Agenda - September 30, 2014
**Times subject to change**

8:30am – 9:00am Registration and Continential Breakfast
9:00am – 9:10am Introduction
David Smith, Group Publisher
FInancial Advisor & Private Wealth magazines
9:10am – 9:40am Opening Remarks
Thomas Kostigen
Impact Investing Workshop Chair
9:40am – 10:40am Philanthropy & Impact Investing
How impact investments stack up

Darby Hobbs
Founder, Social3

Peter McCrea
Senior Managing Director, American Endowment Foundation

Nancy Reyes
Directory of Advisor Relations, Parnassus
10:40am – 11:00am Coffee Break & Networking
11:00am – 11:50am Behavioral Impact
Can they get along?

Gloria S. Nelund
Chairman and Chief Executive Officer of TriLinc Global
11:50am – 1:00pm Lunch
1:00pm – 1:50pm Water Investing
How to capture return

Matthew J. Diserio
Water Asset Management, LLC
1:50pm – 2:40pm From Social Idea to Market
An impact investment case study

Michael J. Van Patten
Founder & President, Mission Markets Inc.

Craig Knight
Co-Founder, E-Shaw
2:40pm – 3:00pm Coffee Break & Networking
3:00pm - 3:50pm Passing the Torch
New tools reshaping social investing

William Burckart
Managing Director, Impact Economy (North America)
3:50pm - 4:40pm Impact Venturing
How Impact Investing Can Put Capital Providers and Seekers on the Road to More Investible Deals
sponsored by The Money Management Institute

Kirstin Hill
Managing Director, Markets Group, Merrill Lynch

Hilary Irby
Managing Director, Morgan Stanley's Global Sustainable Finance group


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