International
Impact Investor Forum Virtual Experience 2021
24 - 26 May 2021,
Available anywhere, BST time zone
Mobilising private capital for a more sustainable future
The Impact Investor Forum will be taking place virtually for the first time in May and will mobilise private market institutions to engage with the growing momentum in impact investments and allocations.
Hear from industry leaders creating scalable, positive change and explore how you can implement impact principles and methodologies into your portfolio to create greater value.
Join over 300 attendees from specialist impact fund managers, general asset managers and institutional investors for two days of networking at the must-attend event for impact investment professionals.
Connect with peers and build relationships through pre-event interactive workshops, small breakouts, forum discussions and private messaging. Exchange best practices in delivering impact performance and discuss how to overcome the unique challenges to investment models in private equity, real estate, infrastructure and private debt.
What can you expect at the Impact Investor Forum?
Get your data strategy right
Data is central to impact performance. Learn what measurement frameworks leading funds are using to guide their investor reporting and KPIs for portfolio companies.
Scale impact
Hear first-hand insight on how fund managers are formulating their strategy to deliver scaled impact and what this means in practice for staffing, opportunity selection, due diligence and more.
Investor insights
Get a view across the investor spectrum, from mission-driven endowments, pension funds, insurance and sovereign wealth. Understand what matters most to them and how to align with their risk, return and impact expectations.
Keynote speaker
In May 2020, Kate was appointed Chair of the UK Vaccine Taskforce to lead national efforts to find and manufacture a COVID-19 vaccine. Seven months later, the UK began the world’s first mass vaccination programme. Her unique keynote presentation will discuss the advantages of the biotech mindset, and the ability to be nimble and small when addressing global challenges.
Previous impact event attendees
Created with thought-leaders and impact practitioners
Achieve more at our immersive virtual experience
Global connections
Hear from leading institutional investors, managers, and advisors from across the globe without the need to travel. Connect through pre-event interactive workshops, small breakouts, forum discussions and private messaging.
Extended networking
Attendees get access to our event platform 1 month before the event date and for 5 months after. Use advanced filtering to identify the people you want to meet. Reach out, network, and make valuable connections at a time that suits everyone.
On-Demand access
All content will be recorded and available on-demand for 5 months after the event. Log in to the platform to benefit from continual access to the global impact community. Continue conversations with attendees and catch up on any of the content you missed.
Access impact leaders from the safety of your workspace
Our purpose-built event platform provides you with a number of way to network. Attendees get access to the event platform 1 month before the event date and for 5 months after. Start sending direct messages to attendees ahead of time, as well as continue conversations and make connections after the forum has ended.
The virtual networking experience
Search for investor opportunities
Filter individual profiles and decide who you want to meet based on company type, sector or region.
Get maximum visibility on the platform
Send a direct message that goes straight to the recipient’s corporate email as well as their inbox on the platform.
Reach out and make new connections
Attendees have access for 6 months to the impact investor community.
Hear from leading investors and managers
Discover how your peers are responding to the impact of the pandemic and discover investor’s priorities for 2021.
Access 16 hours of interactive content from 100 speakers across the two days. Watch keynote interviews, panel discussions, debates and much more.
With the online platform you can:
- Create your own daily agenda so you don’t miss a meeting or a key session
- Take part in the sessions through speaker Q&A and live polling
- Watch any sessions you missed at a later date. All sessions will be available on-demand for 5 months
Explore the sponsor exhibition
Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns.
Through the platform you can:
- Visit the virtual exhibition booth to discover the range of solutions available to help you better serve your customers
- Interact with the exhibitors you can request more information with the click of a button or arrange a meeting to discuss the products and services in more detail
Our leading advisory board in 2021
Stéphanie Émond
Chief Impact Officer
FinDev Canada
Michele Giddens
Partner, Co-CEO
Bridges Fund Management
Neil Gregory
Chief Thought Leadership Officer
IFC
Adam Heltzer
Managing Director, Head of ESG
Ares Management
Fredrik Henzler
Partner – Head of the Industry Value Creation
Partners Group
Maurice Klaver
Senior Investment Manager Private Equity
PGGM Investments
Stéphanie Lachance
Vice President, Responsible Investment
PSP Investments
Danai Musandu
Impact Investment Investor Relations Associate
Goodwell Investments
Aaron Pinnock
Impact Investment Analyst
Church Commissioners
Olivia Prentice
COO and Head of Content
Impact Management Project
Megan Starr
Global Head of Impact
The Carlyle Group
View the 2021 agenda
All timings are in BST, UK time.
With the online platform you can:
- Create your own daily agenda so you don’t miss a meeting or a key session
- Take part in the sessions through speaker Q&A and live polling
- Watch any sessions you missed at a later date, all sessions will be available on-demand for 5 months
For more information on the agenda, please contact Boris Petrovic at boris.p@peimedia.com or call +44 (0) 20 7566 5444.
Agenda
Impact Investor Forum: Virtual Experience 2021 - Monday 24th
LP-only workshop: Building a robust impact allocation strategy as a mainstream institutional investor
Private markets impact funds which are available are often too small, too early stage or not necessarily covering LP’s purpose and return ambitions. However, investors have an opportunity to accelerate, scale and take joint leadership.
Exclusive to LP attendees, join this session to explore how institutional capital can collaborate to accelerate, scale and professionalize the impact ecosystem. The workshop will explore what hurdles LPs currently face, where there are opportunities to work together and how we can bridge some of the identified gaps.
Virtual speed networking
GP + LP workshop: How to leverage ESG and impact for value creation
- What are investors’ main priorities in making fund selection when it comes to ESG/impact performance and how do they gauge the authenticity of investment stories?
- How do funds go about integrating value creation and impact strategy?
- How do you embed the most material impact and ESG considerations into portfolio companies to create value?
Agenda
Impact Investor Forum: Virtual Experience 2021 - Tuesday 25th
Opening remarks & keynote

