Thematic Conference Tracks

TUESDAY, MARCH 5TH (Pre-Conference)

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

8:50 AM-12:00 PM | Practitioners Institute - Diversity, Equity, and Inclusion
This year’s Practitioners Institute offers conference attendees deep, candid discussion about how markets have traditionally excluded large swaths of society based on race and/or gender. Opening keynotes by Angela Glover Blackwell and Joan Williams will frame the concept of equity from morning’s outset, and we will hear from Confluence Practitioners about best practices and lessons learned for building authentic leadership and pathways to power within their institutions.

Open to Confluence Practitioner Member Delegates Only


8:50 AM | Brief Welcome Remarks

Diana Trump, Trustee & Treasurer, Penney Family Fund and Confluence Board Member

9:00 AM | Keynote

Angela Glover Blackwell, Founder in Residence, PolicyLink

Angela Glover Blackwell, founded PolicyLink in 1999 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. A lawyer by training, Angela is the co-author of Uncommon Common Ground: Race and America’s Future (W.W. Norton & Co., 2010), and author of The Curb-Cut Effect, published in the Stanford Social Innovation Review in 2017. She is a frequent speaker at major conferences and a commentator for some of the nation’s top news organizations.

9:30 - 9:45 AM | Flashtalk by Joan C. Williams, Distinguished Professor of Law at the University of California, Hastings School Law and Author of “White Working Class: Overcoming Class Cluelessness in America”

Described as having "something approaching rock star status” in her field by The New York Times Magazine, Joan C. Williams has played a central role in reshaping the conversation about work, gender, and class over the past quarter century. Williams is a Distinguished Professor of Law, Hastings Foundation Chair, and Founding Director of the Center for WorkLife Law at the University of California, Hastings College of the Law. Williams’ path-breaking work helped create the field of work-family studies and modern workplace flexibility policies. 

Williams is one of the 10 most cited scholars in her field. She has authored 11 books, over 90 academic articles, and her work has been covered in publications from Oprah Magazine to The Atlantic. Her Harvard Business Review article, “What So Many People Don’t Get About the U.S. Working Class” has been read over 3.7 million times and is now the most read article in HBR’s 90-plus year history. 

9:45 AM - 11:45 PM | Plenary Discussion: Diversity, Equity, and Inclusion

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

9:45 - 10:45 AM | “We Are More Than Numbers”
The data surrounding the number of women and people of color in positions of influence within the investment industry is disappointing and daunting. Panel participants will dig into how we can better measure what matters, build and empower diverse leadership, and create a movement for real change within philanthropy and the investment industry.


  • Fatima Angeles. Vice President of Programs, California Wellness Foundation (moderator)

  • Erika Davies, Racial Equity Consultant, Confluence Philanthropy

  • Edward Dugger III, President, Reinventure Capital

  • Sonia Kowal, President, Zevin Asset Management

10:45 - 10:55 AM | Break

10:55 - 11:45 AM | Building Equity Solutions
Despite the challenges, there 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.


  • Jeff Rosen, CFO, Solidago Foundation and Confluence Board Member (moderator)

  • Luz Vega-Marquis, President and CEO, Marguerite Casey Foundation

  • Jocelyn Sargent, Executive Director, Hyams Foundation

11:45 - 12:00 PM | 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.

Facilitated by Dana Lanza, CEO, Confluence Philanthropy

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


9:00 - 9:50 AM | Selecting an Advisor
Organized with the Jessie Smith Noyes Foundation

This session will explore strategies to assess, manage, and collaborate with values-aligned investment advisors. We will hear from foundations with 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 mission-driven organization?” Panelists will share their distinct processes for evaluating investment requirements, identifying potential partners, and collaborating with their chosen advisor. Speakers will also provide resources and practical tips for those looking to improve the ways in which they collaborate with their advisor.


