TOTAL IMPACT SUMMIT 2025: Invest in Transformative Impact

Allison is responsible for helping to source, underwrite and manage Program-related Investments for the Foundation’s $500 million Impact Investing portfolio. She currently leads the Foundation’s Just Home Project, a demonstration project that supports innovation in housing models to help disrupt the cycle of housing instability and jail involvement. In addition, she also serves as a member of the Chicago Commitment team where she leads impact investing efforts to advance both the Vital Communities and Culture, Equity, and the Arts strategies.

Prior to joining the Foundation, Allison worked at Fannie Mae, where she invested more than $150 million in debt and equity in affordable housing developments across the US. She also worked in community development real estate lending at Bank One and for the New York City Economic Development Corporation. 

Allison has served on a variety of public advisory committees and as board member for nonprofit organizations including Neighborhood Housing Services of Chicago and the Chicago Foundation for Women. 

Allison graduated from Harvard-Radcliffe College with an AB in Government and earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University.

Allison will be speaking on the panel, This is How We Do It: Adapting Impact Models in Dynamic Times on Thursday, May 15th. 

Christine Looney serves as the Ford Foundation's deputy director of Mission Investments. In this role, she leads investments under the Foundation’s two mission investment funds – a $350 million program related investment fund and a $1 billion mission related investment fund. She supported Ford’s strategic planning efforts to develop a new line of work on impact investing as well as the approval of the $1 billion mission related investment fund. Christine has a MBA in finance and management from New York University's Stern School of Business, a certificate in Leadership Development from Harvard Business School and a bachelor's degree in economics from College of the Holy Cross.  She is on the board of Mission Investors Exchange, the sustainable advisory board for Glenmede, the LP advisory board for Impact Capital Managers, and serves on several private investment fund advisory committees.  She is a long-standing Big Sister in the Big Brothers Big Sisters program.

Christine will be speaking on the panel, Today's Moonshots: Big Visions Worth Fighting For on Thursday, May 15th. 

Mendelsohn is founder of LocalCode, a national non profit helping low income communities build wealth and wellbeing through local ownership of real estate. The organization’s flagship affiliate, LocalCode Kansas City, has 3.5 city blocks under development, representing over $200 million investment in KC’s Eastside, a community long subjected to structural inequities. 

Previously, Mendelsohn co-founded Green Valley Farm + Mill, a 172 acre land stewardship project in Northern California with an innovative ownership model, enabling farming families to be equal partners and own their homes. Mendelsohn founded his first company, New Leaf Paper, in 1998, which he built into the leading environmental paper company in North America within ten years. New Leaf Paper was awarded Best for the Environment from B Corporation four years running and Mendelsohn received the inaugural Fast Company Social Capitalist Award. Mendelsohn is a Forbes Impact 30 Top Social Entrepreneur and a 2011 Henry Crown Fellow of the Aspen Institute.

Jeffrey will be speaking on the panel, Our Shared Future: Imagining and Enacting an Economy That Serves Life on Thursday, May 15th. 

Mark Watson is Co-founder and President of Potlikker Capital, a farm community governed charitable integrated capital fund dedicated to supporting BIPOC farmers at the intersection of racial and climate justice. He is also the founder of Keel Asset Management LLC, a financial advisory firm that provides socially responsible financial planning and investment advisory services to nonprofits, public and corporation pension plans. Mr. Watson started his career as a banker at the First National Bank of Chicago, now JP Morgan in commercial banking, corporate and public finance. He had a 35-year career which included managing investment portfolios for foundations, endowments, private and public pensions funds. Mr. Watson also co-designed and helped to launch and manage an integrated racial justice capital fund which deployed capital to BIPOC entrepreneurs, The Boston Impact Initiative Fund. He serves as an advisory board Member of MIT/Health Innovation Systems Inc.; a Steering Committee member of Transformative Investors in Food Systems (TIFS); a Director of Winrock International and Board Chair of Possibility Labs. Mr. Watson holds a Bachelor of Science in Finance, University of Illinois Champaign -Urbana and a Master’s in Business Administration, The Booth School, University of Chicago.

Mark will be speaking on the panel, To Heal Our Planet, Invest in Regeneration on Wednesday, May 14th. 

Dominick oversees investment and portfolio management activities at Dirt Capital. He has worked extensively in land-based investing, including for seven years at BioCarbon Group, a global private-equity impact investment firm backed by institutional investors. Previously he worked at Working Lands Investment Partners, a private-equity real asset investment firm specializing in complex projects with value derived from agriculture, timber, and ecosystem services; the U.S. Department of Agriculture’s Office of Environmental Markets; and was a lecturer in Forest and Ecosystem Finance at the Yale School of the Environment. 

Dominick serves on the Board of Directors for the Connecticut Green Bank and in various advisory capacities to the Connecticut Department of Agriculture. In addition, he and his wife operate a small diversified organic farm in Connecticut. He holds an MBA, an M.E.M. and BA with distinction from Yale University.

Dominick will be speaking on the panel, To Heal Our Planet, Invest in Regeneration on Wednesday, May 14th. 

Kathleen O’Shea is a Director of Impact Investing at Social Finance. She leads engagements with foundations and donor-advised funds to design, structure and manage impact-first investment portfolios. Before joining Social Finance, Kathleen worked on the research and advisory team at the Initiative for a Competitive Inner City (ICIC), where she conducted qualitative and quantitative research on inclusive economic growth strategies and led evaluations of entrepreneurial support programs across the U.S. Kathleen holds an MBA from Duke University and a B.A. in History from Boston College.

Kathleen will be facilitating the workshop, Power-Building in Place: Tools for Community Control & Wealth Creation on Thursday, May 15th. 

Kathleen Biggins is the Founder and President of C-Change Conversations, a national nonprofit dedicated to fostering understanding about the risks of climate change to our economy, health and security, and geopolitical stability.

