ESG & Impact Investing Forum 2024

Hilton West Palm Beach, FL
March 17, 2024 - March 19, 2024

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Opal Group is happy to announce the return of the 10th 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.

Current as of March 14, 2024

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

8:15 am

Registration/Information Desk Opens

8:15 am

Continental Breakfast

 

Thank You to our Sponsors

9:15 am

Welcoming Remarks by Chairperson

Presented by

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

9:25 am

ESG & Impact Investing: The Road Ahead For Stakeholders & Investors

Moderator

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

Panelists

Carol Schleif CFA, FSA, Deputy Chief Investment Officer, BMO Family Office (MFO)

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

Chris Hagler, Partner, Head of ESG, Independence Point Advisors

10:10 am

Creating an Impact Aligned Portfolio: Total Portfolio Construction and Best Practices

Moderator

Glen Macdonald, Senior Vice President, Morgan Stanley

Panelists

Valerie Red-Horse Mohl, President & Co-Founder, Known

Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO)

11:00 am

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

Moderator

Joe McIntosh, Director, CJM Heritage

Panelists

David Mullings, Founder & CEO, Blue Mahoe Capital

Perry Teicher, Impact Finance Counsel, Orrick

Paul Owens, CEO, Alberta Carpenters, Allied Workers Pension Fund

11:40 am

Carbon & Regenerative Farming: The Next Era In Agriculture

Presented by

Rob Hurlbut, Managing Director, Agriculture Capital

12:00 pm

Networking Luncheon

1:20 pm

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

Panelists

Jason W. Ingle (5th Gen), Chair, Ford Family Office and Managing Partner, Third Nature Investments

Rini Greenfield, Founding Managing Partner, Rethink Food

Julia Paino, Partner, Board Member, Desert Bloom Foods

2:00 pm

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

Paul Owens, CEO, Alberta Carpenters, Allied Workers Pension Fund

Gregory Wendt, CFP, Senior Wealth Advisor, ESG & Impact Investing Strategy, Perigon, Founder, Green Economy Think Tank

Francie Heller, Member Board of Trustees, Furman University Endowment

Candice Corby, President, Hidden Star Equity Fund

2:40 pm

Millennials & Next Gens: A New Lens on Investment Priorities

Moderator

Jason W. Ingle (5th Gen), Chair, Ford Family Office and Managing Partner, Third Nature Investments

Panelists

Austin Wright, Chair, The Museum of Democracy Inc.

Daniela Fernandez, Founder & CEO, Sustainable Ocean Alliance

Melanie Fornes, Climate Change Investment Specialist, Glenmede

Tom Liravongsa, Managing Director, LCre Global

3:20 pm

Networking Refreshment Break

 

Sponsored by: Agriculture Capital

3:50 pm

The Great Transition: Addressing Climate Change and Environmental Preservation

Moderator

Richard Zimmerman, Partner and Executive Director, WE Family Offices, Foundation House

Panelists

Brendan Lane Larson, Co-Founder & CEO, AbsoluteClimo

Hughey Newsome, Chief Financial Officer, Piston Group

Stavros Koutsantonis, Managing Director, Conservation Resources

4:30 pm

Private & Public Companies Using Impactful Technologies To Support Sustainability Initiatives And Generate ROI For Impact Investors

Moderator

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

Panelists

Jim Hurd, Director, Hurd Family Office Green Science Exchange

Simon Littlewood, Director, The Li Family Office (SFO)

Michael Terpin, CEO, Transform Capital (SFO)

Ignacio Handal, Chief Executive Officer, Clinicom Healthcare Inc.

5:10 pm

KEYNOTE DISCUSSION: Year 6 of Capital UNTAPPED Continues! – In its 6th year of delivering Powerful Keynotes and Compelling Panels – The Capital Untapped!/Athletes Influence & Impact series profiles how Professional Athletes are using their Innovation, Investing and INFLUENCE Capital to drive Business and Impact Ventures, and how the Family Office, Private Wealth and Impact investor community can partner to elevate respective projects and accelerate Return on Investments.

Moderator

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

Panelists

Eric Reid, Jr., NFL, Pro Bowl Free Safety (2013), Consensus All-American LSU (2012), Social Justice/Equity/Impact - CEO/Founder/Investor - Automotive, Food Redistribution, Tech

Craig J Lewis, Founder/CEO of Gig Wage, European Professional Basketball, active Tech Investor, Thought Leader on the Future of Work and the Gig Economy

Shawn Springs, 13-year NFL/Pro-Bowl Defensive Back/CEO/Founder of WIndpact/TedX speaker/Ohio State Hall of Fame

Kevin Burnett II, 9-year NFL, active Real Estate Investor, HS School Coach, AI and HealthTech Entrepreneur, strategic partner of MedicalIP and the DeepCatch Technology

6:10 pm

Cocktail Reception

 

Thank You to our Sponsors

8:00 am

Registration/Information Desk Opens

8:00 am

Continental Breakfast

 

Thank You to our Sponsors

9:00 am

Chairperson Opening Remarks

Presented by

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

9:05 am

Presentation: Empowering the Fight Against Human Trafficking through Intergenerational Giving

Presented by

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

Monica Morton, President/Investigator/Consultant, K.N.O.W. LLC

Saxon Knight, Strategy Advisor and Founder, House of Saxons

9:20 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

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

Panelists

Rosemary Sagar, Chief Investment Officer, Sagar Family Office

Steven Lynn Skancke, Chief Economic Advisor, Keel Point (MFO)

Greg Knoll, Beneficiary Trustee & Board Treasurer, The Firefighters Pension Investment Fund, Executive Director, IPFA

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

10:05 am

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

Moderator

Mary D'Souza, CIO, Misha Investments

Panelists

Tyler Washington, Senior Managing Partner, Society Venture Group

Meghan Siripurapu, CFA, Managing Director, Independence Point Advisors

10:40 am

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

Moderator

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

Panelists

Shaheen Contractor CFA, Senior Research Strategist, Environmental Social Governance, Bloomberg Intelligence

Paul Rabinovitch, Senior Investment Advisor & Lead Strategist, Confidential Single Family Office (FL)

11:20 am

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

Moderator

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

Panelists

Dionne C. Broadus, National Vice President, Social Impact, American Heart Association

Karen Korponai, Board Member, Playing For Change Foundation

Rick Davis, Managing Partner, LOHAS Advisors

12:00 pm

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

Moderator

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

Panelists

Hope Lovell, Managing Director, Alexander Legacy Private Wealth Management

Gregory Wendt, CFP, Senior Wealth Advisor, ESG & Impact Investing Strategy, Perigon, Founder, Green Economy Think Tank

12:50 pm

Networking Luncheon

 

Thank You to our Sponsors

2:00 pm

Conference Concludes

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


Rate
Room $389
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