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Impact & Transition Investor Summit North America 2024
12 - 13 November 2024,
The Westin Times Square, New York
The next generation of investments
The Impact & Transition Investor Summit: North America is the leading private market conference to discover investable solutions in the transition to an environmentally sustainable and socially equitable world.
Join 300+ senior investment professionals, including 120+ active allocators focused on transition, impact and sustainable investing for two-days of networking, insight-sharing and collaboration.
Cambridge Associates, Church Pension Group, CPPIB, GCM Grosvenor, J.P Morgan Asset Management, New Mexico Educational Retirement Board, United Church Funds, and many more have confirmed their attendance, will you join them?
Secure your place now and save
Meet 100+ investors including:
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?
2024 speakers:
What can you expect at the Impact & Transition Investor Summit?
Elevate your network of investors
Connect with 100+ institutional investors looking to increase their exposure to impact funds and sustainable investments.
Exchange ideas with 300+ key decision makers
Discuss strategies, challenges, and innovative allocation approaches with leaders in impact investing..
Discover the latest industry trends, opportunities, and challenges
Explore transition investing trends and impact models tackling urgent social issues.
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…
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
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:
Andrew Lee
Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
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
View agenda page
Agenda
Day 1 - Tuesday 12th
08:00 - 09:00
Networking breakfast and registration
09:00 - 09:05
Chair’s opening remarks
Jennifer Kenning
Jennifer Kenning, CEO & Co-Founder, Align Impact
Plenary
09:05 - 09:50
Plenary #1: The state of the impact market
Marieke Spence,
Jed Emerson,
William Orum,
Anna Snider
- What are the trends in system-level investing and how can they complement impact investing efforts?
- How are corporates’ sustainability efforts driving opportunities in the impact market for exits and allocations?
- What is the incentive to being an impact investor currently?
- How is impact driving alpha?
Moderator:
Marieke Spence, Executive Director, Impact Capital Managers
Panelists:
Jed Emerson, Chief Impact Officer, Alvarium Tiedemann | AlTi
Bill Orum, Partner, Capricorn Investment Group
Anna Snider, Head of Investment Selection, Chief Investment Office, Global Wealth and Investment Management, Bank of America
Anna Snider
Head of Investment Selection, Chief Investment Office, Global Wealth and Investment Management, Bank of America
Read bio
09:50 - 10:30
Plenary #2: Policy, regulations, and politics: the US election result and the implications for impact investing
Laurie Lane-Zucker,
Fran Seegull,
Jack Moriarty,
Gayle Miller
- With over a third of countries globally going to the ballot in 2024, what sort of future political environment are we seeing take shape?
- What will be the long-term impact of the assaults on ESG and DE&I investing?
- What is the future of climate change action in US government policy?
- What are the issues that have bipartisan agreement within the scope of impact investing?
Moderator:
Laurie Lane-Zucker, Founder and CEO, Impact Entrepreneur
Panelists:
Fran Seegull, President, U.S. Impact Investing Alliance
Jack Moriarty, Executive Director, Lafayette Square Institute
Gayle Miller, Senior Advisor, Global Client Group, Brookfield
Gayle Miller
Senior Advisor, Transition and Institutional Relationships, Investment, Global Client Group, Brookfield Asset Management
Read bio
10:30 - 11:00
Break
11:00 - 11:20
Morning keynote: Are investors building portfolios for the right future?
Scott Kalb
Traditional methods of asset allocation are backwards looking, but externalities like climate change and biodiversity loss mean that the future will certainly not look like the past. Benchmarking a more realistic future will clarify risks to current holdings, identify regions and sectors where institutional investors can have the greatest impact, and improve returns through new investment. In this keynote session we’ll explore:
- Will portfolios aligned with legacy benchmarks be unprepared for the future?
- How will benchmarking a more realistic future improve risk adjusted returns?
- Who’s pioneering new approaches to benchmarking?
- In practice, do institutional investors, such as pensions and SWF’s, have the capacity to adjust their benchmarking practices?
