TBLI CONFERENCE™ EUROPE 2014

We looked forward to returning to The Netherlands for our 18th European event: TBLI CONFERENCETM EUROPE 2014 took place on 28 & 29 October 2014 in Amsterdam, hosted by the VU University Amsterdam.

The program included a wide selection of topics high on the agenda for sustainable finance professionals. Among them were trends in impact investing, impact measurement, philanthropy and program-related investing, ESG integration, ESG in fixed income markets, green bonds, shareholder engagement, strategies on fossil fuel investing and managing ESG risks.

Reflecting that year's theme for TBLI CONFERENCES, "Connecting the Dots", we had included several workshops held at previous events in Zurich, New York and Oslo so that we could build on the learnings and insight from other TBLI CONFERENCES.

Conference Details

When : 28 Oct - 29 Oct, 2014

Where : VU Amsterdam, De Boelelaan 1105, 1081 HV Amsterdam, Netherlands

Who : Attendee list

Conference materials

The Program  

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Tue, 28 Oct 14  

08.00 - 09.00

09.00 - 09.20

Auditorium
 
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Although born in Brooklyn, New York, Robert Rubinstein is a longtime resident of The Netherlands. So, back in 1999, when he founded a company to introduce the then-radical concept of sustainable investing, it seemed only natural to name it after his distant former hometown: Brooklyn Bridge – Connections to the Future B.V. (BB). The concept behind this company was the introduction of TBLI – Triple Bottom Line Investing. From its early days, the aim of this small company was and is unabashedly global: It seeks nothing less than to reeducate the financial world. TBLI is a concept that Rubinstein pioneered, which puts forward the notion that a truly sound investment is one that provides, not just financial rewards, but social and environmental ones, too. With success, since the concept has now become a household name in the financial world.

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Professor Dr. Willem Verschoor is Dean of the Faculty of Economics and Business Administration and Professor of Finance at the VU University Amsterdam. In addition, he is Research Fellow of the Tinbergen Institute. He has also been a Professor of Finance at the Erasmus School of Economics, Radboud University Nijmegen and Maastricht University. In 1993 he received his PhD in International Finance from Maastricht University. Before entering his academic career, he was employed as Chief Economist at Kempen & Co and at NIBC Bank. Willem Verschoor has published in many leading academic journals, such as European Economic Review, Journal of Applied Econometrics, Journal of Banking and Finance, Journal of Business, Journal of Economic Dynamics and Control, Journal of Empirical Finance, and Journal of International Money and Finance. His current research focuses on capital market integration, exchange rates, financial crises, global financial markets, and risk management. His research has been presented at the very best academic conferences in both the U.S. and Europe (e.g. the American Finance Association Conference, the European Finance Association Conference, the European Economic Association Conference, Financial Management Association Conference). Willem Verschoor is Chairman of the Supervisory Board of Optimix Investment Funds N.V. and Member of the Supervisory Board of Add Value Fund N.V. He served as Member of the Advisory Board for the Global Finance Forum in Chur, Switzerland, and as Advisor Capital Management at Stichting Pensioenfonds Atos Origin. He teaches regularly in various MBA and executive programs and serves as a consultant to various financial institutions and government agencies.

09.20 - 09.50

Auditorium
 
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Dr. Ernesto Sirolli is one of the world' s leading consultants on the topic of economic development. He started working in the field of International Aid in Africa in 1971 and has since worked in Australia, New Zealand, Canada, the United Kingdom, Africa, Latin America , USA and Asia in projects that promote local entrepreneurship and local self determination. Dr. Sirolli resides in the USA where he was invited to establish the Sirolli Institute, a social enterprise that teaches civic leaders how to capture the passion energy and imagination of its own citizens. Dr. Sirolli received a Laurea di Dottore in Political Sciences from Rome University in 1976 and a Ph.D in Local Enterprise Facilitation from Murdoch University, Australia in 2004. Dr. Sirolli is the author of two books: "Ripples from the Zambezi" a best seller that is used by Economic Development Faculties in Universities the world over, and :"How to start a business and ignite your life" a book aimed at would be entrepreneurs. In 2012 Dr. Sirolli was invited to give a TED TALK ; his 17 minutes talk :"Shut up and Listen" has been translated in 31 languages and downloaded more than 1 . 8 million times.

11.45 - 12.45

Auditorium
 
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Daniela is the Founder and Chairman of Topan (www.topan.ch) with its headquarter in Switzerland and Partnerships in Switzerland, Europe, North- and South America, Asia and Sub-Saharan Africa. She has gained globally an extensive experience in the Triple-E™ business consulting and project investment space over the last 3 years offering a toolbox of best in class expertise in strategic advisory, financial engineering, technological innovation and legal support together with her partners aligned with the Triple-E™ principles. Before founding Topan she has been in an executive role with a leading asset manager who is also positioned in the Social Responsible Investing Universe working in alignment with ESG. She has over 15 years international experience in commodity trading, investment consulting, institutional client relations, management coaching and human resources management. She sits on the board of an affiliate of a globally leading provider of green investment expertise and climate neutral & water services and is Chairman of Charitable Trust. Daniela holds a bachelor’s degree in Economics from the University of St. Gallen and an MBA from the University of Zurich.
She is a certified management coach and brings to the consortium a wealth of experience in managing start-ups and building organisational systems from scratch around people and technologies aiming for scalability.
She is a finalist of the Enterprising Women of the Year Award 2014 and is a certified member of UnitedSucces the worldwide network of woman business owners. She is fluent in German, English, Spanish and proficient in French and Italian.

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Piet Klop leads PGGM’s company and market engagement efforts around water scarcity. He is also working on ESG integration in listed equity and in the strategic asset allocation, and on developing PGGM’s “investing in solutions” portfolios. 
Before joining PGGM Investments in July 2011, Piet held senior positions at the World Resources Institute in Washington DC, at the Netherlands Ministry of Foreign Affairs and in the private sector. As water resources expert he worked at the World Bank and United Nations.
Piet holds master’s degrees in Water Resources Management (Wageningen University, 1989) and Applied Environmental Economics (University of London, 1999), as well as certificates on Valuation and Integrated Risk Management (New York University, 2010) and Strategic Corporate Social Responsibility (Harvard Business School, 2010).

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Cyrus Lotfipour is a Senior Analyst and sector lead for Capital Goods and Chemicals research of MSCI ESG Research’s flagship ESG ratings product, MSCI ESG IVA. His research focuses on the key environmental, social, and governance issues for these industries, such as health and safety, chemical safety, bribery and corruption, and clean technology. He also has roles in methodology development and has spearheaded efforts to integrate basin-level data into MSCI ESG Research's assessment of water risk management. Cyrus previously held positions at Innovest Strategic Value Advisors, which was acquired by RiskMetrics Group in 2009 and then by MSCI in June 2010. Cyrus holds a dual degree in economics and biology from Bates College.

 

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Michael is a seasoned business support professional with a proven track record in strategic CSR management and stakeholder engagement. In his current role, he is responsible for overseeing and further integrating HEINEKEN’s approach to Sustainable Development, i.e. the Brewing a Better Future-programme. Sustainability being part of the six company strategies, this programme is focusing on four key areas: protecting water resources, reducing energy consumption/finding innovative solutions for renewable energy, sourcing sustainably and advocating responsible consumption. Previously, Michael was Corporate Relations Manager HEINEKEN Netherlands. During his tenure, the Dutch business has launched sustainability initiatives such as the container terminal from Europe’s largest brewery to the Rotterdam Harbour, the on-trade initiative 'Sustainable Partners in the On- Trade', as well as numerous Responsible Drinking partnerships with health organizations and Dutch cities. Michael joined HEINEKEN 10 years ago from Brau Union where he was Head of Communication and Investor Relations. He has a Masters Degree and Doctorate in Law (Johannes Kepler University, Linz/Austria). He spent his early working life as Chief of Staff for MEP Paul Rübig in Brussels and Strasbourg.

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CDP is an international, not-for-profit organization providing the only global system for companies and cities to measure, disclose, manage and share vital environmental information. CDP works with market forces to motivate companies to disclose their impacts on water resources and take action to reduce them.

As Head of CDP’s water program, Cate’s role involves working with key stakeholders to deliver significant changes in the corporate management of water. Cate has ten years of experience in the environmental and sustainable development fields and has a strong technical, scientific and project management background. Cate holds a BSc in Environmental Science from Lancaster University.

10.50 - 11.15

Receptie Campuszijde

11.15 - 11.45

Auditorium
 

Over three decades of inclusive business with the BOP has allowed us to develop successful models of contract farming in high value crops.
Designing systems that ensure increasing returns to farmers in Asia while providing us substantial returns has proven to be an effective means to growth with all players in the chain benefiting continuously.

