Year 2018, 3 - 4 October

headline closing the gap

Take action and join us in making an impact.

Developing countries face an alarming annual investment gap of USD 2.5 trillion in the key sustainable development sectors. Total investment needs in developing countries are estimated between USD 3.3 trillion to USD 4.5 trillion a year, mainly in the areas of food security, climate change mitigation and adaption, health, education and basic infrastructure. Although it almost seems impossible, bridging this gap is achievable through increased private sector investments. While global leadership and national policies will contribute to increase private investments, providing sustainable and scalable solutions is crucial to close this gap.

Today’s ideas and decisions shape our future. As BlueOrchard is always looking for new ways to create a positive impact, we have decided to initiate the BlueOrchard Impact Summit. This forward-thinking event will allow global leaders, key decision makers and academics to come together in an intimate environment to find ways to unlock the resources required to achieve the new development agenda by 2030.

This summit will focus on how investments in Inclusive Growth, Climate Change, Education and Sustainable Infrastructure can contribute to closing this gap. The event will be purely factual, non-political and non-commercial.


Please find hereafter the links to our BlueOrchard Impact Summit White Paper and Press Release which synthesize the experience, expertise, and contributions of the summit’s speakers and attendees.

White Paper Press Release

Why impact investing

Rooted in a paradigm shift, impact investing is revolutionizing how we view investments and development by proving that profit and positive social impact can go hand in hand. As a rapidly growing asset class, impact investing taps into new sources of capital, unlocking the potential to solve today’s most difficult economic, social, and environmental issues.


Inclusive Growth

Inclusive Growth - Notwithstanding considerable global efforts, inequality is still on the rise. Not only in terms of income. Inequality is present in just about every area, whether it be education, life expectancy or employment prospects. Regrettably, the life of many people is still determined by their socio-economic status, wealth, gender or environment, rather than inner potential. While income inequality between countries has been partially reducing, inequality within countries continues to increase.

Since 1990, extreme poverty rates have been cut in half. Despite these tremendous achievements, 800 million people still live on less than USD 1.90 a day, most of them in small, fragile and conflict-affected countries, mainly in Southern Asia and sub-Saharan Africa. An additional estimated 2 billion individuals are classified as living in moderate poverty, being financially and socially excluded. An inclusive financial system, where all members of society have access to financial services, is essential for shared prosperity and inclusive growth. Financial inclusion fosters entrepreneurship and job creation, and gives individuals the tools to improve their livelihoods on a plethora of levels – financial security, health, education, and more. Unless the underlying inequality of opportunities is addressed, income inequality cannot be tackled effectively.


Climate Change

Climate Change - Among today’s most challenging issues, climate change represents a serious threat. Its effects significantly impact national economies and the lives of people and communities in every country across the globe. Damages caused today will be even worse tomorrow. Failing to adapt to climate change could erode decades of progress and cause further millions of people to fall into poverty.

Impacts of climate change include varying weather patterns, rising sea levels, and extreme weather events. The economic cost of weather related events presents a huge financial burden, especially for the world’s poorest. Low income households are the most vulnerable to these events as they have few tools to manage risk or savings to fall back on. Consequently, when faced with extreme weather fluctuations such as droughts, floods or storms, these households may be forced to resort to desperate coping strategies such as selling assets, reducing food consumption, taking children out of school or even migration.

Affordable, scalable and innovative climate solutions need to be available and accessible to help vulnerable populations cope with extreme weather events and facilitate countries the creation of cleaner and more resilient economies. Awareness is increasing and more and more people are choosing renewable energies and alike. Climate change, however, is also a global challenge that requires coordination and cooperation at an international level.



Education - Poverty and education are inextricably linked, as children and youth living in poverty cannot afford or even may stop going to school so they can work, leaving them without the literacy and numeracy skills they need to grow out of poverty. Despite the efforts made in the past, low quality and limited availability of education is still a commonplace in many emerging and frontier markets. Therefore, ensuring access to quality education is the basis to improve people’s lives and create sustainable development.

Today, more than 100 million youth still lack basic literacy skills, and of these more than 60% are women. Enrolment in primary education has increased significantly in developing countries, yet close to 60% of children are not in school and more than 50% of these children live in sub-Saharan Africa. Public education sectors cannot address this need alone.