  • Rini Banerjee, President, Jessie Smith Noyes Foundation (moderator)

  • Susan Babcock, Consultant, Babcock Consulting

  • Philip Carey, Trustee, The Sapelo Foundation

10:00 - 10:50 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.


  • 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.


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

  • David Abbott, Executive Director, The George Gund Foundation

  • Sampriti Ganguli, CEO, Arabella Advisors

  • Linda Stephans, Managing Director, Graystone Consulting, A business of Morgan Stanley 

11:00 - 11:50 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 concerns regarding transparency and impact. This session will cover ways to deepen the environmental, social and governance 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, Executive Director, Amalgamated Foundation, SVP Amalgamated Bank (moderator)

  • Amy Bennett, Director, Marketing, Impact Assets

  • Susan Hammel, Founder and CEO, Cogent Consulting

  • Joohee Rand, VP, Community Investment and Strategy, Santa Fe Community Foundation

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.


  • 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 - 12:15 | Move to Field Trips

12:00 - 4:30 PM | Local Field Trips & Off-Site Sessions (Choose One)

1) Field Trip: Climate Disaster Response, Resilience, and a Just Transition
Organized with NY Community Trust and Surdna Foundation

Hurricane Sandy was one of the most costly and destructive hurricanes in U.S. history, and it exposed New York’s vulnerabilities in a changing climate. This field trip will examine the Hurricane’s impact to some of the City’s waterfront communities and citizen response. We start off with a walking tour in Redhook, Brooklyn, a mixed income neighborhood, known as a thriving enclave for artists and its spectacular river views. Community and City leaders will share stories about how they saved homes and businesses through public-privatephilanthropic partnerships post Sandy and their strategy for mitigating future events. Next we visit UPROSE to learn about how the aftermath of climate events can be used to create a Just Transition. Join us to experience a diversity of inspiring voices and perspectives about how New York is tackling the threats posed by climate change.


  • Allison Corwin, Program Officer, Sustainable Environments, Surdna Foundation

  • Arturo Garcia-Costas, Program Officer, Thriving Communities, The New York Community Trust

  • Shuaib Siddiqui, Director of Impact Investing, Surdna Foundation

  • Elizabeth Yeampierre, Executive Director, UPROSE

  • Tevina Willis, Red Hook WIFI Communications Associate, Red Hook Initiative

2) Field Trip: Exploring Green Built Infrastructure by Foot: A Waterfront Walking Tour in DUMBO (DUMBO = “Down Under the Manhattan Brooklyn Overpass”)
Organized with Natural Resources Defense Council and Mercer

Green infrastructure is visible throughout Brooklyn’s built landscape. We’ll start with a brief exploration of 1 Hotel Brooklyn Bridge itself, which incorporates state-of-the-art energy and environmental design to demonstrate urban sustainability made real. Following, we head out on foot to explore DUMBO’s spectacular waterfront, while soaking in some of the sites and tastes of this beautiful neighborhood. Along the way we’ll hear how a once ramshackle shoreline was transformed to become one of the city’s most prized public parks and go-to destinations. Join us as we learn more about green infrastructure within our built environment, why it’s so important, and how investors can support such kinds of projects.


  • Jason Babbie, Senior Director, Healthy People & Thriving Communities, Natural Resources Defense Council (NRDC)

  • Amy Chester, Managing Director, Rebuild by Design

  • Sarah Dougherty, Green Finance Manager, Natural Resources Defense Council

  • Jay Koh, Managing Director and Founder, Lightsmith Group

  • Roland Lewis, President and CEO, Waterfront Alliance

  • John Macintosh, Partner, Seachange Capital Partners

  • John Mandyck, CEO, Urban Green Council

  • Max Messervy, Senior Associate, Responsible Investment Consultant, Mercer

  • Nicole Palomino, Senior Events Manager, 1 Hotel Brooklyn Bridge

  • Russell Unger, Chief Strategy Officer, Urban Green Council

3) Field Trip: Brooklyn Affordable Housing: Leveraging Investor Creativity to Foster Greater Opportunity
Organized with van Ameringen Foundation

