Infrastructure
Investor
Investor
ESG & Sustainability Forum Global Summit Online 2021
18 - 21 October 2021,
Virtual Event, BST
Putting ESG at the heart of the infrastructure agenda
The 2nd Annual ESG & Sustainability Forum virtual experience brought together more than 200 delegates from across the infrastructure asset class. The ESG and Sustainability Forum provided a place to showcase best practice and understand what good looks like from a sustainability perspective.
Who attended in 2020?
Fund/Asset Managers
Attended to showcase ESG credentials to prospective and current investor base and learn from peers and outside experts.
Investors
Attended to hear what good infrastructure ESG looks like while meeting and educating fund peers.
Service providers
Were in attendance to increase business opportunities and contacts with 200+ delegates in one space and share client success stories.
Key themes for 2020
- The state of ESG and infrastructure: where are we now?
- Maintaining the social license for investments in infrastructure
- IMP: raising the bar for impact measurement and management practice
- Investor and manager scenario session: deal or no deal?
- Developing a resilience plan to reduce risk in infrastructure investments
- Working with the deal team: the role of ESG in fundraising and value creation
One Summit: Seven Forums
The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.
Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.
Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.
The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition.
Your chance to hear from investors leading the digital revolution in infrastructure investment and keep up with opportunities in an increasingly important sub-asset class.
Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.
World-leading infrastructure managers that attended in 2020 include:
Testimonials
Lincoln Webb
Senior Vice President, BCI
If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.
Stephane Wattez-Richard
Executive Director, Conquest AM
The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.
Holger Haaf
Uniper
To meet so many people in such a short time is not possible without the Summit.
2021 Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
2020 Speakers
Clara Barby
Chief Executive, Impact Management Project
Clara is currently serving as Chief Executive of the Impact Management Project: a forum for building global consensus on how to measure and manage impact. Clara is on secondment from Bridges Fund Management, where she led the firm’s impact strategy t… Read full bio
David Bentley
Founding Partner, ATLAS Infrastructure
David is a Founding Partner and member of the Investment Committee at ATLAS Infrastructure, based in London. He has over 18 years’ experience in the infrastructure sector spanning both the listed and unlisted sectors with a specialisation in regulate… Read full bio
Ginette Borduas
ESG Officer, Meridiam
Ginette Borduas joined Meridiam in early 2016 to focus on the conception of Meridiam’s tailored-made sustainable development approach and the implementation of its ESG procedures firm-wide. Ginette has close to 30 years of experience in resilient inf… Read full bio
Jeff Cohen
SASB: Institutional Product Strategist – Head of Private Investments Initiatives, CAIA
Jeff Cohen is an Institutional Product Strategist at the Sustainability Accounting Standards Board (SASB). In his role, Jeff educates and partners with institutional investors and asset owners facilitating dialogue on financially material industry sp… Read full bio
Isabelle Combarel
Deputy CEO - Head of Business Development & ESG, SWEN Capital Partners
Isabelle is Deputy CEO and a member of the Executive Committee at SWEN Capital Partners, a European leader in Private Equity, Debt and Infrastructure for institutional and individuals clients. She is in charge of Business Development and ESG. She lau… Read full bio
Tomas Dauden
Principal, Responsible Investing
Tomas leads the ESG integration into the investment process at the Ontario Teachers' Pension Plan. He works closely with investment teams to due diligence and monitor ESG factors across asset classes. He also leads direct engagement with Ontario Teac… Read full bio
Martin Ewald
Lead Portfolio Manager - Impact Investments, Allianz Global Investors
Martin Ewald is a Managing Director in the London office of Allianz Global Investors and heads the Impact Investment team of AllianzGI as Lead Portfolio Manager. The team currently manages the Allianz Impact Investment Fund and AfricaGrow and is acti… Read full bio
Charlie Garrood
Head of Infrastructure EMEA, AON
Charlie leads Aon’s Infrastructure M&A and Transaction Solutions team in EMEA. Since joining in Autumn 2018 Charlie has grown the capability of the team, which in 2019 advised financial sponsors, corporates and developers on over 100 transactions… Read full bio
