Background Image

rfi_san_logo

BUILDING BRIDGES, EXPANDING IMPACT

 

Organized by

Org_RFI_Logo
Org_SAN_Logo

3-4 May 2017, Zurich, Switzerland

The Responsible Finance & Investment Summit (RFI Summit) is an initiative of the RFI Foundation and Swiss Arab Network to build awareness of shared values that can bring socially responsible investing (SRI), environmental, social and governance (ESG) and Islamic finance together to increase their positive impact.

This Responsible Finance & Investment Summit brings together key stakeholders within responsible finance to build connections to new growth opportunities and more measurable impact. The RFI Summit will play a vital role in connecting representatives from across the responsible finance industry to build on the growing cooperation between SRI, ESG and Islamic finance.

OBJECTIVES

Identify

Key trends shaping responsible investment and finance

Develop

Opportunities for convergence & collaboration between developed & emerging markets

Learn

The current state and future prospects for Islamic investment and finance

Connect

Arab asset managers and financiers with their European and Swiss counterparts

Improve

Asset and wealth management to better address stakeholder demands

SUMMIT PILLARS

In panel discussions, interactive sessions and through participant contributions, we will focus on the five pillars of the Responsible Finance & Investment Summit

  • Benefits from responsible finance

    Address shared values to build bridges between responsible investment & faith-based finance

    Responsible investment principles already touch one-third of global financial assets

  • Attracting responsible finance

    Building on efforts in Europe and the Middle East where different forms of responsible finance are reaching critical mass

     90% of responsible investment assets are located in developed markets

  • Measuring the impact

    Increase the quantity and quality of social impact data

    Target data which is financially material and useful for asset owners

  • Sharing the benefits

    Support effective approaches that are relevant in emerging and developed markets

    Ensure the growth of responsible finance reaches beyond those who are bankable today

  • Broadening the base

    The global Muslim population is 1.6 billion people, with a young demographic and a majority living in emerging markets

    Emerging markets are expected to grow more than twice as fast as developed markets where growth is likely to stay under 2%.

SDG CHALLENGE

The RFI Foundation, in partnership with the Swiss Finance + Technology Association, Finocracy and the Responsible Finance & Investment (RFI) Summit partners, launched the Support Disruption for Good (SDG) Challenge to find the most promising ethical, responsible or Islamic FinTech innovation and connect them to the leading institutions in the responsible finance industry.

SDGChallenge_nowheel

The SDG Challenge will remain open until March 17. All applicants will be judged against a transparent set of criteria by an independent judging panel drawn from across the responsible finance and FinTech industry. During the review process judges will evaluate the ability of each entrant to effectively scale, contribute to financial inclusion, contribute to the UN Sustainable Development Goals while being financially sustainable.

Three finalists will be selected to present their innovation on 4 May 2017 during the RFI Summit in Zurich. Delegates will cast the final vote to select the winning innovation. The winner of the SDG Challenge will have the chance to work closely with the judging panel as well as gain exposure during the Summit and have their story told to the wider responsible finance industry after the Summit ends.

For more information about the Challenge or to enter the competition, please download the entry forms here. Completed entries or inquiries about the Challenge should be emailed to info@rfisummit.org.

SDG JUDGES

sultanc

Sultan Choudhury

CEO
Al Rayan Bank UK

Read more

battistini_boris

Boris Battistini

Partner
Metellus AG

Read more

Hussam-Sultan

Hussam Sultan

Head of Commercial Banking
HSBC Amanah Malaysia Bhd

Read more

Omar_Lahyani

Omar Lahyani

CEO
Spacebyte AG

Read more

diemers

Dr. Daniel Diemers

Partner
Strategy&

Read more

Joann_Enriquez

Joann Enriquez

COO, Ethis Ventures
General-Secretary, Muslim Woman Tech

Read more

RobStraw

Dr. Rob Straw

Director of Education, Swiss Finance Institute & Expert
Global Fintech Association

