Symposium 2015

2015 Symposium Participants


2015 Symposium Speakers

2015 Symposium Supporters and Acknowledgments




Select Press Coverage


Empowering Women Drives Impact Investing
Financial Advisor, 23 October 2015, By Jerilyn Klein Bier

Inside MacArthur's Impact Investing: A Conversation With Debra Schwartz
Inside Philanthropy, 26 October 2015, By Kiersten Marek

 

 

2015 Symposium Agenda

 
8:00 - 9:00amRegistration and Breakfast
MORNING PLENARY SESSIONS
9:00 - 9:20amIntroductions with overview of High Water Women, programs and success.
9:20 - 10:10amKeynote: An Impact Investment Story.
Ron, Marty and Stephanie Cordes, Cordes Foundation
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10:10 - 11:00amSetting Impact and Portfolio Objectives, Putting It Together. — Combining your investment and impact objectives.
Moderator: Debra Schwartz, John D. and Catherine T. MacArthur Foundation ; Lisa Hall, Anthos Asset Management; Greg Neichin, Ceniarth LLC ; Dominique Bangasser Slavin, Treehouse Investments
The Wharton Study referenced in this panel.
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11:30 - 12:30pmMORNING WORKSHOPS (Pick One of Four Sessions)
A. Combining Giving and Investment Dollars: The whole portfolio approach. — The evolution of impact investing – how to move from either 100% philanthropy or 100% financial return orientation to a portfolio that combines both impact and financial returns.
Moderator: Kate Starr, Starria; Preeti Bhattacharji, FB Heron Foundation; Laura Kind McKenna, The Patricia Kind Family Foundation; Janet McKinley, Advance Global Capital ; Julie Shafer, Bank of the West/BNP Paribas
B. Investing with Impact: Food and sustainable agriculture. — Defining and identifying your role in investing with impact focused on food and sustainable agriculture.
Moderator: Karen Karp, Karen Karp & Partners; Alex Borschow, Semillero Ventures; Howard Fischer, Basso Capital Management; Danielle Gould, Food+Tech Connect; Stephen Hohenrieder, Farmland LP John Meyers, Swisscontact North America; Marc Robert, Water Asset Management
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C.Measuring Your Impact in Public Investments. — Identification of the leading means of measuring impact in publicly traded investments.
Moderator: William Burckart, Burckart Consulting; Farha-Joyce Haboucha, Rockefeller & Co.; Dr.Robert Hassler, oekom research AG; Lauren Koopman, PWC ; Himani Phadke, Sustainability Accounting Standards Board
D. Social Enterprise: Choosing your investments with care & diligence. — Exploration of networks, platforms and advisors for direct social entrepreneur investments; getting the support needed to make direct investments in social entrepreneurs.
Moderator: Lauren Booker Allen, Omidyar Network ; Ross Baird, Village Capital; Moya Connelly, Deutsche Bank; Jonathan Cedar, BioLite ; Kalpana Raina, 252 Solutions
12:30 - 1:30pmNetworking Lunch
AFTERNOON PLENARY SESSION
1:30 - 2:30pmThe Mainstream Is Going Impact. — Mainstream financial services firms are incorporating impact into their array of offerings: how are they approaching this and how do they see it developing?
Moderator: Erika Karp, Cornerstone Capital Group; Vicki Benjamin, Calvert Investments; Saundra Gibson, Credit Suisse; John Goldstein, Goldman Sachs ; Steve Liberatore, TIAA-Cref Asset Management; Jackie VanderBrug, U.S.Trust
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3:00 - 4:00pmAFTERNOON WORKSHOPS (Pick One of Four Sessions)
A. Innovative Investment Solutions: Structuring impact investments, how it is done. — Grant makers and philanthropists seek new ways to leverage social and financial capital; how investors are addressing social and environmental issues thru market/investment mechanisms.
Moderator: Lee Ann Dillon, Reed Smith ; Sean Keogh, USAID ; Dimple Sahni, Anthos Asset Management; Mitchell Strauss, Overseas Private Investment Corporation
B. Investing with Impact: Education. — Exploration of education focused impact investments to address income inequality.
Moderator: Keith Palzer, Navigant; Colin Brown, Skoolbo ; John Rogers, Bridges Ventures; Aarthi Sowrirajan, Turner Impact
C. An Ecosystem Approach to Environmental Investing. — Defining and identifying the different roles & investments available in the environmental arena.
Spencer J. Hempleman, Ardsley Partners ; Silda Wall Spitzer, New World Capital ; Adam Wolfensohn, Encourage Capital; Ion Yadigaroglu, Capricorn Investment Group
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D. Measuring the Impact of Your Private Investments. — Identifying frameworks and methods to measure impact in private investments.
Moderator: Amie Patel, Goldman Sachs Asset Management; Ellen Carey, GIIN; Sandy Darville, Inter-American Development Bank; Steve Valdez, Global Alliance for Clean Cookstoves; Flory Wilson, B-Lab
CLOSING AGENDA
4:30 - 5:30pmHigh Water Women Update and the Role of Women in Impact Investing. — Discussion of HWW and their work with Women in Impact Investing, a new initiative.
Moderator: Ariane de Vienne, Cornerstone Capital Group; Bonnie Moellenbrock, Investors’ Circle; Andrea Turner Moffitt, Plum Alley Investments and Center for Talent Innovation; Fran Seegull, Impact Assets; Anna Snider, Merrill Lynch Wealth Management, Chair of the Board, High Water Women; Candice Tse, Goldman Sachs
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5:30 - 7:30pmCocktail Reception
REGISTER