July 12, 2015
Sheraton Denver Downtown, CO

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.


Directed by


Thomas Kostigen
Private Wealth Magazine

Subject to change

July 12, 2015

9:30 am - 10:15 am

Registration and Continental Breakfast

10:15 am - 10:25 am

Opening Remarks

David Smith

10:25 am - 10:40 am

Opening Remarks

Tom Kostigen

10:40 am - 11:30 am

The difference between impact investing and traditional investing

11:30 am - 12:20 pm

The difference between impact investing and philanthropy

12:20 pm - 1:30 pm

Lunch & Keynote Speaker

1:30pm - 2:20 pm

The difference between impact investing and socially responsible investing (SRI)

2:20 pm - 3:10 pm

The difference between impact investing and environment, social, governance (ESG) investing

3:10 pm - 3:30 pm

Networking Break

3:30 pm - 4:20 pm

The different types of impact investing -- public, private, and venture models

4:20 pm - 5:10 pm

The difference between equity and debt impact investing

5:10 pm - 6:00 pm

The world of difference impact investing can make

6:00 pm

Conference Ends

Last Year's Sponsors and Exhibitors

American Endowment Foundation

AEF is independent–we are not affiliated with a financial services firm or religious organization.
AEF does not provide financial services–donors choose their own investment manager.
AEF offers national and international grant making–donors are not limited to a location or area of interest.
AEF accepts all assets–cash, securities, real estate, closely-held stock, life insurance, and collectibles

Brinker Capital, Inc.

Since 1987, Brinker Capital has innovated based on creative ideas generated from actively listening to the needs of financial advisors and investors. Their highly strategic, disciplined investment process is the key to making their ideas successful and helping to achieve better outcomes for advisors and their clients.

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. Learn more at www.calvertfoundation.org.

Impact Economy

Impact Economy is an impact investing and strategy firm with operations in North and South America, and Europe. Their teams provide strategy advisory, grantmaking and investment, and research and evaluation services to position clients to create value from the transition to the new paradigm of impact capitalism – a framework that seeks to maximize long-term economic value by reforming markets to address real needs while integrating environmental, social and governace (ESG) metrics throughout the decision-making process.

Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. WIth offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com

Parnassus Investments

Parnassus Investments seeks to invest in good business that have increasingly relevant products or services, sustainable competitive advantages, quality management teams and ethical business practices. The firm currently manages five fundamental, U.S., core equity strategies across multiple market capitalizations, one Asia Pacific equity strategy and one U.S., fixed-income strategy.

TriLinc Global

TriLinc Global Impact Fund intends to create 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 was designed to provide competitive returns to investors, while at the same time helping to generate positive, measurable impact to people and communities across the globe. TriLinc focusts its investments primarily in locations that display stable governments, sound monetary and fiscal policies and a growing role in global trade and investment. trilincglobalimpactfund.com

Water Asset Management

Water Asset Management, LLC “WAM”, founded in 2005 invests publicly long only, long and short, and privately exclusively in companies and assets that ensure water quality and supply. WAM had assembled an investment team and team of advisors with complimentary backgrounds across the water sector which has enabled WAM to produce attractive returns across the spectrum of investment opportunities available in water, both public and private.

Watershed Capital Group

Watershed Capital Group is a leading investment bank working with impact and sustainable companies and funds. Watershed assists clients in raising capital and in executing acquisitions. It has worked with 75 impact fund managers and has partnered with the US Department of Commerce in the first impact trade missions. www.watershedcapital.com




For inquiries on registration please contact:
Linda Dunn,
(732) 450-8866
ext. 36
[email protected]


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 Dunn, 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.


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