In 2014, Kathleen recognized that climate change was a significant risk but that few people were talking about it because it was seen as such a polarizing and far-off topic.

That year she pulled a team together to create C-Change Conversations with the goal of depoliticizing the issue and helping others understand how it might impact them personally.

Kathleen wrote the C-Change Conversations Primer – a nonpartisan, science-based presentation – that has been lauded by both conservative politicians and chief scientists of internationally known climate organizations. The Primer has been presented to a wide range of businesses and associations,reaching over 23,000 people in 33 states and internationally.

Additionally over the last few years, C-Change has teamed up with Mark Hays, Director of Sustainable and Impact Investing at Glenmede, to co-present climate science to concerned investors. 

Prior to founding C-Change, Kathleen had a successful career in journalism and advertising. She now lives in Princeton with her husband and their dog.

Kathleen will be facilitating Peer Round Tables: Investing in Climate Solutions on Thursday, May 15th. 

Penelope has spent her career at the intersections of social investment, community investment, art and culture, and the health of communities. She loves visionary work, and is very comfortable translating a vision into a sustainable model. Penelope has spent the last several years working with others in cooperative, collaborative, distributed leadership, and solidarity models. 

She works with social change movement builders and organizations across sectors including health, arts and culture, and regenerative capital. 

Recent and current engagements include roles as Impact Advisor to One Nation One Project, Strategic Advisor to The Lewis Prize for Music, Organization and Strategic advisor to The Guild of Future Architects. 

From 2020-2022 she was the Chief of Strategy for Yerba Buena Center for the Arts. She was deeply focused on organizational culture. Among many initiatives she guided were the Artist-Led Giving Circle and the Guaranteed Income Pilot for Artists. 

Douglas is the co-founder of CultureBanq, a national pilot program incubated at YBCA that positions artists in community investment strategies. She is also a co-founder of culture therapy, an initiative of Public Works Alliance; culture therapy is a creative initiative which magnifies all the ways young people use art and creative expression for their health and wellbeing.  

Throughout her career Penelope has performed executive roles and established networks across banking, community development finance, social enterprise, impact investing, and arts and culture. She served as the co-founder and CEO of Pacific Community Ventures, a community investment organization (CDFI). She was a senior executive and Chair of the largest impact investing conference, SOCAP. 

At the heart of her work for the last 25 years is her belief in the power of cross-sector collaboration, and the opportunity for new models of community-led investment. 

Penelope has served as a board member of numerous businesses and nonprofit organizations. She served as a Director of New Resource Bank (acquired by Amalgamated Bank). Currently she serves as Chair of Aeris Insight. Penelope graduated from Smith College. She is an artist.

Penelope will moderate the panel, Investing in Transformative Impact for our Future: A Closing Conversation and Call-To-Action on Thursday, May 15th. 

Elizabeth Diffley is a lawyer with over two decades of experience advising companies and their boards on corporate and securities matters and transactions, including public company governance and reporting compliance, ESG issues, capital raising transactions, shareholder proposals and activism, executive compensation, public benefit corporations and B Corp certifications, and executive and director succession matters. She has advised clients on major M&A, financing and transformational deals, sensitive disclosure matters, and complex governance issues, with a particular focus on Delaware and Pennsylvania corporate law and financial matters.  Beth serves on the Title 15 committee of the Pennsylvania Bar Association, through which she has been involved in drafting amendments to the Pennsylvania corporations and nonprofit corporations laws. Before law school, Beth worked in audit for a Big 4 accounting firm.

Beth is committed to gender justice, education, inclusive economic development and shared prosperity, and civic and community engagement. She supports these efforts through board service and leadership in local nonprofit organizations.

Beth will be speaking on the panel, The Law of the Land: How Policy and the Legal Field Is Redefining Impact's Future on Wednesday, May 14th. 

Regina “Gina” Kline is the Founder and Managing Partner of Enable Ventures, the first impact venture fund dedicated to closing the disability wealth gap by investing in early-stage companies working at the nexus of technology and disability. Enable is a leader and pathfinder in a highly innovative sector whose potential has been largely untapped by venture investors until now.

 Investor, entrepreneur, civil rights lawyer, and thought leader, Gina has dedicated 15 years of her career to building the future of work by advancing the rights and interests of people with disabilities as innovators, entrepreneurs, workers, and consumers. Prior to founding Enable in 2022, Gina spent more than two years developing a pipeline of investible opportunities at the nexus of tech and disability. Gina previously served in the Obama Administration and litigated landmark ADA cases and is nationally recognized for her legal and policy work in advancing the rights of people with disabilities. Gina is also the founder of SmartJob, an impact consultant and early-stage scout for the disability tech sector.

Regina will be speaking on the panel, The Law of the Land: How Policy and the Legal Field Is Redefining Impact's Future on Wedneday, May 14th. 

Andre M. Perry is a Senior Fellow and Director of the Center for Community Uplift at the Brookings Institution. He is also a professor of practice of economics at Washington University of St. Louis. A nationally known and respected commentator on race, structural inequality, and education, Perry is the author of the forthcoming book "Black Power Scorecard: Measuring the Racial Gap and What We Can Do to Close It," published by Henry Holt, available April 15, 2025 wherever books are sold. In 2020 Brooking Press published “Know Your Price: Valuing Black Lives and Property in America’s Black Cities.”

Perry is a regular contributor to MSNBC and has been published by numerous national media outlets, including The New York Times, The Washington Post, The Nation, Bloomberg CityLab and CNN.com. Perry has also made appearances on HBO, CNN, PBS, National Public Radio, NBC, and ABC. Perry’s research focuses on race and structural inequality, education, and economic inclusion. Perry’s recent scholarship at Brookings examines well-being across racial groups and regions in America, focusing on how investments in critical assets can lead to thriving.

