The PEI Responsible Investment Forum

The PEI Responsible Investment Forum
10th June 2010 | London

This forum is co-hosted by Private Equity International (PEI) and the Principles for Responsible Investment (PRI), an investor initiative in partnership with UNEP Finance Initiative and the UN Global Compact. The first of its kind, the forum will tackle one of the most important themes in private equity today: how to create value by following environmental, social and governance (ESG) best practice in investment strategies.

Why you should attend:

This invitation-only forum will bring together senior decision-makers from private equity stakeholder groups around the world, including select managing partners from leading private equity firms, their investors and advisors, as well as the portfolio company c-suite executives responsible for ESG delivery.

In doing so, the forum will:

Promote the understanding of ESG best practice among managers and their portfolio companies
Show how ESG best practices optimise the financial return at exit
Offer practical examples and case studies that will deliver straight to the bottom line
Create an informal networking environment for the most senior practitioners from the GP and LP communities to share ideas and inspiration
Demonstrate how to integrate ESG into the private equity life-cycle from fund formation to liquidity
Stimulate engagement with the ESG agenda within the firm and its portfolio
Identify challenges to ESG adoption, establish ways of working with ESG agenda

Confirmed speakers and panellists include:

Jesus Arguelles, Portfolio Manager, CalPERS • Ruulke Bagijn, Director of Private Equity, PGGM • Ludo Bammens, Director European Corporate Affairs, KKR • Seb Beloe, Director of SRI Research, Henderson Global Investors • Adam Black, Sustainability Manager, Doughty Hanson • Yvonne Bakkum, Director, Private Equity, FMO • Ulrik Dan Weuder, Head Inflation Linked Physical Assets, ATP • Javier Echarri, Secretary General, EVCA • Andrew Howard, Executive Director, Global Investment Research, Goldman Sachs • Johannes Huth, Head of European Operations, KKR • Philip Jennings, Secretary General, UNIGlobal Trade Union • Carol Kennedy, Senior Partner, Pantheon Ventures • Ritu Kumar, Senior Advisor ESG, Actis • Rob Lake, Head of Responsible Investment, APG • Paul Lee, Director, Hermes • Joncarlo Mark, Chair, ILPA and Senior Investment Officer, Alternatives, CalPERS • Donald MacDonald, Chairman of the Board, UN PRI • Olivier Millet, President of the Management Board, OFI Private Equity • Andrew Marino, Principal, The Carlyle Group • Tom Murray, Director of Corporate Partnerships, Environmental Defence Fund (EDF) • Andrew Musters, Global Head of Private Equity, Robeco • Vincent Neate, Partner, KPMG • Mike Powell, Head of Alternative Investments, USS • David Scaysbrook, Managing Director, Capital Dynamics • Ebba Schmidt, Responsible Investment Manager, UK Pensions Protection Fund • James Stacey, Director, Earth Capital Partners • Mike Taylor, CEO, London Pension Fund Authority • Geetha Tharmaratnam, Principal, Investments & ESG, Aureos • Maaike van der Schoot, CSR Officer, AlpInvest • Margot Wirth, Director of Private Equity, CalSTRS

An audience survey at the Private Equity International CFO & COO Forum in London last October revealed that 71% of the LP and GP attendees agreed that ESG issues could influence exits. In a November 2009 survey of GPs undertaken by the Australian Private Equity and Venture Capital Association (AVCAL), 68% of the respondents agreed that environmental, social and governance ESG issues can impact sales of portfolio companies.

Sponsorship:

If your firm would like to sponsor the PEI Responsible Investment Forum, please contact: Nicholas Lockley, Deputy Director Conferences on T: +44 (0) 20 7566 5450 or E: nicholas.l@peimedia.com

Delegates:

The audience for this event will be an invited one. Delegates may attend either at the invitation of a sponsor or at the discretion of the organiser PEI Media and the co-host PRI. All applications are subject to approval by PEI Media, so please get in touch today to request an invitation.

Investor appetite:

Investor interest in private equity managers’ approach to these issues is already strong and set to grow further. This forum has been called to address this trend: to analyse investors thinking on these issues, to investigate how returns are affected positively and to examine the impact on investee companies.

Over 670 signatories, US$ 20 trillion AUM. Can you afford to miss out on this capital?

Source: PRI 2009