Sustainable Infrastructure

Sustainable Infrastructure - Sustainable development cannot be achieved without investments in infrastructure, such as transportation, energy and information as well as communication technology. Infrastructure is a key pillar of development, a synonym of competitiveness, economic boost, and social integration.

As populations and economies expand, demand for infrastructure increases. Today, we have the unique opportunity and tools to start building sustainable and climate smart infrastructure that are robust and resilient to deliver inclusive economic growth and reduce the risk of climate change.



Global institutional and private investors such as pension funds, banks, insurances as well as high net worth individuals, family offices and foundations.


Representatives from the public sectors, such as development finance institutions and governments.


Celebrity activists as well as academics and opinion leaders.

headline speakers

As of today, we are delighted to welcome the following thought leaders as key speakers at the first BlueOrchard Impact Summit:

Ken Bugul portrait

Ken Bugul (Mariètou Mbaye Biléoma)


Ken Bugul is the pen name of Mariètou Mbaye. She is considered one of the most brilliant writers in Senegalese and French of these past decades. She is the author of five subsequent books, among them Riwan ou le Chemin de Sable for which she was awarded the Grand prix littéraire d'Afrique noire. Ken Bugul is also the former head of the African region section of the International Planned Parenthood Federation.

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Boris Collardi portrait

Boris Collardi

Partner Pictet Group

Boris F. J. Collardi is a member of the board of Partners of Pictet Group, co-responsible for Pictet’s global wealth management business. From 2009 to 2017 Boris Collardi was Chief Executive Officer of Bank Julius Baer & Co. Ltd. and Julius Baer Group Ltd. Prior to that, Boris Collardi gained extensive leadership experience during his 12 years at Credit Suisse both in Europe and Asia. Boris Collardi also serves on the board of various foundations, association and academic institutions worldwide.

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Hernando de Soto portrait

Hernando de Soto


Hernando de Soto is currently President of the Institute for Liberty and Democracy (ILD) an internationally recognized think tank headquartered in Lima, Peru – considered by The Economist as one of the two most important think tanks in the world. ILD is committed to helping governments in developing countries implement property rights reforms that provide the legal tools and institutions required for all citizens to participate in the formal national and global economy and to pull themselves out of poverty. Mr de Soto was named one of the leading innovators in the world by Time and Forbes magazines.

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Iqbal Khan portrait

Iqbal Khan

CEO International Wealth Management Credit Suisse

Iqbal Khan is a member of the Executive Board of Credit Suisse Group AG and the Chief Executive Officer of International Wealth Management, which comprises the businesses in EMEA and Latin America as well as global Asset Management.
Iqbal Khan was the Chief Financial Officer of Private Banking & Wealth Management from 2013 to 2015. Prior to joining Credit Suisse in June 2013, he was the Managing Partner of Assurance Financial Services Switzerland and a member of the Swiss Management Committee of Ernst & Young.

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Urs Wietlisbach portrait

Urs Wietlisbach

Co-Founder, Partner and Member of the Board of Directors of Partners Group

Urs Wietlisbach co-founded Partners Group in 1996. In his current role, he is a member of Partners Group Holding AG’s Board of Directors and Chairman of its Markets Committee, which oversees the firm's global client activities. Urs Wietlisbach is also a member of the Board's Strategy Committee, and takes responsibility for PG Impact Investments Foundation, a foundation that focuses on impact investing globally.

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Karin Finkelstone portrait

Karin Finkelstone

Vice President, Partnerships, Communication, and Outreach at International Finance Corporation

Ms. Finkelston’s career at the World Bank Group includes leadership positions at IFC and the Multilateral Investment Guarantee Agency (MIGA) in which she led investment and guarantee businesses, and managed relationships with key clients and partners across the world. She was based in Asia for more than 17 years. Ms. Finkelston rejoined IFC in July 2017, after serving as MIGA’s Vice President and Chief Operating Officer for two years. At MIGA – the  political-risk insurance and credit-enhancement arm of the World Bank  Group – she helped the agency deliver record performance, with the guarantee business growing over 70 percent. Ms. Finkelston spent much of her career leading IFC’s investment and advisory business in Asia, most recently as IFC’s Vice President for Asia Pacific, from 2011 to 2013.

