2016 agenda at a glance, this is subject to change as the event develops
The Forum agenda is currently under development by PEI in collaboration with the GIIN and GIF Advisory Board. If you would like more information on the agenda development process, or to submit a speaking request, please contact James Clark, Conference Producer, PEI.
Previous event agenda
Successful food and agricultural systems provide many opportunities for positive social and environmental outcomes – job creation, access to nutritious food, sustainable land use, and others. This session will explore what is required to make a food and agricultural system viable and how investors can enable stronger models. The panelists, consisting of impact investment managers and banks in Europe, East Africa, the United States, and Latin America will discuss their approaches to building thriving food systems, including details about how they provide financing. The panel will also reflect on the types of financing and financial products needed most in current the market.
Recommended for Beginners As impact investing continues to gain traction, many investors – both individual and institutional – are exploring ways to engage with the market. Designed for aspiring or emerging impact investors and advisors who serve them, this session will detail the journeys – including key considerations and lessons learned – of impact investors making their first deal, as well as explore platforms that have been developed to ease investors into this exciting field of practice. Speakers
Since the first social impact bond (SIB) launch in 2010, this innovative financing model has been featured prominently in discussions among impact investors. This session will explore the investor appetite needed to participate in SIBs and the factors that investors should consider most carefully. Investors in SIBs will discuss their experiences managing and underwriting risk in SIBs, and the prominence of social impact measurement in this financing approach. The conversation will also address the types of social impact best suited to SIB financing, the infrastructure needed to scale the SIB model, as well as the expansion of performance-based financing models into new contexts such as Development Impact Bonds (DIBs).
Microfinance has a relatively substantial track record in the impact investing field, and the provision of financial services more broadly has long been a key area of interest for impact investors. In this session, investment managers with deep roots in microfinance will discuss the ways that investible opportunities have changed in the last decade and what investors can learn from new product developments and market shifts in financial services.
Recommended for Beginners
The impact measurement landscape can seem to resemble an alphabet soup of systems, methodologies, and tools. This session will provide an overview of various approaches to impact measurement used by impact investors, and discuss a few of the most prominent resources such as the catalogue of IRIS performance metrics, the Social Return on Investment (SROI) methodology, and B Lab’s Global Impact Investing Rating System (GIIRS) and data analytics platform.
Organized By Anchor Sponsor The Rockefeller Foundation.
Impact or “social” enterprises – enterprises that intentionally seek to grow to sustain financial viability, realize increasing social impact, and influence the broader system in which they operate – are a promising, sustainable means of addressing social issues and wider challenges affecting the poor and/or vulnerable. It was this belief in the potential for enterprises to achieve both financial and social return that influenced the Rockefeller Foundation’s effort to support the growth of impact investing. While the Impact Investing effort has been successful and total impact capital has grown substantially, impact investors observe there are too few investable impact enterprises in the world, and fewer still that have achieved meaningful scale. The Rockefeller Foundation has recently issued an RFP to identify, examine, and validate acceleration solutions for helping impact enterprises achieve scale in ways that are innovative, unique, and go beyond the classic practices commonly in place.
During this session, the Rockefeller Foundation, along with its Strategic Learning Partner, Monitor Deloitte, will present findings-to-date on priority barriers to scale for impact enterprises as well as on leading and innovative acceleration platforms currently operating within the space. As part of the session, the Rockefeller Foundation will also provide a brief introduction to its Innovative Finance portfolio, and explain how the Impact Enterprise endeavor fits within the broader narrative of its Impact Investing work.
Please join us for an interactive discussion to share your thoughts on what it takes to accelerate the success of impact enterprises and what’s new in the world of impact accelerators worldwide.
Impact investors are playing an important role financing solutions that address the needs of underserved people and communities in developed markets by investing in affordable housing, healthcare, education and social services, small business development, skills training, and jobs creation. This session will explore the different investment activities and approaches of impact investors active in the UK and US, and will highlight key learnings, evolving trends, and emerging opportunities.
Impact investors come to the market with diverse interests, including varied appetites for a wide range of financial returns. This session will explore the market-rate side of the impact investment returns spectrum, including discussions of investor perceptions and investment opportunities across asset classes. Panelists will answer common questions including how institutional investors with financial obligations are approaching impact investment, and how managers can attract institutional investors to impact-oriented products.
