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Finance, Innovation, Investment and Asset Management

FT Investing for Good USA 2016

Innovative Finance as a Force for Global Change

New York |
Speakers include:
Judith  Rodin

Judith Rodin

The Rockefeller Foundation

Deborah Winshel

Deborah Winshel

BlackRock

John  Morton

John Morton

The White House

Overview

While philanthropy continues to be a powerful force for change, global philanthropic funds, even when combined with development aid and national government spending, continue to make up a tiny fraction of the financing needed to address the world’s biggest problems. Today, a new generation of investors want to use investment funds to address global challenges, from climate change to lack of access to healthcare and education, while also generating a financial return. Meanwhile, foundations, governments and financial institutions are developing new innovative forms of financing. These will require changes in thinking and new business models on the part of the traditional asset management industry. Ways of measuring returns will also need to be found. However, at a time of austerity and public sector retrenchment, these financing mechanisms are becoming more important, both to stimulate innovation and to work alongside traditional forms of assistance. Many now believe that capital markets—if equipped with new, financially attractive investment products—could provide a rich seam of funding with which to tackle the world’s most pressing problems.

FT Investing for Good, organised in partnership with The Rockefeller Foundation, will gather leading foundations, institutional and individual investors, investment professionals and advisors, fund managers, development finance institutions, and policymakers to discuss the opportunities and challenges that exist at the intersection of philanthropy and investment.

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fallback Add to my Calendar 12/07/2016 08:15:0112/07/2016 17:30:00trueFT Investing for Good USA 2016While philanthropy continues to be a powerful force for change, global philanthropic funds, even when combined with development aid and national government spending, continue to make up a tiny fraction of the financing needed to address the world’s biggest problems. Today, a new generation of investors want to use investment funds to address global challenges, from climate change to lack of access to healthcare and education, while also generating a financial return. Meanwhile, foundations, governments and financial institutions are developing new innovative forms of financing. These will require changes in thinking and new business models on the part of the traditional asset management industry. Ways of measuring returns will also need to be found. However, at a time of austerity and public sector retrenchment, these financing mechanisms are becoming more important, both to stimulate innovation and to work alongside traditional forms of assistance. Many now believe that capital markets—if equipped with new, financially attractive investment products—could provide a rich seam of funding with which to tackle the world’s most pressing problems.FT Investing for Good, organised in partnership with The Rockefeller Foundation, will gather leading foundations, institutional and individual investors, investment professionals and advisors, fund managers, development finance institutions, and policymakers to discuss the opportunities and challenges that exist at the intersection of philanthropy and investment.FT-Investing-for-Good-USA-2016c056798656812ac9b6c6c0333e0ed52bMM/DD/YYYY

FT Investing for Good - Brochure

FT Investing for Good - Brochure

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Speakers (28)

Judith  Rodin

Judith Rodin

President
The Rockefeller Foundation

Judith Rodin is President of The Rockefeller Foundation, one of the world’s leading philanthropic organizations. She was previously President of the University of Pennsylvania, and Provost of Yale University. Since joining the Foundation in 2005, Dr Rodin has recalibrated its focus to meet the challenges of the 21st century and today the Foundation supports and shapes innovations to expand opportunity worldwide and build greater resilience by helping people, communities and institutions prepare for, withstand and emerge stronger from acute shocks and chronic stresses. The Foundation accomplishes these goals through work that advances health, revalues ecosystems, secures livelihoods and transforms cities. A widely recognized international leader in academia, science and development issues, Dr Rodin has actively participated in influential global forums, including the World Economic Forum, the Council on Foreign Relations, the Clinton Global Initiative and the United Nations

General Assembly. She is also a member of the African Development Bank’s High Level Panel, and a Board member of the Alliance for a Green Revolution in Africa (co-created by The Rockefeller Foundation). A pioneer and innovator throughout her career, Dr Rodin was the first woman named to lead an Ivy League Institution and is the first woman to serve as The Rockefeller Foundation’s President. A research psychologist by training, she was one of the pioneers of the behavioral medicine and health psychology movements. She is the author of more than 200 academic articles and has written or co-written 15 books, including her two most recent, The Power of Impact Investing: Putting Markets to Work for Profit and Global Good (Wharton Digital Press, 2014) and The Resilience Dividend: Being Strong in a World Where Things Go Wrong (Public Affairs 2014). She has received 19 honorary doctorate degrees and has been named one of Crain’s 50 Most Powerful Women in New York.

She has also been recognized as one of Forbes Magazine’s World’s 100 Most Powerful Women. She serves as a member of the board for several leading corporations and non-profits, including Citigroup, Laureate Education, Comcast, and the White House Council for Community Solutions. Dr Rodin is a graduate of the University of Pennsylvania and earned her PhD in Psychology from Columbia University.

Deborah Winshel

Deborah Winshel

Managing Director and Global Head of Impact Investing
BlackRock

Deborah Winshel is a Managing Director and serves as Global Head of Impact Investing at BlackRock. She is responsible for leading and unifying the firm's impact efforts, including the current $225bn in assets under management tied to social and environmental strategies. Additionally, she oversees BlackRock's Global Corporate Philanthropy initiatives, continuing the firm's mission of "Building Better Financial Futures" and leveraging BlackRock's $100m Charitable Fund, employee skills and expertise to create social impact on a global scale.

Prior to joining BlackRock, Ms Winshel was President and Chief Operating Officer of The Robin Hood Foundation, where she was responsible for the development of the strategy and infrastructure to ensure the organization's long-term sustainability and growth. She was previously the Executive Vice President, Chief Financial Officer and Chief Administrative Officer of the Metropolitan Museum of Art. Prior to working in the non-profit sector, she spent more than a dozen years working in New York and London for JP Morgan's Investment Bank, culminating as a Managing Director advising key corporate clients on a variety of financial, capital markets and strategic issues.

In 2013, she was selected by Crain's New York Business as one of the "50 Most Powerful Women in New York" and was honored with the Harvard Business School Women's Association of Greater New York's 2014 "Women Who Inspire Us" award. She is a founding board member of Immigrant Justice Corps and a member of the Economic Club of New York. Ms Winshel holds an MBA from Harvard Business School and is a graduate of the University of Puget Sound. 

John  Morton

John Morton

Senior Director for Energy and Climate Change
The White House

John Morton is the White House senior director for energy and climate change at the National Security Council. Mr Morton was previously the chief operating officer at the Overseas Private Investment Corporation (OPIC). As chief operating officer, Mr Morton managed OPIC’s day-to-day operations including its $18bn investment portfolio in more than 100 countries. Previously, Mr Morton was OPIC’s vice-president for investment policy.

Before joining OPIC, Mr Morton was managing director of economic policy at the Pew Charitable Trusts. Before joining Pew, Mr Morton was director of national security policy for the John Kerry presidential campaign, where he co-ordinated policy development concerning Afghanistan, Russia and the former Soviet states and Africa, and on issues relating to democracy, human rights and economic development.

Previously, Mr Morton was an investment officer with Global Environment Fund, overseeing global investments in sustainable forestry and the natural gas sector and developing the firm’s clean-energy practice. He worked as a strategy consultant with Mercer Management Consulting and began his professional career at the World Bank, where he managed investments in the former Soviet Union.

