2015 Symposium Participants
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 - 9:00am | Registration and Breakfast |
| MORNING PLENARY SESSIONS | |
| 9:00 - 9:20am | Introductions with overview of High Water Women, programs and success. |
| 9:20 - 10:10am | Keynote: An Impact Investment Story. Ron, Marty and Stephanie Cordes, Cordes Foundation View the video |
| 10:10 - 11:00am | Setting 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. View the video |
| 11:30 - 12:30pm | MORNING 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 |
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| 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 View the video |
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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 |
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| 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 |
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| 12:30 - 1:30pm | Networking Lunch |
| AFTERNOON PLENARY SESSION | |
| 1:30 - 2:30pm | The 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 View the video |
| 3:00 - 4:00pm | AFTERNOON 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 |
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| 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 |
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| 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 View the video |
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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 |
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| CLOSING AGENDA | |
| 4:30 - 5:30pm | High 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 View the video |
| 5:30 - 7:30pm | Cocktail Reception |