Symposium 2016

 

 

2016 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 - 10:15amKeynote: Impact Investing — The road forward. The importance of policy developments and how we move forward with different stakeholders.
Elizabeth Littlefield, President, Overseas Private Investment Corporation. Followed by a conversation with Laurie Spengler, President & CEO, Enclude
View the video
10:15 - 11:00amIntergenerational Impact: How will impact investing and millennials change philanthropy? — What are some intergenerational approaches to structuring a portfolio for impact.
Moderator: Hilary Irby, Managing Director, Morgan Stanley; Summerly Horning, VP Industry Relations, Tau Investments; Eric Jacobsen, Co-Founder, Gratitude Railroad; Justina Lai, Director of Impact Investing, Wetherby Asset Management; Anna-Marie Wascher, CEO and Co-Founder, Flat World Partners
Listen to the audio
11:30 - 12:30pmMORNING WORKSHOPS (Pick One of Four Sessions)
A. Direct Private Investing: The hot topic, but how do you do it well? — How to access the right deal flow, importance of networks, deal due diligence, important lessons.
Moderator: Amy Wildstein, Managing Director, Springboard Growth Capital; Dr. Joan Fallon, Founder and CEO, Curemark; Will Poole, Managing Partner, Capria Ventures and Unitus Seed Fund; Cynthia Ringo, Managing Partner, DBL Investors; Barbara Raho, Private and Angel Investor; Managing Director, Golden Seeds
Listen to the audio
B. What’s New: Development finance in the developing world. — Current innovations in lending, micro-finance 3.0, SME financing. What is needed and how to build for investment results and impact.
Moderator: Georgia Levenson Keohane, Executive Director, Pershing Square Foundation; Vivina Berla, Co-Managing Partner, Sarona Asset Management ; Peter Bernard, COO, Root Capital; Candace Smith, Managing Director of Risk, MicroVest
Listen to the audi
C. Diversity and Impact Investing: The aspirational gap. — In light of the international focus on gender equality and diversity as well as a number of new solutions in the market, what is needed to create greater impact?
Moderator: Sara Brand, Founding General Partner, True Wealth Ventures; Steven Godeke, Trustee, Jessie Smith Noyes Foundation; Gayle Jennings O'Byrne, General Partner, Maya Ventures Partners; Linda-Eling Lee, Managing Director and Global Head of ESG Research, MSCI ; Pat Zollar, Managing Director, Neuberger Berman
View the video
D. Investing for the Environment: local vs global and private vs public. — How are different investors approaching this space, what has been effective? How do we combine these approaches to maximize impact?
Moderator: Imogen Rose-Smith, Staff Writer, Institutional Investor; Taryn Goodman, Director of Investment Partnerships, NatureVest; Paulus Ingram, Managing Partner, Arc Fiduciary; Cindy Nawilis, Director of Investor Relations and Operations, SunFunder; Conor Platt, Co-Founding CEO and CIO, Etho Capital; Ashley Shulten, Director, BlackRock
Listen to the audio
12:30 - 1:30pmNetworking Lunch
1:30 - 2:30pmAFTERNOON WORKSHOPS (Pick One of Four Sessions)
A. Public Market Investing: From integration to materiality to impact. — Discussion around the different approaches to investing in public equities and fixed income. Innovations in data and tools and what you need to know.
Moderator: Jamie Silver, Managing Director, Mariner Investment Group; Erica Lasdon, Vice President Research and Advocacy, Calvert Investments; James Dearborn, Head of Municipal Investing, Columbia Threadneedle; Karina Funk, Portfolio Manager, Large Cap Sustainable Growth, Brown Advisory; Kristina Rueter, Head of Research, oekom research AG
View the video

B. Investing in Cities. — Innovative uses of investment structures and unique partnerships. The decentralized economy and development of local/regional models. Living cities and the role of infrastructure investment.
Moderator: Eric Glass, Senior Portfolio Manager, AllianceBernstein; Lisa Davis, Director, Investor Relations & Specialty Investment Originations, Pembrook Capital Management; Ivan Frishberg, First Vice President Sustainability Banking, Amalgamated Bank; Eileen Neely, Director of Capital Innovation, Living Cities; Debra Schwartz, Managing Director, MacArthur Foundation; Taj Tabassoom, Associate, SeaChange Capital Partners
Listen to the audio
C. Global Economic Inclusion. — Evaluating policy, development and tech approaches to this issue. What is being done to expand the investment options and is there a tension here between scale vs impact.
Moderator: Jalak Jobanputra, Founder and Managing Partner, Future Perfect Ventures; Arlyn Davich, Founder and CEO, PayPerks; Monica Brand Engel, Partner, Quona Capital ; Joan Trant, Director of Marketing and Impact, TriLinc Global; Kathleen Utecht, Managing Partner, Core Innovation
Listen to the audio
D. Sustainable Food Investments — Understanding food as a continuum – growing, distribution and waste. What is needed to make this accessible for everyone and not just for the 1%?
Moderator: Kim Fortunato, Director of Community Affairs and President, Campbell Soup Foundation; Michael Hoelter, Africa Agriculture and Trade Investment Fund, Deutsche Bank; David Nicola, Founder and CEO, Blackdirt Capital; Anastasia Cole Plakias, Founding Partner, Brooklyn Grange Rooftop Farm; Lisa Sebesta, Founder and Managing Partner, Fresh Source Capital
Listen to the audio
AFTERNOON PLENARY SESSIONS
3:00 - 3:45pmEntrepreneurs: Challenges and importance to accessing aligned capital for growth. — Where do you go after you received initial funding? The struggle of getting funding that supports your impact mission. Women face an even higher hurdle in follow-on funding. The fragmentation of the funding market offers benefits for investors.
Moderator: David Bank, Editor & CEO, ImpactAlpha; Michelle Gonzalez, Managing Director and Co-founder, The Influencer Series; Molly Morse, Chief Executive Officer, Mango Materials, Inc.; Rehana Nathoo, VP of Social Innovation, Case Foundation; Kerry Rupp, Partner, True Wealth Ventures; Nate T. Yohannes, Senior Advisor, U.S. Small Business Administration
View the video
3:45 - 4:30pmMoving Ahead. — The leading voices in Impact will weigh in on the state of the industry and the steps forward for achieving integration and scale.
Moderator: Anna Snider, Head of Due Diligence, Global Wealth & Investment Mgmt CIO Office, Merrill Lynch; Christina Leijonhufvud, Managing Partner, Tideline; Tracy Palandjian, CEO, Social Finance; Debra Schwartz, Managing Director, MacArthur Foundation
View the video

4:30 - 4:55pmMobilizing Women Investors and Influencers.
Drianne Benner, Managing Director, Appomattox Advisory; Bonny Moellenbrock, Executive Director, Investors’ Circle; Ellen Remmer, Senior Partner, The Philanthropic Initiative
View the video
4:55 - 5:00pmClosing Agenda
5:00 - 7:00pmCocktail Reception
REGISTER