Mr Morton has served on the boards of directors and executive committee of the National Security Network and the Clean Energy Network. He is a fellow of the Aspen Institute’s Catto environmental leaders programme and the US-Japan Leadership Program.

Mr Morton received an MBA from the Wharton School at the University of Pennsylvania and an MA in International Economics from the Johns Hopkins School for Advanced International Studies. He graduated from Harvard College with a BA in Russian History and Literature.

Jim Sorenson

Jim Sorenson

Founder
Sorenson Impact Foundation

James Lee Sorenson is Head of the Sorenson Impact Foundation, whose mission is to fund sustainable, scalable endeavours that maximise positive impact on people, families, communities and local economies.

Over his career, Mr Sorenson has built companies in industries ranging from technology and life sciences to real estate and private equity investment. Combining innovative and worthwhile ideas with talented management teams, he has produced growing new enterprises and has been instrumental in developing several new industry categories, including the digital compression software that helped usher in the online video revolution, through Sorenson Media, and video relay services for people who are deaf and hard of hearing, through Sorenson Communications.

Mr Sorenson has also helped establish programmes and organisations that improve the lives of the poor, build regional business communities and train the next generation of entrepreneurial and investment leaders. In addition to supporting self-sustaining charitable enterprises at the foundation, Mr Sorenson donates time, money and energy to institutions that help low-income people become self-sufficient.

In 2013, Mr Sorenson created the Sorenson Impact Center at the David Eccles School of Business at the University of Utah with a $13m endowment. With 25 staff and more than 50 graduate and undergraduate students from the University of Utah and beyond, the centre helps communities in the US and overseas harness private capital, data and innovation to address complex social and public health problems.

Mr Sorenson has served on a variety of community service boards, including the University of Utah’s Board of Trustees, the David Eccles School of Business Board of Trustees, the University Venture Fund, Art Works for Kids, Gallaudet University’s Board of Trustees, the Utah Sports Commission, the National Alliance on Impact Investing and Village Capital, where he currently serves as Chairman of the Board.

Allison  Clarke

Allison Clarke

Associate Director of Impact Investments
MacArthur Foundation

Allison Clarke joined the MacArthur Foundation in 2006 to oversee investments made through Window of Opportunity, the Foundation’s $150-million affordable rental housing preservation initiative. Since then, her responsibilities have expanded to include overall portfolio management for the Impact Investing program.

Ms Clarke has worked in affordable housing, economic development and commercial real estate for over 20 years. Prior to joining the Foundation, she worked as a senior underwriting manager in the Community Lending Group (formerly the American Communities Fund) at Fannie Mae, where she underwrote and closed more than $150 million in debt and equity transactions for affordable housing developments. She also worked for eight years at Bank One in a variety of departments, including Commercial Real Estate and Community Development Real Estate. Before moving to Chicago, she participated in the Urban Fellows Program in New York City, where she worked as a project manager at the New York City Economic Development Corporation.

Recently, Ms Clarke served on Attorney General Lisa Madigan's task force charged with creating and implementing a program to deploy $100 million in grant funds from a national mortgage settlement aimed at addressing the foreclosure crisis. She also serves on the board of directors of the Chicago Foundation for Women and the Chicago Chess Foundation.

Ms Clarke graduated from Harvard-Radcliffe College with a Bachelor’s degree in Government, and earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University with a concentration in Nonprofit Management and Real Estate.

Andrea Phillips

Andrea Phillips

Co-founder and Managing Partner
Maycomb Capital

Andrea Phillips is the co-founder and managing partner of Maycomb Capital, a new impact investing platform. She has more than 25 years of experience leading, designing and implementing large scale, public-private partnerships that harness private investment to address pressing social challenges. At Goldman Sachs, she launched and managed the Goldman Sachs Social Impact Fund, a $140m fund diversified across impact areas and geographies. At the same time, Ms Phillips led social impact bond investments for the firm including the investment in the Rikers Island Social Impact Bond (SIB), the first such transaction ever executed in the US market and by a financial institution.

Ms Phillips has been the lead investor in four of the 11 SIB transactions done in the US market, representing half of all senior capital committed to these projects. Transactions include state-wide expansion of a programme to reduce recidivism and boosting employment among at risk young men in Massachusetts and expanding access to early childhood education for low-income children in Utah and Chicago.

Before joining Goldman Sachs, Ms Phillips developed small business, workforce and community development programmes She was president of a Community Development Financial Institution (CDFI), which provided affordable capital to small businesses and non-profits in disadvantaged communities. She also managed performance-based contracts in workforce development totalling more than $100m.

She holds a Bachelor’s degree from Tufts University and a Master of Public Policy from the Harvard Kennedy School.

Andrew  Kassoy

Andrew Kassoy

Co-Founder
B Lab

Mr Kassoy co-founded B Lab with Bart Houlahan and Jay Coen Gilbert in 2006 in order to build a global movement of people using business as a force for good. Before co- founding B Lab, he spent 16 years in the private equity business as a partner at MSD Real Estate Capital, an affiliate of MSD Capital, a $12bn investment vehicle for Michael Dell, founder of Dell, and as a founding partner and managing director of DLJ Real Estate Capital Partners.

He serves on the Board of Echoing Green, is a member of the US National Advisory Board of the G8 Social Impact Investing Task Force and is a former board member of the Freelancers Union. Mr Kassoy is a 2001 Henry Crown Fellow of The Aspen Institute, a winner of the Skoll Award for Social Entrepreneurship and a recipient of the McNulty Prize.

Raised in Boulder, Colorado, Mr Kassoy graduated with distinction from Stanford University, where he was a Truman Scholar, Phi Beta Kappa, and a President’s Award winner.

Andrew Zolli

Andrew Zolli

Vice-President, Global Impact Programmes
Planet

Andrew Zolli is vice-president of global impact programmes at Planet, where he oversees the company’s global social, climate, environmental and humanitarian portfolio. Planet is a global sensing company that is deploying the world’s largest constellation of Earth-observing satellites. Planet’s satellites generate new data sets that help businesses, humanitarian organisations and others to address issues of sustainable development, including poverty alleviation, food security, ecosystem monitoring, disaster risk reduction and public health.

Mr Zolli is also the author of Resilience: Why Things Bounce Back. He writes and speaks widely on issues of resilience, complexity, systems-leadership and transformation. Mr Zolli is the former curator and executive director of PopTech, a network of scientists and designers known for its annual technology conference. He also advises a range of social enterprises, companies, governments and institutions. He is a board member of several leading enterprises and chairs the Garrison Institute, which explores the intersection between contemplative practice and engaged social change.

Barbara  Buchner

Barbara Buchner

Executive Director
Global Innovation Lab for Climate Finance

Barbara Buchner is executive director of the Climate Finance programme at Climate Policy Initiative. She advises leaders on climate, energy, and land use investments around the world and is the lead author on CPI’s Global Landscape of Climate Finance, which has set the benchmark for climate finance tracking, and Climate Finance in 2013-14 and the USD 100 billion goal, a joint report with the Organisation for Economic Co- operation and Development (OECD) that played a seminal role in the lead up to the Paris Agreement.

