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Investment and Asset Management, Finance, Innovation

FT Investing for Good Europe

Innovative Finance as a Force for Global Change

London |
Speakers include:
Kelly McCarthy

Kelly McCarthy

Global Impact Investing Network

Jim Sorenson

Jim Sorenson

Sorenson Impact Foundation

Adam Wolfensohn

Adam Wolfensohn

Encourage Capital

Overview

The idea that capital markets could help solve global problems such as poverty and climate change is acquiring a new urgency as government budgets tighten and nations around the world start to focus on narrow national interests. For those working on social and environmental challenges, private sector financing and impact investing could therefore provide a critical part of the capital needed to develop solutions. At the same time, appetite is growing among donors and investors to use both their investment funds and their skills to address challenges ranging from climate change to lack of access to healthcare and education, while also generating a financial return.

FT Investing for Good Europe will address these and other questions as we discuss how innovative finance could transform the global development landscape and offer solutions to some of the world’s toughest social and environmental challenges.

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fallback Add to my Calendar 09/13/2017 08:15:0009/13/2017 18:00:00trueFT Investing for Good EuropeThe idea that capital markets could help solve global problems such as poverty and climate change is acquiring a new urgency as government budgets tighten and nations around the world start to focus on narrow national interests. For those working on social and environmental challenges, private sector financing and impact investing could therefore provide a critical part of the capital needed to develop solutions. At the same time, appetite is growing among donors and investors to use both their investment funds and their skills to address challenges ranging from climate change to lack of access to healthcare and education, while also generating a financial return.FT Investing for Good Europe will address these and other questions as we discuss how innovative finance could transform the global development landscape and offer solutions to some of the world’s toughest social and environmental challenges.FT-Investing-for-Good-Europea06cd29c2f726d30edde354076670fc4MM/DD/YYYY

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FT Investing for Good USA 2016

To view videos and photographs from our event last year (2016) - please click here

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Hear from past attendees:

"Great conversations. The experience of the impact investors on the panels was highly relevant to trends in development finance today." - Nena Stoiljkovic, VP Blended Finance & Partnerships, IFC

''FT Live is leading the thinking around impact investing and innovation. This is a must attend event for anyone in the field to learn on latest developments or new entrants wishing to network with global experts." - Ron Margalit, Principal, Impact Investments, Lumos Global

"Excellent program! FT's access to the top minds and most experienced professionals is extraordinary. A great benefit to me." Marguerite Griffin, National Director, Philanthropy Advisory Services, Northern Trust

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Speakers (16)

Kelly McCarthy

Kelly McCarthy

Director
Global Impact Investing Network

Kelly McCarthy is a Director at the Global Impact Investing Network (the GIIN), where she leads on impact measurement and management, including the IRIS standards. In this role, she engages strategic partners, standards-setting bodies and investors to define what it means to invest for impact. She leads the GIIN’s work with investors to promote and implement impact considerations in day-to-day investment management.

Before joining the GIIN, Ms McCarthy was the Global Impact Officer for New Ventures at the World Resources Institute, where she worked to build a ground-up impact measurement programme for New Ventures global operations. Before New Ventures, Kelly worked for the consultancy SustainAbility, where she focused on accountability within Fortune 500 companies. Specifically, she explored how disclosure of social and environmental performance to shareholders and the public can drive mainstream adoption of sustainable behaviour.

Ms McCarthy chairs and/or serves on several advisory committees for market-building impact measurement and management initiatives, including most recently the World Economic Forum's Dream Team on Accelerating Impact Measurement & Management, and the Organization for Economic Cooperation and Development Transparency & Data Charter. She was also the secretariat to the Impact Measurement Working Group of the Social Impact Investment Taskforce established by the Group of Eight (G8) industrialised nations.

Jim Sorenson

Jim Sorenson

Founder
Sorenson Impact Foundation

James Lee Sorenson is Head of the Sorenson Impact Foundation, whose mission is to fund sustainable, scalable endeavours that maximise positive impact on people, families, communities and local economies.

Over his career, Mr Sorenson has built companies in industries ranging from technology and life sciences to real estate and private equity investment. Combining innovative and worthwhile ideas with talented management teams, he has produced growing new enterprises and has been instrumental in developing several new industry categories, including the digital compression software that helped usher in the online video revolution, through Sorenson Media, and video relay services for people who are deaf and hard of hearing, through Sorenson Communications.