Investors’ take on private market impact funds
In this first investor session of the day, we will explore how investors approach their impact-focused investment decisions, what they make of the mass entry of private equity funds into the impact investment market, and what they want to see from private market funds to make them a viable option for their capital.
- Do we have a solid definition among investor on what constitutes an impact investment and what does not?
- What can mainstream investors learn from mission-driven investors to accelerate them along the learning curve?
- How do these investors approach information requests, monitoring and influence with their allocations?
Moderated by Danai Musandu, Investor Relations Associate, Goodwell Investments


Anita Bhatia
Investment Director- Investment Director, Endowment Team, Guy's and St Thomas' Foundation
Read bio

The route to scaling impact: dedicated funds vs integration with ESG?
- Learn the different routes that funds have taken to their impact approach and how they believe they will achieve impact
- Listen to a debate on the role of ESG and impact blending in moving progress forward and what the evolution of these strategies will look like
- Understand the outlook of fund managers and where they are focusing their time and resources, and how they are staffing their effort
Moderated by Alexandra Farmer, Partner, Kirkland & Ellis





Fireside interview: Deep dive on KKR’s impact strategy
Keynote: The VC mindset in tackling global challenges
In her 29 years at SV, Kate’s biotech investments have resulted in the launch of six drugs for the treatment of patients with inflammatory and autoimmune disease and cancer. In 2018, Kate led the £250m closing of the Dementia Discovery Fund that invests in new biotech companies to deliver high impact therapeutics for different types of dementia. In May 2020 Kate was appointed Chair of the UK Vaccine Taskforce Minster to lead UK efforts to find and manufacture a COVID-19 vaccine and seven months later, the UK was the first western country to start COVID-19 vaccinations. This unique presentation will discuss the advantages of the biotech mindset – being nimble and small when addressing global challenges.
Kate Bingham, Managing Partner, SV Health Managers, and former chair of UK Government’s Vaccine Taskforce
Facilitated by Toby Mitchenall, Senior Editor, New Private Markets
Impact methodologies: will measurements reach a financial reporting standard and what to do in the meantime?
- Get an overview of the progress to harmonising impact management and measurement methodologies
- Learn what frameworks leading impact funds are using to demonstrate impact as well as implement continuous improvement
- Listen to debate on how data, metrics and methodology will develop in the next 5 years as the sector matures & where is innovation required?
Moderated by Olivia Prentice, COO and Head of Content, Impact Management Project






First round of breakouts
Here we give attendees a range of options of sessions which they can attend. This is your opportunity to get involved in the discussion and networking with professionals working on challenges in a similar context.
The sessions will go into more details on thematic areas that have emerged in impact investing.
First round of breakouts – 15.15- 15.55 – three sessions to choose from
- Climate and energy
- Katharine Preston, OMERS
- Dazzle Bhujwala, Ceres
- Sabine Chalopin, Denham Capital
- Jay Koh, The Lightsmith Group
- Emerging markets
- Danai Musandu, Goodwell Investments
- Imraan Mohammed, Children’s Investment Fund Foundation (CIFF)
- Benson Adenuga, CDC Group
- Sustainable forestry
- Eric Cooperstrom, Hancock Natural Resource Group
- Juho Uusihakala, Finnfund
- Diane Damskey, Impact Principles




