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
Jessica A. Cook
Jessica A. Cook is the Managing Director of Business Development. She manages all client relationships and has 18 years of investment industry experience.
Prior to joining Ascension Investment Management in 2012, Ms. Cook was Managing Director of Business Development at Stark Investments, a global multi-strategy hedge fund based in Milwaukee, Wisconsin. At Stark, she managed institutional, including faith-based, client relationships across multiple hedge funds. Prior to her time at Stark, Ms. Cook was an equity research analyst at Strong Capital Management, a mutual fund company based in Milwaukee, Wisconsin, where she was responsible for media, telecom, advertising and internet commerce securities with a team that managed approximately $10 billion in assets.
Ms. Cook holds a bachelor’s degree in Finance from the University of Wisconsin-La Crosse.
David E. Erickson, CFA
David E. Erickson, CFA, is the Chief Investment Officer. He is responsible for overseeing the administration, management and coordination of all investments, totaling approximately $36 billion, and has 28 years of investment industry experience.
Prior to joining Ascension Investment Management in 2009, he served as Chief Investment Officer at the University of Wisconsin Foundation, Madison, Wisconsin, where he supervised an investment team that managed more than $2.2 billion in assets. He previously served as Vice President and Investment Strategist for Strong Capital Management in Wisconsin, and in leadership roles with PNC Bank/PNC Capital Markets in Pennsylvania, Chemical Bank in New York, and Firstar Bank in Wisconsin.
Mr. Erickson holds a bachelor’s degree in economics from Wheaton College, Wheaton, Illinois. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis.
He serves as a board member of the Henry J. Predolin Foundation, a family foundation supporting education, medical research and the homeless.
Alex Lamb
Christopher Hunter
Chris Hunter is Managing Director and Chief Legal Officer at IWP Family Office. IWP is a comprehensive multi-family office serving families across the country from varied backgrounds—entrepreneurs, technology pioneers, real estate and financial professionals, athletes, and industry leaders.
Chris is an executive leader with over 20 years’ diversified experience across industries and sectors. He previously served as a federal prosecutor with the United States Department of Justice, Criminal Division, Fraud Section and with the United States Attorney’s Office for the Southern District of Florida. Chris also served as an agent with the FBI. In addition to his service with the Justice Department, Chris led a compliance department business unit for a Fortune 500 health insurance company, was a member of an enterprise compliance team for a leading global financial services corporation, and counseled businesses and executives while in private practice at national law firms. Chris has served as an Adjunct Professor of Law at Stetson University College of Law and an Adjunct Professor at the University of Tampa. Chris graduated from Boston College and Boston College Law School where he was Editor-in-Chief of the Boston College Environmental Affairs Law Review.
Chris is a nonresident Senior Fellow at the Atlantic Council, Scowcroft Center for Strategy and Security.
Rilwan Meeran
Rilwan Meeran, is the Managing Director of Flat World Partner’s Alternative Investment Platform. Rilwan has 17 years of private equity, investment banking, and operations experience, principally in emerging and frontier markets. Prior to Flat World Partners, Rilwan was CIO of the Emerging Media Opportunity Fund. Prior to that he spent two years in an operating role for a portfolio of technology companies, assisting their growth globally. He has executed private equity transactions in the United States, Latin America, Asia, the Middle East and Turkey. Rilwan has worked with Leopard Capital, Swicorp, Finstar Global Partners, Edison Venture Fund, and started his career with UBS. He has been profiled in a private equity textbook and has taught private equity and due diligence at several universities. Rilwan holds an MBA from the University of Chicago’s Booth School of Business and a BBA from the University of Massachusetts at Amherst. He speaks English and Spanish.
Mark Berryman
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 large foundation clients. Mark has 18 years of experience in impact investing and emerging markets finance. Prior to joining Caprock, Mark spent 10 years as a Lead Investment Officer with the International Finance Corporation (IFC) of the World Bank Group where he focused on investing in financial institutions and funds (private equity, venture capital, and private debt) operating in emerging markets. While at the IFC, he was field-based in Turkey, China, Mali, and Washington DC. Mark also led Deutsche Bank’s Global Social Investment Funds Group launching and managing global structured debt funds for financial inclusion and social enterprises. Mark began his career two decades ago as a three-year Peace Corps Volunteer in Mali, West Africa, and has held other positions at eBay, the Multi-lateral Investment Guarantee Agency (MIGA), and the Microfinance Information Exchange. Mark holds an MBA and Masters in International Affairs from Georgetown University and BA in Accounting from the University of Colorado, Boulder. He speaks French and is conversational in two native African dialects.
Ben Stone
As a former founder, CEO, COO, general counsel, litigator and marketing director, Ben brings unique experience and perspective to his legal practice. Ben helps entrepreneurs, investors, and companies in a variety of industries—particularly clean energy and technology—grow profitable businesses and have a positive impact on the world. Ben has closed hundreds of millions of dollars of venture capital and debt financings, acquisitions, and securities offerings. He also advises executives, shareholders and boards of directors on business and legal strategy and serves as outside general counsel to a number of start-ups. Ben has contributed to the public dialogue about entrepreneurship and social innovation through more than 100 speaking engagements at a variety of venues.
Prior to joining Mintz, Ben served as Managing Director & General Counsel of MCE Social Capital, an investment firm that finances businesses concentrating on clean energy, sustainable agriculture, and financial inclusion in more than 35 countries across four continents.
Prior to MCE Social Capital, Ben served as Director of Start-Up Development at American Express, where he led a team creating initiatives to fuel high-growth entrepreneurship in the United States.
Prior to American Express, Ben helped start Indego Africa, a lifestyle brand and social venture that provides thousands of female entrepreneurs in Rwanda and Ghana with access to global markets and business education. In 2010, Harvard Business School published a case study about Indego Africa and Ben’s leadership as COO & General Counsel and then CEO.
Ben started his career as a litigation attorney with an international law firm in New York City, where he represented corporations and individuals in major business disputes and government investigations.
