Proving the value of ESG in private equity

In its 10th anniversary, the longest running Private Equity meeting focused on bringing together GPs and LPs to discuss ESG issues and market trends in alternatives will return in June. Attracting over 250 delegates from more than 30 countries, this event is not to be missed.

Whilst ESG has grown due to LPs demanding managers to adopt stricter ESG principles, GPs are increasingly seeing how implementing ESG can add tangible value. This Forum presents the perfect opportunity to discuss the state of the industry with your peers and to be a part of a must-attend event for alternative asset professionals with an interest in ESG and responsible investment.

What's new for 2019?

Create meaningful relationships

Connect with and hear from more private equity professionals than ever before throughout the event and have open discussion with your peers in our unique agenda focused on creating valuable opportunities.

Special 10th anniversary edition

Our 10th anniversary event will create the perfect opportunity to discuss how far the industry has come and what there is left to do.

Learn from your industry peers

Discussion of evolving topic areas such as linking impacts to ESG, implementing SDGs, managing water risk, climate risk strategy, influencing investment teams and much more.

Agenda highlights

Keynote speech from David Blumer of Blackrock explaining why the world’s largest asset manager is committed to ESG.

New kids on the block discussing what the rise of impact investing means for private equity.

Substantial variety of topics including the rise of governance, utilising data, human capital, tax, SASB standards, regulatory updates and much more.

ESG value creation case studies to learn from those involved in these successful deals.

Workshop sessions focused on realistic climate risk strategy for Private Equity & SDG implementation to give you practical takeaways to take back to the office.

 

Keynote speaker

David J. Blumer

Senior Managing Director and Global Head

BlackRock Alternative Investor

“Over the last decade we have seen growing recognition among investors that a company’s management of environmental, social, and governance matters can be a key indicator of its ability to deliver long term sustainable growth and investor returns.

I’m delighted to have this opportunity to contribute to the conversation around how ESG can help create long-term value for private equity investors. As a fiduciary to our clients, BlackRock seeks to incorporate material ESG factors into our investment process, which can help us better assess investment risks and opportunities.”

Testimonials

A quote icon for decorating the content Will Nitch-Smith

TRC Solutions

The Responsible Investment Forum gives a unique insight into the current perspectives of GPs, how they deal with these expectations and their practical response…

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A quote icon for decorating the content Markus Reppenhagen

ARCADIS

Expert speaker panel and excellent networking opportunities – one of the best events I have attended this year

A quote icon for decorating the content Naku Zaveri

Global Environment Fund

Excellent line up of speakers and a very relevant attendee list which helped understand the latest ESG trends and to connect one on one to investment profession…

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View the agenda

For more information on the agenda, please contact Charles Gould at charles.g@peimedia.com or call +44 (0) 20 7566 5444.

Download your copy of the agenda here.

Day 1 Day 2
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Agenda

Day 1 - Wednesday 5th

PEI Responsible Investment Forum: Europe 2019
08:30 - 09:00

Chairperson’s welcome

09:00 - 09:30

Keynote: Outlining why the world’s largest asset manager is committed to ESG

David J. Blumer
A speaker photo for David J. Blumer

David J. Blumer

Senior Managing Director and Global Head, BlackRock Alternative Investors

Read bio
09:30 - 10:10

10 years of ESG in private equity: How far have we come?

Tom Rotherham-Winqvist, Mike Powell, Adam Black
  • Is the industry too quick to congratulate itself?
  • How far have LP expectations moved in the past decade? Are some LP boards kicking back on ESG?
  • Who and what can move the needle further?
A speaker photo for Tom Rotherham-Winqvist

