Impact Investing Event for Institutional Investors in the UK
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
- • 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)
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SUPPORTING ORGANISATIONS 2024:
OBJECTIVES
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INFORM
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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.
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CONNECT
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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.
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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.
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WHO SHOULD 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.
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 UKModerator:
Better Society Capital12:00 - 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
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
![Alessandra Caine_photo](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20information/ISE%20content/ISE%202024/Speaker/Alessandra%20Caine_photo.jpeg?width=445&height=445&name=Alessandra%20Caine_photo.jpeg)
Alessandra Caine
Impact Manager,
Toniic
She now works at Toniic, a global action community of impact investors, where she connects and supports members on their holistic journey towards deep impact. She also advises part-time Danum Ecosystem Fund, a fund which invests in listed companies with the ambition of preventing or halting global biodiversity loss. She works mainly in Belgium, Netherlands, Luxemburg and the UK as she is based in Amsterdam.
![Amelie_Busch.-1](https://impactevents.phenixcapitalgroup.com/hubfs/Amelie_Busch.-1.jpg)
Amélie Montague
Investment Director,
Better Society Capital
She’s a Director on the RCB Bonds plc Board who oversee the RCB bond issuing platform that helps raise debt finance for charities and ethical companies through bonds listed on the London Stock Exchange.
Prior to joining the team, Amelie spent seven years at FactSet Research Systems, a NYSE-listed financial technology & analytics company. There she managed the European relationships with the firm’s largest asset & wealth management clients, advising them on solutions ranging from multi-asset class portfolio analytics to quantitative workflows to ESG research platforms.
![Ben Denton](https://impactevents.phenixcapitalgroup.com/hubfs/Ben%20Denton.jpeg)
Ben Denton
Chief Executive Officer,
Legal & General Affordable Homes
As Executive Director of Property and Development, he delivered a development programme of 1,300 homes a year, managing an annual budget of c. £250 million. Ben has over 30 years of experience across residential housing, regeneration and real estate.
Prior to Sovereign, Ben held the position of Group Director of Strategy and Business Development at house builder Keepmoat, Executive Director of Growth, Planning and Housing at Westminster City Council.
He also serves as the Director of Investment at First Base and was a Director and Executive Consultant for ABROS financial advisory and KPMG. Additionally, Ben was previously Chair at Westminster Community Homes, Deputy Chair of Thames Valley Housing Association.
![Chantal Hermans](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Website%20images/Team%20members/Chantal%20Hermans%2c%20Team%20Lead%20Events%20%26%20Marcom.jpg?width=445&height=445&name=Chantal%20Hermans%2c%20Team%20Lead%20Events%20%26%20Marcom.jpg)
Chantal Hermans
COO,
Phenix Capital Group
Her passion for sustainability and building a better world brought her to Phenix Capital Group, where she can fully focus on delivering education on impact investing and helping the industry move forward.
![Cristiana Dochioiu](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20information/Speakers/Cristiana%20Dochioiu-1.jpg?width=445&height=445&name=Cristiana%20Dochioiu-1.jpg)
Cristiana Dochioiu
Investment Analyst,
Railpen
Over the past few years, she has concentrated on originating, executing, and managing assets in core and growth infrastructure, as well as handling long-term real estate transactions. Additionally, Cristiana has played a crucial role in developing the fund’s ESG framework.
Cristiana began her career at Bloomberg, focusing on analysis in the structured products market. She then joined Railpen’s investment risk team, providing risk analysis for both public and private markets.
Cristiana holds a BSc in Economics from the University of Warwick and an MSc in Financial Risk Management from University College London.
![Francessca](https://impactevents.phenixcapitalgroup.com/hubfs/Francessca-1-1-1-1-1-1.jpeg)
Francesca Spoerry
Head of Trainings and Partnerships,
Center for Sustainable Finance and Private Wealth, University of Zurich
Before CSP, Francesca was the Head of Knowledge Development at the Global Steering Group for Impact Investment, where she was responsible for knowledge creation and knowledge development activities across a global community of impact investors. She previously worked at SystemIQ, Big Society Capital and Morgan Stanley. She is a board member at North Kensington Community Energy, a cooperative creating community owned solar energy projects in London
![Grace Almendras Castillo](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Grace%20Almendras-1.jpg?width=445&height=445&name=Grace%20Almendras-1.jpg)
Grace Almendras- Castillo
Founder and CEO,
Gifftid
Currently, Grace focuses on addressing the challenges of achieving fair and equitable distribution of financial capital for social and purposeful enterprises. Recognizing the transformative potential of untapped human talent, she aims to empower global social entrepreneurs, industry leaders, and investors through Gifftid. By uniting bright minds, catalytic capital, and impact investors via an innovative digital intelligence platform, Grace is poised to make a significant impact.
