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.
Registration and Peer Networking over Breakfast
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, Co-Founder and CEO, Global Impact Investing Network
Saurabh Narain, President and CEO, National Community Investment Fund
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
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.
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
Break and Networking
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.
William Burckart, President and CEO, The Investment Integration Project (TIIP)
Navjeet Bal, Managing Director and General Counsel, Social Finance
Greg Shell, Managing Director, Bain Capital
Keynote Address, Lunch and Peer Networking over Lunch
Debra Schwartz, Managing Director, Impact Investments, The John D. and Catherine T. MacArthur Foundation
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.
Quinn Moss, Partner, Orrick Herrington & Sutcliffe LLP
Calvin Holmes, President, Chicago Community Loan Fund
Bill 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
Asset Owner Panelists
Jake Barnett, Graystone Consulting
Jeff Brenner, Impact Community Capital
Allison Clark, The John D. and Catherine T. MacArthur Foundation
Jeff Finkelman, Athena Capital
Jonathan Firestein, Ascent Private Capital Management
Tracy Kartye, The Annie E. Casey Foundation
Jeff Meyers, Citi Community Capital
Sylvia Poniecki, Wespath Benefits and Investments
Amber Randolph, Deutsche Bank
Break and Networking
Annie Donovan, Director, CDFI Fund
Bridget Gainer, Commisioner, Cook County and Founder, Cook County Land Bank
Tim Schwertfeger, Chairman Emeritus, Nuveen Investments
In conversation with Saurabh Narain
Cocktail Reception and Networking
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.