Eric Cooperstrom
Managing Director, Impact Investing & Natural Climate Solutions, Hancock Natural Resource Group
Read bio




Second round of breakouts
Here we give attendees a range of options of sessions which they can attend. This is your opportunity to get involved in the discussion and networking with professionals working on challenges in a similar context.
The sessions will go into more details on thematic areas that have emerged in impact investing.
Second round of breakouts – 16.00-16.40 – three sessions to choose from
- Healthcare
-
- Laurence Barker, SV Health Managers
- Michael Jelinske, LeapFrog Investments
- Sustainable agriculture
- Brian Kernohan, Hancock Natural Resource Group
- Katie Naeve, Root Capital
- Tamar Pashtan, Vital Capital
- Financial inclusion
- John Onwualu, U.S. International Development Finance Corporation
- Justin Kulla, TZP Group
- Sophie Smith, Kirkland & Ellis
Social impact and gender-lens investing: what are the lessons learnt?
- What are the KPIs you need to consider when looking to implement a social impact goals such as female empowerment?
- What are the key challenges gender-lens impact funds have come across?
- Are there frameworks that simplify the process?
Moderated by Katie Naeve, Director of Impact and Partnerships, Root Capital

Katie Naeve
Director of Impact and Partnerships; Lead of the Women in Agriculture Initiative, Root Capital
Read bio



Structuring impact to go mainstream with institutional investors
Get a view across the ‘mainstream’ investor spectrum, from endowments, pensions, insurance and sovereign wealth, on what matters most to them when it comes to impact and their perception on the range of impact product offerings currently on the market.
- Can, and should, impact be on parity with returns in importance?
- How do investors such as pension funds need to adjust their mandates to account for impact performance?
- What are the risk/return expectations, and are return concessions really off the table, when looking at impact funds?
- What data do investors want to see and which frameworks are they using to guide their information demands?
- Is there risk of a supply-demand imbalance between credible impact investment opportunities and the level of capital chasing impact deals?
Moderated by: Daniel Perroud, Global Head of Business Development, BlueOrchard





Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Read bioClose of day one
Agenda
Impact Investor Forum: Virtual Experience 2021 - Wednesday 26th
Defining the strategy and intentionality of an impact fund
In this opening panel session, we hear fund managers discuss the how they define the fundamental goals and strategy of their impact efforts. The presentations will give insight on how impact funds approach performance metrics, source opportunities, undertake due diligence and ensure their performance is underpinned by scientific, empirical methods to ensure data is credible.
The session will include investor commentary and the audience will be able to provide feedback through polling on their preferred strategy.
Moderator by Elizabeth Ming, Managing Director, Asset Management, KPMG
Creating a credible impact roadmap for investments
- Considerations when scaling impact vs impact ‘turnaround’ situations – to what extent do you need to take a different approach?
- How do funds influence portfolio company management to deliver impact performance through incentives and human resource strategy?
- What qualitative analysis and quantitative metrics should you have in place to facilitate continuous improvements?
- Value creation plan vs impact creation plan – to what extent to do these need to be integrated?
- What support do you need to provide for portfolio company management?
Moderated by: Sarah Mathieu Comtois, Senior Manager, Sustainable Investment, Impact, and ESG, PwC


Candice Brenet
Managing Director, Head of Sustainability and Digital Transformation, Ardian
Read bio


Virtual speed networking
Keynote interview: Deep Dive into Goldman Sachs impact strategy
Ken Pontarelli, Partner & Managing Director, Sustainability Investing Group, Goldman Sachs
Facilitated by Toby Mitchenall, Senior Editor, New Private Markets
Reporting outlook: emerging legislation and regulations for impact and ESG disclosure
- Understand future transparency regulations and how to align with upcoming legislation such as the EU taxonomy
- Ensure your efforts on reporting are future-proofed for the standards expected by key jurisdictions as well as investors
- Learn where the key legal risks are when making impact claims and how efforts to stamp-out ‘impact washing’ will evolve
Moderated by Simon Witney, Senior Consultant, Travers Smith
How to get your impact data strategy right
- There is a plethora of impact frameworks to use so how do you go about deciding which mix of them you will apply?
- Is it likely that these methodologies will be harmonised and if not, what should you do to ensure you are still moving forward?
- How to know which standards are both right for your fund and will resonate with investor needs?
- What open sources frameworks have fund managers developed and to what extent should you create your own methodologies?
Moderated by: Christina Leijonhufvud, CEO & Co-Founder, BlueMark





