the 3 annual global impact investing conference global

The 3rd Annual Global Impact Investing Conference

GLOBAL IMPACT INVESTMENT STRATEGY Strategic & Practical Tools for Asset Owners, Family Offices & Institutional Investors

Conference – April 19th, 2018 – Mövenpick Hotel - Geneva

ESAFON – The 3rd Annual Global Impact Investing Conference – April 19th, 2018 – Geneva 2018-02-12

Mika Pyykkö, Project Director Impact Investing, Finnish Innovation Fund, Sitra, Helsinki, Finland Chairman of the Morning Session Nicholas C. Niggli, Director General for Economic Development, Research and Innovation, Republic and State of Geneva, Switzerland – Welcome Address

Nicholas Ashburn, Senior Director, Impact Investing, The Wharton School, Chicago Chairman of the Afternoon Session

Greg S. Garett, Director of Food Policy & Financing, Global Alliance for Improved Nutrition (GAIN), Geneva, Switzerland Jurgen Hammer, Chief Risk Officer & Head of Performance Management, Grameen Credit Agricole Foundation, Paris, France

Kurt Morriesen, Senior Manager of Impact Investing, United Nations Principles of Responsible Investments, (UNPRI), London, United Kingdom

Karen Wilson, Head Social Impact Investing Initiative, OECD, Paris, France Keynote & Moderator Supply Side Panel

Live Pitch Table Session of Impact Investment Cases aligning with SDGs: Christian Wray, Co-Founder & CEO, JCM Power, Toronto, Canada

Martin Ritchie, Co-Founder & Risk Chief Officer, JCM Power, Toronto, Canada

Krisztina Tora, Market Development Director, Global Steering Group for Impact Investment (GSG), London, United Kingdom

Dr Charly Kleissner Ph.D, Co-Founder, KL Felicitas Foundation, Toniic, 100% Impact Network, Silicon Valley, California, USA

Bhawani Singh Shekhawat, CEO , The Akshaya Patra Foundation, London, United Kingdom

Rajesh Krishnan, Managing Director & CEO, Brick Eagle Funds, Mumbai, India

Karl H Richter, Head of Research and Knowledge, UN Social Impact Fund (UNDP), London, United Kingdom

Audrey Selian, Head of Family Office, Rianta Capital Zurich AG, Zurich, Switzerland

Tenke A. Zoltani, Independent Investment Advisor, Better Finance, Geneva, Switzerland Keynote & Moderator Investor’s Panel

Dr. Willem Schramade, Senior Portfolio Manager Impact Investing, NN Investment Partners, The Hague, Netherlands

Daniel Izzo, Founding Partner & Chief Executive Officer, Vox Capital, Brazil

Florian Schmied, CEO, Tucher Group, Munich, Germany Matthijs de Bruijn, Senior Consultant, Steward Redqueen, Haarlem, Netherlands

Angela Bai, General Secretary, China Alliance of Social Value Investment (CASVI), China

Justin Sykes, Managing Director, Innovest Advisory, Guernsey

Rodolfo Fracassi, Managing Director and Co-Founder, Mainstreet Partners, London, UK

GOLD PARTNER PARTNERS Organised by

PARTNER





Dear Executive, Geneva, February 12th , 2018

Impact investing is a global trend driven by investors and asset owners, entrepreneurs, NGO’s, Governments and Corporates who seek a positive social and environmental impact in their investments. There is, therefore, a global growth of sustainable assets driven by global challenges affecting our planet and investors preference that factor social and environmental impact into their investing decisions. Our main objective at ESAFON is to drive the impact agenda forward to help build-up a true understanding of impact in investing and adopt positive impact as part of mainstream instruments within the capital markets and investment strategies. A core characteristic and challenge of impact investing is the measurement and management of social and environmental impact alongside financial returns. The ESAFON 3rd Annual Global Impact Investment Conference key objective is to educate and provide investors and stakeholders with the most relevant information and resources from skilled worldwide impact practitioners to overcome the obstacles in impact management and measurement including due diligence, ongoing monitoring and reporting. The conference will provide useful tools and takeaways to construct impact and alpha under the same model and across portfolios and asset classes from both investors and manager’s perspective. Overhauling Modern Portfolio Theory through a 100% impact investing approach will be shared with the audience and lessons learnt and obstacles occurred will be fully discussed. Family offices, foundations, institutional investors and managers have different motivations, challenges and constraints that will be pragmatically addressed, detailed and debated over panel sessions. Join our 150+ high profile participants in Geneva next April 19th, 2018.

Kind Regards

François Golbery Chairman ESAFON

ESAFON, a non-profit Swiss Association created 17 years ago by 2 partners François Golbery and his wife Anne Golbery, has for sole objective to drive the impact agenda forward and train and influence investors, entrepreneurs, policy makers and leaders to change their behaviours and adopt positive impact as part of mainstream instruments within the capital markets and investment strategies. This is the natural path of a life-time dedication to spread best practices for managing wealth across financial markets. ESAFON definitely wants to contribute to make impact count through Switzerland around the world. GSG and ESAFON are joining forces to bring together in Switzerland leaders from the worlds of finance, business, philanthropy as well as policy makers to get measurable impact embraced in each and every investment. GSG is supporting ESAFON in the process towards the establishment of a Swiss National Advisory Board to drive impact investment into mainstream capital markets. GSG is an independent Global Steering Group catalysing impact investment and entrepreneurship to benefit people and the planet; GSG was established in August 2015 as the successor to and incorporating the work of the Social Impact Investment Taskforce established under the UK’s presidency of the G8. GSG is represented by National Advisory Boards (NAB) within 17 countries plus EU.





Who Should Attend

• Institutional Investors including Asset Managers, Insurers, Re-insurers, Pension Funds

• Large scale Family Offices, Private Investors, Multi Family Offices, Strategic Advisors

• Endowments and Foundations

• Asset & Fund Managers, Lawyers, Administrators and Service Providers

• Real Estate Fund Managers, Real Asset Managers, Private Equity Fund GP’s and LP’s

• VC, Start Ups, Social Entrepreneurs, Next Gen

• Global Heads of Fund Development

• Private Banks and Wealth Managers willing to set-up and implement impact investment fund vehicles

Conference Key Highlights 2018

Latest Key Advances Concurring to The Growth of The Impact Institutional and Family Office Market

Targeting Positive Impact in a whole Portfolio Investment Strategy

Governance Challenges

How Entrepreneurs Carry on Philanthropy in their Business

From Impact Measurement to Impact Management in Institutional and Family Office Portfolios

Pooling Opportunities for Co-impact Investments Through Both For-profit and Not-for-profit Private Capital

Implementing, Measuring and Reporting Positive Impact across Asset Classes

How does a Foundation Take Advantage of The New Toolkit in Impact Management?

What are The Challenges for Single Family Offices to Create an Impact Investment Capability?

How and why a Family Office defines and incorporates an impact investment capability into its business model?

From Tech Entrepreneur to Impact Investor: How Sorenson Catalyzed Impact Investing

Broadening the Scope of Social and Environmental Impact Investments through Conservation Finance

How to Reconcile Institutional Investor’s Perspective with Impact Manager’s Goals & Objectives

Designing key criterion for impact investment from an institutional investor’s perspective

Result of the survey on Corporate Carbon Strategies & Offsetting: Why or why not to offset?

