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:

14:00 – 14:10

WELCOME REMARKS

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

 

14:40 – 15:10

 

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

 

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

15:45 – 16:00

BREAK

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)

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)

17:00 – 17:50

CONSULTATIONS WITH TECHNICAL EXPERTS

-   Breakout room: Fund Strategy & Structuring

-   Breakout room: Core Documentation & Reporting

-   Breakout room: EIF 

17:50 – 18:00

CONCLUDING REMARKS

Daniela CEDOLA, Partner, PwC Luxembourg | BlueInvest

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

Impact Investment Masterclass

Begin: 8/3/2023 9:00 am | End: 8/3/2023 6:00 pm
Format: onsite
Location: Brussels

Date: 08 March 2023

Format: Live event

Venue: Sparks Meeting, Brussels

Address: Rue Ravenstein 60, 1000 Bruxelles, Belgium

AGENDA

09:00 – 09:05 Welcome

IMPACT INVESTING – BLUE ECONOMY CONTEXT

09:05 – 09:35 Demystifying ESG/sustainability/impact terminologies 

09:35 - 10:05 Market and regulatory impact framework overview, including the EU Taxonomy

10:05 – 10:35 Perspectives on Sustainable Blue Finance principles

10:35 – 10:45 Q&A with speakers

DEEP DIVE: TOOLS AND FRAMEWORKS

10:45 – 11:05 The case of the EIB -  Blue Economy Financing

11:05– 11:25 BREAK

11:25 – 11:50 EIF Impact management framework

11:50 – 12:30 EIF Climate Action & Environmental Sustainability framework

12:30 – 13:30 NETWORKING LUNCH

SFDR, REPORTING AND MONITORING

13:30– 14:30 Regulatory and Compliance Framework for SFDR Art 8 & 9 Fund

                      Reporting and monitoring: what to measure, how to ensure data quality, what to report and how

PRACTITIONER PANEL & CASE STUDIES

14:30 – 15:30 Bringing impact to life: real cases

15:30 – 15:45 CONCLUSIONS OF THE DAY

16:00 – 18:00 NETWORKING DRINKS & MATCHMAKING

BlueInvest E-Pitching Session | Algae | 11 October 2023

11/10/2023
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest Thematic Workshop for Blue Renewable Energy

26/10/2023
Marking: BlueInvest Event
Format: onsite
Location: The Hague, Netherlands

BlueInvest Thematic Workshop for the Black Sea

22/11 - 23/11/2023
Marking: BlueInvest Event
Format: onsite
Location: Bucharest, Romania

High-Tech Summit for the Black Sea

27/9 - 28/9/2022
Marking: External Event
Format: hybrid
Location: Varna, Bulgaria

BlueInvest for the Baltic

13/10/2022
Marking: BlueInvest Event
Format: hybrid
Location: Hamburg, Germany

BlueInvest Investors Workshop @ BlueFIN

19/10/2022
Marking: BlueInvest Event
Format: hybrid
Location: Barcelona, Spain

BlueInvest E-Pitching Session | 30 Nov 2022

30/11/2022
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest Webinar on the Atlantic Sea Basin

16/2/2023
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest Day 2023

9/3/2023
Marking: BlueInvest Event
Format: hybrid
Location: Royal Library of Belgium

BlueInvest E-Pitching Session | Green Shipping, Ship Building and Refit | 23 Mar 2023

23/3/2023
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest Thematic Workshop @WindEurope

26/4/2023
Marking: BlueInvest Event
Format: hybrid
Location: Copenhagen, Denmark

BlueInvest E-Pitching Session | Aquaculture | 04 May 2023

4/5/2023
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest @ Sustainable Investor Summit

16/5/2023
Marking: BlueInvest Event
Format: onsite
Location: Frankfurt, Germany

BlueInvest Webinar on the Arctic Sea Basin

29/6/2023
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest E-Pitching Session | 06 Jul 2023

6/7/2023
Marking: BlueInvest Event
Format: online
Location: Online

BlueInvest Thematic Workshop on Sustainable Aquaculture

19/9/2023
Marking: BlueInvest Event
Format: onsite
Location: Messe Wien, Vienna, Austria