Impact Investing Forum 2020

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

37 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 February 21, 2020

7:00am

Exhibit Hall Set-Up

7:30am

Registration/Information Desk Opens

7:30am

Continental Breakfast

8:45am

Welcoming Remarks

Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

9:00am

Impact Investing: The Road Ahead

Moderator

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

Panelists

Larry Jackson II, Program Advisor to the Assistant Secretary, Office of Community Planning and Development, U.S. Department of Housing and Urban Development

Lisa Woods, Managing Director, KPMG LLP

Simon Littlewood, Director, Li Family Office (SFO)

9:45am

Creating an Impact Portfolio: Total Portfolio Construction Strategies

Moderator

Joe McIntosh, Executive Director, Tarrant County College Foundation

Panelists

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

Rocio Ortega, Partner, Associate Advisor, WE Family Offices (MFO)

10:30am

KEYNOTE PRESENTATION

Alfonso Costa Jr., Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)

11:00am

Networking Refreshment Break

11:20am

The Impact of Opportunity Zones Today : The Impact on Changing Communities

Moderator

Harold Hughes, Board Chair of Endowment, St. Johns College

Panelists

Jack Ablin, CFA, Co-Founder & Chief Investment Officer, Cresset

TBA, Redbrick LMD, LLC

12:00pm

Standalone

12:20pm

Life Sciences and Impact Investing: The Triple Bottom Line

Craig Philips, President, Kineta, Inc.

12:40pm

KEYNOTE PRESENTATION

Sgt. Matthew Eversmann, Hero of BlackHawk Down and The Battle of Mogadishu

1:00pm

Networking Luncheon

2:15pm

The Role of Private Equity and Venture Capital in Seeding the Future: Challenge and Opportunity in Early Stage Impact Investing

Moderator

Alexandra Cook, CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)

Panelists

Carlos Ochoa, General Partner, AI8 Ventures

David Robb, Managing Director, Frontier Group (SFO)

3:00pm

Navigating ESG: What to Demand and What to Avoid

Moderator

Neil Cohn, Founder, Agcelerator

Panelists

Anna White, Principal, Director of Investment Communications, Bessemer Trust (MFO)

Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)

Chris Walker, Principal, Scaling SDGs

3:45pm

Networking Refreshment Break

4:00pm

Alternative Ideas for Impact Investors: Exploration of New Asset Classes of Impact Investing

Moderator

Jennifer Kenning, CEO & Co-Founder, Align Impact

Panelists

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

Sandra Osborne Kartt, Director of Investments, ImpactAssets

4:45pm

Direct and Co-Investment Investment Opportunities in Sustainable and Impactful Technology: Analyzing Impact Investing in Portfolio Companies

Moderator

Craig Robbins, Director of Investments, Children’s Hospital of Minnesota

Panelists

Jacqueline Holmes, Founder & Chief Investment Officer, Midori Management (SFO)

Ira Perlmuter, Managing Director, T5 Equity Partners LLC (SFO)

Adam Goodfriend, CIO, Alberleen Family Office Solutions (SFO)

5:30pm

KEYNOTE PANEL SESSION

Moderator

Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors

6:15pm

Cocktail Reception

8:30am

Registration/Information Desk Opens

8:00am

Hospitality Lounge Open

8:00am

Continental Breakfast

8:00am

Open Breakfast Workshop

Forcing Change in the Way We Think about Impact Investments: Changing the Paradigm of Sustainable Reinvestments back into Local, State and Country

Facilitator

Greg Wendt, Steering Committee Member, CA Fwd, Founder, Green Economy Think Tank, Director of Integrated Solutions/ Senior Wealth Advisor, Stakeholders Capital

9:00am

OPENING REMARKS

9:15am

Impact Investing: How Your Values Can Create an Impact

Moderator

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

Panelists

Glen Macdonald, Managing Director, Wealthspire (MFO)

Caren Croland Yanis, Principal, Croland Consulting

Leah Zveglich, Executive Director, Aster Impact

Rudi Bester, Chief Executive Officer, Memory Trees Corporation

10:00am

Fixed Income: Navigating Opportunities for Responsible Investors

Moderator

Renè Aninao, Managing Partner, CORBU Strategic Intelligence

Panelists

Abiskar Shrestha, Director of Risk, MicroVest Capital Management

Stu Rothenberg, Chief Investment Officer, Rothenberg Advisory Group

Anna Mabrey, Senior Officer, Calvert Impact Capital

10:45am

Networking Refreshment Break

11:00am

Fossil Fuels vs Clean Renewable Energy: Addressing Climate Change and Environmental Preservation Investment Strategies

Moderator

Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

Panelists

Jeffrey Scheer, Managing Director, Pathstone (MFO)

Kristen Brandt, Senior Director Of Marketing, Catalyze

James Jampel, Portfolio Manager, HITE Hedge Asset Management LLC

11:45am

KEYNOTE PRESENTATION

 

Investing to Win the War on Climate with a National Climate Bank

Jeffrey Schub, Executive Director, Coalition for Green Capital

12:05pm

STANDALONE

12:25pm

KEYNOTE PRESENTATION

Patrick Dempsey, Founder, Board Member, The Dempsey Center

1:00pm

Networking Luncheon

2:15pm

The Role of Data Gathering In the Impact Space: What to Measure and How

Moderator

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

Panelists

Sophie Durey, Co-Founder, UMANA (MFO)

Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution

John Berger, Impact Solutions Architect, Toniic Institute

3:00pm

Total Risk Management: Understanding Diversification and Performance Within an Impact Investing Portfolio

Moderator

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Panelists

Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments

3:45pm

Donor Advised Funds and Community Foundations

Moderator

Shawn Castellanos, National Senior Vice President, Mission Advancement, The American Heart Association (AHA)

Panelists

Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC

Carolyn Weiss, CFO & Treasurer, New York Community Trust

Dien Yuen, Assistant Professor of Philanthropy, The American College of Financial Services

Alexis McCarthy, Managing Director, Growth Strategies, Triskeles Foundation

4:30pm

Millennials and Impact Investing

Moderator

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

Anne Ferola, Director, The Frank & Vera Ferola Foundation

Drew Butler, Managing Director, i(x) investments

Raymond Guthrie, Managing Director, Social Impact Fund, The American Heart Association

5:15pm

Cocktail Reception

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

Standard Rate
Fund Managers/Service Providers $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

Presented by

Patrick Dempsey, Founder, Board Member, The Dempsey Center

Presented by

Alfonso Costa Jr., Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)

Presented by

Sgt. Matthew Eversmann, Hero of BlackHawk Down and The Battle of Mogadishu

Investing to Win the War on Climate Change with a National Climate Bank

Presented by

Jeffrey Schub, Executive Director, Coalition for Green Capital

Presented by

Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors

  • 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