Tuesday, 8 October 2019 | Sheraton Grand Park Lane, London
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8:00-9:00 | Registration & Networking
8:00-8:50 | Limited Partners Breakfast (By Invitation Only/Co-Hosted by EMPEA and PRI)
- What should LPs look for in GPs in terms of ESG and impact? How can an LP tell the difference between truly rigorous ESG and/or impact measurement and lip service?
- What attributes are essential in GPs and what are nice-to-haves? What can LPs learn from DFIs in this regard?
8:50-9:00 | Opening Remarks
9:00-9:20 | Keynote Address
Interviewer: Henny Sender, Chief Correspondent, International Finance, Financial Times
9:20-10:00 | PE Leaders Panel: Delivering Against the SDGs AND Generating Above Market Returns — Case Studies on Progress
- Which of the SDGs are considered to be most “investible”? Which are not?
- In lieu of a common SDG reporting framework, how do you measure and describe your contribution to the SDGs to LPs?
- What needs to be done so that asset owners can compare apples to apples?
- Case studies that describe firms’ contributions to the SDGs and explanations of how they are measuring these contributions.
10:00-10:30 | Navigating Impact Measurement – How Can Investors Compete On Impact vs Compete on Impact Measurement
- Amid a sea of guidance on impact measurement yet increasing global consensus, how can investors navigate performance measurement and use this data to inform investment allocation decisions?
- What will be the real effects of alignment with IFC’s Impact Principles? What will be the costs?
- What are the key elements of impact investors should compare across companies or investments?
Neil Gregory, Chief Thought Leadership Officer, International Finance Corporation (IFC)
Karen E. Wilson, Strategic Partnerships, Office of the Secretary General, OECD
10:30-11:00 | How Can A Higher-Risk Investment Approach Unlock Markets to Advance Development Impact?
Eric Jones, Chief of Staff, Overseas Private Investment Corporation (OPIC)
Sean Hinton, Co-Director, Economic Justice Program / CEO, Soros Economic Development Fund, Open Society Foundations
Yasemin Saltuk Lamy, Deputy CIO, Catalyst Strategies, CDC
11:00-11:30 | Does the Fund Structure Fit the Purpose?
- How can investors optimize investment structure for the development outcomes they are seeking to address? What are the alternatives to traditional fund structures and how are these alternatives continuing to evolve?
- Does the 10-year fund life always allow for adequate time to implement and engrain sound governance practices? Should LPs adjust holding period expectations when committing to impact funds? What sort of investment horizon is needed to maximize social and environmental impact?
- What role will direct investments, capital partnerships, and traditional funds play in investors’ sustainable investing plans going forward?
Stephen Lee, Principal, Impact Investing, TIAA
11:30-11:45 | Networking and Refreshment Break
11:45-12:00 | Keynote Address
12:00-12:45 | Panel Discussion: LP panel – How To Assess GPs and Your Own Contribution to the SDGs?
Vikram Raju, Partner and Investment Committee Member, Morgan Stanley Alternative Investment Partners (AIP) and Impact Investing Council Chair, EMPEA
Dr. Rajiv Shah, President, The Rockefeller Foundation
Anna Snider, Head of Due Diligence for the CIO, Merrill Lynch and US Trust
12:45-13:30 | Concurrent Session: Driving Responsible Exits
- How can investors leave robust, lasting businesses behind after exit?
- How can impact investors mitigate “exit risk” and source buyers who intend to protect or grow the impact of a business?
Gloria Nelund, CEO & Founder, TriLinc
Laurie J. Spengler, President & CEO, Enclude
Katrina Ngo, Senior Manager, Strategic Partnerships, Global Impact Investing Network (GIIN)
12:45-13:30 | Concurrent Session: The Opportunities and Challenges of Investing in and Building Sustainable Businesses
Vineet Rai, Founder, The Aavishkaar Group
13:30-14:30 | Networking Lunch
14:30-14:50 | Lightning Talk: Harnessing the Digital Revolution and Financial Innovation To Sustainable Impact
Ismail Ahmed, Founder and Executive Chairman, WorldRemit
Ismail Ahmed is the Founder and Executive Chairman of WorldRemit, a leading digital money transfer company that's pioneering a mobile approach to sending money around the world. Ismail founded the company in 2010. Since then, it has secured over USD375 million in funding, backed by Accel, TCV, and LeapFrog, and has been named the fastest growing technology company in the United Kingdom.
14:50-15:35 | Deep Dive Case Study Workshops
The workshops are small group discussions designed to allow attendees to discuss in detail a particular topic. Held under Chatham House rules 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.
Discussion leaders will then present to the plenary audience a summary report of the topic and main takeaways from each group discussion.
- Roundtable One: Renewable/Alternative Energy and Climate Change (Goal 6, 7 & 13)
- Roundtable Two: Food Production/Agriculture (Goal 2)
Wise Chigudu, Associate Director, SilverStreet Capital
- Roundtable Three: Health care (Goal 3)
Geoffrey Burgess, Corporate Partner, Debevoise & Plimpton LLP
15:35-16:20 | Workshops B
- Roundtable One: Gender Parity and Financial Inclusion (Goal 5)
- Roundtable Two: Education (Goal 4)
- Roundtable Three: Infrastructure (Goal 9)
16:20-16:50 | Plenary Panel Discussion: Creating Sustainable Finance Partnerships: Opportunities, Challenges and Lessons Learned
- What opportunities and challenges exist around blended financing in the health care space, particularly targeting the lower levels of the economic pyramid?
- How are diverse stakeholders addressing the challenges and creating effective solutions to enable successful blended finance impact investments?
- How is growing interest from donors, investors and other actors aligning with the emergence of new technology “force multipliers” (such as mobile networks and AI) to bring efficiencies, reduce transaction costs, and enhance the reach of services, all towards the end of expanding access to health in a sustainable manner?
Claudio Lilienfeld, Senior Director, Government Affairs, Gilead Sciences
Gerhard Pries, CEO and Managing Partner, Sarona Asset Management
Joanne Manrique, President and CEO, the Center for Global Health and Development
16:50-17:05 | Networking and Refreshment Break
17:05-17:15 | Views from the Field: An Update from EMPEA’s ESG Member Community
17:15-17:30 | 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.
17:30-17:50 | Keynote Conversation: Looking Towards 2030: The Future of ESG and Impact Investing
Matt Christensen, Global Head of Responsible Investment, AXA Investment Managers
Elizabeth Littlefield, Senior Counselor, Albright Stonebridge Group
17:50-17:55 | 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.
17:55-18:00 | Chair's Closing Remarks
Upon conclusion of the Summit, we invite all Summit attendees to join EMPEA at its annual London EMPEA Members Reception at No. 4 Hamilton Place.