Through short presentations followed by a moderated discussion, this session will showcase different strategies that impact investors are pursuing to finance sustainable environmental solutions that are central to social and/or economic development. Attendees will learn about innovative business models, types of impact that can be achieved, and the challenges and market trends in specific areas of investment focus.
Recommended for Foundations
How does impact investing fit into the mandate of traditional grant-making organizations, and what role(s) can foundations play in the impact investing market? This conversation will make the case for charities and foundations to think creatively and leverage additional tools to achieve impact. Audience members will learn about different ways foundations can play an important role in the impact investment market, from developing deal pipeline and providing risk capital, to building needed infrastructure for this space.
Recommended for Pension Funds
Institutional investors, including pension funds, approach the impact investing market with specific requirements and constraints. This session, developed in partnership with the Principles for Responsible Investment, will discuss real and perceived barriers for institutional investors looking to make impact investments. Drawing on their own experience, panelists will share their views on how to overcome common challenges and where they see future opportunities.
In a survey published this year by the GIIN and J.P. Morgan, the majority of impact investors indicated that the impact investment market is “in its infancy but growing.” There are a variety of strategies to reach the market’s potential, and the approaches vary by geography, sector, institution type, and source of capital. In this session, diverse leading impact investors share their vision for how the market can achieve scale and discuss their growth strategies.
This dynamic panel will explore different approaches to implementing an impact measurement program within an organization. The discussion will focus on impact measurement staffing models for fund managers, with examples ranging from dedicated staff teams to an integration of impact measurement responsibilities within traditional staff roles. Panelists will share what works and why, lessons learned along the way, and debate how fund managers should consider staffing impact measurement activities as impact investing practices mature. The audience should come prepared to offer their own perspectives.
Impact investors and their investees are subject to traditional investment regulation, but also to emerging questions specific to impact funds or social enterprises. Drawing on their experience, this panel of legal experts will explain in everyday language the key risks and regulations affecting impact investing in aspects ranging from investor obligations to investee governance and transaction questions.
How does the addition of social and environmental considerations affect the relationship between Limited Partners (LPs) and General Partners (GPs) in impact investing? In this session, panelists will explore how investing in an impact investment fund is different from traditional fund investment, with a particular focus on those making investments in emerging markets. Speakers will discuss the unique demands on LPs and GPs in the impact investing field, what is and isn't working today, and best practices for forming successful partnerships.
Institutional investors, including pension funds, are often deeply rooted in traditional portfolio allocation models. This session, developed in partnership with the Principles for Responsible Investment, will reveal institutional investors’ different approaches to integrating impact investment into their portfolios. The panelists will walk through practical examples of impact investments, discussing the role impact investments can play in an institutional or pension fund portfolio, asset allocation strategies, and internal resourcing questions.
As impact measurement becomes standard practice in impact investing, investors and investees are seeking practical ways to find the right balance of performance data that both satisfies the needs of investors and provides valuable business insight to investees, while avoiding over-burdensome reporting requirements. This panel offers a unique look at the impact information shared between two investor-investee duos. It examines common and conflicting interests along the full value chain and how each pair has approached balancing impact information needs with the fundamental goals of their respective organizations. Panelists will candidly share what has worked and what hasn’t as they continually seek to align interests in the impact information value chain.
Recommended for Foundations.
In the nascent but growing impact investment market, investment opportunities with strong potential to generate significant social or environmental good are sometimes perceived as financially risky. Credit enhancement, also known as catalytic capital, can encourage the flow of more traditional investment capital to these opportunities by improving risk-return profiles. Impact investors, such as foundations, with the ability and appetite to draw more capital to a project by providing credit enhancement, are well positioned to test perceptions of risk and enable innovative solutions. This discussion will address questions including: What investment situations are most appropriate for catalytic capital? How should such transactions be structured? How can investors mitigate against potential downsides?
In June of this year, the UK government convened the G8 Social Impact Investment Forum as a pillar of its G8 presidency. An international taskforce has been formed to build on the momentum of that forum and support the market’s growth. In this session, the Chair of that taskforce shares the vision and priorities for the initiative and leads a discussion on how the impact investment community can support its success.