Impact Investing Forum 2017

Boca Raton Resort & Club, Boca Raton, FL
April 23, 2017 - April 25, 2017

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Opal Group is happy to announce its 2nd annual Impact Investing Forum. Impact investing is an approach that seeks to create positive social and environmental impact alongside a financial return. Today, we see an increase in companies proving that mission-driven and communication based strategy, can attract value based workforce, investor base, and like-mined consumer. Impact investing strategies are also proving to be able to generate returns in line to their traditional counterparts. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials. The Impact Investing Forum will look at many of the asset classes that encompass this space. We invite you to join us and meet top influencers, experienced investors, money managers, and service providers that are leading the charge in this ever growing space. Themes of defining impact investing, portfolio construction, asset class opportunities, and the role of the investor are just a few of the stimulating topics to be covered at this event.

The event will kick off with a large networking function at the U.S. Open Polo Championship.

113th U.S. Open
International Polo Club Palm Beach

Come and enjoy the U.S. Open Polo Championship, considered to be the most prestigious polo tournament in the world, fabulous cuisine entertainment, fashion, and world-class celebrities featured at International Polo Club Palm Beach. It is the exciting culmination of the 16-week, high-goal winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

Current as of April 21, 2017

12:00pm

113th U.S. Open Quarter Finals

Come and enjoy the U.S. Open Polo Championship! Fabulous cuisine, entertainment, fashion, and world-class celebrities featured at International Polo Club Palm Beach.  It is the exciting culmination of the 16-week, high-goal, winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.

12:45pm

Brunch

3:00pm

Polo Match Begins

3:45pm

Half-Time Champagne — Stomping of the Divots

5:00pm

Polo Match Finishes

5:15pm

Trophy Presentations

5:30pm

Return to Boca Raton Resort & Club

6:00pm - 8:00pm

Exhibit Setup

7:00am

Exhibit Hall / Registration Opens

Breakfast

7:45am

Co-Chair Opening Remarks

Tami Kesselman, Founder & CEO, TBL Alpha Advisory

Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory

8:00am

Defining the Evolution of Impact Investing for the Next Generation

  • How do we/they (millennials) define Impact Investing? What is it about impact investing and millennial mentality that is gelling together so well?
  • Does the term impact investing mean the same thing to a next gen around age 30 and their 60-year-old parent? Why or why not?
  • How has technology played a role in the next generation’s access and view on world issues that has in turn affected how they consume and invest their money?
  • It’s hard to contest that impact investing has grown immensely in the past 5-10 years, why do we think that is? Is it because of next gen investors deploying more capital or the traditional investor and/or advisor coming around? And/or are foundations aligning their program related activities and the corpus/endowment as the next generation engages in their family foundations.
  • When looking to the future, how do we think impact investing will evolve both domestically and internationally? What issue areas do we think we have the potential to actually solve global problems and why?
  • The role of impact investing post 2016 election
Moderator

Jennifer Kenning, CEO & Co-Founder, Align Impact

Panelist

Katherina Rosqueta, Founding Executive Director, Center for High Impact Philanthropy

Panelist

Ross E. O’Brien, Founder & CEO, Bonaventure Equity, LLC

Panelist

Ben Bingham, CEO, 3Sisters Sustainable Management LLC

8:45am

Innovation in Portfolio Construction: Preventing your Portfolio’s Investments from Working Against Your Values

  • Values: Determining what is important.
  • Investments: Accessing impact opportunities.
  • Outcomes: Measuring and reporting “impact.”
  • Innovation: New opportunities for impact investing.
  • voila! Portfolio Construction
Moderator

William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO)

Panelist

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Panelist

Hyewon Kong, Director, AGF Investments Inc.

Panelist

Jennie Wang, Head of Product, DWAAR, InvestCloud, Inc.

