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19 September 2019  London, United Kingdom

Wealth & Society 2019

Evolving into a Better World



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Wealth and Society 2019

Featuring thought leaders on philanthropy and impact investment

Dialogues on trends that are transforming how wealth is generated and preserved for the betterment of society

Network with wealth experts from around the globe

If you would like to use your wealth to be relevant to society and take advantage of all the innovations in wealth creation, this conference is for you.

Event Details

Evolving into a better world

Wealth has no meaning if it doesn’t produce any wider social benefits. The challenge the wealthy are now facing is how to make use of their wealth in a way that contributes to building more sustainable societies. Currently, challenges like global climate change are demanding collective action on an unprecedented scale. Technology is creating new social problems at the same time as it is providing new tools to address existing ones. Wealthy individuals must acknowledge the changes in our societies, and acknowledge their role as leaders and stewards towards a more sustainable future.

Wealth & Society 2019 is designed to help us think where wealth will be generated and how we can participate for the benefit of mankind and our shared future. A platform created to gather a high-level audience of leaders in business, government, technology, philanthropy and academia from around the world to showcase and recognise best practice everywhere in the world where wealthy individuals, institutions and funds are targeted at making an impact in their local communities or the world at large.

  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations and philanthropic organisations
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • And anyone who is interested in redefining wealth

Wealth & Society 2019 will encourage action-oriented conversations with a wide range of high-profile senior executives, influential investors, government officials, sovereign wealth fund directors, philanthropists and academic professors. Exciting dialogues, keynote presentations, panel discussions, and workshops await you!

Discussions focusing on the transformational areas of the industry & interactive workshops:

  • Philanthropy and sustainable investment today
  • Impact investing: Where are we now and what can we expect into the 2020’s?
  • Do impact investments really have lower returns?
  • How to manage your portfolio green risk-return
  • Green bonds: Are they really green?
  • How to select and monitor an impact portfolio
  • Analyzing Gender Smart Investing as an investing strategy
  • Can the ESG evolution provide a lifeline for active asset managers?
  • Active versus Passive green investment strategies
  • Auditing your organization ESG
  • What mistakes should we try to avoid when managing and investing our wealth?
  • Analyzing the current problems of fast growing societies
  • The World of Investible Ideas
Evolving into a better world

Wealth has no meaning if it doesn’t produce any wider social benefits. The challenge the wealthy are now facing is how to make use of their wealth in a way that contributes to building more sustainable societies. Currently, challenges like global climate change are demanding collective action on an unprecedented scale. Technology is creating new social problems at the same time as it is providing new tools to address existing ones. Wealthy individuals must acknowledge the changes in our societies, and acknowledge their role as leaders and stewards towards a more sustainable future.

Wealth & Society 2019 is designed to help us think where wealth will be generated and how we can participate for the benefit of mankind and our shared future. A platform created to gather a high-level audience of leaders in business, government, technology, philanthropy and academia from around the world to showcase and recognise best practice everywhere in the world where wealthy individuals, institutions and funds are targeted at making an impact in their local communities or the world at large.

  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations and philanthropic organisations
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • And anyone who is interested in redefining wealth

Wealth & Society 2019 will encourage action-oriented conversations with a wide range of high-profile senior executives, influential investors, government officials, sovereign wealth fund directors, philanthropists and academic professors. Exciting dialogues, keynote presentations, panel discussions, and workshops await you!

Discussions focusing on the transformational areas of the industry & interactive workshops:

  • Philanthropy and sustainable investment today
  • Impact investing: Where are we now and what can we expect into the 2020’s?
  • Do impact investments really have lower returns?
  • How to manage your portfolio green risk-return
  • Green bonds: Are they really green?
  • How to select and monitor an impact portfolio
  • Analyzing Gender Smart Investing as an investing strategy
  • Can the ESG evolution provide a lifeline for active asset managers?
  • Active versus Passive green investment strategies
  • Auditing your organization ESG
  • What mistakes should we try to avoid when managing and investing our wealth?
  • Analyzing the current problems of fast growing societies
  • The World of Investible Ideas

Speakers and Moderators

Arvind Narula
Chairman,
Urmatt Group

Arvind Narula, impact investor, chairman and founder of the Urmatt Group, is a pioneer of the organic agriculture industry in Thailand, Argentina, Myanmar and Laos. He has also been advisor in projects in Tanzania, Sierra Leone and Brazil. In over three decades, he has developed one of the world’s most successful contract farming models. Narula has invested in several innovative and successful projects in the field of agriculture and agricultural value added products. His impact-award winning group companies are focused on benefiting the poorest farmers. A past member of the YPO Board, he also served as the chair for S.E. Asia.
With experience of over three decades, the management of Urmatt Group has incredible experience in the agricultural industry. They have transitioned to 100% organic operations, impacted thousands of farmers with their partnerships, became a regional leader in environmental stewardship, and grown to become the largest producer of organic jasmine rice in the world.

