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Investment and Asset Management

FT Investing for Good USA

Mobilizing Private Capital to Meet the SDGs

New York |
Speakers include:
Liesel  Pritzker Simmons

Liesel Pritzker Simmons

Blue Haven Initiative

Jed Emerson

Jed Emerson

Blended Value

Elizabeth  Littlefield

Elizabeth Littlefield

Overseas Private Investment Corporation


As increasing numbers of individuals, foundations and institutions look to make investments that are focused on positive impact while generating a financial return, a growing number of funds and investors are looking to the United Nation’s Sustainable Development Goals (SDGs) as a framework for their investments. Given that, by some estimates, $3-$5 trillion annually will be needed to meet the goals, capital markets have a key role to play. But while there is much talk in the investment community about the SDGs, what will it take to turn enthusiasm into action, enabling greater financial flows to be directed towards the goals?

At this year’s FT Investing for Good USA, organized in partnership with FT Moral Money, institutional investors, wealth managers, foundations, government, family offices, social entrepreneurs and others will discuss how innovative finance could support meeting the SDGs while also providing a financial return.

fallback Add to my Calendar 12/05/2019 08:15:0012/05/2019 18:00:00trueFT Investing for Good USAAs increasing numbers of individuals, foundations and institutions look to make investments that are focused on positive impact while generating a financial return, a growing number of funds and investors are looking to the United Nation’s Sustainable Development Goals (SDGs) as a framework for their investments. Given that, by some estimates, $3-$5 trillion annually will be needed to meet the goals, capital markets have a key role to play. But while there is much talk in the investment community about the SDGs, what will it take to turn enthusiasm into action, enabling greater financial flows to be directed towards the goals?At this year’s FT Investing for Good USA, organized in partnership with FT Moral Money, institutional investors, wealth managers, foundations, government, family offices, social entrepreneurs and others will discuss how innovative finance could support meeting the SDGs while also providing a financial return.FT-Investing-for-Good-USA6c6e66264db28ece7d21cb4edbc654cfMM/DD/YYYY

Hear from past attendees:

“This FT forum provides a wonderful platform for a peer-to-peer exchange of practical content on the various ESG frontiers while hearing directly from today's thought leaders.” - Sean Holland, Principal, Conmave Advisors

“The FT Investing for Good series is a forum that perfectly captures this exciting moment in time in global finance.” - John Simon, Founding Partner, Total Impact Capital

''FT Live is leading the thinking around impact investing and innovation. This is a must attend event for anyone in the field to learn on latest developments or new entrants wishing to network with global experts." - Ron Margalit, Principal, Impact Investments, Lumos Global

"Great conversations. The experience of the impact investors on the panels was highly relevant to trends in development finance today." - Nena Stoiljkovic, VP Blended Finance & Partnerships, IFC


Speakers (26)

Liesel  Pritzker Simmons

Liesel Pritzker Simmons

Co-founder and Principal
Blue Haven Initiative

Liesel Pritzker Simmons is Co-founder and Principal of Blue Haven Initiative, where she oversees, as an investment strategist, a portfolio focused on holdings that generate competitive financial returns and address social and environmental challenges. The portfolio spans asset classes, from traditional equities and direct investments to philanthropic programmes. In addition to working closely with entrepreneurs, non-profits and co-investors on companies and initiatives that create social, environmental and financial value, Liesel develops strategic partnerships with organisations that support and advance more informed investing. 

Liesel co-founded Blue Haven with her husband, Ian Simmons, in 2012. Together, they systematically assessed their portfolios based on environmental, social and corporate governance (ESG) criteria and financial performance. The restructured portfolios became the foundation of Blue Haven, one of the first family offices created with impact investing as its mission and focus. 

In addition to her work with Blue Haven, Liesel serves on for-profit and non-profit boards and investment committees of organisations including ImpactAssets, Synergos, Toniic, Eco-Post, and The ImPact, a network of families committed to the conscientious stewardship of wealth. She is also Co-founder of the IDP Foundation, an organization dedicated to encouraging and supporting the development of innovative and sustainable solutions to complex global issues.

Jed Emerson

Jed Emerson

Blended Value

Jed Emerson is the originator of the concepts of Blended Value and Total Portfolio Management and author of The Purpose of Capital: Elements of Impact, Financial Flows and Natural Being. He has extensive experience leading, staffing and advising funds, firms, social ventures and foundations pursuing financial performance with social/environmental impact. 

In addition to his writing, Jed works with high net worth families to ensure a long-term legacy by managing their full net worth for impact. He also advises investment firms on the implications of impact investing for their practice. Internationally recognized as a thought leader in impact investing, social entrepreneurship and strategic philanthropy, he has played founder roles with some of the nation’s leading venture philanthropy, community venture capital and social enterprises. 

He was twice selected both as one of North America’s Top 100 Thought Leaders in Trustworthy Business Behavior (2012-2013) and by The Nonprofit Times as one of the 50 Most Influential People in the Sector. In 2015, he was awarded a Life Time appointment. With co-author, Antony Bugg-Levine, he was winner of the 2012 Nautilus Gold Book Award for their authorship of the first book on the topic of impact investing. Jed has co-authored seven books on social entrepreneurship and impact investing, as well as papers and articles on those and related topics.

