Andrew Lee
Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
New
Private Markets
Private Markets
Impact Investor Global Summit London 2023
16 - 17 May 2023,
Royal Lancaster Hotel, London
Today’s capital. Tomorrow’s generation.
The Impact Investor Global Summit is the leading conference on how private market investors can tackle the world’s biggest social and environmental challenges through impact investing.
Generalist to thematic, the event will showcase some of the most exciting impact managers in the world as well as active institutional investors in the market. Join over 500 attendees from leading fund managers and institutional investors for two days of networking at the must-attend event for impact investment professionals.
2023 speakers include EQT Partners, J.P. Morgan Private Bank, CalSTRS, Ambienta, Closed Loop Partners, Anthos Fund & Asset Management, IMAS Foundation, UBS Global Wealth Management, MassMutual, Energy Impact Partners, NN Group and many more. Download the agenda to see what’s up for discussion this year.
What can you expect at the Impact Investor Global Summit?
Event content with value
The summit will explore investment opportunities across the impact market’s different thematic buckets, and how to build strategies that are measurable, scalable and deliver real world outcomes.
Featuring sessions on impact benchmarking across the portfolio, specialist vs generalist impact strategies, institutional investors allocation priorities, investments opportunities in climate, water, circular economy, employee ownership, DE&I, placed-based investing, emerging markets, and many more.
Build a valuable network
Connect with industry participants in all aspects of impact investment and benefit from our expansive global community. Network in-person at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts. Build lasting relationships and compare best practices with your peers.
Meet institutional investors
Hear from institutional investors who are looking to increase their exposure to impact funds. Investors registered to attend in 2023 include PGGM, QBE Insurance, M&G, Alpha Associates, CalSTRs, AP6, Aksia, COFRA Holding, Greater Manchester Pension Fund, HSBC Insurance, Esmee Fairburn Foundation, J.P. Morgan Private Bank, Shell Foundation, Temasek, and many more.
Event in numbers
2023 speakers include
Connect with impact investment professionals
Themes for 2023 include
- Impact investing in a time of uncertainty: how is rising inflation, interest rates hikes, the Ukraine war and the energy crisis in Europe going to influence the evolution of impact investing?
- Investor allocation priorities: what sectors, strategies and investment themes are resonating most with the growing pool of impact-orientated capital?
- Deploying capital for climate impact: where are the best emerging investment opportunities in energy transition, climate adaptation, food systems, natural capital solutions, water and carbon removal?
- Solutions to wealth inequality: what are the innovations, models and impact funds that are meaningfully addressing inequality?
- Deploying capital to address social problems: how is capital being deployed in tackling issues such as affordable housing and healthcare, sustinable communities and financial inclusion?
- Structuring impact as a mainstream allocation for your LPs: what innovations are taking hold in impact fund structures and incentives?
- Impact washing and regulatory outlook: how can you best comply with regulations such as SFDR and the upcoming rules coming from the SEC?
- Impact reporting and supporting impact claims: what are the best practices in metrics, measurement and verification of impact performance?
Testimonials from attendees
Operating Principles for Impact Management
Diane Damskey, Head of Secretariat
The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…
SV Health Investors
Hannah Maunder, Investor Relations and Communications Associate
The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.
FSN Capital Partners
Pål Dale, Senior Director, Business Development
All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.
Operating Principles for Impact Management
Diane Damskey, Head of Secretariat
The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and execution was impeccable.
Impact allocators and institutional investors
A limited number of complimentary passes are available for asset owners and institutional investors to join the event.
In order to qualify for a complimentary pass, you must meet the eligibility criteria and be representing a pension fund, insurance company, sovereign wealth, private wealth manager, foundation, endowment, family office or corporate investment division.
Pre-Event Resources
2023 speakers:
For more information on speaking in 2023, please contact Boris Petrovic.
