Home2019-06-24T14:00:52-04:00

ABOUT

The Impact Capitalism Summit is one of the largest convening of investors focused on maximizing impact and maximizing return.

With a thought-provoking and actionable agenda designed to facilitate peer-to-peer learning, the Summit’s program will encourage collaboration in a unique environment that promises to capture the imagination and inspire participation. Speakers include prominent family offices, institutional investors, as well as influential foundations, and will address the factors that are driving their impact investment decision-making in 2019 and beyond.

WHO IS ATTENDING?

Family Offices, Foundations, Institutional Investors,
Wealth Advisors & Asset Managers

SPEAKERS

Dr. Lisette Cooper
Athena Capital Advisors
Founder & Chief Investment Officer

Nancy Pfund
DBL Partners
Founder, Managing Partner

Kelly Williams
PEWIN
Chair and Co-CEO

Tom Burton
Mintz
Member/Chair, Energy and Sustainability Practice

Iain Silverthorne
Evercore Wealth Management LLC
Partner

Kate Huntington
Athena Capital Advisors
Managing Director

Andrew Siwo
Colonial Consulting
Investment Director, Head of Mission Related Investments

Jeff Scheer
Pathstone
Director

Jessica Matthews
J.P. Morgan
Global Head of Sustainable Investing

Jules Pulda
Ballentine Partners LLC
Impact Analyst

John Mannix
Baldwin Brothers
CEO

James Cornell
Fiduciary Wealth Partners
Managing Partner

Amy Francetic
Energize Ventures
Managing Director

Michael Greenwald
Tiedemann Advisors
Senior Vice President

Elise Liberto
Brown Advisory
Private Equity Analyst

Lisa Hagerman
DBL Partners
Director of Programs

Tracy Kartye
The Annie E. Casey Foundation
Director, Social Investments

Jennifer Leonard
Cornerstone Capital Group
Executive Director, Asset Manager Due Diligence

Tom Mitchell
Cambridge Associates
Managing Director

Ben Stone
Mintz
Corporate Attorney, Impact Capital & Social Innovation

Mark Berryman
Caprock
Managing Director, Impact Investments

Rilwan Meeran
Flat World Partner
Managing Director, AIP

Christopher Hunter
IWP Family Office
Managing Director & Chief Legal Officer

Alex Lamb
New Summit Investments
Partner & Managing Director

David Erickson
Ascension Investment Management
Chief Investment Officer

Tania Carnegie
KPMG
Leader and Chief Catalyst, Impact Ventures

Gerhard Pries
Sarona Asset Management
CEO

Hugh Wrigley
Global Endowment Management
Co-Founder, Partner

Vipul Bhagat
IFC (World Bank)
Global Client Leader & CIO

Gunnar Lovelace
Good Money
Founder & CEO

Tanya Barnes
Blackstone Impact
Managing Director

J.D. Dell
Big Path Capital
Managing Director & Partner

Todd Boudreau
Morrison Foerster
Partner

Alisa Wood
KKR
Member, Client and Partner Group

Ken Mehlman
KKR
Member & Global Head of Public Affairs

Nathan Taft
Jonathan Rose Companies
Managing Director of Acquisitions

Deborah Spalding
Commonfund
Co-Deputy CIO & Managing Director

Sara Zulkosky
Greenspring Associates
Venture Partner

Megan Starr
The Carlyle Group
Principal & Head of Impact

Praveen Sahay
WAVE Equity Partners
Founder & Managing Director

Jennifer Wong
Glenmede
Analyst, Private Investments

SPONSORS

KKR
Bain Double Impact
Mintz
Morrison Foerster
Sarona Asset Management

 For more information, please download our Sponsorship Brochure here. Please contact Melissa@BigPathCapital.com with sponsorship inquiries.

AGENDA

11:30 AMEvent Registration
11:30 AMLunch
12:20 PMOpening Address: Welcome to Nantucket
12:30 PMWelcome from Big Path Capital
12:40 PMKeynote Address | Dr. Lisette Cooper, Athena Capital
1:05 PMPanel: Traditional Entrants, Their Views & Influence on Impact Investing

  • What type of traditional firms are entering the space?
  • How is this influencing the space?
  • What new strategies are they bringing?

 

1:55 PMPanel: State of Market: What are clients looking for?

  • What impact themes are resonating for clients?
  • What are the current dynamics shaping clients’ interests?
  • What new strategies are clients looking for?
  • What is the state of the quality and quantity of the impact investment opportunities?
2:40 PMNetworking Break
3:05 PMLightning Talk: The New Economy & New Models of Finance
Gunnar Lovelace has a knack for disrupting markets. Hear about the massive change coming in banking and financial services by making all customers owners for the first time in history.
3:25 PMPanel: No Longer “Alternative”: Building a Diverse Impact Theme Portfolio Through Private Equity

  • What are the advantages and disadvantages of private equity?
  • How should an investor think about asset allocation, company stage, and return?
  • What impact themes are covered in private equity?
4:10 PMFunds: Impact in Action (5 rotations, 10 minutes each)
5:10 PMClosing Remarks
5:30 PMCocktail Reception @ Great Harbor Yacht Club
7:00 PMClambake Dinner  @ Great Harbor Yacht Club
7:30 PMBeachside Chat: Tipping the Scale – Who, When, How?
8:00 AMBreakfast
8:40 AMWelcome from Big Path Capital
8:45 AMImpact in Action
This session includes small group discussions with pre-screened private equity funds, companies, and investment strategies across various impact themes. Come see this cross-section of dynamic investment opportunities that are representative of what is happening in the impact investing sector.

9:40 AMNetworking Break
10:00 AMPanel: Higher Learning & Higher Power: What is their current role in impact investing?

  • What are the current investing dynamics in these two progressive sectors?
  • Are they leading or lagging?
  • How important and what role do they play in scaling impact?
10:45 AMPanel: Impact investing in 2019: hyperbole or REAL?
Over the past decade, impact investing has reached new heights evidenced by new entrants from LPs to new impact funds and impact fund of funds. Do we now run the risk that wolves in sheep’s clothing could turn the clock back? This panel will examine what it really means to be an impact investor – how do you go beyond the numbers to create REAL impact for investees, LPs, and society?
11:35 AMLunch
1:10 PMFireside Chat with KKR
2:00 PMPanel: Impact Advisor, Lead, Follow, or Get Out of the Way!
2:50 PMPanel: Direct Deals: the Good, the Bad, and the Reality

  • Why do directs?
  • What are the key requirements to be successful?
  • What are the varying approaches to doing directs?
3:45 PMClosing Reception
3:45 PMClosing Cocktail Reception sponsored by Hamilton Lane

REGISTRATION

Early Bird (before 6/8/19): $1,195
Regular (6/9/2019 – 6/23/2019): $1,295
Last Chance (6/24/19 – 7/17/19 ): $1,495

WHERE

The Nantucket Hotel & Resort
77 Easton St
Nantucket, MA, 02554
United States

EDUCATION

Click on cover to download and to access back copies of SmarterMoney Review.

OTHER EVENTS BY BIG PATH CAPITAL

CONTACT US

Attendee?  Potential Sponsor?  Questions?  Get in touch.