Impact in private asset classes - Real Estate & Infrastructure
Here we give attendees a range of options of sessions which they can attend. This is your opportunity to get involved in the discussion and networking with professionals working on challenges in a similar context.
The sessions will go into more details on case studies and approaches within the four main classes of private market investments:
15.05-15.50 – first round of breakouts
- Real Estate
- Jamie Cooper, Dream Unlimited
- Mathieu Elshout, Patrizia
- Charles van Thiel, GRESB
- Infrastructure
- Gianfranco Saladino, BlueOrchard
- Adam Bernstein, North Sky
- Tara Guelig, The Lightsmith Group
- Jeffrey Altman, Finadvice







Impact in private asset classes - Private Equity & Private Debt
Here we give attendees a range of options of sessions which they can attend. This is your opportunity to get involved in the discussion and networking with professionals working on challenges in a similar context.
The sessions will go into more details on case studies and approaches within the four main classes of private market investments:
15.50-16.35 second round of breakouts
- Private Equity
- Fabio Ranghino, Ambienta
- Marta Hervás, Arcano Partners
- Robert Prengel, PwC
- Keren Raz, APG Asset Management
- Gordon Power, Earth Capital
- Private Debt
- Moderated by: Kristina Matthews, Brightwood Capital Advisors
- Catherine Godschalk, Calvert Impact Capital
- Manfred Schepers, ILX Fund
Liquidity in the impact market: how to successfully execute an exit from impact assets portunity?
Without an ecosystem to allow for the sale of assets the overall PE-impact market is limited in its attractiveness for investors. Here we hear from funds that have made successful exits across a range of different impact contexts and look to understand the lessons learnt. We will look to explore more of the details on what the process entailed, how it differed to exiting mainstream assets, overcoming challenges when executing sales in less mature markets and the implications for opportunity selection.
Moderated by Jennie Morawetz, Partner, ESG & Impact, Kirkland & Ellis





Closing remarks
Speakers confirmed for 2021
For more information on speaking, please contact Boris Petrovic.
boris.p@peimedia.com | +44 (0) 20 7566 5444.

Nicholas Abel
Portfolio Manager, Sustainable Investment & Stewardship Strategies, CalSTRS

Benson Adenuga
Coverage Director and Head of Nigeria Office, CDC Group

Natalie Adomait
Managing Partner, Brookfield

Jeffrey Altman
Senior Advisor, Finadvice

Luke Anderson
Partner - Private Equity, KPMG

Laurence Barker
Partner, Dementia Discovery Fund, SV Health Managers

Tom Beagent
Director - Impact, PwC

Wim van der Beek
Founder and Managing Partner, Goodwell Investments

Adam Bernstein
Managing Director, North Sky

Anita Bhatia
Investment Director- Investment Director, Endowment Team, Guy's and St Thomas' Foundation

Dazzle Bhujwala
Director, Investor Network, Ceres

Kate Bingham
Managing Partner, SV Health Investors & Former Chair of the UK Vaccine Taskforce

Nathalie Bleunven
Head of Corporate Lending & Portfolio Manager - Tikehau Impact Lending, Tikehau Capital

Candice Brenet
Managing Director, Head of Sustainability and Digital Transformation, Ardian

Keith Breslauer
Managing Director & Founding Partner, Patron Capital

Tania Carnegie
Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Sabine Chalopin
Power and Renewables ESG & Impact Director, Denham Capital

Cecilia Chao
Managing Director, Bain Capital Double Impact

Jeffrey Cohen
Managing Director, Head of ESG and Sustainability, Oak Hill Advisors

Jamie Cooper
Portfolio Manager, Dream Impact Fund, Dream Unlimited

Eric Cooperstrom
Managing Director, Impact Investing & Natural Climate Solutions, Hancock Natural Resource Group

