You are invited to join the Task Force on Climate-related Financial Disclosures (TCFD) for its first conference on the recommendations of the TCFD and scenario analysis in New York.

The conference will feature an overview of TCFD recommendations and will examine the role of climate-related scenario analysis in disclosure. The event will also discuss what resources and tools are available for companies to conduct scenario analysis and will present real-world examples of applying scenario analysis from the financial, energy, airline and automobile sectors to name a few.

Please find the agenda below. Speakers will be added as they are confirmed.

For more information on the Task Force, please visit visit www.fsb-tcfd.org and follow us on @FSB_TCFD.

TCFD Secretariat


08.30 – 09.30

Registration and Breakfast

09.30 – 09.45

Welcoming Remarks

Speakers: Michael R. Bloomberg, Mary Schapiro
09.45 – 10.15

Overview of the TCFD Recommendations

Speaker: Curtis Ravenel
10.15 – 11.15

Session 1: The Role of Climate-Related Scenario Analysis in Disclosure

Speakers: Nathaniel Bullard, Stan Dupre, Andrew Stevenson
11.15 – 12.00

Session 2: Resources, Tools and Data – What is out there?

Speakers: Sara Law, Leonardo Martinez-Diaz, Simon Messenger, Sue Reid
12.00 – 13.00


Speaker: Peter Schwartz
13.00 – 14.30

Session 3: Practical Application of Scenario Analysis in the Non-Financial Sectors

Speakers: Sophia Mendelsohn, Michael Rubio, Bruno Sarda, David J. Tulauskas
Moderator: Amy Grace
14.30 – 15.00

Coffee and Networking Break

14.40 – 14.50

Assessing Physical Risk Using Bloomberg MAPS

Speaker: Bobby Shackelton
15.00 – 16.15

Session 4: Practical Application of Scenario Analysis in the Financial Sector

Speakers: Matthew Arnold, Miroslav Petkov, Val Smith, Danielle Sugarman
Moderator: Gregory Elders
16.15 – 16.30

Closing Remarks

Speaker: Curtis Ravenel
16.30 – 17.30

Networking Reception


Photo of Michael R. Bloomberg

Michael R. Bloomberg

Founder of Bloomberg LP & Bloomberg Philanthropies; UN Secretary-General’s Special Envoy for Climate Action; three-term mayor of New York City; Chairman, TCFD

Michael R. Bloomberg founded a start-up in 1981 focused on financial data, and after turning it into a global media company, he was elected mayor of New York City for three terms (2002-2013). Since leaving City Hall, he has resumed leadership of Bloomberg LP. Through his foundation, Bloomberg Philanthropies, Bloomberg is involved in multiple climate efforts, including partnering with the Sierra Club’s Beyond Coal Campaign and supporting state efforts to transition to renewable energy sources. Bloomberg has been at the forefront of involving the financial community in climate change, serving as Chair of the Sustainability Accounting Standards Board, the Task Force on Climate-related Financial Disclosures, and co-founder of the Risky Business Project.

The bulk of Bloomberg’s climate change efforts are focused on cities. In 2014, Bloomberg was appointed to be the UN Secretary-General’s Special Envoy for Cities and Climate Change, and went on to create the Compact of Mayors (now the Global Covenant of Mayors). The Covenant, as well as the C40 Cities Climate Leadership Group, of which Bloomberg is president, are both networks of cities committed to meeting ambitious climate-related goals and assessing their progress using common measurements. In 2018 Bloomberg was appointed as UN Special Envoy for Climate Action.

Photo of Matthew Arnold

Matthew Arnold

Global Head of Sustainable Finance
JPMorgan Chase & Co.

Matt is Managing Director and Global Head of Sustainable Finance at JPMorgan Chase. In that role he leads the firm’s client engagement on sustainability across all sectors globally. JPMorgan Chase helps clients navigate environmental and social risks, engages stakeholders and partners in advancing environmental and social progress, and structures targeted impact investment funds. The firm supports sustainable development through initiatives in global health, natural capital, the future of power, carbon asset risk and sustainable agriculture.

