The longest running global event for ESG in private markets

The longest-running private equity forum focused on bringing together fund managers, institutional investors, and expert advisors to discuss ESG issues across alternative asset classes will return to London on 9-10 November, co-hosted with the PRI. The key theme for this year will be climate change and the route to net-zero. Hear from the Net-Zero Asset Owner Alliance who will discuss their approach, expectations of managers and the impact on capital allocation.

Connect with your peers through interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts. Build lasting relationships and compare best practices with your peers.

Book now to be a part of the must-attend event for alternative asset professionals with an interest in ESG and responsible investment. There will be additional opportunities for those unable to travel to participate remotely.

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Co-hosted with

What can you expect at the Responsible Investment Forum?

Event content with value

The key theme for this year will be climate change and the route to net-zero. Learn from industry experts and get insight into the path to net-zero, sustainable value creation, the rise of impact investing, making data useful for investors and fund managers, an EU and SFDR regulatory update, as well as ESG approaches in the US and Japan.

Build a valuable network

Connect with industry participants in all aspects of responsible investment. 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 in the industry. Benefit from our expansive European investor community who will be in attendance throughout the forum. Previous investors include AP7, Border to Coast Pensions Partnership, CPPIB, MN, Nordea and PGGM.

Keynote speaker

 

 

Hear from Christian Sinding, CEO and Managing Partner of EQT on what moving to net-zero practically means for private equity. Discover practical steps for developing an approach to ESG at the longest-running private equity event focused on sustainability.

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Speakers confirmed in 2021

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Connect with responsible investment and ESG professionals

Abris Capital Partners
ADM Capital
Antin Infrastructure Partners
AP6
AP7
Border to Coast Pensions Partnership
Church Commissioners
Cinven
Denham Capital
EMK Capital
EBRD
EIF
Global Sustain Group
Greystar Europe Holdings
Heptagon Capital
IK Investment Partners
Intermediate Capital Group
Investindustrial
JP Morgan
M&G Investment Management
Marwitz Family Office
MassMutual
NextEnergy Capital
Nordea Asset Management
Nordic Capital
Norvester Equity
Octopus Investments
Proterra Investment Partners
RBS International
Star Capital Partners
Wates Foundation
Wimmer Family Office

Testimonials from attendees

Anna Follér

Sustainability Manager, AP6

As an investor in private equity only, the PEI Responsible Investment Forum is our number one go to event for learning, sharing and networking around ESG.

Clara Camara

Legal Counsel, Crest Capital Partners

As a first-time attendee, it was very useful to understand the urgency of being more demanding with ourselves and with portfolio companies. It was great to lear…

Read full testimonial

Delilah Rothenberg

Executive Director & Founding Member, Predistribution Initiative

The forum is one of my top go-to events every year. It is a key meeting point for industry professionals to learn from and get to know one another.

Sponsors confirmed for 2021

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View the 2021 agenda

The Responsible Investment Forum: Europe will take place on 9-10 November, all timings are in GMT, UK time zone.

For more information on the agenda, please contact Charles Gould.

charles.g@peimedia.com | +44 (0)203 879 3893

Download the agenda

Day 1 Day 2
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Agenda

Day 1 - Tuesday 9th

Plenary
08:45 - 08:55

Chair’s introduction

08:55 - 09:05

PRI update

09:05 - 09:45

The ICI journey: interpreting and acting on the latest guidance

Emilie Bobin, Cornelia Gomez, Dr Serge Younes
  • Update on latest guidance from the ICI, what are the priorities?
  • How collaboration can help PE lead the way
  • Meeting net zero within the churn nature of a PE portfolio
  • What are the main highlights from the latest guidance?
A speaker photo for Emilie Bobin

Emilie Bobin

Partner, PwC

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A speaker photo for Cornelia Gomez

Cornelia Gomez

ESG Director, PAI Partners

Read bio
A speaker photo for Dr Serge Younes

Dr Serge Younes

Senior Vice President - Head of Sustainability, Investindustrial

Read bio
09:45 - 10:30

Net-zero asset owners: how investors are aligning themselves with the Paris agreement

