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

For inquiries on registration or hotel information please contact:

Linda Dunn,
(732) 450-8866
ext. 36
[email protected]


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

Dana Taormina


Jami Schlicher

2013 Sponsors


AdvisorShares 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.

Aravaipa Aravaipa Ventures is the only fund investing exclusively in EFFICIENCY-Tech, low-capital-intensive, early-stage companies in Colorado. Founded in 2008, Aravaipa has already invested $8M in eight Colorado companies.  Also, uniquely:

• Aravaipa managers work daily with their local portfolio companies.

• Aravaipa builds companies and thereby avoided the cleantech speculative bubble.

• Aravaipa offers a true Impact Investment Fund: Environmental, Local, for Profit.

• Aravaipa managers are uniquely aligned with investors: NO management fee.

• Aravaipa has a proven deal flow with strong ties to Colorado universities, incubators and NREL.

• Aravaipa is an “Eyes wide open” fund, not the normal “Blind” fund; also still open to new investors.

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

Christie’s Fine Art Storage Services Christie’s Fine Art Storage Services (CFASS) is the world’s premier storage provider for fine art, antiques and collectibles, with facilities in London, New York and Singapore FreePort. Our state-of-the-art, newly opened New York facility offers different types of storage options to suit clients’ needs, as well as a host of related white-glove services. By leveraging CFASS London’s 25 year storage experience as well as Christie’s renowned expertise with art and art handling, CFASS New York serves as the smart storage partner for collectors, galleries, institutions and advisors.
We recognize that art comes in many forms and store a wide variety of valuable property: paintings, sculpture, prints, porcelain, automobiles, furniture, fashion, jewelry, manuscripts or other important items.
For more information, or to watch a video tour, visit www.cfass.com

Community Capital Management Established in 1998, Community Capital Management, Inc. is an institutional fixed income manager and a registered investment advisor based in Weston, Florida. The firm was co-founded by President/Chief Investment Officer Todd Cohen and Chief Impact Investment Officer Barbara VanScoy. Todd and Barbara created the firm to capitalize on their belief that portfolios of government-related securities -- that are primarily excluded from the major bond indices -- could produce competitive returns while also promoting community development. Significant demand existed for this type of strategy as it helps to satisfy a bank/thrift's requirements under the Investment Test portion of the Community Reinvestment Act ("CRA") Exam.

Enterprise For 30 years, Enterprise has introduced solutions through public-private partnerships with financial institutions, governments, community organizations and other partners that share our vision that one day, every person will have an affordable home in a vibrant community, filled with promise and the opportunity for a good life.

Impact Assets ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social and environmental returns.
Our impact investment products and knowledge resources provide a dynamic platform for individual investors to advance social or environmental change through their investments.
ImpactAssets seeks to shed light on and drive capital to the field’s most promising organizations and initiatives, helping to build the field of impact investing.

Incapital Incapital is a securities and investment banking firm with offices in Chicago, Boca Raton and London. Incapital underwrites and distributes fixed income securities and structured notes through more than 700 broker-dealers, registered investment advisors, banks and institutional accounts in the U.S. and Europe.
With a diverse range of new issue and secondary market offerings, Incapital specializes in U.S. Agency securities, corporate notes, Certificates of Deposit (CDs), Collateralized Mortgage Obligations (CMOs), municipal bonds, and structured notes and CDs. Incapital also provides resources for financial advisors and investors to create income-producing portfolios and notes linked to a wide range of asset classes.  www.incapital.com

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 feature impact investments from established issuers that fund microfinance loans, community development projects, fair trade businesses, affordable housing, green initiatives and other socially-oriented projects. MicroPlace enables you to select the investment that means the most to you: whether you are seeking a specific social mission, location, investment tenure or return. And through each investment, you can earn a financial return while fueling social impact (that's what we call "impact investing"). We invite you to join the growing community of impact investors at: www.microplace.com <http://www.microplace.com/> 

* Investments are not guaranteed and involve risk of loss. Past performance does not guarantee future results. You should read the prospectus at www.microplace.com <http://www.microplace.com/>  before investing.

Tides In 1976, Tides was founded by Drummond Pike, one of the original social entrepreneurs; and over the years the organization has evolved from a great idea to one of the top 100 social sector organizations in the United States. Tides Foundation was started out of a need to facilitate the giving of philanthropists who were concerned with building a better future for individuals and communities all over the world. In the late '70's, Tides Foundation founded a Projects Program that nurtured new nonprofit activities and the program became legally incorporated as Tides Center in 1996. To date, Tides has managed project and grantmaking activities totaling more than $2 billion.

TriLinc TriLinc Global, LLC is an impact investing asset management firm that connects pools of capital in developed markets with small and mid-sized businesses in developing economies around the world.
After a successful 30 year career on Wall Street, Gloria Nelund, co-founded the company in 2008 to achieve her vision of providing scalable capital to small and medium sized enterprises in emerging economies in order to catalyze economic growth and reduce poverty. Gloria spent 30 years in the asset management industry, including as Head of the U.S. Private Wealth Management Division of Deutsche Bank and CEO of Bank of America Capital Management, Inc.

Media Partners

CIFA The CIFA Foundation was created at the initiative of a group of financial entrepreneurs to face the increasing number of regulations and the growing complexity of markets. Its mission is to strengthen the role of independent financial advisors (IFAs) at the international level in order to better defend the interests of investors. CIFA has chosen Geneva, one of the world capitals of wealth management and headquarters of many international organisations, to establish its permanent organisation.

Private Banking The PRIVATEBANKING.COM wealth industry directory is the financial-industryís leading online business development and networking platform focused on Wealth Management and Financial Services. The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services. Privatebanking.comís FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike. We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: http://www.privatebanking.com/