Matt was a Principal and leader of Sustainable Business Solutions at PwC and a founder of Sustainable Finance Ltd, acquired by PwC in December 2008.
He was Chief Operating Officer and acting President of the World Resources Institute and a founder of the Management Institute for Environment and Business, which merged with the World Resources Institute in 1996.

Matt is a Trustee at The Nature Conservancy’s New York Chapter and the Frankfurt Zoological Society.

Matt holds an AB degree in Psychobiology from Harvard College, an MA in International Relations from the Johns Hopkins University, and an MBA from the Harvard Business School.

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Nathaniel Bullard

Global Head of Executive Insights
Bloomberg New Energy Finance

Nathaniel Bullard is Head of Content at Bloomberg New Energy Finance. He is currently based in Washington D.C., after positions in Hong Kong and San Francisco.

His expertise as an energy analyst includes solar power, new asset and corporate finance mechanisms for distributed technologies, the impact of new technologies on existing business models, and transitions to lower-carbon economies in developed and developing countries. Nathaniel is a regular commentator for the sector and has been cited in The EconomistThe New York TimesForbesTechnology Review, and Scientific American, and appears regularly on Bloomberg Television.

Nathaniel has an MA in International Energy Policy and International Economics from the John Hopkins School of Advanced International Studies (SAIS), and an AB, magna cum laude in the History of Art and Architecture from Harvard University. He is also a 2012 Aspen Institute First Mover Fellow.


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Stan Dupre

2° Investing Initiative

Stan Dupre founded the 2° Investing Initiative in 2012 in Paris and now serves as CEO.

2Dii was founded in 2012 in Paris, and now has offices in New York, London and Berlin. It is a non-commercial charity, governed by a multi-stakeholder board ensuring the intellectual integrity of its work and its independence.

Before founding 2Dii, Stan was executive director of a consultancy focused on long-term risk management. He has been working on 2D investing-related topics since 2007, when he developed the first climate labelling scheme for retail investment products (France). In 2010, he wrote a book about the role of financial institutions in financing the energy transition entitled “Where does my money go?” that kicked off the 2Dii project.


Photo of Gregory Elders

Gregory Elders

Senior ESG Analyst
Bloomberg LP

Gregory Elders, Bloomberg Intelligence Senior ESG Analyst, has fifteen years’ experience valuing environmental, social and governance risks and opportunities. He has consistently earned a top analyst ranking in the Extel/SRI-Connect Independent Research in Responsible Investment (IRRI) survey.

He leads Bloomberg’s investment research on ESG, and has spear-headed development of its ESG valuation and analytic tools. His research efforts include financial impacts and opportunities of a low-carbon transition; analysis of company and country governance and corruption control; extractive industries safety and performance link; water scarcity impacts on business operations; activist investor targets and defenses.

He has held the roles of Fixed Income Research Analyst at Merrill Lynch in New York and Head of Research at Trucost in London. Gregory has an MSc in Environmental Policy from the London School of Economics and a BA in Economics from Cornell University.

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Amy Grace

Head of North America Research
Bloomberg New Energy Finance

Amy Grace is head of North America Research at Bloomberg New Energy Finance. She leads a team responsible for producing and communicating analysis on the economics, policy, and strategic dynamics of the North American power sector. She previously was head of Wind Insight at BNEF, where she led research on the global wind sector.

Amy has spoken at numerous international conferences and been quoted extensively in the media.

She is a graduate of the University of Notre Dame’s Program of Liberal Studies, and holds a master’s degree from Columbia University’s School of International and Public Affairs in energy and finance.

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Sara Law

Vice President, Global Initiatives

As CDP North America’s Vice-President and Head of Global Initiatives, Sara works in close partnership with CDP’s business and investors bases, and as well as strategic partners like the World Bank Group, UN agencies and We Mean Business. Sara’s portfolio focuses on working with companies around the world that are preparing to take climate actions that will “future proof” their business models and ensure their continued economic success in a low-carbon economy.  Companies are encouraged to adopt emissions reduction targets that align with climate science (Science Based Targets), move swiftly to renewable energy, and internalize the cost of pollution by putting a price on carbon emissions.

