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ESG and Impact Investing Webinar - D.A.CH

IPE’s second DACH ESG webinar of 2020, hosted by Frank Schnattinger, Managing Editor, IPE D.A.CH covers the latest challenges and opportunities relating to the industry response to COVID-19 pandemic, measuring the net impact of your investments, future-focused and sustainable investments, ESG & CAT bonds with other topics to be announced.

Market insights are discussed by investment experts from The Upright Project, Twelve Capital, Union Investment & IMPAX Asset Management.

Now in its third year, IPE’s ESG seminar series has become a key European forum for the investment industry achieving a highly positive feedback score from attendees in 2019. This year, the series will include spring webinars and autumn seminars.

For the full programme please visit ipe.com/esg2020


Welcome and Introduction:
Frank Schnattinger – Managing Editor, IPE D.A.CH

Presentation by Union Investment: Future-focused and sustainable investment
Dr Henrik Pontzen - Head of ESG, Union Investment

Presentation by The Upright Project: Measuring the Net Impact of your Investments - A New Type of Quantification Model
Annu Nieminen – Founder & CEO, The Upright Project

Presentation by Twelve Capital: Catastrophe bonds, Sustainable Investing and ESG: Assessment and Outlook
Florian Steiger – Director, Cat Bonds Strategy, Twelve Capital AG

Presentation by IMPAX Asset Management: The opportunities arising from the transition to a sustainable economy
David Winborne – Senior Portfolio Manager Impax Asset Management

Q&A Session

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Recorded Jun 10 2020 81 mins
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Presented by
Frank Schnattinger – Managing Editor, IPE D.A.CH
Presentation preview: ESG and Impact Investing Webinar - D.A.CH

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  • Channel
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  • Turning Talk into Action: From Net-Zero Ambition to Execution Sep 9 2021 1:00 pm UTC 75 mins
    Thomas Tayler, Rick Stathers & Stanley Kwong, Aviva Investors | Brendan Maton, IPE
    How will you deliver your climate ambitions? Net-zero commitments are increasingly commonplace, but with the science developing at pace, what is best practice in implementing your goals?

    The urgency of the climate crisis means we can no longer wait for everything to be neatly laid out before acting, yet most investors are still grappling with the magnitude of the task at hand.

    In this webcast our panellists Thomas Tayler, senior manager at Aviva Investors’ Sustainable Finance Centre for Excellence, Rick Stathers, Senior GRI Analyst, Climate Specialist and Stanley Kwong, ESG Associate Director, Real Assets will examine the practical steps required to meet a climate ambition, drawing on Aviva Investors’ own experience in trying to deliver the most demanding net-zero target of any major insurance company in the world today.

    – Thomas Tayler, Senior manager at Aviva Investors’ Sustainable Finance Centre for Excellence
    – Rick Stathers, Senior GRI Analyst, Climate Specialist
    – Stanley Kwong, ESG Associate Director, Real Assets
  • Aligning your real estate portfolio with a net-zero economy Sep 8 2021 2:00 pm UTC 75 mins
    Marion de Marcillac, MSCI | Will Robson, MSCI | Brendan Maton, IPE
    2021 is a critical year for climate action as we head toward the UN Climate Change Conference (COP26) in November. As businesses, investors and governments explore the transition to a net-zero world, measuring and managing climate risk has become an ever-more important tenet of the institutional investment process. Real estate investors need to look at how they are considering this transition across the investment process from due diligence to portfolio management as well as performance and reporting.

    In this webinar Marion de Marcillac will look at what we really mean by a ‘net-zero’ economy and share how companies and investors across asset classes are approaching this.

    Will Robson will then explore the real estate approach to modelling transition and physical risk impact in your portfolio and how these insights can be leveraged in portfolio management and regulatory reporting like Task Force on Climate-related Financial Disclosures (TCFD).

