- 4.7 Instructor Rating
- 9 Courses
Enhancing your investment portfolio and client conversation
Socially Responsible Investment and Corporate Social Responsibility have gained more attention in recent years. As more corporate and accounting scandals are exposed, calls for better corporate governance and responsible business practices also grow louder.
Investors have also become more educated and sophisticated, hence, there is increased demand for investments that reflect their values be it from a religious, moral, environmental or social standpoint.
When is it good business practice to invest for social good? What are the most innovative and effective business strategies for bringing about positive social impact?
By gaining an overview of the current landscape of impact investing in this training course, you will learn how you can play a role in the emerging sector. You will also have a deep understanding of the subject by analysing the range of investing and funding approaches used by impact investors.
Chairman and Founder, TBLI Group, Member of Advisory Council, Wealth and Society
Robert Rubinstein, chairman and founder of TBLI (Triple Bottom Line Investing) Group, has been instrumental in building the environmental, social, and governance (ESG) and impact investing ecosystem, even before these terms were coined. He taught courses in sustainable finance at the Rotterdam School of Management from 2003-2006, and delivered numerous lectures at international business schools and universities throughout his career. TBLI is a leading global ESG/impact investing network that has been educating, advising and connecting investors for 25 years.
Reclaim Finance and more than 15 NGOs launch the “Oil and Gas Policy Tracker” (OGPT). The tool is the first of its kind: it assesses in great detail the oil and gas exclusion policies (or lack thereof) of the 150 biggest financial institutions worldwide.
Ripple, one of the leading enterprise blockchain and crypto solutions announced its commitment of $100 million to carbon markets. The funding will accelerate carbon removal activity and help modernise carbon markets through investments in innovative carbon removal companies and climate-focused fintechs.
A whitepaper just released by Honghu Best Global Family Office and The Asian Banker, "Global Family Office and Wealth Management Best Practices 2021 - Global Perspectives, Chinese Flair" reveals that succession planning is critical to intergenerational wealth transfer. However, most families do not prepare or plan for a smooth transition, leading to the partial or even full loss of wealth or family values that need to be passed on.
Research Director, TABInsights
Christian Kapfter is managing director of TAB Insights, the research arm of The Asian Banker and TAB Global. He has been the head of the Excellence in Retail Banking programme since 2008. TAB Insights, which has developed a rich repository of the data on the global digital banking industry, publishes the annual Digital Banking Ranking, the key findings of which will be shared in this programme. Christian also provides banks with internal benchmarking consulting services and help with their vendor selection exercises.
Other subject matter specialists are brought into the programme from time to time to tap their respective areas of specialty.
Chief Digital & Technology Officer, Partner, & Advisor
Axel Winter is a highly experienced technology leader with strong hands-on experiences in the banking, retail and start-up worlds. He was previously Global Head of Enterprise Architecture & Technology Strategy for Standard Chartered Bank and had similar roles at GE Money and Cisco Systems. He is currently the Chief Digital Officer for a luxury mall operator and advises start-ups in asset tokenization and eCommerce. His expertise in technology infrastructure for banks and large businesses makes him a valuable contributor.
Chairman, Wealth and Society
Gordian Gaeta has been an investment consultant for more than 25 years. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues. He is currently the principal of Leopard Capital. As chairman, he convenes the advisory boards in their core function of validating the matrices used in the programmes ratings, rankings and awards to ensure that they are conducted in a professional, impartial and accountable manner.
Former International head of retail banking and Board Member
Wilson Chia is one of the most experienced digital bankers in the world with over 30 years as a career banker, mostly with Standard Chartered Bank in international positions. He currently advises CEOs of leading banks in emerging markets on digitalising traditional business lines. His strong financial background and expertise in balance sheet, funding, and product disciplines make him a valuable contributor to the program's operational areas.
