Opal Group is happy to announce its Annual Impact Investment Forum North. Slated to take place in the heart of one of the largest centers for impact investing, New York City, this event is part of 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.
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Opal Charity Partner: Portfolios with Purpose
Opal has partnered with Portfolios with Purpose to support their mission of shaping the next generation of business leaders. PwP provides a free online financial education to students of any age, promoting financial capability and preparing students for a career in the business sector. Together we are working towards an equitable, inclusive, and values driven community of Professionals with Purpose.
Join one of PwP's global Investor Challenges or learn more about the PwP Academy here!
Lina Constantinovici, Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School
Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School
Sandra Osborne Kartt, Director of Investments, ImpactAssets
Laurie Lane-Zucker, Founder & CEO, Impact Entrepreneur, LLC
Dana Lanza, CEO, Confluence Philanthropy
Chris Solarz, Managing Director, Cliffwater LLC
Andrew Siwo, Investment Director, Head of Mission Related Investments, Colonial Consulting
Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office
Patrick Briaud, Senior Advisor, Rockefeller Philanthropy Advisors, Inc.
Caren Croland Yanis, Principal, Croland Consulting
Carolyn Kim Allwin, Managing Director, Elysian Advisers
Ernesto Villarini, Associate/Advisor, Consultiva Internacional, Inc.
Katherine Pease, Managing Director, Impact Strategy, Cornerstone Capital Group
Susanne Bregy, Managing Director, Rhodanus Capital
Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global
Alexandra Cart, Co-Founder and Director of Strategic Development Madeira Global
Rehana Nathoo, Founder & CEO, Spectrum Impact
Don Shannon, Director, StepStone Group
Joshua Gotbaum, Guest Scholar, Economic Studies, The Brookings Institution
Craig Robbins, Director of Investments, Childrens Hospital of Minnesota
James Rosebush, CEO and Founder, Intersection Impact Fund/The Wealth and Family Office Management Group (SFO)
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Rudi Bester, CEO, Memory Trees Corporation
John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation
William Towns, Ph.D., Executive Director, Benefit Chicago
Alberto Gomez-Obregon, Director of Portfolio, Acumen
Alfonso Costa Jr., Deputy Chief of Staff, U.S. Department of Housing and Urban Development (HUD)
Andrew Hodges, Managing Member, Value Investment Professionals (MFO)
Carol Schleif, Deputy Chief Investment Officer, Abbot Downing (MFO)
Glen Macdonald, Managing Director, Bronfman Rothschild (MFO)
Jack Ablin, CFA, Co-Founder & Chief Investment Officer, Cresset (MFO)
Richard Zimmerman, Advisor, WE Family Offices (MFO)
Stacey Boyd, CEO, Olivela
Carlos Ochoa, General Partner, AI8 Ventures
Lonnie Gienger, CEO, Wilkinson Family of Companies
Michael Davis, Managing Director, AI8 Ventures
Brad Molotsky, Partner, Co-Head, Opportunity Zones Team Lead, Project Development, Daune Morris LLP
• 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.
|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.
Portfolios with Purpose hosts fantasy stock-picking contests that merge the thrill of investing with the joy of giving. Our platform unites a global community of philanthropists who compete to win money for the charities of their choosing. We are proud to have 100% of all entry and trading fees go directly to philanthropic initiatives.