April 14th | ONLINE

14:30 – 17:30 BST

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Hours
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PROGRESSING IMPACT & ESG IN CORPORATE PRIVATE DEBT

IE’s Direct Lending Sustainability Summit is designed to help investors interested in corporate private debt strategies understand best practice for the selection and management of investments.

This interactive half-day virtual event aims to empower family office, pension, insurance, DFI and foundation investors to commit capital at the financial returns required, with the greatest possible benefit towards achieving the Sustainable Development Goals. 

We invite you to join us to find out how investors are continuing to do well, whilst doing good.

This event is part of the IE’s Private Debt Sustainability Series.

  • Hear from private debt's thought-leading managers and investors
  • Receive cutting-edge insight into asset class performance and expectations
  • Participate in the discussions through live Q&A, polls and roundtables
  • Connect and network with speakers and attendees

Supporting Organisations

Alternative Investment Managers Association

European Leveraged Finance Association

GRESB The Global ESG Benchmark for Real Assets

The Sustainable Times

Triple Bottom Line Investing Group

VIRTUAL SUMMIT FEATURES: 

 

Our virtual summits offer the opportunity for inspiration,  connection and interaction. Providing investors a platform for learning and fund allocation primary research.  

  • Multi-session online events
  • Managed audience for balance
  • Connect with other attendees​
  • Participate in round-table discussions
  • Real-time insight through polls
  • One-to-one video connections

thought leading Speakers including

MARISa DREW

Chief Sustainability Officer, Global Head Sustainability Strategy, Advisory and Finance

Credit Suisse

Bertrand Badre

Chief Executive Officer

Blue like an Orange Sustainable Capital

Former Managing Director

World Bank

Jamie Broderick

Board Member

Impact Investing Institute

Sabrina fox

CHIEF EXECUTIVE OFFICER

EUROPEAN LEVERAGED FINANCE ASSOCIATION

Coralie De Maesschalck

Head of Portfolio

Kartesia

Trevor Castledine,

Senior Director, Private Markets 
bfinance

Carina Spitzkopf

Director, Private Debt & CLOs

 Hermes Investment Management 

Nicholas Smith

Director
 Alternative Credit Council, AIMA 

Tim Radjy

Founder and Managing Partner

alphamundi 

IAN MILTON

MANAGING PARTNER

MERCIA CAPITAL PARTNERS

Nadia Nikolova

Director, Alternative Investments 
 Allianz Global Investors

NIcole Kenny

 ESG & SUSTAINABILITY

Partners Group

Alexander Robins

DIRECTOR

J. Stern & Co Family OFFICE

Matthias Kirchgässner

Managing partner

PLEXUS 

DESIGNED TO Accelerate Allocation to the global goals

  • Highlighting the existing product spectrum focusing on market-rate private debt funds
  • Open asset owner discussions on product gaps and how they can be filled
  • Exploration on how regulation is evolving and what further support may be required
  • Connecting positive actors

DIRECT LENDING SUSTAINBILITY SUMMIT
14TH April | ONLINE

AGENDA

14:20 

Introduction to the Summit and virtual platform

14:30

Keynote | THE GROWING USE OF THE GLOBAL GOALS
AND THEIR POTENTIAL TO CATALYSE TRANSFORMATIVE
CHANGE ACROSS PRIVATE MARKETS

Bertrand Badre, CEO Blue like an Orange, Author of Can Finance save the world? & Former Managing Director of the World Bank

 

 

15:00

Session | Post investment: how do managers actively measure and encourage impact-positive behaviour in investees?

  • Defining metrics; how can managers and investors ensure engagement is welcomed
  • What access to information can limited partners expect, or should demand?
  • Loan covenants on ESG performance; a framework for the future or a burden for investees?
  • Technology, tools, and their effectiveness: are there gaps for future development

Panel participants:   

Coralie De Maesschalck, Head of Portfolio, Kartesia

Carina Spitzkopf,  Director, Private Debt & CLO, Federated Hermes

Nicole Kenny, ESG & Sustainability, Partners Group

Panel Lead:

Sabrina Fox, Chief Executive Officer, European Leveraged Finance Association 

15:40

Keynote interview | Increasing impact from UK pension fund private debt allocations

  • The role of pensions play in impact investing & how the institute is helping trustees and fiduciaries
  • How Local Government Pension Schemes’ appetites are evolving and what managers should consider when structuring products
  • The developing market for place-based investing  

 

Jamie Broderick, Director of the Impact Investing Institute

Interviewed by:

Ian Milton, Managing Partner, Mercia Capital Partners

16:10

Session | Building back better: how ESG and impact is developing in alternatives and the desires of investors

  • How the Sustainable Development Goals can be utilised to map and allocate to direct lending strategies
  • Private debt’s role in a sustainable recovery from Covid-19
  • How investment portfolio’s sustainability metrics have fared during the pandemic
  • How LPs can encourage ongoing sustainability alignment from investment managers and their portfolios
  • What leverage do debt managers have to encourage positive behaviours?

