Impact Investing Forum 2019
Palm Beach County Convention Center, West Palm Beach, FL
March 31, 2019 - April 3, 2019
Opal Group is happy to announce its 4th 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.
On March 31st, Opal Group will host a pre-event networking activity for registered participants. Held in conjunction with attendees from Opal Exchange and the Real Estate Investment Summit, we will host a networking brunch at the International Polo Club Palm Beach. Come and enjoy the 115th U.S. Open Polo Championship. Considered to be the most prestigious polo tournament in the world, indulge in fabulous cuisine, exquisite fashion, and mingle with world-class celebrities.
Polo is a private brunch and requires separate registration. Limited tickets are available. Ticket Sales and Pricing Information will be made available approximately one month prior to the event.
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To request our current agenda, participant list and sponsors
Speaker List Current as of
| 7:00am |
Exhibit Hall Set up |
| 7:30am |
Registration/Information Desk Opens |
| 7:30am |
Networking Breakfast |
| 8:30am |
Chairperson Opening Remarks Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global |
| 9:00am |
Impact Investing – Accelerating the Momentum Toward The New Normal
Moderator
James Rosebush, CEO and Founder, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
David Shantz, Director, Advisor Relations, Calvert Impact Capital Daniel Hughes, Partner/Co-Founder, LOHAS Advisors Rosemary Sagar, Chief Investment Officer, Kingdon Foundation Erica Lill, Business Development, Wilkinson Family of Companies |
| 9:45am |
A Practical Guide to Setting up an Impact Portfolio: Total Portfolio Management for Multiple Returns
Moderator
Richard Zimmerman, Advisor, WE Family Offices (MFO)
Panelists
Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO) Philip Carey, Trustee/Managing Partner, The Sapelo Foundation/Lloyd Crescendo Advisors LLC Fran Coopersmith, Esq., Director, Senior Consultant, Independent Asset Consultants |
| 10:30am |
Keynote Presentation Investing with Impact Lily Trager, Executive Director, Director of Investing with Impact, Morgan Stanley |
| 11:00am |
Networking Break |
| 11:30am |
Breaking Down ESG Strategies
Moderator
Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments
Panelists
Don Shannon, Director, StepStone Group Frances Tuite, Portfolio Manager, Fairpointe Capital LLC Christopher C. Chandler, CFA, CAIA, Partner & Senior Investment Advisor, Ballentine Partners. LLC (MFO) |
| 12:30pm |
Renewable Energy in North America Chris Moakley, Co-Founder & Managing Partner, Excelsior Energy Capital |
| 12:50pm |
High Impact Solar Powered Agrihood Development Rick Bagel, Managing Partner, Wetrock Farm |
| 1:10pm |
Networking Luncheon |
| 2:30pm |
Keynote Presentation I BELIEVE IN ZERO – Learning from the World’s Children
Speaker
Caryl Stern, President & CEO, UNICEF USA |
| 3:00pm |
The Role of Private Equity and Venture Capital in Seeding the Future: Challenge and Opportunity in Early Stage Impact Investing
Moderator
Driscoll R. Ugarte, Partner, Duane Morris LLP
Panelists
Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Silvio F. Pupo-Casco, CEO, Logos Capital Jill Newbold, Director of Business Development, Social Venture Circle David Helgerson, Managing Director, Hamilton Lane |
| 4:00pm |
The Financial Performance of Real Assets Impact Investments
Moderator
Craig Robbins, Director of Investments, Childrens Hospital of Minnesota
Panelists
Wendy Walker, CFA, Managing Director and an Outsourced Chief Investment Officer, Cambridge Associate DeAnn O’Donovan, President & CEO, AHP Servicing |
| 4:45pm |
Changing the World One Company at a Time: Stories from the Trenches of Successful Impact Influencers Making a Difference
Moderator
Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory
Panelists
Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO) Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory Karim Giscombe, founder / CEO, PLANT Neil Nisker, Co- Founder and Executive Chairman, Our Family Office Inc. (MFO) |
| 5:45pm |
Cocktail Reception |
| 7:30am |
Exhibit Hall Opens |
| 7:30am |
Registration Opens |
| 7:30am |
Networking Breakfast |
| 8:15am |
Chairperson Opening Remarks |
| 8:30am |
The Role of Data Gathering In the Impact Space: What to Measure and How
Moderator
Jennifer Kenning, CEO & Co-Founder, Align Impact
Panelists
Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office Michele Demers, Founder & CEO, Boundless Impact Investing |
| 9:15am |
Risk, Return and Impact: Understanding Diversification and Performance Within an Impact Investing Portfolio
Moderator
Sandra Osborne, Director of Investments, ImpactAssets
Panelists
Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution Hugh Brown, Senior Manager, Investor Engagement on Water, Ceres Cian Desmond, AVP, Wilshire Alternatives Research, Wilshire Associates Incorporated Jared Fuller, Principal/Head of Real Assets & Private Capital, Prime Buchholz LLC |
| 10:00am |
Networking Break |
| 10:30am |
