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Investment and Asset Management

FT Investing for Good USA 2019

Mobilizing Private Capital to Meet the SDGs

New York |
Speakers include:
Sir Ronald Cohen

Sir Ronald Cohen

Global Steering Group for Impact Investment and The Portland Trust

Liesel  Pritzker Simmons

Liesel Pritzker Simmons

Blue Haven Initiative

Rajiv  Shah

Rajiv Shah

The Rockefeller Foundation


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 FT Investing for Good USA 2019, organized in partnership with FT Moral Money, institutional investors, wealth managers, foundations, government, family offices, and social entrepreneurs came together to 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 18:30:00trueFT Investing for Good USA 2019As 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 FT Investing for Good USA 2019, organized in partnership with FT Moral Money, institutional investors, wealth managers, foundations, government, family offices, and social entrepreneurs came together to discuss how innovative finance could support meeting the SDGs while also providing a financial return.FT-Investing-for-Good-USA-20196c6e66264db28ece7d21cb4edbc654cfMM/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 (33)

Sir Ronald Cohen

Sir Ronald Cohen

Global Steering Group for Impact Investment and The Portland Trust

Sir Ronald Cohen is a pioneering philanthropist, venture capitalist, private equity investor and social innovator, who is driving forward the global Impact Revolution. 

For nearly two decades, his ground-breaking initiatives have catalysed global efforts to drive private capital to serve social and environmental good. 

He serves as Chairman of the Global Steering Group for Impact Investment and The Portland Trust. He is a co-founder of Social Finance UK, USA and Israel; and co-founder Chair of Bridges Fund Management and former co-founding Chair of Big Society Capital. 

He chaired the G8 Social Impact Investment Taskforce (2013-2015), the UK Social Investment Task Force (2000-2010) and the UK’s Commission on Unclaimed Assets (2005-2007). 

In 2012 he received the Rockefeller Foundation’s Innovation Award for Social Finance. 

He was a co-founder and Executive Chairman of Apax Partners Worldwide LLP (1972-2005), a global private equity firm. He was a co-founder and Chairman of the British Venture Capital Association and a co-founder of the European Venture Capital Association. 

He is a member of the Board of Dean’s Advisors at Harvard Business School; a former director of the Harvard Management Company; and formerly a member of the Harvard University Board of Overseers and the University of Oxford Investment Committee. 

He graduated from Oxford University, where he was President of the Oxford Union. He holds an MBA from Harvard Business School to which he was awarded a Henry Fellowship. 

Sir Ronald was born in Egypt and left as a refugee at the age of 11, when his family came to the UK.

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.

Rajiv  Shah

Rajiv Shah

The Rockefeller Foundation

Rajiv Shah serves as President of the Rockefeller Foundation, a global institution with a century long record of success applying science, technology, and innovation to lift up the world’s most vulnerable. 

Dr. Shah brings more than 20 years of experience in business, government, and philanthropy to The Rockefeller Foundation. In 2009, President Obama appointed him to the position of USAID Administrator, leading the $20bn agency’s work delivering results for countries facing democratic transitions, post-conflict situations, and humanitarian crises. After his departure from USAID, he founded Latitude Capital, a private equity firm focused on power and infrastructure in Africa and Asia. Dr. Shah has also served as Undersecretary and Chief Scientist at the USDA, and in leadership roles at the Bill & Melinda Gates Foundation and the International Financing Facility for Immunization. 

Dr. Shah is a graduate of the University of Michigan, the University of Pennsylvania School of Medicine, and the Wharton School of Business.

Elizabeth  Littlefield

Elizabeth Littlefield

Former President and CEO, Overseas Private Investment Corporation; Senior Counsellor
Albright Stonebridge Group

Elizabeth Littlefield is Senior Counsellor at Albright Stonebridge Group, and former President and CEO of the Overseas Private Investment Corporation (OPIC), 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.

At Albright Stonebridge Group,  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.

