Thematic Conference Tracks

Click on the icons above to view the agenda sorted by track.

MONDAY, MARCH 4TH (Pre-Conference)

1:00-5:00 PM | The Welcome Intensive: An Introduction to Mission Related Investing (Hosted at The Ford Foundation)
Open to Welcome Intensive Registrants. Please note that this training is not suited for investment professionals.

1:00 PM | Welcome Intensive (Agenda TBA)
Organized with Pathstone Federal Street and Veris Wealth Partners

The Welcome Intensive introduces participants to the concept of mission-related investing in an expert-led, small group setting. This program is geared towards asset owners who are new to mission-related investing and offers a unique opportunity to dive into the Confluence community with a cohort of new peers and allies.

This half-day training will be led by Patricia Farrar-Rivas, CEO, Veris Wealth Partners and Jeff Scheer, Director, Pathstone. This year, Ian Simmons, Co-Founder & Principal, Blue Haven Initiative, joins us the peer investor expert. The facilitators will lead an afternoon discussion group about fiduciary duty, engaging investment advisors, and other topics critical to new mission-related investors. The Welcome Intensive will conclude with a special dinner hosted by the facilitators and Confluence staff.

Participants in the Welcome Intensive are also encouraged to attend the Learners Institute on Tuesday, March 5th.


5:00 - 6:30 PM  |  Break

6:30 - 8:30 PM  |  Welcome Intensive Dinner (open to the Welcome Intensive cohort)

6:00 - 9:00 PM |  Gratitude Dinner (by invitation only)


TUESDAY, MARCH 5TH (Pre-Conference)

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

9:00 AM-12:00 PM | Practitioners Institute - Awake, To Woke, To Work
Open to Confluence Practitioner Member Delegates Only

9:00 AM | Welcome Remarks

9:10 AM | Keynote
Angela Glover Blackwell, Founder in Residence, PolicyLink

Angela Glover Blackwell, Founder in Residence, started PolicyLink in 1999. Under Angela’s leadership, PolicyLink gained national prominence in the movement to use public policy to improve access and opportunity for all low-income people and communities of color, particularly in the areas of health, housing, transportation, and infrastructure. Prior to founding PolicyLink, Angela served as Senior VP at the Rockefeller Foundation. A lawyer by training, she gained national recognition as founder of the Oakland (CA) Urban Strategies Council. From 1977 to 1987, Angela was a partner at Public Advocates. Angela is the co-author of Uncommon Common Ground: Race and America’s Future (W.W. Norton & Co., 2010), and she authored The Curb Cut Effect, which was published in the Stanford Social Innovation Review in 2017. As a leading voice in the movement for equity in America, she is a frequent speaker at major conferences and a commentator for some of the nation’s top news organizations. Angela serves on numerous boards, and she also advises the Board of Governors of the Federal Reserve as one of 15 members of its Community Advisory Council.

10:00 AM | Plenary Discussion: Diversity, Equity, and Inclusion

The DEI session offers conference attendees a chance for deep discussion and candid conversations around how markets have traditionally excluded large swaths of society based on race and/or gender.  The concept of equity will be framed from the outset in the plenary and we will hear from experienced practitioners in the field throughout the session on best practices for creating change around DEI in their organizations and lessons learned in that process.   

“More Than Numbers” Panel Discussion
After highlighting the disparities in numbers of women and people of color in the investment industry, the panel participants will dig into how we can better measure what matters, empower these groups and create a movement for real change in the investment industry.

Solutions Panel Discussion
Despite the challenges they are steps we can take right now to begin to build a more equitable paradigm. Join us to hear about strategies that are working and lessons learned. 


  • Jocelyn Sargent, Executive Director, Hyams Foundation

  • Additional speakers to be announced

Community Speak Out
Session attendees will engage in a broad group discussion around how we can build a more inspiring DEI movement in philanthropy and the financial sectors.

