Deprecated: Optional parameter $content declared before required parameter $post is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-includes/functions.php on line 834

Deprecated: Creation of dynamic property wpdb::$categories is deprecated in /homepages/2/d815001481/htdocs/wp-includes/wp-db.php on line 667

Deprecated: Creation of dynamic property wpdb::$post2cat is deprecated in /homepages/2/d815001481/htdocs/wp-includes/wp-db.php on line 667

Deprecated: Creation of dynamic property wpdb::$link2cat is deprecated in /homepages/2/d815001481/htdocs/wp-includes/wp-db.php on line 667

Deprecated: Return type of WP_Theme::offsetExists($offset) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/class-wp-theme.php on line 554

Deprecated: Return type of WP_Theme::offsetGet($offset) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/class-wp-theme.php on line 595

Deprecated: Return type of WP_Theme::offsetSet($offset, $value) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/class-wp-theme.php on line 533

Deprecated: Return type of WP_Theme::offsetUnset($offset) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/class-wp-theme.php on line 542

Warning: Private methods cannot be final as they are never overridden by other classes in /homepages/2/d815001481/htdocs/wp-includes/class-wp-session-tokens.php on line 69

Deprecated: Using ${var} in strings is deprecated, use {$var} instead in /homepages/2/d815001481/htdocs/wp-includes/comment-template.php on line 1716

Deprecated: Optional parameter $object_id declared before required parameter $taxonomy is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-includes/nav-menu.php on line 1061

Deprecated: Return type of WP_REST_Request::offsetExists($offset) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/rest-api/class-wp-rest-request.php on line 920

Deprecated: Return type of WP_REST_Request::offsetGet($offset) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/rest-api/class-wp-rest-request.php on line 940

Deprecated: Return type of WP_REST_Request::offsetSet($offset, $value) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/rest-api/class-wp-rest-request.php on line 952

Deprecated: Return type of WP_REST_Request::offsetUnset($offset) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-includes/rest-api/class-wp-rest-request.php on line 963

Deprecated: Optional parameter $block_name declared before required parameter $block_content is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-includes/blocks.php on line 191

Deprecated: version_compare(): Passing null to parameter #1 ($version1) of type string is deprecated in /homepages/2/d815001481/htdocs/wp-content/plugins/gravityforms/includes/addon/class-gf-addon.php on line 6026

Deprecated: Return type of GF_Field::offsetExists($offset) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/gravityforms/includes/fields/class-gf-field.php on line 84

Deprecated: Return type of GF_Field::offsetGet($offset) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/gravityforms/includes/fields/class-gf-field.php on line 90

Deprecated: Return type of GF_Field::offsetSet($offset, $data) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/gravityforms/includes/fields/class-gf-field.php on line 99

Deprecated: Return type of GF_Field::offsetUnset($offset) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/gravityforms/includes/fields/class-gf-field.php on line 108

Deprecated: Return type of WPCF7_FormTag::offsetExists($offset) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/contact-form-7/includes/form-tag.php on line 386

Deprecated: Return type of WPCF7_FormTag::offsetGet($offset) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/contact-form-7/includes/form-tag.php on line 378

Deprecated: Return type of WPCF7_FormTag::offsetSet($offset, $value) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/contact-form-7/includes/form-tag.php on line 372

Deprecated: Return type of WPCF7_FormTag::offsetUnset($offset) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/contact-form-7/includes/form-tag.php on line 390

Deprecated: Using ${var} in strings is deprecated, use {$var} instead in /homepages/2/d815001481/htdocs/wp-content/plugins/contact-form-7/includes/mail.php on line 162

Warning: The magic method Members\Registry::__wakeup() must have public visibility in /homepages/2/d815001481/htdocs/wp-content/plugins/members/inc/class-registry.php on line 66

Deprecated: Using ${var} in strings is deprecated, use {$var} instead in /homepages/2/d815001481/htdocs/wp-content/plugins/updraftplus/class-updraftplus.php on line 938

