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…

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.

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.

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.

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

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.

Apply

Impact Investor Global Summit

Our leading advisory board

Diane Damskey

Head of Secretariat, Operating Principles for Impact Management

Diane Damskey is Head of the Secretariat of the Operating Principles for Impact Management, a global standard for impact investors. She leads the engagement with private sector asset managers, asset owners, wealth managers and family offices, and is… Read full bio

Andrew Lee

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

Andrew joined UBS Global Wealth Management's Chief Investment Office in July 2012 and is Head of Sustainable and Impact Investing. He and his team support clients globally with advice, strategy and thought leadership on incorporating sustainability c… Read full bio

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Jessica Pan is a Senior Portfolio Manager in the Global Private Equity group of APG Asset Management US Inc. based in New York. Jessica joined APG in 2014, a year after the firm’s launch of an in-house private equity program. As a member of the inves… Read full bio

Roraj Pradhananga

Partner and Director of Impact Investment Research, Veris Wealth Partners

Roraj is a Partner and the Managing Director of Research at Veris Wealth Partners. He leads the Investment Research team and is a voting member of the Investment Committee. He is responsible for sourcing, due diligence and monitoring of investments a… Read full bio

Liz Roberts

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

Ms. Liz Roberts is the Head of Impact Investing for MassMutual. In this role, she directs impact investing’s strategy, oversees the MassMutual Catalyst Funds (MMCF) and First Fund Initiative, and guides a team focused on investing capital for market-… Read full bio

Robert Schultz

Partner, Capricorn

Robert Schultz is a Partner of Capricorn Investment Group. Prior to Capricorn, he was the Co-Founder and Partner of Greentech Capital Advisors, an investment bank and asset management firm focused on creating a more efficient and sustainable global i… Read full bio

Fran Seegull

President, U.S. Impact Investing Alliance

Fran Seegull is President of the U.S. Impact Investing Alliance which works to increase awareness of impact investing in the U.S., foster deployment of impact capital across asset classes globally, and partner with stakeholders, including government,… Read full bio

Laurie J Spengler

President and CEO, Courageous Capital Advisors

Laurie J. Spengler is an impact investment banker, board member and active contributor to the impact investing industry. Among current board engagements, Laurie serves as a non-executive director of the CDC Group (the UK DFI), the UK Impact Investing… Read full bio

Chavon Sutton

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

Chavon is a member of Cambridge Associates’ Sustainable & Impact Investing team, where she is responsible for conducting manager research across asset classes and working with institutional clients to build sustainability- and impact-focused port… Read full bio

Bhavika Vyas

Managing Director, Stepstone

Ms. Vyas is a member of the responsible investing team at StepStone, with a focus on impact investing. She is also involved in the Firm’s responsible investing initiative. Prior to StepStone, Ms. Vyas was a managing director at East Rock Capital, a m… Read full bio

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
View agenda page

Agenda

Day one - Tuesday 31st

Networking breakfast
08:00 - 08:55

Networking breakfast

Plenary
08:55 - 09:00

Chair’s opening remarks

09:00 - 09:20

Keynote interview: The direct relationship between commercial growth and impact

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?

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 John Ancona

John Ancona

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

Read bio
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

Read bio
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

Preeti Bhattacharji, Régine Clément , François Crémet , Jonathan Hirschtritt , 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?

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

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 Régine  Clément

Régine Clément

President and Chief Executive Officer, CREO Syndicate

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A speaker photo for François Crémet

François Crémet

Senior Director, Sustainability, CDPQ

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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 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, Maria Kozloski, Bhavika Vyas
  • 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

A speaker photo for Anna Dayn

Anna Dayn

Managing Partner, New End

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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 Bhavika  Vyas

Bhavika Vyas

Managing Director, Stepstone

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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

Jennifer Kenning , Robert Schultz, Marieke Spence
  • 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

A speaker photo for Jennifer Kenning

Jennifer Kenning

CEO and Co-founder, Align Impact

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A speaker photo for Robert  Schultz

Robert Schultz

Partner, Capricorn

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A speaker photo for Marieke Spence

Marieke Spence

Executive Director, Impact Capital Managers

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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?

