steering Group

Dame Susan Rice is the Chair of the UK's Banking Standards Board and Chairs the GEFI Global Steering Group

Eric Usher


Eric is the head of UNEP FI, the United Nation Environment Programme, Finance Initiative

Anne Simpson

Interim Managing Investment Director (Board Governance & Sustainability), CalPERS

Anne is the Interim Managing Director (Board Governance & Sustainability) at CalPERS, the California Public Employees' Retirement System.

Professor Heather McGregor

Executive Dean, Edinburgh Business School, Heriot-Watt University

Heather is the Executive Dean of Edinburgh Business School at Heriot-Watt University.

David Pitt-Watson

David Pitt-Watson

Investor & Visiting Fellow, Cambridge University

David is a leading thinker & practitioner in responsible investment.

Michael Moe

CEO & Founder, GSV

Michael Moe is the founder and CEO of GSV, a growth focused investment platform based in Silicon Valley

Chris Stark

CEO, Committee on Climate Change (CCC)

Chris Stark is the Chief Executive of the Committee on Climate Change (CCC), the UK's independent authority on tackling climate change

John Kay

Author & Economist

John Kay is an economist whose career has spanned the academic world, business and finance, and public affairs.

Peter Blom

CEO, Triodos Bank N.V.

Peter is the CEO of Triodos Bank N.V.

Omar Shaikh

Managing Director, Global Ethical Finance Initiative

Omar is the Managing Director of the Global Ethical Finance Initiative

Modupe Ladipo

Managing Partner, Prosperar Development Consulting

Modupe Ladipo is a financial inclusion expert and financial sector development specialist with over 25 years’ experience.

Erika Karp

CEO, Cornerstone Capital Group

Erika Karp founded Cornerstone Capital Group to bring finance and economics together for a more regenerative and inclusive capitalism.

Simon Thompson

Chief Executive, Chartered Banker Institute

Simon is the Chief Executive of the Chartered Banker Institute

Rafe Haneef

Chief Executive Officer, Group Transaction Banking at CIMB

Rafe Haneef has been CEO of Group Transaction Banking at CIMB, and has 20 years experience across law, banking and asset management.

Nigel Topping

UK's High-Level Climate Action Champion

Nigel Topping is the UK's High-Level Climate Action Champion, appointed by the UK Prime Minister in January 2020.

Charles Haresnape

CEO, Gatehouse Bank

Charles Haresnape is the CEO of Gatehouse Bank, a Shariah-compliant UK challenger bank.

Jamison Ervin

Manager, Nature for Development

For nearly 30 years, Jamison’s career has focused on the intersection of nature and development. She has worked with UNDP since before 2009.

Margret Trilli

CEO & CIO, ImpactAssets

Margret's 25-year career includes executive leadership, investment and operating roles for large and small companies.

James Talbot

Director (International Department), Bank of England

James has been Director of the International Department at the Bank of England since 2016.

Barbara Buchner

Global Managing Director, Climate Policy Initiative

Barbara is heads CPI and its widely renowned Climate Finance program. She has been named in the 20 most influential women in climate change.

Dr. Rhian-Mari Thomas

Chief Executive, Green Finance Institute

Dr. Rhian-Mari Thomas was awarded an OBE for services to green banking and is chief executive of the Green Finance Institute.

James Anderson

Partner, Baillie Gifford

James has been the Manager and then Joint Manager of Baillie Gifford's Scottish Mortgage Investment Trust since 2000.

George Littlejohn

Senior Adviser at the Chartered Institute for Securities & Investment (CISI)

George is now the Senior Adviser at the Chartered Institute for Securities & Investment (CISI)

Richard Curtis

Filmmaker & Co-founder, Make My Money Matter

Love Actually and Bridget Jones director Richard Curties recently founded the Make My Money Matter campaign to democratise pensions.

Dr Bandar Hajjar

President, IsDB Group

Dr Bandar has driven the IsDB towards significant reform, making the organisation more globally facing.

David Hickey

Portfolio Manager & ESG Lead, Lothian Pension Fund

David manages Lothian’s European Equity portfolio, and leads the Fund's work on responsible investment.

Clare Foster

Partner, Shepherd + Wedderburn

Clare is a partner in the banking team and is head of Clean Energy at S&W.

Michele Giddens

Co-CEO and Founding Partner, Bridges Fund Management

Michele co-founded Bridges in 2002 and plays a key role in the growth of the impact investing movement in the UK.

Saker Nusseibeh, CBE

CEO, International, Federated Hermes

Saker is CEO of the international business of Federated Hermes, appointed November 2011, having joined in June 2009 as CIO.

Kaisie Rayner

Sustainable Investment Lead, Royal London

Kaisie is the Sustainable Investment Lead at Scottish Widows, and Commissioner of the Edinburgh Climate Commission.

Prof. Michael Mainelli

Executive Chairman, Z/Yen Group, and Alderman & Sheriff of the City of London

Eila Kreive

Head of Capital Markets, European Investment Bank

Eila is a Director at the European Investment Bank, and is Head of Capital Markets

Simon Culhane

Chief Executive of the Chartered Institute for Securities & Investment

Simon Culhane was appointed Chief Executive of the Chartered Institute for Securities & Investment in May 2004

Mark Van Ness

Founder, Real Leaders

Mark is the founder of Founder of Real Leaders magazine.

