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, investor connect sessions, an investor panel discussion and fireside chat, 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.

 

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
Social Finance
Toniic
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.

  • 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 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

PRELIMINARY AGENDA 2024

 

Download the preliminary agenda here >>

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 construction

This workshop is brought to you by the Phenix Advisory team. The participants will understand how other organizations can build a portfolio aligned with their impact mandate through case-study content.

  • Speaker:
    Chiara Borneman,
    Director, Impact Investing, Phenix Capital Group

10:10 - 11:10

Thematic roundtables

After short lightning speeches of 5 minutes each, the speakers will join the audience and each lead a table talk on an impact theme of their choice. The audience participants have the possibility to switch to another table and topic after 15 minutes.

11:10 - 12:00

Fireside chat | Financial inclusion

In this panel discussion, LGPS 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. 

Speaker:

Jonathan Flory, Senior Adviser Government and Enterprise, Social Finance UK

 

Moderator:

Better Society Capital

12:00 - 13:00 Lunch

13:00 - 14:00

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 panellists 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

 

Moderator:

Alessandra Caine, Impact Manager, Toniic

14:00 - 14:15

Keynote speech | Empowering SMEs: Activating AI-powered tech for impactful investment pathways 

This presentation will explore how Artificial Intelligence can revolutionize SME investment journeys from a family office perspective. Grace Almendras-Castillo will also explore the downsides to such technologies.

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

14:15 - 14:30 Networking break

14:30 - 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 investments and decentralized energy plants. 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 Analyst, Railpen
  • Marta Jankovic, Head of Sustainability, Stafford Capital Partners 
  • Matt Robinson, Head of Private Capital Mobilisation, British International Investment
  •  

Moderator:

Social Finance UK

 

14:30 - 15:30

Interview | Investing in the blue economy: Why joining the dots is key to accelerating change

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 investments and decentralized energy plants. 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 Analyst, Railpen
  • Marta Jankovic, Head of Sustainability, Stafford Capital Partners 
  • Matt Robinson, Head of Private Capital Mobilisation, British International Investment
  •  

Moderator:

Social Finance UK

 

15:30 - 16:30  Networking drinks 

FEATURED SPEAKERS 2024

Alessandra Caine

Impact Manager,
Toniic

Amélie Montague

Investment Director,
Better Society Capital

Ben Denton

Chief Executive Officer,
Legal & General Affordable Homes

Chantal Hermans

COO,
Phenix Capital Group

Cristiana Dochioiu

Investment Analyst,
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

Harry Davies

Principal,
Ceniarth

Jonathan Flory

Senior Adviser, Government and Enterprise,
Social Finance UK

Leopold Oettingen-Wallerstein

Co-Founder,
Bullfrog Capital

Mark Florman

CEO,
Time Partners

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 Associate

Raphaël Ghiandai

Chief Financial Officer,
Prince Albert II of Monaco 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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