Impact Investing Forum North 2019

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

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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 23, 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, Creator, Athletes Influence

Panelists

Will Allen, Investor, Non-Profit Founder, 12yr NFL Safety

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

Tutankhamen Reyes, NFL Veteran, Business Consultant, Sports Analyst, Philanthropist

Charles Johnson, Former Major League Baseball (MLB) All-Star Catcher, Active Impact Entrepreneur/STEM Education for Childhood Development

Darius Butler, 9-year NFL Defensive Back/NE Patriots, Indianapolis Colts/RE Developer and Impact Investor/Philanthropist

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.

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

Anne Ferola, Director, The Frank & Vera Ferola Foundation

6:30am

Exhibit Set-Up

7:00am

Registration/Information Desk Opens

7:00am

Continental Breakfast

8:00am

Chair Welcoming Remarks

Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

8:15am

Impact Investing – Accelerating the Momentum Toward The New Normal

Moderator

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

Panelists

Susanne Bregy, Managing Director, Rhodanus Capital

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

Erica Lill, Business Development, Wilkinson Family of Companies

9:00am

Risk Management and Your Total Impact Portfolio: Key Considerations and Tools For Your Impact Investing Portfolio

Moderator

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

Panelists

Craig Robbins, Director of Investments, Childrens Hospital of Minnesota

Holland Sullivan, Principal, Tencendur LLC (SFO)

Joan Trant, Managing Partner, TriLinc Global

9:45am

Breaking Down ESG Strategies

Moderator

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

Panelists

Chris Solarz, Managing Director, Cliffwater LLC

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

Vaughn Brock, Chairman, Veritas Family Partners (SFO)

Lisa Woods, Managing Director, KPMG LLP

10:30am

Networking Refreshment Break

10:45am

Addressing The Student Debt Problem With Income Share Agreements

Presented by

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

11:05am

Where Impact Meets Opportunity in Venture Capital: Funding Female Founders

Presented by

Deb Kemper, General Partner, Golden Seeds Venture Fund

11:25am

Making A Difference In Cancer Innovation With New Therapies

Presented by

Craig Philips, President, Kineta, Inc.

11:45am

KEYNOTE PRESENTATION

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)

12:15pm

Networking Luncheon

1:30pm

KEYNOTE PRESENTATION

Millennials and Impact

Presented by

Stacey Boyd, Founder & CEO, Olivela

2:00pm

The Financial Performance of Impact Investments in Real Assets

Moderator

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

Panelists

Tenke Zoltani, Founder, Better Finance

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

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

2:45pm

The Role of Private Equity and Venture Capital in Seeding the Future: Challenge and Opportunity in Early Stage Impact Investing

Moderator

Don Shannon, Director, StepStone Group

Panelists

Sasha Brown, Partner, Ecosystem Integrity Fund

Chris Ho, Vice President, Vickers Venture Partners

Don Megrath, Managing Director, VectorPoint Ventures, LLC

3:30pm

Networking Refreshment Break

3:45pm

The Impact of Opportunity Zones: Changing Communities

Moderator

Jack Ablin, CFA, Co-Founder & Chief Investment Officer, Cresset

Panelists

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

Brad Molotsky, Partner; Co-Head, Opportunity Zones Initiative; Team Lead, Project Development, Duane Morris LLP

Deborah Burns, Managing Partner, investUS Opportunity Fund

Larry Jackson II, Program Advisor to the Assistant Secretary, Office of Community Planning and Development, U.S. Department of Housing and Urban Development

4:45pm

Fixed Income: Navigating Opportunities for Responsible Investors

Moderator

Alexandra Cart, Co-Founder and Director of Strategic Development, Madeira Global

Panelists

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

Justin Conway, Vice President, Investment Partnerships, Calvert Impact Capital

Renè Aninao, Managing Partner, CORBU Strategic Intelligence

5:30pm

KEYNOTE PRESENTATION

The Professional Athlete Is Emerging As The Next Generation Of Impact Investors And Managers To Accelerate Social Ventures And Investor Returns

Moderator

Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence

Panelists

Will Allen, Investor, Non-Profit Founder, 12yr NFL Safety

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

Tutankhamen Reyes, NFL Veteran, Business Consultant, Sports Analyst, Philanthropist

Charles Johnson, Former Major League Baseball (MLB) All-Star Catcher, Active Impact Entrepreneur/STEM Education for Childhood Development

Darius Butler, 9-year NFL Defensive Back/NE Patriots, Indianapolis Colts/RE Developer and Impact Investor/Philanthropist

6:15pm

Cocktail Reception

7:00am

Registration/Information Desk Opens

7:30am

Continental Breakfast

8:00am

Chair Opening Remarks

Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

8:15am

Impact Investing: How Your Values Can Create an Impact

Moderator

Richard Zimmerman, Advisor, WE Family Offices (MFO)

Panelists

Rudi Bester, CEO, Memory Trees Corporation

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

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

John Schaetzl, Supervisory Board Chair, Access to Medicine Foundation

9:15am

Donor Advised Funds and Community Foundations

Moderator

Katherine Pease, Managing Director, Impact Strategy, Cornerstone Capital Group

Panelists

Caren Croland Yanis, Principal, Croland Consulting

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

Sandra Osborne Kartt, Director of Investments, ImpactAssets

Stephanie Gripne, Founder and Executive Director, Impact Finance Center

10:00am

360 Impact in Real Estate

Presented by

Lonnie Gienger, CEO, Wilkinson Family of Companies

10:30am

Networking Refreshment Break

10:45am

Connecting the Dots: Fossil Fuels, Climate Change and the Shift Towards Investing in Environmental Preservation

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelists

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

Neil Cohn, Founder, Agcelerator

Leah Zveglich, Executive Director, Aster Impact

Samuel Brothwell, Director of Research, Energy Income Partners

11:30am

The Role of Data Gathering In the Impact Space: What to Measure and How

Moderator

Glen Macdonald, Managing Director, Bronfman Rothschild (MFO)

Panelists

Rehana Nathoo, Founder & CEO, Spectrum Impact

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

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

Alberto Gomez-Obregon, Director of Portfolio, Acumen

12:15pm

Millennials and Impact Investing

Moderator

Tami Kesselman, Chief Impact Strategist & Alchemist, Aligned Investing Global

Panelists

Shanah Trevenna, CEO, Conscious Leadership Institute

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

Anne Ferola, Director, The Frank & Vera Ferola Foundation

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

Sophie Durey, Co-Founder, UMANA (MFO)

1star
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, Creator, Athletes Influence

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, Investor, Non-Profit Founder, 12yr NFL Safety

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

Presented by

Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur

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

Presented by

Tutankhamen Reyes, NFL Veteran, Business Consultant, Sports Analyst, Philanthropist

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

Presented by

Charles Johnson, Former Major League Baseball (MLB) All-Star Catcher, Active Impact Entrepreneur/STEM Education for Childhood Development

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

Presented by

Darius Butler, 9-year NFL Defensive Back/NE Patriots, Indianapolis Colts/RE Developer and Impact Investor/Philanthropist

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