Masterclass: Excellence in Impact Investing
*Terms & Conditions apply
Course Overview
Impact investing is addressing global societal challenges. Investing, which contributes to the betterment of human life in a sustainable manner, has great appeal to a wide range of investors, ranging from retail investors to high-networth individuals to large institutions and fund managers.
This growing trend of explicitly and intentionally investing in businesses that advance the quality of life for the underprivileged, as well as addressing key social issues, has become a magnet for both investors and fund managers. Impact investing is growing larger and larger.
Beginning with the initial advocates of impact investing such as Development Financial Institutions like the Asian Development Bank, CDC, IFC, FMO, DEG and others, the impact investing universe now includes the giants of private equity such as KKR, TPG, and Blackstone.
UBS observes, "investors are increasingly factoring in environmental, social and governance (ESG) considerations because they can be financially material and useful in analysis and decision making. We expect the next wave of growth will be driven by investors actively seeking to identify and address sustainability challenges in areas ranging from climate to inequality to healthcare." In a recent survey, 62% of family offices indicated that impact investments will be a key focus.
TPG established the $ 2 billion RISE fund focused exclusively on impact businesses, KKR has made large investments in ventures in the fields of renewable energy as well waste management in India out of its $1.3 billion impact fund. Apollo Global reportedly set a large target for its debut in the world of
impact investing under its Apollo Impact Mission(AIM).
“Proactively, intentionally, and authentically approaching ESG is more important than ever before,” KKR partner and co-head of global impact, Ken Mehlman, Fortune reported.
Several fund managers have become signatories to the United Nations-backed Principles for Responsible Investment.
This Masterclass covers the key issues, investing techniques, risks, and solutions
that underpin successful impact investing.
Outcome and Benefits
The course will lay a strong foundation, enabling delegates to:
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Distinguish impact investing from other investing styles.
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Understand the diversity of the impact investing lens.
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Discuss the investment criteria of successful impact fund managers.
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Learn from case studies of impact investments.
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Understand the range of issues to be addressed in conducting due diligence for impact investing.
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Learn about the type of ventures which address gender inequality and healthcare access, besides other goals of impact investing.
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Examine the risks and upside of impact investing illustrated by case studies.
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Review the life cycles of impact investments & impact funds.
Who Should Attend?
Venture Capital Fund Managers
Private Equity & Sovereign Fund Managers
Family Offices and Philanthropists
Investment Officers
CFA, CA, CAIA & CS
Lawyers
Impact Fund Managers and Aspirants
Alternative Investment Fund Managers
Ultra HNI, Private Bankers and Wealth Managers
Placement Agents
Government Officials
Consultants and Advisory Firms
Course Director
Arvind has rubbed shoulders with the world's leading venture capital and private equity funds like KKR, Apax Partners, Carlyle, Sequoia, ACCEL Partners, and many others. Arvind has held a variety of positions, including Head of Capital Markets at the Asian Development Bank, Vice President, Citibank, and Senior Adviser, Citi. He was the President of the Indian Private Equity & Venture Capital Association, reporting to the CEO of KKR in India and to an Executive Committee including leading private equity and venture capital fund managers, such as Carlyle and the Canada Pension Plan.
Arvind obtained exposure to impact investing at the Asian Development Bank, where he worked for nearly two decades. He led the Impact Investors Council, where he helped drive reforms to promote impact investing. He has structured and invested in over 30 private equity funds, including venture capital funds. He has worked on funds with LPs such as CalPERS, La Caisse de Depot et Placement du Quebec, the Prudential Insurance Company of America, and other large institutional investors. He has engineered several IPOs and has successfully negotiated an exit of a financial services startup with the CEO of a US-based MNC in New York.
He has promoted corporate governance in many funds, particularly those involving CalPERS. He has played a key role in the creation, structuring, and placement of a nearly $ 1 billion Infrastructure Fund. He has co-invested and partnered with some of the world's largest institutional investors including pension funds and sovereign wealth funds.
Arvind P. Mathur, CFA, FRM, has taught complex financial topics to fund managers and senior executives in Singapore and other countries for the past 12 years, including venture capital, private equity, M&A, valuation, and negotiation techniques. He has delivered a lecture on Asian buyouts at the Harvard Business School and has delivered more than 100 masterclasses in complex financial disciplines such as private equity, venture capital, and term sheet negotiations in several countries. He has also advised a start-up woman entrepreneur under a Goldman Sachs startup program.
Arvind has attended executive management courses at the Columbia School of Business and Cornell University, and an investment management workshop at the Harvard Business School.
Co-Faculty
Raghuveer Nath is a gold medalist (B.A., LL.B.) from Jindal Global Law School and has done his Master's in Law (BCL) from the University of Oxford. He has also completed the Advanced Valuation program at New York University. He has previously worked at Trilegal LLP as an Associate in the M&A and private equity team, where he was involved in deal structuring and conducting corporate due diligence.
He has previously taught M&A and taxation at the Jindal Global Law School. He has more than a decade's experience in investing in the equity and derivative markets and has conducted several workshops on valuation and financial literacy.
Certification Provided by PEPP
