Impact Investing Forum 2020

Virtual
November 10, 2020

92 days left

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 check all the boxes and be presented as a Hybrid event, to include both a "live" in-person event alongside a "virtual" online component. Over the next few months, we will all undoubtedly learn more about the course of the COVID-19 pandemic, and should circumstances require; the event will run solely virtual.

We hope to see you in person, but understand that may not be realistic for all of our clients. We are ready to welcome you in whatever manner it may be.

Information updates will be sent promptly should any details of the event change.

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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 August 9, 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

Simon Littlewood, Director, Li Family Office (SFO)

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

Kim Griffin, Member Engagement, Manager, Toniic

9:45am

Creating an Impact Portfolio: Total Portfolio Construction Strategies

Moderator

Joe McIntosh, Executive Director, Tarrant County College Foundation

Don Shannon, Director, StepStone Group

Max Giolitti, Chief Risk Officer, Verus Investments

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

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

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

Panelists

David Robb, Managing Director, Frontier Group (SFO)

Jessica Droste Yagan, CEO, The Impact Engine

Marc LoPresti, Founding Partner, LoPresti Law Group

3:00pm

Navigating ESG: What to Demand and What to Avoid

Moderator

Neil Cohn, Founder, Agcelerator

Panelists

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

Gabriel Espana, Managing Director, Iskali Capital Group

3:45pm

Networking Refreshment Break

4:00pm

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

Moderator

Jesse Simmons, Senior Investment Analyst, Align Impact

Panelists

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

Sandra Osborne Kartt, Director of Investments, ImpactAssets

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

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

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

Erin Bogdanski, CEO and Co-Founder, THERA Inc.

Kent Yan, Founder & CEO, TraDove

5:30pm

KEYNOTE PANEL SESSION

 

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact

Moderator

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

Panelists

Brent Wright, 14-year Professional Basketball, 9X European Champion, U of Florida, Founder, BWright Leadership Academy

Charles Johnson, 11-year MLB, World Champion Florida Marlins, 2X - All Star, HOF U of Miami

Mark Blount, 12-year NBA; Celtics, Timberwolves & Miami Heat, Multiple Franchisee, Active Multi-Family Real Estate Developer

JT Thomas, 10-year NFL, Jacksonville Jaguar and NY Giants, Active Business and Philanthropy

6:15pm

Cocktail Reception

8:30am

Registration/Information Desk Opens

8:00am

Hospitality Lounge Open

8:00am

Continental Breakfast

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

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

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

Robert Levin, Managing Director, Emerging Star Capital, LLC

12:00pm

KEYNOTE PRESENTATION

 

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

Jeffrey Schub, Executive Director, Coalition for Green Capital

12:25pm

Networking Luncheon

1:30pm

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

2:30pm

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

3:30pm

Millennials and Impact Investing

Moderator

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

Panelists

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

4:30pm

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

Early bird Rate II (expires 8/31/20) 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 info@opalgroup.net

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

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact

Presented by

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

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact

Presented by

Brent Wright, 14-year Professional Basketball, 9X European Champion, U of Florida, Founder, BWright Leadership Academy

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact

Presented by

Charles Johnson, 11-year MLB, World Champion Florida Marlins, 2X - All Star, HOF U of Miami

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact

Presented by

Mark Blount, 12-year NBA; Celtics, Timberwolves & Miami Heat, Multiple Franchisee, Active Multi-Family Real Estate Developer

Professional Athlete and Impact Investors Unite to Accelerate Investor Returns and Social Impact

Presented by

JT Thomas, 10-year NFL, Jacksonville Jaguar and NY Giants, Active Business and Philanthropy

  • 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