How to select an impact manager

7-year impact investment track record across Latin America and East Africa, in Agriculture, Solar & Microfinance





Agenda Conference, April 19th, 2018

• 8.00 am-8.30 am: Registration & Welcome Coffee

• 8.30 am-8.40 am: Opening Remarks François Golbery, Chairman, ESAFON, Switzerland

• 8.40 am-8.50 am: Welcome Address

Nicholas C. Niggli, Director General for Economic Development, Research and Innovation, Republic and State of Geneva, Switzerland

• 8.50 am-9.00 am: Keynote Address Mika Pyykkö, Project Director Impact Investing, Finnish Innovation Fund, Sitra, Helsinki, Finland - Chairman of the Morning Session

• 9.00 am-9.30 am: Understanding The Ecosystem Behind Impact Investing • Demand side • Impact intermediaries • Supply side • Latest data and key advances

Kurt Morriesen, Senior Manager of Impact Investing, United Nations Principles of Responsible Investments (UNPRI), London, United Kingdom

• 9.30 am-10.00 am: How to Build-Up an Impact Ecosystem through National Advisory Boards (NAB);

• Best practices in setting-up national impact ecosystem involving policy makers, asset owners, entrepreneurs, NGO, big corporates and stakeholders to achieve the 2030 Sustainable Development Goals (SDGs)

• Concrete completion of impact fund investments mobilizing impact capital and social entrepreneurship

Krisztina Tora, Market Development Director, Global Steering Group for Impact Investment (GSG), London, United Kingdom

• 10.00 am-10.30 am: Improving the Analytical & Quantitative Framework

for Impact Investment Finance to Incentivize and Guide Capital Flow to Support SDG’s

Karl H Richter, Head of Research and Knowledge, UN Social Impact Fund (UNDP), London, United Kingdom

• 10.30 am-11.00 am: Coffee-Break & Networking Opportunities

• 11.00 am-11.30 am: Investing in the UN Sustainable Development Goals & Identifying Key Performance Indicators to Support SDGs

o Opportunities for companies and investors o Practical solutions o State of the art in measuring frameworks o Are returns better from higher reported impact?

Dr. Willem Schramade, Senior Portfolio Manager Impact Investing, NN Investment Partners, The Hague, Netherlands





• 11.30 am-12.00 pm: How Does China Address and Contribute to The

Worldwide Impact Ecosystem

Angela Bai, General Secretary, China Alliance of Social Value Investment (CASVI), Shenzhen · Shanghai · Beijing, China

• 12.00 pm-13.00 pm: Impact Intermediaries and Supply Side Panel Session:

Building an Impact Ecosystem across Financial Markets o Policy working progress to strengthen the supply side of impact capital o How to facilitate the supply chain for impact management and services? o Are impact intermediaries on the same page? o What needs to be done to drive the impact agenda to mainstream investment level? o Leveraging Private Investment to Finance SDG’s

Moderator: Karen Wilson, Head Social Impact Investing Initiative, OECD, Paris, France

• Keynote Introduction

Panelists: Karl H Richter, Head of Research and Knowledge, UN Social Impact Fund (UNDP), London, United Kingdom Dr Charly Kleissner Ph.D, Co-Founder, KL Felicitas Foundation, Toniic, 100% Impact Network, Silicon Valley, California, USA Audrey Selian, Head of Family Office, Rianta Capital Zurich AG, Zurich, Switzerland Daniel Izzo, Founding Partner & Chief Executive Officer, Vox Capital, Brazil Justin Sykes, Managing Director, Innovest Advisory, Guernsey, Channel Islands

• 1.00 pm -1.40 pm: Buffet Lunch hosted by

• 1.40 pm-1.55 pm: Opening Remarks by the Chairman of the Afternoon Session

Nicholas Ashburn, Senior Director, Impact Investing, The Wharton School, Chicago, USA

• 1.55 pm-2.15 pm: Developing Viable Private Public Partnerships that Improve Nutrition at Scale

Greg S. Garett, Director of Food Policy & Financing, Global Alliance for Improved Nutrition (GAIN), Geneva, Switzerland





2.15 pm-3.00 pm: Live Pitch Table Sessions of Impact Investments Cases aligning with SDGs

• Positive Social, Environmental & Economic Impact in Clean Energy in

growth market countries Christian Wray, Co-Founder & CEO, JCM Power, Toronto, Canada & Martin Ritchie, Co-Founder & Risk Chief Officer, JCM Power, Toronto, Canada

• Enabling children to exit the poverty cycle by providing Food For Education

Bhawani Singh Shekhawat, CEO , The Akshaya Patra Foundation, London, United Kingdom

• Impact Platform dedicated to Affordable Housing in India

Rajesh Krishnan, Managing Director & CEO, Brick Eagle Funds, Mumbai, India

• 3.00 pm-3.30 pm: Case Study: Key Issues of Family Office Impact Co-

Investments

Florian Schmied, CEO, Tucher Group, Munich, Germany

• 3.30 pm-4.00 pm: Coffee Break & Networking Opportunities

• 4.00 pm-4.30 pm: Overhauling Modern Portfolio Theory: Lessons Learnt from a 100% Impact Investing Approach

Dr Charly Kleissner Ph.D, Co-Founder, KL Felicitas Foundation, Toniic, 100% Impact Network, Silicon Valley, California, USA

• 4.30 pm-5.00 pm: Innovative Solutions for Impact Measurement & Reporting

Jurgen Hammer, Chief Risk Officer & Head of Performance Management, Grameen Credit Agricole Foundation, Paris, France & Nicholas Ashburn, Senior Director, Impact Investing, The Wharton School, Chicago, USA





• 5.00 pm-6.15 pm: Impact Investor’s Panel Session: Understanding & Addressing The Demand Side for Impact Investments from Family Offices and Institutional Investors

o Current status for impact investing from family offices and Institutional Investors perspective and how the panelists engage today

o How to integrate sustainability and impact into portfolio construction

o Addressing due diligence and risk management issues in an impact portfolio

o What are the expected returns?

o What investors do require to measure and report impact?

o Ensuring alignment with co-investors when dealing with different asset owners

o Exit strategies preserving sustainability of impact

MODERATOR: Tenke A. Zoltani, Independent Investment Advisor Better Finance, Geneva, Switzerland

• Keynote Introduction

PANELISTS: Dr Charly Kleissner Ph.D, Co-Founder, KL Felicitas Foundation, Toniic, 100% Impact Network, Silicon Valley, California, USA Florian Schmied, CEO, Tucher Group, Munich, Germany

Sara Olsen, Founder & CEO, SVT Group, Silicon Valley, USA Matthijs de Bruijn, Senior Consultant, Steward Redqueen, Haarlem, NL Rodolfo Fracassi, Managing Director and Co-Founder, Mainstreet Partners, London, United Kingdom

• 6.15 pm: Closing Remarks by the Chairman

• 6.30 pm- 7.30 pm: Closing Cocktail





ESAFON 2nd Annual Global Impact Investment Strategy – May 18th 2017 – Geneva Breakdown of the Delegates by Country

About ESAFON 1st Annual Global Impact Investment Strategy - November 16th 2016 - Geneva

“We found the sessions particularly insightful and it was a tremendous chance to socialize different ideas, views and perspectives to help drive the impact agenda forward” – BlackRock Family Office, London “Thank you for the excellent conference yesterday. I was impressed by the quality of the attendees and insightful commentary. I think the small event format was effective, and I was surprised and happy by the very large number of connections I was able to make in a very short period of time” – Mustard, London

About ESAFON 2nd Annual Global Impact Investment Strategy - May 18th 2017 - Geneva

