Impact Investing Forum 2017

113^th U.S. Open Quarter Finals

Come and enjoy the U.S. Open Polo Championship! Fabulous cuisine, entertainment, fashion, and world-class celebrities 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.

Brunch

Polo Match Begins

Half-Time Champagne — Stomping of the Divots

Polo Match Finishes

Trophy Presentations

Return to Boca Raton Resort & Club

Exhibit Setup

Exhibit Hall / Registration Opens

Breakfast

Co-Chair Opening Remarks

Defining the Evolution of Impact Investing for the Next Generation

• How do we/they (millennials) define Impact Investing? What is it about impact investing and millennial mentality that is gelling together so well?
• Does the term impact investing mean the same thing to a next gen around age 30 and their 60-year-old parent? Why or why not?
• How has technology played a role in the next generation’s access and view on world issues that has in turn affected how they consume and invest their money?
• It’s hard to contest that impact investing has grown immensely in the past 5-10 years, why do we think that is? Is it because of next gen investors deploying more capital or the traditional investor and/or advisor coming around? And/or are foundations aligning their program related activities and the corpus/endowment as the next generation engages in their family foundations.
• When looking to the future, how do we think impact investing will evolve both domestically and internationally? What issue areas do we think we have the potential to actually solve global problems and why?
• The role of impact investing post 2016 election

Innovation in Portfolio Construction: Preventing your Portfolio’s Investments from Working Against Your Values

• Values: Determining what is important.
• Investments: Accessing impact opportunities.
• Outcomes: Measuring and reporting “impact.”
• Innovation: New opportunities for impact investing.
• voila! Portfolio Construction

Looking at Opportunities in Private Debt and Real Assets

• Why Private Debt and Real Assets
• How Do You Source Transactions
• How Do Does One Avoid Potential Risks Associated with Private Deals
• Is There Room for Co-Investing with Other Families or Institutions
• What Are Examples of Typical Legal Structures

Networking Break

Sponsored by:

Forest First Colombia  S.A.S

How Responsible Investments can Drive Growth in Alternative Assets

• How does the new administration and regulatory environment drive investment decisions?
• Is there a financial benefit to investing responsibly and why?
• Where is the growth in opportunity for alternative investments within impact investing?
• Are there investment structures that allow for both market rate returns and quantifiable positive impact?

Colombia: Now Ready for Impact Investors

The Art of the (Club) Deal – Family Office Co-Investing Strategy & Structure

Networking Luncheon

Keynote Presentation: Shifting Dynamics of the Capital Markets Driving Impact at Scale

Breaking Down ESG Strategies

The term “ESG investing” is tossed around in the media and in boardrooms, but what exactly is it? Is there real money being put to work? What types of investors are investing with an ESG lens? How does an investor implement an ESG strategy? Does one give up returns? This panel will discuss ESG strategies from several perspectives. We will hear how investors define ESG, whether there are investment tradeoffs to be considered, and the practical considerations when implementing such a strategy across asset classes.

Impactful Technology Showcase: Investments that Change the Future

Generating Alpha Through Private Equity and venture Capital

• What will be the impact of rising interest rates on the Private Equity/Venture Capital world?
• Has the current political environment helped or hurt Private Equity/Venture Capital investments?  ..hurt fundraising prospects?
• Has the Trump Administration’s recent comments about “enforcing Federal law” with respect to the cannabis industry stopped that train in it’s tracks?  (I know that it caused us to halt a $1mm investment in a cannabis fund)
• If there is a large market downturn within the next few years, what impact will it have on the PE/VC world?  (Will we go back to a situation where the only exit is via M&A?)
• Does the remarkable increase in commercial and office lease rates portend a crash, a la 2007’s high lease rates?

Networking Break

Sponsored by:

Keiretsu Capital

Fixed Income and Credit 3.0: Navigating Opportunities for Responsible Investors

• How do sophisticated investors incorporate SRI/ESG frameworks into their decision-making?
• Must investors give up returns when making investments that have a positive impact?
• What types of investment opportunities are available?
• Are lending strategies and positive impact mutually exclusive?
• What are the challenges in finding good opportunities?

Navigating the Opportunities and Risks in Real Estate

Cocktail Reception

Breakfast

Open Breakfast Workshop:

Accountability, Transparency, and Measuring Success

Opening Remarks

The Future of Social Investing is Now: Building Systems that Attract Investors

As the world looks for new ways to create sustainable solutions to vexing social issues, communities across America are beginning to use impact investment strategies to bring capital to creative and innovative systems-based solutions. Permanent housing strategies, healthcare delivery systems, and social enterprise design and development are just a few examples of areas that are creating deal flow. As impact investment strategies grow and develop beyond the esoteric, investors – both philanthropic and equity – are starting to drive infrastructure and systems solutions to complex social problems.

The Coming Impact of Impact!

Values Based Investing vs. Impact Investing

Education Impact: Raising the Bar on Outcome Transparency in Global Literacy

The facts are clear and alarming: 250 million children in the world cannot read or write. Despite that nearly half of the world’s children spend at least four years in school and globally, nearly $129 billion is invested in education, progress in quality global education (as defined by achieving basic literacy) has been slow and sometimes stagnant. With such results, it is understandable why investors and philanthropists are sometimes hesitant to invest in education.

His talk will discuss what best practice transparency in non-profits looks like, and how good data can be used by impact investors and philanthropists to effectively evaluate the social returns on their investments.

Networking Break

How Impact Investments Can Drive Global Health Innovation

What Every Investor Should Know About The Global B Corp Movement

Program Related Investments (PRI) and Mission Related Investments (MRI)

• Definitions:  what is an MRI?  What is a PRI?
• Where do these stand in the eye of the IRS?
• What are examples of successful uses of these vehicles?
• Is there an optimal size or type of organization to use these vehicles most effectively?
• As they have become more utilized, are there cautions that funders should know about?  Errors to avoid?
• What kind of advisory services are best for assisting your foundation or funding organization make effective use of these vehicles?

The United Nations Sustainable Development Goals: What they mean for your Investment Portfolio

Conference Concludes