Michael Cappucci, Anna Follér
  • What is the net zero managers alliance?
  • How are asset owners getting to net zero? Is capital allocation being impacted?
  • How are LPs assessing managers on commitment to net zero?
  • Priorities for the next five years asset owners
A speaker photo for Michael  Cappucci

Michael Cappucci

Senior Vice President - Sustainable Investing, Harvard Management Company

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A speaker photo for Anna Follér

Anna Follér

Sustainability Manager, AP6

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10:30 - 11:00

Keynote interview: what moving to net zero practically means for private equity

Christian Sinding
A speaker photo for Christian  Sinding

Christian Sinding

CEO and Managing Partner, EQT

Read bio
11:00 - 11:30

Coffee & networking

Plenary
11:30 - 12:10

Sustainable value creation: How ESG has moved from a cost centre to a value driver

Tomas Sys, Anders Misund, Adam Black
  • Getting buy-in from the investment team, how are the heads of ESG working with the deal partners?
  • Working via underlying GPs to create value through ESG
  • Partnering with portfolio companies to create value through ESG
  • Examples of work on ESG adding to multiple paid at exit

Moderator: Tomas Sys, Principal, UK M&A and ESG Advisory Lead, Ramboll

A speaker photo for Tomas Sys

Tomas Sys

Principal Consultant, Ramboll

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A speaker photo for Anders Misund

Anders Misund

Partner and Head of Nordics, EQT Partners

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A speaker photo for Adam Black

Adam Black

Head of ESG & Sustainability, Coller Capital

Read bio
12:10 - 12:30

Case study: outlining how a leading GP has approached climate across its entire portfolio

  • Simplifying the approach to climate across the business
  • The challenge of measuring carbon footprint of all portfolio companies
  • How data has been utilised to manage risks and opportunities associated with climate
  • How transforming the approach to climate has had a positive impact on returns
12:30 - 13:15

Making data useful: are we drowning in ESG data?

Maaike van der Schoot
  • How can service providers make their offerings more relevant to private markets?
  • To what extent are the reams of data being made use of?
  • How are LP requests changing?
  • How best to engage with the portfolio on data requests
A speaker photo for Maaike van der Schoot

Maaike van der Schoot

Responsible Investment Officer, AlpInvest Partners

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13:15 - 14:15

Lunch

Stream A - Impact Investing
14:15 - 14:55

The continued rise of impact investment in private markets

  • Outlining the considerations for a traditional GP launching an impact strategy
  • Dedicated funds vs integration with ESG: to what extent are the two worlds merging?
  • What can PE funds moving into impact learn from impact specialists? How do strategies differ?
14:55 - 15:30

Investor expectations on impact

Ana Lei Ortiz
  • Can impact be on parity with returns in?
  • Do investors need to adjust their mandates to account for impact performance?
  • What data do investors want to see and which frameworks are they using?
  • To what extent are investors concerned by greenwashing?
A speaker photo for Ana Lei Ortiz

Ana Lei Ortiz

Managing Director, Hamilton Lane

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15:30 - 16:05

Is standardisation on reporting of impact any closer?

Phil Davis, James Magor
  • Update on the impact management project and other methodologies
  • What frameworks are funds using to demonstrate impact?
  • How will things develop in the next decade as the space grows?
A speaker photo for Phil Davis

Phil Davis

Director of ESG, Helios Investment Partners

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A speaker photo for James Magor

James Magor

Director - Sustainability, Actis

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Stream B - Other Asset Classes
14:15 - 14:55

To what extent is ESG now fully incorporated within the private debt investment process?

