ABOUT
Join us for Big Path Capital’s 14th Impact Capitalism Summit in Europe 7-8 November 2018 in collaboration with PG Impact at their offices in Zug, Switzerland. This event’s focus is on the benefit of Impact Investments on under-served communities in Emerging Markets and will explore how Institutional Investors can access investments in this space as fiduciaries.
The Summit will explore the progress of leading impact investment portfolios; discover the latest innovations across sectors, themes and asset classes; and identify the steps needed to harness the power of capital markets to build a sustainable, fair, and just economic future where opportunity and prosperity are shared across borders.
The thought-provoking and actionable agenda is designed to facilitate peer-to-peer learning and encourage collaboration in a unique environment that promises to capture the imagination and inspire participation. Attendees will hear from prominent family offices, institutional investors, and influential foundations about what has driven their impact investment decision-making in 2018, as well as experience an exciting lineup of discussions, debates, and performances.
WHO IS ATTENDING?
Family Offices, Foundations, Institutional Investors,
Wealth Advisors & Asset Managers
SPEAKERS

FALKO PAETZOLD
Center for Sustainable Finance and Private Wealth (CSP) at University of Zurich
Initiator and Managing Director
ANNA WANG
Anna Wang is a strategic philanthropy, advocacy and impact professional with more than 25 years of experience in the non-profit, philanthropy and social venture sector. Since 2008, she has helped RS Group, a family office based in Hong Kong, shape its philanthropy portfolio and advance its ͞total portfolio approach. RS Group is now a leading voice in promoting impact investment globally. Anna also works with individual to develop their unique purpose-driven portfolio.
Recently in 2017, Anna also joined Gore Street Capital, a renewable energy private equity firm as a venture partner, helping to shape the firm’s impact agenda in its investments. As a global health advocacy and policy expert, Anna is currently also advising Atomo Diagnostics, helping to expand the company’s footprint in developing countries and supporting access to affordable and reliable diagnostic tests including a cutting edge HIV self-test.
In an effort to be more engaged in the creative space, Anna founded a non-profit photography collective, Photographers for Hope which aims to use the power of images to support positive social change. She is also a documentary film maker, focusing on impact films which uses films as a vehicle and platform for social action.
ADAM HELTZER
Adam Heltzer is Partners Group’s Head of ESG & Sustainability. In that role is responsible for ESG Integration across Partners Group’s investment platform globally, comprising $74B AUM across multiple private markets asset classes. He co-developed the firm’s impact-at-scale offering, PG LIFE, and led the design and implementation of its impact methodology. Prior to joining Partners Group, he was a Global Leadership Fellow at the World Economic Forum, where he built partnerships between the WEF’s multinational agribusiness members and leading international NGOs. Prior to joining the WEF, he worked at The Louis Berger Group and CG/LA Infrastructure, focusing on infrastructure and agricultural development in emerging markets. He holds an MBA from Harvard Business School and an MPA from the Harvard Kennedy School of Government.
JAMES GIFFORD, PhD
James Gifford is Head of Impact Investing in the Chief Investment Office of UBS Global Wealth Management. Based in Zurich, James drives UBS’s key impact investing initiatives and is a spokesperson on the topic. Prior to joining UBS, James was a Senior Fellow at Harvard University’s Initiative for Responsible Investment, where he established its ‘Impact Investing for the Next Generation’ program, and continues to teach.
He was also the founding Executive Director of the UN-supported Principles for Responsible Investment and led the organization from inception in 2003 until 2013, building it into the largest investor initiative in the world on sustainable investing, with over $40 trillion in assets represented.
James holds Bachelor’s degrees in Commerce and Law from the University of Queensland, a Master’s degree in Environmental Management from the University of New South Wales, and a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate sustainability performance.