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Arvind Narula, owner and CEO of Urmatt Ltd., Thailand, has over 30 years of experience in contract farming in Thailand. His projects select high value crops and target the poorest farmers with price guarantees, agronomic training and funding. He has launched or consulted for projects in Myanmar, Argentina, Tanzania, India and Sierra Leone, Sweden and Denmark. Every project is aimed at poverty alleviation through profitable impact investment. Arvind is a graduate of the Schiller University, Paris and also attended the Sorbonne and the Chulalongkorn University’s Sasin Executive Program. He is a sought after speaker at international rice conferences and Impact Forums. He speaks English, Thai, French, German, Punjabi and Hindi and some Japanese. Arvind is the Regional Chairman of the World Presidents Organization for S.E. Asia and Chairman of the World Rice Alliance. He is also a founder and director of : Organic Latin America SA, Argentina BioAsia Ltd., Thailand BioAxiom Ltd., Thailand Hill Tribe Organics Ltd., Thailand Perfect Earth Pte., Singapore.

09.50 - 10.50

Auditorium
 
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Professor Dr. Willem Verschoor is Dean of the Faculty of Economics and Business Administration and Professor of Finance at the VU University Amsterdam. In addition, he is Research Fellow of the Tinbergen Institute. He has also been a Professor of Finance at the Erasmus School of Economics, Radboud University Nijmegen and Maastricht University. In 1993 he received his PhD in International Finance from Maastricht University. Before entering his academic career, he was employed as Chief Economist at Kempen & Co and at NIBC Bank. Willem Verschoor has published in many leading academic journals, such as European Economic Review, Journal of Applied Econometrics, Journal of Banking and Finance, Journal of Business, Journal of Economic Dynamics and Control, Journal of Empirical Finance, and Journal of International Money and Finance. His current research focuses on capital market integration, exchange rates, financial crises, global financial markets, and risk management. His research has been presented at the very best academic conferences in both the U.S. and Europe (e.g. the American Finance Association Conference, the European Finance Association Conference, the European Economic Association Conference, Financial Management Association Conference). Willem Verschoor is Chairman of the Supervisory Board of Optimix Investment Funds N.V. and Member of the Supervisory Board of Add Value Fund N.V. He served as Member of the Advisory Board for the Global Finance Forum in Chur, Switzerland, and as Advisor Capital Management at Stichting Pensioenfonds Atos Origin. He teaches regularly in various MBA and executive programs and serves as a consultant to various financial institutions and government agencies.

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Dr. Marie Charles is a medical doctor with a highly distinguished background in business, finance and international relations, and is widely regarded as one of the key innovators in global healthcare and one of the world’s most successful high impact entrepreneurs. Initially groomed to run one of the world’s largest pharmaceutical companies in Europe, Dr. Charles chose instead to found a series of her own international healthcare enterprises, all of which have gone on to become global leaders in their respective fields, collectively active in over 42 countries. These include Tiger Healthcare Private Equity, which is currently ranked by leading banking institutions as one of the most innovative high impact - high yield closed private equity healthcare groups in the world; PharmAccess International; Zurich International & Mercantile Private Merchant Banking Services; and her personal philanthropic organisation Global Medic Force, which as the global leader in clinical skills rapid transfer to emerging nations, transfers over $USD 6.5 billion in first world medical human capital expertise, from more than 1,700 volunteer doctors from 17 Western nations, directly into developing nations across four continents. As a founding industry practitioner and acknowledged global authority on high impact - high yield healthcare investing, Dr. Charles currently serves on the Credit Suisse Impact Advisory Council and is also a regular columnist on high impact - high yield healthcare investing with a readership in excess of 42,000 per issue, in one of the most affluential magazines in Europe. Prior to this, Dr. Charles served as COO of IATEC (University of Amsterdam) and as an Adjunct Professor at Columbia University, School of International and Public Affairs.

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Michael Jongeneel (1973) is Managing Director of Triodos Investment Management. Previously Michael was COO and Member of the Executive Board of Triodos Bank (2007 – 2011).
Triodos Investment Management is specialised in the development and management of sustainable investment funds and a pioneer in the field of ‘impact investing’.
Triodos Investment Management manages 17 investment funds that each invest in a different sustainability theme. These investment funds focus on investments in renewable energy, sustainable real estate, culture, organic food and agriculture, microfinance in developing countries and investments in publically listed companies according to sustainability criteria (SRI). The combined Triodos investment funds have a managed capital of EUR 2.5 billon (as per 30 June 2014).
Michael Jongeneel is also member of the Board of Sustainalytics, member of the Supervisory Board of Zuwe Hofpoort Hospital, member of Advisory Board of Foundation Laluz, member of the Advisory Council of Social Enterprise NL and member of the think-tank World Connectors.
Before joining Triodos Bank, Michael worked for McKinsey&Company (2001 - 2007) and Accenture (1999 – 2000).

12.45 - 13.00

Auditorium
 

Workshop moderators will give a short & crisp introduction to the 16 sessions on the agenda.

13.00 - 14.30

Receptie Campuszijde

14.30 - 16.00

Auditorium
 
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Thomas de With (1967) is an entrepreneur with focus on fintech to foster innovation in our financial eco-system. In addition he performs strategic advisory services and supervisory roles.

Before he spent over 20 years with Deutsche Bank and gained through a variety of roles in a number of geographies as MD broad corporate & investment banking experience based on an entrepreneurial spirit.

Thomas lives with his wife and 4 children close to Amsterdam and holds a master degree in Financial Economics and a bachelor degree in Law from the Erasmus University Rotterdam.

ESG integration improves the risk-reward profile of credit portfolios. As a corporate bond holder’s primary concern is the company’s ability to repay debt, one of the cornerstones of the investment philosophy of Robeco’s Credit team is that avoiding losers is more important than picking every winner. Our team believes that integrating environmental, social and corporate governance (ESG) factors into its analysis strengthens the ability to assess the downside risk of its credit investments. We perform this analysis by assessing five variables of which ESG is one. The credit analysts focus on financially relevant issues. If the ESG factors impact a company’s credit quality, financial markets should reflect this higher risk in a spread premium on the bonds. We believe that this focus on material sustainability will lead to measurable benefits for both investors and society.

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Mr. Ruizeveld is a financial analyst with nearly 20 years of investment experience both in credit markets as a senior research analyst and co-head of a research team as well as in equity markets as a senior portfolio manager. As a credit analyst, Mr. Ruizeveld is currently responsibility for analyzing investment grade and high yield companies in the Telecom Services sector globally, including emerging markets. Mr. Ruizeveld holds a Master's degree in Econometrics from the Free University of Amsterdam.

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Hendrik manages Sustainalytics’ business activities in the German-speaking regions of Europe including Austria and parts of Switzerland. He is responsible for managing existing client relationships and building new ones. In addition to his client relations responsibilities, he is also involved in developing improvements to Sustainalytics’ research methodology and the production of thematic research notes. In 2012, Responsible Investment 2.1, a report authored by Hendrik and his colleague Claudia Volk, was short-listed for the Farsight Award. Additionally, given his background in mainstream financial markets, Hendrik will also provide support to Sustainalytics’ Advisory Services team in helping clients integrate ESG into their investment processes. Prior to joining Sustainalytics, Hendrik worked for 15 years as an equity strategist/financial analyst at WestLB. Since 2002, he has focused on responsible investment and headed the bank’s extra-financial research team. Hendrik holds a Ph.D. in Finance from the University of Erlangen-Nürnberg and a master’s degree in Banking and Finance from the University of Georgia, Athens (USA).

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Max is partner at the South Pole Group, a global leader in measuring and reducing climate impact.
In just 8 years, the company helped its clients reducing over 50 million tonnes of CO2, triggered over EUR 6bn investments into renewable energy projects, and enabled the creation of 20’000 jobs in developing countries.
In 2010, Max pioneered the leading methodology for climate impact assessments of investment portfolios. It became the backbone of the largest database on company emissions GHG in the market, feeding into multiple investment analysis tools and services. Clients include some of the world’s leading asset managers and institutional investors such as pension plans, foundations and trusts, as well as private banks and research institutions. The solution is also available via Bloomberg Terminals and via YourSRI.com to investors.
Max currently leads the two EU funded GHG financial accounting projects and is engaged in several industry organisations dealing with GHG accounting, including the “2 degree investment initiative”. He frequently publishes on the topic.
Prior to starting CNI, Max worked in equity and fixed income research capacities as well as in business development with Capital Group Companies in Los Angeles, Toronto, Tokyo, Geneva and London.
In his past, Max was an academic researcher and worked with a Member of the European Parliament. He holds a PhD in History from the University of Cambridge/ UK.

