ESG & Impact Investing Forum 2021

Virtual
April 13, 2021 - April 14, 2021

2 days left

Opal Group is happy to announce its 6th annual ESG & Impact Investing Forum. ESG and 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 three decades, it is estimated that over $68+ 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 ESG & 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, comparing ESG vs Impact trends 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 April 12, 2021

(Schedule Times are in EDT)

8:00am

Virtual Event Opens

8:55am

Welcoming Remarks

9:00am

ESG and Impact Investing: The Road Ahead for Sustainable Investing

Moderator

Kathryn Saklatvala, Senior Director and Chair of ESG Committee, bfinance

Panelists

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

Esther Pan Sloane, Head of Partnerships, Policy and Communications, UNCDF

9:40am

Networking Break

9:50am

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

Moderator

Tami Kesselman, Founder & Chief Solutions Strategist, Aligned Investing Global

Panelists

Kim Shafer, Board Director, Aeris Insight, Inc.

William Cunningham, Founder and Owner, Creative Investment Research, Inc.

Alexis McCarthy, Founder & CEO, Springhead Social Impact

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

Perception vs Reality: Outsized Impact Investment Opportunities in the Caribbean

David Mullings, Founder, Chairman & CEO, Blue Mahoe Capital Partners

11:30am

Networking Break

11:40am

Risk, Return and Impact: Diversification within an Impact Investing Portfolio

Douglas Young, Managing Director of Business Development, MicroVest

Yonathan Eyob, Investor Relations Associate, MicroVest

12:00pm

Networking Luncheon

12:40pm

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

Moderator

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Panelists

Maria Rapin, CEO, Nephila Climate

Phillip Vitale, Chief Executive Officer, Evolytical LLC

Alex Kramarchuk, Managing Member, Paradigm Alternative Investments LLC

Zach Resnick, Managing Partner, Unbounded Capital

1:20pm

Networking Break

1:25pm

Investing in Cutting Edge Technologies: Direct and Co-Investment Investment

Moderator

Ron Diamond, CEO, Diamond Wealth Strategies

Panelists

Mathias Ernst, Founder & CEO, Essentia Futura International LLC

Basil Starr, CEO, Palari Group

Brynne S. Kennedy, Entrepreneur & Author

2:05pm

Networking Break

2:10pm

How Top Hedge Funds Score on ESG factors & How ESG Allocation Decisions Affect Performance

Andrea Gentilini, PhD, Chief Executive Officer, Novus

Alex Chadwick, CAIA, Vice President, Novus

2:30pm

Networking Break

2:40pm

100 Things – What’s on Your List?

Sebastian Terry, Author, "100 Things"

3:10pm

Networking Break

3:15pm

Fixed Income: Navigating Opportunities for Responsible Investors

Moderator

Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO)

Panelists

Douglas Young, Managing Director of Business Development, MicroVest

Anna Mabrey, Senior Officer, Calvert Impact Capital

3:50pm

Networking Break

3:55pm

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

Moderator

James Solomon, Principal, Ravinia Capital Group (SFO)

Panelist

Mark Elliott, Managing Partner, SC Opportunity Fund

4:30pm

Networking Break

4:40pm

Manager Selection with ESG and Impact Considerations

Moderator

Craig Metrick, CAIA, Managing Director, Pathstone (MFO)

Panelists

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory

Carol Schleif, Founder & CEO, Rowan Investment Strategies

5:20pm

Networking Break

5:25pm

Donor Advised Funds and Community Foundations

Moderator

Richard Marker, Co-Principal, The Institute for Wise Philanthropy & University of Pennsylvania Center for High Impact Philanthropy

Panelists

Joanne Florino, Vice President of Philanthropic Services, Philanthropy Roundtable

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

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

5:55pm

Networking Break

6:00pm

Keynote Panel Session

 

Women-found, Women-lead and for Women’s Health and Global Sustainability – the Perfect Trifecta for the Impact Investors seeking Direct and Fund Investments

 

For the first time, Danny Hughes extends beyond the professional Athlete community to bring inspiring Women-founded and Women-lead thought-leaders; Dr. Tiffany Mullen who is dedicated to making a difference primarily in Women’s Health and Kim Anderson who is working for a more sustainable and humane future for the planet, people and animals. Specifically designed for the remarkable, and growing, women members of the Opal community who are leading the change and growth in Impact investment across all asset classes, and consistently seek those that will yield outsized returns and make a difference…particularly in women’s health. This one should not be missed.