TENKE ZOLTANI
Tenke is an expert in the field of impact investing, focusing on strategy, asset allocation, and direct investments, specifically in the environment sector. She has a decade of experience in the field of sustainable finance, and was most recently Director, Impact Investing, at UBS where she built out the bank’s impact advisory practice. Before joining UBS Tenke founded Better Finance, a boutique advisory company. She worked with families, international corporations, NGOs, and individuals to identify, design, implement and manage sustainable financial solutions to impactful investing and philanthropic giving. Prior, Tenke was an Investment Manager at Islan Asset Management in Switzerland, advising global agribusiness, Bunge, on direct investments, and implementing projects in least developed countries’ food-water-energy sectors. She built her expertise in London, consulting to governments and utilities on carbon finance and working alongside Lord Stern in climate research.
Tenke was selected as a 2013 Global Economic Symposium Fellow. She is a Committee Member for 100 Women in Hedge Funds, an Executive Committee member of Sustainable Finance Geneva, and on the advisory boards of the AlphaMundi Foundation and Impact Finance. Tenke holds a B.A. in Economics and Political Science from Columbia University and a M.Sc. in International Political Economy from the London School of Economics.
KOSTIS TSELENIS
Kostis has more than 15 years experience in Investment Banking, Venture Capital, Private Equity, Project Finance and Fund Management having worked with family offices, high net worth individuals, and other private and institutional investors, such as Bregal Energy, a leading global private investor in renewable energy, and Quadia, a pioneer investment manager specialized in social and environmental finance.
He started his career in the Investment Banking division of Lombard Odier, one of the oldest and largest private banks in Switzerland, concentrating on Corporate Finance, Mergers & Acquisitions, Capital Markets and Debt Advisory services for mid caps in the DACH region.
He accompanied Bregal Energy (prev. Good Energies), a multi-billion investment manager, throughout its build-up and expansion phase, being responsible for processes build-up, investment management, dealflow, target evaluation and portfolio-related transactions. Kostis was involved in key investment and portfolio coaching processes of leading global renewable energy players and has prepared and coordinated the IPO listing of two of the world’s largest solar manufacturers. At Quadia, Kostis is responsible for direct investments and investments in funds, the preparation and execution of client mandates and the management of the company’s investment products and programs. He is also coordinating the monitoring and technical assistance offering to several portfolio companies.
He has been invited as a speaker and panelist in numerous international events and conferences and published numerous articles in electronic and print media. He is a co-organizer of the 1st and the 2nd international investor energy access conference (Zurich / London 2014). He is also Chief Editor for sustainability and impact investing issues of the Market Magazine, a leading Swiss investor magazine, and has held guest lectures for EPFL’s Swiss Finance Institute, for the Impact MBA Program of the University of St. Gallen and the Sustainable Finance MBA Program of the University of Geneva.
He holds various board positions in European companies with activities in the developed world and in emerging markets, mainly providing his expertise in strategy, business development and financing. He is a member of the investor jury of Climate Kic and the TBLI Group, and a senior advisor to Ashoka, the largest global network of social entrepreneurs. His professional ethics and values have been shaped by his early involvement in the family business, a company active in the B2B and B2C sustainable consumer products segment. He got his Masters degree in Economics & Finance from the University of Zurich, is Swiss and Greek, and lives in Zurich and Geneva since 1995.
EVA YAZHARI
Eva Yazhari is a conscious investor that brings meaning to her work and life. Eva is a CEO with 14 years of experience working in the venture investment and asset management industries. She is currently Co-Founder and CEO of Beyond Capital Fund (“Beyond Capital”) an early stage impact investment fund that improves the lives of 2.3 million women and families living under the poverty line with its seed investments. The fund has a 27% realized IRR. As a part of her role, Eva is a member of the Beyond Capital Investment Committee and Board of Directors. She manages the post-investment and ongoing relationships with Beyond Capital’s nine portfolio companies which includes strategic advisory and serving on corporate board, including of Frontier Markets and an observer role at Karma Healthcare.
Throughout her career, Eva has been involved in management and investment efforts. Eva was previously a Vice President at EnTrust Capital Inc., an asset management firm where she managed the Shareholder Activist fund manager investment portfolio, including managers like Carl Icahn, Dan Loeb, Nelson Peltz and Bill Ackman. As a member of the hedge fund investment team at EnTrust she specialized in fund due diligence and underlying fund portfolio analysis.
