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The programme for the Gender-Smart Investing Summit was designed to catapult the movement of capital to the next level globally. It engaged, enlightened, and drew the best from our 300 invite-only participants, who were carefully curated to ensure participation by a wide range of actors. Perhaps most importantly, it was highly interactive, with each session structured to maximize collaborative work, whether delegates shared a new tool, solved a problem together, or developed a new approach to applying a gender lens to their efforts. Participants came away with shared momentum, new connections, and a roadmap for accelerating their gender-smart journey. This is a place where exciting announcements, launches, commitments, and collaborations in the gender-smart investing field were shared on the main stage and in sessions.

Lisa Witter, our Summit emcee

Lisa is an award-winning executive, serial entrepreneur, writer and public speaker. She is an expert in the intersections of communications, government, politics, philanthropy, technology, women's issues and behavior change. She has counseled CEOs, Nobel Peace Prize winners, politicians, philanthropists, and more.
Lisa is passionate about the opportunities to invest with a gender-lens and the need to shift systems.

Have a look at our Summit at a Glance and find more details below

Please click the "+" signs for more information about programme sessions.

Chart Your Journey Through the Summit’s Six Tracks

Track 1: Data

In these sessions we explored data and measurement as it relates to gender-smart investment— what information is already available? What indicators are best, and which are missing? What tools are available to monitor and evaluate performance? What does the data tell us about barriers and opportunities?

Track 2: Finance as a Tool for Gender-Equitable Social Change

This track explored how we can use investment as one tool to drive positive outcomes for social change. For example, how should the finance community view gender-based violence as material to financial outcomes, and what can be done to mitigate it within the processes and structures of finance? How can we use finance as a tool to address access to healthcare, financial inclusion, and seemingly intractable issues such as slavery and trafficking?

Track 3: Tools and Learning

This track shared best practices and useful tools, training, and resources. For instance, using Acumen’s “Lean Data” approach with a gender lens to know whether investments are generating desired impact, or using gender scorecards to determine the starting points and action plans for gender-impact businesses.

Track 4: Public Companies, Private Markets, and More

Within this track we highlighted and unearthed global trends amongst corporations and explored their role as investors. For instance, how are corporates financing global supply chains? How are they deploying venture capital? How are they using their corporate philanthropy, shared value approaches, and more to drive capital and resources to women-impact businesses? And how are DFIs and other actors co-investing with corporates and others?

Track 5: Reaching Across Sectors and Geographies

Our focus here was on sectoral or geographic investment focus, as well as encouraging cross-pollination by considering the intersection of sectors, such as health, energy, education, and financial inclusion.

Track 6: Wild Card

What is the future of work and how will we invest in that light? How will disruptive technologies affect how we think about gender-smart investing? How do we best build portfolios and make the case, and what are fund managers learning and pioneering?


31 October 2018

2:00–5:00PM Pre-Summit Intensive Workshop

The Pre-Summit Intensive was designed to provide a grounding in the language, context, current landscape, and vision for gender-smart investing. It intended to help participants confidently engage with the Summit’s two-day interactive format from minute one, and gave people a chance to get to know each other in a more intimate setting. It took place at UBS’ London offices and was a learning opportunity for those who are newer to the field or just starting to deploy gender-smart capital, or for those who have knowledge in a narrow area and seek broader context.

The Pre-Summit Intensive was moderated by Alison Pyott, Veris Wealth Partners, with Co-Moderation from Ruth Shaber, Raya Papp, and Shalaka Joshi.

Take our quiz to see if it might be useful for you.

5:30–7:30PM Welcome Reception

Rev your engines! Get to know your fellow participants and share in the vision for the Summit so we can accelerate progress together. This event will also be hosted at UBS and is sponsored by Impax Asset Management.


1 November 2018

7:30–8:30AM Registration and Breakfast

9:00–9:15AM Welcome

Summit Emcee Lisa Witter, Suzanne Biegel and Darian Rodriquez Heyman, and Founding Supporter, UBS

9:15–9:30AM State of the Field

Suzanne Biegel, Catalyst at Large

9:30–10:45AM Solution Salon

Facilitators: Suzanne Biegel, Darian Rodriguez Heyman, and Lisa Witter

10:45–11:15AM Tea Break

Hidden Opportunities: The Power of Gender Analysis
Joy Anderson, Criterion Institute

Getting from Optics to Outcomes in Gender-Smart Investing
Nathalie Molina Niño, Brava Investments

Reducing Implicit Bias and Increasing Returns
Daryn Dodson, Illumen Capital

Sisters - DOIN' IT FOR THEMSELVES!
Sharron McPherson, WINDE Consortium

Why "Solving for the Gap" is part of the Problem
Vicki Saunders, SheEO

The New Voices
Darryl Thompson and Melissa Bradley, New Voices Fund

These sessions are an opportunity for people working in and investing in these regions to discuss what’s working, where new initiatives are launching, what blockages remain, and how the Summit community might work together to address those challenges. The discussion leaders are there to kick off the conversation, but all participants will be engaged in the dialogue. Please collect your lunch prior to joining the discussion.