Dr Buchner directs the CPI’s work as secretariat of the Global Innovation Lab for Climate Finance (The Lab). The Lab’s public-private approach solicits, shapes and tests cutting edge climate finance instruments that resolve financing barriers hindering alternative energy, adaptation and land use projects. Dr Buchner also leads CPI’s work as secretariat of Finance for Resilience (FiRe), a sister initiative to The Lab that focuses on private sector approaches to scaling up investment in green growth.  In addition, she built and directed the San Giorgio Group, which brings together financial institutions engaged in green, low-emissions finance in collaboration with the World Bank Group, CLP (China Light & Power) and the OECD.

She holds a PhD in Economics from the University of Graz and was a visiting scholar at the Massachusetts Institute of Technology.

Candace  Smith

Candace Smith

Managing Director of Risk
MicroVest Capital Management

As managing director of risk, Candace Smith is responsible for the oversight of operations and portfolio risk management for MicroVest Capital Management and the funds and facilities it manages. Ms Smith joined MicroVest in 2005 as chief financial officer before becoming chief operating officer and, in 2014, managing director of risk.

Before joining MicroVest, Ms Smith advised clients such as the Inter-American Development Bank, Calvert Foundation and Corporacion para el Financiamiento de Infraestructura on due diligence, credit evaluation and other matters. As chief operating officer for Triodos PV Partners, she oversaw a $50m joint business development and equity investment programme to promote solar electric service enterprises in developing countries. Previously, Ms Smith served as senior credit officer and portfolio officer at the Inter-American Investment Corporation.

Ms Smith began her career in finance as a corporate lending officer with the former Continental Illinois National Bank. She holds a Masters in International Management from The American Graduate School of International Management (Thunderbird) and a dual major Bachelor of Arts degree in Spanish and Political Science from the University of North Carolina at Chapel Hill. She is an independent trustee of Praxis Mutual Funds, a registered fund complex with faith-based, stewardship investing criteria.

Chantal Line  Carpentier

Chantal Line Carpentier

Chief
United Nations Conference on Trade and Development (UNCTAD) New York

Chantal Line Carpentier is the chief of the United Nations Conference on Trade and Development (UNCTAD) New York and an economist who specialises in sustainable agriculture, development, trade, and consumption and production. Unctad is convening the first Capital Markets Global Summit at the UN in November, bringing together global asset managers and wealth holders, each with more than $500m in assets under management.

Ms Carpentier, who joined UNCTAD in mid-2014, spent seven years managing the intergovernmental processes in the Division for Sustainable Development at the UN Department of Economic and Social Affairs (DESA). During her tenure at DESA, she served as the Major Groups co-ordinator to enhance the engagement of non-state actors with the UN. She co-ordinated the participation of more than 10,000 non-state actors in the Rio+20 Conference and was involved in the successful negotiations of the Sustainable Development Goals (SDGs). At DESA, Ms Carpentier was the focal point for sustainable consumption and production, food security and sustainable agriculture.

From 2000 to 2007, she was head of the trade and environment program of the NAFTA Commission for Environmental Cooperation. From 1998 to 2000 she was policy analyst for the Wallace Institute for Alternative Agriculture and from 1996 to 1998 she was a post-doctoral scholar for the International Food Policy Research Institute in the Brazilian Amazon.

Ms Carpentier is among the nominees of the 2016 Ideagen 100 Individuals Empowering Women and Girls and is a 2006 Yale World Fellow. She has consulted to the United Nations Development Program, the World Bank, the Organisation for Economic Co-operation and Development (OECD) and the US Department of Agriculture.

Chid Liberty

Chid Liberty

Co-Founder
Liberty & Justice

Mr Liberty is co-founder of Liberty & Justice, Africa’s first fairtrade-certified apparel manufacturer. After working in the US in entertainment, technology and finance, he returned to Africa in 2009 to co-found Liberty & Justice to provide economic opportunities for internally displaced women who were vulnerable to unemployment and economic exclusion. He is leading the company’s expansion in Liberia and throughout the region.

Mr Liberty served as entrepreneur-in- residence at the University of Liberia’s Business Start-up Center Monrovia (BSC) and manages the BSC’s Ignite Fund (Liberia), an equity investment fund that makes strategic investments in Liberian Pico-cap companies with high-growth potential. He works as an advisor and board member to organisations including the Global Impact Investment Rating System, The Liberia Marathon, FACE Africa and the Opportunity Collaboration. 

Mr Liberty is a recipient of the 2014 Salzburg Global Fellowship, the 2014 Global Innovation Summit Ecosystem Award, the 2013 New African Press’s 50 African Trailblazers under 50, Social Venture Network’s 2011 Social Innovation Award and the 2010 Cordes Fellowship. He is a Yoxi Portfolio Social Innovation Rockstar. In her 2011 State of the Nation Address, Ellen Johnson Sirleaf, Liberia’s president, recognised Mr Liberty for his leadership in shaping trade policy and indigenous Liberian entrepreneurship.

David  Wilkinson

David Wilkinson

Director
Office of Social Innovation and Civic Participation, The White House

David Wilkinson is director of the White House Office of Social Innovation and Civic Participation. He leads White House efforts to identify and scale up more effective social solutions that strengthen communities and enable upward economic mobility through use of data and evidence as well as smarter use of federal resources and cross-sector collaboration.

Mr Wilkinson was previously senior policy advisor for social finance and innovation, assigned to the Office of Social Innovation and the White House Council on Environmental Quality (CEQ). At the Office of Social Innovation, he led initiatives that included pay-for-success, evidence-based policy and impact finance. He led CEQ’s work on green finance, with a focus on market development, financial innovation and economic opportunity. Mr Wilkinson is the US Government Observer to the Global Social Impact Investment Steering Group, successor to the G8 Social Impact Investment Taskforce.

Before joining the White House, Mr Wilkinson was executive director of City First Enterprises, a federally regulated non-profit bank holding company and incubator of social finance solutions. He previously co-founded and helped launch a start-up community development bank in New Haven, Connecticut and was executive director of Common Cause New Jersey, an 8,000-member organisation fostering local civic engagement.

Mr Wilkinson has served on the board of the City First Foundation where he was a founding director. He was a Jane Addams Fellow at Indiana University’s Lilly Family School of Philanthropy. He is a graduate of the University of Virginia and Yale Law School.

Eric  Rosenblum

Eric Rosenblum

Lead, Social Impact
Palantir

Eric Rosenblum has led Palantir’s work on Social Impact platforms, including Palantir’s work with Santa Clara County on Project Welcome Home, in which he developed a platform that will assist the county in implementing and evaluating a Pay-for-Success project aimed at improving outcomes for Santa Clara’s chronically homeless population.

Mr Rosenblum was previously director of product management for Google, where he was responsible for commerce products. He was also the chief operating officer for Drawbridge, a big data media and advertising technology company that was named the fastest growing media and advertising company in the 2015 Inc.5000 listings.

Before starting his career in technology in Silicon Valley, Mr Rosenblum spend 12 years in China, where he was founder and CEO of SmartPay, which was acquired by China’s Ping’an, financial services company. 

Mr Rosenblum is an alumnus of Harvard University and the Massachusetts Institute of Technology.

