For professional investors only

Energy Transition: Research, Stewardship & the Road to Net Zero

Thursday, 20 November 2025 - Eventspace at Salisbury House, 114 London Wall, London, EC2M 5QD, 12.00 - 19.00 GMT

Event Information

Join us for an afternoon where we discuss one of the most critical themes shaping markets and portfolios today: the energy transition. We will explore why this topic is central to our investment thinking, and share headline findings from our latest research, bringing in perspectives from our own experts and from external speakers.

You will also get a chance to interact with Columbia Threadneedle’s senior investment team and research specialists, as well as your peers in the industry.

Registration

Agenda

12.00 - 12.50	Registration and sandwich lunch on arrival

12.50 - 13.10	Introduction and Welcome Claudia Wearmouth, Head of Responsible Investment and Kirk Moore, Global Head of Research

13.10 - 13.50	Assessing Energy Transition risk and opportunity across our portfolios We will present the findings of a research exercise where our analysts have scored approximately 2,500 companies on the impact of climate-related risks and opportunities, across three scenarios for the speed of the energy transition. Vicki Bakhshi, Climate Strategist, Responsible Investment and Natalia Luna, Sustainable Research Analyst

13.50 - 14.00	Break
14.00 - 14.45	Company Panel Hear the perspective of companies in our portfolios who are at the heart of the energy transition. Moderated by William Davies, Global Chief Investment Officer.

14.45 - 15.00	Break and move to breakout sessions
15.00 - 16.45	Breakout sessions: Meet the analysts Our Sustainable Analysts will showcase areas of recent research, joined by company analysts and portfolio managers to discuss how these have helped to inform our investment thinking. Each will be run three times to allow attendees to join all sessions: Investment opportunities in a world of growing power demand - Natalia Luna, Sustainable Research Analyst and Pauline Grange, Portfolio Manager Understanding the investment implications of the electric vehicle transition - Joe Horrocks Taylor, Sustainable Research Analyst and Ebele Conroy, Investment Analyst, Global Research Assessing water risk in a changing climate - Olivia Watson, Sustainable Research Analyst and Dave Egan, CFA, Senior Research Analyst
16.45 - 16.50	Break and return to main room
16.50 - 17.20	Fireside chat: Where next for the energy transition? We discuss with industry thought leader David Russell the trends which are shaping the next phase of the energy transition - and how companies and investors are responding. David Russell, Chair of the Transition Pathway Initiative (TPI) moderated by Vicki Bakhshi, Climate Strategist.
17.20 - 19.00	Drinks and Canapes, event close

Please note: All times above are in GMT

Speakers

VICKI BAKHSHI, MSc, BA
Climate Strategist, Responsible Investment

EBELE CONROY
Investment Analyst

WILLIAM DAVIES
Global Chief Investment Officer

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DAVE EGAN
CFA, Senior Research Analyst

PAULINE GRANGE
Portfolio Manager

JOE HORROCKS - TAYLOR
Sustainable Research Analyst

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NATALIA LUNA
Sustainable Research Analyst

KIRK MOORE

Global Head of Research

DAVID RUSSELL
Chair of the Transition Pathway Initiative (TPI)

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OLIVIA WATSON

Sustainable Research Analyst

CLAUDIA WEARMOUTH
Managing Director, Global Head, Responsible Investment

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Venue

Eventspace at Salisbury House
114 London Wall,
EC2M 5QD, London

We look forward to welcoming you at this event. If you have any queries, please contact Columbia_Threadneedle_Distribution_Events@columbiathreadneedle.com

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