Tom Rotherham-Winqvist

Managing Director, Wafra

Read bio
A speaker photo for Mike Powell

Mike Powell

Head of Private Markets and Executive Director, USSIM

Read bio
A speaker photo for Adam Black

Adam Black

Head of ESG & Sustainability, Coller Capital

Read bio
10:20 - 11:00

New kids on the block: the emergence of impact funds in private equity

  • What can traditional PE funds learn from impact funds?
  • Exploration on how and why traditional funds are launching impact strategies
  • Investor views on impact compared to traditional PE: are ESG and impact the same thing?
  • Is private equity buy-in proof of the impact investment concept?
11:00 - 11:30

Coffee & networking

PEI Responsible Investment Forum: Europe 2019
11:30 - 12:00

Using data to drive ESG performance and proving impact

Shami Nissan, Fiona Place, Ellen de Kreij
  • GP practices for defining meaningful and relevant datapoints that support ESG management and reporting to LPs
  • How are GPs using datapoints to prove positive impact?
  • What is the quality of ESG reporting required for exit?
A speaker photo for Shami  Nissan

Shami Nissan

Head, Responsible Investment, Actis

Read bio
A speaker photo for Fiona Place

Fiona Place

Associate Director, Anthesis

Read bio
A speaker photo for Ellen  de Kreij

Ellen de Kreij

Operating Advisor - Sustainability, Apax Partners

Read bio
12:00 - 12:40

The UN SDGs: a call to action that is being answered

Carmela Mondino
  • Are the UN SDGs a business opportunity for GPs?
  • How SDGs can be used to show impact
  • In practice: how are investors mapping positive and negative impact on SDGs across the portfolio and what are they doing with the information?
A speaker photo for Carmela  Mondino

Carmela Mondino

Associate, ESG & Sustainability, Partners Group

Read bio
12:40 - 13:15

Urgent action required: climate risks and opportunities in the portfolio

Ritu Kumar
  • How successful has PE been in implementing the changes proposed by the FSB taskforce?
  • What is the role of private equity in the low carbon transition?
  • Which type of assets are most exposed to climate risk? Where might there be opportunities?
  • Investor views on funds exposure to climate risk
A speaker photo for Ritu Kumar

Ritu Kumar

Director, Environmental and Social Responsibility

Read bio
13:15 - 14:15

Lunch

Stream A
14:15 - 14:55

Human Capital: How ESG can be crucial in helping to attract and retain talent in the portfolio

  • To what extent are top graduates taking the sustainability ambitions and practices of employers into consideration
  • What are the key considerations for millennials when assessing potential employers?
  • Accelerating diversity to improve company performance

 

14:55 - 15:30

Emerging issues: Managing reputational risk in a changing world

Michael Hall
  • To what extent is it possible to manage reputational risk during due diligence?
  • How to react to issues in a 24-hour news cycle
  • Monitoring risks throughout the supply chain
  • Case studies where private equity firms have been caught up in a scandal and addressed it head on
A speaker photo for Michael  Hall

Michael Hall

ESG Manager, Development Partners International

Read bio
15:30 - 16:10

Climate risk workshop: practical suggestions for private equity

  • To what extent is scenario analysis realistic and necessary?
  • How to analyse transition and physical risk across your portfolio
  • Finding hotspots in your portfolio and how to latch onto them
Stream B
14:15 - 14:55

Measuring Impact: the asset owner view

Emmanuel Parmentier, Keimpe Keuning
  • Impact vs. ESG in asset owners’ responsible investment strategies
  • Role of private assets
  • LPs expectations on private asset managers and best practices observed
A speaker photo for Emmanuel  Parmentier

Emmanuel Parmentier

Partner, INDEFI

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A speaker photo for Keimpe Keuning

Keimpe Keuning

Executive Director, LGT Capital Partners

Read bio
14:55 - 15:30

Regulatory update: What’s new and what is what is coming?