    • Marion de Marcillac - Executive Director, Head of Climate Product, MSCI
    • Will Robson - Executive Director, Global Head of Real Estate Solutions Research, MSCI
  • How to reconcile financial performance and ESG? Aug 18 2021 2:00 pm UTC 75 mins
    Erik Christiansen, Scientific Beta | Eric Shirbini, Scientific Beta | Brendan Maton, IPE
    – ESG investment strategies are often marketed with claims that ESG can be a source of financial outperformance in terms of risk-adjusted returns.
    – In this webinar we will look into these claims and analyse whether alpha subsists once the drivers of financial performance of ESG and low carbon strategies are properly accounted for.
    – We will also discuss the best way – filtering or optimisation techniques – to combine ESG and climate goals with the two well-grounded sources of financial added value, exposure to rewarded factors and diversification of idiosyncratic risk.

    – Erik Christiansen, ESG & Low Carbon Investment Specialist, Scientific Beta
    – Eric Shirbini, PhD, Global Research and Investment Solutions Director, Scientific Beta

    Moderated by:
    – Brendan Maton, IPE
  • Rise of the social pillar of ESG and implementation in passive portfolios Recorded: Aug 4 2021 50 mins
    Sebastian Schiele, Head of Passive Mandates Sales EMEA & APAC, DWS | Prof. Amin Rajan, CEO, CREATE-Research
    The ‘S’ pillar of environmental, social and corporate governance (ESG) is becoming an increasingly important driver of investment decision-making, especially in light of the Covid-19 crisis. As politicians and policy makers across the world aim to ‘build back better’, we as an investment community need to take the time to fully understand the social part of ESG. We live in an age where the politics of inequality and ‘social justice’ cannot be seen as external to the investment process.

    Against this backdrop, Sebastian Schiele, Head of Passive Mandates Sales EMEA & APAC at DWS and Prof. Amin Rajan, CEO Create Research will discuss the findings of the Passive Investing Report 2021: Rise of the social pillar of ESG. 142 pension plans in 17 jurisdictions with collective assets under management of EUR 2.1 trillion have been surveyed. Their insights are a useful barometer of broader changes that will ultimately trickle down to all parts of the investment market.

    The webcast will give valuable insights of the survey and will address the following topics:

    • How and why has Covid-19 brought social risk to the front and center of investor portfolios?
    • How are pension investors investing in the social pillar via their passive funds?
    • What benefits are being targeted by pension investors when investing in the ‘S’ pillar and how have social-related passive funds done during and after the 2020 crash?
    • Looking over the next 3-5 years, how are pension investors’ allocations to social-related passive funds likely to change? And what tracking error do they target?
  • Global factor performance & behaviour in Q2: Key divergences - cause and effect Recorded: Jul 21 2021 59 mins
    Marlies van Boven, FTSE Russell | Mark Barnes, FTSE Russell | Brendan Maton, IPE
    Join FTSE Russell’s Global Investment Research team for their quarterly “Global Factor Performance and Insight” webinar.

    During the session, our presenters will provide valuable insights on factor behaviour and valuations, and answer the following questions:

    – Why have we seen a significant global divergence in factor performance compared to the first quarter?
    – How has factor behaviour differed across regions in 2021?
    – What is the impact of regional differences during COVID surges ?
    – How has factor exposure of Momentum changed?
    – What is the correlation between the economic outlook and factor performance?
  • Positioning Your Equity Portfolio to Benefit from Rising Inflation Recorded: Jul 8 2021 71 mins
    Felix Goltz, PhD, Research Director | Eric Shirbini, PhD, Global Research and Investment Solutions Director, Scientific Beta
    As the economy opens up and stimulus spending commences, the market is concerned about inflation fears. Using TIPS to aim for full hedging of inflation would have a high opportunity cost, especially with negative interest rates. Instead, investors can turn to their performance-seeking portfolio for long-run inflation protection. Equities are a natural candidate for this, since unlike commodities, they offer a positive long-term risk premium.

