Loading…
Welcome to the 2016 Impact Investment Summit Asia Pacific.

We are excited to present you this year’s program of the Asia Pacific’s largest gathering of impact investors. 

Please note that more speakers will join our stellar lineup - watch this space for updates and news!

The Program may be subject to change due to unforseen circumstances.
 

Log in to bookmark your favorites and sync them to your phone or calendar.

Breakout [clear filter]
Wednesday, October 26
 

10:30 AEDT

Australian Market Activity and Performance
This session will host the launch of "Benchmarking Impact - The Australian Impact Investment Activity and Performance Report 2016". Erin Castellas will present the findings of the study, followed by a discussion led by Dan Madhavan that explores the implications of these insights for Australian market development and places them in a larger international context.

Speakers
avatar for Abhilash Mudaliar (GIIN)

Abhilash Mudaliar (GIIN)

Research Director, Global Impact Investing Network (GIIN)
Abhilash Mudaliar is Research Director at the Global Impact Investing Network. He is responsible for shaping and implementing the GIIN's research strategy and program. Abhilash joined the GIIN with over seven years experience in social enterprise, impact investing and international... Read More →
avatar for Erin Castellas (Impact Investing Australia)

Erin Castellas (Impact Investing Australia)

Program Director, Impact Investing Australia
Erin led Impact Investing Australia's fifth market building initiative, to develop an Australian impact investment aggregate data set on market size, social and financial performance. She recently completed her PhD in hybrid value creation and social entrepreneurship at Monash University... Read More →
avatar for Daniel Madhavan (Impact Investing Australia)

Daniel Madhavan (Impact Investing Australia)

CEO, Impact Investing Australia
Daniel is a strategic thinker, leader and finance professional. He spent 12 years across different roles at JB Were including Acting CEO before joining Impact Investing Australia in 2014, where he has been able to combine his experience in financial markets with a passion for contributing... Read More →
avatar for Ben Thornley (Tideline, US)

Ben Thornley (Tideline, US)

Co-founder and Managing Partner, Tideline
Ben Thornley is a Co-Founder and Managing Partner at Tideline, a strategic advisory firm in impact investing. He co-leads the firm’s client work, with a focus on research design, business planning, program development, impact evaluation, and thought leadership. Prior to co-founding... Read More →


Wednesday October 26, 2016 10:30 - 11:30 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

10:30 AEDT

Opportunities in Asia and the Pacific
Amit Bhatia, Indian representative of the Global Social Impact Investment Steering Group, will open the session with a presentation of the impact investment landscape and success factors of Indian funds. Our panelists add extensive experience from their engagements in various countries in Asia and the Pacific. You will also learn why Australians should consider to invest in the region, and why the Pacific may be more investment-ready than you think.

Speakers
avatar for Kristy Graham (DFAT)

Kristy Graham (DFAT)

Assistant Director, Private Sector Development, Department of Foreign Affairs and Trade (DFAT)
Kristy currently leads DFAT’s work on impact investing. DFAT is working with investors, intermediaries and governments to growth the scale and impact of the impact investing market in South East Asia and the Pacific. As part of this role, Kristy is leading the design of an impact... Read More →
avatar for Amit Bhatia (Impact Investors Council, IND)

Amit Bhatia (Impact Investors Council, IND)

CEO, Impact Investors Council
Amit Bhatia is CEO of Impact Investors Council (www.iiic.in) since 2014 and an award-winning social entrepreneur. IIC is the industry association of all Impact Investors in India, who have cumulatively invested USD 2.5 billion in 350+ social enterprises across financial inclusion... Read More →
avatar for Nicholas Lazos (Insitor Impact Fund, KH)

Nicholas Lazos (Insitor Impact Fund, KH)

Co-Founder and Investment Director, Insitor Impact Fund
Co-founder and Investment Director of Insitor Management, Nicholas has worked in Cambodia for the last six years, supporting social enterprises through their start-up stage. Nicholas leads all major equity investments and takes executive roles in portfolio companies. Prior to Insitor... Read More →
avatar for Shuyin Tang (Unitus Impact, SGP)

Shuyin Tang (Unitus Impact, SGP)

Principal, Unitus Impact
Shuyin is one of the pioneers of impact investing in Southeast Asia and passionate about developing the entrepreneurship sector in the region.  She currently leads Unitus Impact's investing activities for Vietnam and the Philippines, identifying and supporting scalable business which... Read More →


Wednesday October 26, 2016 10:30 - 11:30 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

11:30 AEDT

Investor Dynamics - Institutional investors
Investor Dynamics sessions feature an interview between an Australian impact investor and an international speaker. In this interactive conversation, our speakers will discuss the current developments, opportunities and challenges for institutional investors, and reflect on the differences and similarities in a national and international context.

Speakers
avatar for Tim Macready (Christian Super)

Tim Macready (Christian Super)

Chief Investment Officer, Christian Super
Tim Macready is Chief Investment Officer at Christian Super.  Tim joined Christian Super in 2005 and has been responsible for the development of the Fund’s Responsible Investment Approach, which is applied across the entire portfolio and now incorporates Negative Screening, ESG... Read More →
avatar for Jessica Matthews (Cambridge Associates, US)

Jessica Matthews (Cambridge Associates, US)

Managing Directors, Cambridge Associates
Jessica has over 10 years of institutional investment management experience, including roles as an asset manager, asset owner, and investment consultant. She specializes in advisory services to institutional investors on their socially responsible and mission related investment (SRI/MRI... Read More →


Wednesday October 26, 2016 11:30 - 12:30 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

11:30 AEDT

Investor Dynamics - Private investors and High Net Worth Individuals
Investor Dynamics sessions feature an interview between an Australian impact investor and an international speaker. In this interactive conversation, Anthony Bohm and Wolfgang Hafenmayer discuss the recent developments, current opportunities and challenges for private investors and HNWI both locally and globally.