9:30am

Looking at Opportunities in Private Debt and Real Assets

  • Why Private Debt and Real Assets
  • How Do You Source Transactions
  • How Do Does One Avoid Potential Risks Associated with Private Deals
  • Is There Room for Co-Investing with Other Families or Institutions
  • What Are Examples of Typical Legal Structures
Moderator

Gordon “Grant” Curtis, Director of Investments, CI Investments (SFO)

Panelist

Kaarsten Turner Dalby, Vice President – Ecological Services, The Forestland Group

Panelist

Abigail Laufer, CIO, Ferguson Family Office (SFO)

Panelist

James Leach, President, Leach Family Holdings (SFO)

10:15am

Networking Break

Sponsored by:

Forest First Colombia  S.A.S

10:30am

How Responsible Investments can Drive Growth in Alternative Assets

  • How does the new administration and regulatory environment drive investment decisions?
  • Is there a financial benefit to investing responsibly and why?
  • Where is the growth in opportunity for alternative investments within impact investing?
  • Are there investment structures that allow for both market rate returns and quantifiable positive impact?
Moderator

Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory

Panelist

Chris Leavy, Co-Chairman, MedMen

Panelist

Geoff Eisenberg, Principal, Ecosystem Integrity Fund

Panelist

Crayton Bell, Founder, CLB Advisory Services

Panelist

Tom Ferraro, Managing Director, Ultra Capital, LLC

11:30am

Colombia: Now Ready for Impact Investors

Tobey Russ, Chief Executive Officer, Forest First Colombia S.A.S.

11:50am

The Art of the (Club) Deal – Family Office Co-Investing Strategy & Structure

Marc Lopresti, Founding Partner, Lopresti Law Group

12:10pm

Networking Luncheon

Keynote Presentation: Shifting Dynamics of the Capital Markets Driving Impact at Scale

Keynote Speaker

Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group

1:30pm

Breaking Down ESG Strategies

The term “ESG investing” is tossed around in the media and in boardrooms, but what exactly is it? Is there real money being put to work? What types of investors are investing with an ESG lens? How does an investor implement an ESG strategy? Does one give up returns? This panel will discuss ESG strategies from several perspectives. We will hear how investors define ESG, whether there are investment tradeoffs to be considered, and the practical considerations when implementing such a strategy across asset classes.

Moderator

Anthony Cortese, Principal, Intentional Endowments Network

Panelist

Kristine Pelletier, Senior Consultant, NEPC, LLC

Panelist

Peggy Taylor, CFA, Investment Specialist, Principal, Atlanta Capital Management

Panelist

Gordon Short, CPA, Managing Director, Tax Advisory Services, globalX

2:30pm

Impactful Technology Showcase: Investments that Change the Future

Moderator

Nathan McDonald, Managing Partner and CEO, Keiretsu Capital

Panelist

Gordon Skene, CEO, Phytonix Corporation

Panelist

Mary-Pierre Waiss, President & CEO, PIA - Precision Image Analysis

Panelist

John Libs, CEO, Phyllom BioProducts Corporation

Panelist

Charlie Silver, CEO, Mission Bio

Panelist

Erica Lill, Partner, Keiretsu Capital

3:30pm

Generating Alpha Through Private Equity and venture Capital

  • What will be the impact of rising interest rates on the Private Equity/Venture Capital world?
  • Has the current political environment helped or hurt Private Equity/Venture Capital investments?  ..hurt fundraising prospects?
  • Has the Trump Administration’s recent comments about “enforcing Federal law” with respect to the cannabis industry stopped that train in it’s tracks?  (I know that it caused us to halt a $1mm investment in a cannabis fund)
  • If there is a large market downturn within the next few years, what impact will it have on the PE/VC world?  (Will we go back to a situation where the only exit is via M&A?)
  • Does the remarkable increase in commercial and office lease rates portend a crash, a la 2007’s high lease rates?
Moderator

