friDAY, MARCH 11TH, 2016

 advisors DAY

Times & Sessions Subject to Change

7:00am

breakfast in the ballroom, the charles hotel

Special Breakfast: Investing in Water Sustainability

In coordination with Confluence Philanthropy and the Water Investors Working Group

Please join our Water Investors Working Group and steering committee chair, Jon Scott (President, Singing Field Foundation), for conversation about challenges and opportunities related to "sustainable water investment." Our informal breakfast discussion will preview Working Group plans for the coming year, and invites participants to share questions and experiences on: a) how mission-driven investors view and respond to concerns about privatization and/or commodification of natural resources and public services in the water sector, b) examples of promising or problematic "sustainable water" investments you have made or are considering.  


8:30AM

WELCOME address with gerry watson, Vice president for Finance and Operations, Rockefeller BROTHERS FUND, confluence board chair


9:00AM

Plenary: Investors Reflections with The Rockefeller Brothers Fund

The Rockefeller Brothers Fund's watershed announcement to divest from fossil fuels brought broad attention to the urgency of climate change and the practice of aligning an institution's  investments with its mission. In this session we join members of The Rockefeller Brothers Fund and their investment team as they reflect upon their journey over the past few years, from an endowment entrenched in conventional management practices to true visionaries in the field of impact investing. They will cover successes and challenges, lessons learned, surprises, and advice for other investors.  The session will be interactive with plenty of time for audience engagement.

Speakers:

  • Dana Lanza, CEO, Confluence Philanthropy (Moderator)
  • Stephen Heintz, President, Rockefeller Brothers Fund
  • Jameela Pedicini, Director, Perella Weinberg Partners
  • Valerie Rockefeller Wayne, Trustee, Rockefeller Brothers Fund
  • Adam Wolfensohn, Investment Committee Member, Rockefeller Brothers Fund

10:15AM

BREAK


10:30AM

ADVISORS KEYNOTE WITH u.s. senator elizabeth warren


11:00AM

BREAK


 

SMALL SESSIONS (CHOOSE ONE)

11:45AM

ARE THERE SOLUTIONS TO GENTRIFICATION? BUILDING PROSPERITY FROM THE COMMUNITY UP

Economic growth of working class neighborhoods doesn’t always mean that residents have to be displaced. Using innovative examples from foundation initiatives to private capital, this session will explore efforts to sustain economic growth of neighborhoods without displacing residents. These examples can serve as powerful tool for thinking about investing in ways that stabilize communities, creates job growth and provides returns. 

Speakers:

  • Kolu Zigbi, Program Director For Sustainable Agriculture And Food Systems And Eat4health Initiative, Jessie Smith Noyes Foundation (Moderator)
  • Maria Mulkeen, Program Officer, Affordable Housing, Hyams Foundation
  • Lisa Owens Pinto, Executive Director , City Life / Vida Urbana 
  • Mark Reed, Founder and Manager, Contact Fund LLC

11:45AM

INVESTING IN GENDER EQUALITY

Investing in women and girls reap positive returns for their health and well-being and that of society. It is both an economic and moral imperative – economic because social and financial outlays that raise the status and living conditions of women and girls have tremendous multiplier effects for the economy and a moral imperative because despite progress on some fronts, the fact remains that women endure various forms of discrimination, harassment, violence, marginalization and exclusion across the globe. Gender inequality is the great human rights issue of our time.  What can investors and funders do to address barriers and expand opportunities for women?  This panel will provide examples from the US and abroad of investment opportunities and grant-supported initiatives to support women's empowerment.