South Asia
Discussion Leaders:
Anjali Bansal, Avaana Capital
Shalaka Joshi, IFC

Southeast Asia
Discussion Leaders:
Naina Subberwal Batra, AVPN
Julia Newton-Howes, DFAT/Investing in Women

Sub-Saharan Africa
Discussion Leaders:
Andia Chakava, Graca Machel Trust
Tokumboh Ishmael, African Venture Capital Association, Alitheia Capital
Kristine Ngiriye, Entreprenarium Foundation

MENA
Discussion Leaders:
Katherine Garrett-Cox, Gulf International Bank
Heather Henyon, MindShift Capital

Latin America
Discussion Leaders:
Julie Katzman, IADB
Nicole Etchart, NESsT

1:45–2:00PM Transition

Data
Let's invest in public companies that are good for women: How can data help us identify them?
Moderator:
Ruth Shaber, Tara Health Foundation
Conversation Starters:
Rachel Whittaker, UBS
Rachel Robasciotti, Robasciotti & Phillipson
Jo Andrews, Equileap
Finance as a Tool for Gender-Equitable Social Change
The Violence Prevention Dividend
Moderator:
Joy Anderson, Criterion Institute
Conversation Starters:
Ellen Friedman, Compton Foundation
Vibeke Brask Thomsen, SheCanHeCan
Tim Macready, Christian Super
Tools and Learning
Beyond Pink Shading – How Do We Know It When We See It
Moderator:
Jackie VanderBrug, Bank of America Global Wealth
Conversation Starters:
Emilie Goodall, FMO
Mari Kogiso, SPF
Amy Clarke, Tribe Impact Capital
Public Companies, Private Markets, and More
The How, the Who, and the Why: Corporates and Gender-Smart Investing
Moderator:
Jon Shepard, EY
Conversation Starters:
Katja Freiwald, Unilever
Ann Cairns, Mastercard
Darryl Thompson, New Voices Fund
Reaching Across Sectors and Geographies
Hot Stuff: Investing in Energy and Climate Solutions
Moderator:
Yana Kakar, Dalberg
Conversation Starters:
Rebecca Fries, Value4Women
Ajaita Shah, Frontier Markets
Wild Card
Take it From the Top: Governance
Moderator:
Joe Keefe, PAX
Conversation Starters:
Anjali Bansal, Avaana Capital
Jameela Pedicini, Perella Weinberg Partners
Tamsin Jones, The Boardroom Africa

3:15–3:30PM Transition

Data
Show Me the Data: SMEs and Private Markets
Moderator:
Katherine Miles, UNCDF
Conversation Starters:
Alison Holder, Equal Measures 2030
Karen Mathiasen, Data 2X
Finance as a Tool for Gender-Equitable Social Change
Extend the Lens: Holistic Investment Strategies to Improve Women’s Health
Moderator:
Anna de la Cruz, Linked Foundation
Conversation Starters:
Elizabeth Bailey, Reproductive Health Investors Alliance
Maria Cavalcanti, Pro Mujer
Michael Lwin, Koe Koe Tech
Tools and Learning
What Works: Best Tools and Scorecards
Moderator:
Carey Bohjanen, FutureWomenX
Conversation Starters:
Mark Eckstein, CDC Group
Tom Adams, Acumen
Katherine Fritz, ICRW
Public Companies, Private Markets, and More
Putting the Value in Value Chains
Moderator:
Linda Scott, DoubleXEconomy
Conversation Starters:
Susan Mboya, Navigators Global
Sam Miller Hicks, Advance Global Capital
Sinethemba Mafanya, Cheers Z Ventures (formerly, Diageo)
Reaching Across Sectors and Geographies
Syncing across the South- How can we Adapt or Create innovations in Gender-Smart investing across the Global South?
Moderator:
Shalaka Joshi, IFC
Conversation Starters:
Amy Haddad, DFAT
Gema Sacristan, IDB Invest
Tokumboh Ishmael, African Venture Capital Association, Alitheia Capital
Wild Card
To What End: Blended and Alternative Finance
Moderator:
Laurie Spengler, Enclude
Conversation Starters:
Geoff Burnand, Investing for Good
Joan Larrea, Convergence
Anuj Sharma, Alsisar Impact

4:45–5:00PM Transition

5:00–5:30PM Vision and Velocity Day One Debrief and Special Guests

A Reflection Through Music with Ayanna Witter-Johnson and Jude Kelly
A brief perspective from CDC Group's CEO Nick O'Donohoe
Debrief and Looking Ahead to Day 2

7:15–10:15PM Creative Evening with Food and Fun


2 November 2018

7:30–8:30AM Registration and Breakfast

8:30–9:00AM Second Day Welcome

Summit Emcee Lisa Witter, Suzanne Biegel and Darian Rodriquez Heyman, and Key Supporters

