ESG & Impact Investing Forum 2021
Virtual
April 13, 2021 - April 14, 2021
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
|
(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)
Panelists
Mark Elliott, Managing Partner, SC Opportunity Fund Carolyn Kim, Managing Director, Elysian Advisers |
| 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 |
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.
- 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