Frédéric   Samama

Frédéric Samama

Deputy Global Head of Institutional and Sovereign Clients
Amundi

Frédéric Samama, Deputy Global Head of Institutional Clients, joined Amundi Asset Management in 2009. He is the Founder of the Sovereign Wealth Fund (SWF) Research Initiative. Formerly, he oversaw Corporate Equity Derivatives within Credit Agricole Corporate Investment Banking in New York and Paris. During his tenure in this role,, he developed and implemented the first international leveraged employee share purchase program, a technology now widely used among French companies. He has advised the French Government in different areas including employee investing mechanisms, market regulation and climate finance, and has a long track record of innovation at the crossroads of finance and government policy. Over the past few years, his action has been focused on climate change with a mix of financial innovation, research and policy making recommendations. He is a graduate of the Stanford Executive Program and holds a diploma from Neomia Business School, France.

Jeremy Keele

Jeremy Keele

President and CEO
Sorenson Impact Center, David Eccles School of Business, University of Utah

Jeremy Keele is President and CEO of the Sorenson Impact Center at the University of Utah’s David Eccles School of Business. At the centre, Mr Keele works to develop innovative and data-driven approaches to solving challenging social problems. So far, the centre has facilitated more than $100m in impact investments in social enterprises around the world and is currently advising on evidence-based social interventions (including a variety of social impact bonds) in more than a dozen state and local jurisdictions around the US.

Before joining the University of Utah, Mr Keele was Senior Advisor to Salt Lake County Mayor Ben McAdams from 2013 to 2015. During his time at Salt Lake County, Mr Keele advised the mayor on key policy initiatives, including financing, transportation, homelessness, criminal justice, health, culture and the arts and economic development. From 2006 to 2013, Mr Keele practiced corporate transactional law in New York, London and Los Angeles with the law firms Cleary Gottlieb and Latham & Watkins.

Mr Keele received his Juris Doctor from New York University in 2006, a Master’s degree in public administration from Harvard University’s Kennedy School of Government in 2006 and Bachelor’s degrees in biology and French from Brigham Young University in 2001.

Lauren Sepolen

Lauren Sepolen

Senior Fixed Income Analyst, Vice President
BNY Mellon Wealth Management

Lauren Sepolen, is a research analyst for BNY Mellon Wealth Management. In this role she is responsible for tax-exempt and taxable fixed income security analysis. Lauren has seven years of investment experience including five years with the firm.

Prior to joining the fixed income group, Lauren worked as a sales assistant with Deutsche Bank Alex Brown, where she was responsible for co-ordinating trading and performance analysis for clients. Lauren received her bachelor’s degree from Brandeis University and is a CFA charter holder.

Mark  Tercek

Mark Tercek

President and CEO
The Nature Conservancy

Mark Tercek is president and CEO of The Nature Conservancy (TNC), the global conservation organisation, where he lead’s TNC’s impact capital initiative and serves as board chair of NatureVest, TNC’s impact investment unit. He is author of the Washington Post and Publisher’s Weekly bestselling book Nature’s Fortune: How Business and Society Thrive by Investing in Nature.

Mr Tercek is a former managing director and partner for Goldman Sachs, where he spent 24 years before joining TNC in 2008. During his time at Goldman Sachs, he managed several key units, including Corporate Finance, Equity Capital Markets and Pine Street, the firm’s leadership development programme. In 2005, after two decades as an investment banker, he was appointed to lead the firm’s Environmental Markets Group and develop its environmental strategy.

In 2012, Andrew Cuomo, New York governor, appointed Mr Tercek to serve on the New York State 2100 Commission, created in the wake of Superstorm Sandy to advise the governor and the state on how to make state infrastructure more resilient. He is a member of several boards and councils, including Resources for the Future, the Nicholas Institute for Environmental Policy Solutions, the advisory board for Harvard Business School’s Social Enterprise Initiative and the Science for Nature and People Partnership.

Mr Tercek is a member of the Council on Foreign Relations and serves on the Williams College Board of Trustees. He earned an MBA from Harvard and a BA from Williams College. Until 2008, he served on the finance faculty of New York University’s Stern School of Business.

Maryam  Golnaraghi

Maryam Golnaraghi

Director of Extreme Events and Climate Risks
The Geneva Association

Dr Golnaraghi is the director of extreme events and climate risks at the Geneva Association, whose members are the CEOs of the world’s leading (re) insurance companies. With more than 20 years in international executive and senior advisory positions in government, industry and the United Nations, Dr Golnaraghi has been working at the forefront of facilitating strategic partnerships and developing strategies and policies for building socio-economic resilience to disaster and climate risks and developing pathways for the transition to a low-carbon economy with a focus on investment strategies and technological innovations.

From 2004 to 2014, Dr Golnaraghi was the chief of the international programme on disaster risk reduction at the World Meteorological Organization. She developed global, regional and national mechanisms and programmes for managing disaster and climate risks, using advances in earth sciences and technologies, with initiatives in more than 40 countries. From 1997 to 2004, as the CEO and president of Climate Risk Solutions, she worked with the US government and companies in energy, agriculture and insurance and worked to develop weather-indexed insurance.

Dr Golnaraghi serves on a number of international, regional and industry advisory boards. She holds a Bachelors degree in chemical engineering from Cornell University, a Masters in applied physics and a PhD in physical oceanography from Harvard University.

Matthew  Weatherley-White

Matthew Weatherley-White

Managing Director
The CAPROCK Group

Matthew Weatherley-White to co-founded the CAPROCK Group and leads its initiative in impact investing. Mr Weatherley-White is regular speaker on impact investing and serves as a strategic advisor to several impact investing funds. He recently successfully shepherded two pieces of legislation through the Idaho Statehouse, the first authorizing Pay For Success Contracting and the second awarding legal status to businesses structured as Benefit Corporations.   

Before to co-founding The CAPROCK Group, Matthew was a partner in The Owyhee Group, a boutique advisory team within Smith Barney. During his 14 years with the company, he was a member of Citigroup’s Leadership Development Program and helped craft the firm’s Private Wealth Management platform.

Mr Weatherley-White graduated from Dartmouth College, has competed internationally in five sports and serves as a director for the Lee Pesky Learning Center, an organisation he helped launch nearly 20 years ago.

Michael  Kubzansky

Michael Kubzansky

Partner, Intellectual Capital
Omidyar Network

Mr Kubzansky is a partner at Omidyar Network, where he leads the firm’s Intellectual Capital team, which is responsible for defining investment strategies and conducting market research and analysis. Mr Kubzansky’s work spans the firm’s five global initiatives – Consumer Internet and Mobile, Education, Financial Inclusion, Governance and Citizen Engagement and Property Rights – as well as broader developments in venture capital, impact investing and philanthropy.

Before joining Omidyar Network, Mr Kubzansky was a partner at Monitor Group (now Monitor Deloitte), where he spent more than 10 years covering a range of sectors including telecoms, satellite and internet services. In 2007, he co-founded and led the Monitor Inclusive Markets practice, leading a team that analysed market-based approaches to serving mass market and low-income customers, suppliers and distributors across Africa, Asia and Latin America. Mr Kubzansky also led sector-based research and consulting efforts in financial services, healthcare, technology and business process outsourcing, energy livelihoods and impact investing for a range of corporate, investor and donor clients.

For more than five years, Mr Kubzansky worked for the World Bank and the International Finance Corporation (IFC). At the World Bank, he was part of the East Asia management team and directed the bank’s flagship innovation programme, Development Marketplace.

Mr Kubzansky earned his MBA from the Kellogg School of Management at Northwestern University and has a Bachelor’s degree with honours from Brown University.

Nancy Pfund

Nancy Pfund

Founder and Managing Partner
DBL Partners

Nancy Pfund is founder and managing Partner of DBL Partners, a venture capital firm whose goal is to combine top-tier financial returns with meaningful social, economic and environmental returns in the regions and sectors in which it invests.

Ms Pfund currently sponsors or sits on the board of directors of several companies, including: SolarCity, Farmers Business Network, The Muse, Advanced Microgrid Solutions, Off-Grid Electric and Primus Power, and, prior to their public offerings, Tesla Motors and Pandora Media. Ms Pfund also sits on the Board of Trustees for National Geographic Society, is a member of the advisory council for The Bill Lane Center for the American West the US Impact Investing Alliance (formerly the National Advisory Board on Impact Investing) and the Lawrence Berkeley National Laboratory.  

Prior to founding DBL, Ms Pfund was a managing director in Venture Capital at JPMorgan, having started her investment career at Hambrecht & Quist in 1984. Ms Pfund’s earlier work included positions at Intel, the California Governor’s Office, Stanford University and the Sierra Club.

Ms Pfund received her Bachelors and Masters in anthropology from Stanford University, and her MBA from the Yale School of Management.

Ommeed Sathe

Ommeed Sathe

Vice-President, Impact Investments
Director, Newark Investment Fund Prudential Financial

Ommeed Sathe is a vice-president and head of the Impact Investment unit in the Office of Corporate Social Responsibility at Prudential, where he oversees all underwriting, origination, pipeline development and portfolio management activities for the group. The Impact Investment unit manages a portfolio of more than $500 million in investments and Prudential recently committed to grow its impact investing portfolio to $1bn by 2020. The group typically originates $150m to $200m in transactions annually and invests in a wide range of assets and strategies that produce both financial and social returns.

Before joining Prudential in June 2011, Mr Sathe was director of real estate development for the New Orleans Redevelopment Authority (NORA), a quasi-public entity that alleviates blight, redevelops residential and commercial properties and implements public projects in New Orleans. At NORA, he spearheaded the revitalisation of historic commercial corridors such as Oretha Castle Haley Boulevard and redeveloped more than 1,000 properties. Previously, he was a real estate and land use attorney with Fried, Frank, Harris, Shriver & Jacobson in New York City.

Mr Sathe has an undergraduate degree in neuroscience and urban planning from Columbia University, a masters degree in city planning from the Massachusetts Institute of Technology and a J.D. from Harvard Law School. Mr Sathe serves on the board of the Military Park Partnership, B Lab and Community Development Trust.

Richard Kauffman

Richard Kauffman

Chairman of Energy and Finance for New York
Office of Governor Andrew Cuomo

Richard Kauffman joined the office of Andrew Cuomo, New York governor, as the state’s first chairman of energy and finance or “energy czar” in January 2013. He leads Reforming the Energy Vision (REV), New York State’s energy policy. REV, which will enable greenhouse gas emission reductions of 40 per cent by 2030, includes modernising the energy and utility industry, a 10-year commitment supporting renewable energy and efficiency markets through the $5bn Clean Energy Fund, the NY-Sun solar programme and NY Green Bank.

Mr Kauffman oversees and manages the state’s portfolio of energy agencies and authorities: the Department of Public Service, the New York Power Authority, the Long Island Power Authority and the New York State Energy Research and Development Authority (NYSERDA). He was appointed chair of NYSERDA’s board in June 2013.

Before joining the Cuomo administration, Mr Kauffman was senior advisor to secretary Steven Chu at the US Department of Energy. During his private sector career, he was CEO of Good Energies, clean energy technologies investor, a partner of Goldman Sachs, where he chaired the Global Financing Group, and vice-chairman of Morgan Stanley’s institutional securities business and co-head of its banking department. 
Mr Kauffman has served as chairman of the board of Levi Strauss, on the boards of organisations including the Brookings Institution and the Wildlife Conservation Society and is a member of the Council on Foreign Relations. He received a bachelor’s degree from Stanford University, a master’s degree in international relations from Yale University and a master’s in public and private management from the Yale School of Management.

Saadia Madsbjerg

Saadia Madsbjerg

Managing Director
The Rockefeller Foundation

Saadia Madsbjerg joined the Rockefeller Foundation in 2013. As managing director, she leads the foundation’s work on innovation. Her responsibilities include shaping and scaling up innovative finance solutions that raise private sector investment capital for the social sector in pursuit of the foundation’s dual goals of building resilience and promoting inclusive economies.

Before joining the Rockefeller Foundation, Ms Madsbjerg was the senior vice-president for strategic planning at the New York City Economic Development Corporation (NYCEDC). There she led a portfolio of projects focused on creating more equitable and resilient growth for New York City. These included ideas ranging from economic diversification and promoting upward income mobility to economic and community development in underused neighborhoods. Before joining NYCEDC, Ms Madsbjerg was head of the strategy and analytics team for Cisco’s TelePresence Technology Group, and an associate principal at McKinsey & Company.

Ms Madsbjerg holds a Master of Science in Applied Economics and Finance from Copenhagen Business School, and George Washington University and she has a Bachelor of Science degree in International Business from Copenhagen Business School and Boston College.

Timothy Stiles

Timothy Stiles

Global Chair, International Development Assistance Services
KPMG

Timothy Stiles is the global chair of the International Development Assistance Services (IDAS) practice at KPMG. Mr Stiles has responsibility for the global delivery of KPMG’s services to organisations that are operating in the development sector. He is located in the firm’s New York office.

In addition to his responsibilities at IDAS, Mr Stiles is also the national practice leader of KPMG’s Development and Exempt Organizations practice and is a member of KPMG International’s governmental steering committee. He also serves as the global executive partner for the United Nations.

Mr Stiles has more than 25 years’ experience in providing services to development and tax-exempt organisations. His clients have included social service organisations, institutions of higher education, hospitals, governmental entities, museums, foundations, bi-lateral and multi-lateral organisations and other entities that have local, national and multi-national operations.

Tracy Palandjian

Tracy Palandjian

Co-Founder and CEO
Social Finance

Tracy Palandjian is co-founder and chief executive of Social Finance, a non-profit organisation that is leading the development of pay-for-success financing and social impact bonds. For more than a decade, Ms Palandjian has worked to expand the role of the capital markets in advancing social progress. In January 2011, she co-founded Social Finance US to develop the social impact bond and pay-for-success model in the US.

Before co-founding Social Finance, Ms Palandjian spent 11 years as a managing director at The Parthenon Group, where she established and led the non-profit practice and worked with foundations and non-governmental organisations. She has also worked at Wellington Management and McKinsey. Ms Palandjian is co-author of Investing for Impact: Case Studies Across Asset Classes. She is vice-chair of the US National Advisory Board to the Global Impact Investment Steering Group (formerly the G8 Taskforce). She is a member of the Board of Overseers at Harvard University, and serves on the boards of Facing History and Ourselves and the Surdna Foundation. She is also a director of Affiliated Managers Group.