Speakers
avatar for Wolfgang Hafenmayer (Challenger73, CH)

Wolfgang Hafenmayer (Challenger73, CH)

Managing Partner, Challenger73
Wolfgang Hafenmayer is Head of Societal Impact Advisory for Trusted Family. Trusted Family is a high-profile growth business founded on the belief that families can create greater value through increased cohesion between their members. At the heart ofits approach is a purpose-built... Read More →
avatar for Anthony Bohm (Pangaea Impact Investments)

Anthony Bohm (Pangaea Impact Investments)

Founding Partner, Pangaea Impact Investments


Wednesday October 26, 2016 11:30 - 12:30 AEDT
Doltone House, Darling Island Wharf - Parkview 4 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

11:30 AEDT

Investor Dynamics - Trusts and Foundations
Investor Dynamics sessions feature an interview between an Australian impact investor and an international speaker. In this interactive conversation, Catherine Brown and Abigail Noble discuss the current developments, opportunities and challenges for trusts and foundations, and reflect on the differences and similarities in a national and international context.

Speakers
avatar for Catherine Brown (Lord Mayor's Charitable Foundation)

Catherine Brown (Lord Mayor's Charitable Foundation)

CEO, Lord Mayor's Charitable Foundation
Catherine is committed to maximising philanthropy’s role in supporting positive change within the community. In addition to thoughtful grantmaking, a community foundation can use research, collaboration, education and now impact investing to make a difference. Catherine is a lawyer... Read More →
avatar for Abigail Noble (The ImPact, US)

Abigail Noble (The ImPact, US)

CEO, The ImPact
Abigail Noble is CEO of The ImPact, a nonprofit network of families who commit to make more impact investments, more effectively.Prior to this, Abigail was Head of Impact Investing Initiatives at the World Economic Forum and Head of Africa and Latin America for The Schwab Foundation... Read More →


Wednesday October 26, 2016 11:30 - 12:30 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

14:00 AEDT

Deal Deep Dive - Morgan Stanley Private Equity Impact Fund
In this Deal Deep Dive, Morgan Stanley will present their Private Equity Impact Fund and share case studies of completed investments. In the context of this fund-of-funds, the team will also answer questions around  the financial outcomes, and reporting and achievement of impact-related factors.
 

Speakers
avatar for Daniel van den Boom (Morgan Stanley)

Daniel van den Boom (Morgan Stanley)

Executive Director, Morgan Stanley
​Daniel leads Client Engagement in Australia and New Zealand for Morgan Stanley Investment Management. He joined Morgan Stanley in 2005 and has 17 years of industry experience. Prior to joining the firm, Daniel worked at Merrill Lynch Investment Managers within the institutional... Read More →
avatar for Vikram Raju (Morgan Stanley, UK)

Vikram Raju (Morgan Stanley, UK)

Executive Director & Portfolio Manager, Morgan Stanley
​Vikram is a portfolio manager for the Private Equity Fund of Funds group. He has 19 years of relevant industry experience. Vikram has led investments in over 60 funds across 21 emerging markets and served on 10 advisory boards of funds in Asia and Africa. Prior to joining the firm... Read More →
avatar for David Wilton (Morgan Stanley, US)

David Wilton (Morgan Stanley, US)

Executive Director, Morgan Stanley
​David is a  portfolio manager for the Morgan Stanley Alternative Investment Partners Private Equity Fund of Funds Group where he is leading initiatives in Investing with Impact. David is currently the Chairman of the Advisory Council of the Emerging Markets Private Equity Association... Read More →


Wednesday October 26, 2016 14:00 - 15:00 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

14:00 AEDT

Deal Deep Dive - NSW Social Benefit Bond on Recidivism
In this Deal Deep Dive session, you will get to know the inside story of the NSW Social Benefit Bond which aims to reduce prisoner recidivism. What did it take to make a collaboration between government, impact investors and social service providers work? What are the reasons a major bank participated in such a deal? How does the bond influence the work of the social service provider?

Speakers
avatar for Vaughan Winther (ACSO)

Vaughan Winther (ACSO)

Chief Operating Officer, Australian Community Services Organisation (ACSO)
With over 20 years experience working in government and the not for profit sectors, Vaughan is a leading voice in the design and development of programs for young people and adults who are at risk of entering, or currently trapped in the criminal justice system.   As ACSO's, Chief... Read More →
avatar for James Waddell (NAB)

James Waddell (NAB)

Director, Capital Financing Group, NAB
Mr Waddell is a Director with the Capital Financing group of National Australia Bank, the leading Australasian Debt Markets house. James has been involved in raising funds for Australasian governments, trusts and companies in both the domestic and US capital markets and is currently... Read More →
avatar for Rosemary Caruana (NSW)

Rosemary Caruana (NSW)

Assistant Commissioner, Community Corrections in Corrective Services, NSW Government
Rosemary Caruana BA. Psych (Hons) MBAMs Caruana was appointed to the position of Assistant Commissioner, in January 2011. Prior to this, Ms Caruana held the position of Regional Executive Director.  Ms Caruana has extensive experience in the justice sector and has been employed... Read More →


Wednesday October 26, 2016 14:00 - 15:00 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

14:00 AEDT

Deal Deep Dive - Vanguard Laundry Services
In this Deal Deep Dive, you will get to know the inside story of the investment in Vanguard Laundry Services. VLS, a project of Toowoomba Clubhouse, offers people who are disadvantaged a supported pathway from unemployment to a sustainable livelihood. Join this interactive conversation about the story of a social enterprise of scale that tapped into a multitude of funding sources to fulfill its mission.

