Overview

Harnessing the Power of Impact Investing for Multi-Generational Families

Families of means have always been aware of the power of private capital to effect positive change, but recent trends have brought this idea, under the name Impact Investing, to the top of the agenda. Financial objectives remain imperative, particularly among prior generations, but emerging generations are increasingly active, and even activist, in the way they deploy their wealth to achieve societal change.

Many wish to see their financial and non-financial objectives ever more tightly aligned, but helping families on their journey from values to value creation is a highly complex task.

Join us to discuss vital questions like “Where should Impact sit amid broader strategy discussions?”, “What are the key elements in the Impact ‘toolbox’?” and “How do I as an advisor deliver the right insight and expertise?

 

ClearView Financial Media Ltd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Agenda

8:00am

Registration and Breakfast

8:55am

Conference Introduction

9.00am

KEYNOTE

9:20am

PANEL 1: Inter-Generational Conversation: Combining Returns with Purpose

10:10am

PRESENTATION 1: The European Story in the Context of the Global ESG Market

10:25am

Networking and Refreshment Break

10.55am

PANEL 2: Preparing for Impact: The Role of Advisors in Ensuring that Impact Really Delivers

11:45am

PANEL 3: Measuring Impact: The Challenges of Translating Principles into Investment Practice

12:40pm

Lunch and Networking

1:40pm

PRESENTATION 2: The Many Meanings of Impact, and How to Make it

2:10pm

PANEL 4: Clearing a Path Through Complexity: Top Legal and Tax Considerations

3:00pm

PRESENTATION 3: Impact and ESG Investing Through Mainstream Financial Markets

3:20pm

Networking and Refreshment Break

3:55pm

PRESENTATION 4:

4:20pm

PANEL 5: Impact Investing, Technology, and Venture Capital: How, Where, and Why

5:10pm

Closing Remarks and Summit Close


Logistics

Date and Time

Date: Wednesday 11th October - 2017
Time: 8:00 am – 6:00 pm

Venue

Grand Hyatt New York

Address: 109 East 42nd Street, New York, NY 10017, USA

About our Sponsors

Sponsors


Speakers

Adina Schwartz

Director of Client Engagement

21/64

Adina Schwartz is Director of Client Engagement at 21/64, a non-profit consulting practice specializing in next generation and multi-generational engagement in philanthropy and family enterprise. She speaks on this topic […]

Anisa Dougherty

Impact Analyst

Threshold Group

Anisa Dougherty serves as an Impact Analyst for Threshold Group. As a member of the Investment Management & Research team, Anisa conducts research across asset classes and impact themes to […]

Avi Sharon

Executive Vice President and Product Strategist

PIMCO

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

Benjamin Bingham

Founder and CEO

3Sisters Sustainable Management

Benjamin Bingham is the CEO/Founder of 3Sisters Sustainable Management, focused on 100% impact portfolios across private and public asset classes.  Educated at Groton School, Yale and Emerson College (UK), his […]

Betsy Erickson

Senior Director

Arabella Advisors

Betsy Erickson is a Senior Director at Arabella Advisors, a social venture firm dedicated to making philanthropy more effective. She has worked with family foundations and individual philanthropists across the country […]

Casey C. Clark

Director of Sustainable & Impact Investing, Managing Director

Glenmede

Casey C. Clark, CFA, is Director of Sustainable & Impact Investing. He is responsible for providing strategic oversight of Glenmede’s Impact Investing efforts, aligning portfolios with environmental and social goals […]

Chris Fowle

PRI

Chris joined the PRI in October 2016. He oversees outreach and signatory relations for PRI in North and South America, serving as the Head of the Americas. Chris previously served […]

Christina Alfonso-Ercan

CEO

Madeira Global

Christina Alfonso-Ercan is the Chief Executive Officer of Madeira Global. Since its inception, Alfonso-Ercan has set the framework for the organization’s overall vision and strategy and, together with the Madeira leadership […]

Claudia Iannazzo

Managing Partner and co-founder

AlphaPrime Ventures

Claudia Iannazzo is a managing partner and co-founder of AlphaPrime Ventures, a New York based venture capital firm investing in technologies that manage and protect people and assets. Claudia has […]

Drew Schechtman

ESG Investment Leader

Voya Investment Management

Drew Schechtman is the environmental, social and governance (ESG) investment leader for Voya Investment Management. Drew is responsible for the firm’s ESG investment program including the integration of ESG investment […]