9:00 AM-12:00 PM | Learners Institute
Open to all Pre-Conference Delegates

9AM | Selecting an Advisor
Organized with the Jessie Smith Noyes Foundation


This session will explore strategies that foundations can take to assess, manage, and collaborate with values-aligned investment advisors. We will hear from foundations with distinct missions and investment priorities, to learn from their experiences and answer the question, “how can the practices and culture of an advisor or fund manager embody the values of a foundation?” Panelists will share their distinct processes for evaluating their own needs, identifying service providers, and collaborating with their chosen advisor. Speakers will also provide resources and practical tips for foundations looking to change the way they collaborate with their advisor.


  • Rini Banerjee, Interim Executive Director, Jessie Smith Noyes Foundation (moderator)

  • Susan Babcock, Consultant, Susan Babcock Consulting

  • Philip Carey, Trustee, The Sapelo Foundation

10:00 AM | Concurrent Sessions (Choose One)
Open to all Pre-Conference Delegates

10:00 AM | Ins and Outs of Carve Outs
Organized with Cornerstone Capital Group


Carve-outs are an increasingly popular way for mission investors to explore new practices. While a gradual, educational, and incremental strategy is often advisable, investors must also consider a methodical approach to ensure that investments provide meaningful outcomes and measurable performance. This session will explore the considerations in choosing a carve-out strategy through the eyes of experience.


  • Craig Metrick, Managing Director, Cornerstone Capital Group (moderator)

  • Rebekah Saul Butler, Co-Executive Director, Grove Foundation

  • Giulia Christianson, Senior Associate, World Resources Institute

  • Dan Chu, Executive Director, The Sierra Club Foundation

10:00 AM | Divest or Engage: From Fossil Fuels to Gun Stocks
Organized with Trillium Asset Management

When an industry or specific company does not align with an investor's values, the investor has two options: divest or engage. In this session, we’ll discuss what an investor can achieve through either of these two strategies and why and how some choose to implement both divestment and engagement to drive change.


  • Matt Patsky, CEO, Trillium Asset Management (moderator)

  • David Abbott, Executive Director, The George Gund Foundation

  • Sampriti Ganguli, CEO, Arabella Advisors

11:00 AM | Concurrent Sessions (Choose One)
Open to all Pre-Conference Delegates

11:00 AM | DAFs: Maximizing the Impact of Donor Advised Funds
Organized with Tides and Amalgamated Bank

The Donor-Advised Fund (DAF) market is now equivalent in size to the venture capital market. This both offers a great opportunity and raises growing concerns regarding transparency and impact. This session will cover ways to deepen the environmental, social and governance (ESG) focus within the DAF market, and suggest provocative and practical examples and models of how this field can evolve. As the DAF market swells to represent a significant portion of the philanthropic landscape, we need to work together to identify and strategize around the associated opportunities and risks.


  • Anna Fink, Vice President, Amalgamated Bank (moderator)

  • Amy Bennett, Director, Marketing, Impact Assets

  • Susan Hammel, Founder and CEO, Cogent Consulting

11:00 AM | Loan Guarantees: Catalytic and Collaborative Uses
Organized with MCE Social Capital

Loan guarantees are an underutilized tool in the investor’s toolkit. Panelists representing both big and small foundations will discuss examples of the catalytic use of loan guarantees to unlock private capital and how they have collaborated with other foundations in a guarantee "pool" to support strong performance outcomes, both domestically and globally


  • Catherine Covington, Managing Director and Business Development Officer, MCE Social Capital (moderator)

  • Tracy Kartye, Director of Social Investments, Annie E. Casey Foundation

  • Teri Lovelace, President, LOCUS Impact Investing

  • Amy Mullen, Chief Development Officer, Root Capital

12:00 - 4:00 PM | Local Field Trips & Off-Site Sessions (Choose One)

1) Field Trip: Climate Disaster Response and Resilience
Organized with NY Community Trust

Hurricane Sandy was one of the most costly and destructive hurricanes in U.S. history, and it exposed New York’s vulnerabilities in a changing climate. This field trip will examine the hurricane’s impact on New York’s civil policy and planning, highlighting community-led disaster resilience initiatives and exploring ongoing vulnerabilities in our disaster preparedness and recovery efforts, nearly seven years after the hurricane made landfall.


