Impact Investing Forum 2020
Virtual
November 10, 2020
With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.
At Opal, we understand that the current environment makes the prospect of travel complex. However, the desire to meet and engage with your industry peers hasn't diminished.
We are hoping to make your decision to attend the upcoming event an effortless one. We are proud to announce that the upcoming event will be a “virtual” presentation and will check all the boxes and emulate a "live" in-person event. Over the next few months, we will all undoubtedly learn more about the course of the COVID-19 pandemic, and Opal Group will be monitoring states rules, regulations, and safety procedures so we can work towards a safe return to “live” in-person events.
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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.
To request our current agenda, participant list and sponsors
Speaker List Current as of
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Schedule in Eastern Standard Time (EST) |
|
| 7:30am |
Virtual Event Opens |
| 8:55am |
Welcoming Remarks |
| 9:00am |
Impact Investing: The Road Ahead
Moderator
James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Panelists
Mitzi Perdue, Philanthropist Simon Littlewood, Director, Li Family Office (SFO) Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC |
| 9:40am |
Networking Break |
| 9:50am |
Track A: The Role of Data Gathering In the Impact Space: What to Measure and How
Moderator
Alexis McCarthy, Founder & CEO, Springhead Social Impact
Panelists
Sophie Durey, Venture Program Manager, Tamar Capital (SFO) Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution |
|
Track B: The Role of Private Equity and Venture Capital in Seeding the Future: Challenge and Opportunity in Early Stage Impact Investing
Moderator
Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA, Managing Director, Sunburst Enterprises, LLC (SFO)
Panelists
Lisa Calhoun, General Partner, Valor Ventures Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Michael Woodnorth, Founder & CEO, Woodnorth Advisory |
|
| 10:30am |
Networking Break |
| 10:40am |
Cancer Innovation and Impact Investing: The Triple Bottom Line Dr. Shawn Iadonato, CEO, Kineta, Inc. |
| 11:00am |
Networking Break |
| 11:10am |
STANDALONE PRESENTATION |
| 11:30am |
Networking Break |
| 11:40am |
Keynote Interview
Patient Capital and the Quest for Global Good Vanessa Kerry, MD, MSc, Chief Executive Officer, Seed Global Health
Interviewed by
Dina Powell McCormick, Partner, Investment Banking, Goldman Sachs |
| 12:00pm |
Networking Luncheon |
| 1:00pm |
Track A: Navigating ESG: What to Demand and What to Avoid
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO) Oliver Fratzscher, Chief Executive Officer, EM Leaders LLC Fatima Hadj, Responsible of ESG for Private Debt and Chair of the PRI Committee for Loans and Securitized Products, DWS |
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Track B: Alternative Ideas for Impact Investors: Exploration of New Asset Classes of Impact Investing
Moderator
Jesse Simmons, Senior Investment Analyst, Align Impact
Panelists
Abiskar Shrestha, Investment Manager - Eurasia, MicroVest Capital Management Rudi Bester, Chief Executive Officer, Memory Trees Corporation |
|
| 1:35pm |
Networking Break |
| 1:45pm |
Track A: Investing in Cutting Edge Technologies: Direct and Co-Investment Investment
Moderator
Craig Robbins, Director of Investments, Childrens Hospital of Minnesota
Panelists
Matthew Salloway, Chief Executive Officer, GSI Ventures (SFO) Silvio Pupo-Casco, CEO, Logos Capital Prashant Doshi, Founder, Shreem, LLC |
|
Track B: Creating an Impact Investing Portfolio: How Your Values Can Create an Impact
Moderator
Carol Pepper, CEO & Founder, Pepper International LLC (MFO)
Panelists
Glen Macdonald, Managing Director, Senior Investment Advisor, Cornerstone Capital Fran Coopersmith, Esq., Director, Senior Consultant, Independent Asset Consultants |
|
| 2:20pm |
Networking Break |
| 2:30pm |
Keynote Panel
Moderator
Jonathan Granoff, President, Global Security Institute and World Summit of Nobel Peace Laureates Representative to the United Nations
Panelists
Robert Swan, OBE, BA, FRGS, 2041 Foundation Mark Smolinski, MD, MPH President, Ending Pandemics |
| 3:10pm |
Networking Break |
| 3:15pm |
Track A: Fixed Income: Navigating Opportunities for Responsible Investors
Moderator
Anna Mabrey, Senior Officer, Calvert Impact Capital
Panelists
Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments Stu Rothenberg, Chief Investment Officer, Rothenberg Advisory Group Tenke Zoltani, Founder, Better Finance |
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Track B: Fossil Fuels vs Clean Renewable Energy: Addressing Climate Change and Environmental Preservation Investment Strategies
Moderator
Leah Zveglich, Executive Director, Aster Impact
Panelists
Robert Levin, Managing Director, Emerging Star Capital, LLC Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global Mathias Ernst, Founder & CEO, Essentia Futura International LLC |
|
| 3:50pm |
Networking Break |
| 3:55pm |
Track A: The Impact of Opportunity Zones Today: The Impact on Changing Communities
Moderator
Brad Molotsky, Partner; Co-Head, Opportunity Zones Initiative; Team Lead, Project Development, Duane Morris LLP
Panelist
Louis Dubin, Managing Partner, Redbrick LMD, LLC James Solomon, Principal, Ravinia Capital Group (SFO) |
|
Track B: Donor Advised Funds and Community Foundations
Moderator
Shawn Castellanos, National Senior Vice President, Mission Advancement, The American Heart Association (AHA)
Panelists
Dien Yuen, Assistant Professor of Philanthropy, The American College of Financial Services Carolyn Weiss, CFO & Treasurer, New York Community Trust |
|
| 4:30pm |
Networking Break |
| 4:40pm |
Millennials, Impact Investing and Advancing Gender Equality
Moderator
Sophia Swire, Founder & Chief Executive Officer, GEDI
Panelists
Drew Butler, Managing Director, i(x) investments Dr. Tiffany Mullen, Founder/CEO, Vytal Health Jocelyn Cheng, Senior Investment Director, The Global Innovation Fund |
| 5:20pm |
Networking Break |
| 5:30pm |
Keynote Panel Session
Driving Diversity, Inclusion and Change through Impact Investing and the LGBTQ community
Come listen to three pioneers in the LGBTQ+ efforts in sports, business and policy discuss the power of diving diversity, inclusion and change through Impact Investing and supporting LGBTQ+ programs
Moderator
Daniel Hughes, Founder/Co-creator of Athletes Influence, Partner, LOHAS Advisors
Panelists
Barney Frank, Long Time Massachusetts Congressman, Dodd-Frank, Board Member, LGBTQ Loyalty Bobby Blair, Former World Ranked Tennis Player / Tennis Coach, Founder LGBTQ Loyalty Billy Bean, 6 year MLB / Exec VP, Major League - Diversity and Inclusion |
| 6:20pm |
Virtual Cocktail Reception – Breakout Sessions |
| 7:00pm |
Conference Concludes |
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
| 1 user/pass | |
|---|---|
| GP / Service Providers | $295 |
| LP / Allocators | Complimentary* |
| Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details. |
*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, Fund Providers as well as Business Development, Sales and Marketing Managers 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
- 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