Simon Witney
  • How will the EU’s new sustainability regulations impact private equity?
  • Portfolio company governance: the Wates Guidelines and stakeholder disclosures.
A speaker photo for Simon Witney

Simon Witney

Partner, Debevoise & Plimpton

Read bio
15:30 - 16:10

SDG workshop: Developing a focused approach to the SDGs

Alan Kao
A speaker photo for Alan Kao

Alan Kao

Principal, Ramboll

Read bio
Stream C
14:15 - 14:55

Why ESG and infrastructure are such natural bedfellows

Simon Whistler, Sabine Chalopin, Laura Canas da Costa, Tim Clare
  • To what extent is ESG an important value creation driver in infrastructure?
  • How ESG implementation differs for debt and equity investors
  • How is ESG considered in asset Due Diligence vs Stewardship?
A speaker photo for Simon Whistler

Simon Whistler

Senior Manager, UNPRI

Read bio
A speaker photo for Sabine Chalopin

Sabine Chalopin

ESG Manager, Denham Capital

Read bio
A speaker photo for Laura Canas da Costa

Laura Canas da Costa

Senior Advisor on Sustainable Finance, WWF Switzerland

Read bio
A speaker photo for Tim Clare

Tim Clare

Director, Anthesis

Read bio
14:55 - 15:30

Integrating ESG in real estate investment strategies

Rozana Isaiu
  • What are investors’ expectations regarding performance, reporting and engagement of ESG?
  • Aligning sustainability and investment strategies across the portfolio
  • Measuring success: how ESG strategies are enhancing risk-adjusted returns
  • ESG performance improvements: from risk reduction to value creation
A speaker photo for Rozana Isaiu

Rozana Isaiu

Director - Real Estate, GRESB

Read bio
15:30 - 16:10

Forestry and ESG – A ‘natural’ fit in a growing asset class

  • Forestry risk, return, and portfolio characteristics
  • How does responsible investment support forestry risk management?
  • Opportunities for market growth in the circular and low-carbon economy
PEI Responsible Investment Forum: Europe 2019
16:10 - 16:40

Coffee & networking

PEI Responsible Investment Forum: Europe 2019
16:40 - 17:30

Networking Roundtable Discussions

Led by an expert moderator, the roundtables will create an informal environment to discuss and debate ESG opportunities across different private equity strategies. Delegates will be able to move around tables, maximising networking and learning opportunities

  • Secondaries – Adam Black (Coller Capital)
  • Venture Capital
  • Real Estate
  • Infrastructure
  • Private Debt
  • Impact investment – Eva Yazhari (Beyond Capital Fund)
17:30 - 18:30

Close

Agenda

Day 2 - Thursday 6th

PEI Responsible Investment Forum: Europe 2019
08:15 - 09:15

Invitation only LP & GP Breakfast Briefings

09:20 - 09:40

Day two keynote

09:40 - 10:20

To what extent is ESG is being taken more seriously by investment teams?

Tomas Sys
  • Influencing investment teams and CEOs to ensure ESG is not an afterthought
  • Connecting ESG professionals with CEOs to create value
  • Strengthening board oversight on ESG issues
  • Examining the role of ESG in due diligence; historically and now
A speaker photo for Tomas Sys

Tomas Sys

Principal Consultant, Ramboll

Read bio
10:20 - 10:50

It’s the governance, stupid

  • The central role of governance deal making – when to engage and when to walk away?
  • How much does E and S depend on the G?
  • Impact of recent changes to legislation such as the bribery act
  • How investing in anti-bribery and corruption compliance add value
  • The role of governance in due diligence
10:50 - 11:20

Coffee & networking

PEI Responsible Investment Forum: Europe 2019
11:20 - 12:00

ESG case studies highlighting the value of ESG at exit

Bennet Grill

3 case studies will be presented highlighting how and where ESG can add value. At the end of the presentations there will be a vote on the best case study

A speaker photo for Bennet Grill

Bennet Grill

Principal, Blue Wolf Capital Partners

Read bio
12:00 - 12:30

Taking a deeper dive into SASB standards

Jeff Cohen
  • How SASB standards are being used by private equity managers to improve the rigor of ESG integration into the investment decision making
  • An initial SASB overview to be provided followed by a deeper level of practical insight
  • How to think of material ESG factors and how SASB standards can help
A speaker photo for Jeff Cohen

Jeff Cohen

CAIA, Institutional Product Strategist, Sustainability Accounting Standards Board

Read bio
12:30 - 13:00

Oxford style debate: How far has the needle moved in 10 years?

