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

Climate Solutions Collaborative Leadership Breakfast

Food Systems Breakfast

7:45 – 8:15 AM  |   Morning Meditation with Konda Mason

8:45 – 9:00 AM  |  Morning Introduction

9:00 – 10:00 AM  |  Keynote

Lisa Mensah, President & CEO, Opportunity Finance Network

10:00 – 11:15 AM  |  Plenary

Visionary Voices: The Future of Mission Investing

This plenary will highlight ongoing trends in mission investing, including: questions around scaling the impact industry; innovating in impact; the perennial debate about concessionary vs. market rate of returns; and beyond. Case studies and examples will be used to exemplify advancements in the industry.

  • Kesha Cash, General Partner, Impact American Fund
  • Debra Schwartz, Managing Director, Impact Investments, John D. and Catherine T. MacArthur Foundation
  • Additional Speakers to be Announced

11:15 - 11:30 |  Break

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


Investing for Racial Justice

Organized with Zevin Asset Management

Inequality and injustice based on race were founding economic realities of American life and their repercussions are still reverberating in our economy. Finance is one of the main drivers of racial injustice;  investments in each asset class do affect racial equity and not always in obvious ways. Investors can help to change the historical relationship between race and power, privilege and opportunity. Learn how investment decisions affect communities of color, and explore practical examples of how foundations and impact investors can shift their investments to support racial justice.

  • Sonia Kowal, President, Zevin Asset Management
  • Additional Speakers To Be Announced


Solar Coaster

Organized with Energy Foundation and Surdna Foundation

This session will explore more innovative ways to invest in the renewable energy generation. Renewable energy as an asset class has seen a significant influx of capital from banks into senior debt and from a variety of investors into equity of solar and wind projects.  This resulted in a challenging environment for investors who are seeking yield.  This session will explore mezzanine debt and other forms of innovative financing for renewable energy projects that provide investors with an attractive risk/reward proposition. It will also explore other technologies that are becoming bankable while still providing compelling returns to investors.  Metrics and approaches to monitor and evaluate investments will also be discussed. 

  • Shuaib Siddiqui, Director, Impact Investing, Surdna Foundation
  • Additional Speakers To Be Announced


Gender Lens and Intersectional Investing

Organized with Nia Community Foundation, RSF Social Finance, and Threshold Group

Can impact investing improve the health, education, economic empowerment, safety and rights of women and girls? What evidence exists to show a correlation between investments and social change? Women are at the center of several trends shaping the future of capital markets. Yet, these trends may not be realized without an intentional and coordinated approach to increasing women’s participation and leadership in impact investing. From training young women investors, to a focus on diversity in media and local communities, we will shed light on impact beyond products or services to impacting larger systems and communities.  The audience will get a real sense of how to incorporate a systems-thinking lens to help create a more inclusive economy through investments that have multiplier effects.  

  • Kristin Hull, Founder, Nia Community Foundation
  • Deb Nelson, Vice President of Client and Community Engagement, RSF Social Finance
  • Ruth Shaber, President, Tara Health
  • Additional Speakers To Be Announced


Community Asset Building and MRI Performance

Organized with Swift Foundation

Most foundations see communities as best-performing agents of change in the pursuit of shared goals. This idea is generally applied to program dollars, in the form of grants or program-related investments. However, mission-related investment (MRI) is still mostly characterized by top-down agency, ownership and control by capital providers, subjugating the expertise and wisdom of the community. This panel will propose strategic approaches to mission-aligned, community-driven transformation by challenging the divine right of capital and the premise that foundations must try to maximize financial returns. We will suggest that foundations have a duty to mission when they invest, and we will explore how this approach can be economically sound without exploiting and extracting (through collaborative decision making and by sharing returns in ways that are proportionate to contribution). The core proposition is to redirect mission-related assets from conventional investment vehicles to mission-aligned asset-building and reinvestment in historically disenfranchised communities such as communities of color and indigenous peoples.

  • Leslie Christian, Integrated Capital Specialist, NorthStar Asset Management (Moderator)
  • Rahwa Ghirmatzion, Director of Programs, PUSH Buffalo
  • Regan Pritizker, Board Member, The Libra Foundation
  • Doria Robinson, Board Member, Cooperation Richmond


Disruption in Corporate Accountability: Moving from Transactional to Relational Strategies for Investor Impact

Organized with Boston Common Asset Management

Federal policy changes could threaten shareholder rights and investors' access to corporate management. Most investors may no longer be able to seek information, challenge policy or question business as usual. If proxy access and the ability to file shareholder resolutions are greatly diminished, how can investors achieve access, accountability and transparency from corporations?  How do we go about building and implementing these other options?  What success have others had with these strategies? How will corporations respond, and what new tools will investors need to develop?  Hear from experts in the Corporate, Foundation and Activist worlds about what works to drive constructive change in Corporations and Industries.

  • Lisa Hayles, Institutional Investment Services Manager, Boston Common Asset Management (Moderator)
  • Ivan Frishberg, Vice President, Sustainable Banking, Amalgamated Bank
  • Brianna Murphy, Vice President, Shareholder Advocacy, Trillium Asset Management
  • Additional Speakers To Be Announced


Technology and Educational Equity

Organized with Threshold Group and Avivar Capital

Impact investors are increasingly exploring the role of technology in the classroom. In this session, we will discuss what the classroom of tomorrow might look like and how technology plays into that vision. In particular, we will delve into the role technology plays in terms of equity within the educational system, with some believing that it can help level the playing field while others believe it will widen the achievement gap. Finally, we will explore what the limits of technology are. What other interventions are needed that technology cannot provide?

  • Anisa Dougherty, Impact Investing Strategist, Threshold Group (Moderator)
  • Tina Castro, CFA, Managing Partner and Co-Founder, Avivar Capital
  • Additional Speakers To Be Announced

12:45 - 2:00 PM  |  Lunch

2:00 - 3:00 PM   |  Membership Meeting

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


Climate Solutions Collaborative Meeting

Join members of the Climate Solutions Collaborative (C2C) working group to explore next-level strategies for advancing climate solutions.  Topics will include policy and regulatory engagement, metrics and portfolio alignment, as well as discussions on how to foster collective action.  Participants are encouraged to share their successes and challenges with the group to facilitate better transparency and collaboration.

Investor Alliance for Human Rights Meeting

Hosted by The Interfaith Center on Corporate Responsibility (ICCR)

The Interfaith Center on Corporate Responsibility (ICCR) is convening the Investor Alliance for Human Rights to provide a collective action platform that will consolidate and amplify investor influence on a full spectrum of human rights and labor rights issues.  Given the current threats to human rights domestically and globally, coordinated action is urgently needed to continue to press companies—both leaders and laggards— to address human rights risks, and to prevent policy and regulatory rollbacks that would forestall progress on business and human rights. The new network builds on longstanding ICCR member efforts on human rights to expand investor participation, provide more strategic focus, and maximize the collective impact of the investment community on business and human rights issues.  

This session is for all investors who may be interested in participating with in the Alliance.  Investors involved in establishing the network will discuss the goals of the Alliance, and we will hold an open forum for discussion and brainstorming on strategies to leverage the investor voice on key human rights issues.

  • Josh Zinner, CEO, Interfaith Center on Corporate Responsibility (ICCR)


Open Networking Time Over Refreshments - until 5pm