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Lise has a first degree and a post-graduate Diploma in Mathematical Economics and Econometrics from the University of Paris I Panthéon Sorbonne. She also has an MA (Magistère) in Economics from the University of Paris I Panthéon Sorbonne and EHESS (Ecole des Hautes Etudes en Sciences Sociales), 1995. After three years at Banque CPR as Economist/Quantitative analyst, Lise joined Dexia Asset Management in 1999 where she spent two years as Equity Strategist in the Global Asset Allocation Strategy department. She worked at Exane BNP Paribas as Strategist between June 2001 and April 2007.

14.30 - 16.00

Stoa
 

This session will discuss two case studies for renewable energy investment funds and will highlight the role of green bonds as a tool for financing clean energy.

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Florence is the founder of Business4People; a Marketing and Investor Relations platform serving the impact investment space and dedicated to teams operating out of small to mid-size  investment funds, corporates as well as not-for profit entities engaged to become agents of change at the convergence of 4 Verticals (Environment, Health, Education, Access to Capital) and 5 key horizontals (Technology, Infrastructure & Real Estate, Emerging & Under-served-considered spaces, Fundamental socio-cultural & economic trends, Inclusion). The platform relies as necessary on the services of an in-house coaching practice developed to support capacity building and which otherwise operates on a stand-alone basis nurturing a group of unique entrepreneurial spirits and ventures in their start-up and growth phases; with a view to facilitate the emergence of sustainable futures. Today, the Platform's capacity is fully dedicated to a specific group of investors and entrepreneurs and focuses on few of their selected initiatives which are supported to scale.
Florence current roles include serving as Investor Relations at a European Investment Management boutique focused on the Real Assets sector and in particular Renewable Energy Infrastructure. She also acts as Director of Marketing for Crito Capital, a Placement Agent boutique focused on Emerging Markets, headquartered in NYC and with presence in Europe where she also heads the Impact Investment practice. Prior to launching as an entrepreneur in 2010, she spent over 20 years in the investment, private equity, M&A and risk management functional disciplines within large Financial Services firms.
Florence spent the first 18 years of her life in developing countries as part of a diplomatic family and is a savvy linguist. She holds an undergraduate degree in organizational psychology from the Yale University, an MBA from the University of Virginia’s Darden School of Business Administration. More recently, she completed an Executive Masters degree in Sustainable Studies at the International Institute of Management in Paris.

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Giffen has over 25 years of experience applying strategic and operational improvements to private equity investments, including seven years running operations of two successful management buyouts. He has served as an operating executive at Golden Gate Capital, a $9.6 billion PE fund, where he focused on conventional and renewable energy. Before that he was a senior managing director at Evercore Partners, during which time he focused on energy. He also helped launch the electric utility practice at Bain & Company, where he was primarily responsible for case teams performing due diligence and turnaround work for private equity clients. He has a BBA from Southern Methodist University (graduated summa cum laude) and a JD from Stanford Law School (CPA, attorney).

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Mats was appointed as Senior Advisor, Sustainable Products at SEB in February 2014. His primary responsibilities include raising the awareness about Green Bonds – a financial solution developed by SEB in 2007/08 - among issuers, investors, officials and the general public.
Before this, Mats was Chief Strategist, Emerging Markets at SEB since 2000.

 

 

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Jochen Wermuth is Founding Partner of Wermuth Asset Management GmbH, a 100% impact family office, and of the Green Gateway Fund, supporting EU resource efficient growth companies. He headed the EU and World Bank financed Economic Expert Group under the Russian Ministry of Finance, was a founding management committee member of OOO Deutsche Bank, started supporting Greenpeace and set up his own firm in the 1990s. He is a member of the Young Presidents Organization, the German Council on Foreign Relations, Eurosolar and has served on the board of the Liberal Mission of Russia and the Advisory Board of the World Economic Forum’s community of global growth companies in Davos. He holds a Masters degree in economics and a BA in mathematics and economics with honors from Brown University and has passed his D.Phil. qualifying exams at Oxford. He speaks German, English, French and Russian and is married with three children to Russian Kyoto protocol expert, Alexandra Kornilova. Wermuth Asset Management is a German family office committed to 100% impact investing and a BAFIN regulated investment adviser. It partners with other investors and best in-class teams to launch alternative investment funds with peak assets under management of over $1bn. It has two decades of experience doing business ethically in Eastern Europe. It is a member of the European Venture Capital Association (EVCA), the Association of Alternative Investment Managers (AIMA), G20 Green Growth Action Alliance (G2A2), Cleantech Scandinavia and a subscriber to the United Nations Principles of Responsible Investment. It made its first investment in alternative energies with Nobel Prize Laureate Prokhorov in 2000. The Green Gateway Fund invests €5 to 30m of equity into growth-stage resource efficient companies, mainly in western Europe, and helps them to access East European markets via the gateway of Kazan. Investments include “The Mobility House” providing electric mobility services, “OTI”, cleaning oil spills, “Aquarion Watergroup” purifying industrial process water and “Primekss” laying cheaper, 40% thinner and crack free cement floors.

14.30 - 16.00

Aurora
 
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Over her 20-year career, which started at McKinsey in 1993, Mrs. Balandina was instrumental in developing and managing a number of mission-driven investment vehicles and has invested in over 50 non-listed companies and funds. She has been actively involved in impact investing since 2005, when, after managing the European direct private equity business of AIG, she has pioneered and led one of the first institutional impact investment funds. In 2010, Julia has founded JBJ Consult, an independent impact investment consultancy, and has since advised major wealthy families, private foundations and family offices, as well as international banks and independent funds, helping them develop and implement mission-driven investment strategies and funds. Julia holds a number of non-executive positions, including at SIFEM (Swiss DFI managing USD 0,5bn+ developmental finance mandate of the Swiss Government), Willows Investments (an impact investment vehicle of S. Brenninkmeijer), PYMWYMIC (an impact investment community of 350+ Benelux private investors), among others. Julia is the author of the Guide To Impact Investing for Family Offices and High Net Worth Individuals and is a member of various industry task forces and expert committees. She teaches impact investing and social entrepreneurship at St. Gallen University and has guest-lectured at Yale.

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A leader in impact investing, Tammy Newmark has over thirty years of experience in the field. Newmark launched EcoEnterprises Partners II, LP in 2012 under EcoEnterprises Capital Management, LLC in which she is a partner. She served as President of Fondo EcoEmpresas, S.A., EcoEnterprises Fund’s first fund under management, for The Nature Conservancy from 1998 to 2010. Newmark directed Technoserve, Inc.’s environmental business advisory services in Latin America and Africa. Prior to that, she was a founding officer of Environmental Enterprises Assistance Fund, the first venture fund that specialized in renewable energy, clean technology, and green investments in emerging markets. She established investment groups: Yayasan Bina Usaha Lingkungan and Preferred Energy Investments in Indonesia and the Philippines, respectively. She has also worked for the International Finance Corporation and JPMorgan Chase. Newmark is co-author of Portfolio for the Planet: Lessons from 10 years of impact investing (Earthscan/Routledge Press, 2011). Newmark has an MBA from the Wharton School of the University of Pennsylvania.

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James is a specialist in social and environmental finance having been at Triodos Bank since 1998. James has advised on bond issues and share offers for leading social enterprises and charities. He has managed equity investments in a range of early stage businesses in the organic food, recycling and environmental technology sectors. In 2005, James started Triodos Bank's investment activity in the UK and was Managing Director of Investment Management, incorporating corporate finance advisory services and fund management. James was also the Managing Director of Triodos Renewables plc from 2005-2012. He has been a director of many green and sustainable businesses and has served on the board of UKSIF and been treasurer of a local community development association. James is currently a member of the Investment & Contract Readiness Fund Advisory Panel and the UK Advisory Board to the G8 Social Investment Taskforce. He now leads the development of strategy across the Triodos Bank group internationally.