Elizabeth  Littlefield

Elizabeth Littlefield

Former President and CEO
Overseas Private Investment Corporation

Elizabeth Littlefield is the former President and CEO of the Overseas Private Investment Corporation, the US Government’s Development Finance Institution, appointed by President Obama in 2009. OPIC manages a $24bn portfolio of financing for private investment in developing nations. Under her leadership, OPIC’s commitments to renewable resources investments witnessed a 10-fold increase, African investments, a five-fold increase and she undertook far reaching institutional strengthening.
Currently, Elizabeth is a Senior Counselor at Albright Stonebridge Group, where she draws on decades of experience in private sector investment in developing markets to help ASG clients navigate the global marketplace. She also serves on a number of boards, including the World Wildlife Fund and M-Kopa.
From 2000 until 2010, Ms. Littlefield was CEO of Consultative Group to Assist the Poor (CGAP), a World Bank consortium dedicated to advancing access to financial services. Prior to joining CGAP in 1999, she was JP Morgan’s Managing Director in charge of capital markets and financing in emerging Europe, Middle East and Africa, among other positions such as head of developing country debt trading. During 1989-1990, she lived and worked in West and Central Africa setting up microfinance institutions. 

Adam Bendell

Adam Bendell


Adam Bendell, is CEO of Toniic, an impact investment advisory and networking group. Adam is an entrepreneur, innovator, mentor of startups and social impact investor. He joined Toniic in 2016 from a role as Chief Innovation Officer for FTI Consulting, a publicly-listed consulting firm with offices in 25 countries. 

Adam came to FTI when it acquired Strategic Discovery, a company he co-founded and led as CEO. Previously, he served as President of SV Technology, a software start-up whose product LawPort was subsequently acquired by knowledge management firm Lucidea. He began his career as an associate at Gibson, Dunn & Crutcher, moving into the position of Chief Technology Counsel, the first position of this kind at a major law firm.

Adam has been investing in microfinance and social impact enterprises for nearly a decade.  He has visited more than 15 such enterprises in India and Africa, has served as a mentor to social impact entrepreneurs, and has been a supporter of Acumen, a non-profit impact investment fund, since 2009. He holds a BA from Cornell University, a JD from University of Chicago Law School, and was a visiting student at the London School of Economics.

Georgie  Benardete

Georgie Benardete

Co-founder and CEO

Georgie Benardete is an impact investor and entrepreneur. A Young Global Leader with the World Economic Forum (WEF), she is the Co-founder and CEO of Align17, an online platform where clients can access third-party vetted, impactful, investment opportunities alongside some of the world’s top investment groups. Align17 was founded in partnership with UBS Private Wealth, as part of their efforts to mobilize private wealth into achieving the UN Sustainable Development Goals.

Her career spans experiences at JPMorgan Latin America IB, the Overseas Private Investment Corporation, and Coopers & Lybrand in US and Argentina. She was invited to join the Global Entrepreneurs Council of Ted Turner’s United Nations Foundation. She also founded, Turkey’s largest green portal, and is part of Al Gore’s Climate Project as a speaker on climate change. 

Georgie sits on the investment committee at Belle Capital USA, an early-stage VC fund that promotes investments in companies with strong female leadership. She was part of the Advisory Board of the WEF’s Young Global Leaders, and is a Founding Curator of the WEF’s Global Shapers hub in San Juan and New York City. 

She is a Woodrow Wilson Fellow and received her Masters in Science of Foreign Service, with honours, from Georgetown University.

Matt Christensen

Matt Christensen

Global Head of Responsible Investment
AXA Investment Managers

Since joining AXA Investment Managers (AXA IM) in 2011, Matt Christensen has directed the firm’s responsible and impact investment activities. His key recent projects
include the implementation of an ESG (environmental, social and governance) integration approach across AXA IM’s asset classes, as well as the development of impact investment strategies.

Matt has been a leading voice in the fields of responsible and impact investment and was a member of the European Commission's Co-ordination Committee, which was established to explore the future of sustainability policy and legislation in the European Union. He held the position of Founding Executive Director of the research institute Eurosif from 2002 until his appointment at AXA IM. Before that, Matt advised European clients as a strategy consultant with Braxton Associates/Deloitte Consulting, before becoming business development director of the Motley Fool, a multimedia financial-services company.

He holds MBA and MA degrees from the University of Pennsylvania through the Wharton/Lauder programme.

Maria Damanaki

Maria Damanaki

Global Managing Director, the Ocean
The Nature Conservancy

Maria Damanaki is the Global Managing Director for the Ocean at The Nature Conservancy. Previously, she served as the European Union Commissioner for Maritime Affairs and Fisheries. Under her leadership, the Commission brought fish populations back to healthier levels from as few as five sustainable stocks in 2010 to up to 27 today. 

Maria was also a member of the Greek Parliament; she became the first woman to lead a political party in Greece in 1990, and was the first woman elected as Vice President of Parliament in 1986. 

She has authored several books on European issues, human rights, education and women’s rights. She received an MSc in Chemical Engineering from the National Technical University of Athens.

John  Duong

John Duong

Managing Director
Lumina Impact Ventures

John Duong is the Managing Director of Lumina Impact Ventures, the impact investing arm of Lumina Foundation. Previously, he was at the W.K. Kellogg Foundation, managing a more than $100m portfolio of mission-related investments and program-related investments and making grants to further the field of impact investing. 

John started his career as an investment banker at J.P. Morgan, Citigroup and Merrill Lynch in various roles including M&A advisory, credit risk analysis, equity research, capital structure optimization and corporate finance in both debt and equity products. He is also the founder of Potencity, a diversity recruiting platform focused on mid-, senior- and board level positions. John has extensive for-profit and non-profit board experience including Project Concern International (PCI Global), Cell-Ed, Upswing, BrightHive, EduNav and Credly. 

John earned his BA degree in economics and East Asian studies from Yale University and holds an Executive MBA, with a concentration in management and entrepreneurship, from the Kellogg School of Management.

