What is Investor Capacity Building for the Blue Economy?
The blue economy sector has a potential that is estimated to reach $3 trillion revenue and 200 million jobs globally by 2030. Through a series of four highly structured trainings, this capacity building programme will assist you in your journey of engagement with different blue economy sectors, from discovering new sustainable technologies with high market potential to developing your investment strategies and launching your blue economy dedicated funds.
Four trainings dedicated to investors
Session #1: Discovering Blue Economy Investment Opportunities (09 November 2022)
- Learn about emerging and sustainable technologies with high market potential across a range of blue economy sectors
- Gain insights on the main financing actors of the blue economy and the role of InvestEU and other sources of capital in financing the sector's future
Session #2: Impact Investing Masterclass (08 March 2023)
- Get familiar with important tools and frameworks to build an impactful and sustainable portfolio in the blue economy
- Ensure that your fund has a sound impact reporting and monitoring approach in place
Session #3: Unpacking Investment Mechanisms in the Blue Economy (15 June 2023)
- Learn how to design dedicated blue funds and explore successful blue fund case studies with industry experts
- Leave the training with a better sense of investment instruments and de-risking approaches that can make sense for your blue economy investments
Session #4: Prototyping and Positioning for Blue Economy Funds (14 September 2023)
- Fine-tune your fund proposal and obtain a better sense of what is needed to convince investors to support your proposal
- Become better acquainted with practical pitching and negotiation skills needed to successfully raise a fund
Interested? Join the BlueInvest Community and register to our upcoming training sessions. Reach out to us at lu-blueinvest@pwc.lu for any questions. Please be aware that the exact agenda for each session may be subject to change in the coming weeks.
Prototyping and Positioning for Blue Economy Funds | 14 September 2023
Date: 14 September
Format: Online
This session will unpack key aspects to assist those fund managers in the process of setting up blue economy funds in fine-tuning their proposals and having a better sense of what is needed to convince investors to support their proposals.
Indicative agenda:
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14:00 – 14:10 |
WELCOME REMARKS |
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14:10 – 14:40 |
FUND STRATEGY – HOW TO ENSURE OPTIMAL POSITIONING - Target sectors - Geographical priorities - Maturity stage of investees - Definition of business focus Magali ROUSSELOT, Investment Director, Mirova Natural Capital |
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14:40 – 15:10
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FUND MANAGEMENT COMPANY, FUND STRUCTURING AND COMPANY DESIGN - Maturity of fund setup and choice of investment vehicle - Key aspects related to operations of the fund - Overall fund management company desgin Frederic VONNER, Partner - Sustainability and Sustainable Finance, PwC Luxembourg Aleise PARISET, Senior Manager - Regulatory and Compliance Advisory Services, PwC Luxembourg |
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15:10 – 15:45 |
CORE DOCUMENTATION & REPORTING MATERIAL - Presentation & teasers – key information to convey - Preparing the Information memorandum - Anticipating Impact Reporting Martin POULSEN, Managing Director, Acacia Sustainable Business Advisors Charley CLARKE, Independent Impact Manager Advisor, Impact Solutions |
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15:45 – 16:00 |
BREAK |
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16:00 – 16:30 |
BEING READY FOR INVESTOR DUE DILIGENCE - Preparing for and managing Investor DD - Guidance on EIF application - Specific conditions related to the Blue Economy Mandate Adelaide CRACCO, Head of Climate & Environmental Impact Investments, European Investment Fund (EIF) |
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16:30 – 17:00 |
LEGAL TERMS AND CONDITIONS AND BEST PRACTICES - EIF specific commercial aspects - EIF specific legal matters related to the Blue Economy Mandate - Best practices identified by EIF Raluca DEACONU, Head of Life Sciences and Impact, Legal Services, European Investment Fund (EIF) |
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17:00 – 17:50 |
CONSULTATIONS WITH TECHNICAL EXPERTS - Breakout room: Fund Strategy & Structuring - Breakout room: Core Documentation & Reporting - Breakout room: EIF |
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17:50 – 18:00 |
CONCLUDING REMARKS Daniela CEDOLA, Partner, PwC Luxembourg | BlueInvest |
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Register below by clicking on the session page.
Not a community member? You have the option to register here through WebEx.
Upcoming capacity building sessions
Date: 15 June 2023 Format: online on the BlueInvest Community platform Indicative Agenda: TIME PROGRAMME 14:00 – 14:10 WELCOME 14:10 – 14:35 OVERVIEW OF EXISTING FINANCIAL MECHANISMS AND HOW TO FINANCE INNOVATION IN THE BLUE ECONOMY 14:35 – 15:20 ALTERNATIVE BLUE AND GREEN INVESTMENTS A Panel Discussion exploring innovative products including blue bonds, blue credits and new green alternatives 15:20 – 15:35 CASE STUDY: IMPLEMENTING BLUE BONDS 15:35 – 15:45 BREAK 16:10 – 16:40 THE LANDSCAPE OF BLUE ECONOMY FUNDS · Key considerations · Returns and results (ROI, IRR & exits) 16:40 – 17:00 DE-RISKING MECHANISMS FOR BLUE FUNDS · Scientific input into investment assessments · Diversification of portfolio 17:00 – 17:20 BLENDED FINANCIAL APPROACH 17:20 – 17:50 CASE STUDY: BLENDED FINANCE FIRESIDE CHAT WITH INVESTEU 17:40 – 17:50 SETTING THE SCENE FOR ICB IV Designing blue economy funds and key considerations for EIF when evaluating a fund proposal 17:50 – 18:00 CONCLUDING REMARKS 
Unpacking Investment Mechanisms in the Blue Economy
Upcoming Events
Past Events
High-Tech Summit for the Black Sea
BlueInvest for the Baltic
BlueInvest Investors Workshop @ BlueFIN
BlueInvest E-Pitching Session | 30 Nov 2022
BlueInvest Webinar on the Atlantic Sea Basin
BlueInvest Day 2023
BlueInvest E-Pitching Session | Green Shipping, Ship Building and Refit | 23 Mar 2023
BlueInvest Thematic Workshop @WindEurope
BlueInvest E-Pitching Session | Aquaculture | 04 May 2023
BlueInvest @ Sustainable Investor Summit
BlueInvest Webinar on the Arctic Sea Basin
BlueInvest E-Pitching Session | 06 Jul 2023
BlueInvest Thematic Workshop on Sustainable Aquaculture