Sara was also the inaugural Head of Corporate Engagement in the We Mean Business Coalition, a coalition of organizations working with the world’s most influential businesses to accelerate the transition to a low carbon economy through catalyzing corporate climate leadership and promoting smart policy frameworks.

A lawyer by training, Sara holds degrees in law and arts (history and politics) from the University of Queensland. In her Australian practice, she specialized in commercial litigation and government relations (administrative law), and held positions with DLA Piper, the Victorian Government, and with the Supreme Court of Victoria as a judicial clerk. In the US, Sara is active in local bar associations, and is admitted to the New York State Bar.

Photo of Leonardo Martinez-Diaz

Leonardo Martinez-Diaz

Global Director, Sustainable Finance Center
WRI – World Resources Institute

Leonardo Martinez-Diaz is the Global Director, Sustainable Finance Center of the World Resources Institute. In this capacity, he leads our engagement with governments, development finance organizations, and private financial institutions to rapidly accelerate the shift to sustainable finance. He also guides and amplifies the Finance Center’s research, analysis and influence strategies, and oversees the technical support that the finance team provides across WRI.

Leonardo joins WRI after six years at the U.S. Department of the Treasury. As Deputy Assistant Secretary for Energy and Environment, he was responsible for overseeing multilateral climate and environmental funds, directing Treasury’s domestic and international work on climate finance, and leading on climate change elements of international negotiations, including at the G7, G20, UNFCCC COP, and the U.S.-China Strategic and Economic Dialogue. He stands out for his intimate knowledge of relevant institutions—he has worked for the IMF, World Bank and USAID, and served on the board of the Green Climate Fund—as well as his fresh ideas and force of intellect. He brings a wealth of international experience, including time in Indonesia and Mexico, and continues WRI’s tradition of close and trusting working relationships with all stakeholders, especially developing countries.

Photo of Sophia Mendelsohn

Sophia Mendelsohn

Head of Sustainability

Sophia Mendelsohn is Head of Sustainability for JetBlue Airways where she is creating and executing the company’s sustainability vision while maintaining a relentless focus on competitiveness. Sophia helps JetBlue adapt to the pressures from ESG macrotrends, such as climate change and information transparency, with responses that satisfy investors and demonstrate long-term and incisive governance.

Prior to JetBlue, Sophia was Head of Sustainability for Haworth Inc., a multinational manufacturer in the corporate real estate industry. At Haworth, she was responsible for increasing sustainable product offerings in emerging markets, including Asia, Latin America, and the Middle East. Previously, Sophia worked for the Jane Goodall Institute, an international NGO, in Shanghai, China.

Sophia is accredited in the Leadership in Energy Environment and Design (LEED) green building rating system and certified to perform Life Cycle Amylases (LCA) and lead Global Reporting Initiative (GRI) reports. She speaks, reads and writes Mandarin, and lived in China for more than ten years. Sophia has a Master’s of Science in Sustainable Management from Columbia University. In 2017, she was selected as the Environmental Protection Agency’s (EPA) climate leader of the year.

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Simon Messenger

Managing Director
Climate Disclosure Standards Board (CDSB)

Simon Messenger joined CDSB as Managing Director in 2017, with over 10 years of academic and professional experience in sustainability and non-financial reporting.

He currently heads the team working with investors, companies and regulators to understand how to most effectively report environmental and natural capital information in mainstream reporting.

He leads CDSB’s work relating to the TCFD recommendations and works with companies to provide a framework for reporting environmental information with the same rigour as financial information.

Previously, Simon was Head of Consulting at the Energy Saving Trust and a Sustainability Manager at PwC and Deloitte. In his roles at PwC and Deloitte, he managed a wide range of sustainability, risk management and non-financial reporting projects for a suite of global clients. Simon holds two first class degrees in environmental and climate change science.