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Deprecated: Using ${var} in strings is deprecated, use {$var} instead in /homepages/2/d815001481/htdocs/wp-content/plugins/updraftplus/class-updraftplus.php on line 2975

Deprecated: Using ${var} in strings is deprecated, use {$var} instead in /homepages/2/d815001481/htdocs/wp-content/plugins/updraftplus/class-updraftplus.php on line 3082

Deprecated: Optional parameter $type declared before required parameter $wrapper is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/class-fs-logger.php on line 145

Deprecated: Return type of FS_Key_Value_Storage::offsetExists($k) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 309

Deprecated: Return type of FS_Key_Value_Storage::offsetGet($k) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 317

Deprecated: Return type of FS_Key_Value_Storage::offsetSet($k, $v) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 301

Deprecated: Return type of FS_Key_Value_Storage::offsetUnset($k) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 313

Deprecated: Return type of FS_Key_Value_Storage::current() should either be compatible with Iterator::current(): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 328

Deprecated: Return type of FS_Key_Value_Storage::next() should either be compatible with Iterator::next(): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 339

Deprecated: Return type of FS_Key_Value_Storage::key() should either be compatible with Iterator::key(): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 350

Deprecated: Return type of FS_Key_Value_Storage::valid() should either be compatible with Iterator::valid(): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/wp-letsencrypt-ssl/freemius/includes/managers/class-fs-key-value-storage.php on line 362

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Deprecated: Creation of dynamic property rsssl_front_end::$ssl_enabled is deprecated in /homepages/2/d815001481/htdocs/wp-content/plugins/really-simple-ssl/class-front-end.php on line 128

Deprecated: Optional parameter $term_count declared before required parameter $term_id is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-content/plugins/essential-addons-for-elementor-lite/includes/Traits/Helper.php on line 1532

Deprecated: Optional parameter $page_settings_model declared before required parameter $key is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-content/plugins/essential-addons-for-elementor-lite/includes/Traits/Helper.php on line 2300

Deprecated: Optional parameter $global_settings declared before required parameter $key is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-content/plugins/essential-addons-for-elementor-lite/includes/Traits/Helper.php on line 2300

Deprecated: Optional parameter $paths declared before required parameter $ext is implicitly treated as a required parameter in /homepages/2/d815001481/htdocs/wp-content/plugins/essential-addons-for-elementor-lite/includes/Traits/Generator.php on line 253

Deprecated: Creation of dynamic property Limit_Login_Attempts::$network_mode is deprecated in /homepages/2/d815001481/htdocs/wp-content/plugins/limit-login-attempts-reloaded/core/LimitLoginAttempts.php on line 106

Deprecated: Creation of dynamic property Limit_Login_Attempts::$allow_local_options is deprecated in /homepages/2/d815001481/htdocs/wp-content/plugins/limit-login-attempts-reloaded/core/LimitLoginAttempts.php on line 116

Deprecated: Return type of Google\Site_Kit\Core\REST_API\Data_Request::offsetExists($key) should either be compatible with ArrayAccess::offsetExists(mixed $offset): bool, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/google-site-kit/includes/Core/REST_API/Data_Request.php on line 124

Deprecated: Return type of Google\Site_Kit\Core\REST_API\Data_Request::offsetGet($key) should either be compatible with ArrayAccess::offsetGet(mixed $offset): mixed, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/google-site-kit/includes/Core/REST_API/Data_Request.php on line 135

Deprecated: Return type of Google\Site_Kit\Core\REST_API\Data_Request::offsetSet($key, $value) should either be compatible with ArrayAccess::offsetSet(mixed $offset, mixed $value): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/google-site-kit/includes/Core/REST_API/Data_Request.php on line 149

Deprecated: Return type of Google\Site_Kit\Core\REST_API\Data_Request::offsetUnset($key) should either be compatible with ArrayAccess::offsetUnset(mixed $offset): void, or the #[\ReturnTypeWillChange] attribute should be used to temporarily suppress the notice in /homepages/2/d815001481/htdocs/wp-content/plugins/google-site-kit/includes/Core/REST_API/Data_Request.php on line 158

