Three-day executive program Impact Investment & Blended Finance for Development Agencies & Foundations How to use public funds to attract private investment for high-impact enterprises addressing the SDGs Draft Agenda & Background Information 2018
The Journey EXPECT THE UNEXPECTED EXPAND THE KNOWN With this executive program, we will take you on a journey. The goal is that your trip will not end here: To use public or philanthropic funds more effectively and mobilize private investment to achieve the Sustainable Development Goals (SDGs) needs curiosity, dedication, preparation and practical tools that development agencies, public/multilateral organizations and foundations can effectively put into practice. In this first stage of the journey, we will map the territory, frame the environment, introduce you to the culture, hint to stumbling blocks and focus on a promising path: How to empower high-impact enterprises with market-based solutions to scale and deliver positive impact in a sustainable way - a bottom-up approach. Our lecturers, experts and guest speakers will be your guides to the world of blended finance & impact investment on this trip. They will provide state-of-the-art knowledge, lead you through interactive sessions and answer your burning questions in a trusted environment. In addition, you will benefit from a wealth of experiences that your international peer travelers will bring from many fields. Two live cases will frame your track into uncharted territory: Clínicas del Azúcar and Root Capital. They will enrich the experience with practical insights, provide different stakeholder perspectives and share the do s and don'ts of discovering impact finance the novel way. Expand your horizon and become inspired! Bjoern Struewer Joan M. Larrea Dr. Falko Paetzold Roots of Impact / Social Finance Academy (SFA) Convergence University of Zurich Center for Sustainable Finance and Private Wealth (CSP) - 2-
Agenda: Day 1 Lay of the Land, Ecosystem & Trends WEDNESDAY, AUGUST 29, 2018 LOCATION: UNIVERSITY OF ZURICH, (MAIN BUILDING), RÄMISTRASSE 71, ROOM KOL E 13 (SO-CALLED "SENATSZIMMER"), CH-8081 ZURICH 08:30 09:00 FillYour Reserves: Small Breakfast 09:00 09:30 Welcome to the Blended Finance Journey! Dr. Falko Paetzold (University of Zurich CSP), Joan M. Larrea (Convergence) & Bjoern Struewer (Roots of Impact, SFA) 09:30 13:00 Mapping the Territory: Traveling from Traditional Finance to SDG & Social Innovation Funding Karen E. Wilson (Finance for Sustainable Development, DCD, OECD) 13:00 14.00 Meet & Greet: Light Lunch 14:oo 14:45 Stories From The Field: Funding Challenges for an Impact Enterprise - Clínicas del Azúcar Javier Lozano (Clínicas del Azúcar, CDA) 14:45 15:15 Checking the Barometer: Trends & Players in the Blended Finance Ecosystem Aakif Merchant (Convergence) 15:15 15:30 BoostYour Energy: Tea, Coffee & Fruit Break 15:30 17:00 Learnings from Explored Territories: The MicroFinance Experience Dr. Annette Kraus (University of Zurich CSP) 17:00 18:30 Interactive Aperitif: NextGen Investors Meet The Donor Community Introduced by Julia Balandina (NILA program University of Zurich) & Bjoern Struewer ~19:30 optional! -> Dinner & Digest: Expanding the Donor s Journey Horizon A Impulse by Dr. Peter Beez (Swiss Agency for Development and Cooperation, SDC) - 3-
Agenda: Day 2 Deeper Dive into Core Areas THURSDAY, AUGUST 30, 2018 LOCATION: UNIVERSITY OF ZURICH, (MAIN BUILDING), RÄMISTRASSE 71, ROOM KOL E 13 (SO-CALLED "SENATSZIMMER"), CH-8081 ZURICH 08:30 09:00 FillYour Energy Tanks: Small Breakfast 09:00 10:30 Off The Beaten Path: New Roles for Philanthropic and Development Players to Boost Impact Finance Dr. David Wood (Initiative for Responsible Investment, John F. Kennedy School of Government, Harvard University) 10:30 13:00 Introducing The Travel Tools: The Latest in Blended Finance Approaches and Instruments Joan M. Larrea 13:00 14.00 Meet & Interact: Light Lunch 14:00 15:00 Stories From the Field: Pioneering Impact Lending in Agriculture Root Capital Brian Milder (Root Capital) 15:00 16:00 Interactive Session: How Much Impact Are We Having? Role play led by Jeremy Nicholls (formerly Social Value UK & International) & Dr. Rory Tews (Roots of Impact) 16:00 16:15 BoostYour Energy: Tea, Coffee & Fruit Break 16:15 17:15 Framing the Environment: The Myths & Realities of Impact Management Jeremy Nicholls 17:15 18:00 Discussing the Culture: Misconceptions in Impact Investing and Blended Finance Impulse and Q+A led by Bjoern Struewer ~19:30 optional! -> Dinner & Digest: Disrupting Vulnerable Communities Finance for Impulse by Brian Milder (Root Capital) - 4-
Agenda: Day 3 Wrap-up of Experiences & Learnings FRIDAY, AUGUST 31, 2018 LOCATION: UNIVERSITY OF ZURICH, (MAIN BUILDING), RÄMISTRASSE 71, ROOM KOL E 13 (SO-CALLED "SENATSZIMMER"), CH-8081 ZURICH 08:30 09:00 GetYour Food Supply: Small Breakfast 09:00 10:30 TrackingYour Trip: Pay-For-Success Instruments Dr. RoryTews 10:30 11:00 Interactive Session: The CDA Experience with Social Impact Incentives (SIINC) Led by Dr. Rory Tews 11:00 11:30 BoostYour Energy: Tea, Coffee & Fruit Break 11:30 13:00 Insights from Seasoned Travelers: Addressing Challenges on the Impact Finance Road and How Banks Can Boost Private Capital Supply Dr. James Gifford (UBS Wealth Management) 13:00 14.00 Meet & Exchange: Light Lunch 14:00 15:30 Engaging the Next Generation: How High-Net Worth Millennials Approach Responsible & Impact Investing Dr. Falko Paetzold (University of Zurich CSP) 15:30 Saying Farewell For Now! Dr. Falko Paetzold, Joan M. Larrea & Bjoern Struewer ~16:00 End of Your Journey s First Stage - 5-
Lecturers, Experts & Guests - 6-
Lecturers, Experts & Guests - 7-
Lecturers, Experts & Guests Plus confirmed guests: Julia Balandina & NILA program participants (University of Zurich, Javier Lozano (Clínicas del Azúcar, by video conference) https://www.csp.uzh.ch/en/executive/nila.html) - 8-
Contact Details & Information REGISTRATION & INVOICES Andrea Frederick (University of Zurich), andrea.frederick@bf.uzh.ch CONTENT INQUIRIES & TAILORED ONBOARDING Bjoern Struewer (Roots of Impact / Social Finance Academy), bstruewer@roots-of-impact.org Christina Moehrle (Roots of Impact / Social Finance Academy), cmoehrle@roots-of-impact.org LECTURER & SPEAKER RELATIONS Andrea Frederick Christina Moehrle LOCATION & ACCOMMODATION Info sheet: https://social-finance-academy.org/media/information-sheet-zurichexecutive-training.pdf - 10-