    Currently, there are no passive equity products that provide exposure to macroeconomic risks such as inflation in a systematic fashion. We aim to fill this gap by developing indices for targeted macroeconomic exposure.

    In this webinar, we present our equity inflation indices, the first in a series of targeted macroeconomic factor indices from Scientific Beta. The objective of these indices is to provide long-term equity performance with additional inflation protection compared to a traditional cap-weighted index. As a result, these indices are ideal candidates to replace cap-weight indices for investors with inflation fears and as equity components of a multi-asset portfolio that requires insulation against inflation shocks.

    During this webinar we will cover the following topics:

    – Reliable measurement of macroeconomic exposure (role of robust statistics and forward-looking information)
    – Equity portfolios dedicated to inflation lead to stronger targeted inflation-surprise exposures compared to a factor or sector allocation approach
    – Inflation indices can protect against future inflation shocks while earning the long-term equity risk premium
    – Comparison of the conditional performance of equity inflation strategies with that of other asset classes

    Felix Goltz, PhD, Research Director, Scientific Beta
    Eric Shirbini, PhD, Global Research and Investment Solutions Director, Scientific Beta

    Moderated by Brendan Maton, IPE
  • Directing capital for good – impact investing in global bonds Recorded: Jun 29 2021 63 mins
    Jessica Zarzycki, CFA, Co-Portfolio Manager, Nuveen | Brendan Maton, IPE
    How can investors direct capital in public fixed income markets to deliver positive social and environmental outcomes? Join Jessica Zarzycki of Nuveen as she discusses:

    • The increasing opportunities in social and environmental bonds
    • How a rigorous investment approach can achieve impact outcomes without sacrificing financial returns
    • How to meet the challenges of accountability with relevant and transparent reporting
    • Case studies, including participation in the world’s first sovereign blue bond
  • Optimal impact: How to deliver impact goals and financial returns Recorded: Jun 22 2021 69 mins
    Amanda Kizer, Nuveen | Allison Spector, Nuveen | Mike McCreless, Impact Frontiers | Brendan Maton, IPE
    Nuveen experts discuss the challenges of combining impact and financial objectives in real asset portfolios. They will focus on three areas that they believe are crucial for success:

    – Aligning to impact themes that will play to the investor’s strength
    – Selecting an effective impact measurement and management framework
    – Quantifying impact to improve investment decisions and portfolio construction

    Presented by:
    Amanda Kizer, Director, Responsible Investing, Nuveen
    Allison Spector, Director, Responsible Investment, Real Assets & Private Markets, Nuveen
    Mike McCreless, Founder and Executive Director, Impact Frontiers

    Moderator: Brendan Maton, IPE
  • Operational Risk Management: Empowering Strategic Decision Making and Oversight Recorded: Jun 16 2021 63 mins
    Frans Hofkens, Northern Trust | Vincent Molino, Northern Trust Front Office Solutions | Brendan Maton, IPE
    As has been evident from the global financial crisis, successful risk management stands or falls with good governance and the right culture within an organisation. The outcomes of decisions, especially in the long-term, are by definition uncertain and necessitate a careful and balanced decision-making process as the basis for making future-proofed choices.

    Join our webcast with Northern Trust in exploring how Operational Due Diligence (ODD) and Operational Risk Management (ORM) play an essential part in a pension fund’s risk management strategy – from the decision making process when appointing a third party asset manager through to continued monitoring of outsourced services.

