THURSDAY, MARCH 7TH


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


9:00 – 9:15 AM  |  Morning Introduction


9:15 – 9:45 AM  |  Keynote


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.

Speakers:

  • 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. Oftenstimes, investors interested in cutting-edge investments often 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.

Speakers:

  • Kate Huntington, Managing Director, Athena Capital Advisors

  • Adam Wolfensohn, Co-Managing Partner, Encourage Capital

  • 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.

Speakers:

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

  • David Sand, Chief Investment Strategist, Community Capital Management

  • Additional speakers to be announced

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.

Speakers:

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

  • Additional speakers to be announced

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.

Speakers:

  • Greg Neichin, Director, Ceniarth LLC

  • Additional speakers to be announced

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.

Speakers:

  • 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)

Implicit Bias Workshop
Organized with Nia Community Foundation and Rockefeller Philanthropy Advisors

Details TBA

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.

Speakers:

  • 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!

Speakers:

  • Rajiv Khanna, Director of Philanthropic Partnerships, Thousand Currents

  • Additional speakers to be announced

Climate Solutions Collaborative Working Group Meeting


3:00 – 5:00 PM  |  Open Networking