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Investor Table
Listed Securities

Small & Mid Caps

Monday 16 September 2024
20:00 - 21:30 CET (Online)

Sustainble green building eco friendly building i 2023 04 28 01 21 08 utc

Investor Table
Listed Securities

Small & Mid Caps

Monday 16 September 2024
20:00 - 21:30 CET (Online)

Join us for this interactive session, where we will delve into the world of Small and mid-cap Listed Securities and explore how you can invest in innovation and positive change while maintaining liquidity.

Social enterprises often leverage innovative business models that might take time to validate and grow. According to classic corporate finance theory, going public and having shareholders (investors) who are committed to holding a meaningful position over a long period is advantageous to firms because it can:

  • Offer a shield from short-term pressures coming from a potential decline in share price
  • Improve the firm’s ability to raise downstream capital (equity, debt, and hybrid)
  • Provide a specific price and liquidity to the firm’s stock

During this webinar, you will gain insights from several experts and impact investors with extensive experience in this domain. They will share their strategies for identifying publicly traded small & mid-sized companies that positively impact the world.

Whether you’re new to impact investing or looking to refine your investment approach, we will provide you with new inspiration for using your wealth as a tool for good.

Our speakers

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PYM Ambassador

Investing with family wealth

One of our PYM Ambassadors will share her first-hand experiences of why she has included listed securities in her impact investment portfolio. She will also share how she invests in this asset class via investment funds.

Antonia Saryjiska

Chief Investment Office, Senior Strategist Sustainable and Impact Investing, UBS

Antonia will share how listed securities fit into an impact investment portfolio next to performance-first investments. Moreover, she will discuss why small and midcap companies are particularly interesting to consider (risk, return, impact) and what kind of companies can be found in this investment universe.

Antonia is a sustainable and impact investing strategist at the chief investment office of UBS Global Wealth Management. She leads their impact investing effort and specializes in sustainable investing within alternative investments (including private markets and hedge funds) within the broader sustainable investing team. She is also a Fellow of the UBS Sustainability and Impact Institute.

Antonia has long been passionate about sustainability, having worked for the European Commission on development cooperation, finance, and transition into the Sustainable Development Goals (SDGs). Before UBS, Antonia worked on deal-sourcing for family-driven venture capital investments, led fundraising efforts for an entrepreneurship education foundation, and co-founded a clean tech startup in energy efficiency. In addition, she teaches a course on sustainable finance as part of the third year of the Bachelor in Management program at ESCP Berlin.

Antonia holds an MBA from INSEAD in Singapore and France. She also has a dual Bachelor's degree in Financial Services from the American University of Moscow (Russia) and the University of Westminster (UK) and a Master's in Communications from Vrije Universiteit Brussel (Belgium).

Milan Schut

Fund manager SRI Funds, ASN Impact Investors

Milan will speak about ASN's dedicated impact investment policy, how they select the companies they invest in, and how they decide on their long positions for their different funds. He will share some companies that are part of the ASN Duurzaam Aandelenfonds and the Duurzaam Small & ASN Midcapfonds.

Milan Schut is the fund manager of the SRI Funds and strategies at ASN Impact Investors. Before that, as an analyst for the strategies, he also gained extensive experience in selecting sustainable companies for the ASN Impact Investors investment universe and in collecting and interpreting sustainability data.

Milan studied Economics in Rotterdam and has been working in the financial sector since 2017, including as a financial risk advisor at EY and a portfolio manager at MSF Asset Management.

Erwin Kooij

Portfolio Manager , Danum Ecosystem Fund

Erwin will speak about how investing in listed securities can contribute to developing solutions that halt biodiversity loss.

Erwin founded Danum Advisors in 2014 and is responsible for Portfolio Management of the Danum Ecosystem Fund. He has many years of experience in selecting listed securities for long-only positions before re-launching the Fund with a focus on biodiversity loss.

After studying Economics at the Erasmus University of Rotterdam, Erwin worked at Cyrte Investments, Lucerne Capital Management, and ABN Amro NV.

After the presentations, you will have the opportunity to engage in breakout groups where the speakers will be available to answer your questions.

* The content of this event does not constitute professional and/or financial advice but is intended to give you a flavour of what is out there in this field. 

How to prepare for this webinar.

Are you new(er) to investing and looking for resources to learn more about small & mid-cap listed securities before joining the webinar? These articles and reports will give you a basic understanding of this asset class and how you can make impact through it.

Understanding Small Cap, Mid Cap & Large Cap Stocks

Understanding market capitalization is important because it helps you classify companies into different categories based on size and provides valuable insights into a company's risk profile, growth potential, and returns.

Impact in Public Equities

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Impact investing mainly occurs in private markets. Public equity markets can help scale up Impact investing by virtue of their size and because they provide private impact investors with additional exit options.

Three ways impact investing can help diversify equity portfolios

Three ways

Impact investment funds can be an important source of diversification in an equity portfolio because of their focus on small and mid-caps – and a tendency towards holding over very long time-frames.

What is PYM?

We are an independent foundation and values-driven peer-to-peer community of families, individual private investors, philanthropists, and financial professionals united by our shared commitment to making a positive impact through our investments. 

We believe in the power of money as a force for good. That is why we support wealth holders at the beginning of their impact investment journey, empowering them to invest their capital consciously. You can confidently invest in businesses, directly or through funds, that have a purpose beyond profit and see your investments make a positive difference.

We focus on private investors in the Benelux but welcome everyone who shares our goals to join us.

Contact

Stichting PYM
Amstel 256, 1017 AL Amsterdam
The Netherlands

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