“Thank you so much for inviting me to your conference. You put together a very high quality event. Congratulations! “ – Charly Kleissner, Impact Investor - Silicon Valley “The organization of the conference was excellent as were the facilities. The conference overall was extremely informative and the standard of discussion was high” - Schindler Management Ltd, Zürich “Let me thank you all very much for having me at today’s very successful event. I can clearly say that I rarely experienced such a high quality of content, speakers and organisation” - onValues Ltd, Zürich

Social impact investment ecosystem (OECD report)

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GOLD PARTNER

Guernsey (https://www.weareguernsey.com) has been a leading international finance centre for more than 50 years. Over that time, the island has built a reputation of excellence across five core sectors – banking, insurance, investment management, investment funds and private wealth services. For example, there are approximately 1,000 funds domiciled or serviced in Guernsey that are valued at more than £271 billion, while its insurance industry, which is renowned for its expertise and innovation in providing risk management solutions, has grown to become the largest captive domicile in Europe and an emerging centre for reinsurance business. More recently, Guernsey has used this industry-wide expertise to move into the impact investment space. A new cross-sector financial initiative known as Impact Guernsey was launched in 2016 and aims to identify and build business opportunities in the emerging impact investment asset class. Justin Sykes, Chairman of Impact Guernsey, said the group’s launch was ‘an important step towards raising awareness of the global trend toward corporate and individual social responsibility’. Guernsey is already home to a growing number of impact investment related structures and vehicles. For example, Partners Group created PG Impact Investments in 2015, which is a closed-ended collective investment scheme, investing via impact fund managers as well as directly into social enterprises. Obtala Limited, established in Guernsey with a view to listing on the London Stock Exchange (LSE), is an AIM and Social Stock Exchange listed agriculture and forestry company, with a mission to become one of East Africa’s largest sustainable food and timber producers. Guernsey is also home to a variety of cleantech funds such as Catalyst Investment Management, targeting investments in clean energy in the MENA region.

PARTNERS

About GSG (www.gsgii.org) : Building momentum The GSG is an independent Global Steering Group catalyzing impact investment and entrepreneurship to benefit people and the planet. The GSG was established in August 2015 as the successor to and incorporating the work of the Social Impact Investment Taskforce established under the UK’s presidency of the G8. The GSG currently has 15 member countries plus the EU, as well as active observers from leading network organizations. Chaired by Sir Ronald Cohen, the GSG brings together leaders from the worlds of finance, business and philanthropy.

Our Aim : That measurable impact is embraced as a deliberate driver in every investment and business decision affecting people and the planet.

Our Mission : To harness the energy behind impact investment to spark a movement around the world.

The Finnish Innovation Fund Sitra (www.sitra.fi) is a future-oriented organisation that promotes Finland’s competitiveness and the well-being of the Finnish people. Under the New working life and sustainable economy theme, Sitra is promoting the reform of working life and the sustainable economy through innovative practices and financing models.

http://www.gsgii.org/

http://www.sitra.fi/





Metropolis among the most dynamic in Europe, Geneva adopts for the first time an economic strategy. The State Council creates a framework where to place the future actions of the government. This text gives directions to cantonal policy on economy by specifying the major strategic focuses and objectives.

Geneva Economic Strategy 2030 Vision, strategic priorities and objectives

Inventory and analysis of key sectors of the Geneva economy The Department for Economic Development, Research and Innovation at the Republic and State of Geneva is at the crossroad between macro-strategic thinking and micro-economic delivery to strengthen Geneva’s economic ecosystem to position it to benefit from the opportunities of the digital age but also of the emergence of sustainable development economics.

MainStreet Partners (www.mspartners.org): Impact Investment Strategies

MainStreet Partners was created to provide any investor with transparent and easy access to companies and funds that achieve consistent financial returns while improving people’s lives and protecting the planet. Where and how capital is deployed has a strong influence in shaping the future of our world. For this reason, we want our clients to know exactly where their capital is invested and what financial, social and environmental results they are achieving. MainStreet Partners offers proven and scalable investment strategies in six key sectors; financial services, climate change, food, healthcare, housing, and education, which we believe provide the ideal landscapes to effectively deploy capital across asset classes and geographies. We are pragmatic in our selection process and apply the highest standards of due diligence because our first and foremost responsibility is to achieve positive risk-adjusted returns while delivering a tangible impact on society and the environment. With this model, MainStreet Partners has been developing a solid methodology and track record to invest in companies and funds since 2008.

Toniic (www.toniic.com) is a non-profit organization with a charitable purpose and mission to scale the impact investing industry Toniic is a global networks for impact investor and Toniic’s vision is a global financial ecosystem creating positive social and environmental impact. Our mission is to empower impact investors. Toniic is the global action community for impact investors. We serve individuals, family offices, foundations and funds. We increase the velocity of money and services into impact investing to address global challenges. Our members commit to discover, evaluate, nurture and invest in financial products – in all asset classes – that promote a just and sustainable economy. Through the 100%IMPACT members of Toniic, we share portfolios and learn, together, how to best align financial assets with personal values. Toniic has members in over 26 countries and its members have invested globally. We are building a movement, and invite you to join us.





SIIA, the Swiss Impact Investment Association (www.siia.ch) is a non-profit association in Zug with a mission to showcase investments and companies with societal impact. SIIA is a platform for best practice impact investments. SIIA seeks credible risk, return and impact investment opportunities to showcase. SIIA encourages all stakeholders to jointly develop a narrative for impact investment for society to adopt. SIIA envisions a society in which the quest for economic profit solves rather than creates social and environmental pressure. Entrepreneurship, capital, and impact are essential ingredients for a prosperous society and healthy economy. Entrepreneurs and investors matter more than ever because they choose the purpose of the businesses they run and financially support.

Sustainable Finance Geneva (SFG) (www.sfgeneva.org) is an association that establishes Geneva as the centre for innovation in sustainable finance by engaging individuals and harnessing collective intelligence. Created in 2008 by fifteen professionals, SFG now leads the way from Geneva, as the key global platform for sustainable finance. It not only enables an ongoing dialogue between all local organizations and individuals, it also promotes Geneva’s financial Centre. Major projects have been successfully completed over the last years, thanks to the strength of its ever-growing network and the remarkable commitment of its members. Synergies between the organization’s members enable new initiatives and reflect the ideal environment for innovation provided by Geneva and the SFG platform.

South Pole Group (www.thesouthpolegroup.com) A pioneer in the field of climate impact assessment on investments and a world-leading advisor on sustainability-related portfolio risks, South Pole Group helps asset owners and asset managers gain actionable insights on the climate impact of their assets. The company’s in-depth knowledge in fund and portfolio advisory ensures that investments are channelled into promising, climate-friendly investment opportunities that trigger positive returns. South Pole Group offers project, fund and portfolio advisory, as well as access to new sustainable finance instruments. The Group’s diverse emission reduction portfolio includes many projects that ensure financial inclusion of the local communities involved.

www.mgffadvisory.com

Management Global Family & Fund Services Ltd (MGFF Ltd) is a global impact investing advisor helping investors select impact investment opportunities, overcome the lack of information and track record, and undertake due diligence. MGFF Ltd is helping managers structure impact investments and assist them in fund raising. MGFF Ltd is a strategic advisory firm based in Dublin, with 16 years’ experience in addressing new developments that will have a long-term impact to the Fund and Wealth Management Industry in Europe, the US, LATAM and Asia.

http://www.thesouthpolegroup.com/

http://www.mgffadvisory.com/





SPEAKERS

Mika Pyykkö, Project Director Impact Investing, Finnish Innovation Fund Sitra, Helsinki, Finland – Chairman of the Morning Session I lead Sitra's Impact Investing focus area. Impact investing is a way of stepping up collaboration between the public and private sectors in order to prevent or solve societal problems. The focus area's activities have culminated in an emerging ecosystem that fosters collaboration between the private and public sectors, non-profit actors and funding providers, in order to bring about positive changes for citizens while saving on the cost to society. I have previously worked in leadership positions in organisations such as Mental Capital Care Ltd from 2012 to 2013, Finland's Slot Machine Association from 2008 to 2012 and the Finnish Centre for Health Promotion between 2003 and 2008. I have also worked in Finland and abroad, particularly as a champion of health and well-being promotion and preventative action. In addition, I have been engaged in the development of collaboration between the public, private and third sectors. One of my most public achievements in Finland is the Heart Symbol system – I headed its development and start-up when working for the Finnish Heart Association between 1995 and 2003. I believe that it is important to be aware of the multidimensional potential of promotional and preventative work and to be bold in seeking new opportunities to act, rather than getting bogged down in listing the risks and snags.