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Tadashi Maeda portrait

Tadashi Maeda

Governor and Representative Director JBIC

Tadashi Maeda is the Governor and Representative Director of Japan Bank for International Cooperation (JBIC). At JBIC, he has held various positions including Chief Executive Officer as well as Global Head of Infrastructure and Environment Finance Group. Tadashi Maeda also served as Special Advisor to the Japanese Cabinet from 2010 until 2012, and as a board member of the Nuclear Damage Liability Facilitation Fund in the aftermath of the Fukushima nuclear crisis. Furthermore, he was Vice Chairman of the Research Centre for Financial Cooperation in Northeast Asia at the Nankai University in China and was an adjunct professor at the University of Tokyo. He is also the author of several books including “The Strategic Deployment of Japan’s Infrastructure to the World” which was published in 2011.

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Marco Bizzozero portrait

Marco Bizzozero

Head of Group Wealth Management UniCredit

Marco Bizzozero is the Head of Group Wealth Management of UniCredit. From 2009 to 2017 Marco Bizzozero was Head of Wealth Management EMEA of Deutsche Bank, CEO Deutsche Bank (Switzerland) Ltd and member of the Deutsche Bank Wealth Management Global Executive Committee. Prior to that, Marco Bizzozero was Global Head of Private Equity Investments for Deutsche Bank, Head of Private Equity Secondary Investments at LGT Capital Partners and held various roles at UBS in Private Equity and Investment Banking in Zurich, New York and London.

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Murray Grant portrait

Murray Grant

Managing Director at CDC Group

Murray Grant is currently Managing Director at CDC Group plc where he is responsible for the Intermediated Equity business.  This comprises a portfolio worth $2.6bn invested through 100+ fund managers into 1,100+ investee companies across Africa and South Asia. He rejoined CDC in January 2015 from Actis LLP where he was a Partner.  Murray has a long history of working and investing in Africa and began his career as an engineer working on major infrastructure projects in Africa and Papua New Guinea. His PE career began in 1988 with 3i where he worked for 13 years in the UK before joining CDC in 2001. Murray was one of the founding Partners of Actis when it was spun out from CDC in 2004 with responsibility for the development of its Africa business and the Africa team.  Murray’s investment and NED track record has covered most sectors and regions across Africa.

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Monika Beck portrait

Monika Beck

Member of the Management Board of DEG

Monika Beck has been a member of the Management Board of DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH, since July 2018. Before she headed KfW’s Compliance department since 2015. From 2004 to 2015, she held various management positions at KfW Development Bank. During this time, she initiated, established and managed numerous MSME funds and funds in the climate finance and education finance field; for example MEF and EFSE. Monika Beck joined KfW in 2001. Having studied economics in Stirling and Cologne, she initially worked for three years as a product manager at L’Oréal and, between 1992 and 2001, she worked at ProCredit Group mainly in Latin America.

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Christophe Nuttall portrait

Christophe Nuttall

Executive Director of the R20 Regions of Climate Action

Christophe Nuttall has been Executive Director of the R20 Regions of Climate Action since January 2012, following exchanges between Governor Arnold Schwarzenegger and UN Secretary General Ban Ki Moon, and with approval from R20’s members and partners. He has previously been Director of UNDP’s Hub for Innovative Partnerships, through which he lead the development of partnerships with local / regional authorities for the UN system. He has developed a number of initiatives, such as the Territorial Approach to Climate Change (TACC), which aims to chart a new low-carbon route to development at the subnational level with official recognition from the UNFCCC’s COP 16 in Cancun.
Additionally, Mr. Nutall has been in charge of Geographic Information Systems at UNITAR (the United Nations Institute for Training and Research). He also launched the International Multi-Partnerships Initiative on access to basic services, adopted at the 2007 UN-HABITAT Board. The Initiative was later adopted at the 2009 ECOSOC, which lead to the listing of access to water as a human right in 2011.