Speakers
avatar for Alex Oppes (Social Ventures Australia)

Alex Oppes (Social Ventures Australia)

Director, Impact Investing, Social Ventures Australia (SVA)
Alex joined SVA’s Impact Investing team in 2013 and is responsible for investing SVA’s $9m Social Impact Fund and the $30m HESTA/SVA Social Impact Investment Trust. Alex is a founding director of Purpose Enterprises Ltd (t/a Vanguard Laundry Services) – a leading Australian... Read More →
avatar for Luke Terry (Toowoomba Clubhouse)

Luke Terry (Toowoomba Clubhouse)

Executive Director, Toowoomba Clubhouse
Luke is the Executive Director of Toowoomba Clubhouse . The Clubhouse is a centre for social innovation that works specifically with people living with a mental illness in the Toowoomba region. Our role is to provide a space where our members can gain the confidence and skills needed... Read More →
avatar for Simon Freeman (Paul Ramsay Foundation)

Simon Freeman (Paul Ramsay Foundation)

CEO, Paul Ramsay Foundation
Simon Freeman became CEO of the Paul Ramsay Foundation in 2015, after five years as Group CFO and Company Secretary of the Paul Ramsay Group. Simon was heavily involved in the formation and development of the Paul Ramsay Foundation and has overseen the allocation of $50m worth of... Read More →
avatar for Sinclair Taylor (Westpac Foundation)

Sinclair Taylor (Westpac Foundation)

CEO, Westpac Foundation


Wednesday October 26, 2016 14:00 - 15:00 AEDT
Doltone House, Darling Island Wharf - Parkview 4 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

15:30 AEDT

Deal Deep Dive - Ethical Property Australia
In this Deal Deep Dive, you will get to know the inside story of the Ethical Property Australia deal. A blend of debt and equity investment, the Ethical Property Commercial Fund is intended to grow to $100 million in coming years and provide more properties for not-for-profits to co-locate in Melbourne, Canberra and Sydney. The panelists will provide insights into questions like how EPA became financially viable to take on investment, how positive social and environmental outcomes are evaluated, and how the organisation's social purpose creates financial benefit.

Speakers
avatar for Katherine Leong (NAB)

Katherine Leong (NAB)

Social Innovation Manager, National Australia Bank (NAB)
avatar for Peter Allen (Ethical Property Australia)

Peter Allen (Ethical Property Australia)

CEO, Ethical Property Australia
Peter is founding CEO of Ethical Property Australia, a triple bottom line property development and management company, whose management portfolio delivers clear social and environmental returns as well as a financial return to investors. Ethical Property creates centres for social... Read More →
avatar for Anthea Smits (The Difference Incubator)

Anthea Smits (The Difference Incubator)

Deputy CEO, The Difference Incubator (TDi)
Anthea is an impact investor and social entrepreneur, having started her first social enterprise over 20 years ago. She currently sits on the board of the 2h project, a development organisation in Cambodia that runs micro finance and social enterprise development programs.With... Read More →


Wednesday October 26, 2016 15:30 - 16:30 AEDT
Doltone House, Darling Island Wharf - Parkview 4 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

15:30 AEDT

Deal Deep Dive - Horizon Housing
In this Deal Deep Dive, you will get to know the inside story of Horizon Housing. Horizon Housing attracted a multimillion-dollar investment from HESTA, one of only a few institutional investments in social housing in Australia.

Speakers
avatar for Josephine Toral (HESTA)

Josephine Toral (HESTA)

Senior Investment Analyst - Unlisted Assets, HESTA
Josephine joined HESTA in 2014 as part of the investment strategy team. Josephine works across manager selection, co-investment review and mandate relationships of HESTA’s unlisted investments. Since joining HESTA, Josephine has championed Impact Investment by developing HESTA’s... Read More →
avatar for Mark Peacock (Social Ventures Australia)

Mark Peacock (Social Ventures Australia)

Director, Impact Investing, Social Ventures Australia (SVA)
Mark joined SVA in 2012 and leads all housing and property related transactions within the Impact Investing team. Specifically, Mark works across the social, affordable, disability and Indigenous housing sectors to structure financing opportunities that generate both a financial and... Read More →
avatar for Jason Cubit (Horizon Housing Company)

Jason Cubit (Horizon Housing Company)

CEO, Horizon Housing Company Ltd
Having spent the first half of his career consulting for major corporations in project and facility management roles, Jason has brought vast experience to the Horizon Housing management team. Under Jason’s direction, Horizon Housing has grown significantly since 2007. The company... Read More →


Wednesday October 26, 2016 15:30 - 16:30 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

15:30 AEDT

Deal Deep Dive - Murray Darling Basin Balanced Water Fund
In this Deal Deep Dive, you will get to know the inside story of the Murray Darling Basin Balanced Water Fund. The Fund, established earlier this year, counts as the first Australian impact investment for conservation. The panelists will cover topics reaching from how environmental outcomes are monitored to how the Fund generates returns for unit holders.

