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Events
GIIN Investors Forum

GIIN Investors Forum in London ... Programme

Burgess COMMENTARY

Peter Burgess

Programme Thursday, October 10, 2013: DAY 1 11:30-12:00 Member Networking Lunch Registration 12:00-13:45 Member Networking Lunch 13:00-13:45 GIIN Investor Forum Registration 13:45-13:50 Welcome from Host 13:50-15:00 The Impact Investing Ecosystem 15:00-15:30 Afternoon Tea 15:30-16:25 Financing Viable Food Systems Getting Started: Entry Points to Impact Investing Recommended for Beginners Navigating the Social Impact Bond Investment Opportunity 16:30-16:50 Keynote: Minister for Civil Society, Nick Hurd MP 16:55-17:50 Developments in Financial Services Delivery: Insights for Investors Overview of Impact Measurement Practices Recommended for Beginners Serving the Underserved in Developed Markets: Opportunities for Impact Scaling Impact Enterprises through Innovative Platforms Organized By Anchor Sponsor The Rockefeller Foundation. 17:50-19:50 Cocktail Reception and Networking 19:50 Departure Friday, October 11, 2013: DAY 2 8:15-8:30 Morning Coffee 8:30-9:30 Market Rate Solutions in Impact Investing 9:35-10:30 Environmental Sustainability and Development: What Works and What’s Next From Grants to Investments: Harnessing New Tools for Impact Recommended for Foundations Overcoming Institutional Barriers to Impact Investment Recommended for Pension Funds 10:30-11:00 Coffee Break 11:00-12:00 Pathways to Global Scale 12:00-12:55 Building In-House Staffing Capacity for Impact Measurement: To Dedicate or Integrate? Legal Aspects of Impact Investing: What We All Should Know The LP/GP Relationship in Impact-Oriented Deals 12:55-14:05 Networking Lunch 14:05-15:00 Building Impact Investments into Institutional Portfolios Recommended for Pension Funds Strking a Balance: Impact Information for the Full Investment Value Chain The Role of Catalytic Capital in Impact Investing Recommended for Foundations 15:00-15:30 Afternoon Tea 15:30-16:30 What's Ahead: A Discussion on G8 Leadership in Impact Investing 16:30-16:35 Closing Words Thursday, October 10, 2013: Day 1 Welcome from Host 13:45 PM Welcome from the Chairman of the City of London Corporation Speaker Mark Boleat, Chairman, Policy and Resources Committee, City of London Corporation The Impact Investing Ecosystem 13:50 PM In 2007, a group of mission-driven investors coined the term “impact investing” to describe their efforts to generate positive social or environmental impact with investments that also produce financial returns. In the years since, impact investing has attracted new interest from diverse investors worldwide. This opening session will define and map the impact investing ecosystem and its evolution in recent years. Panelists will draw on their experience and research to discuss impact investment across asset classes, how these investments are relevant for different types of investors, as well as challenges and opportunities to anticipate in the coming years. Speakers Luther Ragin, Jr, CEO, Global Impact Investing Network (moderator) Annachiara Marcandalli, Managing Director, Cambridge Associates Laurie Spengler, President and CEO, Shorebank International Nick O'Donohoe, CEO, Big Society Capital Frederic Sicre, Managing Director, The Abraaj Group Financing Viable Food Systems 15:30 PM Successful food and agricultural systems provide many opportunities for positive social and environmental outcomes – job creation, access to nutritious food, sustainable land use, and others. This session will explore what is required to make a food and agricultural system viable and how investors can enable stronger models. The panelists, consisting of impact investment managers and banks in Europe, East Africa, the United States, and Latin America will discuss their approaches to building thriving food systems, including details about how they provide financing. The panel will also reflect on the types of financing and financial products needed most in current the market. Speakers Noemi Perez, Vice President of Operation and Chief Operations Officer, Finance Alliance for Sustainable Trade (moderator) Tom Adlam, Managing Partner, PCP Uganda Ltd Michaël de Groot, Sr., Fund Manager, RABO Rural Fund Raul Pomares, Senior Managing Director, Sonen Capital LLC James Vaccaro, Head of Market and Corporate Development, Triodos Bank NV Getting Started: Entry Points to Impact Investing 15:30 PM Recommended for Beginners As impact investing continues to gain traction, many investors – both individual and institutional – are exploring ways to engage with the market. Designed for aspiring or emerging impact investors and advisors who serve them, this session will detail the journeys – including key considerations and lessons learned – of impact investors making their first deal, as well as explore platforms that have been developed to ease investors into this exciting field of practice. Speakers Ingo Weber, European Liaison, Global Impact Investing Network (moderator) Stephen Brenninkmeijer, Principal, Willows Investments Audrey Choi, Managing Director, Morgan Stanley Pradeep Jethi, Co-Founder and CEO, Social Stock Exchange Navigating the Social Impact Bond Investment Opportunity 15:30 PM Since the first social impact bond (SIB) launch in 2010, this innovative financing model has been featured prominently in discussions