Read more

FawziaNaqvi

Fawzia Naqvi

Read more

BolkoHohaus

Bolko Hohaus

Sictic Board Member & Swiss Fintech Angels Member

Read more

default_portrait

Ashar Nazim

Partner
EY

PROGRAMME

Conference Day 1

3rd May 2017 – Executive Sessions (with INCEIF)

  • 9:30 - 10:15 Islamic Finance in the context of the global economy
  • 10:20 - 11:05 Sustainable, Responsible and Impact (SRI) Investment
  • 11:05 - 11:25 Tea break
  • 11:25 - 12:05 Islamic Finance as responsible finance
  • 12:05 - 12:30 Islamic Impact Investing – The role of Awqaf

FinTEthics – Bridging responsible finance through Ethical FinTech

  • 11:30 - 12:00 VIP and Sponsor’s reception
  • 12:00 - 13:30 VIP and Sponsor’s lunch
  • 13:30 - 14:00 Registration and reception
  • 14:00 – 14:15 Welcome Address & Ice Breaker
  • 14:15 - 14:20 Welcome Address
  • 14:20 - 14:40 Opening Remarks – Ethical FinTech perspective

    Dr. Jarmo Kotilaine, Chief Economist, Economic Development Board of Bahrain

  • 14:40 - 15:15 Session 1: FInclusion – Banking for the Base of the Pyramid

    Moderator:
    Mr. Stuart Hutton (CIO, Simply Ethical)
    Speakers:
    TBC

  • 15:15 - 15:50 Session 2: FInclusion – ESG for the masses

    Moderator: Mr. Kurt Lieberman, CEO, Magni Global Asset Management
    Speakers
    Dr. Philipp Aeby, CEO, RepRisk
    Ms. Stephanie Feigt, CEO & Founder, 3rd-eyes GmbH

  • 15:50 - 16:20 Networking and refreshment break
  • 16:20 - 16:40 Keynote Interview
  • 16:40 - 17:15 Session 3: Regulators view

    Moderator: TBC
    Speakers:
    Mr. Christian Dreyer, CEO, CFA Society Switzerland

  • 17:15 - 17:50 Session 4: Incubating Responsible FinTech

    Moderator: Ms. Amal Daraghmeh Masri (Chief Editor, Middle East Business)
    Confirmed Speakers
    Ms. Areije Al Shakar (Vice President, Deputy Head, Development Services Division, Bahrain Development Bank)
    Dr. Boris Battistini (Partner, Metellus AG – Board Member, Swiss Finance + Technology Association)
    Mr. Mohammed Raafi Hossain (CEO, Finocracy)

  • 17:50 - 18:00 Outlook for the next day
  • 18:00 Flying Swiss & Arabic Dinner

Conference Day 2

4th May 2017 – Emerging convergence of SRI, ESG and Islamic Finance

  • 08:30 - 09:00 Registration and breakfast reception
  • 09:00 - 09:10 Welcome Address & Ice Breaker – Swiss Arab Network
  • 09:10 - 09:15 Welcome Address – RFI Foundation
  • 9:15 - 9:20 Welcome Address – TBC
  • 9:20 - 9:40 Keynote Address - Prof. Njuguna Ndung’u, Associate Professor, University of Nairobi and former Governor, Central Bank of Kenya
  • 9:40 - 9:45 Introduction by moderator about the universal appeal of responsible finance and how Islamic finance is built on similar values
  • 9:45 - 10:25 Session 1: Finding shared values in responsible finance

    Moderator: Ms. Sabine Döbeli (CEO, Swiss Sustainable Finance)
    Confirmed Panelists:
    Mr. Hasan Al Jabri (CEO, SEDCO Capital)
    Dr. Marcos Eguiguren (Executive Director, Global Alliance for Banking on Values)
    Ms. Phyllis Costanza (CEO, UBS Optimus Fund)

