Impact Investing
Monday, September 19, 2016
Sheraton Denver Downtown, CO

that our 2016 Inside Alternatives Conference will feature a specific multiple session track on IMPACT / SRI and ESG Investing, directed by Tom Kostigen,  and scheduled for September 19.

Advisors are failing at properly communicating to clients the benefits of impact investing — even though more than two-thirds of clients ask about the prospects of impact investments.

Leading industry experts will share their insights and acumen on ways to gain and retain clients by leveraging the myriad attributes impact investments afford. From prospecting to client meetings and next-generation planning, attendees will amass the knowledgeware and skill set to service clients at a higher level and collaborate for a more prosperous future.

Impact investments already appeal to the vanguard of financial services — family offices, institutions and high net worth individuals. Find out how to gain and capture more assets under management with cutting edge market intelligence and sales tactics.

This one-day track at Inside Alternatives is not to be missed!



Craig Churman

Craig Churman, M.B.A., AIF, joined Saturna in August 2011. Churman earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies in 2013. With over 30 years of experience in financial services, he has held positions in client services, product development, mergers and acquisitions, and finance.

Justin Conway

Justin Conway is the vice president of investment partnerships at Calvert Foundation and president of Calvert Foundation’s wholly owned subsidiary and registered investment advisor, Community Investment Partners. Conway manages the firm’s financial services and distribution relationships, leads the investor relations and marketing team, and works closely with the investors and financial advisors that are at the forefront of using investment capital for social impact.

Patrick T. Drum

Patrick T. Drum, M.B.A., CFA, CFP, joined Saturna Capital in October 2014. Drum is the portfolio manager for the firm’s institutional subsidiary, Saturna Sdn. Bhd. in Kuala Lumpur, Malaysia. He is a select member of the United Nation’s Principles for Investment (UNPRI) Fixed Income Outreach Subcommittee and an adjunct professor at Pinchot University.

Mike Fardy

Mike Fardy, CIMA, is a seasoned executive with over 20 years of experience distributing investment solutions through financial intermediaries. Some of Fardy’s responsibilities include collaborating with targeted clients, sales management, distribution strategy, and brand and product management. He has worked in the ETF industry for over 10 years, in business development, national accounts, and most recently with an ETF Strategist.

Paul A. Hilton

Prior to joining Trillium Asset Management, Paul Hilton, CFA, was vice president of sustainable investment business strategy at Calvert Investments. Hilton also previously held senior positions within Calvert’s equities and marketing departments. He started his career in the field of SRI in 1995 as an analyst with the Council on Economic Priorities.

Luan Jenifer

Luan Jenifer joined Miller/Howard in 2002. Jenifer oversees the firm’s operations, trading, technology and performance analytics departments. She is also the director of ESG activities. She works closely with investors and companies through Miller/Howard’s shareholder advocacy program.

Abhilash Mudaliar

Abhilash Mudaliar is responsible for shaping and implementing the GIIN’s research strategy and program. Mudaliar has over 10 of years experience in impact investing, social enterprise and international development research, including time as a microfinance consultant at Unitus, an impact investor at Elevar Equity and a social entrepreneur within Hippocampus Group. He began his career as a management consultant at Bain & Company.

Gloria S. Nelund

Gloria S. Nelund has served as TriLinc Global Impact Fund’s chairman and chief executive officer since its formation in April 2012 and became president in December 2014. Previously, Nelund spent her career as a high-level executive in the international asset management industry. She has 30 years of experience in the executive management of financial institutions, as well as deep expertise in the creation, sale and distribution of financial products within the wealth management community.

Mark A. Regier

Mark Regier is a leader in values-driven and impact investment strategies. Regier oversees the company’s screening, proxy voting, corporate engagement and impact investing activities. He has served on numerous boards across the social investment industry and is often a resource to organizations on SRI, ESG and impact investing issues. In 2006, he received the SRI Service Award, the U.S. social investment industry’s highest honor.

Tracey Rembert

Tracey Rembert is responsible for working with the director of Catholic Responsible Investing (CRI) to plan and implement CBIS’ CRI program with a focus on active ownership. Rembert has 16 years of experience in the industry, with a successful track record of both U.S. and international corporate engagement on a range of sustainability issues.

Liz Sessler

Liz Sessler helped develop and launch ImpactUs while at Enterprise Community Partners Inc. and has been a key figure in impact investing for over a decade. Sessler oversaw the introduction of Enterprise Community Loan Fund’s first retail investment product. She also volunteers as a photographer for several D.C.-based nonprofits.