Mr. Urs Bolt
Advisor,
Wealth & Society Programme

Mr. Bolt has more than 25 years of experience as a senior banker working in the financial services industry, most recently at Credit Suisse. He focuses on wealth management, investment banking, risk & regulation, and financial technology business and his expertise centres on developing and launching new digital business platforms and establishing prime services for high net-worth and ultra-high-net worth clients. His focus is to help financial technology (fintech) and regulatory technology companies and financial service providers review/refocus business strategies, develop products and markets, execute sales, scout for fintech solutions and start-ups, build business partnerships, and implement corporate structures and process.

Liem Le
Entrepreneur,
Founder & CEO, Little Lion

Liem Le is the founder and CEO of Little Lion, a platform that focuses on helping companies to advance their investments in people and community. Le has extensive experience in sales, marketing, and operations from both the start-up and corporate environments, including Fortune 500 companies. She is an advocate for social good and a champion for work-life purpose. As one of the few female tech founders, she has spoken at events for Women in Retail, Women in Tech, Women in Leadership, and has received numerous awards. Le serves on committees for several non-profits including The Field Museum Board of Trustees’ Marketing Committee.

Christian Regnicoli
Impact Investing Expert, Head Institutional Clients,
responsAbility Investments AG

Christian Regnicoli is responsible for the institutional business development in Switzerland of responsAbility Investments AG, an asset manager in the field of development investments that offers professionally-managed investment solutions to private, institutional and public investors. Before joining responsAbility, Regnicoli worked at Fidelity International Investments, a worldwide leader in active asset management, where he successfully implemented the growth strategy within his markets. Previously, he was a Senior Sales Manager at Invesco Asset Management, promoting alternative investment strategies to institutional clients. Regnicoli started his professional career as Relationship Manager at Credit Suisse, where he worked in institutional investment advisory and asset management. He has over 16 years of sales experience within the institutional client’s market.

Justine Leigh-Bell
Director Market Development,
Climate Bonds Initiative

Justine Leigh-Bell is the deputy CEO and director of Market Development at the Climate Bonds Initiative (CBI), an investor focused not for profit working to mobilize debt capital markets for climate change solutions. Her primary focus is in the emerging markets where she works closely with both public and private sector actors in developing national policy guidelines and investment roadmaps that will enable access to green bond financing. Previously, she was heading the development of the International Climate Bonds Standard Program, where she worked closely with industry leaders and global experts in establishing a screening tool for investors to easily prioritise climate and green bonds. Justine has spent much of her career helping business leaders and governments find solutions to the global challenges of climate change and sustainable development. She has provided advisory services for a number of global institutions and governments across Europe, Africa, India, Indonesia and Latin America.

Natasha Müller
Founder,
NM Impact Ltd.

Natasha Müller is a Next Gen impact investor who manages a private portfolio of active investments. Her sector involvement and pro-active participation in investments focus on themes including food systems, clean tech, gender equality, affordable housing, as well as water, waste, and environmental sanitation. Müller actively campaigns on mental health issues, has worked on policy initiatives, helped fundraise and create philanthropic solutions, and is a trustee for United for Global Mental Health. She also occupies seats on various advisory committees and boards including, the Next Gen Impact Leadership Accelerator (NILA) program at the University of Zurich, the Footage Foundation and she is a founding member of the Conduit social impact membership club. Müller is passionate about utilizing her network and efforts to create sustainable solutions to the world’s most pressing socio-cultural and environmental issues. Together with her engagement in shareholder activism, she seeks to address the current misbalance between enterprise business models and their corporate social responsibility.

