ESG & Impact Investing Forum 2021

April 13, 2021 - April 14, 2021

43 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 February 18, 2021

Schedule in Eastern Standard Time (EST)


Virtual Event Opens


Welcoming Remarks


Impact Investing: The Road Ahead


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


Mitzi Perdue, Philanthropist

Simon Littlewood, Director, Li Family Office (SFO)

Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC


Networking Break


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


Alexis McCarthy, Founder & CEO, Springhead Social Impact


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


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


Lisa Calhoun, General Partner, Valor Ventures

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

Michael Woodnorth, Founder & CEO, Woodnorth Advisory


Networking Break


Cancer Innovation and Impact Investing: The Triple Bottom Line

Dr. Shawn Iadonato, CEO, Kineta, Inc.


Networking Break




Networking Break


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


Networking Luncheon


Track A: Navigating ESG: What to Demand and What to Avoid


Ron Diamond, CEO, Diamond Wealth Strategies


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


Jesse Simmons, Senior Investment Analyst, Align Impact


Abiskar Shrestha, Investment Manager - Eurasia, MicroVest Capital Management

Rudi Bester, Chief Executive Officer, Memory Trees Corporation


Networking Break


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


Craig Robbins, Director of Investments, Childrens Hospital of Minnesota


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


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


Glen Macdonald, Managing Director, Senior Investment Advisor, Cornerstone Capital

Fran Coopersmith, Esq., Director, Senior Consultant, Independent Asset Consultants


Networking Break


Keynote Panel


Jonathan Granoff, President, Global Security Institute and World Summit of Nobel Peace Laureates Representative to the United Nations


Robert Swan, OBE, BA, FRGS, 2041 Foundation

Mark Smolinski, MD, MPH President, Ending Pandemics


Networking Break


Track A: Fixed Income: Navigating Opportunities for Responsible Investors


Anna Mabrey, Senior Officer, Calvert Impact Capital


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


Leah Zveglich, Executive Director, Aster Impact


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


Networking Break


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


Brad Molotsky, Partner; Co-Head, Opportunity Zones Initiative; Team Lead, Project Development, Duane Morris LLP


Louis Dubin, Managing Partner, Redbrick LMD, LLC

James Solomon, Principal, Ravinia Capital Group (SFO)

Track B: Donor Advised Funds and Community Foundations


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


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

Carolyn Weiss, CFO & Treasurer, New York Community Trust


Networking Break


Millennials, Impact Investing and Advancing Gender Equality


Sophia Swire, Founder & Chief Executive Officer, GEDI


Drew Butler, Managing Director, i(x) investments

Dr. Tiffany Mullen, Founder/CEO, Vytal Health

Jocelyn Cheng, Senior Investment Director, The Global Innovation Fund


Networking Break


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


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


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


Virtual Cocktail Reception – Breakout Sessions


Conference Concludes

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

1 user/pass
GP / Service Providers $295
LP / Allocators Complimentary*
Discounted pricing on multiple passes available. Please contact your Opal Representative or 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
  • 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