2) Field Trip: Green Infrastructure
Organized with Natural Resources Defense Council

Green infrastructure is visible throughout Brooklyn’s built landscape. We’ll start with the One Brooklyn Bridge Hotel itself, which incorporates state-of-the-art energy and environmental design to maintain a sustainable presence in the community. Join us as we visit other green infrastructure statement pieces and learn how investors can support projects like them.

3) Field Trip: Affordable Housing
Organized with van Ameringen Foundation

Green infrastructure is visible throughout Brooklyn’s built landscape. We’ll start with the One Brooklyn Bridge Hotel itself, which incorporates state-of-the-art energy and environmental design to maintain a sustainable presence in the community. Join us as we visit other green infrastructure statement pieces and learn how investors can support projects like them.


  • Jonathan Rose, President, Jonathan Rose Companies

  • Additional speakers to be announced

4) Field Trip: Food Systems
Organized with Fair Food Fund, Woodcock Foundation, and Natural Resources Defense Council

Brooklyn is famous for its thriving gourmet foods culture, featuring tastes uniquely designed in local neighborhoods. Join us for a delicious afternoon out and about in neighborhoods where we will learn about the needs and challenges of food startups; help align investor expectations with entrepreneurs’ needs and highlight the kinds of support systems required for the success of these businesses.


  • Oran Hesterman, President and CEO, Fair Food Fund

5) Field Trip: Brooklyn Art, Culture, and a Community in Change
Organized with Hip Hop Caucus and Brooklyn Community Foundation

Brooklyn has long been a hot spot for innovation in the arts, and its long-standing communities have experienced rapid change in recent years. Join Hip Hop Caucus in exploring exciting examples of local art and culture in Brooklyn while learning about the changes that have impacted the community.

Main Conference

6:00 - 7:00PM | Opening Reception
Registered Delegates & Invited Guests Only

7:00 - 9:30PM | Opening Dinner
Registered Delegates & Invited Guests Only



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

7:45 – 8:45 AM  |   Active Owners Working Group Breakfast 

8:45 - 9:00 AM  | Welcome

Jeff Rosen, CFO, Solidago Foundation

9:00 – 10:00 AM  |   Keynote

Chid Liberty, Founder, Liberty & Justice

Chid Liberty co-founded Liberty & Justice, Africa’s first Fair Trade Certified apparel manufacturer. Exiled from his native country of Liberia, Chid returned after building a successful career in business in the U.S. Inspired by the Nobel Peace Prize winning Liberian Women’s Peace Movement, Chid built Liberty and Justice to provide economic opportunities for internally displaced women, who were vulnerable to rampant unemployment and economic exclusion. Company ownership is equitable shared and 90% of the company’s employees are women. Chid joins us to share his unique visionary story and to discuss the power of investing in African Women.

10:00 - 11:30 AM | Democratizing Finance

To democratize finance, communities must define their own needs and play a role in addressing them. Too often, however, investment products are designed without input from the communities whose challenges they seek to address. This session will consider the opportunity and need to shift the prevailing paradigm in favor of community-driven and integrated capital deployment strategies. We will challenge how mission investors approach community-based solutions and evolve beyond the traditional lens of only financial risk and return. Together, we will explore models for engaging with diverse stakeholders and investment vehicles to support just and sustainable economies.


  • Rob Thomas, President, Social(k)

  • Megan Thompson, Mission Investments Officer, Mission Investments, Ford Foundation

  • Additional speakers to be announced

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

Join us to learn from and appreciate Confluence Members’ reflections on the field in an open forum sharing session.

