Impact Investing Forum 2018
Hilton West Palm Beach, West Palm Beach, FL
April 22, 2018 - April 24, 2018
Opal Group is happy to announce its 3rd 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-minded 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.
114th 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.*
To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of
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Lauren Booker Allen, Vice President, Jordan Park Group (MFO) Carolyn Kim Allwin, Managing Director, Elysian Advisers Bradley J Beman, Chief Investment Officer, Credit and Direct Lending, Tortoise Susanne Bregy, Managing Director, Rhodanus Capital Jason Britton, CIO, Work Capital Stan Bronson, Executive Director, Florida Earth Foundation Caitlin Cameron, Chair and CEO, OtoNexus Medical Technologies, Inc. Philip Carey, Trustee/Managing Partner, The Sapelo Foundation/Lloyd Crescendo Advisors LLC Catherine Lee Clarke, Vice President & Senior Client Investment Advisor, Sentinel Trust Company (MFO) Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Senior Consultant, Tamarind Partners Art Cooper, COO, Cooper Family Office (SFO) Fran Coopersmith, Esq., Director, Senior Consultant, Independent Asset Consultants Anthony Cortese, Principal, Intentional Endowments Network Kaarsten Turner Dalby, Vice President - Ecological Services, The Forestland Group, LLC John Daly, Investment Committee Member, Trustee Emeritus, Culinary Institute of America Georges Dyer, Principal, Intentional Endowments Network Anne Ferola, Director, Education & Strategic Partnerships, Center for High Impact Philanthropy Stacey Flier, CFA, Senior Consultant, NEPC, LLC Nicole Giambarrese, General Counsel, New York City Police Pension System Khurram Gillani, Vice President, Portfolio Manager, Breckinridge Capital Advisors
Keynote Speaker
Hon. Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution John Grossman, Managing Director and General Counsel, Third Sector Capital Partners, Inc. Tracy Harris, Partner and Head of ESG, StepStone Group Andrew Hodges, CFA, Managing Member, Value Investment Professionals, LLC Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO) Sam Ifergan, Founder & CEO, iGan Partners Mark Jackson, Scientific Lead of Business Development, Cambridge Quantum Computing Brian Jones, President and Sr. Consultant, Gavion LLC Jeremy Keele, Senior Advisor, Sorenson Impact Foundation Michael J. Kelnosky, Client Portfolio Manager, Tortoise Jennifer Kenning, CEO & Co-Founder, Align Impact Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global Sydney Kitson, Chairman and CEO, Kitson & Partners Christopher Knapp, CEO, Collaboration Capital Sindhu Lakshmanan, Senior Investment Associate, Living Cities Abigail Laufer, CIO, Ferguson Family Office (SFO) Robert Levin, Managing Director, Emerging Start Capital, LLC Anders Lindquist, Founder and President, Business Development, EchoStone Housing Solutions Eddie Lorin, CEO/Founder, Strategic Realty Holdings and Impacthousing.com Linda Mack, President and Founder, Mack International, LLC Richard Marin, CEO, Low Emissions Resources Corporation Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, Keith Mauppa, Vice President of Direct Investing, Flat World Partners Christian McDonald, Portfolio Manager, Assistant Portfolio Manager, Research Analyst, Kennedy Capital Management, Inc. Jennifer Murtie, COO & Partner, Pathstone (MFO) Rehana Nathoo, Vice President, The Case Foundation Alex Neckles, Regional Director, Business Development, ImpactAssets Chi Nnadi, Founder/CEO, Sela Technologies Teresa Pahl, Partner, Hanson Bridgett LLP Alok Patel, CEO, Azcende Krishna Patel, General Counsel & Director of Justice Initiatives, Grace Farms Foundation Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Craig Robbins, Sr. Investment Strategist, Children’s Hospital of Minnesota James Rosebush, Founder and CEO, The Wealth and Family Office Management Group Kirby Rosplock, PhD, Founder & CEO, Tamarind Partners Inc. John Schaetzl, Lead Non-Executive Director, Access to Medicine Foundation Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO) Larry Selzer, President & CEO, The Conservation Fund David Shantz, Director, Advisor Relations, Calvert Social Investment Foundation Padraig Sheehy, Senior Vice President, KBI Global Investors Dail St. Claire, Director, Finance and Investment, Episcopal Church Foundation Chuck Stetson, CEO, Stetson Family Office (SFO) Samuel Sussman, Partner/Head of Investment Strategy, Alternative Investment Group Shanah Trevenna, CEO, Smart Sustainability Consulting Inc. Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office Garrett Van Wagoner, Founder, Van Wagoner Ventures Wendy Walker, Managing Director and an Outsourced Chief Investment Officer, Cambridge Associates Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust Dien Yuen, Managing Director, Evercore Wealth Management, LLC (MFO) Catherine Zieman, CFP, CIMA, CAP, Managing Director/Senior Advisor, Fieldpoint Private Advisors, Inc. (MFO) Richard Zimmerman, Advisor, WE Family Offices (MFO) |
| Hilton West Palm Beach | SOLD OUT |
| Try these other hotels: | |
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Residence Inn by Marriott West Palm Beach Downtown/CityPlace Area 455 Hibiscus St, West Palm Beach, FL 33401 (561) 653-8100 |
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Hyatt Place West Palm Beach/Downtown
295 Lakeview Ave, West Palm Beach, FL 33401 (561) 655-1454 |
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West Palm Beach Marriott
1001 Okeechobee Blvd, West Palm Beach, FL 33401 (561) 833-1234 |
- Rooms are available only to those participants who are registered conference attendees.
- Rooms will not be guaranteed without a credit card.
- Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
- The name on the form will be the name of the guest room.
Palm Beach International Airport
Distance from Hotel: 3 mi.
Drive Time: 10 min.
Taxi $13.00 USD
Guests can enjoy our complementary airport shuttle to the hotel from PBI.
Fort Lauderdale/Hollywood International
Distance from Hotel: 35 mi.
Drive Time: 45 min.
Registration Pricing
| Standard Rate | |
|---|---|
| Manager/Service Providers | $2,495 |
| Investors: Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments and Foundations* | 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.
- Defining the Responsible / Impact Investing landscape
- What and who are the different types of impact investors and how are they adapting to global change?
- 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: People speaking 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
- Endowments
- Foundations
- Family offices
- 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
