Impact Investing Event for Institutional Investors
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
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INFORM
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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.
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CONNECT
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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.
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DISCOVER
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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.
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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
● 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.
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- 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
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
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- 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
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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
Previously, Eric worked at the Options Exchange in Amsterdam and Aegon Asset Management in The Hague.
Stefan Kuhn
Head of ETF Distribution Europe
Fidelity International
Prior to joining Fidelity in April 2022, Stefan was Head of SPDR ETFs for Germany, Switzerland, and Austria. Stefan’s previous positions include Head of Lyxor ETF Sales German-speaking Europe at Société Générale, Head of Fixed Income Sales Germany/Austria at BNP Paribas and Fixed Income Sales at Morgan Stanley.
Stefan started his career in Fixed Income Research at JP Morgan in London.
Philip Ehrhorn
Chief Technology Officer and Co-Founder
The Great Bubble Barrier
FEATURED SPEAKERS
Ana Pimenta
Chief Impact Strategist
Blink CV
With over 15 years of experience in impact investing, private equity / venture capital, and strategy, Ana has held key roles at Santander, EY, Deloitte, Lynx Asset Managers, Third Way Africa, and Alanis Capital, executing projects across sectors like energy, food and agriculture, infrastructure, education, and real estate. A strategic board member and inspirational speaker, Ana frequently lectures on impact investing and measurement, mentors social enterprises, and advocates for systems-driven strategies that catalyze change.
She holds a PhD in Impact Investing & Measurement from Universidad Autónoma de Madrid and a master’s in Economics from NOVA SBE.
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
Prior to working at Van Lanschot Kempen, Eszter worked for nine years at the Global Reporting Initiative, the global standard setter for corporate sustainability reporting as Head of Capital Markets Engagement. In this role she worked with stock exchanges and market regulators individually and through umbrella organisations, such as the World Federation of Exchanges or the International Organisation of Securities Commissions to advance sustainability reporting worldwide. She was part of the EU Technical Expert Group on Sustainable Finance, focusing on corporate disclosure recommendations.
Eszter holds a Master’s in Economics from the University of Economics in Prague and a Master in Political Science from the Free University of Amsterdam.
Georg Mikus
SVP Fixed Income Product Development
Solactive AG
Earlier he worked as a portfolio manager at Allianz Global Investors and in various roles in risk modelling and equity research at Deutsche Bank and in Consulting.
He holds a PhD in quantitative finance and is an alumnus of Stanford University and Frankfurt School of Finance.
Luke Layfield
Head of Portfolio Management - Private Markets
Aviva Investors
Luke has over 15 years’ experience of private markets. He joined Aviva Investors in 2008 and previously managed several multi-asset secure income portfolios within the Real Estate Long Income team. Prior to that Luke led the Portfolio Analysis team, where he was responsible for the financial underwriting of transactions and quantitative portfolio analysis, and worked as an Analyst in the Real Estate Research team.
He holds an MSc in real estate investment from Bayes Business School, an MA in Politics and Economics from the University of Cambridge, the Investment Management Certificate and is a CFA® charterholder.
Peter van den Tol
Senior Advisor Impact Investing & Responsible Investing
MN
MN manages the institutional portfolios of our stakeholders with a long term focus on both people and the environment. By actively engaging with companies on impact and responsibility we seek to provide both financial and social returns for our stakeholders.
Stijn de Bont
Senior Portfolio Manager ESM/Alternative Investment
APG Asset Management
Stijn De Bont brings experience from previous roles at Kempen & Co, Univest company (Unilever), Blue Sky Group and Optiver.
Stijn De Bont holds a 1995 - 2000 doctoraal in Bedrijfseconomie from Tilburg University. He has a robust skill set that includes Hedge Funds, Tactical Asset Allocation, Asset Management, Portfolio Management, Asset Allocation.
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
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.