A Navigational Guide to Action: What is Practical and Doable Now
Experience and Performance of Pioneer and Seasoned Institutional Investors in the Growing Field of Impact Investing

Friday, November 15, 2019
8:15 a.m.–6:00 p.m.

This forum — a joint effort by the Tamer Center for Social Enterprise and Social Investment Managers & Advisors (SIMA) — brings together experienced institutional impact investors and institutional investors who are interested in impact investing. The forum highlights the experiences of leading impact investors and looks at the current opportunities that are investable. This is an action-oriented event that will result in working groups to carry on the work of furthering institutional investment into this growing field. We will focus on what has been achieved in terms of both performance and results.

This event is supported by MetLife.

E-book

This e-booklet highlights institutional investors that have been active in the impact investing space by showcasing how they became involved, the scale of their engagement, and lessons learned in the process.

Agenda

8:15–8:45 a.m.

Breakfast & Registration
8:45–9:00 a.m.

Welcome Remarks

  • Asad Mahmood, CEO & Managing Partner of Social Investment Manager & Advisors (SIMA)
9:00–9:30 a.m.

History & Future of Impact Investing

  • Bruce Usher, Co-director of the Tamer Center for Social Enterprise; Elizabeth B. Strickler '86 and Mark T. Gallogly '86 Faculty Director; Professor of Professional Practice at Columbia Business School
9:30–10:30 a.m.

Case Studies of Institutional Investors Engaged in Impact Investing
Motivation, achievements, portfolio composition, performance, lessons learned

  • Dana Bezerra, President of The F.B. Heron Foundation
  • Christopher Rowe, Vice President, Investments at Church Pension Fund
  • Matt Sheedy, Director, Head of Sustainable Investment Strategies at MetLife Insurance
10:30–11:00 a.m.

Coffee Break
11:00–11:45 a.m.

Case Studies of Institutional Investors Engaged in Impact Investing (continued)
Motivation, achievements, portfolio composition, performance, lessons learned
11:45 a.m.–12:30 p.m.

Moderated Audience Discussion
Covering 5–6 key discussion questions distributed in advance

  • Moderated by Asad Mahmood, CEO & Managing Partner of Social Investment Manager & Advisors (SIMA)
12:30–1:00 p.m.

Lunch & Networking
1:00–1:45 p.m.

Keynote: Fireside Chat on the Future Vision of Impact Investing

  • Bob Annibale, Global Director of Citi Community Development and Inclusive Finance at Citi
  • Deepak Kamra, General Partner at Canaan Partners
1:45–4:15 p.m.

Sector Presentations & Discussion of Areas Ripe for Impact Investment, with Q & A
(Background, performance history, scale and opportunities. Product and resource list for each sector) 
1:45–2:15 p.m.

Sector Presentation: Microfinance & Fintech
2:15–2:45 p.m.

Sector Presentation: Affordable Housing & Community Development
2:45–3:15 p.m.

Sector Presentation: Education
3:15–3:45 p.m.

Coffee Break
3:45–4:15 p.m.

Sector Presentation: Offgrid Energy
4:15–5:00 p.m.

Breakout Session: Working Groups
Discussion of opportunities and potential path forward to further develop impact investing
5:00–6:00 p.m.

Reception