ESG & Impact Investing Forum 2023

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

60 days left

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 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

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


Room Rate
Resort View $379
* Rates are exclusive of 12% tax

• 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

Early Bird Rate
(exp. 2/10/23)
Standard Rate
Fund Managers/Service Providers $2,195 $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