At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.
Opal is proud to launch our ESG Investment Forum (virtual) taking place on July 8, 2020.Through this virtual conference, speakers and attendees will explore the methods, processes and nuances of integrating Environmental, Social and Governance (ESG) factors when analyzing investment opportunities, with a focus on financial materiality. The conference will bring together companies and institutional investors who are actively involved in Environmental, Social and Corporate Governance as well as Sustainable, Responsible and Impact Investment.
Please join us on this journey to navigate the ESG wave in our financial future by attending and sharing thoughts on best practices and directions of deal flow opportunities.
For additional information, please email email@example.com for a copy of our Preliminary Agenda.
(Schedule Times are in EST)
The Current State of ESG Marketplace in the Wake of COVID-19
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Chris Solarz, Managing Director, Cliffwater LLC
Jennifer Collins, Fellow in Residence, Beeck Center for Social Impact + Innovation, Georgetown University
Timothy Dunn, CFA, Founder and Chief Investment Officer, Terra Alpha
Integrating ESG into your Investment Policy
Neil Cohn, Founder, Agcelerator
Max Giolitti, Chief Risk Officer, Verus Investments
Ruud Hadders, Responsible Investment Officer, ACTIAM
Patrick Briaud, Head of Impact Investing, Rockefeller Philanthropy Advisors, Inc.
Marina Leytes, Senior Vice President, 57 Stars LLC
Julian Koski, Co-Founder , Chief Investment Officer, New Age Alpha Advisors, LLC
ESG strategies are often times criticized for not generating measurable impact. Similarly, while many impact funds are effective at driving measurable impact, their investment process has not incorporated best practices from ESG managers. In this session, we will discuss strategies that both ESG and impact funds should be adopting to improve their objectives, and how LPs can support such implementation.
Priya Parrish, Managing Partner, Impact Engine
Tom Watts, Managing Partner, Radius Capital Partners
Gopi Sundaram, Managing Partner and Founder, Radius Capital Partners
Michael Williams, Director, Sixty West, LLC
Blake Snider, CFO, Sixty West, LLC
Philip Galland, CEO, GlassWRX
Networking Lunch Break & Exhibitor Showcase
Lily Trager, Executive Director, Director of Investing with Impact, Morgan Stanley Wealth Management
Mathias Ernst, Founder & CEO, Essentia Futura International LLC
Alexis McCarthy, Managing Director, Growth Strategies, Triskeles Foundation
Bernardo Guillamon, Manager, Office of Outreach and Partnerships, Inter-American Development Bank (IADB)
Caren Croland Yanis, Principal, Croland Consulting
Carolyn Kim Allwin, Co-Founder and Chief Revenue Officer, Recap Investing, Elysian Advisers
Jennifer Kenning, CEO & Co-Founder, Align Impact
Tenke Zoltani, Founder, Better Finance
Richard Ross, Chief Investment Officer, SSFO (SFO)
Abigail E. Laufer, Chief Executive Officer, Ferguson Family Office (SFO)
Richard Zimmerman, Advisor, WE Family Offices (MFO)
Abhisheik Dhawan, Partnerships Development Specialist, United Nations Capital Development Fund
Jeffrey Schub, Executive Director, Coalition for Green Capital
Iva Kaufman, Founder, Iva Kaufman Associates
Katherine Kroll, Senior Institutional Sustainable Investing Specialist, Brown Advisory
Joshua Gotbaum, Guest Scholar, Economic
Cancer Innovation and Impact Investing: The Triple Bottom Line
Craig Philips, President, Kineta, Inc.
Kamil Homsi, Founder & Chief Executive Officer, GRC investment Group (Dubai) (SFO)
Jason Franklin, PhD, Founder and Principal, Ktisis Capital
Saumya Mehrota, US Relationship Manager, United Nations Principles for Responsible Investment (UNPRI)
Maria Lettini, Executive Director, FAIRR Initiative
Catherine Ulozas, Chief Investment Officer/Vice President, Drexel University Endowment
Jeffrey Scheer, Managing Director, Pathstone (MFO)
Craig Metrick, CAIA, Managing Director, Cornerstone Capital Inc.
Jon M. Chesshire, Head of ESG/Impact Investing, Clearbrook
Lisa Renstrom, Co-Founder, ValuesAdvisor
LP Roundtable – Investing in a Better World: The Role of Asset Owners in Encouraging Good Governance and Shaping Sustainable Business Practices
Richard Marker, Co-Principal, The Institute for Wise Philanthropy, University of Pennsylvania Center for High Impact Philanthropy
Andrew Collins, Director of ESG Investing, San Francisco Employee's Retirement System
Christina Whatley, Senior Associate, Hall Capital Partners (MFO)
Holly Ruxin, Founder & CEO, Montcalm TCF (MFO)
Closing Remarks – Conference Concludes
|GP / Service Providers||$295|
|LP / Allocators||Complimentary*|
|Discounted pricing on multiple passes available. Please contact your Opal Representative or firstname.lastname@example.org for additional details.|
*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, Fund Providers as well as Business Development, Sales and Marketing Managers 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.
1on1 and group meeting capabilities
Live Video Keynote Speakers and Panels Presentations with Q&A
Exhibit Hall with branded interactive booths
Collateral Information sharing
Ability to connect and share contact details with one another
Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat
Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)