Lisa Dyson

Lisa Dyson

Air Protein and Kiverdi

Lisa Dyson is the CEO of Air Protein, which uses a proprietary probiotic process to produce food from carbon dioxide. She is also the CEO of Kiverdi, a company that is fighting the climate crisis with technology that transforms carbon to provide sustainable solutions such as reducing ocean plastic waste and replenishing soil nutrients. A scientist and entrepreneur, Lisa works to solve problems in ways that are good for business and for the planet.  

Kiverdi’s NASA-inspired technologies transform carbon dioxide into bio-based products. The company’s proprietary commercial solutions are being used by leading manufacturers to power a new era of sustainable production while tackling pressing global challenges. 

The solutions include Reverse Plastics (transforming discarded plastics into biodegradable goods), Revive Soil (increasing crop yields with CO2-made soil nutrient), CO2 Aquafeed (feeding fish with food made from carbon dioxide) and Custom Cycle (using circular economy technology to create closed loop supply chains).

Jennifer  Field

Jennifer Field

Director of Social Impact

Jennifer Field is Director of Social Impact at GLG, the global knowledge marketplace that connects thousands of companies with more than 700,000 experts. Jen created and leads GLG’s Social Impact initiatives, which provide GLG’s platform to the social sector. She oversees GLG’s Social Impact Fellowship, which supports rising social entrepreneurs, as well as GLG’s work with impact investors, foundations and social impact consulting and advisory firms.  

Before joining GLG in 2012, Jen was a Vice President in the Office of Corporate Engagement at Goldman Sachs, where she helped lead the 10,000 Women Initiative. She was also involved in the development of 10,000 Small Businesses and Goldman Sachs Gives. Jen’s experience also includes serving as Special Assistant and Personal Aide to Vice President Dick Cheney, as a Foreign Affairs Advisor in the US Mission to the United Nations, and as the John Whitehead Intern at the Chief Executives for Corporate Purpose (formerly the Committee Encouraging Corporate Philanthropy). 

Jen earned an MBA from the Kellogg School of Management and holds a BA from Yale University. She is on the Advisory Boards of The Resolution Project and Concordia Summit.

Alberto   Gomez-Obregon

Alberto Gomez-Obregon

Director of Portfolio

Alberto Gomez-Obregon is Director of Portfolio for Acumen, a nonprofit venture fund that invests in companies and leaders tackling the problems of poverty. He manages Acumen’s global portfolio and works closely with its teams in Africa, Asia, Latin America, and the United States on their investment strategy and portfolio management. To date, Acumen has invested $120m in 119 companies that are having an impact on the lives of more than 263m people.

Before joining Acumen, Alberto spent a decade in private equity investing in Latin America. He was Vice President at Graycliff Partners as part of the firm’s Latin American middle-market growth equity group. He has also worked with Partners Group, focusing on investments in Mexico, Brazil, and South America’s Andean region, and the Carlyle Group’s Mexico team, where he concentrated on middle-market leveraged buyouts and growth equity investments.

Alberto started his career in the investment banking division of Citi Global Markets, Latin America. He has a BS in Industrial Engineering from Universidad Iberoamericana and an MBA from London Business School.

Dan Harple

Dan Harple

SphericalAnalytics (S|A)

Dan Harple is CEO of SphericalAnalytics (S|A), which he founded with Jeremy Grantham’s Environmental Trust, as a subsidiary of, formed from Dan’s research at MIT. S|A’s mission is to build the world’s trusted platform for global environmental data. Its machine learning/AI platform empirically sources massive datasets to measure real-time “Ground Truth” for ESG purposes. Its Impact Analytics platform reveals the innate volatility of ESG, leading the way for a more accurate dynamic real-time pricing of risk. Its AlphaE platform enables real-time ESG signals and alerts to produce “Alpha from ESG” for its customers, and thereby accelerate systemic at-scale investment impact. 

A technology entrepreneur and CEO for more than 25 years, Dan has founded and built technologies, companies and products used by billions of internet users, merging companies with Netscape Communications (establishing key standards for Internet collaboration, media streaming, and VoIP), Oracle (provided core big data and collaborative capabilities for Oracle Fusion), and a joint venture with China’s Sina (providing underlying technology for its Weibo platform). Context Labs integrates blockchain technology with big data ingestion, machine learning, AI and advanced analytics, providing a strategic tool for environmental impact, risk assessment and systemic change. 

Dan has received numerous awards, including Inc. magazine’s Entrepreneur of the Year Award and the NEA President’s Award. He was a co-author with internet pioneer Vint Cerf of Disrupting Unemployment, focusing on technology’s impact on employment and the economy. He holds an advanced degree from MIT and degrees from the University of Rhode Island (Mechanical Engineering & Psychology). He is on the Board of Trustees for the Berklee College of Music.

Brad Harrison

Brad Harrison

Managing Director
Tiedemann Advisors

Brad Harrison co-leads Tiedemann Advisors’ impact investing strategy and oversees the firm’s four thematic approaches to impact investing in all asset classes: environmental sustainability, financial wellness, education, and equity lens. Brad advises ultra-high-net-worth individuals, multi-generational families, foundations, endowments and non-profit organisations that are seeking to align their goals and objectives with their investments to maximise their positive impact. 

Brad joined Tiedemann when the firm merged with Threshold Group, where he served as Director of Wealth Advisory. Brad is involved with the Global Impact Investing Network, Social Venture Partners, Confluence Philanthropy, Mission Investor’s Exchange, and a number of other organizations raising the efficacy of impact investing. He has supported the incorporation of the United Nations Sustainable Development Goals into the firm’s integrated financial and impact reporting process. 

Brad earned a Bachelor of Science in Applied Economics and Management from Cornell University and a Master of Environmental Management from Yale University.