12:00 – 1:30 PM  |  Lunch

12:00 – 1:30 PM  |  Special Luncheon: Investing in Native Communities


Details TBA


  • Jim Enote, Director, Colorado Plateau Foundation (moderator)

  • Eva Schulte, Vice President for Economic Opportunity, Travois

  • Nick Tilsen, President and CEO, NDN Collective, Oglala Lakota Tribal Member

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

Beyond Quality Jobs: The Transformative Power of Worker-Ownership
Organized with Libra Foundation, RSF Social Finance, and the Fund for Democratic Communities

In this conversation, we will explore how worker and community ownership are critical components of any impact-investing strategy in order to achieve equity and repair the harm of the extractive economy. From pre-school teachers who own their jobs, to people who have been supporting the economic justice platform of the Movement for Black Lives, to individuals who are moving personal and institutional capital to cooperatives, this panel will provide a diverse array of perspectives. We will have a mix of funders, organizers, lenders, cooperative developers, and worker owners, and each of them will share the concrete ways they are working to finance and build a more democratic, just, and sustainable economy for all.

Join us to learn more about how community-based governance, democratic ownership, and community wealth building are all core strategies in impact investing.


  • Alex Haber, Philanthropic Advisor, RSF Social Finance (moderator)

  • Ed Whitfield, Co-Managing Director, Fund for Democratic Communities

Case for Accountability: Considering Potential Harm for Smarter Investing & Stronger Impact
Organized with Woodcock Foundation

Current impact investment due diligence and measurement frameworks tend to focus on how deals can create social and environmental change. Unfortunately, they don’t fully consider all external stakeholders and the potential harm to local communities. We will explore this gap and discuss resources and tools for creating more accountability in our investment practices. By being more thoughtful about the full force of the “impact” of our investments, we as investors can make more informed decisions about intended and unintended outcomes; avoid and mitigate harm where it can be identified; and hold investees accountable for measuring and reporting on social results. Panelists will share their own personal stories about investment projects gone wrong and tools for improved diligence and monitoring.


  • Stacey Faella, Executive Director, Woodcock Foundation (moderator)

  • Natalie Bridgeman Fields, Founder and Executive Director, Accountability Councel

  • Will Morgan, Head of Impact, Sonen Capital

  • Mali Ole Kaunga, Director, Indigenous Movement for Peace Advancement and Conflict Transformation (IMPACT)

  • Gabino Vicente, Community Leader, Mexico

Transitioning to a 100% PRI Strategy
Organized with Tiedemann Advisors


What happens when a foundation accelerates its use of Program Related Investments (PRIs), while downsizing the deployment of grant dollars? We will engage with the implications of scaling PRIs to 100% of a foundation’s 5% annual distribution, hearing from a variety of perspectives. While perhaps at odds with traditional philanthropy, the session will cover the investment, legal, tax, and moral considerations of this approach. The adoption of PRIs in the U.S. remains low on a relative basis, and this session seeks to highlight the added benefits of a fully integrated PRI strategy, drawing from a practitioner’s perspective.


  • Brad Harrison, Director, Tiedemann Advisors (moderator)

  • Additional speakers to be announced

When Worlds Collide
Organized with Cambridge Associates

Impact investing has historically stood apart from “traditional,” financial return-driven investing, but increasingly, an exciting convergence of variables is turning this old distinction on its head. Is impact investing still a discrete discipline or does it overlap with traditional investing in more ways than we acknowledge? If so, what are the implications for investors, managers and entrepreneurs, in terms of their own identities, communication strategies, and opportunities for collaboration? This session will call on three unique stakeholders, all with experience in traditional and impact investing, to discuss the opportunities and potential risks of having these two worlds collide. Panelists will highlight specific examples in which their motivations and investment practices did or did not align with their investing partners – either their external collaborators or internal colleagues - to better understand why breakdown occurs and what is possible when viewpoints effectively converge.


