Thematic Conference Tracks

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WEDNESDAY, FEBRUARY 26 

7:30 - 8:45 AM  |   Breakfast & Registration


8:00 - 9:00 AM  |   Special Breakfast Sessions

Active Owners Breakfast | Secrets in the Islands: Dark Money & the Caribbean
Organized with The Ocean Foundation and the Active Owners Steering Committee


9:10 AM  | Welcome

9:15 - 10:00 AM  | Keynote


10:00 - 10:15 AM | Break

10:15 - 11:30 AM | Plenary Session

Embracing the Whole


11:30 AM – 12:00 PM  |   Community Reflections

Join us for Confluence Member reflections on the field in an open-forum sharing session.


12:00 – 1:15 PM  |  Lunch with Ad Hoc Sessions


1:30 – 2:45 PM  |  Concurrent Interactive Sessions (Choose one)

Small but Mighty
Organized with Winthrop Rockefeller Foundation and Phillips Foundation

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It Takes an Ecosystem: Building a More Inclusive and Resilient Local Economy
Organized with Sunwealth Power

Total Portfolio Activation, Now What?!
Organized with Tiedemann Advisors

Gender Lens and LGBTQ Investing: Two Lenses, One Vision
Organized with Cornerstone Capital Management

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Being Intentional About Social Equity Investing
Organized with Global Endowment Management

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Empowering Gatekeepers to Unlock Catalytic Capital
Organized with Bonwood Foundation


2:45 - 3:00 PM | Break

3:00 - 4:00 PM | Book Fair and Book Signing

4:00 – 6:00 PM  |  Free Time


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6:00 – 10:00 PM  |  Evening Plenary and Gala Networking Event

Love and Resilience
Dinner will be served