Kirsty Jenkinson

Kirsty Jenkinson

Investment Director, Sustainable Investment and Stewardship Strategies

Kirsty Jenkinson is the Investment Director, Sustainable Investment & Stewardship Strategies for the California State Teachers’ Retirement System (CalSTRS), the largest educator-only public pension fund in the world with $220 billion of assets under management. She joined CalSTRS in early 2019 and is responsible for managing over $4 billion placed with sustainability and activist managers, overseeing the fund’s stewardship activities including corporate engagement and proxy voting, and outreach with the fund’s stakeholders.  Prior to joining CalSTRS, Kirsty spent four years at Wespath Benefits and Investments in Chicago and four years as the director of the Markets and Enterprise Program at the World Resources Institute (WRI), a Washington, D.C.-based global research organization focused on the environment and economic development. Before moving to the U.S., Kirsty was a Director of Governance and Sustainable Investment at F&C Asset Management (now BMO Global Asset Management) and an Executive Director in the Fixed Income division of Goldman Sachs in London.   She sits on the board of the Business and Human Rights Resource Centre and is a member of WRI’s Sustainable Investment Advisory Council. Kirsty holds an MA in International History from the University of Edinburgh, Scotland.

Eric Kessler

Eric Kessler

Founder, Principal and Senior Managing Director
Arabella Advisors

Eric Kessler is Founder, Principal and Senior Managing Director at Arabella Advisors. Eric is a serial entrepreneur who has started, led and advised organizations that are pursuing social change across the country and around the globe. Eric has guided Arabella from a small start-up to a company with more than 230 employees that advises on several billion dollars of philanthropic and investment resources annually. 

Eric has focused on helping clients to achieve their philanthropic goals by devising grant-making strategies, mounting effective advocacy campaigns, evaluating impact and managing their foundation’s operations. In addition to serving a broad range of family, institutional and corporate clients, he leads the firm’s engagement with clients who are working to improve the food system through policies and business investments that promote nutritious, sustainable and affordable food. 

Eric is on the Executive Committee of the James Beard Foundation Board of Directors and oversees their efforts to engage the culinary community in advocacy on food policy. He also has a personal private equity portfolio invested in businesses at the forefront of creating a sustainable, equitable and nutritious food system.

Dana Lanza

Dana Lanza

Confluence Philanthropy

Dana Lanza launched Confluence Philanthropy in 2009 after serving as Executive Director of the Environmental Grantmakers Association (EGA). While at EGA, Dana provided networking services to more than 250 grantmaking organizations from across North America and Europe. As Director, Dana worked with the Rockefeller Family Fund, and led a then 20-year-old EGA as it became an independent non-profit organization. 

From 2009 to 2011 Dana served as Programme Director and Board Advisor at The Swift Foundation while launching Confluence. Previously, Dana founded Literacy for Environmental Justice, an environmental education and youth empowerment organization for at risk youth. While there, she acted as a lead organizer in the closure of San Francisco’s infamous Hunters Point Power Plant, raising funds to supplant it with the region’s first off-the-grid educational Eco Center. In 2005, she contributed to Sierra Club Book’s anthology titled Ecological Literacy: Educating Our Children for a Sustainable World. 

She has been a Fellow at the Donnella Meadows Leaders Fellowship Program in Systems Theory and the California Women’s Foundation Policy Institute. Dana also lived and worked for many years among the Samburu people in northern Kenya, the Cheyenne River Lakota in South Dakota and Kosovan Roma refugees in Europe.

Mindy  Lubber

Mindy Lubber

CEO and President

Mindy Lubber is the CEO and President of Ceres, a sustainability non-profit organization working with investors and companies to build leadership and drive solutions throughout the economy. Under her leadership, Ceres has launched reports and practical tools that help investors and companies succeed in the 21st century global economy. 

Mindy leads negotiating teams of institutional investors, C-suite executives and sustainability advocates who have taken far-reaching positions on corporate practices to tackle climate change, water scarcity and pollution and human rights abuses. She briefs powerful corporate boards and directors on how the effect of environmental and social issues on shareholder value, and speaks regularly to high-level world and national political leaders. 

Before her work at Ceres, Mindy held leadership positions in government, financial services and the non-profit sector. She has received numerous awards, including the Climate Visionary Award from the Earth Day Network and the William K. Reilly Award for Environmental Leadership from American University. She was honoured by the United Nations and the Foundation for Social Change as one of the World’s Top Leaders of Change, and is a recipient of the Skoll Award for Social Entrepreneurship. She holds a master’s degree in business administration from SUNY Buffalo and earned a law degree from Suffolk University. 

Susan  Mac Cormac

Susan Mac Cormac

Morrison & Foerster

Susan Mac Cormac is a partner in the Corporate Department of Morrison & Foerster’s San Francisco office. She is Chair of the firm’s Social Enterprise and Impact Investing Group, and Chair of the Energy and Clean Technology Groups. She has extensive experience representing start-up to late-stage private companies primarily in the clean technology, renewable energy and sustainability sectors and in increasing their positive impact through use of new corporate forms, hybrid or “tandem” structures with non-profits and for-profits and alternative debt and equity instruments. 

Susan joined the firm as an associate in 1997 and became a partner in 2001. She was a founding board member of the Sustainability Accounting Standards Board, is a member of the Board of Directors of Business for Social Responsibility (BSR), the Ceres President’s Council, and the Board of Directors of Earth Genome Project, and an advising board member of the Chief Executives for Corporate Purpose’s Strategic Investor Initiative. 

