English

18th October 2023 | New York

logo ISA 1

 

AGENDA

BE INSPIRED BY THE IMPACT & SUSTAINABILITY PIONEERS!

 

Impact Summit America invites global leaders, pioneers and experts of the impact investing universe to share their knowledge and inspiration. 

 

ISA 2023 theme 2

  1. It is widely acknowledged that there is an urgent need for systemic change across the financial system. Short-term self-serving interests and unthoughtful use of capital power has left a catastrophic footprint on the environment and societal landscape. It is time to reimagine the purpose of capital and give it meaning as an extension of our intent.

    We envision institutional investors playing a leading role in creating an equitable system in which the institutional capital enables solving societal and environmental challenges on a global scale.

  2.  

Tackling systemic issues from within 

 

Institutional investors have the power and agency to implement meaningful mandates that will create systemic change from within. But how? Investors have to make long-term decisions in a complex future where the right move and direction are difficult to estimate. Immobility is however not an option.

Supporting decisions with appropriate data

 

There are challenges - amongst others, the lack of precise measurements or on the other hand the abundance of indicators that cannot be aggregated. To overcome these pain points, the Summit will feature practical sessions to give institutional investors the tools to define their impact goals and measure real-life impact, discuss in a debate setting the overall feasibility of robust Impact Measurement & Management frameworks. 

Investing and solving complex social issues

 

There are many calls to action to be made by institutional investors who are committed to creating meaningful social impact through their investments. Impact Summit America will focus on solving major issues locally, such as the energy transition, gender and racial inclusion, and affordable housing, as well as American involvement in emerging and developing markets through public-private partnerships.

OUR 2023 ADVISORY BOARD

We are proudly collaborating with impact thought leaders as our agenda advisory board to identify current challenges, opportunities and forward-looking topics in the impact investing universe to build a beneficial & thought-provoking programme.

 

• Meredith Lorenz Heimburger, Partner Head of Impact Investing, Global Endowment Management

• Mike McCreless, Executive Director, Impact Frontiers

• Sabrina Bainbridge, Senior Impact Investment Associate, Plan International

• Shiva Rajgopal, Professor, Columbia Business School

• Susan Dorsey, SVP - Finance, Administration, & Impact Investing, Gates Family Foundation

• Trent Sparrow, Manager Impact Investments, Wespath Benefits and Investments
COVER ISA AGENDA

MEET YOUR IMPACT

INVESTING PEERS!

A LIMITED NUMBER OF COMPLIMENTARY TICKETS IS

AVAILABLE FOR ASSET OWNERS & INSTITUTIONAL INVESTORS!

WHAT IS IMPACT INVESTING


 

Whereas ESG investing looks to integrate environmental, social and governance factors when subject to an investment’s performance, impact investing goes a step further by seeking investments that contribute to measurable social and/or environmental impact.

 

THE CHARACTERISTICS OF IMPACT INVESTMENTS

  • Intentionality: intent to achieve a social or environmental goal is clearly expressed and the investor identifies outcomes that will be pursued

  • Additionality: thesis or narrative describes how the investor’s actions will help achieve the goal and how the outcome would not have occurred without the investment

  • Measurement: impact measurement framework in place to assess the level of expected impact and monitor progress against the goal

 

SPECTRUM OF CAPITAL

Impact Summit America programme is focusing on the financial-first impact investment opportunities, offering experienced impact investors the stage to share best practices with their industry peers. 

Defininf impact investing - Spectrum of capital, Phenix Capital Group

 

 

First published by Bridges Fund Management (2015), the Spectrum of Capital maps out different investment approaches, depending on investors’ desired risk, return and impact profile, and categorizing them in a range from traditional investment to philanthropy.

 

  •  Financial-First Impact Investments: select funds in specific sectors, impact themes, or in alignment to the SDGs. In this approach, there is no trade-off between return and impact, and thus all investments should achieve fully commercial risk-adjusted returns.


  •  Impact-First Impact Investments: funds are selected to maximize impact over returns. These investments may target lower risk-adjusted returns to deliver greater impact.

INTERESTED IN A SPEAKING ENGAGEMENT?

For more information on speaking engagements, please get in touch with Noémie Metz-Vinez: noemiemetz-vinez@phenixcapitalgroup.com