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Dana Barsky portrait

Dana Barsky

COO & Head of Ext. Partnerships IAF Credit Suisse

Dana Barsky is the Chief Operating Officer and Head of External Partnerships for the Impact Advisory and Finance (IAF) Department of Credit Suisse based in London. The IAF Department is responsible for setting the strategy as well as directing, coordinating and facilitating activities across the bank which leads to sustainable finance on behalf of the bank’s private wealth, institutional and corporate clients. The IAF Department reports directly to Tidjane Thiam, the CEO of Credit Suisse. Prior to joining the IAF Department, Ms. Barsky was an investment banker, focusing her career on mergers and acquisitions and has advised companies across a wide variety of industries – technology, consumer products, healthcare, industrial products, and retail – at Credit Suisse and Donaldson, Lufkin & Jenrette. At Credit Suisse, she also served as Head of U.S. Defense. Ms. Barsky also assisted the founding partners of Sagent Advisors in launching that M&A boutique, which was recently acquired by Daiwa Securities. Additionally, Ms. Barsky was a Managing Director at Golden Seeds, an investment firm focused on opportunities for early-stage women-led businesses.

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Ivo Germann portrait

Ivo Germann

Head of Operations, Economic Cooperation and Development at SECO

Ivo Germann is Head of Operations of the Economic Development Cooperation Directorate at the Swiss State Secretariat for Economic Affairs (SECO). Prior to his current function, he was the Head of the Private Sector Development Division at SECO. In this capacity, he also led the institutionalization process of the Swiss Investment Fund for Emerging Markets (SIFEM) – the Swiss Development Finance Institution – and served on its Board of Directors. From 2007 to 2010, Mr. Germann worked as Principal Economist at the Chief Economist Office of the European Bank for Reconstruction and Development (EBRD) in London. From 2000 to 2007, he held various positions in the Macroeconomic Support Division at SECO. Mr. Germann holds a degree in economics from the University of Zurich.

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Hrachya Tokhmakhyan portrait

Hrachya Tokhmakhyan

Hrachya Tokhmakhyan is in charge of the leading microfinance company in Armenia – FINCA Universal Credit Organization, which is part of FINCA Impact Finance network that operates in 20 developing countries worldwide and serves over 2 million clients. Under Hrachya’s leadership, four years in a row FINCA was recognized as the Best Credit Organization in Armenia according to the results of annual public opinion polls, held by the Armenian representation of Gallup International.
Since 2011, Hrachya is an ACCA fellow. He has extensive work experience in microfinance, banking and financial fields.

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Omar Qandeel portrait

Omar S. Qandeel

Summit Financial Services, Founder & CEO

Omar Qandeel is the founder and CEO of Summit Financial Services. Omar is specialized in project development, co-investments (private equity) and advisory work for European and Asian corporations doing business in the Middle East and North Africa. Omar developed manufacturing and distribution projects for European corporations in the finance, energy, food and packing industry looking to expand their operations to the Middle East. Early in his career, he was involved in various research work in the public and private sectors. Omar is a Board Member of BlueOrchard Finance. He holds a Bachelor of Science Degree in Physics from the University of California at Berkeley and a Master of Science Degree in Geological Sciences from the University of Southern California.

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Ernst A. Brugger portrait

Ernst A. Brugger

Vice-Chairman BlueOrchard Finance

Prof. Ernst A. Brugger has been a consultant to businesses and institutions in Europe, Latin America, Africa and Asia for 25 years. From 1986 to 1996, he was managing director and delegate of the board of directors of FUNDES (Fundacion para el desarrollo sostenible), a private institution with the initiative to promote small enterprises in Latin America. Today he is the vice chairman of the Board of Directors of BlueOrchard, the chairman of the board of directors of SV Group AG and Precious Woods Holding. He is a honorary member of the Committee of the Red Cross (ICRC) and a professor at the University of Zurich.

