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

7:30 - 8:30 AM  |  Active Owners Working Group Breakfast Discussion
Sponsored by Trillium Asset Management

Please join members of Confluence Philanthropy’s Active Owners Working Group to discuss the latest issues in political accountability and corporate transparency. The 2016 elections, both local and national, provided important feedback about the intersection of money and the political process.  This breakfast is an opportunity to reflect upon our role as impact investors and to identify the tools at our disposal.  We’ll discuss how to move forward as a community and work to highlight some themes in the year ahead.


  • Allison Barlow, Program Director, Democracy and Media, Wallace Global Fund (Facilitator)
  • Liz Kennedy, Director, Democracy and Government Reform, Center for American Progress
  • Matt Patsky, CEO, Trillium Asset Management


8:30 – 8:45 AM  |  Break


8:45 - 9:00 AM  |  Board Welcome
Lisa Renstrom, Trustee, Bonwood Foundation and Board Chair, Confluence Philanthropy


9:00 – 10:30 AM  |  Plenary

Financing a New Economy: Can Social Equity be an Impact Theme?
As social justice and the battle against inequality take a more prominent role in philanthropy, how can these impact themes translate into specific impact investing opportunities? What are the specific ways that social themes can be furthered through investments by a foundation's endowment? The session brings forward examples of initiatives that are serious about scale and realistic about the challenges this work faces.


  • Flozell Daniels, President & CEO, Foundation for Louisiana
  • Daryn Dodson, Consultant to the Board of Directors, Calvert Funds
  • Justin Maxson, Executive Director, Mary Reynolds Babcock Foundation
  • Jeff Rosen, CFO, Solidago Foundation and Board Member, Confluence Philanthropy (Moderator)
  • Sherece West-Scantlebury, President and CEO, Winthrop Rockefeller Foundation


10:30 – 11:00 AM  |   Community Reflections
Facilitated by Dana Lanza, CEO, Confluence Philanthropy and Shawn Ginwright, Trustee, The California Endowment and Board Member, Confluence Philanthropy
Join us to learn from and appreciate Confluence Members’ reflections on the field in an open forum sharing session.


11:00 – 11:15 AM  |  Break


11:15 AM – 12:15 PM  |  Keynote: Jane Goodall, Founder, The Jane Goodall Institute
Introduction by Bruce Kahn, Board Member, Confluence Philanthropy

In July 1960, at the age of 26, Jane Goodall traveled from England to what is now Tanzania and bravely entered the little-known world of wild chimpanzees. She was equipped with nothing more than a notebook and a pair of binoculars. But with her unyielding patience and characteristic optimism, she won the trust of these initially shy creatures, and she managed to open a window into their sometimes strange and often familiar-seeming lives. The public was fascinated and remains so to this day.

Today, Jane’s work revolves around inspiring action on behalf of endangered species, particularly chimpanzees, and encouraging people to do their part to make the world a better place for people, animals, and the environment we all share. The Jane Goodall Institute works to protect the famous chimpanzees of Gombe National Park in Tanzania, but recognizes this cannot be accomplished without a comprehensive approach that addresses the needs of local people who are critical to chimpanzee survival. Jane Goodall’s pioneering work in environmental education and community-based conservation has grown to150,000 members in more than 130 countries. For these reasons in 2002 she was honored to become a “Messenger of Peace’ by The United Nations.

Jane will join us to share her impassioned vision about the importance of conservation and building resilient ecosystems for habitat preservation.


12:15 – 1:30 PM  |  Lunch


12:15 – 1:30 PM  |  Special Luncheon with Jane Goodall (by invitation only)


12:15 - 1:30 PM  |  Special Luncheon: Rainmakers Funding Collaborative (Investor Focus)
Join Confluence Members to learn about The Rainmakers Investment Collaborative. By using a census-based  process Rainmakers have crafted a collaborative PRI fund to benefit Native communities throughout New Mexico and Arizona in Pueblo, Navajo, Hopi, and Apache communities. Below market rate loans and grants are made for sustainable community development, tribal social enterprise, agriculture, and affordable housing. This luncheon will share the Rainmakers story and offer the opportunity to learn more about participating in the Collaborative.