Deprecated: uasort(): Returning bool from comparison function is deprecated, return an integer less than, equal to, or greater than zero in /homepages/2/d815001481/htdocs/wp-content/plugins/google-site-kit/includes/Core/Modules/Modules.php on line 217

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Page not found – Investment Events https://investmentevents.com Thu, 29 Jul 2021 12:40:17 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.18 https://investmentevents.com/wp-content/uploads/2020/04/cropped-ie-favicon-01-32x32.png Page not found – Investment Events https://investmentevents.com 32 32 Direct Lending Sustainability Summit https://investmentevents.com/direct-lending-sustainability-summit/ Thu, 04 Mar 2021 08:03:37 +0000
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https://investmentevents.com/?p=1761
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April 14th | ONLINE

14:30 – 17:30 BST

Days
Hours
Minutes
Seconds

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

*** REGISTER TO RECIEVE THE SESSION RECORDINGS ***

If you have any questions regarding registration email info@investmentevents.com | or call +442071933280

 

Investment Events Ltd. needs the contact information you provide to us to supply joining information. We may also contact you about other relevant events. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

GET IN CONTACT TO FIND OUT MORE

 

FOR INFORMATION ON EVENT ATTENDANCE; SPEAKING OPPORTUNITIES OR SUPPORTING PACKAGES; USE THE FORM BELOW

 

Or call +44 2071932081 

]]>
Private Debt Sustainability Series https://investmentevents.com/privatedebtsustainability/ Thu, 21 Jan 2021 16:01:32 +0000
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April 14th
JUNE 16th
JUNE 16th

Corporate SUMMIT
REAL ESTATE SUMMIT
INFRAstructure SUMMIT

Days
Hours
Minutes
Seconds

15:00 – 18:00 BST (UTC+1)

Progressing the Sustainable Development Goals with Private Debt

Designed to accelerate allocations to the global goals

Private Debt Sustainability Leaders Series consists of European asset owner centric gatherings for  pension, insurance, foundations and family office’s interested in private credit strategies that benefit societies and the planet, at market-rate returns. 

With virtual Summits, and in-person Councils across three key debt asset classes, corporate direct lending, real estate and infrastructure, the Series provides participants the opportunity for direct research on investment options, on portfolio construction, and tangible insight into ESG and impact measurement practices from industry leaders.

Utilising the Sustainable Development Goals as a framework for discussions, we invite you to join the conversation and find out how investors are continuing to do well, whilst doing good.

  • 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

GRESB The Global ESG Benchmark for Real Assets

The Sustainable Times

Triple Bottom Line Investing Group

European Leveraged Finance Association

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 

Thursday 19th MAY
Thursday 15th JULY
Thursday 16th SEPTEMBER
Direct Lending Sustainability Leaders Council
Real Estate Debt Sustainability Leaders Council
Infrastructure Debt Sustainability Leaders Council

In-Person Councils are subject to final confirmation.

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

LEADERS COUNCIL FEATURES: 

The Council meetings provide exclusive, safe, opportunities to contribute to sustainability progression with peers and potential partners.

  • Extremely Limited: A maximum of 30 participants
  • Highly Curated: By organisation and seniority
  • Ratios Managed: Never more managers than investors
  • Networking Key: Over two days including dining and social
  • Interactive Agenda: Boardroom-style discussion
  • Privacy Paramount: Discussions under Chatham House Rule
  • Prepared: Profiles of members shared in advance

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

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

Coralie De Maesschalck

Head of Portfolio

Kartesia

Adrienne Lawler

Founder
RAO Global & Presenter
BBC & SKY News 

 

 

Robert Rubenstein

 Founder

TBLI Group

Josien Piek

Head of EMEA

GRESB

Sabrina FOX

Chief Executive Officer

European Leveraged Finance Association

Robert Rubenstein

 Founder

TBLI Group

Josien Piek

Head of EMEA

GRESB

Supporting Sponsors

Mercia Capital Partners

DIRECT LENDING SUSTAINBILITY SUMMIT
14TH April | ONLINE

AGENDA

15:00 

Introduction to the Summit and virtual platform

15:10

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

15:30

Lead Panel | Building back better:  How ESG and impact is developing in alternatives and the desires of investors

  • 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?
  • Exploration of whether special situations or distressed debt investments can be impact positive

16:20

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

16:50

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

17:10

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 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. 

