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

C2C Leadership Breakfast

Food Systems Breakfast

8:45 – 9:00 AM  |  Morning Introduction

9:00 – 10:00 AM  |  Advisor Keynote

10:00 – 11:15 AM  |  Plenary: Finding Balance and Reach: 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.

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 so 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.


Solar Coaster

Organized with Energy Foundation and Surdna Foundation

This session proposes to 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 a senior debt and from a variety of investors into equity of solar and wind projects.  This resulted in a challenging environment for those investors who are seeking yield.  This session would explore mezzanine debt and other forms of innovative financing for the renewable energy projects as an alternative that provides investors with an attractive risk/reward proposition. It will also explore other technologies that are becoming bankable while still providing compelling returns to the investors.  Metrics and approaches to monitor and evaluate investments will also be discussed. 


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.  


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. But mission-related investment (MRI) and impact investment is still mostly characterized by top-down agency, ownership and control. This undermines MRI’s potential to unleash mission-driven transformation. This panel will propose strategic approaches to MRI and impact investment for community-driven transformation, in ways that sustain economic value while increasing impact. The core proposition is to redirect mission-related assets from conventional investment vehicles to mission-aligned asset-building and reinvestment by historically disenfranchised communities such as communities of color and Indigenous Peoples. This panel will:  situate MRI in the wider challenges of building a new economy; promote use of philanthropic capital as virtuous, redistributive and regenerative; explore collaborative ways for foundations to embrace community asset-building; and expand the understanding of fiduciary duty in MRI.


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 our 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.


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?

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.

Open Networking Time Over Refreshments - until 5pm