Impact Investing Forum 2020

Hilton West Palm Beach, West Palm Beach, FL
March 29, 2020 - March 31, 2020

136 days left

Opal Group is happy to announce its 5th 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 29th, 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 116th 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 November 14, 2019

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
Technologies Inc.

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

1star
Hilton West Palm Beach
West Palm Beach, FL
(connects to Palm Beach County Convention Center)
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

Earlybird Rate I (expires 12/31/19) Earlybird Rate II (expires 2/14/20) Standard Rate
Fund Managers/Service Providers $1,595 $1,995 $2,495
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers) - - 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.

**Those who are raising capital for a fund/project from investors or providing any service to the impact investment community including providing financing, brokerage, insurance, custody and administration, accounting, legal and other professional services are among those not eligible for complimentary investor passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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