Mobilising private capital for a more sustainable future

The Impact Investor Forum will be taking place virtually for the first time in May and will mobilise private market institutions to engage with the growing momentum in impact investments and allocations.

Hear from industry leaders creating scalable, positive change and explore how you can implement impact principles and methodologies into your portfolio to create greater value.

Join over 300 attendees from specialist impact fund managers, general asset managers and institutional investors for two days of networking at the must-attend event for impact investment professionals.

Connect with peers and build relationships through pre-event interactive workshops, small breakouts, forum discussions and private messaging. Exchange best practices in delivering impact performance and discuss how to overcome the unique challenges to investment models in private equity, real estate, infrastructure and private debt.

What can you expect at the Impact Investor Forum?

1

Get your data strategy right

Data is central to impact performance. Learn what measurement frameworks leading funds are using to guide their investor reporting and KPIs for portfolio companies.

2

Scale impact

Hear first-hand insight on how fund managers are formulating their strategy to deliver scaled impact and what this means in practice for staffing, opportunity selection, due diligence and more.

3

Investor insights

Get a view across the investor spectrum, from mission-driven endowments, pension funds, insurance and sovereign wealth. Understand what matters most to them and how to align with their risk, return and impact expectations.

Previous impact event attendees

Allianz Global Investors
Alpha Leonis Partners
AQAL Group
Arnow Family Fund
Australian Impact Investments
Big Society Capital
Bill & Melinda Gates Foundation
Blue Haven Initiative
Charities Aid Foundation
Catholic Relief Services
Ceniarth
Christian Super
Dana Philanthropy
Esmee Fairbairn Foundation
European Investment Fund
FHI360
Fondaction
Fundación Hazloposible
High Impact Capital Advisors
International Finance Corporation
Khaya Holding Company
KL Felicitas Foundation
LJ Partnership
Lyco Business Solutions
Macarthur Foundation
Medical Credit Fund
Mobilize Invest - Groupe Renault
Multi-Ventures
Musangu Foundation
National Australia Bank
Omidyar
Prudential Financial
RBC
RippleWorks
Rockefeller Foundation
Rockefeller Philanthropy Advisors
RS Group
Shell Foundation
Sitra
Small Foundation
Sunfunder
Telos Impact
The Artha Initiative
The Sarafina Group
Treehouse Investments
Tsai Foundation
ValleyRoad Capital
Wire Group
WPA
Zurich Insurance Group

Created with thought-leaders and impact practitioners

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Achieve more at our immersive virtual experience

Global connections 

Hear from leading institutional investors, managers, and advisors from across the globe without the need to travel. Connect through pre-event interactive workshops, small breakouts, forum discussions and private messaging.

Extended networking

Attendees get access to our event platform 1 month before the event date and for 5 months after. Use advanced filtering to identify the people you want to meet. Reach out, network, and make valuable connections at a time that suits everyone.

On-Demand access

All content will be recorded and available on-demand for 5 months after the event. Log in to the platform to benefit from continual access to the global impact community. Continue conversations with attendees and catch up on any of the content you missed.

Full access to impact investment leaders from the safety of your workspace

Our purpose-built event platform provides you with a number of way to network. Attendees get access to the event platform 1 month before the event date and for 5 months after. Start sending direct messages to attendees ahead of time, as well as continue conversations and make connections after the forum has ended.

The virtual networking experience

1

Search for investor opportunities.

Filter individual profiles and decide who you want to meet based on company type, sector or region.

2

Get maximum visibility.

Send a direct message that goes straight to the recipient’s corporate email as well as their inbox on the platform.

3

Reach out and make new connections.

Attendees have access for 6 months to the impact investor community.

Hear from leading investors and managers

Discover how your peers are responding to the impact of the pandemic and discover investor’s priorities for 2021.

Access 16 hours of interactive content from 100 speakers across the two days. Watch keynote interviews, panel discussions, debates and much more.

With the online platform you can:

  • Create your own daily agenda so you don’t miss a meeting or a key session
  • Take part in the sessions through speaker Q&A and live polling
  • Watch any sessions you missed at a later date. All sessions will be available on-demand for 5 months

Explore the sponsor exhibition

Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns.

