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9:30 AM - 10:30 AM |
Registration and Continental Breakfast
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10:30 AM - 10:40 AM |
Introduction and Welcome
David Smith, FA and PW Magazines
10:40 AM - 10:50 AM
Opening Remarks
Tom Kostigen, Workshop Director
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10:50 AM - 11:40 AM |
Introduction to Impact Investing
How impact investing began and why it is the fastest growing segment of financial services.
Gloria Nelund, TriLinc Global
Accepted for 1 CFP Board CE Credit. Pending approval from IMCA.
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11:40 AM - 12:30 PM |
Transitioning to Impact
How and why impact investing done right can change your business and your life for the better by combining profits and potential.
Robert Fenwick-Smith, Aravaipa Ventures
Pending approval from IMCA.
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12:30 - 1:45 PM |
Lunch
KEYNOTE ADDRESS
Philippe Cousteau, Jr. - Earth Echo International
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1:45 - 2:40 PM |
Portfolio Management
What's under the hood of impact investing vehicles that has them producing double barrel returns?
Ron Cordes, Impact Assets
Accepted for 1 CFP Board CE Credit. Pending approval from IMCA.
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2:40 - 3:35 PM |
Community Development
Using fixed income investments to profit, diversify, and simultaneously have a positive impact on communities and the environment.
James Malone, Community Capital Management
Accepted for 1 CFP Board CE Credit. Pending approval from IMCA.
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3:35 - 4:05 PM |
Networking Break
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4:05 - 5:00 PM |
Leveraging Impact
Unique ways to preserve value and inure investment trust and consideration.
Christina Black, Christie’s Fine Art Storage Services
Accepted for 1 CFP Board CE Credit. Pending approval from IMCA.
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5:00 - 6:00 PM |
Overcoming the Hurdles to Impact Investing.
How to ensure impact investments maintain principled values.
Justin Conway, Calvert Foundation; Megan Fielding, Microplace; Liz Sessler, Enterprise Community Partners
Accepted for 1 CFP Board CE Credit. Pending approval from IMCA.
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6:00 - 7:00 PM |
Cocktail Reception |