Perry’s pioneering work on asset devaluation has made him a go to researcher for policymakers, community development professionals and civil rights groups. Perry co-authored the groundbreaking 2018 Brookings Institution report “The Devaluation of Assets in Black Neighborhoods” and has presented its findings on the price of home in Black neighborhoods across the country, including to the U.S. House Financial Services Committee. He has extended that report’s focus on housing in Black neighborhoods to include other assets such as businesses, schools and banks.

A native of Pittsburgh, Pa., Perry earned his Ph.D. in education policy and leadership from the University of Maryland College Park.

Andre will be participating in the discussion, Tying Our Roots Together: A Radical Conversation on Thursday, May 15th. 

Heather serves as the Vice President and Managing Director of Impact Investments at Village Capital, where she drives capital to early-stage, impact-creating startups. In this role, Heather leads the organization’s investment strategy, managing and supporting multiple catalytic investment vehicles while employing innovative approaches to lower barriers for entrepreneurs. Her work includes developing inclusive investment strategies and advancing innovative financing structures to ensure that the capital deployed is truly catalytic. Additionally, Heather has spearheaded data-driven research aimed at reducing bias in the investment process, with a particular focus on closing the gender financing gap.

Before joining Village Capital, Heather worked as an attorney advisor for the Federal Emergency Management Agency, where she provided critical legal support to facilitate disaster recovery efforts for individuals and government entities. Heather holds a J.D. from SUNY at Buffalo Law School, where she graduated Summa Cum Laude, and a B.A. in International Studies from Virginia Commonwealth University.

Heather will be speaking on the panel, Today's Moonshots: Big Visions Worth Fighting For 

Samantha Tweedy is an accomplished executive, strategist, and attorney who has spent two decades working to increase economic mobility and opportunity for Black people.

Prior to being named the first-ever Chief Executive Officer of BEA, Samantha served as the inaugural President of the Black Economic Alliance Foundation – leading the organization’s efforts to produce cutting-edge research, practical solutions, and programming to create better access to good paying jobs, livable wages, and wealth creation for Black people.

Before joining BEA, Samantha was the first Chief Partnerships and Impact Officer at the Robin Hood Foundation, one of the nation’s largest anti-poverty organizations. She developed and directed the Power Fund to invest in nonprofit leaders of color and the High-Quality Schools Fund to support innovative school models for New York City’s most under-resourced communities.

Samantha brings a unique mix of on-the-ground and executive experience to her leadership. She served as the first Chief Advancement Officer at Uncommon Schools, a network of over 50 public charter schools serving historically disadvantaged students of color who go on to graduate from four-year colleges at higher rates than students from the wealthiest American households. She also founded and directed an elementary school that won the National Blue Ribbon School Award for its success in closing racial and socioeconomic opportunity gaps.

After graduating from Yale Law School and Duke University magna cum laude, Samantha began her career as an attorney at Simpson Thacher & Bartlett LLP, where she worked on landmark school equity litigation to close the public school spending gaps that disproportionately impact students of color and practiced commercial litigation.

Born and raised in Brooklyn, Samantha lives in Bed Stuy with her husband and two children, Stokely and Evers.

Samantha will be speaking at Tying Our Roots Together: A Radical Conversation on Shared Humanity on Thursday, May 15th. 

Beth Bafford is the CEO of Climate United, a coalition managing a portion of the National Clean Investment Fund, a program of the Greenhouse Gas Reduction Fund. Beth has spent the last decade of her 20-year career building new products and programs at Calvert Impact, Climate United's parent organization, that drive economic opportunity, small business growth and clean energy adoption. She has helped expand Calvert Impact’s platform to support and scale the community and green finance industries, including a loan syndications business that has structured and raised nearly $1 billion on behalf of community and green finance providers; a series of pandemic-response recovery funds; the Cut Carbon Note; the Mission Driven Bank Fund; and Calvert Impact’s Access program for small businesses. Prior to Calvert Impact she has held roles in the public, private, and social sectors.

Beth will be speaking on the panel, Impact 2025: The State of the Field 

Kafi is deeply passionate about economic growth in Greater Philadelphia. Born and raised in North Philadelphia, her career spans public housing, local government, and finance, all of which have shaped her vision for revitalizing the region. Attending Howard University and Howard University School of Law, Kafi began her career with the City of Philadelphia. As she transitioned from practicing law to finance, Kafi worked in Community Development Banking and Investment Banking at two of the nation’s leading banks, specializing in structuring investments for community-focused projects. She brings her extensive public and private sector experience to lead ImpactPHL as the new CEO.

Kafi will be giving opening and closing remarks at Total Impact Summit. 

Seth is the Founder of Optimistic Labs and the Applied Optimism Group, a global advisory and community building organization focused on leveraging design thinking, storytelling, and innovation to help nonprofits, foundations, and corporate clients build inclusive communities and drive impact. His strategic guidance has empowered of the world’s largest social enterprises and emerging startups to navigate transformation and growth.

Prior to Optimistic Labs Seth served as the Chief Impact Officer at Forbes, where he founded the Forbes Impact Lab and launched multiple initiatives, including ForbesBLK and the Faith Forward initiative, strategically expanding Forbes’ influence in community-building and impact-driven media.

Before Forbes, Seth was a senior director at the Charles and Lynn Schusterman Family Philanthropies, where he directed multimillion-dollar programs that mobilized thousands of young leaders in community-building and philanthropy. His initiatives included a global leadership travel program that engaged over 3,000 influential millennials, fostering a vibrant network of service-oriented leaders.

Earlier in his career Seth was a partner in an AMLaw 50 firm where he built an M&A and private equity focused practice.

Seth will be moderating the panel, (Un)Common Ground: A Candid Conversation on Where We Stand on Wednesday, May 14th. 

