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Agenda **Times subject to change** |
| 8:00am – 8:30am |
Breakfast |
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| 8:30am – 8:50am |
Welcome |
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| 8:50am – 9:40am |
Why Impact Investing & Why Now? The reasons impact investing is positioned for explosive growth in the current market environment. Robert Fenwick-Smith - Aravaipa Ventures Accepted for CFP Board Credit and CIMA designations |
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| 9:40am – 10:30am |
Multi-funding Impact Investments Fund managers can work together for results Chat Reynders, Reynders, McVeigh Capital Management Steve Schueth, First Affirmative Financial Network Adam Seitchik, Arjuna Capital
Accepted for CIMA designations |
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| 10:30am – 11:00am |
Networking And Coffee Break |
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| 11:00am – 11:50am |
Aligning Your Clients' Vision How to effect missions and investments. John Coyne - Brinker Capital Accepted for CIMA designations |
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| 11:50am – 12:40pm |
Calling on Community Capital It isn't just politics: good investing can be local, too. Justin Conway - Calvert Accepted for CIMA designations |
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| 12:40pm – 1:30pm |
Luncheon Address Dr. Dan Carlin - WorldClinic Accepted for CIMA designations |
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| 1:30pm – 2:20pm |
Millennials & Impact Investing Why the next generation of investors wants money to mean more than just profits. Jennifer Kenning - Aspiriant Accepted for CFP Board Credit and CIMA designations |
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| 2:20pm – 3:10pm |
Profiting from Impact Investing A different look at impactful sectors. Gloria Nelund, TriLinc Global Accepted for CIMA designations |
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| 3:10pm - 3:30pm |
Networking And Coffee Break |
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| 3:30pm - 4:20pm |
An Impact Investment Case Study Impact investing from idea to exit strategy. Ron Homer - RBC Global Asset Management Accepted for CFP Board Credit and CIMA designations |
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| 4:20pm - 5:10pm |
Future Talk Where the impact investing industry is headed. Annie Haines Yatskowitz - Accion Accepted for CFP Board Credit and CIMA designations |
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| 5:10pm - 6:00pm |
Reception |
