Total Impact Philadelphia 2018

The inaugural Total Impact conference was held in Philadelphia in April 2018. In partnership with ImpactPHL, Good Capital Project hosted over 300 practitioners, thought leaders, advisors, and investors. More videos from TI Philadelphia coming soon.

 

Total Impact Philadelphia 2018 Partner

We are entrepreneurs, business leaders, investors and others committed to advancing public interests while pursuing financial returns. We believe that investments can generate value beyond returns, that it is possible to join profit and purpose, and that everyone has a role in this new economy.

 

Academic Partner

The Wharton Social Impact Initiative advances the science and practice of social impact through research, hands-on training, and outreach.

April 26 - 27, 2018
Cira Centre
Philadelphia, PA

 
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Speakers

Photo Gallery

 

Agenda

Thursday, April 26

8-8:45 AM: REGISTRATION AND BREAKFAST

8:45-9:00 AM: WELCOME

Introduction to the purpose and objectives of Total Impact, focusing on its importance to capital markets and its importance to Philadelphia.

John Morris, Managing Partner, SOCAP Group
John Moore, Executive Chair, ImpactPHL

9-9:15 AM: OPENING REMARKS

Perspective on the critical role of advisors and their leadership in meeting clients’ growing demand for impact investing and influencing a more value-driven investment approach.

Bill Crager, President, Envestnet

9:15-9:25: WHAT MATTERS MOST TO MAIN STREET

Martin Whittaker, CEO, Just Capital 

9:30-10:20AM: INTRODUCTION TO SUSTAINABLE INVESTMENT CONCEPTS

Exploration of the fundamental definitions of investment strategies and frameworks along the spectrum - ESG, negative screening,SRI, impact investing, and the Sustainable Development Goals.

Sherryl Kuhlman, Managing Director, Wharton Social Impact Initiative
Esther Pan Sloane, Head of Partnerships, Policy, and Communications, UNCDF
Meg Voorhes, Deputy Director & Research Director, US SIF
Karen Wilson, Private Sector Finance, Development Co-Operation Directorate, OECD

10:25 - 10:45 AM: IMPACT INVESTING AS A FORCE FOR GLOBAL CHANGE

Impact investing around the globe. 

Andrea Phillips, Co-Founder and Managing Partner, Maycomb Capital
Jim Sorenson, Chairman, Sorenson Impact Foundation

10:45 - 11 AM: PHILADELPHIA SPOTLIGHT: B LAB

The amazing story of Philly's own B Lab and its global impact on businesses and communities.

Bart Houlahan, Co-Founder, B Corp

11-11:15 AM: COFFEE BREAK

11:15- 12:05 PM: EQUITIES: ARE IMPACT MANAGERS THE NEW ACTIVIST MANAGERS?

How do leading equity portfolio managers optimize strategies to accomplish maximum social impact while achieving competitive financial returns?

Allyson McDonald, CEO, Work Capital
Matt Patsky, CEO, Trillium Asset Management
Dan Roarty, Chief Investment Officer, Thematic and Sustainable Equities, Alliance Bernstein
Pat Tomaino, Director of Socially Responsible Investing, Zevin Asset Management

12:10- 1:00 PM: MAKING AN IMPACT 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.

Robert Fernandez, Director of ESG Research, Breckinridge Capital Advisors
Eric Glass, Portfolio Manager, Fixed Income Impact Strategies, Alliance Bernstein
Bob Smith, President & CIO, Sage Advisory
Joan Trant, Managing Partner, TriLinc Global

1:00- 2:15 PM: LUNCH & EXHIBITS

1:10- 2:00 PM: BREAKOUT SESSIONS

ADVISING WOMEN & millennials ON IMPACT

Women and millennials are leading the demand for sustainable investment products. How are asset managers and advisors preparing to address their needs?

Christina Alfandary, Managing Director, Gabelli Asset Management
Kelly Coyne, Vice President, Pax Ellevate Management
Pamela Jacobs, Executive Managing Director, Impact Investing, Envestnet
Teresa Rodgers, Principal, Harp-Weaver LLC

ADVISING ON legacy & transition

Eileen Heisman, President/CEO, National Philanthropic Trust
Rebecca Meyer, Family Wealth Alignment, Consultant to Families & Their Advisors, Rebecca A. Meyer LLC
Jacqueline Valouch, Director, Head of Philanthropy, Deutsche Bank Wealth Management

2:15 - 3:05 PM: MEASURING IMPACT PERFORMANCE

Learn from some of the industry’s leading experts on new measurement standards, the direction that impact measurement is taking to reflect the needs of asset owners and managers, and M&E tools available to practitioners.

Patsy Doerr, Global Head of Corporate Responsibility, Sustainability, and Inclusion, Thomson Reuters
Jim Lumberg, Co-Founder, Executive Vice President, Envestnet
Jane Reisman, Founder and Senior Advisor ORS Impact, M&E Advisor to the Rockefeller Foundation
Brian Trelstad, Partner, Bridges Fund Management

3:10 - 4:00 PM: ADVISING AND EXECUTING

A discussion by experts on best practices in constructing and executing impact portfolios, highlighting useful research tools and educational resources.

