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

Keynote Speaker


Gloria Nelund

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

Registration and Continental Breakfast

10:15 am - 10:25 am

Introduction and Welcome

David Smith, Financial Advisor and Private Wealth Magazines

10:25 am - 10:40 am

Opening Remarks

Tom Kostigen, Workshop Chair

10:40 am - 11:30 am

Impact investing vs. ESG & SRI. What's the difference?

11:30 am - 12:20 pm

More foundations are launching impact investing programs.

The how and why of this fast-growing trend.

12:20 pm - 1:30 pm

Lunch & Keynote Address

Stephanie Gripne, Ph.D., University of Denver

1:30pm - 2:20 pm

Deal structuring for impact investments.

How to construct a portfolio for social and financial outcomes.

2:20 pm - 3:10 pm

Corporate venture investing.

Can corporate social investing serve shareholders and stakeholders alike?

3:10 pm - 3:30 pm

Networking Break

3:30 pm - 4:20 pm

Disaster investing.

Catastrophe bonds, insurance, and the most vulnerable sectors to a world at odds with sustainability.

4:20 pm - 5:10 pm

Where impact investing is hot.

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

The world of difference impact investing can make

6:00 pm

Conference Ends

Sponsors and Exhibitors

SC Distributors

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

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.




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


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.


Speaking/Sponsorship Opportunities

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

Press Inquiries

For inquiries on registration or hotel information please contact:

Linda Dunn
(732) 450-8866
ext. 36