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Arthur is a Founding Partner of Total Impact Advisors. Our clients are the major Foundations, UN bodies and the world's leading social entrepreneurs. Over his career he has held senior positions in both "for profit" and "not for profit“ enterprises (the latter a term he passionately dislikes). Arthur is a recognized innovator in social finance (http://bit.ly/of3jE9) and frequently invited to speak and write on innovative financing vehicles for social purposes. Working with the worlds leading Social Entrepreneurs he has wide experience across many of the issues in the "social " space. As one of the Pioneers in the Impact Investing space since 2005 he is credited with Innovations profiled as best practice including with Deutsche Bank one of the first layered financing structures (The Eye Fund) noted as "one of the top twenty ideas in new philanthropy" by Fast Company Magazines and the Social Impact Bond - one of his current foci is now working with leading lawyers and consultants in developing on that idea to create a move to full multi stakeholder outcome models. He believes the opportunities in Impact Investing are much larger than people think but that many of the challenges are Cultural rather than Financial. Prior to his current roles with Total Impact Advisors he was a Leadership Group Member of Ashoka the world's largest supporter of social entrepreneurs. At Ashoka he was Global Head of Social Financial Services, serving four years in DC / New York and London. Arthur has been instrumental in encouraging and writing the business case for major global finance firms (including JPM) to enter the business of social investing in order to improve the way social capital is allocated and deployed. He is also deeply involved in the conceptualisation and creation of new legal hybrid structures including getting legislation passed to encourage social investment - most notably the L3C in the US and the SELLP in the UK. He has and continues to advise a range of global social entrepreneurs and civil society on financing structures - an area Total Impact has christened Policy Finance , indeed with the leading Sanitation economist from the World Bank writing the first UN report on the move to Outcome Models and Impact Investing. Prior to working in Impact Investing - Arthur worked for over 20 years on "the dark side" - Merill, Coutts , Kleinworts and held senior positions in Product Development and change management - earlier in his career he also worked as an institutional finance specialist in US Aerospace Defence and Geopolitics where he witnessed the end of the Cold War.One of his desires now is to address the warming peace. Arthur is a regular publisher (the Brutus Column) and speaker at leading global academic institutions as well as industry forums on social finance. Married to a Norwegian he has a BSc Hons - (Econ) from the London School of Economics and an MBA from SDA Bocconi (Italy) and HEC (France).

14.30 - 16.00

Agora 1
 
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Lucas Simons is the founder and CEO of two companies committed and leading in sustainable market transformation. NewForesight Consultancy (est 2008) is a strategic consultancy firm, concept developer and market change facilitator (www.newforesight.com). SCOPEinsight (est 2010) is a global assessment and rating company of Producer organizations in emerging economies to structurally bridge the agri finance gap (www.scopeinsight.com). In 2011 Simons was honoured as Young Global Leader by the World Economic Forum for his commitment and accomplishments in the field of sustainable trade, agriculture and rural development. In 2013 he became the second Dutch Ashoka Fellow ever for his pioneering role as social entrepreneur and change maker. And for three consecutive years Simons has been ranked in the top 100 of most influential Dutch persons in Sustainable Development (Trouw Newspaper 2011, 2012 in top 20 and 2013 in top 10). Lucas Simons started his career as a consultant at KPMG Sustainability followed by a position at TNO-Strategy, Technology & Policy. From 2002 till 2008 he was Director of UTZ CERTIFIED. Simons holds an MSc Environmental Hygiene degree from Wageningen University and an MBA degree with Merit from Tias-Nimbas Graduate School of Management. www.newforesight.com www.scopeinsight.com

Aqua-Spark is the only active investor body dedicated to this sector, on the globe. It is a global investment fund based in Utrecht, the Netherlands that makes investments in sustainable aquaculture businesses that generate investment returns, while creating positive social and environmental impact. The fund invests in small to medium enterprises that are working towards the production of safe, accessible aquatic life, such as fish, shellfish and plants, in a way that does not harm the health of the planet.

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Mike is the founder and the driving force behind Aqua-Spark, a global investment fund for sustainable aquaculture, combining a healthy financial profit with environmental and social impact. A lifelong entrepreneur, Mike has spent decades jumpstarting a range of successful businesses. Among other ventures, he co-founded Connexie, which has helped catalyze a professional employment industry across the Netherlands. Mike naturally combines his business background with environmental and social engagement. He understands the potential for business to create durable solutions to complex world problems. With this in mind, Mike founded A-Spark: an investment company that assists entrepreneurs across the globe in realizing their visions of a start-up with a world-changing element. Through A-Spark he has invested in a broad range of ventures over the years– both in the developed and developing world. Mike serves on several boards and is also a member of the Chairman’s Council of Conservation International and an Honorary Global Marine Fellow.

Robeco is a strong proponent of sustainability investing and has set up the Governance and Active Ownership team at RobecoSAM to engage with corporates on financially material sustainability issues. We define sustainability investing as a long-term, systematic approach that integrates environmental, social and governance considerations into traditional financial analysis, enabling us to fully understand a company’s ability to create value. Firms that embrace sustainability are in our view more likely to be successful over the long term than those that do not.
The Food & Agri sector is exposed to a large number of social risks and at the same time provides ample opportunities to create impact for investors. To ensure sustainable production of food products to feed the nine billion in 2050 RobecoSAM engages with 18 companies from plantations, traders, manufacturers to retailers in our portfolios. Our global commodity ESG risk assessment revealed issues on human rights, labour standards, deforestation and water risk. In addition we identified opportunities for companies to create impact on living wage and smallholder capacity building.

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Peter van der Werf is engagement specialist at RobecoSAM’s Governance and Active Ownership department. Mr. van der Werf engages with corporates on human right, labour standards and water risk in the Food & Agri supply chain. This dialogue ultimately aims to encourage companies to improve on the most material sustainability issues which enhances their competitiveness and profitability, as well as generating measurable benefits for investors, companies and society as a whole.
 
Mr. van der Werf gained over four years of professional experience in business development in frontier markets before joining Robeco in 2011. Mr. van der Werf holds a master’s degree in Environmental Sciences from Wageningen University in the Netherlands with a minor in Entrepreneurship.

 

The Moringa fund is an innovative investment vehicle focusing on agroforestry projects located in Latin-America and Sub-Saharan Africa with high social and environmental impacts. The fund is managed by Moringa Partnership SAS and its key partners are La Compagnie Benjamin de Rothschild and the Office Nationale des Forets.

The main objectives of the fund are:
(i) to develop sound agroforestry projects providing a commercial return to its investors;
(ii) to have a positive environmental impact (climate change mitigation and adaptation, soil improvements, biodiversity conservation, etc.);
(iii) to improve the livelihoods of farmers and local communities. The main models targeted are sylvopastoralism, permanent crops under shade trees, and intertwinned or mosaïc agroforestry.

This presentation will present and discuss key benefits of agroforestry projects.
Advantages of agroforestry can be summarized as follows:
(i) diversified revenue and market sources, (ii) increased yields due to synergies involved in agroforestry; (iii) maximization of revenues for a given area of land (iv) reduced costs as a result of well designed partnerships and outgrower schemes; (v) positive impacts on soil, water, biodiversity and reduced environmental risks; (vi) better resilience of investments; (vii) improved farmer and community livelihoods, less social risks (viii) reduced land grabbing issues; (ix) potential for additional revenue from environmental services.

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Martin is a partner at Moringa Partnership SAS. From 2009-2011 Martin served as Chief Private Equity Officer at the African Development Bank. Previously, between 2003 and 2009, he led the European Investment Bank (EIB) private equity investment activities in sub-Saharan Africa and in the European renewable energy field. From 1997-2002, he was a member of the team that established Kennet Capital, one of Europe’s leading early-stage technology venture capital firms. Immediately before this, he worked for the Commonwealth Development Corporation as a project manager in Côte d’Ivoire (rubber factory design and construction) and Swaziland (project management of sugar refinery construction). His early career was in change management consultancy for Computer Sciences Corporation (CSC). Martin previously served as a member of the Emerging Markets Private Equity Association (EMPEA) Africa Council. He has a Master’s degree in Manufacturing Engineering and a first class Bachelor’s degree in General Engineering from Cambridge University. He is a fluent speaker of English, French, Dutch and German.

16.00 - 16.30

Receptie Campuszijde

16.30 - 17.45

Auditorium
 
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Mark is the Founder of the Carbon Tracker Initiative and conceived the 'unburnable carbon' thesis. He commissioned and was editor of 'Unburnable Carbon, are markets carrying a carbon bubble' report. Mark is responsible for management strategy, board matters and developing our capital markets framework analysis. Prior to forming Carbon Tracker, Mark had twenty five years experience in sustainable financial markets. Mark is a co-founder of some of the first responsible investment fund at Jupiter Asset Management in 1989, NPI, AMP Capital, and Henderson Global Investors. Mark served on the World Business Council for Sustainable Development working group on capital markets leading up to the 1992 Earth Summit; was a Member of the Steering Committee of UNEP Financial Sector Initiative (1999-2003), and continues to advise a number of investment funds including Armstrong Energy. Mark was a Founder Director of the UK Sustainable and Responsible Investment Forum (UKSIF), 1990-2006, is a member of the Advisory Council of SASB (Sustainable Accounting Standards Board) and ImpactBase.org and the UNEP-WRI working group on greenhouse gas emissions and the financial sector. He is the Treasurer of The Rainforest Foundation UK. Mark has a BA in Politics & Economic History and an M.Sc in Agricultural Economics. 

