Early Bird (before 2/10/2019): $1,195
Regular (2/11/2019 – 3/31/2019): $1,295
Last Chance (4/1/2019 – 4/19/2019): $1,495
As the CEO of Align, Jennifer leads client relationships and strategic direction of the Align team. A frequent speaker, moderator, and guest lecturer, Jennifer is committed to building the impact investing ecosystem while leading Align. Prior to co-founding Align, Jennifer was the Director of Wealth Management and a member of the Board of Directors at Aspiriant, one of the largest family-office-style registered investment advisor firms in the country. Jennifer was named on the “40 under 40” list by Investment News in 2014, selected for Private Asset Management’s “50 Most Influential Women in Private Wealth” in 2016, and chosen as Investment News Icon and Innovator in 2017.
Jennifer serves as the Senior Investment Advisor for Impact Asset’s Annual IA 50 Impact Investing Fund Review Committee and sits on the industry advisory board of a joint project on investing in women organized by the Center for High Impact Philanthropy, the Wharton Social Impact Initiative, and the Tara Health Foundation.
Ms. Larsen is a Director in Perella Weinberg Partners’ Asset Management business. In this role, Ms. Larsen is responsible for co-leading the Mission-Aligned Investment practice of the firm. She is also a member of the Agility private investments team and Investment Committee.
Ms. Larsen has more than 18 years of investment experience. Prior to joining Perella Weinberg Partners, Ms. Larsen was at Russell Investments from 2008 to 2017, where she most recently served as Head of Private Markets Research, responsible for leading the investment selection and due diligence for various private capital investment strategies, including energy, infrastructure, private equity / debt, and real estate; she was also portfolio manager for a mission-aligned mandate focused on the healthcare, climate change mitigation, and financial inclusion sectors. She was a voting member of the Russell Investments Alternatives Subcommittee, which governed all client investment recommendations for hedge funds, private markets and listed real assets. She was previously a Senior Vice President of Centerline Capital Group, where she was a portfolio manager and acquisitions officer for a real estate investment joint venture with California Public Employees’ Retirement System (“CalPERS”). Prior to that, Ms. Larsen held acquisitions roles at Lehman Brothers and boutique real estate investment manager Thor Equities. Ms. Larsen began her career as an Analyst at J.P. Morgan Asset Management.
Ms. Larsen earned a MSc in Real Estate Development from the Massachusetts Institute of Technology and a B.A. in Economics from Smith College. She serves on the boards of Colorado Public Television (CPT12) and a renewable energy venture focused on Sub-Saharan Africa.
Mr. Thomas Knowles serves as an Advisor at Buckhill Capital LP since 2018. He is a Managing Partner and Partner at Gratitude Railroad. He serves as a General Partner at Builders Fund. Prior to GRR, he led corporate development and strategy at Backcountry, and Liveperson. He also spent five years in investing roles with SVB Capital. He holds BSc Economics from Santa Clara University in 2003 to 2007.
Amer provides holistic values-based advice on the client wealth and strategic investment consulting to VALUEworks’ key clients on their banking and private equity investments.
Prior to joining VALUEworks, Amer spent over five years at Rothschild Bank serving international clients with a focus on entrepreneurs and global families. He originally moved to Zurich in 2010 to join a multi-family office where he was responsible for all merchant banking. Amer started his career in London, where for almost a decade he was advising entrepreneurs and family businesses on private equity and M&A at First Capital and direct investments at First Ventures.
Amer studied Manufacturing and Management at Cambridge University as post-graduate and earned a Bachelor of Engineering and Bachelor of Commerce with Japanese from Birmingham University, which included a year on scholarship to Japan. He holds a Diploma in Accounting and Finance (ACCA) and an Investment Management Certificate (IMC) from the CFA Institute.
He grew up in Kenya and is a keen cycler and open water swimmer. On the weekends, Amer can be found stand-up paddling or cooking.
Glen Macdonald is a Managing Director of Bronfman Rothschild, an investment advisory firm serving families, privately held businesses, foundations and endowments.
Recognized as a leader in values-based investing and philanthropy, Glen is a founder and Chairman of the Wealth & Giving Forum, an organization that promotes the effective deployment of capital among families and foundations seeking both positive financial and social returns. He is also a Board member of Crane Institute of Sustainability and the Borough of Manhattan Community College Foundation, and he serves on Rising Tide Capital’s Strategic Advisory Board.
Glen was previously a Senior Vice President with U.S. Trust, a Principal at a private equity firm, and a Partner at PwC’s management consulting unit.
He has presented his perspective on the capital markets, impact investing and philanthropy at various conferences, including the Forbes Family Business Conference, Big Path’s Impact Capitalism Summit, the Social Impact Exchange Conference, and the Family Wealth Alliance. His views on industry, markets and financial management have appeared in a Wall Street Journal article he authored and in interviews with the New York Times, Financial Times, Chicago Tribune, and various business journals.
Glen was a recipient of a Ford Foundation Fellowship at the Harvard Center for International Affairs, a French Government’s Chateaubriand Fellowship and a Fulbright Scholarship to conduct research in Mexico. His research and writings have focused on economic development, foreign direct investments and the formation of common markets.
Glen received his B.A. with highest honors in political science and economics and his MA in international relations, both from UNC-Chapel Hill.
Chintan Panchal is a Founding Partner at RPCK, Rastegar Panchal, a global boutique law firm, and head of the firm’s New York office. As a corporate lawyer, entrepreneur, and sustainability professional, Chintan brings a unique perspective to his practice, counseling private equity, foundation, family office and growth company clients on corporate merger & acquisition, finance, and dispute resolution matters.
Under Chintan’s direction, RPCK has developed a dedicated impact investing practice, advising both mission-aligned investors and social enterprises. The firm works closely with clients to execute capital investments in both emerging and developed markets that generate social and environmental impact alongside market rate, risk-adjusted financial returns. Drawing upon deep commercial lending, private equity/venture capital and industry specific experience, RPCK helps clients qualify opportunities and structure transactions that achieve long term, measurable results.
With a diversity of experience building impact-focused concepts into commercial transactions, Chintan often speaks about how finance can be harnessed to leverage social and environmental objectives. He represents many of the leading impact-focused private investment funds, advisors, family offices and foundations.
In addition to his corporate practice, he has performed pro bono work representing displaced US workers denied retraining benefits under the Workforce Reinvestment Act, and also served as a member of the team representing 11 Yemeni detainees at Guantánamo Bay, Cuba. Chintan is also a board member of Camelback Ventures and serves as pro bono general counsel to Keep a Child Alive.
Holly is the CEO and Founder of Montcalm TCR, a B Corp-certified wealth management and capital markets trading firm based in San Francisco. At Montcalm TCR, Holly and her team work to guide clients to engage with their wealth by providing services that support their values, needs, and goals in the short and long term, while facilitating a holistic trading flow in impactful and sustainable investments. On the innovative financing side, Holly is also the CEO and founding partner of Montcalm Capital, Montcalm’s affiliate fund. Montcalm Capital works with companies and infrastructure projects to bring capital to the market in a collaborative win/win equation where everyone benefits, advancing environmental solutions, social initiatives and Sustainable Development Goals. For over twenty years, Holly has managed client assets, led private client teams, and traded in capital markets at Morgan Stanley, Montgomery Securities, Bank of America, and Goldman Sachs. Holly uses her extensive experience and expertise to create an innovative financial services model that raises capital in a collaborative fashion, customizes client investment portfolios, and creates financial sustainability within an overall better economic system for all.
Michael Hokenson serves as Partner of Community Investment Management and leads business development for the firm. He was co-founder of Minlam Asset Management and served as Managing Director from 2005 to 2012, where he developed an extensive network of global institutional and individual investors for Minlam Microfinance Fund. Mr. Hokenson served as a member of the fund’s Investment Committee and performed credit analysis including on-site due diligence and monitoring of active investments. Following Minlam’s acquisition, he joined TriLinc Global LLC as Director of Sales to launch the first SEC-registered impact investment fund in June 2013 focused on emerging market SME private credit.
Mr. Hokenson has published case studies on the profitability of MSME lenders in The Fortune at the Bottom of the Pyramid by Professor C.K. Prahalad. Mr. Hokenson graduated from the Erb Institute of Global Sustainable Enterprise at the University of Michigan, earning a M.B.A. at the Stephen M. Ross School of Business and a M.S. at the School of Natural Resources and Environment. He received his B.A. from St. John’s College in Santa Fe, New Mexico.
Andrew Siwo is an Investment Director and Head of Mission Related Investments at Colonial Consulting, an investment consultancy to leading foundations and endowments. The firm has over $35 billion in assets under advisement. Prior to joining Colonial Consulting, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of ImpactBase, the largest platform of impact investment funds worldwide, which he grew by $10 bn and approved more than 100 new impact funds/products targeting a financial and social/environmental return. He also educated and fostered institutional investors seeking exposure to socially/environmentally responsible investment portfolios.
Prior to joining the GIIN, Andrew spent five years in the investment banking division at JP Morgan–most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate. He also held roles on the Rates Desk executing fixed income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations.
Before JP Morgan, Andrew was a member of the Corporate Finance and Real Estate Strategy Group at Victoria’s Secret leading project finance initiatives. He began his career at E*Trade Financial managing a team of investment representatives serving active traders and high net-worth, self-directed investors. Andrew completed an MPA in Finance and Fiscal Policy at Cornell University and holds BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses.
Mark Cirilli leads MissionPoint’s overall strategy and chairs the firm’s investment committee. In addition, Mark serves as a managing director and is member of the investment committee for MissionPoint Capital Partners, a private equity firm he cofounded that specializes in clean energy and that is an affiliate of MissionPoint Partners. Mark currently serves on the boards of Hannon Armstrong (NYSE ticker: HASI), ReCommunity Holdings, MPH Energy Holdings, Just Greens (DBA AeroFarms) and is a board observer for OptiRTC. Prior to forming MissionPoint, Mark served as Chief Investment Officer of Marshall Street Management, a private family office and was a Founder and Managing Partner of MSM Capital Partners, LLC, where he developed and executed the firm’s investment strategy in clean technology and environmental finance sectors. Prior to Marshall Street, he held Chief Financial Officer and operating positions at a retail franchise and at Cannondale Corporation, a publicly traded bicycle manufacturer. In addition, Mark was with Coopers & Lybrand’s Financial Advisory Services Group where he provided due diligence and transactions services support to Fortune 500 Companies’ mergers and acquisitions activities. Mark has extensive experience in investment management, corporate finance, accounting and business operations. Mark earned an MBA with Distinction from Columbia University and a BA in Accounting and Economics from Fordham University.
Sara is a Venture Partner at Greenspring Associates and is responsible for sourcing and due diligence efforts on fund, direct, and secondary opportunities, and managing a number of Greenspring’s direct investments. Sara previously served as a Principal with CNF Investments, LLC, the venture capital and private equity investment firm affiliated with Clark Enterprises, Inc. Prior to joining CNF, Sara participated in Foundation Capital’s Young Entrepreneurs Program, where she helped identify promising investment opportunities in the Washington, DC area. Previously, Sara was the Director of Product Management for SkyBuilt Power, Inc., a venture-backed clean-tech company that provided rapidly-deployable renewable energy solutions to the U.S. Department of Defense, U.S. Intelligence Community, and telecommunications industry. She was with the business from its inception, also supporting it as a Project Engineer, Project Manager, and its Director of Engineering. Sara received a M.B.A from Georgetown University, and a M.S. in Engineering Management and B.S. in Mechanical Engineering from The George Washington University.
J. Tyler Blickhan
J. Tyler Blickhan is a Senior Investment Analyst of Real Assets manager research. He is responsible for upfront due diligence and monitoring the public and private investments making up the real asset and commodity allocation. He has 12 years of investment industry experience.
Prior to joining Ascension Investment Management, Mr. Blickhan was a Senior Investment Consulting Analyst at Mercer, working with a portfolio of Healthcare, Community Foundation, Pension, and Higher Education clients. He also worked for Hammond Associates in St. Louis as a Portfolio Analyst in their performance measurement group.
Mr. Blickhan earned a Bachelor of Administration degree from Saint Louis University in St. Louis, MO, where he completed a double major in Economics and History. He received his MBA from Indiana University at Bloomington, and is a CFA and CAIA charter holder.
Juliette Menga is an investment Director at Alternative Investment Group and co-manages the Sustainability and Opportunistic Funds. Juliette is a member of the firm’s ESG and Sustainable Investing Committee and leads engagement efforts with fund managers and portfolio companies. Juliette also works closely with the firm’s head of investment strategy to define the firm’s strategic investment direction. Prior to joining Alternative Investment Group in 2007, Juliette was an Analyst at New York Life Investment Management (NYLIM), with primary responsibility for analyzing derivative investments. Prior to NYLIM, Juliette worked as a Research Analyst for Excalibur Advisors LLC, a hedge fund advisory firm, responsible for research and portfolio construction analysis.
Juliette holds a dual B.S., cum laude, from Kennesaw State University in Mathematics and Computer Science and a M.S. in Financial Mathematics from Florida State University. Juliette is also a Chartered Financial Analyst and a member of the Hedge Fund Working Group for United Nations Principles for Responsible Investment (UN PRI).
Brian works exclusively in the family office and family wealth advisory industry focusing on business development best practices. Working with boutique, independent and national firms, he works to improve their results, focusing on lead generation and lead conversion strategies, as well as pipeline and people management. He developed the HGS Client Acquisition Operations Manual, which was created with over 20 years of practical implementation working with dozens of firms and hundreds of affluent families. Brian has coached and mentored hundreds of successful CEO’s and advisors on business development and growth. Brian is a graduate of the Wharton Private Wealth Management program and received is BS in Marketing and Economics from the University of Tampa. He resides in a Philadelphia suburb with his wife Carey and two young children.
Scott Sadler is a 30-year veteran of the investment industry. He is the Director of Impact Strategies at Altera Private Access and is the Founder and President of Boardwalk Capital Management, a Certified B Corp wealth management firm focused on sustainable and impact investments. His prior experience includes wealth management for affluent clients of Goldman Sachs, Bank of America and Wachovia Asset Management across the United States and Canada. At Wachovia, he was also the founder and, for seven years, the Lead Manager of a top ranked international (emerging markets) mutual fund.
Mr. Sadler is a graduate of the University of Virginia and is a Chartered Financial Analyst. He is a regular guest lecturer at universities across the region, and is on the advisory boards of the University of North Georgia – Cottrell Business School and Montreal-based Will Solutions, an environmental services company. He is the Immediate-Past Board Chairman of the Green Chamber of the South, a board member of the Technology Association of Georgia, and a volunteer for the Citizens Climate Lobby. He is married and has three mostly-grown kids.
In addition to his roles at BSW, Elias serves on the advisory board of the Burridge Center for Finance at the Leeds School of Business (University of Colorado), chairs the investment advisory committee for the New Summit Impact Fund I and II, and serves on the Rose Impact Advisory Board (Jonathan Rose Companies). He served as Treasurer for the CFA Society of Colorado and continues to volunteer with the Boulder Mountainbike Alliance as an instructor.
Elias completed both his Bachelor’s and MBA degrees at the University of Colorado in Boulder. He is also a CFA® charter holder.
Away from the office Elias pursues his passion of the outdoors and traveling – taking great pleasure in backcountry skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his family.
Lisa Davis is an executive director at PGIM Real Estate and Portfolio Manager of Impact Investing. Based in New York City, Lisa is responsible for developing and leading PGIM Real Estate’s Impact Investing Strategy, including the creation of a new impact investing fund.
Most recently, Lisa was Director of Investor Relations and Specialty Originations at Pembrook Capital Management, where she raised capital from institutional investors for commercial real estate investment, primarily focusing on affordable housing and community development.
