Big Path Capital will host the 15th Impact Capitalism Summit in Denver in April 2019. 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.


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


Jeffrey Tannenbaum

Jeffrey Tannenbaum
Titan Grove Holdings

Jennifer Kenning
Align Impact LLC
CEO & Co-Founder

Tamara Larsen
Perella Weinberg Partners
Director, Asset Management

Stephanie Gripne, PhD

Stephanie Gripne, PhD
Impact Finance Center
Founder & Director

Paulina Cromwell

Paulina Cromwell
Family Office Exchange
Manager, Knowledge Center

Glen Macdonald
Bronfman Rothschild
Managing Director

Chintan Panchal
RPCK Rastegar Panchal
Founding Partner

Holly Ruxin

Michael Hokenson
Community Investment Management

Andrew Siwo
Colonial Consulting
Investment Director

Adam Rein
Capitalize Founder

Sara Zulkosky
Greenspring Associates
Venture Partner

Praveen Sahay
WAVE Equity Partners
Founder & Managing Director

J. Tyler Blickhan
Ascension Investment Management
Senior Investment Analyst of Real Assets

Juliette Menga

Juliette Menga
Alternative Investment Group

Brian Hughes

Brian Hughes
Hughes Growth
President & Founder

Scott Sadler

Scott Sadler
Altera Private Access
Director of Impact Strategies

Elias Bachmann

Elias Bachmann
BSW Wealth Partners
Director – Private Investments

Bruce Campbell

Bruce Campbell
Blue Dot Advocates
Chief Happiness Officer

Louisa Ives

Louisa M. Ives
Chilton Trust Company
Managing Director, Head of Manager Research

Scott Barrington
North Sky Capital

Casey Verbeck

Casey Verbeck
Veris Wealth Partners
Partner, Managing Director of Marketing and Business Development

Kate Starr

Kate Starr
Flat World Partners

Alex Lamb
New Summit Investments
Managing Director

Tom Gougeon
Gates Family Foundation

Sandra Kartt
Director, Investments

Jamie Martin
Morgan Stanley
Executive Director

Jay Ripley
Global Endowment Management

Matt Greenfield
ReThink Education
Managing Partner

Katherine Pease

Katherine Pease
Cornerstone Capital
Managing Director of Impact Strategy

Stacey Flier, CFA
Principal, Sr. Consultant

Debbie Huttner

Debbie Huttner
Pearl Wealth

Will Tickle
Ballentine Partners, LLC
Partner, Senior Investment Advisor, & Director of Impact Investing

Christopher Knapp
Collaboration Capital

Thomas Knowles
Gratitude Railroad

Carl Jenkins

Carl Jenkins
BMO Harris Bank
Managing Director & Head of Community Investments

Jonathan Rose
Jonathan Rose Companies

Ryan Smith
ZOMA Capital
Managing Director

Serge LeVert-Chiasson
Sarona Asset Management
Founding VP & COO


MacArthur Foundation

Please contact Melissa@BigPathCapital.com with sponsorship inquiries. For more information, please download our Sponsorship Brochure here.


11:30 AMRegistration Opens
12:00 PMLunch Service Begins
1:00 PMOpening Welcome
1:25 PMKeynote
1:50 PMState of the Impact Investing Industry: Mainstreaming, Mature or Mediocre? Is the impact investing industry at an inflection point or an impass? There are data points that suggest either could be true. Come hear from impact investors who are in the market every day and hear them illuminate where the industry is and where it is going.
2:45 PMLightning Talk
3:00 PMNetworking Break
3:20 PMStraight Talk: LP’s Perspective on Impact Private Equity Sector. Private equity is one of the most dynamic sectors within impact investing as it allows LPs both diversification and customization in their impact theme strategy. Come hear from LPs who have experience with investing in impact private equity funds. Panelists will cover what is important to them in making their investment selections, what are best practices and new trends in this dynamic segment within impact investing.
4:15 PMLightning Talk: Results from Most Extensive Family Office Survey on Impact Investing.The Family Office Exchange (FOX), a leading family office membership group, recently conducted the most extensive survey of its 370 members regarding impact investing. Come hear the results. They will surprise you.
4:35 PMUp Close & Personal: Small Group Discussions. In this session, participants will have the chance to be part of small group discussions with investment professionals with deep experience in various impact themes including Sustainable Food, Renewables, Education Technology, Circular Economy, Green Real Estate, and FinTech.
5:10 PMClosing Remarks & End of Day One
5:20 PMCocktail Reception
7:00 PMDinner
8:00 AMBreakfast
8:40 AMWelcome By Big Path Capital & Intro Lightning Talk
8:45 AMImpact in Action. This session includes ten six-minute presentations from pre-screened private equity funds, companies, and investment strategies across various impact themes. Come see this cross-section of dynamic investment opportunities that are representative of what is happening in the impact investing sector.
10:00 AMNetworking Break
10:20 AMDonor Advised Funds: The Sleeping Giant In Impact Investing. The giant is stirring. The number of Donor Advised Funds (DAF’s) grew from 290,000 to 460,000 from 2016 to 2017 – a 60% increase in one year and assets under management in DAF’s reached $110 Bn in 2017. To date, only a tiny fraction of DAF contributions have been invested in impact investments. Things are changing. Come learn how this capital source could be a game changer for the industry.
11:15 AMThe Influencers: New Checkbooks & Their Entry Into Impact Investing. To date impact investing has been limited due to the mismatch of their minimum investment size and the size of the available funds. But with billion dollar funds and new impact fund of funds, these barriers are changing. Come here how these new investors think about impact investing and how they will influence the sector.
12:05 PMLunch
1:05 PMDirect Investment: The Family Office’s New Frontier. More family offices and high net worth individuals are investing directly into companies versus through private equity investments and Co Investments w GPs. This is a general trend but especially true for impact investing as families dial in their impact by investing in a company that has a very specific social and /or environmental outcomes. In addition, founders of impact companies are drawn to the long-term hold of family offices which differ from most private equity funds which have a 5-7 year hold period. Come here the trends, pitfalls and best practices of this growing strategy.
2:00 PMImpact Through Real Estate Investments – What’s the Real Deal?Real Estate is an overlooked asset class within an impact investing portfolio. But this is changing. Supply is increasing, real estate can have strong social impact returns which can be elusive in clean energy and sustainable food sectors and real estate investments typically have a fixed income return component. All of these factors are making impact investors integrate real estate into their impact portfolios.
2:50 PMNetworking Break
3:10 PMFamilies: Aligning their Values with their Portfolios. Aligning your investments with your values makes perfect sense and resonates with all impact investors. But the implementation of this in a family or a foundation can be difficult as different generations have different priorities around impact themes, risk/reward preferences, and diversification strategies. Come hear from professionals who have guided stakeholders through this process.
4:00 PMFireside Chat
4:15 PMClosing Remarks & End of Summit


Early Bird (Ended): $1,195
Last Chance (4/5/2019 – 4/25/2019): $1,295


Le Méridien Denver Downtown
1475 California St,
Denver, CO 80202

Le Méridien Denver Downtown


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