Mr Sorenson has also helped establish programmes and organisations that improve the lives of the poor, build regional business communities and train the next generation of entrepreneurial and investment leaders. In addition to supporting self-sustaining charitable enterprises at the foundation, Mr Sorenson donates time, money and energy to institutions that help low-income people become self-sufficient.

In 2013, Mr Sorenson created the Sorenson Impact Center at the David Eccles School of Business at the University of Utah with a $13m endowment. With 25 staff and more than 50 graduate and undergraduate students from the University of Utah and beyond, the centre helps communities in the US and overseas harness private capital, data and innovation to address complex social and public health problems.

Mr Sorenson has served on a variety of community service boards, including the University of Utah’s Board of Trustees, the David Eccles School of Business Board of Trustees, the University Venture Fund, Art Works for Kids, Gallaudet University’s Board of Trustees, the Utah Sports Commission, the National Alliance on Impact Investing and Village Capital, where he currently serves as Chairman of the Board.

Adam Wolfensohn

Adam Wolfensohn

Co-Managing Partner
Encourage Capital

Adam Wolfensohn is Co-Managing Partner of Encourage Capital, an asset management company formed by the recent merger of Wolfensohn Fund Management and EKO Asset Management. A unique partnership of disciplined investors and creative problem-solvers, the new firm is already working with major asset owners to deploy investment capital to solve problems like global ecosystem decline, climate change, and bringing financial services to the world’s poor. Previously, Mr Wolfensohn was Managing Director at Wolfensohn Fund Management and also managed the Wolfensohn family office cleantech and environmental markets strategies. From 2003 to 2006, he produced the climate change documentary, “Everything’s Cool,” that debuted at the Sundance Film Festival in 2007. From 2002 to 2003, he worked with Conservation International to create a market for carbon credits from avoided deforestation projects. Prior to 2002, Mr Wolfensohn composed music for numerous films, television commercials and theater productions as founder and CEO of Red Ramona, an award-winning music and sound design studio in New York City. He is a Trustee of the Brooklyn Academy of Music, Yad Hanadiv, Rockefeller Philanthropy Advisors and Bang on a Can. He is a member of the investment committee of Rockefeller Brothers Fund and a member of the Council on Foreign Relations. Mr Wolfensohn earned a BA from Princeton University and an MEM from the Yale School of Forestry and Environmental Studies.

Sebastian Carneiro

Sebastian Carneiro

Director, Energy Efficiency
SUSI Partners

Sebastian Carneiro is Director of Energy Efficiency at SUSI Partners, a Swiss investment advisor that specialises in the financing of sustainable energy infrastructure. Mr Carneiro has several years of experience in structuring project finance deals, having arranged more than €500m in project finance loans.

Before joining SUSI, he worked in the Energy & Infrastructure as well as Corporate Development departments of HSH Nordbank. He started his career as a consultant at PricewaterhouseCoopers.

Graduating in industrial engineering and management, Mr Carneiro is a CFA Charterholder. He studied at the University of Applied Sciences Wedel and the Budapest University of Economic Sciences and Public Administration.

Sam Duncan

Sam Duncan

Head of Impact
LeapFrog Investments

Sam Duncan leads Profit with Purpose measurement at LeapFrog, as well as the firm’s work on integrated performance. She oversees Financial, Impact, Innovation and Risk Management (FIIRM), LeapFrog’s proprietary Profit with Purpose measurement framework. Ms Duncan also convenes LeapFrog’s global portfolio performance review, driving integrated Profit and Purpose performance.

Ms Duncan, who has 10 years of experience of working in emerging and developed markets, joined LeapFrog as an early member of the firm’s Southeast Asian deal team. She came to the team with a strong background in transaction, which she acquired from her time at Goldman Sachs (investment banking M&A, healthcare), as well as from roles at EMP (the Central American Mezzanine Infrastructure Fund, now managed by LAP Latin American Partners), the India-based Grassroots Business Fund and TechnoServe, based in Honduras.

Ms Duncan has also held operating roles, first as a Performance Improvement Consultant at PricewaterhouseCoopers, and subsequently as Head of Economic Development (Microcredit) at Supporting Kids in Peru. At SKIP, she ran a microfinance program for 100 small-scale borrowers and created initiatives to open up business opportunities, housing and healthcare to SKIP’s microcredit borrowers.