    The webcast will cover:

    • An integrated risk management framework and the management of non-financial risk
    • Key trends and industry best practices - including insights from the Netherlands where the Pension Act obliges Dutch pension funds to conduct and demonstrate controlled and ethical business operations
    • How ORM and ODD help from the outset and throughout a period of outsourcing

    Presented by:
    Frans Hofkens, Client Executive, Institutional Investor Group, Netherlands, Northern Trust
    Vincent Molino, Head of Operational Risk Management Solutions, Northern Trust Front Office Solutions

    Moderated by: Brendan Maton, IPE
  • Everything you always wanted to know about infrastructure investing Recorded: Jun 14 2021 87 mins
    Frederic Blanc-Brude, Director of EDHECinfra, CEO of Scientific Infra Pte Ltd | Brendan Maton, IPE
    Real assets are a vital part of a diversified portfolio for many investors, particularly traditional equities and bonds in a high-valuation, low-yield environment. Join us for a conversation about the infrastructure asset class and the potential it offers to institutional investors.

    The webcast will cover:

    – what are the characteristics of infrastructure investments and their cash flows?
    – how risky are these cash flows and how should they be discounted?
    – what is the evolution of expected returns and the costs of capital of private infrastructure?
    – what are the risks of bankruptcy or equity 'wipe-out'?
  • Great expectations in inflation Recorded: Jun 10 2021 65 mins
    Andrew Mulliner, CFA Head of Global Aggregate Strategies, Portfolio Manager | Helen Anthony, CFA Portfolio Manager
    Is inflation a problematic concept in an era where technology dominates? Are we in danger of putting too much emphasis on short-term commodity price moves and overlooking bigger picture inflation drivers such as digitalisation?

    In this topical webcast from Janus Henderson, fixed income managers Andy Mulliner and Helen Anthony will demystify inflation, exploring what it is and what it is not, why it is a challenge to measure accurately and why it can be a headache for central bankers. Highlighting some of the key secular drivers shaping the outlook for inflation from shifting demographics to technological change and global trade, they will explore the outlook for inflation and the risks and opportunities this creates for fixed income investors.
  • The Importance of Institutional Impact Investing: care homes as an illustration Recorded: Jun 9 2021 62 mins
    Michael Toft, Octopus Real Estate | Benjamin Davis, Octopus Real Estate | Tom Morgan, CBRE | Brendan Maton, IPE
    The UK healthcare real estate sector is maturing. Occupational demand is growing owing to an ageing population and rising care needs. Meanwhile an undersupply of high-quality purpose-built accommodation persists.

    The last decade has seen increasing interest in the UK healthcare market from institutional investors attracted by the scope for long dated income, attractive yields and diversification attributes.

    Recent trends among institutions towards impact investing have only served to increase interest. The sector offers investors the opportunity to achieve attractive financial returns while helping solve a key societal challenge – the need for high quality care provision for our elderly population.

    Join us at this educational webinar at 12:30pm on Wednesday 9 June to learn about:

    – ESG and impact considerations of investing in healthcare real estate
    – The market dynamics underpinning healthcare real estate in the UK
    – The factors driving increased demand from institutional investors

    Presented by:
    Michael Toft, Senior Fund Manager of the Octopus Healthcare Fund
    Benjamin Davis, Chief Executive Officer, Octopus Real Estate
    Tom Morgan, Executive Director, Healthcare, Operational real estate, CBRE

    Moderated by; Brendan Maton, IPE
  • IPE D.A.CH-Webinar „USA im Fokus” Recorded: Jun 9 2021 79 mins
    Frank Schnattinger, IPE D.A.CH | Julian Cook, T.Rowe Price | Diego Föllmi, Hérens Quality Asset Management
    Ein erstes Zwischenfazit für (Aktien-)Investoren nach sechs Monaten unter Präsident Joe Biden

    Mit dem Wahlsieg von Joe Biden im vergangenen November und seiner Amtseinführung im Januar 2021 hat eine Zeit der gemäßigteren Töne in der US-Handelspolitik begonnen. Seine Wahl, so schrieben viele Analysten, sei eine gute Nachricht für die Märkte. Tatsächlich legte die neue US-Regierung dann ein schnelles Tempo vor. Die fortgeschrittene Impfkampagne und der so genannte American Rescue Plan mit einem Gesamtvolumen von rund 1.900 Mrd. US-Dollar tragen dazu bei, dass für die US-Wirtschaft dieses Jahr eine Erholung von 6,4% erwartet wird. Nun soll auch noch der American Jobs Plan, der weite Teile der Infrastruktur- und Investitionspläne der neuen US-Regierung umfasst, auf den Weg gebracht werden.