The Impact of Opportunity Zones: Changing Communities
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
Steve Stelmach, Managing Director & Director of Equity Research, EJF Capital Ralph Dickerson, Director, Strategic & Alternative Investments, City of Atlanta Shay Rubin, Principal, ODG-Opportunity Development Group Tony Barkan, CEO & Co-Managing Principal, Allagash Opportunity Zone Partners Jack Ablin, CFA, Co-Founder & Chief Investment Officer, Cresset Wealth Advisors (MFO) |
| 11:30am |
The Disability Market: Impact Investing’s New Frontier Charles Hammerman, President & CEO, The Disability Opportunity Fund |
| 12:10pm |
Networking Lunch & Keynote Presentation You Think You’ve Done Everything Right … Then The FBI Shows Up Allen Reichman |
| 1:45pm |
Blended Finance: A World of Opportunities with Investors at the top of the Capital Stack
Moderator
Deepak Lalwani OBE, Chairman, Lalcap Ltd. (UK)
Panelists
Sindhu Lakshmanan, Senior Investment Associate, Living Cities Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global |
| 2:30pm |
Fixed Income: Navigating Opportunities for Responsible Investors
Moderator
Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Velpar Investments, Inc. (MFO)
Panelists
Dennis Hammond, Senior Advisor, Sunpointe Investments (MFO) Eric A. Glass, CFA, Portfolio Manager—Fixed Income Impact Strategies, AllianceBernstein |
| 3:15pm |
Fossil Fuels, Climate Change and The Shift Towards Investing in Environmental Preservation
Moderator
Abigail Laufer, CEO, Ferguson Family Office (SFO)
Panelists
Lina Constantinovici, Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School Craig Metrick, CAIA, Director of Manager Due Diligence and Thematic Research, Cornerstone Capital Group Michael Barber, Executive Director, Alaska Conservation Foundation |
| 4:15pm |
Investing in Sustainable and Impactful Technology Solutions
Moderator
Chuck Stetson, Chief Executive Officer, Stetson Family Office
Panelists
Nathan McDonald, Managing Partner and CEO, Keiretsu Capital Mary-Pierre Waiss, President, CEO, Precision Image Analysis Caitlin Cameron, Chair and CEO, OtoNexus Medical Sammy Wahab, CEO, Mozzaz Corporation |
| 5:00pm |
Keynote Presentation Financial Integrity as an Essential Element of and Potential Opportunity for Impact Investing Mark Poncy, President and Co-Founder, Financial Integrity Network (FIN) |
| 5:30pm |
Cocktail Reception Sponsored by The Disability Opportunity Fund |
| 6:30pm |
Keiretsu Capital’s Innovation Showcase Scotch Pitch |
| 7:15am |
Networking Breakfast |
| 8:00am |
Opening Remarks |
| 8:15am |
Millennials and Impact Investing
Moderator
Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global
Panelists
Shanah Trevenna, CEO, Smart Sustainability Consulting Inc. Lauren Thurin, Vice President, Business Development, Flat World Partners Peter Lupoff, Principal, Lupoff Friends and Family Interests (SFO) Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Senior Consultant, Tamarind Partners, Inc. Marianna Fazylova, Research Analyst, Cooper Family Office (SFO) |
| 9:15am |
Values Based Investing vs. Impact Investing
Moderator
Glen Macdonald, Managing Director, Bronfman Rothschild (MFO)
Panelists
William W. Towns, Ph.D., Executive Director, Benefit Chicago Iva Kaufman, Founder, Iva Kaufman Associates |
| 10:00am |
Keynote Presentation Reimagining Progress in an Age of Disruption
Moderator
Neera Tanden, President and CEO, Center for American Progress |
| 10:30am |
Driving Impact Through Donor Advised Funds: Community Foundations as Catalysts for Impact Investing
Moderator
Linda Mack, President and Founder, Mack International, LLC
Panelists
Stephanie Gripne, Founder and Executive Director, Impact Finance Center Shawn Castellanos, National Senior Vice President, Mission Advancement, The American Heart Association (AHA) Caren Croland Yanis, Principal, Croland Consulting |
| 11:15am |
Program Related Investments (PRI) and Mission Related Investments (MRI)
Moderator
Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy
Panelists
Anne Ferola, Director, The Frank & Vera Ferola Foundation Alexis McCarthy, Managing Director, Growth Strategies, Triskeles Foundation Dana Lanza, CEO, Confluence Philanthropy |
| 12:00pm |
Conference Concludes |
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(connects to Palm Beach County Convention Center) 600 Okeechobee Boulevard, West Palm Beach, FL, United States 561.231.6000
• 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
| Early Bird I (exp 1/31/19) | Early Bird II (exp 2/28/19) | Standard Rate | |
|---|---|---|---|
| Manager/Service Providers | $2,195 | $2,495 | $2,895 |
| Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* | - | - | 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
Portfolios with Purpose hosts fantasy stock-picking contests that merge the thrill of investing with the joy of giving. Our platform unites a global community of philanthropists who compete to win money for the charities of their choosing. We are proud to have 100% of all entry and trading fees go directly to philanthropic initiatives.
- 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