INVESTORS | ASSET MANAGERS | INVESTMENT CONSULTANTS: FREE

LEGAL | PLACEMENT | SERVICE PROVIDERS : £450

If you have any questions regarding registration email info@investmentevents.com | or call +442071933280

 

Investment Events Ltd. needs the contact information you provide to us to supply joining information. We may also contact you about other relevant events. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

GET IN CONTACT TO FIND OUT MORE

 

FOR INFORMATION ON EVENT ATTENDANCE; SPEAKING OPPORTUNITIES OR SUPPORTING PACKAGES; USE THE FORM BELOW

 

Or call +44 2071932081 

]]>
Special Situations & Distressed Debt Virtual Forum Videos https://investmentevents.com/specialsitsvideos/ Mon, 27 Jul 2020 10:07:10 +0000
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Investment Events' Special Situations and Distressed Debt Virtual Forum

Session Recordings
TOOK PLACE july 16 2020 | online

15:00 – 17:00 CET

INSIGHTS INTO OPPORTUNISTIC CREDIT, SPECIAL SITUATIONS & Distressed debt FUNDS AND THE MARKET OPPORTUNITY FOR INSTITUTIONAL INVESTORS

Recordings from the Sessions

presentation | dislocation Market overview

Pre session synopsis:

The global pandemic and its economic implications have brought about unprecedented need for supporting capital. The variety of managers and strategies that seek to benefit is however vast. In this presentation Trevor Casteldine provides an overview of the key private debt dislocation strategies and the considerations for investors on allocation of capital

Trevor Castledine

Head of Private Debt, bfinance
Panel PART 1 | Special Situations & opportunistic credit

Part one of two interlinked sessions on key dislocation strategies:

Pre-session synopsis: 

With a fast-evolving global economic situation feeding the swift evolution in the spectrum of debt funds, how can investors effectively assess a multi-year illiquid opportunity? How can funds be compared when lending criteria vary? And what capabilities should you be looking for in investment managers?  

Ian Milton

Founder, Mercia Capital Partners

Tim Flynn

Chief Executive Officer, HAYFIN

MATThias Unser

Founding Partner, YIELCO Investments

Trevor Castledine

Head of Private Debt, bfinance

Audience poll 

“What are your IRR expectations for 2020/21 vintage closed end Special Situations funds?”

Panel PART 2 | Distressed debt

Part two of the interlinked sessions on dislocation strategies:

Pre-session synopsis:

With distressed debt managers holding record amounts of dry powder, will current market dislocations at last present them with the opportunity they have been waiting a decade for? 

And with a raft of recent new launches, how do investors assess whether specialist distressed debt managers offer a better alternative to the many other “dislocation” plays like Opportunistic Private Credit and Special Sits?

Ian Milton

Founder, Mercia Capital Partners

DAVID LYON

Co-Head of Private Credit, Neuberger Berman

Trevor Castledine

Head of Private Debt, bfinance

Audience poll 

“What are your IRR expectations for 2020/21 vintage closed end Distressed Debt funds?”

Interactive Discussion: Special situations & distressed debt
due-diligence

A more informal discussion, open to other speakers to join and share thoughts. 

Pre-session synopsis:

Exploring themes and questions raised in the previous two sessions, we explore how due-diligence is being affected by the current situation, both from the perspective of the investor looking to allocate and the manager looking to deploy capital.

