How to Build Trust in Impact Investing?  Challenges and Working Practices

House of Trust Davos, hosted by yeswetrust

How to Build Trust in Impact Investing? 
Challenges and Working Practices

House of Trust, Rätia Center, Promenade, Davos, Switzerland

Impact investing, the branch of finance aiming to have a positive impact along ROI, is one of the most powerful engine on the sustainable finance market, yet, it is also the most fragile one. And it all starts with the definition(s) of impact investing per se. Then, it is about how impact is implemented, how is it disclosed toinvestors and investees, and to the other stakeholders. At each step, trust is a sinequanon ingredient, not because of the lack of tools, at the contrary, because of their multitude, of their complexity, sometimes because of their opacity. From the design of financial instruments, to their implementation and evaluation, impact investing, and sustainable finance in general, are multi stakeholder phenomena which are still developing their methodologies. Building trust is, in this context, a must have for the success of the investment itself. This panel brings together experts from the side of investors and investees who will share how they work, innovate, communicate in order to build a solid foundation of trust with their partners, and how they cope with the pitfalls, risks and uncertainties unavoidable in this field. The panellists will address topics such as the play of trust-mistrust, the dynamics and the temporality of trust, the architecture of trust. Practical insights together with concrete examples will allow the audience to get clear and actionable take aways for their own activities. Moderator: Dr. Nicoleta Acatrinei, Board member of SIIA (Swiss Impact Investment Association)Nicoleta Acatrinei is a scholar and entrepreneur (Princeton-Wharton Executive Entrepreneurship Program, INNOVATION HUB Startups Program, University of Lausanne) , with a background in finance, economics, public administration and religion. She has received her Ph.D. in 2014 from Swiss Graduate School of Public Administration (IDHEAP), Switzerland, entitled <a href="https://www.globethics.net/gel/11299022" title="https://www.globethics.net/gel/11299022" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Work motivation and pro-social behavior in the delivery of public services: theoretical and </a>empirical insights.Thanks to her multi-disciplinary background, she has developed an interdisciplinary research and business activity where she is building impact metrics and evaluation tools for sustainable finance, impact investing and faith-based investment, guidelines for the private and the public sector in designing policies to promoting sustainable development, SDGs, and social impact economic activities.Online Speaker : Mary Brunson — Vice President, Investing for CatholicsMary Brunson is Co-Founder of Investing for Catholics, a division of Index Fund Advisors, Inc. She is an accomplished Wealth Advisor (Series 65), an Accredited Investment Fiduciary (AIF), and considered a respected speaker, author and authority on developing sound policy for prudent investing.Mary has a particular expertise in faith-consistent investing rooted in financial science, providing fiduciary advice and institutional wealth services to religious orders including Archdioceses, dioceses, endowments and foundations. In addition, Mary works with nonreligious public trusts, pension plans and individuals.Online Speaker : Stuart Forbes - Head of ARK Invest EuropeStuart is the Head of ARK Invest Europe and the co-founder of RISE ETFs and the product lead. He is highly experienced in the full life-cycle development and management of ETF platforms. Stuart is a qualified solicitor and was previously Head of ETF Product Development at Legal &amp; General Investment Management, and prior to that, at ETF Securities, where he was responsible for ETF development / structuring, platform management and legal.Speaker: Andrea Grobocopatel: - President of AmpatelAndrea Grobocopatel is a businesswoman and philanthropist who has been advocating for nearly a decade to lead responsible and inclusive projects.At a young age, she became the co-founder of an agribusiness conglomerate that evolved from a small SME into a South American role-model enterprise. By the time Andrea stepped away from the firm in 2016, it had grown to 1000 workers and annual revenues of nearly $ 800 million. Andrea has held many leadership positions in the firm, including Chief Financial Officer, Board Member, and Board Vice Chair. She was also a Board member of MolinosCanepa, Agrofina, Frontec, Avex, and other companies in Uruguay, Paraguay, and BrazilCurrently, she is the founder and shareholder of several enterprises, President of Ampatel (agricultural and livestock company), and Resiliencia SGR, which provides financial services for entrepreneurs and SMEs, especially women-owned ones.Speaker : Ben Banerjee - Managing Partner of Impact Investing SolutionsBen is an experienced entrepreneur and internationally known thought leader in the field of Impact Investment. Next to advising global leaders, he has successfully initiated Impact and Sustainable Eco-system in countries like the Netherlands, Finland, Switzerland, and working together with eco-systems in different countries like Taiwan, India. Ben is Advisory Board Member to two Global Think Tanks, East West Institute and Climate Leadership Coalition and advisor to governments and Major Funds. He has been successfully active in this sector for more than two decades.Now he manages the largest impact investors network in Europe, educates businesses and financial institutions and runs the worlds only impact investment media channel, next to other activities.Speaker : Dr Guenther Dobrauz-Saldapenna - co-founding partner of exelixis capitalGuenther holds a master’s and doctorate degree in law from Johannes Kepler University (Austria), an MBA from the University of Strathclyde (Scotland) and has completed executive education programs at Harvard Business School, Harvard Law School, IMD and Singularity University.He is a co-founding partner of Swiss venture capital investment house exelixis capital AG and heads the family office Dobrauz-Saldapenna 1858 AG. Prior to this, Guenther was for many years a Partner with PricewaterhouseCoopers (PwC) where he led Legal for Switzerland and also on global level as a member of the Global Legal Leadership Team. Before that, he was with Deloitte and served at an international hedge fund, one of the first Swiss venture capital firms, with an international law firm and in court.He is a strong believer in circular economy and links it often with exponential technologies in his investments.

Agenda

How to Build Trust in Impact Investing?  Challenges and Working Practices 

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