2012 Agenda
**Times subject to change**
10:00 AM - 12:00 PM | Registration
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12:00 - 12:10 PM | Introduction and Welcome Thomas M. Kostigen PW's Editor-At-Large and Global Impact Investor columnist for Dow Jones MarketWatch and The Wall Street Journal Digital Network |
12:10 - 1:00 PM |
Lunch Q&A with Philippe Cousteau, co-founder of Earth Echo Foundation Sponsored by
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1:00 - 1:50 PM |
The Financial Advisor John Uriostegui, JP Morgan An inside look at how to redirect business and attract new capital by offering impact investing services to ultra high net worth clients. *Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations |
1:50 - 2:40 PM | The Fund Manager Ron Cordes, Genworth Financial Wealth Management Gerhard Pries, Sarona Asset Management Gil Crawford, Microvest Pioneering impact investment fund managers discuss the ins and outs of portfolio management in this burgeoning space. They'll explain what works and what doesn't and offer realistic return on investment expectations. *Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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2:40 - 3:00 PM | Networking Break
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3:00 - 3:50 PM | Due Diligence / Monitoring Megan Fielding, Microplace An up to date and forward looking discussion on how to avoid the traditional pitfalls of investing in emerging markets, as well as The Three Cups of Tea problem: ongoing monitoring. *Accepted for 1-Hour CFP® Board CE Credit and 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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3:50 - 4:40 PM | Measurement Maxwell Drever, Drever Capital Management By what metric is success? How to define, track, and report on the social and environmental performance of capital -- in addition to traditional financial reporting. Accepted for 1 CE Hour toward CIMA®/CIMC®/CPWA® Designations
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4:40 - 5:30 PM |
Bridging the Socially Responsible and Impact Investing Gap
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5:30 - 5:45 PM | Closing Remarks Jed Emerson, co-author of Impact Investing: Transforming How We Make Money While Making a Difference
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6:00 - 7:00 PM | Cocktail Reception Sponsored by |