Impact Investing Event for Institutional Investors in the UK

The Impact Seminar Series - UK seminar is tailored to institutional investors and asset owners based in England, Scotland, Northern Ireland and Wales. It consists of a one-day programme with keynote speeches, InvestorConnect sessions, an investor panel discussion and fireside chat, 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 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.

 

PROGRAMME ADVISORY BOARD  2024:

  • This programme was created with input from:

 

  •  
  • •    Abraham Mendes Da Costa, Investor Engagement Officer, Better Society Capital
    •    David Gowenlock,
    Sustainable and Impact Investing, Cambridge Associates 
    •   Evalinde Eelens MBA MSC FRM CAIA, Professional Board Member- Pension Funds; Founder, Ravenna Consulting
  • •   Ismat Imaan, Investor Relationship, Better Society Capital
•   Leopold Oettingen-Wallerstein, Co-Founder & Corporate Development, Bullfrog Capital
  • •    Linda Carmody, Senior Relationship Manager, Better Society Capital
  •  •   Marta Jankovic, Head of Sustainability, Stafford Capital Partners
  •  •   May Rahmani, Principal Banker, Product Development, Debt Mobilisation, European Bank for Reconstruction & Development (EBRD)
  •  
  • SUPPORTING ORGANISATIONS 2024:

CFA_UK
Toniic
Social Finance _UK _website
GAIN logo

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 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.

WHO SHOULD 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

AGENDA 2024

 

09:00 - 09:30 Registration 

09:30 - 09:40

Welcome Word                                                                              

  • Speaker:
  • Chantal Hermans, COO, Phenix Capital Group                                                                                                                                                                        

09:40 - 11:00

Masterclass for Investors | Phenix Impact Investing Academy: The Real Weight of Biodiversity in Portfolio Construction

  • This masterclass is brought to you by the Phenix Research team. As biodiversity emerges as a critical factor in sustainable investments, finance professionals are challenged to reassess traditional portfolio construction.
    1. ●  This masterclass will begin with a data deep-dive of the biodiversity investing landscape
      1. ●  This masterclass will explore how biodiversity is intertwined with every investment decisions and its implications for fund selection.
      2. ●  Participants will take part in a group assignment and role-play exercise, assuming the roles of various asset owners to uncover and prioritize their values, helping to identify investable themes.
      3. ●  Participants will further engage in a sourcing & impact fund selection exercise to build a robust impact portfolio aligned with the identified values. The groups will employ a practical sourcing tool, the Phenix Impact Fund Database, which tracks over 2,700 institutional-quality impact funds worldwide.
      4.  
  • Speaker:
    Niki Natarajan, Head of Research, Phenix Capital Group
    Gemma Roex, Impact Measurement and Management Lead, Phenix Capital Group

11:00 - 11:15 Networking Break 

11:15 - 11:50

Fireside Chat |  The Case for Investing in Social and Affordable Housing

In this panel discussion, investment professionals will explore challenges and opportunities in impact strategies focusing on social and affordable housing. They will also discuss their responsible investment policies, and how they collaborate in the industry with the government and regulatory bodies.

  • Speakers:
  • Abdul R Shiil, Co-Founder & Director, Sahan Cares CIC
  • Ben Denton, Chief Executive Officer, Legal & General Affordable Homes
  • Jonathan Flory, Senior Adviser Government and Enterprise, Social Finance UK 
  •  
  • Moderator:
  • Marie-Alix Prat, Investment Manager, Better Society Capital 

11:50 - 12:15

Interview | Investing in the Blue Economy: Why Joining the Dots is Key to Accelerating Change

The blue economy promises immense opportunities for growth, but what are investible solutions? This interview gives an overview on sustainable investments in the blue economy, green shipping, aquaculture, and the fight against plastic pollution. An expert speaker will discuss the balance between economic benefits and environmental impact, challenging views on investments in the blue economy.

  • Speaker: 
  • Raphael Ghiandai, CFO, The Prince Albert II of Monaco Foundation
  •  
  • Moderator:
  • Niki Natarajan, Head of Research, Phenix Capital Group

 

12:15 - 13:00 Lunch

13:00 - 13:45

Investor Panel | What is the Impact Investing Journey for Family Offices?

How do families research their values, and how the different appetites for impact and risk are reflected in a family’s portfolio? The panelists will share their journey in the development of an impact strategy.

  • Speakers: 
  • Francesca Spoerry, Head of Trainings and Partnerships, Center for Sustainable Finance and Private Wealth (CSP) - University of Zurich
  • Harry Davies, Principal, Ceniarth
  • Mark Florman, CEO, Time Partners
  • Nick Rees, Managing Director, Private Client Practice, Cambridge Associates
  •  
  • Moderator:
  • Alessandra Caine, Impact Relations Manager, Toniic

13:45 - 14:00

Keynote speech | Empowering SMEs: Activating AI-powered Tech for Impactful Investment Pathways 

This presentation will explore how AI and Technology can be harnessed and leveraged for good from the perspective of deploying capital to SMEs from Family Office and Corporate Foundation perspectives.

