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?

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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…

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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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2024 Attendee List

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2024 Event Guide

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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

Day 1 Day 2
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Agenda

Day 1 - Tuesday 12th

08:00 - 09:00

Networking breakfast and registration

09:00 - 09:00

PEI welcome

09:05 - 09:20

Chair’s opening remarks

Jennifer Kenning

Jennifer Kenning, CEO & Co-Founder, Align Impact

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Jennifer Kenning

CEO and Co-founder, Align Impact

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Plenary
09:20 - 10:00

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

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

A speaker photo for Marieke Spence

Marieke Spence

Executive Director, Impact Capital Managers

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A speaker photo for Jed Emerson

Jed Emerson

Chief Impact Officer, AlTi Tiedemann Global

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A speaker photo for William Orum

William Orum

Partner, Capricorn Investment Group

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A speaker photo for Anna Snider

Anna Snider

Head of Investment Selection, Chief Investment Office, Global Wealth and Investment Management, Bank of America

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10:00 - 10:45

Policy, regulations, and politics: the US election result and the implications for impact investing

Fran Seegull, Jack Moriarty
  • 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?

Fran Seegull, President, U.S. Impact Investing Alliance
Jack Moriarty, Executive Director, Lafayette Square Institute

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Fran Seegull

President, U.S. Impact Investing Alliance

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A speaker photo for Jack Moriarty

Jack Moriarty

Executive Director, Lafayette Square Foundation

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10:45 - 11:15

Networking Break

11:15 - 12:00

Allocator outlook: what is driving investment to impact funds for different types of LPs?

Alexandra Farmer, Andrew Siwo, Mark Berryman, Jessica Pan
  • 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

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

A speaker photo for Alexandra Farmer

Alexandra Farmer

Partner, ESG & Impact, Kirkland & Ellis

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A speaker photo for Andrew  Siwo

Andrew Siwo

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

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A speaker photo for Mark Berryman

Mark Berryman

Managing Director of Impact Investing, Caprock

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A speaker photo for Jessica Pan

Jessica Pan

Senior Portfolio Manager, APG Asset Management

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12:00 - 12:20

Keynote

12:20 - 13:00

Deep dive into transition investing: scalability, returns prospects and impact

Daniel Pianko, Chavon Sutton, Jennifer Pryce
  • 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

Chavon Sutton, Senior Investment Director, Sustainable & Impact Investing Research, Cambridge Associates
Jennifer Pryce, President and CEO, Calvert Impact

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Daniel Pianko

Managing Director, Achieve Partners

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A speaker photo for Chavon Sutton

Chavon Sutton

Senior Investment Director, Sustainable and Impact Investing Research, Cambridge Associates

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A speaker photo for Jennifer Pryce

Jennifer Pryce

President and CEO, Calvert Impact

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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, Jacob Haar, Liz Roberts, 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

Jessie Duncan, Program Director, Tipping Point Fund on Impact Investing
Jacob Haar, Managing Partner and Chief Investment Officer, Community Investment Management
Liz Roberts, Head of Impact Investing, MassMutual
Sheena  Strawter-Anthony,
Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund

A speaker photo for Joohee Rand

Joohee Rand

Head of Secretariat, Operating Principles for Impact Management

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A speaker photo for Jessie Duncan

Jessie Duncan

Lead Program Officer, Tipping Point Fund on Impact Investing

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A speaker photo for Jacob Haar

Jacob Haar

Managing Partner, Community Investment Management (CIM)

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A speaker photo for Liz Roberts

Liz Roberts

Head of Impact Investing – Investment Management, Massachusetts Mutual Life Insurance Company

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A speaker photo for Sheena  Strawter-Anthony

Sheena Strawter-Anthony

Director of Impact Investment Strategy, William Caspar Graustein Memorial Fund

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14:50 - 15:35

Deep dive into the future of work, education and skills

  • 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?
16:00 - 16:45

DE&I: what does the future of DE&I investing hold?