Her past experience also includes private equity and investment banking. Eva leverages her background in finance to ensure that the capital allocated in Beyond Capital’s investment portfolio is put to effective use in accordance with rigorous analysis and effective mentoring. She is also currently an angel investor and manages her own investment portfolio. Her portfolio of angel investments has a book value return of over 10x.
Eva is a pioneer in the field of impact investing – she was recently interviewed on goop.com. Eva holds roundtables in Switzerland, Los Angeles and Dallas for banks, foundations and individuals, in addition to being a panelist at numerous family office conferences as well as SOCAP and the Skoll World Forum. Eva frequently serves as a judge and mentor for accelerators and business plan competitions, including the Global Social Benefit Incubator and the Echoing Green fellowship. She brings to the table the unique understanding of both the investor’s and the entrepreneur’s challenges and needs.
She is a member of the Milken Young Leaders Circle, the Forbes New York Business Council and a spouse member of the Young Presidents’ Organization, active in the Personal Investing Network. Eva’s interests outside her professional work, are mostly creative and related to wellbeing. She is a certified yoga instructor, art collector and has an affinity for architecture and design. Having been inspired by both of her working artist parents, Eva’s art collection comprises over 50 prints and photographs of established artists such as Fred Sandback to emerging sculptor Rana Begum. Her homes in L.A. and Dallas have also both received design accolades and been published in magazines.
Eva graduated from Barnard College, Columbia University with a B.A. in Mathematics, and has completed Executive Education at the Harvard Business School. She lives in Dallas, TX with her family and travels often to Los Angeles (where she has a second home), London and Zurich.
ALEX LAMB
Alex is a Managing Director at New Summit where he directs private market research. Alex co-founded the New Summit Impact strategy and is a member of the Fund’s investment committee.
Alex has over a decade’s experience with the integration of Impact and Environmental, Social and Governance (ESG) considerations into business value creation and risk mitigation. At Ernst & Young LLP, (and previously as Vice President for North America at Trucost), Alex worked with corporate and investor clients on the integration of Impact and ESG factors into core strategy and due diligence. As a corporate sustainability analyst at KLD Research & Analytics, he assessed the ESG performance of corporations for institutional investors and partnered with Newsweek magazine on the inaugural Newsweek Green Rankings. Alex is the Co-Founder and prior President of Building a Sustainable Investment Community (BASIC). Alex currently serves on the non-profit boards of Change is Simple, Inc. and Monserrate College of Art.
VINCE KNOWLES
Vince is a Principal at Ceniarth, a single-family office focused on funding market-based solutions that benefit underserved communities. Through a range of investing activity, we provide capital to enable the deployment of products, services, and support that directly impact marginalized, primarily rural, populations. Previously Vince advised global energy corporations on sustainable technology innovation.
PATRICK ELMER
Patrick works at the intersection of finance and global development, focusing on innovative solutions and partnerships that create opportunities for underprivileged people and protect our planet. He founded iGravity in March 2017 to support disruptive ideas, entrepreneurs, visionaries, and institutions in their impact investment [ad]ventures. Previously he worked as Head of Business Development at BlueOrchard, leading the sales strategy across multiple markets and developing new partnerships and structures. He was also Head of Philanthropy Services and Responsible Investments at Credit Suisse, advising clients on investment solutions and leading the bank’s efforts in creating novel partnerships and products in areas like microfinance, education, agriculture and conservation finance. Before that, Patrick worked for many years in Mozambique, Tanzania and Madagascar, first managing the private sector development portfolio of SECO (Swiss State Secretariat for Economic Affairs) and later establishing and managing microfinance banks on behalf of public and private investors. Earlier professional experiences focused on consulting and financing of start-up companies. Patrick holds a Master’s degree in International Affairs from the University of St. Gallen and a Master’s degree on Developing Countries from the Swiss Federal Institute of Technology Zurich.
JAMES BUNCH
Jim is a member of the Alternative Investments & Manager Selection (AIMS) Imprint team based in San Francisco, where he focuses on private equity and real asset investments. Jim originally joined Goldman Sachs in 1993 as an analyst in Equity Research and rejoined in 2015 as a managing director. Prior to rejoining the firm, Jim focused on private equity impact investments at New Island Capital and Omidyar Network. Before that, he served as the chief financial officer of MTI Micro Fuel Cells. Jim earned a BA in International Relations from Stanford University and an MBA from Harvard University.
