
Private Markets
Impact Investor Summit North America
31 October - 1 November 2023,
Westin New York at Times Square, New York
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 registered to attend include 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 include
- 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…
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.
Apply for a complimentary investor pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Pre-Event Resources
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.
A limited number of complimentary passes are available for eligible impact LPs and institutional investors to the event. Check out the benefits of joining the conference, who among your peers attends and find out how to apply for a complimentary pass for you or your team below.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
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. Apply for a complimentary pass for your or your team today.
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?
Apply for a complimentary institutional investor pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will follow up with you to secure your pass.
Impact Investor Global Summit
Our leading advisory board

Diane Damskey
Head of Secretariat, 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
Agenda
Day one - Tuesday 31st
Networking breakfast
Chair’s opening remarks
Keynote interview: The direct relationship between commercial growth and impact
- 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?
Speakers:
John Ancona, Head of Private Equity Due Diligence, J.P. Morgan Private Bank
Todd Cook, Managing Partner, Bain Capital Double Impact
State of the market: the evolution of impact investing in North America
- 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
Institutional investor panel: the role of impact in LP portfolios in the coming decade
- 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?
Speakers:
Preeti Bhattacharji, Head of Sustainable Investing, US Private Bank, JPMorgan Chase & Co.
Régine Clément, President and Chief Executive Officer, CREO Syndicate
François Crémet, Senior Director of Sustainable Investing, CDPQ
Jonathan Hirschtritt, Managing Director, Sustainability, GCM Grosvenor
Jessica Pan, Senior Portfolio Manager – Private Equity, APG Asset Management





Networking break
Climate investing & the Inflation Reduction Act (IRA): digesting the investment opportunity landscape
- 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:
Maria Kozloski, Senior Vice President of Innovative Finance, The Rockefeller Foundation
Bhavika Vyas, Managing Director, Impact Investing, Stepstone Group
Inclusive growth trends and opportunities in private market
Speakers:
Greg Shell, Head of Inclusive Growth Strategy, Goldman Sachs

The evolution of impact managers: specialisation, emerging themes and opportunities
- 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?
Speakers:
Jennifer Kenning, CEO & Co-Founder, Align Impact
Robert Schultz, Partner, Capricorn
Marieke Spence, Executive Director, Impact Capital Managers
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.
Emerging tech in climate investing: where is the smart capital being deployed?
Speakers:
Temple Fennell, Principal Family Member, Keller Family Office
Steve Hellman, Managing Partner, Mobility Impact Partners
Micah Kotch, Partner, Blackhorn Ventures
Natural capital and nature-based solutions: believe the investment hype?
Speakers:
Thomas Belazis, Director, The Rockefeller Foundation
Brian J. Kernohan, Chief Sustainability Officer, Private Markets, Manulife Investment Management
Networking break
Impact opportunities in the energy transition and electrification
Impact in food systems and sustainable agriculture
Speakers:
Brad Jakeman, Founding Managing Partner, Rethink Food

Scaling solutions to inequality: what models of change are taking off?
Speakers:
Jack Moriarty, Founder & Executive Director, Ownership America
Philip Reeves, Founding Partner, Apis & Heritage Capital Partners
Delilah Rothenberg, Co-Founder & Executive Director, The Predistribution Initiative
Next phase of DE&I: what investable models of change are taking DE&I investing to the next level?
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
Networking break
Healthcare impact: an overview of leading investments
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
Circularity impact: investing for a circular economy
Speakers:
Tom Jorgensen, Managing Director, North Sky Capital
Tazia Smith, Chief Operating Officer & Head of Capital Partnerships, Closed Loop Partners
Networking drinks
Sponsored dinner
Agenda
Day two - Wednesday 1st
Networking breakfast
LP working group session (closed door, invite only)
Chair's day 2 opening remarks
Built for impact: aligning intention, incentives and fund structures to deliver impact outcomes
- 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?
Speakers:
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
Taking impact management to the next level: an overview of innovations and challenges
- 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





Chavon Sutton
Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates
Read bioEvolving regulatory landscape in the US and beyond: implications for fund marketing and reporting
- 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
Networking break
The role of private markets in addressing inequality
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

Brian Kernohan
Chief Sustainability Officer, Private Markets, Manulife Investment Management
Read bioIntegrity in the impact market: how to ensure validity of impact claims?
- 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





Impact standardisation: Progress in impact harmonisation and data operability
- 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?
Speaker:
Luyen Doan Tran, Chief Development Impact Officer, IFC
Jessie Duncan, Program Director, Tipping Point Fund on Impact Investing
Megan Starr, Global Head of Impact, Carlyle
Closing remarks
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.
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…
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

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

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

Tynesia Boyea-Robinson
President, and CEO, CapEQ

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
Head of Secretariat, Operating Principles for Impact Management

Anna Dayn
Managing Partner, New End

Lucas de Breed, PhD MBA
Director, Investments, BrightEdge

Jessie Duncan
Lead Program Officer, Tipping Point Fund on Impact Investing

Temple Fennell
Principal, Keller Family Office

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

Kent Insley
Head of Portfolio Construction, Wealth Management, AlTi Tiedemann Global

Brad Jakeman
Founding Managing Partner, Rethink Food

Tom Jorgensen
Managing Director, North Sky Capital

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

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

Matthew Lobach
Partner, Decarbonization, ERM

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

Jennie Morawetz
Partner, ESG & Impact, Kirkland & Ellis LLP

Jack Moriarty
Founder and Executive Director, Ownership America

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

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

Tynesia Boyea-Robinson
President, and CEO, CapEQ

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

Fran Seegull
President, U.S. Impact Investing Alliance

Snehal Shah
Reporter, New Private Markets, PEI Group

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

Luyen Tran
Chief Development Impact Officer, IFC

Bhavika Vyas
Managing Director, Stepstone

Amy Wang
Managing Director, Head Credit Strategies, Blue Earth Capital

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

Brandon Zeigler
Director of Impact Investments, Global Endowment Management
Sponsorship opportunities
- 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