The presentation will focus on: 
  • Describe and explain carbon risks
  • Provide details on the Low Carbon Index family MSCI recently launched (i.e. methodology, use case, key metrics)
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Véronique Menou is Head of Thematic Investing within MSCI ESG Research. Her role consists in developing, maintaining and enhancing methodologies for thematic research products including screening and indexes. She is also spearheading the development of Custom ESG Indexes. Ms Menou started her career with Innovest in Paris in 2004 and then moved to Toronto where she was the sector leader for the healthcare industry and the project manager for the first Access to Medicines Index. She then joined the SRI research team at Natixis Asset Management in Paris where she was the lead analyst for the energy and healthcare sectors. She was also the project manager for the first Access to Nutrition Index published in March 2013. Ms Menou holds a master degree in international affairs from Bordeaux School of Management. During her studies she worked for one year in India for both a microcredit program and a development project in agriculture.

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Anne Mieke van der Werf (Director Energy & Climate) is responsible for the management of the business line Energy & Climate and fulfils the Fund Manager position ad interim. She is RBA certified (CFA eq.) with large experience in business development, corporate and project financing and institutional investments. Before joining Triodos Investment Management (2012), she worked on renewable energy project evaluations, divestments of several companies, financial and resource planning for both corporations and non-profit organizations. Anne Mieke worked a.o. at ING and Shell and holds a master degree in macro economics from University Maastricht.

There are three main ways that carbon can be removed from an equity portfolio (ex-fossil fuels, tilt, best-of-sector). What are the implications of each approach from a portfolio performance and carbon reduction viewpoint?

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Toby is the CEO of Corporate Knights Capital. He spearheaded the first global ranking of corporate sustainability practices in 2005. Toby sits on the Sustainability Accounting Standards Advisory Board and the University of Toronto’s Environment and Finance Committee. He also is a Director at the Natural Step Canada and Ashoka Canada. Toby has been published in the Financial Times, Wall Street Journal and the Globe and Mail, and is a regular guest speaker on CBC. In 1998, he played centrefield for the Yugoslav National Baseball Team.

Linkedin

16.30 - 17.45

Stoa
 
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Ronald van Genderen joined Morningstar’s manager research team in 2013 and is based in Benelux.

Prior to joining Morningstar, Ronald was an analyst at the VEB, the Dutch Shareholders Association, where he was responsible for all activities employed by the association regarding mutual funds and ETFs, including developing and maintaining a mutual fund rating and database. Ronald also analysed mutual funds and ETFs and regularly wrote articles about a wide variety of topics relating to mutual funds, ETFs and the asset management industry in general.

Ronald holds a bachelor’s degree in management, economics and law and is a CFA charterholder.

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Joseph co-founded Prius Partners in 2012 as a specialist investment consultancy focused on ESG in manager selection. Prius undertakes a quantitative approach to ascertain the extent to which managers integrate and anticipate ESG improvements as well as how to engage with managers based on their stock picking style. Joseph previously spent over 10 years as an analyst and portfolio manager in various fund of funds after having started his career as an Equity analyst at Morgan Stanley and UBS. Joseph  is a graduate of the London School of Economics and is a CFA Charterholder.

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Lise has a first degree and a post-graduate Diploma in Mathematical Economics and Econometrics from the University of Paris I Panthéon Sorbonne. She also has an MA (Magistère) in Economics from the University of Paris I Panthéon Sorbonne and EHESS (Ecole des Hautes Etudes en Sciences Sociales), 1995. After three years at Banque CPR as Economist/Quantitative analyst, Lise joined Dexia Asset Management in 1999 where she spent two years as Equity Strategist in the Global Asset Allocation Strategy department. She worked at Exane BNP Paribas as Strategist between June 2001 and April 2007.

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Sandra is Head of Responsible Investment at Newton Investment Management (a BNY Mellon specialist investment manager). Sandra manages the team which ensures the integration of environmental, social and governance issues into Newton’s fundamental research process. Prior to joining Newton, Sandra was a director at F& C Investments, responsible for the sales, marketing and business development of F& C’s ethical and sustainable investment products. She also built the sustainability and climate change practice at Brunswick and ran the specialist climate change, clean energy and thematic sustainability investment team at Citigroup. While at Citigroup, Sandra co-founded Citiwomen, a group-wide diversity network which won a BITC Opportunity Now award in 2001. Prior to joining Citi, Sandra worked in Paris and London for Deutsche Bank and SG Warburg Bacot Allain as a European equity specialist and she spent several years at JP Morgan in the sovereign debt restructuring team. Sandra has an MA in Modern Languages from the University of Oxford.

16.30 - 17.45

Aurora
 
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Bob Bragar is an independent consultant who advises impact investors and practitioners worldwide on issues related to economic development, with a particular focus on the challenges of microfinance corporate governance.
Bob is a member of the Governance Working Group at the Center for Inclusive Finance (Washington, D.C.), the European Microfinance Platform (Luxembourg) and the New York and District of Columbia bar associations. He has served as board member of several microfinance investment institutions, including Maanaveya Finance in India and Oikocredit Nigeria. He is a member of the board of directors of the Russian Microfinance Center in Moscow.
Bob is the creator of the webinar series on international development issues, www.LocalVoice4Development.org.
Previously, Bob served as the General Counsel, head of legal and as a member of the investment committee at Oikocredit International in the Netherlands, one of the largest private impact investors. Bob holds a master’s degree in international relations from the Fletcher School of Law and Development (Medford, MA) and a J. D. from the George Washington University Law Center (Washington, D.C.).

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About: Emmanuel de Lutzel is since 2013 Vice President Social Business of BNP Paribas. He is in charge of developing social finance with the retail banking networks in Europe as well as with asset management. Emmanuel initiated in 2007 the Microfinance Department of BNP Paribas, building a microfinance portfolio in 18 countries with 40 microfinance institutions, for an aggregated amount of 200 M € and a social impact of 1.5 M micro-entrepreneurs. He is member of the Board of Finansol (French association to promote social finance), and of Convergences, a yearly conference about social business and microfinance which gathers 5000 professionals in Paris. He is also initiator of two associations of volunteers for microfinance and social business supported by BNP Paribas which have an aggregated amount of 1200 volunteers in 10 countries. Emmanuel has 30 years banking and industrial experience, including Commerzbank in France and Siemens in Germany.

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Fons is the founder of Context, international cooperation and has a long track record as social entrepreneur, development practitioner and as researcher, lecturer, trainer and process facilitator. For over three decades he has commuted between practice, policy and the academic community.

 

At the beginning of his career Fons worked for two institutes for development education (COS Den Bosch and Nijmegen); he has worked for many years as a lecturer and researcher at the Centre for International Development Issues Nijmegen (CIDIN), Radboud University of Nijmegen; he was the first course director of the Advanced Masters in International Development at the CIDIN; he has been a manager at two development organisations (ICCO and the Association PSO) before starting Context, international cooperation. He is also the co-founder and co-owner of Foresee Social entrepreneurs Pvt Ltd, Bangalore India.

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Over her 20-year career, which started at McKinsey in 1993, Mrs. Balandina was instrumental in developing and managing a number of mission-driven investment vehicles and has invested in over 50 non-listed companies and funds. She has been actively involved in impact investing since 2005, when, after managing the European direct private equity business of AIG, she has pioneered and led one of the first institutional impact investment funds. In 2010, Julia has founded JBJ Consult, an independent impact investment consultancy, and has since advised major wealthy families, private foundations and family offices, as well as international banks and independent funds, helping them develop and implement mission-driven investment strategies and funds. Julia holds a number of non-executive positions, including at SIFEM (Swiss DFI managing USD 0,5bn+ developmental finance mandate of the Swiss Government), Willows Investments (an impact investment vehicle of S. Brenninkmeijer), PYMWYMIC (an impact investment community of 350+ Benelux private investors), among others. Julia is the author of the Guide To Impact Investing for Family Offices and High Net Worth Individuals and is a member of various industry task forces and expert committees. She teaches impact investing and social entrepreneurship at St. Gallen University and has guest-lectured at Yale.

16.30 - 17.45

Agora 1
 
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Dr. Franziska Blindow is Head of Family Office at LGT. The LGT Group is the largest privately held asset management and private banking group in Europe to be run entirely as a family business with over USD 100 billion assets under management / administration and over 1800 employees.
Prior to heading the LGT Family Office, Franziska has been a Partner at LGT Capital Partners and was responsible for the global business development and sales activities for hedge funds for seven years. Before joining LGT in 2006, Franziska has been with EIM, the largest fund of hedge funds manager specialized in tailor-made fund of hedge fund solutions, where she was responsible for the global new product development of the firm.
Prior to joining EIM in 2001, she has been in Corporate Finance and consulting for seven years. Franziska holds a PhD from the University of St. Gallen (HSG), with a dissertation on valuation of high technology start-ups and an MBA in finance and accounting from the same institution.
In her spare time she is passionate about flying, hiking, cognitive science and her family.

