Impact Investing

Driving Social Purpose Through Measurable Investment Returns

SEPTEMBER 17, 2019
STATE ROOM
60 STATE STREET
BOSTON, MA

AGENDA

The Skytop Strategies team is dedicated to crafting thought provoking
agendas that are diverse, not only in areas of thought and experience,
but in the broad range of attending speakers.

Time Description
8:00-8:40 AM Registration & Networking Breakfast
8:40-8:45 Welcome Remarks
8:45-9:30 Opening Panel
Lost in Translation: Big Capital and Philanthropy in Impact Strategies
Moderator:
Eric Maltzer, Adjunct Professor, Middlebury College and Director, Medora Ventures
Panelists:
Michael Muldoon, Associate Director, Innovative Finance, The Rockefeller Foundation
Ardyth Neill, President, Heifer Foundation
Wellington Pak, MPP, Head of Strategy, FHI 360, President, FHI Ventures
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co.
Kate Shattuck, Co-Leader, Impact Investing, Korn Ferry
9:30-9:35 Executive Briefing
Talent: The Most Important Asset Class
Presenter:

Kate Shattuck, Senior Client Partner, Global Financial Services & Co-Leader Impact Investing
9:35-9:40 Topic Briefing
Highlights: The Role of the Public Sector in Market Development
Presenter:

Larry Beeferman, Director, the Pensions and Capital Stewardship Project, Fellow at the Labor and Worklife Program, Harvard Law School
9:40-10:10 Panel Discussion
The Role of Government in Seeding Attractive Markets for Institutional Investors: A Reframe of Public Private Partnerships
Moderator:

Larry Beeferman, Director, the Pensions and Capital Stewardship Project, Fellow at the Labor and Worklife Program, Harvard Law School
Panelists:
Marty Clemons, President, North Carolina Industrial Hemp Association
John Didiuk, Esq., Director, International Project Finance, Overseas Private Investment Corporation
Timothy Prewitt, Former CEO, International Development Enterprises
Diana Turoff, President & CEO, Finance Fund and Finance Fund Capital Corporation
10:10-10:20

 

Presentation
Attracting Big Capital: Is Impact Possible within Listed Equities?
Presenter:  
Kathryn Mohan McDonald, Head of Sustainable Investing, Axa Rosenberg Investment Management
10:20-10:50 Panel Discussion
The Investor’s Deal Book: An Analysis of Market Rate Strategy and Performance
Moderator:

Alexander Golding, President, Lawrence Golding Foundation
Panelists:
Josh Roach, CIO, Lloyd Capital Partners (SFO)
Elise Bernal, Family Member, Bernal Family
Liesel Pritzker Simmons, Founder, Blue Haven Initiative (SFO)
10:50-11:05 Networking Break
11:05-11:10 Executive Briefing
The Debate on Definition:  What is and is Not Impact Investing
Presenter:

Tony Arnerich, Founder of top quartile VC, 3×5 Partners, and Arnerich Massena
11:10-11:40 Panel Session
Renewable Energy Investing: Making Profits Through the Energy Transition
Moderator:
Bill Brandt, Director Strategic Integration, ASU LightWorks
Panelists:
Mark S. Brownstein, Senior Vice President – Energy, Environmental Defense Fund
Reid Capalino, Principal, Aligned Climate Capital
John Chaimanis, Managing Director, Kendall Sustainable Infrastructure
Bryan R. Lawrence, Member, Yorktown Partners, LLC
11:40-12:25
PM
Panel Presentation
Innovations in Healthcare: Impact through Health Sciences
Moderator:

Cynthia Plouché, Independent Board Trustee, Northern Funds/Northern Institutional Funds, Northern Trust Corporation
Panelists:
R. Rox Anderson, M.D Professor of Dermatology, Harvard Medical School & Director of Wellman Center for Photomedicine, Massachusetts General Hospital
Lynn A Drake M.D., Director of Business Development, The Wellman Center
Evan Greenfield, ESG Investments and Acquisition, S&P Global (unconfirmed)
Jack Takacs, Executive Managing Director, Monet Alternative Asset Management, LLC
12:25-1:25 Networking Luncheon
1:25-1:35 Topic Introduction
Electric Cars: The Impact of Changing Societal Values on the Auto Industry
Presenter:

Chad Hagen, Chairman & Group CEO, Hagen Capital Group (SFO)
1:35-1:55 Empowerment 2008
The Auto Industry 2008: Government as an Impact Investor
Interviewer:

Christopher P. Skroupa, Founder & CEO, Skytop Strategies
Interviewee:
Ali A. Zaidi, Counsel, Kirland Ellis LLP
1:55-2:10 Presentation
Informed ESG: The Role of Non-Traditional Data Sources
Presenter:

Bill Davis, Managing Director, Stance Capital
2:10-2:25 Presentation
ESG Diligence: Impact Investing in Manager Selection
Presenter:

Westley Chapman, Founder & CEO, AlphaPipe
2:25-2:40 Networking Break
2:40-3:00 Presentation
Investing in Poor Women in the Least Developed Countries: How to Fill the Financing Gap for Female Entrepreneurs
Presenter:

Esther Pan Sloane, Head of Partnerships, Policy & Communications, United Nations Capital Development Fund
3:00-3:30 Interview
The Gender Lens: A Look at Investment Models Across the Continuum of Markets
Interviewer:

Jo Lynne Whiting, Chair, Boardbound, Women’s Leadership Foundation & former corporate executive
Interviewees:
Danielle Holly, CEO, Common Impact
Leigh Moran, Director Strategy and Communications, Calvert Impact Capital
3:30-4:00 Discussion
Reproductive Rights and Gender Equality: Are They Inextricably Coterminous?
Discussants:
Shelley Alpern, Director of Corporate Engagement, Rhia Ventures
Laura Nixon, Program Officer, The Educational Foundation of America
Susan Baker, Vice President, Trillium Asset Management
Julie Goodridge, Founder & CEO, NorthStar Asset Mangement
4:00-4:30 Institutional Investor Panel
Trip Wires: A Practical Discussion on How to Best Present the Impact Opportunity
Moderator:

Tim Smith, Director of ESG Shareowner Engagement, Walden Asset Management
Panelists:
Paul Klein, Founder & CEO, Impakt Labs
Greg Ratliff, Vice President, Rockefeller Philanthropy Advisors
Will Relle, Responsible Investment Consultant Associate, Mercer
Herb Blank, Senior Consultant, Global Finesse LLC
4:30-5:00 Private Equity Panel Discussion
Growing Impact Companies: New Generation Initiatives and the Next Wave of IPOs
Moderator:
Ethan Powell, Founder, Impact Shares
Panelists:
Bill Brandt, Director Strategic Integration, ASU LightWorks
Spring Hollis, Founder & Managing Partner, Star Strong Capital
Peter Lupoff, Principal, Lupoff Family Office & CEO, Net Impact
Sean Petersen, Venture Capital, International Finance Corporation
5:00-5:20 Closing Keynote
Reimaging Big Capital:  An Institutional Investor’s View from Rhode Island
Presenter:
Kelly Rogers, Deputy Treasurer, Office of Rhode Island General Treasurer Seth M. Magaziner
5:20 Closing Remarks
5:25 Networking Reception

Click Here to view last year’s agenda.

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

TITLE SPONSOR

PROGRAM SPONSORS

NETWORKING PARTNERS