 

James Ross Clark

Founder, investment Events Ltd

Sheila Pejavar Brown

Managing Director, Hayfin Capital Managment​

NICOLAS POLITOPOULOS

Co-Founder, Dinimus capital

Nick Kitchin

Senior Investment Manager, Hilco captial

15:00 CET

AGENDA

Connection | Insight | Interaction

Introduction to the Forum and virtual platform

15:05

Introduction: Dislocation, distress, and opportunity

The global pandemic and its economic implications have brought about unprecedented need for supporting capital. The variety of managers and strategies that seek to benefit is however vast. In this presentation we provide an overview of the key private debt dislocation strategies looking at:

  • The funds in market
  • The returns being targeted
  • The deployment parameters

15:15

Panel | Special Situations and Opportunistic Credit

With a fast-evolving global economic situation feeding the swift evolution in the spectrum of debt funds, how can investors effectively assess a multi-year illiquid opportunity? How can funds be compared when lending criteria vary? And what capabilities should you be looking for in investment managers?  

– Defining special situations and what constitutes opportunity
– How can you maintain solid ESG principles with companies in crisis?
– Reallocation, where is the capital coming from and why?

Matthias Unser, Founding Partner and Managing Director, YIELCO Investments
Trevor Castledine, Head of Private Debt, bfinance
Ian Milton, Founder, Mercia Capital Partners

15:45

Panel | Distressed Debt

With distressed debt managers holding record amounts of dry powder, will current market dislocations at last present them with the opportunity they have been waiting a decade for? And with a raft of recent new launches, how do investors assess whether specialist distressed debt managers offer a better alternative to the many other “dislocation” plays like Opportunistic Private Credit and Special Sits?

  • Defining distressed debt and the deployment criteria
  • Which sectors are managers targeting and why?
  • What responsibilities do managers have for negative impacts in company turn-arounds?

David Lyon, Co-Head of Private Credit, Neuberger Berman
Trevor Castledine, Head of Private Debt, bfinance
Ian Milton, Founder, Mercia Capital Partners

16:15

Interactive discussion | A Sessions YOU are encouraged to join via webcam.

Introduced by sectoral experts, get actively involved in the conversation, share thoughts with fellow attendees on dislocation strategies, the investment landscape, and the wider world.

Special situations & distressed debt due diligence

Unprecedented disruption brings opportunity, but how can and should this be addressed? What sectors are requiring the most support globally and regionally? How are moral sentiments evolving regarding generating ‘outsized returns’ from companies in crisis?

How are investor appetites for sub-strategies evolving?

Formal participants include:

Sheila Brown, Managing Director, Hayfin

Nick Kitchin, Senior Investment Manager, Hilco Capital

16:40

BYOB Session | Open networking and discussion time

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!

17:00

End of Forum

Agenda subject to finalisation

InteresTED in Speaking or exploring sponsorship options at future events?

Build your brand and thought leadership, gain new leads and exclusive attendee insight. Call us to find out more, or use the form below.

 

Call +44 2071932081 

]]>
TEST | Mercia capital to sponsor PDI Virtual Series https://investmentevents.com/elementor-1241/ Mon, 25 May 2020 17:59:37 +0000
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TEST | Mercia Capital Partners to sponsor PDI Virtual Events Series

TEST COPY Founded in 2013 Merica Capital Partners is the placement agent of choice for 

]]>
Distressed Debt Virtual Forum https://investmentevents.com/distressed-debt-virtual-forum/ Thu, 07 May 2020 13:22:39 +0000
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2nd July 2020 | online

15:00 – 17:00 cet

DISCOVER HOW DISTRESSED DEBT FUNDS ARE CAPITALISING ON TODAY’S UNPRECEDENTED MARKET ENVIRONMENT AND THE OPPORTUNITY FOR INVESTORS

Days
Hours
Minutes
Seconds

With Distressed Debt managers holding record amounts of dry powder, will current market dislocations at last present them with the opportunity they’ve been waiting a decade for?

