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.
IMPACT FINANCE & TECHNOLOGY
26-27 April 2018
Hotel Atlantis by Giardino
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.
9:00 - 9:15 Welcome & introductions for morning session
Chair: Blake Goud, CEO, RFI Foundation
Beat Bachmann, Head Economic Promotion, Canton of Zug/ Department of Economic Affairs Raymond Van Ermen, Advisor to the President, European Partners for the Environment
9:15 – 9:30 Keynote address/video message
Javier Conzalez Fraga, President of the Bank of the Argentine Nation (video)
9:30 – 9:40 Keynote address/video message
Delfina López Freijido, Director for Sustainable Finance, G20 Unit Ministry of Treasury, Republica Argentina (video)
9:40 - 10:20 Introductions – The application of blockchain to advance the implementation of the SDGs
Inge Relph, Head of Sustainability and Strategic Relationships, Lykke Blockchain potential in sustainable development.
Jan Ohnesorge, Associated Researcher, German Development Institute Blockchain Technology and its Potential for Financial Inclusion (pdf)
10:20 - 11:00 Blockchain for Sustainable and Inclusive Finance
10:20 – 10:40 Monitoring Commitments and Blockchain Technology
Cecilia Repinski, Executive Director, Stockholm Green Digital Finance Stockholm Green Digital Finance has been awarded a grant from the EU‘s main climate innovation initiative, Climate-KIC.
10:40 – 11:00
Daniel Ahmed, Co-Founder, Human Crescent
Human Crescent empowers people to support humanitarian projects through the world’s first Zakah-driven, humanitarian crowdfunding platform.
11:00 - 11:10 Break
11:10 – 12:00 The roundtable discussion will explore the design and the impact of the application of blockchain to address sustainable and inclusive nance in relation with the SDGs and the Climate Agreements. Discussion about future actions will center on how the traceability provided by blockchain can be used across a wider reach of the sustainable nance universe.
12:00 - 13:00 Lunch Break
13:00 - 13:15 Welcome & Introductions
Chair: Blake Goud, CEO, RFI Foundation
13:15 - 13:35 Keynote address
Dr. Iyad Abu Moghli, Principal Advisor for Strategic Engagement with Faith-based Organizations at UN Environment
13:35 - 14:15 Consistencies in principles between faith organization on sustainable & inclusive finance
Adam C.T. Matthews, Head of Engagement & Secretary of the Ethical Investment Advisory Group (EIAG), Church of England on “Church of England Divestment policy”
Dr. Abdullatif Bello, Chief Economist, Islamic Development Bank on “Islamic Development Bank‘s Approach to Environmental issues” (pdf)
Rev. Norman Tendis, World Council of Churches on “WCC policy on investment
and the protection of the environment”
14:15 – 14:45 Application of faith principles in multi-faith initiatives
Lisa Jordan, Director of Shine Invest on “Accelerating investment in distributed
renewable energy solutions in energy poor regions of the world” (pdf)
Caroline Bader, Director of Sustainable Living Initiative, GreenFaith on the “Sustainable Living Initiative” (pdf)
14:45 – 15:35 Examples from UNEP FI & RFI members
Deia Markova, Positive Impact Finance and Environmental & Social Advisory, Société Générale Liesel van Ast, Signatory Relations Manager, UNEP FI
Nida Raza, Director Advisory Services, Islamic Corporation for the Development of the Private Sector (ICD)
Moderator: Blake Goud, CEO, RFI Foundation
15:35 - 15:50 Break
15:50 – 16:50 Zug Guidelines and next steps: Do we need global guidelines or faith-specific guidelines?
