Thematic Conference Tracks

TUESDAY, MARCH 5TH (Pre-Conference)


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


9:00 AM-12:00 PM | Practitioners Institute - Diversity, Equity, and Inclusion
Open to Confluence Practitioner Member Delegates Only

9:00 AM | Welcome Remarks

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9:10 AM | Keynote
Angela Glover Blackwell, Founder in Residence, PolicyLink

Angela Glover Blackwell, Founder in Residence, started PolicyLink in 1999. Under Angela’s leadership, PolicyLink gained national prominence in the movement to use public policy to improve access and opportunity for all low-income people and communities of color, particularly in the areas of health, housing, transportation, and infrastructure. Prior to founding PolicyLink, Angela served as Senior VP at the Rockefeller Foundation. A lawyer by training, she gained national recognition as founder of the Oakland (CA) Urban Strategies Council. From 1977 to 1987, Angela was a partner at Public Advocates. Angela is the co-author of Uncommon Common Ground: Race and America’s Future (W.W. Norton & Co., 2010), and she authored The Curb Cut Effect, which was published in the Stanford Social Innovation Review in 2017. As a leading voice in the movement for equity in America, she is a frequent speaker at major conferences and a commentator for some of the nation’s top news organizations. Angela serves on numerous boards, and she also advises the Board of Governors of the Federal Reserve as one of 15 members of its Community Advisory Council.

10:00 AM | Plenary Discussion: Diversity, Equity, and Inclusion

The DEI session offers conference attendees a chance for deep discussion and candid conversations around how markets have traditionally excluded large swaths of society based on race and/or gender.  The concept of equity will be framed from the outset in the plenary and we will hear from experienced practitioners in the field throughout the session on best practices for creating change around DEI in their organizations and lessons learned in that process.   

“More Than Numbers” Panel Discussion
After highlighting the disparities in numbers of women and people of color in the investment industry, the panel participants will dig into how we can better measure what matters, empower these groups and create a movement for real change in the investment industry.

Solutions Panel Discussion
Despite the challenges they are steps we can take right now to begin to build a more equitable paradigm. Join us to hear about strategies that are working and lessons learned. 

Speakers:

  • Jocelyn Sargent, Executive Director, Hyams Foundation

  • Additional speakers to be announced

Community Speak Out
Session attendees will engage in a broad group discussion around how we can build a more inspiring DEI movement in philanthropy and the financial sectors.


9:00 AM-12:00 PM | Learners Institute
Open to all Pre-Conference Delegates

9AM | Selecting an Advisor
Organized with the Jessie Smith Noyes Foundation

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This session will explore strategies that foundations can take to assess, manage, and collaborate with values-aligned investment advisors. We will hear from foundations with distinct missions and investment priorities, to learn from their experiences and answer the question, “how can the practices and culture of an advisor or fund manager embody the values of a foundation?” Panelists will share their distinct processes for evaluating their own needs, identifying service providers, and collaborating with their chosen advisor. Speakers will also provide resources and practical tips for foundations looking to change the way they collaborate with their advisor.

Speakers

  • Rini Banerjee, Interim Executive Director, Jessie Smith Noyes Foundation (moderator)

  • Susan Babcock, Consultant, Susan Babcock Consulting

  • Philip Carey, Trustee, The Sapelo Foundation


10:00 AM | Concurrent Sessions (Choose One)
Open to all Pre-Conference Delegates

10:00 AM | Ins and Outs of Carve Outs
Organized with Cornerstone Capital Group

Carve-outs are an increasingly popular way for mission investors to explore new practices. While a gradual, educational, and incremental strategy is often advisable, investors must also consider a methodical approach to ensure that investments provide meaningful outcomes and measurable performance. This session will explore the considerations in choosing a carve-out strategy through the eyes of experience.

Speakers

  • Craig Metrick, Managing Director, Cornerstone Capital Group (moderator)

  • Rebekah Saul Butler, Co-Executive Director, Grove Foundation

  • Giulia Christianson, Senior Associate, World Resources Institute

  • Dan Chu, Executive Director, The Sierra Club Foundation

10:00 AM | Divest or Engage: From Fossil Fuels to Gun Stocks
Organized with Trillium Asset Management

When an industry or specific company does not align with an investor's values, the investor has two options: divest or engage. In this session, we’ll discuss what an investor can achieve through either of these two strategies and why and how some choose to implement both divestment and engagement to drive change.

Speakers:

  • Matt Patsky, CEO, Trillium Asset Management (moderator)

  • David Abbott, Executive Director, The George Gund Foundation

  • Sampriti Ganguli, CEO, Arabella Advisors


11:00 AM | Concurrent Sessions (Choose One)
Open to all Pre-Conference Delegates

11:00 AM | DAFs: Maximizing the Impact of Donor Advised Funds
Organized with Tides and Amalgamated Bank

The Donor-Advised Fund (DAF) market is now equivalent in size to the venture capital market. This both offers a great opportunity and raises growing concerns regarding transparency and impact. This session will cover ways to deepen the environmental, social and governance (ESG) focus within the DAF market, and suggest provocative and practical examples and models of how this field can evolve. As the DAF market swells to represent a significant portion of the philanthropic landscape, we need to work together to identify and strategize around the associated opportunities and risks.

Speakers:

  • Anna Fink, Vice President, Amalgamated Bank (moderator)

  • Amy Bennett, Director, Marketing, Impact Assets

  • Susan Hammel, Founder and CEO, Cogent Consulting

11:00 AM | Loan Guarantees: Catalytic and Collaborative Uses
Organized with MCE Social Capital

Loan guarantees are an underutilized tool in the investor’s toolkit. Panelists representing both big and small foundations will discuss examples of the catalytic use of loan guarantees to unlock private capital and how they have collaborated with other foundations in a guarantee "pool" to support strong performance outcomes, both domestically and globally

Speakers:

  • Catherine Covington, Managing Director and Business Development Officer, MCE Social Capital (moderator)

  • Tracy Kartye, Director of Social Investments, Annie E. Casey Foundation

  • Teri Lovelace, President, LOCUS Impact Investing

  • Amy Mullen, Chief Development Officer, Root Capital


12:00 - 4:00 PM | Local Field Trips & Off-Site Sessions (Choose One)

1) Field Trip: Climate Disaster Response and Resilience
Organized with NY Community Trust

2) Field Trip: Green Infrastructure
Organized with Natural Resources Defense Council

3) Field Trip: Affordable Housing
Organized with van Ameringen Foundation

Speakers:

  • Jonathan Rose, President, Jonathan Rose Companies

4) Field Trip: Food Systems
Organized with Fair Food Fund, Woodcock Foundation, and Natural Resources Defense Council

Speakers:

  • Oran Hesterman, President and CEO, Fair Food Fund

5) Field Trip: Brooklyn Art, Culture, and a Community in Change
Organized with Hip Hop Caucus and Brooklyn Community Foundation


Main Conference

6:00 - 7:00PM | Opening Reception
Registered Delegates & Invited Guests Only

7:00 - 9:30PM | Opening Dinner
Registered Delegates & Invited Guests Only