9:00–9:30AM Plenary Panel: Perspectives from Players in the Capital Spectrum

Moderator David Bank, Impact Alpha
Panelists: Graham Wrigley, Board Chair, CDC Group
Eva Halvarsson, CEO, AP2
Hanneke Smits, CEO and Executive Director, Newton Asset Management
Sean Hinton, CEO, Soros Economic Development Fund and Director, Economic Advancement Program, Open Society Foundations

9:30–10:45AM Solution Salon: Action to Impact

Facilitators: Suzanne Biegel, Darian Rodriguez Heyman, and Lisa Witter

10:45–11:15AM Tea Break

Data
Gender Data Mining: Unlocking Opportunities and Mitigating Risks in Your Portfolio
Moderator:
Tara Murphy-Forde, Global Partnerships
Conversation Starters:
Judith Rosenbrand, DGGF
Tim Radjy, Alpha Mundi, Raya Papp, Challenger88
Finance as a Tool for Gender-Equitable Social Change
Investing in Financial Inclusion
Moderator:
Carol Andrews, BNY Mellon
Conversation Starters:
Chetna Sinha, Mann Deshi Bank
Karama Neal, Southern Bankcorp Community Partners
Sarah Hewitt, OSF
Tools and Learning
New Investment Theses
Moderator:
Hedda Pahlson-Moller
Conversation Starters:
Ed Marcum, Humanity United
Jennifer Buckley, SEAF
Caleb Jarvis, Pacific Trade Invest
Public Companies, Private Markets, and More
Public-Private Partnerships
Moderator:
Katie Kaufman, OPIC
Conversation Starters:
Samina Anwar, UNCDF
Fran Seegull, U.S. Impact Investing Alliance
Gerhard Pries, Sarona Asset Management, Eric Clement, NYC Economic Development Corporation
Reaching Across Sectors and Geographies
Plowing Ahead: Women in Agriculture
Moderator:
Linda Jones, MEDA
Conversation Starters:
Katie Naeve, Root Capital
Pauline Mbayah, AECF
Ada Osakwe, Nuli Juices and Agrolay
Wild Card
Disrupt with Impact: New Tech and Gender-Smart Investing
Moderator:
Sharron McPherson, WINDE Consortium
Conversation Starters:
Dr. Jane Thomason, Blockchain Quantum Impact
Tracy Gray, The 22 Fund

12:30–1:45PM Lunch with optional SDG discussion tables or ad-hoc table topics

Lunch is served on-site. Delegates may optionally self-organise within our dining areas for discussions of gender-smart investing and Sustainable Development Goals (SDGs) or other ad-hoc discussion topics.

Data
Moving Past "Making the Case" for Gender-Smart Investing
Moderator:
Jacki Zehner, Women Moving Millions
Conversation Starters:
Olga Miler, Innovation Architect
Deborah Christie, Cambridge Associates
Lawler Kang, League of Allies
Finance as a Tool for Gender-Equitable Social Change
Girl Power: Investing to Improve the Lives of Adolescent Girls and Young Women
Moderator:
Mike Mompi, SPRING Accelerator
Conversation Starters:
Dr Iffat Zafar,
Sehat Kahani
Patty Alleman, UNICEF, Pamela Roussos, Miller Center GSBI
Tools and Learning
Working with Funds and Companies to Get Gender-Smarter
Moderator:
Shruti Chandrasekhar, IFC
Conversation Starters:
Arpita Raksit, CDC Group
Christina Juhasz, Women’s World Banking
Public Companies, Private Markets, and More
Gender Bonds - What's Next
Moderator:
Kaylene Alvarez, Athena Global Alliance
Conversation Starters:
Suzanne Buchta, Bank of America
Victoria Gibson, QBE Insurance
Jason Lowe, EY
Reaching Across Sectors and Geographies
Investing in the Future of Work
Moderator:
Karina Storinggaard, Think Yellow
Conversation Starters:
Daphne Kis, WorldQuant University
Nicholas Davis, World Economic Forum
Linda Scott, Double X Economy
Wild Card
Seeing Clearly: Lessons Learned from Great Fund Managers
Moderator:
Nathalie Molina Nino, Brava Invest
Conversation Starters:
Hadewych Cels, Karmijn Kapital
Matt Patsky, Trillium Asset Management
Shuyin Tang, Patamar

3:15–3:30PM Transition

3:30–4:30PM Vision and Velocity Commitments and Announcements

As we prepare to conclude the Summit, we will convene one last time and provide a forum to play back outcomes from the sessions, and for the organisers and delegates to share commitments and opportunities for collaboration to accelerate gender-smart investing within their organisations and across the globe.

4:30–5:00PM Closing: Sharpening Our Vision, Increasing Our Velocity

Summit Emcee Lisa Witter, Suzanne Biegel, and Darian Rodriguez Heyman