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Kurt joined EVPA as new CEO in April 2012. Kurt is a Belgium national with outstanding work experience in both the non-profit and social entrepreneurial sector. He previously worked for Médecins Sans Frontieres (MSF) for which he managed field programs in Thailand, Kenya, Russia, Bosnia and Angola and later became CEO of MSF-Norway. In 2000, he became the first 'philanthropy consultant' in Belgium, with a specific focus on venture philanthropy. After 5 years as a consultant, Kurt managed programs for the city of Antwerp and the Foundation for Future Generations. Since 2010, he was the Director of Ashoka Belgium.

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 Sandrine is the founder of Educate Global Fund (EGF), an early-stage impact investment fund dedicated to Education for the most disadvantaged communities. EGF tackles Education poverty by investing across sectors such as Health, Nutrition, Water & Sanitation, and Technology.

Sandrine was previously Strategy Director for a non-profit organisation and has over a decade of professional experience in strategy consulting. Sandrine holds an MSc in International Business from Maastricht University, and was part of the inaugural class of the Oxford Impact Investing Programme at Said Business School.

 

Brief backgroumd information:

It is obvious, that non-profit foundations should support their mission with their investments and not impose conflicts. In reality Chinese walls are built up between the project and investment experts.

The author evaluated pioneers in Mission Related Investments with all different strategies: Sustainable investments, Engagement and Impact Investments. Seven foundations from different countries are included. Beside the facts of the implemented strategy also the driving factors and recommendations are discussed.

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Ingeborg Schumacher works at the Center of Excellence for Foundation at Bank J. Safra Sarasin and is an expert in Mission-Related Investing and sustainable investment strategies of foundations.

She has a broad International Network in Responsible Investing (fund and service providers). During her time as an independent service provider she has also developed strategies on Responsible Investing, including best-in-class analysis of funds, development of services and advisory.

She has 12 years of investment experience in Asset Management and was a founding member of a team for environmental and social company screening within UBS. Furthermore, she is an internationally respected expert for Socially Responsible Investments, member in different national and international expert panels and investment councils. In addition, she is a member of the board of the German Social Investment Forum (Forum Nachhaltige Geldanlagen). She has a PHD in Business Administration at the University of St. Gallen.

17.45 - 20.00

Receptie Campuszijde

Wed, 29 Oct 14 (Day 1  )  

08.30

Receptie Campuszijde

09.15 - 10.30

Stoa
 
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Emanuele joined CDP in 2011 to manage and expand its engagement with signatory investors. In 2013, CDP has the support of 722 institutional investors and Emanuele works with these organisations to promote the development and delivery of new investor led research activities and engagement projects that advance CDP’s mission. He leads the analysis and research for institutional investors, policy makers and corporations, with the aim to support investors in factoring environmental externalities in their investment activities and drive action towards a low carbon and more sustainable economy.
Before joining CDP, Emanuele worked at Bloomberg as an Equity Specialist covering the European buy-side markets and at KPMG as Environmental Consultant. Emanuele studied international business and finance at Bocconi University , Norwegian School of Economics and ITAM and he has an MSc in General Management and a CEMS MiM in International Management.

• Current risk systems are blind to the known uncertainties, and underestimate the specific risks involved • Scenarios help make the uncertainties explicit. See for instance the Delta Scenarios • This helps to minimise the downside risk and at the same time helps to see the upside opportunities for specific sectors and investment categories.
PicturePaul developed his expertise at Shell Group Planning in London, at the Royal Netherlands Academy of Arts and Sciences in Amsterdam and at Global Business Network. Through De Ruijter Strategy, Paul has been involved with international strategy projects with clients ranging from cities, NGO’s, ministries, industry associations, multinationals and global institutions. Paul is Executive Lecturer Scenario Based Strategy at Nyenrode University, and teaches at Delft University of technology (Masters in Business in Energy Systems) and at the University of Amsterdam (Risk Management). He is a renowned speaker at international conferences and seminars. Together with his team at De Ruijter Strategy, Paul was involved in a large number of scenario based strategy projects, including: “Vision 2020” for pension fund ABP, “The great exodus” for the Netherlands Ministry of Internal Affairs, employers organisations and labour organisations, “Energy Efficiency in Buildings” and “Biotechnology scenarios 2000-2050” for the World Business Council for Sustainable Development, “Defense Explorations” , “Justice the Day After Tomorrow”, “National Security” en “The Electronic Citizen” for several Dutch ministries, “Viewing Futures”, “The Future of Financial Transactions”, “Interest Scenarios” for Rabobank and several trajectories for cities such as Amsterdam and Utrecht. He is co-author of a book about business opportunities in South-Africa (1992), a book about Industrial Policy in the Netherlands (1999) and a book about scenarios at Rabobank (2004). He has written a chapter in Scenarios for Success (2008) and was the lead author of a handbook on scenario’s for the public sector (2004) of a book about scenarios and strategy for industry associations (2006) and of a handbook for the strategist (2011). He latest book “Scenario based Strategy: Navigate the Future” was published in June 2014.
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Max is partner at the South Pole Group, a global leader in measuring and reducing climate impact.
In just 8 years, the company helped its clients reducing over 50 million tonnes of CO2, triggered over EUR 6bn investments into renewable energy projects, and enabled the creation of 20’000 jobs in developing countries.
In 2010, Max pioneered the leading methodology for climate impact assessments of investment portfolios. It became the backbone of the largest database on company emissions GHG in the market, feeding into multiple investment analysis tools and services. Clients include some of the world’s leading asset managers and institutional investors such as pension plans, foundations and trusts, as well as private banks and research institutions. The solution is also available via Bloomberg Terminals and via YourSRI.com to investors.
Max currently leads the two EU funded GHG financial accounting projects and is engaged in several industry organisations dealing with GHG accounting, including the “2 degree investment initiative”. He frequently publishes on the topic.
Prior to starting CNI, Max worked in equity and fixed income research capacities as well as in business development with Capital Group Companies in Los Angeles, Toronto, Tokyo, Geneva and London.
In his past, Max was an academic researcher and worked with a Member of the European Parliament. He holds a PhD in History from the University of Cambridge/ UK.

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Anette Andersson is working as a Fund Manager and ESG Investment Specialist at SEB Wealth Management with 158 bn Euros under management. She has more than 20 years of experience for the financial industry. Since 2006 she has been working with Swedish equity-funds specializing in sustainable investments.
SEB was founded 1856 and is one of the largest Swedish banks presence  in 20 countries. The Green Bond concept was developed in 2007/2008 by SEB and the World Bank as a response to increased investor demand for engagement in climate-related opportunities.

9.15 - 10.30

Auditorium
 
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Arthur is a Founding Partner of Total Impact Advisors. Our clients are the major Foundations, UN bodies and the world's leading social entrepreneurs. Over his career he has held senior positions in both "for profit" and "not for profit“ enterprises (the latter a term he passionately dislikes).
Arthur is a recognized innovator in social finance (http://bit.ly/of3jE9) and frequently invited to speak and write on innovative financing vehicles for social purposes.
Working with the worlds leading Social Entrepreneurs he has wide experience across many of the issues in the "social " space. As one of the Pioneers in the Impact Investing space since 2005 he is credited with Innovations profiled as best practice including with Deutsche Bank one of the first layered financing structures (The Eye Fund) noted as "one of the top twenty ideas in new philanthropy" by Fast Company Magazines and the Social Impact Bond - one of his current foci is now working with leading lawyers and consultants in  developing on that idea to create a move to full multi stakeholder outcome models. He believes the opportunities in Impact Investing are much larger than people think but that many of the challenges are Cultural rather than Financial.
Prior to his current roles with Total Impact Advisors he was a Leadership Group Member of Ashoka the world's largest supporter of social entrepreneurs. At Ashoka he was Global Head of Social Financial Services, serving four years in DC / New York and London. Arthur has been instrumental in encouraging and writing the business case for  major global finance firms (including JPM)  to enter the business of social investing in order to improve the way social capital is allocated and deployed. He is also deeply involved in the conceptualisation and creation of new legal hybrid structures including getting legislation passed  to encourage social investment - most notably the L3C in the US and the SELLP in the UK. He has and continues to advise a range of global  social entrepreneurs and civil society  on financing structures - an area Total Impact has christened Policy Finance , indeed with the leading Sanitation economist from the World Bank writing the first UN report on the move to Outcome Models and Impact Investing.
Prior to working in Impact Investing - Arthur worked for over 20 years on "the dark side" - Merill, Coutts , Kleinworts and held senior positions in Product Development and change management  - earlier in his career he also worked  as an institutional finance  specialist in US Aerospace Defence and Geopolitics where he witnessed the end of the Cold War.One of his desires now is to address the warming peace.   Arthur is a regular publisher (the Brutus Column)  and speaker at leading global academic institutions as well as industry forums on social finance. Married to a Norwegian  he has a BSc Hons - (Econ) from the London School of Economics and an MBA from SDA Bocconi (Italy) and HEC (France).

