CONFERENCES 2013

2nd Africa Pensions and Sovereign Funds Investment Forum 2013

Panel Day 2: Responsible Investing in Africa - Risks and Opportunities

16:45-17:30 Tuesday 3 September

London UK, Monday-Wednesday 2-4 September 2013

@africonomie @mncapital @mncapitalmarkets @AfricaSIF @SinCoESG #APSFIF2013

http://www.apsfif.com/agenda-enquires/agenda

SinCo works as a project partner to the Africonomie MNCapital team producing their 2nd Africa Pensions and Sovereign Funds Investment Forum: The Premier Investment Funds and Asset Management Network. Bringing together over 200 frontier and emerging markets investment professionals institutional investors, and policy-makers.  This page captures our event collaboration. Follow on #APSFIF2013 tweets on @africonomie @mncapital @mncapitalmarkets @AfricaSIF @SinCoESG as well as @ESGarchitect.


See also

Africa Pensions and Sovereign Funds Investment Forum: The Premier Investment Funds and Asset Management Network. Bringing together over 200 frontier and emerging markets investment professionals institutional investors, and policy-makers.



Responsible Investing in Africa - Risks and Opportunities

Panel Day 2 16:45-17:30


This panel session will explore the risks and opportunities of responsible investing in Africa for institutional investors and asset managers. What evidence supports the argument that responsible investing has direct impact on return on investment?  Is responsible investing just a moral obligation for investors, or can it drive Africa's sustainable future? What investment and/or business case exists for Integrating ESG into portfolio management in Africa?



Speakers:


Peter Webster, Chief Executive Officer, EIRIS

Jillis Herpers, Head of Sales, EMEA, MSCI

Vivina Berla, Senior Partner & Managing Director - Europe, Sarona Asset Management

Dr James Gifford, Executive Director, Principles for Responsible Investment


Moderator:

UPDATE 3 September 2013

Lise Pretorius, Lead Researcher at ShareAction’s Green Light Projec and AfricaSIF.org 

will be substituting for 

Graham Sinclair, Principal, SinCo - Sustainable Investment Consulting, and Co-Founder, AfricaSif.org - Africa Sustainable Investment Forum

BIOs


Lise Pretorius

Lise is currently lead researcher and writer for ShareAction’s Green Light Project, which aims to turn major UK pension funds into climate-conscious investors.  She was previously at Financial Mail, the leading business weekly in South Africa, covering the energy and chemicals sectors, and more broadly sustainability, and was awarded Energy Journalist of the year 2012 by the South African National Energy Association for her work which included covering COP17 in Durban.

Lise holds an Honours degree in Economics from the University of Cape Town and a Masters degree in Environmental Economics from the London School of Economics, and has published work on Responsible Investment and the role of water accounting in conflict mitigation. Her ideas on a new generation of wealth featured at TEDxCapeTown in 2011. She lives in London UK and tweets from @lisenatalie.


Peter Webster, Chief Executive Officer, EIRIS

Peter Webster has been Chief Executive Officer of EIRIS since its foundation in the 1980s, and has been involved in the promotion and development of responsible investment in its various forms throughout the last 25 years. Peter is a regular conference speaker as well as advising clients on the creation or development of new approaches to responsible investment.His current interests in this field include how PRI signatories can implement the commitments they sign up to in ways that make a significant difference to corporate performance and reporting across all the Global Compact issues (Environment, Human Rights, Labour Standards and Combating Bribery); the most effective role investors can play in advancing the Climate Change agenda; and what can be learnt from the experience of responsible investors and the models of corporate responsibility that they have encouraged that is of relevance to the re-structuring of the present international financial system to re-build trust and confidence, and reduce the prospect of future ‘crunches’. See more at: http://www.eiris.org/about-us/team/#SMT


Jillis Herpers, Head of Sales, EMEA, MSCI


Vivina Berla, Senior Partner & Managing Director - Europe, Sarona Asset Management


Dr James Gifford, Executive Director, Principles for Responsible Investment


Graham Sinclair, Principal at SinCo [Sustainable Investment Consulting] and Co-Founder of AfricaSIF.org [Africa Sustainable Investment Forum]