Through the platform you can:

  • Visit the virtual exhibition booth to discover the range of solutions available to help you better serve your customers
  • Interact with the exhibitors you can request more information with the click of a button or arrange a meeting to discuss the products and services in more detail

Our leading advisory board in 2021

Stéphanie Émond
Chief Impact Officer
FinDev Canada

Michele Giddens
Partner, Co-CEO
Bridges Fund Management

Neil Gregory
Chief Thought Leadership Officer
IFC

Adam Heltzer
Managing Director, Head of ESG
Ares Management

Fredrik Henzler
Partner – Head of the Industry Value Creation
Partners Group

Maurice Klaver
Senior Investment Manager Private Equity
PGGM Investments

Stéphanie Lachance
Vice President, Responsible Investment
PSP Investments

Danai Musandu
Impact Investment Investor Relations Associate
Goodwell Investments

Cristian Norambuena Ureta
Senior Investment Officer, Private Equity
New York City Retirement Systems

Aaron Pinnock
Impact Investment Analyst
Church Commissioners

Olivia Prentice
COO and Head of Content
Impact Management Project

Megan Starr
Global Head of Impact
The Carlyle Group

View the 2021 agenda

All timings are in BST, UK time.

With the online platform you can:

  • Create your own daily agenda so you don’t miss a meeting or a key session
  • Take part in the sessions through speaker Q&A and live polling
  • Watch any sessions you missed at a later date, all sessions will be available on-demand for 5 months

For more information on the agenda, please contact Boris Petrovic at boris.p@peimedia.com or call +44 (0) 20 7566 5444.

Day 1 Day 2 Day 3
View agenda page

Agenda

Day 1 - Monday 24th

Pre-conference workshops
13:00 - 14:15

LP workshop: an investor guide to impact allocation, metrics, and methodologies

14:20 - 14:40

LP-GP virtual speed networking

14:45 - 16:00

GP workshop: starting your first impact fund – the do’s and don’ts

Agenda

Day 2 - Tuesday 25th

Plenary
10:45 - 11:00

Opening remarks

11:00 - 11:30

Keynote: Raising a multi-billion $ impact fund

11:35 - 12:15

LP panel: aligning with investors’ risk, return and impact targets

Get a view across the investor spectrum, from mission-driven endowments, pensions, insurance and sovereign wealth, on what matters most to them when it comes to impact and their perception on the range of impact product offerings currently on the market:

  • How do investors such as pension funds need to adjust their mandates to account for impact performance?
  • What are the risk/return expectations and are return concessions really off the table when looking at impact funds?
  • What data do investors want to see and which frameworks are they using to guide their information demands?
12:20 - 13:00

The route to scaling impact: dedicated funds vs integration with ESG?

  • Learn the different routes that funds have taken to their impact approach and how they believe they will achieve impact
  • Listen to a debate on the role of ESG and impact blending in moving progress forward and what the evolution of these strategies will look like
  • Understand the outlook of fund managers and where they are focusing their time and resources, and how they are staffing their effort
13:00 - 13:45

Lunch

13:30 - 13:45

Virtual speed networking

Plenary
13:45 - 14:15

Keynote: when will the impact LP become the mainstream?

14:20 - 15:00

Impact methodologies: will measurements reach a financial reporting standard and what to do in the meantime?

  • Get an overview of the progress to harmonising impact management and measurement methodologies
  • Learn what frameworks leading impact funds are using to demonstrate impact as well as implement continuous improvement
  • Listen to debate on how data, metrics and methodology will develop in the next 5 years as the sector matures & where is innovation required
15:05 - 16:05

Thematic, specialist impact discussion

During this one-hour period, we give the attendees a range of options of sessions which they can attend. This is your opportunity to get involved in the discussion and networking with professionals working on challenges in a similar context.

The sessions will go into more details on thematic areas that have emerged in impact investing such as:

  • Climate and energy transition
  • Emerging markets
  • Circular economy
  • Gender-lens
16:10 - 16:50

Social impact and gender-lens investing: what are the lessons learnt?

16:50 - 16:50

Close of day one

Agenda

Day 3 - Wednesday 26th

Plenary
11:00 - 11:40

Defining the strategy and intentionality of an impact fund

In this opening panel session, we hear fund managers discuss the how they define the fundamental goals and strategy of their impact efforts. The presentations will give insight on how impact funds approach performance metrics, source opportunities, undertake due diligence and ensure their performance is underpinned by scientific, empirical methods to ensure data is credible.