Ms Duncan holds a BCom from the University of Queensland (Valedictorian) and a master’s in international relations from Johns Hopkins SAIS (Valedictorian).

Christopher Egerton-Warburton

Christopher Egerton-Warburton

Fund Manager, The Global Health Investment Fund and Founding Partner
Lion’s Head Global Partners

Christopher (Edge) Egerton-Warburton is a founding partner of Lion’s Head Global Partners, a London and Nairobi based investment banking firm that specializes in finance for emerging markets, with a focus on sustainable development.  In this capacity Mr Egerton-Warburton serves as the fund manager of the Global Health Investment Fund (“GHIF”), a $108mm investment fund structured by JPMorgan Chase & Co. and the Bill & Melinda Gates Foundation, which received anchor investments from Grand Challenges Canada (funded by the Government of Canada), the German Ministry for Economic Cooperation and Development (acting through KfW) and the Children’s Investment Fund Foundation. The GHIF’s mission is to finance late-stage drugs, vaccines and diagnostics for infectious diseases and maternal health challenges that disproportionately burden populations in the poorest countries of the World. Prior to establishing Lion’s Head, he spent 14 years at Goldman Sachs within the Debt Capital Markets group, where in his last role he was head of the sovereign, supranational and agency team.  Mr Egerton-Warburton has been a participant in the field of innovative financing for health for the past 10 years.  He is a board member of the International Finance Facility for Immunisation, a multilateral development institution - The International Finance Facility for Immunisation – on behalf of the governments of France, Italy, Norway, Spain, South Africa, Sweden and the UK, which has raised over $3bn to fund the immunization programmes of GAVI.  He had served as the lead banker on the establishment of IFFIm whilst at Goldman Sachs. He holds an MA in biochemistry from Oxford University.

Michele Giddens

Michele Giddens

Co-Founder
Bridges Fund Management

Michele Giddens co-founded Bridges Fund Management along with Philip Newborough and Sir Ronald Cohen in 2002. The firm is dedicated to sustainable and impact investment and has raised more than £800m across three types of funds: Sustainable Growth, Property and Social Sector funds.

Ms Giddens has more than 20 years of international development and social finance experience. She was an Investment Officer with the International Finance Corporation, the private sector financing arm of the World Bank Group, in Eastern Europe in the early 1990s. Previously, she spent eight years with Shorebank Corporation, one of the US’s leading community development banks, where she ran small business lending programmes in Russia, Central and Eastern Europe, advised on microfinance in Bangladesh, the Middle East and Mongolia and conducted research into the US community development finance sector. 

Ms Giddens is on the board of CDC Group, a development finance institution owned by the UK government, and Chair of the UK National Advisory Board to the Global Social Impact Investment Steering Group, established by the Group of Eight (G8) Industrialised Nations. She has a BA Honours in politics, philosophy and economics from Oxford University and an MBA from Georgetown University. 

Mahesh Jayakumar

Mahesh Jayakumar

Vice-President and Senior Environmental, Social and Governance Investment Strategist
State Street Global Advisors

Mahesh Jayakumar, is a Vice-President and Senior Environmental, Social and Governance (ESG) Investment Strategist at State Street Global Advisors (SSGA). In his current role, he is responsible for supporting all aspects of sustainable and responsible investing on behalf of the company and its clients, including business and product development.

Prior to taking up his current position, he was a Senior Fixed Income Portfolio Manager in the Global Fixed Income Passive team, where he managed portfolios in sectors such as US Government and Credit, Global Sovereigns, Green Bonds and other client directed mandates. Since joining State Street in 2008, he has been involved with several ESG and sustainability-related activities within the company including membership in the Corporate Responsibility Working Group as well as Environmental Sustainability Committee. He also held roles in State Street Global Markets, where he spent time in the Investor Behavior Research Team (IBRT) working on the development of quantitative equity market indicators.

Mr Jayakumar holds an MBA from the MIT Sloan School of Management, a master’s degree in computer science from Boston University and bachelor’s degree in information systems from Purdue University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and Boston Security Analysts Society. He has also earned the Financial Risk Manager (FRM) designation and is a member of the Global Association of Risk Professionals (GARP).