Ben also currently serves as pro bono general counsel of the Arthur C. Clarke Foundation and as a venture partner at NextGen Venture Partners Align, a venture fund focused on the growth of early-stage companies aligning sustainability with performance. Ben also previously served as a term member on the Council on Foreign Relations and founded Dollar a Day—a web platform for people to discover and support small nonprofits—with the founder of Kickstarter.
Ben earned his JD at New York University School of Law and his BA from Washington University in St. Louis. He also completed the Executive Program in Social Entrepreneurship at Stanford’s Graduate School of Business.
Tom Mitchell
Tom is a Managing Director of Cambridge Associates, based in Arlington, VA, where he advises institutions and families and builds investment portfolios designed to meet financial and impact objectives. He is a founding member of Cambridge’s Mission-Related Investing (MRI) Group, a talented team that partners with clients to support our most collectively important priorities: our communities, our environment, and our social compact. Beyond portfolio management, Tom engages in manager diligence, market research, and learning from the larger community of impact investors. Previously, Tom was an analyst with Agora Partnerships, an impact venture group in Central America, and consulted to the World Bank while living in Brazil. Earlier, Tom spent four years as the Director of Program Development for the nonprofit, KaBOOM!. Additionally, he helped launch the ZOOB play system, served two years as a Team Leader in AmeriCorps NCCC, and began his career in technology marketing in Silicon Valley. Tom earned an MBA from Duke University, a Master of Regional Planning (MRP) from UNC Chapel Hill, and a BA from Stanford University.
Jennifer Leonard
Jennifer Leonard is Executive Director, Asset Manager Due Diligence at Cornerstone Capital Group. In a career spanning microfinance, institutional financial services and impact investing, Jennifer has developed a unique skill-set in working to deploy capital for social and financial returns. Previously, she was vice president of impact investing at The CAPROCK Group, where she co-led the firm’s impact practice and helped clients build customized, impact-mandated portfolios. From 2009-13, she was a Latin America equity research analyst at Morgan Stanley following the telecommunications, media and technology sectors. Prior to that, she launched the initial version of a microfinance equity fund at Women’s World Banking. From 2005-07, Jennifer served as CFO of SKS Microfinance, one of the largest microfinance institutions in India. She began her business career at Merrill Lynch in equity research focused on the US Wireline Telecom Services sector.
Jennifer holds an MBA in Finance from the Wharton School at the University of Pennsylvania, an MA in International Studies from the Lauder Institute at the University of Pennsylvania, and a BA in Economics from Boston University. She is a CFA charterholder.
Tracy Kartye
As Director of Social Investments, Tracy Kartye leads the Annie E. Casey Foundation’s social investment portfolio. Casey has allocated 4% of its endowment to investments that achieve financial returns as well as a social returns that build brighter futures for children in the United States. In her tenure at Casey, Tracy has invested more than $150 million in projects and nonprofit organizations across the country. These investments have leveraged more than $1 billion for thousands of new jobs, affordable housing units and community facilities. Tracy sits on the boards of Episcopal Housing Corporation and Healthy Neighborhoods in Baltimore. She is a graduate of Hendrix College and the Robert F. Wagner Graduate School of Public Service at New York University.
Lisa Hagerman
Lisa Hagerman, Ph.D., is the Director of Programs at DBL Partners, a double bottom line venture capital firm whose goal is to combine top-tier financial returns with meaningful social, environmental and economic returns in the regions and sectors in which it invests. Lisa joined DBL in 2011 and leads the strategy and implementation of double bottom line practices working with DBL’s portfolio companies across workforce development, environmental stewardship, community engagement, and public policy initiatives.
Lisa was previously the Director of More for Mission at the Harvard Kennedy School, a research and advocacy initiative promoting mission investing, in which she built a network of over 90 foundations representing over $38 billion in total assets. In May of 2012, More for Mission merged with PRI Makers to form Mission Investors Exchange. Prior to her role at More for Mission, Lisa completed her doctorate in economic geography at Oxford University on Public Pension Fund Investment in Urban Revitalization, a project supported by the Ford and Rockefeller Foundations. She was previously a Vice President at Economic Innovation International. In addition, Lisa has ten years of banking experience, three of which were with Wells Fargo Bank in Government Relations where she worked with the Bank’s community development department. She worked at Citibank for seven years in the Latin American Marketing Division. Lisa received her B.A. from Bucknell University and her M.A. in political science from the University of North Carolina at Chapel Hill.
Elise Liberto
Elise is a private equity analyst at Brown Advisory, a global investment firm with over $70 billion of assets under management and offices in several locations including Austin, Baltimore, Boston, London, New York City and Washington, DC. Elise is responsible for sourcing and performing due diligence on fund managers operating within the private equity, venture capital, private credit and real estate sectors. Elise also is a core member of Brown Advisory’s Sustainable Development Team, a group committed to helping the firm reach sustainable investment goals across all asset classes. In particular, Elise leads Brown Advisory’s impact and sustainable investing efforts within the private markets, including the development of a new platform focused on place-based investments called Blueprint Local.
Michael Greenwald
Michael is responsible for working with clients and prospective clients and is a member of the firm’s business development strategy team.
Prior to joining Tiedemann in 2017, Michael worked in senior diplomatic roles within the U.S. government, serving as a financial diplomat in Africa, Europe, and the Middle East spanning the tenures of U.S. Treasury Secretaries Geithner, Lew and Mnuchin. Most recently, Michael served as the first United States Treasury Attaché appointed to Qatar and Kuwait and opened the Treasury Department’s office in Doha, Qatar in August 2015. Prior to that role, Michael served as the United States Treasury Policy Advisor for Europe. In this role, he was appointed as the head of the United States Delegation to the Committee of Experts on the Evaluation of Anti-Money Laundering Measures and the Financing of Terrorism before the Council of Europe in Strasbourg, France. Michael has also served in a variety of roles in the U.S. Intelligence Community and in the Office of General Counsel at the U.S. Treasury working closely with the National Security Council at the White House working on issues related to countering ISIS, Al-Qaeda, Iran, Ukraine/Russia, Syria, and North Korea.