Expert in SME Banking, Credit and Risk Management
Advisor, Excellence in Retail Financial Services Awards Programme, The Asian Banker
Andrew McRobert is a credit and risk management specialist in development, commercial and SME banking. He currently runs a training and consulting firm in SME and small business banking. He started his banking career in Citicorp and has also held various positions in commercial banking. Andrew had also worked in corporate finance at Price Waterhouse in Jakarta, Indonesia and has undertaken credit, problem loans and risk management assignments for the Asian Development Bank, IFC, African Development Bank and others. He has designed, written and presented financial markets seminars in nearly 30 countries in the Asia-Pacific, Middle East and African markets.
Founder, TAB Global
Emmanuel Daniel is the founder of TAB Global which includes The Asian Banker, Wealth & Society, RadioFinance, The Banking Academy and The Skill Store. He is an award-winning writer and author with a background in management consulting. He previously served in several government advisory councils, interviewed some of the leading chairmen, chief executive officers, policy makers and entrepreneurs around the world and currently consults with banks on investor, media relations and strategy formulation. His recent book, The Great Transition - The personalization of Finance is Here, was published in September 2022.
Chairman and Founder, Triple Bottom Line Investing (TBLI) Group
Member of Advisory Council, Wealth and Society
Robert Rubinstein, chairman and founder of TBLI Group, has been instrumental in building the environmental, social, and governance (ESG) and impact investing ecosystem, even before these terms were coined. He taught courses in sustainable finance at the Rotterdam School of Management from 2003-2006, and delivered numerous lectures at international business schools and universities throughout his career.
TBLI is a leading global ESG/impact investing network that has been educating, advising and connecting investors for 25 years.
Mr. David Gyori is a globally renowned fintech consultant, trainer, author and keynote speaker. He is the chief exefcutive officer of Banking Reports based in London and is a founding member of the World FinTech Association. Gyori is a faculty member of the Retail Banking Academy, one of the most prestigious banker-training facilities.
Founder and CEO, Alliance of Digital Finance Associations
Sarah has over 23 years’ experience, forming associations, networks, and communities, fostering forming strategic partnerships and collaborations, and leading continuous professional development. As the Founder and CEO of the Alliance of Digital Finance Associations (AllianceDFA), she is deeply passionate about and specializes in emphasizing the significance of networks, sharing knowledge, developing best practices, and fostering collaborative efforts to bring about innovation, efficiency, and social impact. Corley has fostered the formation of almost 20 digital finance/fintech associations across Africa and Asia and has created an Accelerator Program to promote their continual growth, maximise their impact, and ensure long-term sustainability.
EVP,WeBank
Joe Chen is currently the Executive Vice President (EVP) of WeBank. Founding member of WeBank (since April 2014), Chen is responsible for bank’s strategy, new business incubation and development including wealth management, Auto finance, SME lending, virtual credit card) and international partnerships. Head - Financial Market and FI division (since 2020), Chen is responsible for WeBank’s financial assets management, FICC, asset backed securitization and inter FI business. Partner (FIG) McKinsey Company 2005-2014 Chicago, Hong Kong, Taipei)
Managing Director, Financial Crime End to End Program, Standard Chartered Bank
Arjun Chib has over two decades of experience with Citi, ABN and SCB handling all Retail, BB and Wealth Products across Ops, technology, financial crime, risk, governance, digital, transformation, data standards and client journey. A thought leader with a proven track record in leading large scale transformation programs, new business growth, product and platform buildout and digitization. His core expertise lies in fostering collaboration within multicultural operations teams, often comprising close to 1000 members. Chib excels in leading significant transformations, guiding the transition from manual to digital operations, and creating seamless greenfield end-to-end digital client journeys.
CSO, Head of Strategy, Toss Bank
Mr. Kim started his career at MBC, Munhwa Broadcasting Corporation, after graduating from Yonsei University. He was a founding member of POOQ, an OTT service joint venture among the national broadcasting networks. During his career at MBC, he also founded another JV called SMR, which expanded the networks’ business into online video advertising. Mr. Kim then studied MBA at Columbia University. He joined Amazon.com as a senior product manager for Prime membership. There he led various projects including launching new Prime benefits and managed Prime price increases in US and EU. He conducted M&A deals and partnerships at SK telecom.