Programma van Seminar ‘How to create Impact via Public & Private Markets in Energy Transition, Natural Capital & Biodiversity?'

Nikki Trip, Analyst and Sustainability Specialist, AF Advisors

Brenda Kramer, Executive Director, Sustainable Finance Lab

Jeroen Bos, Global Head of Equity, AXA Investment Managers (confirmed)

To set the scene, Jeroen Bos, Global Head of Equity at AXA Investment Managers, will discuss several different options to integrate biodiversity aspects in investment portfolio’s, both for public and private investments. Options that will be discussed include investing to lower footprint and portfolio risk, investing in solutions to facilitate the transition to a more biodiversity friendly society, investing in natural capital as well as integrating biodiversity insights into security selection, portfolio construction and active ownership.

Nick Moss, Head of Nature Based Solutions, Nuveen Natural Capital

Nature based solutions aim to enhance the environmental and social value of natural capital assets. This allows for value recognition for more than just timber and crops but provides the potential to enhance returns and diversify revenues for forest and farmland management activities that produce quantifiable ecosystem service values. Natural capital and the development of Nature Based Solutions are benefitting from powerful industry tailwinds. Increasingly there is growing market and demand side trends that will contribute to the market growth for Natural Capital and Nature Based Solutions.

In a broader portfolio context, natural capital and nature based solutions investment offers a number of benefits, including:

• improve on the overall risk return profile of a portfolio through portfolio diversification
• a hedge against inflation
• attractive total returns.

Herman Gelauff, Head of Portfolio Management, MT-member, a.s.r. real assets investment partners

ESG & climate change is one of the major fundamental drivers of investments in the infrastructure market. To implement this theme in investment portfolios, there are increasingly more investment opportunities. Of course, this can be done through now relatively widely accepted investments in renewables such as wind and solar parks, but a.s.r. real assets investment partners believes that there are more attractive opportunities.

1.15 pm: Case Study 1
Xander Urbach, Senior Advisor Responsible Investment, MN

1.30 pm: Case Study 2
Rosemarijn van der Meij, Fund Manager Sustainable Investments, ASN Impact Investors, en Erhan Yildiz, Investment Director, StartGreen Capital

1.45 pm: Case Study 3: Biodiversity as a Growth and Impact Driver
Adrien Cambonie, Portfolio Manager, Impact Analyst, UBP

Isobel Edwards, VP, Global Head of Green, Social, and Impact Bond Research, Goldman Sachs AM

• Bert Kramer, Head of Climate Research, Climate Scenarios & Sustainability, Ortec Finance
• Marjolein Meulensteen, Senior Portfoliomanager Sustainable Investing, a.s.r. vermogensbeheer
• Cherry Muijsson,CIO, BlackRock
• Daan de Zwart, Investment Strategist, pension fund Rail & OV

Rosie French, Head of Sustainability, Schroders Greencoat

4.15 pm: Case Study 4
Aida Giniyatullina, Senior Portfolio Manager Private Debt, NN Group

4.30 pm: Case Study 5
Jan Bertus Molenkamp, Co-Founder, Impact Orange Partners

• Adrien Cambonie, Portfolio Manager, Impact Analyst, UBP
• Aida Giniyatullina, Senior Portfolio Manager Private Debt, NN Group
• Rosemarijn van der Meij, Fund Manager Sustainable Investments, ASN Impact Investors
• Jan Bertus Molenkamp, Co-Founder, Impact Orange Partners
• Xander Urbach, Senior Advisor Responsible Investment, MN