Temple Fennell, Steve Hellman, Micah Kotch

Speakers:
Temple Fennell, Principal Family Member, Keller Family Office
Steve Hellman, Managing Partner, Mobility Impact Partners
Micah Kotch, Partner, Blackhorn Ventures

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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14:50 - 15:35

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

Thomas Belazis, Brian Kernohan

Speakers:
Thomas Belazis,
Director, The Rockefeller Foundation
Brian J. Kernohan, Chief Sustainability Officer, Private Markets, Manulife Investment Management

A speaker photo for Thomas  Belazis

Thomas Belazis

Director of Innovative Finance, The Rockefeller Foundation

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A speaker photo for Brian Kernohan

Brian Kernohan

Chief Sustainability Officer, Private Markets, Manulife Investment Management

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15:35 - 16:00

Networking break

16:00 - 16:45

Impact opportunities in the energy transition and electrification

Peter Fox-Penner, Matthew Lobach

Speakers:
Peter Fox-Penner, Chief Impact Officer, Energy Impact Partners
Matthew Lobach, Partner, ERM

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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16:50 - 17:40

Impact in food systems and sustainable agriculture

Brad Jakeman

Speakers:
Brad Jakeman, Founding Managing Partner, Rethink Food

A speaker photo for Brad Jakeman

Brad Jakeman

Founding Managing Partner, Rethink Food

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Stream B
14:00 - 14:45

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

Jack Moriarty, Philip Reeves, Delilah Rothenberg

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

A speaker photo for Jack Moriarty

Jack Moriarty

Founder and Executive Director, Ownership America

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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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14:50 - 15:35

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

Roraj Pradhananga, Sheena Strawter-Anthony

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

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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15:35 - 16:00

Networking break

16:00 - 16:45

Healthcare impact: an overview of leading investments

Andrea Biernat , Gabrielle Rubenstein, Lucas de Breed, PhD MBA

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 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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16:50 - 17:40

Circularity impact: investing for a circular economy

Tom Jorgensen, Tazia Smith

Speakers:
Tom Jorgensen, Managing Director, North Sky Capital
Tazia Smith, Chief Operating Officer & Head of Capital Partnerships, Closed Loop Partners

A speaker photo for Tom  Jorgensen

Tom Jorgensen

Managing Director, North Sky Capital

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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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End of day one
17:40 - 18:30

Networking drinks

18:30 - 19:30

Sponsored dinner

Agenda

Day two - Wednesday 1st

Networking break
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

09:05 - 09:45

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

Semiray Kasoolu, Christopher 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?

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

A speaker photo for Semiray Kasoolu

Semiray Kasoolu

Head of Impact Solutions, Y Analytics

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A speaker photo for Christopher Walker

Christopher Walker

Principal, HarbourVest Partners

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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

Head of Secretariat, 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 - 10:50

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
10:50 - 11:30

Networking break

Plenary
11:30 - 11:45

The role of private markets in addressing inequality

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

Luyen Tran, 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?

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

A speaker photo for Luyen Tran

Luyen Tran

Chief Development Impact Officer, IFC

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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

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.

Download the past 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

John Ancona is the Head of Private Equity for JPMorgan Private Bank’s Private Investments Due Diligence team, which is responsible for manager selection and the ongoing monitoring of various private equity, credit, and real asset funds representing o… Read full bio

Thomas Belazis

Director of Innovative Finance, The Rockefeller Foundation

Thomas joined the Rockefeller Foundation in 2017, bringing diverse experience in private equity, venture capital and management consulting both in the US and emerging markets. As a Director, he is responsible for driving new investment strategies acr… Read full bio

Mark Berryman

Managing Director of Impact Investing, Caprock

Mark Berryman is a Managing Director of Impact Investing at Caprock. Mark leads Caprock’s impact and sustainable investment portfolio and supports the management of impact-focused clients. Mark has twenty years of experience in impact investing and e… Read full bio

Preeti Bhattacharji

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

Preeti is the Head of Sustainable Investing for J.P. Morgan’s US Private Bank. In this role, she works with advisors and their clients to incorporate sustainability into their investment portfolios, develops thought leadership, and works with portfol… Read full bio