Jeremy Keele

Jeremy Keele

President and CEO
Sorenson Impact Center, David Eccles School of Business, University of Utah

Jeremy Keele is President and CEO of the Sorenson Impact Center at the University of Utah’s David Eccles School of Business. At the centre, Mr Keele works to develop innovative and data-driven approaches to solving challenging social problems. So far, the centre has facilitated more than $100m in impact investments in social enterprises around the world and is currently advising on evidence-based social interventions (including a variety of social impact bonds) in more than a dozen state and local jurisdictions around the US.

Before joining the University of Utah, Mr Keele was Senior Advisor to Salt Lake County Mayor Ben McAdams from 2013 to 2015. During his time at Salt Lake County, Mr Keele advised the mayor on key policy initiatives, including financing, transportation, homelessness, criminal justice, health, culture and the arts and economic development. From 2006 to 2013, Mr Keele practiced corporate transactional law in New York, London and Los Angeles with the law firms Cleary Gottlieb and Latham & Watkins.

Mr Keele received his Juris Doctor from New York University in 2006, a Master’s degree in public administration from Harvard University’s Kennedy School of Government in 2006 and Bachelor’s degrees in biology and French from Brigham Young University in 2001.

Justine Leigh-Bell

Justine Leigh-Bell

Director of Market Development
Climate Bonds Initiative

Justine Leigh-Bell is Director of Market Development at Climate Bonds Initiative (CBI), an investor focused non-profit working to mobilise debt capital markets for climate change solutions. Her areas of focus include sustainable development in emerging economies, climate change mitigation/adaptation strategies, climate finance, economic valuation and market-based instruments for managing natural resource assets.

In emerging markets, she works with public and private sectors in developing national policy guidelines and investment roadmaps that will enable access to green bond financing. She currently leads CBI’s efforts in Latin America, where market development programmes are underway in Brazil, Mexico and Columbia.

Ms Leigh-Bell has spent much of her career helping business leaders and governments find solutions to climate change and sustainable development challenges. Previously, she led the development of the International Climate Bonds Standard Program, where she worked closely with industry leaders and global experts in establishing a screening tool to help investors to prioritise climate and green bonds. She has provided advisory services for global institutions and governments across Europe, Africa, India, Indonesia and Latin America.

Ms Leigh-Bell has an MSc in Molecular Science from Yale University and an MSc in Environmental Economics and Policy from Imperial College, London.  

Ron    Margalit

Ron Margalit

Principal of Blended Impact Investments
Lumos Global

Ron Margalit is Principal of Blended Impact Investments at Lumos Global, the world’s first distributed utility. A veteran principal investor and entrepreneur working at the intersection of innovation, blended capital and impact, he is focused on social investments in emerging markets.

In addition, Mr Margalit is a partner in Venture Kinetics, a new impact venture capital focused on investing across Sub-Saharan Africa in high-growth technology-based companies that address gaps in the delivery of primary products and services. He also serves on the Board of Advisors of Tel Aviv University Global Grand Challenge Innovation.

His previous roles have included a position as the first appointed economic representative to the Board of the World Bank Group by the Government of Israel. He has been an advisor on innovative financing to Global 500 companies and a mentor to SMEs in East Africa.

Mr Margalit’s work on financing access to energy has received awards and recognitions from organisations including the Financial Times, the World Bank and Secretary of State John Kerry. On his Executive Education programme at Harvard Business School, he focused on strategy in emerging markets. He earned his MBA from Georgetown University and his Bachelor’s degree from the Hebrew University of Jerusalem.

Rob Mills

Rob Mills

Director, International Development Practice
Social Finance

Rob Mills joined Social Finance in October 2016 as a director of its International Development Practice. Mr Mills advises aid agencies, social investors and private enterprises on how development finance can more effectively tackle social challenges. He has particular expertise in energy, infrastructure services and private sector development.

Mr Mills worked for eight years at the World Bank, where he originated and managed a large portfolio of energy investments in southern Africa, as well as advising governments on policy and regulatory reforms. Before joining Social Finance, Mr Mills held a senior role at Ofgem, the UK’s energy regulator, where he led policy work on European energy markets and was responsible for the UK’s cross-border infrastructure investment regime. Previously, he worked on international issues at the Prime Minister’s Strategy Unit in the UK Government, following several years in Brussels at a development finance think-tank.

Mr Mills began his career at Oliver Wyman, a leading strategy consulting firm focusing on banking and financial markets. He has a graduate degree in economics from Columbia University and an undergraduate degree in social anthropology from the University of Oxford. 

