Agenda



 

Tuesday, 23 October 2018 | Sheraton Grand Park Lane, London
From Mapping to Action: Exploring the SDGs as a Framework for Maximizing Value Creation and Impact 


8:00-9:00 | Registration & Networking



8:00-8:45 | Limited Partners Breakfast (By Invitation Only/Co-Hosted by EMPEA and PRI)

  • Why should LPs care about the SDGs?
  • How can LPs best map their investments to the SDGs? How are LPs holistically measuring impact?
  • What can those LPs newer to impact investing learn from those institutional investors who have focused on the strategy for some time? What have been common pitfalls and the best strategies for avoiding them?
 
9:00-9:10 | Welcome Remarks
  • Robert Petty, Chairman, EMPEA
  • Mark Eckstein, Head, SDG Working Group, EMPEA and Director, Environmental and Social Responsibility (ESR), CDC Group

9:10-9:50 | Keynote Conversation
  • Scott Wu, Partner and Head of Investments, Omidyar Network


9:50-10:25 | Keynote Plenary: The Leaders Panel—How to Most Effectively Incorporate the SDGs into Your Investment Strategy
As private capital fund managers across the globe are increasingly looking to the UN Sustainable Development Goals as a potential framework for thinking through investment decisions and ultimately monitoring and measuring overall impact, a handful of leaders have already begun to adopt such an approach. These industry experts will share their insights on both the opportunities and challenges of aligning with the SDGs and will discuss in detail their strategies for evaluating and ultimately quantifying the impact they are making on the companies and communities in which they invest.
  • Why are the SDGs a useful impact framework for fund managers? What are the challenges with the main tools, techniques and roles that have been adopted to date in measuring impact—and how do the SDGs compare?
  • What are the best approaches to measuring impact? How can private capital firms most effectively align capacity, teams and strategies to the SDGs?
  • To what extent are LPs driving the conversation? How are LPs evaluating the SDGs in their allocation decisions and to what extent, if any, have they changed the approach of fund managers?

Speakers
  • Nick O’Donohoe, Chief Executive Officer, CDC Group plc
  • Felix Olale, Partner and Global Co-Leader for Health Investments, LeapFrog Investments
  • Ray Washburne, Chief Executive Officer, Overseas Private Investment Corporation (OPIC)
 
10:25-11:00 | Keynote Panel Discussion: How Can Smart Capital Drive Sustainable Social and Environmental Change and How to Best Measure Overall Impact  
  • Moderator: Aine Kelly, Consultant, The Impact Management Project, and Director, Impax Environmental Markets plc  


11:00-11:25 | Networking and Refreshment Break


11:25-11:30 | Setting the Stage: IFC's Thirteen Principles of Impact Investing

Presenter: Neil Gregory, Chief Thought Leadership Officer, Economics and Private Sector Development, International Finance Corporation


11:30-12:15 | Panel Discussion: Understanding the Evolution of LP Expectations
 
  • What is driving the need for ESG implementation from the LPs’ point of view? Is it a desire for higher returns or reducing risk?
  • How are LPs assessing and evaluating potential investments?
  • Will demonstrating a return on social value in exits become the norm in the future?

Speakers
  • Cindy Hu, Portfolio Manager, Impact Investments, Prudential
  • Orli Arav, Managing Director, EMFin Advisory
  • David Wilton, Managing Director & CEO, Zheng Partners LLC
  • Hany Assaad, ESG Community Chair, EMPEA and Co-Founder, Chief Portfolio and Risk Officer and Chief Compliance Officer, Avanz Capital


12:15-12:45 | Private Equity’s Role in Delivering the SDGs

EMPEA’s SDG Working Group led the development of this EMPEA report which addresses common challenges investors face when engaging with the SDGs given the breadth of the SDGs, underlying targets and KPIs, both which are set at a national level and may not translate easily to a specific investment. This report also identifies a range of additional challenges that require attention, including attribution of impact, ‘additionality’ and net impact.

This session will illuminate the report findings via a brief report overview and three case study presentations.
SDG Report Overview Presenter: 

  • Mark Eckstein, Head, SDG Working Group, EMPEA and Director, Environmental and Social Responsibility (ESR), CDC Group

Case Study Presenter:
  • Shami Nissan, Head, Responsible Investment, Actis
 

12:45-13:30 | Peer-to-Peer Knowledge Sharing Roundtables

The working roundtables are small group discussions designed to allow attendees to discuss in detail issues specific to their segment of the sustainable investing ecosystem. Held under Chatham House rule to encourage an open dialogue, delegates will be pre-assigned to a discussion group. Delegates will have the opportunity to rank their preferred discussion topics and will also have the opportunity to submit their preferred discussion points as guidance for the facilitator.