boris.p@peimedia.com | +44 (0)204 548 4494
Nicholas Abel
Portfolio Manager, Sustainable Investment & Stewardship Strategies, CalSTRS
Nick joined CalSTRS in April 2020 and is an Investment Officer within the Sustainable Investment & Stewardship Strategies division of the California State Teachers’ Retirement System (CalSTRS), the nation’s largest teacher retirement fund. Nick i… Read full bio
Clara Barby
Senior Partner, Just Climate
Clara is Senior Partner at Just Climate. Previously, Clara was Chief Executive of the Impact Management Project (IMP) and led the IFRS Foundation's project to establish the International Sustainability Standards Board (ISSB), under the direction of t… Read full bio
Anita Bhatia
Investment Director, Guy's and St Thomas' Foundation
Anita is Investment Director at Guy's & St Thomas' Foundation, where she leads the development & implementation of the foundation's impact investment strategy. Previously, she was at Barclays Bank developing sustainable & impact investmen… Read full bio
Adam Black
Partner, Head of ESG & Sustainability, Coller Capital
Adam has had a career in ESG and sustainability for over 30 years. He holds a BSc (Hons) Environmental Science, MA Environmental Law and a post-graduate in Occupational Health and Safety. Adam is also a Fellow of the Institute of Environmental Manage… Read full bio
Andrew Bujtor
Managing Director, Low Carbon
Andrew is a Managing Director of Low Carbon Investment Management and a member of the Low Carbon Renewable Fund (LCRF) Investment Committee. Andrew is responsible for LCRF’s investment origination, M&A, commercialisation and debt financing activi… Read full bio
Adam Carver
CEO, Bitgreen
Adam Carver, is the CEO of Bitgreen, a blockchain built to meet the needs of NGOs, corporate ESG groups, and purpose-driven innovation in Web3. It is the first impact-oriented project in the Polkadot ecosystem. Previously, Adam Carver served as a Fix… Read full bio
Jon Coker
Founding Partner, Eka Ventures
Jon is a Founding Partner at Eka Ventures, a seed stage venture firm that invests in climate and health technology. Jon founded Eka alongside Camilla Dolan to build a leading venture firm that integrates impact investing with mainstream venture. Eka… Read full bio
Daniel D’Ambrosio
Partner, Kirkland & Ellis
Dan D’Ambrosio is a partner in the London office of Kirkland & Ellis International LLP and member of the Firm’s ESG & Impact Practice Group. Dan’s practice focuses on counselling clients on ESG and sustainability matters across a range of cor… Read full bio
Diane Damskey
Head of Secretariat, Operating Principles for Impact Management
Diane Damskey is Head of the Secretariat of the Operating Principles for Impact Management, a global standard for impact investors. She leads the engagement with private sector asset managers, asset owners, wealth managers and family offices, and is… Read full bio
Coralie De Masschalck
Head of CSR & ESG, Kartesia
As Head of CSR & ESG, Coralie is in-charge of CSR initiatives at corporate level, ESG criteria at portfolio level and internal procedures. Coralie has held the title of Head of Portfolio & ESG at Kartesia from 2015 to 2021, until a full time… Read full bio
Marleen Dijkstra
Managing Director, AlpInvest Partners
Marleen Dijkstra is a Managing Director in the Primary Funds team of AlpInvest Partners, where she is responsible for sourcing, evaluating, and executing fund investments in Europe. She represents AlpInvest Partners on various LP Advisory Boards and… Read full bio
Kevin D'Souza
Chief Sustainability Officer, Resource Capital Funds
Kevin is a recognized professional and thought leader with over 30 years of direct experience in responsible mining including Environment Social Governance (ESG) related issues. Kevin is currently the Chief Sustainability Officer with Resource Capita… Read full bio
Jessie Duncan
Program Manager, Tipping Point Fund on Impact Investing
Jessie Duncan has 15 years of experience building and managing programs and teams across the ESG/impact investing and social impact sectors. At the Tipping Point Fund on Impact Investing (TPF), she oversees strategy and grantmaking in TPF's focus are… Read full bio
José María Fernández
Co-Founder and Partner, Aliath Bioventures
Jose María (“Chema”) Fernández is founding partner at Aliath Bioventures SL and Managing Partner at AltamarCAM. He has more than 25 years’ experience as a financial economist. He is Board Director at Inbiomotion, Accure Therapeutics, Investment Commi… Read full bio
Ali Floyd
Managing Director, Campbell Lutyens
Ali joined Campbell Lutyens in 2016 and is a member of the fund placement team, leading on European Private Equity business development and co-leading Campbell Lutyens’ sustainability practice. Prior to joining Campbell Lutyens, Ali worked in the M… Read full bio
Peter Fox-Penner
Chief Impact Officer, Energy Impact Partners
Peter Fox-Penner is Partner and the Chief Impact Officer of Energy Impact Partners. In this capacity he directs all ESG and impact measurement and reporting, works with EIP’s portfolio companies to improve their ESG performance, and collaborates with… Read full bio
Sarah Gelfand
Managing Director, BlueMark
Sarah Gelfand is one of the impact investing market’s early pioneers. She was a founding Director at the Global Impact Investing Network (GIIN), where she led development of the industry’s leading system for measuring and managing impact (IRIS+). As… Read full bio
