July 2014 Speaker Presentations
Click the session name to download the presentation slides

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

Sponsored by: 

Accepted for CIMA designations
11:00am – 11:50am Aligning Your Clients' Vision
How to effect missions and investments.

John Coyne - Brinker Capital

Accepted for CIMA designations
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
12:40pm – 1:30pm Luncheon Address

Dr. Dan Carlin - WorldClinic

Accepted for CIMA designations
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
2:20pm – 3:10pm Profiting from Impact Investing
A different look at impactful sectors.

Gloria Nelund, TriLinc Global

Accepted for CIMA designations
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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