Private Equity
International
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.
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
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.
View agenda page
Agenda
Day 1 - Monday 24th
Pre-conference workshops
13:00 - 14:15
LP workshop: an investor guide to impact allocation, metrics, and methodologies
14:20 - 14:40
LP-GP virtual speed networking
14:45 - 16:00
GP workshop: starting your first impact fund – the do’s and don’ts
Agenda
Day 2 - Tuesday 25th
Plenary
10:45 - 11:00
Opening remarks
11:00 - 11:30
Keynote: Raising a multi-billion $ impact fund
11:35 - 12:15
LP panel: aligning with investors’ risk, return and impact targets
Get a view across the investor spectrum, from mission-driven 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:
- 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?
12:20 - 13:00
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
13:00 - 13:45
Lunch
13:30 - 13:45
Virtual speed networking
Plenary
13:45 - 14:15
Keynote: when will the impact LP become the mainstream?
14:20 - 15:00
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
15:05 - 16:05
Thematic, specialist impact discussion
During this one-hour period, we give the 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 such as:
- Climate and energy transition
- Emerging markets
- Circular economy
- Gender-lens
16:10 - 16:50
Social impact and gender-lens investing: what are the lessons learnt?
16:50 - 16:50
Close of day one
Agenda
Day 3 - Wednesday 26th
Plenary
11:00 - 11:40
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.
11:45 - 12:25
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?
12:25 - 13:30
Lunch
13:00 - 13:30
Virtual speed networking
Plenary
13:35 - 14:15
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
14:20 - 15:00
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?
15:05 - 16:05
Impact in private asset classes
During this one-hour period, we give the 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:
- Real Estate
- Infrastructure
- Private Equity
- Private debt
16:10 - 16:40
Portfolio company management panel: is impact a data burden or a financial opportunity?
- Hear from three CEOs of PE-held portfolio companies discuss their challenges when implementing an ‘impact plan’ mandated by a GP
- Understand what the main challenges are when trying to balance demands for both impact and financial performance on the ground
- What are the main headaches in delivering KPI data to a fund manager?
16:40 - 17:00
Closing remarks
17:00 - 17:00
End of conference
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
Stéphanie Lachance
Vice President, Responsible Investment
PSP Investments
Maurice Klaver
Senior Investment Manager, Private Equity
PGGM
Cristian Norambuena Ureta
Senior Investment Officer, Private Equity
New York City Retirement Systems
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
Speakers will be confirmed in January
For more information on speaking, please contact Boris Petrovic.
boris.p@peimedia.com | +44 (0) 20 7566 5444.
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.
