The Impact Seminar Series – DACH is tailored to institutional investors and asset owners based in Germany, Austria and Switzerland. It consists of a one-day programme with keynote speeches, investor connect sessions, an investor panel discussion and fireside chat, touching upon the challenges and opportunities within the impact investing universe.
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
KEYNOTE SPEAKERS 2022
Mirjam Garzon
Senior Advisor - Switzerland, Germany, AustriaThe GIIN
Vincent Kaufmann
CEO,Ethos Foundation
Mirjam Garzon
Senior Advisor - Switzerland, Germany, Austria
The GIIN
Mirjam founded MG impact AG in 2020 and provides impact advisory services to asset managers, intermediaries and investors. She specializes in developing and implementing tailor-made impact strategies. She’s also a Senior Advisor of the Global Impact Investing Network (GIIN) and a Member of the Advisory Board at Phenix Capital Group. Before, she was Head of Business Development and Product Management at responsAbility Investments for almost 12 years. As part of the management team, she contributed substantially to the successful evolution of the company from a start-up to one of the globally leading asset managers in impact investing. Prior, she held various positions in asset management, risk management and the derivatives market. Mirjam holds a master’s degree in international relations from the Graduate Institute of International and Development Studies in Geneva.
Vincent Kaufmann
CEO,
Ethos Foundation
Vincent Kaufmann (1980) has been the CEO of Ethos Foundation and of Ethos Services since June 2015. He is also Head Proxy Voting, Swiss ESG and Engagement ad interim since October 2020. Vincent Kaufmann joined Ethos in 2004 as a Corporate Governance Analyst, later becoming a Senior and Deputy Head Corporate Governance. He has been member of Ethos Services’ management in charge of investment since 2011 and deputy CEO since 2013. Since 2014, he has been a member of the board of directors of the proxy voting consultant Proxinvest (Paris) and, since June 2019, of the board of Swiss Sustainable Finance. Vincent Kaufmann, a Swiss certified Expert for Accounting and Controlling since 2009, holds a Master’s degree in Business Economics of the University of Geneva (2004).
SPEAKERS 2022
Dirk Meuleman
CEO,Phenix Capital Group
Dominique Habegger
CSO,De Pury Pictet Turrettini & Cie
Juliette Vartikar
Sustainable and Impact Investing Specialist,UBS Group
Kali Taylor
Community Manager,Sustainable Finance Geneva
Kostis Tselenis
Managing Partner,Swiss Impact Office
Luisa Bernal
Sustainable Development, Trade and Finance,UNDP
Sarita Bartlett
Independent Consultant
Dirk Meuleman
CEO,
Phenix Capital Group
Dirk Meuleman is CEO at Phenix Capital Group. Phenix Capital Group is an Amsterdam-based investment consultant that catalyses institutional capital for the SDGs through their institutional impact conferences, impact fund database, impact due diligence tool, and placement services. Prior to Phenix Capital Group, Dirk was a portfolio manager of private equity and infrastructure at Shell and MN pension fund, which is the third largest Dutch pension fund. Together with this extensive experience as an institutional investor, Dirk has sat on the advisory board of over 20 private equity funds. Dirk is a Dutch citizen and holds degrees in International Business Administration, Entrepreneurship and public administration from Erasmus University in Rotterdam. Dirk is a CFA and CAIA Charterholder.
Juliette Vartikar
Sustainable and Impact Investing Specialist,
UBS Group
Juliette joined UBS Asset Management’s SI team in 2021 covering clients in UK, Benelux, and Nordic regions. As a SI Specialist within UBS-AM she is responsible for representing the sustainable investing capabilities to institutional clients and prospects across all asset classes as well as developing new SI solutions. Prior to joining UBS Asset Management, Juliette led UBS’s Global Health & Wellbeing team in HR, where she also designed a program around female financial inclusion. Before this Juliette worked in the UBS Wealth Management Division as an Impact Investment Specialist in the UBS Chief Investment Office. Joining in 2015, Juliette assessed global impact investment themes and corresponding opportunities. Additionally, Juliette wrote UBS publications including the 2016 Impact Investing White Paper and educated both internally and externally on Impact Investment approaches and opportunities. Juliette began her career at Cambridge Associates in Boston where she focused on alternative assets and socially responsible investments and worked to launch the firm's Mission Related Investment team in 2008. Next, she joined a boutique private equity fund in Zurich focused on sustainable water infrastructure, where she oversaw the positioning of the portfolio's impact investments and built partnerships with Development Finance Institutions and NGOs. Juliette has a B.A. from Yale University and an MBA from the University of Oxford.