Speakers:

  • Lisa Hayles, Institutional Investment Services, Boston Common Asset Management (Moderator)
  • Suzanne Biegel, Catalyst at Large, and Chief Catalyst, Women Effect
  • Mara Bolis, Deputy Director, Private Sector Development, Oxfam International
  • Maria Jobin-Leeds, Founder and Managing Partner, Jobin-Leeds Partnership for Democracy and Education

11:45AM

MANAGING FOR IMPACT: METRICS 2.0 TO STRENGTHEN OUR PRACTICE

"What gets measured gets managed"--only if real intentionality is applied. A new approach, prioritizing management through measurement,  is emerging as a way to drive more impact. How can we measure impact within a framework and approach that ensures continued improvement? What is the responsibility of the investor in supporting their investees?  In this panel you'll hear from Pi Investments on their impact approach, alongside two investees--Gawa Capital and Huntington Capital– who have been developing and implementing practices to increase impact over time. They will provide specific, practical advice from their respective work in microfinance and financial inclusion, and job creation in low-income communities, while exploring how this approach can be applied to other high-impact sectors.

Speakers:

  • Morgan Simon, Senior Advisor, Pi Investments
  • Hope Mago, Principal, HCAP Partners
  • Luca Torre, Co-Founder and Co-CEO, Gawa Capital

11:45AM

OUR DEMOCRACY IN PERIL: SOCIAL IMPACT OPPORTUNITIES IN PRISON REFORM

With 2.2 million people incarcerated (50% of them with non-violent offenses) this is an assault on democracy itself.  Two-thirds of people never work again and are forced on the state and loss of tax revenue results.  Patterns of human rights abuse are prevalent as facilities are not properly staffed.  Many small rural towns don't have the appropriate resources to support the facilities while sewers are overwhelmed and environmental degradation results.  Many companies benefit from prison labor, including many household names. Prison reform is an issue that Democrats and Republicans are now in alignment on and seek to improve the prison system. How can impact investors participate?

Speakers:

  • Catherine Chen, Senior Vice President, RBC Wealth Management (Moderator)
  • Charles Fields, Chair, Edward Hazen Foundation
  • Sonia Kowal, Director of Socially Responsible Investing, Zevin Asset Management
  • Marc Mauer, Executive Director, The Sentencing Project

11:45AM

The Combined Force of Philanthropy and Impact Investing in Accelerating Water Investment

The need for resilience in our nation’s water systems is becoming ever more urgent as insufficiencies in our water management practices and infrastructure are magnified by the extremes of climate change. Investment is needed in a wide array of areas that impact water systems resilience, many of which necessitate action and partnership between investors, philanthropies, public entities, companies, and innovators. This session will explore the role philanthropy can play to help stimulate water-related investments, recognizing the need for immediate solutions alongside the goal of long-term systemic transformation.

Speakers:

  • Margaret Bowman, Consultant, Walton Family Foundation & Water Funder Initiative (Moderator)
  • Peter W. Culp, Partner, Squire Patton Boggs
  • Lauren Ferstanding, Director of Product Development, NatureVest
  • Francesca Vietor, Program Director, Environment, Public Policy, and Civic Engagement, The San Francisco Foundation

11:45AM

TALES FROM THE FIRE: LESSONS FROM CLEAN TECH

Each year we draw lessons from the field by looking through a different lens in the wide world of mission-related investing. This year we’ll look at the 2007 collapse and subsequent evolution of the clean tech industry. From 2001-2012, numerous companies underperformed or failed from a lack of business-ready products, though some like Tesla succeed in combining existing components. Now, clean tech has become more streamlined by adopting lessons from other tech cultures, but investment has shifted away from the R&D necessary for long-term breakthroughs. Join us for a reflection and discussion with experts in the field, to explore how impact investing can capitalize on these lessons to propel clean tech and manufacturing forward.

Speakers:

  • Tom Cain, CEO & Co-Founder, GSV Sustainability Partners (Moderator)
  • Temple Fennell, Private Markets Consultant, Flagship Ventures
  • Ben Gaddy, Director of Technology Development, Clean Energy Trust
  • Silda Wall Spitzer, Director & Principal, NewWorld Capital Group

1:00PM

LUNCH IN THE BALLROOM, THE CHARLES HOTEL


2:15PM

confluence practitioner's gathering ends

Those attending the Climate Solutions Summit, please view the agenda here