Debbie Ryan
CEO,
Impact Investing Network

Debbie Ryan joined the Social Stock Exchange in 2019 and in January 2018 became CEO, rebranding it to The Impact Investment Network, and launched an expanded investment and accreditation service for impact businesses as well as membership network. Prior to that, Ryan worked at G4S as director of Resettlement and Rehabilitation to lead the development of their probation business, where her work lead to huge success for Interserve moving them from market entrant to leading market share holder in a year. Before that, she was director at Working Links, developing and implementing the company’s diversification strategy with a view expanding the business across a broader range of Government departments. Ryan started her career in the public sector and spent a successful 20 year period firstly in the Home Office and then the Prison Service.

Romesh Jayawickrama
CEO,
BankerBay

Romesh Jayawickrama is the founder and CEO of BankerBay, a premium investment banking platform that connects qualified corporate deals with institutional providers of capital around the world. He is a specialist in emerging markets with over 22 years of investment banking experience. Before starting his IB Advisory business Amura, he was the Head of Equity Sales for CLSA, Director of Equities at ING, and VP of Equities at Nomura. Jayawickrama was successively rated one of the top 5 Asian Market specialists in the world, and became the youngest director at ING at the age of 28. His journey through the investment banking world enabled Jayawickrama to identify a multitude of inefficiencies in the industry. Jayawickrama has always focused on finding ways to direct capital to the places and people that deserve it the most. He runs his company with the mission that every single business in the world that needs capital is able to access it based purely on merit and fundamentals.

Nigel Kershaw OBE
Executive Chairman,
The Big Issue Group

Nigel Kershaw is the founder and CEO of Big Issue Invest, the social investment arm of The Big Issue, that was set up to become the UK’s first “Social Merchant Bank”. He is also the founder, chair of The Big Exchange (TBE), a simple one-stop digital shop for impact investing as well as for financial products and services that are fair and accessible to everyone. Prior to The Big Issue, Kershaw was a lithographic printer and founded three printing and publishing social enterprises. He was included in the Social Enterprise UK “Champion of Champions”. He is currently a part of the G8 Social Impact Investment Taskforce, established with the aim of catalyzing a global market for impact investing.

Kabir Kabo Usman
Director General,
Centre for Management Development

Ayomide Akindolie
Senior Consultant,
Dalberg

Robert Rubinstein
Chairman and Founder
TBLI Group Holdings

Mr. Rubinstein, Chairman and Founder of TBLI Group Holdings, has been an integral thought leader for the Triple Bottom Line Investment Industry for many years. His mission, spearheaded by the organization TBLI Group, is to create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors. For more than 20 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services.

Amira Elmissiry-Sulai
Chief Equity and Catalytic Investment Officer, Private Sector Operations,
African Development Bank

MS.Temitayo Ade-Peters
Chief Executive Officer,
WeForGood

Temitayo Ade-Peters is currently the chief executive officer at WeForGood International, a nonprofit organisation she founded to champion the emergence of a new crop of African leaders who are committed to its sustainable development. The WeForGood community brings people together with its own platform to act on causes we care about, employing technology as an enabler for effective citizenship, collaboration and participation in fulfillment of the Sustainable Development Goals (SDGs). Ade-Peters also leads the programmes and communication and training efforts at the consulting arm of WeForGood, which supports companies in building purposeful and profitable businesses. Prior to her current role, she has led the Corporate Social Responsibility (CSR) and sustainability efforts at a leading Exchange in Nigeria and, before that, she was head, CSR at one of the top banks in the country. Ade-Peters is an award-winning sustainable development consultant and an eco-segment leader with close to 15 years of experience in the operations, communications and sustainability fields.

Gordian Gaeta
Chairman,
Wealth & Society Programme.

Gaeta has been a banking consultant for around 25 years, and is one of Asia’s leading banking consultants and risk control experts. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues.

Gaeta has published around 20 articles on banking and financial services and several books, notably “Frontiers in Credit Risk” and “Opportunities in Emerging Markets”. He is also a regular speaker on the international conference circuit, and a Guest Lecturer at several universities.

Emmanuel Daniel
Chairman, The Asian Banker

Founder of The Asian Banker, the most respected provider of consulting and intelligence in the financial services industry in the Asia Pacific region and other emerging markets. Mr. Daniel has led it to become a combination of leading industry research, publication and consulting house, with a strong reputation worldwide.

AGENDA

08:30

Registration and networking


09:00

CenterStage

Welcome Note

Gordian Gaeta, Chairman, Wealth & Society Programme

Impact Story: Shaping sustainability through organic agriculture, by Arvind Narula, impact investor, chairman and founder of the Urmatt Group, and a pioneer of the organic agriculture industry in Thailand, Argentina, Myanmar and Laos. In over three decades, he has developed one of the world’s most successful contract farming models.