PictureAstrid is the managing partner of Social Impact Ventures NL, an investment organisation that provides both growth financing and hands-on venture assistance to social enterprises in the Netherlands. Astrid started her career in mergers and acquisition at McKinsey and ABN AMRO. Whilst completing an MBA at London Business School, she first became active in the social enterprise market when organising the Global Social Venture Competition. During her 10 years in the UK, she worked as COO for Belu Water, a social enterprise in London and at GoodBrand, a social business consultant for various European companies. She is highly passionate about driving the market for business with a positive social and/or environmental impact as well as a financial return, proving ‘that it can be done!’ Astrid has an MSc in financial economics from the University of Amsterdam and a MBA from London Business School.
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In her role Johanna is responsible for implementing Zurich's responsible investment strategy for the company's USD 200bn portfolio of group assets. Prior to joining Zurich Insurance Group, Johanna has held positions with RobecoSAM and the Austrian Embassy in the US.
Johanna holds an MA in Law and Diplomacy from Tufts University – The Fletcher School of Law and Diplomacy and a BA in International Affairs and MA in International Affairs and Governance from University of St.Gallen.

 

 

 

 

Impact investing in 100% of your portfolio:

  • which impact?
  • choices to make
  • financial and social performance
  • asset allocation with different asset classes/balanced portfolio
  • case study: Dutch Foundation Iona. step by step approach, balance social impact and financial return

 

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2014-2007 Partner, DoubleDividend, investment management company
• Manages portfolios of high networth individuals and foundations
• Advising pension funds and insurance companies on responsible/impact investment 2007-1999 Manager, KPMG Sustainability Advising asset managers, pension funds, banks on SRI member of Expert Panel PRI

 

09.15 - 10.30

Aurora
 
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Building on her 20 years’ experience in sustainable development finance, both in operations and evaluation capacities, Gudrun Timm uses her capital markets expertise with a particular focus on Corporate Governance, banks and private equity funds to support corporates and private equity firms to work on their Corporate Governance structures and practices. She has a profound knowledge of Asia, is fluent in Chinese and English, as well as her native German. Gudrun joined DEG, Germany´s KfW s private equity arm for Emerging Markets, in 2001 and has contributed to building the African, Central and East Asian portfolio. She structured more than 30 long-term investments totalling approximately 300m EUR with above-average financial and significant developmental returns. She also served as innovation manager and director for economics, evaluation and development policy until 2013. Her career started with Dresdner Bank AG and Kreditanstalt für Wiederaufbau (KfW). Gudrun majored in economic studies and Chinese culture and philosophy at the universities of Bonn and Nanjing, PRC and holds a master´s degree of Bonn university.

Steven will speak about some of the challenges in designing and implementing PE fund in fragile and conflict affected states in Africa, Middle East and Eastern Europe. He will also discuss some of the financial and impact opportunities in working there as long as investment fund is designed to capture opportunities in these market and can overcome perception gap associated with such environment.

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Steven Lee is fund manager of IGNITE Fund, 25Million Euro target closed ended private equity investment vehicle. Steven has MBA from INSEAD and Master of Aerospace Engineering from Georgia Institute of Technology.

 

 

 

 

 

From the angle of his personal experience in Brazil, Maurik will highlight the excellent opportunities there are for investing in renewable energy (e.g. hydro, biomass, wind and possibly solar) in emerging markets. He will then enter into the specific challenges and risks of investing in emerging markets (finance, regulations, delays) and provide practical recommendations, among others on financial structures and need for local partners.

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Maurik Jehee holds a Master in Aeronautical Engineering at Delft University of Technology (NL), complemented with an MBA in Management of Sustainable Development at Fundação Getúlio Vargas, São Paulo and an Executive MBA at Business School São Paulo. He is specialized in financial structuring of sustainable businesses and the low carbon economy and brings in more than 15 years of experience in Corporate and Investment Banking in multinational banks like ABN AMRO and Santander. Mr. Jehee is an innovative professional and entrepreneur, with broad experience in new business development. Currently responsible for Rio Bravo’s Private Equity fund’s investments in hydro power.

10.30 - 11.15

Receptie Campuszijde

11.15 - 12.30

Auditorium
 

In cooperation with VU University Amsterdam

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Harmen Verbruggen is Professor of International Environmental Economics at the VU University Amsterdam, Department of Spatial Economics. He is past Dean of the Faculty of Economics and Business Administration, and past Director of the Institute for Environmental Studies at the same university. Harmen Verbruggen’s major field of specialisation is the interplay between development economics, international economic relations and environmental studies. His research interests cover the interrelationships between environment and international trade, the international coordination of environmental policies, environmental policy instruments and clean technology. Harmen Verbruggen served as Member of the Supervisory Board of Netspar (Network for Studies on Pensions, Ageing and Retirement); Chair of the Interdepartmental Working Group (IBO) Government’s Policy on Nature, Ministry of Finance; Member of the Board of the Amsterdam Center for Entrepreneurship (ACE), Member of the Scientific Committee of the Manure Act (CDM); Chair of the Programme Committee Environment and Economy of the Netherlands Organisation for Scientific Research (NWO) Research Programme; Member of the Committee Sustainable Development of the Social Economic Council (SER); Consultant for UNCTAD and OECD on International Trade, Environment and Development Issues.

Japp will present the case where a fund wants to take their first steps in the field ESG. The starting point is a market cap benchmark. How can a fund move into the direction of ESG? What risks do they need to consider and does that fit into their investment beliefs?

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Jaap Hoek is Portfolio Strategist at Robeco. Before joining Robeco in 2013, Jaap worked as Director Benelux Fixed Income Solutions Sales at Rabobank. He moved to Rabobank in 2011 having held several positions at Robeco before. Jaap started his carrier in the investment industry in 1996 as a quantitative researcher at IRIS. In 2001 he became Portfolio Manager Fixed Income where amongst others he was responsible for Robeco’s LDI funds. Jaap holds a master degree in econometrics from Erasmus University.

11.15- 12.30

Stoa
 
  • How to support investors in translating large volumes of ESG data into analysis they can use for investment decisions
  • What type of data are investors mainly looking for; what are the current trends in this respect?
  • Examples of and trends in company responses to investor requests for ESG data
  • Observations on direct shareholder engagement outside the formal reporting framework

 

 

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Hazel is the lead industry analyst for the healthcare sector, and specializes in pharmaceuticals. She is involved in conducting research and analysis of high profile companies within the sector and has co-authored Sustainalytics’ industry reports on the industry. Prior to joining Sustainalytics, she worked for various non-governmental organizations in the Netherlands and abroad, in the fields of development cooperation, human rights, and corporate responsibility. She performed a wide variety of tasks ranging from research to project management. Hazel has a keen interest in sustainability, economics, and responsible investing. She holds a bachelor’s degree in Geology and a master’s degree in Political Science and International Relations, both from the Free University of Amsterdam. She has also completed a finance course at the London School of Economics.

11.15 - 12.30

Aurora
 
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Tatiana is a social entrepreneur, sustainability practitioner and change strategist. She supports entrepreneurs and intrapreneurs in creating a healthier society and economy. Tatiana is co-founder and director of Impact Hub Amsterdam where she leads the team and works hands-on with member entrepreneurs to support them in developing and scaling their enterprises. She has been active in co-shaping the global Impact Hub network’s development and is currently on the global strategy team. Tatiana is also co-founder of Waterlution - a water learning initiative, and runs a small sustainability consultancy practice. Tatiana holds a MSc in Responsibility & Business Practice, a dual degree in International Business & Entrepreneurship. Her background is diverse and multi-sectored: spanning work in a global financial institution, a family-run manufacturer, a national NGO, with and within the European Commission, as a freelance corporate social responsibility consultant and several roles in social enterprise. Tatiana is Dutch-Croatian, brought up in Canada and currently based in Amsterdam.