Photo of Miroslav Petkov

Miroslav Petkov

Director, Financial Services/Insurance
S&P Global

Miroslav Petkov is a Director in S&P Global’s Financial Services Ratings Group, based in London.  He is Head of Financial Services Environmental and Climate Risk Research. He has authored several S&P articles on the impact of climate change and natural catastrophes on the rating profiles of financial services and corporates. He contributed  to the development of S&P Green Evaluation, leading the development of the approach for adaptation projects.

Also, he is Head of the EMEA ERM team, which is responsible for reviewing insurers’ economic capital models and enterprise risk management frameworks.

Previously, he worked in actuarial roles for Munich Re and Tillinghast – Towers Perrin.

He is a qualified UK actuary and has MSc in Mathematics.

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Curtis Ravenel

Global Head, Sustainable Business & Finance
Bloomberg LP

As Global Head of Sustainable Business & Finance, Curtis Ravenel leads Bloomberg’s sustainability initiatives. The program integrates sustainability considerations into all firm operations and leverages the Bloomberg Terminal to evaluate sustainability-related investment risks and opportunities for its user base of influential decision-makers.

Curtis has worked for Bloomberg in multiple roles. He was the Financial Controller for Asia managing accounting, tax, treasury and audit services for 23 legal entities with combined annual revenues exceeding $1 billion USD. This was preceded by various roles in the Capital Planning and Financial Analysis Groups.

Prior to his work with Bloomberg, L.P., Curtis co-managed a small real estate development group, founded a micro-brewery and worked with the Recycling Advisory Council in Washington, DC conducting Full Cost Accounting and Life Cycle Analysis work.

He currently serves as a board member at the Sustainability Accounting Standards Board (SASB) and as a member of the Secretariat for the Task Force on Climate-related Financial Disclosure. Curtis was awarded a David Rockefeller Fellowship with the Partnership for New York City in 2011 and Columbia Business School Exemplary Leadership Award in 2016. He earned an MBA from Columbia Business School and a BA in History from Davidson College.

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Sue Reid

Vice President of Climate and Energy

Sue Reid is Vice President of Climate and Energy at Ceres, overseeing Ceres’ energy and climate work – including Electric Power, Transportation, Oil & Gas and Insurance – and coordinating across the organization to advance the Ceres Clean Trillion campaign. The Ceres Clean Trillion is a clean energy investment target intended to avoid the worst effects of climate change, requiring more than $1 trillion additional investment in clean energy globally each year.

Sue has over two decades of experience as an attorney and specialist in clean energy and climate issues and policy. Prior to joining Ceres, she served as Vice President and Massachusetts Advocacy Center Director at the Conservation Law Foundation, where she successfully spearheaded efforts to secure some of the strongest climate and clean energy policies in the U.S. She also previously worked as an intellectual property litigation attorney at law firms in Silicon Valley and Boston, where she represented a broad range of high tech clients.  She earned her law degree with honors from Boston University School of Law.

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Michael Rubio

General Manager, ESG Engagement

In March 2018, Michael Rubio became Chevron’s General Manager for ESG Engagement. Michael works closely with Chevron’s senior leadership to develop the company’s strategy on ESG issues, and leads Chevron’s outreach to shareholders and key stakeholders on ESG matters. Michael joined Chevron in 2013 as the Manager for State Government Affairs in California, Oregon, and Washington.

Prior to joining Chevron, Michael served in the California State Senate and emerged as a leader on issues related to the California Environmental Quality Act. Previously, Michael served as an elected county supervisor in Kern County (CA), where he spearheaded the Kern County Renewable Energy Initiative and worked to facilitate the development of large solar and wind projects in California. Michael began his career in the public sector serving as Lead Director for a Healthy Start office, a non-profit agency, that provided social services to disadvantaged children and families in the Central Valley of California.

Michael attended the University of New Haven in Connecticut, graduating with honors in Criminology. Michael also completed the Senior Executives in State and Local Government Program at the John F. Kennedy School of Government at Harvard University. He was awarded the John F. Kennedy Jr. Leadership Award from the California Democratic Party and a German Marshall Memorial Fellowship from the German Marshall Fund of the United States.