Her recognitions include California Lawyer, which in 2012 named her as a California Attorney of the Year for her effective legislative change in California as co-chair of the Working Group for the Flexible Purpose Corporation and again in 2016 for her work in impact investing, sustainability, and corporate form. In 2015, the Financial Times named her Most Innovative North American Lawyer for her work championing impact investing and social enterprise legal innovation. In 2018, the San Francisco Business Times named her as one of the “Most Influential Women in Business”. 

Susan is on the faculty at both the Stanford Director’s College and the Northwestern Corporate Counsel Institute. She is an adjunct professor at UC Berkeley School of Law, Boalt Hall, teaching a course on social enterprise. She is admitted to practice in both California and New York. She graduated in 1988 from Williams College with a degree in Political Economy and received her JD and LLM degrees from Duke University School of Law in 1993.

Tracy Palandjian

Tracy Palandjian

Co-founder and CEO
Social Finance

Tracy Palandjian is Co-founder and CEO of Social Finance, an impact investing non-profit that is leading the development of pay-for-success financing and social impact bonds, an innovative public-private partnership that mobilizes capital to deliver measurable and lasting impact on our communities. For more than a decade, she has worked to re-imagine the role of capital markets in enabling social progress. In 2011, to build the social impact bond field in the US, she co-founded Social Finance in Boston, which has been the catalyst for more than $100m to address a range of social challenges in criminal justice, early childhood, education, workforce development, health and homelessness. 

Prior to her work at Social Finance, Tracy was a Managing Director for 11 years at The Parthenon Group where she established and led the non-profit practice and worked with foundations and non-governmental organizations to accomplish their missions in the US and globally. Tracy has also worked at Wellington Management and McKinsey. 

Tracy is co-author of Investing for Impact: Case Studies Across Asset Classes, and serves as Vice Chair of the US Impact Investing Alliance. She is a trustee at the Surdna Foundation (where she chairs the Investment Committee), and a Director of Affiliated Managers Group. She is a member of the Federal Reserve Bank of Boston’s Community Development Advisory Council. Previously, Tracy also served as Board Chair of Facing History and Ourselves, co-Chair of Robert F Kennedy Human Rights and Trustee of Milton Academy. A former Vice Chair of the Harvard Board of Overseers and a 2019 recipient of the HBS Alumni Achievement Award, Tracy continues to serve on various Standing and Visiting Committees at Harvard University.

Linda Rottenberg

Linda Rottenberg

Co-founder and CEO
Endeavor Global

Linda Rottenberg is Co-founder and CEO of Endeavor Global, a global entrepreneurship movement, which she has led for more than two decades. With 60 offices across the world, Endeavor rigorously selects, mentors and invests in high-impact entrepreneurs who are leading the fastest growing companies in emerging and underserved markets, including a handful of US cities. Collectively the 1,700 Endeavor Entrepreneurs generate more than $15bn in annual revenues and produce more than 2m jobs. Linda also oversees Endeavor Catalyst Funds, which with more than $115m in current assets under management co-invest in Endeavor Entrepreneurs who are raising outside capital.

Linda serves as board director of Zayo Group Holdings, a bandwidth infrastructure company, Globant, a software developer, and Olo, an online ordering platform. In her board capacity, she has served on two public company audit committees through Sarbanes-Oxley (SOX) compliance and has helped companies achieve global expansion while maintaining an entrepreneurial culture. She is a member of Young Presidents Organization (YPO) and the Council on Foreign Relations and has served on the entrepreneurship steering committee of the World Economic Forum. 

Linda is author of the 2014, bestselling book Crazy Is a Compliment: The Power of Zigging When Everyone Else Zags. Veuve Clicquot named her Businesswoman of the Year and Silicon Valley Forum honoured her as one of its 2017 Visionaries. Linda was also named one of TIME’s “Innovators for the 21st century’ and “America’s Best Leaders” by US News. She is a graduate of Harvard College and Yale Law School.

Judith Samuelson

Judith Samuelson

Founder and Executive Director, Aspen Business & Society Program
Aspen Institute

Judith Samuelson is a Vice President at the Aspen Institute. As Founder and Executive Director of the institute’s Aspen Business and Society Program, she has been at the forefront of fresh thinking about the purpose and impact of business for two decades. Judith and her colleagues use dialogue, leadership programmes, business networks and media to build the courage and conviction of business executives to place long-term public interests at the heart of business decisions.

Aspen BSP signature programmes include the Long Term Strategy Group and First Movers Fellowship for social “intrapreneurs”. The dialogues Judith has led gave rise to the Aspen Principles to promote long-term value creation in public companies and The American Prosperity Project, a framework for policy changes that rewards long-term investment. Judith previously worked in legislative affairs in California and banking in New York’s garment centre. She ran the Ford Foundation’s office of program-related investments. 

Judith blogs for Quartz@Work and is a Director of the Financial Health Network (formerly the Center for Financial Services Innovation). She has a Master’s degree from the Yale School of Management and a BA, Phi Beta Kappa, from UCLA. She was awarded a Bellagio Fellowship by the Rockefeller Foundation. 

Neil Saravanamuttoo

Neil Saravanamuttoo

Chief Economist
Global Infrastructure Hub

Neil Saravanamuttoo is Chief Economist at the Global Infrastructure Hub, where he is focused on data-driven insights for decision-making. The GI Hub works to increase the flow and quality of infrastructure projects around the world, collaborating with governments, the private sector, multilateral development banks and other international organizations to unlock trillions of dollars in private investment to fund much needed public infrastructure.         

Neil has extensive experience related to multilateral development banking, innovative financing and technology Before joining the Global Infrastructure Hub, he worked at Finance Canada for 15 years, most recently as the Director of Multilateral Institutions where he was involved in various G20 initiatives related to multilateral development banks and infrastructure finance.  