This house believes that ESG has had a lasting impact on private equity finance

13:00 - 14:00

Lunch

View the speakers

For more information on speaking, please contact Charles Gould at charles.g@peimedia.com or call +44 (0) 20 7566 5444.

Download your copy of the agenda here.

Stefano Bacci

Partner & ESG Manager, Ambienta

Stefano Bacci is a Partner and Ambienta’s ESG Manager, and is based in London. He joined Ambienta in 2012 and has been involved in a number of transactions including Tower Light, Calucem, Oskar Nolte and IP Cleaning.Prior to joining Ambienta, he was… Read full bio

Adam Black

Head of ESG & Sustainability, Coller Capital

Adam has been an ESG specialist for over 25 years (10 years in private equity). He is active with Invest Europe, the BVCA, Hong Kong VCA and the UN-supported Principles for Responsible Investment (including as a former member of the Private Equity St… Read full bio

David J. Blumer

Senior Managing Director and Global Head, BlackRock Alternative Investors

David J. Blumer, Senior Managing Director, is Global Head of BlackRock Alternative Investorsand is a member of the Global Executive Committee.Prior to taking on his current responsibilities in September 2017, Mr. Blumer served as head of Europe, Midd… Read full bio

Natasha Buckley

Senior Manager - Private equity programme, UNPRI

Natasha joined the PRI in August 2011. She is responsible for the PRI’s work in private equity, through which the PRI acts as a global platform to understand and share good practice, develop reporting practices and establish LP-GP alignment on expect… Read full bio

Michael Cappucci

Senior Vice President - Sustainable Investing, Harvard Management Company

Michael Cappucci is the senior vice president for compliance and sustainable investing of Harvard Management Company (HMC). He joined HMC in 2012. Michael helps to manage HMC’s sustainable investment program, where he focuses on integrating ESG facto… Read full bio

Laura Canas da Costa

Senior Advisor on Sustainable Finance, WWF Switzerland

Laura is a Senior Advisor for Sustainable Finance at WWF Switzerland. She is in charge of the network’s activities around the financing of sustainable infrastructure. Before joining WWF Switzerland, she worked as an investment manager at the sustaina… Read full bio

Sabine Chalopin

ESG Manager, Denham Capital

Sabine Chalopin is the ESG Manager to Power Deal Team and is responsible for screening, managing and monitoring investments for environmental and social risks and opportunities. She brings 11 years of power experience to the firm. Prior to joining De… Read full bio

Tim Clare

Director, Anthesis

Tim is the European lead for ESG at Anthesis Group, based in London. Tim has over twenty years of experience. His initial focus was on the direction of multi-site, multi-jurisdictional EHS due diligence projects undertaken as part of M&A transactions… Read full bio

Jeff Cohen

CAIA, Institutional Product Strategist, Sustainability Accounting Standards Board

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

Ellen de Kreij

Operating Advisor - Sustainability, Apax Partners

Ellen de Kreij is responsible for the implementation of the Apax Partners Sustainability Programme and is a member of the Apax Operational Excellence team. Ellen joined Apax Partners in 2002 as Director of Deal Generation and became a Director in the… Read full bio

Jerome Duthu-Bengtzon

Principal -Investment Team, Pantheon

Jérôme Duthu-Bengtzon, Principal in Pantheon’s European Investment Team, joined the firm in 2007 and has 16 years of private markets experience. Jérôme focuses on the analysis, evaluation and completion of infrastructure & real assets transactions, a… Read full bio