Diana Noble

Diana Noble

Former Chief Executive
CDC Group

Diana Noble is the Former Chief Executive of CDC Group, a development finance institution owned by the UK government. With a background in private equity, venture capital and international development, she was a partner at Schroder Ventures (now Permira) for 12 years, Founder and Chief Executive of e-Ventures, a venture capital firm, and Founder and Managing Director of Reed Elsevier Ventures. 

Ms Noble joined CDC after five years with the Clinton Foundation’s Health Access Initiative, where she took a number of roles, including Executive Vice-President of Operations, responsible for 43 countries and five global teams. In this role, she oversaw the scaling up of a global programme to give children the same access to HIV/AIDS care and treatment that is available to adults. She has also been an Advisor to the Supervisory Board of Actis, a leading investor in growth markets in Africa, Asia and Latin America. 

Ms Noble has a first class law degree and completed the Advanced Management Program at Harvard Business School.

Liesbet Peeters

Liesbet Peeters

Founding and Managing Partner
D. Capital Partners

Liesbet Peeters is Founding and Managing Partner of D. Capital Partners, the investment advisory arm of Dalberg, a strategic advisory firm focused on global development. She is an expert in impact investment and finding financial solutions to development challenges and has extensive experience investing in Sub-Saharan Africa and Latin America. Ms Peeters provides transactional and investment advisory services to foundations, private individuals and international organisations on strategic growth and investment management.

Over the past 15 years, Ms Peeters has assisted private foundations, family offices and institutional public-private partnerships in building impact investment portfolios and funding structures in emerging markets. She has led multiple direct investment transactions in Latin America and Africa as well as leading the creation of products such as HUGinsure, a social insurance platform, and development impact bonds, including the Mozambique Malaria Performance Bond and the Cameroon Cataract Performance Bond.

Before joining Dalberg and co-founding D. Capital, she founded Lapiluz Advisory Services, an investment advisory firm based in Belgium and London. She was previously CFO and Investor Relations Manager at Capricorn Venture Partners in Belgium and an Investment Officer with the Grassroots Business Initiative at the International Finance Corporation, the private sector financing arm of the World Bank Group.

Ms Peeters holds an MBA from MIT Sloan School of Management and a Master’s degree in Commercial Engineering from Katholieke Universiteit Leuven, Belgium.

Gayle Peterson

Gayle Peterson

Associate Fellow Saïd Business School
University of Oxford

Gayle Peterson is Associate Fellow at Saïd Business School at the University of Oxford where she directs the Oxford Impact Investing and Social Finance Programmes. In this capacity, she oversees curriculum development and programme design and serves as a faculty member and tutor, teaching social investing.

At Saïd in 2013, Prof Peterson co-founded Women Transforming Leadership, a programme helping women to overcome personal or professional obstacles and build heightened self-awareness as they move through their careers. She speaks and lectures on gender lens investing, women in private equity and social investing.

Prof Peterson is Senior Managing Director of pfc Social Impact Advisors, an international social investing consultancy offering strategic guidance in leadership development, transparency, programme strategy and performance measures. She has managed and assessed more than $15bn in philanthropic and impact investments, advised social investors in more than 45 countries and taught social investing classes in China, Africa, Europe, Russia and North America.

Prof Peterson has also held positions including Programme Director for the Great Lakes Protection Fund, Legislative Director for the Chicago Council on Urban Affairs and Chief of Staff, Commissioner of the Water Reclamation District of Greater Chicago.

She holds a Master’s degree in Social Policy and Law, University of Chicago and Master of Science from HEC-Paris School of Management and Oxford University. Her book, Good, Evil, Wicked: The Art, Science and Business, to be published by Stanford University Press in 2018, focuses on the intersection of successful business and social sector strategies for social change.

Jeremy Rogers

Jeremy Rogers

Chief Investment Officer
Big Society Capital

Jeremy Rogers is Chief Investment Officer at Big Society Capital, a wholesale financial institution that aims to improve people’s lives through investment. Over the past five years, along with co-investors, Big Society Capital has established almost £1bn of impact investment vehicles for charities and social enterprises in the UK. 

Mr Rogers has more than 20 years of experience in the investment and social sectors. His career began as a pit trader on the London Futures Exchange for SG Warburg. He set up and ran JP Morgan’s European High Yield Trading group, turning it into the market leader and becoming JPM’s youngest managing director. He then became a partner at Praxient Capital, a multi-asset investment fund. His social sector roles include positions at the Prince’s Trust, Ashoka, Big Issue Invest and Pilotlight. 

