Gillian Tett
Financial Times
US Managing Editor
Building An Economy That Works For All
Presented by
Celebrating its 10-year anniversary, Big Path Capital is pleased to announce the 8th annual Impact Capitalism Summit - the largest convening of investors focused on maximizing impact and maximizing return across asset classes. 

This Summit will focus on the role of capital markets in creating an economy where opportunity and prosperity are widely shared.  It will explore a simple and powerful premise…stakeholders who have a hand in creating value should share in its successful outcomes.  You will hear from prominent family offices, institutional investors and influential foundations about what is driving their impact investment decision-making in 2017 and experience an exciting lineup of discussions, debates, and performances across asset classes and impact themes.
Impact Capitalism Summit

Jeremy Keele
Sorenson Impact Center
President & CEO
Julia Balandina Jaquier
Founder & Managing Director
Vince Siciliano
New Resource Bank
President & CEO
Chintan Panchal
RPCK l Rastegar Panchal
Founding Partner
Nick Flores
Director, Impact Investing
Anna-Marie Wascher
Flat World Partners
Speakers 2017
Gary LaMarche
Democracy Alliance
Terry Tamminen
Leonardo DiCaprio Foundation
Elizabeth Carlock Phillips
Phillips Family Office
Scott C. Smith
Reed Smith
Henry McKoy
NC Central Uni, School of Business
Director of Entrepreneurship
Matt O'Hayer
Vital Farms
Founder & CEO
Bill McCalpin
Athena Capital
Managing Partner, Impact Investments
Gillian Tett
Financial Times
US Managing Editor
Tony Arnerich
Arnerich Massena & Associates
Co-CIO & Principal
Alan Snoddy
The Church Pension Group
Managing Director
David Erickson
Ascension Investment Management
Chief Investment Officer
Christie Zarkovich
Cambridge Associates
Managing Director
Sylvia Poniecki
Wespath Investment Management
Director, Positive Social Purpose Lending Program
Kurt Morriesen
Sr Manager of Impact Investing Programs & Initiatives
Stephen Freedman
UBS Wealth Management Americas
Head of Sustainable Investing
Kurt Summers
City of Chicago
City Treasurer
Fran Seegull
Executive Director
US Impact Investing Alliance
Debra Schwartz
MacArthur Foundation
Managing Director
Mark deVries
Threshold Group
Director of Manager Research
Jonathan F.P. Rose
Jonathan Rose Companies

William Towns
Benefit Chicago
Executive Director
Thomas Knowles
Gratitude Railroad

Managing Partner
Diana Propper de Callejon
Cranemere Inc
Managing Director
Eric White

Cogent Consulting Inc.
Susan Hammel
Cogent Consulting Inc.
Kurt Faulhaber
Stafford Capital Partners
Andrea Armeni
Transform Finance
Executive Director
Mamadou-Abou Sarr
Northern Trust Asset Management

Sr Vice President, Global Head of ESG
Martin Whittaker
JUST Capital
David Hood
Sonen Capital

Managing Director
Abhilash Mudaliar
Research Director

David Bank
Editor & CEO
Abigail Noble
The ImPact
Sarah Koch
The Case Foundation
Vice President Social Innovation
Amy Wang
PG Impact Investments
Vice President
George Ashton
Sol Systems
Salvador Manjivar
Benificial State Foundation
Executive Director
Shauib Sidiqqui
Surdna Foundation
Director, Impact Investing
Paul Herman
HIP Investor
CEO & Founder
Emily Chasan
Bloomberg Brief
Sustainable Finance Editor
Lindsay Zizumbo
Sorenson Impact Center
Associate Director
Bonnie Lyn de Bartok
Founder & CEO
Greg Jania
APG Asset Management
Head of Fund Investing
Will Tickle
Ballentine Partners
Sr Investment Advisor
Paul Brown
Sorenson Impact Center
Managing Director, Fixed Income Fund
Lauren Booker Allen
Omidyar Network
Sr Manager
Stephen Lee
Principal Impact Investing
John Duong
Lumina Impact Ventrures

Media Partner
2017 Sponsors & Supporters
Education Partners
Click here for Sponsorship Opportunties

MARCH 3-24


APRIL 3-10






Attendance is limited. If you have not received an invitation, you may apply by following the “REGISTER” link above.  Registration is limited to Impact investors and those allied to the field.  Impact Capitalism Summit reserves the right to limit attendance. Acceptance for registration does not constitute endorsement of a visa for international registrants.


The Union League Club of Chicago (this is also the venue for the Summit):

We have reserved a block of rooms at the Union League Club of Chicago which is also the venue for the Summit.  Please visit this link to book a room.

Click here to download all the SmarterMoney Reviews
April 25 - 26
The Path Ahead
Building An Economy That Works For All
Presented by Big Path Capital
The Impact Capitalism Summit is the largest convening of investors focused on maximizing impact and maximizing return.
Who's Attending?
Family Offices, Foundations, Institutional Investors, Wealth Advisors & Asset Managers


Day 1:  April 25, 2017

11.30 AM

1.00 PM

1.20 PM

2.00 PM

2.20 PM

3.10 PM

3.25 PM

4.15 PM

4.30 PM

5.15 PM

6.30 PM
Big Path Pre-Event - Impact Investing For Families - Catalyzing Wealth for Change

Families that had a generational dynamic


Alternative Exits


Registration opens/light bites

Opening Address



Panel 1 - Private Equity:  Systematic thinking for Private Capital Allocation


Panel 2 - Innovative Strategies in Direct Investing

TED Talk

Trump Effect on the Market Across Asset Classes

Cocktail Reception

10 Year Celebration
Day 2:  April 26, 2017
8.30 AM

8.40 AM

9.00 AM

10.00 AM

10.15 AM

11.10 AM

12.15 AM

1.45 PM

2.00 PM

2.50 PM

3.40 PM

4.30 PM



Impact at Scale, Challenges & Opportunities


Panel 2 - Faces of Founders

Impact in Action


Ted Talk

Local Dollars for Local Impact

Millennial Asset Owners

Closing - Mystery Panel

Cocktail Reception

How to build shared prosperity through banking

How to Hunt for Yield in Impact     

How to Build a Diversified Impact Portfolio

How to use innovative financial structures for Foundations
Copyright 2017 Big Path Capital
Investing banking services are provided by Intellivest Securities, Inc. a member of FINRA ( and SIPC ( 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. 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 you 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.

Other Events Presented by Big Path Capital
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.

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
Celebrating 10 Years of Leadership