We wish everyone an amazing new year! TBLI is poised for a ground-breaking year as momentum keeps building for sustainable investment, and we continue to build a global community around ESG and Impact Investing.
After 24 TBLI CONFERENCEs in financial capitals around the world, and our successful launch of TBLI CONFERENCE USA last June, we are doubling the number of events in 2014.
Being able to scale up the number of events in 2014 is a very exciting development. This year sees our first two TBLI CONFERENCES in collaboration with leading business schools. We are therefore very pleased to announce the confirmed date for our TBLI CONFERENCE™ @HULT 2014.
We are pleased to be able to share with you the keynote speeches of both Erika Karp (CEO Cornerstone Capital Inc.) and Hendrik Jordaan (CEO One Thousand & One Voices), held at our last TBLI CONFERENCE USA in NewYork.
Abigail Noble leads the work on impact investing at World Economic Forum. She is the co-author of the World Economic Forum’s recent publications on Impact Investing From Ideas to Practice, From the Margins to the Mainstream. Through her work, Abigail has a good view of the development of impact investing globally.
Our 25th TBLI CONFERENCE was another amazing experience! We like to thank our Location Sponsor, Credit Suisse, for making their beautiful location available. We also like to thank our other sponsors, speakers, moderators, volunteers and all who attended. We could not have done it without your support!
Below is a video impression of the conference. We'll be publishing more videos and presentations of the Keynotes, Roundtables, Workshops and interviews soon.
Is Impact Investing going mainstream, what are current best practices in impact investing, and how can impact investments be structured successfully across all asset classes? These and other questions on the minds of Family Offices, Asset Owners and Wealth Managers will be addressed at TBLI CONFERENCE USA 2014 in 7 sessions specifically around impact investing:
Tasha Seitz has been a technology venture capital investor with JK&B Capital since 1997, focusing on enterprise software, Internet infrastructure and mobile infrastructure investments. She serves on the board of and is the Chief Investment Officer for Impact Engine, where she coaches impact entrepreneurs in fundraising as well as identifying the ever-evolving landscape of impact investors.
Having been part of several technology cycles as a venture capital investor, Tasha has seen the power of the entrepreneurs to create markets and touch people’s everyday lives, and she is a passionate believer in the power of entrepreneurship to make the world a better place.
Impact Engine is a 16-week accelerator program that supports for-profit businesses addressing today’s societal and environmental challenges. We empower entrepreneurs, mentors, and investors to make a collective impact on society by applying smart business principles to the world’s greatest problems.
Ari Frankel (Head of ESG Strategy, Real Estate, Deutsche Asset & Wealth Management, USA)
Ari Frankel is Head of ESG Strategy, Real Estate, at Deutsche Asset & Wealth Management, based in New York City. He works closely with senior managers around the globe to shape and coordinate comprehensive sustainability and green building programming and related environmental and energy strategies, and participates in sustainability initiatives across Deutsche Asset & Wealth Management and Deutsche Bank Group.
with REIT.com, earlier this year, where he was asked why gathering sustainability data has become a key project for the real estate investment industry.
Cynthia Muller (Senior Manager, Impact Investing, Arabella Advisors, USA)
Cynthia Muller leads Arabella Advisor’s impact investing practice. She helps our individual and institutional clients understand the field of impact investing, develop strategies, and structure investments to accomplish their social and environmental goals. Her extensive background in social enterprise and mission investing includes connecting public policy, programs, and capital for emerging social innovations to increase economic opportunities for under-served and marginalized communities.
Caroline Vance supports the Community Development Finance Group’s management of funds for microfinance and has special responsibility for relationships in Central and South Asia. She also manages the administration and investor relations of the FINCA Microfinance Fund B.V. and she supports the team's social performance management and monitoring efforts.
Caroline's presentation will focus on how to demonstrate and talk about impact and how to classify investments according to their different missions. Caroline will also discuss how Deutsche Bank’s Global Social Finance group has been grappling with these challenges in the context of its most recent social investment funds.
Betsy Moszeter is the COO of Green Alpha Advisors and previously was Senior Vice President of the First Affirmative Financial Network. Green Alpha Advisors is an asset management firm founded on the belief that in order to live and thrive on our planet indefinitely there is a need for economic and technological transition to sustainability.