Nicholas C. Niggli, Director General for Economic Development, Research and Innovation, Republic and State of Geneva

Nicholas C. Niggli is Director General for Economic Development, Research and Innovation at the Republic and State of Geneva, since May 2017. At the crossroad between macro-strategic thinking and micro-economic delivery, Nicholas identifies opportunities to strengthen Geneva’s economic ecosystem to position it to benefit from the opportunities of the digital age but also of the emergence of sustainable development economics. Nicholas works on building bridges between Geneva’s diverse clusters and its unparalleled network of multilateral governance actors, takes steps to strengthen Geneva’s USP and reinforces the links between economic development and research to create conditions favouring entrepreneurship, the emergence of new sources of growth as well as innovation.

Since 2012, Nicholas has been lecturing on complex negotiation dynamics, leadership, intercultural communication and global governance as part of the INP Executive Master at the Graduate Institute of International & Development Studies, Geneva. In parallel, he has been a guest lecturer on international trade, procurement, governance and Brexit in various other academic institutions across Europe. Before joining the Republic and State of Geneva, Nicholas has been working for 15 years as a senior Swiss diplomat, both as a multilateral trade negotiator at the Swiss Mission to the WTO & EFTA and as a bilateral representative for economy, finance, science and innovation at the Swiss Embassy in the UK. He has also successfully concluded two major negotiations as well as a mediation process between China and Chinese Taipei, as Chairman, at the World Trade Organisation.





Kurt Morriesen, Senior Manager of Impact Investing, United Nations Principles of Responsible Investments (UNPRI) , London, UK Kurt Morriesen serves as the Senior Manager of Impact Investing at the United Nations Principles of Responsible Investments (UNPRI) where he manages UNPRI’s programmes to support institutional investors to scale-up and mainstream impact investments across asset classes and sectors. He works with the programme teams to design and develop tools and methodologies to realise social, environmental and financial returns to UNPRI signatories and the investment community. Prior to UNPR, Kurt worked for Eunomix, assisting mining companies in Southern Africa in redesigning corporate and sustainability strategies to de-risk investments and improve companies’ sustainability operations. He spent 7 year working for several Development Financial Institutions, such as the World Bank, International Finance Corporation (IFC) and the Inter-American Development Bank (IADB) on advisory and investment projects focusing on impact investing and public-private partnerships (PPPs). Kurt holds an MBA from Hult International Business School, a master's degree in local development from Spain, a certificate on negotiations from Harvard University, and a bachelor's degree in Law from Brazil.

Krisztina Tora, Market Development Director, GSG, the Global Steering Group Krisztina Tora has been Market Development Director of GSG since October 2017. Prior to GSG, Krisztina co-founded and led the Global Social Entrepreneurship Network (GSEN). GSEN is the global network of organisations supporting social entrepreneurs. Started with a handful of incubator and accelerators in 2013, GSEN grew to a network of more than 50 members, working in 70 countries globally, supporting nearly 5000 social entrepreneurs every year, and benefitting to more than 2,5 million people around the world. GSEN improves the support available to social entrepreneurs, so that all social entrepreneurs can access great support, to grow successful and impactful ventures. Krisztina has always been passionate about creating social impact. Until 2013, Krisztina was Director at Be-linked, leading French strategy consultancy dedicated to create shared value between multinational corporates and NGOs or social enterprises. Previously she was International Projects Manager at Veolia, a global utilities company. She holds an MBA from ESSEC Business School in Paris, speaks French, Hungarian, English, and Spanish fluently, and has skills in German and Portuguese.





Karl H Richter, Head of Research and Knowledge, UN Social Impact Fund (UNDP) Karl is the co-founder of EngagedX, which specialises in providing bespoke consultancy, thought leadership, advocacy and policy work. He works internationally across private, public and social sectors. He is an experienced entrepreneur and has held leadership, management and executive positions. He is currently Head of Research and Knowledge for the UN SDG Impact Finance initiative (UNSIF), for whom he leads a global research council to improve the analytical framework for social impact investing; a member of Groupe d'Experts de la Commission sur l'Entrepreneuriat Social (GECES), which is appointed by the European Commission to advise on its Social Business Initiative; sits on the OECD expert group on social impact investing; Senior Fellow of the Finance Innovation Lab; Adviser to the Global Value Exchange. Karl has been invited by civil society organisations, academia, governments and the media across Europe, Asia and USA to speak on social impact investing. He has delivered guest lectures to MBA students at the Universities of Oxford and Cambridge; advised HM Treasury on EU social investment regulations; was invited to submit evidence regarding alternative finance to the UK's Parliamentary Commission on Banking Standards; been asked by the UK Cabinet Office to represent the UK on social investment at EU level; and was invited by US Secretary of State to speak on a plenary panel at the first Global Impact Economy Forum in 2012. In 2011, he co-authored ‘Making Good in Social Impact Investment: Opportunities in an Emerging Asset Class'. Karl holds an MBA specialising in entrepreneurship and project management. He started his career as an architect, then project manager for multidisciplinary design teams and development leader for public and private sector construction projects. Karl volunteers in his community and was the founding Chair of Friends of the Crystal Palace Subway, which is a community-led initiative to reopen a historic community asset to the public.

Dr. Willem Schramade, Senior Portfolio Manager, Impact Investing, NN Investment Partners, The Hague, Netherlands Dr. Willem Schramade is portfolio manager listed impact equities at NN Investment Partners. His fund aims to generate both a financial and a societal return. Previously, he was an equity analyst at Robeco, specializing in sustainability and valuation; and he held positions at GE and pwc. Willem is also involved in teaching a Sustainable Finance course at Erasmus University, where he obtained his PhD in corporate finance in 2006.

Angela Bai, General Secretary, China Alliance of Social Value Investment (CASVI) Angela is the founder of COIN (Cross-Over Innovation Network), an independent director of SWS MU Fund Management and an independent director of GRAMEEN China. Angela has over 22 years of experience in finance, she has been the head of ICBC Busan Branch in Korea, vice president of MasterCard Worldwide GKA (HSBC) and managing director of AGIC Capital.





