Palm Beach County Convention Center
Palm Beach County Convention Center, 650 Okeechobee Blvd, West Palm Beach, FL 33401, USA

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Event Date Sun Mar 31 -04 - Wed Apr 3 -04 (over 2 years ago)
In your timezone (EST): Sun Mar 31 8:00am - Wed Apr 3 5:00pm
Location Palm Beach County Convention Center
650 Okeechobee Blvd, West Palm Beach, FL 33401, USA
Region Americas

Opal Group is happy to announce its 4th annual Impact Investing Forum. Impact investing is an approach that seeks to create positive social and environmental impact alongside a financial return. Today, we see an increase in companies proving that mission-driven and communication based strategy, can attract value based workforce, investor base, and like-minded consumer. Impact investing strategies are also proving to be able to generate returns in line to their traditional counterparts. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millennials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millennials. The Impact Investing 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, 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
• 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


2019 Speakers


Mark Poncy
President and Co-Founder, Financial Integrity Network (FIN)

Neera Tanden
President, Center for American Progress

Caryl Stern
President & Chief Executive Officer, UNICEF

Lily S. Trager
Executive Director and Director of Investing with Impact, Morgan Stanle


DeAnn O’Donovan
President, Chief Executive Officer and Director, AHP Servicing, LLC

Charles D. Hammerman
Co-Founder, President and Chief Executive Officer, Disability Opportunity Fund

Karim Giscombe
Founder& Chief Executive Officer, Plant

Steve Stelmach
Managing Director & Director of Equity Research, EJF Capital LLC

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

David Shantz
Director, Advisor Relations, Calvert Impact Capital

Daniel Hughes
Partner/Co-Founder, Lohas Advisors

Rosemary Sagar
Chief Investment Officer, Kingdon Foundation

Richard Zimmerman
Advisor, WE Family Offices

Carol Schleif
Deputy Chief Investment Officer, Abbot Downing

Philip Carey
Trustee/Managing Partner, The Sapelo Foundation/Lloyd Crescendo Advisors LLC

Don Shannon
Director, StepStone Group

Andrew Siwo
Investment Director, Head of Mission Related Investments, Colonial Consulting

Chris Moakley
Co-Founder & Managing Partner, Excelsior Energy Capital

Driscoll R. Ugarte
Partner, Duane Morris LLP

Carol Pepper
Chief Executive Officer & Founder, Pepper International LLC

Silvio Casco
City of Miami Board of the Mayors International Council, City of Miami

Craig Robbins
Director of Investments, Childrens Hospital of Minnesota

Wendy Walker
Managing Director and an Outsourced Chief Investment Officer, Cambridge Associates, LLC

Christine Mendonça
Founder and Managing Director, Shore to Shore Advisory

Josh Roach
Managing Partner and Family Principal, Lloyd Capital Partners

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

Jennifer Kenning
Chief Executive Officer & Co-Founder, Align Impact

Richard Edwards
Managing Director, Third Sector Capital Partners, Inc.

Bri Trypuc
Chief Executive Officer, Partner, Trypuc Philanthropic Office

Julapa Jagtiani
Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Sandra Osborne
Director of Investments, ImpactAssets

Joshua Gotbaum
Guest Scholar, Economic Studies, The Brookings Institution

Hugh Brown
Senior Manager, Investor Engagement on Water, Ceres

Cian Desmond
Assistant Vice President, Wilshire Alternatives Research, Wilshire Associates Incorporated

Carolyn Kim Allwin
Managing Director, Elysian Advisers

Sindhu Lakshmanan
Senior Investment Associate, Living Cities

Lara Driscoe
Managing Director, OPIC

Esther Pan Sloane
Head of the Partnerships, Policy and Communications, UNC

Biff Pusey
Senior Wealth Advisor & Portfolio Manager, Keel Point

Dennis Hammond
Senior Advisor, Sunpointe Investments

Abigail Laufer
Chief Executive Officer, Ferguson Family Office

Lina Constantinovici
Professor, MBA Entrepreneurship and Innovation, Presidio Graduate School

Craig Metrick, CAIA
Director of Manager Due Diligence and Thematic Research, Cornerstone Capital Group

Chuck Stetson
Chief Executive Officer, Stetson Family Office

Nathan McDonald
Managing Partner and Chief Executive Officer, Keiretsu Capital

Mark Poncy
President and Co-Founder, Financial Integrity Network

Tami Kesselman
Founder & Chief Strategist, Aligned Investing Global

Shanah Trevenna
Chief Executive Officer, Smart Sustainability Consulting Inc

Anna Oganesyan
Head of Business Development, Flat World Partners

Peter Lupoff
Principal, Lupoff Friends and Family Interests

Laura Cooper
Operations Officer, Cooper Family Office

Dr. Alexandra Cook, CPA, CGMA, CFF, AAIA
Senior Consultant, Tamarind Partners, Inc.

Glen Macdonald
Managing Director, Bronfman Rothschild

Ilana Landsberg-Lewis
Executive Director, Stephen Lewis Foundation

William W. Towns, Ph.D.
Executive Director, Benefit Chicago

Iva Kaufman
Founder, Iva Kaufman Associates

Dien Yuen
Managing Director, Evercore Wealth Management, LLC

Stephanie Gripne
Founder and Executive Director, Impact Finance Center

Shawn Castellanos,
ational Senior Vice President, Mission Advancement, The American Heart Association

Caren Croland Yanis
Principal, Croland Consulting

Richard Marker
Co-Principal, Wise Philanthropy; Faculty Co-Director, University of Pennsylvania Center for High Impact Philanthropy

Anne Ferola
Director, The Frank & Vera Ferola Foundation

Dana Lanza
Chief Executive Officer, Confluence Philanthropy

Frances Tuite
Portfolio Manager, Fairpointe Capital LLC

Sponsors & Partners

2019 Sponsors & Partners

• The Disability Opportunity Fund
• Excelsior Enegry Capital

• AHPServicing
• DuanMorris
• EJF Investments
• Fairpointe Capital
• Keiretsu Capital
• The Wilkinson Family of Companies

• Keiretsu Capital

• Social Venture Circle
• Portfolios With Purpose

• Alpha Journal
• Asia CEO Community
• BarclayHedge
• CAIA Association
• CaproAsia
• CrowdReviews
• Fore Magazine
• Financial Poise
• Hedge Fund Alert
• ImpactAlpha
• IntegriData
• Investor's Business Daily
• Preqin
• Private Banking
• Savvy Investor
• SmartMoneyMatch
• TalkMarkets