Event Agenda
3:00pm - 3:30pm: Registration & Networking
3:30pm - 3:40pm: Welcome - Patsy Doerr Thomson Reuters
3:40pm - 4:00pm: Roadmap
4:00pm - 5:00pm: Investor Panel
5:00pm - 5:15pm: Networking Break
5:15pm - 6:15pm: Impact in Action Panel
6:15pm - 6:30pm: Living Diversity - A Conversation with Christina Lewis Halpern
6:30pm - 8:00pm: Networking Reception
* All times in EST
Keynote Speakers
- Liesel Pritzker-Simmons Co-Founder & Principal Blue Haven Initiative
- Christina Lewis Halpern Founder & Executive Director All Star Code
- Miljana Vujosevic Director - Impact Investments Prudential Financial
- Patsy Doerr Global Head, Corporate Responsibility & Inclusion Thomson Reuters
- Sheila Herrling Sr Vice President, Social Innovation The Case Foundation
- David Enriquez Sr Investment Officer - Private Equity Bureau of Asset Management, NYC Comptrollers Office
- Glen MacDonald Sr Vice President, Institutional Client Advisor US Trust, Bank of America Private Wealth Management
- Scott Reeves Vice President & Portfolio Manager US Trust, Bank of America Private Wealth Management
- Mina Pacheco Nazemi Founder & Managing Parther Aldea Capital Partners
- Elizabeth Chou Parther New Markets Venture Partners
- Michael Lent CIO Veris Wealth Partners
People are welcome to join the discussion and help connect the dots between the places that we live and those who are committed to generating substantial yet sustainable financial results alongside vitally important social and environmental benefits. They call this SmarterMoney+.
The train stop tour is designed for family offices, family principals, and private foundations & executive staff directly involved in investment decision-making, who are exploring new ways to align assets and mission.
To register for the Impact Diversity Event in NY Click here.
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