This Course is For:
Private Wealth
Private wealth managers and advisors- especially those covering NextGen clients
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Family Offices
Family office CIOs and investment teams as well as Principals who want to learn more.
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Finance Professionals
Financial professionals interested to pivot their careers.
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Pivoters
Those who want to understand the basics of sustainable finance from an investor's perspective.
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Curriculum
Mode of Learning
Learn about the ins and outs of this exciting and impactful thematic.
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On-demand video lesson:
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This course is divided into these main Topic areas:
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Topic 1: Introduction to the course & your instructors
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Topic 2: NbS Basics
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Definitions
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The Why of NbS
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The Current State of NbS
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Challenges of NbS
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NbS Guiding Framework
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Framing the Theme of NbS
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From An Expert
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Topic 3: The Asian Context of NbS
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Depletion of Natural Capital
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Opportunities
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Investment Areas of NbS
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Topic 4: Investment Areas of NbS
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Main Strategies of NbS
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Asset Classes
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Returns
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Transaction Size
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Time Horizon
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Topic 5: NbS Players in Asia
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Typical NbS Investor Profile
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Who is Active in NbS in Asia?
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Key Resources and Summary
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Case Studies/Features of Different Investor Perspectives
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Case Study 1: ADM Capital
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Case Study 2: Blue Finance
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Case Study 3: Silverstrand
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There will be an assessment to complete after the course videos.
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On-demand video
Length
On-demand video lesson: 60 minutes
Your Instructors
Katy Yung
Katy is Managing Partner at HK-based Sustainable Finance Initiative (SFi), advising and supporting family offices and investors on their sustainable and impact journeys.
Katy has served as Director of Investment at RS Group, a HK-based impact investor since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. In this role, she was actively involved in designing impact and climate change strategies and implementation across asset classes (utilizing both investment and philanthropic capital). Katy remains as consultant to RS Group.
Katy is formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited and a member of the Global Shapers Community, an initiative of the World Economic Forum. She graduated from Duke University in North Carolina with a BA in Economics and a minor on Comparative Area Studies.
Francesco Stadler
Francesco is a sustainable finance professional with over 6 years of experience in impact investing in Europe and Asia. He is a Director of Impact Funds & Ventures at the Sustainable Finance initiative in Hong Kong, where he focuses primarily on venture capital and venture investments. Prior to that, he was with a Swiss-based impact asset manager where he gained experience in private debt and public-private partnership solutions across the microfinance, sustainable agriculture, and energy sectors. He is a certified ESG Analyst and sustainability professional.
Guest Speakers
Lisa Genasci
Managing Director,
Sustainable Finance,
ADM Capital
Jose Luis Sanchez
Director of New Business Development,
Asia Pacific
Blue Finance
Rachel Lim
Impact Investment Analyst,
Silverstrand Capital