The next generation of private market opportunities

The Impact Investor Summit: North America is the leading conference to learn how investors are engaging in the transition to an environmentally sustainable and socially equitable world.

Ensure your capital generates the highest returns and impact. Hear from leaders on strategies, challenges and allocation approaches to impact investing so you are equipped to make informed decisions in this growing market.

2023 Speakers

What can you expect at the Impact Investor Summit?

Event content with value

The summit will explore investment opportunities across the impact market’s different thematic buckets, and how to build strategies that are measurable, scalable and deliver real-world outcomes.

Featuring sessions on impact benchmarking across the portfolio, institutional investors’ allocation priorities, investment opportunities in climate, water, circular economy, employee ownership, DE&I, emerging markets, and many more.

Build a valuable network

Connect with industry participants in all aspects of impact investment and benefit from our expansive global community. Network in-person at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts. Build lasting relationships and compare best practices with your peers.

Meet institutional investors

Hear from institutional investors who are looking to increase their exposure to impact funds.  Investors who attended in 2023 included APG Asset Management, CDPQ, Foundation for the Carolinas, Keller Family Office, Kirchner Impact Foundation, Manulife, QIC, United Nations, William Casper Graustein Memorial Fund, and many more.

Themes for 2023 included

  • Clearly delineating the difference between impact and ESG investing: understand how impact investing is evolving in the US and Canada, and its distinction with other forms of sustainable investing
  • Investor allocation priorities: what sectors, strategies and investment themes are resonating most with the growing pool of impact-orientated capital?
  • Impact & the Inflation Reduction Act: digesting the landscape of investment opportunities opened up for climate and environmental investing
  • Capitalism 2.0 and solutions to inequality: what are the innovations, models and impact funds that are meaningfully addressing inequality?
  • Future of fiduciary duty in US pensions: how can pension funds make more impact investments?
  • Deploying capital to address social issues: how is capital being deployed in tackling issues such as affordable housing and healthcare, sustainable communities and financial inclusion?
  • Impact washing and regulatory outlook: how can you best comply with regulations such as SFDR and the upcoming rules coming from the SEC?
  • The future of corporate investors in the impact market: understand why and how corporates are investing into impact funds
  • Next phase of diversity, equity, and inclusion investing: what investable models of change are taking DE&I investing to the next level?
  • Deep dives into emerging investment themes in circular economy, healthcare, employee ownership, climate investing, energy transition, food and Ag tech, water and beyond!

Testimonials from attendees

Operating Principles for Impact Management

Diane Damskey, Head of Secretariat

The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…

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SV Health Investors

Hannah Maunder, Investor Relations and Communications Associate

The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.

FSN Capital Partners

Pål Dale, Senior Director, Business Development

All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.

Institutional Investors at the Impact Summit 2023

 

The Impact Investor Summit provides a leading platform for leading institutional investors and allocators investing in impact in private markets to gather.

Investors at Impact Investor Summit 2023

The summit is the largest meeting place for institutional investors, and other members of the impact investor community in North America.

Check out the benefits of joining the conference and who among your peers you will be joining. 

View investor prospectus

What to expect at the summit?

Meet with the best and biggest impact funds globally

Network and arrange one-to-one meetings with leading impact managers

Get insight on the latest innovations and trends in impact investing

Take advantage of world-class speaking faculty to stay aligned with developments in the market

Find investment opportunities across the impact market’s thematic sub-asset classes

From climate, healthcare, social, education and many more

Networking with peers and other institutional investors

Build your network of peers, understand their strategies, challenges and allocation approach to impact

Previous impact allocators and investors that have attended include:

Who attends the summit?

Achmea Investment Management
AgriUT Foundation Limited
Aksia
Allianz Capital Partners
Allianz Investment Management
Alpha Associates
AlpInvest Partners
Anthos Fund and Asset Management
AP4
ARI Holding
Aviva Investors
Azalea Investment Management
AZR Capital
Barclays
Big Society Capital
British International Investment (BII)
CalSTRS
Cardano
Children's Investment Fund Foundation
Counselrock Partners
DEG
Derigo
Development Bank of Japan
EBRD
ENOWE
Erste Group
Esmee Fairbairn Foundation
European Bank for Reconstruction & Development (EBRD)
European Climate Foundation
European Investment Fund (EIF)
Finnfund
Guy's and St Thomas' Charity
Guys and St Thomas Foundation
Hamilton Lane
Hong Kong Monetary Authority
HSBC Global Banking and Markets
HSBC Insurance
IFC
Investcorp-Tages
J.P. Morgan Private Bank
JSW Group
Jubilee Capital
Julius Baer
Larchpoint Capital LLP
M&G Investments
Mallinckrodt Foundation
Marmot Charitable Trust
Massmutual
New Zealand Superannuation Fund
Nippon Life Global Investors Europe
Nippon Life Insurance Co
Ontario Teachers Pension Plan
Partners Capital
Peninsula House LLC
PGGM
Prima Ekuiti
Prime Advocates
Redington
RNIB Royal National Institute for the Blind
Shell Foundation
Small Foundation
Stepstone Group
Swix Family Office
Temasek
Temasek Trust Capital
The Rockefeller Foundation
Times 3 Capital
TLG Capital
Tsangs Group
Tufts University
Un Capital Development Fund
UNGSII
Universities Superannuation Scheme
Valéco Finance
Van Lanschot Kempen
Wimmer Financial LLP
YIELCO Investments