Graham is a sustainable investment strategist at SinCo - sustainable investment consulting. At SinCo he leads engagements to design and develop the sustainable investment case for clients managing billion dollar investments or global investor initiatives. As ESG architect he integrates environmental, social and governance (ESG) factors into investment strategies, processes and indexes in frontier and emerging markets. Recent projects tackled private equity in emerging markets, green bonds, pension fund investment value chains, a national sustainability index and impact investing. As an original thinker at the frontier of sustainable investment, his work over the past decade has explored sustainable investment themes including long-term investment, influential investor networks, fiduciary duty, carbon intensity, water scarcity, biodiversity, nutrition security, and sustainable mining. Before joining KLD in Boston, he worked in investment banking and managed private sector pension funds, exiting global multi-manager SEI Investments in 2002. Graham chairs the Prudential Assets Working Group of the investment industry group ASISA, is a member of the Investment Analysts Society and lifetime member of Net Impact. Graham is President and co-founder of the not-for-profit Africa Sustainable Investment Forum project, AfricaSIF.org. 

Graham has lectured on sustainable investment at leading business schools in North America, Europe and Africa, and has contributed three chapters on Private Equity, Africa and Sustainability Indexes to "Evolutions in Sustainable Investing" (Wiley Finance, 2012). Graham holds an MBA from the Villanova School of Business (where he co-designed the long-only US equity Arnone-Lerer Fund) and an LL.B from the Howard College School of Law as well as various industry certifications including the inaugural WWF One Planet Leaders programme in 2008. Graham resides in Vermont, USA and Western Cape, South Africa. On any day he would rather be cycling a mountain pass.

Attending Organisations (at xx August 2013, alphabetical)


...

Africa Pensions and Sovereign Funds Investment (APSFI) Forum | 2013 London Meeting

Panel Day 2 Tue 3 Sep

16:45-17:30: 

Responsible Investing in Africa - Risks and Opportunities

London UK

http://www.sincosinco.com/sinco-conferences-2013-apsfif2013.php

@africonomie @mncapital @mncapitalmarkets @AfricaSIF @SinCoESG #APSFIF2013

http://www.apsfif.com/agenda-enquires/agenda

45 minutes

  1. Peter Webster, Chief Executive Officer, EIRIS http://www.eiris.org/about-us/team/#SMT 
  2. Jillis Herpers, Head of Sales, EMEA, MSCI 
  3. Vivina Berla, Senior Partner & Managing Director - Europe, Sarona Asset Management  http://saronafund.com/ourTeamManagement.php 
  4. Dr James Gifford, Executive Director, Principles for Responsible Investment  http://unpri.org/people/ 
  5. Graham Sinclair, Principal at SinCo [Sustainable Investment Consulting] http://www.sincosinco.com/graham-sinclair.php and Co-Founder of AfricaSIF.org [Africa Sustainable Investment Forum] http://www.africasif.org/team-bios.php 


Working within the overall theme of the event, and the topic Africonomie has scoped for us, my approach to chairing the panel is to introduce the panel, then engage the topic with your insights and experience. I look forward to sharing some sharp facts with good humour, helping to deliver something memorable to the audience that moves forward Responsible Investing in Africa. 

We will reference seminal works on responsible investment in Africa, including

  1. Sub-Saharan Africa (SinCo+RisCura for IFC, July 2011)
    1. http://bit.ly/18wRkSW
    2. SIinSSA project page http://www.sincosinco.com/siinssa.php 
  2. North Africa (BSR Europe + Hawkamah Institute + Sustainability Excellence for IFC, January 2011) http://bit.ly/1ftOf9Z
  3. Africa sections in Global Sustainable Investment Review 2012 http://gsiareview2012.gsi-alliance.org/#/1/ 
  4. AfricaSIF.org 2013 Trends Report http://www.africasif.org/trends-report-2011-2013.php 