Chris Heathcote
Independent
Chris brings a wealth of knowledge in infrastructure, developed through extensive experience in both the public and private sector. Whilst advising and working with a variety of clients, Chris has recently become a Senior Advisor to ENEA Consulting w… Read full bio
Adam Kirkman
Head of ESG, AMP Capital
Adam Kirkman is Head of ESG at AMP Capital in Sydney, where since 2010 he is responsible for the integration of ESG and responsible investment practices covering A$185 billion in AUM. Adam’s 24 year career in ESG and sustainability includes prior lea… Read full bio
Anders Klinkby
Managing Partner, Klinkby Enge
Anders Klinkby is Managing Partner at Klinkby Enge, an independent advisory firm specialized in ESG Due Diligence, ESG data for private assets and consulting on sustainable investing. He founded the company together with Bengt Enge, previously CIO at… Read full bio
Brenda Kramer
Senior Advisor Responsible Investment, PGGM
Brenda Kramer works as Senior Advisor Responsible Investment at the Dutch asset manager PGGM. She is also a core member of the European Technical Expert Group on Sustainable Finance and the GRESB Infrastructure Advisory Board. Previously Brenda worke… Read full bio
Margaret Kuhlow
Finance Practice Leader, WWF International
Margaret L. Kuhlow leads WWF’s Finance Practice, providing strategic direction and thought and content leadership to WWF’s global engagement with the finance sector. Before joining WWF, Ms. Kuhlow was Vice President of Investment Policy at the Overse… Read full bio
Tom Maher
Head of Business Development, Whitehelm Capital
Tom leads Whitehelm’s business development and capital raising initiatives globally. His responsibility covers Whitehelm’s key areas of investment focus including infrastructure equity, high-yield infrastructure debt and listed infrastructure. Prior… Read full bio
Niamh McBreen
Asset Management Director, AMP Capital
Niamh McBreen, Asset Management Director, Global Infrastructure Equity, AMP Capital Investors Niamh joined AMP Capital in 2017 from UK Government Investments, where she worked on several portfolio assets including Network Rail, Highways England, NATS… Read full bio
John Morrison
Chief Executive, Institute for Human Rights and Business
John has advised a number of governments, intergovernmental organisations, and businesses on human rights and wider issues of sustainability, development, and international affairs. His most recent book is "The Social License”, published by Palgrave… Read full bio
Mary Nicholson
Head of Responsible Investment, Macquarie Infrastructure and Real Assets
Mary is the Head of Responsible Investment for Macquarie Infrastructure and Real Assets (MIRA). Supported by a global team of experienced sustainability professionals, Mary sets and guides implementation of best practices globally across MIRA’s inves… Read full bio
Karl Nietvelt
Head of Analytical Excellence & Research - Global Infrastructure Ratings, S&P Global Ratings
Karl Nietvelt is S and P Global’s head of Research for Infrastructure ratings, comprising Infrastructure Corporate entities, Utilities and Project finance. Beyond Infrastructure, Karl is heading S and P Global’s research lab on the Energy Transition;… Read full bio
Shami Nissan
Head of Responsible Investment, Actis
Shami leads Actis’ approach to responsible and impact investment, working closely with investment colleagues and company management to assess and manage ESG issues, helping to build world-class businesses and to deliver societal benefits. Before join… Read full bio
Jon Phillips
Director - Corporate Affairs, GIIA
Jon joined GIIA as Director, Corporate Affairs in September 2016 with a brief to develop and implement its communications strategy and to extend its membership base. Between 2005-2016, he was Communications Director for the Nuclear Decommissioning Au… Read full bio
Peter Plaut
Executive Director, Wimmer Family Office
Peter Plaut is an Executive Director at Wimmer Family Office focused on origination, researching and structuring private debt and equity transactions across a broad range of industries including in the aerospace, energy, metals and mining, and real e… Read full bio
Jean-Philippe Richaud
Managing Director, SWEN Capital Partners
Jean-Philippe Richaud is Managing Director and a member of the Executive Committee at SWEN Capital Partners, a European leader in Private Equity, Debt and Infrastructure for institutional and individuals clients. He plays an active role in promoting… Read full bio
Aurélien Roelens
Investment Director and ESG Coordinator, Cube Infrastructure Managers
Since joining Cube IM, Aurélien has been actively involved in the origination, acquisition and development of several energy and telecom companies as well as in the launch of the Connecting Europe Broadband Fund. Today, he is mostly focused on the de… Read full bio