Diane Damskey
Head of Secretariat, Operating Principles for Impact Management

Dr. Silva Deželan
Head of Impact & ESG, Forbion

Amala Ejikeme
Partner - Investment Funds, Kirkland & Ellis

Mathieu Elshout
Head of Sustainability and Impact Investing, Patrizia

Stéphanie Émond
Chief Impact Officer, FinDev Canada

Philipp Essl
Senior Social Impact Director, Big Society Capital

Martin Ewald
Managing Director, Allianz Global Investors

Alexandra Farmer
Partner - ESG & Impact, Kirkland & Ellis

Manuela Fumarola
Head of ESG, Private Equity, Aberdeen Standard Investments

Michele Giddens OBE
Co-founder & Co-CEO, Bridges Fund Management

Catherine Godschalk
Vice President Investments, Calvert Impact Capital

Neil Gregory
Chief Thought Leadership Officer, IFC

Tara Guelig
Director Sustainability and Impact, The Lightsmith Group

Lisa Hall
Impact Chair, Apollo Global Management

Adam Heltzer
Managing Director, Global Head of ESG, Ares Management

Sandrine Henton
Investment Director, Educate Global

Fredrik Henzler
Co-Head Goods & Products, Partners Group

Marta Hervás
Investment Director, Arcano Asset Management

Victor van Hoorn
Executive Director, Eurosif

Beth Houghton
Partner, Palatine

Jane Hughes
Professor of Practice, Simmons University

Hanna Ideström
Senior Portfolio Manager, Alternative Investments, AP4

Pia Irell
Impact Partner, Trill Impact Advisory

Michael Jelinske
Associate Director, LeapFrog Investments

Brian Kernohan
Chief Sustainability Officer, Private Markets, Manulife Investment Management

Maurice Klaver
Senior Investment Director, PGGM Investments

Jay Koh
Managing Director, The Lightsmith Group

Justin Kulla
Partner, Impact Investing & ESG, TZP Group

Pranav Kumar
Director of Investments, LeapFrog Investments

Christina Leijonhufvud
CEO, BlueMark

Luz Martinez
Sustainability Manager, ILX Fund

Sarah Mathieu-Comtois
Senior Manager, Sustainable Investment, Impact, and ESG, PwC

Kristina Matthews
Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Ken Mehlman
Global Head of Public Affairs & Co-Head, Global Impact Fund, KKR

Elizabeth Ming
Managing Director, Asset Management, KPMG

Anders Misund
Partner and Head of EQT Future Advisory Team, EQT Partners

Toby Mitchenall
Senior Editor, ESG and Sustainability, New Private Markets

Imraan Mohammed
Head of Impact Investments, Children's Investment Fund Foundation

Jennie Morawetz
Partner, ESG & Impact, Kirkland & Ellis LLP

Danai Musandu
Investor Relations Associate, Goodwell Investments

Katie Naeve
Director of Impact and Partnerships; Lead of the Women in Agriculture Initiative, Root Capital

Shami Nissan
Partner, Head of Sustainability, Actis

Cristian Norambuena Ureta
Senior Investment Officer, Private Equity, New York City Retirement Systems

John Onwualu
Managing Director, U.S. International Development Finance Corporation

Eimear Palmer
Partner, Global Head of ESG, Pantheon Ventures

Jessica Pan
Senior Portfolio Manager, APG Asset Management

Tamar Pashtan
Head of ESG & Impact, Vital Capital

Daniel Perroud
Global Head of Business Development, BlueOrchard

Aaron Pinnock
Impact Investment Analyst, Church Commissioners

Ken Pontarelli
Partner and Managing Director, Sustainability Investing Group, Goldman Sachs

Gordon Power
Chief Investment Officer, Earth Capital

Robert Prengel
Director - Impact Valuation, PwC

Olivia Prentice
Partner, Head of Impact, Bridges Fund Management

Fabio Ranghino
Partner and Head of Strategy & Sustainability - Ambienta

Johanna Raynal
Director of ESG & Impact, Swedfund

Keren Raz
Senior Responsible Investment Specialist, APG Asset Management

Abrielle Rosenthal
Chief Sustainability Officer, TowerBrook

Gianfranco Saladino
Head of Sustainable Infrastructure Investments, BlueOrchard

Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Sophie Smith
Partner, Investment Funds, Kirkland & Ellis

Marlene Stam
Co-Founder, Partner, Collective Action

Megan Starr
Global Head of Impact, The Carlyle Group

Charles van Thiel
Director Real Estate, GRESB

Rekha Unnithan
Managing Director - Co-Head of Impact Investing, Nuveen

Juho Uusihakala
Head of Impact, Finnfund

Warren Valdmanis
Partner, Two Sigma Impact

Steven van Weede
Managing Director, Palladium Impact Capital

Simon Witney
Senior Consultant, Travers Smith

Joanne Yoo
Partner, Development Partners International
Sponsorship opportunities
Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns and find ways to improve the service for your customers.
Through the platform you can:
- Visit the virtual exhibition booth to discover the range of solutions available to help you better serve your customers
- Interact with the exhibitors you can request more information with the click of a button or arrange a meeting to discuss the products and services in more detail
For more information on available sponsorship opportunities please fill in the enquiry form or contact Christopher Wagland, chris.w@peimedia.com +44 (0) 0207 566 5475.