Kali Taylor
Community Manager,
Sustainable Finance Geneva
Kali Taylor is the community manager at Sustainable Finance Geneva and the coordinator of Building Bridges, a multistakeholder collaboration on sustainable finance. Previously she was a policy officer at the International Institute for Sustainable Development focused on the SDGs. In this role, she led the Geneva 2030 Ecosystem and acted as an Advisor to the SDG Lab at the UN Geneva.Kali is a co-founder and the founding Executive Director of Student Energy, a global not-for-profit dedicated to empowering the next generation of leaders who will transition the world to a sustainable energy future. In her early career, she held numerous positions in the energy industry and completed an internship with the Green Growth Knowledge Program at UN Environment.She holds a Bachelor of Commerce degree from the University of Calgary specializing in Energy Management and a Graduate Diploma in Social Innovation from the University of Waterloo.
Kostis Tselenis
Managing Partner,
Swiss Impact Office
Kostis is considered today as one of the pioneer investment experts that helped shape impact investing in Europe. He has a long track record in Investment Banking, Private Equity, Project Finance and Fund Management having managed diversified impact investing portfolios of private and institutional investors of 100s of millions. He has been invited as a speaker in international events and conferences, and published articles in electronic and print media. He is a lecturer for the Finance MBA program of the EPFL’s Swiss Finance Institute, and has held also other guest lectures for the Impact MBA Program of the University of St. Gallen, the Sustainable Finance MBA Program of the University of Geneva and the Business Week of the American College of Greece. He has held various board positions in high growth companies, and is a supporter and member of several international sustainability focused organizations. He got his Masters degree with magna cum laude in Economics & Finance at the University of Zurich, is Swiss and Greek, and lives in Zurich.
Luisa Bernal
Sustainable Development, Trade and Finance,
UNDP
Luisa E. Bernal joined UNDP Sustainable Finance Hub as Policy Specialist in 2019. In this role she promotes partnerships with corporate and finance actors in support of UNDP’s mission to help align finance to the SDGs and channel resources to developing countries where they are most needed. She assists UNDP country offices to identify purposeful ventures contributing to the SDGs and to develop capacity and nurture partnerships with governments and other stakeholders to strengthen the business environment and impact ecosystem at local level. She worked before with the Inclusive Growth team of UNDP providing policy advice and programme support to UNDP country offices and governments towards private sector development and enhancing trade capacity while creating opportunities for women and youth. In this capacity, she also participated in UNDP efforts towards designing integrated approaches to SDG implementation advising UN country teams on SDG mainstreaming in national planning and acceleration efforts. She started her career as Project Manager at the Ministry of Production and Commerce of the Government of Venezuela in 1997, followed by her designation as Economic Attaché at the Permanent Mission of Venezuela before the United Nations and other International Organizations in Geneva where she represented the country in several technical and negotiating Committees at the World Trade Organization and other fora. She holds a Master’s degree in International Affairs from Columbia University, New York with concentration on International Political Economy, and a degree in International Relations from Universidad Central of Venezuela.
Sarita Bartlett
Independent Consultant
From 2016 to 2022, Sarita was head of ESG at Obviam, the investment advisor of SIFEM. Her work included using systematic approaches to identifying, mitigating and managing ESG risks and associated reputational risks, as well as identifying and promoting ESG-related opportunities. Prior to joining Obviam, she held a similar position at the state-owned Norwegian Investment Fund for Developing Countries (Norfund). She previously developed and managed Storebrand Investments’ pioneering social responsible investments. She has also previously headed KPMG’s Sustainable Advisory Services in Norway and has held board and advisory positions in corporates, inancial institutions, and non-proit organisations.
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.
● 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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