among impact investors. This session will explore the investor appetite needed to participate in SIBs and the factors that investors should consider most carefully. Investors in SIBs will discuss their experiences managing and underwriting risk in SIBs, and the prominence of social impact measurement in this financing approach. The conversation will also address the types of social impact best suited to SIB financing, the infrastructure needed to scale the SIB model, as well as the expansion of performance-based financing models into new contexts such as Development Impact Bonds (DIBs). Speakers Ted Anderson, Director, MaRS Centre for Impact Investing (moderator) David Hutchison, CEO, Social Finance U.K. Andrea Phillips, Vice President, Goldman Sachs Bank USA James Perry, CEO, Pahnapur Keynote 1 16:30 PM Speaker Minister for Civil Society, Nick Hurd MP Developments in Financial Services Delivery: Insights for Investors 16:55 PM Microfinance has a relatively substantial track record in the impact investing field, and the provision of financial services more broadly has long been a key area of interest for impact investors. In this session, investment managers with deep roots in microfinance will discuss the ways that investible opportunities have changed in the last decade and what investors can learn from new product developments and market shifts in financial services. Speakers Laure Wessemius-Chibrac, Director Investments, Cordaid (moderator) Steven Evers, Managing Director, Triple Jump B.V. Klaus Tischhauser, Co-Founder and CEO, responsAbility Investments AG Vincent Oswald, Co-Founder & CEO, Azure Partners Overview of Impact Measurement Practices 16:55 PM Recommended for Beginners The impact measurement landscape can seem to resemble an alphabet soup of systems, methodologies, and tools. This session will provide an overview of various approaches to impact measurement used by impact investors, and discuss a few of the most prominent resources such as the catalogue of IRIS performance metrics, the Social Return on Investment (SROI) methodology, and B Lab’s Global Impact Investing Rating System (GIIRS) and data analytics platform. Speakers Joe Ludlow, Director, Impact Investment, Nesta (moderator) Sarah Gelfand, Director, IRIS and ImpactBase, Global Impact Investing Network Jeremy Nicholls, CEO, Social Return on Investment Network Bart Houlahan, Co-Founder, B Lab Scaling Impact Enterprises through Innovative Platforms 16:55 PM Impact or “social” enterprises – enterprises that intentionally seek to grow to sustain financial viability, realize increasing social impact, and influence the broader system in which they operate – are a promising, sustainable means of addressing social issues and wider challenges affecting the poor and/or vulnerable. It was this belief in the potential for enterprises to achieve both financial and social return that influenced the Rockefeller Foundation’s effort to support the growth of impact investing. While the Impact Investing effort has been successful and total impact capital has grown substantially, impact investors observe there are too few investable impact enterprises in the world, and fewer still that have achieved meaningful scale. The Rockefeller Foundation has recently issued an RFP to identify, examine, and validate acceleration solutions for helping impact enterprises achieve scale in ways that are innovative, unique, and go beyond the classic practices commonly in place. During this session, the Rockefeller Foundation, along with its Strategic Learning Partner, Monitor Deloitte, will present findings-to-date on priority barriers to scale for impact enterprises as well as on leading and innovative acceleration platforms currently operating within the space. As part of the session, the Rockefeller Foundation will also provide a brief introduction to its Innovative Finance portfolio, and explain how the Impact Enterprise endeavor fits within the broader narrative of its Impact Investing work. Please join us for an interactive discussion to share your thoughts on what it takes to accelerate the success of impact enterprises and what’s new in the world of impact accelerators worldwide. Serving the Underserved in Developed Markets: Opportunities for Impact Investors 16:55 PM Impact investors are playing an important role financing solutions that address the needs of underserved people and communities in developed markets by investing in affordable housing, healthcare, education and social services, small business development, skills training, and jobs creation. This session will explore the different investment activities and approaches of impact investors active in the UK and US, and will highlight key learnings, evolving trends, and emerging opportunities. Speakers Antony Bugg-Levine, CEO, Nonprofit Finance Fund (moderator) Caroline Forster, Director of Investments, The SIB Group and Deputy CEO, Adventure Capital Fund Michele Giddens, Partner and Co-Founder, Bridges Ventures Debra Schwartz, Director, Program-Related Investments, John D. and Catherine T. MacArthur Foundation Friday, October 11, 2013: Day 2 Market Rate Solutions in Impact Investing 08:30 AM Impact investors come to the market with diverse interests, including varied appetites for a wide range of financial returns. This session will explore the market-rate side of the impact investment returns