Key Lessons for Recovery Strategies

Key Lessons for Recovery Strategies

  • Academic session, 10 March: Key lessons from COVID for recovery strategies
  • Investor session, 23 March: Sustainable Investment strategies in a post-COVID landscape

This is the second theme of the Franklin Templeton and Green Templeton College program ‘Navigating the COVID challenge’. Please click here for further information about this program.

Lessons learnt from COVID, as public and private companies plan their recovery strategies, form the basis for the academic and investor sessions under “Key Lessons for Recovery Strategies”.

Both sessions will have a particular focus on sustainability and the way this crisis has accelerated the debate towards a greener and human economy.

Speakers

Dustin Garrick

Giulio Boccaletti

Honorary Research Associate at the Smith School for Enterprise and the Environment,
Oxford University

  • Giulio Boccaletti, PhD, is an Honorary Research Associate at the Smith School for Enterprise and the Environment, Oxford University, where he pursues research on a broad set of issues, from the economics of sustainability to the role of history in decision making. He earned his PhD in Atmospheric and Oceanic Sciences at Princeton University. He subsequently was a research scientist at the Massachusetts Institute of Technology. He left academia to join McKinsey & Company, where he eventually became a partner. He was one of the leaders of the firm’s Sustainability and Resource Productivity Practice, and a co-founder of its Water Practice. While at McKinsey he also worked on a number of landmark public reports, including “Smart 2020” a report by The Climate Group and a number of ICT companies on the role of the sector in the low carbon transition, and “Charting Our Water Future”, a report on the global water crisis by the 2030 Water Resources Group, a coalition of companies, the World Bank Group, and the World Economic Forum. In 2013, he left McKinsey to join The Nature Conservancy, the largest environmental conservation organization in the world, overseeing its water programs across 35 countries. He was responsible for growing the organization’s work on ecosystem services, on hydropower siting, and on water markets. He left TNC in 2020 to dedicate his time to a number of media projects and advisory work. His first book Water: A Biography—published by Pantheon Books, an imprint of Penguin Random House—will be released in September 2021. His work on sustainability has been widely recognized. In 2014, he was named a Young Global Leader of the World Economic Forum. He has been a member of the Global Agenda Council on Water and of the Global Futures Council on Natural Resource Security at WEF, and of the OECD/World Water Forum High Level Panel on Infrastructure Financing for a Water-Secure World. He is also a member of the Scientific Advisory Panel of the Euro-Mediterranean Center for Climate Change in Italy.

John Levy

John Levy

Director of Impact,
Franklin Real Asset Advisors

  • John Levy is the Director of Impact for Franklin Real Asset Advisors. He is responsible for the thoughtful integration of impact management into the Real Asset team’s investment processes. Mr. Levy manages a framework which covers impact goal-setting, measurement, evaluation and reporting. Prior to his current role, Mr. Levy was director of manager research for Franklin Templeton Multi-Asset Solutions. Mr. Levy began working for Franklin Templeton in 2005 as an intern. He later joined the company's Futures Program and took a position with Franklin Templeton Solutions in 2008, and Franklin Real Asset Advisors in 2018. Mr. Levy holds a B.A. in economics and political science from Bucknell University (2005). He graduated Magna Cum Laude with Honors in economics. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Kim Catechis

Kim Catechis

Head of Investment Strategy,
Franklin Templeton Investment Institute

  • Kim has over three decades of investment experience, spanning developed and emerging market equities. As Investment Strategist, Kim leverages the knowledge of the firm's autonomous investment teams to provide global capital market and long-term investment insights internally and to clients. The Franklin Templeton Investment Institute harnesses the depth and breadth of the firm's global investment expertise and extensive in-house research capabilities to deliver unique investment insights to our clients. Prior to his current role, he was Head of Investment Strategy at Martin Currie, a Franklin Templeton Specialized Investment Manager. Kim joined Martin Currie in 2010, to develop the firm’s Emerging Market capabilities performing the role of portfolio manager and sector analyst. Subsequently he led the provision of macroeconomic and political risk research for the Global Emerging Markets strategy and the wider investment floor. He is fluent in Spanish, Portuguese, Greek and French, with intermediate language ability in Russian, German and Italian. Kim has an MBA from the University of Stirling and a BA in French and German language and literature.

Mary Jane McQuillen

Mary Jane McQuillen

Portfolio Manager & Head of ESG,
Clearbridge (a Franklin Templeton Specialized Investment Manager)

  • Mary Jane McQuillen is a Portfolio Manager and the Head of the Environmental, Social and Governance (ESG) Investment Program at ClearBridge Investments. Mary Jane co-manages the ClearBridge Sustainability Leaders Strategy, as well as a number of other active equity ESG strategies. She has been with the ESG program at a predecessor firm since 1996 and has 24 years of investment industry experience, and is a member of the ClearBridge Investments Proxy Committee.

    Mary Jane is a member of the UN Principles for Responsible Investment (UN PRI) Listed Equities Steering Committee and the ESG Integration Sub-Committee. Mary Jane serves on the Board of Directors for both Net Impact and the Sustainable Investments Institute (Si2). She also serves on the Global Impact Investing Network (GIIN) Advisory Committee for the Listed Equities Working Group and on the Advisory Board for "The Journal of Impact & ESG Investing."

    In 2015, Mary Jane was named to the "Women Worth Watching" list for Financial Services. In 2008, Mary Jane was named a "Rising Star of Corporate Governance" by the Millstein Center for Corporate Governance and Performance at the Yale School of Management. She is also a member of Bpeace, a volunteer organization that works to introduce sustainable business skills to women in Rwanda, Afghanistan, El Salvador and Guatemala.

    Mary Jane received her MBA in Finance from Columbia Business School. She holds a BS in Finance from Fordham University.

Watch Again

ACADEMIC SESSION

Lessons Learnt For Recovery Strategies

Watch again the second academic lecture under our program. Dr Gulio Boccaletti shared his insights on the lessons COVID responses can provide toward ‘building back better’ in the wake of the pandemic

Watch Replay

INVESTOR PANEL

Sustainable Investment Strategies Post-COVID

Watch again the second investor panel under the program. Our panel of academics and investment professionals analysed the way this crisis has accelerated the debate towards a greener and human economy.

Watch Replay

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Other Sessions

Under the overall theme “The Way Forward: Navigating the COVID challenge”, the program will focus on different aspects, ranging from framing the coronavirus challenge to key lessons for recovery strategies to measuring the actual progress towards a better future these strategies deliver. Each of the three academic sessions, will be followed by an investor panel.

Framing the CoVid Challenge

Academic session, 27 January: Insights from scenario planning and from earlier pandemics

Investor session, 9 February: Investing in the ‘new normal’

find out more

Progress towards a Better World

Academic session, 10 June: Building back better – but on what foundations?

Investor session, 29 June: Positioning for the next normal

find out more