Impact Investing Forum 2020

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

73 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 January 17, 2020

Keynote Speakers

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

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


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

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

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

Lisa Woods, Managing Director, KPMG LLP

Katherine Archuleta, Founding Partner, Dimension Strategies, LLC

Joe McIntosh, Executive Director, Tarrant County College Foundation

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

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

David Robb, Managing Director, Frontier Group (SFO)

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

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

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

Carlos Ochoa, General Partner, AI8 Ventures

Neil Cohn, Founder, Agcelerator

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

Chris Walker, Principal, Scaling SDGs

Jennifer Kenning, CEO & Co-Founder, Align Impact

Carol Pepper, Chief Executive Officer & Founder, Pepper International LLC (MFO)

Sandra Osborne Kartt, Director of Investments, ImpactAssets

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

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

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

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

Keynote Speakers

Patrick Dempsey, Founder, Board Member, The Dempsey Center

Jeffrey Schub, Executive Director, Coalition for Green Capital


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

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

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

Renè Aninao, Managing Partner, CORBU Strategic Intelligence

Abiskar Shrestha, Director of Risk, Microvest

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

Dana Lanza, CEO, Confluence Philanthropy

Matt Winslow, Managing Director, WildStar Partners (SFO)

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

Sophie Durey, Co-Founder, UMANA (MFO)

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

John Berger, Impact Solutions Architect, Toniic Institute

Richard Zimmerman, Advisor, WE Family Offices (MFO)

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

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

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

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 (AHA)

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

• 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 Rate II (expires 2/14/20) Standard Rate
Fund Managers/Service Providers $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

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 with a National Climate Bank

Presented by

Jeffrey Schub, Executive Director, Coalition for Green Capital

Presented by

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

  • 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