ESG & Impact Investing Forum 2022
Hilton West Palm Beach, FL
March 27, 2022 - March 29, 2022
Opal Group is happy to announce the return of the 7th annual ESG & Impact Investing Forum. ESG and 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 increasing their mission-driven and communication along ESG principles, to attract a values based workforce, investor base, and like-minded consumer. Impact investing strategies are proving to be able to generate returns in line to their traditional counterparts. Over the next three decades, it is estimated that over $68+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are finding more companies aligning their beliefs, operation, and communication strategies with that of the Millennials & Gen X.
The ESG & 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, comparing ESG vs Impact trends and the role of the investor are just a few of the stimulating topics to be covered at this event.
To request our current agenda, participant list and sponsors
Speaker List Current as of March 24, 2022
| 1:00pm |
Shuttle Service Leaves Hilton Palm Beach |
| 2:00pm |
International Polo Club Palm Beach Come and enjoy the U.S. Open Polo! Fabulous cuisine, entertainment, and fashion 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. |
| 2:00pm |
Buffet and Bar opens |
| 3:00pm |
Polo Match Begins |
| 4:00pm |
Half-Time Champagne – Stomping of the Divots |
| 5:00pm |
Polo Match Finishes |
| 5:15pm |
Trophy Presentations |
| 5:30pm |
Shuttle Service Returns to Hilton Palm Beach |
| 7:00am |
Exhibit Hall Set-Up |
| 7:30am |
Registration/Information Desk Opens |
| 7:50am |
Continental Breakfast |
| 8:55am |
Welcoming Remarks by Chairperson Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC |
| 9:05am |
Impact & ESG Investing: The Road Ahead
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group
Panelists
Lina Constantinovici, Founder, Innovation 4.4 Carolyn Weiss, Chief Financial Officer & Treasurer, New York Community Trust Laurie Lane-Zucker, Founder & Chief Executive Officer, Impact Entrepreneur, LLC |
| 10:00am |
Creating an Impact Portfolio: Total Portfolio Construction and Best Practices
Moderator
Glen Macdonald, Senior Vice President, Morgan Stanley
Panelists
Joe McIntosh, Director, McIntosh Management LLC Peter Lupoff, Principal, Lupoff/Stevens Family Office Alexis McCarthy, Founder & CEO, Springhead Social Impact |
| 10:40am |
Keynote Panel
How to Due-Diligence, Buy and Integrate Acquisitions that Reduce Carbon Emission?
Moderator
Harvey Briggs, Chief Communications Officer, Force Family Office
Panelists
Shane McMahon, CEO, Ideanomics Drew Colvin, Senior Vice President Of Corporate Development, Ideanomics |
| 11:00am |
Networking Refreshment Break Sponsored by: Corbin Capital Partners |
| 11:20am |
The Impact of Opportunity Zones and Changing Communities
Moderator
Mackinley Ross, Analyst, Portfolio Management, Equities, Cooper Family Office
Panelists
Will Walker, Head of Business Development, Hall Venture Partners Desiree Patno, CEO, NAWRB Jose Torres, Managing Partner, Monllor Capital Partners LLC, Puerto Rico Opportunity Zone Fund Sage Alexander, COZA, CEO, Leafwise Ltd. |
| 12:00pm |
Cancer Innovation and Impact Investing: The Triple Bottom Line Craig Philips, President, Kineta, Inc. |
| 12:20pm |
Untapped Opportunities: ESG in Hedge Funds Tracy Stuart, CEO, Corbin Capital Partners Courtney Birnbaum, Director of Sustainability, Corbin Capital Partners |
| 12:40pm |
Keynote Fireside Chat with Dikembe Mutombo
Danny Hughes goes one-on-one with NBA legend Dikembe Mutombo to examine Closing the Racial Wealth gap, Minority Ownership in mining the DRC, the transition and balance between Global Philanthropist to Impact Investor, and the creation of NUE Capital to facilitate change.
Facilitator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Speaker
Dikembe Mutombo, 18-year NBA, Hall of Fame, Founding Partner of NUE Capital, Global Humanitarian, NBA Africa and NUE Mining |
| 1:00pm |
Networking Luncheon |
| 2:15pm |
The Role of Venture Capital and Private Equity in Seeding the Future: Challenge and Opportunity in Early Stage Impact Investing
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelist
Charles Sidman MBA, PHD, Managing Partner, ECS Capital Partners Donald Megrath, Managing Director & Co-Founder, VectorPoint Impact Partners Cristina Jarero Penichet, Lady of Tejada. Founder & CEO, Jarpen Global Adrian Mendoza, Founder & General Partner, Mendoza Ventures |
| 3:00pm |
Navigating and Creating an ESG Framework: What to Demand and What to Avoid
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Ellen Chen, Investment Officer, Los Angeles City Employees' Retirement System Adam Bendell, CEO, Toniic Dennis D. Williams, SVP, Corporate Affairs & Corporate Social Responsibility, WarnerMedia |
| 3:40pm |
Networking Refreshment Break Sponsored by: Kineta, Inc. |
| 4:00pm |
Alternative Ideas for Impact Investors: Exploration of New Asset Classes & Structures of Impact Investing
Moderator
Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO)
Panelists
Alexis McCarthy, Founder & CEO, Springhead Social Impact Simon Littlewood, Director, Li Family Office (SFO) Jody Weiss, Director, Business Development, VC Include |
| 4:50pm |
Direct and Co-Investment Investment Opportunities in Sustainable and Impactful Technologies: Analyzing Portfolio Companies and Their Potential to Solve Environmental and Social Issues
Moderator
Ronen Schwartzman, Chief Investment Officer, Cooper Family Office
Panelists
Jolene Anderson, CoFounder/Managing Director, VectorPoint Impact Partners, LLC Dr. Andrew Holman, Co-Founder & CEO, Inmedix, Inc. David Robb, Managing Director, Frontier Group (SFO) |
| 5:30pm |
Keynote Panel Session
Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact
Continuing the tremendous momentum in 2021 where the Opal community of Impact, Family Office, Private Wealth, and Alternative Investors experienced the impact of aligning with the Professional Athlete, Danny Hughes and his Athletes Influence panels continues the 2022 event season with business and social ventures from renowned former NBA, NFL and MLB, that will inspire and engage.
