Accelerating U.S. Community Impact Investing Agenda
The Global Impact Investing Network (GIIN) and The National Community Investment Fund (NCIF), in partnership with the John D. and Catherine T. MacArthur Foundation, are pleased to host a meeting of impact investors - institutional investors, foundations, advisors, and wealth managers - interested in investment opportunities in the US. Specifically, the meeting aims to explore and address challenges to increasing impact investment capital in US community investing (USCI) by:
- Framing the key challenges and solutions to increasing impact investing allocations to USCI;
- Discussing potential solutions to these challenges by testing USCI investment products with diverse investors to ground conversation in real examples; and
- Engaging asset owners, advisors, and wealth managers new to the USCI space to understand investment appetite and preferences and to provide exposure to emerging investment opportunities on the product landscape.
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AGENDA |
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| 8:00 am |
Registration and Peer Networking over Breakfast
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| 8:50 am |
Context-Setting The GIIN and NCIF will provide context for the need to focus on deep, comprehensive and measurable community investing to solve long-term structural problems and therefore to bring in different capital stacks to communities. They will present the most up-to-date report of the US Community Impact Investing Market – drawing on insights from reports on progress, performance, and practice.
Amit Bouri, CEO and Co-Founder, Global Impact Investing Network Saurabh Narain, President and CEO, National Community Investment Fund
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| 9:15 am |
The State of US Community Investing The GIIN will showcase the newly launched Navigating Impact Tool, an effort to help investors select strategies and adopt metrics that indicate performance toward their goals.
Lissa Glasgo, Senior Associate, Global Impact Investing Network
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| 9:30 am |
A Tale of Two Cities – Place-Based Investment Strategies Despite decades of investing by the government, private sector, and private wealth, many US cities struggle to support resilient economies. This session will explore some of the strategies that have worked and how investors are working together to bring in long-term change.
Moderator Kate McAdams, Managing Director, Arabella Advisors
William Carson, Vice President and Director, infUSeTM , U.S. Bancorp CDC Joseph Haskins Jr., Chairman and CEO, The Harbor Bank of Maryland Aaron Seybert, Social Investment Officer, Kresge Foundation William Towns, Executive Director, Benefit Chicago
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10:30 am |
Break and Networking
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| 11:00 am |
Systems Change – Effective Impact Investing Through Systems Thinking This panel discussion will explore how impact investors think about a systems-level approach to investing and bringing in different kinds of capital to strike at the root causes of persistent poverty.
Moderator William Burckart, President and COO, The Investment Integration Project (TIIP)
Geeta Aiyer, Founder and President, Boston Common Asset Management Navjeet Bal, Managing Director and General Counsel, Social Finance Greg Shell, Managing Director, Bain Capital
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| 12:00 pm |
Keynote Address, Lunch and Peer Networking over Lunch
Keynote Speaker Debra Schwartz, Managing Director, Impact Investments, The John D. and Catherine T. MacArthur Foundation
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| 1:15 pm |
Product Structure Lab – Testing Emerging Solutions in US Community Impact Investing Fund managers/organizations will present their investment vehicles in front of diverse panels of asset owners and their advisors to receive feedback. This will inform the sound design of US Community Impact Investment vehicles, educate asset owners about the range of products in the market, and test interest in specific products that have the potential to gain traction and be capitalized on in 2018 and beyond. Click here for more information on the Product Structure Lab
Moderator Quinn Moss, Partner, Orrick Herrington & Sutcliffe LLP
Product Presenters Calvin Holmes, President, Chicago Community Loan Fund William Keller, President and CEO, Community Bank of the Bay Anne McCulloch, President and CEO, Housing Partnership Equity Trust Kerwin Tesdell, President and CEO, Community Development Venture Capital Alliance
Investor Panelists COMMUNITY DEVELOPMENT DIVISIONS (BANKS) Kevin Goldsmith, Chase Bank Carl Jenkins, BMO Harris Bank Jeff Meyers, Citi Community Capital Amber Randolph, Deutsche Bank Tony Smith, PNC Bank Megan Teare, Wells Fargo Bank
FOUNDATIONS Brinda Ganguly, Living Cities Tracy Kartye, The Annie E. Casey Foundation Christine Ryan, California Endowment Lori Scott, The John D. and Catherine T. MacArthur Foundation
INSTITUTIONAL (OR ADVISORY TO INSTITUTIONAL) Luke Apicella, Prudential Jake Barnett, Graystone Consulting Jeff Brenner, Impact Community Capital Charlie Goodwin, BNY Mellon Sylvia Poniecki, Wespath Benefits and Investments Robert Steiner, BNY Mellon
PRIVATE WEALTH ADVISORY Kevin Fanfoni, Calvert Impact Capital Jeff Finkelman, Athena Capital Jonathan Firestein, Ascent Private Capital Management Mark Westhoff, Deutsche Bank Harris Winters, Deutsche Bank
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| 3:30 pm |
Break and Networking
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| 4:00 pm |
Fireside Chat
Annie Donovan, Director, CDFI Fund Bridget Gainer, Commissioner, Cook County and Founder, Cook County Land Bank Tim Schwertfeger, Former CEO, Nuveen Investments
In conversation with Saurabh Narain |
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| 5:00 pm |
Cocktail Reception and Networking
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DOWNLOAD A PDF VERSION OF THE AGENDA
This is an invitation-only event open to members and stakeholders of the planning organizations. Registration is limited to two individuals per organization. Please contact Maria Rasche (link sends e-mail), Pete Murphy, or Saurabh Narain for more information.