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• ESG Standards in Private Equity: How SASB’s industry specific standards inform Private Investing

  • When
    16 Jan 2019
  •  
    5:00 PM - 7:30 PM (EST)
  • Location
    Fordham University, Lowenstein Building, Lincoln Center Campus, 113 W. 60th St, New York. Room: 12th Floor Lounge

  Register

  The explosive growth of the Impact & ESG Investment field has created a deluge of information and terminology that is often difficult to decipher especially for investment relevance.  As a cross asset class phenomenon, investors have expressed a desire for consistency, comparability and an industry specific focus on financial materiality.  Please join us as private equity GPs and the Sustainability Accounting Standards Board (SASB) discuss how to leverage industry standards and focus on financial materiality to inform GP due diligence, operational support of portfolio companies, reporting, and marketing to investors. 

  Agenda:
  

  5:00-5:30 pm: Registration & Introductions
  5:30-6:30 pm: Speaker Discussions
  6:30-7:30 pm: Networking
  

  Speakers

  • Jeff Cohen - Institutional Product Strategist, Sustainability Accounting Standards Board   
    

  Jeff Cohen is an Institutional Product Strategist at the Sustainability Accounting Standards Board (SASB). In his role, Jeff educates and partners with institutional investors and asset owners, facilitating dialogue on financially material industry specific ESG topics and metrics for implementation into investment decisions across asset classes. Prior to joining SASB, Jeff was Head of Business Development at Sonen Capital, an ESG & Impact dedicated OCIO. Prior to Sonen, Jeff was a Director of Investment Opportunities at Venovate. Jeff has spent his career working with investors at organizations such as Deutsche Bank, Merrill Lynch, and Gerson Lehrman Group. He holds an MBA from Georgetown University and a BBA from the University of Michigan. Jeff is a CAIA charter holder and Fundamentals of Sustainability Accounting Credential holder. 

  • Vishal Shah - Partner, Hudson Sustainable Investments    
    

  Vishal is a leading expert in the field of sustainability, with over 20 years of experience in the global technology and clean energy sectors. Prior to joining Hudson, Vishal was a Managing Director and Head of Global Clean Tech and Sustainable Investing sectors at Deutsche Bank. Prior to this, Vishal was the Head of Global Clean Research Energy Groups at both Barclays Capital and Lehman Brothers and worked at Morgan Stanley. Vishal has been a trusted advisor to several start-ups in the Cleantech sector and has significant experience in dealing with operational, financial and strategic issues of small/mid-size companies. Throughout his Wall Street career, Vishal has been involved in more than 30 IPOs including Solaredge, Terraform, Enphase, SunPower, JA Solar, Trina and Canadian Solar.

  • Elizabeth Seeger - Director, Sustainable Investing, KKR              

  Elizabeth Seeger oversees the consideration of environmental, social, and governance (ESG) issues throughout KKR's investment process, including the management of KKR’s ESG-focused value creation programs for its portfolio companies. She is also a member of KKR’s Global Impact team. Ms. Seeger was previously a project manager in the corporate partnerships program of Environmental Defense Fund (EDF). Prior to EDF, she was a consultant with the Corporate Executive Board (CEB). She is a 2013 Aspen Institute First Movers Fellow and became a member of the Sustainability Accounting Standards Board in 2017. Ms. Seeger earned a B.A. with honors from the University of Chicago and an M.B.A. from the Wharton School of the University of Pennsylvania. 

  • Avantika Saisekar- Vice President,  Sustainable Investing Wafra Investment Advisory Group
    

  Avantika is a Vice President in the Sustainable Investments Division and works with Wafra’s investment teams to provide ESG guidance to the wide range of investments. She also represents Wafra at conferences and to clients presenting Wafra’s ESG integration strategies and findings. Previously, Avantika was the head  of institutional ESG product at Northern Trust Asset Management, overseeing $70 billion in ESG assets. She was responsible for ESG innovation, product development and thought leadership and helped in the creation of over thirteen institutional ESG products. She has received formal training from the US Sustainable Investment Forum and currently serves on the assurance working group at the United Nations Principals of Responsible Investing (PRI), of which Wafra is a member, where she is advising the UN on the standards of assurance the PRI must mandate on signatories. The final findings were published in a UNPRI paper, “Introducing Confidence Building Measures to PRI signatories”. She earned her B.A. in Economics from Claremont McKenna College.