Learn how distressed debt funds are capitalising on the current market environment which many argue is right in their sweetspot today.

With a raft of recent new launches, in addition to late-cycle funds which were already in market, how do investors assess whether specialist distressed debt managers offer a better alternative to the many other “dislocation” plays like Opportunistic Private Credit and Special Sits?

IE’s Distressed Debt Virtual Forum provides investors insight into the market mindset. Hear from the senior leaders in the space and meet fellow investors and potential capital partners.

  • Hear from distressed debt leaders from the US and Europe
  • 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

FEATURES: 

Our virtual forums offer far more than a webinar with lots of opportunity for connection and interaction. Key feature include: 

  • Multi-session online event
  • Managed audience for balance
  • Connect with other attendees​
  • Participate in round-table discussions
  • Real-time insight through polls
  • Check the market pulse with up voting

Supporters

SERIES PARTNER

AGENDA

Connection | Insight | Interaction

15:00 CET

Introduction to the Forum and virtual platform

15:10

Market Overview Data Presentation

15:20

Interactive Panel | A very special situation and how investors and managers can help
Defining distressed debt in the dislocation strategy mix
What are investors looking for in distressed managers?
Reallocation, where is the capital coming from and why?
How can you maintain solid ESG principles with companies in crisis?

16:00

Question and answers from panel & discussion on polls

16:20

Peer Round Tables | Focus discussion sessions
Join fellow attendees in groups of ten to share thoughts on the distressed debt market, investment landscape and wider world.

16:40

BYOB | Round Table Networking and Discussion

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!

17:00

End of Forum

Agenda subject to finalisation

Speakers Include

David Lyon is Co-Head of the Private Credit business for Neuberger Berman and Portfolio Manager for The NB Credit Opportunities Funds. Prior to joining Neuberger Berman, he was the Director of Research at Ellis Lake Capital. Before Ellis Lake, Mr. Lyon was one of three responsible for the management of the Credit Opportunities Group, a multi-billion dollar portfolio of credit and equity investments at D. E. Shaw. Previously he worked at The Cypress Group, Och-Ziff Capital Management, and Goldman Sachs.

DAVID LYON

CO-HEAD OF PRIVATE CREDIT, neuberger berman

Trevor is a Senior Director in bfinance’s private markets team, focussing on alternative credit. He was formerly Investment Director for the Credit investments of LPPI, the investment management collaboration between Lancashire County Pension Fund and LPFA. Prior to that he was Deputy CIO at LCPF, having previously enjoyed a successful career in investment banking, rising to MD and Head of Financial Products at RBS.

Trevor Castledine

Head of Private Debt, bfinance

Ian is founder of Mercia Capital Partners, an independent fund raising adviser to alternative investment managers. In a 30 year career in client-facing roles at leading European managers, Ian has developed long-standing relationships with institutional, wealth management and family office investors and their advisers. Since founding Mercia Capital in 2013, Ian has served as an adviser to Arbour Partners, connecting its private debt clients, such as Pemberton, Beechbrook, Venn and Monroe Capital, with UK investors.

Ian Milton

Founder, Mercia Capital Partners

Register Now

Passes are limited to ensure all attendees benefit from the system features and opportunity of interactivity. Register now to avoid disappointment. 

INVESTORS | ASSET MANAGERS | INVESTMENT CONSULTANTS : FREE

LEGAL | PLACEMENT | SERVICE PROVIDERS : £150

Explore our other virtual events

Investment Events has launched the Private Debt Virtual Events Series to connect the market through multiple online formats, focused on specific geographies and niches within the private debt spectrum and utilising the latest online communication technology.

InteresTED in Speaking or exploring sponsorship options?

Build your brand and thought leadership, gain new leads and exclusive attendee insight. Call us to find out more, or use the form below.

