Find out why impact investing is attracting attention, assets, and is opening up a huge channel of new business for the financial services industry.
Leaders from the impact investing industry will share their success stories and explain how seeking alpha doesn’t necessarily have to come at the expense of social and environmental impact.
From portfolio analysis to powerful stories of social change, Impact Investing is an event that will challenge you to think, collaborate, and better plan a future for your business – and us all.
You’ll be given the tools to attract and retain assets as well as appeal to millennial investors with a new investment approach.
Impact Investing programs are expected to skyrocket and reach $1 trillion of assets under management in the coming years.
Attend. Learn. Participate. Profit.
Private Wealth Magazine
Stephanie Gripne, Ph.D
Stephanie Gripne is the creative force behind the Impact Finance Center. As an academic entrepreneur, philanthropic advisor, researcher, and educator in the field of impact investing, Gripne sets the vision and provides leadership for the entire organization while focusing on business development, client engagement, and industry thought leadership through her research, writing, and speaking.
Bo Brustkern is co-founder and chief executive officer of NSR Invest. Prior to co-founding NSR Invest, Brustkern co-founded LendIt, the world’s preeminent conference focused on the marketplace lending industry. Brustkern is also a partner at Lend Academy, the leading online news and education source for the marketplace lending industry.
Gloria S. Nelund has served as chairman and chief executive officer of SC Distributors since its formation in April 2012. In addition, she has served as the chairman and chief executive officer of their Advisor since its formation in April 2012 and as the chairman and chief executive officer of their Sponsor since its formation in August 2008.
Subject to change
July 12, 2015
9:30 am - 10:15 am
10:15 am - 10:25 am
David Smith, Financial Advisor and Private Wealth Magazines
10:25 am - 10:40 am
Tom Kostigen, Workshop Chair
10:40 am - 11:30 am
11:30 am - 12:20 pm
The how and why of this fast-growing trend.
12:20 pm - 1:30 pm
Stephanie Gripne, Ph.D., University of Denver
1:30pm - 2:20 pm
How to construct a portfolio for social and financial outcomes.
2:20 pm - 3:10 pm
Can corporate social investing serve shareholders and stakeholders alike?
3:10 pm - 3:30 pm
3:30 pm - 4:20 pm
Catastrophe bonds, insurance, and the most vulnerable sectors to a world at odds with sustainability.
4:20 pm - 5:10 pm
From urban America to Uganda, the geography of social investing and the global economic benefits of investing in one another.
5:10 pm - 6:00 pm
Sponsors and Exhibitors
We provide intelligent access to peer-to-peer marketplaces through our two product families: private funds, and managed accounts. Our underwriting is sophisticated, smart, and uses the finest tools of the trade to expertly build and manage your clients’ portfolios. Our state-of-the-art technology connects directly to major reporting systems for integrated portfolio management.
SC Distributors is a premier distribution platform for select alternative investment products. The company aligns itself with leading alternative investment sponsors that have a demonstrated history of success that can help design and deliver what it believes are fully differentiated, high quality investment products. Through a demonstrated financial services wholesale distribution model, SC Distributors delivers these products to financial advisors, and their clients, throughout the United States.
TriLinc Global is a groundbreaking impact fund manager whose mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges. By creating institutional-quality impact funds that attract private capital at scale, TriLinc Global sets a high standard of transparency and accountability for delivering financial returns, and for tracking and reporting impact to investors. To bring about transformative change, we help investors recognize the power they have to set a new standard for capitalism by requiring companies to think differently about their role in society. Through intentionally selecting only those investments with potential to improve society while still generating competitive returns, TriLinc funds seek to demonstrate that investors can do well by doing good.