Andrea Biernat

Principal, Impact Investing, Apollo Global Management

Andrea Biernat joined Apollo in 2021 in Private Equity and is a Principal in Impact Investing. Andrea Biernat serves on the board of directors of ScionHealth and Supplemental Healthcare. She is also on Apollo’s Citizenship Advisory Council helping to… Read full bio

Tynesia Boyea-Robinson

President, and CEO, CapEQ

As an entrepreneur, Six Sigma blackbelt, and technologist, Tynesia helps businesses achieve their true potential through social impact. She has been religiously leading and writing about enterprises that “do well and do good” for over a decade. As Pr… Read full bio

Régine Clément

President and Chief Executive Officer, CREO Syndicate

Régine Clément joined CREO in 2016 as its inaugural CEO to catalyze capital into Clean, Renewable and Environmental Opportunities. Through her leadership, CREO is helping build the climate & sustainability investment marketplace by partnering wit… Read full bio

Todd Cook

Managing Partner, Bain Capital Double Impact

Mr. Cook joined Bain Capital in 2017 as a Partner on the Bain Capital Double Impact team after having been a member of the Bain Capital Private Equity team since 1996. He serves as Managing Partner of Bain Capital Double Impact. Prior to his current… Read full bio

François Crémet

Senior Director, Sustainability, CDPQ

François Crémet holds the position of Senior Director, Sustainability. In this role, he leads the activities for measuring impact and ESG (environmental, social and governance matters) performance throughout CDPQ’s portfolio, and pilots the associate… Read full bio

Daniel D'Ambrosio

Partner – ESG & Impact, Kirkland & Ellis

Dan D’Ambrosio is a partner in the London office of Kirkland & Ellis International LLP and member of the Firm’s ESG & Impact Practice Group, which advises some of the world’s most sophisticated private equity firms, corporations, project sponsors and… Read full bio

Diane Damskey

Head of Secretariat, Operating Principles for Impact Management

Diane Damskey is Head of the Secretariat of the Operating Principles for Impact Management, a global standard for impact investors. She leads the engagement with private sector asset managers, asset owners, wealth managers and family offices, and is… Read full bio

Anna Dayn

Managing Partner, New End

Anna Dayn is a Managing Partner and US head of New End, a family-office-anchored strategic advisory and capital formation firm in private markets. At New End, Anna partners and invests in high-growth companies, sponsors and investment platforms to pr… Read full bio

Lucas de Breed, PhD MBA

Director, Investments, BrightEdge

Dr. de Breed has close to 20 years of experience in Oncology, as a scientist, strategy consultant, VC and entrepreneur. Previously, as a Manager at Deallus, a global strategy consulting firm for large biopharma clients, he led the Oncology business u… Read full bio

Jessie Duncan

Lead Program Officer, Tipping Point Fund on Impact Investing

Jessie Duncan oversees all strategy and grantmaking at the Tipping Point Fund on Impact Investing (TPF). The TPF is a donor collaborative supported by leading US philanthropic actors whose mission is to promote the growth, with integrity, of the impa… Read full bio

Temple Fennell

Principal, Keller Family Office

Temple Fennell has more than 20 years of experience as a company founder, investor, and fund manager. Temple is a family member of Keller Enterprises, a single-family office active Renewable Energy, Clean Tech, Regenerative Agriculture, Racial Justic… Read full bio

Peter Fox-Penner

Chief Impact Officer, Energy Impact Partners

Peter Fox-Penner is Partner and the Chief Impact Officer of Energy Impact Partners. In this capacity he directs all ESG and impact measurement and reporting, works with EIP’s portfolio companies to improve their ESG performance, and collaborates with… Read full bio

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

Mark Hays is a Managing Director and Director of Sustainable & Impact Investing at Glenmede. In this role, he provides strategic leadership of Glenmede’s sustainable and impact investing efforts. Mark and his team are responsible for the developm… Read full bio

Steve Hellman

Managing Partner, Mobility Impact Partners

Mr. Steven Hellman created Mobility Impact Partners as a collaborative strategic investment platform for the emerging mobility ecosystem after co-founding Energy Impact Partners, a leading private equity firm for the new energy economy. He also found… Read full bio

