2013 Symposium Participants
2013 Symposium Agenda
| 8:15 - 9:00am | Registration and Breakfast |
| MORNING PLENARY SESSIONS | |
| 9:00 - 9:15am | Welcome. Diane Keating, Executive Director of High Water Women and Alexandra Poe, Founder and Chair of High Water Women |
| 9:15 - 10:00am | Keynote: Evolution of Impact Investing — From Philanthropy to Investment Choice. Lisa and Charly Kleissner, KL Felicitas |
| 10:30 - 11:00am | An 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 - 12:00pm | A 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 - 12:30pm | Networking Lunch |
| 12:00 - 12:30pm | Lunch 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 - 2:45pm | AFTERNOON 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| CLOSING AGENDA | |
| 3:00 - 4:00pm | Putting 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 |
| 4:00pm | Closing Remarks. Alexandra Poe, Founder and Chair of High Water Women |