Impact Investing Event for Institutional
Investors

The Impact Seminar Series - Nordics is tailored to institutional investors and asset owners based in Norway, Sweden, Denmark, Finland and Iceland. It consists of a one-day programme with keynote speeches, investor connect sessions, panel discussions and fireside chats, touching upon the challenges and opportunities within the impact investing universe.

The Seminar also includes educational workshops and masterclasses presented by Phenix Impact Investing Academy, featuring in-depth sessions on thematic topics. These sessions cover financial data, practical tools, top-tier case studies, and group assignments.

Institutional investors and practitioners 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 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

 

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:
  •  
  • Mikael Bek, Head of ESG, PenSam 

  • Quinn Liu, Senior Portfolio Manager, Investments, Danica Pension 

  • Rebecca Rehn, Head of ESG Analyst, Alecta 

  • Tapio Koivu, Portfolio Manager, Veritas Pension Insurance 

 

OBJECTIVES

 

  • INFORM

  • The Seminar aims to allow institutional investors to share knowledge through discussions about the challenges and opportunities 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.

  • LEARN

    Learn through educational workshops and masterclasses featuring in-depth sessions on the current impact topics. These sessions cover financial data, practical tools, top-tier case studies, and group assignments.

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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.

AGENDA 2024

08:30 - 09:00 - Registration

09:00 - 09:10

Welcome word 

Speaker:

Chantal Hermans, COO, Phenix Capital Group                                                                                                                                                                        

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.

Speaker:

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 favorable policy on responsible investment  

Speakers:

UN PRI

10:30 - 10:45 Networking 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.

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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.

Speakers:

  • Alexandra Chamberlin,  (Investment Manager), McConnell Foundation
  •  
  • David Ung, Chairman of the Advisory Board), PRI Québec
  •  
  •  
  •  
  • Moderator:

    Jean-François Dumas,  Director International Business Development, Finance Montréal

     

14:00 - 14:20 : Coffee Break

BOOK YOUR SEAT AMONGST YOUR LOCAL IMPACT INVESTING PEERS!

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

FEATURED SPEAKERS 2024

Apricot Wilson

Senior Impact Analyst,
Baillie Gifford

Brunno Maradei

Global Head of Responsible Investment,
Aegon Asset Management

Diana Scalise

Head of Investment,
Plan International Denmark

Hanna Edström

Head ESG Liquid Markets,
LGT Capital Partners

Quinn Liu

Senior Portfolio Manager, Investments,
Danica Pension

Marcus Mølbak Ingholt

Senior Lead Climate Economist,
Danmarks Nationalbank

Niclas Düring

Senior Impact Director,
Trill Impact

Raphaël Lance

Managing Director of Energy Transition Funds,
Mirova

Rasmus Bessing

Managing Director and CO-CIO (ESG Investing),
PFA Asset Management

Suhyon Oh

PhD Fellow,
Copenhagen Business School

Carol Tarr

IMM Lead,
Phenix Capital Group

Chantal Hermans

COO,
Phenix Capital Group

VENUE 2024

 

DANSK ARKITEKTUR CENTER

Bryghuspladsen 10, 1473 Copenhagen, Denmark

   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!

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 categorises 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.