2012 Agenda

 

**Times subject to change**

10:00 AM - 12:00 PM Registration
12:00 - 12:10 PM Introduction and Welcome
Thomas M. Kostigen
PW's Editor-At-Large and Global Impact Investor columnist for Dow Jones MarketWatch and The Wall Street Journal Digital Network
12:10 - 1:00 PM Lunch
Q&A with Philippe Cousteau, co-founder of Earth Echo Foundation
Sponsored by AdvisorShares
1:00 - 1:50 PM
 The Financial Advisor
John Uriostegui, JP Morgan
An inside look at how to redirect business and attract new capital by offering impact investing services to ultra high net worth clients.
*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
1:50 - 2:40 PM The Fund Manager
Ron Cordes, Genworth Financial Wealth Management
Gerhard Pries, Sarona Asset Management
Gil Crawford, Microvest
Pioneering impact investment fund managers discuss the ins and outs of portfolio management in this burgeoning space. They'll explain what works and what doesn't and offer realistic return on investment expectations.
*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
2:40 - 3:00 PM Networking Break
3:00 - 3:50 PM Due Diligence / Monitoring
Megan Fielding, Microplace
An up to date and forward looking discussion on how to avoid the traditional pitfalls of investing in emerging markets, as well as The Three Cups of Tea problem: ongoing monitoring.
*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
3:50 - 4:40 PM Measurement
Maxwell Drever, Drever Capital Management
By what metric is success? How to define, track, and report on the social and environmental performance of capital -- in addition to traditional financial reporting.
Accepted for 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
4:40 - 5:30 PM

Bridging the Socially Responsible and Impact Investing Gap
Justin Conway, Calvert Foundation
There is an increasing focus on evaluating publicly traded investments through the lens of their Environmental, Social, and Governance (ESG) performance. How do these investments connect with and differ from the traditional private debt and equity options within impact investing? Plus a review of the breakthrough study, "Gateways to Impact."

*Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
5:30 - 5:45 PM Closing Remarks
 Jed Emerson, co-author of Impact Investing: Transforming How We Make Money While Making a Difference
6:00 - 7:00 PM Cocktail Reception
Sponsored by AdvisorShares