Jonathan Hirschtritt

Managing Director, Sustainability, GCM Grosvenor

Mr. Hirschtritt leads our firmwide ESG and Impact strategy, adoption of evolving industry best practices, and ESG and Impact integration within our investment teams and across GCM Grosvenor. As a member of the Office of the Chief Investment Officer,… Read full bio

Kent Insley

Head of Portfolio Construction, Wealth Management, AlTi Tiedemann Global

As the Head of Portfolio Construction, Kent is responsible for overseeing all functions of the investment process related to asset allocation and implementation for both traditional and impact investments. Prior to joining Tiedemann in 2004, Kent wor… Read full bio

Brad Jakeman

Founding Managing Partner, Rethink Food

Brad Jakeman is the Founding Managing Partner of Rethink Food and the former president of PepsiCo’s Global Beverage Group, accounting for more than $20BN in revenue. Brad was instrumental in driving financial returns while re-tooling the beverage por… Read full bio

Tom Jorgensen

Managing Director, North Sky Capital

Mr. Jorgensen co-lead’s North Sky’s impact secondaries strategy and a member of the investment committee. He has been actively involved in sourcing, evaluating and executing new investment opportunities for the Firm’s prior impact funds since joining… Read full bio

Semiray Kasoolu

Head of Impact Solutions, Y Analytics

Semi’s background is in helping governments, international organizations, and investors translate evidence-based research into more effective economic policies and capital allocation decisions. Prior to joining Y Analytics, Semi was a Research Manage… Read full bio

Jennifer Kenning

CEO and Co-founder, Align Impact

Jenn Kenning is a trailblazer, collaborator and change-maker who has quickly risen to become one of the most recognized voices in impact investing. In 2014 Jenn co-founded Align, an independent fiduciary and impact specialist that works alongside fin… Read full bio

Brian Kernohan

Chief Sustainability Officer, Private Markets, Manulife Investment Management

As Chief Sustainability Officer and Senior Managing Director of Environment and Policy, Brian is responsible for sustainability & responsible investing strategy and public policy engagement across forestry, agriculture, real estate, infrastructur… Read full bio

Micah Kotch

Partner, Blackhorn Ventures

Micah Kotch is a Partner at Blackhorn Ventures. He was previously part of the BMW Group, where he served as Managing Director of URBAN-X; the platform for startups reimagining city life. Micah is a Founding Partner of C3, an AngelList syndicate backi… Read full bio

Maria Kozloski

Senior Vice President of Innovative Finance, The Rockefeller Foundation

Maria Kozloski is the Senior Vice President of the Foundation’s Innovative Finance team, which makes impact investments aimed at unlocking private capital flows for global good, with a focus on climate finance. She also leads the Foundation’s Economi… Read full bio

Diane Kulju

Associate Director of IMM and Research, Impact Capital Managers

Diane is the Associate Director of IMM and Research at Impact Capital Managers, which has the joint mission of advancing member performance and scaling the impact investing marketplace with integrity and authenticity. Diane leads ICM’s work on impact… Read full bio

Andrew Lee

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

Andrew joined UBS Global Wealth Management's Chief Investment Office in July 2012 and is Head of Sustainable and Impact Investing. He and his team support clients globally with advice, strategy and thought leadership on incorporating sustainability c… Read full bio

Christina Leijonhufvud

CEO, BlueMark & Co-Founder, Tideline

As CEO of BlueMark, Christina guides all aspects of the business strategy, new product development, and external relations. In just two years, Christina established BlueMark as the leading provider of impact verification and a pioneer in establishing… Read full bio

Brandon Lewis

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

Brandon is responsible for implementing the sustainability and responsible investing program of the firm’s timberland and agriculture businesses by working to integrate sustainability considerations throughout all aspects of their operations globally… Read full bio

Matthew Lobach

Partner, Decarbonization, ERM

Matthew joins ERM as Partner, Decarbonization, bringing a distinguished background in sustainability consulting within financial services. Notably, his tenure as Senior Director of Sustainability & Finance at HHM Hotels showcased his adeptness in… Read full bio

Anne Matusewicz

Co-Head of ESG & Impact Strategy, Cority

Anne is the Co-Head of ESG & Impact Strategy at Cority, working with North America and UK-based private markets investors to help them reach their sustainability goals. She drives ESG strategy across the investment lifecycle, informing ESG due di… Read full bio