This interesting SRI survey: First Affirmative Survey, shows how SRI has become entrenched in mainstream finance. Commenting on the survey’s results, Betsy Moszeter says “Having reached the point where one out of two financial professionals have offered SRI options to their clients, it is clear that responsible investment strategies are now a client expectation that advisors need to be equipped to provide.”
Patrick Fisher (Founder & Managing Partner - Creation Investments Capital Management, LLC, USA)
Patrick Fisher is specialist in private equity investment, with a particular experience base in impact investments, social ventures and international/emerging markets. Mr. Fisher founded Creation Investments in 2007, leading the firm in Emerging Markets, Private Equity and Impact Investing since inception. He is a market leader in Emerging Market and Impact Investing, leading investments or providing advisory services on equity and debt transactions in businesses which serve the 'Bottom of the Economic Pyramid' (BOP) through Microfinance / financial services, health care, affordable housing, clean energy, and technology.
Leslie Samuelrich is the President of Green Century Capital Management, a socially responsible investment advisory firm that focuses on environmental responsibility and manages Green Century Funds. As president, Leslie is leading the funds' investment strategies and oversees Green Century's business development, communications and shareholder advocacy. Jointly with Trillium Asset Management and 350º, Green Century recently provided an updated version of the guide 'Extracting Fossil Fuels from Your Portfolio: An Updated Guide to Personal Divestment and Reinvestment'. Further reading by Green Century: Commentary on 'Top four reasons to divest from fossil fuel companies'.
Chris Fowle (Vice President, Investor Initiatives - CDP, USA)
Chris Fowle is the VP of Investor Initiatives for CDP in North America, managing relationships with investor signatories across CDP's Climate, Water, Forests & Carbon Action programs. Chris previously worked at Chase/JPMorgan, Deutsche Bank and Lehman Brothers. With its global disclosure system, CDP is equipping investors to be able to engage with their investment portfolio companies on natural capital use, helping to proect their assets against the rirsks fo future regulation on climate change and energy, accesss to water and the protection of natural resources. CDP recently published the Carbon Action Report 2014
Paul Christensen (Associate Dean, Global Programs and Clinical Associate Professor for Finance - Kellogg School of Management, USA)
Paul Christensen is a Clinical Professor of Finance at the Kellogg School of Management where he teaches courses in microfinance and international business. In addition, he serves as Academic Director for Kellogg’s Global Study Programs and as Senior Advisor for Global Strategy. Prior to Kellogg, Paul was the founder and president of ShoreCap International Ltd. and an associate and Eegagement Manager for the consulting firm, McKinsey and Company. At TBLI CONFERENCE, Paul will be focusing on lessons learned from the microfinance industry on how to mitigate the risks impact investors face in developing markets.
To learn more about the topics on the agenda and our speakers, view our program online. Sponsorship packages are available - please contact us at firstname.lastname@example.org to learn more.
Thanks to Asia Capital Enterprises and City Developments Ltd. as Cocktail Sponsors, we have now added an additional Networking Cocktail to the program. The cocktail, available to all attendees, will be held on April 29 from 6 - 7:30pm.
In trying to get the business community to participate in an economy which takes into account people and the environment, not just profit, Robert Rubinstein, founder of TBLI CONFERENCE, doesn’t put his faith in the sector’s idealism but in investors’ greed and the ability to inflict ‘excruciating pain’ on business.
In January 2014, we created TBLI FOUNDATION - a non-profit under Dutch Law (Stichting TBLI) that will help us to serve the ESG and Impact Investment community more effectively and comprehensively. Our mission is to help mobilize money flows into ESG and Impact Investing, by offering conferences, educational services and investor research and tools.
Thank you to the first TBLI Foundation supporters:
Founders Level: * De Pury Pictet Turrettini & Cie * Golden Bottle Trust
We are pleased to announce that our CEO and TBLI GROUP founder, Robert Rubinstein, has been asked to join the Hult Prize as an honorable jury member. The Hult Prize brings together the brightest college and university students from around the globe to focus on solving one of the world’s key social challenges and awards US$1,000,000 in start-up capital to winner.