She graduated magna cum laude from Harvard College, with a BA in economics, and holds an MBA with high distinction from Harvard Business School, where she was a Baker Scholar.

Uday  Varadarajan

Uday Varadarajan

Principal
Climate Policy Initiative

Mr Varadarajan is a principal in the energy finance programme of the Climate Policy Initiative (CPI). His work at CPI has primarily focused on strategic analysis of clean energy policy, finance and business structures.

Mr Varadarajan was previously a programme examiner in the US White House Office of Management and Budget (OMB). At OMB, he oversaw the $2bn budget for the energy efficiency and renewable energy programmes of the US Department of Energy (DOE). He was also responsible for overseeing the assessment of the cost to government – the credit subsidy cost – of the first $8bn in loans of the DOE’s Advanced Technology Vehicles Manufacturing Loan Program.

Before joining OMB, Mr Varadarajan was an AAAS Science and Technology Policy Fellow, working first as an advisor on carbon sequestration programs to the Under Secretary for Science at the DOE and then on detail to the staff of the US House of Representatives, Appropriations Committee.

Mr Varadarajan was a postdoctoral fellow in theoretical physics at the University of Texas at Austin. He received his PhD in physics from the University of California at Berkeley, and his undergraduate degree in physics from Princeton University.

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Chair and Moderators (4)

Gillian Tett

Gillian Tett

US Managing Editor
Financial Times

Gillian Tett serves as US Managing Editor, leading the Financial Times’ editorial operations in the region across all platforms. She writes weekly columns for the FT, covering a range of economic, financial, political and social issues throughout the globe. Ms Tett previously served as Assistant Editor, US Managing Editor from 2010 to 2012, and prior to this Assistant Editor responsible for the FT’s markets coverage. Other roles at the FT have included Capital Markets Editor, Deputy Editor of the Lex column, Tokyo Bureau Chief, Tokyo Correspondent, London-based economics reporter and a reporter in Russia and Brussels.

In 2014, she was named Columnist of the Year in the British Press Awards and also received the Royal Anthropological Institute Marsh Award. Ms Tett's latest book is The Silo Effect: Why Putting Everything In Its Place Isn't Such A Bright Idea (Simon & Schuster, 2015). She is the author of New York Times bestseller Fool’s Gold: How Unrestrained Greed Corrupted a Dream, Shattered Global Markets and Unleashed a Catastrophe (Little Brown, UK and Simon and Schuster, US, 2009) and Saving the Sun: A Wall Street Gamble to Rescue Japan from Its Trillion Dollar Meltdown (Harper Collins, 2003). Before joining the FT in 1993, Ms Tett was awarded a PhD in Social Anthropology from Cambridge University, where she also earned her Bachelor’s degree.

Andrew Jack

Andrew Jack

Head of Curated Content
Financial Times

Andrew Jack has worked as a journalist for the Financial Times since 1990. He currently runs the curated content team, which picks the best news and analysis from the FT and the rest of the web. He was previously Deputy Editor of the Analysis section, Pharmaceuticals Correspondent, Moscow Bureau Chief, Paris Correspondent, Financial Correspondent, general reporter and corporate reporter. He is author of the books Inside Putin’s Russia and The French Exception, as well as numerous specialist reports, and has appeared on the BBC and other media outlets.

Stephen Foley

Stephen Foley

Deputy US News Editor
Financial Times

Stephen Foley is Deputy US News Editor at the Financial Times. He is based in New York. He was previously US investment correspondent, covering the asset management industry, hedge funds and institutional and retail investment issues, and before that, he was a markets correspondent for the FT, covering bond and credit derivatives, market developments, regulatory reform and their impact on the wider economy. Prior to joining the FT, Mr Foley was the Associate Business Editor of The Independent, where he covered the credit crisis and US business issues in New York. Prior to this, he covered the UK stock market and the pharmaceuticals industry for The Independent in London. In March 2009, he was named Business and Finance Journalist of the Year at the British Press Awards. Mr Foley holds a degree from Cambridge University, as well as a diploma in Newspaper Journalism from City University in London.

Sarah Murray

Sarah Murray

Specialist Writer on Sustainable Development
Financial Times

Sarah Murray is a Specialist Writer on Sustainable Development and a Non-fiction author and editor. A former Financial Times journalist and long-time Financial Times contributor, she also writes for Stanford Social Innovation Review as well as for universities and foundations. Her work has appeared in publications including The New York Times, The Wall Street Journal, Forbes, the Economist, The Guardian, and the South China Morning Post. She has edited two books on philanthropy and is author of two non-fiction books, Making an Exit: From the Magnificent to the Macabre, How We Dignify the Dead, and Moveable Feasts: From Ancient Rome to the 21st Century, the Incredible Journeys of the Food We Eat.

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Agenda - 7th Dec

  • 8:15am
    Registration and Breakfast
  • 9:00am
    Opening Remarks

    Andrew Jack, Head of Curated Content, Financial Times

  • 9:05am
    Keynote Interview

    Judith Rodin, President, The Rockefeller Foundation

    Moderated by: Gillian Tett, US Managing Editor, Financial Times

  • 9:40am
    Panel Discussion: Developments in Innovative Finance

    As it becomes clear how much funding will be needed to address big global challenges, a cohort of organisations and individuals is developing cutting-edge financial instruments designed to attract institutional investors to large-scale investments that can meet these challenges. These emerging tools include, insurance-structured financing mechanisms and new debt instruments designed to raise commercial institutional capital for environmental conservation. Those developing them argue that the dollar-to-dollar impact of these mechanisms could be significantly higher than traditional investment into social enterprise and could unleash billions of dollars to fund social change and help meet the Sustainable Development Goals and other challenges while also delivering attractive returns to institutional investors, pension funds and others.

    Barbara Buchner,  Executive Director, Climate Finance program, Climate Policy Initiative 

    Chantal Line Carpentier, Chief, United Nations Conference on Trade and Development (UNCTAD)

    Nancy Pfund, Founder and Managing Partner, DBL Partners

    Saadia Madsbjerg, Managing Director, The Rockefeller Foundation

    Moderated by: Stephen Foley, US Investment Correspondent, Financial Times

  • 10:20am
    Panel Discussion: Critical Support for Innovative Finance

    New innovative finance models are not easy to get off the ground. They need to be tested and even to fail. Philanthropic funding, which can bear greater risks than private capital, can provide seed funding for experimentation and help build the infrastructure—from knowledge hubs to measurement tools and reporting standards—that underpins the growth of new investment models. Professional assistance is needed for the structuring of social impact bonds, green bonds and other types of innovative financing deals. Meanwhile, the public sector also plays a role through the provision of special funds, incentives for innovation and other initiatives. This panel will examine the different types of support needed to kick-start some of the new investment models.