Leonie Schreve

Global Head Sustainable Finance, ING

Leonie leads ING's Global Sustainable Finance Team

Charles Munn

Board Member, EPFA

Charles Munn is an ethical finance veteran and Board Member of the European Financial Planning Association

Scott Forrest

Head of Capital Strategy, The Royal Bank of Scotland

Scott is Head of Capital Strategy at The Royal Bank of Scotland, part of NatWest Group

Hasan Al Jabri

CEO, SEDCO Holding Group

Hasan Al Jabri has been CEO of SEDCO Holding Group since April 2018, and has over 35 years of banking experience in senior positions.

Samer Abu Aker

CEO, SEDCO Capital

Samer Abu Aker is the CEO of SEDCO Capital. Since joining the Firm in 2011 he has also held the positions of COO and CFO.

Andrew Cave

Head of Governance and Sustainability, Baillie Gifford

Andrew is the Head of Governance and Sustainability at Baillie Gifford.

Anne Adrain

Head of Sustainability and Assurance, ICAS

Anne is the Head of Sustainability and Assurance at the Institute of Chartered Accountants of Scotland.

Louise Pryor

President-Elect, Institute and Faculty of Actuaries

Louise is a renowned climate actuary and President-Elect of the Institute and Faculty of Actuaries

Alex Smith

Acting Head of Department, Strategic and Cross-cutting Policy, Financial Conduct Authority

Alex is Acting Head of Department, Strategic and Cross-cutting Policy at the Financial Conduct Authority, and specialises in governance.

Diandra Soobiah

Head of Responsible Investment, NEST

Diandra is Head of Responsible Investment at the National Employment and Savings Trust, the UK's largest autoenrolment pension provider.

Amy Clarke

Chief Impact Officer for Tribe Impact Capital and GEFI Global Steering Group

Amy is a co-founder of and Chief Impact Officer at Tribe Impact Capital, a leading impact investor.

George Hay

Associate Editor - Breakingviews, Thomson Reuters

George Hay covers commodities, the Middle East and general financial policy issues for Breakingviews

Manuela Sperandeo

Head of Smart Beta, Sustainable and Thematic ETFs, BlackRock

Manuela Sperandeo, Managing Director, is EMEA Head of Smart Beta, Sustainable and Thematic ETFs for EII at BlackRock.

Farmida Bi

Chair (Europe, Middle East and Asia), Norton Rose Fulbright

Farmida Bi is Norton Rose Fulbright EMEA Chair and European Head of Islamic Finance.

Gail Hurley

Consultant, Global Ethical Finance Initiative

Gail is an expert on finance for development, specialising in blue finance focused on oceans.

Graham Burnside

Senior Advisor, Global Ethical Finance Initiative

Graham is a GEFI Senior Advisor and leading finance lawyer in Scotland, having created Scotland's first Islamic mortgage

Thom Kenrick

Head of Social Strategy & Impact, NatWest Group

Thom is Head of Social Strategy & Impact at NatWest Group

David Jenkins

Global Head of Sustainable Finance, Corporate & Institutional Banking, NAB

David leads NAB’s Sustainable Finance team has been active in sustainable debt financing for over 10 years.

JB Beckett

Author, New Fund Order

JB Beckett is the author of New Fund Order and a member of the Independent Advisory Committee for Royal London.

Jill Jackson

Managing Director, The Big Exchange

Jill Jackson is the Managing Director of The Big Exchange

Johan H. Andresen

Chair, Council on Ethics, Norwegian Government Pension Fund Global

Johan H. Andresen is Chair, Council on Ethics, Norwegian Government Pension Fund Global

Jeffrey Hales

Chair of the SASB Standards Board

Jeffrey Hales serves as the Chair of the 9-person Standards Board at SASB

Rebecca Jones

Founder, New Money

Rebecca Jones is the founder of New Money and a financial journalist, who has worked with the Make My Money Matter campaign

EF2020 Keynotes

Over 1,000 delegates from around the world came together to network, share, co-develop and shape a financial system that delivers social, economic or environmental impact.

Download the Ethical Finance 2019 Summary Report

Download Now


Strategic Partners

Scottish Government




Interested in Sponsorship Opportunities?

There are an exciting range of sponsorship opportunities available to work with GEFI throughout the year. We are happy to work with you to tailor sponsorship packages to suit your marketing objectives and budget.

For Sponsorship, Media and Supporter opportunities please contact events@pathtocop26.com.


Ethical Finance 2020 will be attended by over 1,000 senior representatives from 300+ companies and organisations from across the globe. As well as asset owners, banks and asset managers, the conference will be attended by governments, regulators, multi-lateral agencies, academics and representatives from a wide range of organisations engaged in the ethical finance sector. In light of our move to a virtual summit, we have decided to offer free access for all attendees in order to facilitate the delivery of genuine impact.

Please note that some digital content may also be offered on a paid-for or membership basis. Attendees can request refunds for any paid add-ons up to 30 days before the event start date.