Advisors Forum
AdvisorsForumHeader.jpg

Tuesday

June 19-20

AdvisorsForumHeaderdk.jpg

AGENDA

Taking Impact Investing to Scale

June 19-20, 2018

Thomson Reuters | 3 Times Square, New York, NY

*Additional Session Details Coming Soon | Agenda Subject to Change*

 

Day 1 - June 19

Open to Confluence Members Only


1:00-2:00pm: Registration & Networking

2:00-2:15pm: Welcome Remarks| Dana Lanza, CEO, Confluence Philanthropy & Peter Knight, Retired Partner, Generation Investment Management

2:15-3:20pm: Plenary | Behind Closed Doors: What Managers and Investors Really Think about Investment Opportunities

Planned in partnership with Cambridge Associates

One of the great debates in the field of impact investing right now is centered around deal flow. Investors claim there’s a dearth of good investments, managers throw up their hands, and capital sits on the sidelines. In this spirited discussion, led by Cambridge Associates Chairman Emeritus, Sandra Urie, we will dive into this impasse through a moderated discussion between two institutional investors and two managers. Our goal is to surface varying points of view in an effort to reach a deeper shared understanding about the availability of investment products and the barriers to capital deployment. Join us for what we hope will become a watershed discussion.

Speakers:

  • Sandra Urie, Chairman Emeritus, Cambridge Associates (moderator)
  • Gil Crawford, CEO, MicroVest Capital Management
  • Temple Fennell, Board Member, Keller Family Enterprises
  • Jennifer Pryce, President and CEO, Calvert Impact Capital
  • Shuaib Siddiqui, Director, Impact Investing, Surdna Foundation

3:20-3:40pm: Break

3:40-4:45pm: Plenary & Group Discussion | Solutions to Scaling Capital for Investment Opportunities

Planned in partnership with Aperio Group and Ecosystem Integrity Fund

Building on the ‘Behind Closed Doors’ session, Geoff Eisenberg and Liz Michaels will lead attendees through small and large group discussions to generate practical and actionable ideas for lowering the barriers to deal flow and accelerating the scale of capital deployment. In this one-hour session audience members are encouraged to share their own points of view and not-so-crazy ideas about what we can do to collectively move the industry forward. We hope to leave the afternoon inspired and energized with a set of ideas that the Confluence community we can work towards in the year ahead.  

Speakers:

  • Geoffrey Eisenberg, Principal, The Ecosystem Integrity Fund
  • Liz Michaels, Chief of Staff and Director of ESG/SRI, Aperio Group

4:45-5:15pm: Keynote | Dana Bezerra, President, The Heron Foundation

5:15-6:00pm: Reception On Site

6:00pm: Depart for Dinners

6:15-8:30pm: Dine Arounds | Seating reserved for 20 guests per topic

The Climate Solutions Collaborative (C2C) Dine Around (Event is Full | By Invitation Only)

Hosted in partnership with:

  • Danny Kennedy, Managing Director, California Clean Energy Fund
  • Jason Scott, Co-Managing Partner & Board Member, Encourage Capital
  • Renée Beaumont, Partner, Generation Investment Management

Investing from the Heart: A Women’s Dinner Party (Event is Full | By Invitation Only)

Hosted in partnership with:

  • Confluence Philanthropy’s Women’s Leadership Initiative
  • Julie Shafer, Head of Strategic Philanthropy & Purpose Investing, Bank of the West, BNP Partibas