 

Roundtable One: Family Offices/Foundations/Endowments
  • Facilitator: Vince Knowles, Manager, Investments & Strategy, Cerniath, LLC
Roundtable Two: Sovereign Wealth and Pension Funds
  • Facilitator: Javier Capapé, PhD, Adjunct Professor IE Business School and Director, IE-Sovereign Wealth Lab
Roundtable Three: General Partners
  • Facilitator: Amanda Feldman, Director, The Impact Management Project & Bridges Impact+

13:30-14:30 | Networking Luncheon


14:30-15:15 | Concurrent Session: Blended Finance Lessons Learned
While blended finance is touted as an innovative way to mobilize commercial investment opportunities through concessionary finance from DFIs, governments and NGOs, it also adds additional complexity and challenges. This panel will discuss lessons learned from both commercial investors and their development-oriented counterparts.
 
  • What has worked well in the past and what has not?
  • What are the continued challenges of blended finance?
  • What should DFIs and other non-profit organizations need to do to attract further commercial investors?
Speakers:
  • David Rossow, Deputy Director, Program-Related Investments, Bill & Melinda Gates Foundation
  • Neil Pierre, Chief, Strategic Engagement and Policy Integration Branch, Financing for Sustainable Development Office, United Nations
  • Jake Cusack, Managing Partner, CrossBoundary
  • Moderator: Patricia Dinneen, Impact Investing Council Chair and Senior Advisor, EMPEA

14:30-15:15 | Concurrent Session: Scaling Impact by Integrating ESG in the Investment Cycle
  • What are key characteristics of a framework to manage ESG risks and opportunities?
  • How can ESG integration improve and enhance the value of an investment?
  • Please identify portfolio company case studies to highlight best practices around ESG integration
Speakers:
  • Oriane Schoonbroodt, Co-Founder & Executive Director, Label R
  • Riaz Currimjee, Founding Partner, Surya Capital

15:15-16:00 | Workshops 

The workshops are small group discussions designed to allow attendees to discuss in detail a particular topic. Held under Chatham House rule to encourage an open debate, delegates will be pre-assigned to a discussion group. Delegates will have the opportunity to rank their preferred discussion topics and will also have the opportunity to submit their preferred discussion points as guidance for the facilitator.
  • Workshop One: Climate/Renewable Energy
  • Workshop Two: Food Production | Facilitator: Gayle Peterson, Associate Fellow, Said Business School, Oxford University and Director, Oxford Impact Investing and Social Finance Programmes
  • Workshop Three: Gender 
  • Workshop Four: Education
  • Workshop Five: Job Quality/Decent Work

16:00-16:15 | Networking and Refreshment Break


16:15-16:45 | Sustainable and Investible Innovate Financing Platforms for Access to Health in Emerging Markets

Speakers:
  • Clifford Samuel, Vice President, Access Operating and Emerging Markets, Gilead Sciences
  • Joanne Manrique, President, Center for Global Health and Diplomacy
  • Onno Schellekens, Chief Executive Officer, CarePay International, & Chairman, Joep Lange Institute
  • Moderator: Geoffrey Burgess, Corporate Partner, Debevoise & Plimpton LLP

16:45-17:00 | EMPEA’s ESG Member Community Working Group Presentations
                               
  • SDGs
  • Corporate Governance
  • Accelerating Gender Parity

17:00-17:30 | Sustainability and Operational Excellence Challenge

The top three finalists from the EMPEA Institute’s Sustainability and Operational Excellence Challenge will present stories of private equity deals that produced an outstanding sustainable impact from an operational, environmental, social and governance perspective.


17:30 | Sustainability and Operational Excellence Audience Voting and Award Presentation

You decide. Audience members will vote on the most compelling case study presented and an award will be presented for the most outstanding and impactful private equity deal.    
 
Judges Panel:
  • Natasha Buckley, Senior Manager, Private Equity Programme, UN Principles for Responsible Investment (PRI)
  • Shawn Cole, John G. McLean Professor of Business Administration, Finance Unit, Harvard Business School
  • Gayle Peterson, Associate Fellow, Said Business School, Oxford University and Director, Oxford Impact Investing and Social Finance Programmes

17:30-17:50 | Closing Keynote Remarks 


17:50-18:00 | Closing Remarks
  • Hany Assaad, ESG Community Chair, EMPEA and Co-Founder, Chief Portfolio and Risk Officer and Chief Compliance Officer, Avanz Capital


18:00-20:00 | EMPEA and AVCA Inaugural Reception
Hosted by EMPEA and AVCA

 

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