Skip Coomber III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Panelist

Lisa Calhoun, Managing Partner, Valor Ventures

Panelist

Jonathan Smiga, Managing Partner, Keen Growth Ventures

Panelist

Rob Kaplan, Co-Founder & CEO, Closed Loop Fund

Panelist

Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO)

Panelist

Garrett Van Wagoner, Managing Member, Silicon Valley Venture Group

4:45pm

Networking Break

Sponsored by:

Keiretsu Capital

5:00pm

Fixed Income and Credit 3.0: Navigating Opportunities for Responsible Investors

  • How do sophisticated investors incorporate SRI/ESG frameworks into their decision-making?
  • Must investors give up returns when making investments that have a positive impact?
  • What types of investment opportunities are available?
  • Are lending strategies and positive impact mutually exclusive?
  • What are the challenges in finding good opportunities?
Moderator

Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)

Panelist

Donald Plotsky, Investor, Uinta Investment Partners (MFO)

Panelist

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)

Panelist

Bruce DeLaurentis, Founder and Principal, Kensington Analytics, LLC

Panelist

David Sand, Chief Investment Strategist & Chief Impact Investment Officer, Community Capital Management, Inc. (CCM)

5:45pm

Navigating the Opportunities and Risks in Real Estate

Moderator

Brian Jones, President and Sr. Consultant, Gavion LLC

Panelist

David Robb, Managing Director, Frontier Group (SFO)

Panelist

Bill Thomas, Executive Vice President, MacDonald Realty Group

Panelist

Greg Myers, Managing Director, Cortland Capital Market Services LLC

Panelist

Marc Lopresti, Founding Partner, Lopresti Law Group

6:30pm - 7:30pm

Cocktail Reception

7:00am

Breakfast

Open Breakfast Workshop:

Accountability, Transparency, and Measuring Success

Facilitated by

Brian Beachkofski, Senior Director, Third Sector Capital Partners

David Wood, Initiative for Responsible Investment, Hauser Center for Nonprofit Organizations, Harvard University

8:20am

Opening Remarks

8:30am

The Future of Social Investing is Now: Building Systems that Attract Investors

As the world looks for new ways to create sustainable solutions to vexing social issues, communities across America are beginning to use impact investment strategies to bring capital to creative and innovative systems-based solutions. Permanent housing strategies, healthcare delivery systems, and social enterprise design and development are just a few examples of areas that are creating deal flow. As impact investment strategies grow and develop beyond the esoteric, investors – both philanthropic and equity – are starting to drive infrastructure and systems solutions to complex social problems.

Keynote Speaker

Mark Brewer, President/CEO, Central Florida Foundation / Community Foundation Partners

9:00am

The Coming Impact of Impact!

Keynote Speaker

James Rosebush, Founder and CEO, The Wealth and Family Office Management Group

9:30am

Values Based Investing vs. Impact Investing

Moderator

Tami Kesselman, Founder & CEO, TBL Alpha Advisory

Panelist

Bonny Landers, Head of SRII, Head of Family Governance, Sandaire (MFO)

Panelist

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

Panelist

Rudi Bester, CEO, Memory Trees Corporation

Panelist

Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur Network

10:30am

Education Impact: Raising the Bar on Outcome Transparency in Global Literacy

The facts are clear and alarming: 250 million children in the world cannot read or write. Despite that nearly half of the world’s children spend at least four years in school and globally, nearly $129 billion is invested in education, progress in quality global education (as defined by achieving basic literacy) has been slow and sometimes stagnant. With such results, it is understandable why investors and philanthropists are sometimes hesitant to invest in education.

 

His talk will discuss what best practice transparency in non-profits looks like, and how good data can be used by impact investors and philanthropists to effectively evaluate the social returns on their investments.

Keynote Speaker

Michael Dougherty, CEO, Pencils of Promise

11:00am

Networking Break

11:20am

How Impact Investments Can Drive Global Health Innovation

Curt LaBelle, MD, Managing Partner, Global Health Investment Fund

11:40am

What Every Investor Should Know About The Global B Corp Movement

Dr. Shanah Trevenna, Director, The Sustainability Association of Hawaii, CEO, Smart Sustainability Consulting Inc.

