Impact Investing Event for Institutional
Investors
Institutional investors and impact 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 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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DISCOVER
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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
● 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
09:10 - 10:10
Breakfast workshop | Phenix Impact Investing Academy: portfolio alignment
This workshop is brought to you by the Phenix Advisory team. The participants will understand how other organizations align their portfolios with their impact mandate through case-study content.
Speaker:
Carol Tarr, IMM Lead, Phenix Capital Group
10:10 - 11:00
Fireside chat | Implementation of a Climate Strategy by 2030
With the 2030 Climate Target Plan, the European Commission proposes to raise the EU's ambition of reducing greenhouse gas emissions to at least 55% below 1990 levels by 2030. Investors are thereby encouraged to increase their ambition to limit the rise in global temperature to 1.5°C and avoid the most severe consequences of climate change. But how are investors and their managers able to stick to their targets? How do they hold their partners accountable? Are less ambitious targets a solution? How will regulations such as SFDR 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:
Raphaël Lance, Managing Director of Energy Transition Funds, Mirova
Rasmus Bessing, Managing Director and CO-CIO (ESG Investing), PFA Asset Management
Niclas Düring, Senior Impact Director, Trill Impact
Quinn Liu, Senior Portfolio Manager, Investments, Danica Pension
Moderator:
Hanna Edström, Head ESG Liquid Markets, LGT Capital Partners
11:00 - 11:15 Networking coffee break
11:15 - 12:35
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.
12:35 - 13:25 Lunch
13:25 -13:40
Keynote speech | Sustainability challenges and opportunities in sovereign bond portfolios
In this session, Brunno Maradei, Global Head of Responsible Investment, at Aegon Asset Management will answer the following questions:
• How do we best define sustainability for countries? What approaches can we take to building a sustainable sovereign bond portfolio?• What does the labelled bond universe look like for sovereigns? How does issuance practice look versus guidelines and standards?
• What are meaningful climate targets for sovereign debt investors, and what role can they play to achieve such targets?
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Speakers:
Brunno Maradei, Global Head of Responsible Investment, Aegon Asset Management
13:40 - 14:30
Fireside chat | Sizeable Social Investments Aligned with Fiduciary Duty
There has been a greater focus on environmental issues whereas social issues on the other hand were sidelined and underfinanced in every area of the world. This session will dive into topics such as:
• Social Infrastructure & Transportation
• Social Inclusion and Education
• Healthcare & Quality of Life
Speakers:
Apricot Wilson, Senior Impact Analyst, Baillie Gifford
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Diana Scalise, Head of Investment, Plan International Denmark
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Suhyon Oh, PhD Fellow, Copenhagen Business School
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Moderator:
Marcus Mølbak Ingholt, Senior Lead Climate Economist, Danmarks Nationalbank
14:30 - 16:00 Closing drinks & networking
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.