Impact Investing Event for Institutional Investors

The Impact Seminar Series – BENELUX is tailored to institutional investors and asset owners based in Belgium, Netherlands and Luxembourg. It consists of a one-day programme with keynote speeches, InvestorConnect sessions, investor panel discussions, fireside chats and a workshop to close the day touching upon the challenges and opportunities within the impact investing universe.

The Seminar also includes educational workshops and masterclasses presented by Phenix Impact Investing Academy, featuring in-depth sessions on thematic topics. These sessions cover financial data, practical tools, top-tier case studies, and group assignments.

Institutional investors and impact fund managers will be able to exchange best practices, learn from each other’s experiences, and share ideas on creating innovative and scalable solutions to generate impact in private and public markets. During the InvestorConnect sessions, investors can explore a select group of impact strategies in public equity, public debt, private equity, private debt and real assets.

 

WHY ATTEND

 

Impact Investing Event for Institutional Investors

 

We believe in the power of impact investing and the role financial actors play in solving the most pressing issues of our time. Join us on a deep-dive discussion about the relevance of catalysing capital to impact investments and the challenges encompassed in a long-term value creation vision and short-term profit and return maximisation whilst dealing with climate change.

 

OBJECTIVES

 

  • INFORM

  • The Seminar aims to allow institutional investors to share knowledge through discussions about the opportunities and challenges of impact investments in public and private markets.

 

  • CONNECT

  • Investors and fund managers will be able to reconnect with the industry peers, exchange best practices, learn from each other’s experiences, and share ideas on creating innovative and scalable solutions to generate impact in private and public markets.

    • DISCOVER

    • InvestorConnect sessions offer institutional asset owners an efficient way to discover a pre-screened group of scalable impact strategies of institutional quality, across multiple asset classes, impact themes and the SDGs. The dynamic system of 15-minute meetings set a comfortable space to ask relevant questions & create connections along the way.

BOOK YOUR SEAT AMONGST YOUR LOCAL IMPACT INVESTING PEERS!

A LIMITED NUMBER OF COMPLIMENTARY INVITES ARE AVAILABLE FOR INSTITUTIONAL INVESTORS AND ASSET OWNERS. 

WHO WILL ATTEND

This event is catered to C-Suite, Board Members, Portfolio Managers and ESG/Impact Investing officers of:

● Public and Corporate Pension Funds and their Fiduciary Managers,
● Insurance Companies,
● Sovereign Wealth Funds,
● Family Offices,
● Foundations and Endowments,
● Wealth Managers/Private Banks,
● Development Finance Institutions,
● Faith-based Organisations.
 
ADVISORY BOARD 2024
 
The programme of 2024 was created with input from the following industry players:
    • Ana Pimenta, Chief Impact Officer, Blink
    • Andrea Palmer, Responsible Investment Lead, PGGM
    • Angeles Toledo, Team Lead Sustainable Investments & Impact Investor, Blue Sky Group
    • Björn Vennema, Co-Founder & Managing Director, Social Finance NL
    • Bruno Besek, Impact Investment Analyst, NN Group
    • Cedric Scholl, Fiduciary Manager Responsible Investment, APG Asset Management
    • Dimple Sahni, Managing Director, Anthos Fund & Asset Management B.V.
    • Eszter Vitorino, Manager Sustainable Investment, Van Landschot Kempen
    • Gabriëlle Krapels, Managing Director Responsible Investments, APG Asset Management
    • Jasper van der Meulen, Portfolio Manager, Aegon Asset Management
    • Jenny Overmans, Associate Director Portfolio Management, Privium Fund Management
    • Kee Koopmans, Investment Director, Goeie Grutten
    • Kiemthin Tjong Tjin Joe, Senior Investment Manager, Nedlloyd Pension Fund
    • Vincent Triesschijn, Global Head Sustainable Investments, ABN Amro

1-DAY OF ENGAGEMENT & INSPIRATION

AGENDA 2024

09:00 - 09:30 Registration                                            

09:30 - 09:40     

Welcome word | by Phenix Capital Group                                                                                 

Speaker:
Chantal Hermans, Chief Operations Officer, Phenix Capital Group                                                        

09:40 - 10:30       

Breakfast Workshop | Phenix Impact Investing Academy: Biodiversity portfolio alignment 

