Session Date: 6th October, 2020
Session Time: 08:00 PM to 09:15 PM (IST)
In Partnership
Panel Members
Ben Banerjee
President & Co-Founder,
SIIA – Swiss Impact Investment Association
Cliff Prior
CEO,
GSG
Dimple Sahni
Managing Director – Impact Funds,
Anthos Fund & Asset Management B.V.
Florian Kohler
Managing Director Asia,
Obviam
Gaurav Kapoor
Head of Inclusive Growth & Investments,
FCDO
Ben Banerjee
President & Co-Founder,
SIIA – Swiss Impact Investment Association
Cliff Prior
CEO,
GSG
Dimple Sahni
Managing Director – Impact Funds,
Anthos Fund & Asset Management B.V.
Florian Kohler
Managing Director Asia,
Obviam
Gaurav Kapoor
Head of Inclusive Growth & Investments,
FCDO
Komal Sahu
Chief of Sustainable Finance,
AVPN
Komal Sahu
Chief of Sustainable Finance,
AVPN
Matsumoto Katsuo
Deputy Director General,
JICA
Robert Antablin
Co-head of Impact Investing,
KKR
Matsumoto Katsuo
Deputy Director General,
JICA
Robert Antablin
Co-head of Impact Investing,
KKR
Perspective
According to the latest Impact Investor Survey[1] (GIIN 2020), the impact investing industry is believed to manage upwards of USD 404 billion of assets. Further, in terms of overall impact AUM, excluding outliers, 40% are allocated to emerging markets. Impact investors are willing to invest in emerging markets and locations that traditional PE investors have avoided historically. Impact investors tend to divert capital where the investment needed to meet the SDGs is the greatest. (IFC 2019)
The objective of the discussion is to understand perspectives and expectations of LP’s investing in emerging markets (EM) as well as bring to fore the nuances of impact investing in the emerging markets:
- Similarities and differences across EM in the world: scope to transfer learnings
- Sophistication in Investment Instruments or Investible Models
- Quality of Impact generated across EM geographies: impact measurement maturity
- Measures of Success: sector diversification, entrepreneur base, innovation culture
- Policy Instruments – Markets with a conducive eco-system for impact investments
Key Questions to be addressed in the panel discussion
Experience of Investing in Emerging Markets:
01
Have your investments in emerging markets been just as profitable (on the returns-impact matrix) as the developed markets?
02
How do you benchmark different emerging markets based on broader impact and financial performance?
03
What are unique nuances – positives and negatives in South Asia vis-à-vis other emerging markets?
India and other Emerging Markets:
01
What are the two factors which make India an attractive market for the rest of the world?
02
What learnings from other emerging markets should India adopt to become more attractive to LPs?