Scott Kalb, CEO, KLTI Advisors; Director, Responsible Asset Allocator Initiative, Fletcher School at Tufts; former CIO and Deputy CEO of the Korea Investment Corporation (KIC)
Scott Kalb
CEO, KLTI Advisors; Director, Responsible Asset Allocator Initiative, Fletcher School at Tufts; former CIO and Deputy CEO of the Korea Investment Corporation (KIC)
Read bio
11:20 - 12:00
Plenary #3: Allocator outlook: what is driving investment to impact funds for different types of LPs?
Alexandra Farmer,
Andrew Siwo,
Mark Berryman,
Jessica Pan,
Sakib Rashid
- How have asset owners reacted to the new regulatory landscape vis a vis SFDR and SEC guidance (fund naming rules)?
- What investment themes resonate most and where do challenges exist?
- What factors have driven challenges in fundraising?
- How has the sentiment for investments in climate-oriented strategies evolved, particularly across regions?
Moderator:
Alexandra Farmer, Partner, ESG & Impact, Kirkland & Ellis
Panelists:
Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Mark Berryman, Managing Director, Caprock
Jessica Pan, Principal, Private Equity, APG
Sakib Rashid, Director, Impact, Rede Partners
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Read bio
12:00 - 12:20
Day one keynote: Scaling nature and climate transition investments: What’s needed to build a better future?
Brian Kernohan
Nature and climate transition investments has grown significantly. Between 2019 and 2022, private equity climate investments grew 2.5 times from $75 billion to $196 billion, with 50 percent deployed into energy. Private finance for nature-based solutions has grown from $9.4 billion to more than $100 billion over the last four years. In this keynote address, Manulife IM’s chief sustainability officer will explore:
- What is driving this surge in nature and climate investing?
- How should we think about the intersection of finance, nature, and climate transition solutions?
- What will be required to scale private sector action in this rapidly changing environment?
- Where’s the alpha in nature-related investing?
Brian Kernohan, Chief Sustainability Officer, Manulife Investment Management
12:20 - 13:00
Plenary #4: Deep dive into transition investing: scalability, returns prospects and impact
Daniel Pianko,
Chavon Sutton,
Jennifer Pryce,
Preeti Bhattacharji,
Kunal Doshi
- How are the transition-labelled funds in the market deploying their capital?
- Where is the alpha in transition investing?
- Have ‘tourist’ investors had a damaging effect on the impact ecosystem in terms of valuations or investor sentiment?
- How is the impact market digesting the opportunities flowing out of the Inflation Reduction Act?
Moderator:
Daniel Pianko, Managing Director, Achieve Partners
Panelists:
Chavon Sutton, Senior Investment Director, Sustainable & Impact Investing Research, Cambridge Associates
Jennifer Pryce, President and CEO, Calvert Impact
Preeti Bhattacharji, Head of Sustainable Investing, US Private Bank, JPMorgan Chase & Co.
Kunal Doshi, Chief Investment Officer, Accelerate Investment Group
Chavon Sutton
Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates
Read bio
13:00 - 14:00
Lunch
Social impact
14:00 - 14:45
Addressing growing inequality and social justice: what models have scale potential?
Joohee Rand,
Jessie Duncan,
Iraz Soyalp,
Liz Roberts,
Jacob Haar,
Sheena Strawter-Anthony
- Social impact funds resonate most with their locally based investors, what can be done in increase their appeal to other types of investors?
- What models provide the most promise in scaling impact on inequality?
- Is it possible to both provide above market returns and deliver genuine impact on the ground in a social context?
- Does social private capital have a contradiction at the heart of the concept?
Moderator:
Joohee Rand, Head of Secretariat, Director, Impact Principles, GIIN
Panelists:
Jessie Duncan, Program Director, Tipping Point Fund on Impact Investing
Iraz Soyalp, Director, Social Impact, Private Markets, Manulife Investment Management
Liz Roberts, Head of Impact Investing, MassMutual
Jacob Haar, Managing Partner and Chief Investment Officer, Community Investment Management
Sheena Strawter-Anthony, Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund
14:50 - 15:35
Deep dive into the future of work, education and skills
Amy Nelson,
Tong Gu,
Ashley Bittner,
Josh Tanenbaum,
Sabari Raja
- What are the risks of the growing skills gap and labor shortage problem being felt by fast-growing industries?