  • This masterclass is brought to you by the Phenix Research team. As biodiversity emerges as a critical factor in sustainable investments, finance professionals are challenged to reassess traditional portfolio construction.
  •  
  • • This masterclass will begin with a data deep-dive of the biodiversity investing landscape
  • • This masterclass will explore how biodiversity is intertwined with every investment decision and its implications for fund selection.
  • • Participants will take part in a group assignment and role-play exercise, assuming the roles of various asset owners to uncover and prioritize their values, helping to identify investable themes.
  •  
  • Speakers:
  • Carol Tarr, Head of Impact Programme and Collaborations, Phenix Capital Group 
  • Gemma Roex, IMM Lead, Phenix Capital Group 

10:30 - 10:40     

Case study I How do you start with impact – The journey of a pension fund

  • During this presentation, Eric Huizing, Investment Director of the Ahold Delhaize Pension Fund will share the impact journey of the pension fund. Why did they decide to invest with impact? How did they select their investment focus (SDGs/values/themes) and which asset classes did they select? The journey of a pension fund from A to Z.


    Speaker:
  • Eric Huizing, Investment Director, Pension fund Ahold Delhaize

10:40 - 11:10       

Workshop | Building an impactful portfolio

Participants will further engage in a sourcing & impact fund selection exercise to build a robust impact portfolio aligned with the identified values. The groups will utilise a sourcing tool, the Phenix Impact Fund Database, which tracks over 2,800+ institutional-quality impact funds worldwide.

  • Speakers:
  • Carol Tarr, Head of Impact Programme and Collaborations, Phenix Capital Group
  • Ralph Engelchor, Lead Portfolio Manager, Achmea Investment Management
  •  

11:10 - 11:20 Networking coffee break

11:20 - 11:40       

Fireside chat | The growing role of fixed income ETFs in climate-aware investing 

In this session, we dive into the increasing importance of Fixed Income ETFs, particularly in addressing climate and sustainability challenges. We’ll examine their growing popularity, the construction of bond ETFs and indices, and how regulatory developments are influencing their design.

  • Speakers:
  • Stefan Kuhn, Head of ETF Distribution Europe, Fidelity International
  • Georg Mikus, SVP Fixed Income Product Development, Solactive AG
  •  

11:40 - 12:30       

Investor panel l Should investors step in where governments fall short? 

As government priorities shift and sustainability takes a backseat in times of budget cuts, what role should investors play in bridging the gap? This session explores the controversial question of whether investors should step in where governments fall short, particularly in sectors like (affordable) housing and culture. Asset owners will explore the fine balance between fiduciary duty, market volatility, participants’ wishes, and the ethical imperative to invest for both long-term returns and sustainability.

The speakers will address the following points:

• Should investors feel obligated to step in when governments retreat from sustainability funding? If so, why?

• How do investors balance fiduciary duties with the moral imperative to address gaps left by government in sustainability?

• How do place-based investments align with filling these governmental funding gaps?

• How will the new pension system (WTP) influence investors into prioritising environmental and social investments?

  •  
  • Speakers:
  • Ana Pimenta, Chief Impact Strategist, Blink CV 
  • Peter van den Tol, Senior Advisor Impact Investing & Responsible Investing, MN
  • Eszter Vitorino Fuleky, Manager Sustainable & Impact Investing, Van Lanschot Kempen
  •  
  • Moderator:
  • Liza Rubinstein Malamud, Co-founder & Chief Climate Impact, Carbon Equity

12:30 - 13:30 Lunch break

13:30 - 14:50           

InvestorConnect session (required for all asset owners and asset managers)

This dynamic session, consisting of short 15-minute speed meetings, is designed to give asset owners an efficient way to learn about a selected group of impact strategies of institutional quality and take an opportunity to enquire for more details, whilst making connections with other asset owners along the way. 

 

 

14:50 - 15:10 Networking coffee break

15:10 - 15:20    

Keynote | Biodiversity: Beyond the buzzword

This keynote will address the critical role of biodiversity in shaping a resilient economy. The co-founder of The Great Bubble Barrier will discuss the financial and ecological implications of biodiversity loss, and the ways in which investors can integrate biodiversity considerations into their decision-making processes. Specific insights and lessons will be shared from the carbon and plastic credits markets.  

  • Speaker:
  • Phillip Ehrhorn, Chief Technology Officer and Co-Founder, The Great Bubble Barrier 

15:20 - 15:50   

Fireside Chat | Challenges & solutions: Climate & energy 

What are the key challenges in the global climate crisis and energy supply? And what are the solutions available for the transition? In this session, expert asset managers and asset owners will share their views on the matter in various asset classes including real estate.

