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
The Nexus for Exclusive Insight, Empowering Executives to Navigate Change