2019 Impact Investing Forum

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 Institute for Social Enterprise and Climate Change; 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

• Michael Grossman, Managing Director of New Island Capital
• Louise Schneider-Moretto, Director at DWS (formerly Deutsche Asset Management)

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

• Sono Khangharani, CEO of Thardeep Microfinance Foundation
• Camilla Nestor ’03, CEO of MIX

2:15–2:45 p.m.

Sector Presentation: Affordable Housing & Community Development

• Brian Murray, CEO of Shift Capital
• Merilyn Rovira, Senior Vice President of Community Development Trust

2:45–3:15 p.m.

Sector Presentation: Education

• Arrun Kapoor, Managing Director at SJF Ventures

3:15–3:45 p.m.

Coffee Break

3:45–4:15 p.m.

Sector Presentation: Offgrid Energy

• Ned Tozun, CEO & Founder of d.light

4:15–5:00 p.m.

Breakout Session: Working Groups
Discussion of opportunities and potential path forward to further develop impact investing

• Facilitated by Michael Rauenhorst ’95, Managing Partner at Social Investment Manager & Advisors (SIMA)

5:00–6:00 p.m.

Reception