#FINANCEFORFUTURE
How ESG regulation impacts debt funds
06/13/2022
Our ETAGE 15 format picks up topics at the crossroad of regulation, legal and actual market practice and fosters interdisciplinary engagement with ongoing developments and future challenges. While the topic of ESG has evolved from groundbreaking to early adopter stage for the regulated banking industry (largely due to regulation), it still has some miles to go before reaching the tipping point. Similarly fund and asset managers of private debt strategies face the dynamisms of change, less directly from regulators, but nonetheless forcefully by growing expectations of their (institutional) investor base. However, regulators are catching up with debt funds’ regulations aiming for ESG transparency, reporting and risk management. Market standards for debt documentation are integrating ESG aspects (with some variety) and develop a driving force for asset managers wanting to maintain their assets more liquid. At our recent ETAGE 15, experts from diverse backgrounds – ESG KPI advisory, regulatory lawyers, debt fund manager and credit transaction lawyers to name a few – came together just before Super Return 2022 started in Berlin to shed some light at this crossroad and the future of private debt funds. On June 13, 2022, 5:00pm to 7:30pm, this ETAGE 15 took place at Studio 14 – rbb roof top lounge in Masurenallee 20, 14057 Berlin followed by networking on a spectacular rooftop terrace. This event also was streamed live.
5:00pm
Keynote
5:10pm – 5:40pm
The supervisors perspective: Applying the same standards as for banks? – Debt Funds between AIFM and Banking ESG Regulation
DR. LARS RÖH, lindenpartners
DR. NINA SCHERBER, lindenpartners
5:40pm – 6:00pm
It’s all about data and metrics – Best practices for collecting and scoring of ESG KPIs
MICHA VAN DEN BOOGERD, TAUW Group, Director Transactions and Responsible Investment Services
Mr. van den Boogerd has a background in environmental science and sustainability and over 20 years of experience in those fields. He combines his environmental background with an understanding of business and regulatory needs to support clients on M&A and investment decisions. As the Director of Transactions and Responsible Investment Services for TAUW Group, Mr. van den Boogerd is responsible for ESG and due diligence services across Europe.
6:00pm
Coffee/Tea Break
6:30pm – 7:00pm
ESG in private debt issuance – documentation standards today and the road ahead
MICHAEL KOHL, lindenpartners
DR. ANGELA KEREK, Morrison & Foerster
Dr. Angela Kerek is a fellow partner for finance at Morrison & Foerster in Berlin. As part of the ESG practice group at her firm, Angela is focusing on sustainable finance instruments in loans and bonds and on venture financing of start-ups with sustainable business models. Angela is a former tennis professional and author of the book Winning Inside, translating mental strength methods of professional athletes into the business environment. Angela is involved in employee health initiatives and in this role she deeply cares about connecting the S and the E in the bigger ESG scheme of things, i.e. the connection of peoples’ mindsets with tackling environmental challenges.
7:00pm – 7:30pm
Debt Funds on a transition path – bridging supply from debt issuers and ESG requirements of investors
DR. SVEN JANSSEN, Tradition Meets Future (TMF Growth)
Dr. Sven Janssen is CEO and founding partner of Tradition Meets Future (TMF Growth), a Berlin-based investment firm specialised in venture debt financing for European tech-enabled growth companies. Sven began his banking career in 1999, initially focusing on M&A and subsequently equity and debt capital markets financing for SMEs. Among others, he worked for the family-owned banks Metzler, Sal. Oppenheim and Oddo and was a board member of an ESMA-regulated credit rating agency, where he was also in charge of developing the ESG business. He has been a non-executive board member to several companies and is very passionate about building bridges between established family businesses and innovative start-ups. Sven is a guest lecturer at various universities and a regular contributor to the media. Sven studied economics and political science at universities in France, Germany, the UK and the USA and completed a doctorate in finance and banking at the School of Management of the University of Bath (UK) on the topic of „British and German Banking Strategies“.
From 7:30pm
Rooftop Networking with Drinks and Music
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