  • Ira Ehrenpreis, Managing Partner, DBL Partners

  • Tom Mitchell, Managing Director, Cambridge Associates

  • Raoul Slavin Julia, Managing Director, The Aspenall Group for Treehouse Investments

Movement Building Tools and Approaches for Investors
Organized with Tides

In this session we will have a focused conversation on the full suite of strategies investors can deploy to address the harmful impacts of money in politics. From c3 charitable resources focused on movement building and civic engagement and c4 advocacy and candidate engagement efforts to investment strategies focused on shareholder action, investors and funders have a range of complementary tools at their disposal. We will hear directly from movement leaders on the importance of both c3 and c4 capital in building long term power in the face of a political system awash with corporate dollars. We will hear from a philanthropy leader on how they are prioritizing advocacy and c4 funding. And, finally, we will discuss tangible actions investors can take to align their financial investments with their c3 and c4 grant-making portfolios. We will open up the conversation to engage the audience, to learn from each other, and to address challenges or fears that people feel when considering advocacy/c4 funding as tool in their toolkit.


  • Peter Martin, Philanthropic Director, Tides (moderator)

  • Lukas Haynes, Executive Director, David Rockefeller Fund

  • Tim Smith, Director of ESG Shareowner Engagement, Walden Asset Management

  • Additional Speakers to be Announced

2:45 – 5:15 PM  |  Free Time

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

Join us for refreshments, pick up a book, and have it autographed by thought-leading authors from the Confluence community. 

6:00 – 9:00 PM  |  Climate Gala



Evening Plenary: Investing in Climate
Organized with Hip Hop Caucus

Confluence is partnering with The Hip Hop Caucus to host a Climate Gala as part of the 9th Annual Practitioners Gathering. The evening event aligns with the one year anniversary of the Hip Hop Caucus’s podcast series: Think 100%: The Coolest Show on Climate Change. In honor of the anniversary and as a special treat for Confluence delegates, we will be hosting a live taping of the Think 100% anniversary podcast show during the Climate Gala.

This particular show will center around how vulnerable communities will be impacted and transformed by climate change and the role philanthropy and impact investing can play. The hosts and speakers will surface recent real-life examples,  bring to light a conversation deeply rooted in solutions, and challenge how we truly put communities at the heart of those solutions before, during and after climate-related disasters strike. Together, we will explore the role foundations and investors play in supporting movement building and what is needed from our community to address the climate crisis.


  • Amy Goodman, Journalist, Democracy Now!

  • Dr. Mustafa Santiago Ali, Senior Vice President of Climate, Environmental Justice & Community Revitalization,

    Hip Hop Caucus (Host)

  • Antonique Smith, Grammy Nominated Singer, Actress, Activist and People’s Climate Music Ambassador (Host)

  • Rev. Lennox Yearwood Jr., President and CEO, Hip Hop Caucus (Host)

Evening Entertainment



7:30 – 9:00 AM  |  Breakfast & Registration 

9:00 – 9:15 AM  |  Morning Introduction

9:15 – 9:45 AM  |  Keynote Conversation with Anand Giridharadas and Edgar Villanueva

Anand Giridharadas, author of “Winners Take All”

This is an exciting time for social innovation. Billions of dollars are flowing into philanthropy, market-driven solutions and social entrepreneurship are flourishing, and social impact consulting and impact investing have become established professions. Yet, in Winners Take All: The Elite Charade of Changing the World, Anand Giridharadas, a former New York Times foreign correspondent, and current New York Times Bestselling Author, explains why we should not be so quick to celebrate our advances. Do the elite hijack social change? Anand shares a deeply compelling self-analysis, to challenge an ‘impact’ industry struggling with contradiction.

Edgar Villanueva, author of “Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance”

Edgar Villanueva is a nationally-recognized expert on social justice philanthropy and author of Decolonizing Wealth, which offers hopeful and compelling alternatives to the dynamics of colonization in the philanthropic and social finance sectors. He currently serves as Chair of the Board of Directors of Native Americans in Philanthropy and is a Board Member of the Andrus Family Fund, a national foundation that works to improve outcomes for vulnerable youth. Additionally, Edgar is an instructor with The Grantmaking School at the Johnson Center at Grand Valley State University and Vice President of Programs and Advocacy at the Schott Foundation for Public Education. There he oversees grant investment and capacity-building supports for education-focused justice campaigns across the United States. 

9:45 – 11:15 AM  |  Plenary

Is it Time to Stop Talking About "Impact Investing?”