spectrum, including discussions of investor perceptions and investment opportunities across asset classes. Panelists will answer common questions including how institutional investors with financial obligations are approaching impact investment, and how managers can attract institutional investors to impact-oriented products. Speakers Luther Ragin, Jr, CEO, Global Impact Investing Network (moderator) Matt Christensen, Global Head of Responsible Investment, AXA Investment Managers Paulus Ingram, Senior Portfolio Manager, Opportunity Fund and Hedge Funds, APG Asset Management Tony Marsh, Chair, Investment Committee, Green Investment Bank plc David F Sand, Chief Investment Strategist, Community Capital Management, Inc. Environmental Sustainability and Development: What Works and What’s Next 09:35 AM Through short presentations followed by a moderated discussion, this session will showcase different strategies that impact investors are pursuing to finance sustainable environmental solutions that are central to social and/or economic development. Attendees will learn about innovative business models, types of impact that can be achieved, and the challenges and market trends in specific areas of investment focus. Speakers Kelly Clark, Director, Tellus Mater Foundation (moderator) Jonathan F.P. Rose, President, Jonathan Rose Companies Yvonne Bakkum, Director, Investment Management, FMO Charlotte Kaiser, Director, Innovative Finance, The Nature Conservancy From Grants to Investments: Harnessing New Tools for Impact 09:35 AM Recommended for Foundations How does impact investing fit into the mandate of traditional grant-making organizations, and what role(s) can foundations play in the impact investing market? This conversation will make the case for charities and foundations to think creatively and leverage additional tools to achieve impact. Audience members will learn about different ways foundations can play an important role in the impact investment market, from developing deal pipeline and providing risk capital, to building needed infrastructure for this space. Speakers Danyal Sattar, Social Investment Manager, Esmée Fairbairn Foundation (moderator) Peter Berliner, Managing Director, Mission Investors Exchange Chris West, Director, Shell Foundation Paula Goldman, Senior Director, Knowledge & Advocacy, Omidyar Network Tim Wilson, Principal Grants Officer, City Bridge Trust Overcoming Institutional Barriers to Impact Investment 09:35 AM Recommended for Pension Funds Institutional investors, including pension funds, approach the impact investing market with specific requirements and constraints. This session, developed in partnership with the Principles for Responsible Investment, will discuss real and perceived barriers for institutional investors looking to make impact investments. Drawing on their own experience, panelists will share their views on how to overcome common challenges and where they see future opportunities. Speakers James Gifford, Executive Director, The Principles for Responsible Investment Initiative (moderator) Ivo Knoepfel, Founder and Managing Director, onValues Alan MacDougall, Founder and Managing Director, PIRC Limited Amy O'Brien, Managing Director and Head of Global Social & Community Investing, TIAA-CREF Financial Services Brian Bailey, Non-Executive Director, Social Finance Limited and PIRC Limited Pathways to Global Scale 11:00 AM In a survey published this year by the GIIN and J.P. Morgan, the majority of impact investors indicated that the impact investment market is “in its infancy but growing.” There are a variety of strategies to reach the market’s potential, and the approaches vary by geography, sector, institution type, and source of capital. In this session, diverse leading impact investors share their vision for how the market can achieve scale and discuss their growth strategies. Speakers Marilou van Golstein Brouwers, Managing Director, Triodos Investment Management Alicia Glen, Managing Director and Head of the Urban Investment Group, Goldman Sachs Jean-Michel Severino, CEO, Investisseurs & Partenaires Nick O'Donohoe, CEO, Big Society Capital Building In-House Staffing Capacity for Impact Measurement: To Dedicate or Integrate? 12:00 PM This dynamic panel will explore different approaches to implementing an impact measurement program within an organization. The discussion will focus on impact measurement staffing models for fund managers, with examples ranging from dedicated staff teams to an integration of impact measurement responsibilities within traditional staff roles. Panelists will share what works and why, lessons learned along the way, and debate how fund managers should consider staffing impact measurement activities as impact investing practices mature. The audience should come prepared to offer their own perspectives. Speakers Gabi Blumberg, Social Impact Manager, Investing for Good CIC Ltd (moderator) Clara Barby, Head of Impact, Bridges Ventures Kasim Zafar, CFA, Senior Investment Analyst, Truestone Impact Investment Management Limited Chloé Tuot, Investment Officer, PhiTrust Partenaires Legal Aspects of Impact Investing: What We All Should Know 12:00 PM Impact investors and their investees are subject to traditional investment regulation, but also to emerging questions specific to impact funds or social enterprises. Drawing on their experience, this