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Maria Teresa Zappia portrait

Maria Teresa Zappia

Chief Investment Officer BlueOrchard Finance

Maria Teresa Zappia has worked in the emerging markets finance sector for over 20 years. She has worked for several development banks and financial institutions (European Bank for Reconstruction and Development, Asian Development Bank, Overseas Development Institute, and OECD Development Centre) based both in the field (Africa, South East Asia and Central Asia) and in the head-office. Before joining BlueOrchard, Maria Teresa worked as Senior Banker in the Group for Small Business which was EBRD’s microfinance and SME finance team and managed a portfolio of microfinance/SME credit lines with local commercial banks and MFIs across the Balkans, Central Europe and Central Asia. Maria Teresa joined BlueOrchard in 2008 to manage the investment team. As of 2012 Maria Teresa was appointed Chief Investment Officer.

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Moderators & Hosts

Peter Fanconi portrait

Peter A. Fanconi

Chairman BlueOrchard Finance

Peter A. Fanconi is the Chairman and former CEO of Swiss based BlueOrchard Finance, one of the leading asset management companies in the field of Impact Investing. Peter demonstrated his entrepreneurial competencies in various positions, including CEO of the Vontobel Private Bank, a Swiss listed bank, CEO of Harcourt Alternative Investments, a global leader in alternative investments and managing partner at PwC. Peter also serves today as Chairman of the Graubündner Kantonalbank (GKB), a Swiss listed bank, as Vice-Chairman of Deutsche Bank (Switzerland), and as Vice-President of the ROKPA International Foundation.

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Patrick Scheurle portrait

Patrick Scheurle

CEO BlueOrchard

Patrick Scheurle is the Chief Executive Officer of BlueOrchard Finance. Prior to that, he held the position of Chief Operating Officer at the company for 3 years. Patrick joined BlueOrchard from Bank Vontobel, where he was in charge of corporate business development and key strategic initiatives. He also held the position of Business Project Manager at Credit Suisse following various assignments as financial analyst and portfolio manager with major Swiss asset management companies.

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headline program

The Summit brings together leaders from around the world who play an active role in ”closing the gap” between emerging markets and the developed world. A small group of decision makers and experts are given the unique opportunity to discuss, exchange, learn from each other’s experience and consequently derive solutions on how to reduce today’s rising inequalities.




Peter A. Fanconi, Chairman BlueOrchard
and Patrick Scheurle, CEO BlueOrchard


Opening keynote speeches

Iqbal Khan, CEO International Wealth Management Credit Suisse
Tadashi Maeda, Governor & Representative Director of JBIC

19:00 Grand Hotel Kronenhof Pontresina

Dinner at the Grand Hotel Kronenhof

A piece of Engadine history. One of the best-preserved 19th-century grand hotels and among Switzerland’s top hotels.




Introductory Note (10’)

Peter A. Fanconi, Chairman BlueOrchard

Setting the Stage (10’)

Financial Inclusion – What Does It Take?
Ernst A. Brugger, Vice-Chairman BlueOrchard

Individual Airtime (30’)

Ken Bugul, Writer
Hrachya Tokhmakhyan, CEO FINCA Armenia
Hernando de Soto, Economist

Panel Discussion (30’)

Q & A (10’)

Morning Break


EPFL start-ups in the area of sustainable development


Climate Change


Setting the Stage (10’)

The Biggest Short – How To Close The Climate Financing Gap
Patrick Scheurle, CEO BlueOrchard

Individual Airtime (30’)

Karin Finkelston, Vice President at IFC
Christophe Nuttall, Executive Director at R20
Urs Wietlisbach, Co-Founder of Partners Group

Panel Discussion (30’)

Q & A (10’)


12:20—13:30 Grand Hotel Kronenhof Pontresina

Lunch at the Grand Hotel Kronenhof

Keynote speech
Boris F. J. Collardi, Partner Pictet Group

Flying lunch with local specialities in the Lobby of the Grand Hotel Kronenhof while enjoying a spectacular view on the Val Roseg glaciers.


