New
Private Markets
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
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
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
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
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
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
12:00 - 12:15
Inclusive growth trends and opportunities in private market
Greg Shell
Speakers:
Greg Shell, Head of Inclusive Growth Strategy, Goldman Sachs
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
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
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
15:35 - 16:00
Networking break
16:00 - 16:45
Impact opportunities in the energy transition and electrification
Peter Fox-Penner,
Matthew Lobach
16:50 - 17:40
Impact in food systems and sustainable agriculture
Brad Jakeman
Speakers:
Brad Jakeman, Founding Managing Partner, Rethink Food
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
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
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
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
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
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
Chavon Sutton
Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates
Read bio
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
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
Brian Kernohan
Chief Sustainability Officer, Private Markets, Manulife Investment Management
Read bio
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
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
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.
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
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
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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