David Sher

David Sher has over 20 years of executive experience in various areas, having previously served as founder and CEO of several companies, including two broker-dealers. Sher has substantial private equity and investing experience involving originated loan transactions and has focused on the renewable energy sector for the past six years.

Subject to change

Monday, September 19, 2016

7:00 am


7:00 am 8:00 am

Breakfast With Exhibitors

8:00 am - 8:10 am

Opening Remarks And Chairperson Welcome

8:10 am – 9:00 am

Oil Will Be Well

This general opening session is open to all attendees.

IMCA and CFP Board CE Credit Approved


David Rosenberg, Gluskin Sheff + Associates Inc.

9:00 am – 9:05 am

Impact Investing Welcome Address

Impact registrants only.

9:05 am - 9:55 am

The Disconnect Between Financial Advisors And Clients

IMCA and CFP Board CE Credit Approved
A majority of clients are asking for impact investments yet only a minority of FAs are servicing them. Why the gap?


Justin Conway, Calvert Foundation
Paul A. Hilton, Trillium Asset Management

10:00 am – 10:30

Morning Networking Break With Exhibitors

10:35 am – 11:25 am

A Plethora Of ESG & Impact Investments Now Exist For Retail Investors

IMCA and CFP Board CE Credit Approved
Via which platforms, exchanges and broker-dealers can investors find them?


Mark A. Regier, Praxis Mutual Funds
Craig Churman, Saturna Capital
Patrick T. Drum, Saturna Capital

11:30 am – 12:20 pm

Impact Investments Can Outperform Traditional Securities

IMCA and CFP Board CE Credit Approved
Which investments--private equity, debt, or alternatives--are outshining their common peers?


Abhilash Mudaliar, GIIN
David Sher, Greenbacker

12:20 pm – 1:30 pm

Luncheon Address

1:30 pm – 2:05 pm

Dessert Break With Exhibitors

2:10 pm – 3:00 pm

For Those Seeking Non-Correlated Assets, Impact Investments Fit The Bill

IMCA and CFP Board CE Credit Approved
How to construct portfolios while lowering risk using impact investments.


Andy Shafter, Community Capital Management
Abdur Nimeri, Ph.D., FlexShares

3:05 pm – 3:55 pm

Impact & Effect

IMCA CE Credit Approved
How can active ownership promulgate gender equality and create impact across a broad range of social issues?


Perth Tolle, Life + Liberty Indexes


Gloria S. Nelund, TriLinc Global
Tracey Rembert, Christian Brothers Investment Services
Luan Jenifer, Miller/Howard Investments

4:00 pm – 4:35 pm

Afternoon Networking Break With Exhibitors

4:40 pm – 5:30 pm

More Than $300 Billion In Philanthropic Funding Could Be Re-Directed To Impact Investments

IMCA CE Credit Approved
A better understanding of charitable giving and goals could foster a sea change in the amount of impact investing’s total assets under management.


Liz Sessler, ImpactUs

5:30 pm

Cocktail Reception

Sponsors and Partners


AdvisorShares is driven by a unique set of characteristics — innovation, transparency and diversification — that differentiates our firm from many in the financial services space. Our management team shares these values and strives to provide the best products, based on these attributes, for all investors.

Calvert Foundation

Calvert Foundation enables people to invest for social good. Through its flagship Community Investment Note, Calvert Foundation has raised almost $1 billion from more than 13,000 investors to invest in hundreds of nonprofits and social enterprises worldwide. Investor dollars empower women, fund the construction of affordable housing, provide loans to small business owners, increase access to healthcare, and support fair trade and sustainable agriculture.

Christian Brothers Investment Services

Christian Brothers Investment Services (CBIS) is a global investment management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $6 billion across broad range of Catholic organizations, including dioceses, schools, hospitals and religious institutes.


FlexShares leverages research and investment expertise across disciplines to offer new, insightful solutions designed to address actual investor goals. Each strategy is purposefully matched with a core investment objective: growing assets, managing risk, generating income and managing liquidity. For more information, please visit



ImpactUs seeks to facilitate community, societal and environmental impact alongside financial returns by lowering the traditional barriers to impact investing, thereby increasing the flow of capital to mission-driven organizations. ImpactUs provides the infrastructure and cost-efficiencies that will allow all stakeholders to share in the promise of impact investing.