Max Gottschalk
Founding Partner, Vedra Partners
Max Gottschalk is the Founding Partner of Vedra Partners, a multi-family office with operations in London and Switzerland. Prior to Vedra, he co-founded, Gottex Fund Management in 1998, a global asset management company that he built and brought to m… Read full bio
Anja Gräf
Head of Impact Private Markets, Managing Principal, HSBC Global Asset Management
Anja has more than twenty years of experience in private markets and global capital markets. From 2012 to 2021 she was heading the German infrastructure business and took over global responsibility in 2020. Since 2012 she has also built the sustainab… Read full bio
Lydia Guett
Sustainable and Impact Investing Specialist, Cambridge Associates
Lydia is a Director in the Sustainable and Impact Investing Group at Cambridge Associates, working on the integration of ESG and Impact investment strategies into client portfolios, as well as ESG/Impact investment research. She works with Endowments… Read full bio
Matthew Harwood
Chief Strategy Officer, OGCI Climate Investments LLP
As Chief Strategy Officer for OGCI Climate Investments, Matthew is responsible for developing the strategy of OGCI and measuring progress toward our vision of GHG reduction. Matthew’s career in Energy and Climate has spanned 30 years working in Strat… Read full bio
David Henderson
Managing Partner, XPV Water Partners
As the founder and Managing Partner of XPV, David Henderson is a thought leader and sought-after advisor, speaker, and expert contributor in the area of water innovation, policy and investing. In addition to leading the firm, David uses his industry… Read full bio
Mary Beth Houlihan
Partner, Kirkland & Ellis
Mary Beth Houlihan is an environmental, social, and governance (ESG) and impact partner in the New York office of Kirkland & Ellis LLP. Her practice focuses on advising clients with respect to complex and dynamic ESG issues, including legal and r… Read full bio
Willem Huidekoper
Head of Non-Listed Equities, IMAS Foundation
Willem Huidekoper is the Head of Non-listed Equities at IMAS foundation, where he started in 2015. IMAS Foundation is a sister foundation to the INGKA Foundation — the owner of INGKA Group, who owns and operates the majority of IKEA stores globally.… Read full bio
Alison Humphrey
Director of ESG, PJT Partners
Alison Humphrey is an ESG leader with over a decade track record advising c-suites, boards and investors. In her current role as a Strategic Advisor at PJT Partners, Alison advises institutional investors and alternative asset managers on new fund fo… Read full bio
Steven King
Senior Vice President, Business Development, Resource Management Service, LLC (RMS)
Steven is responsible for developing and supporting the firm’s business development initiatives. With over two decades of global timberland experience, Steven has broad experience developing timberland investment strategies, acquiring timberland, and… Read full bio
Maurice Klaver
Senior Investment Manager Private Equity, PGGM Investments
Maurice Klaver is Senior Investment Manager within PGGM Private Equity and responsible for sustainable investments in PFZW’s focus themes healthcare, climate, food security and water scarcity. Maurice joined PGGM Private Equity in 2011 and was until… Read full bio
Anders Klinkby
Managing Director, Position Green Advisory
Anders Klinkby is Managing Director at Position Green. He is a trusted advisor for leading asset owners and asset managers within infrastructure, private equity and venture. Before joining Position Green Anders was co-founder and CEO at Klinkby Enge,… Read full bio
Ashish Kumar
Climate & Innovation Lead, Shell Foundation
Impact Investing — Blended Finance/De-risking impact finance vehicles; Early-stage start-up funding and venture-building. Human Cantered Design; Systems Thinking/Theory of Change etc. Sectors: ClimateTech/CIimate Finance; Decentralised renewables, En… Read full bio
Wren Laing
Investment Director, McConnell Foundation
Wren is an Investment Director at the McConnell Foundation, a private Canadian foundation, where she leads the foundation's impact investing work. Since making its first impact investment in 2007, McConnell has been a leader in the sector, helping to… Read full bio
Yasemin Saltuk Lamy
Deputy CIO, Head of Asset Allocation and Capital Solutions, British International Investment
Yasemin Lamy joined British International Investment as Deputy CIO in August 2018. She is responsible for the Catalyst Strategies, a portfolio aimed at transformational, system-level impact and innovation across its target geographies of Africa and S… Read full bio
Andrew Lee
Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
Andrew joined UBS Global Wealth Management's Chief Investment Office in July 2012 and is Head of Sustainable and Impact Investing. He and his team support clients globally with advice, strategy and thought leadership on incorporating sustainability c… Read full bio
Gabriel Lepine
VP Strategic Finance, ZeroAvia
Gabriel Lepine is Vice President of Finance at ZeroAvia, a company developing the world's first practical zero-emission aviation powertrain. In this role, Gabriel has responsibility for fundraising, investor relations, M&A and other strategic fin… Read full bio
Jake Levy
Investment Manager, Snowball
