TBLI Events 2018-2019

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Tagged under: impact investing esg investing

TBLI is the worlds leading authority on ESG and Impact Investing and has been curating content for TBLi Conference, for over 20 years. Now TBLI will be expanding ESG and Impact outreach to Family Office Events. Meet Family Offices and other Asset Owners.

Here are the dates for upcoming TBLI Impact Events. Free Attendance for all Asset Owners of  Conferences:

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TBLI CONFERENCE™ EUROPE | June 12-13, 2019 Volkshaus Zurich, Switzerland. Reduced Fee Attendance for all Asset Owners.

TBLI CONFERENCE™ Asia | Nov. 7-8, 2019 SMU, Singapore. INVITATION ONLY

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April 9-Zurich - 1/2 day Investor Salon-Theme: Equity/Fized Income/Hedge Funds

May 16-London - 1/2 day Investor Salon-Theme: PE/RE

June 12-13-Zurich - Investor Salon @ TBLI CONFERENCE EUROPE - Theme: Investor Salon

Sept. 24-London - Investor Lunch - Theme: Impact

October 17: Dubai - 1/2 day Investor Salon-Theme: Investor Salon

November 7-8:Singapore - Investor Salon @ TBLI CONFERENCE ASIA - Theme: Investor Salon

 

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TBLI Inspiration Weekend Scotland | Glen House Castle, near Edinburgh March 22-25, 2019, and Sept. 20-23, 2019

TBLI Inspiration Weekend Italy | Villa Cagnola, near Milan, May 17-20, 2018 

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TBLI VIP Dinner- TBLI is organising a private Impact Investing dinner Oct. 2 Amsterdam

Planned Family Office Events with Prestel & Partners:

Please This email address is being protected from spambots. You need JavaScript enabled to view it. if you want to discuss participation or sponsorship at any of our events.

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Major new alliance of religious investment funds creating a better and fairer world

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Tagged under: faith investing esg investing

 

 

Major new alliance of religious investment funds creating a better and fairer world

November 2, 2017:
Launch of the Zug Guidelines to Faith-consistent Investing. Photo ARC: Mike Shackleton

ZUG, SWITZERLAND: November 2, 2017: A global movement aimed at shifting billions of dollars of faith-based investments into initiatives supporting sustainable development and the environment has been launched following a unique three-day meeting of faith leaders and financial investors in Zug, Switzerland. 

By unanimous agreement among participants at the Zug Faith in Finance meeting, an alliance will be created to spearhead this movement and develop faith-consistent investment goals. Participants included more than 30 different faith traditions from eight religions, representing over 500 faith investment groups and trillions of dollars in assets, as well as senior United Nations figures and leading impact investment funds. 

“It will enable faith groups to share information, experience, knowledge, research and resources to ensure they put their investments and assets into initiatives to help create a better world for all. This initiative is backed by the UN and by many traditions within the religions,” said Martin Palmer, Secretary General of the Alliance of Religions and Conservation (ARC), which organised the meeting. 

“The new alliance – so new it hasn’t even got a name yet – will develop a faith response to the challenge of the UN’s Sustainable Development Goals,” he said. 

The alliance marks a huge shift from the tradition of religion saying, for ethical reasons, what they won’t invest in (for example, tobacco, weapons, pornography, fossil fuels) to a proactive policy of ensuring faith assets and investments will have a positive “faith-consistent” impact – making money work for good, while still bringing in the returns that faiths need to fund their activities. 

 
The Faith in Finance meeting launched the Zug Guidelines to Faith-Consistent Investing with a dramatic procession through the medieval city of Zug, and in partnership with the Swiss Impact Investment Association. 

This, the first collection of guidelines by eight major faiths, gives an unprecedented overview of where religious investment is placed now. It highlights what principles each tradition calls upon when it decides its investment priorities, and in many cases makes a statement that a good proportion of the money should where possible be invested in environmental and sustainable development. 

Palmer said: “The long-term impact will be to empower faith groups – and the billions of people who make up their congregations – to decide how to use their investments, their pension funds and their assets to create a better world, one that as Cardinal Turkson says, responds to two cries, the cry of the poor and the cry of creation.” 