Karen Wilson, Head Social Impact Investing Initiative, OECD, Geneva Karen has been working at the OECD since 2009 where her work has focused on innovation, entrepreneurship, and finance including angel investment, venture capital, impact investment and the role of the private sector in development finance. She is also an Associate Fellow at SAID Business School at Oxford University and a Visiting Lecturer at the Stockholm School of Economics in Riga. In addition to other boards and advisory positions, she serves on the Harvard Business School Impact Investment Alumni Steering Committee. Karen is the Founder of GV Partners, a research and consulting firm focused on entrepreneurship and finance. She was a Senior Fellow at Bruegel, an international economics think tank based in Brussels from 2012-2017 and a Senior Fellow at the Kauffman Foundation from 2008-2012. Earlier, Karen worked with international venture capital firm, Index Ventures, and before that was part of the senior management team at the World Economic Forum in Geneva, Switzerland. Previously, she served as the Executive Director of the Global Initiative at Harvard Business School. Her earlier experience includes investment banking and consulting. She received with honors, a Bachelors of Science in Mathematics and Management from Carnegie Mellon University and an MBA from Harvard Business School.

Dr. Charly Kleissner Ph.D, Founder, KL Felicitas Foundation, Toniic, 100% Impact Network, USA Dr. Charly Kleissner is an impact investor. He believes that the deeper meaning of wealth is to make a positive contribution to humanity and the planet. He insists that the best impact investments integrate financial return and social/environmental impact. And he argues that Modern Portfolio Theory has to be re-conceptualized to seamlessly integrate positive impact into a Total Portfolio Theory. He sees impact investing not as an intellectual exercise, but as an expression of who he really is.

Dr. Kleissner co-founded KL Felicitas Foundation (www.klfelicitasfoundation.org), and Social-Impact International (www.social-impact.org), which help social entrepreneurs worldwide to accelerate and increase their impact. KL Felicitas Foundation recently demonstrated, that impact investors can construct a 100% Impact Portfolio and achieve competitive financial returns. Dr. Kleissner co-founded Toniic (www.toniic.com), and the ‘100% IMPACT Network’, global networks for impact investors. Dr. Kleissner serves on the Advisory Board of the Global Hub Company (www.the-hub.net), and as Board Director and Chairman of the Investment Committee of ImpactAssets (www.impactassets.org). Dr. Kleissner has over twenty years of experience as a senior technology executive in Silicon Valley companies like NeXT and Ariba. Dr. Kleissner earned his M.S. and Ph.D. in Computer Science from the University of Technology, Vienna.

http://www.klfelicitasfoundation.org/

http://www.social-impact.org/

http://www.social-impact.org/

http://www.toniic.com/

http://www.the-hub.net/

http://www.impactassets.org/





Audrey Selian, Head of Family Office, Rianta Capital Zurich AG, Zurich Since 2006, focused on sustainable development and emerging market equity investment portfolio comprised of social enterprises serving the base of the pyramid (BoP) in India. Investments completed in context of Artha Initiative; Advisor to Halloran Philanthropies. Launched online platform for Impact Investors working in India, and now working on Artha Networks, Inc., a vehicle created to support international licensing and Artha network development beyond India. Also running impactforbreakfast.com, a monthly gathering in London for the impact investment community; currently @1100+ members. These events now also run in Geneva and Zurich as of Spring 2015. Previous professional experience includes work as research consultant (read: enslaved chart monkey) in Global E-Business Strategy and Retail/Consumer Products Groups at PricewaterhouseCoopers Management Consulting (1998-2000). From 2000-2005, held short term contracts at the United Nations (International Telecommunication Union) in Geneva, Switzerland, including work for UN World Summit on the Information Society, Regulatory Reform Unit and Strategy & Policy Unit. Subcontracted via Alexius Int'l for IT/development work for USAID in the Republic of Armenia during doctoral study; Worked in an academic and advisory capacity with Wireless Grids, an NSF-funded software start-up coming out of grad school consortium (Tufts, MIT, BU, Syracuse, etc.) in Boston in 2005 for several years.

Daniel Izzo, Founding Partner & Chief Executive Officer, Vox Capital, Brazil With over 20 years of working experience, Daniel has participated on the start-up phase of the e-commerce company Submarino between 2000 and 2001 and has been working with initiaves for the low-income population since 2007, when he was an “intrapreneur” at Johnson & Johnson Brazil and an angel investor in a few companies. He is co-founder and Executive Director for Vox Capital since its inception in 2009. To support the impact investing ecosystem in Brazil, he helped launch the ANDE (Aspen Network of Develoment Entrepreneurs) Brazil Chapter and writes several articles about the sector. On his free time he practices yoga and plays the piano, so he can control his anxiety and not drive Vox’s team crazy.

Justin Sykes, Founder & CEO, Innovest Advisory, Guernsey Justin is a social investment specialist with over 15 years of experience in the structuring and implementation of innovative and large-scale impact investments, which have positively impacted hundreds of thousands of lives across diverse range countries in Africa and the Middle East. Justin has a diverse experience including working for Government, a multinational charity, the United Nations and a private foundation. He serves as a board member and adviser to a number of international charities and local grassroots financial institutions engaged in supporting the livelihoods of low income communities.





Greg S. Garett, Director of Food Policy & Financing, Global Alliance for Improved Nutrition (GAIN), Geneva Greg S. Garrett is Director of Food Policy & Financing overseeing GAIN’s food financing, fortification and urban nutrition programs. Before joining GAIN in 2011, he spent over a decade in management roles at non-profit and for-profit development agencies designing and delivering health initiatives in Asia and Africa. Greg is on the Board of the Iodine Global Network and on the Executive Management Team of the Food Fortification Initiative. The Global Alliance for Improved Nutrition (GAIN) is Swiss-based foundation driven by the vision of a world without malnutrition. GAIN’s purpose is to advance nutrition outcomes by improving the consumption of nutritious and safe food for all people, especially those most vulnerable to malnutrition. GAIN mobilizes public-private partnerships, and designs and delivers nutrition solutions which can be delivered at scale.

Christian Wray, Co-Founder, JCM Power, Toronto, Canada Christian Wray is a Co-Founder and the Chief Executive Officer of JCM Power. In addition to providing the strategic vision for the company, Christian also focuses on the evaluation and approval of investment opportunities and the initiation of the company's strategic partnerships and alliances. Christian also plays a key role in all financing aspects of the business and maintains relationships with the company’s stakeholders. Prior to his current position, Christian was the Director of Finance for Ozz Solar International, a Canadian solar energy development company focused on rooftop solar development in Ontario. Christian was also previously the Chief Operating Officer for Greta Energy, a Canadian-based wind energy development company with assets across the globe. Christian is a graduate of University of Toronto (B.Comm.) and is a Chartered Professional Accountant, Chartered Accountant, having worked in the Toronto and UK offices for PwC in their Banking and Capital Markets Group

Martin Ritchie, Co-Founder & Risk Chief Officer, JCM Power, Toronto, Canada Martin J.K. Ritchie is a Co-Founder and the Chief Risk Officer of JCM Power. Martin is responsible for managing the risk and compliance processes and procedures of the company and in particular the anti-bribery and corruption internal practices. Since JCM has operations in regions of the world that have a high risk of bribery, corruption and fraud, Martin ensures that industry best practices are followed to mitigate risks in this area and ensure compliance with external regulators both in Canada and local jurisdictions. In 2015, Martin was asked to Co-Chair the Canadian Centre of Excellence for Anti-Corruption (CCEAC) and represent medium-sized enterprises across Canada.





Martin was previously the Chief Financial Officer for Greta Energy, a Canadian renewable energy development company focused on wind energy in emerging markets such as Vietnam, Estonia, Bosnia and Russia. Before this, he was a leading forensic accountant and fraud investigator for an international risk consulting firm called Kroll and KPMG Forensics. His focus was on investigating white collar crimes of many varieties including money laundering, misappropriation of assets and insider trading.