Jake is investment manager at Snowball where he leads on private equity and impact venture capital. He is responsible for impact management across Snowball’s diversified portfolio. During his time at Snowball, Jake has co-authored a series of reports… Read full bio
Tai Lin
Managing Partner, Proterra Asia
Tai Lin is the Managing Partner of Proterra Investment Partners Asia (“Proterra Asia”), the Asian affiliate of Proterra Investment Partners (US), a global private investment manager focused on the food and agribusiness industries with over US$ 4 bill… Read full bio
Xenia Loos
Co-Founder, Partner, Collective Action
Xenia is a co-founder of Collective Action, an investment platform facilitating collaboration between institutional investors who aim to achieve measurable social and environmental impact and financial returns in private markets. She is part of the i… Read full bio
Eddie Madzikanda
Associate Director - EMEA Investments, Temasek
Eddie joined Temasek in 2012 and is an Associate Director in the EMEA office, based in London, specifically focusing on Direct investments in the Middle East and Africa. On top of this Eddie also focuses on fund investments covering funds in Europe a… Read full bio
Jack Moriarty
Founder and Executive Director, Ownership America
Jack Moriarty is the Founder and Executive Director of Ownership America, a non-profit public policy organization committed to accelerating the growth of employee ownership. Ownership America is building a movement for employee ownership through poli… Read full bio
Nicolas Muller
Managing Director (Head of Funds ＆ Co-Investments), Blue Earth Capital
Nicolas Muller joined Blue Earth Capital in 2022 and has 14 years of industry experience. Prior to joining Blue Earth Capital, he worked as a Senior Investment Manager for Obviam AG, a Swiss impact investing firm, where he was responsible for fund in… Read full bio
Jonny Page
Head of Social and Impact Investment, Esmee Fairbairn Foundation
Jonny heads up Esmée Fairbairn Foundation’s social and impact investing. Before joining the Foundation, Jonny managed regulated impact funds, as Investment Director at Big Issue Invest Fund Management and is a Chartered Accountant from Deloitte LLP.… Read full bio
Matt Penneycard
Partner, Ada Ventures
Matt has been a VC in the US and UK for over 10 years. Matt loves early-stage investing for its power to bring ideas and dreams to life, to help start the journey. Matt is passionate about mission-driven founders, and his core belief is that anyone c… Read full bio
Olimpia Pilch
Chief Operating Officer, Critical Minerals International Alliance
Olimpia is an exploration geologist by training with a strong understanding of the upstream critical minerals sector. Olimpia coordinated and authored flagship reports on responsible sourcing which influenced the UK's very first Critical Minerals Str… Read full bio
Fabio Ranghino
Partner and Head of Strategy & Sustainability - Ambienta
Fabio is a Partner and Head of Strategy & Sustainability at Ambienta and is based in Milan. He has joined Ambienta in 2011 and since then has led the development of Ambienta’s approach to sutainability driven investment across asset classes build… Read full bio
Sophie Robé
Chief Executive Officer, FIIND Impact
Sophie is co-founder and CEO of FIIND Impact, an Amsterdam based investment consultant & advisory company dedicated to impact investing. We support institutional investors in building impact investing mandates, sourcing investment aligned to thei… Read full bio
Liz Roberts
Head of Impact Investing – Investment Management, Massachusetts Mutual Life Insurance Company
Ms. Liz Roberts is the Head of Impact Investing for MassMutual. In this role, she directs impact investing’s strategy, oversees the MassMutual Catalyst Funds (MMCF) and First Fund Initiative, and guides a team focused on investing capital for market-… Read full bio
Joe Rodgers
Programme Manager - Finance Initiative, Ellen MacArthur Foundation
Joe Rodgers is the Programme Manager of the Finance Initiative at the Ellen MacArthur Foundation, which aims to catalyse finance at scale for a circular economy. He works with investors and financial institutions to implement a circular economy appro… Read full bio
Delilah Rothenberg
Co-Founding Partner and Executive Director, The Predistribution Initiative (PDI)
Delilah Rothenberg is a Co-Founding Partner and the Executive Director of the Predistribution Initiative (PDI), a multi-stakeholder non-profit organization designed to support investors in aligning their investment governance, financial analysis, and… Read full bio
Dimple Sahni
Managing Director Impact Funds Portfolios, Anthos Fund & Asset Management
Dimple Sahni is a Managing Director Impact Funds Portfolios at Anthos Fund & Asset Management, a values-based asset manager, rooted in a single family office. She is responsible for originating investments, managing relationships, and helping to… Read full bio
Carlotta Saporito
Head of Global Impact Investing, JPMorgan Private Bank
Carlotta is the Head of Impact Investing within the Private Investments Due Diligence team at J.P. Morgan Private Bank. She has more than 13 years’ experience in impact investing, with a core dual mandate of generating financial returns alongside pos… Read full bio
Robert Schultz
Partner, Capricorn
