Marketplace Access: Investment Consultant

Dagmar Pagel

Investment Director – experienced investment professional, previous responsibilities included all aspects of product management (mutual funds) from ideation to asset re-purposing and consolidation, strategic analysis, developing narratives to promote and explain products, training and mentoring.

Responsible investing certifications include: CFA Climate Risk Valuation and Investing Certificate (August 2024) and CFA ESG program (2022). All sections of the TCFD (2022). CFA Charterholder since 2002

Sandy Rose, CFA

ABOUT ME
My singular focus is to connect investor expectations and corporate practices to create aligned capital flows for the
long-term. My lens is sustainability and reputational risk. Your strategy is my bright line.

I believe in the power of capital markets to change things when they set their intentions and have the tools to do it.
I provide tools to activate those intentions.

With a background in investments, sustainability, and real estate, I’m uniquely positioned to understand the impact that
capital markets can have and the delicate balance of pushing forward within the prevailing context of short-termism.

WHY PARTNER WITH ME?
• For me, it’s personal: I carefully design each mandate to capture your needs and ambitions. I am your dedicated partner from start to finish.
• Grow your competence: My analytical approach means no black boxes. My goal is for you to internalize this work and stand tall on your own.
• No fluff: I provide deliverables that are actionable and reflect your context. I won’t spend your budget on ‘nice-to-haves’ (unless you want them!).

Rommie Johnson

The IFRS Foundation is a not-for-profit, public interest organisation established to develop high-quality, understandable, enforceable and globally accepted accounting and sustainability disclosure standards—IFRS Standards—and to promote and facilitate adoption of the standards.