Sonya Dreizler, Founder, Solutions with Sonya
Jeff Gitterman, Co-founding partner, Gitterman Wealth Management
Jack Meyercord, Head of Impact Investing, Portfolio Manager, Bienville Capital Management  
Abdur Nimeri, Senior Investment Strategist, Northern Trust Asset Management
Brandon Thomas, Co-Founder and CIO, Envestnet

4:05 - 4:45 PM: BEST PRACTICES: COMMITMENT TO IMPACT INVESTING

Hear a moderated panel of organizations with a dedicated mission to help clients and investors incorporate positive social impact into their portfolio performance.

David Bank, Editor & CEO, Impact Alpha
Anders Ferguson, Founding Principal, Veris Wealth Partners
Stephen Franco, Managing Director, Socially Innovative Investing, US Trust
Anna-Marie Wascher, CEO & Founding Partner, Flat World Partners

4:45-6:00 PM: EVENING RECEPTION HOSTED BY WHARTON SOCIAL IMPACT INITIATIVE

Friday, April 27

8:00- 9:15 AM: BREAKFAST, NETWORKING AND EXHIBITS

9:15 - 9:30 AM: WELCOME

Robert J. Caruso, Chairman, SOCAP Group 

9:30 - 10:00 AM: OPENING REMARKS

Be inspired by the tireless advocate who has created a successful model to break the cycle of homelessness in Philadelphia. Project HOME’s model has been replicated across the U.S. and is a shining example of a sustainable solution to one of the most persistent challenges of our times.

Sister Mary Scullion, Co-Founder and President, Project HOME

10-10:30 AM: PHILADELPHIA SPOTLIGHT: THE PHILADELPHIA FOUNDATION & THE REINVESTMENT FUND

The impact of intentionality on a community.

David Bank, Editor and CEO, Impact Alpha
Don Hinkle Brown, CEO, Reinvestment Fund
Pedro Ramos, President and CEO, The Philadelphia Foundation

10:35 - 11:15 AM: PHILADELPHIA CROSS-SECTOR COLLABORATION: PUBLIC AND PRIVATE PARTNERS WORKING TOGETHER

Hear from some of Philadelphia's leading experts on public/private partnerships and the joint impact they have on communities and neighborhoods.

Margaret Berger-BradleyDirector, Investment Partnerships, Ben Franklin Technology Partners
John Grady, President and CEO, PIDC
Emily Schapira, Executive Director, Philadelphia Energy Authority
Steven Wray, Vice President and Director, Econsult Solutions

11:15- 11:30: COFFEE BREAK 

11:30-12:20 PM: FIDUCIARY CONSIDERATIONS OF IMPACT INVESTING

How does impact investing fit into the fiduciary standards of an advisor, trustee or board member? Hear from leading practitioners and legal experts.

Casey Clark, Director of Sustainable & Impact Investing, Managing Director, Glenmede
John Coyne, Managing Director, CEO, Crystal View Partners
Amanda DiChello, Member, Cozen O'Connor

12:25 - 12:45 PM: NEW LOCALISM

Power is shifting in the world: downward from national governments and states to cities and metropolitan communities; horizontally from the public sector to networks of public, private and civic actors; and globally along circuits of capital, trade, and innovation. More about how this changing dynamic is affecting local economies.

Jeremy Nowak, Author of The New Localism: How Cities Can Thrive in the Age of Populism

12:45- 1:30 PM: LUNCH & EXHIBITS

1:30 - 2:15 PM: SPOTLIGHT ON IMPACT

Hear from NBA Hall of Famer, philanthropist, and investor. David Robinson and David Robinson Jr. about their journey from investors and philanthropists to impact investors. It is a classic example of investment firms embracing impact as a core business strategy.

Sidney Hargro, Executive Director, Philanthropy Network Greater Philadelphia
David Robinson, NBA Hall-of-Famer and Co-Founder, Admiral Capital Group
David Robinson JR., Social Impact, Admiral Capital Group

2:20 - 3:10 PM: PRIVATE EQUITY AND IMPACT

Leading private equity investors discuss how they achieve success in their portfolios and what additional due diligence and expertise is needed to successfully achieve social impact into their results.

Eric Chapman, Managing Principal, SustainVC
Catherine Griffin, Managing Director, Good Company Ventures
Chenkay Li, Vice President, Hamilton Lane
Daniel Pianko, Co-Founder & Managing Director, University Ventures
Greg Shell, Managing Director, Bain Capital Double Impact

3:15 - 4:05 PM: IMPACT IN REAL ESTATE

How environmentally progressive and socially responsible real estate projects achieve better returns, communities, and ecosystems.

Sharmain Matlock-Turner, President/CEO, Urban Affairs Coalition
Anthony Miles, Founder & Fund Manager, TPP Capital Management Group
Brian Murray, Principal and Founder, Shift Capital
Leslie Smallwood-Lewis, Co-Owner, Mosaic Development Partners

4:10 PM - 4:40: ACCELERATING PHILADELPHIA'S IMPACT MOMENTUM IN 2018 & BEYOND

In Philadelphia, cross-sector stakeholders are coming together in new ways to accelerate the region’s local impact economy. With sights on becoming a nationally-leading city for impact, join ImpactPHL as they launch their inaugural, 2018 Leaders Program. Hear from local leaders, investors, and innovators on Philadelphia's momentum, challenges and opportunities, why this work is so important, and what comes next to accelerate impact together. 

4:40 - 5:00 PM: CLOSING REMARKS