Private Equity ESG Webinar

25th April 2024

15:00 BST

Speakers

Rupert Clark-Lowes

Victoria Brown

Lucie Mills

  • Founding Director - Orbis Advisory

    Rupert started Orbis Advisory Ltd in 2018 in order to assist companies to integrate ESG into their core business models, increase climate resilience and make the transition to a low carbon economy. Orbis’ mission is to help businesses put people and planet first and Orbis has over 50 years of corporate experience delivering energy, sustainability, health and well-being services to our clients.

    Rupert has worked in the sustainability industry for 13 years and is passionate about helping businesses achieve increased environmental, social and economic performance.

  • Partner, General Counsel - AnaCap

    Victoria is the is the General Counsel at AnaCap, responsible for all legal, regulatory and compliance related activities across the AnaCap group. She is also responsible for wider operational matters, including the development, implementation, and execution of AnaCap’s ESG and DE&I strategy, policy, and initiatives, as well as HR and training.

  • Partner, Value Creation & ESG - NorthEdge

    With eight years’ experience working in a large private equity backed business, Lucie joined NorthEdge in 2019 to bring her experience of delivering change in a fast growth business to the private equity house itself. As a Partner, Lucie supports NorthEdge portfolio companies to operationalise and deliver their value creation plan; facilitates portfolio connectivity to share learnings, best practice and access to the operating partner network; supports with Investor Relations and fundraising activities; and takes responsibility for ESG – recognising the role it plays in building better businesses and driving long-term value creation. Lucie has supported the business to integrate all aspects of ESG into the value creation plan, supporting NorthEdge and its portfolio to implement initiatives that create positive change and drive long-term value for businesses, people and communities.

    Lucie is also Chair of the BVCA’s Responsible Investment Advisory Group.

  • Sustainability & Communications Manager - Piper PE

    Georgia is Sustainability & Communications Manager at Piper PE, a consumer specialist growth partner with nearly 40 years of investing in British brands. A certified B Corp, they invest in brand legends that make people’s lives healthier, happier, and more fulfilling, while helping them minimise their impact on the environment.

Georgia Jones

Disclosure and transparency are key elements of a value-adding ESG strategy as it builds trust and provides a platform to communicate performance, commitment and ambitions if done well, reducing the potential for greenwashing accusations. Our Index showcases what leading firms disclose about their ESG performance and commitment. In the face of continued, emerging environmental and societal risks and regulations, a strong ESG strategy enables financial organisations not only to manage risk and build resilience, but also to improve financial performance.

These key insights, along with the Index’s top performers, provide a snapshot into what is currently considered best practice and what is required to develop a value-adding ESG strategy.

EVENT HIGHLIGHTS

Why attend

1. Benchmark your progress against industry peers

  • Review your firm's ESG performance against leading industry peers, leveraging the insights from the PE ESG Transparency Index developed.

2. Gain insights from top performers

  • Learn from leaders who have successfully integrated ESG principles into their strategies, driving both financial returns and sustainable impact. By delving into their performance, strategies, and best practices, and ESG transparency.

3. Why and how to begin your ESG Journey

  • Gain invaluable insights into how integrating ESG principles aligns with driving sustainable value creation within the private equity landscape and delve into the intricacies of ESG integration, equipping you with actionable strategies to enhance your firm's environmental and social practices, and financial performance.

Webinar Agenda

1. Presentation of the Private Equity Index by Orbis Advisory CEO & Employees

  • Gain comprehensive insights into the Private Equity Index, presented by industry experts from Orbis Advisory. Explore the methodology, key findings, and implications for PE firms.

2. Guest Discussions from ESG Leaders

  • Engage in enlightening discussions with ESG leaders representing diverse portfolio industries. Learn firsthand from their experiences, challenges, and successes in integrating ESG principles into their investment strategies.

3. Interactive Q&A Session

  • Have the opportunity to ask questions directly to the panel of experts. Take advantage of this opportunity to deepen your understanding of ESG integration, private equity performance, and sustainability practices.

Register for webinar

PE Index Research Overview

ESG Transparency Private Equity Index 2023/24

The report includes:

  • The PE firms’ common strengths and weaknesses.

  • Top 10 PE firms.

  • Case studies into the index’s top performers.

  • Insights about the benefits of ESG for business and advice to firms starting out on their ESG journey.