Programma van Seminar ‘How to create Impact via Public & Private Markets in Energy Transition, Natural Capital & Biodiversity?'

Nikki Trip, Consultant and Sustainability Specialist, AF Advisors

Brenda Kramer, Executive Director, Sustainable Finance Lab

Jeroen Bos, Global Head of Equity, AXA Investment Managers 

To set the scene, Jeroen Bos, Global Head of Equity at AXA Investment Managers, will discuss several different options to integrate biodiversity aspects in investment portfolio’s, both for public and private investments. Options that will be discussed include investing to lower footprint and portfolio risk, investing in solutions to facilitate the transition to a more biodiversity friendly society, investing in natural capital as well as integrating biodiversity insights into security selection, portfolio construction and active ownership.

Nick Moss, Head of Nature Based Solutions, Nuveen Natural Capital

Nature based solutions aim to enhance the environmental and social value of natural capital assets. This allows for value recognition for more than just timber and crops but provides the potential to enhance returns and diversify revenues for forest and farmland management activities that produce quantifiable ecosystem service values. Natural capital and the development of Nature Based Solutions are benefitting from powerful industry tailwinds. Increasingly there is growing market and demand side trends that will contribute to the market growth for Natural Capital and Nature Based Solutions.

In a broader portfolio context, natural capital and nature based solutions investment offers a number of benefits, including:

• improve on the overall risk return profile of a portfolio through portfolio diversification
• a hedge against inflation
• attractive total returns.

Bart van Merriënboer, Senior Portfoliomanager Infrastructuur, a.s.r. real assets investment partners

ESG & climate change is one of the major fundamental drivers of investments in the infrastructure market. To implement this theme in investment portfolios, there are increasingly more investment opportunities. Of course, this can be done through now relatively widely accepted investments in renewables such as wind and solar parks, but a.s.r. real assets investment partners believes that there are more attractive opportunities.

13.15 pm: Case Study 1: Engagement in advancing the energy transitions
Xander Urbach, Senior Advisor Responsible Investment, MN

13.30 pm: Case Study 2: Biodiversity investing for a profitable and responsible future
Adrien Cambonie, Portfolio Manager, Impact Analyst, UBP, and Yvan Delaplace, Senior Investment Specialist & Fund Analyst, UBP

Isobel Edwards, Vice President, Global Head of Green, Social and Impact Bond Research, Goldman Sachs Asset Management

• Bert Kramer, Head of Climate Research, Climate Scenarios & Sustainability, Ortec Finance
• Marjolein Meulensteen, Senior Portfoliomanager Sustainable Investing, a.s.r. vermogensbeheer
• Cherry Muijsson, Director, Multi-Asset Strategies and Solutions, Blackrock
• Daan de Zwart, Investment Strategist, pension fund Rail & OV

Rosie French, Head of Sustainability, Schroders Greencoat, and Jamie Milne, Investor Relations, Schroders Greencoat

Energy transition assets are crucial for decarbonising the grid, powering demand such as data centres and reducing emissions in high carbon industries such as aviation, agri-chemical and shipping. Climate change mitigation and the pathway to net zero demand significant reductions in carbon emissions across all sectors. In this presentation, Rosie French and Jamie Milne will discuss how private market investment in the sector can drive net zero. They will highlight innovative projects and showcase successful collaborations that advance the journey to a decarbonised economy. 

16.15 uur: Case Study 3: Advancing the energy transition in the Netherlands
Rosemarijn van der Meij, Fund Manager Sustainable Investments, ASN Impact Investors

16.30 uur: Case Study 4: How we developed infrastructure debt solutions to integrate climate investing at NN
Aida Giniyatullina, Senior Portfolio Manager Private Debt, NN Group

16.45 uur: Case Study 5: Biodiversity Solutions in Private Markets
Jan Bertus Molenkamp, Co-Founder, Impact Orange Partners

• Adrien Cambonie, Portfolio Manager, Impact Analyst, UBP
• Aida Giniyatullina, Senior Portfolio Manager Private Debt, NN Group
• Rosemarijn van der Meij, Fund Manager Sustainable Investments, ASN Impact Investors
• Jan Bertus Molenkamp, Co-Founder, Impact Orange Partners
• Xander Urbach, Senior Advisor Responsible Investment, MN