Cardinal Peter Turkson , who was recently asked by the Pope to head up a powerful new agency in the Vatican with the task of “promoting integral human development”, flew from Rome to attend the meeting. 

 
He said that when in 1993 he was appointed Archbishop of Cape Coast in Ghana he looked at how many of the churches were funded – by donations and grants, which were not only decreasing, as missionary organisations decreased, but which was also a very unequal model. 

He realised then there had to be a new form of access to capital for churches to support their own activities, and he set about campaigning and acting to bring this about. 

“I brought that experience in Ghana then to what I do in the Vatican now,” he said. “And I believe very much in education of people in how to invest money, and in how to make informed choices so what you invest in is something good.” 

There are many trillions of dollars of investment funds owned by the faiths around the world. In 2016 a Georgetown University study suggested that the value of religious goods and services in the US was around 1.2 trillion and that the household incomes of religiously affiliated Americans was around $4.8 trillion. The global figure will be many times greater. 

“We have known for some time what the faiths were against in their investments,” Palmer said. “But now we – and they – have a much better idea of what they are for.” 

The new alliance has been welcomed by the United Nations. Opening the Faith in Finance meeting, Elliott Harris, UN Assistant Secretary-General, UN Environment Programme, said: “The governments have made a public political commitment to the sustainable development goals and we now have to hold them accountable to that. But we realize that this agenda is far too complicated to leave up to the governments. They cannot do it alone. 

“Your Zug Guidelines to Faith-Consistent Investing set out what the faith-based organisations are for, as contrasted with what they are against, how your values translate into value-based investment decisions. I encourage you all to work with us and we with you to make this sustainable agenda a reality. That, I think will be one of the great achievements of this generation.” 

No sooner were the guidelines launched on October 31 than several key faith groups from Europe and Asia requested that they join the movement and create their own investment guidelines.

LINKS

More background, presentations and talks as well as the pdf version of the Zug Guidelines are available from the Zug event page

Link to photographs from the event

Background

Much of the good works (schools, hospitals, care centres, poverty alleviation programmes etc) of any religion is funded by the faith’s investment programme. 

There has always been a level of negative screening – many religions are clear what they will not invest in, which sometimes includes alcohol, weapons, tobacco, and more recently fossil fuels: faiths won’t invest in “bad” industries. Every year for the past 20 years this movement has been gaining momentum, and religious organisations have also used their role as shareholders to push for and publicise change. 

But now, many religious investment departments are taking a further path. Instead of just saying what they are against, dozens of faith finance groups are now saying what they WILL invest in, in order to make the world a better place and align their money with their values. 

The meeting was held in collaboration with the Swiss Impact Investment Association (SIIA) annual summit. SIIA have already asked to join the alliance and offered to host an annual faith in finance programme at their summit. 

It took place at the beautiful Lasalle Haus Jesuit Centre in the hills outside Zug, eastern Switzerland. 

Notes to editor: ARC is a secular body founded in 1995 by HRH Prince Philip that helps the major religions of the world to develop their own environmental programmes, based on their own core teachings, beliefs and practices. It is the main partner for the UN in working with the faiths on the SDGs. www.arcworld.org. 

It is sponsored by the Charles Stewart Mott Foundation, the Pilkington Foundation and WWF-UK as well as Earth Capital Partners, Hermes Investment Management, Linius Capital, Rathbone Greenbank Investments, Resilience Brokers, Sarasin & Partners, Tribe Impact Capital, Triodos Investment Management, WHEB. 

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TBLI VIP Impact Dinner Paris

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Tagged under: impact dinner tbli dinner

TBLI VIP IMPACT INVESTING DINNER- Dec. 13 Paris, France (During Novethic Summit)

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Book Today. Limited space.

TBLI Foundation is organising an Impact Investing private dinner as fund raiser for its work in building a global community of Values Investors. The dinner will be for a small group of thought leaders (25 max.). The goal is to support each other in our ambition of scaling up Value(s) Investing.