In addition to his roles on Big Society Capital’s Investment Committee and Executive Committee, Mr Rogers sits on Big Issue Invest’s investment committee, the joint investment committee at Access – the Foundation for Social Investment and the Lankelly Chase Foundation’s investment committee. He is also a senior advisor to the Rockefeller Foundation’s Innovative Finance programme.

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Chair and Moderators (2)

Andrew Jack

Andrew Jack

Head of Curated Content
Financial Times

Andrew Jack has worked as a journalist for the Financial Times since 1990. He currently runs the curated content team, which picks the best news and analysis from the FT and the rest of the web. He was previously Deputy Editor of the Analysis section, Pharmaceuticals Correspondent, Moscow Bureau Chief, Paris Correspondent, Financial Correspondent, general reporter and corporate reporter. He is author of the books Inside Putin’s Russia and The French Exception, as well as numerous specialist reports, and has appeared on the BBC and other media outlets.

Sarah Murray

Sarah Murray

Specialist Writer on Sustainable Development
Financial Times

Sarah Murray is a Specialist Writer on Sustainable Development and a Non-fiction author and editor. A former Financial Times journalist and long-time Financial Times contributor, she also writes for Stanford Social Innovation Review as well as for universities and foundations. Her work has appeared in publications including The New York Times, The Wall Street Journal, Forbes, the Economist, The Guardian, and the South China Morning Post. She has edited two books on philanthropy and is author of two non-fiction books, Making an Exit: From the Magnificent to the Macabre, How We Dignify the Dead, and Moveable Feasts: From Ancient Rome to the 21st Century, the Incredible Journeys of the Food We Eat.

Agenda - 13th Sep

  • 8:15am
    Registration and Breakfast
  • 9:00am
    Opening Remarks
  • 9:05am
    Keynote Interview
  • 9:40am
    Panel Discussion: Can Innovative Finance Fill the Gaps?

    With government finances increasingly stretched, questions are being raised as to whether the public sector can, alone, continue to fully support areas such as housing, healthcare and education. Meanwhile, some governments are looking inwards and revisiting their overseas aid commitments. Given these developments, it is becoming clear that global capital markets will play an increasingly important role in finding funds that could contribute to public sector shortfalls. This panel will ask what innovative finance tools – from impact investing to development bonds and new debt instruments – have done so far to increase the capital available for sustainable development. Is the market evolving quickly enough to generate the capital flows needed to solve the world’s biggest problems?

    Rob Mills, Director, International Development Practice, Social Finance
    Gayle Peterson, Associate Fellow, Saïd Business School, University of Oxford
    Jeremy Rogers, Chief Investment Officer, Big Society Capital

  • 10:20am
    Panel Discussion: A Blended Approach

    How could bringing together diverse sources of capital – from impact investors, to development finance institutions and insurers – help develop innovative new business models that offer replicable, scalable solutions to intractable social and environmental problems?

    Christopher Egerton-Warburton, Partner, Lion's Head Global Partners 
    Jeremy Keele, President and CEO, Sorenson Impact Center, David Eccles School of Business, University of Utah
    Liesbet Peeters, Founding and Managing Partner, D. Capital Partners

  • 11:00am
    Networking Break
  • 11:20am
    Investment Dialogue

    This session will pair an investor and the company they have invested in to gain insights into what investors are looking for in an impact investment and what, beyond money, social entrepreneurs need from their investors.

    Jim Sorenson, Founder, Sorenson Impact Foundation

  • 11:50am
    Measuring Impact

    While measuring the social and environmental impact of investments is tough, without measurement systems, innovative financing will not be able to attract mainstream investors. What technologies and measurement systems are being developed to help gain a clear picture of the impact investors’ money is making? What will give mainstream investors the confidence to enter markets based on innovative finance? What tools, metrics, track records and data are available to help investors match social impact opportunities to the risk, return and impact expectations of a portfolio?

