Impact Investing Forum North 2018

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

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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.*

Current as of September 12, 2018

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

1star
New York 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 info@opalgroup.net
  • 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