Martin is an Honours graduate of Queens University and holds an MBA from the University of Toronto and a MSc. in Finance from the London School of Economics. He is also a Chartered Accountant and was a past recipient of the Institute of Chartered Accountants of Ontario (ICAO) Award of Distinction honouring those Chartered Accountants who have made an early impact, bringing distinction to themselves and to their profession through leadership and achievement in their professional, community and/or personal lives. He is also a Fellow of the Chartered Professional Accountants of Ontario, one of the highest honours a profession can bestow; it distinguishes both the individual and the profession. It formally recognizes those members whose achievements in their careers, contributions to their profession and service in the community have earned them distinction and brought honour to the CPA profession. In addition to his professional affiliations, Martin is a member of the Board of Directors for Trillium Gift of Life Network (TGLN), a not-for-profit agency of the Government of Ontario which plans, promotes, coordinates and supports organ and tissue donation and transplantation across the province. Its mission is to save and enhance lives through the gift of organ In and tissue donation and transplantation in Ontario.

Bhawani Singh Shekhawat, CEO , The Akshaya Patra Foundation, London The Akshaya Patra Foundation (meaning = a vessel which never runs out of food) is the world’s largest, and perhaps the most celebrated school meals program. The program has witnessed quantum growth on the one hand but has also received tremendous acclaim for innovation, strategy, impact and scale. Currently we serve over 1.6 million children every day and have served over 2 billion meals! At a leader of this organisation in Europe, I lead strategy, innovation and initiatives around our Social Enterprise. I believe that if we want to solve some of the biggest problems in our world, we need stronger and more engaged Social Enterprise. We all needs to think, act and believe and behave differently as in order to deliver significant and sustained impact. Prior to leading Akshaya Patra in Europe, I had a career in the corporate world leading large multi national organisations like Nielsen, Reckitt Benckiser (RB) and Coca-Cola in multiple geographies. I have now completely dedicated myself to playing a part in making our world a better place, particularly for our children.





I am passionate about people, growth via innovation and immensely enjoy leadership and implicit challenges. My passion with Strategy and Innovation helps me serve as a member of Advisory board and a Non Exec Director . Teaching is a labour of love and am inspired by the raw energy of the class-room in business schools where I serve as adjunct faculty for Post Graduate/Leadership Programs. I regularly speak at company meets and industry events and am listed with the London Bureau of Speakers on Customer Centricity, Insight, Innovation and Leadership. I absolutely love our ever changing world which throws numerous opportunities and challenges everyday! Specialties: Public Speaking, Social Enterprise, NGO, Not for Profit, Charity, Entrepreneurship, Innovation, Growth strategies, Organisation building, Coaching/Mentoring, Business Planning, Strategy development and Change management.

Rajesh Krishnan, Managing Director & CEO, Brick Eagle Group, Mumbai Rajesh Krishnan is the Founder & CEO of Brick Eagle Group, India’s largest affordable housing aggregator. India is in need of 20 million homes toresolve its housing poverty, amd Rajesh saw it as a $100 billion market opportunity. With a vision to deliver one million affordable homes, Rajesh founded Brick Eagle Group on 2011. Rajesh along with his professional team developed a disruptive model to address the need for affordable housing in India. He pioneered and orchestrated an ecosystem for creating quality, sustainable affordable homes across the country. Under his able leadership, Brick Eagle has incubated five affordable housing developers (Sheltrex, Playtor, DBS, Olympeo and RS Stone) and six service providers in the housing value chain (Klick Brick, Phalcomm, TPC, Shraburey, Foyr.com and IdeinLab). Today, the Group manages over 1,000 acres of lands, which when fully developed will house more than 40,000 families. His optimistic entrepreneurial spirit has inspired and enforced the Group to expand its presence to 10 cities across India – Ahmedabad, Alwar, Baroda, Bengaluru, Chennai, Coimbatore, Kumbakonam, Mumbai, Pune and Surat. Going forward the Group aims to incubate 15 more developers across 20 cities. Rajesh started his career as a Drilling Services Manager at Schlumberger Oilfield Services. He then pursued a career in investment banking with Lehman Brothers, Nomura and concluded his banking career with Standard Chartered Bank as the Regional Head (South Asia), Structured Solutions Group. Rajesh holds a B. Tech degree from IIT Delhi and an MBA in Finance from the Wharton School.





Florian Schmied, CEO, Tucher Group, Munich, Germany Florian Schmied is CEO of Tucher Group, based in Munich. Prior to this, Florian was Chairman of Tucher & Schmied Family Office, Munich and Chairman of European Union Sustainable Urbanization Association, Munich. Florian Schmied is shareholder of the Tucher & Schmied Family Office, as well as founder and CEO of Euro Sino Invest Group (ESI). Since 2008, Florian Schmied has managed two offshore funds, in addition to acquiring and developing several tracts of land in China. Florian Schmied is also managing shareholder of M&P Group, a leading German environmental engineering company with over 25 years of experience and 11 offices worldwide, including in Beijing. Florian Schmied’ Previous Positions: • CEO and founder of ESI Group • Managing Partner of M&P Group • Founder of Tucher & Smith Trading Co. • Chairman of the Board of several Chinese real estate development companies • Chairman of the European Union Chamber of Commerce in Shenyang EURO SINO INVEST, ESI, which has its headquarters in Beijing, specializes in developments in China’s real estate sector, particularly in 1st and 2nd tier cities. China’s 2nd tier cities, of which almost two dozen are million-resident metropolises, are currently undergoing a period of growth that offer attractive yield opportunities. Combining international know-how with practical experience, ESI takes part in this upswing by means of project development; starting first with residential properties, followed by commercial and industrial buildings. ESI is closely involved with these project developments along the entire value chain; from land purchase, construction and sale of the residential, commercial and industrial units to property management post-completion.

Jurgen Hammer, Chief Risk Officer & Head of Performance Management, Grameen Credit Agricole Foundation, Paris – Chairman of the Board, Social Performance Taskforce Jurgen Hammer is the Chairman of the Board of Directors of the Social Performance Task Force (SPTF), directly in charge of strategic outreach, as well as Chief Risk Officer and Head of Social Performance Management at Grameen Credit Agricole Foundation (GCAF), an investor in financial inclusion and social business. Jurgen’s involvement in financial inclusion started in 2006 when he joined EFSE (European Fund for Southeast Europe), a leading investment fund for the Balkans. Before returning to Paris in 2008 for the set-up and launch of GCAF, he managed the technical assistance program at JAIDA, the local structured investment fund created to finance and support microfinance institutions in Morocco.





Jurgen Hammer continued his involvement in Morocco as an independent Board member of JAIDA until 2016. He also serves as a Member of the Board of Directors at ACAD Finance, a rural MFI in Palestine. He has over 15 years of experience in corporate and investment banking at Deutsche Bank, AS Senior Banker at Banco Santander and as Co-Head of Fixed Income and Securitization at Credit Lyonnais/CALION (now CA-CIB), working with Sovereigns, Financial Institutions and Corporates in Eastern Europe, Africa and the Middle East. Jurgen holds an MBA in International Business from City University New York – Baruch, and a Master in Applied Economics from Paris University, Dauphine. He completed his primary and secondary education in Germany.

Nicholas Ashburn, Senior Director, Impact Investing, The Wharton School of the University of Pennsylvania, Chicago Chairman of the Afternoon Session Nick Ashburn is the Senior Director for Impact Investing at the Wharton Social Impact Initiative, where he oversees Wharton’s impact investing research and educational activities. He has been a Lecturer in the School of Social Policy and Practice at Penn and has taught Social Entrepreneurship at the LBJ School of Public Affairs at the University of Texas-Austin. Nick has worked on projects with major foundations, government agencies, large financial institutions, and corporations on diverse projects ranging from innovative finance for social impact, design thinking for poverty alleviation and education in developing countries. He holds a master’s degree in international development from the University of Pennsylvania and is also fluent in German. Nick is a co-author of “Great Expectations: Financial Performance & Mission Preservation in Impact Investing” and also co-hosts “Dollars & Change” on Sirius XM Channel 111 Business Radio powered by the Wharton School.