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Dikembe Mutombo, 18-year NBA, Hall of Fame, Founding Partner of NUE Capital, Global Humanitarian, NBA Africa and NUE Mining Warrick Dunn, 3X NFL All-Pro Running Back, Founder of Homes of Holiday and Warrick Dunn Charities (WDC), 2019 Muhammed Ali Legacy Award Recipient |
| 6:15pm |
Cocktail Reception Sponsored by: Sinatra & Company Real Estate & Three Chord Bourbon |
| 8:00am |
Registration/Information Desk Opens |
| 8:00am |
Continental Breakfast |
| 9:05am |
Chairperson Opening Remarks Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC |
| 9:15am |
LP Investor Roundtable: The Role of Asset Owners in Encouraging Good Governance and Shaping Sustainable Business Practices to Invest in a Better World
Moderator
Neil St. Clair, Co-Founder & COO, B Generous
Panelists
Rosemary Sagar CFA, Chief Investment Officer, Kingdon Foundation, Kingdon Capital Management LLC Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO) Candice Beaumont, Managing Director, L Investments (SFO) |
| 10:00am |
Fixed Income & Private Credit: Navigating Opportunities for Responsible Investors in the Debt Markets
Moderator
Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory
Panelists
Zack Ellison, Managing General Partner, Applied Real Intelligence LLC (“A.R.I.”) Sarah Hammer, Managing Director, Initiative on Diversity & Inclusion, The Wharton School |
| 10:40am |
Networking Refreshment Break |
| 11:00am |
The Role of Data Gathering and Metrics within the Impact Space: What to Measure and How?
Moderator
Carolyn Weiss, Chief Financial Officer & Treasurer, New York Community Trust
Panelists
Bri Trypuc, Prinicipal, Trypuc Philanthropic Office Shaheen Contractor, CFA, Research Analyst - Environmental, Social, Governance, Bloomberg Intelligence Ann Davlin, Chief Strategy Officer, Dynamhex |
| 11:45am |
Keynote Fireside Chat
Facilitator
Tracy Deforge, CEO and Founder, The Players' Impact
Speaker
Angella Goran, Founder & CEO, TAPAnGo Technologies Inc. |
| 12:15pm |
Networking Luncheon |
| 1:30pm |
Fossil Fuels vs Clean Renewable Energy and the Great Transition: Addressing Climate Change and Environmental Preservation Investing
Moderator
Laurie Lane-Zucker, Founder & Chief Executive Officer, Impact Entrepreneur, LLC
Panelists
David Hamilton Nichols, Private Investor Stan Bronson, Director Of Partnerships, Alliance for a Climate Resilient Earth (ACRE) Lina Constantinovici, Founder, Innovation 4.4 |
| 2:15pm |
Donor Advised Funds, Foundations & LLC’s – Philanthropic Options for Impact
Moderator
Richard Marker, Co-Principal, Institute for Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Anne Ferola, Director, The Frank & Vera Ferola Foundation Ellen Israelson, VP Philanthropic Services, CMO, Jewish Communal Fund Lonie Paxton, 3x SuperBowl Champion & CEO, Kindhumans |
| 3:00pm |
Millennials and Impact Investing – Empowering the Next Gen
Moderator
Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC
Panelists
Samantha Ory, General Partner, Ouroboros Group Natasha Sakraney, MBA Candidate at The Wharton School, Investor, Achieve Partners Aaron Berger, Chair, NEXUS Working Group on Energy Innovation and Environment, Initiative of Innovation 4.4 Sarah E. Endline, Entrepreneur In Residence and Executive Fellow, Harvard Business School |
| 4:00pm |
Cocktail Reception |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard Rate | |
|---|---|
| Fund Managers/Service Providers | $2,495 |
| Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) | 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.
**Those who are raising capital for a fund/project from investors or providing any service to the impact investment community including providing financing, brokerage, insurance, custody and administration, accounting, legal and other professional services are among those not eligible for complimentary investor passes.
- Defining the Responsible / Impact Investing landscape
- The next generation of impact investors
- 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: Lessons learned 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
Live and on-demand video panels/presentations with Q&A
Exhibit Hall with branded interactive booths
Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking
Zoom ‘Happy Hours’ for all conference attendees to connect
- Endowments
- Foundations
- Family offices
- Plan sponsors
- 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