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

Founder and CEO
Air Protein

Lisa Dyson is the Founder and CEO of Air Protein, which uses a proprietary probiotic process to produce food from carbon dioxide. A scientist and mission-driven entrepreneur, she uses her scientific knowledge to solve problems that are good for business and good for the planet. She has spent the past decade working on climate-positive technologies. 

Lisa was previously a Management Consultant at Boston Consulting Group. She conducted research in bioengineering, energy and physics at Stanford University, UC Berkeley and Princeton University. In 2019, Inc Magazine named her Top 100 Female Founders and, the same year, she received a Verge Vanguard Award. In 2017 Fast Company named her one of the Most Creative People in Business. The San Francisco Business Times listed her on its Forever Influential Honor Roll and she received a C3E award from the Massachusetts Institute of Technology (MIT) and the Department of Energy for her entrepreneurial leadership in energy. 

Lisa has a PhD in physics from MIT, a Bachelor’s Degree in Mathematics and Physics from Brandeis University, and a Master of Science and Fulbright Scholar at the Imperial College London.

Jake  Edwards

Jake Edwards

Director of Social Investments
Social Finance

Jake Edwards​ is Director of Social Investments at Social Finance. Since joining the organization in 2014, Jake has structured Pay for Success initiatives across a range of issue areas and jurisdictions – including a project to promote well-being for child-welfare involved families in Connecticut and a project expand high-quality job training for immigrants and refugees in Massachusetts. He is currently leading a portfolio of post-secondary and workforce development engagements that explore outcome-based financing solutions to support increased access to high-quality education and training programs. 

Prior to joining Social Finance, Jake was a policy analyst with the Massachusetts House Committee on Ways and Means. In this role, he oversaw the annual appropriations for the state’s public safety agencies, including the Department of Corrections, Department of State Police, and county correctional institutions and led initiatives to increase effective re-entry services across the Commonwealth. 

Jake graduated Cum Laude from Middlebury College, with majors in Economics and History.

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.

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.

Jared  Gonsky

Jared Gonsky

LOHAS Advisors

Jared Gonsky is a Partner at LOHAS Advisors where his work bridges the gap between asset owners and managers that want to make a meaningful impact and innovative sustainability and social enterprises that address today’s most pressing challenges. He is an expert in impact investing and leads the firm’s support for intergenerational wealth transfer. 

Jared started his career during the dot-com boom with CGI Capital, where he performed due diligence and evaluated direct private investments. He began his impact-focused journey as a management consultant at ERM where he helped set up the company’s Energy, Climate Change and Sustainability practice. In this role he led projects for leading Fortune 500 firms across consumer products, transportation, and healthcare that helped them to understand their impact and to collect ESG data (before the term was established). He then went on to lead project financing and commercial activities for a variety of clean technology ventures in the area of energy, waste conversion, and infrastructure including firms such as DuPont and LanzaTech. 

Jared earned his BS degree in cell biology, magna cum laude, and his MBA from the University of Illinois. He also holds certifications in sustainable enterprise, corporate social responsibility and impact investing.

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.

Alex Hokanson

Alex Hokanson

Tiedemann Advisors

Alex Hokanson is a senior member of Tiedemann’s Investment Group, with responsibility for market strategy, manager selection, risk management and asset allocation for both traditional and impact investments. He works with foundation clients that are seeking to align their goals and objectives with their investments to maximize their positive impact. Alex has been a key contributor in developing the firm’s four thematic focus areas within impact investing (environmental sustainability, financial wellness, education, and equity lens) across all asset classes. He has also helped develop the firm’s integrated financial and impact reporting process that incorporates the UN Sustainable Development Goals. 