 

Call +44 2071932081 

]]>
Special Situations & Distressed Debt Virtual Forum https://investmentevents.com/special-situations-virtual-forum/ Mon, 04 May 2020 16:24:08 +0000
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Investment Events' Special Situations and Distressed Debt Virtual Forum

july 16 2020 | online

15:00 – 17:00 CET

INSIGHTS INTO OPPORTUNISTIC CREDIT, SPECIAL SITUATIONS & Distressed debt FUNDS AND THE MARKET OPPORTUNITY FOR INSTITUTIONAL INVESTORS

Days
Hours
Minutes
Seconds

CONNECTION | INSIGHT | INTERACTION

A raft of new Special Situations and Opportunistic Credit funds are being launched to capitalise on unprecedented demand for non-standard and rapidly deployable finance from mid- and lower mid-market borrowers.

When assessing such “dislocation” strategies, how can investors be certain that lenders will only back companies that can capitalise on, or safely navigate through the pandemic, whilst balancing the risks that accompany the attractive premia currently on offer?

IE’s Special Situations & Distressed Debt Virtual Forum provides investors with the chance to assess the state of play in this popular subset of the private debt market through virtual engagement with our panel of specialists and with other attendees

  • Hear from special situations and distressed debt leaders from the US and Europe
  • 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

FEATURES: 

Our virtual forums offer far more than a webinar with lots of opportunity for connection and interaction. Key features include: 

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

Speakers include:

Tim Flynn

Chief Executive Officer, HAYFIN

Trevor Castledine

Head of Private Debt, bfinance

MATThias Unser

Founding Partner, YIELCO Investments

Ian Milton

Founder, Mercia Capital Partners

Sheila Pejavar Brown

Managing Director, Hayfin Capital Managment​

DAVID LYON

Co-Head of Private Credit, Neuberger Berman

Supporters

SERIES PARTNER

PARTNER

AGENDA

Connection | Insight | Interaction

15:00 CET

Introduction to the Forum and virtual platform

15:05

Introduction: Dislocation, distress, and opportunity

The global pandemic and its economic implications have brought about unprecedented need for supporting capital. The variety of managers and strategies that seek to benefit is however vast. In this presentation we provide an overview of the key private debt dislocation strategies looking at:

  • The funds in market
  • The returns being targeted
  • The deployment parameters

15:15

Panel | Special Situations and Opportunistic Credit

With a fast-evolving global economic situation feeding the swift evolution in the spectrum of debt funds, how can investors effectively assess a multi-year illiquid opportunity? How can funds be compared when lending criteria vary? And what capabilities should you be looking for in investment managers?  

– Defining special situations and what constitutes opportunity
– How can you maintain solid ESG principles with companies in crisis?
– Reallocation, where is the capital coming from and why?

Matthias Unser, Founding Partner and Managing Director, YIELCO Investments
Trevor Castledine, Head of Private Debt, bfinance
Ian Milton, Founder, Mercia Capital Partners

15:45

Panel | Distressed Debt

With distressed debt managers holding record amounts of dry powder, will current market dislocations at last present them with the opportunity they have been waiting a decade for? And with a raft of recent new launches, how do investors assess whether specialist distressed debt managers offer a better alternative to the many other “dislocation” plays like Opportunistic Private Credit and Special Sits?

  • Defining distressed debt and the deployment criteria
  • Which sectors are managers targeting and why?
  • What responsibilities do managers have for negative impacts in company turn-arounds?

David Lyon, Co-Head of Private Credit, Neuberger Berman
Trevor Castledine, Head of Private Debt, bfinance
Ian Milton, Founder, Mercia Capital Partners

16:15

Interactive discussion | A Sessions YOU are encouraged to join via webcam.

Introduced by sectoral experts, get actively involved in the conversation, share thoughts with fellow attendees on dislocation strategies, the investment landscape, and the wider world.

Special situations & distressed debt due diligence

Unprecedented disruption brings opportunity, but how can and should this be addressed? What sectors are requiring the most support globally and regionally? How are moral sentiments evolving regarding generating ‘outsized returns’ from companies in crisis?

How are investor appetites for sub-strategies evolving?

