M&A & PE Forum: The evaluation of companies’ sustainability practices

The evaluation of companies’ sustainability practices by RobecoSAM

Whether you want to grow, sell, buy or prepare your company for a possible IPO we all face major sustainability hurdles. Companies and investors struggle with the increase of demand of (sustainability) KPIs by their shareholders and stakeholders. Let alone the active ownership and engagement of these KPIs. Our special guest is Robert Dornau from RobecoSAM*. Robert will share the expertise of RobecoSAM: The Corporate Sustainability Assessment (CSA). The CSA is an annual assessment carried out by RobecoSam at 4.500 companies around the world. The CSA focuses on criteria that are both industry-specific and financially material, and has been doing so since 1999. 

Why is ABN AMRO working with the CSA?
Tjeerd Krumpelman, Global head of advisory, reporting & engagement at ABN AMRO will outline why ABN AMRO is using the CSA methodology, how it contributed to the IPO of ABN AMRO exactly 4 years ago and what investors and corporates can learn from this methodology.

Insights from a LP and former GP
Xenia Loos, managing director at XS Investments. Xenia has a successful private markets’ fundraising track record spanning over a decade and also worked for AAC Capital where she built AAC Capital’s investor relations program. Xenia has gained experience in fundraising as a GP and LP and therefore an asset for this panel discussion. 

Speakers and panelmembers

Robert Dornau, Director, Senior Manager Sustainabillity Services, RobecoSAM, Zürich, Switzerland (speaker and panel member)
Robert joined RobecoSAM’s ESG Benchmarking Team in February 2014. Before that Robert worked in
different roles in climate change and sustainability, including Vice President, Global Head Climate
Change Service at technical verification and inspection firm SGS, Deputy to the CEO of the International
Emissions Trading Association, Consultant to the World Bank as Conference Director for Carbon Expo.
Robert is a regular speaker and chair at workshops, webinars and international conferences. He holds a
Master in Economics from the University of Konstanz, Germany and a BSC (hons) in Digital Technology,
Design and Innovation Management from the Dublin Institute of Technology.
 

Tjeerd Krumpelman, Global head of advisory, reporting & engagement at ABN AMRO (speaker and panelmember)
Tjeerd started as a private banker and investment advisor, later on Head of Investment team and Director of Preferred Banking. As global head advisory, reporting & engagement at ABN AMRO his team offer advise on developing and implementing sustainability strategy within business lines of the bank, they manage the relationships with key-stakeholder groups and we report and communicate on our progress on sustainability through the integrated report and by particpating in various benchmarks.

Xenia Loos, managing director at XS Investments (panelmember)
Xenia joined the firm in September 2018. Xenia has a successful private markets’ fundraising track record spanning over a decade. As an in-house fundraising and investor engagement professional, she was responsible for global coverage of institutional investors, including for primary fund investments, co-investments and secondaries across multiple investment strategies in growth and developed markets, including impact investing. Xenia started her private equity career at AAC Capital, a leading Benelux mid-market buyout firm, where she built AAC Capital’s investor relations program. Most recently, Xenia was Director Fundraising at LeapFrog Investments, a specialist private equity investor across high growth markets in Africa and Asia. A pioneer in impact investing, LeapFrog provides growth capital and operational expertise to purpose-driven businesses that focus on emerging consumers.

Gaike Dalenoord, Partner Corporate M&A & Private Equity at NautaDutilh (moderator)
Gaike specialises in corporate and securities law, with a particular focus on domestic and international private equity. He has wide experience in cross-border mergers, acquisitions, capital markets and restructuring transactions, acting for corporate clients and private equity sponsors in particular. Gaike will be moderating the M&A & PE Forum. 

About the M&A & PE Forum 2019

The M&A Community is the platform for professionals working in M&A, Corporate Finance, Private Equity and Venture Capital. The M&A Community is organizing The Private Equity Forum on November 21 for private equity investors and M&A Advisors in the Netherlands. This topic is also excellent for corporates. We expect 130 guests. Location: NautaDutilh in Amsterdam.

Program Private Equity & M&A Forum 2019

15.30    Welcome guests Round Tables and pitches
16.00     Start Round Tables:
– Round table with nominated Best Young M&A Lawyers (invitation only)
– Round table with nominated Best Young M&A Advisors (invitation only)
– Round table with nominated Best Young Private Equity Managers (invitation only)
– Pitches with nominated Best Small Cap Deals (invitation only)**
– Round table (invitation only)
17.30    Welcome guests Masterclass
18.15    Start Masterclass ‘The evaluation of companies’ sustainability practices.’ 
19.15    Networking drinks

Bezoek alle M&A Fora, krijg toegang tot M&A Database en ontvang M&A Magazine

De M&A Community is hét platform voor professionals werkzaam in M&A, Corporate Finance en Private Equity. Alleen met de juiste kennis en beste contacten worden de mooiste deals gesloten. Daarom krijgen leden uitnodigingen voor de M&A Fora met Masterclasses, het Private Equity Summit en het Corporate Growth Summit. Leden hebben gratis toegang tot de unieke M&A Database & Leaguetables en M&A Insight. Leden ontvangen het M&A Magazine en een professioneel profiel wordt gepubliceerd in de Top 1000 Dealmakers. Word dus lid. De investering bedraagt slechts 845 euro Ex. BTW per jaar. Leden hebben meer kennis en doen meer deals.

Een lidmaatschap van de M&A Community is voorbehouden aan M&A professionals, investment bankers, corporate finance adviseurs, private equity en venture capital investeerders en professionals werkzaam bij (large) corporates actief in M&A zoals M&A Directors, Corporate Development Directors, CFO’s, General Counsel en CEO’s. Word hier lid van de M&A Community.

Hosting partner: 

*About RobecoSAM
RobecoSAM is an investment specialist focused exclusively on Sustainable Investing. To this end, they offer a comprehensive palette of products including in-house asset management, sustainability indices, corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions. Visit RobecoSAM. 

”At AXA we believe high performance in the CSA is a good proxy for advanced sustainability practices, which translates into better awareness of long-term risks and opportunities. In a nutshell: the CSA makes us a better company for all stakeholder" 
Christian Thimann, Member of AXA Group’s Executive Committee and Group Head of Strategy, Sustainability & Public Affairs