John Hancock Investments

John Hancock Investments has employed a unique manager-of-managers approach, representing one of America’s most trusted brands, for over 25 years. We believe investors benefit from a combination of specialized expertise, a diversity of investment ideas and strong oversight. Our unique structure enables us to search the world to find proven portfolio teams with the right combination of skills, track records and experience for every fund we offer.

Miller/Howard Investments

Miller/Howard Investments is a boutique investment firm with more than 25 years of experience managing portfolios focused on dividends, ESG, utilities, energy infrastructure and MLPs. We invest in financially strong companies capable of paying rising dividends that offer the most consistent performance as well as the highest added value.

Praxis Mutual Funds

A leader in integrating values and cutting-edge impact investing strategies, Praxis Mutual Funds offers five mutual funds to meet client needs. Through values-based screening, integrated ESG, positive-impact bonds, corporate engagement, proxy voting and community development investments, Praxis investment options make a difference. Invest in impact, invest in what matters.

Saturna Capital

Saturna Capital, manager of Saturna Sustainable, Amana and Sextant funds, uses years of experience to help individuals and institutions build wealth, earn income and preserve capital. The Saturna Sustainable Funds seek to invest in issuers demonstrating sustainable characteristics with low risks in areas of the environment, social responsibility and governance (ESG).

TriLinc Global

TriLinc Global Impact Fund has created a diversified portfolio of strategic debt investments concentrated primarily in trade finance, senior secured loans and collateralized loans to existing, expansion-stage companies in developing economies. TriLinc is designed to provide competitive returns to investors, while at the same time helping to generate a positive, measurable impact to people and communities across the globe. TriLinc focuses its investments primarily in locations that display stable governments, sound monetary and fiscal policies and a growing role in global trade and investment.

Two Bears Ranch

Two Bears Ranch—Profits with a higher purpose. The best investment is your legacy. The second is an integrated impact investment and 501(c)3, where affluent founders and families go to master their thoughts, spirit and vision. Revenues are from stewardship retreats, real estate and organic offerings from a sustainable 525-acre ranch abutting thousands of acres of state land.


What is the dress code for the conference?
The attire for the conference is business casual. No shorts or t-shirts.

What is the cancellation policy?
If you are unable to attend, you may replace your registration with a substitute delegate at no extra cost. Should you completely cancel, notification must be submitted in writing by August 19, 2016. Cancellations received by August 19, 2016 will be subject to a $50 administrative fee. No cancellation refunds/requests will be accepted after August 19, 2016. Due to our gateway processing system, all refund requests must be made within 60 days of the transaction.

In the event the conference is cancelled, Charter Financial Publishing Network (CFPN) assumes no liability for non-refundable transportation costs, hotel accommodations or any additional costs incurred by registrants. CFPN reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.

What time does registration open on Sunday, September 18?
Attendee registration opens at 8:30 a.m

Can I register on-site on the day of the conference?
Yes, however we encourage you to register beforehand.

How will continuing education hours be credited?
Forms will be available at registration, all attendees are to self-report the program for credit


For more information on speaking and sponsorship opportunities, contact Founding Publisher David Smith at 732.450.8866, ext. 26 or



For inquiries on registration please contact:
Linda Mantello: (732) 450-8866 ext. 36 • Email


Important Information For All Conference Registrants (attendees, sponsors and speakers):
It has come to our attention that a company called Exhibition Housing Services has been systematically contacting our sponsors, speakers and attendees in an attempt to mislead them into believing that our Conference room block (and discounted rates) are no longer available. This company then tries to secure a credit card number, claiming they can book rooms for our registrants at other nearby hotels. This is a fraud. Please disregard any communications from Exhibition Housing Services, or other similar entities, and contact Linda Mantello, conference coordinator at Financial Advisor magazine with any questions or concerns.

Conference Cancellation Policy
If you are unable to attend, you may replace your registration with a substitute delegate at no extra cost. Should you completely cancel, notification must be submitted in writing at least 45 days prior to the event. No cancellation refunds/requests will be accepted within 45 days of the event.

In the event the conference is cancelled, the producer assumes no liability for non-refundable transportation costs, hotel accommodations or any additional costs incurred by registrants. The Conference producer reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.

Details of the Conference provided on this website and in other materials is for your general information and use only. It is subject to change without notice.


Speaking/Sponsorship Opportunities

If you're interested in speaking or sponsorship opportunities please contact: David Smith, EVP, Group Publisher (732) 450-8866 ext. 26

Press Inquiries

For inquiries on registration or hotel information please contact:

Linda Dunn
(732) 450-8866
ext. 36