Lauren Stebbins is a Program Officer with The Barra Foundation focusing on developing and implementing impact investing strategies that accompany the foundation’s grantmaking. Driven by a commitment to addressing systemic inequities that hinder access to resources and opportunity for marginalized populations, Lauren has worked in a diverse range of roles in mission-driven organizations, cultivating and honing skills in strategy development, investment due diligence, program management, research, analysis and communications. Prior to joining Barra, she served as a Development Project Manager with Stone Sherick Consulting Group where she focused on project management and fundraising for affordable housing and social purpose real estate. Lauren also spent four years at Opportunity Finance Network managing and implementing initiatives designed to provide capacity building resources, financial support and learning opportunities to community development financial institutions (CDFIs). Her areas of expertise include place-based investment, affordable housing development, small business development, barriers to financial security, and the intersections between community investment, economic mobility, and health and education outcomes. She holds an undergraduate degree in sociology and political science from Brown University and a Master of Public Affairs from the LBJ School of Public Affairs at The University of Texas at Austin. Outside of work, Lauren enjoys endurance cycling and cultivating a green thumb by nurturing numerous houseplants and an outdoor garden.

Lauren will be introducing the panel, This is How We Do It: Adapting Impact Models in Dynamic Times on Thursday, May 15th. 

Paula is an award winning business development and marketing executive who optimizes people, resources and products to achieve ambitious goals. She was named Top 100 Women in Fintech 2018. Paula’s more than 30 years of experience in financial services from TD AmeriTrade and Goldman Sachs to impact-oriented companies like the SRI Conference and Portfolia have firmly positioned her to lead Equities.com into its next stage of growth. She is a champion for women in business and passionate about impact investing to improve environmental and social conditions for our future.

Paula will be moderating the panel, Impact 2025: The State of the Field on Wednesday, May 14th. 

Kate is an Arab-American organizer and movement strategist based in Baltimore, Maryland. Two decades ago, she co-founded Red Emma’s, a worker-owned restaurant and bookstore in Baltimore that helped to catalyze a city-wide ecosystem of worker-owned businesses and cooperative enterprises. In 2015, she helped to found the Seed Commons cooperative and its Baltimore peer, the Baltimore Roundtable for Economic Democracy, and in 2018, became co-director of Seed Commons. Among other things, Kate is a seasoned chef who still works on the kitchen team at Red Emma’s on the weekends, and holds a PhD in Intellectual History from The Johns Hopkins University, two Masters degrees from The University of Amsterdam, and a BA from the University of Pennsylvania.

Kate will be moderating the panel, To Heal Our Planet, Invest in Regeneration on Wednesday, May 14th. 

Cory Donovan is Co-founder & SVP of Community Engagement at ImpactPHL. ImpactPHL is non-profit advocacy organization that encourages and helps individuals and organizations align their financial assets with their values in order to create a more inclusive, sustainable, and resilient economy in the Philadelphia region. Cory’s background in economic development and community building includes roles operating a tech startup incubator and as the Executive Director of the Roanoke-Blacksburg Technology Council. His prior corporate experience includes various positions with well-known tech firms like Hughes, DIRECTV, and Aerotek. Cory has a bachelor's degree from the University of Scranton and received his MBA from Johns Hopkins University.

Cory will be giving closing remarks on Thursday, May 15th. 

Randall is a Director, Client Portfolio Manager at Westfuller Advisors, a full-service investment advisory and wealth management firm for purpose-led investors to maximize the impact of their assets. In this capacity he supports clients via sourcing and conducting due diligence on investments across asset classes for sustainable and Impact portfolios, including asset managers and private companies. Additionally, he consults clients on strategic impact investing related initiatives. He brings over 25 years of experience in the asset management arena.

Previously, he served as Director, Investment Advisory at Pathstone (formerly Cornerstone Capital Group). Randall has held senior positions at Sentinel Investments, City National Bank of New Jersey (now Industrial Bank), ImpactAssets, Principal Global Investors, Schroders and Commonfund.

Randall also serves as an Adjunct Professor in the Sustainable MBA program at Bard College, and the Gabelli School of Business at Fordham University, teaching Sustainable Finance and Impact Investing. He is a member of the Impact & Sustainable Finance Faculty Consortium. He also serves as a Board Member for B Labs US & Canada, Net Impact, and the HBCU Green Fund. He is a member of the Steering Committee for the Intentional Endowments Network and Confluence Philanthropy's Racial Equity Initiative Advisory Committee and Investment Committee.

Randall earned a Bachelor of Science from Cornell University and a Master of Arts from New York University.

Randall will be leading the workshop, Climate Impact Architecture: Building Investment Models That Center Justice on Thursday, May 15th. 

Margaret has spent 30 years in Philadelphia’s social sector, with 25 of them in the world of development finance—what we now call impact investing. She’s a veteran of the Reinvestment Fund, launched the Goldman Sachs’ 10,000 Small Businesses in Philadelphia, and her 8 years with Ben Franklin Technology Partners included “included key roles in starting ImpactPHL Ventures and raising the GO Philly and GO PA Funds. She’s now created Ginger Root Strategy, her own next adventure. Ask her about Invest for Better Philadelphia, which is engaging women from across the region in their own values-aligned financial journeys. ImpactPHL Board member.

Margaret will be giving opening remarks on Thursday, May 15th. 

Jodi Reynhout has spent over 20 years in leadership at high-impact, multiservice nonprofit organizations, with deep experience in effective organizational administration and program development.  She has developed and executed strategies in fundraising, governance, financial management, communications, data management, and organizational growth.  She has managed teams focused on areas including workforce development and economic mobility; training and capacity building; advocacy and systems change; community economic development; and others.  Currently, she serves as the Director of Strategic Development for the Bishop GE Patterson Ministry, as a strategy and operational consultant for The Collective Blueprint and for the Mortgage Bankers Association affordable housing initiative, and as the Secretary of the board of ImpactPHL.