    Im Rahmen unseres Webinars „USA im Fokus“ wollen wir auf die ersten Monate der Amtszeit von Joe Biden blicken und insbesondere den Ausblick wagen, welchen Einfluss seine Politik auf den Aktienmarkt hat. Werden steigende Zinsen den Aktienmarkt unter Druck bringen oder legt Biden mit seinen Maßnahmen den Grundstein für weiter starke US-Werte? Das Webinar findet am Mittwoch den 9. Juni 2021 von 10.00 bis 11.15 Uhr statt. Beiträge kommen von T. Rowe Price & Hérens Quality Asset Management. Jonah M. Otto von der Universität Augsburg wird dazu in einer kurzen Keynote die ersten Monate von Präsident Biden unter die Lupe nehmen.

    Einleitung und Themenübersicht
    Frank Schnattinger, Chefredakteur, IPE D.A.CH
    Evaluating Biden‘s first 6 month in office – where do we go from here?
    Jonah M. Otto, MPA
    Research & Teaching Fellow, Department of Management & Organization, Universität Augsburg
    Research Fellow, Institute for Development Strategies, Indiana University
    Will the Biden agenda change the leadership of US growth stocks?
    Julian Cook, Portfolio Specialist US Equity
    T.Rowe Price
    US-Big-Tech auf dem Prüfstand
    Diego Föllmi, CEO
    Hérens Quality Asset Management
  • Key Performance Indicators for Climate Investing Recorded: Jun 3 2021 58 mins
    Felix Goltz, PhD, Research Director, Scientific Beta | Victor Liu, CFA, ESG Analyst, Scientific Beta | Brendan Maton, IPE
    – How consistent are climate strategies with impact objectives? –

    Climate investing strategies seek to reward virtuous companies with increasing capital and provide incentives for management to reduce the climate impact of corporate activities. We analyse whether typical strategies that tilt to stocks with good climate scores or optimise portfolio climate scores are consistent with this impact objective.

    We analyse common climate strategies and analyse the holdings of such strategies. How strategies decide on weights at the individual stock level, and how these weights change over time is crucial for driving impact on company management to act for the climate. Therefore, we go beyond analysing portfolio level weighted-average scores that are targeted by such strategies and instead ask how well the strategies incentivise companies to reduce the climate damage they create.

    Topics covered include:

    – A taxonomy of climate investing strategies
    – Identifying the key drivers of capital supply from climate investing to green and brown firms
    – Assessing the consistency of signals for incentivizing firms to act on climate
  • Sustainability & Climate: What Gets Measured Gets Done Recorded: May 28 2021 61 mins
    Christopher Huemmer, Northern Trust Asset Management | Hamish Seegopaul , Qontigo | Brendan Maton, IPE
    *For professional investors only*

    – Creating & Implementing a Forward-Looking Rules-Based Approach to Sustainability & Climate –

    Now more than ever, investors are turning to ETFs powered by rules-based indices to build more sustainable portfolios. With climate-related risks posing a potential threat to the long-term strength of many institutional investment portfolios and with the increasing volume of data to help identify key climate-related risks and opportunities, two experts at FlexShares Exchange Traded Funds & Qontigo explain the process of creating indices that effectively incorporate climate metrics and investment factors such as high dividend, quality and low volatility into the index construction process.

    Join us for an in-depth partnership discussion on the creation and usage of the recently launched iSTOXX® Northern Trust Climate ESG Indices – that address two challenges that professional investors are dealing with in this low yield, high volatility market.

