Opal Group is happy to announce its 3rd 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-minded 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.
114th 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.
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.*
Lauren Booker Allen, Vice President, Jordan Park Group (MFO)
Carolyn Kim Allwin, Managing Director, Elysian Advisers
Susanne Bregy, Managing Director, Rhodanus Capital
Jason Britton, CIO, Work Capital
Philip Carey, Trustee/Managing Partner, The Sapelo Foundation/Lloyd Crescendo Advisors LLC
Catherine Lee Clarke, Vice President & Senior Client Investment Advisor, Sentinel Trust Company (MFO)
Art Cooper, COO, Cooper Family Office (SFO)
Fran Coopersmith, Esq., Director, Senior Advisor, Bayshore Capital Advisors LLC
Kaarsten Turner Dalby, Vice President - Ecological Services, The Forestland Group, LLC
John Daly, Investment Committee Member, Trustee Emeritus, Culinary Institute of America
Georges Dyer, Principal, Intentional Endowments Network
Anne Ferola, Director, Education & Strategic Partnerships, Center for High Impact Philanthropy
Stacey Flier, CFA, Senior Consultant, NEPC, LLC
Nicole Giambarrese, General Counsel, New York City Police Pension System
Tracy Harris, Partner and Head of ESG, StepStone Group
Andrew Hodges, CFA, Managing Member, Value Investment Professionals, LLC
Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO)
Sam Ifergan, Founder & CEO, iGan Partners
Ellen Israelson, VP of Philanthropic Services & CMO, Jewish Communal Fund
Brian Jones, President and Sr. Consultant, Gavion LLC
Jeremy Keele, Senior Advisor, Sorenson Impact Foundation
Jennifer Kenning, CEO & Co-Founder, Align Impact
Tami Kesselman, Chief Strategist, Aligned Investing Global
Ken Kimmell, President, Union of Concerned Scientists
Sydney Kitson, Chairman and CEO, Kitson & Partners
Abigail Laufer, CIO, Ferguson Family Office (SFO)
Robert Levin, Managing Director, Emerging Start Capital, LLC
Linda Mack, President and Founder, Mack International, LLC
Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director,
Christian McDonald, Portfolio Manager, Assistant Portfolio Manager, Research Analyst, Kennedy Capital Management, Inc.
Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory
Jennifer Murtie, COO & Partner, Pathstone Federal Street (MFO)
Rehana Nathoo, Vice President, The Case Foundation
Alex Neckles, Regional Director, Business Development, ImpactAssets
Teresa Pahl, Partner, Hanson Bridgett LLP
Krishna Patel, General Counsel & Director of Justice Initiatives, Grace Farms Foundation
Carol Pepper, CEO & Founder, Pepper International LLC (MFO)
Craig Robbins, Sr. Investment Strategist, Children’s Hospital of Minnesota
James Rosebush, Founder and CEO, The Wealth and Family Office Management Group
Kirby Rosplock, PhD, Founder & CEO, Tamarind Partners Inc.
John Schaetzl, Lead Non-Executive Director, Access to Medicine Foundation
Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)
Larry Selzer, President & CEO, The Conservation Fund
David Shantz, Director, Advisor Relations, Calvert Social Investment Foundation
Dail St. Claire, Director, Finance and Investment, Episcopal Church Foundation
Samuel Sussman, Partner/Head of Investment Strategy, Alternative Investment Group
Shanah Trevenna, CEO, Smart Sustainability Consulting Inc.
Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office
Garrett Van Wagoner, Founder, Van Wagoner Ventures
Stephen Viederman, Finance Committee, Christopher Reynolds Foundation
Ernesto Villarini, Associate/Advisor, Consultiva Internacional, Inc.
Wendy Walker, Managing Director and an Outsourced Chief Investment Officer, Cambridge Associates
Anna Marie Wascher, CEO, Flat World Partners
Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust
Stuart Williams, Founder, In Place Impact, LLC
Dien Yuen, Managing Director, Kordant Philanthropy Advisors
Richard Zimmerman, Advisor, WE Family Offices (MFO)
TBA, FocusPoint Private Capital Group
Palm Beach International Airport
Distance from Hotel: 3 mi.
Drive Time: 10 min.
Taxi $13.00 USD
Guests can enjoy our complementary airport shuttle to the hotel from PBI.
Fort Lauderdale/Hollywood International
Distance from Hotel: 35 mi.
Drive Time: 45 min.
|Earlybird Rate III (exp 3/31/18)||Standard Rate|
|Investors: Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments and Foundations*||----||Complimentary*|
*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.