He is a frequent speaker on international security, the Middle East and illicit finance issues. Past speaking engagements include lectures at The Council on Foreign Relations, The Aspen Institute, The Atlantic Council, Harvard University, Yale Law School, Stanford, Columbia University, Johns Hopkins University and Northwestern Business School in Doha.
Certifications and memberships include:
- Visiting Fellow, Harvard Kennedy School’s Belfer Center for Science and International Affairs
- Adjunct Professor, Boston University Pardee School of Global Studies
- Member, Atlantic Council
- Chairman Emeritus, United States Holocaust Memorial Museum Next Generation Board
- Member, Dana Farber Cancer Institute
- National Board Member and Chairman of the Finance Committee, Susan G. Komen Foundation
- Board Member, Public Private Partnership for Justice Reform in Afghanistan
- Board Member, Halo Maritime Defense Systems
- Board Member, Aspen Institute Vanguard Society of Fellows
- Member, Concordia
Michael earned a Juris Doctor degree from Boston University School of Law, a Master of Arts from Boston University’s Frederick S. Pardee School of Global Studies, and a Bachelor of Arts in History from George Washington University. Originally from Brookline, Massachusetts, Michael resides in Washington, DC, and Palm Beach, Florida.
Amy Francetic
Amy oversees the Fund’s investment activities and operations. Her career spans over 20 years of high technology entrepreneurship, private equity, and research. Prior to the Fund, she served as co-founder and CEO of technology accelerator Clean Energy Trust which has invested in dozens of early-stage clean energy companies across the Midwestern US. Amy also held roles at private equity firm MVC Capital and Stanford Research Institute. Earlier in her career, she was co-founder and CEO of a tech company that she sold to Lego Systems.
Amy serves on Advisory Boards for the WISER Institute at the Illinois Institute of Technology, Northwestern University and the Museum of Science and Industry. In 2014, she was awarded the Corporate Citizen of the Year Award from the Executives’ Club of Chicago, and Leading Woman in Technology from the Illinois Technology Association. She has a BA from Stanford University.
Amy currently sits on the Board of Directors for Aquilon, SparkCognition and Aurora Solar.
Lisette Cooper
Lisette Cooper is the founder of Athena Capital Advisors, an investment advisory firm serving private clients, foundations, and endowments. Lisette guides the strategic direction of Athena and leads the firm’s investment committee. She has led Athena Capital to be consistently recognized as one of the leading wealth management firms in the country and has established Athena as an award-winning leader in the field of impact investing. Lisette earned her PhD from Harvard University and bachelor’s degree from Wesleyan University.
Prior to founding Athena, Lisette served as manager of consulting services for Barra Inc., now MSCI Barra. She and her team specialized in modeling risk and developing investment solutions for institutional investors. She spent five years as a senior strategist at Merrill Lynch, where she analyzed, designed, and marketed innovative securities to money managers, banks, and pension funds. Lisette also has extensive experience in the hedge fund industry.
Lisette is a Chartered Financial Analyst (CFA) Charterholder and co-author of “Investing in Gender Equality: A practitioner’s perspective on gender lens investing and the construction of gender inclusive investment portfolios” (January 2018) and “Social Finance and the Postmodern Portfolio: Theory & Practice,” Journal of Wealth Management (Spring 2016). She was named a 2017 “Women to Watch” honoree by InvesmentNews. Lisette is a former expert in residence of the Harvard Innovation Lab and serves as a council member of the Harvard Graduate School of Arts and Sciences. She is a board member of Boston Youth Sanctuary, the Mind & Life Institute, and The Garrison Institute.
Iain Silverthorne
Iain is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management. He is a member of the firm’s Investment Policy Committee and a member of the firm’s investment decision-making body, the Asset Allocation Committee. Additionally, he is a member of the External Manager Selection Committee, which is responsible for the selection, due diligence and monitoring of all third-party investment managers. In this capacity, he is primarily responsible for conducting research and due diligence on passive and “smart-beta” investment vehicles, as well as on socially responsible and impact investing.
Prior to joining Evercore in 2009, Iain was a senior vice president at U.S. Trust, advising clients on financial planning issues, including tax efficient asset allocation and investment strategies, estate and wealth transfer planning, liability analysis, and cash flow planning.
Iain received a B.A. from San Francisco State University and an M.B.A. from the Graziadio School of Business at Pepperdine University. He serves on the finance committee and is a board member of the Napa Valley Community Foundation.
Nancy Pfund
Nancy E. Pfund is Founder and Managing Partner of DBL Partners, a venture capital firm whose goal is to combine top-tier financial returns with meaningful social, economic and environmental returns in the regions and sectors in which it invests. As a leading player in impact investing, DBL has helped to reveal the power of venture capital to promote social change and environmental improvement, and Ms. Pfund writes and speaks frequently on the field of impact investing. She sponsors or sits on the board of directors of several companies, including; Farmers Business Network, The Muse, Advanced Microgrid Solutions, Zola Electric, Primus Power, and, prior to their public offerings, Tesla Motors and Pandora. She also served on the board of SolarCity, and was on both the audit and compensation committees, and also chair of the corporate governance committeefrom 2008 until its acquisition by Tesla in December 2016. Ms. Pfund was a recipient of The Commonwealth Club 2018 Distinguished Citizen Award; and Earth Day Network 2018 Climate Visionary Award. She was also featured #17 in the 2014 FORTUNE Inaugural World’s Top 25 Eco-Innovators; and appeared on Fast Company’s 2016 List of Most Creative People in Business. Ms. Pfund serves as a member of the Board of Trustees of the National Geographic Society, as a member and former chair of the Advisory Council of the Bill Lane Center for the American West at Stanford University; an advisor for the UC Davis Center for Energy Efficiency; and co-chairs the Yale School of Management Program on Entrepreneurship. She has been a Lecturer in Management at the Stanford Graduate School of Business and the Yale School of Management; and is a C3E Ambassador to the U.S. Clean Energy Education and Empowerment Program, led by the U.S. Department of Energy. She is also a founding officer and director of ABC2, a foundation aimed at accelerating a cure for brain cancer. Ms. Pfund received her BA and MA in anthropology from Stanford University, and her MBA from the Yale School of Management.