The session will include investor commentary and the audience will be able to provide feedback through polling on their preferred strategy.

11:45 - 12:25

How to get your impact data strategy right

  • There is a plethora of impact frameworks to use so how do you go about deciding which mix of them you will apply?
  • Is it likely that these methodologies will be harmonised and if not, what should you do to ensure you are still moving forward?
  • How to know which standards are both right for your fund and will resonate with investor needs?
  • What open sources frameworks have fund managers developed and to what extent should you create your own methodologies?
12:25 - 13:30

Lunch

13:00 - 13:30

Virtual speed networking

Plenary
13:35 - 14:15

Reporting outlook: emerging legislation and regulations for impact and ESG disclosure

  • Understand future transparency regulations and how to align with upcoming legislation such as the EU taxonomy
  • Ensure your efforts on reporting are future-proofed for the standards expected by key jurisdictions as well as investors
  • Learn where the key legal risks are when making impact claims and how efforts to stamp-out ‘impact washing’ will evolve
14:20 - 15:00

Creating a credible impact roadmap for investments

  • Considerations when scaling impact vs impact ‘turnaround’ situations – to what extent do you need to take a different approach?
  • How do funds influence portfolio company management to deliver impact performance through incentives and human resource strategy?
  • What qualitative analysis and quantitative metrics should you have in place to facilitate continuous improvements?
  • Value creation plan vs impact creation plan – to what extent to do these need to be integrated?
  • What support do you need to provide for portfolio company management?
15:05 - 16:05

Impact in private asset classes

During this one-hour period, we give the attendees a range of options of sessions which they can attend. This is your opportunity to get involved in the discussion and networking with professionals working on challenges in a similar context.

The sessions will go into more details on case studies and approaches within the four main classes of private market investments:

  • Real Estate
  • Infrastructure
  • Private Equity
  • Private debt
16:10 - 16:40

Portfolio company management panel: is impact a data burden or a financial opportunity?

  • Hear from three CEOs of PE-held portfolio companies discuss their challenges when implementing an ‘impact plan’ mandated by a GP
  • Understand what the main challenges are when trying to balance demands for both impact and financial performance on the ground
  • What are the main headaches in delivering KPI data to a fund manager?
16:40 - 17:00

Closing remarks

17:00 - 17:00

End of conference

Speakers confirmed for 2021

For more information on speaking, please contact Boris Petrovic.

boris.p@peimedia.com | +44 (0) 20 7566 5444.

Nicholas Abel

Nicholas Abel

Investment Officer-Sustainable Investment & Stewardship Strategies, CalSTRS

Nick joined CalSTRS in April 2020 and is an Investment Officer within the Sustainable Investment & Stewardship Strategies division of the California State Teachers’ Retirement System (CalSTRS), the nation’s largest teacher retirement fund. Nick i… Read full bio

Sabine Chalopin

Power and Renewables ESG & Impact Director, Denham Capital

Sabine Chalopin is the ESG Manager to Power Deal Team and is responsible for screening, managing and monitoring investments for environmental and social risks and opportunities. She brings 12 years of power experience to the firm. Prior to joining De… Read full bio
Jeff Cohen

Jeff Cohen

Director of Capital Markets Integration, SASB

Jeff Cohen is the Head of Private Investment Initiatives and Director of Capital Markets Integration at SASB. In his role, Mr. Cohen partners with institutional investors and asset owners, facilitating integration of financially material, industry-sp… Read full bio
Silva Dezelan

Silva Deželan

ESG Director, Stafford Capital Partners

Prior to joining Stafford Silva worked for Robeco where she was responsible for ESG integration and the implementation of ESG engagement across different private equity programs. Before this role Silva oversaw the Responsible Investing Program at Rab… Read full bio
Amala Ejikeme IIF21

Amala Ejikeme

Partner - Investment Funds, Kirkland & Ellis

Amala is a partner in the Investment Funds Group at Kirkland & Ellis International LLP and focuses on advising European and global sponsors on the establishment of private funds pursuing a wide variety of investment strategies (including buyout,… Read full bio
Stephanie Emond IMPACT21