Mike McCreless

Founder and Executive Director, Impact Frontiers

Mike is Founder and Executive Director of Impact Frontiers, a peer learning and market-building collaboration supporting investors in pioneering new ways to integrate impact alongside financial risk and return in investment practices. In 2020, he led… Read full bio

Toby Mitchenall

Senior Editor, ESG & Sustainability​, New Private Markets

Toby Mitchenall has been covering private markets for 15 years; his current focus is on ESG, sustainability and impact investing. Toby joined PEI Group in London in 2008 to report on capital flows in European private equity for Private Equity Interna… Read full bio

Jennie Morawetz

Partner, ESG & Impact, Kirkland & Ellis LLP

Jennie Morawetz is the strategy and operations partner for Kirkland’s ESG & Impact practice, responsible for overseeing the day-to-day management of the practice to ensure it delivers on its promise of integrating cutting-edge legal and strategic… Read full bio

Jack Moriarty

Founder and Executive Director, Ownership America

Jack Moriarty is the Founder and Executive Director of Ownership America, a non-profit public policy organization committed to accelerating the growth of employee ownership. Ownership America is building a movement for employee ownership through poli… Read full bio

Matt Onek

Chief Executive Officer, Mission Investors Exchange

Matt is the President and Chief Executive Officer of Mission Investors Exchange, the leading impact investing network for foundations, philanthropic asset owners, and their partners. He brings unique perspective to the organization’s work to grow the… Read full bio

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Jessica Pan is a Senior Portfolio Manager in the Global Private Equity group of APG Asset Management US Inc. based in New York. Jessica joined APG in 2014, a year after the firm’s launch of an in-house private equity program. As a member of the inves… Read full bio

Priya Parrish

Partner and Chief Investment Office, Impact Engine

Priya Parrish is Partner and Chief Investment Officer at Impact Engine, an institutional venture capital and private equity investor driving positive impact in the areas of economic opportunity, environmental sustainability and health equity. She is… Read full bio

Edward Powers

Managing Director, HarbourVest Partners

Edward Powers is a member of HarbourVest’s primary investment team, where he focuses on small, emerging and diverse managers. He also works closely with the firm’s Custom Solutions Group, with a focus on Separately Managed Accounts (SMAs). Ed joined… Read full bio

Roraj Pradhananga

Partner and Director of Impact Investment Research, Veris Wealth Partners

Roraj is a Partner and the Managing Director of Research at Veris Wealth Partners. He leads the Investment Research team and is a voting member of the Investment Committee. He is responsible for sourcing, due diligence and monitoring of investments a… Read full bio

Jennifer Pryce

President and CEO, Calvert Impact

Jennifer Pryce is President and CEO of Calvert Impact, a global nonprofit investment firm. Over the past decade, Jenn has shaped the strategic direction of Calvert Impact to focus on innovation, sustainability, and scale. Under her leadership the org… Read full bio

Philip Reeves

Founding Partner, Apis & Heritage Capital Partners

Philip Reeves is a Founding Partner at Apis & Heritage Capital Partners, a mezzanine debt private equity fund that preserves legacies for founders, delivers impact and returns for investors, and builds wealth for workers of color using employee o… Read full bio

Tynesia Boyea-Robinson

President, and CEO, CapEQ

As an entrepreneur, Six Sigma blackbelt, and technologist, Tynesia helps businesses achieve their true potential through social impact. She has been religiously leading and writing about enterprises that “do well and do good” for over a decade. As Pr… Read full bio

Abrielle Rosenthal

Chief Sustainability Officer, Towerbrook

Ms. Rosenthal is a Managing Director and Chief Sustainability Officer of TowerBrook, and co-Chair of the Responsible Ownership Committee and the DE&I Committee. Prior to joining TowerBrook, Ms. Rosenthal was a partner in the London office of Kirkland… Read full bio

Delilah Rothenberg

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

Delilah Rothenberg is a Co-Founding Partner and the Executive Director of the Predistribution Initiative (PDI), a multi-stakeholder non-profit organization designed to support investors in aligning their investment governance, financial analysis, and… Read full bio