    Alison Clarke, Associate Director of Impact Investments, MacArthur Foundation

    Timothy Stiles, Global Chair, International Development Assistance Services, KPMG

    Richard Kauffman, Chairman of Energy and Finance for New York, Office of Governor Andrew Cuomo

    Moderated by: Andrew Jack, Head of Curated Content, Financial Times

  • 11:00am
    Networking Break
  • 11:20am
    Investment Dialogue

    Jim Sorenson, Founder, Sorenson Impact Foundation

    Chid Liberty, Co-Founder, Liberty and Justice

    Moderated by: Sarah Murray, Specialist Writer on Sustainable Development, Financial Times

  • 11:50am
    Panel Discussion: An Array of New Investment Tools

    While investment tools such as impact investing and micro-finance are becoming well understood, a wide range of innovative financing mechanisms is now available to high net worth individual and family offices and others that address social problems such as prison recidivism, homelessness and housing. These tools range from social impact bonds to impact investments. Investment terms and structures may replicate those found in the mainstream investment world, or they may be new arrangements designed to serve a specific function. How do some of these financing mechanisms work? Which have so far shown most promise as sources of finance for social change? Which are most likely to deliver returns – both financial and social or environmental – to investors? Which are currently most readily available as investment vehicles?

    Lauren Sepolen, Senior Fixed Income Analyst, Vice President, BNY Mellon Wealth Management

    Ommeed Sathe, Vice-President, Impact Investments Director, Newark Investment Fund, Prudential Financial

    Tracy Palandjian,  Co-Founder and CEO, Social Finance

    Michael Kubzansky, Partner, Intellectual Capital, Omidyar Network

    Moderated By: Stephen Foley, US Investment Correspondent, Financial Times

  • 12:30pm
    Lunch
  • 1:30pm
    Concurrent Discussions

    Breakout sessions will focus on how new financing mechanisms could be put to work in tackling different social and environmental challenges. 

    a) Social impact financing
    This session will take a deeper dive into the world of social impact financing, social impact bonds, pay-for-performance financing and other mechanisms that are emerging to address social challenges.

    Andrea Phillips, Founder & Managing Partner at The Community Outcomes Fund, Maycomb Capital

    David Wilkinson, Director, Office of Social Innovation and Civic Participation, The White House

    Eric Rosenblum, Lead, Social Impact, Palantir

    Moderated By: Jeremy Keele, Managing Director, Sorensen Impact Center

    b) The role of innovative finance in climate change
    From green bonds to asset managers and institutional investors taking steps to decarbonize their public equities portfolios or fixed-income funds, investors sit at the confluence of impact and mainstream capital markets. These are actors whom, ultimately, innovative finance solutions need to engage. 

    Frédéric Samama, Deputy Global Head of Institutional and Sovereign Clients, Amundi

    Maryam Golnaraghi, Director of Extreme Events and Climate Risks, The Geneva Association

    Mark TercekPresident and CEO, The Nature Conservancy

    Uday Varadarajan, Principal, Climate Policy Initiative 

    Moderated By: Andrew Jack, Head of Curated Content, Financial Times

  • 2:30pm
    Keynote Interview

    John Morton, Senior Director for Energy and Climate Change, The White House

    Moderated By: Andrew Jack, Head of Curated Content, Financial Times

  • 3:00pm
    Presentation: Planet

    A visual presentation of the imaging satellites that will map the earth to better understand global ecosystems

    Andrew Zolli, Vice-President, Global Impact Programs, Planet

  • 3:10pm
    Panel Discussion: Accountability, Transparency and Measuring Success

    Debates are intensifying about accountability and transparency, as well as the value of sharing knowledge about impact and what works and what does not. Measuring the social and environmental impact of investments is not easy. Yet without measurement systems, innovative financing mechanisms will not be able to attract mainstream investors. Meanwhile, donors are also demanding more transparency and accountability from their giving and seek to bring the rigour and discipline of investing to their charitable efforts. What are the measurement systems being developed to help philanthropists and investors gain a clear picture of the impact their money is making? What steps are required to strengthen these systems and establish robust measurement models that will give mainstream investors the confidence to enter markets based on innovative finance? What are the tools, metrics, track records and data now available to help investors match social impact opportunities to the risk, return and impact expectations of a portfolio?

    Andrew Kassoy, Co-Founder, B Lab

    Andrew Zolli, Vice-President, Global Impact Programmes, Planet

    Matthew Weatherley-White, Managing Director, The CAPROCK Group

    Candace SmithManaging Director of Risk, MicroVest Capital Management

    Moderated By: Sarah Murray, Specialist Writer on Sustainable Development, Financial Times

  • 3:40pm
    Keynote Interview

    Deborah Winshel, Managing Director and Global Head of Impact Investing, BlackRock

    Moderated By: Stephen Foley, US Investment Correspondent, Financial Times

  • 4:10pm
    Closing Remarks

    Andrew Jack, Head of Curated Content Financial Times

  • 4:15pm
    Cocktail Reception

    This will be a special event with details of the 2017 FT/IFC Transformational Business Awards.

Downloadable Agenda

To download a PDF version of the agenda, please click here.

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Why Attend?

  • Leave the event understanding the potential for private capital to fill the funding gaps in solving the world’s biggest challenges
  • Hear directly from the policymakers, advisors and investment experts who are pursing new opportunities and developing innovative financing mechanisms at the intersection of philanthropy and investment
  • Meet dynamic leaders from foundations, institutional and individual investors, investment professionals and advisors, fund managers, development finance institutions and policymakers.
  • Learn about the latest financing tools that are available to investors who want to achieve social and environmental impact as well as financial returns.
  • Learn about cutting-edge forms of financing that are currently being developed or experimented with to address global challenges
  • Find out how to take the next steps in developing or offering financial products investors who want to use their investment funds to tackle global challenges.
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Who Attends?

  • Private Investors or Private/Public/Corporate Donors (Principal, CEO, Director, Trustee, Board Member)
  • Social entrepreneurs
  • Pension Funds, Endowments, SWFs, Insurance and other Institutional Investors (CIO, CFO, Director of Investments, Head of Responsible Investment)
  • Development Finance Institutions and other Government Agencies Federal, State and Local policymakers and officials interested in scaling social impact solutions using investor capital Wealth Managers (Head of Philanthropic Services, Senior Philanthropic Advisor, CIO, Managing Director, Head of Investments
  • Asset Managers (Director of Responsible Investment, Director of Sustainability, CIO, Head of Investments)
  • SRI or Impact Investment Fund Managers (CEO, CIO, Senior Investment Manager, Portfolio Manager)
  • Single Family Offices (FOX, CEO, CIO)
  • Multi-Family Offices (CEO, CIO, Director of Investment Research)
  • Foundation CIOs
  • RIAs (CEO, CIO, Director of Investment Research, Head of Wealth Advisory)
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Founding Funder (1)

For more than 100 years, The Rockefeller Foundation’s mission has been to promote the well-being of humanity throughout the world. Today, The Rockefeller Foundation pursues this mission through dual goals: advancing inclusive economies that expand opportunities for more broadly shared prosperity, and building resilience by helping people, communities and institutions prepare for, withstand, and emerge stronger from acute shocks and chronic stresses. To achieve these goals, The Rockefeller Foundation works at the intersection of four focus areas—advance health, revalue ecosystems, secure livelihoods and transform cities—to address the root causes of emerging challenges and create systemic change. Together with partners and grantees, The Rockefeller Foundation strives to catalyze and scale transformative innovations, create unlikely partnerships that span sectors, and take risks others cannot—or will not. 