Sabrina Fox
  • Update on the latest initiatives around private debt and ESG
  • What are the remaining barriers to ESG implementation in private credit?
  • How are LP demands around ESG on credit investments changing?
A speaker photo for Sabrina Fox

Sabrina Fox

Chief Executive Officer, European Leveraged Finance Association

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14:55 - 15:30

Why managing climate risk is crucial to driving returns in infrastructure investment

Mary Nicholson, Simon Whistler
  • Possible implications of COP 26 on infrastructure investors
  • Assessing climate risk within a typical infrastructure portfolio
  • Opportunities created by the move to net-zero
A speaker photo for Mary Nicholson

Mary Nicholson

Head of Responsible Investment, Macquarie Infrastructure and Real Assets

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A speaker photo for Simon Whistler

Simon Whistler

Senior Specialist, UNPRI

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15:30 - 16:05

Why ESG is crucial to driving returns in real estate investments

  • Proving the value of investing responsibly
  • Risk/return profile of impact investing
  • Engaging with landlords and tenants on ESG
  • Opportunities of net-zero buildings and danger of value destruction for older buildings not meeting ESG credentials
Around the world of ESG
16:15 - 16:45

Keynote discussion: Spotlight on ESG in Japan

Peter Dunbar, Jun Tsusaka
  • Comparing implementation in Japan to elsewhere in the world
  • What are Japanese LPs demanding on ESG? Are allocations being made based on ESG merit?
  • How are Japanese GPs innovating when it comes to ESG?

Peter Dunbar, Private Equity Specialist, UNPRI
in conversation with
Jun Tsusaka
, CEO, CIO and Chairman of ESG Committee, NSSK

A speaker photo for Peter Dunbar

Peter Dunbar

Private Equity Specialist, UNPRI

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A speaker photo for Jun Tsusaka

Jun Tsusaka

CEO, CIO and Chairman of ESG Committee, NSSK

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16:45 - 17:15

Keynote discussion: Spotlight on North America

Alan Kao, Megan Starr
  • Will the new Biden administration will boost ESG in the States in all areas of investment?
  • Is the US still lagging behind Europe or is this an outdated view?
  • How is impact taking hold in US beyond the mega funds?

Alan Kao, Principal, Ramboll
in conversation with
Megan Starr
, Global Head of Impact, Carlyle Group 

A speaker photo for Alan Kao

Alan Kao

Global Director, ESG Services, Ramboll

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Megan Starr, The Carlyle Group

Megan Starr

Global Head of Impact, The Carlyle Group

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Networking Roundtable Discussions
17:15 - 18:00

Networking Roundtable Discussions: Emerging topics

Alison Hampton

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

  • ESG in venture: Alison Hampton, Founder, Alma Verde Advisors
  • Biodiversity
  • ESG in secondaries
  • Carbon Trading
  • B-corps
  • Renumeration
  • ESG Linked Credit Facilities
  • Value creation
A speaker photo for Alison Hampton

Alison Hampton

Founder, Alma Verde Advisors

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Agenda

Day 2 - Wednesday 10th

Plenary
09:00 - 09:10

Chair’s introduction

09:10 - 09:40

Case study: Net-Zero from commitment to execution

James Hilburn
  • Net Zero by 2050 – why is this a GP problem?
  • Short-termism – why interim targets matter and how to set them credibly?
  • Ensuring alignment between the GP and portfolio company on the Net Zero imperative
  • Where to start? Practical tips for a decarbonisation roadmap

Facilitator: James Hilburn, Director – Financial Services, Carbon Intelligence

A speaker photo for James Hilburn

James Hilburn

Director - Financial Services, Carbon Intelligence

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09:40 - 10:10

Case study: highlighting why net-zero initiatives are a value creation necessity for PE

Will Jackson-Moore
  • Starting on the journey and integrating it within value creation plans
  • Outlining opportunities of full value chain transformation
  • How have the firm engaged senior management within portfolio companies?

Facilitator: Will Jackson-Moore, Partner, Global Private Equity, Real Assets, and Sovereign Funds Leader, PWC

A speaker photo for Will Jackson-Moore

Will Jackson-Moore

Global Private Equity, Real Assets, and Sovereign Funds Leader , PwC

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10:10 - 10:45

Utilising data to shape your approach to climate

  • Implications of regulatory changes and where you need to be
  • What kind of data is useful to identify climate impact?
  • How to avoid errors such as double counting carbon emissions
  • To what extent is climate-based data shaping investment decisions?
10:45 - 11:15

Coffee & networking

Plenary
11:15 - 11:50

Defining what is meant by human rights for PE investors and how to address any issuesl response to climate change?