Bennet Grill

Principal, Blue Wolf Capital Partners

Bennet Grill is a Vice President of Blue Wolf Capital Partners LLC. The Blue Wolf Capital Funds are a family of private equity funds which focus on transformational investments in middle market companies. Mr. Grill focuses on investments in the indus… Read full bio

Michele Giddens OBE

Co-founder & Partner, Bridges Fund Management

Michele co-founded Bridges in 2002 alongside Philip Newborough and Sir Ronald Cohen. 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

Michael Hall

ESG Manager, Development Partners International

Michael leads ESG and Impact work at DPI, a private equity firm focused on investing across Africa. With 15 years’ ESG experience, Michael has developed an extensive cross-sector, cross-industry view of the opportunities and challenges of ESG strateg… Read full bio

Alison Hampton

Founder, Alma Verde Advisors

Alison is the founder Alma Verde Advisors, which she set up to provide consultancy and training services to private equity and other investors on responsible investment strategies. She is also an independent advisor at Sancroft, the sustainability co… Read full bio

Rozana Isaiu

Director - Real Estate, GRESB

Roxana Isaiu is Director Real Estate for GRESB. Roxana holds an Msc in Corporate Finance and is responsible for the development and implementation of the ESG standards, as well as the benchmarking methodology for the real estate sector. Since joining… Read full bio

Alan Kao

Principal, Ramboll

Alan Kao is a Principal and Global Service Line Leader for Compliance, Strategy, and Transaction Services (CST) at Ramboll. The CST service line provides a broad range of environmental and social risk services related to the acquisition, operation, g… Read full bio

Keimpe Keuning

Executive Director, LGT Capital Partners

Keimpe Keuning, CAIA (Dutch) is an executive director at LGT Capital Partners and is responsible for ESG and Sustainability in Private Markets. Prior to joining the firm in 2018, he was investment manager for sustainable private equity at RobecoSAM i… Read full bio

Maurice Klaver

Investment Manager, PGGM

Maurice Klaver is Senior Investment Manager within PGGM Private Equity, focused on investing in the sustainable investment themes food security, healthcare, water scarcity and climate. Maurice joined PGGM Private Equity in 2011 and worked until early… Read full bio

Ritu Kumar

Director, Environmental and Social Responsibility

Ritu has 20 years of global experience working on environment and social issues. As an economist based in London, she has built up extensive experience in value creation, research, capacity building, and management of environmental and social issues.… Read full bio

Stewart Langdon

Partner, LeapFrog Investments

Stewart leads investments in LeapFrog’s priority markets in South Asia. He co-led LeapFrog’s landmark investments in Shriram, WorldRemit Mahindra, BIMA, and SMK. Stewart has 15 years of experience in investment banking, corporate finance and private… Read full bio

Caroline Löfgren

Head of Responsible Investment, Hg

As Head of Responsible Investment at PE firm Hg, Caroline covers all Environment, Social and Governance related topics at Hg and their portfolio. Caroline is part of both the Client Services and Operations Innovation teams, and is working actively wi… Read full bio

Carmela Mondino

Associate, ESG & Sustainability, Partners Group

Carmela Mondino is part of the Industry Value Creation business unit's ESG & Sustainability team, based in Zug. Prior to joining Partners Group, she worked at Total, adidas and Lonza. She holds a master's degree in petroleum engineering from the Buen… Read full bio

Shami Nissan

Head, Responsible Investment, Actis

With over 17 years’ experience in responsible investment, primarily serving the private equity, banking and development finance sectors, Shami was drawn to Actis by its leadership in responsible investing, the firm’s diverse culture and the opportuni… Read full bio

Ana Lei Ortiz

Managing Director - Relationship Management Europe, Hamilton Lane

Ana is a Managing Director at Hamilton Lane, based in the firm’s London office, where she leads the Relationship Management Team in London and is responsible for all aspects of European client relations including portfolio construction and strategic… Read full bio

