Impact Investing Forum 2021

Virtual
April 13, 2021 - April 14, 2021

86 days left

Opal Group is happy to announce its 6th 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 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 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 January 13, 2021

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

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

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

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
  • 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