Robert Schultz is a Partner of Capricorn Investment Group. Prior to Capricorn, he was the Co-Founder and Partner of Greentech Capital Advisors, an investment bank and asset management firm focused on creating a more efficient and sustainable global i… Read full bio
Joe Shamash
Investment Director, Big Society Capital
Joe is an investment director at Big Society Capital, covering investments in impact venture and renewables, and managing impact for the Schroder BSC Social Impact Trust. Prior to joining Big Society Capital, he worked for donor funded impact investm… Read full bio
Jon Shell
Managing Director and Partner, Social Capital Partners
Jon Shell is Managing Director and Partner at Social Capital Partners (SCP). SCP is an independently funded non-profit founded in 2001, whose mission is to build a more resilient economy through broad-based ownership and quality employment. SCP’s cur… Read full bio
Tazia Smith
Chief Operating Officer & Head of Capital Partnerships, Closed Loop Partners
Tazia Smith, CFA© is the Chief Operating Officer (COO) & Head of Capital Partnerships at Closed Loop Partners, responsible for capital formation, investor relations and stakeholder management across the firm. Prior to joining Closed Loop Partners… Read full bio
Laurie J Spengler
President and CEO, Courageous Capital Advisors
Laurie J. Spengler is an impact investment banker, board member and active contributor to the impact investing industry. Among current board engagements, Laurie serves as a non-executive director of the CDC Group (the UK DFI), the UK Impact Investing… Read full bio
Marlene Stam
Co-Founder, Partner, Collective Action
Marlene is co-founder of Collective Action, an institutional investor collaboration bringing together a club of institutional investors with a purpose to jointly pool resources to make actionable impact investments. Marlene has been working with impa… Read full bio
Elly Thio
Managing Director, EQT Future, EQT
Elly Thio joined EQT Partners in August 2022 and is based in London as part of the EQT Future team. Prior to joining EQT Partners, Elly worked at TPG Capital for 13 years, where her most recent role was as a Principal with TPG Rise Climate. Elly star… Read full bio
Juho Uusihakala
Head of Impact, Finnfund
Juho specialises in impact management and measurement of private sector operations in emerging markets. His work covers the whole investment cycle from ex-ante screening to monitoring and impact studies. Juho has worked with several sectors and indus… Read full bio
Marieke van Kamp
Head of Private Markets, NN Group
Marieke van Kamp is head of Private Markets at NN Group, a leading Dutch insurance and investment management company with strong businesses in European insurance, asset management and Japan. Marieke has a Master’s degree in Real Estate Management and… Read full bio
Malu van Santen
Co-Founder, Partner, Collective Action
Malu brings 12 years of in-depth financial experience in the investment sector with a strong focus on impact investing. She started her career in 2008 at KPMG M&A (Financial Services Team). She worked in several roles as a Senior Analyst (Wilshir… Read full bio
Marie-Anne Vincent
VP Climate Finance, Sweep
Marie-Anne Vincent is Sweep's VP climate finance. The former CEO of the European climate data provider Carbon4 Finance has 15+ years of experience in the finance industry, working at various positions at HSBC and BNP Paribas on the intersection of fi… Read full bio
Patricia Volhard
Partner, Debevoise & Plimpton
Patricia Volhard is a partner at Debevoise & Plimpton, and member of the firm’s core group of ESG partners. Her practice focuses on advising private funds on fund formation and structuring, including on the full range of European regulatory issue… Read full bio
Nick Wood
CEO/CIO, Resonance Asset Management
Nick founded Resonance Asset Management Limited in 2012 to create and manage investment funds of real industrial operating assets for institutional investors. Resonance has grown to manage US$550m in AUM with funds investing in operating wind farms a… Read full bio
Dimitri Zenghelis
Senior Visiting Fellow, Grantham Research Institute, London School of Economics
Dimitri Zenghelis is Special Advisor for the Wealth Economy Project, at the Bennett Institute, University of Cambridge, which he previously co-founded and led, and is a Senior Visiting Fellow at the Grantham Research Institute at the London School of… Read full bio
Download the agenda
Download the 2023 agenda
For more information on the agenda, please contact Boris Petrovic.
boris.p@peimedia.com | +44 (0)204 548 4494
View agenda page
Agenda
Impact Investor Global Summit 2023 - Tuesday 16th
08:00 - 08:55
Networking breakfast
Plenary
08:55 - 09:00
Chair’s opening remarks
09:00 - 09:20
Keynote: Economics of climate change and investment priorities in the transition
Dimitri Zenghelis
Hear one of world’s leading climate change economists, Dimitri Zenghelis, explore how the fast-changing macroeconomic and geopolitical picture is likely to impact the evolution of climate-related investing.
The keynote presentation will explore such questions as:
- Is a 1.5 degrees scenario still possible?
- What will be the impact of the polycrisis (inflation, rising interest rates, Europe’s energy crisis, war in Europe) on decarbonisation efforts?
- What role can impact investing play in overall decarbonisation progress?
- What sectors and strategies should be prioritised for investment for their impact potential?
