Sustainable Investment Symposium 2025

Anita Bhatia (CFA) is a distinguished global leader in gender equality, resource mobilization, and strategic partnerships. Since August 2019, she has served as Assistant Secretary‑General and Deputy Executive Director at UN Women, overseeing resource management, UN coordination, sustainability, and high-impact stakeholder alliances.

Professional Journey

• UN Women (2019–present): Directs institutional strategy, spearheading fundraising and partnership activities with governments, foundations, and private sector entities to advance women’s empowerment and sustainable financing .
• World Bank Group / IFC: Over a multi-decade career, held several key roles:
  • Director of Global Partnerships (IFC), where she shaped pioneering public-private partnerships in fragile states, financial inclusion, and support for women led enterprises .
  • Director of Development Partner Relations (World Bank), aligning development priorities with global funding.
  • Head of Latin America Advisory Operations (IFC), enhancing regional impact from Lima and La Paz .
  • Led internal transformation initiatives as Global Head of Knowledge Management, Change Management, and Business Process Improvement.
• Entrepreneurial & Advisory Roles: Founded The Impact Commons, a platform for sustainable-development innovation. In 2024, she joined the Fasanara Capital Advisory Board to drive ESG and SME finance, with a particular focus on gender-lens investing.

Education & Credentials

• J.D., Georgetown University
• M.A. in Political Science, Yale University
• B.A. in History, University of Calcutta
• Chartered Financial Analyst (CFA) designation

Global Impact & Thought Leadership

• Over 30 years in international development across Latin America, Africa, Europe, Asia, and beyond .
• A prominent voice on gender equity, sustainable finance, and innovation, featured in World Bank Live and various international forums .
• Active commentator on social and political platforms, including insights on gender dynamics in Europe and global leadership .
  
  

Dan Grandage is Chief Sustainable Investment Officer, Investments, where he leads the company’s sustainable investment strategy and the Sustainable Investment team.  His role is pivotal in driving the company’s commitment to integrating environmental, social, and governance (ESG) principles into its investment processes.

Dan represents Aberdeen on the FTSE Russell Sustainability Committee, the TISA Responsible Investing Committee, and is involved in a number of Investment Association sustainable finance working groups. Dan joined the company in 2013 from WSP Group where he spent over 15 years as an environmental and energy consultant.

Amy is an impact measurement and management expert with over a decade’s experience in the UK and internationally.

Prior to joining TGE, Amy worked for Homes England, the UK government’s arms-length body sponsored by the Department for Levelling Up, Housing and Communities. There, she led performance improvement initiatives across its development, investments, affordable housing and Help to Buy portfolios including the agency’s refresh of its Key Performance Indicators (KPIs) to support its new strategy. She also developed performance reports and deep dive assessments for senior agency and government stakeholders.

Previously, she worked for the Commonwealth Secretariat, managing organisation-level performance reporting to the Board of Commonwealth High Commissioners and providing technical assistance to member government representatives to support the establishment of monitoring systems for newly developed policies and programmes.

Amy also worked as a Performance Advisor for the international NGO Christian Aid, where she established and managed community-led monitoring, evaluation and learning frameworks for large and complex / multi-country climate resilience, governance and health programmes.

Amy is passionate about supporting clients to collect, understand and use quality evidence to maximise their positive social and environmental impact and the achievement of priority outcomes for communities through their decisions.

Amy has a degree in Modern Languages (Spanish and Portuguese) from Oxford University, and a Masters in International Studies and Diplomacy from the School of Oriental and African Studies (SOAS, University of London).

Valeria Piani is Head of Stewardship at Phoenix Group. She joined the firm in 2021 to lead the in-house stewardship team and collaborate with Phoenix’s Asset Management partners to influence ESG performance by investee companies.

She has over 17 years of experience in the industry and has held several senior positions at different firms. She joined UBS Asset Management in 2017 as Strategic Engagement Lead, responsible for the manager’s climate change engagement programme, stewardship reporting and integration research in the industrial sector.

Before this, Valeria worked for nine years at the UN-backed Principles for Responsible Investment (PRI) where she managed a team of 11 members responsible for coordinating investor collaborative engagement activities with companies on a range of ESG issues. At the PRI, she supported over 30 investor coalitions involving more than 200 asset owners and investment managers. Topics included, among others, director nomination, gender diversity, emissions reduction and human rights. Her recent publications include reports on engaging on climate change and the added value of stewardship more broadly.

Her research on the effectiveness of shareholders’ collaborative engagement activities with companies on ESG issues has been published by the Business & Society Journal and Emerald Group Publishing and was selected by the editors as an Outstanding Author Contribution in the Emerald Literati Network Awards for Excellence.

In addition to being a non-executive director of the Investor Forum Board, Valeria is also the Chair of the CA100+ Global Steering Committee and a member of the IIGCC Advisory Group of Corporate Programme, the PRI Advisory Committee of Advance and the Net Zero Asset Owner Alliance Engagement Track.

Rosalind is a Life Actuary with over 20 years of professional experience and is currently Head of IFRS 17 Business Implications and Capital Management at Sun Life Financial of Canada (UK). Her broader working background is in the fields of Life Insurance and Pensions Consulting, both in the United Kingdom and in South Africa, with her diverse Life expertise covering IFRS 17, Business Planning, Capital Management, Modelling, and With-profits. Rosalind is the 2022 Life Conference Committee Chair, a member of the IFoA’s Sustainability Board, the Diversity Action Group and the Practice Board Committee. Rosalind is passionate about being an ambassador for the global Actuarial Profession and serves the international actuarial community as a member of the IAALS Board and the IAA’s Resource and Environment Forum. Rosalind has also presented and chaired sessions at previous IFoA Conferences and events, written feature articles in The Actuary magazine and authored various IFoA blogs.

CEO & Co-Founder, Tumelo

Georgia Stewart is CEO and co-founder of Tumelo, a UK-based fintech innovator transforming the way investors engage with the companies they own. Under Georgia’s leadership, Tumelo has pioneered platforms that enable pension members and retail investors to see which companies they’re invested in and express their views on key shareholder votes — bringing transparency, stewardship, and democracy to the heart of investing.

With a background in natural sciences from Cambridge University, Georgia has worked in sustainable finance, equity analysis, and venture capital. She is a passionate advocate for using technology to empower investors and drive positive environmental and social impact through better corporate engagement.

Sandy is the Past-Chair of the Institute and Faculty of Actuaries Sustainability Board and Vice-Chair of the International Actuarial Association’s Climate Change and Sustainability Committee. He is the lead author of a series of collaborative research reports which bring together science and risk, seeking to improve policymaker level risk management. The latest report, ‘Planetary Solvency – finding our balance with nature’, explores how actuarial techniques can help society manage climate change and other risks.

This builds on the findings from ‘Climate Scorpion – the sting is in the tail’, which highlighted concerns around carbon budgets being unrealistic and ‘The Emperor’s New Climate Scenarios’ – which highlighted the limitations of commonly used climate scenarios. 

Sandy’s personal mission is to help reconnect finance and the economy to nature and the biosphere to deliver a future worth living in.

He works with investors and advises a number of regulatory and policymaker groups on these topics.