Diversity Driving Alpha

March 31 – April 1, 2020 | Denver, CO

Presented By:

IMPACT CAPITALISM SUMMIT DENVER'S 2020 Sponsors

JOIN THE EVENT About ICS Denver

Big Path Capital will host the 16th Impact Capitalism Summit on Denver on March 31 – April 1, 2020. ICS is one of the longest-running series of convenings for investors focused on maximizing impact and maximizing return. 

Impact Capitalism Summits offer a curated, thought-provoking, and actionable agenda designed to facilitate peer-to-peer learning and encourage collaboration in a unique environment that captures the imagination and inspires participation. Participants hear from prominent family offices, institutional investors, and influential foundations about what is driving their impact investment decision-making in 2019 and experience an exciting lineup of discussions, debates, and performances.

WHO IS ATTENDING?

Family Offices, Foundations, Institutional Investors, Wealth Advisors & Asset Managers

WHO IS ATTENDING?

Family Offices, Foundations, Institutional Investors, Wealth Advisors & Asset Managers

This Year's Keynote Speaker

Kelly Williams

The Williams Legacy Foundation
CEO

This Year's Keynote Speaker

Kelly Williams

The Williams Legacy Foundation, CEO

ICSD Speakers

Emily Chasan

Bloomberg LP, Sustainable Finance Editor

Elizabeth Hewitt

Alfred P. Sloan Foundation, Chief Investment Officer & Sr. Vice President

Ali Bayler

Spider Management-University of Richmond, Director

Seyonne Kang

Greenspring Associates, Partner

Louisa Ives

Chilton Trust, Managing Director

Elly Bringaze

Global Endowment Management, Investment Professional

Elise Liberto

Brown Advisory, Private Equity Analyst

Jessica Cook

Ascension Investment Management, Managing Director of Business Development

Kelly Chapman

Wilson Sonsini Goodrich & Rosati, Associate

Kristen Taylor

Mission Wealth, Client Advisor

Samara Jackson-Brown

Big Path Capital

Kate Huntington

Athena Capital, Managing Director, Research

Jules Pulda

Ballentine Partners, Impact Analyst

Melissa Scheiderer Thalman

Big Path Capital

Jennifer Wong

Glenmede Analyst, Private Investments – Impact

Elizabeth Hiss

Brown Advisory, Research Analyst

Jasmine Rashid

Candide Group, Creative Director

Tanya Barnes

Blackstone, Managing Director & Head of Impact Investing in Strategic Partners

Kalita Blessing

Quest Capital Management, Wealth Advisor

Tamara Larsen

Perella Weinberg Partners, Executive Director

Jennifer Kenning

Align Impact, CEO & Co-Founder

Julie Davitz

BNP Paribas/Bank of the West, Head of Impact Solutions

Natasha Lamb

Arjuna Capital, Managing Partner, Director of Equity Research & Shareholder Engagement

Carolyn LaRocco

Lakeview Institutional Wealth, President/Senior Consultant

Catharine Burkett

LCG Associates, Director of Private Investments

Allison Shapiro

Closed Loop Partners, Executive Director

Lara Banks

Makena Capital Management, Managing Director

Melissa Bender

Ropes & Gray, Partner

Christie Lange

Big Path Capital

Kristin Sikorski Koch

Jonathan Rose Companies, Director of Investor Relations

Nadia Murad

Kirkland & Ellis, Partner/Investment Funds

Tazia Smith

Deutsche Bank, Managing Director

Tania Carnegie

KPMG, Chief Impact Officer & Leader, Impact Ventures

Grace Rectra

Tiedemann Advisors, Vice President

Gwendolyn Williamson

Perkins Coie LLP, Partner

Ashley Knight

Mercer, Investment Associate

Susan Dorsey

Gates Family Foundation, Senior VP - Finance, Administration, & Impact Investing

Drake Hicks

The JPB Foundation, Senior Investment Analyst

ICSD Speakers

Anna-Marie Wascher

Flat World Partners
CEO & Founder

Emily Chasan

Bloomberg LP
Sustainable Finance Editor

Elizabeth Hewitt

Alfred P. Sloan Foundation
Chief Investment Officer & Sr. Vice President

Ali Bayler

Spider Management-University of Richmond
Director

Seyonne Kang

Greenspring Associates
Partner

Louisa Ives

Chilton Trust
Managing Director

Elly Bringaze

Global Endowment Management
Investment Professional

Elise Liberto

Brown Advisory
Private Equity Analyst

Jessica Cook

Ascension Investment Management
Managing Director of Business Development

Kelly Chapman

Wilson Sonsini Goodrich & Rosati
Associate

Kristen Taylor

Mission Wealth
Client Advisor

Samara Jackson-Brown

Big Path Capital

Kate Huntington

Athena Capital
Managing Director, Research

Jules Pulda

Ballentine Partners
Impact Analyst

Melissa Scheiderer Thalman

Big Path Captial

Jennifer Wong

Glenmede Analyst
Private Investments – Impact

Elizabeth Hiss

Brown Advisory
Research Analyst

Jasmine Rashid

Candide Group
Creative Director

Tanya Barnes

Blackstone
Managing Director & Head of Impact Investing in Strategic Partners

Kalita Blessing

Quest Capital Management
Wealth Advisor

Tamara Larsen

Perella Weinberg Partners
Executive Director

Jennifer Kenning

Align Impact
CEO & Co-Founder

Julie Davitz

BNP Paribas/Bank of the West
Head of Impact Solutions

Natasha Lamb

Arjuna Capital
Managing Partner, Director of Equity Research & Shareholder Engagement

Carolyn LaRocco

Lakeview Institutional Wealth
President/Senior Consultant

Catharine Burkett

LCG Associates
Director of Private Investments

Allison Shapiro

Closed Loop Partners
Executive Director

Lara Banks

Makena Capital Management
Managing Director

Melissa Bender

Ropes & Gray
Partner

Christie Lange

Big Path Capital

Kristin Sikorski Koch

Jonathan Rose Companies
Director of Investor Relations

Nadia Murad

Kirkland & Ellis
Partner/Investment Funds

Tazia Smith

Deutsche Bank
Managing Director

Tania Carnegie

KPMG
Chief Impact Officer & Leader, Impact Ventures

Grace Rectra

Tiedemann Advisors
Vice President

Gwendolyn Williamson

Perkins Coie LLP
Partner

Ashley Knight

Mercer Alternatives
Investment Associate

Susan Dorsey

Gates Family Foundation
Senior VP - Finance, Administration, & Impact Investing

Drake Hicks

The JPB Foundation
Senior Investment Analyst

Timetable of the Summit Agenda

Panels:

1. What Comes Around, Goes Up. The Circular Economy & Alpha.

The Circular Economy is now a ‘thing.’ Meaningful capital pools are being raised by the likes of Blackrock and Closed Loop to name two. This panel will cover the landscape featuring a private equity, public equity, and direct company all focused on the Circular Economy and its coming investing opportunities.

2. Portfolio Design for Multi-Generational Family Offices

While older generations are becoming less actively involved, and younger generations are becoming more involved, how do managers balance priorities between members with varied world views, objectives, and values?

3. The next big wave: how endowments, foundations, and institutions are repurposing capital for a better future.

Over $6T has been divested from fossil fuels in recent years with foundations and endowments leading the way. This panel will explore the approach to reinvesting that capital and the inherent challenges in meeting the often-opposing expectations of all their stakeholders.

4. The Biggest Challenges of Our Time: how women LPS are identifying future opportunities in the context of now.

Women LPs will discuss the ways in which our current world informs their view of opportunities on the horizon and how they are positioning themselves for what’s to come.

5. Beyond Gender-lens Investing

This panel will explore the ways in which gender-lens investors seek to achieve balance in an increasingly disenfranchised world by considering the importance of intersectionality and valuing the direct correlations between investing in women and girls that drive alpha.

6. Real Estate Strategies: Leaving the age of the “old boys” club.

Panels:

1. What Comes Around, Goes Up. The Circular Economy & Alpha.

The Circular Economy is now a ‘thing.’ Meaningful capital pools are being raised by the likes of Blackrock and Closed Loop to name two. This panel will cover the landscape featuring a private equity, public equity, and direct company all focused on the Circular Economy and its coming investing opportunities.

2. Portfolio Design for Multi-Generational Family Offices

While older generations are becoming less actively involved, and younger generations are becoming more involved, how do managers balance priorities between members with varied world views, objectives, and values?

3. The next big wave: how endowments, foundations, and institutions are repurposing capital for a better future.

Over $6T has been divested from fossil fuels in recent years with foundations and endowments leading the way. This panel will explore the approach to reinvesting that capital and the inherent challenges in meeting the often-opposing expectations of all their stakeholders.

4. The Biggest Challenges of Our Time: how women LPS are identifying future opportunities in the context of now.

Women LPs will discuss the ways in which our current world informs their view of opportunities on the horizon and how they are positioning themselves for what’s to come.

5. Beyond Gender-lens Investing

This panel will explore the ways in which gender-lens investors seek to achieve balance in an increasingly disenfranchised world by considering the importance of intersectionality and valuing the direct correlations between investing in women and girls that drive alpha.

6. Real Estate Strategies: Leaving the age of the “old boys” club.

9.30 - 10.30 AM Workshop
Marketing Matters!

Marketing Matters!

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

10.30 - 11.30 AM Workshop
Reinventing Experiences

Reinventing Experiences

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

11.30 - 12.30 PM Workshop
Cultures of Creativity

Cultures of Creativity

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

01.30 - 02.30 PM Workshop
Human Centered Design

Human Centered Design

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

2.30 - 3.30 PM Seminar
Marketing Matters!

Marketing Matters!

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

3.30 - 4.30 PM Workshop
Reinventing Experiences

Reinventing Experiences

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

4.30 - 5.30 PM Seminar
Cultures of Creativity

Cultures of Creativity

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

6.30 - 7.30 PM Workshop
Human Centered Design

Human Centered Design

Elise Liberto

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

09.00 - 11.30 AM Workshop
Marketing Matters!

Marketing Matters!

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

9.30 - 10.30 AM Seminar
Reinventing Experiences

Reinventing Experiences

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

10.30 - 11.30 AM Workshop
Cultures of Creativity

Cultures of Creativity

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

12.30 - 01.30 PM Workshop
Human Centered Design

Human Centered Design

How you transform your business as technology, consumer, habits industry dynamics change? Find out from those leading the charge. How you transform

PRICING OPTIONS REGISTER HERE

EARLY BIRD

EARLY BIRD

$1195

EARLY BIRD
REGULAR

REGULAR

$1295

REGULAR
JUST-IN-Time

JUST-IN-Time

$1350

JUST-IN-Time

PRICING OPTIONS REGISTRATION

Early Bird: $1,195
Regular: $1,295
Just-In-Time: $1,350

Travel Info Where & How

Le Méridien Denver Downtown

1475 California St, Denver, CO 80202

For More Info

Name: ​Melissa Scheiderer Thalman Phone: (828) 844-4070 Email: melissa@bigpathcapital.com

Airports

The summit is accessible by air via the following airports.

Denver

Code: DEN

Web:
flydenver.com

Boulder

Code: BDU, WBU

Web:
bouldercolorado.gov/airport

Travel Info Where & How

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Disclaimer:

Bigpathcapital.com (the “Big Path Website”) is a website operated by Big Path Capital, LLC, a privately held Tennessee LLC. Big Path is not a registered broker dealer. Big Path offer investment advisory and merger and acquisitions planning and support. Other services, such as private securities placements, are only offered by these Company team members: J.D. Dell, Christie Lange, Shawn Lesser, and Michael Whelchel (“GCS Reps “), through their separate registration with Growth Capital Services, Inc., a licensed broker-dealer and member of FINRA/SIPC (“GCS”), office of supervisory jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. GCS and Big Path Capital are separate entities, and only certain securities brokered by GCS Reps are offered and sold through GCS. You can find more information about GCS and GCS Reps here and through FINRA Broker Check.