Impact Investor Global Summit

Our leading advisory board

Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

Andrew Lee

Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Roraj Pradhananga

Partner and Director of Impact Investment Research, Veris Wealth Partners

Liz Roberts

Head of Impact Investing – Investment Management, Massachusetts Mutual Life Insurance Company

Robert Schultz

Partner, Capricorn

Fran Seegull

President, U.S. Impact Investing Alliance

Laurie J Spengler

President and CEO, Courageous Capital Advisors

Chavon Sutton

Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

Bhavika Vyas

Managing Director, Stepstone

Download the 2023 agenda

For more information on the agenda, please contact Boris Petrovic.

boris.p@pei.group | +44 (0)204 548 4494

Day 1 Day 2
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Agenda

Day one - Tuesday 31st

Registration opens and networking breakfast
08:00 - 08:55

Networking breakfast

Plenary
08:55 - 09:00

Chair’s opening remarks

Jennifer Kenning

Chairperson:
Jennifer Kenning, CEO & Co-Founder, Align Impact

A speaker photo for Jennifer Kenning

Jennifer Kenning

CEO and Co-founder, Align Impact

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09:00 - 09:20

Keynote interview: The direct relationship between commercial growth and impact

Snehal Shah, John Ancona, Todd Cook
  • The industry has matured to the point where we are likely to see the first true wave of exits in the coming years – what are we expected to learn?
  • What is the ideal role of an impact investor throughout the lifecycle of a portfolio company partnership?
  • Are there enough mission-driven companies to befit growing competition among impact investors?
  • How are impact investors navigating competition for assets?

Moderator:
Snehal Shah, Senior Reporter, New Private Markets

Speakers:
John Ancona,
Head of Private Equity Due Diligence, J.P. Morgan Private Bank
Todd Cook, Managing Partner, Bain Capital Double Impact

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for John Ancona

John Ancona

Head of Private Equity Due Diligence, J.P. Morgan Private Bank

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A speaker photo for Todd  Cook

Todd Cook

Managing Partner, Bain Capital Double Impact

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09:20 - 10:00

State of the market: the evolution of impact investing in North America

Fran Seegull, Mark Berryman, Michael Eisenberg, Andrew Lee, Andrew Siwo
  • How has impact investing evolved since the term was formalized ~ 2006?
  • How have the sustainable development goals (SDGs) influenced the impact investing landscape?
  • What head winds and opportunities does impact investing face (e.g. Inflation Reduction Act)?
  • What are highlights and challenges across sectors?
  • What do asset owners expect from impact investors?

Moderator:
Fran Seegull, President, U.S. Impact Investing Alliance

Speaker:
Mark Berryman, Managing Director of Impact Investing, Caprock
Michael Eisenberg, Partner, ESG Services Lead, ERM
Andrew Lee, Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

A speaker photo for Fran  Seegull

Fran Seegull

President, U.S. Impact Investing Alliance

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A speaker photo for Mark Berryman

Mark Berryman

Managing Director of Impact Investing, Caprock

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A speaker photo for Michael Eisenberg

Michael Eisenberg

Partner, ESG Integration & Impact Investing Lead, ERM

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A speaker photo for Andrew Lee

Andrew Lee

Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

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A speaker photo for Andrew  Siwo

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

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10:00 - 10:45

Institutional investor panel: the role of impact in LP portfolios in the coming decade

Toby Mitchenall, François Crémet , Mark Hays, Jonathan Hirschtritt , Kent Insley, Jessica Pan
  • What are the allocation priorities of institutional investors?
  • What is the opportunity universe and how are allocators filtering their investing strategies?
  • Does the term ‘impact’ still connotate as ‘concessionary’ in LP minds?
  • What issues are getting funding, and which aren’t?