Stéphanie Émond

Chief Impact Officer, FinDev Canada

Stéphanie Émond is VP Operations and Chief Impact Officer at FinDev Canada’s, overseeing the Impact Enablement team responsible for development impact, technical assistance, environmental and social risk management, operations enablement, stakeholder… Read full bio
Philipp Essl

Philipp Essl

Senior Social Impact Director, Big Society Capital

Philipp focuses on social impact measurement and management across Big Society Capital’s investment process and portfolio. He is passionate about using impact strategy and evidence to drive social investment decisions and tackle pressing social chall… Read full bio

Martin Ewald

Lead Portfolio Manager - Impact Investments, Allianz Global Investors

Martin Ewald is a Managing Director in the London office of Allianz Global Investors and heads the Impact Investment team of AllianzGI as Lead Portfolio Manager. The team currently manages the Allianz Impact Investment Fund and AfricaGrow and is acti… Read full bio
Alexadnra Farmer

Alexandra Farmer

Partner - ESG & Impact, Kirkland & Ellis

Alexandra (Alex) Farmer is a partner in Kirkland’s Global Environmental Practice and a leader of the Firm’s ESG & Impact Practice Group. She advises private equity firms, corporations, and project sponsors and lenders on complex strategic and evo… Read full bio

Michele Giddens OBE

Co-CEO, Bridges Fund Management

Michele co-founded Bridges alongside Philip Newborough and Sir Ronald Cohen in 2002. As a partner, she focuses on strategy, investor relations, public affairs and social impact assessment. Michele plays a key role in the growth of the impact investin… Read full bio
Catherine Godschalk

Catherine Godschalk

Vice President Investments, Calvert Impact Capital

Catherine Godschalk manages Calvert Impact Capital’s Investments team and its global portfolio of impact investments aimed at building, scaling, and strengthening intermediaries and structured funds tackling social and/or environmental challenges. Ca… Read full bio

Neil Gregory

Chief Thought Leadership Officer, IFC

Neil Gregory is Chief Thought Leadership Officer of the International Finance Corporation, the private investment arm of the World Bank Group. He has held a range of senior strategy and management roles at IFC, including research, business planning,… Read full bio

Adam Heltzer

Managing Director, Global Head of ESG, Ares Management

Mr. Heltzer is a Managing Director and the Global Head of ESG in the Ares Strategy and Relationship Management Group, where he leads the Firm's environmental, social and governance efforts, in addition to focusing on ESG integration across the invest… Read full bio
Henzler, Fredrik IMPACT21 CROPPED

Fredrik Henzler

Co-Head Goods & Products, Partners Group

Fredrik Henzler is Co-Head Goods and Products vertical, based in Zug. He is a member of the Global Executive Board, the Global Investment Committee and the Private Equity Directs Investment Committee, as well as a member of the Board of Directors of… Read full bio
Marta Hervas

Marta Hervás

Investment Director, Arcano Asset Management

Marta Hervás is an Investment Director at Arcano Asset Management, a leading alternatives asset manager headquartered in Madrid, Spain, with over €7 billion of assets under management and advisory. In addition to leading Arcano's impact private equit… Read full bio
Beth Houghton

Beth Houghton

Partner, Palatine

Beth Houghton is a Partner at Palatine Private Equity and is Head of Palatine’s Impact Fund. Beth joined Palatine in 2007 after gaining an MBA with distinction from Manchester Business School. Beth leads Palatine’s Environmental, Social and Governanc… Read full bio

Jane Hughes

Professor of Practice, Simmons University

Jane Elizabeth Hughes is Professor of Practice at Simmons University School of Business in Boston. She is also a former Director of Social Finance, a pioneer in the impact investing market, and has partnered with the Asian Development Bank (ADB) and… Read full bio

Maurice Klaver

Senior Investment Manager Private Equity, PGGM Investments

Maurice Klaver is Senior Investment Manager within PGGM Private Equity and responsible for sustainable investments in PFZW’s focus themes healthcare, climate, food security and water scarcity. Maurice joined PGGM Private Equity in 2011 and was until… Read full bio
Narina Mnatsakanian