    Sam Duncan, Head of Impact, LeapFrog Investments
    Michele Giddens, Partner and Co-Founder, Bridges Ventures
    Kelly McCarthy, Director, Global Impact Investing Network
    Mahesh Jayakumar, Vice-President and Senior Environmental, Social and Governance Investment Strategist, State Street Global Advisors 

  • 12:30pm
    Investment Dialogue
  • 1:00pm
    Lunch
  • 2:00pm
    Breakout Sessions

    Session A: Panel Discussion: Financing Energy Access
    This panel will look at how innovative finance might address electrification in developing countries as a means of driving education, increased income levels, innovation, entrepreneurship and improved health.
    Diana Noble, Former Chief Executive, CDC Group
    Ron Margalit, Principal of Blended Impact Investments, Lumos Global

    Session B: 
    Option 1: From screens to impact, an investment spectrum
    As sustainable investment strategies evolve, asset owners are moving from de-carbonising or screening out companies from their portfolios to actively picking stocks because of their positive impact through ESG (environmental, social and governance) or SRI (socially responsible investing) and investing in private companies whose primary purpose is to create impact. Is impact investing an activity that is separate from other forms of responsible investment or should it be treated as part of a broader total portfolio approach that includes SRI and ESG investing?

    Option 2: Retail investors
    This summer, the Impact Investment Trust listed on the London Stock Exchange, making it one of the first emerging-market impact investment offerings available to individual small investors. While high net worth individuals can invest in impact investment funds, fewer opportunities are available to ordinary investors with fewer resources. How might the impact investment market for retail investors evolve?

    Option 3: Social Impact Bonds
    Following the launch a decade ago of the world’s first social impact bond—designed to reduce recidivism at the UK’s HM Prison Peterborough—these financing mechanisms caught the market’s imagination as a new means of raising private sector capital for social change. Not all social impact bonds (which are not bonds but pay-for-performance contracts) have achieved their goals and their transaction costs are high. However, some see them as important tools, allowing governments and others to think more creatively about financing social change and measuring the results. This panel will assess the potential of social impact bonds as a financing mechanism.

    Option 4: Government and innovative financing
    As governments retrench from providing social services, some have designed incentives to encourage private investors to step in and help fill the funding gap. The UK, for example, created the social investment tax relief (SITR), allowing individuals making an eligible investment in social enterprises to deduct 30 per cent of the cost of the investment from their income tax liability. What can governments do to incentivise investments that create access to private finance for social and environmental enterprises?

  • 2:50pm
    Networking Break
  • 3:10pm
    Keynote interview
  • 3:40pm
    Entrepreneur Showcase

    A question often asked in the impact investing community is “Are there enough investable opportunities” – that is, investment-ready entrepreneurs who have the capacity to solve a social or environmental problem, scale it up and make the kind of returns that will be appealing to investors. This showcase session will introduce four entrepreneurs who fit this description.

  • 4:10pm
    Panel Discussion: Innovative Finance and the Planet

    Some believe markets can play a key role in promoting everything from renewable energy to carbon capture and storage. Whether through green bonds or debt instruments designed to raise commercial institutional capital for environmental conservation, many argue that the funds generated by these mechanisms could unleash billions of dollars to fund measures that protect the planet, from climate change mitigation to forest conservation and biodiversity preservation.

    Justine Leigh-Bell, Director of Market Development, Climate Bonds Initiative
    Adam Wolfensohn, Co-Managing Partner, Encourage Capital
    Sebastian Carneiro, Director, Energy Efficiency, SUSI Partners

  • 4:40pm
    Keynote Interview
  • 5:10pm
    Closing Remarks 

  • 5:20pm
    Cocktail Reception

Why should I attend?

  • Leave the event understanding the potential for private capital to fill the funding gaps in solving the world’s biggest challenges
  • Hear directly from the policymakers, advisors and investment experts who are pursing new opportunities and developing innovative financing mechanisms at the intersection of philanthropy and investment
  • Meet dynamic leaders from foundations, institutional and individual investors, investment professionals and advisors, fund managers, development finance institutions and policymakers.
  • Learn about the latest financing tools that are available to investors who want to achieve social and environmental impact as well as financial returns.
  • Learn about cutting-edge forms of financing that are currently being developed or experimented with to address global challenges
  • Find out how to take the next steps in developing or offering financial products investors who want to use their investment funds to tackle global challenges.
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Who attends?

The FT Investing for Good Europe is an exclusive invitation only event. 

Complimentary places are available to individuals who meet this criteria. If you would like to apply to attend, please complete the short application form*.