Dialogue: Philanthropy and sustainable investment today

We used to think of philanthropy as the idea that private assets used for public good can be a powerful force to shape society for the better, as well as taking risks and driving innovation in a way that the government cannot. Today, the very concept of philanthropy is being viewed with scepticism by some critics. New efforts are required to help philanthropy evolve and adapt to changing times and face the new challenges arising in our society. Shifting demographics and social trends are changing our notions of community and society beyond recognition. There is much to do to address the world’s most pressing social and environmental problems – but also much that can be done. Investors can engage philanthropically or combine financial returns with social and environmental impact through investments.

  • Understanding Social Capital, Trust Capital and Network Capital and their impact to our societies
  • Analyzing the impact of climate change on capital market
  • What do we need to build sustainable cities?

Panellists include:

  • Arvind Narula, Chairman, Urmatt Group

Session co-chaired by Gordian Gaeta, Chairman, Wealth & Society Programme; and Emmanuel Daniel, Chairman, The Asian Banker


10:00

Panel 1 - Impact investing: Where are we now and what can we expect into the 2020’s? Do impact investments really have lower returns?

Impact investing it is not just growing but it is also evolving. There is a new awareness within the impact investment community that investing in women and minority-led business is critical to creating a more equitable world and makes for great investments. On the other hand, the Next Generation (Next Gen) is much keener to sustainable investment than older generations and, at the same time; they are growing more comfortable with equities with higher risk exposures. The appropriate impact investing vehicles differs for different segments or types of social enterprise.

Panellists include:

  • Debbie Ryan, CEO, The Impact Investing Network
  • Liem Le, Entrepreneur, Founder & CEO, Little Lion
  • Nigel Kershaw OBE, Executive Chairman, The Big Issue Group
  • Romesh Jayawickrama, CEO, BankerBay

Session chaired by Robert J. Rubinstein, Chairman and Founder, TBLI Group Holdings


10:45

Networking Break


11:15

Presentation 1

Debbie Ryan

CEO, The Impact Investing Network


11:30

Presentation 2

Justine Leigh-Bell

Deputy CEO, Director, Market Development, Climate Bonds Initiative


11:45

Panel 2 - Green bonds: Are they really green?

Panellists include:

  • Justine Leigh-Bell, CEO, Deputy CEO, Director, Market Development, Climate Bonds Initiative

Session chaired by Urs Bolt, Advisor, Wealth & Society Programme


12:30

Presentation 3 - The business case for investing in women, minorities, and NextGen

Liem Le

Entrepreneur, Founder & CEO, Little Lion


11:15

Workshop 1: How to manage your portfolio green risk-return


12:45

Stand-up Luncheon


13:15

Presentation 4

Nigel Kershaw OBE

Executive Chairman, The Big Issue Group


13:30

Panel 3 - Analyzing Gender Smart Investing as an investing strategy

Panellists include:

  • Liem Le, Entrepreneur, Founder & CEO, Little Lion
  • Natasha Müller, Founder, NM Impact Ltd.

Session chaired by Robert J. Rubinstein, Chairman and Founder, TBLI Group Holdings


14:15

Presentation 5

Romesh Jayawickrama

CEO, BankerBay


14:30

Panel 4 - Can the ESG evolution provide a lifeline for active asset managers? Active versus Passive green investment strategies

Panellists include:

  • Christian Regnicoli, Impact Investing Expert, Head Institutional Clients, responsAbility Investments AG

Session chaired by Urs Bolt, Advisor, Wealth & Society Programme


13:15

Workshop 2: How to select and monitor an impact portfolio

By Gordian Gaeta, Chairman, Wealth & Society Programme


15:15

Networking break


15:45

Presentation 6

Natasha Müller

Founder, NM Impact Ltd.


16:00

Panel 5 - What mistakes should we try to avoid when managing and investing our wealth? Analyzing the current problems of fast growing societies

Session chaired by Urs Bolt, Advisor, Wealth & Society Programme


15:45

Workshop 3: Auditing your organization ESG


16:45

Closing session: The World of Investible Ideas

Showcase of selected projects looking for funding from worldwide.

Session co-chaired by Gordian Gaeta, Chairman, Wealth & Society Programme; and Robert J. Rubinstein, Advisor, Wealth & Society Programme


17:30

Close of conference

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