ESG & Impact Investing Forum 2023

Hilton West Palm Beach, FL
March 26, 2023 - March 29, 2023

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Opal Group is happy to announce the return of the 9th 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 22, 2023

1:00 pm

Shuttle Service Leaves Hilton Palm Beach

2:00 pm

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.

 

Limited & Separate Registration is Required

2:00 pm

Buffet and Bar opens

3:00 pm

Polo Match Begins

4:00 pm

Half-Time Champagne – Stomping of the Divots

5:00 pm

Polo Match Finishes

5:15 pm

Trophy Presentations

5:30 pm

Shuttle Service Returns to Hilton Palm Beach

8:00 am

Exhibit Hall Set-Up

8:30 am

Registration/Information Desk Opens

8:30 am

Continental Breakfast

9:30 am

Welcoming Remarks by Chairperson

Presented by

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

9:40 am

Impact & ESG Investing: The Road Ahead

Moderator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group

Panelists

Laurie Lane-Zucker, Founder & Chief Executive Officer, Impact Entrepreneur, LLC

Mona Naqvi, Global Head of Sustainable Capital Markets, S&P Global

Rebecca E. Lilly, Financial Advisor, Morgan Stanley Wealth Management

10:20 am

Creating an Impact Portfolio: Total Portfolio Construction and Best Practices

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelists

Dail St. Claire, President & Sr. Advisor, St. Claire Consultants, LLC

Emily Winslow, Associate Director, Pathstone

11:00 am

Networking Refreshment Break

 

Sponsored by:

West Ocala OZ

11:20 am

Ideas for Impact Investors: Exploration of Asset Classes & Structures of Impact Investing

Moderator

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Panelists

Chadd Evans CFA, CAIA, CEO, Overlay Capital

Ryan Carroll, VP People, CleanFiber

Jose A. Torres, Managing Partner, Monllor Capital Partners

12:00 pm

The Digitization of Microfinance: Opportunities & Pathways to Success

Presented by

Douglas Young, Managing Director of Business Development, MicroVest Capital
Management

12:30 pm

Networking Luncheon

1:50 pm

The Role of Venture Capital and Private Equity in Seeding the Future: Challenge and Opportunity in Early Stage Impact Investing

Moderator

Joe McIntosh, Director, McIntosh Management LLC

Panelists

Biff Pusey, Member, CrossGrain Family Investments

Chris Male, Co-Founder & Managing Director, Autism Impact Fund

Gabriel España, Managing Director, Iskali Capital Group

2:30 pm

Navigating and Creating an ESG Framework: What to Demand and What to Avoid

Moderator

Laurie Lane-Zucker, Founder & Chief Executive Officer, Impact Entrepreneur, LLC

Panelists

Diana Ayton-Shenker, CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

Vicki Benjamin, CEO, Karner Blue Capital

3:10 pm

Millennials & Next Gens: A New Lens on Investment Priorities

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelists

Teresa Guardans, Founding Partner, Oryx Impact

Katy Tian, Founder & CEO, Nextgen Leader Group, Executive Director, AltaCap (SFO)

Eric Dansky, Senior Investment Officer, Cooper Family Office (SFO)

Paula Schwarz, CEO, StartupBoat

4:00 pm

KEYNOTE PANEL DISCUSSION: Capital UNTAPPED! How Hall of Fame Professional Athletes are using their Innovation, Investing and Influence Capital to drive Impact and Real Estate Ventures, and How the Investor Communities can Unite to elevate Impact Projects and Investor Returns.

 

3X Lakers NBA Champion Devean George, 12 year NFL/3X Pro Bowl Warrick Dunn, Opal Keynote veterans, are joined by former Boxing World Champion Roy Jones Jr and 16-year NBA veteran, Al Harrington, to share their successes in Real Estate, Cannabis and Generational Wealth projects, along with leveraging their Influence Capital to bring Impact to their respective communities.

Moderator

Daniel Hughes, Founder/Co-Creator of Athletes Influence, Partner, LOHAS Advisors

Panelists

Devean George, 3X NBA Champion, 11-year career, CEO of George Group North Development, Founder of the Building Blocks and George Modular Innovation Solutions

Warrick Dunn, 12 years NFL, 3X Pro Bowl, Founder of Homes for Holidays, CEO of WD Communities

Roy Jones Jr., Boxing World Title Holder in 4X Weight Classes, Broadcaster, Entrepreneur and Impact Investor in Pensacola, FL

Al Harrington, 16-year NBA, Entrepreneur, Advocate, Leader in the Cannabis Industry, Founder of Viola Brands

5:00 pm

Cocktail Reception

8:30 am

Registration/Information Desk Opens

8:30 am

Continental Breakfast

 

Sponsored by:

Microvest

9:20 am

Chairperson Opening Remarks

Presented by

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

9:30 am

LP Investor Roundtable: The Role of Asset Owners in Encouraging Good Governance and Shaping Sustainable Business Practices to Invest in a Better World

Moderator

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation, Lincoln Fire & Police
Retirement System

Panelists

Kevin McGovern, Chairman & Chief Executive Officer, McGovern Capital LLC (SFO)

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Mary D'Souza, CIO, Misha Investments

10:10 am

Fixed Income & Private Credit: Navigating Opportunities for Responsible Investors in the Debt Markets

Moderator

Abigail Laufer, Chief Executive Officer, Ferguson Family Office (SFO)

Panelists

Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC

William Beck, Senior Vice President, Wilshire Associates Incorporated

10:50 am

The Important Role of Data Gathering and Metrics within the ESG & Impact Space: What to Measure and How?

