Impact Investing Forum North 2018

Conference Details
Agenda
Hotel Information
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Opal Group is happy to announce its Inaugural Impact Investment Forum North. Slated to take place in the heart of one of the largest centers for impact investing, New York City, this will mark the 2nd event in Opal Group’s Impact Investment Series. Impact investing is an approach that seeks to create positive social and environmental impact alongside a financial return. This mission-driven and communication-based strategy continues to attract a value-based workforce, strong investor base, and like-minded consumers for companies worldwide. Impact investing strategies are also proving 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 and Generation Z. 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 both public and private, 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.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants, family offices, endowments, foundations and pension systems both public and private. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

7:00am	Exhibit Hall Opens/Registration/Information Desk Opens
7:00am	Networking Breakfast
8:00am	Chairperson Opening Remarks Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global
8:15am	Impact Investing – Why Now?: Making Sense of the Many Kinds of Impact Investing Moderator Tami Kesselman, Founder & Chief Strategist, Aligned Investing Global Panelists Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution Panelists Jennifer Murtie, Chief Operating Officer, Pathstone (MFO) Panelists Abigail Noble, CEO, The ImPact
9:00am	Learning from Impact Investors: Stories from the Trenches of Impact Investors Moderator Richard Zimmerman, Advisor, WE Family Offices (MFO) Panelists Kevin McGovern, Chairman and CEO, McGovern Capital LLC (SFO) Panelists Geraldine Watson, Vice President, Finance and Operations, Rockefeller Brothers Fund, Inc. (SFO) Panelists Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative (SFO)
10:00am	Networking Break
10:15am	Social Investing: Building Systems that Attract Investors Moderator Susanne Bregy, Managing Director, Rhodanus Capital Panelists David Shantz, Director, Advisor Relations, Calvert Impact Capital Panelists Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Panelists Tucker Pribor, Associate, Flat World Partners Panelists Lorrana Scarpioni, CEO & Founder, Bliive
11:00am	Breaking Down ESG Strategies Moderator Don Shannon, Director, StepStone Group Panelists Kirsty McGuire, Deputy General Counsel, StepStone Group Panelists Gautam Dhingra, CEO, High Pointe Capital Management, LLC Panelists Frances E. Tuite, CFA, Portfolio Manager, Fairpointe Capital, LLC Panelists Scott Sacknoff, CEO, SerenityShares Investments LLC
12:00pm	Real Estate Impact Investing Without Sacrificing Returns Todd Williams, Managing Director, Grubb Properties, Inc.
12:20pm	Networking Luncheon
1:30pm	Catalyzing Capital for Impact Keynote Speaker Ron Cordes, Co-Founder, Cordes Foundation
2:00pm	Investing through Opportunity Zones Moderator Steve Glickman, Founder and Chief Executive Officer, Develop LLC Panelists Jeremy Keele, Senior Advisor, Sorenson Impact Foundation Panelists Steve Stelmach,Managing Director, Director of Equity Research, EJF Capital Panelists Eddie Lorin, CEO/Founder, Strategic Realty Holdings LLC Panelists Julia Shin, Vice President of Innovation, Managing Director of Impact Investing, Enterprise Community Partners, Inc.
3:00pm	Generating Alpha and Positive Impact Through Private Equity and Venture Capital Vehicles Moderator Marcia Nelson, Managing Director/ CEO and Founder, Alberleen Family Office Solutions (SFO) / Deals and Divas Panelists Peter Blaney, President, Induran Ventures Panelists Steve Cowan, Managing Director, 57 Stars, LLC Panelists Sasha Brown, Managing Principal, Ecosystem Integrity Fund Panelists Tom Blaisdell, Executive Director, Private Equity, Tuck Center for Private Equity, Tuck School of Business at Dartmouth
4:00pm	Networking Break
4:15pm	Generating Returns with Private Debt Investments with Mission Driven Companies Moderator Andrew Hodges, Managing Member, Value Investment Professionals (MFO) Panelists Rachel Bass, Senior Associate, Research, Global Impact Investing Network Panelists Jonathan Tower, Managing Partner, Arctaris Impact Fund
5:00pm	Fixed Income: Navigating Opportunities for Responsible Investors Moderator Abigail Laufer, CEO, Ferguson Family Office (SFO) Panelists Michael Fallon, Senior Portfolio Manager, Solomon Hess Panelists Scott Perry, Partner, NEPC, LLC Panelists Glen Yelton, Vice President, ESG and Impact Analyst, Oppenheimer Funds, Inc.
5:45pm	Leveraging Blockchain – Distributed Ledger Technology (DLT) and the Cryptocurrency Markets for Good & Profit Moderator Ron Diamond, CEO, Diamond Wealth Strategies Panelists Robert Levin, Managing Director, Emerging Star Capital, LLC Brian Sewell, Founder, Rockwell Capital Management (SFO)
6:30pm	Cocktail Reception

