Impact Investing Forum 2019

Palm Beach County Convention Center, West Palm Beach, FL
March 31, 2019 - April 3, 2019

77 days left

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.

To request our current agenda, participant list and sponsors


Speaker List Current as of January 7, 2019

Keynote Speakers

Mark Poncy, President and Co-Founder, Financial Integrity Network (FIN)

Neera Tanden, President, Center for American Progress

Caryl Stern, President & CEO, UNICEF

Lily Trager, Executive Director, Director of Investing with Impact, Morgan Stanley

Speaker

DeAnn O’Donovan, President, Chief Executive Officer and Director, AHP Servicing, LLC

Hilton West Palm Beach
(connects to Palm Beach County Convention Center)" data-x="26.70483759999999" data-y="-80.05748260000001">
1star
Hilton West Palm Beach
(connects to Palm Beach County Convention Center)
600 Okeechobee Boulevard, West Palm Beach, FL, United States
561.231.6000

Room Rate
Hilton West Palm Beach
Room Rate $329
*Prices exclusive of State and Local taxes, currently 13.02%

• 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 info@opalgroup.net

TBA

Presented by

Mark Poncy, President and Co-Founder, Financial Integrity Network (FIN)

TBA

Presented by

Neera Tanden, President, Center for American Progress

TBA

Presented by

Caryl Stern, President & CEO, UNICEF

Presented by

Lily Trager, Executive Director, Director of Investing with Impact, Morgan Stanley

  • 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.

portfolioswithpurpose.org

  • 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