Speakers
avatar for Christopher Thorn (EY)

Christopher Thorn (EY)

Partner Social Finance, Impact Investment & Philanthropy, EY
Christopher Thorn is an accomplished financial services executive who has 30 years experience working across private wealth management, institutional equities, philanthropy and social investment in Melbourne, New York and Brisbane. Having developed an extensive network particularly... Read More →
avatar for Euan Friday (Kilter)

Euan Friday (Kilter)

CFO & Director Water Bank, Kilter Pty Ltd
For the past eight years Euan has been responsible for building Kilter Rural’s water business. This business is focused on the delivery of sustainable long term returns for investors in Australian water markets via the development and distribution of products that meet the needs... Read More →
avatar for Richard Gilmore (The Nature Conservancy)

Richard Gilmore (The Nature Conservancy)

Country Director Australia, The Nature Conservancy
Rich is a passionate conservationist and is particularly enthusiastic about mangrove conservation (along with his two daughters Charlotte and Harriet, who like to get very muddy in them!). Rich’s focus since joining TNC in 2014 has been to bring together financial markets, science... Read More →


Wednesday October 26, 2016 15:30 - 16:30 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney
 
Thursday, October 27
 

10:30 AEDT

Social Challenge Deep Dive - Affordable Housing
Led by Belinda Drew, this session on Affordable Housing will tackle questions around the financial engineering required to make affordable housing sustainable, to what extend impact investing is a viable solution to the challenge, and how affordable housing providers, developers, investors and the government can work together to address this challenge.

Speakers
avatar for Belinda Drew (Community Services Industry Alliance)

Belinda Drew (Community Services Industry Alliance)

CEO, Community Services Industry Alliance
avatar for Jason de Sousa (Lend Lease)

Jason de Sousa (Lend Lease)

Director - Major Projects, Lend Lease
An experienced infrastructure investment and policy strategist, Jason de Sousa is an Investment Manager with the Group Major Projects Team at Lendlease - a leading international property and infrastructure group. Prior to this he served in senior roles in the New South Wales Government... Read More →
avatar for Jan Berriman (YWCA Victoria)

Jan Berriman (YWCA Victoria)

CEO, YWCA Victoria
Jan has been in her current role with YWCA Victoria for nearly three years where she has lead the organisation in the development of a financially sustainable business model for the parent and subsidiary companies. The YWCA is a unique women led organisation that has been entrepreneurial... Read More →


Thursday October 27, 2016 10:30 - 11:30 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

10:30 AEDT

Social Challenge Deep Dive - Disability and the NDIS
This panel will explore why the NDIS and its implied changes in funding present compelling opportunities for disability service providers, and how impact investing can play a significant role to support the sector if organisations step up to build capability, develop strong business models and maximise positive impact for their communities. The session will be chaired by Michele Goldman, CEO of the School for Social Entrepreneurs, who have been running workshops around the country to prepare organisations for the NDIS.

Speakers
avatar for Claire Robbs (Life Without Barriers)

Claire Robbs (Life Without Barriers)

Chief Executive, Life Without Barriers
Claire joined Life Without Barriers in 2004, and has over 15 years experience in the welfare and community services sector.She has held a number of senior positions within the organisation and has been key to Life Without Barriers’ successful diversification of its operations. Claire... Read More →
avatar for Michele Goldman (School for Social Entrepreneurs)

Michele Goldman (School for Social Entrepreneurs)

CEO, School for Social Entrepreneurs
Michele is CEO of the School for Social Entrepreneurs, an organisation which provides learning programs to equip social entrepreneurs with the knowledge, skills and networks to establish and scale sustainable social businesses. Prior to this, Michele was CEO of the Asthma Foundation... Read More →
avatar for Luke Bo'sher (Summer Foundation)

Luke Bo'sher (Summer Foundation)

Head of Policy and Strategy, Summer Foundation
Luke is the Summer Foundation’s Head of Policy & Strategy leading the organisation’s work to develop housing for people with disability using NDIS funding. Luke was intimately involved in the development of the NDIS, working extensively on scheme’s design and housing policy... Read More →


Thursday October 27, 2016 10:30 - 11:30 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

10:30 AEDT

Social Challenge Deep Dive - Indigenous Australians
The social outcomes for many Indigenous Australians are still deeply troubling. Led by Gemma Salteri, this session will explore some of the complexities behind impact investing in Indigenous communities, as well as some innovative approaches that have been shown to create real change.

Speakers
avatar for Josephine Cashman (The Prime Minister's Indigenous Advisory Council)

Josephine Cashman (The Prime Minister's Indigenous Advisory Council)

Council Member, Chair of the Safe Communities Subcommittee, The Prime Minister's Indigenous Advisory Council
Josephine Cashman is a Worimi entrepreneur from New South Wales. She is a lawyer, business woman and social entrepreneur with more than 17 years of experience working to create rapid business, social and economic growth for Indigenous communities around Australia.In 2013, Josephine... Read More →
avatar for Gemma Salteri (CAGES Foundation)

Gemma Salteri (CAGES Foundation)

Executive Director, CAGES Foundation
Gemma Salteri is the Executive Director of CAGES Foundation; a Private Ancillary Fund that supports organisations working to ensure every Indigenous child has the opportunity to reach their full potential. She is a director of The Funding Network, an advisor for the Roslyn and Carlo... Read More →
avatar for Benson Saulo (Good Shepherd Microfinance)

Benson Saulo (Good Shepherd Microfinance)

Financial Inclusion Action Plan Advisor, Good Shepherd Microfinance
Benson Saulo is descendant of the Wemba Wemba and Gundjitmara Australian Aboriginal nations of western Victoria and the New Ireland Provence of Papua New Guinea. Growing up in  the rural town of Tamworth in New South Wales, Benson began working at the ANZ Bank at the age of 15... Read More →


Thursday October 27, 2016 10:30 - 11:30 AEDT
Doltone House, Darling Island Wharf - Parkview 4 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

11:30 AEDT

Here Are The Deals - Fund Presentations
Do you think there is a shortage of investable deals? This session will prove otherwise! "Here are the deals": Four presentations, each of 5 minutes, followed by 5 minutes Q&A. In this interactive and dynamic session, you will get to know a range of large-scale fund deals that are currently live and open for investment. We are certain they will spark your interest to find out more, so don't miss the opportunity to engage with the presenters during lunch!