The EcoRegion concept is a unique platform for large scale, green regional development that fast tracks economic growth, preserves the environment and distributes wealth to local people using Eco-Tourism and other Green Businesses as an economic motor.
We are at the right place at the right time. With two existing EcoRegions of totally 28 000 ha on Lombok and Sumbawa and a planned expansion of 3-5 new regions appointed by the Indonesian Government we have a unique opportunity to develop some of the most pristine locations in the world’s largest archipelago. 
With business opportunity’s spreading from real estate development, supply of green energy and infrastructure to agriculture, fishery and wholesale we’re inviting a wide range of partners and investors to join us and the Indonesian government in the creation of the New Green Indonesia.

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Marie Eriksson is one of the Directors of Eco Regions Indonesia. She is an experienced entrepreneur with over 15 years practice in setting up a wide range of businesses and project organisations.
She is specialised in sustainable real estate development and planning. Marie has previously been CEO for real estate developments in Stockholm and before that she had a prominent role for six years with regional development for the County of Stockholm.
• Co-Founder and CEO for several Swedish Real Estate Development Co.
• Responsible for activating EU-funds for the Region of Stockholm on behalf of the Government, the County and Municipalities.
• Founder and CEO for a female network – made 3 reports about the lack of female investors and initiated the first Swedish fund with female investors.

The presentaiton will focus on:

  • The Renewable Low Carbon Society - Demand Side Management
  • Automatic purchasing machine for consumers
  • The ability to choose analog to all other industries selling consumer goods through chain stores
  • Demand / Response
  • Transferring the “Renewable price premium to energy producing co-owners”
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Founder & CEO of XTN Group/Strategisk Forretningsutvikling AS
• Working with Demand Side Management in the Energy Industry
• A professional engineer from Purdue University, Ind., USA.
• A serial entrepreneur previously founded companies within: (1) Proactive Intelligent Video Surveillance to Railways and Airports in Norway; (2) Games on Demand to consumers in Norway, Sweden, Denmark and Germany.
• Matured through the management ladder of large companies like Exxon, Norsk Hydro. One of five that founded the oil & gas division in Norsk Hydro
• A major in the Norwegian Armed Forces having served as an Intelligent Officer / Liaisson Officer to the Prime Ministers Office and/or Chief of Police, having held the highest security clearance.

The nonprofit 501(c)(3) tax-exempt-status Litus Foundation was formed to help slow global warming and to adapt to it. Many recent climate change reports establish that, unless greenhouse gas emissions are quickly and radically cut, we face a very hazardous future. The focus of the Litus Foundation is on helping birth new technologies that can be quickly implemented to reduce greenhouse gases. 

Up to 60 % of man-made CO2 is said to come from all internal combustion (IC) engines. For over 130 years, every time a piston engine has run, 30% to 50% of fuel energy has been dissipated through water- or air-based cooling systems and general radiation. This waste should not continue. 

As a first major project, the Litus Foundation is supporting the development of extreme-efficiency uncooled engines, for all applications and fuels. They do not yet exist. According to the Sandia Combustion Laboratory, no one else is working on them; people are not aware that they are possible. Uncooled engines would reduce current energy use, operating costs and CO2 emissions by half or more; be two to ten times lighter and smaller; nearly silent; and more reliable. 

Once available, long-life uncooled engines, with production costs roughly equivalent to today’s, would replace cooled engines within fifteen years, reducing total man-made CO2 by up to 35%. During a transition to uncooled, the global engine market will be worth much more than today’s over $350 Billion annually. Halved fuel use will make oil and gas reserves last longer. Uncooled engines seem inevitable.

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Mitja Hinderks is the founder of the Litus Foundation and inventor of many of the concepts which are the core of the engine project. He is the Foundation’s temporary CEO, and Head of Project Research & Design. In addition to extensive work on un-cooled and cooled engines, his mechanical activity includes research and patenting of high-temperature exhaust emission systems, low back-pressure mufflers, and new-generation band brakes for high-load applications. 

Recent research and design on CVT's with no power limitation, hybrid electric drives, advanced vehicles, hybrid-drive aircraft, and hydrofoil marine craft are published in his US and international patents. In the late 1980's he consulted for the Champion spark plug company on applications for ceramic materials in engines. 

Trained as an architect, major projects included a 1,000-bed teaching hospital, the refurbishments of DC's Union Station and Press Club Building; design development of Frank Gehry's LA Walt Disney Concert Hall. He was briefly a photographer, with pictures on the 70's London scene soon to be published in books, including by Taschen. He studied mathematics, physics, chemistry, the environment and mechanical engineering with the Open University in England. 

Previously, after matriculating, he studied architecture at the University of Cape Town and later at the Regent Street Polytechnic in London. He has a good knowledge of German, Swedish, French, and Dutch, and maintains an interest in the arts and sciences. He holds dual US and UK citizenship.

  • For profit cultural authentic high end eco-lodges in 5 top locations through-out the country
  • A non profit hospitality school under management of alumni from the Lausanne Hotel School Switzerland
  • Provides high social returns to the local community
  • Generates solid financial returns even under conservative assumptions
  • Ensures experienced management team with knowledge of Bhutan, the hospitality industry, finance, marketing and heritage conservation
  • Fills an important gap in the high-end luxury travel market in Bhutan.
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Dr. Rieki Crins is a cultural anthropologist and specialized on the Himalaya kingdom of Bhutan. Next to her academic work, she co-founded (together with her husband Robert Rubinstein) the company Brooklyn Bridge back in 1999.. For 4 years Rieki was the conference manager for TBLI Group and organised conferences in Europe and Asia. The last 24 years Rieki has been working in the travel-industry, she designs and guides high end cultural trips to Bhutan, Eastern Himalaya (Sikkim), Rajasthan and in the 90’s in Zimbabwe and Botswana. This experience of working in the travel world has let to her to the project that she is doing today: to combine her passion of bringing into practice true sustainability in the tourist sector, preservation of cultural heritage, zero emission building practicing, creating jobs. To bring this passion into reality she is now setting up luxury Eco-lodge’s in Bhutan and a community hospitality college. Rieki founded the Learning Exchange Foundation in 2009 The aim of Learning Exchange Foundation is to promote knowledge of Bhutanese culture and to learn from and experience its unique holistic lifestyle and world-view. From the Northern side, the aim is to provide Northern expertise to Bhutanese Institutions and Companies in need of know-how to render their work more successful and sustainable. The first project of the foundation is to set up a community hospitality college in Paro Bhutan. In 2013 she set up the Bhutique Hotel group BV to realize 5 ecolodge’s in Bhutan .

The education sector sadly seems to be the laggard in innovation and using technological opportunities to radically improve the development of skills and knowledge that the 21st century will demand from our children. Yes technology has entered the classroom, but in support of the old structures. o4NT (education for a new era) had created a totally new educational system with tablet-based support in learning and planning. With 7 schools starting in 2013, 15 more started after the summer in 2014, having developed the concept and proving its merits. Dutch policiymakers and top-senior people in Google, Apple and Microsoft have identified the concept as unparalleled. The operation needs to be rapidly scaled up to meet the international interest, both technically as well as operationally. With an average op 17k per school per annum and a projected 1.500 schools in 2017, the company has enourmous potential. The national operation is well funded but an investment of € 1 mln is needed to speed up the international expansion and securing the pole position in this beautiful market.

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Dutch native Gautier started his career with Reed Exhibition Companies in the US and after being CEO of the Reed operations in Holland and Belgium, became deputy director at Reed Elsevier's publishing operations in Amsterdam at 29. After leaving Reed he owned and sold several companies and became Publisher and CEO of De Groene Amsterdammer, a leading weekly magazine. He left in 2014 to become involved with the SteveJobsSchools concept, started by Maurice de Hond. He will take responsibility for the international roll-out of the concept and supporting technologies.

 

 

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Mr Gilad Regev became the founding CEO of Windfire after a long career in investment banking in Europe, specialising in emerging markets in the Baltics and Russia. He has advised on large-scale projects in the energy, real-estate, logistics and banking sectors, and gained extensive experience of working with large institutions such as Citi, ABN AMRO/RBS and Bar-Cap as well as with private equity investors. Gilad’s experience of working across contrasting cultures in highly uncertain and volatile markets has led him to his current position leading a renewable energy shift in Europe.
 
Windfire works on changing the future of distributed renewable energy (“DRE”) a change which depends on making local energy generation commercially and aesthetically viable, without reliance on government subsidies. Windfire goal is to become a global leader in DRE solutions. Windfire provides distributed generation in the form of high performance, “community sized” unique vertical axis wind turbines (“VAWT”).  
 
Gilad is an associate member of the Green Business Task Force of United Nation ESCAP Business Advisory Council at a capacity of DRE expert. 
 
Gilad obtained a BSc in Mechanical Engineering degree from the Technion and an MBA from Norway’s BI. He has lectured at the Stockholm School of Economics in Riga and sits on several advisory boards. 
 
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