The term “impact investing” can stand in the way of capital deployment. All too often, as investors trip over themselves to define, articulate, and measure the elusive notion of “impact,” blank checks await a recipient and a signature. Is impact capital “dumb money?” Are impact investors somehow more morally correct than other investors? What if we dispensed once and for all with this perplexing moniker and instead adopted terminology that is more effective at getting money out the door? Through this interactive session, we will first evidence the fact that very few agree on what “impact” means. We will then propose a variety of terms that might break through the linguistic barriers to a lexicon that – finally – liberates capital. Audience polling and spirited debate will be used to stimulate this discussion. If nothing else, we might all agree that we really just want to be better investors.


  • James Bunch, Managing Director, AIMS Imprint, Investment Management Division, Goldman Sachs (moderator)

  • Preeti Bhattacharji, Vice President, Integrated Capitals, The Heron Foundation

  • Additional speakers to be announced

11:15 - 11:30 |  Break

11:30 AM – 12:45 PM  |  Concurrent Sessions (Choose one)

Tales from the Fire: Engaging Emerging Managers
Organized with Athena Capital


Innovative investors tend to chart their own course when they expand their team of advisors and managers to execute on a new strategy. Often times, investors interested in cutting-edge investments find that the field isn’t mature yet and lacks investment managers and products with seasoned track records. What have the pioneers done to build their portfolios and the field? What have they learned from their experiences? This discussion will examine best practices in working with emerging managers within the evolving investing landscape.


  • Kate Huntington, Managing Director, Athena Capital Advisors (moderator)

  • Adam Wolfensohn, Co-Managing Partner, Encourage Capital

  • Shally Shanker, CEO & Founder, Aiim Partners

  • Additional speakers to be announced

Addressing Income Inequality in a Market Rate Impact Portfolio: Can it Be Done?
Organized with Community Capital Management


Income inequality in the United States is at an all-time high. Many of the issues and challenges that greatly concern socially conscious investors stem from the widening gap between rich and poor and its harmful effects on the most vulnerable populations and communities. Values-driven investors have historically pursued investment opportunities that indirectly touch upon income inequality, but are there solutions that address income inequality head-on? Can we tackle income inequality with market-rate investments? This panel will feature a lively discussion among successful practitioners about the feasibility of addressing income inequality through a variety of investment approaches.


  • David Sand, Chief Investment Strategist, Community Capital Management (moderator)

  • Olympia de Castro, Partner, Strategy & Investments, Community Investment Management

  • Andrea Dobson, Chief Financial Officer, Winthrop Rockefeller Foundation

  • Nick Flores, Director, Impact Investing, The Caprock Group

  • Ezra Garrett, Senior VP of Public Affairs & Impact, Oportun

Collaborations in Climate Investing
Organized with John D. and Catherine T. MacArthur Foundation

Global leaders increasingly recognize that climate change poses a threat to progress, prosperity, and biodiversity. Within this context, and as the U.S. relaxes environmental regulations, should investors lead on the climate front, and how can collaborative efforts advance this leadership? In this session, presenters will share how they have developed, or are developing, large-scale collaborations around resilience, sustainable land use, energy access, and innovative financial structures to demonstrate the urgency and ambition in climate investing. We will explore considerations for implementing a collaborative investment model and show how effective collaboration can scale solutions.


  • John Balbach, Associate Director, Impact Investments, John D. and Catherine T. MacArthur Foundation (moderator)

  • Shilpa Patel, Director, Mission Investing, Climateworks Foundation

  • Susan Phinney-Silver, Director, Mission Investing, David and Lucile Packard Foundation

  • Ramsay Ravenel, Executive Director, The Grantham Foundation for the Protection of the Environment

  • Marilyn Waite, Climate and Finance Program Officer, William and Flora Hewlett Foundation

Clarity on Commitments: Not all Impact Investment Mandates are Created Equal
Organized with Ceniarth

As a field, we have developed a disturbing tendency to celebrate the announcement of any new impact investing commitment with equal fanfare, whether the move represents a truly pioneering approach or an incremental shift in the way assets are managed. But what do these commitments actually mean in practice? This session will feature a range of practitioners discussing the factors – historical constraints, financial return parameters, progressive leadership – that led them to pursue disparate strategies. The discussion will not be limited to specific asset classes, but will focus on how each investor approaches their strategy. We will discuss to what extent practitioners evaluate each investment for direct mission alignment and how/if investments are aligned with programmatic priorities. And we’ll explore how boards approved different strategic approaches and whether certain obstacles stood in the way of even more progressive options.