Kate Huntington
As Managing Director, Kate focuses on private equity and private real estate investments and is co-head of Athena’s research and manager selection team.
Kate previously worked as a Consulting Associate at Cambridge Associates where she supported consultants in managing, advising on, and reporting on a variety of institutional clients’ investment portfolios. Kate started her career as a Research Analyst at Stonebridge Associates, a real estate investment and advisory firm, and then transitioned to economic consulting with both Capital Economics and LECG, where she was an Economist/Consultant providing economic analysis and market research to support high-profile anti-trust litigation. She has also worked in the global equity research group at Fiduciary Trust.
Master of Business Administration from Yale School of Management
Bachelor of Arts in Economics from University of Virginia
Tom Burton
Tom Burton serves as Chair of the Mintz Energy & Sustainability Practice. As the creator of one of the nation’s first clean energy legal practices, his zeal for innovation and passion for energy and sustainability have shaped the clean energy industry. Clients ranging from investors to entrepreneurs to Fortune 100 companies rely on him for creative and strategic legal solutions, and he has completed hundreds of venture capital and private equity financings, mergers and acquisitions, and IPOs. In addition, he devotes a portion of his practice to counseling social enterprise companies, impact investors, and nonprofit companies. Under Tom’s leadership, the firm’s Energy & Sustainability Practice has completed more than 500 transactions across energy sectors totaling over $8.5 billion since 2006. The Northeast Clean Energy Council (NECEC) recognized his pioneering role in the Northeast with a Decade of Influence award for being one of the eight top clean energy industry leaders.
Tom’s global practice focuses on complex corporate finance matters for companies in the energy and clean technology, social media, life sciences, and software industries. On the corporate and securities side, Tom has served as counsel in the structuring and completion of over 400 venture capital and private equity financings, representing both the funds providing the capital and the emerging growth companies seeking funding. His work in this area has raised billions of dollars. He also organizes venture capital funds and represents them in their portfolio investments. Tom routinely counsels businesses on their growth and development, advises their boards of directors on corporate governance matters, and participates in an array of transactions. He is ranked by Best Lawyers in America in the Corporate Law section, and he has been recognized by The Legal 500 United States as “rising to the fore” in energy technology for Venture Capital and Emerging Companies.
Tom earned his JD at Boston College Law School, where he was inducted into The Order of the Coif. He currently serves on the Boston College Law School Alumni Board, and was President in 2016. Tom received his BA from Boston College.
Andrew Siwo
Andrew Siwo is an Investment Director and Head of Mission Related Investments at Colonial Consulting, an investment consultancy to leading foundations and endowments. The firm has over $35 billion in assets under advisement. Prior to joining Colonial Consulting, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of ImpactBase, the largest platform of impact investment funds worldwide, which he grew by $10 bn and approved more than 100 new impact funds/products targeting a financial and social/environmental return. He also educated and fostered institutional investors seeking exposure to socially/environmentally responsible investment portfolios.
Prior to joining the GIIN, Andrew spent five years in the investment banking division at JP Morgan–most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate. He also held roles on the Rates Desk executing fixed income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations.
Before JP Morgan, Andrew was a member of the Corporate Finance and Real Estate Strategy Group at Victoria’s Secret leading project finance initiatives. He began his career at E*Trade Financial managing a team of investment representatives serving active traders and high net-worth, self-directed investors. Andrew completed an MPA in Finance and Fiscal Policy at Cornell University and holds BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses.
Jeffrey Scheer
Jeff, a Director and Partner of the firm, develops portfolio advice and handles day-to-day client-related operations for several high net worth individuals and non-profit clients. Jeff is a member of the firm’s Alternatives and Impact Investing Committees. He is a CFA® charterholder and a member of the CFA Society Boston.
Jeff is a member of the Board of Directors for Casa Myrna. Casa Myrna is Boston’s largest provider of domestic violence awareness efforts and of shelter and supportive services to survivors. He is also a member of the Investment Committee for the Fair Food Fund, which provides financing and business assistance to good food enterprises that connect small and mid-size farms with consumers hungry for local, sustainably grown food.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society.
Jeff’s prior experience includes the role of Senior Client Advisor at Federal Street Advisors. Jeff currently lives in South Boston with his wife, Estefanía, son, Gabriel, and dog, Maeve.
Jules Pulda
Jules is an Impact Analyst on the investment team at Ballentine Partners, an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. She has an instrumental role in helping identify impact opportunities by conducting market research and providing recommendations to the investment team. She finds great joy in helping families align their social values with impact-focused investment opportunities.
Jules earned a Master of Arts in Law and Diplomacy (MALD) in 2018 from the Fletcher School of Law and Diplomacy at Tufts University. While attending Fletcher, she spent her final semester at the Tuck School of Business at Dartmouth College. Her master’s thesis, “The Case for SDG Investing: A Portfolio Building Exercise” focused on integrating the UN Sustainable Development Goals into financial strategies. Jules graduated magna cum laude from the University of Massachusetts, Amherst with a Bachelor of Science in Biology and spent one year at the University of Cape Town in South Africa.
Prior to graduate school, Jules lived in Tel Aviv, Israel for six years. She worked with the UN Refugee Agency and the International Organization for Migration on refugee and asylum seeker programming in the Middle East. Jules loves to travel and spends her free time outdoors.
John Mannix
John Mannix is the Chief Executive Officer at Baldwin Brothers, a wealth management firm founded in 1974 with offices in Marion, MA and San Francisco, CA. John is responsible for the strategic direction and leadership of Baldwin Brothers, bringing over 25 years of experience to this role which he assumed in 2015. John is also a Principal at New Summit Investments, a manager of Impact Investment Strategies of which Baldwin is a joint venture partner. John began his career at Fidelity Investments and held senior leadership positions at Scudder Kemper Investments, Rydex Investments and Newfound Research. He was also the cofounder of Oakmont Partners, a wealth management and venture investment firm. A graduate of Syracuse University, John is a member of Pershing’s Advisor Council and is active on several non-profit boards, including Nativity Preparatory School, the New Bedford Symphony and the Marion Institute.
