TUESDAY, MARCH 13TH, 2017 (pre conference)

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

8:00 - 8:30 AM  |  Morning Meditation with Konda Mason

Practitioner Institute 9AM-12PM
Open to Confluence Practitioner Members Only

9:00 – 10:00 AM  |  Keynote

10:00 AM – 12:00 PM  |  Practitioners Institute: The Future of Jobs

Learner's Institute 9AM-12PM
Open to all Pre-Conference Attendees

9:00AM  |  A Focus on Family Foundations

Organized with Rockefeller Philanthropy Advisors

  • Patrick Briaud, Philanthropic Advisor, Rockefeller Philanthropy Advisors
  • Meredith Heimburger, Director of Sustainability, 
    Cynthia and George Mitchell Foundation
  • Additional Speakers to Be Announced

10:00 AM | Concurrent Sessions (Choose One)

Climate Risk 101

Investing in the rapidly advancing clean energy economy is not always as simple as it sounds. Growing numbers of investors are taking capital out of fossil fuels and carbon intensive assets and are looking for opportunities to invest in climate solutions. Along the way some foundations and family offices have found themselves stuck and unable to move forward. Others have made progress and wish to do more. This session will seek to empower those at the beginning of their climate investing journey to understand climate risk, learn the tools to engage their peers and investment partners, and craft a strategy to break through barriers and accelerate investment.

  • Alex Bernhardt, Principal, Mercer
  • Additional Speakers to be Announced


Transforming Investment Practice

Organized with Athena Capital Advisors

Experimentation with mission-related investing has evolved to the point where different approaches have emerged.  Some investors are pushing to align their entire portfolios with their values and/or social change objectives.  Others are feathering compelling impact opportunities/managers, where feasible, into otherwise conventional investment portfolios.  Still others have embraced the carve-out approach where a separate portfolio for mission-related investments attempts to replicate and compete with the main portfolio or exists to pursue a more focused impact strategy.  What are the advantages and disadvantages of these different approaches?  What are the most effective ways to construct impact investment portfolios?  Which approaches hold the most promise for accelerating the pace of change in investment management in institutions that have social change agendas?

  • Kate Huntington, Managing Director, Athena Capital (moderator)
  • Additional Speakers to be Announced

11:00 AM | Concurrent Sessions (Choose One)

Towards 100% Total Portfolio Activation

  • Jed Emerson, Chief Impact Strategist, Impact Assets
  • Erika Karp, Founder and CEO, Cornerstone Capital Group
  • Additional Speakers to be Announced

Collaborating with CDFIs: A Win-Win Solution for Local Investing

Organized with New Hampshire Community Loan Fund and CEI

Now more than ever investors are looking for safe, high-impact investment options to help them align their investment dollars with their values, especially with a place-based perspective. Community Development Financial Institutions (CDFIs) offer opportunities to help impact investors meet their goals. They are one of the most effective ways to encourage private investment, the supply of capital, credit and other development services in economically distressed areas and to underserved populations and people for whom the economy is not working. This session will provide an overview of the genesis and purpose of CDFIs, examples of financial, social and environmental impact offerings, an investor’s perspective on why they invest in CDFIs, and the opportunity to hear from a CDFI borrower about what it meant for them to work with a CDFI.

  • Keith Bisson, President, Coastal Enterprises Inc (CEI)
  • John Hamilton, Vice President of Economic Opportunity, New Hampshire Community Loan Fund
  • Additional Speakers To Be Announced

12:00 PM |  Board Buses for Field Trips


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

Disrupting the Displacement Crisis: Affordable Housing Learning Tour

Art, Culture, and Social Enterprise in Oakland

Clean Energy Bike Tour

Speakers and Tour Leaders:

  • Danny Kennedy, Managing Director, California Clean Energy Fund (CalCEF)
  • Additional Speakers to be Announced

Exploring Healthy Communities

East Bay Tech Innovation Tour

Speakers and Tour Leaders:

  • Geoffrey Eisenberg, Principal, The Ecosystem Integrity Fund
  • Additional Speakers to be Announced


6:00 – 7:00 PM |  Opening Reception on the Lawn


7:00 – 9:30 PM |  Opening Dinner (on site)