We are excited to have confirmed:

Unitus Impact - Livelihood Impact Fund
BlackRock - Impact World Equity Fund
Impact Investment Group - Giant Leap Fund
Credit Suisse - Asian Impact Fund
 

Speakers
avatar for Joanna Nash (BlackRock)

Joanna Nash (BlackRock)

Australian Equities, Vice President, BlackRock
Joanna Nash, PhD, CFA, Vice President, is a member of the Global Equity Research team within the Scientific Active Equity business of BlackRock’s Active Equity Group. Dr. Nash's service with the firm dates back to 2008, including her time with Barclays Global Investors (BGI... Read More →
avatar for Will Richardson (Impact Investment Group)

Will Richardson (Impact Investment Group)

Chief Investment Officer, Impact Investment Group
Will joined IIG in 2013 as Chief Investment Officer and is responsible for originating and arranging impact investment opportunities. Will oversees IIG’s venture capital division and led the establishment of the Giant Leap Fund as well as investments into Sendle, Who Gives a Crap... Read More →
avatar for Shuyin Tang (Unitus Impact, SGP)

Shuyin Tang (Unitus Impact, SGP)

Principal, Unitus Impact
Shuyin is one of the pioneers of impact investing in Southeast Asia and passionate about developing the entrepreneurship sector in the region.  She currently leads Unitus Impact's investing activities for Vietnam and the Philippines, identifying and supporting scalable business which... Read More →
avatar for Stephen Cabot (Credit Suisse)

Stephen Cabot (Credit Suisse)

Investment Consultant, Director, Credit Suisse
Stephen Cabot heads the Investment Consulting team at Credit Suisse Private Banking in Australia. He provides specialist advice in asset consulting, conducts investment research and selection as well as tailoring access to Credit Suisse thematic ideas. Stephen has over twenty five... Read More →


Thursday October 27, 2016 11:30 - 12:30 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

11:30 AEDT

Here Are The Deals - Impact Business Presentations
Do you think there is a shortage of investable deals? This session will prove otherwise!
"Here are the deals": Five presentations, each of 5 minutes, followed by 5 minutes Q&A. In an interactive and dynamic session, you will get to know a range of impact business deals that are currently live and open for investment. We are certain they will spark your interest to find out more, so don't miss the opportunity to enagage with the presenters during lunch! 

Speakers
avatar for Laura Harris (BIGhART)

Laura Harris (BIGhART)

Strategy and Development, BIGhART
Laura has a background in theatre, film, and community development, with a passion for the intersection of social change, culture, and the arts. Laura currently oversees national strategy and development for Big hART, one of Australia’s most dynamic and critically-acclaimed arts... Read More →
avatar for James Grugeon (The Good Beer Company)

James Grugeon (The Good Beer Company)

Founder, The Good Beer Company
James Grugeon is the Founder of Aussie start up social enterprise beer company, The Good Beer Co. He's a former Head of Partnerships for Australia's greenest power company Powershop, where he set up the Better Power Campaign that has raised over $2 million for campaigning organisation... Read More →
avatar for Rowee Benbenishty (Sesame Enable)

Rowee Benbenishty (Sesame Enable)

COO, Sesame Enable
Rowee joined Sesame as COO following 16 years of management in various fields in IDF’s elite Intelligence & Cyber Unit (8200) and the Chief Intelligence officer of the IDF. During this time, he gained experience and accreditation as a leading manager of complex systems and versatile... Read More →
avatar for Troy Roberts (RAW Impact)

Troy Roberts (RAW Impact)

Founder and CEO, RAW Impact
avatar for Rosie Thomas (Project Rockit)

Rosie Thomas (Project Rockit)

Co-Founder and Co-CEO, Project Rockit
Empowerpreneur, social justice junkie and co-founder of Australia’s youth-driven anti-bullying & leadership organisation PROJECT ROCKIT, Rosie is committed to providing totally innovative opportunities for young people to realise their potential. As a highly energetic and passionate... Read More →


Thursday October 27, 2016 11:30 - 12:30 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

14:00 AEDT

Next Gen Impact Investors Gathering by Nexus
This gathering is brought to you by the Working Group on Impact Investing of the Nexus Global Youth Summit. Young current and future impact investors and social entrepreneurs have the unique opportunity to enagage with each other and key community leaders in Australia around a range of topics from values alignment to family dynamics.

About Nexus and the Working Group:

Nexus is a global movement to bridge communities of wealth and social entrepreneurship. With thousands of members from 70 countries, we work to unite young investors, social entrepreneurs, philanthropists and allies to catalyze new leadership and accelerate global solutions

Nexus Working Group on Impact Investing is the leading Next Gen Impact Investing network bringing together Next Gen philanthropists, Impact Investors and social entrepreneurs.

Investors, social entrepreneurs, researchers, advisers, and philanthropists come together to accelerate Impact Investing globally through education and expansive investment opportunities. Philanthropically minded Nexus Members passionate about Impact Investing are inducted into a network that provides them with the resources and knowledge to maximize their social impact. 

We aim to inspire, educate, empower, and collaborate through the broad spectrum of developing topics and trends in Impact Investing. These include, but are not limited to the environment, gender lens investing, human rights, financial inclusion, education, real assets and bottom of the pyramid. 

