Impact Investing Event for Institutional Investors
Institutional investors and 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 alongside financial return 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.
Impact Investing Event for Institutional Investors
Join us in the discussion about how to incorporate impact into institutional strategies and the benefits of portfolio diversification. Investors are invited to learn more about how to approach impact investments in the private and public markets and how to work with impact managers.
- This agenda was created with input from:
- Amara Goeree, Sustainability Director Private Equity, Schroders
- Barbara Wokurka, Head of Impact Investing, FINVIA Family Office GmbH
- Christian Wiehenkamp, Chief Investment Officer, Perpetual Investors
- Markus Schmidt, Director, Pension Fund Management, UniCredit Bank AG
- Sophie Kazmierczak, Leader of the Real Estate Initiative, Bundesinitiative Impact Investing
- Stefan Wilhelm, Associate Director Social Innovation, Bayer Foundation
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.
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 ENGAGEMENT & INSPIRATION
08:30 - 09:00 Registration
09:00 - 09:10
Welcome word | by Phenix Capital Group
09:10 - 10:10
Workshop | From Targets to Strategy: Developing Effective Impact Investing Trajectories
This workshop will focus on the challenges faced by asset owners in developing effective strategies. It will address the main questions: “after formulating a target with relevant KPIs, how can investors set up and implement an actionable strategy?”. The audience will work in groups on the following questions:
• How does the strategy address multiple impact objectives? How does it balance financial aspects and impact?
• What are the main challenges that your organization faces in implementing an effective impact investing strategy? How can these challenges be addressed?
10:10 - 11:00
Panel discussion | Unpacking Additionality in Public Markets
This session will explore how asset owners can create long-term measurable impact alongside attractive and sustainable financial returns by investing in public markets. The panelists will discuss how an end-to-end approach within impact investing can act as a multiplier for additional impact, as well as the importance of additionality, e.g. how investments can generate social or environmental benefits that would not have occurred without the investment. They will also address the challenge and opportunities of impact reporting, providing practical insights on how to measure the impact of investments over the long term.
The session will be valuable for asset owners looking to maximize impact through their investments and for those interested in understanding the role of private markets in achieving long-term sustainable impact.
11:00 - 11:15 Coffee break
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.
12:15- 13:15 Lunch break
13:15 - 13:30
Keynote speech | Biodiversity: The Bridge Between Investment and Research
Fireside chat | Navigating Risk and Returns: Unveiling the Realities of Impact Investing
In this panel, impact specialists will delve into the realistic view of impact investing, recognizing the imperative of generating returns while creating social and environmental impact. The panelists will explore the role of philanthropies in derisking investments, shedding light on how foundations facilitate the dual objectives of impact and financial returns. We will also tackle the pivotal question of scaling impact investments, examining strategies to increase their volume, such as innovative financial models, cross-sector partnerships, and supportive policy frameworks.
14:00 - 14:10
Keynote speech | Championing Impact with Real Assets Investments
14:10 - 15:10 Closing drinks & Networking
JOIN LEADING ORGANISATIONS AS A SPONSOR!
Senior Advisor - Switzerland, Germany, Austria,
Phenix Capital Group
Sustainable and Impact Investing Specialist,
Sustainable Finance Geneva
Swiss Impact Office
Sustainable Development, Trade and Finance,
Head of ESG
GET IN THE MOOD TO MEET YOUR PEERS!
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.
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.