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.
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.
Mason Henderson manages ClimeCo Corporation’s hedge fund and brokerage arms, focusing on emission reduction credits, regulated markets, carbon markets, renewable energy credits and Federal NOx and SO2. Henderson’s career also includes trades conducted under the EU ETS, CDM and JI markets, U.S. NOx Budget and Title IV SO2 Acid Rain programs.
Phil Kirshman is the chief investment officer at Cornerstone Capital Investment Management (CCIM). Kirshman serves on the board of US SIF, a leading sustainability-focused membership trade organization, on the advisory council to the City of Denver Office of Sustainability, and on the advisory council to Mile High Connects.
Thomas Kostigen is a New York Times bestselling author. Check out his blog, theclimatesurvivalist.com, as well as his forthcoming books: The National Geographic Extreme Weather Survival Guide: Understand, Prepare, Survive, Recover and Extreme Weather: Surviving Tornadoes, Sandstorms, Hailstorms, Blizzards, Hurricanes, and More!
Sang H. Lee
Sang H. Lee is the chief executive officer and founder of DarcMatter, a technology platform providing enhanced capital connectivity between issuers and qualified investors in the alternative securities space. He has been recognized as an ‘Under30CEO Entrepreneur to Watch in New York City’ and a ‘GOOD100’ leader.
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.
Amy Muska O’Brien
Amy Muska O’Brien is managing director and head of TIAA-CREF’s responsible investment team. She provides overall strategic leadership to asset management on the implementation of TIAA-CREF’s responsible investment commitments and environmental, social and governance (ESG) approaches, including ESG-focused funds, ESG integration frameworks across asset classes, and the firm’s community and impact investing portfolios.
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
Phil Kirshman, Cornerstone Capital Investment Management
Accepted for CFP Board and IMCA CE Credit
11:30 am - 12:20 pm
The how and why of this fast-growing trend.
Amy Muska O'Brien, TIAA-CREF
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.
Gloria Nelund, TriLinc Global Impact Fund
2:20 pm - 3:10 pm
Products, markets, advice & technology.
Mason Henderson, ClimeCo
3:10 pm - 3:30 pm
3:30 pm - 4:20 pm
From urban America to Uganda, the geography of social investing and the global economic benefits of investing in one another.
Bo Brustkern, NSR Invest
Accepted for IMCA CE Credit
4:20 pm - 5:10 pm
Sang Lee, DarcMatter
Accepted for IMCA CE Credit
Sponsors and Partners
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. Learn more at www.calvertfoundation.org.
ClimeCo Corporation is a respected advisor and trader of environmental commodity market products. Regional criteria pollutant trading programs, California cap-and-trade, voluntary markets and project financing of internal CO2 abatement systems, and a diverse commodity portfolio. Within the Climate Action Reserve, ClimeCo is the largest producer of US voluntary carbon offsets, managing projects that reduce more than 3,000,000Tonnes of CO2e annually.
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.
Nuveen Investments, a separate operating subsidiary of TIAA-CREF, is a leading provider of mutual funds, closed-end funds and separately managed accounts. Committed to delivering excellence across every major asset class, Nuveen draws upon the focused expertise of its independent investment affiliates that together manage more than $226 billion in assets as of March 31, 2015.
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.
TIAA-Cref Asset Management
Born from a legacy of making a difference, TIAA-CREF Asset Management has been committed to serving the best of interests of our clients for nearly 100 years. With $632 billion in AUM (3/31/2015), TIAA-CREF Asset Management draws on deep expertise across multiple asset classes in public and private markets.
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.