Jodi will be facilitating the panel, Today's Moonshots: Big Visions Worth Fighting For on Wednesday, May 14th. 

Stephanie Fowler is President, Capital Access at the Institute for Entrepreneurial Leadership (IFEL), where she leads investor relations as part of the organization’s mission to disrupt the existing capital funding model for small business owners, entrepreneurs and founders. Stephanie collaborates with a range of capital providers (family offices, CDFIs, revenue-based lenders, credit unions, banks, etc) and IFEL’s 600-member angel community to identify funding sources for companies in IFEL’s ecosystem.  

Stephanie joined the startup ecosystem as a member of Harvard Business School Alumni Angels of New York and Golden Seeds, two area angel groups through which she invests in late stage startups. In addition, Stephanie was the Founder of MFW Property Group, LLC (MFW), a multifamily investment firm that was an LP in several entities representing nearly 300 units.

Prior to founding MFW, Stephanie worked at Sumitomo Mitsui Trust Bank (SuMiTrust), Japan’s largest trust bank, with over $600 billion in AUM. During her tenure, Stephanie acquired deep expertise in the investment and management of multiple debt asset types (leveraged loans, investment grade corporates, project/energy, and real estate) and leveraged lending platform management (deal generation, credit selection, and portfolio management). In her most recent role, Stephanie was Senior Director & Manager of the Investment Strategy & Business Development Department, where she developmd the firm’s leveraged loan investment strategy, which informed SuMiTrust’s investment activities in its multi-billion dollar leveraged loan, CLO, and warehousing businesses. 

Stephanie holds an MBA from Columbia Business School, an AB in Economics from Harvard University, and enjoys being a mother, daughter, sister and friend.

Stephanie will be speaking on the panel, The State of Impact: Investing in People on Wednesday, May 14th. 

A seasoned veteran and well-established entrepreneur, Kevin Williams the CEO of the Black Squirrel Collaborative, is a dedicated “Thought Leader” actively engaged with developing the next generation of Founders. Kevin has been involved with small businesses and developing start-ups for decades here in Philadelphia, San Francisco, and throughout the Washington DC metro area. With his years of experience in training and developing small-to-medium businesses to be competitive, scalable, and sustainable, Kevin has learned to apply his business acumen to build systems for companies to successfully adapt to changing economic conditions. 

Now as one of the Co-Founders of the Black Squirrel Collaborative, he is working with major private and public sector partners to address the changing market conditions created by the Pandemic resulting in a severe impact on this area's small business enterprises due to COVID 19.

His involvement includes multiple efforts but several major initiatives include the B-Smart Program at Drexel University, an Advisory role with the University Science Center investment Accelerators for startups in the Life Sciences, collaboration with the Greater Philadelphia Chamber of Commerce on multiple initiatives to improve the city’s contract access for local enterprises and support for its small business corridors, and a partnership with the City of Philadelphia on its innovation conference for black and brown tech startups, Project NorthStar.

Kevin will be speaking on the panel, The State of Impact: Investing in Planet on Wednesday, May 14th. 

Andrew Siwo is the Head of Sustainable Investments and Climate Solutions at the New York State Common Retirement Fund. He is charged with providing leadership and oversight of sustainable investment efforts across the Fund’s $272 billion portfolio and $40 billion commitment to sustainable investments.

Previously, Siwo was an Investment Director and Head of Mission-Related Investments at Crewcial Partners, an investment consultancy to over 150 leading foundations and endowments.

Prior to joining Crewcial Partners, Siwo was a manager at the Global Impact Investing Networking (GIIN). In his capacity there, he was responsible for the operation, sourcing, and development of ImpactBase, the largest global directory of impact investments

Prior to joining the GIIN, Siwo spent five years in the investment banking division at JP Morgan—most recently in the Global Special Opportunities Group, a $3 billion proprietary portfolio of principal investments in private equity, debt, mezzanine, infrastructure, and real estate.

He also held roles on the Rates Desk and executed fixed- income financing transactions as well as the Securitized Products Group, where he valued collateralized mortgage obligations.

Before JP Morgan, Siwo was a member of the Corporate Finance and Real Estate Strategy Group at Victoria's Secret where he oversaw capital budgeting. He began his career at E*TRADE Financial where he managed a team of investment representatives serving active traders and high-net-worth investors. His investment articles have been printed in various industry publications.

Siwo completed an MPA in Finance and Fiscal Policy at Cornell University and holds a BA in Accounting from Morehouse College. He has held FINRA Series 7, 63, and 24 licenses. He has taught at The Wagner Graduate of Public Service at NYU as an Adjunct Assistant Professor of Public Service and also at the Brooks School of Public Policy at Cornell University. Siwo also serves on the Board of New York Professional Advisors to Community Entrepreneurs (NYPACE) and United World Schools (UWS).

Andrew will be speaking on the panel, Impact 2025: The State of the Field on Wednesday, May 14th. 

Fran is founder and managing partner of True Path Advisory Group and has spent nearly 40 years working in and around capital and credit markets. His career spans the for-profit, philanthropic, and nonprofit sectors. For much of the last 15 years, Fran has dedicated his time working to align capital with social, political, and economic justice. Fran advises foundations, CDFIs, and impact organizations on impact strategies, capital structuring, and fund investment design. Fran has built a specialized practice in designing and implementing private sector credit enhancement and guarantee programs.  He is the strategic adviser to a number of national credit enhancement programs, including the Community Investment Guarantee Pool (CIGP), the CDFA Equitable Capital Loan Guarantee Program, and the GroundBreak Coalition Guarantee Program.