Moderator:
Toby Mitchenall, Editor, New Private Markets

Speakers:
François Crémet, Senior Director of Sustainable Investing, CDPQ
Mark Hays, Managing Director, Director of Sustainable and Impact Investing, Glenmede
Jonathan Hirschtritt,
Managing Director, Sustainability, GCM Grosvenor
Kent Insley, Managing Director, AlTi Tiedemann Global
Jessica Pan, Senior Portfolio Manager – Private Equity, APG Asset Management

A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, ESG & Sustainability​, New Private Markets, PEI Group

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A speaker photo for François Crémet

François Crémet

Senior Director, Sustainability, CDPQ

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A speaker photo for Mark Hays

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

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A speaker photo for Jonathan Hirschtritt

Jonathan Hirschtritt

Managing Director, Sustainability, GCM Grosvenor

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A speaker photo for Kent  Insley

Kent Insley

Head of Portfolio Construction, Wealth Management, AlTi Tiedemann Global

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A speaker photo for Jessica Pan

Jessica Pan

Senior Portfolio Manager, APG Asset Management

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Networking break
10:45 - 11:15

Networking break

Plenary
11:15 - 12:00

Climate investing & the Inflation Reduction Act (IRA): digesting the investment opportunity landscape

Anna Dayn, Régine Clément , Maria Kozloski, Dawn Powell , Robert Schultz
  • What is the scale of investment opportunity that is present because of the Inflation Reduction Act?
  • What investment opportunities has the IRA legislation enabled?
  • What verticals and types of assets are investors most looking to get exposure to?
  • Will there be copycat legislation in Europe to accelerate the decarbonisation and the clean energy transition?

Moderator:
Anna Dayn, Managing Partner, New End

Speakers:
Régine Clément,
President and Chief Executive Officer, CREO Syndicate
Maria Kozloski, Senior Vice President of Innovative Finance, The Rockefeller Foundation
Dawn Powell, Principal, Stepstone Group
Robert Schultz, Partner, Capricorn

A speaker photo for Anna Dayn

Anna Dayn

Managing Director, New End

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A speaker photo for Régine  Clément

Régine Clément

President and Chief Executive Officer, CREO Syndicate

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A speaker photo for Maria Kozloski

Maria Kozloski

Senior Vice President of Innovative Finance, The Rockefeller Foundation

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A speaker photo for Dawn Powell

Dawn Powell

Principal, StepStone

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A speaker photo for Robert  Schultz

Robert Schultz

Partner, Capricorn

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12:00 - 12:15

Inclusive growth trends and opportunities in private market

Greg Shell

Speakers:
Greg Shell, Head of Inclusive Growth Strategy, Goldman Sachs

A speaker photo for Greg  Shell

Greg Shell

Head of Inclusive Growth Strategy, Goldman Sachs

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12:15 - 13:00

The evolution of impact managers: specialisation, emerging themes and opportunities

Marieke Spence, Michael Hokenson , Jennifer Kenning , Salome Makharadze, Edward Powers
  • Have the generalists fallen out of favour, and are thematic funds the future of the market?
  • How and where are managers deploying capital in the current macroeconomic climate?
  • Which investment propositions are resonating most with impact allocators?
  • Where are managers looking to differentiate themselves?

Moderator:
Marieke Spence, Executive Director, Impact Capital Managers

Speakers:
Michael Hokenson,
Partner, Community Investment Management (CIM)
Jennifer Kenning,
CEO & Co-Founder, Align Impact
Salome Makharadze, Managing Director, Alternatives Capital Markets and Strategy Group, Goldman Sachs
Edward Powers, Managing Director, HarbourVest Partners

A speaker photo for Marieke Spence

Marieke Spence

Executive Director, Impact Capital Managers

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A speaker photo for Michael  Hokenson

Michael Hokenson

Partner, Community Investment Management (CIM)

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A speaker photo for Jennifer Kenning

Jennifer Kenning

CEO and Co-founder, Align Impact

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A speaker photo for Salome  Makharadze

Salome Makharadze

Managing Director, Alternatives Capital Markets and Strategy Group, Goldman Sachs

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A speaker photo for Edward Powers

Edward Powers

Managing Director, HarbourVest Partners

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Lunch
13:00 - 14:00

Lunch

After lunch the conference splits into four streams, the streamed sessions are designed for you to hear about the latest investment opportunities from best-in-theme managers and get detailed insights on innovations on the horizon.

Stream A
14:00 - 14:45

Emerging tech in climate investing: where is the smart capital being deployed?

Snehal Shah, Preeti Bhattacharji, Temple Fennell, Steve Hellman, Micah Kotch
  • What is the landscape of non-infra climate investments?
  • How are climate funds looking to differentiate themselves?
  • Is there a risk of price inflation for climate assets?
  • What technologies promises scalable impact when it comes to climate change mitigation?

Moderator:
Snehal Shah, Senior Reporter, New Private Markets

Speakers:
Preeti Bhattacharji,
Head of Sustainable Investing, US Private Bank, JPMorgan Chase & Co.
Temple Fennell, Principal Family Member, Keller Family Office
Steve Hellman, Managing Partner, Mobility Impact Partners
Micah Kotch, Partner, Blackhorn Ventures

A speaker photo for Snehal  Shah

Snehal Shah

Reporter, New Private Markets, PEI Group

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A speaker photo for Preeti  Bhattacharji

Preeti Bhattacharji

Head of Sustainable Investing, US Private Bank, JPMorgan Chase & Co.

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A speaker photo for Temple Fennell

Temple Fennell

Principal, Keller Family Office

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A speaker photo for Steve Hellman

Steve Hellman

Managing Partner, Mobility Impact Partners

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A speaker photo for Micah Kotch

Micah Kotch

Partner, Blackhorn Ventures

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14:45 - 14:50

Changeover break

14:50 - 15:35

Natural capital and nature-based solutions: believe the investment hype?

Toby Mitchenall, Thomas Belazis, Brandon Lewis, Megan Reilly Cayten
  • What types of asset are being investing in, within natural capital investment themes?
  • What are the fundamentals driving viability of natural capital as investments?
  • How are managers active in the market deploying their capital?
  • What are the environmental objectives and impact goals of nature funds?

Moderator:
Toby Mitchenall, Editor, New Private Markets

Speakers:
Thomas Belazis,
Director, The Rockefeller Foundation
Brandon Lewis, Director of Sustainability, Timberland & Agriculture, Manulife Investment Management
Megan Reilly Cayten, Senior Investment Manager, Climate Asset Management

A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, ESG & Sustainability​, New Private Markets, PEI Group

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A speaker photo for Thomas  Belazis

Thomas Belazis

Director of Innovative Finance, The Rockefeller Foundation

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A speaker photo for Brandon Lewis

Brandon Lewis

Director, Sustainability, Timberland, and Agriculture, Manulife Investment Management

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A speaker photo for Megan Reilly Cayten

Megan Reilly Cayten

Senior Investment Manager, Climate Asset Management

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15:35 - 16:05

Networking break

16:05 - 16:50

Impact opportunities in the energy transition and electrification

Diane Damskey, Melanie Fornes , Peter Fox-Penner, Matthew Lobach, Mike Reynolds, Jason Scott
  • Which aspect of the energy transition value chain is underfunded?
  • To what extent are funds in the market taking an impact lens to their investment strategy?
  • What is the scale of investment opportunity in clean energy revolution?
  • What investment opportunities has the Inflation Reduction Act created in the US?

Moderator:
Diane Damskey, Head of Secretariat, Operating Principles for Impact Management

Speakers:
Melanie Fornes,
Climate Change Investment Specialist, Glenmede
Peter Fox-Penner, Chief Impact Officer, Energy Impact Partners
Matthew Lobach, Partner, ERM
Mike Reynolds, Managing Director, Ultra Capital
Jason Scott, Entrepreneur In Residence, Spring Lane Capital

A speaker photo for Diane Damskey

Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

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A speaker photo for Melanie Fornes

Melanie Fornes

Climate Change Investment Specialist, Glenmede

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A speaker photo for Peter Fox-Penner

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

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A speaker photo for Matthew  Lobach

Matthew Lobach

Partner, Decarbonization, ERM

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A speaker photo for Mike Reynolds

Mike Reynolds

Managing Director, Ultra Capital

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A speaker photo for Jason Scott

Jason Scott

Entrepreneur In Residence, Spring Lane Capital

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16:50 - 16:55

Changeover break

16:55 - 17:30

Impact in food systems and sustainable agriculture

Charles Avery, Brad Jakeman, Alexandra Lunt, Genevieve Pinto
  • What tailwinds and headwinds are facing sustinable agriculture investors?
  • What are the most promising technologies being pioneered in food supply chains that can reduce emissions?
  • What are the fundamentals and disruptors driving commercial opportunities in agriculture?
  • What is the current status of investment in these sectors, and is enough capital being deployed?

Moderator:
Charles Avery, Reporter, New Private Markets

Speakers:
Brad Jakeman, Founding Managing Partner, Rethink Food
Alexandra Lunt, Principal, Armonia
Genevieve Pinto, Partner, Renewal Funds

A speaker photo for Charles Avery

Charles Avery

Reporter, New Private Markets

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A speaker photo for Brad Jakeman

Brad Jakeman

Founding Managing Partner, Rethink Food

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A speaker photo for Alexandra Lunt

Alexandra Lunt

Principal, Armonia

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A speaker photo for Genevieve Pinto

Genevieve Pinto

Partner, Renewal Funds

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Stream B
14:00 - 14:45

Scaling solutions to inequality: what models of change are taking off?

Charles Avery, David Lynn , Jack Moriarty, Philip Reeves, Delilah Rothenberg
  • What models provide the most promise in scaling impact on inequality?
  • How is the cost of living effecting the social impact landscape?
  • Is it possible to both provide above market returns and deliver genuine impact on the ground?
  • What are the prospects for social impact fundraising in a downturn?

Moderator:
Charles Avery, Reporter, New Private Markets

Speakers:
David Lynn,
Co-Founder & CEO, Mission Driven Finance
Jack Moriarty, Executive Director, Lafayette Square Foundation
Philip Reeves, Founding Partner, Apis & Heritage Capital Partners
Delilah Rothenberg, Co-Founder & Executive Director, The Predistribution Initiative

A speaker photo for Charles Avery

Charles Avery

Reporter, New Private Markets

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A speaker photo for David Lynn

David Lynn

Co-Founder & CEO, Mission Driven Finance

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A speaker photo for Jack Moriarty

Jack Moriarty

Executive Director, Lafayette Square Foundation

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A speaker photo for Philip Reeves

Philip Reeves

Founding Partner, Apis & Heritage Capital Partners

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A speaker photo for Delilah Rothenberg

Delilah Rothenberg

Co-Founding Partner and Executive Director, The Predistribution Initiative (PDI)

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14:45 - 14:50

Changeover break

14:50 - 15:35

Healthcare impact: an overview of leading investments

Cassidy Leventhal, Andrea Biernat , Gabrielle Rubenstein, Lucas de Breed, PhD MBA
  • Are healthcare investments impact-by-default?
  • How are LPs looking for healthcare exposure?
  • What are the investment stories that exemplify impact funds in the healthcare space?
  • How are impact measurement practice in the healthcare context?

Moderator:
Cassidy Leventhal, Principal, Achieve Partners

Speakers:
Andrea Biernat,
Principal, Impact Investing, Apollo Global Management
Lucas De Breed, Director, American Cancer Society’s BrightEdge Fund
Gabrielle Rubenstein,
Co-Founder & Managing Partner, Manna Tree Partners

A speaker photo for Cassidy  Leventhal

Cassidy Leventhal

Principal, Achieve Partners

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A speaker photo for Andrea Biernat

Andrea Biernat

Principal, Impact Investing, Apollo Global Management

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A speaker photo for Gabrielle Rubenstein

Gabrielle Rubenstein

Co-Founder and Chief Executive Officer, Manna Tree Partners

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A speaker photo for Lucas  de Breed, PhD MBA

Lucas de Breed, PhD MBA

Director, Investments, BrightEdge

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15:35 - 16:05

Networking break

16:05 - 16:50

Next phase of DE&I: what investable models of change are taking DE&I investing to the next level?

Nate Wong, Roraj Pradhananga, Sheena Strawter-Anthony , Katie Wu
  • How are DEI funds deploying their capital?
  • What is the overlap between DE&I investing and impact investing?
  • What are the most notable innovations with funds that are taking a DE&I-lens to their investment approach?
  • How are DEI&I fund measuring their impact, and what does progress entail?

Moderator:
Nate Wong, Partner, The Bridgespan Group

Speakers:
Roraj Pradhananga, Partner, Managing Director of Research, Veris Wealth Partners
Sheena Strawter-Anthony, Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund
Katie Wu, Associate Director, Sustainable Investing, Private Markets, Manulife Investment Management

A speaker photo for Nate Wong

Nate Wong

Partner, The Bridgespan Group

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A speaker photo for Roraj Pradhananga

Roraj Pradhananga

Partner and Director of Impact Investment Research, Veris Wealth Partners

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A speaker photo for Sheena  Strawter-Anthony

Sheena Strawter-Anthony

Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund

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A speaker photo for Katie  Wu

Katie Wu

Associate Director, Sustainable Investing, Private Markets, Manulife Investment Management

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16:50 - 16:55

Changeover break

16:55 - 17:30

Circularity impact: investing for a circular economy

Mark Berryman, Katy Boettcher , Dani Chen , Tazia Smith, Danny Zouber
  • What is the return opportunity in circular economy?
  • What technologies are driving progress in materials recycling and reuse?
  • What the regulatory trends in sustainable consumption and waste?
  • Why are big corporates making substantial investments in circularity?
  • How can investors support, and access opportunities, in circular economy?

Moderator:
Mark Berryman, Managing Director of Impact Investing, Caprock

Speakers:
Katy Boettcher, Principal, Ara Partners
Dani Chen, Senior Manager, Impact Investments, Microsoft Climate Innovation Fund
Tazia Smith, Chief Operating Officer & Head of Capital Partnerships, Closed Loop Partners
Danny Zouber, Managing Director, North Sky Capital

A speaker photo for Mark Berryman

Mark Berryman

Managing Director of Impact Investing, Caprock

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A speaker photo for Katy Boettcher

Katy Boettcher

Principal, Ara Partners

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A speaker photo for Dani  Chen

Dani Chen

Senior Investment Manager, Climate Innovation Fund, Microsoft

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A speaker photo for Tazia Smith

Tazia Smith

Chief Operating Officer & Head of Capital Partnerships, Closed Loop Partners

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A speaker photo for Danny Zouber

Danny Zouber

Managing Director, North Sky Capital

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End of day one
17:30 - 18:30

Networking drinks

Agenda

Day two - Wednesday 1st

Registration opens and networking breakfast
07:30 - 08:30

Networking breakfast

LP working group session (closed door, invite only)
08:00 - 09:00

LP working group session (closed door, invite only)

Plenary
09:00 - 09:05

Chair's day 2 opening remarks

Chris Walker

Chairperson:
Chris Walker,
Senior Advisor, Sustainable Retirements, Intentional Endowments Network

A speaker photo for Chris Walker

Chris Walker

Senior Advisor, Sustainable Retirements, Intentional Endowments Network

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09:05 - 09:45

Built for impact: aligning intention, incentives and fund structures to deliver impact outcomes

Ali Humphrey , Kunle Apampa, Semiray Kasoolu, Chris Walker, Amy Wang
  • What are some of the best practices in executing a credible impact creation plan?
  • Are we seeing a link between greater impact and higher valuations of assets?
  • How are funds defining and implementing the intentionality principle in their strategy?
  • To what extent are incentives needed on the fund- and asset-levels?

Moderator:
Ali Humphrey, Managing Partner, Arna

Speakers:
Kunle Apampa,
Director and Head of Client Solutions & Partnerships, Capricorn Investment Group
Semiray Kasoolu
, Head of Impact Solutions, Y Analytics
Chris Walker
, Senior Advisor, Sustainable Retirements, Intentional Endowments Network
Amy Wang,
Head of Private Credit, Blue Earth Capital

A speaker photo for Ali Humphrey

Ali Humphrey

Managing Partner, Arna

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A speaker photo for Kunle  Apampa

Kunle Apampa

Head of Client Solutions, Capricorn Investment Group

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A speaker photo for Semiray Kasoolu

Semiray Kasoolu

Head of Impact Solutions, Y Analytics

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A speaker photo for Chris Walker

Chris Walker

Senior Advisor, Sustainable Retirements, Intentional Endowments Network

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A speaker photo for Amy Wang

Amy Wang

Managing Director, Head Credit Strategies, Blue Earth Capital

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09:45 - 10:30

Taking impact management to the next level: an overview of innovations and challenges

Anne Matusewicz, Diane Damskey, Christina Leijonhufvud, Jennifer Pryce, Chavon Sutton
  • How are managers addressing the need to balance reporting on impact vs delivering impact?
  • What strategies are managers using in quantifying and demonstrating impact?
  • What is the role of technology, AI and predictive analytics in impact measurement?

Moderator:
Anne Matusewicz, Co-Head of ESG & Impact Strategy, Cority

Speakers:
Diane Damskey, Head of Secretariat, Operating Principles for Impact Management
Christina Leijonhufvud, CEO, BlueMark
Jennifer Pryce, President and CEO, Calvert Impact
Chavon Sutton, Senior Investment Director, Sustainable & Impact Investing Research, Cambridge Associates

A speaker photo for Anne Matusewicz

Anne Matusewicz

Co-Head of ESG & Impact Strategy, Cority

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A speaker photo for Diane Damskey

Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

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A speaker photo for Christina Leijonhufvud

Christina Leijonhufvud

CEO, BlueMark & Co-Founder, Tideline

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A speaker photo for Jennifer Pryce

Jennifer Pryce

President and CEO, Calvert Impact

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A speaker photo for Chavon Sutton

Chavon Sutton

Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

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10:30 - 11:00

Evolving regulatory landscape in the US and beyond: implications for fund marketing and reporting

Daniel D'Ambrosio, Jennie Morawetz
  • What are the implications of the SEC’s rulings on impact funds?
  • How are US funds fundraising in Europe approaching alignment with SFDR?
  • How are funds classifying themselves and what does it mean in practice e.g. article 8 vs 9?
  • To what extent can regulation address impact washing in the market?

Speakers:
Daniel D’Ambrosio, Partner, Kirkland & Ellis
Jennie Morawetz, Partner, Kirkland & Ellis

A speaker photo for Daniel D'Ambrosio

Daniel D'Ambrosio

Partner – ESG & Impact, Kirkland & Ellis

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A speaker photo for Jennie Morawetz

Jennie Morawetz

Partner, ESG & Impact, Kirkland & Ellis LLP

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Networking break
11:00 - 11:30

Networking break

Plenary
11:30 - 11:45

Rising inequality: a global sustainability challenge that needs our attention

Brian Kernohan

Rising inequality presents a challenge for human rights globally while also limiting the potential for achieving the UN SDG’s. In this session our keynote speaker will explore:

  • How can private markets as a sector take action to address inequality?
  • How can portfolio businesses be prepared to disclose social risks and impacts?
  • What approaches can investors take to incorporate social factors into investing for social equity?

Speaker:
Brian J. Kernohan, Chief Sustainability Officer, Private Markets, Manulife Investment Management

A speaker photo for Brian Kernohan

Brian Kernohan

Chief Sustainability Officer, Private Markets, Manulife Investment Management

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11:45 - 12:30

Integrity in the impact market: how to ensure validity of impact claims?