James Cornell
Jamie Cornell is Managing Partner of Fiduciary Wealth Partners, a private family office and consultant to family offices and family owned businesses. Mr. Cornell is a seventh-generation owner of Cornell Enterprises, one of the largest commercial door makers in North America. The company was founded in 1828, became the largest iron works in the U.S., and was responsible for the construction of many of the largest buildings in New York City. The Cornell family has been actively involved in New York non-profit organizations including the Central Park Conservancy, constructing of many of the decorative bridges, iron gates and fences in Central Park.
Mr. Cornell graduated from The Lawrenceville School, University of North Carolina at Chapel Hill, completed Fidelity’s sponsored Owner-President-Manager Program at Harvard Business School. He also attended Harvard’s Kennedy School Program for Investment Executives. Mr. Cornell has successfully started three venture backed companies, two have been sold. He spent eleven years at Fidelity in Fidelity Capital & Fidelity Ventures where he served as CEO of Fidelity owned businesses, including Fidelity Portfolio Advisory Services, an investment advisory business, which grew to 500 employees and $25 billion in assets under management. Mr. Cornell served in leadership roles as President of Fidelity Private Wealth Management, Fidelity Personal Trust Company and Fidelity Estate & Financial Planning Groups.
Mr. Cornell has been an active not-for-profit board member including the Emerald Necklace Conservancy, The Charlesgate Alliance, The Nature Conservancy, UNC – Chapel Hill, Outward Bound, Rhode Island School of Design and Newport Art Museum. Today, Mr. Cornell serves on ten for-profit boards including private equity backed companies, family businesses and family offices and advises families on governance, succession planning, acquisitions and private equity.
Mr. Cornell has been an active member of Young Presidents’ Organization since 2002 and is a member of YPO New England and Jackson Hole Chapters. He was elected Chair of the YPO Family Office Group, a private peer-to-peer network of large single-family offices. Mr. Cornell served as Chair of Tiger 21 from 2014 to 2018 and in November 2018 Mr. Cornell served as the Chair of the North America Family Office Conference.
Mr. Cornell and his wife, Stephanie, are outdoor lovers, art collectors and philanthropists. They live in Boston’s Back Bay with five daughters and one son. Stephanie is a leading philanthropist and co-founder of Strategic Grant Partners, a leading philanthropic advisory firm, and today is Managing Director of the Draper Richards Kaplan Foundation, a venture philanthropy fund for high impact social organizations. She has served on numerous Boards including Partners-in-Health, WGBH, Year Up, Share our Strength, Clean Energy Trust, D-Rev, City Health Works, Upstream, Lava Mae, Strong Minds and Y2Y Harvard Square, among others.
SPONSORS
For more information, please download our Sponsorship Brochure here. Please contact Melissa@BigPathCapital.com with sponsorship inquiries.
AGENDA
Wednesday, July 17
12:00 PM – Event Registration
12:00 PM – Lunch
12:50 PM – Opening Welcome
1:00 PM – Welcome from Big Path Capital
1:15 PM – Keynote Address
1:30 PM – Roundtable Discussion
2:20 PM – TED Talk
2:40 PM – Roundtable Discussion
3:35 PM – Networking Break
4:00 PM – TED Talk
4:20 PM – Roundtable Discussion
5:10 PM – Closing Remarks
5:20 PM – Cocktail Reception
6:30 PM – Dinner
7:30 PM – Beachside Chat
Thursday, July 18
8:00 AM – Breakfast
8:35 AM – Welcome from Big Path Capital
9:00 AM – Keynote Address
9:25 AM – Lightning Talk
9:40 AM – Impact in Action
11:05 AM – Lightning Talk
11:15 AM – Roundtable Discussion
12:10 PM – Lunch
12:20 PM – Keynote Address
1:00 PM – Lightning Talk
1:20 PM – Roundtable Discussion
2:10 PM – Lightning Talk
2:25 PM – Roundtable Discussion
3:30 PM – Closing Remarks by Big Path
4:15 PM – Closing Reception
REGISTRATION
Early Bird (before 5/12/19): $1,195
Regular (5/13/2019 – 6/23/2019): $1,295
Last Chance (6/24/19 – 7/17/19 ): $1,495
Jennifer Kenning
As the CEO of Align, Jennifer leads client relationships and strategic direction of the Align team. A frequent speaker, moderator, and guest lecturer, Jennifer is committed to building the impact investing ecosystem while leading Align. Prior to co-founding Align, Jennifer was the Director of Wealth Management and a member of the Board of Directors at Aspiriant, one of the largest family-office-style registered investment advisor firms in the country. Jennifer was named on the “40 under 40” list by Investment News in 2014, selected for Private Asset Management’s “50 Most Influential Women in Private Wealth” in 2016, and chosen as Investment News Icon and Innovator in 2017.
Jennifer serves as the Senior Investment Advisor for Impact Asset’s Annual IA 50 Impact Investing Fund Review Committee and sits on the industry advisory board of a joint project on investing in women organized by the Center for High Impact Philanthropy, the Wharton Social Impact Initiative, and the Tara Health Foundation.
Tamara Larsen
Ms. Larsen is a Director in Perella Weinberg Partners’ Asset Management business. In this role, Ms. Larsen is responsible for co-leading the Mission-Aligned Investment practice of the firm. She is also a member of the Agility private investments team and Investment Committee.
Ms. Larsen has more than 18 years of investment experience. Prior to joining Perella Weinberg Partners, Ms. Larsen was at Russell Investments from 2008 to 2017, where she most recently served as Head of Private Markets Research, responsible for leading the investment selection and due diligence for various private capital investment strategies, including energy, infrastructure, private equity / debt, and real estate; she was also portfolio manager for a mission-aligned mandate focused on the healthcare, climate change mitigation, and financial inclusion sectors. She was a voting member of the Russell Investments Alternatives Subcommittee, which governed all client investment recommendations for hedge funds, private markets and listed real assets. She was previously a Senior Vice President of Centerline Capital Group, where she was a portfolio manager and acquisitions officer for a real estate investment joint venture with California Public Employees’ Retirement System (“CalPERS”). Prior to that, Ms. Larsen held acquisitions roles at Lehman Brothers and boutique real estate investment manager Thor Equities. Ms. Larsen began her career as an Analyst at J.P. Morgan Asset Management.