We foster a community in which the next generation of investors is encouraged to invest focusing on market return rates with empathy, inspiration, and creativity.

 

Speakers
avatar for Anthony Bohm (Pangaea Impact Investments)

Anthony Bohm (Pangaea Impact Investments)

Founding Partner, Pangaea Impact Investments
avatar for Karen Bohm (Pangaea Impact Investments)

Karen Bohm (Pangaea Impact Investments)

Founding Partner, Pangaea Impact Investments


Thursday October 27, 2016 14:00 - 15:00 AEDT
Doltone House, Darling Island Wharf - Parkview 4 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

14:00 AEDT

Participant-Led Roundtables
This is your opportunity to gather and shape the conversations around Impact investing and Philanthropy, Family Dynamics and Generational Issues, Limits of Impact Investing, Failure Stories... and more!
 

Thursday October 27, 2016 14:00 - 15:00 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

14:00 AEDT

Reading Room: In Conversation with Michael Traill
Michael joined SVA as founding CEO in 2002 after 15 years as a co-founder and Executive Director of Macquarie Direct Investment.

Interviewed by Jan Owen, CEO of the Foundation for Young Australians, Michael will share his journey and what moved him to "jump ship".

I wrote ‘Jumping Ship’ for two reasons. First it’s a shortcut. I get asked a lot, “Why did you jump ship after 15 years at Macquarie Bank to work in the social sector?” The book explains why, and it seems to be a story that resonates when I share it in conversation. Second and perhaps more important, I wanted to share what I learnt in the 15 years since I ‘jumped ship’.
http://www.jumpingship.com.au


Speakers
avatar for Jan Owen (FYA)

Jan Owen (FYA)

CEO, Foundation for Young Australians
A pioneer of the youth sector in Australia, Jan has dedicated most of her working life to social change and encouraging young people to give back and invest their talents in their communities and things they are passionate about. In March 2014 Jan received the degree of Doctor of... Read More →
avatar for Michael Traill

Michael Traill

Chair, Director and Advisor
Michael joined SVA as founding CEO in 2002 after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. Michael is Chair of Goodstart Childcare Ltd, Chairman of Assetic Pty Ltd, a Director of M H Carnegie & Co and a... Read More →


Thursday October 27, 2016 14:00 - 15:00 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

15:30 AEDT

Into the Future - Government Enabling Social Outcomes
Social Impact Bonds are gaining popularity across Australia and internationally, and more states are getting on board. Three years after the first SIBs in NSW were launched, we are bringing representatives of several Australian states together to discuss the future of government as an enabler of social outcomes. What lessons can be learned from cooperations between government, private sector and public sector? Why should investors engage in such deals?
 

Speakers
avatar for Ben Gales (NSW)

Ben Gales (NSW)

Executive Director, Economic Policy Division, NSW Treasury
Ben Gales is the Executive Director, Economic Policy Division at NSW Treasury and has responsibility for the NSW Office of Social Impact Investment. Ben brings to the role a wealth of experience in the impact investing area from his recent role as Chief Executive, Social Enterprise... Read More →
avatar for Christine Crain (QLD)

Christine Crain (QLD)

Director - Social Benefit Bonds Pilot Program, Queensland Treasury
Christine has worked at senior levels within Queensland Treasury over several years – interrupted by a period of 5 years working on major projects in other public sector organisations, she returned to Treasury in 2013. Christine has extensive experience in leading both operational... Read More →
avatar for Matthew Winefield (SA)

Matthew Winefield (SA)

Director Economic Policy | Department of the Premier and Cabinet, Government of South Australia
Matthew Winefield is leading work to develop South Australia’s first social impact bond, aiming to reduce homelessness.  He has held a variety of roles across the South Australian Government in the last 16 years, spanning economic development, community wellbeing and social inclusion... Read More →
avatar for Jeremy Nott (VIC)

Jeremy Nott (VIC)

Director, Social Policy, Victorian Government
Jeremy is the Director of the Social Policy team, Economic Branch in the Victorian Department of Treasury and Finance.  He has worked for the Department since 2004 on a range of economic, social and environmental issues.  Earlier in his career he spent time with the Commonwealth... Read More →
avatar for Sabina Curatolo (Impact Investing Australia)

Sabina Curatolo (Impact Investing Australia)

Director of Government Relations and Policy, Impact Investing Australia
Sabina is a public policy professional with more than 15 years of experience working with government and providing strategic advice to organisations. She previously led Oxfam’s engagement with Australian governments including influencing policy decisions in foreign affairs, international... Read More →


Thursday October 27, 2016 15:30 - 16:30 AEDT
Doltone House, Darling Island Wharf - North Wharf 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

15:30 AEDT

Into the Future - Renewable Energy
This session looks at renewable energy and the future of the green side of impact investing.