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Bruno Sarda

Head of Sustainability
NRG Energy

Bruno Sarda is a leading practitioner in the field of corporate sustainability. As head of sustainability at NRG, the country’s leading integrated power company, he leads the development and execution of highly integrated, company-wide sustainability strategy and programs that address climate-related risks, create business value and enhance company reputation. His role also involves advancing the adoption of sustainable energy solutions for new and existing NRG customers. In addition, Sarda is a faculty member and Senior Sustainability Scholar at Arizona State University, where he teaches sustainability leadership to graduate and executive students.

Photo of Mary Schapiro

Mary Schapiro

Former Chair, US SEC
Special Advisor to the Chair, TCFD

Ms. Schapiro’s service as the 29th SEC chairman culminated decades of regulatory leadership. She was the first woman to serve as SEC chairman, and the only person to have served as chairman of both the SEC and the Commodity Futures Trading Commission.

During four years as chairman, Ms. Schapiro presided over one of the busiest rule-making agendas in the SEC’s history, during which the agency also executed a comprehensive restructuring program to improve protections for investors. Upon her departure, President Obama praised her leadership, saying the SEC became stronger and the financial system “safer and better able to serve the American people — thanks in large part to Mary’s hard work.”

Before becoming SEC chairman, Ms. Schapiro served as CEO of the Financial Industry Regulatory Authority, the largest nongovernmental regulator of securities firms. Earlier, she was chairman of the Commodity Futures Trading Commission; a commissioner of the SEC; and general counsel and senior vice president of the Futures Industry Association. She began her career at the CFTC, serving first as a trial attorney and later as counsel and executive assistant to the chairman.

Ms. Schapiro serves on the boards of Promontory Interfinancial Network, General Electric Co., and London Stock Exchange Group. She is also a member of the governing board of the Center for Audit Quality.

Photo of Peter Schwartz

Peter Schwartz

Senior Vice President for Strategic Planning

Peter Schwartz is an internationally renowned futurist and business strategist, specializing in scenario planning and working with corporations, governments, and institutions to create alternative perspectives of the future and develop robust strategies for a changing and uncertain world. As Senior Vice President of Strategic Planning for Salesforce, he manages the organization’s ongoing strategic conversation. Peter leads the Salesforce Futures LAB – a collaboration between strategic thinkers at Salesforce and its customers around provocative ideas on the future of business.

Prior to joining Salesforce, Peter was co-founder and chairman of Global Business Network. He is the author of several works. His first book, The Art of the Long View, is considered a seminal publication on scenario planning. Peter has also served as a script consultant on the films “The Minority Report,” “Deep Impact,” “Sneakers,” and “War Games.” He received a B.S. in aeronautical engineering and astronautics from Rensselaer Polytechnic Institute in New York.

Photo of Bobby Shackelton

Bobby Shackelton

Product Manager, Maps
Bloomberg L.P.

Bobby Shackelton is the Product Manager for Bloomberg’s mapping products and location data and services. Bobby consults with Bloomberg’s clients and staff to determine how best to use Bloomberg’s data and analytics for geospatial visualization. He has been instrumental in developing solutions for tracking commodity assets, assessing CMBS loan performance and exposure, understanding environmental risks of assets related to hurricanes, visualizing world equity indexes in real time, and map publishing systems for News and Television.

Bobby has established himself as a leader in developing mapping solutions designed for the financial, media, real estate, energy, metals & mining and insurance industries. He has been instrumental in changing the way investors visualize information. Prior to joining Bloomberg, Bobby served in the United States Air Force as a ground radar technician where he first learned and implemented spatial technologies. A highly decorated veteran, he has earned several medals and awards, including the 2003 Lt. General Leo Marquez Award for Communications Technician of the Year. After military service, he went on to earn a degree in geographic science from James Madison University, with a concentration in geographic information systems. Bobby worked as a senior product manager for SNL Financial after graduating, and oversaw its mapping, data feed and Excel add-in products. During his time at SNL, he envisioned and released dozens of mapping solutions, as well as what became the go-to web-based mapping application for Investment Bankers, earning him a SAG Award at the ESRI International User Conference in 2012.