Dimitri Zenghelis
Senior Visiting Fellow, Grantham Research Institute, London School of Economics
Read bio
09:20 - 10:00
Opening panel: Impact investing in a time of uncertainty and urgency
Laurie J Spengler,
Andrew Lee,
Dimple Sahni
- Impact investing has arisen in a time of low opportunity cost, how will the market unfold in the coming years in a global economic crisis?
- The UN has reported we are on course for a 2.9 degrees world, nearly double the 1.5 target, what fundamentally needs to change to create urgency in meeting net zero goals?
- How are investors addressing other pressing challenges such as the cost-of-living crisis and global food security?
- Has income inclusion, arguably the original purpose of impact investing, fallen off the agenda?
Moderated by Laurie Spengler, CEO, Courageous Capital Advisors
10:00 - 10:45
Impact allocators panel: overview of investment priorities and strategies
Carlotta Saporito,
Yasemin Saltuk Lamy,
Marieke van Kamp
- Is impact as an investment lens, or should it be an investment bucket in LP portfolios?
- What are the allocation priorities of institutional investors?
- What is the opportunity universe and how are allocators filtering their investing strategies?
- What issues are getting funding, and which aren’t?
10:45 - 11:15
Break
Plenary
11:15 - 11:45
Keynote: Fiduciary Duty in the 21st Century – how can pension funds make more impact investments?
- Does the principle of fiduciary duty for pension funds need be reformed to meet the climate emergency and global inequality?
- How can pension funds better structure themselves for investing in transition solutions?
- How is the ESG debate and legislative battle in the US states of Texas and Florida unfolding and what will be the legal implications for pensions looking to make climate-orientated investments?
- Can climate investments always be focused on market-rate returns, and if not, will a concessionary approach be needed to foster capital flow to climate solutions?
11:45 - 12:30
Leading fund managers’ panel: the landscape of impact and thematic investment opportunities
Coralie De Masschalck,
Tai Lin
- How will investor appetite for generalist, specialist and thematic impact strategies influence the evolution of products on the market?
- What role will specialisation play in the evolution of the impact market?
- What is the real trade-off between impact and returns?
- Where are investors finding the best risk-adjusted returns in a global recessionary environment?
12:30 - 13:30
Lunch
After lunch the conference splits into four streams, the streamed sessions are designed for you to hear about the latest investment opportunities from best-in-theme managers and get detailed insights on innovations on the horizon.
Environmental Impact
13:30 - 14:30
Environmental impact and natural capital: where are the most investable opportunities?
Alison Humphrey,
Anja Gräf,
Steven King,
Fabio Ranghino,
Robert Schultz
Moderated by Alison Humphrey, Advisor, ESG, PJT Partners
Steven King
Senior Vice President, Business Development, Resource Management Service, LLC (RMS)
Read bio
14:30 - 15:15
Climate impact in food systems and sustainable agriculture
Ali Floyd,
Ashish Kumar
Inclusive Impact
13:30 - 14:30
Impact to address wealth inequality: deep dive into employee ownership funds
Jack Moriarty,
Jon Shell
14:30 - 15:15
Next generation of impact investments in diversity, equity, and inclusion
Matt Penneycard,
Liz Roberts
Energy Transition
13:30 - 14:30
Impact’s role in the energy transition
Andrew Bujtor,
Maurice Klaver,
Peter Fox-Penner
14:30 - 15:15
Climate 2.0: Investing for climate impact
Nicholas Abel
Impact Innovation
13:30 - 14:30
Towards 100% impact: Approaches to mission-aligned investing
Anita Bhatia,
Wren Laing
14:30 - 15:15
Innovations in fund structures and incentives
Jonny Page,
Delilah Rothenberg
15:15 - 16:00
Networking Break
Environmental Impact
16:00 - 16:45
Circularity investment: how to invest in the circular economy?
Malu van Santen ,
Joe Rodgers,
Tazia Smith
Moderator: Malu van Santen, Co-Founder, Partner, Collective Action
16:45 - 17:30
Opportunities in Water impact: how can investors gain exposure to water?
David Henderson ,
Nick Wood
Inclusive Impact
16:00 - 16:45
Healthcare impact: overview of leading investment stories
16:45 - 17:30
Place-based investing: what are the best examples of rejuvenating communities?
Energy Transition
16:00 - 16:45
Hydrogen: is it an investable market?
Gabriel Lepine,
Max Gottschalk
16:45 - 17:30
Transition mining: Securing the metals supply chain for the transition to net zero
Kevin D'Souza,
Olimpia Pilch
Impact Innovation
16:00 - 16:45
Impact debt: can cost of capital be a meaningful driver of sustainability?
