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?
1
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.
2
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.
3
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 connectionsÂ
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.
Full access to impact investment 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
1
Search for investor opportunities.
Filter individual profiles and decide who you want to meet based on company type, sector or region.
2
Get maximum visibility.
Send a direct message that goes straight to the recipient’s corporate email as well as their inbox on the platform.
3
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
Day 1 - Monday 24th
LP-only workshop: Building a robust impact allocation strategy as a mainstream institutional investor
Christina Leijonhufvud, CEO & Co-Founder, BlueMark
Marlene Stam, Partner, Collective Action

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
Day 2 - 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: Els Boerhof, Founder and Managing Partner, Goodwell Investments




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






Thematic, specialist impact discussion
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, Vice President, Sustainable Investing, OMERS
- Dazzle Bhujwala, Director, Investor Network, Ceres
- Sabine Chalopin, Power and Renewables ESG & Impact Director, Denham Capital
- Emerging markets
- Sustainable forestry
- Juho Uusihakala, Senior Development Impact Adviser, Finnfund
Second round of breakouts – 16.00-16.40 – three sessions to choose from
- Healthcare
- Sustainable agriculture
- Financial inclusion
- John Onwualu, Managing Director, U.S. International Development Finance Corporation
- Justin Kulla, Partner, Impact Investing & ESG, TZP Group






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?
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
Day 3 - 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.
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
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




Narina Mnatsakanian
Executive Director - Impact & Sustainable Investment, Kempen Capital Management
Read bio
Impact in private asset classes
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, Portfolio Manager, Impact Fund, Dream Unlimited
- Mathieu Elshout, Head of Sustainability and Impact Investing, Patrizia
- Infrastructure
- Gianfranco Saladino, Head of Sustainable Infrastructure Investments, BlueOrchard
15.50-16.35 second round of breakouts
- Private Equity
- Fabio Ranghino, Head of Strategy & Sustainability, Ambienta
- Marta Hervás, Investment Director, Arcano Partners
- Robert Prengel, Director, Impact Valuation, PwC
- Keren Raz, Senior Responsible Investment Specialist, APG Asset Management
- Private Debt
- Catherine Godschalk, Vice President, Investments, Calvert Impact Capital
- Manfred Schepers, CEO, 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.

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
Investment Officer-Sustainable Investment & Stewardship Strategies, CalSTRS

Natalie Adomait
Managing Director, Brookfield

Tom Beagent
Director - Impact, PwC

Wim van der Beek
Founder and Managing Partner, Goodwell Investments

Anita Bhatia
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

Els Boerhof
Founder and Managing Partner, Goodwell Investments

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

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

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

Cecilia Chao
Managing Director, Bain Capital Double Impact

Jeff Cohen
Director of Capital Markets Integration, SASB

Jamie Cooper
Portfolio Manager - Impact Fund, Dream Unlimited

Silva Deželan
ESG Director, Stafford Capital Partners

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
Lead Portfolio Manager - Impact Investments, Allianz Global Investors

Alexandra Farmer
Partner - ESG & Impact, Kirkland & Ellis

Manuela Fumarola
ESG Manager - Private Markets, Aberdeen Standard Investments

Michele Giddens OBE
Co-CEO, Bridges Fund Management

Catherine Godschalk
Vice President Investments, Calvert Impact Capital

Neil Gregory
Chief Thought Leadership Officer, IFC

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

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

Maurice Klaver
Senior Investment Manager Private Equity, PGGM Investments

Justin Kulla
Partner, Impact Investing & ESG, TZP Group

Christina Leijonhufvud
CEO & Co-Founder, BlueMark

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

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 Nordics, EQT Partners

Toby Mitchenall
Senior Editor, New Private Markets

Narina Mnatsakanian
Executive Director - Impact & Sustainable Investment, Kempen Capital Management

Shami Nissan
Head of Responsible Investment, Actis

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

Eimear Palmer
Responsible Investing Officer, ICG

Jessica Pan
Principal, APG

Daniel Perroud
Global Head of Business Development, BlueOrchard

Aaron Pinnock
Impact Investment Analyst, Church Commissioners

Robert Prengel
Director - Impact Valuation, PwC

Olivia Prentice
COO and Head of Content, Impact Management Project

Katharine Preston
Vice President- Sustainable Investing, OMERS

Fabio Ranghino
Head of Strategy & Sustainability, Ambienta

Johanna Raynal
Director of ESG & Impact, Swedfund

Keren Raz
Senior Responsible Investment Specialist, APG Asset Management

Gianfranco Saladino
Head of Sustainable Infrastructure Investments, BlueOrchard

Manfred Schepers
CEO, ILX Fund

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

Megan Starr
Global Head of Impact, The Carlyle Group

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

Juho Uusihakala
Senior Development Impact Adviser, Finnfund

Warren Valdmanis
Partner, Two Sigma Impact

Joanne Yoo
Managing Director, DPI
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.