2017 Symposium Participants
2017 Symposium Agenda
| 8:00 - 8:45am | Registration and Breakfast |
| MORNING PLENARY SESSIONS | |
| 8:45 - 9:00am | Introductory 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 - 9:40am | Change 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 - 10:20am | Taking 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 - 11:00am | Fighting 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 - 12:30pm | MORNING 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 |
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| 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 |
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| 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 |
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| 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 |
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| 12:30 - 1:45pm | Networking Lunch |
| 1:45 - 2:45pm | AFTERNOON 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 |
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| 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 |
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| 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 |
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| 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 |
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| AFTERNOON PLENARY SESSIONS | |
| 3:15 - 3:30pm | Spotlight: Women Investors Are the Solution to the World’s Problems! Presented by Sara Brand, General Partner, True Wealth Ventures View the video |
| 3:30 - 4:00pm | Fireside Chat with Governor Deval Patrick Interviewed by Imogen Rose-Smith, Investment Fellow, University of California. View the video |
| 4:00 - 4:40pm | IMPACT! 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 - 5:20pm | Go 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 - 7:00pm | Cocktail Reception |