Impact Investing Event for Institutional
Investors
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:
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Mikael Bek, Head of ESG, PenSam
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Quinn Liu, Senior Portfolio Manager, Investments, Danica Pension
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Rebecca Rehn, Head of ESG Analyst, Alecta
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Tapio Koivu, Portfolio Manager, Veritas Pension Insurance
OBJECTIVES
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INFORM
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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.
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CONNECT
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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.
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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
● 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.
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.
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
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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
Having worked in development, Apricot has been impressed by the power of financial markets to generate positive societal change. She has a particular interest in opportunities which support those living at the base of the economic pyramid.
Brunno Maradei
Global Head of Responsible Investment,
Aegon Asset Management
Diana Scalise
Head of Investment,
Plan International Denmark
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
PAM is the asset management arm of the PFA Group. PFA is the largest commercial pension fund in Denmark providing pension solutions to a broad range of Danish companies and organizations and as such to more than 1.3 million customers. Further PAM is the management company of a UCITS fund listed on the OMX Copenhagen and other investment structures and manages approx. 90b EUR.
Rasmus is responsible for the ESG-integration across asset classes and active ownership activities. He has been deeply involved in the creation of PFA’s Climate Plus Product and in the overall Net Zero Strategy of the PFA Group. He has served on the board of the Danish Investment Association since 2015. Prior to his current role Rasmus was the General Counsel to PAM. He holds a law degree from the University of Copenhagen and started his carrier as an attorney with the Danish law firm Bech Bruun.
Suhyon Oh
PhD Fellow,
Copenhagen Business School
Carol Tarr
IMM Lead,
Phenix Capital Group
She has a Master’s degree from Harvard University in Religious Studies where she specialized in World Religions with a focus on Ethics. She is from Chicago, USA and lives in Amsterdam.
Chantal Hermans
COO,
Phenix Capital Group
VENUE 2024
DANSK ARKITEKTUR CENTER
Bryghuspladsen 10, 1473 Copenhagen, Denmark
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
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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.
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.