Agenda

2019 Symposium Agenda

8:00 - 8:45amRegistration and Breakfast
MORNING PLENARY SESSIONS
9:00 - 9:45amKeynote
9:45 - 10:30amWomen Leading Impact Investing: Real stories from real women investing for a better world.
When we bring purpose to our investment choices, women have the power to unleash meaningful social change.
10:30 - 11:15amCatalyzing Capital for Change: Building tomorrow today.
Investing in the sustainable future at scale, means identifying and funding new technologies and innovations, and driving large amounts of public and private sector capital to where it is needed. Who is making a difference, what has worked, what has failed. What else needs to happen to galvanize investor behavior and fund innovation.
Speakers: Dana Bezerra, F.B. Heron Foundation; Christina Borsum, New Energy Nexus; Lauren Cochran, Blue Haven Initiative; Mike Muldoon, The Rockefeller Foundation; Urmi Sengupta, MacArthur Foundation; Moderator: Brian Walsh, Liquidnet.
11:30 - 12:30pmMORNING WORKSHOPS (Pick One of Four Sessions)
1. Impact Innovation/Structuring: Part One
Blended finance. What does it mean? Who are the players and why is it needed? What are the objectives and outcomes that help to develop impact? Where are the most successful models? What are some of the lessons learned?
Hybrid structures, impact bonds, other creative solutions to solve hard problems. What does it take to design a product that is different to the mainstream? Who are the players leading the industry and why are they doing it? How can private investors get involved?
2. Private Wealth — Portfolio Construction: Part One
While there is significant interest from private investors in impact, adoption has been slow. Reasons for this often include questions on how to deploy impact investments into an existing portfolio, how foundations and PRIs can be used, as well as how to create an investment policy that incorporates impact. This session will explore different ways in which private investors have tackled these issues.
3. Place Based Investing — Opportunity Zones and Beyond: Part One
Place based investing in rural and urban communities bypassed by economic prosperity. Bringing impact investing home. How to accelerate impact capital into hard to reach communities? Financing, resources, innovation and jobs.
Speakers: Aisha Benson, TruFund Financial Services; Cat Berman, CNote; Paige Chapel, Aeris; Richard Chirls, Orrick, Herrington & Sutcliffe LLP; Moderator: Caroline Yarborough, Calvert Impact Capital.
4. Climate Disruption and Innovation: Part One
Tackling the impact of climate change on investments, communities and ecosystems. Developing solutions for the climate crisis and protractions from climate risk and extreme weather. Preserving environments, water and food systems.
Speakers: Anne Amanda Bangasser, Treehouse Investments; Josh Huffard, Douglas Winthrop Advisors LLC; Andrew Miller, Kepos Capital L.P.; Paul Rissman, Rights CoLab; Moderator: Imogen Rose-Smith, Journalist.
12:30 - 1:30pmNetworking Lunch
1:45 - 2:45pmAFTERNOON WORKSHOPS (Pick One of Four Sessions)
1. Impact Innovation/Structuring: Part Two
Blended finance. What does it mean? Who are the players and why is it needed? What are the objectives and outcomes that help to develop impact? Where are the most successful models? What are some of the lessions learned?
Hybrid structures, impact bonds, other creative solutions to solve hard problems. What does it take to design a product that is different to the mainstream? Who are the players leading the industry and why are they doing it? How can private investors get involved?
2. Private Wealth — Portfolio Construction: Part Two
While there is significant interest from private investors in impact, adoption has been slow. Reasons for this often include questions on how to deploy impact investments into an existing portfolio, how foundations and PRIs can be used, as well as how to create an investment policy that incorporates impact. This session will explore different ways in which private investors have tackled these issues.
3. Place Based Investing — Opportunity Zones and Beyond: Part Two
Place based investing in rural and urban communities bypassed by economic prosperity. Bringing impact investing home. How to accelerate impact capital into hard to reach communities? Financing, resources, innovation and jobs.
Speakers: Shay Chan Hodges, Maui ESG Investment Project; Tracy Kartye, The Annie E. Casey Foundation; Eva Kathleen Schulte, Travois; Nathan Taft, Jonathan Rose Companies; Moderator: Kim Leslie Shafer, Aeris.
4. Climate Disruption and Innovation: Part Two
Tackling the impact of climate change on investments, communities and ecosystems. Developing solutions for the climate crisis and protractions from climate risk and extreme weather. Preserving environments, water and food systems.
Speakers: Sasha Brown, The Ecosystem Integrity Fund; Albert Lee, University of California; Ravi Mikkelsen, ClimateLink Bank; Megan Starr, The Carlyle Group; Moderator: Carrie Norton, Green Business BASE CAMP.
AFTERNOON PLENARY SESSIONS
3:00 - 3:30pmInvestor Fireside Chat
A conversation with Lisa Shalett, Chief Investment Officer and Head of Wealth Management Investment Resources for Morgan Stanley Wealth Management, and Gloria Nelund, Chairman and Chief Executive Officer for TriLinc Global. Interiewed by Drianne Benner, Appomattox, Managing Director.
3:30 - 4:00pmResearch Spotlight
4:00 - 4:45pmAvoiding Impact/ESG Washing
"Impact Washing" has become a growing concern for investors. What’s real? In a rapidly expanding field, some investments have fallen short of stated objectives and the rise in demand has brought a rush to market without rigorous strategies and data to back up claims. Has the criticism gone too far? Are we discouraging capital and squashing good ideas? How can investors separate the signals from the noise? Can improved reporting metrics help? Investors and practitioners give their perspective.
Speakers: Karina Funk, Brown Advisory; Ian Chan Hodges, Responsible Markets; Christina Leijonhufvud, Tideline; Sophie Robe, Phenix Capital; Rekha Unnithan, Nuveen; Moderator: Delilah Rothenberg, Development Capital Strategies.
5:00 - 7:00pmCocktail Reception

2019 Agenda Workshop Room Assignments

ROOM TBDROOM TBDROOM TBDROOM TBD
MORNING WORKSHOP SESSIONS
1. Impact Innovation / Structuring:
Part One
2. Private Wealth:
Part One
3. Place Based Investing:
Part One
4. Climate Disruption and Innovation:
Part One
AFTERNOON WORKSHOP SESSIONS
1. Impact Innovation / Structuring:
Part Two
2. Private Wealth:
Part Two
3. Place Based Investing:
Part Two
4. Climate Disruption and Innovation:
Part Two
 
1Workshop Session Instructions
  • There are four workshop session locations
  • Pick up your workshop assignments at the registration desk
  • If you didn't complete the survey, pick the workshop you'd like to attend & go to that room
  • If the room is over-capacity when you arrive, please pick another workshop
REGISTER