Impact Investing Forum 2018

Hilton West Palm Beach, West Palm Beach, FL
April 22, 2018 - April 24, 2018

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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.

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

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

Linda Mack, President and Founder, Mack International, LLC

Richard Marin, CEO, Low Emissions Resources Corporation

Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director,
University of Pennsylvania’s Center for High Impact Philanthropy

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
600 Okeechobee Boulevard, West Palm Beach, FL, United States

Hilton West Palm Beach SOLD OUT
Try these other hotels:
Residence Inn by Marriott West Palm Beach Downtown/CityPlace Area
455 Hibiscus St, West Palm Beach, FL 33401
(561) 653-8100
Hyatt Place West Palm Beach/Downtown
295 Lakeview Ave, West Palm Beach, FL 33401
(561) 655-1454
West Palm Beach Marriott
1001 Okeechobee Blvd, West Palm Beach, FL 33401
(561) 833-1234
*Prices exclusive of State and Local taxes, currently 12%
  • 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • 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

Manager vs. Investor Breakdown

    Investor Breakdown