Ms. Larsen earned a MSc in Real Estate Development from the Massachusetts Institute of Technology and a B.A. in Economics from Smith College. She serves on the boards of Colorado Public Television (CPT12) and a renewable energy venture focused on Sub-Saharan Africa.
Thomas Knowles
Mr. Thomas Knowles serves as an Advisor at Buckhill Capital LP since 2018. He is a Managing Partner and Partner at Gratitude Railroad. He serves as a General Partner at Builders Fund. Prior to GRR, he led corporate development and strategy at Backcountry, and Liveperson. He also spent five years in investing roles with SVB Capital. He holds BSc Economics from Santa Clara University in 2003 to 2007.
Amer Vohora
Amer provides holistic values-based advice on the client wealth and strategic investment consulting to VALUEworks’ key clients on their banking and private equity investments.
Prior to joining VALUEworks, Amer spent over five years at Rothschild Bank serving international clients with a focus on entrepreneurs and global families. He originally moved to Zurich in 2010 to join a multi-family office where he was responsible for all merchant banking. Amer started his career in London, where for almost a decade he was advising entrepreneurs and family businesses on private equity and M&A at First Capital and direct investments at First Ventures.
Amer studied Manufacturing and Management at Cambridge University as post-graduate and earned a Bachelor of Engineering and Bachelor of Commerce with Japanese from Birmingham University, which included a year on scholarship to Japan. He holds a Diploma in Accounting and Finance (ACCA) and an Investment Management Certificate (IMC) from the CFA Institute.
He grew up in Kenya and is a keen cycler and open water swimmer. On the weekends, Amer can be found stand-up paddling or cooking.
Glen Macdonald
Glen Macdonald is a Managing Director of Bronfman Rothschild, an investment advisory firm serving families, privately held businesses, foundations and endowments.
Recognized as a leader in values-based investing and philanthropy, Glen is a founder and Chairman of the Wealth & Giving Forum, an organization that promotes the effective deployment of capital among families and foundations seeking both positive financial and social returns. He is also a Board member of Crane Institute of Sustainability and the Borough of Manhattan Community College Foundation, and he serves on Rising Tide Capital’s Strategic Advisory Board.
Glen was previously a Senior Vice President with U.S. Trust, a Principal at a private equity firm, and a Partner at PwC’s management consulting unit.
He has presented his perspective on the capital markets, impact investing and philanthropy at various conferences, including the Forbes Family Business Conference, Big Path’s Impact Capitalism Summit, the Social Impact Exchange Conference, and the Family Wealth Alliance. His views on industry, markets and financial management have appeared in a Wall Street Journal article he authored and in interviews with the New York Times, Financial Times, Chicago Tribune, and various business journals.
Glen was a recipient of a Ford Foundation Fellowship at the Harvard Center for International Affairs, a French Government’s Chateaubriand Fellowship and a Fulbright Scholarship to conduct research in Mexico. His research and writings have focused on economic development, foreign direct investments and the formation of common markets.
Glen received his B.A. with highest honors in political science and economics and his MA in international relations, both from UNC-Chapel Hill.
Chintan Panchal
Chintan Panchal is a Founding Partner at RPCK, Rastegar Panchal, a global boutique law firm, and head of the firm’s New York office. As a corporate lawyer, entrepreneur, and sustainability professional, Chintan brings a unique perspective to his practice, counseling private equity, foundation, family office and growth company clients on corporate merger & acquisition, finance, and dispute resolution matters.
Under Chintan’s direction, RPCK has developed a dedicated impact investing practice, advising both mission-aligned investors and social enterprises. The firm works closely with clients to execute capital investments in both emerging and developed markets that generate social and environmental impact alongside market rate, risk-adjusted financial returns. Drawing upon deep commercial lending, private equity/venture capital and industry specific experience, RPCK helps clients qualify opportunities and structure transactions that achieve long term, measurable results.
With a diversity of experience building impact-focused concepts into commercial transactions, Chintan often speaks about how finance can be harnessed to leverage social and environmental objectives. He represents many of the leading impact-focused private investment funds, advisors, family offices and foundations.
In addition to his corporate practice, he has performed pro bono work representing displaced US workers denied retraining benefits under the Workforce Reinvestment Act, and also served as a member of the team representing 11 Yemeni detainees at Guantánamo Bay, Cuba. Chintan is also a board member of Camelback Ventures and serves as pro bono general counsel to Keep a Child Alive.
Holly Ruxin
Holly is the CEO and Founder of Montcalm TCR, a B Corp-certified wealth management and capital markets trading firm based in San Francisco. At Montcalm TCR, Holly and her team work to guide clients to engage with their wealth by providing services that support their values, needs, and goals in the short and long term, while facilitating a holistic trading flow in impactful and sustainable investments. On the innovative financing side, Holly is also the CEO and founding partner of Montcalm Capital, Montcalm’s affiliate fund. Montcalm Capital works with companies and infrastructure projects to bring capital to the market in a collaborative win/win equation where everyone benefits, advancing environmental solutions, social initiatives and Sustainable Development Goals. For over twenty years, Holly has managed client assets, led private client teams, and traded in capital markets at Morgan Stanley, Montgomery Securities, Bank of America, and Goldman Sachs. Holly uses her extensive experience and expertise to create an innovative financial services model that raises capital in a collaborative fashion, customizes client investment portfolios, and creates financial sustainability within an overall better economic system for all.