Klaus-Michael Christensen, President of the Swiss Impact Investment Association, on behalf of the Alliance for Religion and Conservation (ARC)
Blake Goud, CEO, RFI Foundation
Moderator: Beat Bachmann, Head Economic Promotion, Canton of Zug/ Department of Economic Affairs
16:50 – 17:50 The way forward: how to engage new, developing and existing initiatives
Moderated Discussion with Roundtable Participants
17:50 – 18:00 Concluding Remarks
Conference Day 1
8:30 - 9:15 Arrival of participants, breakfast & networking
9:15 - 9:30 Welcome Ceremony
9:30 - 9:45 Welcome Addresses
Mounir Khouzami, Co-Founder & President, Swiss Arab Network
Blake Goud, CEO, RFI Foundation
9:45 - 10:05 Opening Keynote
HRH Emir Muhammadu Sanusi II, 14th Emir of Kano and former Central Governor of the Central Bank of Nigeria
10:05 – 10:25 Opening Keynote
Dr. Dr. h.c. Henri B. Meier, Entrepreneurial Leader and Venture Capitalist
10:25 - 11:00 Networking & Refreshment Break
11:00 - 11:45 Panel 1: Spectrum of impact finance & Islamic finance
• Eric Usher, Head, UNEP FI
• Christian Heyner, President, 1bank4all Founding Association
• Abdulla Al Awar, CEO, Dubai Islamic Economy Development Centre
Moderated by Kelly Hess, Senior Project Manager, Swiss Sustainable Finance
11:45 - 12:30 Panel 2: Where do impact finance & Islamic finance connect?
- Martina Macpherson, Partner, SI Partners & President, Network for Sustainable Financial Markets
- Daud Vicary Abdullah, Managing Director, DVA Consulting Sdn Bhd
- Dirk Elsen, Director of Emerging Markets, Triodos Investment Management
12:30 - 14:00 Lunch Break
14:00 - 14:45 Conventional Impact Investing cases (3 parallel workshops) - Group A, B and C
Group A: UBS Optimus Foundation (pdf)
Presented by Sietse Wouters, Director, Innovative Finance at UBS, Optimus Foundation
Moderated by Amer Vohora, Partner/Chief Client Officer, ValueWorks AG
Group B: Fawry & ResponsAbility (pdf)
Presented by Sarah Djari, Investment Director, Equity, Financial Institutions, responsAbility Investments AG
Moderated by Azzeddine Chaibrassou, Founder, Qard
Group C: WFN Impact Fund (pdf)
Presented by Klaus-Michael Christensen, President of SIIA
Dr. Helmut Fluhrer, Founder and CEO, WeatherTec
Moderated by Anna Mroczkowska, Strategic Financial Advisor, Topan AG
14:45 - 15:30 Islamic Finance Impact Investing Cases (3 parallel workshops) - Group A, B and C
Group A: Green Sukuk – CIMB Islamic (pdf)
Presented by Rafe Haneef, CEO, CIMB Islamic
Moderated by Kurt Lieberman, CEO, Magni Global Asset Management LLC
Group B: IFRC – Zakat for Drought Relief (pdf)
Presented by Dr. Jemilah Mahmood, Under Secretary General for Partnerships at the International Federation of Red Cross and Red Crescent Societies (IFRC)
Moderated by Stuart Hutton, Chief Investment Officer, Simply Ethical
Group C: thirdACT (pdf)
Presented by Diane Schrader, Founder & CEO, thirdACT
Moderated by Khaldoun Dia-Eddine, Head, Center for Middle East and Africa Business, ZHAW School of Management and Law
15:30 - 16:00 Networking & Refreshment Break
16:00 - 16:35 Breakout groups (Group A, B & C)
Participants in the Summit will meet to discuss similarities and differences between the conventional and Islamic impact nance cases, and work collaboratively to generate greater understanding of how to use the lessons from the cases to widen the impact nance investor base.
The objective of the breakout groups will be to identify recommendations to bring together impact-focused and pro t-focused investors from both conventional and Islamic nance market together to achieve shared objectives, focusing on how to overcome challenges that come with mixing different types of investors. Each breakout group will include those presenting the case and will have one or multiple facilitators who will be familiar with the objectives and the case studies in order to encourage a targeted and inclusive discussion.
