Module 7: ESG & Sustainability Best Practices in Investment Decisions
The LP Education Webcast Series is presented with the generous underwriting support of EMPEA Leadership Circle Members, Denham Capital, Siguler Guff and The Abraaj Group.
Key topics to be discussed include:
- What is ESG and how has emerging markets private equity investment evolved to integrate environmental, social, governance and sustainability practices?
- What do LPs consider from an ESG perspective?
- How does ESG play a role in the emerging markets and what are the steps in instituting a framework for ESG risk assessment and management?
- How can fund managers gain a competitive advantage with a thoughtful and proactive ESG plan?
The second edition of the LP Education Webcast Series is open to qualified institutional investors and DFIs only. All registrations subject to approval. Email programs@EMPEA.net to find out if your firm qualifies.
Jesús Argüelles, Portfolio Manager, Ontario Teachers’ Pension Plan
Jesús Argüelles joined Teachers' in 2013 and is part of the senior team responsible for fund investing and portfolio management, focusing on the Americas. Prior to Teachers', Mr Argüelles was a Portfolio Manager in the Private Equity (PE) Program of the California Public Employees' Retirement System (CalPERS). During his 10 years at CalPERS, he was responsible for sourcing, investing and managing private equity investments globally, with an emphasis on emerging markets. In addition, he was member of the senior leadership that managed the PE Program's team and organisational development.
Mr Argüelles served on the Institutional Limited Partners Association's (ILPA) Board of Directors between 2010 and 2013 as Treasurer and Executive Committee Member. He earned his Bachelor of Science in Managerial Economics from the University of California, Davis.
Jay Koh, Managing Director and Partner, Siguler Guff
Jay Koh is a Managing Director and Partner of Siguler Guff and a member of the Firm's senior management team. Prior to joining Siguler Guff, Mr. Koh was the Head of Investment Funds and Chief Investment Strategist at the Overseas Private Investment Corporation (OPIC), the development finance institution of the United States government. In this role, Mr. Koh led the agency's $2.6 billion active emerging markets private equity program, oversaw 33 funds and was involved in managing a $15 billion portfolio of political risk insurance, direct finance and private equity investments. Previously, Mr. Koh served as the Head of Europe, Middle East and Africa (EMEA) Private Equity at R3 Capital, formerly the Global Principal Strategies Division of Lehman Brothers. Mr. Koh also spent nine years at The Carlyle Group where he focused on direct growth equity investing. He is a graduate of Harvard College, Oxford University, and Yale Law School, and was also a law clerk to U.S. Supreme Court Justice David Souter.
Dr. Samantha Lacey, Manager, Environmental and Social Responsibility
Samantha joined the Environmental, Social and Governance (ESG) team at CDC Group in February 2011.
Her role brings together her experience of socially responsible investment from working at Co-operative Asset Management and experience of companies in developing countries gained during her time at The Co-operative College. At The Co-operative College she was responsible for researching challenges and opportunities faced by co-operative businesses in developing countries, particularly in East and Southern Africa. At the Co-operative Asset Management she managed engagement projects and analysed the ESG performance of FTSE 100 companies.
Samantha has a PhD in bacterial evolution and genetics from Imperial College London and a BA in Natural Sciences from Cambridge University.
Jackie Roberts, Chief Sustainability Officer, The Carlyle Group
Jackie Roberts is the Chief Sustainability Officer for The Carlyle Group. She is based in Washington, DC.
Prior to joining Carlyle, Ms. Roberts spent 17 years at the Environmental Defense Fund where she launched and led the first-ever NGO-Business Corporate Partners, served as Director of Sustainable Technologies and Senior Director of the Climate and Energy Idea Bank. Previous jobs included a one-year faculty appointment at Harvard Business School and work as an engineer at EPA.
Ms. Roberts holds a B.S. in chemical engineering from Yale University, an MBA from the Yale School of Management, and a Masters in environmental studies from the Yale School of Forestry and Environmental Studies.
Moderator: Natasha Buckley, Investment Practices Manager – Private Equity, UN Principles for Responsible Investment (PRI)
Natasha joined the PRI in August 2011. She is responsible for the PRI’s work in private equity, through which the PRI acts as a global platform to understand and share good practice, develop reporting practices and establish LP-GP alignment on expectations around responsible investment. Before joining the responsible investment industry, Natasha held roles at UBS, the NHS and Simmons & Simmons (Paris). Natasha has an MSc in International Relations from the London School of Economics, a BA in History from University College London and has completed the Oxford Private Equity Programme at the Saïd Business School, University of Oxford.