AMER VOHORA
Amer provides holistic values-based advice on the client wealth and strategic investment consulting to VALUEworks’ key clients on their banking and private equity investments.
Prior to joining VALUEworks, Amer spent over five years at Rothschild Bank serving international clients with a focus on entrepreneurs and global families. He originally moved to Zurich in 2010 to join a multi-family office where he was responsible for all merchant banking. Amer started his career in London, where for almost a decade he was advising entrepreneurs and family businesses on private equity and M&A at First Capital and direct investments at First Ventures.
Amer studied Manufacturing and Management at Cambridge University as post-graduate and earned a Bachelor of Engineering and Bachelor of Commerce with Japanese from Birmingham University, which included a year on scholarship to Japan. He holds a Diploma in Accounting and Finance (ACCA) and an Investment Management Certificate (IMC) from the CFA Institute.
He grew up in Kenya and is a keen cycler and open water swimmer. On the weekends, Amer can be found stand-up paddling or cooking.
MENNO DERKS
Menno is responsible for selecting, reviewing and negotiating investments in PE funds. He also leads Sarona’s activities in market mapping, portfolio construction and investment monitoring. Prior to Sarona, he served as senior investment manager and investment committee member at PGGM, a large Dutch asset manager for pension funds. Menno also worked at FMO, a Dutch development bank, and ABN AMRO Asset Management, where he designed and launched investment funds for institutional and private clients. Menno holds a MA in Business Engineering from the University of Twente and is a CFA charter holder.
RETO SCHNARWILER
Reto Schnarwiler is Chairman of the Board of Directors of responsAbility Investments AG, a global leader in the field of development investments. The company’s investment solutions supply debt and equity financing predominantly to non-listed firms in emerging and developing economies. Through 15 investment vehicles, responsAbility today manages USD 3 billion of assets under management, 40% of which stems from institutional investors. Furthermore, Reto Schnarwiler is a strategic advisor at Swiss Re in Zürich and a member of the Board of Directors of APA Insurance Group in Kenya. He holds a degree in business administration from the University of St. Gall (lic. oec. HSG), Switzerland and a MBA in Financial Services and Insurance.
MICHIEL ADRIAANSE
Joined the Company in 2010 with 14 years of industry experience. Previously, Michiel worked for Deutsche Bank in leveraged finance, project finance and corporate syndicated lending. Before that, he served as a director in leveraged finance at ABN AMRO Bank. Prior to joining, he was a principal consultant for strategy and corporate finance at PricewaterhouseCoopers. Michiel began his career in operations management consulting with Andersen Consulting. Michiel has MSc in Electrical Engineering from Delft University of Technology, a MBA from London Business School and is a Chartered Alternative Investment Analyst (CAIA).
ANNE AMANDA BANGASSER
Anne Amanda is focused on engineering and gender. She is a civil engineer by training, and prior to joining Treehouse she spent 7 years at Halcrow in water and wastewater treatment design. Anne Amanda has a BSc in English from Emory University and in Civil Engineering from Georgia Institute of Technology and an MSc in Civil Engineering from the University of Wales. She is a member of the Institution of Civil Engineers, the American Society of Civil Engineers and the Society of Women Engineers.
DJ VERZUU
Dirk-Jan Verzuu joined PGGM in November 2015 as a senior portfolio manager for the Long-Term Equity Strategy team of PGGM. The team manages a global equity portfolio that invests in listed companies that provide positive environmental and societal impact in selected areas. The portfolio addresses four themes: Access to Healthcare, Food Security, Water Scarcity and Climate Change. With these four themes, PGGM addresses the United Nations Sustainable Development Goals number 2,3,6,7,12 and 13.
Prior to joining PGGM, Dirk-Jan has worked at NN Investment Partners (formerly known as ING Investment Management) in a number of roles. The last position he held was a senior portfolio manager in the Global Opportunities team. Dirk-Jan has 24 years of investing experience in in listed equities.