Tenke A. Zoltani, Independent Investment Advisor, Better Finance, Geneva Tenke Zoltani is an expert in the field of impact investing, with transactional experience from strategy to execution, focusing on the climate, food, water, and energy segments. She was most recently Director, Impact Investing at UBS where she joined to develop the impact advisory offering for UHNW clients of the bank. With a decade of experience in the field of sustainable finance, before joining UBS Tenke founded Better Finance, a boutique advisory company. She worked with families, international corporations, NGOs, and individuals to identify, design, implement and manage sustainable financial solutions to impactful investing and philanthropic giving. Prior, Tenke was an Investment Manager at Islan Asset Management in Switzerland, advising global agribusiness Bunge on direct investments, and implementing projects in least developed countries' food-water-energy sectors. Tenke is a CAIA charterholder, and was selected as a 2013 Global Economic Symposium Fellow. She is a Committee Member for 100 Women in Hedge Funds, an Executive Committee member of Sustainable Finance Geneva, and on the advisory boards of the AlphaMundi Foundation and Impact Finance. Tenke holds a B.A. in Economics and Political Science from Columbia University and a M.Sc. in International Political Economy from the London School of Economics.

Sara Olsen, Founder & CEO, SVT Group, Silicon Valley

Sara founded SVT Group in 2001 after cofounding the Global Social Venture Competition and working in a social enterprise founded by Shorebank in Chicago. She has worked with nearly 100 unique clients internationally, has taught 5,446 individuals about impact management in person and has exposed over 30,000 to the concepts via writings and remote trainings since starting SVT. Bloomberg Businessweek has recognized Sara twice as one of America’s Most Promising Social Entrepreneurs for her work defining the impact management discipline. She is a founding board member of Social Value United States, co-chair of the methodology subcommittee of Social Value International, an adjunct faculty member at Middlebury Institute of International Studies and Hult International Business School, and the author of many publications on impact management. Sara earned her MBA from UC Berkeley and MSW from the University of Chicago, and views her most formative education to have come from living and teaching in the Mississippi Delta after college. She lives with her daughter and partner in Silicon Valley.

http://www.svtgroup.net/

http://www.sv-us.org/

http://www.miis.edu/

http://www.miis.edu/

http://www.hult.edu/





Matthijs de Bruijn, Senior Consultant, Steward Redqueen, Haarlem, NL Matthijs is a Senior Consultant at Steward Redqueen. He is a well-known expert on development impact modelling and evaluation, ESG integration and non-financial reporting. He is an advisor to commercial banks, development financial institutions, private equity firms and institutional investors. He assisted several European DFIs as well as impact investment firms in the development and implementation of tailored impact models, and carried out more than twenty in-depth evaluations of impact investment funds, fund-of-funds, and capacity building programmes. For institutional investors he regularly advises on RI policy, ESG integration and integrated reporting. In addition, he designed training programmes on both ESG management and impact measurement for impact fund managers. He is the author of a study on the question of attribution in impact investment (DCED), a roadmap on E&S management systems (IDB), and articles on the enabling role private equity plays in private sector development and impact measurement for SME fund managers. Prior to joining Steward Redqueen he worked for multilateral organisations in New York and Brussels.

Rodolfo Fracassi, Managing Director and Co-Founder, Mainstreet Partners, London

Rodolfo founded MainStreet Partners in 2008 to invest in businesses that generate a combination of financial returns and positive impact on society and the environment. Prior to this he served as an Executive Director at Goldman Sachs Asset Management, in charge of developing business opportunities with institutional investors, distributors and consultants across southern Europe. Rodolfo covered a similar position at Franklin Templeton Investments, co–heading the Italian institutional department. He also held positions at Salomon Smith Barney and started his career at the Italian Trade Commission in Hong Kong as market analyst. He graduated at Bocconi University in Milan. Rodolfo is a Chartered Financial Analyst, member of the UK CFA Society, member of the Italian advisory board to the G8 impact investment taskforce, and board member of Opes Foundation. A keen cyclist, he took a year off in 2007 to realize his dream of crossing South America by bicycle, from Quito in Ecuador to Ushuaia in Argentina across Peru, Bolivia and Chile.





ESAFON PARTNERSHIP OPPORTUNITIES 2018

Should you like to enhance your brand and promote your impact expertise, products and services to high profile Single Family Offices, Impact Private & Institutional Investors and Impact Fund & Asset Managers, don’t hesitate to benefit from the ESAFON Partnership Opportunities now available for Global Impact Investing, April 29th, 2018, Mövenpick Hotel, Geneva

If interested, please contact Dr Anne Golbery, Senior Managing Director, ESAFON, at [email protected] or on her mobile 00 33 6 45 83 67 67.

Anne will be pleased to discuss with you your specific needs of communication to the Impact Market. “EXHIBITOR PARTNER”: 2’950 CHF • partner logo inserted in the conference brochure • an exhibition space in the conference foyer for the duration of the conference to set-up your booth • a personalised invitation to send to your contacts with a 50% discount for any registration from your contacts • your Corporate Profile inserted on our web site with a link to your web site • 3 complimentary conference invitations for your colleagues or clients (value: 2’100 CHF) • the complete mailing list of the conference participants “FIRST CLASS PARTNER”: 3’950 CHF • a 30 minute non-commercial presentation as a speaker • a personalised invitation to send to your contacts with a 50% discount for any registration from your contacts • your Corporate Profile distributed to the participants • 4 complimentary conference invitations for your colleagues or clients (value: 2’800 CHF) • the complete mailing list of the conference participants “SILVER PARTNER”: 5’950 CHF • partner logo on front page of the conference brochure • a 30 minute non-commercial presentation as a guest speaker with a formal introduction from the chairman • lunch or cocktail hosted by your organisation (luncheon costs included in the total package of 5’950 CHF) • partner's logo appears on the schedule in participant folders • your Corporate Profile published on our web site and distributed during the conference • a personalised invitation to send to your contacts with a 50% discount for any registration from your contacts • 5 complimentary conference invitations for your colleagues or clients (value: 3’500 CHF) • the complete mailing list of the conference participants “GOLD PARTNER”: 7’950 CHF • all the conditions applying to EXHIBITOR partnership, plus: • partner logo on front page of the conference brochure • lunch or cocktail hosted by your organisation (lunch included in the total package of 7’950 CHF) • a 30 minute non-commercial presentation as a guest speaker with a formal introduction from the chairman • 10 complimentary conference invitations for your colleagues or clients (value: 7’000 CHF) “LEAD PARTNER”: 8’950 CHF • all the conditions applying to GOLD partnership, plus: • exclusivity of partnership to company's market sector The ESAFON Partners take in charge their travel and accommodation expenses Benefit from a special 20% discount on the standard fee, for early partnership registration, available by February 28th 2018

TO KNOW MORE, PLEASE EMAIL BACK THE HERERAFTER COUPON TO [email protected]

Yes, I am interested by your Partnership opportunities. Please contact us to discuss further First Name, Last Name: …………………………………………………………………………………………………… Company Name: ……………………………………………………………………………………………………………… Signature: ……………………………………………………………………………………………. C1820

mailto:[email protected]





