May 14, 2020, 2:00 pm - June 25, 2020, 3:30 pm

Impact Investment Funds Webinar Series (Part I)

Building on the success of the initial Impact Investment Funds Conference 2019, ClearlySo has partnered with Octopus Investments and Paul Hastings to launch an online series focused on exploring impact investment across multiple topics at a particularly relevant time. With over 500+ registrants, it is a series not to be missed!

With interest in impact investing surging, this online series will bring together experts across the investment sector to discuss the latest trends and the market responses in a series of topical panel-based fora. These in-depth discussions should be particularly interesting and lively given the unprecedented climate and the experts who will be participating.

Our webinars are focused on three main topics respectively:

14th May, 14:00 – Impact Funds and Innovations in the Health Sector (watch on demand)

  4th June, 14:00 – How to Identify and Call Out Impact-Washing (watch on demand)

25th June, 14:00 – The Emergence of Impact Investment Debt Funds (watch on demand)

See below for more information on each of the webinars.

This event showcases how funds in public and private markets are backing emerging new technologies and innovative partnerships that promise to help increase quality of care while reducing costs for health care commissioners and insurers. This webinar arms LP investors with an understanding of the health sector and provide insights to help inform fund allocations.

Title: Impact Funds and Innovations in the Health Sector
Date: Thursday 14th May 2020
Time: 14:00 – 15:30 (BST)

Confirmed Panellists:
Tom Casdagli, Partner, MVM Partners LLP
Edward Clough, Investment & Operations Director, Octopus Investments
Diala Minott, Investment Funds Partner, Paul Hastings (Europe) LLP
Christoph Ruedig, Partner, Albion Capital
Rod Schwartz, Founder & CEO, ClearlySo (Moderator)

The live webinar has now taken place but you can watch a recording of the event below:

With almost all large established asset management firms announcing a shift towards ESG/sustainable/impact strategies in the last 24 months, it is becoming harder and harder for asset owners to assess which fund managers and products are actually going to deliver on their promises to ‘change the world’ or ‘solve some of society’s and the planet’s biggest problems’.

Some commentators view the rapid rise of funds describing themselves as “impactful” as an extremely encouraging development in bringing non-financial issues to the forefront. Others are concerned that several recent entrants offer a mere fig-leaf of impact covering to what are essentially mainstream fund products. The debate around impact metrics and reporting also complicates this question.

This panel will discuss some of the key questions and concerns LP investors’ face when assessing new impact fund products, and how to ensure the positive impacts promised by managers will actually be achieved.

Title: How to Identify and Call Out Impact-Washing
Date:
Thursday 4th June 2020
Time: 14:00 – 15:00 (BST)

Confirmed Speakers: 

Hortense Bioy, Director of Sustainability & Passive Strategies Research, Europe, Morningstar
Chris Hulatt, Co-founder, Octopus Group
Piet Klop, Senior Advisor Responsible Investment, PGGM
Rekha Unnithan, Managing Director & Co-Head Impact Investing, Nuveen
Rod Schwartz, Founder & CEO, ClearlySo (Moderator)

The live webinar has now taken place but you can watch a recording of the event below:

Impact investing, as we know it today, has seen an abundance of funds emerge over the past 20 years. After two decades, they are now approaching 1% of globally managed assets. In the UK in particular, many of the funds have been largely equity-oriented, owing to the growth attributes of the underlying investees. More recently, we are seeing a plethora of debt funds, with an impact approach, coming to the market.

Impact investment debt funds address a different variety of needs, both with regard to investors and investees. Furthermore, these funds have been very different in nature and often allow for greater use of tranching than we have seen in the equity funds. These debt funds often have been of greater use in developing markets, where exits for equity investors are more uncertain. Furthermore, debt funds have been dominant ion the area of micro finance, which is one of the most developed impact investment markets.

The panel will discuss specific debt fund vehicles and how they are being structured and utilised to address differing market circumstances.

Title: The Emergence of Impact Investment Debt Funds Webinar
Date: Thursday 25th June 2020
Time: 14:00 – 15:00 (BST)

Confirmed Speakers: 

Diala Minott, Credit Funds Partner at Paul Hastings
Andrea Phillips, Co-founder & Managing Partner at Maycomb Capital
Rod Schwartz, Founder & CEO, ClearlySo (Moderator)
Alex von Sponeck, Managing Partner at Frontier Credit Partners

The live webinar has now taken place but you can watch a recording of the event below: