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

7:45 – 8:15 AM  |   Morning Meditation with Konda Mason

7:45 – 8:45 AM  |   Active Owners Working Group Breakfast

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 – 10:00 AM  |   Keynote

10:00 – 10:15 AM  |   Break

10:15 – 11:30 AM  |  Plenary: The Social Implications of Disruptive Technology for Impact Investors

This plenary will highlight the opportunities – and threats- that technology offers as a disruptive force in our collective future. How can mission investors better understand what’s at stake and think more deeply about how the associated issues of robotics, AI, just transition, and the future of renewable energy align with values? How do mission investors capitalize on these rapid changes, while driving them forward in ethical ways? 

  • Catherine Chen, Senior Vice President, RBC Wealth Management (moderator)
  • Mark Bunger, Lux Research on Synthetic Biology
  • Additional Speakers to be Announced

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.

12:00 – 1:30 PM  |  Lunch

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


Impact-First Capital: Achieving Deep Impact and Moving Beyond Market-Rate Expectations

Organized with RSF Social Finance and Global Partnerships

While the broader impact investing market continues to grow, most capital deployed under the banner of "impact" still has little ability or willingness to sacrifice financial returns or to take greater risks in exchange for exceptional social performance. This makes it all the more important for truly impact-led investors – foundations, family offices, donor advised funds, and fund managers – to take the lead in sectors where return vs. impact trade-offs are the reality. Calling into question the conventional wisdom that demonstrating “market rate” performance is the path to scaling capital in the sector, this panel will explore how an integrated capital approach – the coordinated use of grants, loans, and other forms of strategic investment – creates deep, transformative impact. Using an array of financial tools and case studies, we will discuss how foundations and philanthropic initiatives can deepen their impact with an integrated capital approach.

  • Rick Beckett, President & Chief Executive Officer, Global Partnerships
  • Deborah Frieze, Co-founder and Board Chair, Boston Impact Initiative
  • Alex Haber, Program Manager, Philanthropic Services, RSF Social Finance
  • Greg Neichin, Director, Ceniarth


Evaluating Social Impact

Organized with Linked Foundation and Sonen Capital

Funders, investors and asset managers are increasingly interested in – and obligated to – demonstrate the complete impact of their investments – including social and environmental performance alongside traditional financial reporting.  While demonstrating financial returns is relatively straightforward, quantifying social returns is often not so clear. In this session we will take a practical look at specific, actual strategies that participating funders and asset managers are using, from frameworks based on the UN Sustainable Development Goals and IRIS outputs; to organization-specific strategies that combine outputs with outcomes to measure social impact; to analyses that utilize science-based climate change benchmarks to evaluate portfolio climate performance.  We will discuss the strengths and weaknesses of these frameworks and the information we are able to communicate to our stakeholders as a result.

  • Anna de la Cruz, Senior Advisor, Linked Foundation (moderator)
  • Will Morgan, Head of Impact, Sonen Capital
  • Katherine St. Onge, Investor Relations Senior Officer, Calvert Impact Capital
  • Amrita VK Vatsal, Director, Ecotrust Forest Management


Waste is the Next Gold Rush: Impact Investing & The Circular Economy

Organized with Hull Family Foundation and Closed Loop Partners

This session will explore the role of investors in growing the circular economy, across industries, sectors, and waste streams. What is a circular economy? Looking beyond the current "take, make and dispose” extractive industrial model, the circular economy is restorative and regenerative by design. Relying on system-wide innovation, it aims to redefine products and services to design waste out, while minimizing negative impacts. Underpinned by a transition to renewable energy sources, the circular model builds economic, natural and social capital. Case studies include timely & relevant examples from companies & visionaries leading the space in sustainable apparel; compostable packaging + mycelium technology; tire waste, upcycling, & ethical footwear; investing in municipalities' recycling capacity to minimize both material and capital losses.

  • Douwe Jan Joustra, Head Circular Transformation, C&A Foundation
  • Margot Kane, CIO and CFO, Closed Loop Partners
  • Additional Speakers to Be Announced


Investing in Disaster Recovery

Organized with Cambridge Associates and Community Capital Management

Water main breaks result in $2.6 billion worth of lost water every year. Events like Hurricanes Katrina and Harvey remind us that our levees and flood walls were not built to withstand increasingly devastating weather systems. Drinking water has become unsafe for many communities, as demonstrated by the tragic lead poisoning still affecting Flint, MI. This session will explore how impact investors can respond to these disasters and work to build resilience against future water-related catastrophes.


Maintaining Inclusive Growth in Urban Economic Development

Organized with Pegasus Capital Advisors

This session will explore best practices in urban design and development to ensure inclusive economic growth.  In particular, it will focus on revitalization of existing distressed urban areas, while avoiding the negative impacts of typical gentrification.  The session will explore key elements of inclusive economic growth including: best practices in community engagement; creating opportunities for the underserved; creating and maintaining wealth within the community; sustainable building and infrastructure design; and affordable housing. Case studies will be presented that demonstrate both lessons learned and success stories.  Metrics and approaches to monitor and evaluate investments in inclusive economic growth will also be discussed. 


Tales from the Fire: Food Systems

Organized with Woodcock Foundation

  • Jeff Rosen, CFO, Solidago Foundation (moderator)
  • Bridget Dobrowski, Program & Operations Director, Sustainable Agriculture & Food Systems Funders (SAFSF)
  • Stacey Faella, Executive Director, The Woodcock Foundation
  • Additional Speakers to be Announced

2:45 – 5:15 PM  |  Free Time

5:15 |  Board Buses to Depart for YBCA

6:00 – 7:30 PM  |  

Evening Welcome

  • Berit Ashla, Vice President, Rockefeller Philanthropy Advisors

Evening Keynote

Plenary: Art, Culture, and Impact

  • Jeff Chang, Executive Director, Institute for Diversity in the Arts (moderator)
  • Deborah Cullinan, CEO, Yerba Buena Center for the Arts 
  • Additional Speakers To Be Announced

7:30 – 9:30 PM  |  Strolling Dinner and Disruptive Fashion Party

Show off your favorite brand or create your own look. Come dressed in a "disruptive" style and meet those interested in the forefront of sustainable fashion. Prizes will be awarded for the most inspiring fashions and interesting brands.

9:30 – 10:00 PM |  Board Buses and Return to Berkeley