Panel Participants:

Alexander Robins, Director, Stern & Co

Tim Radjy, Founder and Managing Partner, alphamundi

Nadia Nikolova, Director – Alternative Investments, Allianz Global Investors 

Moderated by:

Nicholas Smith, Director, Alternative Credit Council 

15:00

SDG deep dive | SDG 4, 5 & 10: Gender-lens investment products and increasing access to education

17:00

Keynote interview | The need for Social movement: developing private debt industry traction on the ‘S’ in ESG

  • Are institutional investors are utilising the SDGs to map portfolios: how is sophistication when it comes to social factors changing?
  • How is Credit Suisse’s product suite and allocations developing in alternatives?
  • What potential ongoing economic disruption from COVID-19, considerations investors should be taking with regarding to sustainability?
  • How will the Biden administration’s new policies influence sustainable investment for the next four year and beyond?

 

Marisa Drew, Chief Sustainability Officer & Global Head Sustainability Strategy, Advisory and Finance, Credit Suisse  

Trevor Castledine, Senior Director, Private Markets 
bfinance

17:30

End of Session

Agenda subject to finalisation

Supporting Sponsors

Mercia Capital Partners

A part of:

VIRTUAL SUMMITS

Direct Lending Sustainability Summit
Real Estate Debt Sustainability Summit
Infrastructure Debt Sustainability Summit
Wednesday, 14th APRIL
Wednesday, 16th JUNE
Wednesday, 21st JULY

IN-PERSON COUNCILS 

Direct Lending Sustainability Leaders Council
Real Estate Debt Sustainability Leaders Council
Infrastructure Debt Sustainability Leaders Council

In-Person Councils are subject to final confirmation.

Part 2 | REAL ESTATE| 12th MAY

15:00

Welcome Day 2 & platform information

15:10

Panel | How can investors differentiate between intentionality and surface-deep sustainability engagement during fund selection processes, and does it matter?

  • How are appetites evolving for SDG focused funds and mandates?
  • What questions should investors be asking of potential managers?
  • What constitutes greenwashing or impact-washing?
  • Does a light-touch ESG process mean better returns for investors?
  • Examples of integrating sustainability in loan documentation, diligence, covenant stipulations

 

16:10

SDG deep dive | SDG 4, 5 & 10: Gender-lens investment products and increasing access to education

16:30

Regulatory Focus | TCFD and its impacts on European managers, investors, and portfolio businesses

  • How does the Task Force on Climate-related Financial Disclosures affect fund investors?
  • How to distinguish between “dark green”, “light green” and other products
  • Is TCFD compliance a hinderance to managers, or does it not go far enough?

17:00

Panel | Sustainability in real estate debt

  • How has the pandemic affected real estate debt investment strategies?
  • How managers are responding to net-zero targets
  • How are institutional investor portfolios being realigned in response to the past year of disruption?
  • Is a homogeneous measurement framework possible for asset owners?

17:30

Interactive | Speaker Question and Answer Session & Participant Roundtables

Open discussion time, set up your own conversations on topics arising from the initial sessions, invite fellow attendees for one-to-one chats, or just catch up with groups of peers | Wine or beer optional!

18:00

End of Day 1

Agenda subject to finalisation

Part 3 | INFRASTRUCTURE | 12th MAY

15:00

Introduction to the Forum and virtual platform

15:10

Keynote | The growing awareness of the Global Goals and their potential to catalyse transformative change across the investment industry 

16:00

Panel Session | Post investment: how do managers actively measure and encourage impact-positive behaviour in investees?

  • Defining metrics; how can managers and investors ensure engagement is welcomed
  • What access to information can limited partners expect, or should demand?
  • Loan covenants on ESG performance; a framework for the future or a burden for investees?
  • Technology, tools, and their effectiveness: are there gaps for future development?

16:50

Keynote interview | The need for Social movement: developing private debt industry traction on the ‘S’ in ESG 

17:10

Political Focus | How the Biden administration’s new climate leadership is set to influence alternatives

17:30

Interactive | Speaker Question and Answer Session & Participant Roundtables

Open discussion time, set up your own conversations on topics arising from the initial sessions, invite fellow attendees for one-to-one chats, or just catch up with groups of peers | Wine or beer optional!

18:00

End of Day 1

Agenda subject to finalisation

Register Now

Passes are limited to ensure all attendees benefit from the system features and opportunity of interactivity. Register now to avoid disappointment. Registration is taken by the event platform, Hopin.

INVESTORS | ASSET MANAGERS | INVESTMENT CONSULTANTS: FREE

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