Facilitators will include moderators from previous workshops
16:35 - 17:15 Reconvene the full Summit audience and invite each group to nominate one representative to present their ndings to the audience, and to participate in a moderated discussion of similarities & differences between the cases they discussed and how to overcome challenges that come with mixing different types of investors.
Heiko Specking, Founder & Partner, Specking+Partners
17:15 - 17:50 Featured Interview – One-on-one conversation with Dr. Iyad Abu Moghli who is Principal Advisor for the Faith and Environment Initiative at the United Nations Environment Programme
17:50 - 18:00 Outlook for the next day & celebration
18:00 - 19:30 Flying Swiss & Arabic Dinner
Conference Day 2
8:00 - 9:00 Registration, Breakfast & Networking
9:00 - 9:15 Welcome Address & Icebreaker
9:15 - 9:30 Morning Address
Robert Ruttmann, Founder, Redesigning Financial Services, Institute for Customer Insight, University of St. Gallen
9:30 - 9:45 Video Message
Delfina López Freijido, Director for Sustainable Finance, G20 Unit, Ministry of Treasury, República Argentina
9:45 - 10:00 Presentation of Breakout Group Recommendations & Discussions
10:00 - 10:20 Looking back to last year (RFI Summit 2017) – 3 SDG Challenge Finalists – Where are they now?
10:20 - 10:45 Networking & Refreshment Break
10:45 - 11:30 Panel 3: Visionary Outlook Technology & Innovation
- Prof. Nisheeth Vishnoi, EPFL, School of Computer and Communication Sciences, Lausanne
- Dr. Shaun Conway, Founder & President, ixo Foundation (pdf)
- Inge Relph, Head of Sustainability and Strategic Relationships, Lykke
Moderated by Heiko Specking, Founder & Partner, Specking+Partner
11:30 - 12:30 SDG Challenge Award – AID:Tech, INBONIS & thirdACT
12:30 - 12:45 RFI Foundation Report Launch: “Environmental Impact & Islamic Finance”
12:45 - 13:00 Concluding remarks, Wrap up, Ceremony and Outlook
13:00 - 15:00 Lunch & Networking
Congratulations to Tez Financial Services for winning the inaugural Support Disruption for Good Challenge!
Left to right, Chris Laurent, CMO & Head of Funding, Pintail, Tanvir Uddin, Head of Operations, AgriFunder, Naureen Hyat, Business Head – Savings & Investments, Tez Financial Services, Claire Vinçonneau-Perrot, Country Head, France and Francophonie, Pintail, Blake Goud, CEO, RFI Foundation
All applicants were 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 evaluated the ability of each entrant to effectively scale, contribute to financial inclusion, contribute to the UN Sustainable Development Goals while being financially sustainable.
The following three finalists presented their innovation on 4 May 2017 during the RFI Summit in Zurich:
– Tez Financial Services
Delegates cast votes to select the winning innovation.
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.
- Become a part of the pioneering initiative to connect Islamic finance and ESG together to make the responsible finance industry more impactful.
- Learn from the global thoughts leaders in responsible and Islamic finance about the new trends in the industry, particularly in impact finance.
- Be the first to learn about initiatives from policy makers and regulators in the industry.
- 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.
- Learn about new initiatives using technology to drive impact in responsible finance through the Support Disruption for Good Challenge which will recognize a new leader in enabling impact finance.
- Become a part of the critical conversations with a global audience via the social media and engage with others in the responsible finance industry.
- Have the opportunity to interact directly with thought leaders in panel discussions and in an open format where you can shape the way forward.
In addition to the board of trustees of the RFI Foundation, the summit will be attended by:
- International business leaders in the responsible and Islamic finance industry
- Dignitaries, policy makers, regulators and representatives of international organizations
- CIOs, economists, strategists, business specialists and professionals, mid-level management, business development managers, analysts.
- Leaders in rating, accounting and professional services
- Global thought leaders and experts in research
- Lawyers and legal experts
- Professors, academics and journalists