October 3, 2013 * 9AM-4PM * Prince George Ballroom
15 East 27th St. NY NY 10016
(registration begins 8:15AM)
This event is sold out!
Lisa Kleissner, President, KL Felicitas Foundation
From philanthropy to investment choice: the evolution of Impact investing.
Navigating the current landscape of impact investing: definitions, categories, opportunities
Panelists/speakers (list in formation):
David Beatty, Golden Seeds * Loren Blackford, Personal Investor * Monica Brand, Frontier Investments * Katherine Burstein, Mercer * Kesha Cash, Jalia Ventures * Josh Cohen, City Light Capital * Jocelyn Cortez-Young, Minerva Capital Group * Gil Crawford, Microvest * Michele Demers, Boundless Impact Investing * Nell Derick Debevoise, Inspiring Capital * Ariane de Vienne, AV Advisors * Laura Foose, Social Performance Task Force * Matt Greenfield, Rethink Education * Rachele Haber-Thomson, Investors’ Circle * Mary Ellen Iskenderian, Women's World Banking * John Jonson, Lyrical Partners * Yana Watson Kakar, Dalberg * Heather Kidde, Credit Suisse * Eleanor Kinney, Slow Money * Thomas Light, Grameen Foundation * Kristen Majeska, Philanthropic Inteligence * Asad Mahmood, Deutsche Bank * Michael McMillan, CFA Institute * Sari Miller, Sarjay * Vince Molinari, Gate Global Impact * Rosita Najmi, Omidyar Network * Gloria Nelund, TriLinc Global * Amie Patel, Imprint Capital Advisors * Matt Patsky, Trillium Asset Management * Andrea Phillips, Goldman Sachs * Gerhard Pries, Sarona Fund * Fran Seegull, ImpactAssets * Joan Sharp, Life Strategies * Michael Sidgmore, Mosai * Wayne Silby, Calvert Funds * Julia Sze, Sonen Capital * Brian Trelstad, Bridges Ventures * Joan Trant, Sophia Advisors * Michael Valentinas, Credit Suisse * Mike van Patten, Mission Markets * Susan Webb, Appomattox Advisory * Adam Wolfensohn, Wolfensohn Fund Management. * Betsy Zeidman, Strategic Impact Investing Advisor
Morning Panel Discussions
Panel #1: An investor’s perspective
Hear investors’ stories: How and why they entered the space, and how impact investing fits their strategies. What are the challenges and the opportunities? How do they make investment decisions?
Panel #2: A manager’s perspective
Learn from investment managers: How their approaches, strategies and objectives have evolved. Is impact investing truly becoming “mainstream” or is it still a “nice to have?” How do they position themselves, educate their clients, and stay ahead of trends and innovations? How does the industry have to evolve in order to achieve scale?
Debatereturn versus mission: below- market returns vs. market rate investment potential.
Will increased transparency, spur impact investment growth? How is the industry addressing rigor, results, and reporting?
Afternoon Roundtable Discussions
Roundtable #1 - Due Diligence and Metrics:
Join the dialogue on metrics and due diligence for impact investments – issues, criteria, considerations, trade-offs.
Roundtable #2 - Social Impact Investing – A deeper dive
Explore opportunities in the social space – the size/ capacity of the “sectors.” Including health, well-being, education, and others
Roundtable #3 - Environmental Impact Investing – A deeper dive
Hear about opportunities in environmental impact-- the size/ capacity of the “sectors.”, including energy, land, agriculture/food, water, and others
Roundtable #4 - Technology
Learn about the latest innovations in technology--how it’s increasing efficiencies, broadening the knowledge base, and furthering impact investing.
Roundtable #5: Financial Innovation
Discover new financial instruments-- including social impact bonds, dedicated funds, and new metrics, from innovators in the field.
Putting it all together – where to start, how to proceed, monitor, and stay informed