Save the Date
Investment Turnaround Day 2019

October 16th, 2019 - Munich

Dear change-maker,

On October 16th, 2019 we are celebrating together with other Club of Rome members and investors the anniversary of the Investment Turnaround, our decision to be on the right side of history.

This festivity is by invitation only. So Save the Date and look for the invitation that will come to you soon.

We will have lots of fun, learn from each other and the world’s best. We will share hot deals and engage in leading-edge thinking and doing. You can find the preliminary agenda below.

We are looking forward to celebrating with you.

Your Investment Turnarounders,
The AQAL Group & Friends

Afternoon Workshops (A Selection)

  1. Transformation is Feasible – How can we implement UN SDGs within Planetary Boundaries through investing?
  2. Could a Climate Impact Endowment help implement Agenda 2030 and the Paris Agreement?
  3. How can we get ready for the Augmented Intelligence Era? Is there a Holistic Impact of Disruptive Technologies?
  4. What is hot (deals) what’s not?
  5. De-Risking and Due Diligence for the Investment Turnaround: Sharing AQAL’s Secret Sauce and other leading edge tools
  6. What is the missing link for an Investment Turnaround? How could Value Based Financial Institutions make a difference?

The Investment Turnaround is our Moonshot

The Investment Turnaround – is AQAL AG’s Moonshot. It is a movement that implements the next paradigm in investing within Planetary Boundaries; a paradigm rooted in the essence of all existence, the interior such as culture, values, and morals as well as exterior reality, the material world. It is a reality in which high financial returns are inseparable from a high environmental, social, cultural, and an ethical impact, as well as individual self-actualization, joy, and happiness.
Our motto is "the Parity of People, Planet, and Profit — with Passion and Purpose" that we implement through investments, entrepreneurship and company building, scientific research, books and other publications, events and the investment turnaround podcast series

More Information on the Investment Turnaround

Speakers

HRH Dr. Auguste von Bayern, Princess zur Lippe

Chair of the Förderkreis BIOTOPIA

HRH Dr. Auguste von Bayern, Princess zur Lippe is a zoologist who seeks to understand how animals, in particular corvids (birds of the crow family) and parrots think. Her research interests comprise socio-cognitive abilities, flexible problem-solving skills and vocal learning abilities.
Auguste studied biology in Munich and then graduated in Zoology at the University of Cape Town, South Africa. After completing her PhD on the social intelligence of jackdaws at the University of Cambridge, she became a postdoc in the Behavioural Ecology Research Group at Oxford University.

Since 2014, she has been leading the Comparative Cognition Research Group at the Max-Planck-Institute for Ornithology, Seewiesen. ​Auguste is chair of the Förderkreis BIOTOPIA e.V., an initiative for an international Life Sciences and Natural History museum in Munich, which will raise awareness for environmental issues and biodiversity conservation and which will enthuse children for nature and life sciences early on.

HRH Dr. Auguste von Bayern, Princess zur Lippe

Chair of the Förderkreis BIOTOPIA

Elke Menzel

Managing Director Hoffman Institute

After graduating in communications and psychology, Elke Menzel started her professional life in a Munich consultancy. After 10 years she moved in 1999 to personality development, successfully completing systemic education, and became a coach with Hoffman Institute Germany, which offers since 1987 in Germany the Hoffmann Process developed in the US. Globally but especially in the US and the Anglo-Saxon world, the Hoffmann Process is one of the most successful seminars in personality development. It contributes to peace as it creates individual peace with one’s personal origin and history. Meanwhile, Elke has taught the “Hoffmann Process” far more than a 100 times and became owner and leader of the German institute in 2014.

In addition, Elke is certified management coach of the Steinbeis Foundation since 2004. For many years now, she guides executives and high-potentials on their way towards integrative leadership competence. Her main passion is establishing personality development and emotional competence in organizations to sustainably accompany their significant and imminent change processes.

Elke Menzel

Managing Director Hoffman Institute

Dr. h.c. Gunter Pauli

President ZERI (Zero Emissions Research and Initiatives)

Gunter Pauli is a serial entrepreneur who has been named by the Huffington Post "The Steve Jobs of Sustainability". Since 1994 he directs ZERI (a think tank of 3,000 researchers) and The Blue Economy (a do tank of 850 implementors). ZERI has been recognized by the University of Pennsylvania as one of the ten most creative and innovative policy research organizations in the world. He has written 15 books, his latest "The Blue Economy" was translated in 40 languages. All breakthrough innovations and successful projects are translated into fables for children. With 144 fables published in China, Gunter hopes to inspire the next generation to do much better than the parents ever imagined. He is father of 6, resides in Kamakura, Japan.

Dr. h.c. Gunter Pauli

President ZERI
(Zero Emissions Research and Initiatives)

Dr. Maria do Rosario Almeida Ritter

Investor

Dr. Maria do Rosário Almeida Ritter, born in Lisbon, studied economics in Münster. She worked in the press and information office of the EC Commission in Lisbon, the Portuguese Foreign Trade Institute, the Universidade Católica Portuguesa in Lisbon as well as the Institute for Banking in Lisbon and the European Banking Association in Paris. She headed the representation of Banco Espírito Santo in Frankfurt am Main, the press office of the European Monetary Institute and the European Central Bank.

Dr. Maria do Rosario Almeida Ritter

Investor

Dr. Mariana Bozesan

Co-Founder AQAL Group

Dr. Bozesan is an integral impact investor, serial entrepreneur, philanthropist, author, and researcher. Based on Ken Wilber’s integral theory, she developed the Theta model and successfully implemented the parity between people, planet, and profit in early stage investing through the integration of financial, ecological, and social sustainability with cultural, behavioral, and human consciousness factors. She is a full international member in the Club of Rome and serves as a strategic advisor on integral finance and sustainability to various funds, businesses, and governmental organizations.

