Day One

27th November, 2012

08.00 Registration

08.50 Chair’s Opening Remarks

Lisa Woll, CEO, US SIF

09.00 Harnessing The Power Of Impact Investing: How Advanced Is The Industry And Where Is It Heading?

• An optimistic outlook: Interest has increased, but why is this and how can you capitalize?

• Understand what needs to happen to advance the industry over the next 12 months

• Identify the position of key industry stakeholders: Determine the role of government and financial advisors

Unlocking Investment Potential

09.30 Find Out How You Can Secure A Piece Of The $650 Billion Impact Investing Pie

• Revealing investment potential: What can impact investments bring to your current portfolio?

• Uncover which impact themes will best reward you

• Structuring your business model to incorporate impact investing

Asad Mahmood, Managing Director, Global Social Investment Funds & Community Development Finance, Deutsche Bank

10.00 Keynote: Microfinance: Charting The Best Achievements So Far And How To Replicate Them

• Lessons learnt: What can be taken from the Microfinance experience to influence your impact investing strategy?

• Speeding up success in the Impact Investing space by capitalising on Microfinance success

Rupert Scofield, President & Chief Executive Officer, FINCA

10.30 Morning Refreshment Break And Speed Networking

11.30 Creating A Track Record Of Success To Encourage Investment And Growth

• Our panel of experts from commercial, social and development backgrounds share their success stories in order to encourage understanding, boost confidence and increase investment

Emmanuel de Lutzel, Head of Microfinance, BNP Paribas

Lisa Hall, CEO, Calvert Foundation

Jorim Schraven, Manager, Financial Institutions Africa, FMO

12.30 Sourcing Investment Opportunities: Identify And Evaluate Profitable Options For Investment

• Benchmark potential impact investments against traditional investments

• Determine which region or market to invest in to secure expected returns

• Compare and contrast the benefits of developed markets vs emerging markets

Lisa Hall, CEO, Calvert Foundation

1.00 Lunch

2.00 Strategic Evaluation: Impact Investing In Practice

• Identifying the components of your evaluation practice

• Assessing the optimal means of evaluating the progress of your impact investments

Julia Chu, Head of Philanthropy, Credit Suisse Private Banking USA

2.30 Creating The Financial Mechanisms And Structures That Will Accommodate Portfolio Needs

• Using the correct investment instruments that will support debt/ equity investments

• Ensuring that a change in cost structure doesn’t equate to less support

• Getting your transaction costs right to ensure that Impact Investing is working for you

Beth Richardson, Director, GIIRS

Mark Campanale, Founder, Social Stock Exchange

Andy Lower, Director, Eleos Foundation

Arthur Wood, Founding Partner, Total Impact Advisors

3.00 Understanding Risk Capital Requirements: Balance Your Appetite For Risk With Your Investment Choice

• Examine the benefits of diversifying geographically in order to avoid regionally specific risk

• Avoid illiquidity and long tenors of investments impacting you

• Minimize risk by building in the optionality of an end date into your investment structure

Anna Oleksiak, Vice President, Total Impact Advisors

3.30 Afternoon Refreshment Break

Expected Return Ratios

4.00 Analysing Collaborative Outcome Models And Re- Thinking Legal Structures

Over the last five years, new innovative finance and legal concepts have begun to be delivered allowing and encouraging a more effective injection of capital for social good into the capital markets. With an estimated $3 trillion being pumped into mission related investments, re-allocating this capital for social purpose and applying program related rules could equate to a huge shift in the allocation of capital. However, there is still a long way to go.

• Assess the development of new legal hybrids allowing collaborative partnership structures
• Understand how inject new capital markets into the philanthropy space
• Learn about cross-subsidization models and how this could change the current market place

How to monetize mission related investments in the right way

Arthur Wood, Founding Partner, Total Impact Advisors 

Marcus S. Owens, Partner, Caplin & Drysdale

Bill Kelly, President and Co-Founder, Stewards of Affordable Housing for the Future