  • 10:25 - 10:45 Networking and refreshment break
  • 10:45 - 11:30 Session 2: Connecting ESG integration & faith-based investment

    Moderator: Ms. Stella Cox (Managing Director, DDCAP Group)
    Confirmed Panelists:
    Omar Selim (CEO, Arabesque)
    Mr. Abdulla Al Awar (CEO, Dubai Islamic Economy Development Centre)

  • 11:30 - 12:15 Session 3: Support Disruption for Good (SDG) Challenge

    Moderator:
    TBD

  • 12:15 - 13:30 Lunch & Coffee break
  • 13:30 - 14:15 Keynote Address 2: TBC
  • 14:15 - 15:00 Session 4: Using the SDGs to guide responsible finance decision-making in Muslim majority countries

    Moderator:
    Dr. Ingeborg Schumacher-Hummel (Board Member, Forum Nachhaltige Geldanlagen)
    Confirmed Panelists:
    Mr. Khaled Al Aboodi (CEO, ICD)
    Mr. Rafe Haneef (CEO, CIMB Islamic)
    Mr. Ajay Madiwale (Senior Officer, Multilateral & IFI Partnerships)

  • 15:00 - 15:45 Session 5: Financial inclusion & responsible finance

    Moderator:
    Mr. Daud Abdullah (CEO, INCEIF) (proposed)
    Confirmed Panelists:
    Prof. Dr. Azmi Omar (Director General, IRTI)
    Mr. Jaffar Abdulkadir (Head of Islamic Banking, KCB)
    Mr. Graham Burnside (Advisory Board Member, Islamic Finance Council UK)
    Mr. Husain Benyounis (Secretary-General, New Zealand Awqaf)

  • 15:45 - 16:05 Networking and refreshment break
  • 16:05 - 16:50 Session 6: Do emerging market (EM) asset owners care about ESG?

    Moderator:
    Ms. Anne-Marie Arens, General Manager, LuxFLAG
    Confirmed Panelists:
    Mr. Mustafa Adil (Head of Islamic Finance, Thomson Reuters)
    Mr. Fred Werneck (Advisor and Co-Founder, Clarmondial AG)

  • 16:50 - 17:30 Session 7: Unconference: Moving towards a shared language

    Moderator: TBC

  • 17:30 - 18:30 Wrap-up / Q&A / Ceremony
  • 18:30 Flying Arabic & Swiss Dinner

KEYNOTE SPEAKERS

Ndung'u

Gov. Njuguna Ndung’u

Former Governor
Central Bank of Kenya

 

Read more

PANELISTS

Khaled Al Aboodi

Khaled Al Aboodi

CEO
Islamic Cooperation for the Development of the Private Sector (ICD)

Read more

Haneef_Rafe

Rafe Haneef

Chief Executive Officer
CIMB Islamic Bank Berhad

Read more

Phyllis_Costanza

Phyllis Costanza

CEO
UBS Optimus Foundation

Read more

Hasan AlJabri

Chief Executive Officer, SEDCO Capital
Chairman, SEDCO Capital Luxembourg

Read more

Arens Annemarie

Annemarie Arens

General Manager
Luxflag

Read more

Dobeli_Sabine

Sabine Döbeli

CEO
Swiss Sustainable Finance

Read more

Omar Selim

CEO
Arabesque Partners

Read more

Abdul-Al-Awar

Abdulla Mohammed Al Awar

Chief Executive Officer
Dubai Islamic Economy Development Centre

Read more

Ingeborg Schumacher Hummel

Ingeborg Schumacher-Hummel

Board Member
Forum Nachhaltige Geldanlagen

Read more

daud

Daud Vicary Abdullah

President & CEO
INCEIF

Read more

Mustafa_Adil

Mustafa Adil

Head of Islamic Finance
Thomson Reuters

Read more

Stella Cox

Stella Cox

Managing Director
DDCAP

Read more

Stuart Hutton

Chief Investment Officer
Simply Ethical

Read more

Philipp_Aeby

Philipp Aeby

CEO
RepRisk

Read more

Benyounis-Husain

Husain Benyounis

Founders and Secretary General 
Awqaf

Read more

Marcos_Eguiguren

Marcos Eguiguren

Executive Director
Global Alliance for Banking on Values

Read more

Mohd-Azmi-Omar

Prof. Dr. Mohd Azmi Omar

Director General
Islamic Research and Training Institute (IRTI)