Michael Hokenson
Michael Hokenson serves as Partner of Community Investment Management and leads business development for the firm. He was co-founder of Minlam Asset Management and served as Managing Director from 2005 to 2012, where he developed an extensive network of global institutional and individual investors for Minlam Microfinance Fund. Mr. Hokenson served as a member of the fund’s Investment Committee and performed credit analysis including on-site due diligence and monitoring of active investments. Following Minlam’s acquisition, he joined TriLinc Global LLC as Director of Sales to launch the first SEC-registered impact investment fund in June 2013 focused on emerging market SME private credit.
Mr. Hokenson has published case studies on the profitability of MSME lenders in The Fortune at the Bottom of the Pyramid by Professor C.K. Prahalad. Mr. Hokenson graduated from the Erb Institute of Global Sustainable Enterprise at the University of Michigan, earning a M.B.A. at the Stephen M. Ross School of Business and a M.S. at the School of Natural Resources and Environment. He received his B.A. from St. John’s College in Santa Fe, New Mexico.
Andrew Siwo
Andrew Siwo is an Investment Director and Head of Mission Related Investments at Colonial Consulting, an investment consultancy to leading foundations and endowments. The firm has over $35 billion in assets under advisement. Prior to joining Colonial Consulting, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of ImpactBase, the largest platform of impact investment funds worldwide, which he grew by $10 bn and approved more than 100 new impact funds/products targeting a financial and social/environmental return. He also educated and fostered institutional investors seeking exposure to socially/environmentally responsible investment portfolios.
Prior to joining the GIIN, Andrew spent five years in the investment banking division at JP Morgan–most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate. He also held roles on the Rates Desk executing fixed income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations.
Before JP Morgan, Andrew was a member of the Corporate Finance and Real Estate Strategy Group at Victoria’s Secret leading project finance initiatives. He began his career at E*Trade Financial managing a team of investment representatives serving active traders and high net-worth, self-directed investors. Andrew completed an MPA in Finance and Fiscal Policy at Cornell University and holds BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses.
Mark Cirilli
Mark Cirilli leads MissionPoint’s overall strategy and chairs the firm’s investment committee. In addition, Mark serves as a managing director and is member of the investment committee for MissionPoint Capital Partners, a private equity firm he cofounded that specializes in clean energy and that is an affiliate of MissionPoint Partners. Mark currently serves on the boards of Hannon Armstrong (NYSE ticker: HASI), ReCommunity Holdings, MPH Energy Holdings, Just Greens (DBA AeroFarms) and is a board observer for OptiRTC. Prior to forming MissionPoint, Mark served as Chief Investment Officer of Marshall Street Management, a private family office and was a Founder and Managing Partner of MSM Capital Partners, LLC, where he developed and executed the firm’s investment strategy in clean technology and environmental finance sectors. Prior to Marshall Street, he held Chief Financial Officer and operating positions at a retail franchise and at Cannondale Corporation, a publicly traded bicycle manufacturer. In addition, Mark was with Coopers & Lybrand’s Financial Advisory Services Group where he provided due diligence and transactions services support to Fortune 500 Companies’ mergers and acquisitions activities. Mark has extensive experience in investment management, corporate finance, accounting and business operations. Mark earned an MBA with Distinction from Columbia University and a BA in Accounting and Economics from Fordham University.
Sara Zulkosky
Sara is a Venture Partner at Greenspring Associates and is responsible for sourcing and due diligence efforts on fund, direct, and secondary opportunities, and managing a number of Greenspring’s direct investments. Sara previously served as a Principal with CNF Investments, LLC, the venture capital and private equity investment firm affiliated with Clark Enterprises, Inc. Prior to joining CNF, Sara participated in Foundation Capital’s Young Entrepreneurs Program, where she helped identify promising investment opportunities in the Washington, DC area. Previously, Sara was the Director of Product Management for SkyBuilt Power, Inc., a venture-backed clean-tech company that provided rapidly-deployable renewable energy solutions to the U.S. Department of Defense, U.S. Intelligence Community, and telecommunications industry. She was with the business from its inception, also supporting it as a Project Engineer, Project Manager, and its Director of Engineering. Sara received a M.B.A from Georgetown University, and a M.S. in Engineering Management and B.S. in Mechanical Engineering from The George Washington University.
J. Tyler Blickhan
J. Tyler Blickhan is a Senior Investment Analyst of Real Assets manager research. He is responsible for upfront due diligence and monitoring the public and private investments making up the real asset and commodity allocation. He has 12 years of investment industry experience.
Prior to joining Ascension Investment Management, Mr. Blickhan was a Senior Investment Consulting Analyst at Mercer, working with a portfolio of Healthcare, Community Foundation, Pension, and Higher Education clients. He also worked for Hammond Associates in St. Louis as a Portfolio Analyst in their performance measurement group.
Mr. Blickhan earned a Bachelor of Administration degree from Saint Louis University in St. Louis, MO, where he completed a double major in Economics and History. He received his MBA from Indiana University at Bloomington, and is a CFA and CAIA charter holder.
Juliette Menga
Juliette Menga is an investment Director at Alternative Investment Group and co-manages the Sustainability and Opportunistic Funds. Juliette is a member of the firm’s ESG and Sustainable Investing Committee and leads engagement efforts with fund managers and portfolio companies. Juliette also works closely with the firm’s head of investment strategy to define the firm’s strategic investment direction. Prior to joining Alternative Investment Group in 2007, Juliette was an Analyst at New York Life Investment Management (NYLIM), with primary responsibility for analyzing derivative investments. Prior to NYLIM, Juliette worked as a Research Analyst for Excalibur Advisors LLC, a hedge fund advisory firm, responsible for research and portfolio construction analysis.
Juliette holds a dual B.S., cum laude, from Kennesaw State University in Mathematics and Computer Science and a M.S. in Financial Mathematics from Florida State University. Juliette is also a Chartered Financial Analyst and a member of the Hedge Fund Working Group for United Nations Principles for Responsible Investment (UN PRI).
