WEDNESDAY, MARCH 14TH 


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

7:30 – 8:30 AM  |   Active Owners Working Group Breakfast 


8:30 – 8:45 AM  | Welcome

8:45 – 9:15 AM  |   Keynote


9:15 - 11:30 AM | Democratizing Finance

Efforts to democratize finance start with communities defining their own needs and playing a role in addressing them. Too often however, investment products are designed without input from the communities who are most affected by the problems, and potential solutions, at play. This session will consider the challenges, and importance, of community-driven and integrated capital deployment strategies. How do mission investors approach community-based solutions while impact continues to be evaluated through the traditional lens of financial risk and return? We will explore models for organizing diverse financial and human capital to support just and sustainable economies.


11:30 AM – 12:00 PM  |   Community Reflections

Join us to learn from and appreciate Confluence Members’ reflections on the field in an open forum sharing session.


12:15 – 1:30 PM  |  Lunch


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

Beyond Quality Jobs: The Transformative Power of Worker-Ownership
Organized with Libra Foundation, RSF Social Finance, and the Fund for Democratic Communities

In the spirit of the themes of truth and transparency, this panel will delve into how our practice can range from incremental change to truly transformative strategies. In this conversation, we will explore how worker ownership is one critical path to investing with a lens of diversity, equity and inclusion. This panelist discussion features a mix of wealth inheritors, lenders, cooperative developers, and worker owners. Each of these speakers in their distinct roles will share how their own self-reflection, and personal development has impacted their path in the field.

Case for Accountability: Considering Potential Harm for Smarter Investing & Stronger Impact
Organized with Woodcock Foundation

Current impact investment due diligence and measurement frameworks tend to focus on ways in which deals create social and environmental change without fully considering external stakeholders and the potential harm that can be caused to local communities. We’ll explore this gap and discuss resources and tools for creating more accountability in our investment practices. By becoming more thoughtful about the full force of the ‘impact’, investors will make more informed decisions about intended and un-intended outcomes; avoid and mitigate harm where it’s identified, and; hold investees accountable for measuring and reporting social results. Panelists will share their own personal stories about investment projects-gone-wrong and tools for improved diligence and monitoring.

Transitioning to a 100% PRI Strategy
Organized with Tiedemann Advisors

What happens when a foundation accelerates their use of Program Related Investments (PRIs), while downsizing the deployment of grant dollars? From a variety of perspectives we will engage with the implications of scaling PRIs to 100% of a foundation’s 5% annual distribution. While perhaps at odds with traditional philanthropy, the session will cover the investment, legal, tax, and moral considerations of this approach. The adoption of PRIs in the US remains low on a relative basis, and this session seeks to highlight the added benefits of a fully integrated PRI strategy drawing from a practitioner’s perspective.

When Worlds Collide
Organized with Cambridge Associates

Impact investing has historically stood apart from “traditional,” financial-return driven investing, but increasingly an exciting convergence of variables is blurring the boundaries and perhaps turning this old distinction on its head. Innovating companies that put significant world problems at the forefront are increasingly seeing attention from mainstream investors. What does this phenomenon mean for entrepreneurs and investors alike? Is impact investing still a discrete discipline? What are the implications for human capital? This panel will explore the opportunities and potential risks for all players in the ecosystem as investment worlds converge.

Movement Building Tools and Approaches for Investors
Organized with Tides

In this session we will facilitate a conversation about political funding and environmental movement building. We will interview panelists on their experience using a variety of tools from investment solutions to community organizing to political education, to build environmental movements. We will open up conversation to engage the audience and will be asking them to consider and share their limits and fears when it comes to engaging in C4 funding, as well as potential solutions.


2:45 – 5:15 PM  |  Free Time

3:00 - 4:00 PM | Book Fair and Book Signing

Join us for refreshments, pick up a book, and have it autographed by thought-leading authors from the Confluence community. 


6:00 – 7:30 PM  |  Climate Gala

Evening Welcome

Evening Keynote

Plenary: Investing in Climate