Nationally, Fran serves on the Board, Finance Committee, and Investment Credit Committees of a half dozen CDFIs and impact investment funds. Prior to consulting, Fran served for five years as the CFO of Opportunity Finance Network (OFN) and one year as their Interim CEO. OFN is the national leadership network for mission-related community development financial institutions (CDFIs). Prior to OFN, Fran served over 20 years as a senior executive in the financial services industry, specializing in international structured finance, capital markets, and wealth advisory services. He has worked for both small community banks and among the largest global banks. Fran also served as Group CFO for a private multinational group of diversified businesses, specializing in the healthcare, IT, real estate, and manufacturing industries. Fran and his family proudly makes his home in the Greater Philadelphia Area and are die-hard Eagles fan. Go Birds!

Fran will be speaking on the panel, This is How We Do It: Adapting Impact Models in Dynamic Times on Thursday, May 15th. 

Jonathan is founder and Managing Partner of Arctaris Impact Investors, the largest impact-focused manager of Opportunity Zone funds nationally. He manages the Arctaris family of funds, 8 funds in total, investing in private equity, infrastructure and community-centric real estate in underserved areas. Mr. Tower invests in growth-oriented businesses in the manufacturing, technology, and services industries with heavy emphasis on underserved and underrepresented banking markets. 

Mr. Tower has 20+ years of industry experience, investing in private equity and private debt, including three interim Chief Executive Officer roles in private equity-backed companies. He has worked closely with portfolio companies in the manufacturing, technology, and services industries to achieve their growth objectives, including Capterra (acquired by Gartner), Verid (acquired by EMC), QuoteShip (acquired by ICGE), Moguldom Media (acquired by Interactive One), and Xoom (IPO: XOOM). 

Prior to co-founding Arctaris in 2009, Mr. Tower was a Managing Director, Operating Partner and member of the Investment Committee at Dutchess Capital, LLC.  He held responsibilities both in private equity deal execution and maximizing value in portfolio companies, working with management teams to develop growth or turnaround strategies. 

At Fidelity Ventures, he executed private equity and venture capital investments, focusing on the enterprise technology, security and communications sectors, including the firm’s investment in Xoom, which held an initial public offering and was acquired by Pay Pal for more than $1 billion.

At IBM, Mr. Tower was a member of the Corporate Venture Capital, Mergers & Acquisitions and Debt Capital Markets groups, where he facilitated the issuance of more than $2 billion in term debt, launched the company’s credit hedging program, managed $250 million of A/R factoring transactions, led venture investments in five expansion-stage technology businesses, and supported two business units in divestitures that generated $300 million in profit. 

Prior thereto, Mr. Tower was a Co-Founder of Vodium.com, which was acquired by Vcall.com.  From 1996 to 1999, he was a Financial Journalist at Bloomberg News.  Mr. Tower has published articles on corporate finance, derivatives and risk management in Bloomberg News, Bloomberg Magazine, International Herald Tribune, and the New York Times. 

Jonathan will be s

Charles Wade (he/him) serves as the Investment Director for Black Farmer Fund. He previously held senior roles at J.P. Morgan, Lehman Brothers, and Citigroup, where he originated, structured, and distributed a range of credit solutions for private equity firms, hedge funds, and asset managers. 

Charles enjoys animal husbandry, gardening, and backpacking, and he is passionate about leveraging his finance experience to support food entrepreneurs in their efforts to improve the health and sustainability of community food systems. He is an alumnus of the Just Economy Institute, a network of 200+ financial activists working to shift capital and power in service of a more just economy. 

Charles holds an MBA from the MIT Sloan School of Management and a BS from West Point.

Charles will be speaking on the panel, Ground Up: Revolutionary Models for Just & Equitable Community Investment on Wednesday, May 14th. 

Sima Thakkar (she/her) currently serves as RDF ’s VP of Health & Climate. Her work aims to increase access to capital to help build more inclusive, equitable, and resilient communities. She is leading RDF’s efforts to reinforce and expand critical community health infrastructure as well as equitable approaches to climate finance. 

Sima has over two decades of experience in community development working on programs focused on affordable housing and economic development programs in Phoenix, San Diego and Nashville. She is an Urban Planner with a Master of Regional Planning degree from Cornell University and B.A. in Urban Planning and Public Administration from Miami University.

Sima will be speaking on the panel, The State of Impact: Investing in Place on Wednesday, May 14th. 

Tomer Inbar represents US and international tax-exempt organizations (and for-profits that deal with them) in a broad range of structuring, compliance, and operating matters, including obtaining and maintaining tax-exemption, tax and corporate issues, impact and charitable investing, commercial endeavors, complex corporate structuring and capital aggregation mechanisms, regulatory and tax compliance, governance, conflicts of interest, operational policies and procedures, IRS audits and state attorney general investigations, unrelated business income tax issues, and compensation matters.

Tomer has an extensive background working with private foundations, public charities, social welfare organizations, and other tax-exempt entities, many of which are active worldwide, as well as for-profits that are looking to collaborate with, support, or otherwise engage with such organizations. He advises clients on issues, structures, and programs in the areas of community and economic development, poverty alleviation, education, arts and culture, environmental conservation and preservation, climate change mitigation, sustainable agriculture, food security and food systems, health, corporate governance, lobbying, and general advocacy.

Tomer has particular experience navigating the boundaries between charitable and market-based interventions and regularly assists tax-exempt organizations and impact-driven for-profits work together to maximize social impact and develop practical processes, policies, and guidelines to ensure compliance while allowing for innovation and collaboration.

Tomer will be speaking on the panel, The Law of the Land: How Policy and the Legal Field Is Redefining Impact's Future on Wednesday, May 14th. 

As CEO of Urbane, James Johnson-Piett is an evangelist for the collective and shared ownership of neighborhood-scale assets with investment in community anchor businesses and institutions as agents of innovation & change – building wealth in historically disinvested communities.

James has worked in 100+ communities across North America and the Caribbean, with over 1,500 small businesses, raising over $225 million for small business and community development initiatives. During his tenure, Urbane has co-developed over $800M in mixed-use, impact real estate, including over 2000 units of affordable housing.