Formal participants include:

Sheila Brown, Managing Director, Hayfin

Nick Kitchin, Senior Investment Manager, Hilco Capital

16:40

BYOB Session | Open networking and discussion time

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!

17:00

End of Forum

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. 

INVESTORS | ASSET MANAGERS | INVESTMENT CONSULTANTS: FREE

LEGAL | PLACEMENT | SERVICE PROVIDERS : £150

If you have any questions regarding registration email info@investmentevents.com | or call +44 207 1932081

 

Investment Events Ltd. needs the contact information you provide to us to supply joining information. We may also contact you about other relevant events. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy Policy.

Part of the series:

Connection | INsight | Commitment

Investment Events Ltd. has launched the Private Debt Virtual Events Series to connect the market through multiple online formats, focused on specific niches within the private debt spectrum and utilising the latest online communication technology.

InteresTED in Speaking or exploring sponsorship options?

Build your brand and thought leadership, gain new leads and exclusive attendee insight. Call us to find out more, or use the form below.

 

Call +44 2071932081 

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Family Office Impact Council https://investmentevents.com/family-office-impact-council/ Fri, 06 Mar 2020 09:40:27 +0000
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June 2020 | London

Highly curated off-the-record convening of leading family offices and limited asset managers. The Council is designed to facilitate open dialogue between senior representatives to help overcome the barriers to increasing allocations, returns and impacts from sustainable strategies.
Days
Hours
Minutes
Seconds

An open dialog for enhancing impacts

Impact investing has enabled increasing numbers of families tie their financial portfolios to their shared values. IE’s Family Office Impact Council is a curated off-the-record convening welcoming senior officials and family members at varying stages of sustainable investment strategy formation and execution. Formatted to allow structured open dialog, the discussions are designed to help families learn from peers on how to maximise the impacts they want at the returns they require. We will focus on private equity and debt strategies, but also explore listed opportunities.
Passes for investors and managers highly limited:

Location coming soon

June 2020 | London

Shh! We’re excited to be publicly announcing the exact date and location soon. Use the button below for the latest information.

AGENDA

Structure, without rigidity

The discussion agenda is designed with the Council members, we encourage all members to input their challenges and desired outcomes for the Council Meeting to maximise the value for all participants.

agenda coming soon...

Impact council meetings features

To achieve the Sustainable Development Goals the pace of allocation to impactful strategies from institutional investors must be accelerated, but the challenges to and benefits from doing so vary dependant on institutional type. 

By convening the leading investors and asset managers in curated, closed doors, boardroom-style discussions our Impact Council Series is designed to stimulate action, accountability, capital allocation and deployment. 

  • Everyone contributes: board-room style discussion led by sectoral experts.
  • Audience curated: tight ratio of investors to asset managers, with seniority and influence at the fore.
  • Openness encouraged: discussions run under Chatham House-Rule, designed to facilitate open conversation, meeting minutes provided after, with names and institutions redacted.
  • Lasting sector value: information fed into investor-type specific report designed to help overcome barriers to increasing investment.
  • Attendee profiles provided: to aid in understanding participant organisations, goals and values ahead of meeting.
  • Relationships built and strengthened: all attendees are provided a room night-prior, and access to the formal dinner.
  • Council value is measured: participant’s relationships, allocation and information quality, to help ensure council members desired outcomes are met.

Apply For Passes

Due to the format of the discussions we only have very limited passes available. And so we can ensure the right mix for the discussions, these are provided dependant on attendee organisation, position and strategy – and those who have already had passes agreed.

You will receive further information within 48 hours of applying.

Institutional Investors: complimentary

Asset managers: £2950

PRE-EVENT

  • Delegate profiles
  • Institutional profiles
  • Agenda input
  • Preparatory call access

ON THE DAY

  • Seat at the council
  • Formal dinner
  • Luncheon & refreshments
  • Drinks reception

POST-EVENT

  • Abridged minutes
  • Family Office Impact Report
  • Alumni benefits
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