Previously, Neil’s career included work at Adobe Systems, the United Nations, the European Commission and Flinders University in South Australia. He is a graduate of Carleton University and the London School of Economics.

Jeff  Senne

Jeff Senne

Purpose and Responsible Business Leadership Strategy and Implementation Leader

Jeff Senne is the Purpose and Responsible Business Leadership (RBL) strategy and implementation leader at PwC US. He oversees the growth and execution of Access Your Potential a five-year, $320m initiative to teach technology and financial skills to over 10m students, to train 100,000 teachers and counsellors and to mentor 10,000 students. 

He also leads a team responsible for investing the firm’s resources into helping underserved communities through commitments ranging from creating access to tech and digital education to building a pro-bono skills-based culture of volunteerism and reducing carbon emissions across the firm. His leadership has helped the firm see a double–digit increase in employee engagement (up to 91%), a $30m annual pro bono service program, and a reduction of carbon emissions by 45 per cent. 

Before joining PwC, Jeff was the Director of Sustainability Performance for Sodexo, a Senior Advisor for the African Development Bank and the Head of Communications on Progress and Participation for the United Nations Global Compact. With the United Nations, he delivered training programmes to more than 500 Global Compact participants and stakeholders from over 50 countries and developed tools and methods for measuring, evaluating and communicating their corporate citizenship commitments.

Lara  Slachta

Lara Slachta


Lara Slachta is Co-founder of SVX US, an impact investing platform for impact ventures, funds and investors seeking social and/or environmental impact alongside the potential for financial return. Together with SVX Canada, SVX provides a single access point for capital raising and making investments in cleantech, health, education, food and people across North America.   

She is also the CEO of Bequia Securities, a FINRA-member, SEC-registered broker dealer, which supports the SVX US platform and provides independent placement and capital raising services across the country. She is currently a partner at FisherBroyles.   

Lara is an experienced fund formation and investment management attorney, having practiced law for over 15 years at law firms in New York, London and Boston.  Lara is FINRA licensed with Series 7, 82, 63 and 24 designations. She is a graduate of the London School of Economics and Yale Law School.

Joshua  Sternoff

Joshua Sternoff

Corporate Partner in the Private Investment Funds practice group
Paul Hastings

Joshua Sternoff is a corporate partner in the Private Investment Funds practice group of Paul Hastings, based in the firm’s New York office. He is also one of the lead partners of the firm’s Impact and Sustainability practice. He advises clients on the creation of impact funds and advises fund sponsors on all aspects of the structuring, documentation, negotiation and operation of investment funds, including development of ESG (environmental, social and governance) policies to apply to their investing activity. 

Josh also has extensive experience assisting investment managers and institutional investors with separate account arrangements, “fund-of-one” structures, investment management agreements, club arrangements, and co-investment programmes. He has been ranked as a leading practitioner in this area in each of the past seven years. 

He also represents institutional fund sponsors in connection with joint ventures and mergers and acquisitions involving funds and fund management teams and other corporate transactions in the investment management industry, as well as newly-formed fund sponsors in connection with all elements of the establishment of their investment funds’ platform. 

Josh is one of the co-chairs of the firm’s NY Community Involvement and Pro Bono Committee. He graduated cum laude from Harvard Law School in 1995.

Martin Whittaker

Martin Whittaker

Founding CEO
JUST Capital

Martin Whittaker is the Founding CEO of JUST Capital and is responsible for the overall leadership of the organization. He is also co-founder and Board member of the CREO Syndicate, a family office investment network. 

Previously, Martin was a founding partner and investment committee member at Sonen Capital, an impact investing firm, where he led private equity, real asset and direct investing activities. He has also served as Director of MissionPoint Capital Partners, a family office-led private equity firm; Senior Vice President at Swiss Re, where he was part of the Environmental and Commodity Markets team; and Managing Director at Innovest Strategic Value Advisors, a sustainable investment advisory and research firm. 

Martin is a board member of the Carbon Disclosure Project US; a member of the Forbes Finance Council and Forbes Contributor; and an advisor to Mission Driven Capital Partners, a private equity firm. He has also served as an adjunct professor at the University of Toronto, provided expert testimony on environmental markets to the US Senate, guest lectured at multiple business schools, consulted to major corporations on sustainability- and impact-related matters. Martin received his PhD from University of Edinburgh, an MBA from the University of London, an MSc from McGill University and a BSc from University of St Andrews.


Moderators (3)

Gillian Tett

Gillian Tett

Chair, Editorial Board, and Editor-at-large, US
Financial Times

Gillian Tett is Chair, Editorial Board, and Editor-at-large, US at the Financial Times. She previously served 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 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. She is the author of The Silo Effect: Why Putting Everything In Its Place Isn't Such A Bright Idea (Simon & Schuster, 2015), 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.

Stephen Foley

Stephen Foley

Deputy US News Editor
Financial Times

Stephen Foley is Deputy US News Editor at the Financial Times, based in New York. He is also author of the FT's Ambitious Wealth column. Mr Foley 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.

Agenda - 5th Dec

  • 8:15am
    Registration and Breakfast
  • 9:00am
    Opening Remarks
  • 9:05am
    Moral Money Keynote Interview

    Liesel Pritzker Simmons, Co-founder and Principal, Blue Haven Initiative

  • 9:30am
    Panel Discussion: Private Finance and the SDGs

    It is becoming clear that global capital markets will be critical securing the funding needed to meet the ambitious targets set out in the United Nations Sustainable Development Goals (SDGs), which aim to end poverty by 2030, while promoting gender equality, access to education and environmental sustainability. What incentives, measurement tools and structural changes need to happen to enable capital markets to think about risk in a systemic way and unleash substantial funding flows from both individual and institutional investors? Is the market expanding quickly enough to generate the capital needed to meet the SDGs in time?

