Impact Investing Event for Institutional Investors
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.
ADVISORY BOARD 2024
- The 2024 programme was developed with the support of:
- David Ung, Director, Sustainable Investing, Global Sustainable Investing Team, Manulife Investment Management
- Matthias Pries, Manager, Investments, World Education Services
- Mohamed Huque, Director, Community Impact, Toronto Foundation
SUPPORTING ORGANISATIONS 2024:
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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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.
1-DAY OF LEARNING & INSPIRATION
AGENDA 2024
Download the bilingual agenda here >>
9:00 -10:00
Breakfast workshop | Impact measurement & management roadmap through entire investment cycle
The participants will understand how other organizations measure and manage their impact through case-study. content.
- Speaker:
- Gemma Roex, Impact Measurement and Management Specialist, Phenix Capital Group
- Melissa Paris St-Amour, IMM practitioner, Member of CAFIID IMM Community of Practice
10:00 -10:40
Round table | Impact & portfolio alignment: How can we integrate sustainability goals across Canada's investment industry?
Kicking off with an overview of key findings from PRI's Legal Framework for Impact project, conducted with research partners UNEP FI and the Generation Foundation, we explore the implications of Canada-specific research for investors. This interactive session will delve into when and how investors can consider pursuing positive sustainability impacts, which policy reforms would further enable investors, and what this all means in practice.
- Speaker:
- Katie Wheatley, Head of Canada, UN Principles for Responsible Investment
10:40 - 10:55 Coffee Break
10:55 -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 - 13:20
Interactive session | Public equities: Ask me anything
After conducting a survey, David Rowlett, Portfolio Manager – U.S. Impact Equity, T. Rowe Price will elaborate and answer any questions on the topics below:
- Impact opportunities in public equity markets
- Impact opportunities in developed markets
- How to approach engagement in public equity markets
- Investor perception of public market impact investing in the US vs. Europe
- Corporate issuers: progress and receptivity to sustainable and Impact efforts
Speaker:
David Rowlett, Portfolio Manager – U.S. Impact Equity, T. Rowe Price
13:20 -14:10
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, Director, Sustainable Investing, Global Sustainable Investing Team, Manulife Investment Management
- Erin Flanagan, Director, Climate Advisory, PSP Investments
- Philippe Bélanger, Head of Responsible Investment, Régime de rentes du Mouvement Desjardins
- Moderator:
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Pauline Barraque-Bigot, Senior Advisor, Partnerships and Strategic Initiatives, Sustainable Finance
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14:10 - 14:30 Coffee Break
14:30- 14:45
Keynote | Investing in reconciliation: navigating the landscape of indigenous social impact measurement
Ian will share the story behind Animikii, a values-driven Indigenous technology company. He will share insights into social entrepreneurship, the challenges and triumphs, as well as the critical role of policy-making in fostering a supportive investment climate for businesses with a mandate for supporting the Truth and Reconciliation process. Specifically, how the Truth and Reconciliation Commission Call to Action #92 helps shape this work. Finally, he will highlight the importance of gathering data to tell a story and how to aggregate data on social investments.
Speaker:
- Ian Capstick, Chief Impact & Communications Officer, Animikii
14:45 - 15:00
Lightning talk | The road from emerging manager to established manager
This lightning talk will explore the transformative path from emerging manager to institutional grade leader in this enlightening session. Explore the critical role of both financial and non-financial support, additionality, in this becoming a manager of institutional grade.
Speaker:
- Pierre-Laurent Macridis, Senior Associate - Private Investment Research, Rally Assets
15:00 - 16:00 Closing & Networking
BOOK YOUR SEAT AMONGST YOUR LOCAL IMPACT INVESTING PEERS!
A LIMITED NUMBER OF COMPLIMENTARY INVITES ARE AVAILABLE FOR INSTITUTIONAL INVESTORS AND ASSET OWNERS.
SPEAKERS 2024
Alexandra Chamberlin
Investment Manager,McConnell Fondation
Chantal Hermans
COO and Head of Impact Investing Intelligence,Phenix Capital Group
David Rowlett
Portfolio Manager – U.S. Impact Equity,T. Rowe Price
David Ung
Director, Sustainable Investing, Global Sustainable Investing Team,Manulife Investment Management
Erin Flanagan
Director, Climate Advisory,PSP Investments
Ian Capstick
Chief Impact & Communications Officer,Animikii
Gemma Roex
Impact Measurement and Management Specialist,Phenix Capital Group
Katie Wheatley
Head of Canada,UN Principles for Responsible Investment
Melissa Paris St-Amour
IMM practitioner,Member of CAFIID IMM Community of Practice
Pauline Barraque-Bigot
Senior Advisor, Partnerships and Strategic Initiatives, Sustainable Finance,Finance Montréal
Philippe Bélanger
Head of Responsible Investment,Régime de rentes du Mouvement Desjardins
Pierre-Laurent Macridis
Senior Associate - Private Investment Research,Rally Assets / Realize Capital Partners
![Alexandra Chamberlin](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Untitled%20design%20(4).png?width=445&height=445&name=Untitled%20design%20(4).png)
Alexandra Chamberlin
Investment Manager,
McConnell Fondation
![Chantal Hermans, COO and Head of Impact Investing Intelligence](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Website%20images/Team%20members/Chantal%20Hermans%2c%20Team%20Lead%20Events%20%26%20Marcom.jpg?width=445&height=445&name=Chantal%20Hermans%2c%20Team%20Lead%20Events%20%26%20Marcom.jpg)
![David Rowlett](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Untitled%20design%20(2)-2.png?width=445&height=445&name=Untitled%20design%20(2)-2.png)
David Rowlett
Portfolio Manager – U.S. Impact Equity,
T. Rowe Price
![David Ung](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/David%20Ung_Portrait.jpg?width=445&height=445&name=David%20Ung_Portrait.jpg)
David Ung
Director, Sustainable Investing, Global Sustainable Investing Team,
Manulife Investment Management
![Gemma Roex](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Website%20images/Team%20members/Gemma%20-%20lowres.jpg?width=445&height=445&name=Gemma%20-%20lowres.jpg)
Gemma Roex
Impact Measurement and Management Specialist,
Phenix Capital Group
![Katie Wheatley](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/KWheatley-1-square%20headshot.jpg?width=445&height=445&name=KWheatley-1-square%20headshot.jpg)
Katie Wheatley
Head of Canada,
UN Principles for Responsible Investment
![Melissa Paris St-Amour](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Melissa%20Paris%20St-Amour.jpg?width=445&height=445&name=Melissa%20Paris%20St-Amour.jpg)
![Pauline Barraque-Bigot](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Untitled%20design%20(5)-2.png?width=445&height=445&name=Untitled%20design%20(5)-2.png)
Pauline Barraque-Bigot
Senior Advisor, Partnerships and Strategic Initiatives, Sustainable Finance,
Finance Montréal
VENUE 2024
LE MOUNT STEPHEN
1440 Rue Drummond,
Montréal, Québec H3G 1V9
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!
High value, as the dynamic Phenix team with Sophie Robe, actively support alliances, connections and builds ongoing vital expansion opportunities for global Impact networks.”
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
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Intentionality: intent to achieve a social or environmental goal is clearly expressed and the investor identifies outcomes that will be pursued
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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
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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 Defininf impact investing - Spectrum of capital, Phenix Capital Group](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20images/Spectrum%20of%20capital%202021%20with%20reference.jpg?width=1000&height=496&name=Spectrum%20of%20capital%202021%20with%20reference.jpg)
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.