THURSDAY, MARCH 15TH

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 is jargon that 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 truly ‘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 adopted terminology that was 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 surface this discussion. If nothing else, we might all agree that we really just want to be better investors.


11:15 - 11:30 |  Break


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

Tales from the Fire: Inclusion to Impact
Organized with Athena Capital

Innovative investors often face an opportunity set populated by new or existing teams that have limited experience with a new strategy. Oftentimes cutting-edge investment themes are not mature enough to reflect a rich mix of investment managers and products with seasoned track records. What have the pioneers learned from their experiences? This discussion will examine best practices in working with emerging managers within the evolving investing landscape.

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 of greatest concern to socially-concerned investors can be directly traced to the widening gap between rich and poor and the harmful effects on most vulnerable populations and communities. Values-driven investors have historically made commitments to opportunities that touch upon income inequality in an indirect way. But are there solutions that address income inequality head on? Can these be accomplished with market rates of return? This panel will feature a lively discussion among successful Practitioners about the feasibility of addressing income inequality through a variety of investment approaches.

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

Global leaders increasing recognize climate change as a threat to progress, prosperity, and biodiversity. Within this context, and as the U.S. relaxes environmental regulations, what is the responsibility of investors to lead in climate, 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 urgency and ambition in climate investing, how they consider the implementation of a collaborative investment model, and how effective collaboration scales solutions.

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 that assets are managed. This session will feature a range of practitioners discussing the factors that led to the pursuit of disparate strategies -- historical constraints, financial return parameters, progressive leadership -- in an effort to bring clarity to what specific commitments actually mean in practice. The discussion will not be limited to specific asset classes but will be focused on how each investor approaches their strategy. We will discuss to what extent each investment is evaluated for direct mission alignment, how/if investments are aligned with programmatic priorities. We will discuss how different strategy approaches were approved by Boards and whether certain obstacles stood in the way of even more progressive options.

 The Future of Banking

Details TBA


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. Special announcements about the successes of our programs over the past year, changes in programming, and ways that you can get involved will be made.


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 under-invested 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.

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 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 other. The session will include a visioning exercise, followed by a fishbowl style conversation, and small and large group discussion on operationalizing an impact investing Fund in which capital can flow in service of wellbeing. Come hear what these visionary leaders have to say about our shared future in investing!

Climate Solutions Collaborative Working Group Meeting


Open Networking Time Over Refreshments - until 5pm