The Pathway to Action

2015 Conference on Inclusive Capitalism

June 26th, 2015
London, UK
The Mansion House


The 2015 Conference for Inclusive Capitalism, which took place in London on Friday, June 26th 2015, was part of a global collaborative movement toward Inclusive Capitalism. It convened the world’s most influential asset owners, managers and creators in an effort to enhance the value of environmental, human, ethical and social capital in pursuit of their fiduciary duties.


  • To bring together business, investment, government and academic leaders with the capability to create Inclusive Capitalism
  • Identify the Pathway to Action: concrete steps that we can take together to make capitalism more inclusive.
  • Facilitate the exchange of best practice by financial and corporate leaders and to share ideas and information about initiatives that are already underway around the world
  • To support policy and intellectual leadership from government, regulators and the academic community.
2015 Conference on Inclusive Capitalism




8:00 am


    9:00 am

    Opening Remarks

    • Alderman Alan Yarrow, Lord Mayor of the City of London
    9:05 am

    Opening Address: Moving towards Inclusive Capitalism

    • HRH The Prince Of Wales
    9:10 am

    Introduction: Progress since 2014- Aspirations for 2015

    • Lady Lynn Forester De Rothschild, Chief Executive Officer, E.L. Rothschild; Co-Founder, The Coalition for Inclusive Capiltalism
    9:15 am

    The Indispensable Building Blocks of Inclusive Capitalism

    Leading thinkers discuss the moral and sociological basis for creating a better society through the tenets of Inclusive Capitalism.

    • Arthur Brooks, President, The American Enterprise Institute
    • Justin Welby, Archbishop of Canterbury, The Church of England
    • Moderator: Darren Walker, President, The Ford Foundation
    9:45 am

    Asset owners discuss reasons for establishing investment objectives beyond financial metrics only. What tools and processes help capture both financial and non-financial performance? What are the best incentive systems to encourage long-term investments in sustainable companies?

    • Adrian Orr, Chief Executive Officer, New Zealand Superannuation Fund
    • David Atkin, Chief Executive Officer, CBUS
    • George Serafeim, Jakurski Family Associate-Professor of Business Administration, Harvard Business School
    • Jagdeep Singh Bachner, Chief Investment Officer, University of California
    • Johan H Andresen, Owner and Chairman, FERD; Chair- Council on Ethics, Norwegian Government Pension Fund Global
    10:55 am


      11:20 am

      Inclusive Capitalism and the Chief Executive Officer: Walking the Talk

      Chief Executive Officers discuss their own role in the process of moving towards a more Inclusive Capitalism. A key task is to persuade many different groups of stakeholders of the merits of their actions. Which groups pose the biggest challenge? How can Chief Executive Officers best quantify and communicate the benefits and implications of Inclusive Capitalism to all stakeholders?

      • Dominic Barton, Global Managing Director, McKinsey
      • Indra Nooyi, Chairman and Chief Executive Officer, PepsiCo
      • Richard Adkerson, Chief Executive Officer and Vice Chairman, Freeport-McMoran Copper & Gold
      • Moderator: Judith Rodin, President, The Rockefeller Foundation
      12:20 pm


        1:10 pm

        Inclusive Capitalism: Does it Work for Workers?

        The panel discusses the implications of Inclusive Capitalism in the areas of wages, skills, training, technology and the imbalance of capital vs labour. How are companies addressing these issues?

        • Joe Kaeser, President and Chief Executive Officer, Siemans AG
        • Sharan Burrow, General Secretary, The International Trade Union Confederation
        • Sir Charlie Mayfield, Chairman, John Lewis Partnership
        • Vishal Sikka, Chief Executive Officer and managing Director, Infosys
        • Moderator: Adam Posen, President, Peterson Institute for International Economics
        2:15 pm

        Inclusive Capitalism and Government: Friend or Foe?

        The panel discusses ways in which governments can help institutional investors and companies realise the objectives of Inclusive Capitalism. What do the optimal partnerships between government and the private sector look like?

        • Mark Wilson, Chief Executive Officer, Aviva
        • Theresa Whitmarsh, Executive Director, Washington State Investment Board
        • Tony Elumelu, Chairman, Heirs Holdings
        • Wang Dongming, Chairman, CITIC Securities Co
        • Moderator: Lionel Barber, Editor, Financial Times
        3:25 pm


          3:45 pm

          Creating Fair and Effective Markets

          As a result of the G20/FSB reforms agenda, the global banking system has become safer, simpler and more resilient. However, a spate of misconduct scandals have overshadowed this progress and diminished trust in both institutions and markets. What needs to be done by regulators, financial institutions and finance professionals to rebuild that trust? How can we create core financial markets that work fairly and effectively to deliver strong sustainable and balanced growth?

          • Mark Carney, Governor, The Bank of England
          • Moderator: Zanny Minton-Beddoes, Editor-in-Chief, The Economist
          4:15 pm

          Inclusive Capitalism: Problems and Solutions

          • Carlos Slim Helu, Honorary Chairman, America Movil
          • Moderator: Louisa Bojesen, Anchor, CNBC
          4:45 pm

          Closing Remarks

          • Alderman Alan Yarrow, Lord Mayor of the City of London
          4:50 pm


            5:30 pm


            • Alderman Alan Yarrow, Lord Mayor of the City of London
            5:35 pm

            Opening Remarks

            • Lady Lynn Forester De Rothschild , Chief Executive Officer, E.L. Rothschild; Co-Founder, The Coalition for Inclusive Capitalism
            5:40 pm

            KEYNOTE: What it's All About - Actions for the Future

            • President Bill Clinton, Founder of the Bill, Hillary and Chelsea Clinton Foundation; 42nd President of the United States of America
            6:30 pm