Read more

Kurt Lieberman

CEO
Magni Global Asset Management LLC

 Read more

Jarmo_Kotilaine

Dr. Jarmo Kotilaine

Chief Economist
Bahrain Economic Development Board

 Read more

Werneck_Fred

Fred Werneck

Co-Founder and Advisor
Clarmondial AG

 Read more

JustinSykes

Justin Sykes

Founder and Managing Director
Innovest Advisory

Read more

default_portrait

Christian Dreyer

CEO
CFA Society Switzerland

default_portrait

Stephanie Feigt

CEO & Founder
3rd-eyes GmbH

default_portrait

Ajay Madiwale

Senior Officer
Multilateral and IFI Partnerships, International Federation of Red Cross and Red Crescent Societies (IFRC)

default_portrait

Graham Burnside

Advisory Board Member
Islamic Finance Council UK

default_portrait

Ms. Areije Al Shakar

Vice President, Deputy Head, Development Services Division
Bahrain Development Bank

default_portrait

Jaafar Abdulkadir

Head of Islamic Banking
KCB Sahl Banking

default_portrait

Amal Daraghmeh Masri

Editor in Chief
Middle East Business News

default_portrait

Mohammad Raafi Hossain

CEO
Finocracy

Our Partners for the Responsible Finance & Investment Summit

Sponsors

Partners

Background Image

Why Sponsor?

Responsible Finance & Investment Summit 2017 sponsors will have their contribution integrated in a way that augments the delegates’ experience to deliver the most authentic engagement for each sponsor through opportunities including:

Thought leadership

Generating borrowed interest via media (online, social)

Introductions to individual delegates

Branding

Use of conference content

Content generation

This is a unique opportunity to create greater awareness of your institution across an audience of influential senior decision makers from the responsible finance sector including senior management, analysts, legal experts and government representatives

Why Attend?

 

The Responsible Finance & Investment Summit gives you an exclusive opportunity to engage with key leaders in responsible and faith-based finance gathered together to identify growth opportunities and strategies to deliver more impact. Here are the few important reasons to attend the summit.

  1. Become a part of the pioneering initiative to connect Islamic finance and ESG together to make the responsible finance industry more impactful
  2. Learn from the global thoughts leaders in responsible and Islamic finance about the new trends in the industry, particularly in asset and wealth management.
  3. Be the first to learn about initiatives from policy makers and regulators in the industry
  4. Meet 200 other senior professionals in the industry who are interested in expanding connections within responsible finance markets in Europe, the Middle East and Africa.
  5. Learn about new initiatives in responsible finance through the Innovation Challenge which will, with participant’s input, recognize a new leader in ethical fintech
  6. Become a part of the critical conversations with a global audience via the social media and engage with others in the responsible finance industry
  7. Have the opportunity to interact directly with thought leaders in panel discussions and in an open format where you can shape the way forward.

Who’s Attending?

 

In addition to the board of trustees of the RFI Foundation, the summit will be attended by:

  1. International business leaders in the responsible and Islamic finance industry
  2. Dignitaries, policy makers, regulators
  3. CIOs, economists, strategists, business specialists and professionals, mid-level management, business development managers, analysts.
  4. Leaders in rating, accounting and professional services
  5. Global thought leaders and experts in research
  6. Lawyers and legal experts
  7. Professors, academics and journalists

CONTACT US

Have an inquiry about the Responsible Finance & Investment Summit 2017?