12:00pm

Program Related Investments (PRI) and Mission Related Investments (MRI)

  • Definitions:  what is an MRI?  What is a PRI?
  • Where do these stand in the eye of the IRS?
  • What are examples of successful uses of these vehicles?
  • Is there an optimal size or type of organization to use these vehicles most effectively?
  • As they have become more utilized, are there cautions that funders should know about?  Errors to avoid?
  • What kind of advisory services are best for assisting your foundation or funding organization make effective use of these vehicles?
Moderator

Richard Marker, Co-Principal/Founder, Wise Philanthropy and NYU Academy for Grant Making & Funder Education

Panelist

John Schaetzl, Senior Advisor, The Bill and Melinda Gates Foundation

Panelist

Jeramy Lund, Managing Director, Sorenson Impact Center

Panelist

Craig Robbins, Sr. Investment Strategist, Children’s Hospital of Minnesota

12:45pm

The United Nations Sustainable Development Goals: What they mean for your Investment Portfolio

Moderator

Katherine St. Onge, Senior Officer, Investor Relations, Calvert Social Investment Foundation

Panelist

Victoria Vysotina, Founder, V V Strategic Group

Panelist

Chris Fowle, Associate Director, Americas, Global Networks & Outreach, United Nations Principles for Responsible Investment

Panelist

Daniel Emmrich, Senior Consultant, Dr. Wieselhuber & a Partner GmbH

1:30pm

Conference Concludes

1star
Boca Raton Resort & Club
Boca Raton Resort & Club, East Camino Real, Boca Raton, FL, United States
888-543-1277

Room Rate $329
*Prices exclude taxes. Rates are exclusive of 13% tax and a one time $8 porterage fee.
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Standard Rate
Asset Managers & Service Providers $2,495
Institutional End-Investors (subject to qualification)*** Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*Subject to Opal Group's approval. Eligibility will be verified.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Shifting Dynamics of the Capital Markets Driving Impact at Scale

Presented by

Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group

The Coming Impact of Impact!

Presented by

James Rosebush, Founder and CEO, The Wealth and Family Office Management Group

The Future of Social Investing is Now: Building Systems that Attract Investors

Presented by

Mark Brewer, President/CEO, Central Florida Foundation / Community Foundation Partners

  • Defining the Responsible / Impact Investing landscape
  • What and who are the different types of impact investors and how are they adapting to global change?
  • The evolution across asset classes: What are the new strategies that employ Impact investing within the platform?
  • Portfolio Construction: Aligning investments with your mission
  • Looking at Opportunities in Private Debt and Real Assets
  • Looking at Opportunities in Public Equities and Fixed Income
  • Looking at Opportunities in Private Equity and Venture Capital
  • Using Pay for Success / Social Impact Bonds
  • Value Based Investing and the Role of the Shareholder
  • Case Studies: People speaking from first hand experience
  • The Role of Data Gathering In the Impact Space: What to Measure and How
  • Program Related Investments (PRI) and Mission Related Investing (MRI)
  • ESG Strategies and SRI (Social Responsible Investments) Strategies
  • Place Based Challenges
  • Endowments
  • Foundations
  • Family offices
  • Non-discretionary consultants
  • Philanthropic advisors
  • Shareholder Activists
  • ESG /SRI Fund Managers
  • Private Equity Managers
  • Venture Capital Managers
  • Fixed Income Managers
  • Equity Managers
  • Real Asset Managers
  • Real Estate Managers
  • Healthcare Fund Managers
  • Angel Investors
  • Entrepreneurs
  • International Investors
  • Law Firms
  • Accounting Firms
  • Government Agencies

Managers/Service Providers vs. Investors

    Institutional & Private Wealth Investors