ESG & Impact Investing Forum 2023
Hilton West Palm Beach, FL
March 26, 2023 - March 29, 2023
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
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 |
| 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
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
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 |
600 Okeechobee Boulevard
West Palm Beach, Florida 33401, USA
| Rate | |
|---|---|
| Room | SOLD OUT |
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.
- 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
