Investors are connecting with impact...

now's the time for advisers to connect with impact investing.

The countdown to the SIA continues...

Come and join impact investing's market leaders at the stunning home of the London Symphony Orchestra - LSO St Luke's - for this year's Social Investment Academy (SIA).

The SIA, now on its seventh event, is a unique CISI-endorsed CPD forum where you can connect with pioneering IFAs and fund managers who are bringing impact investment to the mainstream amongst private investors. 

In attending, we believe you will gather the market intelligence, resources and connections you need to help move impact investment forward in your business and respond to growing investor positive impact demands.

Hear from influential market leaders on:

• the current opportunities in the impact universe
• the range of products available
• latest sector news and
• how to better engage the changing investor landscape. 

Objectives

Some of the key questions we aim to answer on the day include:

Every investment has an impact but how does the adviser firm determine what’s on the impact spectrum and where it sits?

• What are the key characteristics of mainstream retail impact investment funds?
• What are the underlying assets?
• Who creates and manages the products?
• Who invests in them?
• How to clarify how important these are to clients.
• What’s the impact?
• How to benchmark performance (environmental/social good and risk/return)?

Draft agenda (Subject to change):

0900 - 0930: Registration and coffee/tea on arrival

0930 - 0940: Welcome Gavin Francis (Founder and CEO of Worthstone)

0940 - 0950: Keynote speaker Elizabeth Corley CBE (Chair of Advisory Group to government on Growing a Culture of Social Impact Investment, also Vice-Chair and former CEO of Allianz Global Investors)

• The emergence of social impact investment and the future drivers for growth 

0950 - 1000: A financial planner’s perspective Richard Child CFP (Director, Paradigm Norton):

• Five challenges I had to overcome when advising on social impact investment

1000 - 1030: Leading Social Impact Investment Funds – Part I

• 1000-1015 Simon Bond, Director - Responsible Investment Portfolio Management (Threadneedle UK Social Bond)
• 1015-1030 Henry Boucher, Deputy CIO (Sarasin Responsible Bond fund)

1030 - 1100: Networking break over coffee

1100 - 1130: Leading Social Impact Investment Funds – Part II

• 1100-1115 Ricardo Pineiro, Partner - Head of UK Solar (Foresight Solar fund) 
• 1115-1130 Hamish Chamberlayne, Portfolio Manager (Henderson Global Care Growth fund)

1130 - 1215: Panel discussion and audience Q&A facilitated by Cliff Prior (CEO, Big Society Capital). Panelists include:

• Damien Lardoux (Portfolio Manager, EQ Investors)
• Wayne Bishop (Director of Ethical Fund Management, King and Shaxson)
• George Critchley (Senior Partner, Pennine Wealth Solutions)
• James Lawson (Partner, Tribe Impact Capital)

1215 - 1300: Leading Social Impact Investment Funds – Part III

• 1215-1230 Adam Robbins, Senior Investor Relationship Manager UK (Triodos Sustainable Pioneer fund)
• 1230-1245 Seb Beloe, Partner - Head of Research (WHEB Sustainability fund)
• 1245-1300 Grace England, Investment Manager & Simon Chisholm, Investment Director (Resonance SITR Fund)

1300 - 1345: Networking lunch

1345 - 1400: Launch of adviser toolkit and methodology Gavin Francis (Founder and CEO, Worthstone) and John Fleetwood (Founder, 3D Investing)

1400 - 1445: Stakeholder panel discussion and audience Q&A facilitated by Sarah Gordon (Business Editor, Financial Times). “Challenges and opportunities of implementing a social impact investing advice process." Panelists include: 

• Russell Facer (MD, threesixty)
• Jamie Broderick (Group MD, UBS Wealth Management)
• Caroline Mitchell (Lead Ombudsman, Financial Ombudsman Service)

1445 - 1450: Close: Gavin Francis 

1450 - 1500: Surprise musical beneficiary

Keynote speaker: Elizabeth Corley, CBE

Non-executive Vice Chair of Allianz Global Investors and chairs the advisory group to the UK government on how to make socially themed investments more available to individuals.

Elizabeth Corley is non-executive Vice-Chair of Allianz Global Investors. In 2016, she was elected to the Board of Governors of the CFA Institute and in 2014, she was asked by HM Treasury, the Bank of England and the FCA to chair a panel of market practitioners to contribute to the Fair and Effective Markets Review. Elizabeth also chairs an advisory group to the UK government on how to make socially themed investments more available to individuals.
Elizabeth was named Most Influential Woman in Asset Management in 2009, CEO of the Year in 2011 and Most Influential Person in Asset Management in 2012 by Financial News.

Want to hear more about Elizabeth? Here's a couple of interesting facts...

• Elizabeth is a writer and has had five crime thrillers published
• Elizabeth is a non-executive director of both Pearson plc, the British multinational education company and BAE Systems plc, the UK defence, aerospace and security company and is also a trustee of the British Museum
• Elizabeth was awarded a CBE in 2015.

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