April 14th | ONLINE
14:30 – 17:30 BST
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
IN-PERSON COUNCILS
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
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INVESTORS | ASSET MANAGERS | INVESTMENT CONSULTANTS: FREE
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