Intermediaries and Social/Impact Investment—A Growing Asset Class The role of fund managers and professional advisers
This event will outline the changing role of fund managers and professional advisers including the nature of their role within the continuum of capital (from responsible investment to sustainable and impact driven investment, to social enterprise and philanthropy); the changes as a result of evolving market expectations related to impact and a balancing of financial and impact goals.
Key issues to be addressed in the event:
- What is the impact investing value proposition?
- How does one grow a culture of impact investing?
- What is needed to support the shift to impact investing e.g. agreed best practice, adjusted rewards, products, regulatory drivers?
- How do impact investors incorporate social impact in screening and assessing investments?
- How are transactions priced, structured and investment decisions made? What is the current state of impact measurement practices and what are the practical challenges investors face?
- Is this type of investment reshaping expectations around the responsibilities of business ?
- How can impact investing deal with the emerging risk of meeting the challenge of doing more good, but being perceived as not doing less harm? Of not addressing income inequality?
- What is the role of government, philanthropy, social and impact investment? Do tax reliefs play a role and can they be improved?
Chair: Nandu Patel, Managing Director, Rothschild & Co Wealth Management
Panel: Geoff Burnand, Chief Executive, Investing for Good
Daniel Drain, Specialist Portfolio Manager, Rothschild & Co Wealth Management
Nas Karim, Director, Asset Management Advisory, Ernst & Young LLP
Maggie Loo, Partner, Bridges Fund Management
Simon Boyle, Chef Founder, Beyond Food CIC
Philanthropy Impact would like to thank Rothschild & Co Wealth Management
for generously hosting this event