2 June 2020 10.15am – 11.30am + Add to calendar Webinar Webinar

To view the slides and recording of this event, click here.

We are delighted to invite members to a joint AREF/IPF seminar on Social Impact Investing, organised by the AREF ESG & Social Impact Investing Committee and proudly sponsored by Savills Investment Management.

This is the third event in the series on the topic (you can find the post-event materials, including a recording, from the second event here).  

This event will focus on the fund manager’s perspective and the practical implementation on social impact and UK real estate. 

  • Welcome from our Sponsor, Harry de Ferry Foster, Savills Investment Mangement
  • Introduction - James Broderick of Impact Investing Institute 
  • Case Study 1 - Paul Munday of Funding Affordable Homes
  • Case Study 2 - Sarah Forster of The Good Economy
  • Case Study 3 - Hugo Llewelyn of Newcore Capital 
  • Panel Discussion Moderator - Peter Hobbs of BFinance
  • Panellist - Eleanor Lindsay of LaSalle Investment Management

James Broderick

Impact Investing Institute

Jamie was CEO of UBS Wealth Management (UK) until he retired in 2017. He joined UBS in 2013 from JP Morgan, where he was the CEO of its European asset management business.At JP Morgan Jamie led the development of the firm's European mutual fund business before being appointed as the overall head of the European business including both the retail and the institutional businesses.

Jamie has an AB degree from Harvard College and did doctoral studies in Linguistics and Near Eastern Languages and Civilisations at the University of Chicago.

Sarah Forster

CEO & Founder, The Good Economy

Sarah is CEO and Co-Founder of The Good Economy Partnership.  Sarah has worked at the forefront of finance for development throughout her career, with over 25 years experience in the fields of sustainable development, impact investment and impact measurement and management. 

Sarah co-founded The Good Economy in 2015 with a focus on enhancing the role of business and finance in inclusive and sustainable development.  She leads TGE's advisory practice and acts as a trusted advisor to clients across the private, public and social sectors.

Previous to this Sarah had roles including Deputy CEO of Big Issue Invest, the social investment arm of The Big Issue; Programme Director at the New Economics responsible for research and policy work to advance the fields of social investment, community development finance and measuring social returns on investment. Sarah started her career in international development.  From 1992 to 2001, she worked for the World Bank where she had a fast-track career from Young Professional to Senior Economist.  Sarah led the design and implementation of large-scale poverty alleviation projects working in Africa, South Asia and Eastern Europe, with specialisations in microfinance, municipal finance and community-led development.

Sarah has a BA from Queen's College, Cambridge University and an MA in Economic and Political Development from the School of Public and International Affairs (SIPA), Columbia University, New York.

Peter Hobbs

Managing Director of Private Markets, BFinance

Peter Hobbs is Managing Director of Private Markets and a member of the Senior Management Team. His division covers Real Estate, Infrastructure, Private Equity and Private Debt, providing a range of services including portfolio design, manager selection and due diligence. Peter has over 30 years of both principal investing and research experience.

Before BFinance Peter worked at MSCI where he was Managing Director for Real Estate Research and Key Global Accounts, responsible for benchmarking and portfolio analysis, risk services and method development. Prior to this, Peter held various senior global research and business development roles with IPD and RREEF – the alternatives asset management division of Deutsche Bank.

With over 25 years of real estate experience, Peter is a leading expert in the sector, covering all stages of the investment process including valuation, portfolio management and investment strategy. Peter also has significant experience in real asset research, risk management, as well as organizational growth and change for companies.

Eleanor Lindsay

Fund Manager, LaSalle Investment Management

Eleanor Lindsay is responsible for the real UK estate portfolios of institutional pension fund clients.  She has over 16 years’ experience in creating and executing investment and disposal strategies and in delivering portfolio and asset management initiatives.  She has an extensive background in both the direct and indirect markets and has spent time working in the US where she led the management of LaSalle’s global un-listed fund portfolios.

Her current focus is on impact investing and opportunities in healthcare, retirement living and housing.

Eleanor has Masters degrees from Edinburgh University and Cass Business School.  She is a Member of the Royal Institution of Chartered Surveyors and is registered and authorised under the FCA to conduct investment management activity.

Hugo Llewelyn

Principal, Managing Director, Newcore Capital

Hugo founded Newcore in 2011 and is responsible to all Newcore’s stakeholders for managing the business and its investment strategy.

Prior to Newcore, Hugo was a founder of and Head of Investment at Protego Real Estate Investors, which he set up with two colleagues in 2004 and sold to Cornerstone Real Estate Advisers (now Barings) in 2010.

He sat on the supervisory board and investment committee and was responsible for all fund, investment and portfolio management across Protego's client base. Hugo was  also in charge of the arrangement and management of debt. Between 2004 and 2011, Hugo oversaw the  purchase, financing and management of over €2.5bn of UK and European real estate  investment in the UK, Germany and the Nordic Region.

Hugo is a Member of the Royal Institution of Chartered Surveyors and holds Masters degrees from both the University of Oxford and the University of Reading. He was amongst the first candidates to be awarded the IPF Real Estate Investment diploma.

Paul Munday

Fund Manager, Funding Affordable Homes

Paul has held executive roles in affordable housing organisations for more than 20 years. He has been managing director of commercial organisations in both the private and affordable housing sectors developing and purchasing more than 10,000 Affordable Homes. Paul has developed housing related funding arrangements of up to £500 million and 30-year investment plans of up to £1.6bn. He has held responsibility for implementing and managing a suite of housing construction contracts with a value of up to £1.25bn. He is a non-executive director of Clarion Housing Association. Paul has strategic responsibility for identifying opportunities and ensuring that suitable investments are offered for consideration by the FAH Board. He has brought together a team of professional staff to manage the business.

DATE:
Tuesday 2nd June 2020

TIMINGS:
10.15 Webinar start
11.30 Webinar end

WEBINAR DETAILS:
Details will be sent to attendees ahead of the webinar


Proudly sponsored by Savills Investment Managment.


COST:
Members:
This event is FREE and open to all staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here). This event is also open to future generation* staff. 

Also free to IPF members (click here to view the IPF Events Calendar)

Non-members/trial members:

£79+VAT or £25+VAT for non-member FutureGen (please email us if you are a non-member wishing to book a place)

This event counts as 1.5hr of CPD.

To book: