April 17-18, 2018
Chicago
IMPACT DRIVING ALPHA
&
DIVERSITY DRIVING ALPHA
ABOUT
The Impact Capitalism Summit is the largest convening of investors focused on maximizing impact and maximizing return.
Big Path Capital is pleased to announce the 10th annual Impact Capitalism Summit - the largest convening of investors focused on maximizing impact and maximizing return across asset classes. 

Impact Driving Alpha & Diversity Driving Alpha are this year's themes at the Impact Capitalism Summit in Chicago. This year's conference will explore how institutional investors are finding market performance returns and better by looking at diversity as a potential source of arbitrage.  "Talent is equally distributed but opportunity is not."  Across asset classes, there is a large segment of our economy that is on the sidelines.  Non-white, non-male fund managers, CEOs, and entrepreneurs have little access to the fuel needed to bring about meaningful innovation. Because of this, what great fund, company and investment strategy has not been funded?

The Summit will explore the progress of leading impact investment portfolios, discover the latest innovations across sectors, themes and asset classes, and identify the steps needed to harness the power of capital markets to build a sustainable, fair and just economy where opportunity and prosperity are shared by all. 

We have created a thought-provoking and actionable agenda designed to facilitate peer-to-peer learning and encourage collaboration in a unique environment that promises to capture the imagination and inspire participation. You will hear from prominent family offices, institutional investors, and influential foundations about what is driving their impact investment decision-making in 2018 and experience an exciting lineup of discussions, debates, and performances.
WHO IS ATTENDING?
Family Offices, Foundations, Institutional Investors,
Wealth Advisors & Asset Managers
SPEAKERS
Meet and hear from leaders building transformational companies and leveraging the engine of capitalism for great profits and great good.
ICS Chicago Speaker - Jennifer Kenning @ Align
ICS Chicago Speaker - Rodrigo Garcia @ Illinois State Treasury
ICS Chicago Speaker - Charlotte Laurent-Ottoman, Thirty Percent Coalition
ICS Chicago Speaker - Lily Scott Trager @ Morgan Stanley Wealth Management
ICS Chicago Speaker - Kelly Williams @ GCM Grosvenor
ICS Chicago Speaker - Olivia Prentice @ Bridges Fund Management
ICS Chicago Speaker - Suzanne Yoon @ Kinzie Capital Partners
ICS Chicago Speaker - Grace Horwitz @ Blue Haven Innitiative
ICS Chicago Speaker - Thomas Knowles @ Grattitude Railroad
ICS Chicago Speaker - Eric Jacobsen @ Dolphin Capital
ICS Chicago Speaker - Lauren Pully @ McKinsey & Company
ICS Chicago Speaker - Tim Runnalls @ Ascension
ICS Chicago Speaker - Tyler Blickhan @ Ascension
ICS Speaker - Chintan Panchal @ RPCK | Rastegar Panchal
ICS Chicago Speaker - Michael Lear @ Bernstein Private Wealth Management
ICS Chicago Speaker - Hope Mago @ HCAP Partners
ICS Chicago Speaker - Abhilash Mudaliar @ GIIN
ICS Chicago Speaker - Brian Trelstad @ Bridges Fund Management
ICS Chicago Speaker - Ardyth Neill @ Heifer Foundation
ICS Chicago Speaker - Valerie Mosley @ Valmo Ventures
ICS Chicago Speaker - Erin Harkless @ Cambridge Associates
ICS Chicago Speaker - Henry McKoy @ NC Central University
ICS Chicago Speaker - Rufus Whitley @ Oblate International Pastoral Investment Trust
ICS Chicago Speaker - Martin Nesbitt @ Vistria
ICS Chicago Speaker - Priya Parrish @ Schwartz Capital Group
ICS Chicago Speaker - Kristina Van Liew @ Graystone Consulting
ICS Chicago Speaker - Jake Barnett @ Graystone Consulting
ICS Chicago Speaker - Jennifer Signori @ Neuberger Berman
SPONSORS & SUPPORTERS
ICS Chicago Sponsor - Graystone Consulting - A Business of Morgan Stanley
ICS Chicago Sponsor - SEO AICON
Click here for Sponsorship Opportunities
Education Sponsor
AGENDA
Pre-Event Workshop:  How to Build an Impact Portfolio
9:00 am -
9:30 am
9:30 am -
9:45 am
10:15 am -
11:00 am
Impact Journey
11:00 am
Q&A AND DISCUSSION WITH AUDIENCE
Registration and Light Breakfast
Welcome by Big Path Capital
9:45 am -
10:15 am
11.30 am -
12:00 pm
Registration
12:00 pm -
1:00 pm
Lunch
1:00 pm -
1:15 pm
Welcome
1:20 pm -
1:55 pm
TED Talk:  Why Diversity Matters
3:40 pm -
4:00 pm
Impact in Action
3:10 pm -
3:40 pm
5:30 pm
Cocktail Reception
4:00 pm -
5:00 pm
Panel 2: Integrating Gender Diversity Criteria into Investment Policy
2:15 pm -
3:10 pm
1:55 pm -
2:15 pm
Panel 1: Alpha Generators
Networking Break
Keynote:  Fireside Chat
5:00 pm -
5:30 pm
TED Talk:  Impact Investing, A Path to Transform Financial Markets
8:00 am -
8:30 am
Breakfast
8:30 am -
8:35 am
Welcome by Big Path Capital
8:35 am -
9:00 am
Keynote
9:00 am -
10:00 am
Impact in Action
10:00 am -
10:30 am
Networking Break
10:30 am -
11:20 am
Panel 1.1:  Implementing ESG Investment Strategy
11:20 am -
12:20 pm
Panel 1.2:  Table Talk
12:20 pm -
1:20 pm
Lunch
1:20 pm -
1:45 pm
TED Talk:  Investor Spotlight on Impact Management
1:45 pm -
2:35 pm
Panel 1.3:  Righting the Ship for Impact Gone off Course Direct Investments
2:35 pm -
3:30 pm
Panel 1.4:  Companies
3:30 pm
TED Talk
8:00 am -
8:30 am
Breakfast
8:30 am -
8:35 am
Welcome by Big Path Capital
8:35 am -
9:00 am
Keynote
9:00 am -
10:00 am
Networking Break
10:00 am -
10:30 am
Impact in Action
10:30 am -
11:20 am
Panel 2.1:  Advocates for Board Diversity, the 30%ers
11:20 am -
12:20 pm
Panel 1.2:  Structured Connectivity
12:20 pm -
1:20 pm
Lunch
1:20 pm -
1:45 pm
TED Talk:  Investor Spotlight on Impact Measurement
1:45 pm -
2:35 pm
Panel 2.3:  How Grant Capital can De-Risk and Bring in Private Capital
2:35 pm -
3:30 pm
Panel 2.4:  Faith Based Investing
3:30 pm
TED Talk
TICKETS
Early Bird (before 3/2/2018): $1395
Regular (03/03/2018 - 03/30/2018): $1695
Late (04/01/2018 onward): $1895
Click on cover to download and to access back copies of SmarterMoney Review
Big Path Capital Education - Smarter Money Review - Benchmarks for Impact Investors
EDUCATION
Big Path Capital Education - Smarter Money Review - Diversity
ABOUT BIG PATH
Big Path Event - Train Stop Tour
Big Path Event - ICS Nantucket
OTHER EVENTS BY BIG PATH CAPITAL
Big Path Capital Event - Momentum Summit
Big Path Capital Event - Five Fund Forum
Big Path Capital was founded in 2007 in response to the old economy driven by the single gear of profit maximization reaching a dead end.  It was a moment of reckoning during which Big Path Capital was formed to advance an expansive economy built on natural, social, and financial capital. This new path, conducting business for profit and impact, represents the largest investment opportunity of our era.

Today, Big Path Capital is the leading boutique impact financial services firm delivering the most effective, efficient and successful capital raising experience and merger/acquisition services for impact focused companies, funds and investors.   Below are Big Path's four core services:

Companies:  assists owners in business sales and in equity and debt capital raising
Funds:  provides capital raising services to private fund managers
Convenings: organizes several marquee events for impact investors
Education:   curates and aggregates top impact research and content to facilitate easy access around impact themes and topics
CONTACT US
CONTACT US - Attendee?  Potential Sponsor?  Questions?  Get in touch.
Investing banking services are provided by Intellivest Securities, Inc. a member of FINRA (www.finra.org) and SIPC (www.sipc.org). The presentations given by fund managers at the Summit do not constitute an offering of securities. Such an offer may only be made in compliance with disclosure and delivery requirements under applicable, securities laws and will be limited to prescribed categories of investors. Some of the Presenters have paid Big Path Capital a fee to present. If any attendee at the event enters into a relationship with anyone met at this event, including without limitation, any presenter, and regardless of the nature of the subsequent relationship, including, without limitation, as customer, supplier, lender, investor, employee, independent contractor, the attendee does so at her or his own risk and must do their own due diligence as Big Path Capital, LLC, Intellivest Securities, Inc. and their employees, affiliates, and agents are in no way responsible for any loss suffered by you if the relationship does not work out. Our responsibility is limited to providing a comfortable venue for your education and entertainment at the event. Attendance at this event is your acknowledgement of the foregoing. Authors of the reports in the "The Data Is In" Section have given permission to include the above links.
Copyright 2017 Big Path Capital
Impact Capitalism Summit Chicago