Moderator

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

Panelists

Dr. Tiffany Mullen, CEO & Founder, Vytal Health

Kim Anderson, SFO, Co-Founder, Plant City / Partner, EverHope Capital

6:40pm

Virtual Cocktail Reception

7:30pm

Day 1 Concludes

(Schedule Times are in EDT)

9:30am

Conference Opens

9:55am

Opening Remarks

10:00am

Integrating ESG into Your Investment Policy

Moderator

Joe McIntosh, Executive Director, TCC Foundation

Panelists

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

Iva Kaufman, Founder, Iva Kaufman Associates

Patrick Briaud, Head of Impact Investing, Rockefeller Philanthropy Advisors, Inc.

10:30am

Networking Break

10:35am

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

Moderator

Kamil Homsi, Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

Panelists

Vladimir Walko, CEO and Fund Manager, Hatch Biofund Management LLC

Carlos Ochoa, General Partner, AI8 Ventures

Olga Yermolenko, Partner, OY Consulting Group

Lotte Thonen, Director Client & Business Development, Trustmoore Group

11:10am

Networking Break

11:15am

Puerto Rico Opportunity Zone Fund: A tax-advantaged ESG focused private equity fund

Jose Torres-Monllor, Managing Partner, Monllor Capital Partners LLC

11:35am

Networking Break

11:40am

Investment Access and Results in the Deep-Tech Impact Sector of the Early-Stage Asset Class

Charles Sidman MBA, PHD, Managing Partner, ECS Capital Partners

12:00pm

Networking Lunch Break & Exhibitor Showcase

12:40pm

Innovative Strategies for Scaling Impact in Education and Global Philanthropy

Adam Braun, Founder, Pencils of Promise

1:00pm

Networking Break

1:10pm

Creating an Impact & ESG Investing Portfolio: How Your Values Can Create an Impact

Moderator

James Rosebush, Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)

Panelists

Paulina Cromwell Stannard, CFA, Director, Client Service, Align Impact

Tenke Zoltani, Founder, Better Finance

Glen Macdonald, Board Member, Intentional Endowments Network

1:50pm

Networking Break

2:00pm

Investing in Equities through an ESG Lens

Moderator

Joseph Matthews, CFA, Alternative Investments Director, First Vice President, Senior Investment Management Consultant – Financial Advisor, Morgan Stanley Consulting Group & Institutional Services

Panelists

Katherine Kroll, Senior Institutional Sustainable Investing Specialist, Brown Advisory

Zachary Dan, CEO, Act Analytics

2:45pm

Networking Break

2:50pm

Addressing Climate Change and Environmental Preservation Investment Strategies

Moderator

Greg Wendt, Director & Steering Committee Member, Stakeholders Capital

Panelists

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Ira Perlmuter, Founder / Board Member, JSPI Capital Partners, LLC / T5 Equity Partners LLC (SFO)

Dan Adler, Senior Advisor for Climate Finance, Governor's Office of Business and Economic Development, State of California

Stephan Nicoleau, Managing Director, FullCycle

3:40pm

Networking Break

3:50pm

Impact Investing and Advancing Diversity, Inclusion and Equality

Moderator

Sarah Hammer, Managing Director, The Stevens Center for Innovation in Finance, The Wharton School

Panelists

Jules Pulda, Portfolio Manager, Ballentine Partners, LLC (MFO)

Dana Lanza, Chief Executive Officer, Confluence Philanthropy

David Mullings, Chairman & CEO, Blue Mahoe Capital Partners

Christina (CJ) Juhasz, CIO, WWB Asset Management

4:30pm

Networking Break

4:40pm

LP Investor Roundtable: The Role of Asset Owners in Encouraging Good Governance and Shaping Sustainable Business Practices to Invest in a Better World

Moderator

Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO)

Panelists

Kevin McGovern, Chairman and CEO, McGovern Capital LLC (SFO)

Ian Morley, Chairman, Wentworth Hall Family Office (SFO)

Gabriel Espana, Managing Director, Iskali Capital Group

5:20pm

Closing Remarks

5:30pm

Virtual 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

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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Themes of Defining Impact Investing
  • Portfolio Construction
  • Asset Class Opportunities
  • Comparing ESG vs Impact Trends
  • Role of the Investor
  • And many more!
  • Live and on-demand video panels/presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking

  • Zoom ‘Happy Hours’ for all conference attendees to connect

  • Endowments
  • Foundations
  • Public/Private Pension Plans
  • Family Offices
  • Non-discretionary consultants
  • Philanthropic advisors
  • Shareholder Activists
  • ESG & SRI Fund Managers
  • Private Equity Managers
  • Venture Capital Managers
  • Fixed Income & Credit Managers
  • Equity Managers
  • Real Asset Managers
  • Real Estate Managers
  • Healthcare Fund Managers
  • Angel Investors
  • Entrepreneurs
  • International Investors
  • Law Firms
  • Accounting Firms
  • Government Agencies
  • Start-Ups

Manager vs. Investor Breakdown

    Investor Breakdown