Alex joined Tiedemann when it merged with Threshold Group, where he spent five years focusing on investment manager research, asset allocation and risk management. Before joining Threshold, he spent 10 years at SEI Investments in a variety of roles, most recently directing investment research and due diligence with the Alternative Investments team. At SEI, he helped develop quantitative risk management processes and hedge fund allocation methodologies. In a previous role, Alex was a derivatives trader and analyst on SEI’s portfolio implementation team. 

Alex earned a Bachelor of Science degree from Villanova University and a Master of Science degree in financial engineering from Temple University. He is a Chartered Financial Analyst and a Certified Financial Risk Manager.

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.

Robert Jones

Robert Jones

Global Lead for the Aquaculture Program
The Nature Conservancy

Robert Jones is the Global Lead for The Nature Conservancy’s Aquaculture Program. The program consists of active projects in seven countries designed to ensure aquaculture operates in harmony with nature and provides benefits to people. Robert led the development of “Towards A Blue Revolution: Catalyzing Investment into Sustainable Aquaculture Production Systems,” a first of its kind co-authored report with Encourage Capital that provides guidance for impact investing in the aquaculture sector. 

Robert’s work with the Conservancy has been featured by organizations including Harvard Business School and the World Economic Forum. Before joining The Nature Conservancy in February 2016, Robert was the Program Coordinator for the NOAA Fisheries Office of Aquaculture. Previously, he served as Foreign Affairs Officer with the US Department of State focusing on international fisheries agreements. 

He holds a MS in Marine Affairs and Policy from the University of Miami Rosenstiel School of Marine and Atmospheric Science with a concentration in marine aquaculture. He holds a BA from Boston College in International Studies.


Lydiah  Kemunto Bosire

Lydiah Kemunto Bosire

Founder and CEO
8B Education Investments

Lydiah Kemunto Bosire is the Founder and CEO of 8B Education Investments, a fintech social enterprise specialized in lending to African students to attend world-class global universities. A Kenyan national who studied in the US and the UK, Lydiah has more than 15 years of experience working on issues of international politics, development, and human rights. 

Before founding 8B, Lydiah worked at the United Nations, the World Bank, and leading global NGOs. Most recently, she served as lead for the UN-World Bank Partnership at the Department of Political Affairs of the UN Secretariat. She co-founded Oxford Transitional Justice Research. She was a pioneer of the global youth movement around HIV/AIDS. She co-founded the YouthForce advocacy platform used at international HIV/AIDS conferences, and served as a founding board member of the non-profit Keep a Child Alive.
Lydiah currently serves on the board at WorldQuant University, and is a member of the UWC Atlantic College Advisory Council. She completed her doctorate in Politics at the University of Oxford and holds a Master of Science from Oxford, where she attended as a Clarendon Scholar. She received an undergraduate degree with honors in Government and a Master of Public Administration at Cornell University. 

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.

Emily  Kreps

Emily Kreps

Global Director, Investor Initiatives

Emily Kreps leads the Investor Initiatives program at CDP, which supports investors, companies, cities, states and regions in disclosing and managing their environmental impacts. She is experienced in defining and leading sustainable and responsible businesses, including a period as head of corporate development for a renewable and alternative energy company, as well as various start-up CFO positions.

In her previous career, Emily spent more than a decade as an investment banker and an equity salesperson for Goldman Sachs and Credit Suisse. She received her degree from the School of Foreign Service at Georgetown University.

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.

Sandra  Osborne Kartt

Sandra Osborne Kartt

Director of Investments

As Director of Investments at ImpactAssets, Sandra Osborne Kartt is responsible for investment management for the Giving Fund, donor advised fund of more than $1bn focused on impact investing. Her responsibilities include overseeing investment sourcing, due diligence and investment selection for investments spanning asset classes and impact themes. She also oversees portfolio management for ImpactAssets' two Impact Notes and supports ImpactAssets’ field building efforts. 

Prior to joining ImpactAssets, Sandra served as a Risk Officer at Developing World Markets, an impact investment asset manager focused on linking the capital markets and financial institutions serving the bottom of the pyramid in emerging and frontier economies. She also worked at Keefe Bruyette & Woods, a boutique investment bank as a sell-side equity research analyst covering the U.S. banking industry. 