- What is the future of education and reskilling: universities, online courses, intensive bootcamps?
- How are funds active in the workforce development and education market faring in the current market, in terms of deployment?
- Where is the alpha opportunity for investors active in the scape?
Moderator:
Amy Nelson, Managing Partner, Rethink Education
Panelists:
Tong Gu, Founding Partner, Pact
Ashley Bittner, Managing Partner, Kalos Ventures
Josh Tanenbaum, Founder & Managing Partner, Rebalance Capital
Sabari Raja, Managing Partner, JFFVentures
16:00 - 16:45
DE&I: what does the future of DE&I investing hold?
Angelica Nikolausson,
Kenneth Saffold,
Nicolle Richards,
Daryn Dodson,
Regina Kline
- What are the best practices in building diverse manager portfolios?
- What is the state of diverse investment targets in the wake of SCOTUS rulings and the Fearless Fund litigation?
- How is the future of DE&I likely to evolve?
Moderator: Angelica Nikolausson, Managing Director, Impact Investments, Global Endowment Management
Panelists:
Kenneth Saffold, Co-Founder and Managing Partner, o15 Capital Partners
Nicolle Richards, Senior Manager, Investments, Gary Community Ventures
Daryn Dodson, Managing Director, Illumen Capital
Regina Kline, Founder and Managing Partner, Enable Ventures
Angelica Nikolausson
Managing Director, Impact Investments, Global Endowment Management (GEM)
Read bio
16:50 - 17:35
Ownership economy: impact investing to address wealth inequality
Lauren Sercu,
David Williams,
Christopher Herrmann,
Smitha Das,
Todd Leverette
- To what extent is the ownership economy a growing trend in North America?
- What are the different ownership models which are taking shape?
- Why isn’t employee ownership a bigger thing?
- What’s in it for the investor: Why is employee ownership a good investment in its own right?
Moderator:
Lauren Sercu, Co-Founder & Managing Partner, Sorenson Impact Advisory
Panelists:
David Williams, Director, Lafayette Square
Chris Herrmann, EVP, Chief Investment Officer & Fund Manager, Real Estate Equity, Enterprise Community Investment
Smitha Das, Director of Mission and Impact Investing, World Education Services (WES)
Todd Leverette, Founding Partner, Apis & Heritage Capital Partners
Christopher Herrmann
EVP, Chief Investment Officer & Fund Manager, Enterprise Community Investment
Read bio
Transition investing
14:00 - 14:45
Climate and energy transition in the US: understanding the investment opportunities in light of the IRA
Garrett Jaso,
Jonathan Hirschtritt,
Holland Davis,
Katie Fackler,
Mike Reynolds
- Which aspect of the energy transition is underfunded?
- How is the IRA funding being digested by the market?
- What is the next wave of energy transition opportunities and how does it intersect with impact investing?
- How much price inflation are we seeing for ‘’grade-A’’ climate assets?
Moderator:
Garrett Jaso, Senior Manager, Communications & Policy, Impact Capital Managers
Panelists:
Jonathan Hirschtritt, Managing Director, Sustainability, GCM Grosvenor
Holland Davis, Principal, HarbourVest
Katie Fackler, Associate Portfolio Manager, CalSTRs
Mike Reynolds, Partner, Ultra Capital
14:50 - 15:35
How to invest in industrial decarbonisation
Susan McGeachie,
Melissa Cheong,
Thomas Mastrobuoni,
Jeff Sheridan,
Rahul Advani
- How are corporates looking to decarbonise their operations and supply chains?
- Which technologies are being used to decarbonise?
- How capital intensive are industrial decarbonisation solutions?
- What are some examples of good brown-to-green investment stories?
Moderator:
Susan McGeachie, Co-Founder & Managing Partner, Global Climate Finance Accelerator
Panelists:
Melissa Cheong, Managing Partner, Blackhorn Ventures
Thomas Mastrobuoni, Chief Investment Officer, Big Idea Ventures
Jeff Sheridan, Managing Partner & Chief Revenue Officer, Overlay Capital
Rahul Advani, CEO and Managing Partner, SER Capital Partners
16:00 - 16:45
Artificial intelligence deep dive: how to approach this seismic investment opportunity (and risk)?
Kelsey Jarrett,
Lyne Landry,
Josh Cohen,
Mike Kubzansky
- How can impact funds get exposure to AI?
- How is AI being applied to address social and environmental issues right now?
- What can funds and investors do to get ahead of the disruption curve?
- How can AI be leveraged for bettering impact management and measurement?
Moderator:
Kelsey Jarrett, Director of Impact, SJF Ventures
Panelists:
Lyne Landry, Partner, Agetech Capital
Josh Cohen, Partner, City Light Capital
Mike Kubzansky, CEO, Omidyar Network
16:50 - 17:35
Climate justice: what’s the investment case?
Claire Smith,
Roraj Pradhananga,
Omar Blayton,
Tracy Gray,
Sandra Kartt
- What types of assets are included in a climate justice thesis?
- Is climate justice a concessionary strategy?
- Is this just a new fad in the way of an investment theme, what’s the case for its long-term relevance to investors?
- Who are the funds and LPs already active in this theme in North America?
Moderator:
Claire Smith, CIO, Beyond Impact
Panelists:
Roraj Pradhananga, Co-Chief Investment Officer, Veris Wealth Partners
Omar Blayton, Chief Financial Officer, Sunwealth
Tracy Gray, Founder and Managing Partner, The 22 Fund
Sandra Kartt, Deputy Chief Investment Officer, ImpactAssets Capital Partners
Nature & environment
14:00 - 14:45
Nature impact investing: how to make money off carbon and nature?
Chris Janiec,
Mark Canavan,
Pooja Yadav,
Ghita Benabderrazik,
Nick Dilks
- How dependant are nature investments on the carbon markets, and to what extent is this a strategic risk?
- What are the fundamentals driving viability of natural capital as investments?
- How are managers active in the market deploying their capital?
- What are the environmental objectives and impact goals of nature funds?
Moderator:
Chris Janiec, Americas Editor – Agri Investor, PEI
Panelists:
Pooja Yadav, Principal, Azarine
Nick Dilks, Managing Partner, Ecosystem Investment Partners
Mark Canavan, former Head of Real Assets, New Mexico Educational Retirement Board
Ghita Benabderrazik, Director, Innovative Finance, Rockefeller Foundation
14:50 - 15:35
Climate resilience & adaptation: going beyond mitigation
Toby Mitchenall,
Avantika Saisekar,
Mike Fang,
Sharo Atmeh
- Is climate adaption largely an infrastructure investment story (e.g. reinforced river banks and flood prevention?)
- How is funding for climate adaptation taking place currently across public and private investing?
- What are some of the best examples of climate adaptation around the world?
- What is the landscape of investors that are exploring climate resilience theme?
Moderator:
Toby Mitchenall, Editor, New Private Markets
Panelists:
Avantika Saisekar, Managing Director of Sustainable Investing, Wafra
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
Sharo Atmeh, Co-Founder & COO, Montauk Climate Holdings
16:00 - 16:45
Ocean health and blue economy: a growing asset class
Diane Damskey,
Chris Gorell Barnes,
Rodrigo Prudencio,
Ted Janulis
- Which types of assets are ocean funds targeting?
- Ocean and blue funds are a relative recent development, what are the fundamentals and basics of the sector?
- What is the return and impact potential of ocean funds?
- What are the challenges of allocating toward ocean impact from an LP perspective?
Moderator:
Diane Damskey, Director of Strategic Development, Ocean us
Panelists:
Chris Gorell Barnes, Founding Partner, Ocean14 Capital
Rodrigo Prudencio, Managing Partner, Propeller VC
Ted Janulis, Founder & Principal, Investable Oceans
16:50 - 17:35
Blended finance: a new dawn for an old idea
Laurie Lane-Zucker,
Daniel Firger,
Abhisheik Dhawan,
Caroline Flammer,
Avra Van der Zee
- How can blended finance be used to scale capital flows to impact?
- Is the blended finance model being applied to non-emerging-market-related investments?
- What case studies are there of genuine innovation in the impact market in terms of structures?
- Why hasn’t blended finance been a bigger thing to date?
Moderator:
Laurie Lane-Zucker, Founder and CEO, Impact Entrepreneur
Panelists:
Daniel Firger, Advisor, Sustainable Finance, Bezos Earth Fund
Abhisheik Dhawan, Sustainable Finance and Partnerships Specialist, United Nations Capital Development Fund
Caroline Flammer, A. Barton Hepburn Professor of Economics, Columbia University
Avra Van der Zee, COO, Elemental Impact
Abhisheik Dhawan
Sustainable Finance and Partnerships Specialist, United Nations Capital Development Fund
Read bio
Networking
17:35 - 18:35
Evening networking reception
Agenda
Day 2 - Wednesday 13th
Breakfast
07:00 - 07:45
Networking breakfast and registration
Morning Workshops
08:00 - 09:00
LP workshop: Impact allocator working group
Jennifer Kenning ,
Keren Raz,
Lauren Sercu
- What filters are investors using to screen bad impact investments?
- What are the best practices for engaging with impact fund managers?
- How are different investors doing due diligence?
- How are LPs using impact data?
Chaired by Jennifer Kenning, CEO & Co-Founder, Align Impact
Keren Raz, Senior RI Manager – Global Private Equity, APG
Lauren Sercu, Co-Founder & Managing Partner, Sorenson Impact Advisory
08:00 - 09:00
Developing an impact contract toolkit
Jennie Morawetz,
Mackenzie Drutowski
Contracts facilitate collection of impact data from third parties and achievement of impact goals that relate to sponsors’ investment portfolios or operations. In this session, we’ll explore some of the drivers for impact contract uplift (e.g., commitments, regulation, risk mitigation), and provide an overview of different contract tools (e.g., reps and warranties, covenants, indemnities, information rights).
Participants will have an opportunity to share their experiences integrating impact into different types of contracts, including challenges and strategies for overcoming those challenges.
K&E will provide tips for how sponsors can identify key contracts with respect to both investments and portfolio companies, and then develop a set of tools that can be deployed by sponsor and portfolio company personnel.
Jennie Morawetz, ESG & Impact Partner, Kirkland & Ellis
Mackenzie Drutowski, ESG & Impact Partner, Kirkland & Ellis
Speed Networking
10:00 - 12:30
GP/LP speed networking
Stream A
09:45 - 10:30
The measurement & metrics of impact performance
Daniel Firger,
Mike McCreless ,
Kelly Gauthier,
Michele Demers
- Is reporting being done for reporting’s sake?
- How are advances and innovation in impact benchmarking being felt in the reporting sphere?
- What can be done to ease the cost burden (both monetary and time) of doing impact reporting well?
- What are the best practice norms that are emerging?
Moderator:
Daniel Firger, Advisor, Sustainable Finance, Bezos Earth Fund
Panelists:
Mike McCreless, Founder and Executive Director, Impact Frontiers
Kelly Gauthier, President, Rally Assets
Michele Demers, Founder & CEO, Boundless Impact Research & Analytics
11:00 - 11:45
Elevator pitches: The best up-and-coming managers across impact investment themes
Donna Sims Wilson,
Lyne Landry,
Regina Kline
In this new format session, you’ll be hearing from some of the most innovative and exciting emerging managers in the North America impact market. We’ll hear a set of 5-minute pitches from five of the most exciting managers we’ve found in the impact market, followed by an open Q+A with the speakers facilitated by the chair.
We are committed to providing a platform for new managers that are doing exceptional work.
- Donna Sims Wilson, Chief Operating Officer, Kah Capital Management
- Lyne Landry, Partner, Agetech Capital
- Regina Kline, Founder and Managing Partner, Enable Ventures
11:45 - 12:30
Going all in: Operationalising a 100% impact portfolio commitment
Lauren Cochran,
Dana Lanza,
Mark Hays,
Amanda Feldman,
Kate Huntington
- How are foundations that have committed to 100% impact portfolio going about implementing the target?
- How are 100% impact investors filtering opportunities?
- What are the key differences in terms of the investment process relative to a standard market-rate investor?
- How is the collective pool of impact-orientated capital likely to grow?
Moderator:
Lauren Cochran, Founder and Managing Partner, Azarine
Panelists:
Dana Lanza, CEO, Confluence Philanthropy
Mark Hays, Managing Director, Director of Sustainable and Impact Investing, Glenmede
Amanda Feldman, Managing Director & Head of Impact Engagement, Sonen Capital
Kate Huntington, Head of Advisory Solutions Group and Managing Director, Fiduciary Trust International
Stream B
09:45 - 10:30
Buyout, secondaries, GP-stakes and beyond: which impact strategies and products are gaining traction?
Marieke Spence,
Priya Parrish ,
Marie-Céline Damnon,
Hailey Salito
- Impact buyout playbook: how different is it to a mainstream strategy?
- Are we seeing more impact buyout strategies being launched?
- What does the future of impact secondaries hold?
- Are new product launches reflecting the impact potential of these products (or is it to meet investor demand)?
Moderator:
Marieke Spence, Executive Director, Impact Capital Managers
Panelists:
Priya Parrish, Partner and Chief Investment Officer, Impact Engine
Marie-Celine Damnon, Investment Associate, Capricorn Investment Group
Hailey Salito, Vice President, Ascend Partners
Networking break
10:30 - 11:00
Break
11:00 - 11:45
Differentiating an impact fund in a crowd: what’s the secret sauce to impact fundraising success?
Jyoti Aggarwala,
Christina Anzel,
Etiene Ekpo-Utip,
Jessamine Fitzpatrick
- What’s been the secret of the funds that have really outperformed in fundraising (e.g. Ara Partners)?
- How to differentiate fundraising efforts when going after market-rate LP (such as pensions) and impact-orientated investors (such as family offices, foundations or endowments)?
- How to fundraise in the US in the wake of the ESG backlash?
- Where are the new pools capital that are more inclined towards impact or sustainable funds?
Moderator:
Jyoti Aggarwala, Senior ESG Consultant & Private Markets Business Development Professional, Private Capital Raise
Panelists:
Christina Anzel, Director, Generation Investment Management
Etiene Ekpo-Utip, Co-Head of Impact, Rede Partners
Jessamine Fitzpatrick, Co-Founder & Managing Director, Alder Point Capital Management
11:45 - 12:30
The rise of impact credit strategies
Manju Seal,
Beata Kirr,
Amy Wang,
Adriana Becerra Cid,
Brian Wayne
- Are private credit strategies in impact investing a more appealing proposition to LPs at present?
- What does private credit look like in an impact context?
- How do credit strategies differentiate themselves from an impact perspective?
- How influential can credit be to the achievement of impact outcomes?
Moderator:
Manju Seal, Investment Advisor, Global Climate Finance Accelerator
Panelists:
Beata Kirr, Chief Impact Officer, The Copia Group
Amy Wang, Managing Director (Head of Private Credit), Blue Earth Capital
Adriana Becerra Cid, Sustainable Investing Lead for Private Markets, Lombard Odier Asset Management
Brian Wayne, Managing Partner, CurvePoint Capital
Adriana Becerra Cid
Sustainable Investment Manager, LOIM Sustainable Private Credit, Lombard Odier Asset Management
Read bio
12:30 - 13:30
Lunch
13:30 - 13:50
Day two keynote: Going mainstream - The evolution of private equity and the investor-led climate ‘uprising’
Virginie Morgon
In this keynote address we hear from one of the leading voices in global private equity, Virginie Morgon, Founder and Managing Partner of the newly launched Ardabelle Capital. Virginie also led Eurazeo, one of Europe’s biggest PE houses, as CEO from 2018 – 2023. In this session we’ll hear:
- How have the winning strategies in private equity evolved and who will be the winners of the next era?
- What are the novel metrics and new lens investors can use to spot value in the market that traditional players miss?
- How can investors decode the multi-trillion-dollar opportunity in reshaping and shifting global systems?
- What strategies capitalize on climate trends and how can private equity firms lead the fight against climate change?
Virginie Morgon, Managing Partner, Ardabelle Capital
Plenary
13:45 - 14:45
Plenary #5: Debate: ‘Impact Investing’, as a term, is no longer fit-for-purpose
Mark Berryman,
Jennifer Kenning ,
Patience Marime-Ball,
Daniel Pianko,
Carl Forster
This is an Oxford-style debate in which we’ll have two speakers for the proposition and two speakers against, with audience voting on their views at the start and at the end of the session. This session will be an off-the-record discussion.
The substance of the debate is whether ‘impact investing’ as a collective phrase has run its course, and the market needs a new term and a new sense of identity to match the reality of today’s investment environment. In this session we’ll look to bring more clarity to the above addressing such questions as: is the term ‘impact’ too broad to be meaningful any longer? Does the impact label put certain LP investors off? What does impact investing mean to LPs in terms of the benefit to their portfolio? and how are funds labelling themselves to be as relevant as possible to today’s asset owners?
Chaired by Mark Berryman, Managing Director, Caprock
Panelists:
Jennifer Kenning, CEO & Co-Founder, Align Impact
Patience Ball, Impact Chair, Apollo Global Management
Daniel Pianko, Managing Director, Achieve Partners
Carl Forster, Director, Investment Advisory & Partner, Aspiriant
14:45 - 15:00
Short afternoon break
15:00 - 15:15
Keynote #3: The Waste Free World - the proof and the potential of transitioning to a circular economy
Ron Gonen
- What is the financial opportunity of the transition to a circular economy?
- What are the key tailwinds propelling the biggest global corporations to shift their value chains to circularity?
- How does circularity drive decarbonization and achieve net zero objectives?
- How do material science, technical innovation and upstream solutions contribute to systemic change?
Ron Gonen, Founder and CEO, Closed Loop Partners
15:15 - 16:00
Closing plenary #6: Deep tech, AI and more: what technologies give us a shot at a sustainable world?
Susan McGeachie,
Danielle Joseph,
Milo Werner,
Sasha Brown,
Jake Kent
- What is the landscape of technologies and innovations that we should get excited about from an impact perspective?
- How are megatrends and tech progress resulting in deployment opportunities?
- Where are the moonshots and the low-hanging-fruit of the transition investment world?
- What is the role of impact investors in fostering and financing the next wave of tech-enabled sustainability?
Moderator:
Susan McGeachie, Co-Founder & Managing Partner, Global Climate Finance Accelerator
Panelists:
Danielle Joseph, Managing Director, Closed Loop Partners
Milo Werner, General Partner, DCVC
Sasha Brown, Partner, Ecosystem Integrity Fund
Jake Kent, Principal, Voyager
Danielle Joseph
Managing Director, Head of Closed Loop Ventures Group, Closed Loop Partners
Read bio
End of Conference
16:00 - 16:10
Closing remarks
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.
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…
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:
Adriana Becerra Cid
Sustainable Investment Manager, LOIM Sustainable Private Credit, Lombard Odier Asset Management
Abhisheik Dhawan
Sustainable Finance and Partnerships Specialist, United Nations Capital Development Fund
Scott Kalb
CEO, KLTI Advisors; Director, Responsible Asset Allocator Initiative, Fletcher School at Tufts; former CIO and Deputy CEO of the Korea Investment Corporation (KIC)
Gayle Miller
Senior Advisor, Transition and Institutional Relationships, Investment, Global Client Group, Brookfield Asset Management
Liz Roberts
Head of Impact Investing – Investment Management, Massachusetts Mutual Life Insurance Company
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Anna Snider
Head of Investment Selection, Chief Investment Office, Global Wealth and Investment Management, Bank of America
Sheena Strawter-Anthony
Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund
Chavon Sutton
Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates
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:
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
Book your room
The Impact & Transition Investor Summit: North America is taking place at The Westin New York at Times Square.
Check out the hotels nearby using the link below.
