Intermediaries and Social/Impact Investment—A Growing Asset Class The role of fund managers and professional advisers

Addressing 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.

Intermediaries and Social/Impact Investment—A Growing Asset Class The role of fund managers and professional advisers

Event details
Location and contact details for this event.
Event type: 
Roundtable
Date: 
19 Mar 2019 - 5:00pm to 8:00pm
Venue address: 
Rothschild & Co Wealth Management; New Court, St Swithin's Lane, London, EC4N 8AL.
Organisation: 
Philanthropy Impact
Telephone: 
02074077879
 
 
 
 
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 Burnard, 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
 
 
Philanthropy Impact would like to thank Rothschild & Co Wealth Management
 
 for generously hosting this event
 

 

Event registration
Event cost: 
This roundtable is free for members, £60/£80 for non-members
Registration: 
registration@philanthropy-impact.org