James spearheads Urbane’s signature community wealth building initiatives, including: Flatbush Central, a $134M mixed-use development project featuring the redevelopment of a historic Caribbean marketplace and 255 units of affordable housing in Brooklyn; and the establishment of the Urbane CARE Fund, a pilot Community Investment Vehicle and Neighborhood REIT focused in NYC and Philadelphia, respectively, that uses a blended capital, place-based investment model explicitly focused on racial and economic justice.

James will be leading the workshop, Standing Firm: Practical Tools for Advancing Equitable Investments 

Erika Seth Davies is the CEO of Rhia Ventures, which aims to transform the U.S. market for sexual, reproductive, and maternal health through impact investing, ecosystem building, corporate engagement, and narrative change work. Erika is the Founder of The Racial Equity Asset Lab (The REAL), a venture that centers racial equity in impact investing and works to shift capital to address the persistent racial wealth gap. She previously served as Vice President of External Affairs at the Association of Black Foundation Executives, where she designed the SMART Investing Initiative to encourage foundations to incorporate a racial equity lens in endowment management practices.

Erika was previously the Associate Director of Philanthropy at McDonogh School and served as the Chief of Staff of the Baltimore Community Foundation. She enjoys volunteering and serves as a member of the board of Impact Hub Baltimore. Her most significant role is that of mother to Ethan and Evelyn.

Erika will be facilitating Peer Round Table: Investing in Equity on Thursday, May 15th. 

Michael O’Bryan is a passionate advocate for human rights and social change. He is the founder and CEO of humanature, a talent and organizational development firm with a mission of putting humanity at the heart of every organization. His work, fueled by the intersections of developmental science and design, resonates in both the public and private sectors. Notable clients such as Neighborworks America, Campbell Soup Foundation, and The Federal Reserve Bank of Philadelphia have benefited from his human-centered approach. 

Michael is a dedicated practitioner and researcher in the fields of community development, organizational culture, and human well-being. At Drexel University’s Lindy Institute for Urban Innovation, he founded and leads a design lab called "The Wealth and Work Futures Lab". The lab focuses on the futures of work and wealth building for communities that have intergenerationally struggled with fully accessing economic opportunities. Michael is also the co-author of "Connected Community: A Trauma Informed Community Engagement Toolkit," and was most recently a lecturer at The Weitzman School of Design at the University of Pennsylvania, sharing insights on community engagement and design research. 

Beyond his work endeavors, Michael is a highly sought-after keynote speaker, panel moderator, and featured presenter. He has spoken at national conferences and convenings for organizations like Comcast NBCUniversal, Workforce Matters, The US Conference of Mayors, Jobs For The Future, and The National Skills Coalition. He is proud to serve on the boards of three philanthropic institutions: The Samuel S. Fels Fund, The Union Benevolent Association, and The Philadelphia Cultural Fund. In recognition of his work and service Michael was awarded the Diversity in Business Award from The Philadelphia Business Journal and the Promise Leader Award from Worldmaker International.

Michael will be moderating the panel, Our Shared Future: Imagining and Enacting an Economy That Serves Life on Thursday, May 15th. 

Stephanie McHenry is the Chief Executive Officer at The Democracy Collaborative (TDC). This 20+ year-old think/do tank facilitates the implementation of community wealth building strategies resulting in democratic local economies operating within planetary boundaries. Demonstration projects and consultancies have been conducted in several U. S. cities and in Europe. In addition, TDC develops well-researched positions that describe more equitable alternatives to an extractive economy.

Prior to her role at TDC, Ms. McHenry was Vice President for Policy, Advocacy and Strategic Initiatives for Cleveland Neighborhood Progress (CNP), a nonprofit that supports community development organizations with technical assistance and financing.  

From March 2011 until January 2019, she was the Chief Financial Officer and Senior Vice President for Business Affairs & Finance at Cleveland State University (CSU), located in the heart of downtown Cleveland that served 15,000 students.  In this capacity, she oversaw critical university functions including finance, information systems & technology, capital planning, campus safety, facilities management, auxiliary services (dining, housing, arena, etc.), purchasing and human resources.  

Prior to joining CSU, Ms. McHenry served as the President of Urban Partnership Bank, Cleveland Region, where she managed local assets of $75 million. She previously served in various leadership roles at ShoreBank Corporation at affiliates in Arkansas and Cleveland, OH where she served as President of the bank for seven years.  

Ms. McHenry has served on boards nationally, working in industries ranging from banking to healthcare to public policy.  Her B. A. in Economics is from Dartmouth College.

Stephanie will be speaking on the panel, Investing in Transformative Impact for our Future: A Closing Conversation and Call-To-Action on Thursday, May 15th. 

Laura Callanan, founding partner of Upstart Co-Lab,  was senior deputy chairman of the National Endowment for the Arts, leading all grant-making programs, operations, and research before launching Upstart Co-Lab in 2015. As a consultant with McKinsey & Company’s Social Sector Office, Laura led work on social innovation, sustainable capitalism, and social impact assessment. She previously served as senior adviser at the United Nations Development Programme; executive director of the Prospect Hill Foundation; and associate director at the Rockefeller Foundation where, in addition to her responsibilities managing the endowment, she co-led the Foundation’s first impact investing efforts which included two investments in the creative economy: Smithsonian Folkways Records and netomat. Laura is a board member and immediate past chair for GlobalGiving Foundation and a member of the Global Creative Economy Council, supported by the British Council. She has been a visiting fellow at the Federal Reserve Bank of San Francisco, a scholar-in-residence at UC-Berkeley/Haas School of Business, a visiting scholar to the American Academy in Rome, the recipient of a Rockefeller Foundation Bellagio Fellowship, and an adjunct professor at the New York University’s Stern School of Business.

Laura will be facilitating Peer Round Tables: Investing in Cultural & Creative Economies on Thursday, May 15th. 

