Symposium 2013

 
 

 

2013 Symposium Agenda

 
8:15 - 9:00amRegistration and Breakfast
MORNING PLENARY SESSIONS
9:00 - 9:15amWelcome.
Diane Keating, Executive Director of High Water Women and Alexandra Poe, Founder and Chair of High Water Women
9:15 - 10:00amKeynote: Evolution of Impact Investing — From Philanthropy to Investment Choice.
Lisa and Charly Kleissner, KL Felicitas
10:30 - 11:00amAn Investor’s Perspective.
Moderator: Kristin Majeska, Philanthropic Intelligence; Eleanor Kinney, Slow Money; Sari Miller, Leapfrog Investments; Michael Sidgmore, Mosaic; Nikita Singhal, FB Heron Foundation
11:15 - 12:00pmA Manager’s Perspective.
Moderator: Matthew Patsky, Trillium Asset Management; Jocelyn Cortez-Young, Minerva Capital; Gil Crawford, MicroVest; Asad Mahmood, Deutsche Bank; Gloria Nelund, TriLinc Global
12:00 - 12:30pmNetworking Lunch
12:00 - 12:30pmLunch Dialogue: Returns vs. Mission.
Moderator: Michael McMillan, CFA Institute; Josh Cohen, City Light Capital; John Jonson, Lyrical Partners; Thomas Light, Grameen Foundation; Susan Webb, Appomattox Advisory
1:30 - 2:45pmAFTERNOON ROUNDTABLES
A. Due Diligence and Metrics.
Moderator : Anna Snider, Merrill Lynch Wealth Management; Katherine Burstein, Mercer; Laura Foose, Social Performance Task Force; Yana Watson Kakar, Dalberg Global Development Advisors; Amie Patel, Imprint Capital
B. Social Impact Investing. — A deeper dive.
Moderator: Betsy Zeidman, Strategic Impact Solutions; Kesha Cash, Jalia Ventures; Matt Greenfield, Rethink Education; Mary Ellen Iskenderian, Women’s World Banking; Rosita Najmi, Omidyar Networks
C. Environmental Impact Investing. — A deeper dive.
Moderator: Ariane de Vienne, AV Advisors; Loren Blackford, Rachel’s Network & Sierra Club; Rachele Haber-Thomson, Investors’ Circle; Michael Sidgmore, Mosaic; Brian Trelstad, Bridges Ventures
D. How Technology Can Further the Mission of Impact Investing.
Moderator: Michele Demers, Boundless Impact Investing; David Beatty, Golden Seeds; Vince Molinari, GATE Technologies; Michael van Patten, Mission Markets; D. Wayne Silby, Calvert Foundation
E. Financial Innovation in Impact Investing.
Moderator: Moya Connelly; Monica Brand, Frontier Investments (Accion); Nell Derick Debevoise, Inspiring Capital; Heather Kidde, Credit Suisse; Sari Miller, Leapfrog Investments; Andrea Phillips, Goldman Sachs
CLOSING AGENDA
3:00 - 4:00pmPutting It All Together. — Where to start. How to monitor. Ways to stay informed.
Moderator: Joan Trant, TriLinc Global; Gerhard Pries, Sarona Asset Management; Julia Sze, Sonen Capital; Joan Sharp, Life Strategies; Adam Wolfensohn, Wolfensohn Fund Management
4:00pmClosing Remarks.
Alexandra Poe, Founder and Chair of High Water Women
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