Boca Raton Resort & Club, Boca Raton, FL
April 23, 2017 - April 25, 2017
Opal Group is happy to announce its 2nd annual Impact Investing Forum. 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 proving that mission-driven and communication based strategy, can attract value based workforce, investor base, and like-mined consumer. Impact investing strategies are also proving to be able to generate returns in line to their traditional counterparts. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials. The 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, and the role of the investor are just a few of the stimulating topics to be covered at this event.
The event will kick off with a large networking function at the U.S. Open Polo Championship.
113th U.S. Open
International Polo Club Palm Beach
Come and enjoy the U.S. Open Polo Championship, considered to be the most prestigious polo tournament in the world, 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.
CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*
12:00pm |
113th 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. |
12:45pm |
Brunch |
3:00pm |
Polo Match Begins |
3:45pm |
Half-Time Champagne — Stomping of the Divots |
5:00pm |
Polo Match Finishes |
5:15pm |
Trophy Presentations |
5:30pm |
Return to Boca Raton Resort & Club |
6:00pm - 8:00pm |
Exhibit Setup |
7:00am |
Exhibit Hall / Registration Opens Breakfast |
7:45am |
Co-Chair Opening Remarks Tami Kesselman, Founder & CEO, TBL Alpha Advisory Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory |
8:00am |
Defining the Evolution of Impact Investing for the Next Generation
Moderator
Jennifer Kenning, CEO & Co-Founder, Align Impact
Panelist
Katherina Rosqueta, Founding Executive Director, Center for High Impact Philanthropy
Panelist
Ross E. O’Brien, Founder & CEO, Bonaventure Equity, LLC
Panelist
Ben Bingham, CEO, 3Sisters Sustainable Management LLC |
8:45am |
Innovation in Portfolio Construction: Preventing your Portfolio’s Investments from Working Against Your Values
Moderator
William A. Pusey, Jr., Senior Wealth Advisor, Keel Point (MFO)
Panelist
Carol Pepper, CEO & Founder, Pepper International LLC (MFO)
Panelist
Hyewon Kong, Director, AGF Investments Inc.
Panelist
Jennie Wang, Head of Product, DWAAR, InvestCloud, Inc. |
9:30am |
Looking at Opportunities in Private Debt and Real Assets
Moderator
Gordon “Grant” Curtis, Director of Investments, CI Investments (SFO)
Panelist
Kaarsten Turner Dalby, Vice President – Ecological Services, The Forestland Group
Panelist
Abigail Laufer, CIO, Ferguson Family Office (SFO)
Panelist
James Leach, President, Leach Family Holdings (SFO) |
10:15am |
Networking Break Sponsored by: Forest First Colombia S.A.S |
10:30am |
How Responsible Investments can Drive Growth in Alternative Assets
Moderator
Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory
Panelist
Chris Leavy, Co-Chairman, MedMen
Panelist
Geoff Eisenberg, Principal, Ecosystem Integrity Fund
Panelist
Crayton Bell, Founder, CLB Advisory Services
Panelist
Tom Ferraro, Managing Director, Ultra Capital, LLC |
11:30am |
Colombia: Now Ready for Impact Investors Tobey Russ, Chief Executive Officer, Forest First Colombia S.A.S. |
11:50am |
The Art of the (Club) Deal – Family Office Co-Investing Strategy & Structure Marc Lopresti, Founding Partner, Lopresti Law Group |
12:10pm |
Networking Luncheon Keynote Presentation: Shifting Dynamics of the Capital Markets Driving Impact at Scale
Keynote Speaker
Erika Karp, Founder & Chief Executive Officer, Cornerstone Capital Group |
1:30pm |
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.