She is co-founder and president at AQAL Capital and the AQAL Foundation, as well as co-founder of AQAL AG, a Munich-based multi-family office. Educated at Stanford University and KIT (Karlsruhe Institute of Technology), Dr. Bozesan holds a M.S. degree in Artificial Intelligence from KIT and a Ph.D. in psychology

Dr. Mariana Bozesan

Co-Founder AQAL Group

Reza Zain Jaufeerally

Researcher in Impact, Ethical & Islamic Finance

Counsel Reza Zain Jaufeerally is a Researcher in Impact, Ethical & Islamic Finance at the Centre for Economics & Ethics of University of Leuven. A Barrister by training (Middle Temple), he holds a triple LLM (International Business, Intellectual Property & ICT law specialisations) from University of Leuven.

His research focus are the synergies between Impact, Islamic Finance, Ethical Finance & Socially Responsible Investment and Entrepreneurship. He is a practitioner of action-based research (in particular creation of Impact, Ethical & Halal financial instruments).

For instance, the optimal funding of  ultra-large infrastructure sustainably addressing UN SDGs. He has acted as expert for:
• Greater Paris Investment Agency and Bain & Company in their benchmark study on Islamic Finance in France.
• Belgium's First B-Corporation (A company wishing to benefit society as well as their shareholders).
• The first Ethical Crowd-funded Financial Cooperative in Belgium.

Reza Zain Jaufeerally

Researcher in Impact, Ethical & Islamic Finance

Sandrine Dixson-Declève

Co-President International Club of Rome

Sandrine Dixson-Declѐve has 30 years of European and international policy, business leadership and strategy experience with a particular focus on EU and international climate change, sustainable development, green growth, conventional and sustainable energy solutions and sustainable finance.

She is currently the Co-President of the Club of Rome and a respected senior advisor, facilitator and lecturer. Sandrine also divides her time between the following positions: Senior Associate and faculty member of the Cambridge Institute for Sustainability Leadership (CISL); Senior Associate, E3G; Special Advisor, Xynteo & Energy Transition Commission (ETC); Senior Advisor, Interel;  Chair of the INKEMIA Scientific Advisory Board; Member of the European Aluminium’s Sustainability Advisory Board; Member of the IEEP Advisory Board; Member of the Climate KIC Advisory Board and the Technical Expert Group on Sustainable Finance; co-founder of the Women Enablers Change Agent Network (WECAN).

Sandrine was recognised by GreenBiz as one of the 30 most influential women across the globe driving change in the low carbon economy and promoting green business. She has built from scratch, fundraised and run EU offices and platforms bringing together business leaders, policy makers, academia and NGO’s.  Until recently, Sandrine was Chief Partnership Officer for UN Agency Sustainable Energy for All and prior to that the Director of the Prince of Wales’s Corporate Leaders Group and the EU office of the Cambridge Institute for Sustainability Leadership (2009-2016).  During that period she was also appointed Executive Director of the Green Growth Platform bringing together EU Ministers and CEO’s.

Previous advisory and professional positions include: advising for HRH The Prince of Wales, Members of the European Parliament, European Commission Presidents, Commissioners and officials, Governments in Asia, Africa and the Middle East, international organizations (OPEC, ADB, OECD, UNEP, USAID, UNFCCC, IEA) and business leaders of large international, European and African companies.Sandrine was Vice Chair, European Biofuels Technology Platform 2008-2016; Board member, We Mean Business 2014-2016 and the Advisory Board of the Oil and Gas major Sasol from 2007-2010. Member of The Guardian’s Sustainable Business Advisory Board. She recently spoke on TEDx: The Sustainable Future series and has published numerous articles, book chapters and given presentations on green growth and competitiveness, innovation, energy solutions, climate change, sustainable development, transport, conventional and alternative fuel quality legislation as well as on trade & environment.

Sandrine Dixson-Declève

Co-President International Club of Rome

More speakers will be announced soon

Venue

Nymphenburg Palace

Schloß Nymphenburg 1
80638 Munich

We will celebrate this year’s anniversary of the Investment Turnaround in the perfect place, namely at the Nymphenburg Palace that owes its existence to life and to love. It was built in the second half of the 17th century on the occasion of the birth of Max Emanuel, finally born to his father, the Bavarian elector Ferdinand Maria and his wife Henriette Adelaide of Savoy after ten years of an heir-less marriage. The following centuries turned Nymphenburg Palace into today’s beauty, but its world fame eventually arrived through King Ludwig II of Bavaria who was born here on August 25th 1845.

The stunning architecture and gardens make the Nymphenburg Palace the perfect backdrop for the "Investment Turnaround Day 2019."

Who we are

AQAL Foundation was founded by Dr. Mariana Bozesan and Thomas Schulz with the intention to fulfil Brundtland's request for integral sustainability. Integral sustainability aims at fulfilling “the need of the present without compromising the ability of future generations to meet their own needs” by applying the Integral Investing philosophy and the Theta Model. 

AQAL AG - Integral Impact Investors Dr. Mariana Bozesan, Thomas Schulz co-founded with Markus Bodenmeier the AQAL AG, a Munich-based, exponential-tech holding company that performs direct and indirect investments across multiple stages of a company's investment needs, ranging from early stage to growth stages. In our investments, we integrate rigorous financial and legal due diligence criteria (Profit) with social (People), environmental (Planet), cultural, behavioral measurements as well as high ethics, morals, and higher human values (Passion and Purpose). 

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