    Agenda includes:

    • Conversation around the partnership between Northern Trust Asset Management and Qontigo that drove the index creation process;
    • A closer look at how the indices embed SASB’s Materiality Map® in an effort to identify sustainability issues that are likely to affect the financial condition or operating performance of companies within a given industry;
    • Integrating a multi-factor approach including the application of a quality process that consists of three composite categories – Management Efficiency, Profitability & Cash Flow/ Financial Strength in order to identify sustainable dividends.

    Presented by:
    – Christopher Huemmer – Senior Investment Strategist, FlexShares ETFs, Northern Trust Asset Management
    – Hamish Seegopaul – Managing Director, R&D, ESG and Quantitative Indices, Qontigo
  • Breaking Down Corporate Net-Zero Climate Targets Recorded: May 25 2021 66 mins
    Linda-Eling Lee, MSCI | Oliver Marchand, MSCI Climate Risk Center | Brendan Maton, IPE
    An increasing number of companies are announcing decarbonization or ‘net-zero’ commitments with approximately 35% of MSCI ACWI Index constituents having set some type of target as of January 2021. But how realistic are these targets? MSCI’s latest analysis reveals targets that appear to be similar in their headline can turn out to be quite different underneath the hood. This disparity may make it difficult to assess the potential impact targets could have, if achieved, on the environment or on companies’ climate risk profiles.

    Join MSCI and IPE as we explore some of the common decarbonization approaches and provide a framework for investors to compare companies’ climate commitments and assess where some of the strengths and weaknesses of a target may lie.

    Presented by:
    Linda-Eling Lee, Managing Director, Global Head of ESG Research, MSCI
    Oliver Marchand, Managing Director, Global Head of ESG Research & Models, MSCI Climate Risk Center

    Moderator by: Brendan Maton, IPE
  • Forestry, Carbon and Climate Change: Investing for the Future Recorded: May 20 2021 59 mins
    Che Charteris, CEO, Craigmore | Nick Tapp, Head of Investor Relations, Craigmore | Brendan Maton, IPE
    ▪ In this webcast Craigmore farming and forestry experts, Che Charteris and Nick Tapp will discuss the economic and environmental benefits of forestry - with New Zealand as a case study.

    ▪ New Zealand forestry derives revenue from the sale of timber and from carbon credits (NZUs) allocated in recognition of the carbon removed from the atmosphere by a forest as it grows.

    ▪ New Zealand enjoys a significant competitive advantage in forestry. Growth rates are extremely fast with a 27-year rotation. Faster growth both removes carbon from the atmosphere and delivers mature stands of timber more quickly.

    ▪ Che Charteris, Craigmore’s CEO, explains that “where cash flows from new forests were previously only received at harvest at around the 27-year mark, the sale of carbon credits allows the Partnership to make distributions to our investors at a much earlier stage. This significant recognition of the importance of forestry as part of addressing climate change has changed the economics of the sector”.
  • (Climate) change in portfolios: efficient and complete decarbonisation Recorded: May 19 2021 61 mins
    Dr. Ralf Seiz - CEO of Finreon AG, Supervisory Board & Lecturer University of St. Gallen (HSG) | Brendan Maton, IPE
    – With Finreon ZeroCarbon® –

    The mitigation of climate change and the transition to a CO2-neutral economy is one of the biggest challenges institutional investors face in the coming years, as both the requirement to disclose the carbon footprint and the emergence of new benchmarks (e.g. CTB/PAB) reflect the political and regulatory will to systematically decarbonize investment portfolios.

    In this webinar, Dr. Ralf Seiz, founder of Finreon and lecturer at the University of St. Gallen, will present the Finreon ZeroCarbon® methodology to decarbonize efficiently portfolios:

    - CO2-neutralisation: The Finreon ZeroCarbon® innovation makes it possible not only to reduce the CO2-emissions of portfolios but to neutralize them completely
    - Low risks and costs: Decarbonisation with Finreon ZeroCarbon® allows for a high level of portfolio decarbonization with minimal tracking error impact and costs
    - Flexible use: As a “carbon hedge”, Finreon ZeroCarbon® is a highly flexible option to decarbonize any given portfolio structure (active, passive; equity, balanced etc.)

