Impact Investing

Driving Social Purpose Through Measurable Investment Returns

SEPTEMBER 17, 2019
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
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:
Michiel De Smet, Finance Program Lead, Ellen MacArthur Foundation (unconfirmed)
Mike Muldoon, Associate Director, Innovative Finance, The Rockefeller Foundation
Ardyth Neill, President, Heifer Foundation
Wellington Pak, MPP, Head of Strategy, FHI 360, President, FHI Ventures
9:30-9:35 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
9:35-10:05 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
Diana Turoff, President & CEO, Finance Fund and Finance Fund Capital Corporation
10:05-10:45 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)
Samira Salman, Heathside Ventures (Single Family Office)
Liesel Pritzker Simmons, Founder, Blue Haven Initiative (SFO)
10:45-11:00 Networking Break
11:00-11:30 Panel Session
Renewable Energy Investing: Making Profits Through the Energy Transition
Moderator:

Panelists:
Bryan R. Lawrence, Member, Yorktown Partners, LLC
11:30-11:45 Topic Introduction
Electric Cars: The Impact of Changing Societal Values on the Auto Industry
Presenter:

Chad Hagen, Chairman & Group CEO, Hagen Capital Group (SFO)
11:45-12:15 PM Empowerment 2008
Tesla: 2008, Government Intervention and Its Impact on the Auto Industry
Interviewer:

Christopher P. Skroupa, Founder & CEO, Skytop Strategies
Interviewee:
David Yeh, Managing Partner, Capitol Hill and Former White House Senior Advisor
12:15-12:45 Empowerment 2019
The Driverless Car: Disruption of the Insurance Industry, Transportation Services and Workforce
Interviewer:

Christopher P. Skroupa, Founder & CEO, Skytop Strategies
Interviewee:
Jeremy McCool, Founder and Chief Executive Officer, HEVO Inc.
12:45-1:00 Networking Luncheon
1:10-1:40 Presentation
Informed ESG: The Role of Non-Traditional Data Sources
Presenter:

Bill Davis, Managing Director, Stance Capital
1:40-2:10 Panel Presentation
Topic: TBA
Moderator:

Cynthia Plouché, Independent Board Trustee, Northern Funds/Northern Institutional Funds, Northern Trust Corporation
Panelists:
Jack Tackacs, Executive Managing Direcotor, Monet Alternative Asset Managment, LLC
2:10-2:30 Presentation
Investing in Poor Women in the Least Developed Countries: How to Fill the Financing Gap for Female Entreprenuers
Presenter:

Esther Pan Sloane, Head of Partnerships, Policy & Communications, United Nations Capital Development Fund
2:30-3:00 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
3:00-3:30 Interview
Reproductive Rights and Gender Equality: Are They Inextricably Coterminous?
Interviewer:

Interviewee:
Matthew W. Patsky, CFA, CEO & Portfolio Manager, Trillium Asset Management
Julie Goodridge, Founder & CEO, NorthStar Asset Mangement
3:30-4:00 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:
Greg Ratliff, Vice President, Rockefeller Philanthropy Advisors
Will Relle, Responsible Investment Consultant Associate, Mercer
4:00-4:15 Networking Break
4:15-4:45 Private Equity Panel Discussion
Growing Impact Companies: New Generation Initiatives and the Next Wave of IPOs
Moderator:

Panelists:
Bill Brandt, Director Strategic Integration, ASU LightWorks
Peter Lupoff, Principal, Lupoff Family Office & CEO, Net Impact
Sean Petersen, Venture Capital, International Finance Corporation
4:45-5:15 Closing Keynote
TBA
5:15 Closing Remarks
5:20 Networking Reception

Click Here to view last year’s agenda.

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