Impact Investing Event for Institutional Investors

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.

 

WHY ATTEND

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. 

 

ADVISORY BOARD:

  • 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 
    •  
    •  

 

SUPPORTING ORGANISATIONS:

Bundesinitiative Impact Investing - Trill Impact logo (1)

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 impact 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 their impact journeys.

    • 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 ENGAGEMENT & INSPIRATION

PRELIMINARY AGENDA

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

11:15 -12:15

InvestorConnect 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.

12:15- 13:15 Lunch break

13:15 - 13:30

Keynote speech | Biodiversity: The Bridge Between Investment and Research                            

13:30 -14:00

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  

VENUE 2023

 

HOTEL VIER JAHRESZEITEN KEMPINSKI MUNICH

Maximilianstraße 17, 80539

Munich, Germany

   GOOGLE MAPS

JOIN LEADING ORGANISATIONS AS A SPONSOR!

IMPACT FUND MANAGERS ARE WELCOME TO ENQUIRE ABOUT SPONSORSHIP OPPORTUNITIES 

STAY UPDATED FOR THE 2023 SPEAKERS

SPEAKERS 2022

Mirjam Garzon

Senior Advisor - Switzerland, Germany, Austria,
The GIIN

Vincent Kaufmann

CEO,
Ethos Foundation

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

Head of ESG
Obviam

GET IN THE MOOD TO MEET YOUR 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.