Pensions for Purpose was delighted to invite Global Impact Forum members to its quarterly online all-stakeholder event.
The hour and a quarter session started with a 10-minute presentation looking at how an impact philosophy can be embedded in different pension fund strategies. This was followed by 40-minute breakout sessions where we were able to dive deeper into this topic with our forum sponsors.
As usual, we then regroup, with our sponsors to share insights from the breakout discussion and Charlotte O’Leary of Pensions for Purpose hosted the Q&A before concluding the session.
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Who was this event for?Charlotte is also a member of the Impact Investing Institute's Pensions Expert Panel, an ambassador for the Transparency Taskforce and a founder of 10 Billion World, an end-to-end sustainability project management business aimed at businesses and organisations setting net-zero and carbon reduction targets.
With over 15 years of experience in asset management, Charlotte started in fund analysis and progressed through to institutional business development. Charlotte has worked for some well-known institutions, including Jupiter, Pictet and Cambridge Associates.
Through her roles, Charlotte has built a knowledge and passion for sustainable investing. She has demonstrated this in co-authoring a paper with the Society for Pension Professionals on social impact investing and speaking on topics such as fee and service transparency at PLSA and Transparency Taskforce events. Charlotte played a critical role in developing the Impact Investing Institute's Impact Investing Principles for Pensions and led the launch of Pensions for Purpose's Global Impact Forum (formally the Impact Investing Adopters Forum).
Michael is an Executive Director in the Multi-Asset Solutions (MAS) Group, focusing on Fiduciary Management. Prior to joining GSAM, Michael worked as Director and Head of Multi-Asset Solutions at WTW (formerly, Willis Towers Watson) and was responsible for managing client relationships across both advisory and fiduciary mandates as well as providing strategic investment advice to pension funds, charities, and investment trusts.
Michael, who has over ten years’ experience in the industry, is a Level III CFA charter holder and graduated with a degree in Mathematics from the University of Oxford.
Simon Males is Executive Director and Head of UK Institutional Business at Tikehau Capital, the €38.8bn global alternative asset management group. Simon has over three decades’ experience working within the UK institutional market, including leadership roles at global asset management firms such as Legal & General Investment Management, PGIM, Pictet Asset Management and F&C (BMO).
More recently, he founded Carrick Roads Capital Limited, an institutional consulting and capital-raising firm. Simon is a member of the Board of AIMSE Europe and has previously been a member of its Advisory Council since 2013. He is also a serving Trustee and Board Director of two UK Charities (North London Hospice and The Pemberton-Barnes Trust) and has previously served as a Trustee of a £130m UK Defined Benefit corporate pension plan. Simon holds an MBA from London Metropolitan University and several Professional Qualifications, including the IMC.
The Global Impact Forum is an industry-wide member forum hosted by Pensions for Purpose to facilitate meaningful industry discussions on how to embed social and environmental impacts at a strategic level, including in governance discussions, to encourage the flow of capital towards investments that have a positive impact.