Before joining PGIM Real Estate, Lisa spent six years at the Ford Foundation where she made grant investments in affordable housing and community development, led the foundation’s Detroit program, and helped to start Ford’s impact investing initiative. Prior to the Ford Foundation, Lisa spent 12 years doing commercial real estate development in Boston, first with non-profit community development corporations such as Codman Square Neighborhood Development Corporation and Asian Community Development Corporation, and then with the private equity firm New Boston Fund. She led the redevelopment of some the most significant publicly-owned sites in the city, including the former Boston State Hospital site and MTA Turnpike parcels that came available as part of the Big Dig. Lisa started her career in Texas and the Bronx as a community organizer and advocate on housing and homelessness issues.
Lisa has a Bachelors Degree in Liberal Arts from the University of Texas at Austin, and a Master of Science in Real Estate Development and Master of City Planning from the Massachusetts Institute of Technology. She has lived and worked abroad in France, Costa Rica and Japan. Lisa serves of the Board of Directors of the Brooklyn Navy Yard and IMPACCT Brooklyn.
Bruce wakes up every day motivated by the opportunity to leverage his profession in service of the global community. With almost 20 years of experience as a corporate attorney – including six years at the international law firm Hogan Lovells — Bruce brings a true depth of expertise to serve impact investors and entrepreneurs. He has advised clients on transactions worth billions of dollars in the aggregate, ranging from angel financings for start-ups to public offerings for multi-national companies. Bruce has completed corporate transactions on six continents, and he regularly visits with clients and collaborators and reviews projects in Europe, Asia, the UK, India and Sub-Saharan Africa.
Bruce is himself an impact investor, and has committed to invest 100% of his assets in support of sustainable business practices. When he’s not “working,” Bruce enjoys all things outdoors, especially trail running, biking and snowboarding. He also helps facilitate mindfulness retreats as well as a weekly meditation group in Boulder.
Louisa M. Ives
Ms. Ives is responsible for external manager selection and due diligence for Chilton clients and is also a member of the Executive and Investment Committees at Chilton Trust. Prior to joining Chilton, Ms. Ives was a Managing Director at Chilton Investment Company, where she was a research analyst covering the financial services sector. She also served on the company’s Board of Directors. Prior to joining Chilton, she worked at Coopers & Lybrand Consulting Group, reporting directly to the CEO, and began her career at Chemical Bank in their Middle Market Lending Group. Ms. Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A from Harvard Business School.
Ms. Ives serves on the boards of the North Haven, ME Casino (Yacht Club), The Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.
Casey Verbeck is a Partner and Managing Director of Marketing and Business Development. He leads marketing, strategy and business development for Veris Wealth Partners. Casey is very skilled in helping families, individuals and foundations align their wealth with their values. He is a member of the firm’s Marketing and Business Development team with a national purview on marketing.
Casey is a proven entrepreneur and executive who is knowledgeable and passionate about impact investing. Over the past 16 years Casey built and managed two firms focused on strategic advisory and business management. He worked with leading artists, non-profits and Fortune 500 corporations around the globe to accelerate their growth through program design and overall strategy. Some of his most rewarding engagements included The Nature Conservancy, Feeding America, the UN Foundation and National Geographic. He also created and launched the [i4c] campaign and venture fund in partnership with Sarah McLachlan and ABC television to support the growth of impact entrepreneurs in the U.S. Casey serves on the Board of Directors at the University of Colorado Deming Center for Entrepreneurship, [i4c] LLC, Colorado B Lab Impact Committee and on the advisory board of Accion. He enjoys fly-fishing, snowboarding, cycling and is still trying to master the art of surfing. He lives with his wife Lisa and two kids, Miles and Avery in Boulder, CO.
Kate leads the investment team at Flat World Partners. She advises foundations, family offices, pensions and other institutional investors on building competitive, sustainability-focused portfolios. Prior to joining Flat World, Kate led the team at the Heron Foundation that invests Heron’s approximately $300 million portfolio for impact. Kate started her career as an economics and equities analyst at First Asset Management and moved into research on microfinance in Tanzania. She is a CFA and advisor to the Sustainability Accounting Standards Board, Humanity United’s Workforce Solutions Fund, and OpenInvest, the first digital investment advisor to offer customizable portfolios. Kate graduated from Indiana University with an Honors degree in English and Italian, and earned a Master’s degree in International Relations from Johns Hopkins School for Advanced International Studies.