Total Impact Boston 2018

Total Impact Boston convened investment advisors, wealth managers, and investors who wanted to gain actionable and executable information on impact investment. In addition, in partnership with key Boston stakeholders, we highlighted place-based opportunities and the impact success stories of the greater Boston area.

Dates

OCTOBER 4 - 5, 2018

Venue

CONVENE
One boston place,
BOSTON, MA

Agenda

Thursday, October 04, 2018

WELCOME and introduction

John Morris, Managing Partner, SOCAP Group

investor spotlight

Liesel Pritzker Simmons, Co-Founder and Principal, Blue Haven Initiative
Ian Simmons, Co-Founder and Principal, Blue Haven Initiative
Chintan Panchal, Founder, RPCK

Mainstream asset managers integrating ESG

How global asset managers are scaling up their sustainable investment offerings across asset classes, and channels.

Jennifer Kenning, CEO & Co-Founder, Align Impact
Rakhi Kumar, Senior Managing Director - Head of ESG Investments and Asset Stewardship, State Street Global Advisors
Mamadou Sarr, Senior VP - Director of Product Development and Sustainable Investing, Northern Trust
Candice Tse, Head of US Market Strategy, Goldman Sachs
Martin Whittaker, CEO, JUST Capital

Been there, done that: impact investing through fixed income

A discussion around municipal bonds, social impact bonds, microfinance, community notes and other fixed income products and strategies to help achieve social impact across the risk-return spectrum.

Jenn Pryce, President & CEO, Calvert Impact Capital
Christine Todd, President, Neighborly Investments
Cheryl Smith, Managing Partner, Trillium Asset Management, LLC

Peer to peer: advisors sharing their impact journeys

Alex Lamb, Managing Director, New Summit Investments, LLC
William Tickle, Senior Investment Advisor, Ballentine Partners
Dune Thorne, Head of Client Experience, Brown Advisory
Chris Roy, Managing Director, Business Development, Boston Private

Impact in private markets

A breakdown of the opportunities in the private markets space across debt, equity, real estate, and infrastructure. 

Shawn Cole, Professor, Harvard Business School
Gil Crawford, CEO, Microvest
Michael Hokenson, Partner, Community Investment Management LLC
Rekha Unnithan, Portfolio Manager Impact Investing, Nuveen
Dave Kirkpatrick, Managing Director and Co-Founder, SJF Ventures

Decoding the impact and investment opportunities of Opportunity Zones and SIPPRA

Tracy Palandjian, Co-Founder and Chief Executive Officer, Social Finance
Carl Valenstein, Partner, Morgan, Lewis & Bockius LLP

Friday, Oct 05, 3028

OPENING REMARKS

Paul Grogan, President and CEO, The Boston Foundation

investing in boston

Deborah Frieze, Founder and President, Boston Impact Initiative
Valerie Red-Horse Mohl, Executive Director, Investors’ Circle-Social Venture Network
Glynn Lloyd, Executive Director, Foundation for Business Equity
Virginia Foote, Director of Fund Development, Conservation Law Foundation Ventures

Fireside chat: Frank Britt and Warren Valdmanis

Warren Valdmanis of Bain Capital in conversation with Frank Britt, CEO of Penn Foster, the leading skills development training, credentials and employment matching enterprise for frontline workers.

Warren Valdmanis, Managing Director, Bain Capital Double Impact
Frank Britt, CEO, Penn Foster

Achieving impact through public equities

How do leading equity portfolio managers optimize strategies to accomplish maximum social impact while achieving competitive financial returns? We take on topics like materiality of ESG, how to monitor ESG performance over time, the impact of shareholder engagement, and how to choose from the multitude of ESG data sources. 

Geeta Aiyer, President & Founder, Boston Common Asset Management, LLC
Katherine Collins, Head of Sustainable Investing, Putnam Investments
Gabriel Karageorgiou, Director, Arabesque Asset Management USA Inc
Julia Frost, Director of Marketing, Arjuna Capital
Gita R. Rao, PhD, Senior Lecturer in Finance, MIT Sloan School

Gender lens investing: what does the evidence say?

We make an evidence-based case for investing in women to achieve better social and economic outcomes for all.

Jackie VanderBrug, Managing Director and Investment Strategist, Global Wealth & Investment Management, Bank of America
Lisette Cooper, Managing Partner, CEO, Athena Capital Advisors
Brie Williams, Head of Practice Management, State Street Global Advisors

Achieving impact in healthcare

A discussion of innovative financing methods at the intersection of healthcare and social impact.

Katie Rae, CEO and Managing Partner, The Engine
Dr. Christiana Bardon, Managing Director, MPM Capital
Ken Kaplan, Strategic Advisor, Initiative for Health Systems Innovation, MIT Sloan School of Management
Julita Mir, Chief Medical Officer, Community Care Cooperative

 
 

Sponsors

Lead Sponsors

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Catalyst Sponsors

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Impact Sponsors

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Network Partners

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PhotoS