Susanne Røge Lund
Director - ESG, ATP
Susanne is Director, ESG at Denmark’s largest pension fund, ATP. She holds a master’s degree in Finance and has worked within the field of responsible investments for the last 12 years. Susanne has worked on both the asset owner and asset manager sid… Read full bio
Valeria Rosati
Senior Partner, Vantage Infrastructure
Valeria joined the business in 2006 and has two decades of relevant experience. Based in London, Valeria leads Equity asset management and is the joint portfolio manager of the Royal Bank of Scotland Group Pension Fund’s unlisted infrastructure manda… Read full bio
Kat Shenton
Head of Energy Asset Management, Octopus Investments
Katrina is the Head of Octopus Renewables Fund Management which manages investments in >£3Bn energy assets. She has been with Octopus since early 2011 and delivered hundreds of solar deals as manager of the Renewables Investment team before moving in… Read full bio
Emmeline Stein
Analyst, 2° Investing Initiative
Emmeline joined the 2° Investing Initiative as a project manager in September 2018. She is working from the Paris office. She currently oversees InvECAT, an H2020 project focusing on providing the financial sector tools to implement and track climate… Read full bio
Nikolas Stone
Manager, Environmental & Social Responsibility - CDC Group
Nik is an Environment and Social Responsibility Manager at CDC Group, with a focus on equity transactions. Prior to joining CDC Group, he was a consultant for Mott MacDonald and has previously worked for Iberdrola on its operational power generation… Read full bio
Cameron Talbot-Stern
Senior Responsible Investment and Governance Specialist, APG Asset Management
Cameron currently leads the ESG integration for APGs Infrastructure and Natural Resources Portfolio and is a member of the GRESB Infrastructure Advisory Board. He has 12 years’ experience working across infrastructure and real estate with a focus on… Read full bio
Rick Walters
Director Infrastructure, GRESB
Rick has more than 25 years’ experience in Sustainability, Investment, Engineering and Management. His career spans a diverse range of businesses, infrastructure and industry through design, construction and operations phases. Rick previously was a f… Read full bio
Dr. Barbara Weber
Founding Partner, BCapital Partners
Dr. Barbara Weber, Lic., MSc is the Founding Partner of B Capital Partners, a partner-owned investment house, founded in 2003 and based in Zurich. B Capital Partners is a signatory to UNPRI and a member of GRESB, B Capital exclusively focuses on sust… Read full bio
Simon Whistler
Senior Specialist, PRI
Simon joined the PRI in June 2018, and leads the organisation’s work on real assets. He works with real assets investors to support their understanding and integration of responsible investment in their investment processes. His most recent work has… Read full bio
Carlise White
ESG Manager, Copenhagen Infrastructure Partners
Carlisle White is CIP’s ESG Manager. Mr. White is responsible for developing and managing CIP’s sustainability framework, standards and reporting, and the integration of ESG throughout CIP’s investment process. Before moving to Denmark, Mr. White wor… Read full bio
2020 Agenda
View agenda page
Agenda
Day 1 - Monday 12th
ESG & Sustainability Forum 2020 - Monday 12 October
08:45 - 08:50
Welcome from Infrastructure Investor
08:50 - 09:00
Chairperson's opening remarks
Chris Heathcote
09:00 - 09:25
Keynote address: Maintaining the social license for investments in infrastructure
John Morrison
09:25 - 09:50
The State of ESG: Where are we now?
Rick Walters,
Simon Whistler
09:50 - 10:30
Working with the deal team: The role of ESG in fundraising and value creation
Mary Nicholson,
Niamh McBreen,
Valeria Rosati
- How seriously are investment teams really taking ESG?
- Influencing investment teams to ensure ESG is not an afterthought
- Examining the role of ESG in due diligence; historically and now
Moderator: Mary Nicholson, Global Chief Risk and Sustainability Officer, MIRA
10:30 - 11:00
ESG case studies highlighting the value of ESG
Nikolas Stone,
Dr. Barbara Weber
2 case studies will be presented highlighting innovative ways to consider ESG at different stages of an investment from due diligence to exit.
CDC Group – Virunga Energy Investment
Nikolas Stone, Manager, Environmental & Social Responsibility, CDC Group
B Capital Partners – ESG Due diligence case study, Bekk og Strøm
Dr Barbara Weber, Founding Partner, B Capital Partners
11:00 - 11:30
Coffee and Networking
ESG & Sustainability Forum 2020
11:30 - 12:15
Managing climate risk within an infrastructure portfolio
Isabelle Combarel,
Tomas Dauden,
Karl Nietvelt,
Aurélien Roelens
- TCFD Update: What are the implications of the latest update for infrastructure investors?
