The next generation of investments

The Impact & Transition Investor Summit: North America is the leading private market conference to discover the game-changing investable solutions in the transition to an environmentally sustainable and socially equitable world.

Join 350+ leading fund managers and allocators focused on transition, impact and sustainable outcomes investing for two-days of networking, insight-sharing and collaboration.

The agenda will address transition investing trends such as electrification, energy efficiency, food systems resilience and productivity, hydrogen, carbon capture and sequestration, climate adaptation, circularity, biotech, industrial decarbonisation solutions and more.

Hear from leaders on strategies, challenges and allocation approaches to impact investing so you are equipped to make informed decisions in this growing market.

2024 key themes

  • The state of the impact market: how is the deployment landscape, valuations and exit environment for impact funds?
  • Allocator outlook: what is driving investment to impact funds for different types of LPs?
  • Deep dives on the investment themes on the horizon: oceans, critical minerals, land transition, industrial decarb, climate adaptation, nature investing and more.
  • Buyout, credit, secondaries and beyond: which impact strategies and products are gaining traction in the current market?
  • Differentiating an impact fund in a crowd: what’s the secret sauce to fundraising success?
  • Addressing growing inequality and social justice: what models have scale potential?
  • Deep tech, AI and more: what technologies give us a shot at a sustainable world?
  • Energy transition in North America: beyond renewables and batteries, what’s the next wave of opportunities look like?

Download 2024 agenda

2024 speakers:

What can you expect at the Impact & Transition Investor Summit?

Event content with value

The Summit will explore transition investing trends and impact models that are addressing urgent societal inequality and social issues. The agenda will cover topics including the future of healthcare and education, electrification, energy efficiency, food systems resilience and productivity, climate adaptation, biotech, industrial decarbonisation solutions, employee ownership, DE&I investing, affordable housing, aging populations, to name a few.

Build a valuable network

Connect with industry participants in all aspects of transition, impact and sustainable investment and elevate your network with the expansive global community. Network in-person at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts. Build lasting relationships and compare best practices with your peers.

Meet institutional investors

Hear from institutional investors who are looking to increase their exposure to impact funds and learn their priorities when investing into impact and sustainable funds.  Investors who attended in 2023 included APG Asset Management, CDPQ, Foundation for the Carolinas, Keller Family Office, Kirchner Impact Foundation, Manulife, QIC, United Nations, William Casper Graustein Memorial Fund, and many more.

Testimonials from attendees

Operating Principles for Impact Management

Diane Damskey, Head of Secretariat

The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…

Read full testimonial

SV Health Investors

Hannah Maunder, Investor Relations and Communications Associate

The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.

FSN Capital Partners

Pål Dale, Senior Director, Business Development

All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.

Pre-Event Resources

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2024 Agenda

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Past attendees

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Investor brochure

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Sponsorship brochure

What to expect at the summit?

The Impact & Transition Investor Summit provides a leading platform for institutional investors and allocators focused on transition, impact and sustainable outcomes investing to connect with their peers, discover new opportunities and share best practices.

Past investor attendees include Align Impact, Alpha Square Group, AlTi Tiedemann Global, APG Asset Management, Archer Private Investments, Canada Pension Plan Investment Board, Caprock, CDPQ, J.P. Morgan Private Bank, Keller Enterprises, MassMutual, New York State Common Retirement Fund, QIC, Rockefeller Foundation, and many more.

What to expect at the Summit:

  • Meet with the best and biggest impact funds globally – network and arrange one-to-one meetings with leading impact managers
  • Networking with peers and other institutional investors – build your network of peers, understand their strategies, challenges and allocation approach to impact
  • Get insight on the latest innovations and transition investing trends – take advantage of world-class speaking faculty to stay aligned with developments in the market
  • Find investment opportunities across the market’s thematic sub-asset classes from climate, healthcare, social, education and many more

Apply for a complimentary Institutional Investor pass

A limited number of complimentary passes are available for impact LPs, allocators and institutional investors to join the event.

Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

Apply for a complimentary pass and a member of our team will follow up with you to confirm your eligibility.

Impact & Transition Investor Summit

Our leading advisory board in 2024:

Mark Berryman

Managing Director of Impact Investing, Caprock

Marieke Spence

Executive Director, Impact Capital Managers

Megan Reilly Cayten

Senior Investment Manager, Climate Asset Management

Jennifer Kenning

CEO and Co-founder, Align Impact

Daniel Pianko

Managing Director, Achieve Partners

Roraj Pradhananga

Co-Chief Investment Officer, Veris Wealth Partners

Andrew Lee

Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

The Impact & Transition Investor Summit will take place on 12-13 November 2024.

For more information on the agenda, please contact Boris Petrovic.

boris.p@pei.group | +44 (0)204 548 4494

Network with the global transition investment industry

The Impact & Transition Investor Summit is one of the highest-quality networking meetings for fund managers and allocators focused on transition, impact and sustainable outcomes investing. Join 350+ attendees in New York for two days of networking at the must-attend event for sustainable investment professionals.

Download past attendee list

The in-person networking experience

Meet investors focused on transition, impact and sustainable outcomes investing

Network with active investors in the industry. Benefit from our expansive global investor community who will be in attendance throughout the summit.

 

Network in-person in New York

Connect with your peers at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts.

Build new connections

Past attendees include Align Impact, APG, Apollo Global Management, Bain Capital Double Impact, Blackcorn Ventures, Caprock, Carlyle, CDPQ, Closed Loop Partners, Energy Impact Partners, Glenmede, Global Endowment Managment, Keller Family Office, Manulife, North Sky Capital, QIC, Stepstone Group, UBS Global Wealth Management and many more.

Testimonials from attendees

Operating Principles for Impact Management

Diane Damskey, Head of Secretariat

The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…

Read full testimonial

SV Health Investors

Hannah Maunder, Investor Relations and Communications Associate

The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.

FSN Capital Partners

Pål Dale, Senior Director, Business Development

All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.

The Impact & Transition Investor Summit will take place on 12-13 November 2024.

For more information on speaking in 2024, please contact Boris Petrovic.

boris.p@pei.group | +44 (0)204 548 4494

2024 speakers:

Jyoti Aggarwala

Principal, Private Capital Raise

Mark Berryman

Managing Director of Impact Investing, Caprock

Régine Clément

President and Chief Executive Officer, CREO Syndicate

Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

Jessie Duncan

Lead Program Officer, Tipping Point Fund on Impact Investing

Jed Emerson

Chief Impact Officer, Alvarium Tiedemann | AlTi

Alexandra Farmer

Partner, ESG & Impact, Kirkland & Ellis

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

Jonathan Hirschtritt

Managing Director - Sustainability, GCM Grosvenor

Jennifer Kenning

CEO and Co-founder, Align Impact

Mike McCreless

Founder and Executive Director, Impact Frontiers

Priya Parrish

Partner and Chief Investment Office, Impact Engine

Daniel Pianko

Managing Director, Achieve Partners

Roraj Pradhananga

Co-Chief Investment Officer, Veris Wealth Partners

Jennifer Pryce

President and CEO, Calvert Impact

Fran Seegull

President, U.S. Impact Investing Alliance

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Marieke Spence

Executive Director, Impact Capital Managers

Bhavika Vyas

Managing Director, Stepstone

Sponsorship opportunities

Position your company to be front and center of the impact, transition and sustainable investment market in North America in a gathering of leading fund managers and institutional investors.

Sponsorship gives you the opportunity to:

  • Level up your fundraising – network with private market investors looking to allocate towards impact and sustainable investment funds
  • Discover brand opportunities to position your funds to maximum brand awareness
  • Present your solutions to a room full of a senior decision-makers at the leading impact funds in the US and Canada

For more information on available sponsorship opportunities please contact tyler.m@pei.group | +1 646 795 3279

2024 sponsors

The Impact & Transition Investor Summit will take place on 12-13 November 2024.

For more information on speaking in 2024, please contact Boris Petrovic.

boris.p@pei.group | +44 (0)204 548 4494

Speakers in 2023 included:

Jyoti Aggarwala

Principal, Private Capital Raise

Mark Berryman

Managing Director of Impact Investing, Caprock

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

Jonathan Hirschtritt

Managing Director, Sustainability, GCM Grosvenor

Jennifer Kenning

CEO and Co-founder, Align Impact

Mike McCreless

Founder and Executive Director, Impact Frontiers

Daniel Pianko

Managing Director, Achieve Partners

Roraj Pradhananga

Co-Chief Investment Officer, Veris Wealth Partners

Jennifer Pryce

President and CEO, Calvert Impact

Fran Seegull

President, U.S. Impact Investing Alliance

Andrew Siwo

Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

Marieke Spence

Executive Director, Impact Capital Managers