Emmanuel Parmentier

Partner, INDEFI

Emmanuel Parmentier is a Partner at INDEFI, the leading strategy advisor for the investment management business in Europe.He leads the Group’s ESG advisory practice for financial investors (private equity firms, asset managers and institutional inves… Read full bio

Fiona Place

Associate Director, Anthesis

Fiona is a senior member of the UK Anthesis business and leads a practice focused on ESG strategy and risk management. She is an experienced sustainability professional with over 15 years experience, delivering complex projects to the corporate secto… Read full bio

Mike Powell

Head of Private Markets and Executive Director, USSIM

Mike Powell has overall responsibility for the Private Markets Group and is Chairman of the Private Markets Investment Committee within USSIM. He is also a Board Director of USSIM, a member of the USSIM Executive Committee and the Investment Policy C… Read full bio

Anna Ryott

Chairperson, Summa Equity

Anna Ryott is Chair of Board at Summa Equity. Summa Equity use investments as a tool to create a better world and at the same time deliver high returns. Anna is also on the board of Norrsken Foundation, Axel Johnson AB, UNF Global Entrepreneurs Counc… Read full bio

Greg Shell

Managing Director – Double Impact, Bain Capital

Greg Shell joined Bain Capital as a Managing Director in 2016. Prior to joining Bain Capital, Mr. Shell served as a Lead Portfolio Manager of a concentrated Global Equity product at GMO. Previously, Mr. Shell was a Senior Equity Analyst at Columbia M… Read full bio

Tomas Sys

Principal Consultant, Ramboll

Tomas Sys leads Ramboll’s Compliance, Strategy, and Transaction Services (CST) in the UK. The CST service line provides a broad range of environmental, health & safety and social risk services supporting global investors throughout the entire investm… Read full bio

Simon Witney

Partner, Debevoise & Plimpton

Simon Witney is a Special Counsel in the London office of Debevoise & Plimpton LLP. Mr. Witney is one of the market’s most prominent private equity lawyers. Both Real Deals magazine and Private Equity International magazine have named him amongst the… Read full bio

Simon Whistler

Senior Manager, UNPRI

Simon joined the PRI in June 2018 as a Senior Manager, focusing on real assets, including infrastructure and forestry. He works with the investor community to support their understanding and implementation of responsible investment processes within d… Read full bio

Tom Rotherham-Winqvist

Managing Director, Wafra

Tom Rotherham-Winqvist joined Wafra in November 2018. He previously spent 5 years at the Institutional Investors Roundtable (IIR) and Fiduciary Investors Roundtable for Collaboration and Partnerships (FIRCAP), asset-only platforms created to promote… Read full bio

Eva Yazhari

CEO

Eva Yazhari is a CEO with 14 years of experience working in the venture investment and asset management industries. She is currently Co-Founder and CEO of Beyond Capital Fund (“Beyond Capital”), an early-stage investment fund that improves the lives… Read full bio
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Sponsorship opportunities in 2019

The Responsible Investment Forum offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for Private Equity professionals focused on investing responsibly.

For more information on available sponsorship opportunities contact Christopher Wagland, chris.w@peimedia.com +44 (0) 0207 566 5475.

Download your copy of the sponsorship brochure here.

Pre-Event Resources

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10 Years of ESG

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Agenda

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2018 Attendee List

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2018 Brochure

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Sponsorship Brochure

Countless networking opportunities

Connect with other professionals interested in ESG and responsible investment

As the largest global event focused on ESG in private equity bringing together more than 250 senior GPs and LPs to discuss the state of the industry and discover how implementing ESG can add tangible value.

Informal relationship building

Join your peers during the 10th anniversary cocktail reception, invitation only LP and GP breakfasts, as well as Forum lunches to connect with potential partners in a more relaxed atmosphere.

Structured networking 

Structured networking sessions will be held during the day in the form of Oxford style debates, roundtable discussions and conference networking breaks to allow you to identify attendees with similar interests and goals.

1 Cadogan Pl, Belgravia, London SW1X 9PY

Jumeirah Carlton Tower