Moderator

Dr. Alexandra Cook, CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO)

Panelists

Shaheen Contractor, Research Analyst - Environmental, Social, Governance, Bloomberg Intelligence

Christina Juhasz, Chief Investment Officer, Women’s World Banking Asset Management

Richard Peterson, Head of ESG Enterprise Solution Strategy, FIS Global

11:30 am

Networking Refreshment Break

11:50 am

Keynote Fireside Chat: Heavyweight Champions in Boxing, Medicine and MMA Unite to Deliver an Impact Punch for Education of the Future

 

Come listen to our Fireside Chat and learn how Daniel Puder’s Transformational
Technologies Academy is changing the landscape of Education – particularly the growing
number of at-risks and off-tracks students … and how Former Heavyweight Boxing
Champion of the World, Mike Tyson, and the renown Dr. Mehmet Oz (Dr. Oz) are
uniting to elevate the need of this student population and deliver an Impact Punch for
education.

Interviewer

Daniel Hughes, Founder/Co-Creator of Athletes Influence, Partner, LOHAS Advisors

Speakers

Mike Tyson, Former Heavyweight Champion of the World, Investor, Actor, Tyson Transformational Technologies Academy, AZ

Dr. Oz, 9X Emmy Award, co-founder of Sharecare.com, 8X NY Times Best Selling Author, Professor Emeritus of NY Presbyterian-Columbia Medical Center

Daniel Puder, MMA Champion, TEDx, Founder of My Life/My Power and CEO/Founder of Transformational Technologies Academy

12:20 pm

Networking Luncheon

1:30 pm

Fossil Fuels vs Clean Renewable Energy and the Great Transition: Addressing Climate Change and Environmental Preservation

Moderator

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

Panelists

Rosemary Sagar, Chief Investment Officer, Sagar Family Office

Mackinley Ross, Senior Analyst - Energy and Renewables, Cooper Family Office (SFO)

Shankar Swamy, CFO, EcoInvestors Capital

Jeff Davis, Forester / Land Consultant, Jeff Davis and Associates LLC

2:10 pm

Donor Advised Funds, Foundations & LLC’s – Philanthropic Options for Impact

Moderator

Richard Marker, Co-Director, UPenn High Impact Funder Academy, Founder, Institute for Wise Philanthropy

Panelists

Diana Ayton-Shenker, CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

Art Bilger, CEO, WorkingNation

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

2:50 pm

Direct and Co-Investment Opportunities in Impactful Technologies and Businesses: Analyzing Portfolio Companies and Their Potential to Solve Environmental and Social Issues

Moderator

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Panelists

Candice Beaumont, Managing Director, L Investments (SFO)

Sarah Endline, Entrepreneur In Residence (EIR) and Executive Fellow, Harvard Business School

Jason Inasi, Chief Executive Office, FUTR Impact Capital

3:30 pm

Regenerating Our Food & Agriculture Systems + Supporting Global Clean Water Initiatives

Moderator

Richard Marker, Co-Director, UPenn High Impact Funder Academy, Founder, Institute for Wise Philanthropy

Panelists

Stan Bronson, Director of Partnerships, Alliance for a Climate Resilient Earth (ACRE)

Kevin McGovern, Chairman & Chief Executive Officer, McGovern Capital LLC (SFO)

Tomie Peterson, Regenerative Economies Specialist, Intertribal Agriculture Council

Fiona Banister, Co-Founder, Investor, Decarbonized (SFO)

4:10 pm

Cocktail Reception

8:30 am

Registration/Information Desk Opens

8:30 am

Continental Breakfast

9:25 am

Chairperson Opening Remarks

Presented by

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

9:30 am

ESG Under Pressure: How to Navigate being an ESG-Sensitive Fiduciary when ESG Is under Assault

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelists

Diana Ayton-Shenker, CEO & Founder, Global Momenta; and CEO, Leonardo, Int’l Society of Art, Science & Technology

Rosemary Sagar, Chief Investment Officer, Sagar Family Office

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation, Lincoln Fire & Police Retirement System

10:10 am

Incorporating DEI into your Investment Process & Portfolio

Moderator

Tami Kesselman, Impact Strategist & Executive Coach, Next Gen Success LLC

Panelist

Adi Divgi, President & Chief Investment Officer, EA GLOBAL LLC

11:00 am

Conference Concludes

4star
Hilton West Palm Beach
600 Okeechobee Boulevard
West Palm Beach, Florida 33401, USA


Rate
Room SOLD OUT
Rates are exclusive of 13% tax.

Read cancellation policy here.

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.

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

Investors vs. Managers/Service Providers

    Types of Investors