Speaker:
Grace Almendras – Castillo, Founder and CEO, Gifftid 

14:00 - 14:15 Networking break

14:15 - 14:35

Case study | Institutional Investments Tackling Health Equity    

In this case study, Sergio Ung, Investment Associate, at the Guy’s & St Thomas’ Foundation will present how the Foundation uses both its position as an investor and its grant funding work to tackle health inequity. The session will highlight the initiatives by Guy's & St Thomas' Foundation and their collaboration with the NHS and the government to promote health equity.

  • Speaker: 
  • Sergio Ung, Investment Associate, Guy’s & St Thomas’ Foundation
  •  

14:35 - 15:30

Panel Discussion | How Can Investors Ensure they are Adequately Prepared for the Climate Transition and the Potential Challenges it Presents?     

The climate transition presents both challenges and opportunities for investors. This panel will delve into the complexities of investing in climate transition, focusing on asset-backed infrastructure, decentralized energy plants, private equity and timber optimised for carbon sequestration Speakers will discuss the diligence needed to mitigate risks of greenwashing and the potential underestimation of climate risk in current scenarios, such as those presented by the Task Force on Climate-related Financial Disclosures (TCFD).

  • Speakers: 
  • Cristiana Dochioiu, Investment Manager, Railpen
  • Leopold Oettingen-Wallerstein, Co-Founder, Bullfrog Capital
  • Marta Jankovic, Head of Sustainability, Stafford Capital Partners 
  • Matt Robinson, Head of Private Capital Mobilisation, British International Investment 
  •  
  • Moderator:

    Jonathan Craddock, Director - Fiduciary Management & Institutional Solutions, Van Landschot Kempen

     

15:30 - 15:40

Announcement | CFA Institute Diversity, Equity, and Inclusion Code (UK)

The CFA Institute Diversity, Equity, and Inclusion Code (UK) is a set of principles developed to drive greater diversity, equity, and inclusion within the investment industry in this market. The Code equips signatories with the tools to drive meaningful change, create a more inclusive working environment, and generate a cycle of positive change

  • Speaker: 
  • Lindsey Stewart, Chair, CFA Institute DEI Code UK Working Group, CFA Institute

 

15:40 - 17:00  Networking drinks 

FEATURED SPEAKERS 2024

Abdul R Shiil

Co-Founder & Director
Sahan Cares CIC

Alessandra Caine

Impact Manager
Toniic

Ben Denton

Chief Executive Officer
Legal & General Affordable Homes

Chantal Hermans

COO
Phenix Capital Group

Cristiana Dochioiu

Investment Manager
Railpen

Francesca Spoerry

Head of Trainings and Partnerships
Center for Sustainable Finance and Private Wealth, University of Zurich

Grace Almendras- Castillo

Founder and CEO
Gifftid

Gemma Roex

Impact Measurement and Management Lead
Phenix Capital Group

Harry Davies

Principal
Ceniarth

Jonathan Craddock

Director - Fiduciary Management & Institutional Solutions
Van Lanschot Kempen

Jonathan Flory

Senior Adviser, Government and Enterprise
Social Finance UK

Leopold Oettingen-Wallerstein

Co-Founder
Bullfrog Capital

Lindsey Stewart

Chair, CFA Institute DEI Code UK Working Group
CFA Institute

Mark Florman

CEO
Time Partners

Marie-Alix Prat

Investment Manager
Better Society Capital

Marta Jankovic

Head of Sustainability
Stafford Capital Partners

Matt Robinson

Head of Private Capital Mobilisation
British International Investment

Niki Natarajan

Head of Research
Phenix Capital Group

Nick Rees

Managing Director, Private Client Practice
Cambridge Associates

Raphaël Ghiandai

Chief Financial Officer
Prince Albert II of Monaco Foundation

Sergio Ung

Investment Associate
Guy’s & St Thomas’ Foundation

JOIN LEADING ORGANISATIONS AS A SPONSOR!

IMPACT FUND MANAGERS ARE WELCOME TO ENQUIRE ABOUT SPONSORSHIP OPPORTUNITIES 

 

 

VENUE 2024

 

THE ROYAL INSTITUTION

14421 Albemarle Street, London W1S 4BS

   GOOGLE MAPS

 

The Royal Institution (Ri) was founded in March 1799 with the mission to introduce new technologies and promote the teaching of science to the general public. It aimed to foster a greater understanding and appreciation of science and its applications in everyday life. It is dedicated to bringing the public and scientists together to share their interest and passion for science. This includes ensuring equitable access to scientific knowledge and engagement opportunities, particularly for those from disadvantaged communities​.

Moreover, the Ri offers charitable support to young people in disadvantaged communities, helping them engage with science through various outreach programs and educational initiatives. This effort aims to inspire the next generation of scientists and ensure that everyone has the opportunity to participate in scientific learning and discovery​.

The Royal Institution

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