Moderator
Anthony Cortese, Principal, Intentional Endowments Network
Panelist
Kristine Pelletier, Senior Consultant, NEPC, LLC
Panelist
Peggy Taylor, CFA, Investment Specialist, Principal, Atlanta Capital Management
Panelist
Gordon Short, CPA, Managing Director, Tax Advisory Services, globalX |
2:30pm |
Impactful Technology Showcase: Investments that Change the Future
Moderator
Nathan McDonald, Managing Partner and CEO, Keiretsu Capital
Panelist
Gordon Skene, CEO, Phytonix Corporation
Panelist
Mary-Pierre Waiss, President & CEO, PIA - Precision Image Analysis
Panelist
John Libs, CEO, Phyllom BioProducts Corporation
Panelist
Charlie Silver, CEO, Mission Bio
Panelist
Erica Lill, Partner, Keiretsu Capital |
3:30pm |
Generating Alpha Through Private Equity and venture Capital
Moderator
Skip Coomber III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)
Panelist
Lisa Calhoun, Managing Partner, Valor Ventures
Panelist
Jonathan Smiga, Managing Partner, Keen Growth Ventures
Panelist
Rob Kaplan, Co-Founder & CEO, Closed Loop Fund
Panelist
Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO)
Panelist
Garrett Van Wagoner, Managing Member, Silicon Valley Venture Group |
4:45pm |
Networking Break Sponsored by: Keiretsu Capital |
5:00pm |
Fixed Income and Credit 3.0: Navigating Opportunities for Responsible Investors
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelist
Donald Plotsky, Investor, Uinta Investment Partners (MFO)
Panelist
Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)
Panelist
Bruce DeLaurentis, Founder and Principal, Kensington Analytics, LLC
Panelist
David Sand, Chief Investment Strategist & Chief Impact Investment Officer, Community Capital Management, Inc. (CCM) |
5:45pm |
Navigating the Opportunities and Risks in Real Estate
Moderator
Brian Jones, President and Sr. Consultant, Gavion LLC
Panelist
David Robb, Managing Director, Frontier Group (SFO)
Panelist
Bill Thomas, Executive Vice President, MacDonald Realty Group
Panelist
Greg Myers, Managing Director, Cortland Capital Market Services LLC
Panelist
Marc Lopresti, Founding Partner, Lopresti Law Group |
6:30pm - 7:30pm |
Cocktail Reception |
7:00am |
Breakfast Open Breakfast Workshop: Accountability, Transparency, and Measuring Success
Facilitated by
Brian Beachkofski, Senior Director, Third Sector Capital Partners David Wood, Initiative for Responsible Investment, Hauser Center for Nonprofit Organizations, Harvard University |
8:20am |
Opening Remarks |
8:30am |
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.
Keynote Speaker
Mark Brewer, President/CEO, Central Florida Foundation / Community Foundation Partners |
9:00am |
The Coming Impact of Impact!
Keynote Speaker
James Rosebush, Founder and CEO, The Wealth and Family Office Management Group |
9:30am |
Values Based Investing vs. Impact Investing
Moderator
Tami Kesselman, Founder & CEO, TBL Alpha Advisory
Panelist
Bonny Landers, Head of SRII, Head of Family Governance, Sandaire (MFO)
Panelist
Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office
Panelist
Rudi Bester, CEO, Memory Trees Corporation
Panelist
Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur Network |
10:30am |
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.
Keynote Speaker
Michael Dougherty, CEO, Pencils of Promise |
11:00am |
Networking Break |
11:20am |
How Impact Investments Can Drive Global Health Innovation Curt LaBelle, MD, Managing Partner, Global Health Investment Fund |
11:40am |
What Every Investor Should Know About The Global B Corp Movement Dr. Shanah Trevenna, Director, The Sustainability Association of Hawaii, CEO, Smart Sustainability Consulting Inc. |
12:00pm |
Program Related Investments (PRI) and Mission Related Investments (MRI)
Moderator
Richard Marker, Co-Principal/Founder, Wise Philanthropy and NYU Academy for Grant Making & Funder Education
Panelist
John Schaetzl, Senior Advisor, The Bill and Melinda Gates Foundation
Panelist
Jeramy Lund, Managing Director, Sorenson Impact Center
Panelist
Craig Robbins, Sr. Investment Strategist, Children’s Hospital of Minnesota |
12:45pm |
The United Nations Sustainable Development Goals: What they mean for your Investment Portfolio
Moderator
Katherine St. Onge, Senior Officer, Investor Relations, Calvert Social Investment Foundation
Panelist
Victoria Vysotina, Founder, V V Strategic Group
Panelist
Chris Fowle, Associate Director, Americas, Global Networks & Outreach, United Nations Principles for Responsible Investment
Panelist
Daniel Emmrich, Senior Consultant, Dr. Wieselhuber & a Partner GmbH |
1:30pm |
Conference Concludes |
Room Rate | $329 |
Standard Rate | |
---|---|
Asset Managers & Service Providers | $2,495 |
Institutional End-Investors (subject to qualification)*** | Complimentary* |
*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*Subject to Opal Group's approval. Eligibility will be verified.