Impact Investing and the Range of Players: Evolution, Opportunities, and Challenges

Overview:

This panel of impact investors represents the broad spectrum of players now doubling-down on impact investing, including family offices, Registered Investment Advisors, investment banks, endowments, and large non-profits. The speakers will address why their institutions are prioritizing these strategies as well as the key opportunities and risks in the sector from their perspectives. They will discuss how their institutions define, identify, evaluate, and in some cases, develop impact investment opportunities.

Learning Objectives:

1. How are impact investments defined? What is the breadth of impact investments?
2. Who are the biggest investors in impact investing and how do they evaluate and monitor their investments?
3. Are there any diversification benefits?
4. How does impact investing continue to evolve?

Who should Attend:

• Analysts
• Portfolio Managers
• RIA Employees
• Wealth Managers
• Asset Allocators
• Institutional Investors
• HNW
• Retail Investors

Moderator:

Eliza Erikson
Head of Impact Investing & Advice
Brown Advisory

Speakers:

Rebecca Carland
Chief Investment Officer
Builder Asset Management

Matthew Arnold
Global Head, Impact Finance & Markets
The Nature Conservancy

Kristi Craig
Chief Investment Officer
National Geographic Society

Schedule:

4:00 pm – Networking
4:30 pm – Panel Discussion
6:15 pm – Questions and Answers
6:30 pm – Ending

Continuing Education: 

Eligible for 1.5 PL credit for CFA Charterholders.

Register Now

Helpful Information:

Parking:  Self-parking: 1775 Pennsylvania Avenue NW, Washington, DC 20006

Metros:  Farragut North, Farragut West, and Foggy Bottom