Sandra holds an MA in Economics from New York University and a BS in Economics from Louisiana State University and is a Chartered Financial Analyst.

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

Judy Samuelson has worked at the forefront of fresh thinking about the purpose and impact of business for two decades.  Her book, The Six New Rules of Business: Creating Real Value in a Changing World, will be published in January 2020 (Berrett- Koehler). 

The Business & Society Program’s pioneering efforts challenged business schools to broaden teaching about the purpose of corporations.  Signature programs include the Long Term Strategy Group and First Movers Fellowship for social “intrapreneurs.”  Dialogues led by Ms Samuelson 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 reward long-term investment.  

Ms Samuelson worked in legislative affairs in California, banking in New York and ran the Ford Foundation’s office of Program-Related Investments.  She has a Master’s from the Yale School of Management and a B.A., Phi Beta Kappa, from UCLA.  Judy blogs for Quartz@Work and is a Director of the Center for Financial Health.  She was awarded a Bellagio Fellowship by the Rockefeller Foundation and values her association with All Souls-NYC, Star Island, and as an AFS exchange student in Sardinia. 

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.

Desiree Fixler

Desiree Fixler

Managing Director and Head of Impact Investing
ZAIS Group

Desiree is Managing Director and Head of Impact Investing at ZAIS Group. She has over 20 years of experience in impact investing and in the structured credit market. Before joining ZAIS, she advised responsAbility Investments AG on the build-out of their impact capital markets products. Before this, she held senior positions in the structured credit groups most recently at JP Morgan and previously at Deutsche Bank and Merrill Lynch. Her track record of product innovation includes the development of the JECI, the first tradable CDS based credit index, which evolved into iTraxx and CDX, as well as a series of impact CLOs.  Desiree has a B.S. with honors in Economics from The London School of Economics. She is also a member of the Board of MMCC, one of NYC’s largest community centers.

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 (5)

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.

Billy Nauman

Billy Nauman

Reporter and Producer, Moral Money
Financial Times

Billy Nauman is a reporter and producer for Moral Money, the new digital platform and newsletter from the FT featuring news and analysis about the fast-expanding world of socially responsible business, sustainable finance, impact investing, environmental, social and governance (ESG) trends. Before joining Moral Money, Billy worked in the FT’s Specialist division for nine years as a reporter and editor. Most recently, he was the managing editor of FundFire, the FT’s daily publication covering the U.S. institutional investment industry.

Tamami  Shimizuishi

Tamami Shimizuishi

New York Correspondent

Tamami Shimizuishi has worked for the Nikkei Newspaper as a NY-based business reporter over 15 years. Since June 2019, she has also contributed to the Financial Times’ Moral Money newsletter. 

Before joining Nikkei, she served as an assistant producer for NPR’s business radio program, Marketplace, in Tokyo. She holds Master’s degrees in international relations and journalism.


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

    Moderator: Gillian Tett, Chair, Editorial Board and Editor-at-Large, US, Financial Times

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

    It is becoming clear that global capital markets will be critical in 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?

    Alex Hokanson, Director, Tiedemann Advisors
    Elizabeth Littlefield, Senior Counsellor, Albright Stonebridge Group, and 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

    Moderator: Gillian Tett, Chair, Editorial Board and Editor-at-large, US, Financial Times

  • 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
    Desiree Fixler, Managing Director and Head of Impact Investing, ZAIS Group

    Moderator: Sarah Murray, Specialist Writer on Sustainable Development, Financial Times

  • 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

    Moderator: Billy Nauman, Reporter and Producer, Moral Money, Financial Times

  • 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

    Moderator: Sarah Murray, Specialist Writer on Sustainable Development, Financial Times

  • 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
    Jared Gonsky, Partner, LOHAS Advisors