  • Dave Castillo, CEO, Native Capital Access
  • Stanley Keasling, CEO, Rural Community Assistance Corporation
  • Jeff Pace, CFO, The Christensen Fund (Organizer)


1:30 – 2:45 PM  |  Concurrent Sessions (Choose one)


Accelerating Innovation through Collaboration
Organized by Pi Investments

Smart people and organizations are experimenting with innovations in impact capital deal structures and terms.  These innovations range from structured exits to pay-for-success to impact funds and holding companies.  Experiments with new structures and terms, unfortunately, often occur in isolation, and it can take years for new ideas to reach a broad audience. The impact terms project was launched to accelerate the pace of innovation in deal structures and terms by establishing a collaborative process supported by leading organizations in the impact investing field.  With this process, deal data is collected from investors and entrepreneurs, the data is analyzed to identify innovations and trends, and emerging practices are then shared with the larger community. This session explores how the collaboration is developing, including what’s working and what the challenges are.


  • John Balbach, Associate Director, Impact Investments, MacArthur Foundation
  • Aner Ben-Ami, Co-Founder & Managing Partner, Pi Investments
  • Bruce Campbell, CEO, Blue Dot Advocates (Moderator)
  • Carolina Henriquez Schmitz, Legal Manager, Thomson Reuters Foundation


Tales from the Fire: Building the Infrastructure for Place Based Investing
Organized by The Russell Family Foundation

This year’s 'Tales from the Fire' conference session shares the story of The Canopy Project, a visionary collaborative of foundations in the Pacific Northwest designed to build an ecosystem for place-based investing in the Pacific Northwest . Although the project is in transition, some of Canopy’s founders and partners join us this year to share their story. Focused discussion centers around the successful elements of the project, from its innovative training model to multi-stakeholder design and deal flow mapping. Panelists will also share the lessons learned, what ultimately did not work, and next steps.


  • Sayer Jones, Director of Mission Related Investing, Meyer Memorial Trust & Former Canopy Board Member
  • Craig Muska, Formerly Founding President, Canopy
  • Kathleen Simpson, CFO, The Russell Family Foundation (Moderator)
  • Richard Woo, CEO, The Russell Family Foundation


Investing in a Woman’s Right to Choose
Organized by The Educational Foundation of America

Resilience is defined by a diversity of choices, and a woman’s right to choose her own reproductive path is crucial to her resilience. Through its grantmaking, The Educational Foundation of America has long supported a woman’s ability to control her own reproductive health by ensuring access to safe, legal abortion and contraception. Investors and foundations are exploring using a suite of financial tools to support this access, including: impact investing through a pooled fund that provides low interest loans to abortion clinics; shareholder activism to ensure that companies cover reproductive health services for their employees; and refinancing debt and extending lines of credit. During this panel, hear from experts in investing through a gender lens; they invite you to think more broadly about the impact that your investments can have in the world.


  • Melissa Beck, ‎Executive Director, The Educational Foundation of America (Moderator)
  • Suzanne Biegel, Founder, Catalyst at Large
  • Bonnie Scott Jones, Senior Policy Advisor, Advancing New Standards in Reproductive Health
  • Ruth Shaber, MD, President, The Tara Health Foundation


How Far We’ve Come: What Movements Can Learn from the Fossil Fuel Divest Invest
Organized by Threshold Group

In this session we will address the key success factors, on-going challenges, and the evolving makeup of Divest-Invest signatories. The goal of the session is to surface key lessons that foundations, impact investors and advocacy organizations can use as they consider ways to catalyze the capital markets to tackle other social or environmental challenges. A primary example: criminal justice reform and screening out prison labor in a similar divest-invest approach. Join us to further expand the discussion.


  • Stephanie Cohn Rupp, Managing Director, Impact Investing, Threshold Group (Moderator)
  • Ellen Friedman, Executive Director, Compton Foundation
  • Paula Goldman, Vice President, Omidyar Network
  • Bill McKibben, Founder, and Schumann Distinguished Professor in Residence, Middlebury College (via videoconference)


Advancing Impact through the U.N. Sustainable Development Goals (SDGs)

The UN adopted an expansive and ambitious set of seventeen development goals that aim to “end poverty in all its forms” by 2030; addressing a range of issues including armed conflict, climate change, and equality. Analysts estimate that achieving these goals could cost as much as $4.5T per year, with an estimated funding gap of about $2.5T per year that will need to be financed by private investment. It can also be challenging to align investor interests with needs on the ground, and to connect investors to the right set of partners for an opportunity. Hear from a group of impact investors and asset owners who are creating new frameworks for impact investing by aligning their networks' efforts to the SDGs. They’ll show you how to get it done!