Narina Mnatsakanian

Executive Director - Impact & Sustainable Investment, Kempen Capital Management

Narina is Executive Director Impact and Responsible Investment at Kempen Capital Management. She is heading Kempen’s Sustainability & Impact team and working closely with portfolio managers on ESG integration across asset classes, active ownershi… Read full bio

Shami Nissan

Head of Responsible Investment, Actis

Shami leads Actis’ approach to responsible and impact investment, working closely with investment colleagues and company management to assess and manage ESG issues, helping to build world-class businesses and to deliver societal benefits. Before join… Read full bio

Cristian Norambuena Ureta

Senior Investment Officer, Private Equity, New York City Retirement Systems

Cristian Norambuena serves as a Senior Investment Officer - Private Equity in the Bureau of Asset Management at the NYC Comptroller's Office. He works closely with the Head of Private Equity in pursuing new initiatives, making investments and managin… Read full bio
John Onwuala

John Onwualu

Managing Director, U.S. International Development Finance Corporation

Mr. Onwualu has a decade of experience with specific focus on in investments in technology and emerging markets. As Managing Director, Mr. Onwualu leads the agency’s direct equity investments in companies committed to creating developmental impact. P… Read full bio

Eimear Palmer

Responsible Investing Officer, ICG

Eimear joined in 2018 as ICG’s Responsible Investing Officer and is responsible for further integrating environmental, social and governance (ESG) factors across all fund strategies. She works closely with ICG’s business and investment teams as well… Read full bio

Aaron Pinnock

Impact Investment Analyst, Church Commissioners

Aaron leads on impact investment at the Church Commissioners for England, the £8.7bn endowment fund of the Church of England. Aaron’s responsibilities include identifying impact investment opportunities as well as portfolio impact measurement and man… Read full bio

Olivia Prentice

COO and Head of Content, Impact Management Project

A co-founder of the IMP, Olivia has worked since the project’s inception to facilitate market consensus on sustainability and impact measurement, management and reporting. She focused on leading the development of best practices for investors, such a… Read full bio
Katharine Preston

Katharine Preston

Vice President- Sustainable Investing, OMERS

Katharine Preston joined OMERS in August, 2019 as Vice President, Sustainable Investing. In this role, she assists OMERS with evolving its sustainable investing practices and liaises with OMERS investment, risk and communications teams on matters suc… Read full bio
Fabio Ranghino

Fabio Ranghino

Head of Strategy & Sustainability, Ambienta

Fabio is Head of Strategy and Sustainability at Ambienta and is based in Milan. He has joined Ambienta in 2011 and since then has led the development of Ambienta’s approach to sutainability driven investment across asset classes building internal pro… Read full bio
Johanna Raynal

Johanna Raynal

Director of ESG & Impact, Swedfund

Johanna heads Swedfund’s ESG & Impact operations focusing on themes such as Gender Equality, Climate Change and Environment, Human Rights, Decent Work, and Anti-Corruption. Johanna and her team ensure the assessment and measurement of impact in S… Read full bio
Elizabeth Seeger

Elizabeth Seeger

Managing Director - Sustainable Investing, KKR

Elizabeth Seeger joined KKR in 2009 to help oversee the consideration of environmental, social, and governance (ESG) issues throughout KKR's investment process, including the management of KKR’s ESG-focused value creation programs for its portfolio c… Read full bio
Andrew Siwo

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Andrew Siwo is the Director of Sustainable Investments and Climate Solutions at the New York State Common Retirement Fund. He is charged with providing leadership and oversight of sustainable investment efforts across the Fund’s $250 billion portfoli… 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
Rekha Unnithan

Rekha Unnithan

Managing Director - Co-Head of Impact Investing, Nuveen

Rekha is the Co-Head for Impact Investing. Rekha was an early visionary and established the intentional and leadership impact investing platform for TIAA, and is responsible for determining Nuveen’s impact investment strategy across sectors, asset cl… Read full bio
View all speakers

Sponsorship opportunities

Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns and find ways to improve the service for your customers.

Through the platform you can:

  • Visit the virtual exhibition booth to discover the range of solutions available to help you better serve your customers
  • Interact with the exhibitors you can request more information with the click of a button or arrange a meeting to discuss the products and services in more detail

For more information on available sponsorship opportunities please fill in the enquiry form or contact Christopher Wagland, chris.w@peimedia.com +44 (0) 0207 566 5475.