Diane Kulju, Tynesia Boyea-Robinson, Mike McCreless , Priya Parrish , Brandon Zeigler
  • How much of an issue is ‘impact washing’ at present?
  • What is the role of assurance and verification at present in validating impact claims?
  • What frameworks and mechanisms are LPs using to assess the their impact manager to what they say?

Moderator:
Diane Kulju,
Associate Director of IMM & Research, Impact Capital Managers

Speakers:
Tynesia Boyea-Robinson,
President and CEO, CapEQ
Mike McCreless, Founder and Executive Director, Impact Frontiers
Priya Parrish, Partner and Chief Investment Officer, Impact Engine
Brandon Zeigler, Director of Impact Investments, Global Endowment Management

A speaker photo for Diane Kulju

Diane Kulju

Associate Director of IMM and Research, Impact Capital Managers

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A speaker photo for Tynesia  Boyea-Robinson

Tynesia Boyea-Robinson

President, and CEO, CapEQ

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A speaker photo for Mike McCreless

Mike McCreless

Founder and Executive Director, Impact Frontiers

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A speaker photo for Priya Parrish

Priya Parrish

Partner and Chief Investment Office, Impact Engine

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A speaker photo for Brandon  Zeigler

Brandon Zeigler

Director of Impact Investments, Global Endowment Management

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12:30 - 13:15

Impact standardisation: Progress in impact harmonisation and data operability

Abrielle Rosenthal, Deepa Chakrapani , Jessie Duncan, Megan Starr
  • Will impact measurements ever reach a financial reporting standard?
  • What frameworks are leading impact funds using to demonstrate impact and how comparable are these from an investor’s perspective?
  • How will data, metrics and reporting practice develop in the coming years?
  • Where is innovation still required on benchmarking?

Moderator:
Abrielle Rosenthal, Managing Director, Chief Sustainability Officer, TowerBrook Capital Partners

Speakers:
Deepa Chakrapani, Manager – Development Impact Reporting & Evaluation, International Finance Corporation
Jessie Duncan, Program Director, Tipping Point Fund on Impact Investing
Megan Starr, Global Head of Impact, Carlyle

A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Chief Sustainability Officer, TowerBrook

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A speaker photo for Deepa Chakrapani

Deepa Chakrapani

Manager -- Development Impact Reporting & Evaluation, International Finance Corporation

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A speaker photo for Jessie Duncan

Jessie Duncan

Lead Program Officer, Tipping Point Fund on Impact Investing

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A speaker photo for Megan 	 Starr

Megan Starr

Global Head of Impact, The Carlyle Group

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Networking lunch & end of conference
13:15 - 14:00

Networking lunch & end of conference

Network with the global impact investment industry

The summit will be in-person in New York. Join 350+ attendees from specialist impact fund managers, general asset managers and institutional investors for two days of networking at the must-attend event for impact investment professionals.

Download the attendee list

The in-person networking experience

Meet investors focused on impact investment

Network with active investors in the industry. Benefit from our expansive global investor community who will be in attendance throughout the summit.

 

Network in-person in New York

Connect with your peers at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts.

Build new connections

Current attendees include Align Impact, APG, Apollo Global Management, Bain Capital Double Impact, Blackcorn Ventures, Caprock, Carlyle, CDPQ, Closed Loop Partners, Energy Impact Partners, Glenmede, Global Endowment Managment, Keller Family Office, Manulife, North Sky Capital, QIC, Stepstone Group, UBS Global Wealth Management and many more.

Testimonials from attendees

Operating Principles for Impact Management

Diane Damskey, Head of Secretariat

The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…

Read full testimonial

SV Health Investors

Hannah Maunder, Investor Relations and Communications Associate

The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.

FSN Capital Partners

Pål Dale, Senior Director, Business Development

All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.

For more information on speaking in 2023, please contact Boris Petrovic.

boris.p@pei.group | +44 (0)204 548 4494

Download the agenda

John Ancona

Head of Private Equity Due Diligence, J.P. Morgan Private Bank

Kunle Apampa

Head of Client Solutions, Capricorn Investment Group

Charles Avery

Reporter, New Private Markets

Thomas Belazis

Director of Innovative Finance, The Rockefeller Foundation

Mark Berryman

Managing Director of Impact Investing, Caprock

Preeti Bhattacharji

Head of Sustainable Investing, US Private Bank, JPMorgan Chase & Co.