  • Adam Bendell, CEO, Toniic
  • Patrick Briaud, Philanthropic Advisor, Rockefeller Philanthropy Advisors (Moderator)
  • Ellen Dorsey, Executive Director, Wallace Global Fund
  • Raúl Pomares, Founder, Sonen Capital 


The Most Tremendous Legal Strategies, Believe Us

The whirlwind of executive orders from the new President’s administration has spun traditional governance on its head, and impacted groups are understandably struggling to keep pace with the changes. When faced with these challenges, impact investors are compelled to take a proactive stance by investing in the world that we want to live in — one that is sustainable and where everyone is welcome. Protecting a safe regulatory environment for investors will be critical to making progress, and legal strategies can serve as both an immediate stopgap and a long-term path to defend immigrants, climate frameworks, and corporate regulations that support investors’ rights and responsibilities. Join a discussion with legal experts to gain perspective about the role of the courts and what mission-related investors can do to support those working in the legal system on a range of issues. 


  • Allison Barlow, Program Director, Democracy and Media, Wallace Global Fund (Moderator)
  • Richard Saines, Partner, Baker & McKenzie LLP 
  • Naomi Tsu, Deputy Legal Director, Immigrant Justice Project, Southern Poverty Law Center


2:45 – 4:00 PM  |  Free Time
Refreshments hosted by Cambridge Associates


4:00 – 5:00 PM  |  Evening Keynote: James Hansen, Professor, Columbia University's Earth Institute
(Introduction by Molly Betournay, Director, Pathstone Federal Street)
Dr. James Hansen, formerly Director of the NASA Goddard Institute for Space Studies, is Adjunct Professor at Columbia University’s Earth Institute, where he directs a program in Climate Science, Awareness and Solutions. Dr. Hansen is best known for his testimony on climate change in the 1980s that helped raise awareness of global warming. Dr. Hansen is recognized for speaking truth to power and for outlining actions needed to protect the future of young people and all species on the planet.


5:00 – 6:30 PM  |  Evening Plenary: Investing in Climate Resilience: Raising All Ships
Earlier this year, Ceres and Bloomberg New Energy Finance reported that investments of $12.1 trillion must be made into new renewable energy generation over the next 25 years to limit global temperature increase to less than two degrees Celsius. This report came on the heels of COP21 in which developed countries pledged $100 billion per year in climate funding through 2020. It is clear that there is an opportunity and need for investors to focus on investments in renewable energy and energy efficiency. However, climate proofing portfolios extend far beyond clean technology and infrastructure investment. It should also include a focus on climate resilience and adaptation. This session will explore what the ripple effects of climate change truly look like and the adaption and investment needed to properly prepare for it.


  • Barbara K. Buchner, Executive Director, Climate Finance, Climate Policy Initiative (Moderator)
  • Adam Davis, Managing Partner, Ecosystem Investment Partners
  • Jeff Hebert, Deputy Mayor, Chief Resilience Officer, City of New Orleans
  • Alex Kaplan, Senior Vice President, Swiss Re
  • Robert Sanders, Senior Finance Director, Clean Energy Group


6:30 – 6:45 PM  |  Break

6:45 – 7:00 PM |  Toast to the Impact Advisors
Join us in raising a glass to recognize those impact investment advisors that were featured in Confluence Philanthropy's 2016 publication, Finding Your Way to the Right Impact Investing Advisor: A Resource Guide. 

7:00 – 7:30 PM  |  Second Line Parade to the Louisiana Museum
Depart from the Hotel Monteleone

Read about this quintessential New Orleans experience in the Special This Year section of the Program Guide. Music provided by Kinfolk Brass Band.

7:30 – 10:00 PM  |  Networking and Dinner at the Louisiana Museum with Invited Guests


10:00 PM – Late  |  After-parties (To be announced)