A steering group of representatives from Coady Diemar Partners (Pat Coady), Equilibrium Capital (Dave Chen), The Lyme Timber Company (Peter Stein) and Credit Suisse (Fabian Huwyler/John Tobin) organized a two-day workshop for practitioners to bring together some of the leading players in the transition from donor-driven to investor-driven conservation finance.
The aim of the workshop was to make participants take stock of the field, review and discuss successful conservation finance transactions and innovative transactional structures, and discuss ideas that are scalable and repeatable and that generate returns for investors. The workshop was designed for networking. Some case studies were presented to spark off discussions. The goal was to end the second day with a set of actionable ideas, projects, business models and tasks to move the ball forward on important innovative ideas.
A review of the conference (incl. videos) is available here.
Registration and Buffet Lunch
Welcome and Logistics
Workshop Objectives, Approach and Agenda
Session 1: Some Big Deals and Business Models
Session 2: The Process to Develop A Market - Developing and Applying Conservation Finance Methods
End of Formal Discussions. Relocation to Dinner Place
Dinner at One Market Restaurant
End of Day 1
Coffee and Tea
Session 3: Current World of Institutionalized Investments
Objective to define the term "investment grade" in conservation finance and to learn from the experience of actors that have broken through to institutional capital. Also explore the positioning of conservation finance in the traditional asset class framework.
Session 4: The Unique Role of Foundations in Catalyzing Markets
Objective to explore the full gamut of capital tools (grants > PRI > investment capital) and to challenge the current application of these tools to the transactions and to the development of the markets.
Session 5: Removing Barriers and Moving to Landscape Scale
Objective to identify key barriers that currently prevent the scalability of succesful models and to agree on approaches that can spur major investments.
Wrap Up Session
Moderated Brainstorming Exercise: What is the "great idea" to accelerate the conservation finance market?
The conference organizing team puts a set of next steps on the board and asks for reactions and suggestions.
End of Roundtable. Optional Drinks