Andrea Biernat

Principal, Impact Investing, Apollo Global Management

Katy Boettcher

Principal, Ara Partners

Tynesia Boyea-Robinson

President, and CEO, CapEQ

Deepa Chakrapani

Manager -- Development Impact Reporting & Evaluation, International Finance Corporation

Dani Chen

Senior Investment Manager, Climate Innovation Fund, Microsoft

Régine Clément

President and Chief Executive Officer, CREO Syndicate

Todd Cook

Managing Partner, Bain Capital Double Impact

François Crémet

Senior Director, Sustainability, CDPQ

Daniel D'Ambrosio

Partner – ESG & Impact, Kirkland & Ellis

Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

Anna Dayn

Managing Director, New End

Lucas de Breed, PhD MBA

Director, Investments, BrightEdge

Jessie Duncan

Lead Program Officer, Tipping Point Fund on Impact Investing

Michael Eisenberg

Partner, ESG Integration & Impact Investing Lead, ERM

Temple Fennell

Principal, Keller Family Office

Melanie Fornes

Climate Change Investment Specialist, Glenmede

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

Steve Hellman

Managing Partner, Mobility Impact Partners

Jonathan Hirschtritt

Managing Director, Sustainability, GCM Grosvenor

Michael Hokenson

Partner, Community Investment Management (CIM)

Ali Humphrey

Managing Partner, Arna

Kent Insley

Head of Portfolio Construction, Wealth Management, AlTi Tiedemann Global

Brad Jakeman

Founding Managing Partner, Rethink Food

Semiray Kasoolu

Head of Impact Solutions, Y Analytics

Jennifer Kenning

CEO and Co-founder, Align Impact

Brian Kernohan

Chief Sustainability Officer, Private Markets, Manulife Investment Management

Micah Kotch

Partner, Blackhorn Ventures

Maria Kozloski

Senior Vice President of Innovative Finance, The Rockefeller Foundation

Diane Kulju

Associate Director of IMM and Research, Impact Capital Managers

Andrew Lee

Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

Christina Leijonhufvud

CEO, BlueMark & Co-Founder, Tideline

Cassidy Leventhal

Principal, Achieve Partners

Brandon Lewis

Director, Sustainability, Timberland, and Agriculture, Manulife Investment Management

Matthew Lobach

Partner, Decarbonization, ERM

Alexandra Lunt

Principal, Armonia

David Lynn

Co-Founder & CEO, Mission Driven Finance

Salome Makharadze

Managing Director, Alternatives Capital Markets and Strategy Group, Goldman Sachs

Anne Matusewicz

Co-Head of ESG & Impact Strategy, Cority

Mike McCreless

Founder and Executive Director, Impact Frontiers

Toby Mitchenall

Senior Editor, ESG & Sustainability​, New Private Markets, PEI Group

Jennie Morawetz

Partner, ESG & Impact, Kirkland & Ellis LLP

Jack Moriarty

Executive Director, Lafayette Square Foundation

Matt Onek

Chief Executive Officer, Mission Investors Exchange

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Priya Parrish

Partner and Chief Investment Office, Impact Engine

Genevieve Pinto

Partner, Renewal Funds

Dawn Powell

Principal, StepStone

Edward Powers

Managing Director, HarbourVest Partners

Roraj Pradhananga

Partner and Director of Impact Investment Research, Veris Wealth Partners

Jennifer Pryce

President and CEO, Calvert Impact

Philip Reeves

Founding Partner, Apis & Heritage Capital Partners

Megan Reilly Cayten

Senior Investment Manager, Climate Asset Management

Mike Reynolds

Managing Director, Ultra Capital

Abrielle Rosenthal

Chief Sustainability Officer, TowerBrook

Delilah Rothenberg

Co-Founding Partner and Executive Director, The Predistribution Initiative (PDI)

Gabrielle Rubenstein

Co-Founder and Chief Executive Officer, Manna Tree Partners

Robert Schultz

Partner, Capricorn

Jason Scott

Entrepreneur In Residence, Spring Lane Capital

Fran Seegull

President, U.S. Impact Investing Alliance

Snehal Shah

Reporter, New Private Markets, PEI Group

Greg Shell

Head of Inclusive Growth Strategy, Goldman Sachs

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Tazia Smith

Chief Operating Officer & Head of Capital Partnerships, Closed Loop Partners

Marieke Spence

Executive Director, Impact Capital Managers

Megan Starr

Global Head of Impact, The Carlyle Group

Sheena Strawter-Anthony

Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund

Chavon Sutton

Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

Chris Walker

Senior Advisor, Sustainable Retirements, Intentional Endowments Network

Amy Wang

Managing Director, Head Credit Strategies, Blue Earth Capital

Nate Wong

Partner, The Bridgespan Group

Katie Wu

Associate Director, Sustainable Investing, Private Markets, Manulife Investment Management

Brandon Zeigler

Director of Impact Investments, Global Endowment Management

Danny Zouber

Managing Director, North Sky Capital

Sponsorship opportunities

Position your brand at events focused on the future of private markets. Host workshops, networking sessions and roundtables to meet your business goals with senior professionals. Sponsorship gives you:
  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

For more information on available sponsorship opportunities please contact tyler.m@pei.group | +1 646 795 3279

2023 sponsors