Impact Investing Forum North 2018

Hilton Midtown, New York, NY
September 12, 2018 - September 13, 2018

26 days left

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.

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.*

To request our current agenda, participant list and sponsors – Click Here
Current as of August 15, 2018

Tami Kesselman, Chief Strategist, Aligned Investing Global

Hon. Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution

Jennifer Murtie, Chief Operating Officer, Pathstone (MFO)

Abigail Noble, CEO, The ImPact

Richard Zimmerman, Advisor, WE Family Offices (MFO)

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

Geraldine Watson, Vice President, Finance and Operations, Rockefeller Brothers Fund, Inc. (SFO)

Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative (SFO)

Josh Roach, Managing Partner and Family Principal, Lloyd Capital Partners (SFO)

Susanne Bregy, Managing Director, Rhodanus Capital

David Shantz, Director, Advisor Relations, Calvert Impact Capital

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

Tucker Pribor, Associate, Flat World Partners

Kirsty McGuire, Deputy General Counsel, StepStone Group

Gautam Dhingra, CEO, High Pointe Capital Management, LLC

Frances E. Tuite, CFA, Portfolio Manager, Fairpointe Capital

Ron Cordes, Co-Founder, Cordes Foundation

Marcia Nelson, Managing Director, Alberleen Family Office Solutions (SFO)

Peter Blaney, President, Induran Ventures

Steve Cowan, Managing Director, 57 Stars, LLC

Andrew Hodges, Managing Member, Value Investment Professionals (MFO)

Rachel Bass, Senior Associate, Research, Global Impact Investing Network

Michael Fallon, Senior Portfolio Manager, Solomon Hess

Scott Perry, Partner, NEPC, LLC

Ron Diamond, CEO, Diamond Wealth Strategies

Steve Glickman, Co-Founder and Chief Executive Officer, Economic Innovation Group

Jeremy Keele, Senior Advisor, Sorenson Impact Foundation

TBA, Enterprise Community Partners, Inc.

TBA, EJF Capital

James Rosebush, Founder and CEO, Intersection Impact Fund / The Wealth and Family Office Management Group

Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)

Robyn Polansky Morrison, Director, Impact Advisory, Align Impact

Eugena Oh, President & CEO, “I Have A Dream" Foundation

Richard Marker, Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania’s Center for High Impact Philanthropy

Juanita James, President & CEO, Fairfield County Community Foundation

Ellen Israelson, VP of Philanthropic Services & CMO, Jewish Communal Fund

Alex Neckles, Regional Director of Distribution of the East Coast Region, ImpactAssets

Julapa Jagtiani, Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Howard Nochumson, Executive Director, Washington Square Health Foundation

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

Anne Ferola, Director, Education & Strategic Partnerships, Center for High Impact Philanthropy

John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation

Andrew Siwo, Investment Director, Head of Mission Related Investments, Colonial Consulting

Amrita Sareen-Tak, Senior Advisor, International Endowments Network

Stan Bronson, Executive Director, Florida Earth Foundation

Kaarsten Turner Dalby, Senior Vice President, The Forestland Group, LLC

John Gilbert, Executive Vice President and CFO, The Conservation Fund

Carolyn Kim Allwin, Managing Director, Elysian Advisers

Lara Driscoe, Managing Director, OPIC (Overseas Private Investment Corporation)

John Grossman, Managing Director and General Counsel, Third Sector Capital Partners, Inc.

Christine Mendonça, Founder and Managing Director, Shore to Shore Advisory

Ernesto Villarini, Associate/Advisor, Consultiva Internacional, Inc.

Hilton Midtown
1335 6th Avenue, NY, New York, USA

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
  • 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