Impact Investing Forum 2019

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

16 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.

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100% of contest fees go directly to charity, and nothing is used for our own operations. We often get inquiries from individuals who would like to support our organization. Portfolios with Purpose is a 501(c)(3) organization and your donations are tax deductible. Simply click on the link to donate directly to PwP. We appreciate your support.

To request our current agenda, participant list and sponsors

Speaker List Current as of March 15, 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 S. Trager, Executive Director and Director of Investing with Impact, Morgan Stanley


Neil Nisker, Co- Founder and Executive Chairman, Our Family Office Inc. (MFO)

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

Charles D. Hammerman, Co-Founder, President and CEO, Disability Opportunity Fund

Karim Giscombe, Founder, CEO, PLANT

Steve Stelmach, Managing Director & Director of Equity Research, EJF Capital LLC

James Rosebush, CEO and Founder, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

David Shantz, Director, Advisor Relations, Calvert Impact Capital

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors

Rosemary Sagar, Chief Investment Officer, Kingdon Foundation

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Philip Carey, Trustee/Managing Partner, The Sapelo Foundation/Lloyd Crescendo Advisors LLC

Don Shannon, Director, StepStone Group

Andrew Siwo, Investment Director, Head of Mission Related Investments, Colonial Consulting, LLC

Chris Moakley, Co-Founder & Managing Partner, Excelsior Energy Capital

Driscoll R. Ugarte, Partner, Duane Morris LLP

Carol Pepper, CEO & Founder, Pepper International LLC (MFO)

Silvio Casco, City of Miami Board of the Mayors International Council, City of Miami

Craig Robbins, Director of Investments, Childrens Hospital of Minnesota

Wendy Walker, Managing Director and an Outsourced Chief Investment Officer, Cambridge Associates, LLC

Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory

Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)

Thomas Haug, CEO, Managing Member, Aspen Tree Advisory

Jennifer Kenning, CEO & Co-Founder, Align Impact

Richard Edwards, Managing Director, Third Sector Capital Partners, Inc.

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

Julapa Jagtiani, Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Sandra Osborne, Director of Investments, ImpactAssets

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

Carolyn Kim Allwin, Managing Director, Elysian Advisers

Sindhu Lakshmanan, Senior Investment Associate, Living Cities

Lara Driscoe, Managing Director, OPIC (Overseas Private Investment Corporation)

Esther Pan Sloane, Head of the Partnerships, Policy and Communications, UNCDF

Biff Pusey, Senior Wealth Advisor & Portfolio Manager, Keel Point (MFO)

Dennis Hammond, Senior Advisor, Sunpointe Investments (MFO)

Abigail Laufer, CEO, Ferguson Family Office (SFO)

Lina Constantinovici, Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School

Craig Metrick, CAIA, Director of Manager Due Diligence and Thematic Research, Cornerstone Capital Group

Chuck Stetson, Chief Executive Officer, Stetson Family Office

Nathan McDonald, Managing Partner and CEO, Keiretsu Capital

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

Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global

Shanah Trevenna, CEO, Smart Sustainability Consulting Inc

Anna Oganesyan, Head of Business Development, Flat World Partners

Peter Lupoff, Principal, Lupoff Friends and Family Interests (SFO)

Laura Cooper, Operations Officer, Cooper Family Office (SFO)

Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Senior Consultant, Tamarind Partners, Inc.

Glen Macdonald, Managing Director, Bronfman Rothschild (MFO)

Ilana Landsberg-Lewis, Executive Director, Stephen Lewis Foundation

William W. Towns, Ph.D., Executive Director, Benefit Chicago

Iva Kaufman, Founder, Iva Kaufman Associates

Dien Yuen, Managing Director, Evercore Wealth Management, LLC

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

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

Anne Ferola, Director, The Frank & Vera Ferola Foundation

Dana Lanza, CEO, Confluence Philanthropy

Frances Tuite, Portfolio Manager, Fairpointe Capital LLC

Tony Barkan, CEO, Co-Managing Principal, Allagash Opportunity Zone Partners

Christopher C. Chandler, CFA, CAIA, Partner & Senior Investment Advisor, Ballentine Partners. LLC (MFO)

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

• 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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898


Presented by

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


Presented by

Neera Tanden, President, Center for American Progress


Presented by

Caryl Stern, President & CEO, UNICEF

Presented by

Lily S. Trager, Executive Director and 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.

  • 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