7:30am	Registration/Information Desk Opens
7:30am	Networking Breakfast
8:15am	Opening Remarks
8:30am	Values Based Investing vs. Impact Investing Moderator James Rosebush, CEO and Founder, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO) Panelists Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO) Panelists Robyn Polansky Morrison, Director, Impact Advisory, Align Impact Panelists Eugena Oh, President & CEO, “I Have A Dream” Foundation”
9:15am	Donor Advised Funds & Foundations – Two Proven Philanthropy Structures for Impact Moderator Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy Panelists Juanita James, President & CEO, Fairfield County’s Community Foundation Panelists Ellen Israelson, VP of Philanthropic Services & CMO, Jewish Communal Fund Panelists Alex Neckles, Regional Director of Distribution of the East Coast Region, ImpactAssets
10:00am	Investing in Sustainable and Impactful Technology Solutions Moderator Iva Kaufman, Founder, Iva Kaufman Associates Panelists Julapa Jagtiani, Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia Panelists Mark Jackson, Scientific Lead of Business Development, Cambridge Quantum Computing Panelists Vishal Shah, Partner, Hudson Sustainable Investments
10:45am	Networking Breakfast
11:00am	Program Related Investments (PRI) and Mission Related Investments (MRI) Moderator Howard Nochumson, Executive Director, Washington Square Health Foundation Panelists Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC Panelists Anne Ferola, Director, Education & Strategic Partnerships, Center for High Impact Philanthropy Panelists John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation Panelists Andrew Siwo, Investment Director, Head of Mission Related Investments, Colonial Consulting
11:45am	Fossil Fuels, Climate Change, and the Shift Towards Investing in the Environment Moderator Amrita Sareen-Tak, Senior Advisor,Intentional Endowments Network Panelists Stan Bronson, Executive Director, Florida Earth Foundation Panelists John Gilbert, Executive Vice President and CFO, The Conservation Fund Kaarsten Turner Dalby, Senior Vice President, The Forestland Group, LLC Panelists Kelley Shepherd, Associate Investment Director, Cambridge Associates, LLC
12:30pm	Blended Finance: A World of Opportunities with Investors at the Top of the Capital Stack Moderator Carolyn Kim Allwin, Managing Director, Elysian Advisers Panelists Lara Driscoe, Managing Director, OPIC (Overseas Private Investment Corporation) Panelists John Grossman, Managing Director and General Counsel, Third Sector Capital Partners, Inc. Panelists Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory Panelists Ernesto Villarini, Associate/Advisor, Consultiva Internacional, Inc.
1:30pm	Conference Concludes

New York Hilton Midtown

1335 6th Avenue, NY, New York, USA

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Room Rate

$365

*Prices exclusive of taxes currently 14.75%, and $3.50 occupancy tax per night

Rooms are available only to those participants who are registered conference attendees.
The name on the form will be the name of the guest room.
Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
Rooms will not be guaranteed without a credit card.

Registration Pricing

	Early Bird Rate I (expires 4/30/18)	Early Bird Rate II (expires 6/15/18)	Early Bird Rate III (expires 7/31/18)	Standard Rate
Managers/Service Providers	$1,595	$1,895	$2,195	$2,495
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access*	----	----	----	*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 third 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

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Who Should Attend

Endowments
Foundations
Family offices
Public Pensions
Corporate Pensions
Non-discretionary consultants
Philanthropic advisors
Donor Advised Funds
Shareholder Activists
ESG /SRI Fund Managers
Private Debt Managers
Private Equity Managers
Venture Capital Managers
Fixed Income Managers
Equity Managers
Real Asset Managers
Real Estate Managers
Healthcare Fund Managers
Angel Investors
BlockChain Managers
Fintech Companies
Entrepreneurs
International Investors
Law Firms
Accounting Firms
Government Agencies

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