panel of legal experts will explain in everyday language the key risks and regulations affecting impact investing in aspects ranging from investor obligations to investee governance and transaction questions. Speakers Luke Fletcher, Partner, Bates Wells Braithwaite (moderator) James Barabas, Partner, Gibson, Dunn & Crutcher LLP Anne Contreras, Of Counsel, Arendt & Medernach Matthew Kasdin, General Counsel, Impact Investment Exchange (Asia) The LP/GP Relationship in Impact-Oriented Deals 12:00 PM How does the addition of social and environmental considerations affect the relationship between Limited Partners (LPs) and General Partners (GPs) in impact investing? In this session, panelists will explore how investing in an impact investment fund is different from traditional fund investment, with a particular focus on those making investments in emerging markets. Speakers will discuss the unique demands on LPs and GPs in the impact investing field, what is and isn't working today, and best practices for forming successful partnerships. Speakers Geetha Tharmaratnam, Director, The Abraaj Group (moderator) Mario Marconi, Managing Director, Head of Family Services, UBS Vishal Mehta, Co-Founder and Partner, Lok Capital Peter Tropper, Chief Funds Specialist, International Finance Corporation Building Impact Investments into Institutional Portfolios 14:05 PM Recommended for Pension Funds Institutional investors, including pension funds, are often deeply rooted in traditional portfolio allocation models. This session, developed in partnership with the Principles for Responsible Investment, will reveal institutional investors’ different approaches to integrating impact investment into their portfolios. The panelists will walk through practical examples of impact investments, discussing the role impact investments can play in an institutional or pension fund portfolio, asset allocation strategies, and internal resourcing questions. Speakers Heidi Finskas, Advisor Responsible Investments, Kommunal Landspensjonskasse Harry Hummels, European Liaison, Global Impact Investing Network Wouter Koelewijn, Corporate Strategy & Innovations Manager, PGGM Harald Walkate, Head of Responsible Investing, Aegon Asset Management Striking a Balance: Impact Information for the Full Investment Value Chain 14:05 PM As impact measurement becomes standard practice in impact investing, investors and investees are seeking practical ways to find the right balance of performance data that both satisfies the needs of investors and provides valuable business insight to investees, while avoiding over-burdensome reporting requirements. This panel offers a unique look at the impact information shared between two investor-investee duos. It examines common and conflicting interests along the full value chain and how each pair has approached balancing impact information needs with the fundamental goals of their respective organizations. Panelists will candidly share what has worked and what hasn’t as they continually seek to align interests in the impact information value chain. Speaker Jenny Everett, Associate Director, Aspen Network of Development Entrepreneurs (moderator) Ximena Escobar de Nogales, Head of Social Performance Management, Bamboo Finance T. Patrick Walsh, CTO, Greenlight Planet Sarah Forster, Director of Development, Big Issue Invest The Role of Catalytic Capital in Impact Investing 14:05 PM Recommended for Foundations. In the nascent but growing impact investment market, investment opportunities with strong potential to generate significant social or environmental good are sometimes perceived as financially risky. Credit enhancement, also known as catalytic capital, can encourage the flow of more traditional investment capital to these opportunities by improving risk-return profiles. Impact investors, such as foundations, with the ability and appetite to draw more capital to a project by providing credit enhancement, are well positioned to test perceptions of risk and enable innovative solutions. This discussion will address questions including: What investment situations are most appropriate for catalytic capital? How should such transactions be structured? How can investors mitigate against potential downsides? Speakers David Carrington, Independent Consultant (moderator) Rahul Desai, Principal Specialist/Operations Coordinator, Opportunities for the Majority, Inter-American Development Bank Lisa Hall, President and CEO, Calvert Social Investment Foundation Yasemin Saltuk, Director of Research, Social Finance, J.P. Morgan Christopher Lee, Head, Strategic Transactions Group, DCA, USAID What’s Ahead: A Discussion on G8 Leadership in Impact Investing 15:30 PM In June of this year, the UK government convened the G8 Social Impact Investment Forum as a pillar of its G8 presidency. An international taskforce has been formed to build on the momentum of that forum and support the market’s growth. In this session, the Chair of that taskforce shares the vision and priorities for the initiative and leads a discussion on how the impact investment community can support its success. Speaker Sir Ronald Cohen, Chairman of the G8 Social Impact Investment Taskforce, Big Society Capital, and the Portland Trust Closing Words 16:30 PM Speaker Antony Bugg-Levine, CEO, Nonprofit Finance Fund

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