ABOUT

The ‘Green, Social, and Sustainable Bonds’ Training Programme has been carefully designed and produced in order to provide all attendees with a highly comprehensive understanding of the development of Green, Social, and Sustainable Bonds around the world. The Training Programme is split across two days in order to allow attendees to choose which areas are most apposite for them.

PART I of the Training Programme will cover a range of different areas pertaining to impact investing and fixed income markets, including definitions, characteristics, and global market distributions. It will also cover the operational framework relating to Green, Social, and Sustainable Bonds, including coverage of areas such as operational processes, due diligence, ratings and credit ratings agencies, measurement and reporting, Key Performance Indicators, and roadshows. 

TRAINING PROGRAMME

SESSION 1: An Introduction to Impact Investing in Fixed Income Markets – PART I

·     The Paris Agreement and The United Nations Sustainable Development Goals (UN SDGs); an Introduction to Green, Social, and Sustainable Bond (GSSB) Markets; Comparative Market Sizes; Global GSSB Regional Distributions; Underlying Driving Factors (Sustainability; Climate Change Risks; Sustainable Development Agenda).

·     Definitions and Intrinsic Characteristics (Green Bond Markets; Social Bond Markets; Sustainable Bond Markets).

SESSION 2: An Introduction to Impact Investing in Fixed Income Markets – PART II

·     International Capital Market Association (ICMA) Green Bond Principles (GBP); Social Bond Principles (SBP); Four Pillars; and Sustainability Bond Guidelines (SBG). 

·     European Commission ‘Green’ Taxonomy; Green Infrastructure Pipeline.

SESSION 3: The GSSB Operational Framework – PART I

·    The Principles of Responsible Investment and Sustainable Finance; Environmental and Social Risk Analysis; the Benefits of Investing in GSSBs; Institutional Investors (Pension Funds; Insurance; Sovereign Wealth Funds) and the use of Environmental, Social, and Governance (ESG) Investment Strategies and Policies.

·    Pre-Issue Assessment (Sustainability Strategy; Issuance Business Case); Investor Criteria (Rating; Tenor; Yield; Geographic Diversity); Project Selection Criteria; Due Diligence (Environmental; Social; Governance).

SESSION 4: The GSSB Operational Framework – PART II

·    Measurement and Reporting Framework; Impact Assessment; Key Performance Indicators (KPIs); Governance and Internal Management Framework.

·    Information Memorandums; Roadshows; Credit Rating Agencies and Investment Grade Credit Ratings; Capital Markets Launch; Eligibility Verification; Process and KPIs Assurance.

EXPERT TRAINER

Rodrigo Zepeda is Co-Founder and Managing Director of Storm-7 Consulting. He is an expert consultant who specialises in derivatives and banking and financial services law, regulation, and compliance. He is an expert in a very broad range of regulatory compliance frameworks such as FATCA, the OECD CRS, MiFID II, MAD 2 MAR, PSD2, CRD IV, Solvency II, OTC Derivatives, CCP Clearing, PRIIPs, BRRD, AML4, and the GDPR. He holds a LLB degree, a LLM Masters degree in International and Comparative Business Law, and has passed the New York Bar Examination. He was an Associate (ACSI) of the Chartered Institute for Securities & Investment from 2004 to 2014 and is now a Chartered Member (MCSI). He has created and delivered numerous conferences and training courses around the world such as ‘FATCA for Latin American Firms’ (Santo Domingo, Dominican Republic, Panama City, Panama), ‘MiFID II: Regulatory, Risk, and Compliance (London), and ‘Market Abuse: Operational Compliance’ (London), ‘AEOI (FATCA & CRS)’ (London, Lebanon, Dubai, Malta, Manama, Bahrain); AML/CFT: Operational Compliance (Dubai, London); MLRO: Operational Compliance (London).

He has also delivered numerous In-House Training Courses around the world to major international financial institutions such as The Abu Dhabi Investment Authority (MiFID II: Operational Compliance, Abu Dhabi, the United Arab Emirates); the United Nations Principles of Responsible Investment (MiFID II: Final Review, London); CAF, the Development Bank of Latin America (Swaps and Over-the-counter Derivatives, Lima, Peru); Eurex Exchange (CCP Clearing, Risk Management, Recovery and Resolution, Eschborn, Germany); European Energy Exchange AG (CCP Clearing, Risk Management, Recovery and Resolution, Leipzig, Germany); Rothschild Investment Management (UK) Limited (AEOI (FATCA & CRS), London); Resolution Life (AEOI (FATCA & CRS, London); CCP Clearing, Risk Management, Recovery and Resolution; Bethmann Bank AG (MAD 2 MAR, Frankfurt); Saxo Capital Markets (MAD 2 MAR, London); and Invesco Management, S.A. (AML/CFT, Henley); Validus Risk Management (OTC Derivatives, Eton).

For 2019 he has created some of the most cutting edge training courses available on the market today, including Artificial Intelligence in Banking and Financial Services; Supervisory Technologies (SupTech); The European Margin Rules; The 2018-2020 Collateral Paradigm; AML & CFT Advanced Practitioner; Virtual Currencies, AML, CFT: Operational Compliance; and Behavioural Persuasion Masterclass. He is a Reviewer for the Journal of Financial Regulation and Compliance and has also published widely in leading industry journals such as the Capco Institute’s Journal of Financial Transformation, the Journal of International Banking Law and Regulation, as well as e-books on derivatives law. Noted publications include “Optimizing Risk Allocation for CCPs under the European Market Infrastructure Regulation”; “The ISDA Master Agreement 2012: A Missed Opportunity”; “The ISDA Master Agreement: The Derivatives Risk Management Tool of the 21st Century?”; “To EU, or not to EU: that is the AIFMD question”; and “The Industrialization Blueprint: Re- Engineering the Future of Banking and Financial Services?”.

Disclaimer

ISDA® is a registered trademark of the International Swaps and Derivatives Association, Inc., and Storm-7 Consulting Limited is neither sponsored by nor affiliated with the International Swaps and Derivatives Association, Inc. (ISDA), and the public is hereby informed that Storm-7 Consulting Limited holds no commercial, private, or other relationship with ISDA.