The Double Bottom Line
2021 marked a turning point in many US government policies including the rejoining of the Paris Climate Accord, the introduction of the largest ever infrastructure spending plan, and the historic mobilization of public and private epidemiological resources for the Covid -19 vaccine. Yet, the world still offers many opportunities where ESG focused and Impact investing may generate measureable positive change alongside a financial return.
This symposium will feature a lively discussion of ESG and Impact alternative investments and address this fast growing investment markets in renewable energy, social finance, affordable consumer services, healthcare and etc. The panel of industry experts will hone in on the following topics:
- How do we define Impact and ESG? How is it different than an ESG mutual fund?
- Below-Market to Market-Rate returns? Has the market gone from simple grant supporting institutions to full-fledged private equity investments with high rate of IRRs?
- Outlook for the US’ impact financing activities and the influence of governmental policies
- Latest market trends for investment vehicles? Private Equity? Debt? Crowd funding?
- Focus on climate change in investment portfolios
- Overcoming bias and wealth disparity with impact investing
- Infrastructure and resource investing
- Making consumer finance simpler and easier
- Can we get to the double bottom line? Financial outcomes or social outcomes? Or both?
Zoom Meeting features will enable you to ask questions, and chat with your colleagues in real time during the speaker session, which will be followed by a 30-minute town hall session with small breakout rooms for you to share ideas and thoughts together.
Fatima Hadj | Ms Hadj is a Senior Portfolio Manager in charge of ESG for Private Debt at DWS. She has a unique background which gives her 360° view of structured finance and private debt products. She has recently been appointed to chair the Structured Finance Advisory Committee for the UN backed Principle for Responsible Investments (PRI) program. The committee is considered to be the most important for ESG in alternative debt investments. Prior to her current role at DWS, she was responsible for scaling up the CLO/ Private Debt business at Tikehau, an alternative boutique. She is also a rating specialist for she worked for the main rating agencies (Moody’s, S&P). She started her career as structurer. Fatima is a member of the Board of the French American Foundation USA and a Goalkeeper of the Bill & Melinda Gates Foundation. Back To Top ^^
Vivien de Gunzburg | Vivien de Gunzburg founded and is the President and Managing Partner of Ceres Infrastructure Asset Management LLC, the manager of Ceres Infrastructure Private Debt Fund. Prior to Ceres, Mr. de Gunzburg established the Findercod group in the UK, Belgium and France. Prior, he was with Stephens Financial Group, an investment banking start-up, where he worked as a vice president in the M&A advisory practice. Earlier in his career, he was with Banking Group of Lazard Freres & Co. in New York and at Rothschild & Cie. In Paris. Mr. de Gunzburg received an MSc. in financial engineering from E.S.L.S.C.A. and a BA with honors from the Institut Supérieur de Gestion in Paris. Mr. de Gunzburg is fluent in French, English and Spanish. Back To Top ^^
Rekha Unnithan, CFA | Rekha is the Co-Head for Impact Investing. Rekha was an early visionary and established the intentional and leadership impact investing platform for TIAA, and is responsible for executing Nuveen’s private equity impact investing across Inclusive Growth and Resource Efficiency.
Prior to joining Nuveen in 2012, she worked for Bank of America Merrill Lynch as a vice president in the Institutional Investment Group. She has also held various positions at Merrill Lynch in Institutional Investments, and Investment Oversight and Risk Management.
Rekha graduated with a B.A. in Economics from Yale University and an M.B.A. with a specialization in Financial Instruments and Markets and Social Innovation and Impact from New York University’s Stern School of Business. She holds the CFA designation. Rekha is a board member of Aeris, a non-profit organization that helps investors make and monitor mission investments. Rekha is also on the Advisory Board of the Operating Principles for Impact Management and serves as the Chair of the Emerging Markets Private Equity Association’s Impact Council. Back To Top ^^
Molly Whitehouse | Ms. Whitehouse serves as Portfolio Manager and is a founding member of Newmarket. Her primary responsibilities are related to the origination, structuring, and management of investments. Prior to founding Newmarket, Ms. Whitehouse served as a Director at Mariner Investment Group. She has led the origination and structuring for multiple SRT investments, and is a frequent speaker at various industry conferences. Prior to joining Mariner, Ms. Whitehouse served as an Analyst at Cohen & Company and completed the White House Internship Program. In 2019, Private Debt Investor named Ms. Whitehouse one if its “Rising Stars.” Ms. Whitehouse earned her BA in Political Science with Honors from Yale University in 2011 and her Masters of Liberal Arts with a focus in Sustainable Development from the University of Pennsylvania in 2018, where the topic of her master’s thesis explored capital management practices at multi-lateral development banks. Back To Top ^^
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CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
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Allen Kim, CFA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|