  • What is the level of responsibility for managers?
  • Valuing human rights during due diligence
  • How to react when there is an issue within your supply chain with practical examples
  • New regulations on modern slavery and what it means for fund managers
11:50 - 12:30

Practical ways to address diversity within a PE portfolio

  • Are LPs demanding enough? To what extent are allocations being impacted?
  • Working with portfolio companies when your own house may not be in order
  • Examples of how targets and new initiatives have moved the needly
  • Moving beyond just gender diversity
12:30 - 13:00

Regulatory update: where are we now and preparing yourself for upcoming changes

  • Snapshot of where the industry is with SFDR
  • What are the implications of the new SFDR guidance?
  • How is the EU taxonomy shaping strategy?
  • What’s coming next in Europe and globally?
13:00 - 14:00

Lunch

Plenary
14:00 - 15:30

Regulatory networking workshop

Simon Witney

Led by Travers Smith the room will be split up into small group discussions to discuss the latest developments in regulation and practical approaches to them.

Room breaks up into roundtable discussions

  • EU taxonomy reporting for companies and asset managers
  • Diversity and inclusion in the workplace: responding to #MeToo and other topical issues for portfolio companies
  • Legal and regulatory acquisition due diligence and exit planning
  • Incentivising management to achieve sustainability targets
  • Portfolio company governance best practices
  • Tax governance and ethics

14:45-15:30
Another session of roundtables so delegates can cover two of the discussion topics

  • EU taxonomy reporting for companies and asset managers
  • Diversity and inclusion in the workplace: responding to #MeToo and other topical issues for portfolio companies
  • Legal and regulatory acquisition due diligence and exit planning
  • Incentivising management to achieve sustainability targets
  • Portfolio company governance best practices
  • Tax governance and ethics

Lead facilitator: Simon Witney, Senior Consultant, Travers Smith

A speaker photo for Simon Witney

Simon Witney

Senior Consultant, Travers Smith

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Speakers confirmed for 2021

For more information on speaking opportunities please contact Charles Gould.

charles.g@peimedia.com | +44 (0)203 879 3893

Download the agenda

Adam Black

Head of ESG & Sustainability, Coller Capital

Adam has spent his entire near 30-year career within ESG and sustainability (the past 13 years employed within alternative finance). Much of his direct finance experience has been with the private markets (notably private equity buy outs, real estate… Read full bio

Emilie Bobin

Partner, PwC

Emilie joined PwC’s Sustainability Team in France in 2007, where she is now Partner. Emilie has solid Private Equity sector expertise, built through close collaboration with leading actors since 2008. She works on ESG due diligence, PE houses ESG and… 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

Phil Davis

Director of ESG, Helios Investment Partners

Phil joined Helios Investment Partners in August 2020 to take responsibility for Helios’ ESG activities across the investment lifecycle. He has 15 years of relevant professional experience, working in over 25 countries around the world. He was previo… Read full bio

Peter Dunbar

Private Equity Specialist, UNPRI

Peter Dunbar is a Private Equity Senior Specialist within the PRI’s Investment Practices team. Peter has 20 years experience in the asset management industry, and before joining PRI, was a Senior Manager in the private markets team of Capital Group f… Read full bio

Claire Elsdon

UK Director - Capital Markets, CDP

Claire Elsdon leads CDP’s UK Capital Markets team. Claire works with investors and capital markets actors to request and utilise critical climate, water and forest impact data from the companies they finance, through CDP’s global disclosure process.… Read full bio

Anna Follér

Sustainability Manager, AP6

Anna Follér joined the Sixth Swedish National Pension Fund (AP6) in 2014 as sustainability manager. Anna’s work includes supporting the investment organisation in integrating ESG factors into the investment and ownership processes as well as refining… Read full bio

Sabrina Fox

Chief Executive Officer, European Leveraged Finance Association

Sabrina is the Chief Executive Officer for the European Leveraged Finance Association, an investor-only trade association comprised of European leveraged finance investors from over 40 institutional fixed income managers, including investment advisor… Read full bio

