Please contact:
David Smith,
EVP, Group Publisher
(732) 450-8866,
ext. 26

For inquiries on registration or hotel information please contact:

Linda Dunn,
(732) 450-8866
ext. 36


If you are a member of the media interested in attending the event please contact:

Dana Taormina


Jami Schlicher

2012 Sponsors


Advisor Shares AdvisorShares is one of the leading providers of actively managed ETFs. As of 5/16/2012 AdvisorShares offers 13 active ETFs with approximately $550,000,000 of assets under management. AdvisorShares provides educational support to help investors understand ETFs, and the underlying investment strategy for each of the AdvisorShares ETFs. AdvisorShares continues to seek qualified sub-advisor investment partners to offer compelling investment strategies in an active ETF structure. Visit our website at www.advisorshares.com to learn more about us. Follow the AdvisorShares Team on Twitter or ‘Like’ us on Facebook.

 Calvert Calvert Foundation’s mission is to maximize the flow of capital to disadvantaged communities in order to create a more equitable and sustainable society. By creating innovative financial products and services, we have made it possible for all types of investors and their financial advisors to participate in financial instruments that directly serve communities. It’s a win-win. You can lift people out of poverty through an investment that also earns a financial return. Learn more at www.calvertfoundation.org

Drever Capital For over four decades, Maxwell Drever and his teammates have been leaders in impact real estate investing. The Drever companies' award-winning redevelopments of distressed apartments deliver triple bottom line returns that are already generating uncommon, increasing cash flows as well as social and environmental benefits.
DCM's recently launched Parallel Fund II's unique alignment with its related club fund of some of the nation's most astute institutional investors provides legacy and qualified, new family investors the opportunity to exponentially leverage the positive impact of even a relatively small investment.

Impact Assets ImpactAssets is a financial services firm that offers investment strategies for philanthropists, investors and wealth advisors to manage their portfolios with equal regard to both problem solving and profit.
ImpactAssets’ mission is to help solve the world's toughest problems by catalyzing investment capital for maximum environmental, social and financial impact. With a growing suite of investment strategies, a donor advised fund and an evolving resource and knowledge platform that tracks top private debt and equity impact investment fund managers, ImpactAssets is uniquely positioned to partner with a range of wealth holders and their advisors.

JPMorgan J.P. Morgan Securities is a full-service wealth management firm that offers high net worth clients the personalized service of a boutique organization and the global resources of J.P. Morgan, one of the largest and most respected financial firms in the world. Our Financial Advisors provide clients with a broad suite of brokerage, wealth management and investment advisory services. J.P. Morgan Securities is headquartered in New York City and has branches in 17 locations throughout the United States, including Atlanta, Boston, Chicago, Dallas, Florham Park (NJ), Los Angeles, San Francisco and White Plains (NY).

MicroPlace Who says investment decisions can't be both financially sound and do good in the world? That's what MicroPlace is all about. We scout out impact investment opportunities from a carefully selected group of issuers that fund microfinance loans, community development projects, fair trade businesses, green and clean-tech development, and other world-changing initiatives. By investing, you can get a financial return while having a powerful social impact. Pick the location, project type, interest amount, and payback time that appeal to you. You can start as low as $20 and earn as much as 3.1%. That beats a low-yield savings or money-market account any day*, and it puts you in the company of a growing movement of smart investors using their portfolios to make a meaningful difference in the world.
These investments are not guaranteed and involve risk of loss. Past performance is no guarantee of future results. You should read the prospectus at www.microplace.com before investing.

MicroVest MicroVest is a leading impact investment manager, seeking to provide accredited investors with uncorrelated risk-adjusted financial returns combined with a positive social impact. As a registered investment adviser, MicroVest provides investment advisory services to a range of private funds and other accounts, with the overarching objective of serving as a capital-mobilizing intermediary for institutions providing financial services to populations at the base of the economic pyramid. Since 2003, MicroVest has provided debt and equity capital to over 80 microfinance institutions and other low-income financial institutions throughout the developing world.

Sarona Sarona is a private equity firm, investing growth capital in companies and private equity funds in frontier and emerging markets around the world. Our particular focus is the small to mid-market companies that meet the growing needs of the rising middle class in those markets. Our goal is to achieve superior returns by creating world class companies employing highly progressive business strategies, and operating to the highest standards of business, ethical, social and environmental excellence.
Sarona and its predecessors have developed a wealth of experience and knowledge through 60 years of private investments in frontier markets.