JOHAN H. ANDRESEN
Johan H. Andresen is the Chairman of the Board of Ferd. The company is fully owned by him and his family. He is the 5th generation of owners and entrepreneurs. He has an MBA from Erasmus, Rotterdam School of Management, and a BA from Dartmouth College. Ferd is one of the largest privately held industrial and financial groups in Norway. It has roots back to 1849 and consist today of six business areas, out of which five are fully commercial and one is dedicated to scaling social entrepreneurs. Ferd’s value adjusted equity was USD 4 billion at 30.06.2018. Johan is also Chair, Council on Ethics, Norwegian Government Pension Fund Global. Directorships include SEB – Skandinaviska Enskilda Banken, NMI-Nordic Microfinance Initiative, and Junior Achievement Europe.
URS WIETLISBACH
Urs Wietlisbach co-founded Partners Group in 1996 and PG Impact Investments in 2015. He is a member of Partners Group Holding AG’s board of directors and chairman of the markets committee, based in Zug. He has 29 years of industry experience. Prior to founding Partners Group, he worked at Goldman Sachs & Co. and Credit Suisse. He holds a master’s degree in business administration from the University of St. Gallen (HSG), Switzerland.
ANDRÉ FREI
André Frei is the Co-Chief Executive Officer of Partners Group, based in Zug. Together with Christoph Rubeli, he leads the Executive Committee and the Global Executive Board. He has been with Partners Group since 2000 and has 18 years of industry experience. Previously, he served as the Chief Risk Officer of Partners Group between 2008 and 2013 and he was the Head of the Client Services business department. He holds a master’s degree in mathematics from the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland. He is also a CFA charterholder.
URS BAUMANN
Urs Baumann is co-founder and CEO of PG Impact Investments. He has been active in impact investing since 2012 and has 25 years of experience as CEO of leading Swiss and international financial institutions and management consultant. His areas of expertise include investment banking, asset management, consumer finance & credit management. Prior work experience includes Bellevue Group, Lindorff Group, Swisscard and McKinsey & Company. He holds master’s degrees in business administration from the University of St. Gallen (HSG), Switzerland and from Booth School of Business, Chicago, USA.
OLVER KARIUS
Oliver Karius is a partner at the emerging markets impact investor, LGT Impact, co-managing both LGT Impact’s and LGT Venture Philanthropy’s global work since 2007. He has 20 years of experience in sustainable/impact investing and is a member of the LGT Sustainability Board and serves on various LGT Impact/ LGT VP portfolio company boards. Previously, Oliver was managing director of VantagePoint Global, a strategic consultancy building capacity for sustainable investing in emerging markets, and worked on the formation of DeRisk Advisory Services and the sustainable asset management company Forma Futura. Prior to that, he worked for Sustainable Asset Management, the Dow Jones Sustainability Index. He holds an MSc in Global Environmental Change and Policy from Imperial College, London and a Diploma in Biology from Ludwig Maximilian University, Munich.
ANTJE BIBER
Antje Biber is the President of the Board of FERI (Schweiz) AG. As a member of the Management Board of FERI AG, she oversees the Group’s international business and sustainability strategy since 2005.
Within the 20 years of experience in the financial industry she has been also working in the Impact World combining her international network of the largest and most well known Impact investors in Europe with the knowledge of institutional requirements and private family office preferences.
Public commitment, knowledge transfer and the development of innovative advisory and investment concepts in the field of sustainable investments are core elements of her work.
Antje Biber is involved at European level and various platforms for the transfer of capital flows towards a more sustainable economy as called for by the European Commission. The implementation of the UN Sustainability Development Goals (SDGs) within investment strategies of institutional investors is one of the main topics of her lectures, consultations and solutions.
She has a Master’s Degree in Mathematics and Fine Arts.
CHRISTIAN WRAY
Christian Wray is a Co-Founder and the Chief Executive Officer of JCM Power – a renewable energy company that is advancing the clean energy age by developing, building, and operating utility-scale solar and wind projects in emerging markets. In addition to providing the strategic vision for the company, Christian focuses on the evaluation and approval of investment opportunities and the initiation of the company’s strategic partnerships and alliances. Christian leads the corporate fundraising initiatives for JCM Power having recently secured strategic investments from two of the world’s most prominent development banks based in Europe.
Christian is a graduate of University of Toronto (B.Comm.) and is a Chartered Accountant, having worked in the Toronto and UK offices for PwC in their Banking and Capital Markets Group.
IAIN SILVERTHORNE
Iain is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee. Additionally, he is a member of the External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers. In this capacity, he is primarily responsible for conducting research and due diligence on passive and “smart-beta” investment vehicles, as well as on socially responsible and impact investing.
Prior to joining Evercore in 2009, Iain was a senior vice president at U.S. Trust, advising clients on financial planning issues, including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis, and cash flow planning.
Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University. He serves on the finance committee and is a board member of the Napa Valley Community Foundation.
VEERLE BERBERS
For the past fourteen years Veerle has been active in impact investing, which has given her life meaning, pleasure and reward.
Veerle is now a Board Member of AlphaMundi’s SocialAlpha-Bastion Fund, an Impact debt fund investing since 2010 in leading social enterprises in Latin America & East Africa. The fund has an eight-year track record of positive returns and ranked as second in the list of 50 “Best-of-the-World” impact funds published by GIIRS.
Over the past ten years Veerle has been inspired by impact investors networks such as Toniic, GIIN and Pymwymic. Gradually she has moved her portfolio towards 100% impact. Thematic focus is along the UN SDG’s in micro-finance, renewable energy, SME’s in emerging markets, education with focus on Africa and India. Investment instruments consist of a mix of listed catalytic equities, bonds as well as direct investments.
Veerle started her career in investor relations at Technimetrics in New York, then moved to London to set-up their European operations, overseeing European sales & research. After the company went over to Thomson Reuters, Veerle became a Partner at Brunswick, the leading global financial communication firm. Since then she has been an in dependent advisor in the fields of impact investing and investor relations for organisations such as Triodos Investment Management, Cordaid Investments and Pymwymic.
Veerle was born and raised in Brussels, Belgium and holds a BA and MA in Andragology from the University of Groningen in the Netherlands. Based in Amsterdam. she is married and has two daughters.
MARIA RAPIN
At Nephila Advisors LLC, Maria has the role of Business Development Director on the Partner Capital team, managing Nephila’s client-base in Asia, Australia/New Zealand and West North America. Maria has 15 years’ experience in the reinsurance and investment markets, with a focus on climate and insurance-linked investments.
Prior to joining Nephila in 2015, Maria was a Portfolio Manager at SCOR Investment Partners in Paris, where she was responsible for sourcing and managing their insurance-linked investments. Ms. Rapin began her career with Swiss Reinsurance America as Property Treaty Underwriting Associate, based in New York. From there, she moved to Swiss Re’s Capital Markets team where she started as an analyst for the structuring, distribution and trading of catastrophe bonds. Gradually she became focused on the distribution of insurance-linked securities to institutional investors in North America and Asia and then moved to London to focus on the European investor base. Maria has a BBA in International Business, minor in French from The George Washington University.
MICHELLE DERVAN
Michelle is a passionate education investor and advocate. In her role as Partner, Michelle sits on the Investment Committee, oversees operations of the Seed Fund and launched the Rethink Education Fellowship program. Prior to Rethink, Michelle was a Director of Strategic Partnerships at Pearson Education where she focused on sourcing and structuring partnership deals with large and small tech companies. She previously held a number of education, edtech and economic development roles at Irish government agency Enterprise Ireland. She volunteers as an Organizer of the NYEdtech Meetup, as a Mentor with YearUp and serves as a NextGen Board Member of NY Collaborates for Autism, a nonprofit that designs innovative programs to improve the lives of people living with Autism Spectrum Disorder. Michelle has an MBA from Columbia Business School and a Bachelor’s degree in European Studies, French, and Russian from Trinity College Dublin, Ireland.