Platinum Sponsor (1)

Headed by James Lee Sorenson (Jim), a world-renowned entrepreneur, business leader and social innovator, the Sorenson Impact Foundation funds sustainable, scalable endeavors that maximize positive impact on the lives and communities they touch.

Over his career, Jim has built highly successful companies in industries ranging from technology and life sciences to real estate and private equity investment. The successful combination of innovative and worthwhile ideas with talented management teams to produce growing new enterprises has created thousands of new jobs and many vibrant companies. Jim has been instrumental in developing new sectors, including digital compression software that helped usher in the online video revolution (Sorenson Media), and video relay services that transformed opportunities for the deaf and hard of hearing (Sorenson Communications).

Throughout his career, Jim has also helped establish highly impactful programs and organizations that improve the lives of the poor, build regional business communities and train the next generation of entrepreneurial and investment leaders. Through the Foundation, Jim supports self-sustaining charitable enterprises that can lift and empower many people. He actively donates time, money and energy to institutions that help individuals in poverty-stricken areas become self-sufficient.

As a recognized leader in impact investing and social entrepreneurship, Jim provided the David Eccles School of Business at the University of Utah with an endowment in 2013 to create the Sorenson Impact Center. The Center helps communities leverage private capital, data and innovation to address complicated social and public health problems.

For more information, please visit www.sorensonimpactfoundation.org and www.sorensonimpactcenter.com.

Silver Sponsors (5)

BNY Mellon Wealth Management has long been recognized for our experience and dedication to the field of wealth management. Since our founding in 1784, we have been focused on helping families build, manage and preserve their wealth through world-class investment management, wealth and estate planning and private banking services. 

Through the vast, global resources of BNY Mellon we offer a level of access and expertise that few can match. Our unique service model focuses on what serves, not what sells. What matters most to us is that our clients are satisfied and that we foster enduring relationships across market cycles and generations.

We provide a full range of services including: investment management, wealth and estate planning, fiduciary and trust services, deposit and credit services, dedicated family office and non-profit support, and global custody. For more information on BNY Mellon Wealth Management, please visit bnymellonwealthmanagement.com and follow us on Twitter @BNYMellonWealth. 

About Our Firm

  • 7th largest U.S. Wealth Manager (Barron’s, 2015)
  • Best U.S. Private Bank (Family Wealth Report, 2016)
  • $196.9 billion in private client assets (June 30, 2016)
  • $29.5 trillion in assets under custody and/or administration (June 30, 2016)
  • $1.7 trillion in assets under management (June 30, 2016)
  • Leader in client satisfaction and client retention

Established in 2005, The CAPROCK Group is a multi-family office with locations in San Jose, Seattle, Newport Beach, Park City, and Boise.  We strive to become true partners with our clients, helping them to protect and grow their wealth with a full range of financial solutions that are strategically customized for each family's unique circumstances.  

The CAPROCK Group is proud to be one of just 33 family offices in the world on the Family Office Exchange's (FOX) Leading Wealth Advisors list. The FOX Leading Wealth Advisors list identifies firms that have passed a comprehensive screening process to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets. 

Additionally, The CAPROCK Group is a founding member of The B Corporation, an organization whose rigorous standards for social and environmental performance, accountability, and transparency are used to provide its members a certification validating their efforts to become more globally responsible.

For more information please visit www.thecaprockgroup.com 

KPMG is a global network of professional services firms providing Audit, Tax, and Advisory services. We operate in 155 countries and have 174,000 people working in member firms around the world. The independent member firms of the KPMG network are affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such. KPMG turns knowledge into value for the benefit of its clients, people, communities, and the capital markets through integrity, high-performance, and quality work. The firm’s multidisciplinary approach helps clients gain access to industry insights, meet complex challenges, and respond to evolving opportunities.

Omidyar Network is a philanthropic investment firm dedicated to harnessing the power of markets to create opportunity for people to improve their lives. Established in 2004 by eBay founder Pierre Omidyar and his wife Pam, the organization invests in and helps scale innovative organizations to catalyze economic and social change. Omidyar Network has committed more than $1 billion to for-profit companies and nonprofit organizations that foster economic advancement and encourage individual participation across multiple initiatives, including Education, Emerging Tech, Financial Inclusion, Governance & Citizen Engagement and Property Rights.

To learn more, visit www.omidyar.com, and follow on Twitter @omidyarnetwork #PositiveReturns

Prudential Financial, Inc. (NYSE: PRU), a financial services leader with more than $1 trillion of assets under management as of September 30, 2016, has operations in the United States, Asia, Europe, and Latin America.  Prudential’s diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management.  In the U.S., Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for more than a century.  For more information, please visit www.news.prudential.com

Supporting Partner (1)

B Magazine celebrates critical thinkers, innovative companies and ground-breaking products that have a positive social and environmental impact on our world. B Magazine is for business professionals and consumers that are passionate about the values of the companies they do business with. B Magazine will keep you entertained, informed and inspired with compelling stories of profitable, innovative companies and people using business as a force for good.

Cocktail Reception Host (1)

IFC, a member of the World Bank Group, is the largest global development institution focused exclusively on the private sector in emerging markets. Working with 2,000 businesses worldwide, we use our six decades of experience to create opportunity where it’s needed most. In FY16, our long-term investments in developing countries rose to nearly $19 billion, leveraging our capital, expertise and influence to help the private sector end extreme poverty and boost shared prosperity.

We utilize and leverage our products and services—as well as products and services of other institutions in the World Bank Group—to provide development solutions customized to meet clients’ needs. We apply our financial resources, technical expertise, global experience, and innovative thinking to help our partners overcome financial, operational, and political challenges.

IFC is also a leading mobilizer of third-party resources for its projects. Our willingness to engage in difficult environments and our leadership in crowding-in private finance enable us to extend our footprint and have a development impact well beyond our direct resources.

For more information, visit www.ifc.org

Exhibitor (1)

Peace Boat’s Ecoship: the world’s most sustainable cruise ship. Sailing educational and advocacy global voyages since 1983 as a social business and Japan’s largest cruise organization, Peace Boat will launch Ecoship in 2020. A flagship for climate action and the UN Sustainable Development Goals, Ecoship's energy-efficient design maximizes renewable energies, cutting CO2 emissions by 40%. Ecoship will visit 100 countries yearly for sustainability education, green technology exhibitions, and oceans and climate research.
Partnership, financing and sponsorship opportunities available: info@ecoship-pb.com. Peace Boat is an NGO in Special Consultative Status with the UN and a Nobel Peace Prize nominee.
http://ecoship-pb.com/2minute_video_1/

Venue

Apella
450 East 29th Street
New York 10016

United States of America

Tel: +1 (212)706-4100

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Nearby Accommodation

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Contact Us

Sarah Murray
Specialist Writer on Sustainable Development
Financial Times
Laurence James
Sponsorship Opportunities
Financial Times
Funmbi Adenubi
Delegate Booking and Registration Enquiries
Financial Times
Chandni Saberwal
Media Partner & Press Inquiries
Financial Times