Cornelia Gomez

ESG Director, PAI Partners

Cornelia is Head of ESG and Sustainability at PAI Partners. She is a Sustainability expert and key intermediary between Investors, Deal Teams and portfolio companies. With her team, she embeds ESG in PAI’s investment processes, such as due diligence,… Read full bio

Alison Hampton

Founder, Alma Verde Advisors

Alison is the founder of 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… Read full bio

James Hilburn

Director - Financial Services, Carbon Intelligence

James Hilburn is a Director at Carbon Intelligence where he leads the firm’s Financial Services sector, partnering with financial services clients to turn sustainability into an area of distinct competitive advantage. Carbon Intelligence has a deep e… Read full bio

Will Jackson-Moore

Global Private Equity, Real Assets, and Sovereign Funds Leader , PwC

Will leads our Global Private Equity, Real Assets and Sovereign Funds team based out of London. This represents all of PwC services to large Global investors and their portfolio companies. He has worked in the deals business for 30 years leading comp… Read full bio

Alan Kao

Global Director, ESG Services, Ramboll

Alan Kao is a Principal at Ramboll and also serves as their Global Director for ESG Services. Alan helps corporate and financial sector clients develop ESG policies, programs, and management systems; identify ESG risks and opportunities during due di… Read full bio

Ana Lei Ortiz

Managing Director, 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

James Magor

Director - Sustainability, Actis

James joined Actis’ Sustainability team in January 2016, where he works with portfolio companies on environmental, social and governance (ESG) aspects to enhance value and sits on Actis’ Risk Committee. James has over 16 years of experience in respon… Read full bio

Anders Misund

Partner and Head of Nordics, EQT Partners

Anders Misund joined EQT Partners in Oslo in September 2007. Anders is Partner and Head of Nordics. Anders graduated with a M.Sc in Business Administration from the Norwegian School of Economics and Business Administration majoring in finance, with e… 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

Christian Sinding

CEO and Managing Partner, EQT

Christian Sinding joined EQT Partners in 1998 from AEA Investors Inc., a leading U.S.-based private equity firm, and is CEO and Managing Partner. Christian holds a Bachelor of Science (in Commerce) degree from the University of Virginia, which he rec… Read full bio
Megan Starr, The Carlyle Group

Megan Starr

Global Head of Impact, The Carlyle Group

Megan Starr is the Global Head of Impact for The Carlyle Group. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle's cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the firm… 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

Jun Tsusaka

CEO, CIO and Chairman of ESG Committee, NSSK

Jun Tsusaka is a Founding Partner, CEO and CIO of Nippon Sangyo Suishin Kiko Ltd. (NSSK), an investment firm established in 2014 and focused on Japan’s middle market. He is also the Chairperson of the NSSK ESG, Diversity and Inclusion Committee. NSSK… Read full bio

Maaike van der Schoot

Responsible Investment Officer, AlpInvest Partners

Maaike van der Schoot is AlpInvest Partner’s Responsible Investment Officer and oversees the development and implementation of the Responsible Investment policy. She joined AlpInvest Partners in 2002. Prior to her current role, she was an investment… Read full bio

Simon Whistler

Senior Specialist, UNPRI

Simon joined the PRI in June 2018, and leads the organisation’s infrastructure workstream. He works with the infrastructure investor community to support their understanding and implementation of responsible investment within the asset class. This ha… Read full bio

Simon Witney

Senior Consultant, Travers Smith

Simon is a senior consultant at Travers Smith with over 25 years' experience in regulatory, transactional and fund formation disciplines. Having been a prolific writer and regular speaker on company law and corporate governance throughout his career,… Read full bio

Dr Serge Younes

Senior Vice President - Head of Sustainability, Investindustrial

Serge is the Head of Sustainability at Investindustrial, responsible for Sustainability, Responsible Investing and sustainable growth. He leads a team of highly experienced sustainability experts to deliver tangible value and impact in the investment… Read full bio

Sponsorship opportunities

For more information on available sponsorship opportunities please fill in the enquiry form.

holly.j@peimedia.com | +44 (0)20 7566 5444

Download the sponsorship brochure

Pre-Event Resources

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Preliminary agenda

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Sample attendee list

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Sponsorship brochure