  Location

  Impact Capital Forum and the Sustainability Accounting Standards Board thanks Fordham Gabelli School of Business for hosting this event. 

  Fordham University, Lincoln Center Campus, Lowenstein Building; W. 60th and 9th/Columbus.

  Room:12th Floor Lounge.  

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• Inaugural Working Group Breakfast - Opportunity Zone Investing

  • When
    23 Jan 2019
  •  
    8:30 AM - 10:00 AM (EST)
  • Location
    Orrick - 51 W 52nd St, New York, NY 10019

  Register

  Working Groups

  Impact Capital Forum’s mission is to advance the microfinance, impact, and social enterprise sectors by providing a platform for innovation, collaboration, and thought leadership. As a field-building platform, the Impact Capital Forum facilitates dialogue as well as action. Towards this end, for certain influential and fast-evolving impact themes, we will convene Working Groups, which emerge from Impact Capital Forum events. These working groups will serve as a forum to foster and deepen dialogue and share learnings through monthly meetings.

  Register in advance to join our inaugural Opportunity Zone Investing working group.

  What are Opportunity Zones?

  Opportunity Zones have emerged as a transformative economic development tool, providing a new incentive to place much-needed capital into distressed communities.They also offer investors opportunities to defer and/or reduce their tax liabilities when committing capital to designated zones in the US. Opportunity Zones. A helpful guide to Opportunity Zone investing is here.

  The working group will interact to clarify the Opportunity Zone Regulations and its application and to facilitate opportunities for members and their organizations. Each session we will target a different aspect of Opportunity Zones. The group is relevant to foundations, financial institutions, impact investing intermediaries, fund managers, investors, attorneys, advisors, real estate developers, etc.

  Location
  Orrick - 51 W 52nd St, New York, NY 10019.

  The first Working Group meeting will be held on January 23, 2019. Breakfast will be served.

  The event is co-sponsored by Impact Capital Forum and Orrick, a law firm and leading advisor in the Technology, Energy & Infrastructure, and Financial sectors globally.

  How to Register

  When you visit this event web page, you have the choice of registering as a new or existing Impact Capital Forum ‘member’; this includes access to all future working group meetings as well as participation in electronic communications of the working group. There is also an option to register for the breakfast as a ‘non-member’, which includes access to just the one event.

  
  

  
  

  
  

  
  

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• The Future of Social Impact Bonds: Blending Private Investment with Impact Performance

  • When
    26 Feb 2019
  •  
    6:00 PM - 8:00 PM (EST)
  • Location
    BNP Paribas Innovation Center, 787 7th Ave. 30th Floor, NYC

  Register

  Social Impact Bonds (SIBs), also called pay-for-success contracts, are public-private partnerships that fund social services through performance-based agreements. Private investors receive a return of capital and premium only if social performance objectives are met.
  

  The goal of SIBs is to enable governments to partner with service providers and tap private investments in order to expand effective social programs. The model promises to provide new sources of financing for critical social services, to improve cost-effectiveness of services by focusing on measurable outcomes, and to allow innovative models in providing services by shifting the initial risk to private investors. 

  Please join us for a panel discussion focused on how this model has played out in practice. Have SIBs proven to be an effective impact investing tool? An innovative model for public-private partnerships? Have they achieved the promised results in the improvement of social services? 
  

  Speakers:

  • Deborah Burand is the director of the International Transactions Clinic and co-director of the Grunin Center for Law and Social Entrepreneurship.
  • Hervé Duteil, Chief Sustainability Officer at BNP Paribas Americas. Mr. Duteil was recently featured in Euromoney's coverage of Impact Banking Champions.
  • Tracy Palandjian is the Co - Founder and Chief Executive Officer of Social Finance
  • Andi Phillips is co-founder and Manager Partner of Maycomb Capital.
  • Andy Rachlin serves as Managing Director for Lending and Investment at Reinvestment Fund.
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  Agenda:

  6:00-6:15pm: Registration & Networking
  6:15-7:30pm: Presentation & Q&A 
  7:30-8:00pm: Reception with panelists & attendees
  

  Location:

  BNP Paribas' Innovation Center is located at 787 7th Ave., 30th Floor, in Manhattan. The BNPP front desk is between 6th and 7th Ave, on the south side on the building. The building can be accessed by walking to the middle of the block from 6th avenue or directly on 7th avenue. All attendees check in at the front desk, referencing the Impact Capital Forum registration list, before being directed to the 30th floor.

  Registration in advance is required.
  

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