Meeting LP Expectations on ESG

Meeting LP Expectations on ESG is an interactive, virtual training targeting the growing universe of managers committed to ESG outcomes.

The three-hour curriculum will be led by a Practitioner Faculty of LPs and GPs with deep expertise in ESG and ESG reporting. The session will:

  • Demystify various ESG and ESG reporting requirements
  • Clearly define the relationship between ESG and ESG reporting, ensuring that best practices extend beyond a box-ticking exercise
  • Articulate how to manage and staff the reporting function
  • Provide a forum for participants to pose questions, interact, obtain relevant resources, and continue to expand their knowledge about ESG with experienced GP and LP practitioners

Session 1: Learning from LP Practitioners

Fund Reporting: Fulfilling DFI and Commercial LP Requirements
Presentation and discussion

This session will highlight the different methods DFIs and LPs use in evaluating GPs on ESG metrics, and explore how GPs can better meet LP expectations. With presentations from the IFC and HarbourVest, speakers will discuss how technical and practical ESG approaches work together to mitigate headline risk.

 

Session 2: Learning from GP Practitioners

Practical Lessons for Implementing ESG in Companies and Projects
Presentation and discussion

In this session, practitioner faculty will address how to design and implement practical ESG policies at the portfolio company level. Presentations will highlight how GPs forge relationships with management and resource the ESG function to capture relevant information, from carbon emissions to labor considerations.

 

 

LP Faculty Include

 

Chris Walker

Principal and ESG Chairman, HarbourVest

Christopher Walker joined the Firm in 1998 as an associate in the secondary partnership group. In 1999, he joined the primary partnership group and has focused most of his efforts on US venture capital and buyout investments. Chris also has extensive experience working on the healthcare sector, as well as primary partnerships in Canada. He chairs the ESG Committee and currently serves on the advisory committees for partnerships managed by Caltius Capital Management, Columbia Capital, Endeavor Capital, Essex Woodlands Health Ventures, Galen Associates, Genesys Ventures, Georgian Partners, Information Venture Partners, Mission Ventures, Sanderling Ventures, Valhalla Partners, Vector Capital, and The Wicks Group.

Previously, Chris served as a pilot in the United States Navy for 11 years, flying the P-3 Orion aircraft, and achieved the rank of Lieutenant Commander.

He received a BS in Finance from Providence College in 1986 and an MS in Finance from the Carroll School of Management Program at Boston College in 1998.

 

Natasha Buckley
Vice President of ESG, HarbourVest

Natasha Buckley joined HarbourVest in 2019 and is responsible for sustaining the Firm’s ESG strategy and partnering with our general partners, limited partners, and the Firm’s employees to embrace sustainable investing.

Natasha joined HarbourVest from Principles for Responsible Investment (PRI), where she was responsible for their work in the private equity sector, developing tools and resources for PRI signatories to integrate ESG considerations into their investment processes. During her time at PRI, Natasha co-authored the organization’s guide for general partners, and guidance for LPs and GPs on ESG in fund selection, fund terms and fund monitoring/reporting.

Natasha received a BA in History from University College London, an MSc in International Relations from the London School of Economics, and has completed the University of Oxford Private Equity Programme at the Saïd Business School.

 

Jennifer McLeod Petrini
Senior Investment Officer, IFC

Jen has been IFC’s Regional Lead for Fund investments in Latin America for the last five years, where she oversees the funds program for the region. She began her career with IFC in the Cairo office, and was then based in Istanbul for 4 years, where she covered new and existing funds business for IFC’s funds practice. Prior to joining IFC in 2010, Jen worked at EMP Global, a Washington-based emerging markets private equity firm. Jen has been investing in funds for over 15 years, sits on fund advisory committees and has overseen investments in the Middle East, North Africa, Russia, Europe, Asia and across Latin America. From 1999-2005 she worked for Deutsche Bank and BNP Paribas in New York in Interest Rate Derivative and Credit Derivative trading and operations. Jen has a B.A. in International Business from Lehigh University and an M.A. in International Economics from Johns Hopkins University (SAIS).

 

 

Felipe Albertani
E&S Development Specialist, IFC

Felipe Albertani is an Environmental Specialist with IFC’s ESG department, where he has been working for the past 10 years on E&S risk management solutions for financial institutions. Felipe has a master’s degree in environmental management and has worked in academia, the non-profit sector, the Inter-American Development Bank and as an independent consultant before joining IFC. 

 

GP Faculty Include

Emma Biddles
Portfolio Operations Director, Environmental and Social, Navis Capital Partners

Emma Biddles joined Navis in May 2018 as Portfolio Operations Director for Environmental and Social, based in Singapore. She has over 20 years of experience in the

ESG space and previously worked for Kellog where she was the EHS Manager, Environmental Sustainability for the Asia Pacific. Read more

 

 

James Magor
Director, Responsible Investments, Actis

James joined Actis’ Responsible Investment team in January 2016, where he works with portfolio companies on all aspects of sustainability to mitigate risks and enhance value. James has over 16 years of experience in responsible investment, primarily serving the private equity, banking and development finance sectors. Read more

 

Inside Private Capital

Inside Private Capital trainings are designed for GPCA’s global membership. Non-members may apply to register and will be considered on a space-permitting basis. Prospective attendees include fund managers and investment professionals working with portfolio companies and executives with responsibility for fund reporting.

 

Contact

To receive further information on the registration process, please contact education@GPCapital. Early registration is recommended, as space is limited to ensure a high level of interaction and engagement with practitioner faculty.