26 September 2022 – 14:30-16:00 BST – Place-Based Impact Investing Forum all-stakeholder online event with South Yorkshire Pensions Authority, The Good Economy, the Impact Investing Institute and Legal & General

Progress in place: case studies on how PBII is being actioned among different stakeholders.

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Pensions for Purpose is delighted to invite Place-Based Impact Investing (PBII) Forum members to its next online all-stakeholder member-only event at 14:30 on 26 September 2022.

So far we have focused on what is needed to get investment into places but here is where the rubber meets the road – what is actually happening? How are asset owners and managers embedding PBII and taking action?

Charlotte O’Leary, CEO of Pensions for Purpose, will host a group of stakeholders to provide their own stories on how they have embedded place in their investment decisions.

The breakout sessions will be used to discuss how pension funds can take their first steps in understanding impact investing and progressing their objectives on PBII.

In the usual way, we will then re-group and our sponsors Legal & General and Triple Point will share some of the key insights from the breakout room discussions before Charlotte O’Leary wraps the session up.

The outcomes from this session and broader work of the PBII Forum will be used to help shape the work of the PBII Innovation Programme led by The Good Economy. If you are an asset owner, we need your voice at the table to help shape the direction of the programme and ensure you are represented.


The agenda for this online interactive discussion followed:

  • Welcome from Pensions for Purpose and housekeeping.
  • Update from The Good Economy on the PBII Innovation Programme.
  • Update from the Impact Investing Institute on PBII programme.
  • A panel of speakers to present their PBII stories with Charlotte O’Leary, Pensions for Purpose.
  • Questions.
  • Mixed breakout rooms moderated by our forum sponsors, Legal & General and Triple Point.
  • Return to main meeting – sharing of key insights.
Who is this event for?

This event is suitable for anyone involved in the governance or management of pension fund assets or other pools of assets, asset managers, and other stakeholders actively engaged and interested in the PBII opportunity.

For example, trustees of corporate defined benefit and defined contribution pension plans, LGPS pensions managers and committee members, in-house pension teams, legal, actuarial and investment advisers, asset managers particularly in private capital markets, other investment service providers, local government representatives and other stakeholders involved in developing PBII opportunities.


Please sign up for the event here. Delegates will be sent dial-in details after registering. If you are not already a member, you will also be invited to register for the Place-Based Impact Investing Forum. Membership is free and you will receive regular updates about the respective Forums’ activities.

Speaker biographies

George Graham, Fund Director for South Yorkshire Pensions Authority

George GrahamGeorge joined the South Yorkshire Pensions Authority as Fund Director in February 2018 and as Head of Paid Service is responsible for the management of all aspects of the Authority’s activity. Previously he was Managing Director of LPP’s pension administration business, having led the Lancashire County Pension Fund prior to the transfer of its staff to LPP as part of the creation of the joint venture with the London Pension Fund Authority. A fellow of CIPFA, George’s previous career in local government finance involved roles as Deputy County Treasurer at Lancashire County Council, Director of Resources at Rossendale BC and Director of Finance at Chorley BC, preceded by roles at Northamptonshire CC and Oxfordshire CC where he did his CIPFA training.

Sarah Forster, CEO, The Good Economy

Sarah ForsterSarah brings over 25 years’ experience in the fields of sustainable development and impact investing both internationally and in the UK. She combines a strong knowledge of development policy issues with practical experience in the design of pioneering impact investment vehicles and products. Sarah has led the growth of TGE’s advisory services on impact measurement and management. She has also led the collaborative project to develop a sector standard approach to ESG and impact reporting for social and affordable housing and the Place-Based Impact Investing Project. Previously Sarah held senior positions at Big Issue Invest, the New Economics Foundation and the World Bank.

Shadi Brazell, Senior Programme Manager for Place-Based Impact Investing, Impact Investing Institute

Shadi BrazellShadi is the Senior Programme Manager for Place-Based Impact Investing at the Impact Investing Institute. Her goal is to make it easier for investors to do impact investing that drives positive outcomes in underinvested places around the UK – putting capital to work to solve local challenges and improve people’s lives. She has a background in affordable housing funding, working for the Greater London Authority prior to joining the Institute in July 2021.


Pete Gladwell, Group Social Impact & Investment Director, Legal & General
Pete GladwellAfter an erstwhile life as a Youth Worker, Pete joined Legal & General in 2007, launching a new generation of property funds focused on liability matching and Defined Contribution pension schemes, and L&G’s partnerships with NEST and PGGM, which total over £5bn. In 2015, Pete moved to lead L&G’s investments with the Public Sector – including the Cabinet Office, Combined & Local Authorities, NHS, Housing Associations and Universities – which now total over £6bn.

Pete continues to lead on public sector investments, as part of a broader remit to identify and drive strategic investments and initiatives through which L&G can use its resources to benefit society. This includes L&G’s partnership with Sir Michael Marmot to address health inequality.

Pete holds an MA from Brasenose College, Oxford in Computation, the IMC, and is a Fellow of the Royal Society of the Arts and Honorary Professor at University College London.

Pete is heavily involved in local community projects in Harlesden, west London and a Trustee of the Fairness Foundation, the Institute of Community Studies and the Young Foundation, which works to create a more equal and just society through social innovation.

The Place-Based Impact Investing Forum

The Place-Based Impact Investing Forum was established by Pensions for Purpose and The Good Economy and is run in partnership with The Impact Investing Institute to help pension funds and other asset owners make informed decisions about place-based investments. We do this by sharing place-based-related thought leadership written by our Influencer members (asset managers, consultants and lawyers), by running training workshops for trustees and by engaging in industry-wide conversation through our quarterly all-stakeholder and asset-owner events. The Forum is sponsored by Legal & General, and Triple Point.

To join the Forum please email Charlotte O’Leary.  

Pensions for Purpose

Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks. For membership information, please email Charlotte O’Leary.

Learn more here