Confluence Philanthropy's Advisors Forum | Confluence Philanthropy | 19 June 2018 | Thomson Reuters, 3 Times Square, New York, NY 10036, USA

Taking Impact Investing to Scale
Confluence Philanthropy's Advisors Forum will convene investment professionals—Confluence members and colleagues—to think collaboratively around how to scale the industry. Content will focus on sharing and comparing leading approaches to market-rate impact investment strategies most popular with clients this year.

The Forum is also designed to foster better communication and understanding between advisors and their clients to accelerate the flow of capital into the industry. Our goal is to build community, foster professional connections, and share opportunities and insights to increase the scale and influence of impact investing.

Who Should Attend
We welcome the participation of endowment fiduciaries, experienced asset managers, investment advisors and consultants. The Forum is not designed for companies or non-profits seeking investment. Please note that due to limited space, Confluence members will receive priority access.

All Confluence members are welcome to attend and do not need to complete an application to register. Note that there is no limit to the number of staff your firm may send. All team members should use your firm's unique member code to complete your registration.

Confluence Philanthropy is not a funding organization, nor do we channel philanthropic capital directly to discreet individuals, investment opportunities or funds. The Advisors Forum is intended to serve as a private space for foundation leaders and advisors to meet and strategize about how best to align investment assets with values. In order to retain the integrity of this convening we must maintain a strict policy of non-solicitation during and after the event. We ask that advisors and grant seekers not solicit asset owners in attendance unless invited. Those who violate this policy will not be invited to participate in future meetings. Thank you for your support in protecting the intent of the Advisors Forum.

2018 Speakers
Geeta Aiyer
President & Founder, Boston Common Asset Management

Renée Beaumont
Partner, Generation Investment Management

Dana K. Bezerra
President, Heron Foundation

Suzanne Biegel
Founder, Catalyst at Large

Ron Cordes
Co-Founder, Cordes Foundation

Gil Crawford
Chief Executive Officer, MicroVest Capital Management

Daryn Dodson
Managing Partner, Illumen Capital

Scott Jacobs
CEO, Generate Capital

Geoffrey Eisenberg
Principal, The Ecosystem Integrity Fund

Temple Fennel
Board member, Keller Enterprises

Bruce Kahn
Trustee, Robert & Patricia Switzer Foundation

Danny Kennedy
Managing Director, California Clean Energy Fund (CalCEF)

Peter Knight
Retired Partner, Generation Investment Management

Dana Lanza
CEO, Confluence Philanthropy

Max Messervy
Senior Associate - Responsible Investment, Mercer

Liz Michaels
Chief of Staff and Director of ESG/SRI, Aperio Group

Gina McCarthy
Operating Advisor, Pegasus Capital Advisors &
 Former Administrator of the U.S. Environmental Protection Agency

Liesel Pritzker Simmons
Co-Founder & Principal, Blue Haven Initiative

Jennifer Pryce
President and CEO, Calvert Impact Capital

Jason Scott
Co-Managing Partner, Encourage Capital

Shuaib Siddiqui
Director of Impact Investing, Surdna Foundation

Fred Swaniker
Founder, African Leadership Group

Sandra Urie
Chairman Emeritus, Cambridge Associates

2018 Sponsors

COLLABORATING SPONSORS:
• Thomson Reuters
• IEN Intentional Endowments Network

MEDIA:
• Impact Alpha

CONVENING PARTNERS:
• Associated Grant Makers
• Biodiversity Funders Group
• Conveners.org
• Intentional Endowments Network
• Interfaith Center on Corporate Responsibility (ICCR)
• Justice Funders
• Neighborhood Funders Group
• Opportunity Finance Network
• Toniic
• Philanthropy New York
• United Philanthropy Forum
• Washington Regional Association of Grantmakers