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Agenda - September 30, 2014 **Times subject to change** |
| 8:30am – 9:00am |
Registration and Continential Breakfast |
| 9:00am – 9:10am |
Introduction David Smith, Group Publisher FInancial Advisor & Private Wealth magazines |
| 9:10am – 9:40am |
Opening Remarks Thomas Kostigen Impact Investing Workshop Chair |
| 9:40am – 10:40am |
Philanthropy & Impact Investing How impact investments stack up Darby Hobbs Founder, Social3 Peter McCrea Senior Managing Director, American Endowment Foundation Nancy Reyes Directory of Advisor Relations, Parnassus |
| 10:40am – 11:00am |
Coffee Break & Networking |
| 11:00am – 11:50am |
Behavioral Impact Can they get along? Gloria S. Nelund Chairman and Chief Executive Officer of TriLinc Global |
| 11:50am – 1:00pm |
Lunch |
| 1:00pm – 1:50pm |
Water Investing How to capture return Matthew J. Diserio Water Asset Management, LLC |
| 1:50pm – 2:40pm |
From Social Idea to Market An impact investment case study Michael J. Van Patten Founder & President, Mission Markets Inc. Craig Knight Co-Founder, E-Shaw |
| 2:40pm – 3:00pm |
Coffee Break & Networking |
| 3:00pm - 3:50pm |
Passing the Torch New tools reshaping social investing William Burckart Managing Director, Impact Economy (North America) |
| 3:50pm - 4:40pm |
Impact Venturing How Impact Investing Can Put Capital Providers and Seekers on the Road to More Investible Deals sponsored by The Money Management Institute Kirstin Hill Managing Director, Markets Group, Merrill Lynch Hilary Irby Managing Director, Morgan Stanley's Global Sustainable Finance group |