16:45 - 17:30
Impact for the underserved: impact opportunities in emerging markets
Eddie Madzikanda,
Sophie Robé
17:30 - 18:30
Networking drinks
18:30 - 19:30
Sponsored dinner
Agenda
Impact Investor Global Summit 2023 - Wednesday 17th
07:30 - 08:30
Networking breakfast
08:30 - 10:00
Impact allocator breakfast and working group: How can LPs balance rigor and practicality in their impact engagement with fund managers? (invite only)
Sarah Gelfand
In this working group, institutional investors and allocators will have an opportunity to discuss best practices for engaging with impact fund managers – during screening and due diligence as well as ongoing investment monitoring and management – and how to ensure such impact engagement is both rigorous and practical for different types of fund managers.
The group discussion will be facilitated by BlueMark, an impact verification specialist, which will share exclusive data and findings based on its verifications of a large swath of the impact investing industry.
Facilitator: Sarah Gelfand, Managing Director, BlueMark
This is an invite-only, off-the-record workshop for qualified institutional investors and allocators. It presents an opportunity for investors network in a confidential environment and discuss the main challenges in structuring their impact investment strategy.
Only 40 slots are available, please get in touch with Boris Petrovic (boris.p@peimedia.com) to secure a place.
08:30 - 10:00
Sponsored GP workshop: How to do a good impact report?
Diane Damskey
In this workshop we’ll provide a deep dive into the current state of reporting in impact investing, lessons learnt, best practices, and what’s on the horizon.
Workshop chair: Diane Damskey, Head of Secretariat, Operating Principles for Impact Management
This workshop is for GPs only. 50 seats are available, please get in touch with Boris Petrovic (boris.p@peimedia.com) to secure a place.
08:30 - 10:00
Interactive roundtables on technical impact issues
These roundtables will be informal, free-flowing and intended to provide you with the opportunity to ask questions and discuss your own experience.
Each roundtable will have one speaker to kick the discussion off and facilitate. Topics include:
- Using technology to streamline impact investment decisions
- Blockchain, web 3.0: a dummies guide to their impact application
- SFDR: how best to align your fund with the regulation
- Engaging portfolio companies on impact
- Creating value through impact within the portfolio
- Getting a handle on scope 3 and 4 emissions: which is the priority?
10:00 - 10:30
Networking break
Plenary
10:30 - 11:15
Complying with regulations: how are practitioners aligning with SFDR?
Anders Klinkby,
Patricia Volhard
- How will SFDR alter the definition of impact investing?
- How are practitioners going about aligning their funds with the EU Taxonomy?
- Will we see greater demand and price inflation for assets that are SFDR-aligned?
- Will assets become stranded because of regulation?
11:15 - 12:00
How are impact managers balancing outcomes vs reporting priorities?
Jake Levy,
Matthew Harwood,
Joe Shamash,
Marie-Anne Vincent
- How are funds navigating the difficulty of measuring impact performance within their portfolio companies?
- To what extent should measurement and reporting be a priority for impact investors?
- Is there a leaner, more credible model for understanding outcomes?
12:00 - 12:45
The rise of impact secondaries: investment case, and opportunities for the impact market
Adam Black,
Nicolas Muller
- Is the increase in secondaries activity in impact investing a good thing?
- What are LP views on secondaries in the impact context?
- What is the outlook for secondaries in both LP-led and GP-led transactions (single asset and continuation funds) for 2023?
12:45 - 13:45
Lunch
Plenary
13:45 - 14:00
Data presentation: breakdown of fundraising in the impact market
14:00 - 14:45
Impact value creation toolbox: how to generate value from an impact strategy
Elly Thio
- To what extent do value creation plans and impact creation plans need to be integrated?
- How do funds influence portfolio companies to deliver impact performance through incentives and board composition?
- What support do you need to provide for portfolio company management to deliver against impact goals?
14:45 - 15:15
Day two keynote
- How sophisticated are LP’s current verification practices of impact commitments?
- What is driving the market’s adoption of third-party verification?
- What are the differences in approaches to verification?
- How can funds be verified for compliance with upcoming standards (e.g., ISSB, SDG Impact, CFA’s ESG Disclosure Standard) and regulations (e.g., SFDR, SDR, SEC disclosure rules)?
15:15 - 16:00
Comparing like for like: overview of progress in impact benchmarking
Clara Barby,
Jessie Duncan,
Juho Uusihakala
- Will impact measurements ever reach a financial reporting standard?
- What frameworks are leading impact funds using to demonstrate impact and how comparable are these from an investor’s perspective?
- How will data, metrics and reporting practice develop in the coming years?
- Where is innovation still required on benchmarking?