    Brad Harrison, Managing Director, Tiedemann Advisors
    Elizabeth Littlefield, Former President and CEO, Overseas Private Investment Corporation
    Susan Mac Cormac, Partner, Chair of the Social Enterprise and Impact Investing Group, and the Energy and Clean Technology Groups, Morrison & Foerster

  • 10:10am
    Panel Discussion: Increasing Impact Deal Flow

    While interest in impact investing is growing, questions remain as to how to create a sufficient pipeline of investible projects and opportunities, and how to bring those opportunities to investors. This panel will examine what is needed to develop a landscape of promising investable opportunities and the barriers constraining capital flows to impact investments.

    Adam Bendell, CEO, Toniic
    Jennifer Field, Director, Social Impact, GLG
    Linda Rottenberg, CEO and Co-founder, Endeavor

  • 10:50am
    Networking Break
  • 11:10am
    Investment Dialogue

    Two senior leaders will discuss innovative finance and impact investing in the context of broader shifts in the business and financial worlds. Could impact investing even start to influence the way capitalism works?

    Jed Emerson, Founder, Blended Value
    Judith Samuelson, Founder and Executive Director, Aspen Business & Society Program, Aspen Institute

  • 11:40am
    Panel Discussion: New Investment Platforms

    As investors look beyond one-off deals, new platform structures, such as G20-supported platforms such as GreenInvest and the Global Infrastructure Hub, are emerging to connect impact investors with investment-ready opportunities. What role can such platforms play in increasing funding flows into some of the areas covered by the SDGs? How should these platforms be designed to optimise deal flow?

    Georgie Benardete, Co-founder and CEO, Align 17
    Neil Saravanamuttoo, Chief Economist, Global Infrastructure Hub
    Lara Slachta CEO, Bequia Securities Principal, SVX.US

  • 12:20pm
    Panel Discussion: The Role of Asset Management

    As asset managers adopt the SDGs as a framework to measure positive social and environmental impact from their investments, what new investment vehicles can they offer their clients? What do advisors need to know to help clients that want to build a portfolio around some of the SDGs?

    Matt Christensen, Global Head of Responsible Investment, AXA Investment Managers
    Dana Lanza, President, CEO and Co-founder, Confluence Philanthropy

  • 1:00pm
  • 2:00pm
    Climate Finance Risks and Opportunities

    Goal 13 of the SDGs – to take urgent action to combat climate change and its impacts – is rising up the agenda, with the Paris Agreement due to come into force in 2020 and movements such as Extinction Rebellion and the school climate strikes gaining momentum. Is the finance sector prepared? How is the thinking of leaders in finance sector starting to shift and how is the industry responding to questions of environmental sustainability? What are the risks of inaction and how can the need for climate action be aligned with the investment concerns of the mainstream finance community?

    Kirsty Jenkinson, Investment Director, Sustainable Investment and Stewardship Strategies, CalSTRS
    Emily Kreps, Global Director, Investor Initiatives, CDP
    Mindy Lubber, CEO and President,Ceres

  • 2:40pm
    Keynote Interview

    Rajiv Shah, President, The Rockefeller Foundation

  • 3:00pm
    Breakout Sessions

    Option A: Financing Education
    Whether in Arkansas or Afghanistan, access to education (Goal 4 of the SDGs) is essential for healthy economies and societies, enabling individuals to achieve their potential and creating strong workforces equipped for the future. What is the role of impact investing in increasing and scale and quality of education products and services?

    John Duong, Managing Director, Lumina Impact Ventures
    Tracy Palandjian, Chief Executive, Social Finance
    Jeff Senne, Purpose and Responsible Business Leadership Strategy and Implementation Leader, PwC

    Option B: The Future of Food
    Radical disruption is coming to the once slow-moving food and agriculture industry, with innovations ranging from plant-based meats and chemical-free fertilisers and pesticides to blockchain technologies that will bring new levels of traceability to agricultural supply chains. This wave of innovation brings the promise of both new solutions to feeding a growing global population sustainably and a new pipeline of investment opportunities.

    Maria Damanaki, Global Managing Director for Oceans, The Nature Conservancy
    Lisa Dyson, CEO, Air Protein and Kiverdi
    Eric Kessler, Founder, Principal and Senior Managing Director, Arabella Advisors

  • 3:50pm
    Networking Break
  • 4:10pm
    Panel Discussion: Measurement and Evaluation

    Until measurement metrics are established for those wanting to invest in the complex global issues covered by the SDGs, larger pools of capital cannot be unlocked. The SDGs provide a framework for evaluation and measurement but they are among many. What other measurement tools, technologies and systems are emerging and how can uniformity be brought to impact measurement so that investors are not forced to confront a complex landscape of conflicting standards?

    Alberto Gomez-Obregon, Director of Portfolio, Acumen
    Josh Sternoff, Corporate Partner in the Private Investment Funds practice group, Paul Hastings
    Martin Whittaker, CEO, JUST Capital

  • 4:50pm
    Keynote Presentation: Artificial Intelligence and Impact Analytics

    Dan Harple, founder and CEO, Context Labs and Spherical Analytics

  • 5:20pm
    Closing Remarks
  • 5:25pm
    Cocktail Reception

Who Attends?

The FT Investing for Good USA is an exclusive invitation only event.

Complimentary places are available to individuals who meet this criteria.
If you would like to apply to attend, please complete the short application form*.