  • Vince Knowles, Investment Manager, Ceniarth LLC (moderator)

  • Meredith Heimburger, Board Member & Finance Committee Member, Cynthia and George Mitchell Foundation

  • Robynn Steffen, Director, Impact Investing, Omidyar Network


The Future of Banking


Digital innovations like mobile banking and cryptocurrencies are disrupting the banking industry and creating stiff competition among traditional banks and emerging fintech ventures. This disruption has changed not only the way we buy, sell, borrow and invest, but it has altered the very definitions of currency and banks themselves. It has also pushed banks to better differentiate their products and align their investments with their customers’ values. In this small session, we will explore the banking industry’s latest disruptions – technological and otherwise – to better understand how banks will serve and be served by values-aligned investors in the future.


  • Arjan Schütte, Founder and Managing Partner, Core Innovation Capital (moderator)

  • Additional speakers to be announced

12:45 - 2:00 PM  |  Lunch

2:00 - 3:00 PM   |  Membership Meeting (Members Only)

Join Confluence Philanthropy’s Board to hear about the year ahead, ask questions, and share your ideas. We will make special announcements about the successes of our programs over the past year, changes in programming, and ways that you can get involved.

3:00 – 5:00 PM  |  Post Conference Events (Working Groups & Meetings)

Becoming Better Allies: A Workshop About Social Inclusion
Organized with Nia Community Foundation and Rockefeller Philanthropy Advisors

The investment industry’s diversity numbers reveal an embarrassing truth about the field: It suffers from widespread exclusion and a lack of diverse perspective. The good news is that once we have recognized a problem, we can take steps to address it. Join us for an intensive training about how to overcome our unseen biases, how to become better allies in the workplace, and how to build an inclusive investment environment.

Filling the Gap: Bringing New and Different Investment into Reproductive Health
Organized with Jessie Smith Noyes Foundation and Tara Health Foundation

Reproductive health is underinvested in due to political complexities, challenging market conditions, and uncertain returns. The Reproductive Health Investors Alliance will bring new private-sector business models to reproductive health and justice efforts with the backing of committed philanthropies, family offices, venture investors, and private individuals. In this working group session, we will discuss opportunities that can benefit from private investment models, and we will share our learnings from the early days of the Alliance's history.


  • Rini Banerjee, Interim Executive Director, Jessie Smith Noyes Foundation

  • Lisa Hammann, COO, Tara Health Foundation

  • Additional speakers to be announced

Are we Losing our Love of Life? "It Must be the Money."
Organized with Thousand Currents

The Buen Vivir Fund (BVF) was co-designed by Thousand Currents, its grassroots partners in the Global South, and financial investors to support grassroots economic initiatives that build wealth, community power, and buen vivir – “right living,” or life in balance with natural systems and future generations. The BVF started as a learning experiment and launched its first round of investments in 2018 to support nine remarkable projects in different parts of the world. In this session, members of the BVF will share their mistakes, learnings, challenges, and successes as they developed a model that brought love and money into a healthier relationship with one another. The session will include a visioning exercise, followed by a fishbowl-style conversation, and small and large group discussions on operationalizing an impact investing fund in which capital can flow in service of well-being. Come hear what these visionary leaders have to say about our shared future in investing!


  • Rajiv Khanna, Director of Philanthropic Partnerships, Thousand Currents

  • Additional speakers to be announced


Pathways to Community Solar: C2C Working Group Meeting
Organized with Sierra Club Foundation and California Clean Energy Fund

Details TBA

3:00 – 5:00 PM  |  Open Networking