16:00 - 16:10
Closing remarks
16:10 - 16:20
End of conference
Impact Investor Global Summit
Our leading advisory board
Anita Bhatia
Investment Director- Investment Director, Endowment Team, Guy's and St Thomas' Foundation
Anita is Investment Director at Guy's and St Thomas' Charity, working on the investment activities of the Charity's endowment and leads the development and implementation of the Charity's impact investing activities including portfolio construction,… Read full bio
Jen Braswell
Managing Director and Head of Impact, Private Capital, EQT
Jen Braswell joined EQT Partners in September 2022 as Head of Impact for Private Capital based in London, UK. Prior to joining EQT Partners, Jen was Head of Value Creation in the Impact Group at British International Investment (formerly CDC Group),… Read full bio
Cecilia Chao
Managing Director, Bain Capital Double Impact
Cecilia Chao is a Managing Director at Bain Capital Double Impact. She joined Bain Capital in 2008 and prior to her current role, she was a member of the Private Equity Portfolio Group. Prior to joining Bain Capital, Ms. Chao was a Vice President at… Read full bio
Michele Giddens OBE
Co-Founder and Co-CEO, Bridges Fund Management
Michele co-founded Bridges alongside Philip Newborough and Sir Ronald Cohen in 2002. As a partner, she focuses on strategy, investor relations, public affairs and social impact assessment. Michele has played a key role in the growth of the impact inv… Read full bio
Pia Irell
Impact Partner, Trill Impact Advisory
Pia Irell is the Impact Partner and leads Trill Impact's value creation impact and ESG practice. She is a member of the Investment Advisory Committee and has more than 15 years of experience in the private equity industry. Before joining Trill Impact… Read full bio
Yasemin Saltuk Lamy
Deputy CIO, Head of Asset Allocation and Capital Solutions, British International Investment
Yasemin Lamy joined British International Investment as Deputy CIO in August 2018. She is responsible for the Catalyst Strategies, a portfolio aimed at transformational, system-level impact and innovation across its target geographies of Africa and S… Read full bio
Vincent Lecat
Impact & ESG Specialist, Development Partners International LLP (DPI)
Vincent Lecat is an ESG specialist with 10+ years’ experience working in Africa, Europe and South-East Asia on large investment projects with international fundings in the power, food and agriculture, transport, health, urban development and extracti… Read full bio
Xenia Loos
Co-Founder, Partner, Collective Action
Xenia is a co-founder of Collective Action, an investment platform facilitating collaboration between institutional investors who aim to achieve measurable social and environmental impact and financial returns in private markets. She is part of the i… Read full bio
Nina Pfifer
Co-founder/ Chief External Affairs Officer, Conduit Capital
Nina spent the first decade of her career trying to change the world via ‘traditional’ means –working for the International Institute for Peace, the UN and the European Commission – before becoming inspired to change careers to the investment world,… Read full bio
Sponsorship opportunities
Position your brand at events focused on the future of private markets. Host workshops, networking sessions and roundtables to meet your business goals with senior professionals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information on available sponsorship opportunities please contact chris.w@peimedia.com | +44 (0) 7584 018 707
2023 sponsors
Network with the global impact investment industry
The summit will be in-person in London. Join 500+ 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.
The in-person networking experience
Meet investors focused on impact investment
Network with active investors in the industry. Benefit from our expansive global investor community who will be in attendance throughout the summit.
Network in-person in London
Connect with your peers at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts.
Build new connections
Our past attendees included Big Society Capital, Blackstone Group, CDC Group, Goldman Sachs, Macarthur Foundation, MassMutual, New York State Common Retirement Fund, and many more.
Previous attendees included
Testimonials from attendees
Operating Principles for Impact Management
Diane Damskey, Head of Secretariat
The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…
SV Health Investors
Hannah Maunder, Investor Relations and Communications Associate
The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.
FSN Capital Partners
Pål Dale, Senior Director, Business Development
All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.
Operating Principles for Impact Management
Diane Damskey, Head of Secretariat
The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and execution was impeccable.
Institutional Investors at the Impact Global Summit 2023
The Impact Investor Global Summit provides a leading platform for leading institutional investors and allocators investing in impact in private markets to gather.
A limited number of complimentary passes are available for impact LPs and institutional investors to the event. Check out the benefits of joining the conference, who among your peers attends and find out how to apply for a complimentary pass for you or your team below.
- Meet with the best and biggest impact funds globally – network and arrange one-to-one meetings with leading impact managers
- Networking with peers and other institutional investors – build your network of peers, understand their strategies, challenges and allocation approach to impact
- Get insight on the latest innovations and trends in impact investing – take advantage of world-class speaking faculty to stay aligned with developments in the market
- Find investment opportunities across the impact market’s thematic sub-asset classes from climate, healthcare, social, education and many more
Previous impact allocators and investors that have attended include:
Who attends the summit?
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for impact LPs, allocators and institutional investors to join the event.
In order to qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will follow up with you to secure your pass.