    Join us in discussing the following topics:

    - Why decarbonize portfolios?
    - What options exist to efficiently decarbonize portfolios?
    - What is the price of decarbonization?
    - What is a carbon hedge?
    - How can a carbon hedge be used to efficiently decarbonize portfolios?
    - Is it possible to fully decarbonize portfolios today?
  • Are Pan-European Logistics Investments Still Attractive Post-COVID? Recorded: May 12 2021 56 mins
    Alistair Calvert - CEO and founder, Clarion Partners Europe | Tim Wang - MD, Head of Investment Research, Clarion Partners
    The logistics sector has been red-hot, driven by robust occupier demand and strong investor interest. The shift to e-commerce accelerated dramatically during the COVID-19 pandemic as people stayed home and ordered more goods online. Now with the global vaccination rollout, the end of the pandemic is finally in sight. Post-COVID, will people still buy more items online? Will logistics tenants keep taking up more distribution space?

    Alistair Calvert, CEO of Clarion Partners Europe, and Tim Wang, Ph.D., Head of Investment Research Clarion Partners, will discuss how Europe is uniquely positioned to benefit from the ongoing supply chain transformation and why logistics will continue to be an attractive property sector to invest in after the pandemic.

    Highlights will include:

    • Secular e-commerce disruption theme
    • Building of “last-mile” logistics infrastructure
    • Current leasing and pricing trends
    • Tenant preferences for asset quality and location
    • Investment opportunities across the Pan-European region

    Presented by:
    Alistair Calvert - CEO and founder, Clarion Partners Europe
    Tim Wang - Managing Director, Head of Investment Research, Clarion Partners

    Moderated by: Brendan Maton, IPE
  • Now is the right time to invest in private real estate debt Recorded: May 11 2021 64 mins
    Paul House, ARA Venn | Richard Barkham, CBRE | Andrea Vanni, Areli Real Estate | Brendan Maton, IPE
    An engaging session focused on the investment opportunities and threats within the context of European & UK private real estate debt.
    Following the economic backdrop as presented by CBRE’s Global Head of Research and Global Chief Economist Richard Barkham PhD, the panel discussion brings both Lender and Borrower perspectives to gain insights to the European & UK Commercial Real Estate debt markets – the discussion will include:
    • An introduction to the European & UK CRE debt markets
    • Products available to global investors
    • The Lender sphere  – participants in the market and their approach
    • The Borrower’s perspective – competition in the marketplace and selecting the right debt partner
    • Views on the UK & differing European countries  – what are the best and what are the more challenging markets and why?
    • The Lender’s perspective vs. the Borrower’s – other than pricing what are the key loan features that matter and what does this mean to the end investor
    • Future market expectations– and how will this impact investment returns

    Presented by:
    – Paul House, Managing Partner, ARA Venn
    – Richard Barkham, Chief Global Economist & Head of Americas Research, CBRE
    – Andrea Vanni, Partner, Areli Real Estate

    Moderated by: Brendan Maton, IPE
Live interviews, roundtables & presentations
This webcast channel is for pension funds and other institutional investment professionals in Europe, the USA and Asia. It is particularly relevant for pension fund executives, trustees, consultants and investment managers. IPE will be bringing its community live interviews with leading figures in the market, hosting roundtable discussions on specific topics such as asset allocation and also sharing latest thought-leadership from investment experts.

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  • Title: ESG and Impact Investing Webinar - D.A.CH
  • Live at: Jun 10 2020 12:00 pm
  • Presented by: Frank Schnattinger – Managing Editor, IPE D.A.CH
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