Impact Investing Event for Institutional Investors

The Impact Seminar Series – Canada is tailored to institutional investors and asset owners based in Canada and the United States. Impact Seminar Series focuses on the opportunities to move beyond ESG to invest with impact while ensuring market-competitive financial returns.

A half-day programme aims to empower investors to move from the theory to the practice of impact investing through in-depth keynote speeches from experienced impact investors and impact practitioners. 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.

         

WHO WILL ATTEND

This event is catered for 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.

BOOK YOUR SEAT AMONGST YOUR LOCAL IMPACT INVESTING PEERS!

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

1-DAY OF LEARNING & INSPIRATION

PRELIMINARY AGENDA 2024

 

Download the bilingual agenda here >>

8:30-9:00 Registration

09:00 - 10:00

Breakfast workshop | Impact measurement and management

The participants will understand how other organizations measure and manage their impact through case-study content .                                                     

Speakers: Phenix Capital Group

10:00 -10:30

Round table | An update on responsible investment policies in Canada

This presentation will highlight the latest news and research on stewardship and on the enabling environment for favourable policy on responsible investment.

  • Speaker: UN PRI
  •  

10:30 - 11:45  Coffee Break              

10:45 -12:00

Investor Connect session

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.

12:00 - 13:00 Lunch  

13:00 - 13:15

Keynote | Are negative externalities inevitable?

Since every economic activity has an impact, how do you measure unintended consequences? What are the investors’ responsibilities? And how can we consider a better pricing of negative externalities? These are the difficult questions that the keynote speaker will try to answer, looking at how international regulations, sovereigns, and lobbies can be involved in the process.

13:15 -14:00

Investor Panel | Reaching climate objectives by 2030

How are investors and their managers able to stick to their targets? What are the tools available to validate data? How do they hold their partners accountable? Are less ambitious targets a solution? How will regulations go forward or change? And how does a climate strategy fit with fiduciary duty? In this panel, investors will address the many challenges they face when allocating to climate

  • Speaker:
  • Alexandra Chamberlin, Investment Manager , McConnell Foundation
  • David Ung, Chairman of the Advisory Board, PRI Québec
  • Rowe Price

    • Moderator:
      • Jean-François Dumas, Director International Business Development), Finance Montréal

14:00 - 14:20 Coffee Break              

14:20- 15:20

Workshop | Gender lens investing

The participants will understand how other organizations approach gender lens investing.                                                                                                 

Speaker:
Phenix Capital Group

14:50 - 16:00 Closing & Networking                     

IN THE COMPANY OF LEADING ORGANISATIONS!

PARTNERS

We thank our partners and sponsors for supporting Impact Seminar Series - Canada 2023. 

    GOLD SPONSOR

T. Rowe Price Logo

    SILVER SPONSORS

48
SWEN Capital Partners

    IN PARTNERSHIP WITH

FINANCE MONTREAL
PRI

FEATURED SPEAKERS 2023

Eduard van Gelderen

Chief Investment Officer,
PSP Investments

Geneviève Brown

Executive Director,
Global Affairs Canada

Graham Singh

CEO,
Trinity Centres Foundation

Jason Sukhram

Engagement Manager,
Quinn+Partners

Lars Boggild

Impact Investment Manager,
Vancity

Marie-Hélène Lafond

Senior Advisor, Dialogue and Public Affairs,
Fondaction

Narinder Dhami

Board Member,
Community Foundations of Canada
& Executive Lead,
New Power Labs 

Rosalie Vendette

Engagement Manager,
Quinn+Partners

Stéphanie Émond

VP and Chief Impact Officer,
FinDev Canada

Tori Hellrung

Investment Principal, Sustainable and Impact Investments
Fondaction

Wren Laing

Investment Director Impact Investing,
McConnell Foundation

Gemma Roex

Impact Measurement and Management Specialist,
Phenix Capital Group

 

 

VENUE 2023

 

LE MOUNT STEPHEN  

1440 Rue Drummond,
Montréal, Québec H3G 1V9

   GOOGLE MAPS

JOIN LEADING ORGANISATIONS AS A SPONSOR!

IMPACT FUND MANAGERS ARE WELCOME TO ENQUIRE ABOUT SPONSORSHIP OPPORTUNITIES 

GET IN THE MOOD TO MEET YOUR INDUSTRY PEERS!

TESTIMONIALS ABOUT OUR EVENTS

WHAT OUR ATTENDEES SAY

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 Seminar Series programme is focusing on the financial-first impact investments 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.