Ed Morrow

Director of Family Wealth Consulting

Key Private Bank

Ed Morrow is a Director in Key’s Family Wealth Consulting Team which consists of tax attorneys and investment professionals who work with high net worth clients and business owners, helping […]

Erin Bigley

Senior Portfolio Manager - Fixed Income

Alliance Bernstein

Erin Bigley is a Senior Portfolio Manager for the Fixed Income team and is a member of the firm’s Responsible Investment Committee, as well as the Municipal Impact Investment Policy […]

Gareth Davies

Head of Responsible Investment Solutions

Columbia Threadneedle Asset Management

Gareth is responsible for the commercial distribution strategy for the firm’s Global Responsible Investment business.  He is also a founding Trustee Director of the Columbia Threadneedle Foundation, which aims to […]

J. J. Harwayne Leitner

Counsel

Davis Wright Tremaine

J.J. Harwayne Leitner, counsel in Davis Wright Tremaine’s New York office, has a multi-disciplinary practice representing tax-exempt organizations, including private foundations, operating foundations, public charities, supporting and “friends of” organizations, […]

John LaFleur

Director

Strategic Philanthropy

John LaFleur is a Director at Strategic Philanthropy, Ltd., a Chicago-based global philanthropic advisory firm. He is responsible for both direct client services and outreach to the advisor community. John […]

Josh Cohen

Managing Partner and Co-founder

City Light Capital

Josh Cohen is the Managing Partner and Co-founder of City Light Capital. He is also the Chief Investment Officer for Tyden Ventures, a single family office based in Grand Rapids, […]

Josh Mailman

Founder and Managing Director

Serious Change L.P.

Josh Mailman is Founder and Managing Director of Serious Change L.P., a $100M sole L.P. impact investment vehicle started in 2006. He serves on the board of the following non-profits: […]

Julie Shafer

Head of Strategic Philanthropy & Purpose Investing

Family Wealth Advisors Bank of the West, BNP Paribas Group

Julie Shafer is Head of Strategic Philanthropy andPurpose Investments for Family Wealth Advisors, the ultra high net worth division of Bank of the West Wealth Management. She helps personalize giving […]

Liz Luckett

Managing Partner

The Social Entrepreneurs’ Fund (TSEF)

Liz Luckett is the lead Portfolio Manager and Managing Director for TSEF. She has an extensive background in technology, data, market research and philanthropy. Before joining TSEF, Liz was Director […]

Matt Greenfield

Managing Partner

Rethink Education

Matt Greenfield is Managing Partner of Rethink Education, a venture capital firm focused on educational technology. He currently serves on the boards of BrightBytes, Allovue, and Care Academy. His non-profit […]

Meg Sullivan

Vice President, Structured Assets & Alternatives

Voya Investment Management

Meg Sullivan is a vice president for Voya Investment Management, part of the structured assets & alternatives team responsible for product management and investor relations for hedge funds, closed end […]

Ned Dane

Senior Vice President, Head of Private Client Group

Oppenheimer Funds

Ned Dane is senior vice president and head of OppenheimerFunds’ private client group. He joined the firm in 2014 and is leading the effort to expand and strengthen the channel’s […]

Randy Kaufman

Senior Vice President

EMM

Randy Kaufman is a Senior Vice President, focusing on EMM’s strategic growth as well as client relationship management. Randy’s expertise includes estate and income tax planning, pre-deal planning, multi-generational issues, […]

Raúl Pomares

Founder

Sonen Capital LLC

Raúl Pomares is the Founder of Sonen Capital LLC, where he operates across the firm’s overall business activities, while focusing on client management, business development and industry leadership. Prior to […]

Richard Zimmerman

Advisor

WE Family Offices

Richard Zimmerman is an Advisor at WE Family Offices, where he works with client families to provide advice and oversight regarding all of their financial needs.  Richard also has a […]

Susan Winer

Co-founder and Chief Operating Officer

Strategic Philanthropy

Susan is the Co-founder and Chief Operating Officer of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies […]

Tom Riggs

Partner, Director Financial Services Tax

PKF O’Connor Davies, LLP, Financial Services

Tom Riggs is a Tax Partner and the Managing Director of the Firm’s Financial Services tax group.  He plays a large role in the Firm’s Family Office and International Tax […]


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