Impact Investing Forum North 2019

Crowne Plaza Times Square Manhattan, New York, NY
September 23, 2019 - September 24, 2019

9 days left

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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Current as of September 13, 2019

Keynote Speakers

Keynote Presentation

 

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

 

Beyond the game, the Professional Athlete is taking the lessons learned on teamwork and hard work into their businesses and non-profit endeavors; to make a difference, preserve and expand their wealth, and leave a legacy.

 

Come learn first-hand of the stories of transition of select Professional Athletes into new careers and the passions that are driving new and exciting ventures.  Hear of the relationships they wish to develop with the Impact Investing communities and the wisdom shared on how Investors, Fund Managers and new Ventures can best engage and leverage the Professional Athlete and their untapped brand and “influence capital”.

Moderator

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors

Panelists

Jack Brewer, CEO, Brewer Group and Former NFL Safety, Vikings and NY Giants

Will Allen, Co-Founder, Nascent Group Holdings (NGH), 12-year NFL Safety

Keynote Speaker

Values in Action: Building Impact Portfolios

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

Keynote Speaker

Millennials and Impact

 

There are anywhere between 80 and 95 million Millennials, comprising roughly 30% of the population. Millennials currently have more spending power than baby boomers and entering into their prime spending years. By next year Millennials will have a collective spending power of $1.4 trillion. This talk will walk through what motivates millennials and how that might influence investment strategies, with a particular eye on the retail sector.

 

Stacey Boyd, Founder & CEO, Olivela

Speakers

Lina Constantinovici, Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School

Sandra Osborne Kartt, Director of Investments, ImpactAssets

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

Dana Lanza, Co Founder, President and CEO, Confluence Philanthropy

Chris Solarz, Managing Director, Cliffwater LLC

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

Patrick Briaud, Senior Advisor, Rockefeller Philanthropy Advisors, Inc.

Caren Croland Yanis, Principal, Croland Consulting

Carolyn Kim Allwin, Co-Founder and Chief Revenue Officer, Recap Investing, 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)

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

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

Richard Zimmerman, Advisor, WE Family Offices (MFO)

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 Initiative; Team Lead, Project Development, Duane Morris LLP

Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO)

Erica Lill, Business Development, Wilkinson Family of Companies

Stephanie Gripne, Founder and Executive Director, Impact Finance Center

Anne Ferola, Director, The Frank & Vera Ferola Foundation

Sasha Brown, Partner, Ecosystem Integrity Fund

Leah Zveglich, Executive Director, Aster Impact

Holland Sullivan, Principal, Tencendur LLC (SFO)

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Jeremy Keele, Managing Partner and Co-founder, Catalyst Opportunity Funds

Mark Peters, CFA, Managing Director, Pathstone (MFO)

Vaughn Brock, Chairman, Veritas Family Partners (SFO)

William Towns, Ph.D., Executive Director, Benefit Chicago

Shanah Trevenna, CEO, Conscious Leadership Institute

Tenke Zoltani, Founder, Better Finance

Samuel Brothwell, Director of Research, Energy Income Partners

Chris Ho, Vice President, Vickers Venture Partners

Neil Cohn, Founder, Agcelerator

Heather Williamson, MBA, CFA, Chief Strategy Officer, Cooper Family Office (SFO)

Tomakin Archambault, Managing Director, CEO, GSSG Solar, LLC

Craig Philips, President, Kineta, Inc.

Chris Ricciardi, CEO, Edly ISA Marketplace

Don Megrath, Managing Director, VectorPoint Ventures, LLC

Christopher Ricciardi, CEO & Co-Founder, edly ISA Marketplace

Deborah Burns, Managing Partner, investUS Opportunity Fund

Mark Engstrom, Director of Finance & Investor Relations, Excelsior Energy Capital

Lisa Woods, Managing Director, KPMG LLP

Renè Aninao, Managing Partner, CORBU Strategic Intelligence

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Crowne Plaza Times Square Manhattan
New York, NY


Rooms Rates
Traditional King - Sold Out -
Traditional Double/Double - Sold Out -
*Rates are exclusive of appropriate state and local taxes, fees and assessments, currently 8.875% sales tax, 5.875% occupancy tax, and $3.50 per room per night occupancy tax for standard rooms and are subject to change without notice.

Please contact Austin Riffe (ariffe@opalgroup.net) for room nights before/after the event dates.

• 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.

Registration Pricing

Standard Rate
Managers/Service Providers $2895
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

Values in Action: Building Impact Portfolios

Presented by

Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST)

Millennials and Impact

Presented by

Stacey Boyd, Founder & CEO, Olivela

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Jack Brewer, CEO, Brewer Group and Former NFL Safety, Vikings and NY Giants

The Professional Athlete is Emerging as the Next Generation of Impact Investors and Managers to Accelerate Social Ventures and Investor Returns

Presented by

Will Allen, Co-Founder, Nascent Group Holdings (NGH), 12-year NFL Safety

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