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
Subject to change
July 12, 2015
9:30 am - 10:15 am
10:15 am - 10:25 am
10:25 am - 10:40 am
10:40 am - 11:30 am
11:30 am - 12:20 pm
12:20 pm - 1:30 pm
1:30pm - 2:20 pm
2:20 pm - 3:10 pm
3:10 pm - 3:30 pm
3:30 pm - 4:20 pm
4:20 pm - 5:10 pm
5:10 pm - 6:00 pm
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 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 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 (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 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 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