  • Private Investors or Private/Public/Corporate Donors (Principal, CEO, Director, Trustee, Board Member)
  • Social entrepreneurs
  • Pension Funds, Endowments, SWFs, Insurance and other Institutional Investors (CIO, CFO, Director of Investments, Head of Responsible Investment)
  • Development Finance Institutions and other Government Agencies Federal, State and Local policymakers and officials interested in scaling social impact solutions using investor capital Wealth Managers (Head of Philanthropic Services, Senior Philanthropic Advisor, CIO, Managing Director, Head of Investments
  • Asset Managers (Director of Responsible Investment, Director of Sustainability, CIO, Head of Investments)
  • SRI or Impact Investment Fund Managers (CEO, CIO, Senior Investment Manager, Portfolio Manager)
  • Single Family Offices (FOX, CEO, CIO)
  • Multi-Family Offices (CEO, CIO, Director of Investment Research)
  • Foundation CIOs
  • RIAs (CEO, CIO, Director of Investment Research, Head of Wealth Advisory)

*Places are strictly limited and subject to approval by the Publisher.

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Platinum Sponsors (3)

Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.
With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 85,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

For further information about Barclays, please visit our website home.barclays

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Additional information may be found at www.citigroup.com | Twitter: @Citi | YouTube: www.youtube.com/citi | Blog: http://blog.citigroup.com | Facebook:www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi.

For nearly four decades, State Street Global Advisors has been committed to helping our clients, and those who rely on them, achieve financial security. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets, our scale and global reach offer clients access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were $2.47 trillion as of December 31, 2016. AUM reflects approximately $30.62 billion (as of December 31, 2016) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; SSGM and State Street Global Advisors are affiliated.

Impact Partner (1)

The Sorenson Impact Foundation (SIF) invests in social enterprises that create and scale sustainable solutions to address societal problems around the world. SIF focuses on investing in ideas that are innovative, disruptive and have the potential to make a large-scale positive impact on underserved populations. Over the last decade, SIF has supported social entrepreneurs and governments across five continents and in a variety of different sectors and social issues. To accomplish his mission of not only investing in but also building the broader impact investing ecosystem, in 2013, James Lee Sorenson, founder of the Sorenson Impact Foundation, endowed the Sorenson Impact Center (SIC) at the David Eccles School of Business within the University of Utah.  The Sorenson Impact Center is a renowned "think-and-do tank" focused on impact investing, impact measurement, data for social good, public-private partnerships, policy innovation and overall field-building. To date, SIC has advised governments, private investors, foundations, nonprofits and entrepreneurs on a variety of different investment and policy initiatives both in the U.S. and abroad.

For more information, please visit www.sorensonimpactfoundation.org and www.sorensonimpactcenter.com.

Supporting Partners (2)

European Venture Philanthropy Association (EVPA) is a lively network of organisations sharing the same vision and a common goal: creating positive societal impact through venture philanthropy and social investment. Its mission is to enable venture philanthropists and social investors to maximize societal impact through increased resources, collaboration and expertise.

Currently EVPA has over 230 members, mainly based in Europe, but also in the United States, Turkey, United Arab Emirates and Asia, showing the sector is rapidly evolving across borders. Its membership covers a full range of venture philanthropy and social investment activities including venture philanthropy funds, social investors, grant-making foundations, impact investing funds, private equity firms, professional service firms, philanthropy advisers, banks and business schools.

Global Water Intelligence publishes newsletters and reports providing analysis and strategic data on the international water market. Its flagship publication, the monthly industry journal Global Water Intelligence (GWI), has established itself as the market- leading publication for developers, suppliers, financiers, governments, utilities and municipalities seeking information and analysis on water projects with an element of private sector participation.

You can sign-up for a free trial of Global Water Intelligence, Water Desalination Report (www.waterdesalreport.com) or DesalData (www.desaldata.com) and read executive summaries of our latest reports.

Venue

etc.venues 155 Bishopsgate
155 Bishopsgate
London EC2M 3YD

United Kingdom


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Accomodation

We look forward to seeing you at FT Investing for Good Europe 2017 on the 12th of September. We have put together a unique HotelMap that shows our hotel deals at nearby hotels. To view click here. 

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CONTACT US

Chandni Saberwal
Media Partner & Press Inquiries
Financial Times
Sarah Murray
Specialist Writer on Sustainable Development
Financial Times
Laurence James
Sponsorship Opportunities
Financial Times
Funmbi Adenubi
Delegate Booking and Registration Enquiries
Financial Times