ESG Investment Forum 2020

July 8, 2020

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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 for a copy of our Preliminary Agenda.

To request our current agenda, participant list and sponsors

Current as of

(Schedule Times are in EST)


Conference Opens


Opening Remarks


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


Networking Break


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


Networking Break


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



Keynote Presentation

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
Studies, The Brookings Institution


Networking Break


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


Networking Break


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

etc.venues 360 Madison
360 Madison Ave, New York, NY 10017

Registration Pricing

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • Family Office Discussion: What Are You Looking For In This Cycle?
  • 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)

  • Accountants
  • Angel Investors
  • Attorneys
  • Blockchain
  • Broker Dealers
  • Cannabis
  • Consultants
  • Corporate Pension Plans – Trustee, Administrators, Commissioners, Staff
  • Direct Investors
  • Directors of Investments
  • Directors of Manager Selection
  • Economists
  • Emerging and Frontier Markets
  • Emerging Managers
  • Endowments
  • Equity Managers
  • ESG investors
  • ESG Fund Managers
  • Family Offices
  • Fixed Income
  • Foundations
  • Fund of Funds
  • Hedge Funds
  • High Net Worth Individuals
  • Impact Investing
  • Infrastructure Based Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • Mutual Funds and ETF Funds
  • Placement Agents
  • Portfolio Analysts
  • Portfolio Managers
  • Private Debt/Credit
  • Private Equity
  • Private Portfolio Companies
  • Public Pension Plans/Plan Sponsors – Trustee, Administrators, Commissioners, Staff
  • Real Estate Managers
  • Registered Investment Advisors
  • Seed investors
  • Software Providers
  • Sovereign Wealth Funds
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Technology Companies
  • Venture Capitalists

Manager vs. Investor Breakdown

    Investor Breakdown