Monday, MARCH 12TH (pre conference)

 


The Welcome Intensive: An Introduction to mission related Investing

1:00 - 5:00 PM | Welcome Intensive

The Welcome Intensive is an introduction to the concepts of mission related investing in an expert-led, small group setting. This program is for asset owners 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 Federal Street. This year, Tom Sargent 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 13th.

 

Speakers:

 Jeff Scheer  Director, Pathstone Federal Street

Jeff Scheer

Director, Pathstone Federal Street

 Patricia Farrar-Rivas   CEO, Veris Wealth Partners

Patricia Farrar-Rivas

CEO, Veris Wealth Partners

  Tom Sargent   Founding Board Member: New Field Foundation, Tamalpais Trust, Kalliopeia Foundation

Tom Sargent

Founding Board Member: New Field Foundation, Tamalpais Trust, Kalliopeia Foundation

Please note that this training is not suited for investment professionals.

1:00 PM  |  Welcome Address

1:15 PM  |  Group Introductions

We will use interactive exercises and individual sharing to get to know each other and form a learning cohort that will carry us through the conference.

2:00 PM |  A Brief History of Social Investing

While the practice of social investing is by no means a new concept, it has experienced exceptional growth in recent years. In this session, we will learn about the history and evolution of social investing, navigate the jargon (is it ESG, SRI, MRI, or impact?), and discuss the distinctions between practices. This will allow participants to clarify the types of investment strategies and tools right for them.

2:30 PM | How Can You Reflect Your Values Through Investing?

Responsible investing strategies use tools to hold established corporations accountable and encourage best practices. Impact investing, on the other hand, tends to focus on causing disruption to the status quo by supporting place-based social enterprises and game-changing new companies. Impact investing can also include new products and services offered within existing companies. While there is no right choice about which route to take, understanding your options is the first step. In this session we will explore these strategies in depth to help prepare you to craft your own personal theory of change.

3:00 PM Break

3:15 PM Crafting Your Own Approach

Reflecting upon a variety of impact investing tools and strategies, participants will work together to craft a theory of change for a foundation. Groups will design their own impact mission, investments approaches and tactics.  Once designed, groups will discuss their fiduciary responsibilities and their role as Trustees. 

4:00 PM Tales from the Field

This year we are joined by Tom Sargent, a seasoned impact investor and pioneer in the field. He will share his experiences as a values-based investor, highlighting key takeaways as well as steps (and missteps) taken throughout his personal journey.

 


5:00 - 6:30 PM  |  Break

5:30 - 8:30 PM | Confluence Partner EventInvest Well, Live Well: The Buen Vivir Fund Launch

Hosted by Thousand Currents

Come celebrate the Buen Vivir Fund's first round of grassroots investments with us and learn about our design process, launch, and innovations!


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

Skates by the Bay (a short walk from the Hotel)


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

Agave Restaurant at The Kapor Center, Downtown Oakland