Passed event: CFA Institute webinar: Implementing SASB Sustainability Disclosures, 18.3.2021

Members and non-members event

date & time

18/03/2021 3.00-4.00 pm EET

In this one hour-webinar co-hosted by CFA Institute and CFA Society Spain and in association with SASB's FSA Western Europe Club, it is concentrated on how SASB Standards enable businesses to identify and manage financially material sustainability issues. Join us to explore an example of a company that adopted these Standards and how investors use these disclosures.

Tomás Gallego and Elena García of Red Eléctrica, the first Spanish company to publish a sustainability report meeting SASB accounting standards, will share how these standards guided them in identifying and disclosing financially material sustainability factors in their reporting.

Meanwhile, Ole Buhl, Head of ESG and Senior Vice President at ATP will share his thoughts on how these disclosures are a game changer for ESG investing and why ATP decided to join SASB’s Investor Advisory Group.

Matt Orsagh, senior director of capital markets policy at CFA Institute and author of the report “Climate Change Analysis in the Investment Process,” will shed light on how SASB and CFA Institute can work together in enabling investors and financial professionals to adequately incorporate ESG factors and climate analysis into their investment process.

CFA Institute members can record 1 PL credits for attending this webinar.

Speakers

Alicia Rubí, CFA, is a partner at Attalea Partners, an ESG strategic and financial consultancy. She holds SASB’s Fundamentals of Sustainability Accounting (FSA) credential and serves as the leader of SASB’s Western Europe FSA group. Ms. Rubí also coordinates global stakeholder engagement for the Impact-Weighted Accounts Initiative, developed at Harvard Business School in collaboration with the Global Steering Group for Impact Investment. She is a Spanish–American dual-national, born and educated in the United States. Ms. Rubí began her career at Citibank in New York City in the Loan Syndications group, working on large leveraged buyouts, and later moved to Citibank’s Madrid office to help bolster its local capital-market team. After several years in bank-loan and capital-market origination and sales, she launched Citibank’s listed equity warrant business. Ms. Rubí later served as chief investment officer of Ardizia de Inversiones, a family office and the first Spanish SICAV to receive authorization from the CNMV to self-manage its investments. She also served as senior investment adviser for another large Spanish family office. Ms. Rubí served on the investment committee of Visao Prev, one of Brazil’s largest corporate pension providers, and on the boards of CFA Society Brazil and CFA Society Spain.

Ole Buhl is head of ESG and senior vice president at ATP, the largest Danish pension fund and one of the largest European pension funds. He is responsible for coordinating ATP’s ESG efforts on behalf of ATP’s Committee on Responsibility, chaired by the group CEO. Mr. Buhl is responsible for ATP’s 10-person ESG team and is part of ATP’s Investment Forum. He is a member of SASB’s Investor Advisory Group and co-head of SASB’s European and UK Working Group.

Elena García is senior adviser on sustainability reporting at Red Eléctrica. She leads and coordinates non-financial reporting according to recognized international standards. Ms. García has more than 10 years of professional experience in designing and implementing sustainability strategies in various companies, such as KPMG, SEUR, and Red Eléctrica. She graduated with a law and administration and business management degree from the Autonomous University of Madrid and earned a master’s degree in corporate communications from CESMA Business School. 

Tomás Gallego is the financial director at Red Eléctrica. He has held various executive positions at the company, such as head of accounting, taxes, and strategic planning. Mr. Gallego also is a member of the board of directors at Red Eléctrica Financing and Red Eléctrica de España Finance BV and has served as chairman of the supervisory board of Santander Ahorro 5 Fund. He has been active for more than 25 years in finance at various companies, such as Arthur Andersen, Atento Holdings, and Red Eléctrica. Mr. Gallego graduated with a degree in economics and business administration from the Complutense University of Madrid and earned an executive MBA from IE Business School and a postgraduate degree (PDD)  from IESE Business School.

Matt Orsagh is Senior Director, Capital Markets Policy at CFA Institute. Matt uses his global knowledge of corporate governance and ESG (environmental, social and governance) issues to best inform CFA Institute strategic planning and research in these areas. Matt possesses nearly twenty years relevant work experience in the areas of ESG analysis, ESG integration, executive compensation analysis, equity investment analysis, materiality analysis, and climate change integration.

Matt frequently represents CFA Institute in writing of research, blogs, third-party articles and through public speaking appearances at conferences, on television, radio and social media. He is a chartered financial analyst and possess a certificate in investment performance measurement and was awarded a Master of Finance degree from Georgia State University.