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Impact Investing: Actionable | Profitable | Exitable - 2016

19 May 2016
1:30pm - 5:30pm PDT

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Impact Investing: Actionable | Profitable | Exitable - 2016

Forbes calls Impact Investing the next big thing.  And a recent Barclays study found more than half of respondents expressed interest in it, but fewer than 9 percent had actively engaged.

At this 3rd Annual Impact Investment Forum, we'll hear from fund managers, who've collectedly committed over $100 million in Impact Capital.  We'll hear the lessons they learned, the pivots they made, and the strategies they used to help investors see the opportunity.  We'll also hear about building an impact strategy for individual investors and family offices, how to tailor it to your needs, the role of angel investing, and due diligence.

The list of speakers and presenting companies is growing, and a list of previous speakers can be found below.

Thursday, May 19th 2016 - 1:30 to 5:30 p.m. 

RBC Wealth Management Building

3rd Floor - Puget Sound Conference Room

1918 Eighth Ave 
Seattle, WA 98101

 

Agenda

1:50        WELCOME (Registration Opens at 1:30p.m.)

2:00        Keynote Speaker  #1 - Tammy Haygood

2:20        Company Presentations

3:10        Company Updates

3:15        Keynote Speaker #2 - Leslie Christian

3:35        Panel Presentations and Discussion, moderated by Kevin Owyang

4:45        Social Happy Hour (til 5:30 PM)


 

2016 SPEAKER BIOS

Leslie Christian, Leslie Christian Financial  - Leslie Christian has been a leader and innovator in social and environmental investing for more than 20 years. Leslie is currently focused on the development of Integrated Capital, a new foundation and framework for portfolio management that accounts for the global risks of our time as well as the personal vision, values and aspirations of each client.  Leslie’s career in finance began at Washington Mutual, Crocker National Bank, and Donaldson, Lufkin and Jenrette. She then moved to Wall Street, working in the emerging market of fixed income derivatives at the New York office of Salomon Brothers. After more than 15 years in the industry, Leslie realized there was something crucial missing from mainstream finance, and became passionate about using finance for the benefit of all stakeholders, including employees, the community, and the environment. Leslie joined Portfolio 21 Investments in 1995 and served as its President and CEO until 2012. During this time, she co-founded the Portfolio 21 mutual fund, one of the first public-equity funds based on long-term ecological risks and opportunities, as well as Upstream 21, a uniquely-chartered regional holding company for socially and environmentally responsible businesses. Leslie was also an early pioneer in addressing women’s issues in corporate America, co-founding the Women’s Equity Mutual Fund, which is now a part of Pax World.

Tammy Haygood,  Impact Investment Group at UBS

Tammy Bernette Haygood is founder of the Impact Investment Group at UBS.  For 18 years, Tammy has made an impact on her clients through her work as a lawyer and financial advisor. Whether working with nonprofits to create a sustainable business model or managing the assets of individuals, corporations, or local foundations, she believes that sound business fundamentals and financial models create business and mission sustainability.  She believes that every investor should have the opportunity to choose investments consistent with their personal mission and passions.

Kusi Hornberger, Global Partnerships - Kusi joined Global Partnerships June 2015. He is responsible for identifying and researching social impact and financial return potential of new investment initiatives, refining existing investment initiatives as well defining GP’s overall investment strategy. He also GP’s lead for identifying agribusiness and health sector investments. Prior to joining GP, Kusi worked three years as a management consultant for Bain & Company in South America and five years as an Investment Officer for the International Finance Corporation (IFC) in Sub-Saharan Africa, Latin America and the Caribbean. In both roles he has published numerous papers on private sector development and impact investing.

Dan Juhl, Juhl Energy - Dan is Chairman of the Board of Juhl Energy.  Dan has been involved in the wind power industry for more than 30 years and has been involved in the development of over 1,500 megawatts of wind generation.  He has been the principal consultant for wind energy projects to Edison Capital, John Deere Capital, Vestas, EWT, Suzlon Turbine Manufacturing, and various public and private utilities throughout the United States and Canada. He has appeared before numerous state and federal governmental bodies advocating wind power and community-based energy development on behalf of landowners, farmers and ranchers. Mr. Juhl wrote the popular wind energy reference guidebook, "Harvesting Wind Energy as a Cash Crop."

 Abhilash Mudaliar,  Global Impact Investment Network (GIIN) - Abhilash oversees the Research program at the Global Impact Investing Network (GIIN). The GIIN publishes practitioner-oriented research in the impact investing industry, focused on filling critical knowledge gaps in this fast-developing sector. Research focuses on market activity, financial and social/environmental performance and the practice of impact investing.

Clay Norrbum, Juhl Energy - Clay is Managing Director of Juhl Renewable Assets, Inc (JRAI), a subsidiary of Juhl Energy that owns and operates community based clean energy assets.  Clay has over 20 years of experience across investment management and banking.  He was the Co-founder and Managing Partner of Global Infrastructure Asset Management, a pioneering firm in managing fund investments in sustainable infrastructure projects through the Geo Investors Renewable Infrastructure Funds.  Prior to Co-founding GIAM in 2010, he worked for a decade as a senior banker with Citigroup in both New York and London.  Clay grew up in rural Wisconsin and in his first job out of college served as a small town Mayor.  He holds degrees from the Fletcher School at Tufts University and the University of Wisconsin-Madison.

Will Poole, Capria Ventures & Unitus Seed Fund  - Will Poole is a serial entrepreneur and venture investor, focused on improving ecosystems that bring opportunity to low-income populations. In 2012, he co-founded Unitus Seed Fund. Will's career started by founding two startups at the dawn of the PC era, working in the early days at Sun Microsystems, and pioneering e-commerce at eShop which was acquired by Microsoft in 1996. At Microsoft, he ran the $13B global Windows business and started their product focus on emerging markets.

 

Contact:
Kevin Owyang, Chair, Impact Investment Committee for more information

kevin@keiretsuforum.com

 

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Questions? Please call 206-529-3687 or email Meredith@keiretsuforum.com

 

 

 

 

19 May 2016
1:30pm - 5:30pm PDT

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