2 June 2020 8.30am – 10.30am Seminar M&G Auditorium

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.

This is the third event in the series on the topic (you can find the post-event materials 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. 

Speakers include (more to be confirmed)

  • Moderator - Peter Hobbs of BFinance
  • Introduction - James Broderick of Impact Investing Institute 
  • Case Study 1 - Hugo Llewelyn of Newcore Capital 
  • Case Study 2 - Philip Nell of LaSalle Investment Management
  • Case Study 3 - Paul Munday of Funding Affordable Homes
  • Panellist - Sarah Forster of The Good Economy

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.

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.

Philip Nell

Head of Real Return Funds, LaSalle Investment Management

Philip Nell is the Head of Real Return Assets at LaSalle Investment Management with overall responsibility for approximately £2.5 billion of funds. He joined LaSalle in 2018 and has worked in the real estate industry for the last 25 years and the investment industry for over 22 years. 

Prior to joining LaSalle Philip was a Fund Director in the Real Estate team at Hermes Investment Management.  Prior to that, Philip was Head of European Retail Funds-Real Estate at Aviva Investors. Over the course of his career, Philip has been responsible for investment decisions on approximately £15 billion of assets, including around £5 billion of purchases and sales. The majority of his experience is in the UK direct real estate market, across all sectors, but he has also had responsibility for listed assets, and assets across Continental Europe. 

Philip is a former member of the Governance and the Regulations Committees of the Association of Real Estate Funds, the Build to Rent Sub-Committee of the British Property Federation, and the Academic Faculty of the Investment Property Forum.  He is currently a member of the MSCI UK Client Group, the RICS Commercial Property Forum and is the former Chair of the Investment Property Forum.

DATE:
Tuesday 2nd June 2020

TIMINGS:
08.30 Registration & breakfast
09.00 Event start
10.30 Event end

VENUE:
M&G Auditorium, 10 Fenchurch Ave, London  EC3M 5AG

SPONSORSHIP:

You can view the sponsorship package on the sponsorship page

If you are interested in sponsoring this event, please contact Clare at cwhyte@aref.org.uk.

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:

Booking opening soon.