  • For-profit and non-profit impact investors (CEO, Managing Partner, Principal, Director, Board Member)
  • Social entrepreneurs
  • Pension Funds, Endowments, sovereign wealth funds, life insurance companies and other institutional investors (CEO, CIO, Director of Investments, Head of Responsible Investment)
  • Government agencies, policy makers, development finance institutions, multilateral organisations and non-governmental organisations
  • Single-Family and Multi-Family Offices (CEO, CIO, Director of Investment Research)
  • Private Foundations

*Places are strictly limited and subject to approval by the Publisher.

A limited number of paying tickets are available for senior representatives from the following sectors:

  • Wealth Management firms and Private banks
  • Asset Management firms
  • Private Equity firms
  • Investment banks
  • Lawyers and Management consultants
  • Rating agencies
  • RIAs (CEO, CIO, Director of Investment Research, Head of Wealth Advisory)
  • Corporate Foundations
  • Corporations

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.

In Association With (1)

The Rockefeller Foundation advances new frontiers of science, data, policy, and innovation to solve global challenges related to health, food, power, and economic mobility. As a science-driven philanthropy focused on building collaborative relationships with partners and grantees, The Rockefeller Foundation seeks to inspire and foster large-scale human impact that promotes the well-being of humanity throughout the world by identifying and accelerating breakthrough solutions, ideas and conversations. For more information, sign up for our newsletter at and follow us on Twitter @RockefellerFdn.

Associate Sponsors (5)

AXA Investment Managers (AXA IM) is an active, long-term, global multi-asset investor. We work with clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. With approximately $860 billion in assets under management as of the end of September 2018, AXA IM employs nearly 2,400 employees around the world and operates across 21 countries. AXA IM is part of the AXA Group, a world leader in financial protection and wealth management.

AXA IM offers a diverse set of fixed income, equities, real estate, structured finance, and multi-asset client solutions for Institutional and Wholesale investors customized to meet their individual needs across the asset class spectrum.

Morrison & Foerster is a global firm of exceptional credentials. Our name is synonymous with a commitment to client service that informs everything we do. We are recognized throughout the world as a leader in providing innovative legal advice on matters that are redefining practices and industries, having dedicated lawyers across corporate, finance, tax, patent, and licensing practices who are passionate about solving the world’s biggest problems through innovative businesses and mission-focused investments. We collaborate across a global network of 17 offices located in key technology and financial centers in the United States, Asia, and Europe. Our clients include some of the largest financial institutions, Fortune 100 companies, and leading technology and life sciences companies. We also represent investment funds and startup companies, and over the years have supported many in their growth and development as leading industry players and household brands. Our lawyers are committed to achieving cutting-edge and business-minded results for our clients, all while preserving the differences that make us stronger.

For more information, visit

At Paul Hastings, we believe that finding new and innovative approaches to social and environmental challenges is everyone’s responsibility and that we will all find greater success by doing so. We are committed to promoting the growth and success of businesses that have a positive impact on the world.

We strive to think bigger, bring people together, and go the extra mile. We are the legal experts who are committed to setting sound policy, transforming how business is done, and improving outcomes throughout society.

We are ideally positioned to contribute to our clients' success by helping them act on opportunities, anticipate risks and measure results. We combine legal prowess and business acumen with an understanding of responsible and sustainable investing objectives, and a culture with strong corporate responsibility values.

PwC is one of the largest professional services firm in the US with services including audit, assurance, tax and consulting, covering such areas as cybersecurity and privacy, human resources, deals and forensics. The PwC network operates in 158 countries with more than 250,000 people and serves approximately 85% of the Fortune 500.

More than 160 years ago, PwC US was formed as a partnership to help shape the rules of accounting to improve transparency in business. Since then, we continue to lead by example, helping businesses, nonprofits, private clients and governments assess their performance and improve the way they work. 

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact and responsible investments, and full transparency on investment decisions, fees and performance. We believe investing  with  intention  and  insight  is  the best  way  to  produce  positive change alongside a financial return. At Tiedemann Advisors, impact investing is made available to all clients and is integral to our mission and corporate  values. Founded in 1999, Tiedemann Advisors is headquartered in New York, with nine offices nation-wide. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $19 billion in assets, including approximately $2 billion in impact investments. For more information, visit:

Media Partner (1)

Nikkei is a trusted media brand in Asia, known for its quality journalism and capability in providing business news and information. Founded as a market news media in Japan in 1876, Nikkei has grown to be one of the largest media conglomerates with 37 foreign editorial bureaus and approximately 1500 journalists worldwide, with another global media brand, the Financial Times, joining in our group in 2015. Nikkei are continually deploying new technology to find new ways to deliver news as a reliable source of information for the global community.

Supporting Partner (2)

Confluence Philanthropy advances mission aligned investing.  We support and catalyze a community of private, public and community foundations, families, individual donors, and their values-aligned investment advisors representing more than $70 billion in philanthropic assets under management, and over $3.5 trillion in managed capital. Members are committed to full mission alignment when prudent and feasible. Based in the United States, Europe, Latin America, Canada and Puerto Rico, our members collectively invest around the world. is a leading source of information, data, research and resource for financial professionals in Asia.  Collectively, they manage more than $20 Trillion assets in Asia in Private Banking, Wealth Management, Multi-Family Office, Family Office, Fund Management, Asset Management, Insurance, Private Equity and Hedge Funds.

More than 14,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, Indonesia, India, China, United Kingdom and United States visit every month.

2018 Event Photos

View the 2018 event photos here.

IFG USA Event Photos



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Sarah Murray
Specialist Writer on Sustainable Development
Financial Times
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Financial Times
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Sponsorship Opportunities
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