TUESDAY, MARCH 5TH (Pre-Conference)

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

9:00 AM-12:00 PM | Practitioners Institute - Awake, To Woke, To Work
Open to Confluence Practitioner Member Delegates Only

9:00 AM | Welcome Remarks

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.

Plenary Discussion

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

Using recent reports about the process of selecting an Investment Advisor, this Learner’s Institute session will unpack our recommendations and ways to manage, collaborate, and monitor investments through a social justice lens. We will explore questions such as: What does social justice investing look like now and in the future? How can the practices and culture of advisors and fund managers embody the values and mission of social justice and equality? What shifts need to be made internally for a stronger race and gender analysis in terms of leadership, investment managers, and vehicles? How do we collaborate with grantees to identify and foster future opportunities?


  • Rini Banerjee, Interim Executive Director, Jessie Smith Noyes Foundation

  • Additional speakers to be announced

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.


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

  • Craig Metrick, Managing Director, Cornerstone Capital Group

  • Dan Chu, Executive Director, The Sierra Club Foundation

10:00 AM | Divest or Engage: From Fossil Fuels to Gun Stocks

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.

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.


  • Anna Fink, Vice President, Amalgamated Bank

  • Additional speakers to be announced

11:00 AM | Loan Guarantors: 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


  • Catherine Covington, Managing Director and Business Development Officer

  • Teri Lovelace, President, LOCUS Impact Investing

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

1) Field Trip: Climate Disaster Response and Resilience

2) Field Trip: Green Infrastructure

3) Field Trip: Affordable Housing

4) Field Trip: Food Systems

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

Main Conference

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

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