Committed to continuous learning, Grace has completed various programs, including Impact Investing, Social Finance, and Impact Management at the University of Oxford; the Executive Development Program from The Wharton School of Business at the University of Pennsylvania; Entrepreneurship studies at The Rotman School of Business at the University of Toronto; and Sustainable Finance and ESG Frameworks at the Yale School of Management, among others.
Coming from a family of women entrepreneurs and micro-finance investors, she upholds the legacy of providing opportunities for impact investing and creating meaningful impact.
![Harry Davies](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20information/Speakers/Harry%20Davies-1.jpeg?width=445&height=445&name=Harry%20Davies-1.jpeg)
Harry Davies
Principal,
Ceniarth
Prior to joining Ceniarth, Harry worked extensively across Sub-Saharan Africa and South Asia helping to design and scale inclusive business models that can improve outcomes for low-income groups.
![Jonathan Flory](https://impactevents.phenixcapitalgroup.com/hubfs/Jonathan%20Flory.png)
Jonathan Flory
Senior Adviser, Government and Enterprise,
Social Finance UK
Jonathan has served as Director / Board member / Chair of five social impact bond project companies, which aim to improve educational and employment outcomes for young people and adult homeless.
Prior to joining Social Finance in 2011, Jonathan served as Acting Director of Pro Bono Economics, a charity which introduces economists to charitable organisations to help address questions around measurement, results and impact. Previously, he spent over 25 years as a Corporate Finance adviser within the investment banking sector, principally at Dresdner Kleinwort.
He serves as NED of HMPPS Agency and Vice Chair/Trustee of Perins Multi Academy Trust. .
![Leopold](https://impactevents.phenixcapitalgroup.com/hubfs/Leopold.jpeg)
Leopold Oettingen-Wallerstein
Co-Founder,
Bullfrog Capital
He is the co-founder and corporate development lead of Bullfrog Capital, a climate finance company that provides financing for energy efficiency and sustainable infrastructure projects.
He is also a partner at Protos Partners, a private equity firm that focuses on the growth equity investments in energy transition and the future of work sectors.
![Mark Florman](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20information/Speakers/Mark%20Florman.png?width=445&height=445&name=Mark%20Florman.png)
Mark Florman
CEO,
Time Partners
Mark’s early career at the Northern Trust Bank in Chicago saw him co-found the interest rate swap business in America; later advising on corporate restructurings, M&A and equity capital markets. In 1992, Mark was the co-founder and CEO of the merchant banking group, Maizels Westerberg, which was ranked the number one M&A firm in Europe (1998, 1999) amongst independent firms. Maizels Westerberg advised on the formation of private equity groups including EQT. Mark joined the European private equity firm, Doughty Hanson, in 2001 and was involved in investing in and developing portfolio companies including The Priory, RHM, Tumi and he chaired their largest investment, LM Glasfiber. Mark has been involved in multiple projects across the PE industry, starting in 1989 with the formation of IK, exits and takeovers of managers. At Doughty Hanson, he grew the LP base of the manager significantly. Mark led the BVCA for two years, negotiating AIFMD on behalf of the European industry.
He has worked with multiple private equity firms, investors and regulators. He specialises in designing investment strategies for those looking to build endowments. Mark was a member of the Prime Minister’s G8 Social Impact Investment Task Force, working with Sir Ronnie Cohen in the development of the impact investing industry. He was appointed by the Government to co-lead a review of the Big Lottery Fund in 2013. He was later appointed as Governor for England at the BBC, where he led a new approach to purpose-led reporting and was Chair of the BBC Service Review for England. Mark chaired the European listed PE association (LPeC), growing it across Europe over the past five years.
Mark is Chairman of the Mauritius Investment Corporation, the country’s new sovereign wealth fund.
Mark is a Visiting Senior Fellow at the London School of Economics, a Visiting Professor at the Policy Institute, King’s College, London, and a Distinguished Fellow at INSEAD, lecturing on private markets and impact investing.
![Marta Jankovic](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20information/Speakers/Marta%20Jankovic.jpeg?width=540&height=540&name=Marta%20Jankovic.jpeg)
Marta Jankovic
Head of Sustainability,
Stafford Capital Partners
Prior to joining Stafford, Marta held senior advisory and directorship positions at global investment firms. She was responsible for the delivery of client RI objectives at APG Asset Management, representing the global RI team on the Committee for Investment Proposals, and later advised APG’s Private Markets teams on implementation of EU’s SFDR. Marta was also a Director in the Stewardship team at BlackRock, where she was responsible for providing leadership on ESG research and insights, as well as voting and engaging with public companies in the EMEA region. Marta is a member of the Mission Committee of Armen, a purpose-driven GP stakes investor.
