Face to Face CPD Event - Investing for Societal Change

Aberdeen Altens Hotel
Wednesday, 17 November 2021
9:00 am – 12:00 pm (UK time)
    • Scott Dakers, Business Development Director, Square Mile Investment Consulting and Research
    • Henry Boucher, Partner, Deputy Chief Investment Officer, Sarasin & Partners
    • Dr Caroline Barelle, CEO, Glasmogen Ltd
    • Mark Harries, CIO, Square Mile Investment Consulting and Research

About this Session

ESG investing is high in everyone’s thoughts right now, the market is awash with companies talking about their ESG credentials and educating the market on why ESG is key to a responsible and sustainable future. The FCA has been working on a taxonomy to give clients an understanding of what ESG investing is whilst the media has focussed on the Environmental and Governance as divers of change without really looking at the societal impact.

The pandemic has highlighted massive levels of inequality and social injustice across society, whether they are based on gender, race or access to capital. There is little doubt the ‘S’ will continue to become more prevalent in all aspects of our lives from how we work to how we socialise as these have all been impacted by the pandemic.

The Insurance Institute of Aberdeen are delighted to be joined by Square Mile Investment Consulting & Research, Deepbridge Capital and Sarasin & Partners for an investment forum covering ESG integration into business, how societal change is being applied to drive investment returns, who will drive future change as well as an investment outlook for 2022 and beyond.

Learning Objectives

  • Understand the rationale for the rise in the popularity of Responsible investment and how to evolve your proposition
  • Identify how the Asset Management and Financial Advice industries are responding
  • Look at what we believe will drive investment returns looking forward.
  • How can we meet the needs of all people within the means of the planet.
  • The purpose of a business – What should a company do?
  • How investing in future growth companies can be beneficial from a tax perspective
  • Understand how investors can access growth-focused Private Equity
  • Understand the types of companies Enterprise Investment Schemes support

Our Speakers

We are delighted to welcome the following Speakers.

Scott Dakers - Business Development Director - Square Mile Investment Consulting and Research

Scott is responsible for business development in the North at Square Mile. As well as servicing existing clients, Scott works closely with a wide range of Wealth and Adviser firms supporting their growth and creating innovative investment solutions and services designed to meet their firms needs and those of their clients.

Henry Boucher - Partner, Deputy Chief Investment Officer – Sarasin & Partners

Henry started his career in fund management in 1983. Specialising in multi-asset and global equity fund management, he has managed a wide variety of funds, including unit trusts, pension funds, life funds and charity endowments. He is Chairman of the Sarasin & Partners Investment Strategy Group, responsible for defining the long-term thematic investment landscape. Henry is Deputy Chief Investment Officer, focused on global equities and with expertise in sustainable investment. He is also responsible for co-managing one of the firm’s specialist thematic investment strategies, Food & Agriculture Opportunities.

Dr Caroline Barelle CEO - Elasmogen Ltd

With postgraduate qualifications in both business and science, Caroline has a strong commercial, bio-partnering and biologics drug discovery/development background. For over 4 years she has successfully led teams at Wyeth Inc and subsequently Pfizer Inc in Global Bio-therapeutic Technologies progressing early platform technologies to late-stage clinical development. Prior to this she was Alliance and Programs Manager at Haptogen Ltd and a key part of the acquisition team that successfully exited the business to Wyeth Inc. She has been awarded a prestigious Royal Society of Edinburgh commercialisation Fellowship and is a doctoral graduate from the University of Aberdeen in Biochemistry.

Mark Harries – CIO –Square Mile Investment Consulting and Research

Mark is responsible for further developing Square Mile’s investment management services, its principles, process and procedures as well as overseeing the portfolio management team. With over 30 years of experience, he has extensive knowledge and expertise of the wealth management industry. Mark is a Fellow of the Chartered Institute for Securities & Investment (FSCI) and a Member of the Institute of Financial Services (ACIB) and has passed the Securities Industry Diploma and the Institute of Bankers exams.

Booking

To book your place please click on the link above, spaces are limited.

As refreshments will be provided, please confirm any dietary requirements when booking.

Thank you

Venue
  • Aberdeen Altens Hotel
  • Souterhead Road
  • Aberdeen
  • AB12 3LF
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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Aberdeen, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.