Brooklyn – a new global hot-spot – is having to balance rapid growth, affordability and an array of special needs. While it is arguably government’s responsibility to enable deep subsidies and serve the very low-income population and the homeless, endowments can play a creative and responsible role in leveraging such resources. Some argue that more public dollars would be available to address such issues if there was greater investment flow into NY’s burgeoning mixed-income housing market, placing less reliance on controversial public subsidies for developers. As investors, how do we make the best use of public and private dollars to meet the wide range of need in demanding markets such as New York City? How do we leverage our influence to craft enlightened public policy and structural change? Join non-profit affordable housing developers and investors, along with Jonathan Rose, President of Jonathan Rose Companies, to tour a vibrant new housing development, and explore the dynamic yet embattled Brooklyn housing landscape.


  • Michelle de la Uz, Executive Director, 5th Ave Committee

  • Laura Kind McKenna, Trustee and Treasurer of the Patricia Kind Family Foundation, Trustee of the van Ameringen Foundation

  • Brendan McLaughlin, Executive Director of Credit & Special Underwriting and Credit Committee Chair, Office of Development, New York City Department of Housing Preservation and Development (HPD)

  • Mark Reed, Principal & Founder, The Contact Fund

  • Jonathan Rose, President, Jonathan Rose Companies

  • Ismene Speliotis, Executive Director, MHANY Management Inc.

4) Field Trip: From Farm to Fork in Brooklyn!
Organized with Fair Food Fund, Woodcock Foundation, and Natural Resources Defense Council

Brooklyn is famous for its thriving food culture and innovative start-ups that are transforming the business of food from farm to fork. Join us for a delicious afternoon out and about in New York’s most populous borough where we will hear first-hand about the opportunities and challenges food entrepreneurs face, dig into real deals, and explore the kinds of support beyond capital required to take such businesses to the next level. The day will start with a tour of a food incubator featuring lunch with local outfit Empanaderia and conclude with a tour and happy hour at New York Distilling Company, a recipient of impact investment funding via Fair Food Fund. Join us and learn why impact investors are putting food and agriculture businesses in their portfolios.

Field Trip Leaders:

  • Stacey Faella, Executive Director, Woodcock Foundation

  • Oran Hesterman, Founder and CEO, Fair Food Network and it’s impact investing arm, Fair Food Fund

  • Alex Linkow, Director, Fair Food Fund

  • Sebastian Jaramillo, Co-Founder, Mi Casa Foods and Empanaderia

  • Tom Potter, Co-Founder and President, New York Distilling Company

  • Michael Winik, Co-Founder and CEO, Our Harvest

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

Like many of America’s major metropolitan areas, Brooklyn’s vitality and diversity has nurtured and attracted a thriving arts scene -- an eclectic tapestry of cultural expression and neighborhood pride. Three decades of aggressive development have brought major changes however in the borough’s landscape and demographics. How does art and culture fare in the midst of these pressures? And can local arts initiatives be a force for community stabilization and resident-driven growth? We’ll explore these questions through a short viewing of the some of the borough’s new mega buildings in the midst of burgeoning downtown Brooklyn; then we’ll travel to the largely African-American and Latinx areas of Bedford-Stuyvesant andEast New York to visit with three community organizations that address art in the context of real-life challenges and the search for not only survival but viable economic opportunity.


  • Amy Chou, Program Officer, Brooklyn Community Foundation

  • Dr. Divine Pryor, Executive Director, Center for NuLeadership on Urban Solutions

  • Catherine Green, Founder and Executive Director, ARTs East New York

  • Terence “TC” Muhammad, Community Outreach Manager, Hip Hop Caucus

  • Regine Roumain, Founder, Haiti Cultural Exchange

Main Conference

4:00 | Main Conference Registration Opens

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

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