SUGGESTED FLOW

  1. CHAIR:  opening comment to panel referencing some key data points for Responsible Investing in Africa on size of market, country differences, some key players, and landmark events since 1994
  2. PANEL Q1:  2 minute intro to your day job, what size of assets you/your firm manage, who your clients/members/signatories are, what ESG issues you do/do not work with. 
  3. PANEL Q2:  If no-one wants to be an irresponsible or unsustainable investor, why is responsible investment and sustainable investment so hard to do in Africa? 
  4. PANEL Q3:  What are greenwashing investors doing in Africa? Why is this not good for real RI?
  5. PANEL Q4:  How will RI help a specific pension fund or its members or its communities?
  6. PANEL Q5:  In investment with ESG in Africa, in what way are you an idealist? A realist?
  7. Q&A from audience. Take 3 q’s at a time. Ask audience to introduce who they are, and get straight to question. Indicate who should answer. Keep answer brief.
  8. PANEL Q6:  What has been your best (worst) ESG investment in the past year?
  9. CLOSE Q7: What one thing should the audience know about your work still to come in 2013? (1 minute closing comment each)


ACTION

  1. By 5pm today, please send thru short bullet point answers to each of these 5 items for PANEL (above) and your bio to this thread so we have all the info in one place for all us colleagues. 
  2. From your email reply, the panel chair will begin collating and streamlining the flow of the conversation to make the panel hang well together, and have each of you know what the other is contributing.


EXPECTATIONS

Based on my experience on doing this a few times on a few continents, some expectations that help the panel do well:

  1. Panelists are more impressive where they combine facts, opinions, experiences, anecdotes and a little self-deprecating humour.
  2. Please include numbers and words. Try not sound like someone’s aunt/uncle with rambling anecdotes, offer sharp insights and real facts.
  3. Reference all comments to facts and sources so the audience can follow up. Please cite and acknowledge all sources accurately allowing the audience to follow up with your insights. 
  4. Please come prepared with maximum 2 slides. We may not use them, but have them available and/or as handouts to the audience. A panel does not do well with slides.
  5. In the Q&A try and respectfully answer even oblique questions, and help keep the audience on topic - Responsible Investing in Africa - Risks and Opportunities


Come looking forward to illustrate and challenge your viewpoints, and those of your colleagues.

And expect to have a little fun!


Thank you for choosing to join this panel.

 
 


Follow us on

            

"Graham has been a great friend and colleague over the years, and is an absolutely first-class speaker and session leader particularly in the areas of ESG and indexing." - Producer, Investment Management Unit of global conference producer, Boston






"Your presentation was awesome!"  - Editor, online investment forum





"It was great to see you at the conference. You did a stellar job with your segment – as always!"  -  Head of Investment Research Institute, South African asset consultant firm




"Graham brings energy, ideas and networks for solutions to complex challenges linking good business practice with good development practice. He is an exceptional facilitator of expert panels and groups of diverse stakeholders." - Manager, international financing facility, international organization, Geneva.




"Graham was extremely helpful in helping get up the curve on our sustainability initiative. Graham was very knowledgeable and insightful and allowed us to quickly get up the curve on Sustainability." - Chief Administrative Officer, Global Real Estate, trillion-dollar New York headquartered global institutional investor.




"For many investors, getting to grips with ESG issues in emerging markets is a top priority. Graham's work at PRI was crucial in encouraging new partnerships in diverse markets for this valuable work." - Executive Director, foremost responsible investment organization in Asia and former i-banking analyst.




“Graham is a very driven and passionate person to work with. His out-of-the-box thinking helped to market and increase brand awareness for KLDs Indices. We were also able to utilize his expertise in ESG Factors at our Annual Investment Symposium to hundreds of investment professionals across the United States. His friendly personality made working with him a joy.” - Institutional Sales, global investment data analytics provider.




“Graham is an excellent project manager with great leadership and creativity. While at KLD, he got to know each person's strength within a short period of time and brought out his/her best. Graham's leadership and passion for social responsibility were very inspiring. I highly recommend Graham and hope to have the opportunity to work with him again.” - MBA student, Boston.




“Graham is one of the best lecturers that I have been fortunate enough to have studied with. His style is uniquely intelligent, sharp and rich. With a wide range of contacts and highly resourceful, the sessions were riveting and especially lively, keeping everyone "on our toes" and stimulating us to learn and improve, to do more and better. I highly recommend Graham as a lecturer and professional, he is a truly outstanding change-agent and catalyser.” - MBA candidate, UK





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