2013 October Agenda
**Times subject to change**
| 8:30 AM - 9:00 AM |
Continental Breakfast |
| 9:00 AM - 9:10 AM |
Welcome |
| 9:10 AM - 10:00 AM |
Introduction to Impact Investing Tim Smith – Walden Asset Management What exactly is impact investing and how are assets under management going to top $1 trillion from under $100 billion today? Accepted for 1 CFP® Board CE Credit and 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 10:00 AM - 10:50 AM |
Applying Environmental, Social & Governance Criteria Moderator: Darby Hobbs, Social3 Panelists: David Eisenberg, CFA® - Mercer Bruce Kahn, Ph.D. - Sustainable Insight Capital Mgmt. Sarah Smith - Sustainalytics How to select and monitor investments that do good and perform well. Accepted for 1 CFP® Board CE Credit and 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 10:50 AM - 11:10 AM |
Break |
| 11:10 AM - 12:00 PM |
The Evolution of Impact Investing & CSR Joe Sibilia – CSRWire How businesses and investors are aligning in new ways. Accepted for 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 12:00 PM - 1:15 PM |
LUNCH Concierge Medicine Dr. Dan Carlin - WorldClinic What is concierge medicine and why is it increasingly important to the very wealthy who travel? |
| 1:15 PM - 2:05 PM |
Engaging Mainstream Investors Abigail Noble – World Economic Forum A "hot-off-the-presses" report assessing the impact investing sector and why it is teetering on explosive growth. Accepted for 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 2:05 PM - 2:55 PM |
Innovative Funding Techniques G. Ryan Ansin – The Clarity Project Some of the most creative financing techniques are being applied to people, places, and things that make a difference in the world. Profiting has never been so daring. Accepted for 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 2:55 PM - 3:10 PM |
Break |
| 3:10 PM - 4:00 PM |
Crowdfunding the Impact Opportunity Sang Lee -- Return on Change Leveraging the concept of collective funding for social entrepreneurs. Accepted for 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 4:00 PM - 5:00 PM |
Rival Returns Ron Cordes – ImpactAssets Stephen Liberatore, CFA – TIAA-Cref Can impact programs deliver solid returns with real measurable impact? You bet. Here's how. Accepted for 1 CFP® Board CE Credit and 1 CE Hour towards the CIMA®/CIMC®/CPWA® certifications. |
| 5:00 PM - 6:30 PM | Cocktail Reception |