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.

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:
  •  
  • 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.

  • 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.

AGENDA 2024

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?
  •  
  • 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 

  • Diana Scalise, Head of Investment, Plan International Denmark

  • Suhyon Oh, PhD Fellow, Copenhagen Business School 

  • 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

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.