Gabrielle Rubenstein

Co-Founder and Chief Executive Officer, Manna Tree Partners

Gabrielle "Ellie" Rubenstein has over 10 years of experience in asset management, including as a Partner with a well-known, high net worth individual in Los Angeles, as Co-Founder of Pt Holdings, an arctic asset manager headquartered in Anchorage, Al… Read full bio

Robert Schultz

Partner, Capricorn

Robert Schultz is a Partner of Capricorn Investment Group. Prior to Capricorn, he was the Co-Founder and Partner of Greentech Capital Advisors, an investment bank and asset management firm focused on creating a more efficient and sustainable global i… Read full bio

Fran Seegull

President, U.S. Impact Investing Alliance

Fran Seegull is President of the U.S. Impact Investing Alliance, which works to increase awareness of impact investing in the United States, foster deployment of impact capital across asset classes globally, and partner with stakeholders, including g… Read full bio

Snehal Shah

Reporter, New Private Markets, PEI Group

Snehal Shah is a reporter for New Private Markets, PEI Group’s publication for climate, sustainability, ESG, impact investing and diversity in private markets. She works across private equity, venture capital, private debt, infrastructure and real as… Read full bio

Greg Shell

Head of Inclusive Growth Strategy, Goldman Sachs

Bio coming soon...

Andrew Siwo

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

Andrew Siwo is the Director of Sustainable Investments and Climate Solutions at the New York State Common Retirement Fund. He is charged with providing leadership and oversight of sustainable investment efforts across the Fund’s $260 billion portfoli… Read full bio

Tazia Smith

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

Tazia Smith, CFA© is the Chief Operating Officer (COO) & Head of Capital Partnerships at Closed Loop Partners, responsible for capital formation, investor relations and stakeholder management across the firm. Prior to joining Closed Loop Partners… Read full bio

Marieke Spence

Executive Director, Impact Capital Managers

Marieke Spence is founding Executive Director of Impact Capital Managers and the affiliated ICM Institute, with the joint mission of advancing member performance and scaling the impact investing marketplace with integrity and authenticity. During her… Read full bio

Megan Starr

Global Head of Impact, The Carlyle Group

Megan Starr is a Partner and the Global Head of Impact at Carlyle. She is based in New York. In her role, Ms. Starr works to design and execute Carlyle's cohesive, long-term impact strategy. She also oversees the dedicated ESG team, which leads the f… Read full bio

Sheena Strawter-Anthony

Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund

Sheena has worked across financial services in asset and wealth management, investment banking, and insurance in North America and Europe. She embarked on a career in finance because she always knew that if utilized responsibly, it can help solve soc… Read full bio

Chavon Sutton

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

Chavon is a member of Cambridge Associates’ Sustainable & Impact Investing team, where she is responsible for conducting manager research across asset classes and working with institutional clients to build sustainability- and impact-focused port… Read full bio

Luyen Tran

Chief Development Impact Officer, IFC

Luyen is responsible for managing the implementation of IFC’s development impact rating system. Prior to joining IFC in 2017, he held a number of positions during his 18 years at the U.S. Treasury Department, including Alternate Board Director for th… Read full bio

Bhavika Vyas

Managing Director, Stepstone

Ms. Vyas is a member of the responsible investing team at StepStone, with a focus on impact investing. She is also involved in the Firm’s responsible investing initiative. Prior to StepStone, Ms. Vyas was a managing director at East Rock Capital, a m… Read full bio

Amy Wang

Managing Director, Head Credit Strategies, Blue Earth Capital

Amy Wang joined Blue Earth Capital in 2016 and heads the firm's Credit Strategies division. She is currently the interim Head of Portfolio Management and sits on the firm's Executive Committee. Prior to joining Blue Earth Capital she worked as an Ass… Read full bio

Katie Wu

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

Katie is Associate Director, Sustainable Investing, Private Markets at Manulife Investment Management. Her role focuses on sustainable investing activities within the private equity, credit, and infrastructure businesses, as well as providing leverag… Read full bio

Brandon Zeigler

Director of Impact Investments, Global Endowment Management

Brandon Zeigler is a Director on the Impact Investment Team at Global Endowment Management (GEM). In this role, Brandon helps lead the firm’s impact platform by supporting the integration of impact considerations in client strategy, operations, commu… Read full bio

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