Speakers
avatar for Scott Ferraro (ClimateWorks)

Scott Ferraro (ClimateWorks)

Head of Implementation, ClimateWorks Australia
Scott heads up ClimateWorks’ implementation work driving government policy development and corporate action to enable emissions reduction consistent with achieving zero net emissions. His work aims to identify barriers, provide policy and strategy advice and collaboratively design... Read More →
avatar for David Jenkins (NAB)

David Jenkins (NAB)

Director, Capital Financing Solutions, Products & Markets, National Australia Bank (NAB)
David is a Director within NAB’s Capital Financing business. His focus is developing innovative financing solutions for NAB and its customers including green bonds and structured funding of renewables, clean energy and infrastructure. David has led the development of NAB’s green... Read More →
avatar for Ian Learmonth (SVA)

Ian Learmonth (SVA)

Executive Director, Impact Investing, Social Ventures Australia (SVA)
Ian joined SVA in 2011 to establish its Impact Investing team. He has worked alongside State and Federal Governments, trusts and foundations and superannuation funds on innovative ways to deploy capital to address pressing social needs – including a $30m impact investment trust... Read More →
avatar for Michael Ottaviano (Carnegie Wave Energy, UK)

Michael Ottaviano (Carnegie Wave Energy, UK)

CEO & Managing Director, Carnegie Wave Energy


Thursday October 27, 2016 15:30 - 16:30 AEDT
Doltone House, Darling Island Wharf - Parkview 1 48 Pirrama Rd, Pyrmont NSW 2009, Sydney

15:30 AEDT

Into the Future - Technology and Disability
This session features Guy Spigelman and two international enterprises that will demonstrate their cutting-edge technologies to improve the lives of people with disability. They are joined by two of the most promising Australian social businesses in the sector. Together they will explore how technology is essential for big leaps forward, and how impact investing can be a catalyst for change in the field.

Speakers
avatar for Mel Fuller (AbilityMate)

Mel Fuller (AbilityMate)

Co-founder, AbilityMate
Mel Fuller is an entrepreneur and advocate or a sustainable and ethical future that is informed and encouraged by the principles of the next industrial revolution. A catalysts for a new economy, her focus is on the intersection of design and manufacturing, and how that can create... Read More →
avatar for Jordan O´Reilly (Hireup)

Jordan O´Reilly (Hireup)

CEO and Co-founder, Hireup
Jordan has a BA in Applied Science (Occupational Therapy) from the University of Sydney, and has won numerous awards for his innovative work in the disability sector in the past four years, including the Foundation for Young Australians Changemaker of the Year Award 2014, a Myer Foundation... Read More →
avatar for Yair Shapira (NiNiSpeech)

Yair Shapira (NiNiSpeech)

Founder and CEO, NiNiSpeech
Dr. Shapira brings to NiNiSpeech over 18 years of experience as executive in successful start-up firms. Yair was the driving force behind novel, innovative products in a varietyof fields, resulting in commercial deals in 6 continents. Yair holds Ph.D. in Biomedical Engineering from... Read More →
avatar for Guy Spigelman (PresenTense)

Guy Spigelman (PresenTense)

CEO Israel, PresenTense
Australian born Guy Spigelman built his career as a business development executive in Israeli software and medical device companies, and was doing well until at the age of 40 his daughter Eden confronted him saying, "Dad - you are balding, you are gaining weight and I never see you... Read More →
avatar for Moshe Gaon (yooocan)

Moshe Gaon (yooocan)

Co-Founder and CEO, yooocan
Moshe Gaon, Co-Founder & CEO of yoocan is recognized as one of Israel's most respected strategists and experts in the field of business, communications and politics. Prior to yooocan, Moshe was a serial entrepreneur, veteran CEO, Chairman of numerous companies and an early... Read More →


Thursday October 27, 2016 15:30 - 16:30 AEDT
Doltone House, Darling Island Wharf - Parkview 4 48 Pirrama Rd, Pyrmont NSW 2009, Sydney
 
Friday, October 28
 

10:00 AEDT

Workshop: Impact Investing - "How To" For Foundations
Ben Thornley and Kylie Charlton facilitate a high-value workshop building off their work with large and small foundations alike.

The session mirrors the real-world approach that most foundations take to invest investing - beginning with the necessarily rigorous effort to align around a core set of values and investment intentions, and only then moving to developing the appropriate structure and strategy for deploying capital. The most successful impact investments by foundations benefit from this comprehensive, holistic approach, which will be described in detail and tested in large- and small-group exercises and discussions.

Questions considered in the workshop include:
  • What are the right approaches to ensuring all a foundation's key leaders are in alignment on impact investing (i.e. the executive team, investment office, trustees, and service providers)?
  • What is the appropriate role for impact investing in meeting a foundation's priority financial and social objectives? 
  • How do other foundations approach impact investing, and why? 
  • What are the legal and regulatory issues to be aware of in impact investing? 
  • What are the operational and management challenges that are common to foundations making impact investments, and how do others solve for them?
This workshop is especially suited for Trusts and Foundations.

Speakers
avatar for Kylie Charlton (Australian Impact Investments)

Kylie Charlton (Australian Impact Investments)

Chief Investment Officer, Australian Impact Investments
Kylie has worked at the intersection of mainstream capital markets, impact investment and philanthropy since 2004 when she joined Unitus Labs in Seattle to lead their capital markets initiative. In 2008, Kylie co-founded Unitus Capital on the basis of this work and a commitment to... Read More →
avatar for Ben Thornley (Tideline, US)

Ben Thornley (Tideline, US)

Co-founder and Managing Partner, Tideline
Ben Thornley is a Co-Founder and Managing Partner at Tideline, a strategic advisory firm in impact investing. He co-leads the firm’s client work, with a focus on research design, business planning, program development, impact evaluation, and thought leadership. Prior to co-founding... Read More →


Friday October 28, 2016 10:00 - 12:30 AEDT
Workshop space at The Macquarie Group 1 Martin Place, Sydney (enter via Pitt Street)

10:00 AEDT

Workshop: Impact Investing Through All Asset Classes - 100% Impact

This workshop by Challenger73 focuses on impact investment opportunities across all asset classes. A globally recognised expert in this field, Wolfgang Hafenmayer provides a unique opportunity to learn from the experiences of seasoned impact investors, especially in regards to how their impact investing portfolios evolved over time and what others can learn from their experiences.

