New Investment Theses

Friday, 2 nOVEMBER

11:15-12:30PM

Location: essex

 

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Moderator: Hedda Pahlson-Moller

Conversation Starters:

Jennifer Buckley, SEAF

Caleb Jarvis, Pacific Trade Investment

Laurie Spengler, Enclude

Session Description:

What does it take to create a sharp and well-targeted thesis for a gender lens fund or portfolio? In this session, we will showcase three innovative gender-smart investing innovators that will briefly share their investment theses, and together we will build on the discussions from the previous sessions to explore what makes a thesis attractive and strong.

Bios:

 Hedda Pahlson-Moller

Hedda Pahlson-Moller

 Jennifer Buckley

Jennifer Buckley

 Caleb Jarvis

Caleb Jarvis

 Laurie Spengler

Laurie Spengler

...several funds related to impact investing and gender-lens investing. She is on the investment committee and a board member of the Rising Tide funds, designed to train women in early-stage investing and currently launching Rising Tide Africa. She sits on the advisory board to the Luxembourg government for Sustainable Development (CSDD.lu), focused on social finance developments and the Vodafone F-Lane accelerator for women-empowerment. Hedda is Adjunct Professor of Entrepreneurship and Social Entrepreneurship at Sacred Heart University MBA and at the University of Luxembourg.

...a Washington DC-headquartered global investment firm focused on investments that achieve both commercially attractive financial returns and significant social impact. Prior to joining SEAF, Jennifer spent 20 years in senior positions in private equity building and expanding small and mid-sized businesses, 10+ years of which in leadership roles with GE Capital in Europe and Asia. Her expertise spans strategic & operational planning, financial & risk management, leadership & organisation design, salesforce effectiveness and M&A execution & integration. Jennifer received her MSc in International Accounting & Finance from the London School of Economics. She also holds a LLM (Hons) and LLB (Hons) from the University of Canterbury.

Caleb Jarvis became the Trade & Investment Commissioner for Pacific Trade Invest in 2008. He is an Executive of the Australia Papua New Guinea Business Council, Australia Pacific Islands Business Council and the Australia Fiji Business Council. He also sits on the Approval Committee for Pacific Rise a DFAT funded initiative. He has an extensive background in...

...international private sector development, trade, investment, impact investing, tourism, marketing, property and the creative arts. Assisting Pacific Island enterprises to make the right commercial connections remains his key priority. In 2003 he joined the Australian Trade Commission where he managed a team of Export Advisers in NSW and the ACT. He was posted overseas as the Acting Trade Commissioner Mexico, Central America and the Caribbean for Australia in 2007.

Laurie Spengler is President & CEO of Enclude (formerly ShoreBank International Ltd. and Triodos Facet), a global advisory firm and impact investment bank dedicated to building inclusive, sustainable and prosperous local economies. The firm delivers integrated capacity solutions (consulting) and capital advisory services (investment banking) to...

...financial institutions, business support organisations, private-sector companies, funders and investors. Ms. Spengler has 25+ years’ experience in strategy and transaction services, specifically capital raising, M&A and private equity transactions where the purpose of the capital raised is linked to delivering positive impact. She has developed a particular expertise in designing, structuring and launching investment vehicles that align different types of capital to allow operating enterprises, financial institutions and various types of investors to generate positive social, environmental and development outcomes while delivering appropriate financial returns. Ms. Spengler is an active member of the impact investing and development finance communities. Previously, Ms. Spengler was founder and CEO of Central European Advisory Group, a regional advisory firm she sold to her management team in 2005. She also worked as an attorney with the New York, Brussels and Prague offices of White & Case. Ms. Spengler has a JD from Harvard University and an undergraduate degree from Stanford University. Among her active board engagements, she serves as a member of the Executive Committee of the Aspen Network of Development Entrepreneurs, the UK National Advisory Board on Impact Investing (part of the Global Impact Investment Steering Group established under auspices of the G8) and the CDC Group. Ms Spengler is also a member of the Council on Foreign Relations.