Symposium 2017

 

 

2017 Symposium Agenda

 
8:00 - 8:45amRegistration and Breakfast
MORNING PLENARY SESSIONS
8:45 - 9:00amIntroductory Remarks
Anna Snider, Managing Director and Head of Due Diligence for the Chief Investment Office within Global Wealth & Investment Management, Bank of America; Board Chair, High Water Women
9:00 - 9:40amChange Maker: Visible Leaders
Perspectives on investing with impact from Valerie Rockefeller, Trustee, Chair, Rockefeller Brothers Fund interviewed by Debra Schwartz, Managing Director of Impact Investments, MacArthur Foundation
View the video
9:40 - 10:20amTaking Action: Removing Obstacles to Change — Examining the challenges and obstacles to adoption and achieving scale/impact.
Moderator: Susan Hammel, President, Cogent Consulting; Dana Bezerra, Senior Vice President, Heron Foundation; Michael Lear, Vice President, Bernstein Wealth Management; Christina Leijonhufvud, Managing Partner, Tideline; Laurie Spengler, President & CEO, Enclude Solutions
View the video
10:20 - 11:00amFighting for A Better World: Women in Impact Investing — The leadership role of women in driving impact investing.
Moderator: Vicki Benjamin, President, Calvert Investments; Angela Lee, Founder, 37 Angels; Alicia Robb, Founder and CEO, Next Wave; Ruth Shaber, President, Tara Health Foundation; Madji Sock, Global Operating Partner, Dalberg Global Development Advisors
View the video
11:30 - 12:30pmMORNING WORKSHOPS (Pick One of Four Sessions)
A. Urban Development — The role of impact investments in transforming cities.
Moderator: David Press, Partner, Confluence Partners; Olympia DeCastro, Partner, Community Investment Management; Lyneir Richardson, CEO, Chicago TREND; Ommeed Sathe, Vice President, Impact Investments, Prudential Financial; Greg Shell, Managing Director, Bain Capital
Listen to the audio
B. Rural Development — Investing in infrastructure to address the economic, environmental & social needs of rural communities.
Moderator: Rachel Schneider, SVP, Center for Financial Services Innovation; Kaela Gallo, Lead Designer, Propel; Joshua Humphreys, President and Senior Fellow, Croatan Institute; Cynthia Muller, Program & Portfolio Officer, Mission Driven Investments, W.K. Kellogg Foundation; Candace Smith, Managing Director of Risk, MicroVest
Listen to the audio
C. Environment and Climate — Integrating the environment opportunity and climate risk into investment portfolios.
Moderator: David Richardson, Executive Director, Global Head of Marketing and Client Service, Impax Asset Management; Rob Day, General Partner, Spring Lane Capital; JoAnn Hanson, President, Church Investment Group; Joseph Kinard, Chair, Committee on Mission Responsibility Through Investment, Presbyterian Church; Kareen Laton, Partner, Head of Marketing and COO Asset Management, Greentech Capital Advisors; Torsten Marshall, Partner, Orrick Herrington & Sutcliffe
View the video
D. Removing Obstacles to Change: A Deeper Dive — What it takes to get investors to sign on for impact while balancing returns expectations.
Moderator: Rebecca Price, Program Officer, Investors' Circle; Sara Brand, Founding General Partner, True Wealth Ventures; Melissa Cheong, CIO, Zoma Capital; Erin Harkless, Senior Investment Director, Cambridge Associates; Allyson McDonald, CEO, Work Capital
Listen to the audio
12:30 - 1:45pmNetworking Lunch
1:45 - 2:45pmAFTERNOON WORKSHOPS (Pick One of Four Sessions)
A. Housing — Developments and trends in impact investments in creating affordable housing and healthy communities.
Moderator: Lisa Davis, Executive Director and Portfolio Manager, Impact Investing, PGIM Real Estate; Jonathan Asmis, Chief Executive Officer, Landed; Doug Lawrence, Managing Principal, 5 Stone Green Capital; Michael Saadine, Director, Bridges Fund Management; David Sand, Chief Investment Strategist and Chief Impact Investment Officer, Community Capital Management
Listen to the audio
B. Regenerative Agriculture — Investing in sustainable agricultural solutions for local economies and global problems.
Moderator: Karen Karp, President, KK&P; Sada Geuss, Investment Manager, Trillium Asset Management LLC; Caroline MacGill, Managing Director, Armonia; Aria McLauchlan, Co-founder, Land Core USA; Marc Oshima, Co-Founder and Chief Marketing Officer, Aero Farms ; Steffen Schneider, Director of Farming Operations, Hawthorne Valley Farm
Listen to the audio
C. Diversity — Achieving true diversity across investment strategies and asset classes.
Moderator: Monique Aiken, Vice President Programs, Mission Investors Exchange; John Duong, Director of Impact Investing, Lumina Foundation; Hunter Lovins, President, Natural Capitalism Solutions; Elisa Miller-Out, Managing Partner, Chloe Capital; Mina Pacheco Nazemi, Founder and Managing Partner, Aldea Capital Partners
View the video
D. Measuring Impact Challenges — Assessing impact measurement tools and effectiveness.
Moderator: Kate Starr, CIO, Flat World Partners; Laura Albarracin, Senior Analyst, oekom research ; Matt Greenfield, Managing Partner, Rethink Education; Stephanie Kater, Consultant, The Bridgespan Group; Quyen Tran, Vice President and Equity Portfolio Specialist, Wellington Management
Listen to the audio
AFTERNOON PLENARY SESSIONS
3:15 - 3:30pmSpotlight: Women Investors Are the Solution to the World’s Problems!
Presented by Sara Brand, General Partner, True Wealth Ventures
View the video
3:30 - 4:00pmFireside Chat with Governor Deval Patrick
Interviewed by Imogen Rose-Smith, Investment Fellow, University of California.
View the video
4:00 - 4:40pmIMPACT! Impact Investing in the New Age of Social Activism — The place of impact investing in social and environmental activism.
Panel Discussion — Moderator: David Bank, Editor and CEO, ImpactAlpha; Suzanne Biegel, Founder, Catalyst at Large; Jay Lipman, Co-founder, Ethic; Jason Scott, Partner, Encourage Capital; Fran Seegull, Executive Director U.S. Impact Investing Alliance at Ford Foundation; Gitanjali Swamy, Managing Director, IoTask
View the video
4:40 - 5:20pmGo Big or Go Home — The bold Ideas Driving Impact Investing Today — What is the future of impact investing? The best bold new ideas driving impact investing today.
Panel Discussion — Moderator: Emily Chasan, Sustainable Finance Editor, Bloomberg; Ron Cordes, Co-founder, Cordes Foundation; Debbie McCoy, Managing Director, BlackRock; Jameela Pedicini, Director, Asset Management, Perella Weinberg; Brace Young, Partner, Arabesque
View the video
5:30 - 7:00pmCocktail Reception
REGISTER