- How can investors use the recommendations to help predict climate risk across the portfolio?
- What metrics are most relevant to measure climate risk?
- Developing a resilience plan to reduce climate risk in infrastructure investments
Karl Nietvelt
Head of Analytical Excellence & Research - Global Infrastructure Ratings, S&P Global Ratings
Read bio
12:15 - 13:00
EU taxonomy: Practical and strategical implications for infrastructure investors
Brenda Kramer,
Jon Phillips,
Rick Walters,
Valeria Rosati
Presentation followed by a panel discussion
- Outlining responsibilities around sustainability for investors based on new legislation
- How to use the EU taxonomy on your investments
- What are the risks and opportunities for infrastructure in the European Green Deal?
Session facilitator: Brenda Kramer, Advisor Responsible Investment, PGGM
13:00 - 14:00
Networking Lunch
ESG & Sustainability Forum 2020
14:00 - 14:30
IMP: Raising the bar for impact measurement and management practice
Clara Barby
- How is the IMP project relevant to infrastructure investors?
- Building consensus on what constitutes good impact measurement and management practice
- Approach and timeline for completing this ambitious project
14:30 - 15:10
How should investors measure and demonstrate impact?
Martin Ewald,
Jeff Cohen,
Margaret Kuhlow,
Jean-Philippe Richaud
- Views on the IMP project and how useful It is for infrastructure investors
- Defining impact for infrastructure: What metrics can you track?
- Examples of how fund managers have incorporated impact
- Mobilising sustainable infrastructure: moving from ESG to impacts
Moderator: Martin Ewald, Lead PM Impact Investments, Allianz Global
Jeff Cohen
SASB: Institutional Product Strategist – Head of Private Investments Initiatives, CAIA
Read bio
15:10 - 15:30
Coffee and Networking
ESG & Sustainability Forum 2020
15:30 - 16:00
Aligning the investment chain on the SDGs in infrastructure
Simon Whistler,
Ginette Borduas,
Shami Nissan,
Cameron Talbot-Stern
- Practical examples of how infrastructure investors are putting the SDGs into practice.
- How can fund managers and asset owners work together more effectively to deliver SDG outcomes?
- What barriers remain for infrastructure investors to contribute to the SDGs?
Moderator: Simon Whistler, Senior Specialist, UNPRI
16:00 - 16:30
Investor and Manager Scenario Session: Deal or No Deal
Anders Klinkby,
Adam Kirkman,
Susanne Røge Lund
The session will highlight the increased role of ESG in due diligence. A fund manager and institutional investor will discuss two hypothetical investment opportunities with ESG issues. The investor asking the questions they would ask in a real situation regarding specific infrastructure assets. The audience will then be given the opportunity to quiz the presenters on their decisions and decide whether they would invest in the fund.
Moderated by: Anders Klinkby, Managing Partner, Klinkby Enge
16:30 - 17:00
Networking Roundtables looking at the role of ESG on different areas of infrastructure
David Bentley,
Charlie Garrood,
Anders Klinkby,
Tom Maher,
Peter Plaut,
Kat Shenton,
Emmeline Stein,
Carlise White
- Social Infrastructure – Tom Maher, Head of Business Development, Whitehelm Capital
- Listed Infra – David Bentley, Founding Partner, Atlas Infrastructure
- Due Diligence – Anders Klinkby, Managing Partner, Klinkby Enge
- Stranded Assets – Emmeline Stein, Analyst, 2° Investing Initiative
- Cyber Security – Charlie Garrood, Head of Infrastructure EMEA, AON
- Debt Funds – Peter Plaut, Executive Director, Wimmer Family Office
- Greenfield – Carlisle White, ESG & Compliance Officer, Copenhagen Infrastructure Partners
- Renewables – Kat Shenton, Head of Energy Asset Management, Octopus Investments
17:00 - 17:10
Chairperson’s summary and Close of Forum
17:15 - 18:00
Keynote Speech
Ben Hammersley
Back by popular demand, futurist Ben Hammersley will explain how to prepare for the digital future. Hear one of the world’s leading thinkers explain how the information revolution affects infrastructure assets around the world.
Ben Hammersley, Editor-at-Large, Wired
Followed by Q&A with the audience
18:00 - 19:00
Emerald Gala Reception
2021 Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498