Pamela Pavkov, Kenneth Saffold, Nicolle Richards, Daryn Dodson
  • 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?

Pamela Pavkov, Partner, TPG NEXT
Kenneth Saffold, Co-Founder and Managing Partner, o15 Capital Partners

Nicolle Richards, Senior Manager, Investments, Gary Community Ventures

Daryn Dodson, Managing Director, Illumen Capital

A speaker photo for Pamela Pavkov

Pamela Pavkov

Partner, TPG NEXT

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A speaker photo for Kenneth Saffold

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

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A speaker photo for Nicolle  Richards

Nicolle Richards

Senior Manager, Investments, Gary Community Ventures

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A speaker photo for Daryn  Dodson

Daryn Dodson

Founder & Managing Director, Illumen Capital

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16:50 - 17:35

Blended finance: a new dawn for an old idea

Laurie Lane-Zucker, Daniel Firger
  • 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?

Laurie Lane-Zucker, Founder and CEO, Impact Entrepreneur
Daniel Firger, Advisor, Sustainable Finance, Bezos Earth Fund

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Laurie Lane-Zucker

Founder and President, Impact Entrepreneur

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Daniel Firger

Advisor, Sustainable Finance, Bezos Earth Fund

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Transition investing
14:00 - 01:45

Climate and energy transition in the US: understanding the investment opportunities in light of the IRA

Jonathan Hirschtritt, Holland Davis, Kunal Doshi
  • 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?

Jonathan Hirschtritt, Managing Director, Sustainability, GCM Grosvenor
Holland Davis, Principal, HarbourVest
Kunal Doshi, Partner, Accelerate Investment Group

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Jonathan Hirschtritt

Managing Director - Sustainability, GCM Grosvenor

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A speaker photo for Holland Davis

Holland Davis

Principal, HarbourVest Partners

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A speaker photo for Kunal Doshi

Kunal Doshi

Chief Investment Officer, Accelerate Investment Group

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14:50 - 15:35

How to invest in industrial decarbonisation

Susan McGeachie, Micah Kotch , Zafer Sahinoglu
  • 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

Micah Kotch, Partner, Blackhorn Ventures

Zafer Sahinoglu, VP Innovation and GM, Mitsubishi Electric Innovation Center

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Susan McGeachie

CEO, Global Climate Finance Accelerator

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A speaker photo for Micah Kotch

Micah Kotch

Partner, Blackhorn Ventures

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A speaker photo for Zafer Sahinoglu

Zafer Sahinoglu

VP Innovation and GM, Mitsubishi Electric Innovation Center

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16:00 - 16:45

Artificial intelligence deep dive: how to approach this seismic investment opportunity (and risk)?

  • 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?
16:50 - 17:35

Climate justice: what’s the investment case?

Roraj Pradhananga
  • 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?

Roraj Pradhananga, Co-Chief Investment Officer, Veris Wealth Partners

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Roraj Pradhananga

Co-Chief Investment Officer, Veris Wealth Partners

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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

Speakers:
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

A speaker photo for Chris Janiec

Chris Janiec

Americas Editor - Agri Investor, PEI

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A speaker photo for Mark Canavan

Mark Canavan

former Head of Real Assets, New Mexico Educational Retirement Board

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A speaker photo for Pooja Yadav

Pooja Yadav

Principal, Azarine

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A speaker photo for Ghita Benabderrazik

Ghita Benabderrazik

Director, Innovative Finance, The Rockefeller Foundation

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A speaker photo for Nick Dilks

Nick Dilks

Managing Partner, Ecosystem Investment Partners

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14:50 - 15:35

Climate resilience & adaptation: going beyond mitigation

Avantika Saisekar
  • 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?

Avantika Saisekar, Managing Director of Sustainable Investing, Wafra

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Avantika Saisekar

Managing Director of Sustainable Investing, Wafra Inc.

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16:00 - 16:45

Ocean health and blue economy: a growing asset class

Diane Damskey, James Lindsay
  • 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?

Diane Damskey, Secretariat Emeritus, Operating Principles for Impact Management
James Lindsay, Director, Investments, Builders Vision

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Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

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James Lindsay

Director, Investments, Builders Vision

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16:50 - 17:35

Future of sustainable materials and metals: mining vs circularity

  • Can mining metals (for the energy transition) be an impact investment?
  • What investment opportunities are there in transition metals mining?
  • Is circularity a better route to sustainable materials supply for consumption?
  • What are the material requirements needed to actualise a systemic transition to an ‘electrified economy’?
17:35 - 18:35

Evening networking reception

Agenda

Day 2 - Wednesday 13th

Morning Workshops
08:00 - 09:30

Developing an impact contract toolkit

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.

08:00 - 09:30

GP workshop: the measurement & metrics of impact performance

Mike McCreless , Daniel Firger, Kelly Gauthier
  • 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?

Mike McCreless, Founder and Executive Director, Impact Frontiers
Daniel Firger, Advisor, Sustainable Finance, Bezos Earth Fund
Kelly Gauthier, President, Rally Assets

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Mike McCreless

Founder and Executive Director, Impact Frontiers

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A speaker photo for Daniel Firger

Daniel Firger

Advisor, Sustainable Finance, Bezos Earth Fund

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A speaker photo for Kelly Gauthier

Kelly Gauthier

President, Rally Assets

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08:00 - 09:30

LP workshop: Impact allocator working group

Jennifer Kenning , Bhavika Vyas, Keren Raz
  • 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

Bhavika Vyas, Managing Director, Impact Investing, Stepstone Group
Keren Raz, Senior RI Manager – Global Private Equity, APG

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Jennifer Kenning

CEO and Co-founder, Align Impact

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A speaker photo for Bhavika  Vyas

Bhavika Vyas

Managing Director, Head of Impact Investing, Stepstone Group

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A speaker photo for Keren Raz

Keren Raz

Senior Responsible Investment Manager, APG Asset Management

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Breakouts
09:45 - 10:30

Buyout, secondaries, GP-stakes and beyond: which impact strategies and products are gaining traction?

Priya Parrish , Marie-Céline Damnon
  • 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)?

Priya Parrish, Partner and Chief Investment Officer, Impact Engine
Marie-Celine Damnon, Investment Associate, Capricorn Investment Group

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Priya Parrish

Partner and Chief Investment Office, Impact Engine

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A speaker photo for Marie-Céline Damnon

Marie-Céline Damnon

Investment Associate, Capricorn Investment Group

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09:45 - 10:30

LP-GP speed networking

In this session we’ll have speed networking between funds and allocators. A great way to meet 10 new people with 4-minute per meeting.

Please note, places are limited. Apply here if you are an allocator (LP) and here if you are a fund manager (GP). PEI will confirm the week before the event to those that have been accepted and more details on the format.

11:00 - 11:45

Differentiating an impact fund in a crowd: what’s the secret sauce to impact fundraising success?

Jyoti Aggarwala, Christina Anzel
  • 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

Christina Anzel, Director, Generation Investment Management

A speaker photo for Jyoti Aggarwala

Jyoti Aggarwala

Principal, Private Capital Raise

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A speaker photo for Christina  Anzel

Christina Anzel

Director, Generation Investment Management

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11:00 - 11:45

Elevator pitches: The best up-and-coming managers across impact investment themes

Donna Sims Wilson

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

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Donna Sims Wilson

Chief Operating Officer, Kah Capital Management

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11:45 - 12:30

Going all in: Operationalising a 100% impact portfolio commitment

Dana Lanza, Edmund Piro, 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:
Dana Lanza, CEO, Confluence Philanthropy

Edmund Piro, CIO, McConnell Foundation
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

A speaker photo for Dana Lanza

Dana Lanza

CEO, Confluence Philanthropy

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A speaker photo for Edmund Piro

Edmund Piro

Chief Investment Officer, McConnell Foundation

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A speaker photo for Mark Hays

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

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A speaker photo for Amanda Feldman

Amanda Feldman

Managing Director, Head of Impact Engagement, Sonen Capital

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A speaker photo for Kate Huntington

Kate Huntington

Managing Director, Head of Advisory Solutions Group, Fiduciary Trust

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11:45 - 12:30

Presentations: the leading impact companies making waves

Stories make investing exciting, relatable and tangible. In this session we’ll be hearing from leaders and founders of companies that have powerful impact stories.

We’ll explore what are the issues and societal challenges that they are solving for, how do they balance impact with the commercial imperative to make a profit, and more.

The session will be a series of presentations, one from each company, followed by Q+A.

To give the session a bit of excitement, we’ll be asking the audience to vote on which company they would hypothetically like to invest in, and then reveal the results to conclude the session.

12:30 - 13:30

Lunch

Plenary
13:30 - 13:45

Presentation: Impact fundraising over the past year

  • Who are the biggest funds and allocators in impact investing?
  • What are the most significant trends in allocation to impact investing?
  • Which strategies and themes are gaining the most capital?
13:45 - 14:45

Debate: Impact delivers market rate returns

Jennifer Kenning , Patience Marime-Ball

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 a closed-door discussion.

The substance of the debate is whether impact funds can deliver market rate returns – a questions that still seems to plague the market. This is a question that goes to the heart of what impact investing means to LPs and to the funds that label themselves as such. In the debate we’ll explore questions including: what is market rate exactly, whether the claim of always being able to deliver market rate returns is disingenuous, and if impact funds can deliver the exact same returns as a mainstream PE funds, what sort of assets are they buying for their portfolios?

Jennifer Kenning, CEO & Co-Founder, Align Impact
Patience Ball, Impact Chair, Apollo Global Management

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Jennifer Kenning

CEO and Co-founder, Align Impact

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Patience Marime-Ball

Impact Chair, Apollo Global Management

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14:45 - 15:00

Networking break

15:00 - 15:15

Keynote: 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

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Ron Gonen

Founder & CEO, Closed Loop Partners

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15:15 - 16:00

Deep tech, AI and more: what technologies give us a shot at a sustainable world?

Danielle Joseph, Milo Werner
  • 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?

Danielle Joseph, Managing Director, Closed Loop Partners
Milo Werner, General Partner, DCVC

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Danielle Joseph

Managing Director, Head of Closed Loop Ventures Group, Closed Loop Partners

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Milo Werner

General Partner, DCVC

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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.

Download 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…

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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

Christina Anzel

Director, Generation Investment Management

Sharo Atmeh

Co-Founder & COO, Montauk Climate Holdings

Patience Marime-Ball

Impact Chair, Apollo Global Management

Ghita Benabderrazik

Director, Innovative Finance, The Rockefeller Foundation

Mark Berryman

Managing Director of Impact Investing, Caprock

Preeti Bhattacharji

Head of Sustainable Investing, US Private Bank, JPMorgan Chase & Co.

Omar Blayton

Chief Financial Officer, Sunwealth

Mark Canavan

former Head of Real Assets, New Mexico Educational Retirement Board

Régine Clément

President and Chief Executive Officer, CREO Syndicate

Marie-Céline Damnon

Investment Associate, Capricorn Investment Group

Diane Damskey

Secretariat Emeritus, Operating Principles for Impact Management

Holland Davis

Principal, HarbourVest Partners

Nick Dilks

Managing Partner, Ecosystem Investment Partners

Daryn Dodson

Founder & Managing Director, Illumen Capital

Kunal Doshi

Chief Investment Officer, Accelerate Investment Group

Jessie Duncan

Lead Program Officer, Tipping Point Fund on Impact Investing

Jed Emerson

Chief Impact Officer, AlTi Tiedemann Global

Mike Fang

Senior Portfolio Manager, Maryland State Retirement and Pension System

Alexandra Farmer

Partner, ESG & Impact, Kirkland & Ellis

Amanda Feldman

Managing Director, Head of Impact Engagement, Sonen Capital

Daniel Firger

Advisor, Sustainable Finance, Bezos Earth Fund

Kelly Gauthier

President, Rally Assets

Ron Gonen

Founder & CEO, Closed Loop Partners

Jacob Haar

Managing Partner, Community Investment Management (CIM)

Mark Hays

Managing Director, Director of Sustainable & Impact Investing, Glenmede

Jonathan Hirschtritt

Managing Director - Sustainability, GCM Grosvenor

Chris Janiec

Americas Editor - Agri Investor, PEI

Kate Huntington

Managing Director, Head of Advisory Solutions Group, Fiduciary Trust

Danielle Joseph

Managing Director, Head of Closed Loop Ventures Group, Closed Loop Partners

Scott Kalb

CEO, KLTI Advisors; Director, Responsible Asset Allocator Initiative, New America

Beata Kirr

Chief Impact Officer, The Copia Group

Jennifer Kenning

CEO and Co-founder, Align Impact

Brian Kernohan

Chief Sustainability Officer, Private Markets, Manulife Investment Management

Micah Kotch

Partner, Blackhorn Ventures

Lyne Landry

Partner, Agetech Capital

Dana Lanza

CEO, Confluence Philanthropy

James Lindsay

Director, Investments, Builders Vision

Patrick Lynch

Co-Founder, Featherlight

Patience Marime-Ball

Impact Chair, Apollo Global Management

Mike McCreless

Founder and Executive Director, Impact Frontiers

Susan McGeachie

CEO, Global Climate Finance Accelerator

Jack Moriarty

Executive Director, Lafayette Square Foundation

Amy Nelson

Managing Partner, Rethink Education

William Orum

Partner, Capricorn Investment Group

Jessica Pan

Senior Portfolio Manager, APG Asset Management

Priya Parrish

Partner and Chief Investment Office, Impact Engine

Pamela Pavkov

Partner, TPG NEXT

Daniel Pianko

Managing Director, Achieve Partners

Edmund Piro

Chief Investment Officer, McConnell Foundation

Roraj Pradhananga

Co-Chief Investment Officer, Veris Wealth Partners

Jennifer Pryce

President and CEO, Calvert Impact

Joohee Rand

Head of Secretariat, Operating Principles for Impact Management

Keren Raz

Senior Responsible Investment Manager, APG Asset Management

Nicolle Richards

Senior Manager, Investments, Gary Community Ventures

Liz Roberts

Head of Impact Investing – Investment Management, Massachusetts Mutual Life Insurance Company

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

Zafer Sahinoglu

VP Innovation and GM, Mitsubishi Electric Innovation Center

Avantika Saisekar

Managing Director of Sustainable Investing, Wafra Inc.

Fran Seegull

President, U.S. Impact Investing Alliance

Lauren Sercu

Co-Founder & Managing Partner, Sorenson Impact Advisory

Donna Sims Wilson

Chief Operating Officer, Kah Capital Management

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

Iraz Solyap

Director, Social Impact, Private Markets, Manulife Investment Management

Marieke Spence

Executive Director, Impact Capital Managers

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

Bhavika Vyas

Managing Director, Stepstone

Milo Werner

General Partner, DCVC

Pooja Yadav

Principal, Azarine

Laurie Lane-Zucker

Founder and President, Impact Entrepreneur

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

Book your room

The Impact & Transition Investor Summit: North America is taking place at The Westin New York at Times Square.

We’ve secured special hotel rates for  Summit attendees. Be sure to book your room early to take advantage of these exclusive offers.

Find out more and reserve your room via the link below. Discounted booking rate is available until 31 October.

Make reservation