Brian Hughes
Brian works exclusively in the family office and family wealth advisory industry focusing on business development best practices. Working with boutique, independent and national firms, he works to improve their results, focusing on lead generation and lead conversion strategies, as well as pipeline and people management. He developed the HGS Client Acquisition Operations Manual, which was created with over 20 years of practical implementation working with dozens of firms and hundreds of affluent families. Brian has coached and mentored hundreds of successful CEO’s and advisors on business development and growth. Brian is a graduate of the Wharton Private Wealth Management program and received is BS in Marketing and Economics from the University of Tampa. He resides in a Philadelphia suburb with his wife Carey and two young children.
Scott Sadler
Scott Sadler is a 30-year veteran of the investment industry. He is the Director of Impact Strategies at Altera Private Access and is the Founder and President of Boardwalk Capital Management, a Certified B Corp wealth management firm focused on sustainable and impact investments. His prior experience includes wealth management for affluent clients of Goldman Sachs, Bank of America and Wachovia Asset Management across the United States and Canada. At Wachovia, he was also the founder and, for seven years, the Lead Manager of a top ranked international (emerging markets) mutual fund.
Mr. Sadler is a graduate of the University of Virginia and is a Chartered Financial Analyst. He is a regular guest lecturer at universities across the region, and is on the advisory boards of the University of North Georgia – Cottrell Business School and Montreal-based Will Solutions, an environmental services company. He is the Immediate-Past Board Chairman of the Green Chamber of the South, a board member of the Technology Association of Georgia, and a volunteer for the Citizens Climate Lobby. He is married and has three mostly-grown kids.
Elias Bachmann
In addition to his roles at BSW, Elias serves on the advisory board of the Burridge Center for Finance at the Leeds School of Business (University of Colorado), chairs the investment advisory committee for the New Summit Impact Fund I and II, and serves on the Rose Impact Advisory Board (Jonathan Rose Companies). He served as Treasurer for the CFA Society of Colorado and continues to volunteer with the Boulder Mountainbike Alliance as an instructor.
Elias completed both his Bachelor’s and MBA degrees at the University of Colorado in Boulder. He is also a CFA® charter holder.
Away from the office Elias pursues his passion of the outdoors and traveling – taking great pleasure in backcountry skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his family.
Lisa Davis
Lisa Davis is an executive director at PGIM Real Estate and Portfolio Manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy, including the creation of a new impact investing fund.
Most recently, Lisa was Director of Investor Relations and Specialty Originations at Pembrook Capital Management, where she raised capital from institutional investors for commercial real estate investment, primarily focusing on affordable housing and community development.
Before joining PGIM Real Estate, Lisa spent six years at the Ford Foundation where she made grant investments in affordable housing and community development, led the foundation’s Detroit program, and helped to start Ford’s impact investing initiative. Prior to the Ford Foundation, Lisa spent 12 years doing commercial real estate development in Boston, first with non-profit community development corporations such as Codman Square Neighborhood Development Corporation and Asian Community Development Corporation, and then with the private equity firm New Boston Fund. She led the redevelopment of some the most significant publicly-owned sites in the city, including the former Boston State Hospital site and MTA Turnpike parcels that came available as part of the Big Dig. Lisa started her career in Texas and the Bronx as a community organizer and advocate on housing and homelessness issues.
Lisa has a Bachelors Degree in Liberal Arts from the University of Texas at Austin, and a Master of Science in Real Estate Development and Master of City Planning from the Massachusetts Institute of Technology. She has lived and worked abroad in France, Costa Rica and Japan. Lisa serves of the Board of Directors of the Brooklyn Navy Yard and IMPACCT Brooklyn.
Bruce Campbell
Bruce wakes up every day motivated by the opportunity to leverage his profession in service of the global community. With almost 20 years of experience as a corporate attorney – including six years at the international law firm Hogan Lovells — Bruce brings a true depth of expertise to serve impact investors and entrepreneurs. He has advised clients on transactions worth billions of dollars in the aggregate, ranging from angel financings for start-ups to public offerings for multi-national companies. Bruce has completed corporate transactions on six continents, and he regularly visits with clients and collaborators and reviews projects in Europe, Asia, the UK, India and Sub-Saharan Africa.
Bruce is himself an impact investor, and has committed to invest 100% of his assets in support of sustainable business practices. When he’s not “working,” Bruce enjoys all things outdoors, especially trail running, biking and snowboarding. He also helps facilitate mindfulness retreats as well as a weekly meditation group in Boulder.
Louisa M. Ives
Ms. Ives is responsible for external manager selection and due diligence for Chilton clients and is also a member of the Executive and Investment Committees at Chilton Trust. Prior to joining Chilton, Ms. Ives was a Managing Director at Chilton Investment Company, where she was a research analyst covering the financial services sector. She also served on the company’s Board of Directors. Prior to joining Chilton, she worked at Coopers & Lybrand Consulting Group, reporting directly to the CEO, and began her career at Chemical Bank in their Middle Market Lending Group. Ms. Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A from Harvard Business School.
Ms. Ives serves on the boards of the North Haven, ME Casino (Yacht Club), The Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.
Casey Verbeck
Casey Verbeck is a Partner and Managing Director of Marketing and Business Development. He leads marketing, strategy and business development for Veris Wealth Partners. Casey is very skilled in helping families, individuals and foundations align their wealth with their values. He is a member of the firm’s Marketing and Business Development team with a national purview on marketing.
Casey is a proven entrepreneur and executive who is knowledgeable and passionate about impact investing. Over the past 16 years Casey built and managed two firms focused on strategic advisory and business management. He worked with leading artists, non-profits and Fortune 500 corporations around the globe to accelerate their growth through program design and overall strategy. Some of his most rewarding engagements included The Nature Conservancy, Feeding America, the UN Foundation and National Geographic. He also created and launched the [i4c] campaign and venture fund in partnership with Sarah McLachlan and ABC television to support the growth of impact entrepreneurs in the U.S. Casey serves on the Board of Directors at the University of Colorado Deming Center for Entrepreneurship, [i4c] LLC, Colorado B Lab Impact Committee and on the advisory board of Accion. He enjoys fly-fishing, snowboarding, cycling and is still trying to master the art of surfing. He lives with his wife Lisa and two kids, Miles and Avery in Boulder, CO.
EDUCATION
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