You will enjoy the food, company and conversation. The location will always be warm, comfortable, refreshing with delicious food and wine.
Come meet your peers, in a trusted environment, who share a passion of using investment to improve society and the environment, as well as making money.
The costs for attending the dinner are Euros 295,—

Join our special TBLI VIP dinner on Dec. 13 at 19:00, in Paris. Location will be private Club Cercle de l’Union Interalliée 

Please RSVP for Paris Dinner to guarantee your seat as we have only a few seats left.

If you would like to make an additional contribution to TBLI Foundation, just chose pull down menu of 500 Euros increments.

Please register quickly, as we have limited space.
If you have any questions please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it., or call +31204286752

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Family Office Forum

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Tagged under: family office

TBLI and Prestel & Partners are joining forces.

After 20 years of bringing cutting edge content to the financial sector, onESG and Impact Investing, TBLI Conference has decided to join forces with theleading family office forum, Prestel & Partner. TBLI will be responsible forESG and Impact Investing Content Development topics at Prestel & Partner events.

Who is Prestel & Partner?

Prestel & Partner has worked successfully with Family Offices & UHNWI over the last 8 years to become the global leader in bespoke Family Office events, as indicated by the number of participating genuine Family Offices. 
They bring together 100+ *genuine Family Offices to each event and guarantee many more investors present than providers. Family Offices & UHNWI attend the Forum to gain knowledge and expertise on best practice in Governance, Investments, and to network amongst peers. Curated topics and an exclusive networking environment facilitate the exchange between families, wealth owners, Family Offices and a few select experts. 
By presenting at the ESG and Impact Investing part of the Family Office Forum of Prestel & Partner, you are assured of meeting a high concentration of decision makers/wealth owners, which are your target audience. Read the report from the last Zurich Event to better understand, who attends.

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Planned Events:

Singapore  5 - 6 December, 2017,  The Fullerton The Asian Forum for 100+ genuine* Family Offices as per our definition below

Dubai 6 - 7 February 2018,The Palace Downtown
Where over 100+ MENA region Family Offices and principals meet

Germany, Wiesbaden 17 - 18, April 2018 
Where 150+ German speaking UHNWI and genuine* Family Offices meet

San Francisco, 11-12th September 2018, The Cabernet Sauvignon Yacht, where 100+ N American Family Offices meet

London 9-10th October 2018, The Dorchester, where 140+ London based Family Offices gather

Zurich 13-14 November, 2018,  Dolder Grand Hotel, The meeting place for 100+ genuine* Family Offices from all over the world 

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TBLI Dinner

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Tagged under: tbli foundation tbli dinner impact dinner

TBLI VIP DINNERS 2017 

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Book Today. Limited space.

 

TBLI Foundation is organising 4 Impact Investing private dinners as fund raisers for its work in building a global community of Values Investors. The 5 dinners will be held in various European locations from Oct.-Dec, for a small group of thought leaders (25 max.). The goal is to support each other in our ambition of scaling up Value(s) Investing.

You will enjoy the food, company and conversation. The location will always be warm, comfortable,refreshing with delicious food and wine.
Come meet your peers, in a trusted environment, who share a passion of using investment to improve society and the environment, as well as making money.
The costs for attending the dinner are Euros 295,— (equivalent amount in Pounds, CHF, or SEK) Just click on the register button for the event that you would like to attend and fill in registration form. 

 

Locations October are:

Sold Out! Register Zurich - October 30, Zurich Haus zum Rüden Locations

Locations November are:

Register Geneva - Nov. 9, Geneva Cercle de la Terrasse 

Register Milan - Nov. 23, Milan Giacomo Arengario

Location December are:

Register Paris - Dec. 13, Paris, Cercle de L’Union Interalliée

TBLI Foundation mission: to help mobilize money flows into ESG and Impact Investing, through conferences, educational services and investor research and tools.

If you would like to make an additional contribution to TBLI Foundation, just chose pull down menu of 500 Euros increments.

Please register quickly, as we have limited space.
If you have any questions please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it., or call +3120428675

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