ESG & Impact Investing Forum 2023 | Opal Group | 26 March 2023 | Hilton West Palm Beach, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA

It is an approach that seeks to create positive social and environmental impact alongside a financial return.

Today, we see an increase in companies increasing their mission-driven and communication along ESG principles, to attract a values based workforce, investor base, and like-minded consumer. Impact investing strategies are proving to be able to generate returns in line to their traditional counterparts. Over the next three decades, it is estimated that over $68+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are finding more companies aligning their beliefs, operation, and communication strategies with that of the Millennials & Gen X.

This forum will look at many of the asset classes that encompass this space. We invite you to join us and meet top influencers, experienced investors, money managers, and service providers that are leading the charge in this ever growing space. Themes of defining impact investing, portfolio construction, asset class opportunities, comparing ESG vs Impact trends and the role of the investor are just a few of the stimulating topics to be covered at this event.

Who Should Attend:

• Endowments
• Foundations
• Family offices
• Plan sponsors
• Non-discretionary consultants
• Philanthropic advisors
• Shareholder Activists
• ESG /SRI Fund Managers
• Private Equity Managers
• Venture Capital Managers
• Fixed Income Managers
• Equity Managers
• Real Asset Managers
• Real Estate Managers
• Healthcare Fund Managers
• Angel Investors
• Entrepreneurs
• International Investors
• Law Firms
• Accounting Firms
• Government Agencies

2023 Speakers

SPEAKERS:

Mike Tyson
Former Heavyweight Champion of the World, Investor, Actor, Tyson Transformational Technologies Academy, AZ

Dr. Oz
9X Emmy Award, co-founder of Sharecare.com, 8X NY Times Best Selling Author, Professor Emeritus of NY Presbyterian-Columbia Medical Center

Daniel Puder
MMA Champion, TEDx, Founder of My Life/My Power and CEO/Founder of Transformational Technologies Academy

PRESENTERS:

Tami Kesselman
Impact Strategist & Executive Coach, Next Gen Success LLC

Douglas Young
Managing Director of Business Development, MicroVest Capital Management

MODERATORS:

James Rosebush
Chief Executive Officer, Intersection Impact Fund/The Wealth and Family Office Management Group

Iva Kaufman
Founder, Iva Kaufman Associates

Thomas Haug
Chief Executive Officer, Managing Member, Aspen Tree Advisory

Joe McIntosh
Director, McIntosh Management LLC

Laurie Lane-Zucker
Founder & Chief Executive Officer, Impact Entrepreneur, LLC

Daniel Hughes
Founder/Co-Creator of Athletes Influence, Partner, LOHAS Advisors

Guy Pinkman
Trustee, Pension Benefit Guaranty Corporation, Lincoln Fire & Police Retirement System

Abigail Laufer
Chief Executive Officer, Ferguson Family Office (SFO)

Dr. Alexandra Cook
CPA, CGMA, CFF, FAIA, Managing Member, Sunburst Ventures Florida (SFO)

Kamil Homsi
Founder & Chief Executive Officer, GRC Investment Group (Dubai) (SFO)

Richard Marker
Co-Director, UPenn High Impact Funder Academy, Founder, Institute for Wise Philanthropy

PANELISTS:

Mona Naqvi
Global Head of Sustainable Capital Markets, S&P Global

Rebecca E. Lilly
Financial Advisor, Morgan Stanley Wealth Management

Dail St. Claire
President & Sr. Advisor, St. Claire Consultants, LLC

Emily Winslow
Associate Director, Pathstone

Chadd Evans CFA
CAIA, CEO, Overlay Capital

Ryan Carroll
VP People, CleanFiber

Jose A. Torres
Managing Partner, Monllor Capital Partners

Biff Pusey
Member, CrossGrain Family Investments

Chris Male
Co-Founder & Managing Director, Autism Impact Fund

Gabriel España
Managing Director, Iskali Capital Group

Diana Ayton-Shenker
CEO & Founder, Global Momenta / Leonardo, Int’l Society of Art, Science, and Technology

Vicki Benjamin
CEO, Karner Blue Capital

Teresa Guardans
Founding Partner, Oryx Impact

Katy Tian
Founder & CEO, Nextgen Leader Group, Executive Director, AltaCap (SFO)

Eric Dansky
Senior Investment Officer, Cooper Family Office (SFO)

Paula Schwarz
CEO, StartupBoat

Devean George
3X NBA Champion, 11-year career, CEO of George Group North Development, Founder of the Building Blocks and George Modular Innovation Solutions

Warrick Dunn
12 years NFL, 3X Pro Bowl, Founder of Homes for Holidays, CEO of WD Communities

Roy Jones Jr.
Boxing World Title Holder in 4X Weight Classes, Broadcaster, Entrepreneur and Impact Investor in Pensacola, FL

Al Harrington
16-year NBA, Entrepreneur, Advocate, Leader in the Cannabis Industry, Founder of Viola Brands

Kevin McGovern
Chairman & Chief Executive Officer, McGovern Capital LLC (SFO)

Howard Cooper
Chief Executive Officer, Cooper Family Office (SFO)

Mary D'Souza
CIO, Misha Investments

Adi Divgi
President & Chief Investment Officer, EA GLOBAL LLC

William Beck
Senior Vice President, Wilshire Associates Incorporated

Shaheen Contractor
Research Analyst - Environmental, Social, Governance, Bloomberg Intelligence

Christina Juhasz
Chief Investment Officer, Women’s World Banking Asset Management

Richard Peterson
Head of ESG Enterprise Solution Strategy, FIS Global

Rosemary Sagar
Chief Investment Officer, Sagar Family Office

Mackinley Ross
Senior Analyst - Energy and Renewables, Cooper Family Office (SFO)

Shankar Swamy
CFO, EcoInvestors Capital

Jeff Davis
Forester / Land Consultant, Jeff Davis and Associates LLC

Art Bilger
CEO, WorkingNation

Candice Beaumont
Managing Director, L Investments (SFO)

Sarah Endline
Entrepreneur In Residence (EIR) and Executive Fellow, Harvard Business School

Stan Bronson
Director of Partnerships, Alliance for a Climate Resilient Earth (ACRE)

Tomie Peterson
Regenerative Economies Specialist, Intertribal Agriculture Council

Fiona Banister
Co-Founder, Investor, Decarbonized (SFO)

2023 Sponsors

GOLD SPONSOR:
• Microvest

SILVER SPONSORS:
• Autism Impact Fund
• CleanFiber
• EcoInvest
• FiS
• Karner Blue Capital
• MCP
• Overlay Capital

BRONZE SPONSOR:
• Justly