    Moderator: Stephen Foley, Deputy US News Editor, Financial Times

  • 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

    Moderator: Billy Nauman, Reporter and Producer, Moral Money, Financial Times

  • 2:40pm
    Keynote Interview

    Rajiv Shah, President, The Rockefeller Foundation

    Moderator: Stephen Foley, Deputy US News Editor, Financial Times

  • 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
    Jake Edwards, Director of Social Investments, Social Finance
    Lydiah Kemunto Bosire, Founder and CEO, 8B Education Investments
    Jeff Senne, Purpose and Responsible Business Leadership Strategy and Implementation Leader, PwC

    Moderator: Sarah Murray, Specialist Writer on Sustainable Development, Financial Times

    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.

    Lisa Dyson, CEO, Air Protein and Kiverdi
    Eric Kessler, Founder, Principal and Senior Managing Director, Arabella Advisors
    Robert Jones, Global Aquaculture Lead, The Nature Conservancy

    Moderator: Tamami Shimizuishi, New York Correspondent, Nikkei, and Contributing Writer, Moral Money, Financial Times

  • 3:50pm
    Networking Break
  • 4:15pm

    Sir Ronald Cohen, Chairman, Global Steering Group for Impact Investment

  • 4:35pm
    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
    Sandra Osborne Kartt, Director of Investments, ImpactAssets
    Josh Sternoff, Corporate Partner in the Private Investment Funds practice group, Paul Hastings
    Martin Whittaker, CEO, JUST Capital

    Moderator: Billy Nauman, Reporter and Producer, Moral Money, Financial Times

  • 5:15pm
    Keynote Presentation: Artificial Intelligence and Impact Analytics

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

  • 5:45pm
    Closing Remarks
  • 5:50pm
    Cocktail Reception

Who Attends?

The FT Investing for Good USA is an exclusive invitation-only event for individuals who meet this criteria:

  • 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

Please note, complimentary places are now sold out.

A limited number of paying tickets are still 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 (6)

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:

ZAIS Group LLC (“ZAIS”) is an award-winning asset management firm with over two decades of experience investing in the structured credit markets. ZAIS manages assets across corporate and mortgage-related structured credit strategies with over $6B of assets under management as of September 30, 2019. Our team of more than 50 professionals is globally-minded and located in North America and Europe. ZAIS offers investors a variety of fund products, CLOs, and impact investing opportunities. ZAIS believes that companies with sound environmental, social, and governance (“ESG”) practices will outperform those lacking such practices in the long term and has introduced a firm-wide ESG Integration policy, creating a framework for analyzing such risks and opportunities as part of the investment process. ZAIS’s impact investing business is dedicated to innovating and, importantly, scaling impact investment products for the credit markets in pursuit of the UN Sustainable Development Goals. To this end, we design strategies that aim to offer financial returns plus positive social and/or environmental impact. In addition to the existing offerings, ZAIS frequently partners with larger institutional investors to create customized managed accounts tailored to their investment parameters and risk preferences. Our flexible impact rating framework can be used to align such solutions with your mission and values.

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 (3)

Ceres is a sustainability nonprofit organization working with the most influential investors and companies to build leadership and drive solutions throughout the economy. Through powerful networks and advocacy, Ceres tackles the world’s biggest sustainability challenges, including climate change, water scarcity and pollution, and inequitable workplaces.

Their mission: Ceres is transforming the economy to build a sustainable future for people and the planet. 

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.


The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

Your guide to better business and finance.
No one can afford to ignore the $31 trillion* revolution underway in the world of ESG, impact investing and sustainable business. But which initiatives really work and which do not? FT Moral Money will be your essential, trusted guide to untangle the acronyms, cut through the hype and embrace a new era of better business and finance. Sign up to the weekly newsletter featuring insights from Gillian Tett, the FT’s award-winning editor-at-large, plus the best of our news and analysis, data and special reports.


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