Public Investors


Setting the Stage (10’)

The 2030 Agenda – What Can Be Expected From The Public Sector?
Maria Teresa Zappia, CIO BlueOrchard

Individual Airtime (40’)

Tadashi Maeda, Governor & Representative Director of JBIC
Monika Beck, Management Board of DEG
Murray Grant, Managing Director of CDC
Ivo Germann, Head of Operations at SECO

Panel Discussion (30’)

Q & A (10’)

Afternoon Break


EPFL start-ups in the area of sustainable development


Private Investors


Setting the Stage (10’)

Private Sector – The Missing Link?
Peter A. Fanconi, Chairman BlueOrchard

Individual Airtime (30’)

Omar S. Qandeel, Founder & CEO, Summit Financial Services
Dana Barsky, COO & Head of External Partnerships IAF, Credit Suisse
Marco Bizzozero, Head of Group Wealth Management, UniCredit

Panel Discussion (30’)

Q & A (10’)

Closing — Call For Action (10’)

19:00 Romantik Hotel Muottas Muragl

Dinner at the Romantik Hotel Muottas Muragl

Keynote speech
Hernando de Soto, Economist

The Romantik Hotel Muottas Muragl is situated on one of the most beautiful vantage points in the Engadin and is the rst plus-energy hotel in the Alps. The dinner will be accompanied by a live act.

Pick-up Grand Hotel Kronenhof at 18.25, joint cable car ride at 18.45

Pick-up Hotel Walther and Hotel Saratz at 18.35 resp. 18.40, joint cable car ride at 19.00

Last cable car ride at 23.00


Circled by a forest of fragrant pine trees, the mountain village of Pontresina is an idyllic alpine retreat. Pontresina is located at 1,805 metres of altitude, very close to the Bernina Range that features the most famous peaks of the Engadine. The perfect location to focus on the important topics at hand. The BlueOrchard Impact Summit will take place at the Pontresina Convention & Event Centre, the highest-altitude convention centre in Europe. This modern and professionally equipped convention centre is designed to offer a great experience in a relaxing atmosphere. With a stunning view of the mountains, the first sustainable convention centre in Switzerland is the perfect place for our intimate event.

Registration & Hotels

As only a limited number of places are available, we kindly ask you to register for the event as soon as possible. A fee of CHF 900 will grant you access to the whole two-day event.

In order for everyone to have a comfortable stay, we are partnering up with the three following hotels to provide our BlueOrchard Impact Summit attendees with rooms at a reduced rate. Please contact Ms. Ebony Satti to obtain the reduction code.


Grand Hotel Kronenhof Pontresina*****

Located in the heart of the idyllic village of Pontresina in the Swiss Alps, the Grand Hotel Kronenhof offers a unique mix of historic architecture, modern comfort and stunning nature, making it an unrivalled landmark. The comfortable and exclusive rooms as well as the well-equipped Spa provide a majestic view over the glaciers of the Bernina, the charming Val Roseg as well as the surrounding pine and larch forests.

see website


Hotel Saratz****

Situated at the centre of the picturesque village of Pontresina, Hotel Saratz offers elegant accommodations, a 35,000 square-metre park, a luxurious wellness area, two sun terraces and various sports facilities in an elegant yet cosy atmosphere. A peaceful oasis between nature and design.

see website


Hotel Walther ****

Hotel Walther in Pontresina offers its guests all the amenities necessary for a comfortable stay. This third-generation family-owned hotel offers world-class restaurants as well as spacious wellness facilities, all this in a stunningly beautiful classic Belle Époque atmosphere, at the heart of the village of Pontresina.

see website


General Information & Registration:
Ms. Ebony Satti
Head of Investor Relations
M: ebony.satti
T: +41 44 441 55 50

Media Inquiries:
Mrs. Tahmina Theis
Head of Communications
M: tahmina.theis
T: +41 22 596 47 69

About BlueOrchard

BlueOrchard is a leading global impact investment manager. The firm is dedicated to fostering inclusive and climate-smart growth, while providing attractive returns for investors. BlueOrchard was founded in 2001, by initiative of the United Nations, as the world’s first commercial manager of microfinance debt investments.

Today, BlueOrchard provides investors around the world with premium investment solutions, including credit, private equity, and sustainable infrastructure. Being an expert in innovative blended finance mandates, the firm is a trusted partner of leading global development finance institutions.

With a major global presence and offices on four continents, BlueOrchard has invested to date USD 5bn across 70 emerging and frontier markets, enabling tangible social impact. BlueOrchard is a licensed Swiss asset manager authorized by FINMA. Its Luxembourg entity is a licensed alternative investment fund manager (AIFM) authorized by CSSF. For additional information, please visit: