What you will get
Participants hear from prominent family offices, institutional investors, and influential foundations about what is driving their impact investment decision-making in 2019 and experience an exciting lineup of discussions, debates, and performances.
Who attends
Attendees include family offices, foundations, institutional investors, wealth advisors & asset managers representing over 1 trillion AUM.
Keynote Speaker
Jeffrey Tannenbaum is the founder of Titan Grove, an investment holding company focused on building mission-driven businesses that transform industries and promote sustainable, healthy and just capitalism. Titan Grove works with exceptional entrepreneurs and innovators who are committed to creating companies that demonstrate the power of markets as a force of good. Prior to Titan Grove, Jeff founded Fir Tree Partners, a private global investment firm, in 1994. Jeff spent his early career in the private equity industry at Kohlberg & Co working for Jerome Kohlberg who is credited with having created the private equity industry. Jeff has served as Board Chairman of numerous public and private companies and founded and served as the Chairman of sPower LLC, which he helped build into our nation’s largest private solar utility. Through the Fir Tree Philanthropies (“FTP”), Jeff focuses on domestic job creation via accelerating America’s energy independence. FTP promotes job creation and sustainable capitalism through innovations in public policy, finance and entrepreneurship. FTP organized our nation’s first major bi-partisan symposium focused on eliminating foreign oil dependence, hosted President Obama’s energy cabinet members for their 100 day planning retreat and operates a Scientist in Residence program. Jeff also founded the not for profit PACENation.org which has helped develop a new form of financing for energy retrofits of homes and buildings. Jeff is a lecturer at Cambridge University where he teaches a global investing class. He received a JD-M.B.A. degree from NYU, graduated summa cum laude and Phi Beta Kappa from Tulane University and studied at the London School of Economics and the Chinese University of Hong Kong.
Other speakers
- Jennifer Kenning, Align Impact LLC, CEO & Co-Founder
- Tamara Larsen, Perella Weinberg Partners, Director, Asset Management
- Thomas Knowles, Gratitude Railroad, Partner
- Regan Pritzker, The Libra Foundation, Chair of Investment Committee
- Glen Macdonald, Bronfman Rothschild, Managing Director
- Chintan Panchal, RPCK Rastegar Panchal, Founding Partner
- Holly Ruxin, Montcalm, CEO
- Michael Hokenson, Community Investment Management, Partner
- Andrew Siwo, Colonial Consulting, Investment Director
- Amy Francetic, Energize Ventures, Managing Director
- Adam Rein, CapShift, Co-founder & President
- Sara Zulkosky, Greenspring Associates, Venture Partner
- J. Tyler Blickhan, Ascension Investment Management, Senior Investment Analyst of Real Assets
- Juliette Menga, Alternative Investment Group, Director
- Brian Hughes, Hughes Growth, President & Founder
- Scott Sadler, Altera, Private Access Director of Impact Strategies
- Elias Bachmann, BSW Wealth Partners, Director – Private Investments
- Lisa Davis, PGIM, Real Estate Executive Director, Impact Investing Portfolio Manager
- Bruce Campbell, Blue Dot Advocates, Chief Happiness Officer
- Louisa M. Ives, Chilton Trust Company, Managing Director, Head of Manager Research
- Casey Verbeck, Veris Wealth Partners, Partner, Managing Director of Marketing and Business Development
- Kate Starr, Flat World, Partners CIO
- Alex Lamb, New Summit Investments, Managing Director
- Debra Schwartz, John D. & Catherine T. MacArthur Foundation, Managing Director, Impact Investments
- Sandra Osborne, ImpactAssets, Director, Investments
- Jamie Martin, Morgan Stanley, Executive Director
- Jay Ripley, Global Endowment Management, Principal
- Matt Greenfield, ReThink Education, Managing Partner
- Amer Vohora, VALUEworks, Partner
- Stacey Flier, NEPC, Principal and Sr. Consultant BIO
Click here to register.
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