08:00 – 09:10
Registration and Exhibition
Registration and opening of the Impact Investing exhibition which showcases all the latest innovations in impact investing.

09:10 – 09:15
Welcome
Introduction by the conference chair, Karen Shackleton.

09:15 – 09:30
Keynote
Impact investing: a global perspective
The GIIN Annual Impact Investor Survey provides data and insights on impact investors’ motivations, activities, as well as perspectives on market progress and challenges in impact investing. Katrina will discuss the findings of the GIIN survey which can help inform pension funds and other asset owners when planning how impact investments can be incorporated into their overall investment strategy.

Speaker
Katrina Ngo
Senior Manager for Strategic Partnerships
The Global Impact Investing Network

09:30 – 10:10
Panel
Expectations from impact
Our panel looks at the journey an asset owner takes when considering allocations to impact. What drives the decision to invest? What do investors look to achieve?

Moderator
Katrina Ngo
Senior Manager for Strategic Partnerships
The Global Impact Investing Network

Panellists
Simon Bond
Director of Responsible Investment
Columbia Threadneedle Investments

Bella Landymore
Senior Policy Advisor, Social Impact
Government’s Inclusive Economy Unit

Duncan Whitfield
Strategic Director of Finance & Corporate Services
Southwark Pension Fund

Seb Beloe
Partner and Head of Research
WHEB Asset Management

10:10 – 10:30
Presentation
What does success look like?
Choosing to invest in impact can mean that a number of factors have to be taken into account when assessing the outcome of a strategy. What does success look like? How do you balance the financial and non-financial outcomes when investing and assessing success in listed assets?

Speaker
Joy Perry
Investment Director
Wellington Investment Management

10:30 – 11:10
Round Table Discussion
Embedding impact into a portfolio
How should institutional investors incorporate impact into their investment strategies? What are the challenges that need to be faced?

Introduced by Robert Holloway, Pensions Secretary, LGA

 

11:10 – 11:40
Coffee

 

11:40 – 12:00
Presentation
Private debt – matters of scale and impact
Impact investing is frequently associated with the private markets investment space. What are the criteria for success in this area of investment, and how can investors ensure that they can achieve their investment and impact goals?

Speaker
Ominder Dhillon
Global Head of Institutional Distribution
M&G Investments

12:00 – 12:40
Panel
Measuring outcomes from impact investment
Impact measurement is central to evaluating the effectiveness of impact strategies. The panel looks at the process of establishing investment goals, pre-investment assessment, on-going monitoring and evaluating outcomes.

Moderator
Dawn Turner
Former CEO
Brunel Pension Partnership

Panellists
Guillaume Mascotto
Head of ESG and Investment Stewardship
American Century Investments

Aaron Pinnock
Impact Investment Analyst
Church Commissioners for England

Sarah Forster
CEO
The Good Economy

Owen Thorne
Investment Manager
Merseyside Pension Fund

12:40 – 13:00
Interview
Setting up a thematic impact portfolio
Impact investors understand the need to achieve appropriate returns for a given investment strategy. Our speaker discusses how to incorporate the various risk, impact and financial return objectives of investors when designing an impact portfolio.

Speaker
Maxime Le Floch
Investment Analyst
Hermes Investment Management

 

13:00 – 14:00
Lunch

14:00 – 14:50
Case Studies
Direct practical experience of the opportunities identified, and challenges faced when getting impact strategies off the ground.

Moderator
Alex Noble
Director
Noble Associates

Speakers
Ed Simpson
Investment Director
Gresham House

John Williams
Investment Director and Head of Property Funds
Resonance

Stephane Lamoine
Chief Executive Officer
TEO

14:50 – 15:00
The Impact Investing Institute
Putting the pieces in place
The Impact Investing Institute was established in June 2019 to advance impact investment in the UK. CEO Sarah Gordon outlines how the Impact Investing Institute plans to drive increased investor allocations to impact strategies.

Speaker
Sarah Gordon
CEO
Impact Investing Institute

15:00 – 15:20
Interview
Setting up a social impact portfolio
Our speakers discuss how best to incorporate the risk, impact and financial return objectives of impact investors, with a focus on the particular requirements of social impact strategies.

Moderator
Karen Shackleton
Founder
Pensions for Purpose

Speakers
Philipp Essl
Senior Social Impact Director
Big Society Capital

Stuart Fiertz
President
Cheyne Capital

15:20 – 15:50
Round Table Discussion: Choosing an impact strategy
Which areas of impact are most likely to be introduced at pension funds: social, economic, environmental? Which asset classes are most suited to impact strategies? How can investors best balance risk, impact and financial return?

Introduced by Nick Spencer, Gordian Advice

 

15:50 – 16:10
Coffee

 

16:10 – 16:30
Presentation
Impact as a driver of investment returns
Our presenter looks at the factors behind the considerable growth in impact investment. Why is there now such an interest in impact investing? Is investment performance the main driver of investment decision-making?

Speaker
Jonathan Bailey
Head of ESG Investing
Neuberger Berman

16:30 – 17:10
Panel
Sourcing opportunities
As impact investment grows in popularity, so too does the range of investible opportunities. Is there sufficient accessibility to suitable vehicles, and how can pension funds identify new sources of impact strategies?

Moderator
William Bourne
Independent Adviser

Panellists
Gina Wilton
Origination & Structuring Manager, SME Alternative Financing
BNP Paribas

Abbie Llewellyn-Waters
Fund Manager, Global Sustainable Equities
Jupiter Asset Management

Debbie Fielder
Deputy Head
Clwyd Pension Fund

David Hickey
Portfolio Manager
Lothian Pension Fund

17:10 – 17:30
Closing Address
Andrew Mitchell, Founder and Senior Adviser, Global Canopy
Andrew is an international thought leader on natural capital finance and tropical forests. In 2017, he established the consultancy Equilibrium Futures, to provide strategic advice to family offices, asset managers, and banks on risks and opportunities linked to natural capital in their philanthropy and finance. Andrew is the Senior Adviser to Global Canopy, an international think tank he founded in Oxford in 2001 and leads its work on developing landscape green bonds.

17:30 – 17:40
Pensions for Purpose Awards Presentation and Conference Close
Conference close and Pensions for Purpose Awards Ceremony.

 

17:40 – 19:00
Drinks in the exhibition area

19:00
Dinner at Natural Kitchen