The workshop will explore a variety of topics that are relevant to investing 100% in impact, including:

  • Construct your own Societal Impact Journey Map
  • The global impact investing industry overview – past, present and future
  • Learnings from an impact investing portfolio deep dive 
  • Impact Investing opportunities in the public equity asset class 
  • Impact Investing opportunities in the alternative investing asset class
  • Impact Investing opportunities in the fixed income, cash/cash equivalents and real estate asset classes

This workshop is especially suited for participants interested to move 100% of their assets into impact investing.


Speakers
avatar for Wolfgang Hafenmayer (Challenger73, CH)

Wolfgang Hafenmayer (Challenger73, CH)

Managing Partner, Challenger73
Wolfgang Hafenmayer is Head of Societal Impact Advisory for Trusted Family. Trusted Family is a high-profile growth business founded on the belief that families can create greater value through increased cohesion between their members. At the heart ofits approach is a purpose-built... Read More →
avatar for Danny Almagor (Small Giants)

Danny Almagor (Small Giants)

CEO, Small Giants
Daniel Almagor is CEO of Small Giants, a company he started with Berry Liberman (who is also his wife) to effect social and environmental change through business, and Australia's first B Corporation. Some of the Small Giants businesses include Dumbo Feather, Tom Organic, The School... Read More →


Friday October 28, 2016 10:00 - 12:30 AEDT
Workshop space at The Macquarie Group 1 Martin Place, Sydney (enter via Pitt Street)

13:30 AEDT

Workshop: Building Impact Funds and Lessons Learned in Emerging Markets

In this workshop by Capria Accelerator, participants will learn about the strategic steps, dos and don’ts and first-hand experiences around establishing impact investing funds in emerging markets.

Jack Knellinger will be joined by Shuyin Tang and Kylie Charlton to bring first-hand experiences from more than a decade of working actively in India and South-East Asia with the Unitus group to accelerate the development of the capital markets for entrepreneurial businesses serving low-income populations.

The workshop will explore topics such as:

  • The emerging market context: key considerations and global best practices
  • Building an effective and lean discovery process
  • Defining an investment and impact thesis for emerging markets
  • Working "on the ground" - establishing partnerships and dealing with cultural differences
  • The art of previewing your fund 
  • Pitching and the right time to market 
  • Hard questions to be ready for when raising global capital 

Speakers
avatar for Daniel Madhavan (Impact Investing Australia)

Daniel Madhavan (Impact Investing Australia)

CEO, Impact Investing Australia
Daniel is a strategic thinker, leader and finance professional. He spent 12 years across different roles at JB Were including Acting CEO before joining Impact Investing Australia in 2014, where he has been able to combine his experience in financial markets with a passion for contributing... Read More →
avatar for Kylie Charlton (Australian Impact Investments)

Kylie Charlton (Australian Impact Investments)

Chief Investment Officer, Australian Impact Investments
Kylie has worked at the intersection of mainstream capital markets, impact investment and philanthropy since 2004 when she joined Unitus Labs in Seattle to lead their capital markets initiative. In 2008, Kylie co-founded Unitus Capital on the basis of this work and a commitment to... Read More →
avatar for Shuyin Tang (Unitus Impact, SGP)

Shuyin Tang (Unitus Impact, SGP)

Principal, Unitus Impact
Shuyin is one of the pioneers of impact investing in Southeast Asia and passionate about developing the entrepreneurship sector in the region.  She currently leads Unitus Impact's investing activities for Vietnam and the Philippines, identifying and supporting scalable business which... Read More →
avatar for Jack Knellinger (Capria Accelerator, US)

Jack Knellinger (Capria Accelerator, US)

Co-Founder and Principal, Capria Accelerator


Friday October 28, 2016 13:30 - 16:00 AEDT
Workshop space at The Macquarie Group 1 Martin Place, Sydney (enter via Pitt Street)

13:30 AEDT

Workshop: Developing Impact Investing Strategies for Institutions and Superfunds
Insitutional investors are accelerating their pace of impact investing globally. This workshop is brought to you by Tim Macready, CIO of Christian Super, one of Australia's most active superannuation funds in this space, and Amit Bouri, CEO of the Global Impact Investing Network.

Topics of the workshop include:
  • The landscape for impact investing by fiduciary investors - dynamics, players, and recent deals by fiduciaries
  • Debunking impact investing myths
  • Exploring the big challenges of impact investment - finding and researching deals at scale, and using appropriate investment structures
  • Implementing an impact portfolio - what does it take, and what are the results?
  • Thinking about impact measurement and reporting using IRIS and GIIRS

Speakers
avatar for Tim Macready (Christian Super)

Tim Macready (Christian Super)

Chief Investment Officer, Christian Super
Tim Macready is Chief Investment Officer at Christian Super.  Tim joined Christian Super in 2005 and has been responsible for the development of the Fund’s Responsible Investment Approach, which is applied across the entire portfolio and now incorporates Negative Screening, ESG... Read More →
avatar for Amit Bouri (GIIN, US)

Amit Bouri (GIIN, US)

CEO and Co-founder, Global Impact Investing Network (GIIN)
Amit Bouri is the Chief Executive Officer and co-founder of the GIIN. His work in impact investing began when he was a strategy consultant with the Monitor Institute. At Monitor he was part of the team that produced the Investing for Social & Environmental Impact report, and he left... Read More →


Friday October 28, 2016 13:30 - 16:00 AEDT
Workshop space at The Macquarie Group 1 Martin Place, Sydney (enter via Pitt Street)