  • Speaker:
  • Luke Layfield, Head of Portfolio Management - Private Markets, Aviva Investors
  • Randeep Somel, Deputy Fund Manager, M&G Investments 
    •  
    • Moderator:
  • Suzanne Wisse – Huiskes, Investment Committee, InvestEU Fund

15:50 - 16:05             

Case study | Conducting Thorough Due Diligence Throughout
the Manager Selection Process

What is the selection process of an external Fund of Fund private manager? The case study will go over the extensive due diligence done on the impact capabilities of the shortlisted candidates and go over the impact selection criteria used. The presentation will also touch on arrangements made in terms of impact measurement, reporting, and the instruments used to make an impact. The case study will be followed by a Q&A with the audience.  

  • Speaker:
  • Stijn de Bont, Senior Portfolio Manager ESM/ Alternative Investment, APG Asset Management
  •  

16:05 - 16:50             

Practical session | Impact reporting done right: moving beyond big numbers and toward informed investment decisions  

We kick of this session with an introductory presentation on the Impact Performance Reporting Norms- Impact Frontiers’ comprehensive blueprint for enhancing consistency and transparency in impact reporting. The session dives into the importance of impact reporting in informed investment decisions. Up until now, asset managers have drafted impact reports primarily based on their judgment of what information would be most relevant to investors, making it difficult to assess and compare impact management systems and performance across asset managers. Alongside asset managers & asset owners, we will explore their relative perspectives on the Norms, delve into how impact strategy is influencing investment decisions, and explore how quality impact data and independent verification can help mitigate the rising challenge of impact washing.

  • Speaker:
  • Jan-Willem König, Chief Executive Officer, Polestar Capital
  • Narina Mnatsakanian, Impact Investor, Independent Impact Advisor
  •  
  • Moderator:
  • Mohit Saini, Impact Solutions, Phenix Capital Group 
  •  

16:50 - 17:30 Closing & Networking drinks

SPOTLIGHT SPEAKERS

Eric Huizing

VP Investments
Ahold Delhaize Pensioen

Stefan Kuhn

Head of ETF Distribution Europe
Fidelity International

Philip Ehrhorn

Chief Technology Officer and Co-Founder
The Great Bubble Barrier

FEATURED SPEAKERS

Ana Pimenta

Chief Impact Strategist
Blink CV

Carol Tarr

Head of Impact Programmes and Collaborations
Phenix Capital Group

Chantal Hermans

Chief Operations Officer
Phenix Capital Group

Eszter Vitorino Fuleky

Manager, Sustainable & Impact Investing
Van Lanschot Kempen

Gemma Roex

IMM Lead
Phenix Capital Group

Georg Mikus

SVP Fixed Income Product Development
Solactive AG

Jan-Willem König

Chief Executive Officer
Polestar Capital

Luke Layfield

Head of Portfolio Management - Private Markets
Aviva Investors

Liza Rubinstein Malamud

Co-founder & Chief Climate Impact
Carbon Equity

Mohit Saini

Impact Solutions
Phenix Capital Group

Peter van den Tol

Senior Advisor Impact Investing & Responsible Investing
MN

Philip Ehrhorn

Chief Technology Officer and Co-Founder
The Great Bubble Barrier

Narina Mnatsakian

Impact Investor, Independent Impact Advisor

Stijn de Bont

Senior Portfolio Manager ESM/Alternative Investment
APG Asset Management

PARTNERS & SPONSORS 2024

IN THE COMPANY OF LEADING ORGANISATIONS!
We thank our partners and sponsors for supporting Impact Seminar Series - BENELUX 2024 

    LEAD SPONSOR

Fidelity

    GOLD SPONSORS

Aviva
M&G

 SILVER SPONSORS

Aegon
BNY
Polestar Capital logo
Swen
Tikehau Capital

JOIN LEADING ORGANISATIONS AS A SPONSOR!

IMPACT FUND MANAGERS ARE WELCOME TO ENQUIRE ABOUT  SPONSORSHIP OPPORTUNITIES 

VENUE 2024

 

H'ART MUSEUM

Amstel 51, 1018 GR Amsterdam

 

   GOOGLE MAPS

 

The H’ART Museum showcases famous works of art and stories from around the world are brought together in one-of-a-kind exhibitions. The museum is located in a historical landmark at the heart of Amsterdam, called the Amstelhof. Spanning it's history since 1683 serving as a sanctuary for elderly, it was reborn as Amstelhof in 1953. This magnificent landmark has received a new purpose as a museum in 2009 with collection loans from the treasury of the famous Hermitage museum, St. Petersburg, and made it's debut as Hermitage Amsterdam. Nowadays H'art Amsterdam brings leading art together as never before, connecting art from France, USA, UK and the Netherlands.

GET IN THE MOOD TO MEET YOUR INDUSTRY PEERS!

TESTIMONIALS ABOUT OUR EVENTS

WHAT OUR ATTENDEES SAY