![Matt Robinson](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Event%20information/Speakers/Matt%20Robinson.jpeg?width=445&height=445&name=Matt%20Robinson.jpeg)
Matt Robinson
Head of Private Capital Mobilisation,
British International Investment
Since joining BII in 2016, Matt has held several key positions, including Investment Director in the Intermediated Equity team, Chief of Staff to the CEO, and Head of Group Strategy and Development. In his role as Head of Group Strategy and Development, he managed all aspects of creating and negotiating BII’s 2022-26 strategy: Productive, Sustainable, and Inclusive Development.
Before joining BII, Matt was Head of Strategy at Big Society Capital, the UK’s social investment bank, where he played a crucial role in its establishment from inception in 2012. He was responsible for overall strategy-setting and major initiatives, such as securing the UK social investment tax relief, setting up the Access foundation for blended capital, and the Business Impact Challenge.
Matt was a member of Big Society Capital’s management committee and its investment committee, approving over £250 million across 40 deals in the first four years of operations.
Earlier in his career, Matt spent five years as Deputy Director in the Cabinet Office, where he led the social investment team and was part of the Prime Minister’s Strategy Unit. He also worked for six years as a development economist in Asia and Africa, including several years living in Malawi.
Matt holds an MA in Economics from Cambridge University and an MSc in Development Economics from the School of Oriental and African Studies. He is a non-executive director of the National Forest Company and has previously served on the board of two social investment bond companies.
![Niki Natarajan](https://impactevents.phenixcapitalgroup.com/hubfs/Website%20images/Team%20members/Niki%20Natarajan.jpg)
Niki Natarajan
Head of Research,
Phenix Capital Group
At Phenix Capital, she is responsible for the monthly reports and making the data in the Phenix Impact Database tell a story.
An experienced moderator on investor panels across the investment spectrum, Niki’s focus is now on impact and sustainable investing and ESG with expertise in the hydrogen and ocean economies, occasionally writing on these topics for Investment Pensions Europe and Impact Investor.
Previously, Niki was editor and publisher of InvestHedge, specialising in hedge fund investors for more than 12 years; covered hedge funds and securities finance at Financial News; and was at Institutional Investor’s newsletter division between 1994-1998 as launch editor of Global Fund News; editor of Foreign Exchange Letter; and reporter on Global Money Management.
A qualified NLP coach, Niki graduated in Geography from Durham University.
![Nick Rees](https://impactevents.phenixcapitalgroup.com/hubfs/Nick%20Rees.jpeg)
Nick Rees
Managing Director, Private Client Practice,
Cambridge Associate
Nick has authored a two-part paper series on impact investing strategies for private families. He has been frequently cited in financial media outlets and presents at various conferences throughout the year.
Nick is also a philanthropist and fundraiser, having raised more than £200,000 for Breakthrough Breast Cancer in his attempt to row across the Atlantic in 2013.
Before joining Cambridge Associates, Nick served as CEO for Blu Family Office. He has also previously held roles at Absolute Return Partners and Goldman Sachs.
Nick received his MSc from the London School of Economics and his BA from the University of Manchester.
![Raphael Ghiandai](https://impactevents.phenixcapitalgroup.com/hubfs/Raphael%20Ghiandai.jpeg)
Raphaël Ghiandai
Chief Financial Officer,
Prince Albert II of Monaco Foundation
He is involved on various missions including financial and budget monitoring, banking relationship management, financial investment strategy, and fundraising. The Foundation is dedicated to protecting the environment and promoting sustainable development at local and global level in order to progressing Planetary Health for the present and future generations. The Foundation’s actions are to fight against climate change and encourage renewable energies, safeguard biodiversity, manage water resources and combat desertification.
Before joining the Foundation in 2024, Raphaël had an extensive experience in finance and accounting over 15 years. He worked within “big four” audit firms in Paris, Sydney and Monaco, before moving to corporate world as CFO. His main achievements were related to corporate financing and restructuring, and strategic financial oversight.
Outside of work, he enjoys sports and travels. Raphaël is married and has two sons.
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
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 The Royal Institution](https://impactevents.phenixcapitalgroup.com/hs-fs/hubfs/Screenshot%202024-06-04%20143456-1-1.png?width=1034&height=760&name=Screenshot%202024-06-04%20143456-1-1.png)
This engagement is particularly relevant to me this year, as I recently launched Mobius Capital Partners, a new asset manager with an emphasis on improving governance standards in Emerging and Frontier Market corporations. Listening to some of the other attendees speak, it gave me a fresh take on a wider range of issues affecting developing markets and what we can do as a firm to help.”