ESAFON BOARD MEMBERS

François Golbery, Chairman, ESAFON, Switzerland [email protected] François Golbery is the Chairman of ESAFON, a not – for - profit independent association registered in the Registrar of the Federal Office in Bern with the objective of promoting and facilitating best practices within the Finance industry. At ESAFON, we are committed to help drive the impact agenda forward as we firmly believe that environmental and social unbalances - well described under the UN SDG’s - need urgently to be addressed strategically and financially. François strongly supports the development of a mainstream global impact capital market driven by investor’s willingness and preference to achieve alongside financial returns, environmental and social returns as well. Through ESAFON and its high profile expert network, Family Offices, strong drivers of Impact Investing, will learn how to develop the strategic and practical tools to master the hard compiling process to due diligence and risk assessment. François is a Senior Managing Partner at MGFF Ltd, a global strategic advisor to Institutional & Private Investors involved in impact and sustainable investments. Latest assignments include strategic advisory services to international timberland manager in fund set-up and profiling. François has built –up a personal network of high calibre experts that are instrumental to forge the future during its tenure at MGI. In 1988, he started-up and grew the French subsidiary of IIR, a US leading conference business organization in Paris as the most profitable entity of the group and was elected Manager of the Year in 1992 & 1993. He received his prize from Edward de Bono, the originator of the lateral thinking concept. Took over the overall responsibility of the Portuguese office and consequently had a team of 150 people under his responsibility. He holds an MBA in Finance from the University of Hartford (Connecticut), under the patronage of Michel Barnier, former Commissioner of the Internal Market Division of the European Commission and now in charge of negotiating the Brexit for the EU. François Golbery is a member of the Royal Ocean Racing Club in London. François is co-owner and an active manager in forestry assets.

Dr Anne Walhain Golbery, Senior Managing Director, ESAFON, Switzerland [email protected] Dr Anne Walhain Golbery is Managing Director and Board Member of ESAFON, a non-profit independent association started in 2001. ESAFON new objectives from 2015 are to help family offices, private and institutional investors increase access, scalability and effectiveness of their Global Impact Investments. Anne is Managing Partner of MGFF Ltd, a global impact investment advisor helping managers structure impact investments. François & Anne are Partners in life and in business; Anne has been the co-founder of MGI Management Global Information SA, managing the global operations of MGI for 18 years. Previously, as IT Program Manager, Anne has been designing and implementing Technical Information Systems for the Space Electronic Equipments at EADS, France, for 12 years, from 1982 to 1994. Anne held a Doctorate in Atomic Physics, University of Caen, France, 1979. She enjoys doing business and sailing with François for 32 years. She has been racing as navigator on a One Ton sailing boat during the Fastnet Race 1979. Anne is co-owner and manager in forestry assets.







ESAFON 2018

If you are an Asset Manager, a Fund Manager, the Head of a Family Office or a Strategic Advisor, join

ESAFON – The European & Swiss Network of Asset and Fund Managers, Family Offices and Strategic Advisors

ESAFON is a Swiss registered non-profit association located in Switzerland that includes family offices, institutional investors and best in class experts addressing global strategic impact investment issues. With 100 honorary members, the primary objective for ESAFON in 2018 is to help family offices and institutional investors increase access, scalability and effectiveness of their Global Impact Investments. Thanks to ESAFON and its high profile expert network, Family Offices, strong drivers of Impact Investing, will learn how to develop the strategic and practical tools to master the hard compiling process to due diligence and risk assessment.

ESAFON members network with major international leaders through think tank meeting and social events. Two past major conferences November 16th 2016 & May 18th, 2017 in Geneva have addressed global impact asset allocation across total portfolio.

The Global Impact Community will gather April 19th, 2018 - Geneva

A major ESAFON Global Impact Investing conference dedicated to all those involved to expand the path of global impact investing

ESAFON members will furthermore have access to the GLOBAL IMPACT FAMILY OFFICE CO-INVESTMENT PLATFORM 2017 through the ESAFON website: www.esafon.com

• Their details are added to the ESAFON DIRECTORY which is updated on a monthly basis. • They benefit from one personal complimentary invitation to one ESAFON conference 2018 and from a 50% discount

on their registration fee to all ESAFON Conferences during one year. • The Annual Individual Membership Fee 2018 is 400 CHF. • The Annual Institutional Membership Fee 2018 is 900 CHF. It allows each Institution, Member of ESAFON, to register

until 3 executives as ESAFON Members • ESAFON Honorary Membership: this membership is restricted to the Donors willing to support the Association

ESAFON for one year : from 1’000 CHF • Please find ESAFON MEMBERSHIP APPLICATION FORM below.

For more information concerning ESAFON Membership, please contact:

Dr Anne Golbery, Senior Managing Director, ESAFON by either e-mail: [email protected], or mobile phone: + 33 6 45 83 67 67

http://www.esafon.com/






To apply as ESAFON member, please return this form to ESAFON by email: [email protected]

ESAFON APPLICATION FORM 2018

Name: ............................................................................................................................................

Job Title: .......................................................................................................................................

Company: ......................................................................................................................................

Address: ........................................................................................................................................

City & Zip-Code: ..........................................................................................................................

Country: ........................................................................................................................................

Telephone: .....................................................................................................................................

E-mail: ...........................................................................................................................................

Yes, I wish to enter the non-profit Association ESAFON, The European and Swiss Network of Asset and Fund Managers, Family Offices and Strategic Advisers for one year 2018 I am introduced by:……………………………………………………………….

Yes, I send you a short biography by e-mail with a colour portrait to be published on the private ESAFON website 2018

Annual Individual Subscription 2018

(400 CHF)

Annual Institutional Subscription 2018 Until 3 members (900 CHF)

Annual Honorary Membership 2018 Donor :………………………….

(from 1’000 CHF)

Yes, I will send you the payment upon receipt of your invoice

Date: Signature:






How to Register: Please send back this Form fulfilled and signed to our Customer Service at [email protected]

CONFERENCE: (cpe: 8 hours) 02.12.2018

Title: IMPLEMENTING A GLOBAL IMPACT INVESTMENT STRATEGY

Date: April 19th, 2018

Conference Code: C1820

Conference Venue: Mövenpick Hotel, Geneva www.movenpick.com This 5* Business Hotel is very closed to the Airport and has a free shuttle available every 20 min for its clients

REGISTRATION:

Name……………………………………………………………….First Name……………………………………………………………………

Position………………………………………………………………………………….

Company……………………………………………………………………………….

Address-----------------------------------------------------------------------

E-mail……………………………………………………………………….Tel………………………………………………………………………

GLOBAL IMPACT INVESTING STRATEGY Fee includes Refreshments, Buffet Lunch, a Full Documentation Package including the CD ROM of the speaker presentations

Yes, I wish to register * April 19th, 2018, Mövenpick Hotel, Geneva - Code C1820 Yes, I wish to book a room at Mövenpick Hotel

At the special ESAFON rate of 220 CHF

Standard Registration Fee

650 CHF

Special Early Registration Fee for Registration & Payment by February 28th 2018

500 CHF

Special Early Registration Fee for group of 2 persons and more, for Registration & Payment by February 28th 2018

400 CHF per delegate

Date: …………………………………………………… Signature: ……………………………………………

*Please tick the applicable box Yes, I will pay by wiring transfer upon the receipt of my invoice

Please send the invoice to the following address: Name, Job Title:……………………………………………………………………………………………………… Address:………………………………………………………………………………………………………………………


http://www.movenpick.com/

the 3 annual global impact investing conference global

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