Ownership & Governance

11/5 webinar: The next big opportunity for owners and CEOs: ESG

Impact. Sustainability. Diversity. Beyond the pandemic, several key themes emerged out of 2020 — and these are critical components of Environmental, Social and Corporate Governance (ESG). As companies plan future engagements in M&A with either public companies or private equity, the increased demand of an ESG focus from outside investors will likely require M&A targets that are additive, or at least neutral, to their own strategy.

Middle market businesses that can indicate their ESG positioning clearly during a due diligence phase may become interesting targets that could deliver a premium vs. companies that do not provide those potential synergies. To drive value and stay ahead, companies must act with authenticity and intention, bearing in mind the ESG impact on the world at large.

This session will help members:

  • Understand how ESG is impacting the public markets and what that may mean for the middle market.
  • Develop an intentional strategy that focuses on ESG themes, such as sustainability and diversity and inclusion.
  • Communicate their own ESG story to employees, customers, and investors/acquirers.

How to Attend

Date: Friday, November 5, 2021

Time: 1 p.m. ET/10 a.m. PT

*Please use the blue form on this page to register*

About the Presenters

Amantia Muhedini is a Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management. Prior to UBS, Amantia was a sustainable investing fellow with Morgan Stanley’s Investing with Impact team focusing on impact measurement and product development. She also spent time at Working Capital – the Supply Chain Innovation Fund conducting impact and commercial due diligence on potential investments. Amantia previously was an Investments Associate at the Omidyar Group’s Humanity United addressing forced labor in global corporate supply chains. She is also a member of the Governance Council of United World Colleges International (UWC), a global education organization, and was a founding board member and acting Executive Director for UWC Albania, an education non-profit based in Albania.Amantia holds a BA from Princeton University and a MPA from Columbia University’s School of International and Public Affairs.

Bianca Benedetti-Fang joined UBS Wealth Management in 2010 and is currently the Business Owner Segment Program Field Engagement Manager for the Strategic Client Segments group in the UBS Client Strategy Office. In this role she is committed to working with financial advisors to understand and address the unique financial needs of founders and business owners. Prior to joining the CSO, Bianca developed & delivered banking sales resources to WM bankers & financial advisors as the Field Engagement Strategist for the UBS Bank USA sales & client messaging teams. From 2010-2017 Bianca worked as a Wealth Strategy Analyst for a UBS Pinnacle Wealth Management team. During her 8 years with the group, Bianca was focused on developing business growth initiatives including building the team’s banking services platform to provide their UHNW clients with UBS Bank lending & liability solutions. Additionally, as the team’s head trader from 2012-2017, Bianca also oversaw all trading execution for the group’s PMP discretionary managed portfolios valued at over $500M.

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Category: Ownership & Governance

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Anne Petrik About the Author: Anne Petrik

As director of research for Vistage, Anne Petrik leads the design, deployment and analysis of member surveys for Vistage, capturing the sentiment and practices of the Vistage CEO community. This analysis, in collaboration with perspectives f…

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