On September 29th, swissnex Boston invites you to the first event of our upcoming Future of Money series.
We will host a panel discussion on sustainable investing in collaboration with James Gifford, Senior Fellow at the Initiative for Responsible Investment (IRI) at the Hauser Institute for Civil Society at Harvard University and Laureate of the World Economic Forum’s Young Global Leaders.
Creating Positive Impact: The Next Phase of Sustainable Investing
Sustainable investing has evolved from social responsible investment screening of stocks and shareholder activism by niche funds, through to integrating sustainability factors into investment decisions by mainstream investors. But what about the actual impact of investing on the world – positive and negative?
This event brings together an experienced panel of experts to discuss the future of impact investing, and what the next 10 years may hold for allocating capital to more sustainable enterprises, both in public and private markets.
The panel will focus on the role of family offices and private banking in impact investing, and how the US compares with Switzerland on these issues.
Welcome message by Ruth Metzler,Chairperson of Switzerland Global Enterprise and former Swiss Federal Councillor
Panel discussion, followed by reception
Dr James Gifford
Senior Fellow, Initiative for Responsible Investment at the Hauser Institute for Civil Society at Harvard University
Dr James Gifford was the founder and first Executive Director of the UN-supported Principles for Responsible Investment, leading the initiative from its inception in 2003 until November 2013. As Senior Research Fellow at the Initiative for Responsible Investment, he is researching and writing on sustainable private equity in developing countries and delivering positive impact within mainstream pension and foundation investment strategies. He is a Senior Strategic Advisor to Tau Investment Management. He is also a guest lecturer at Imperial College London, a visiting fellow at the University of St Andrews and has published numerous articles and book chapters on responsible investment. Dr. Gifford has a PhD from the University of Sydney on the effectiveness of shareholder engagement in improving corporate environmental, social and governance performance, degrees in Commerce and Law, and a Masters in Environment Management. He was named by the World Economic Forum in 2010 as one of 200 Young Global Leaders.
Falko Paetzold, Researcher
Swiss Federal Institute of Technology; Associate Partner, Contrast Capital
Private wealth remains an untapped source of significant potential capital in the growing sustainable investment space. Falko Paetzold investigates cognition and barriers that limit the engagement of wealthy private investors, family offices and investment advisors in sustainable investing. As Visiting Scholar at the Harvard Initiative for Responsible Investment he explores the development and execution of impact investing strategies at family offices. He pursues PhD studies at University of Zurich, founded the GreenBuzz network of 2’000+ sustainability professionals in Zurich, Berlin, Manila and Stockholm, and is Associate Partner with the sustainable investing consultancy Contrast Capital. Prior to academia he worked several years on sustainable investing, strategy and M&A in asset management, private banking and consulting. Falko holds a bachelor and a master’s degree in business administration (BBA, MBA) following studies at the Swiss University of St. Gallen, Nanyang Technological University in Singapore and Wilfrid Laurier University in Canada.
Head of Boston Office, Portfolio Manager, Brown Advisory
Dune Thorne is a Partner at Brown Advisory where she manages her family’s investment office and works closely with a small number of other families to help them develop thoughtful financial and investment plans. Dune and her team have focused on value aligned investing and seeking out opportunities where strong financial returns align with creating global impact. Her personal philanthropic interests are focused on financial literacy for women and girls. In 2010 she founded Invest in Girls a non-profit focused on financial literacy for high-school girls that now works with over 450 girls in private and charter schools across the country and is continuing to grow and expand into public schools.
Ms. Thorne has published articles in Financial Planning and Forbes.com and has been quoted in the Financial Times, American Banker, Wall Street Journal, New York Times, Family Wealth Report, Investment News, Bloomberg, Private Asset Management and in the book “Women and Philanthropy.” She was honored as a one of the 2013 World Economic Forum’s Young Global Leaders, one of the Top 50 Women in Wealth by AdvisorOne in 2011 and was a recipient of Boston Business Journal’s Emerging Leader Award in 2011.
Ms. Thorne is the founder and Chairwoman of the Board of Invest in Girls and a member of the Golden Seeds LP Advisory Committee and the Women’s Leader Board and the Harvward Kennedy School. She is a trustee and investment committee member for Milton Academy and the deCordova Sculpture Park & Museum and serves on the investment committee for Planned Parenthood league of Massachusetts.
Ms. Thorne earned her BA at Dartmouth and her MBA from Harvard Business School where she completed independent studies on women and investing. She is a CERTIFIED WEALTH STRATEGIST® (CWS®) professional and a Certified Trust and Financial Advisor (CTFA). She is also a graduate of the Boston Center for Community & Justice Lead Boston Program and the Global Leadership and Public Policy for the 21st Century at the Harvard Kennedy School.
Sloan Fellow, MIT; Member – Keller Enterprises Family Office
Temple Fennell has more than twenty years of entrepreneurial experience raising capital, managing corporate finance and operating cash-constrained companies in rapidly changing environments to maximize value creation for early stage and growth companies. He has founded three companies and a private equity fund in the media and technology sectors. Temple has a long track record of being on both sides of capital raises for early stage companies as both a member of a single family office and as an entrepreneur. As an investor, he was the General Partner of a media focused private equity fund and served on the investment committee member of Keller Enterprises, LLC, (www.kellerllc.com) a multi-generational family office investing in clean energy, food production & distribution, and real estate. As an entrepreneur, he led more than $40 million in capital raises in his own companies from high net worth individuals, family offices, commercial banks and institutional investors. Temple began his career as a Management Consultant at KMPG in New York and as an analyst for leveraged buy-out firm, Clinton Capital Corporation. He graduated from the University of Virginia with a B.S. in Systems Engineering, a MBA as a MIT Sloan Fellow at the Massachusetts Institute of Technology and a Directing Fellow at the American Film Institute.