CHRISTINA ULARDIC
Christina Ulardic heads the Business Development for Swiss Re Corporate Solutions. Prior to this role was responsible for the Market Development Africa leading origination efforts in weather, agriculture and energy; clients being investors, financial service companies, corporate and public sector entities.
Christina has been involved in impact investing for many years being an angel investor herself. She sits on the Advisory Board of the Impact Hub Zurich, Fairtrasa, Blooom and on the Board of Basel Agency for Sustainable Energy. She is a jury member of Venture Kick Switzerland and Mentor in the MassChallenge program.
Christina received her Master of Science, Geology from the University of Freiburg, Germany and Basel, Switzerland. She worked for the Geological Survey in Chile, the climate change program of the United Nations Institute of Training and Research in Geneva and the German Federal Ministry for the Environment in Berlin. She furthermore obtained a Master of Public Administration at the John F. Kennedy School of Government, Harvard University, USA.
IVO KNOEPFEL
Ivo is the founder and managing director of onValues (www.onvalues.ch), a Zürich based investment consultancy advising families, family offices and foundations on positioning their wealth for long-term success and better aligning it to their values.
His work includes advice on investment strategy, governance and internal processes, selection of banks and asset managers and monitoring/reporting. Clients appreciate onValues because of its uncompromising independency and transparency, its business model centred on asset owners’ needs and its deep expertise in the sustainable and impact investing fields.
Ivo has previously worked for Swiss Re, Robeco/SAM and responsAbility. He is a Certified International Investment Analyst and holds the degree of Swiss portfolio manager. He is a member of the Association of International Wealth Management, of the Swiss Financial Analyst Association and of several consultative bodies. He regularly publishes on issues relevant to sustainable ad impact investing. He received a master and a PhD degree from the Swiss Federal Institute of Technology, both with a focus on environmental planning and technology.
ULLA ENNE
After having completed her studies in international relations at IHEID Geneva, Ulla worked six years in Private Banking. While working in Private Banking she pursued the MAS program in Finance at the University of Zurich. During these studies she focused on socially responsible investments (SRI) in general and more specifically on microfinance. After completing the master of advanced studies in Finance she deepened her knowledge in the field of SRI during a yearlong assistantship at the Center for Microfinance, Department of Banking and Finance at the University of Zurich. Since 2014 she works at Nest, first as SRI specialist in the investment team and since 2018 as Head Investment Operations & Responsible Investing. Nest is a pioneer in ethical and ecological investing among pension companies in Switzerland.
FALKO PAETZOLD
Dr. Falko Paetzold initiated and leads the Center for Sustainable Finance and Private Wealth (CSP) at University of Zurich. CSP is a spin-off from the Next Gen Impact Investingprogram that he co-initiated at the Initiative for Responsible Investment at Harvard University.
Falko was a Fellow at Harvard, PostDoc at MIT Sloan, Sustainability Analyst and M&A Consultant at Bank Vontobel, and Partner at sustainable investing consultancy Contrast Capital. He founded GreenBuzz, the network of sustainability intra-preneurs.
Falko holds a PhD from University of Zurich and an MBA from University of St. Gallen (HSG) in Switzerland.
BENJAMIN FIRMENICH
Benjamin Firmenich is an impact investor and entrepreneur. He is a member of the Firmenich Family, the owner of the world’s largest private company in fragrances and flavors. As a day job, he co-chairs the Management Committee of Impact Finance Management SA, which has disbursed, since October 2011, $140 million in agricultural value chains in Latin America. He developed Kharmax Impact Monitoring System, the company’s proprietary tool to enable portfolio companies to report on impact.
Mr. Firmenich is a member of the Firmenich Sustainability Council and he sits on the Next Gen Committee of the Firmenich family. He holds a Master of Science in Environmental Sciences from Wageningen University and a Master of Arts in Political Sciences from the University of Geneva.
SPONSORS


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AGENDA
Wednesday
Thursday
REGISTRATION
Early Bird (before 9/30/2018): $795
Regular (10/1/2018 – 10/15/2018): $895
Late (10/16/2018 onward): $995
WHERE
PG IMPACT
ZUGERSTRASSE 57
6341 BAAR
SWITZERLAND
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