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Val Smith

Managing Director and Global Head of Corporate Sustainability

Val Smith is Managing Director and Global Head of Corporate Sustainability for Citi. She joined Citi in 2004 and oversees Citi’s global sustainability initiatives, including leading the bank’s Sustainable Progress Strategy and $100 Billion Environmental Finance Goal. Val also serves as an advisor and spokesperson on sustainability and stakeholder issues and trends.

Prior to joining Citi, Val spent a decade working in the environmental sector, including the National Audubon Society, Brainerd Foundation, and the Houston Advanced Research Center. She began her career with the U.S. Peace Corps, where she served for two years in Honduras. She serves on the boards of the United Nations Global Compact USA Network and the New York League of Conservation Voters Education Fund, and is a member of the Aspen Institute Leaders Forum. Val earned her MBA from the University of North Carolina-Chapel Hill and her BA from the University of Virginia. She lives in Brooklyn with her husband and two sons.

Photo of Andrew Stevenson

Andrew Stevenson

Advisor, VoLo Foundation
Managing Director and Senior Research Analyst, JUST Capital

Andrew is the Managing Director and Senior Research Analyst at JUST Capital, a company that ranks the largest publicly traded U.S. corporations on worker pay and treatment, customer respect, product quality and environmental impact. Prior to JUST Capital, he was a Macro Portfolio Manager at Citadel Asset Management’s Global Fixed Income Fund. Additionally he has over twenty years of experience working for investment banks in London and Tokyo. Before that he gained significant experience as Portfolio Manager for Brevan Howard AM and JWP Partners, U.S.

His experience also includes eight years as an advisor to and employee of the National Resources Defense Council, a nonprofit focused on energy, health and climate-related policy and governance issues. He has served as an advisor to ClimateWorks on the topic of impact investing and speaks at Columbia Law School and Congressional Briefings on issues related to climate finance. As our Advisor, he is responsible for helping us execute our mission, specifically as it relates to climate change.

Andrew has a Bachelor degree from the University of Michigan.

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Danielle Sugarman

Vice President, Investment Stewardship

Danielle Sugarman is a Vice President with BlackRock’s Investment Stewardship team. She serves as the lead analyst for BlackRock’s energy, utilities, pharmaceutical and biotech portfolios in the Americas. Danielle’s work includes engagement with executives and directors of BlackRock’s portfolio companies on matters related to corporate strategy, governance, environmental and social matters, M&A considerations, proxy contests and hostile takeover bids. Danielle also votes BlackRock’s shares at corporate annual and special meetings in relation thereto. Danielle has particular expertise in climate change, sustainability and environmental and securities law. Prior to joining BlackRock, she practiced as an attorney for over 10 years, including spending several years at the Center for Climate Change Law out of Columbia Law School. Most recently, Danielle worked as an Associate Program Officer for the Robertson Foundation, working on Julian Robertson’s environmental and medical research giving. Danielle has a JD from Penn Law School and graduated summa cum laude in History and Political Science from Barnard College, Columbia University. She sits on the International Environmental Law Committee of the New York City Bar as well as the Advisory Board of Kids in Need of Defense.

Photo of David J. Tulauskas

David J. Tulauskas

Director, Sustainability
General Motors Company

As sustainability director, David Tulauskas ensures GM’s business model and priorities result in more sustainable products, services, and communities in which it operates.  Activities include collaborating with various functions to embed sustainability into processes; sustainability reporting; and identifying KPIs for business planning.

Tulauskas joined GM in 1991 and has held a series of positions ranging from environmental and facilities engineering to public policy and government relations to product development leading the initial launch of Cadillac vehicles in China.  Nearly half of his career has been spent in Asia.

Tulauskas earned a Bachelor of Science degree in mechanical engineering from the University of Michigan, a Master of Science degree in civil/environmental engineering from Wayne State University and an International Executive MBA from Rutgers State University. He participated in the 2012 Corporate Eco Forum sustainability leadership development program in the Amazon.

When & Where

Tuesday, May 1, 2018
8.30 AM — 5.30 PM

Bloomberg LP
731 Lexington Avenue
New York, NY
United States

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