Symposium 2014

 

2014 Symposium Participants


2014 Symposium Speakers

2014 Symposium Supporters and Acknowledgments




Select Press Coverage


Wall Street Journal Video Interview
The Wall Street Journal, Veronica Dagher interview of Clara Miller, President of the FB Heron Foundation, Laurie Spengler, President Enclude Holdings and Candace Smith, COO Microvest – all speakers at HWW's 2014 Investing for Impact Symposium.




2014 Symposium Resources


From the Margins to the Mainstream
Assessment of the Impact Investment Sector and Opportunities to Engage Mainstream Investors. A report by the World Economic Forum Investors Industries; Prepared in collaboration with Deloitte Touche Tohmatsu.

Charting the Course: How Mainstream Investors Can Design Visionary and Pragmatic Impact Investing Strategies.
A report by the World Economic Forum Investors Industries. Prepared in collaboration with Deloitte Touche Tohmatsu – September 2014

Private Capital, Public Good: How Smart Federal Policy Can Galvanize Impact Investing — and Why It’s Urgent
US National Advisory Board on Impact Investing’s report of policy recommendations to galvanize impact investing in the United States.

 

 

2014 Symposium Agenda

 
8:00 - 8:30amRegistration and Breakfast
MORNING PLENARY SESSIONS
8:30 - 8:45amIntroductions.
8:45 - 9:30amAn Impact Investment Story. — Where are we now?
Clara Miller, President, The F.B. Heron Foundation
View the video
9:30 - 10:15amA Framework for Structuring a Sustainable Impact Investing Strategy.
Moderator: Laurie Spengler, Enclude; Liesel Pritzker Simmons, Blue Haven Initiative; Mattherw Weatherley-White, The CAPROCK Group
View the video
10:45 - 11:40pmMORNING WORKSHOPS (Pick One of Four Sessions)
A.Catalytic Capital.
Moderator: Gerhard Pries, Sarona Asset Management; Lauren Booker, Omidyar Network; Maria Cavalcanti, FIRST Brazil Impact Investing Fund; Joan Trant, TriLinc Global
B. “What is the There There”. — Track Records of Impact.
Moderator: Jean Hammond, Learn Launch; Monica Brand Engel, ACCION Frontier Investments ; Amie Patel, Imprint Capital ; Candace Smith, MicroVest ; Anna Snider, Merrill Lynch
C. Socially Focused Investing, Healthcare.
Moderator: John Brooks, Joslin Diabetes Center; Pablo Farias, Grameen PrimaCare; Adele Oliva, 1315 Capital; Greg Simon, Poliwogg; Julianne Zimmerman, Vodia Ventures
D. Environmentally Focused Investing, Water and Agriculture.
Moderator: Fran Seegull, ImpactAssets; Catherine Gill, Root Capital; Marc Robert, Water Asset Management; Bettina Von Hagen, Ecotrust Forest Management; Kelly Wachowicz, EKO Asset Management Partners
11:40 - 12:30pmNetworking Lunch
AFTERNOON PLENARY SESSION
12:30 - 1:25pmWomen in Impact Investing. — How do you do it?
Moderator: Jackie VanderBrug, U.S. Trust; Mae Hong, Rockefeller Philanthropy Advisors; Kay Koplovitz, Koplovitz & Co, LLC; Allyson McDonald, Ellevate; Jennifer Pryce, Calvert Foundation
1:25 - 1:50pmNew Evidence of Women’s Performance in Financial Sector
Elise Zoli, Goodwin Procter LLP
1:50 - 2:35pmInvesting Directly: Overcoming the Challenges of Direct Investing
Moderator: Diana Propper de Callejon, Cranemere, Inc.; Jolyne Caruso-FitzGerald, The Alberleen Group; Melissa Cheong, Imprint Capital Advisors; Kate Starr, The F.B. Heron Foundation
3:00 - 3:55pmAFTERNOON WORKSHOPS (Pick One of Four Sessions)
A. Investing in Social Entrepreneurs.
Moderator: Alice Mann, Alice Mann, LLC; Maya Chorengel, Elevar Equity; Liz Luckett, Social Entrepreneurs' Fund; Kate McElligott, Prosperity Catalyst; Bonny Moellenbrock, Investors’ Circle
B. Investing in Cities, A New Approach to Urban Investing.
Moderator: Lisa Davis, Ford Foundation; Anne Evans, Ashoka ; Lisa Hinds, IC Riverside Church NYC; Doug Lawrence, 5 Stone Green Capital – Bainbridge
C. Investing in the “G”. — Governance.
Moderator: Katherine Burstein, Pell Wealth Partners; Eve Ellis, Morgan Stanley ; Sue Meirs, Barclays Capital; Eva Zlotnicka , UBS Investment Bank
D. Environmentally Focused Investing, Incorporating Climate Risk into Investment Decisions.
Moderator: Christina Leijonhufvud, Tideline Advisors; Peter Fusaro, Global Change Associates Inc; Spencer Hempleman, Ardsley Partners; Jenna Nicholas, Phoenix Global Impact; Elise Zoli, Goodwin Procter LLP
CLOSING AGENDA
4:00 - 5:00pmPutting It All Together, Balancing Intentions with Investing.
Moderator: Erika Karp, Cornerstone Capital Group; Kristin Hull, Nia Global Solutions; Diane Keefe, Friends Fiduciary Committee; Bonny Moellenbrock, Investors' Circle; Abigail Noble, World Economic Forum; Diane Schmidt, Blue Moon Fund, Inc.
5:00 - 5:30pmD. Open Forum. — What is still unanswered? What would you like to hear more of?
5:30 - 5:45pmClosing Remarks.
5:45 - 7:00pmCocktail Reception
SYMPOSIUM LAB
8:00am - 6:00pmSymposiumLab — Concurrent with speaker schedule.
The SymposiumLab will highlight resources available to the conference participants (focused on investors and investment advisors), including platforms for investing, trading, educational and networking groups, impact measurement solutions and other technology solutions. Specific solutions will be highlighted, like peer-to-peer, crowd-funding, and other direct to investor solutions.
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