Brian Bernhardt provides strategic advice and sophisticated planning services to ultra-high net worth families and business owners. As a Certified Financial Planner, he works with families and their other trusted advisors to develop estate plans and investment approaches that align with their values and are focused on strategic asset placement, wealth transfer and tax efficient strategies.

Prior to joining Morgan Stanley Private Wealth Management in 2012, Brian served as a financial advisor at Deutsche Bank Private Wealth Management. He is a graduate of Cornell University with a B.A. in political science and international relations. He has served as trustee or board member for the Saint James School, the Agnes Irwin School, the St. Mark's Endowment, the Clay Studio and the Arts and Business Council of Philadelphia. Brian lives in the Berwyn, PA with his wife, two teenagers, and two dogs.

Brian will be making opening remarks on Thursday, May 15th. 

Zoila Jennings joined the Robert Wood Johnson Foundation in 2021, bringing her career focus on social justice and poverty alleviation—through targeted community financing—to her work as an impact investments officer.

Previously, Zoila served as senior relationship manager with U.S. Bank, the fifth largest commercial bank in the United States, as part of its Community Development Corporation. In this role she sourced, structured, and underwrote loans and equity investments to Community Development Financial Institutions (CDFIs). She also developed and executed investment initiatives to help address racial inequities, including a $25 million fund to support women of color microbusiness owners and the first CDFI-issued racial equity bond for targeted investments in underserved communities of color.

Prior to joining U.S. Bank, Zoila spent 10 years at JPMorgan Chase, New York, rotating in various roles including vice president for Community Development-New Markets Tax Credits, where she used tax equity to structure community development transactions. As a credit underwriter she managed a credit portfolio that included lending—from small working capital lines to large syndicated tax-exempt debt obligations—to nonprofit hospitals, higher education institutions, and social services agencies.

Zoila holds an MBA from Kellogg School of Management, and a BS in Business Economics with a concentration in Catholic Studies from Fordham University.

Zoila will be speaking on the session, Reimagining Health Futures: Impact-First Investment Frameworks for Transformative Systems Change on Thursday, May 15th. 

Anna Greenwald is the Founder & CEO of On the Goga, an HR tech company helping employers build high-impact, skills-based wellbeing programs—without adding more work to HR’s plate. On the Goga empowers HR teams to seamlessly implement and scale wellbeing initiatives that reduce burnout, improve engagement, and drive real business outcomes. Greenwald has spent the last decade supporting organizations like Johnson & Johnson, PwC, L’Oréal, Grubhub, and Lyft. A TEDx speaker, Greenwald serves on the board of Philly SHRM, and has held leadership roles with Philly Startup Leaders, the Mayoral Millennial Advisory Committee, and as an adjunct professor at Drexel University.

Anna will be leading Community Connection: Celebrating & Catalyzing Impact on Wednesday, May 14th.

Julianne Zimmerman is all in on durable, transformative, reparative systems change. In her current role as Co-CEO of Adasina Capital, she is on the front lines of social justice investing, drawing on more than 30 years’ experience putting technology and capital to work for the greater good. She has been a change instigator across multiple sectors, where she and her co-conspirators have catalyzed industry shifts, won awards, and set new standards. She created the highly-rated Innovative Social Enterprises course for Tufts University and taught there for eight years. Julianne is an active participant in communities advancing racial / social / gender equity; serves as a part-time GP with Malaika Ventures and an advisor to the Criterion Institute and Global InvestHer; speaks and writes on innovation and impact; mentors with MIT VMS and others; and frequently serves as a reviewer, judge and connectrix in the US and abroad.

Julianne earned two SB degrees from MIT an MS from the University of Maryland, an executive certificate from Presidio Graduate School; and completed CRT Summer School. She served as an EMT in Maryland and Massachusetts, and was a two-time NASA astronaut finalist, 2020 World Changing Woman, and 2022 Forbes 50>50 honoree.

Julianne will be moderating the panel, The State of Impact: Investing in Planet on Wednesday, May 14th. 

Noelle St.Clair Lentz is Co-Founder, CEO and Managing Director of Allivate Impact Capital®, an impact investing fund manager and subsidiary of Woodforest Financial Group®. Noelle is also Senior Vice President, Impact Investing and Strategic Initiatives Director at Woodforest National Bank®. In this role, she spearheaded the bank’s impact investment strategy across its 17-state footprint in line with Community Reinvestment Act (CRA) objectives. She also identified and executed over $100 million innovative, high-impact investments across asset classes.

Through her leadership, Woodforest and Allivate have been recognized as impact investing leaders by Forbes, Sorenson Impact Center, Impact Assets IA50, Texas Bankers Association and more. Woodforest also received a global award for societal and community impact from Bank Administration Institute (BAI) for one of their innovative fund models.

Prior to joining Woodforest, Noelle served as Advisor and Outreach Manager for Federal Reserve Bank of Philadelphia, where she published research and hosted national events on community development finance and impact investing trends. She led the Federal Reserve’s exploration of impact investment options for its employee pension funds, including presenting the strategy to Federal Reserve Board of Governors and Federal Reserve Bank presidents.

 She graduated from Penn State University (BA in Economics and Philosophy) and Drexel Lebow College of Business (MBA in Finance). Noelle was also selected as a 2022 Rising Star by the Philadelphia Business Journal as part of its annual Women of Distinction program. Only five individuals were selected for this honor by the expert Forum of Executive Women. The award showcases some of the region's groundbreaking women 35 years of age and younger. She was also named to Drexel University’s 40 Under 40 in 2023. She is Co-Founder and Board Chair of The WOW Center, a community based nonprofit organization offering various programs and services across New Jersey and the Greater Philadelphia area.

Noelle will be speaking on the panel, Our Shared Future: Imagining and Enacting an Economy That Serves Life on Thursday, May 15th. 

John Cochrane is Director, Policy & Special Projects, at the U.S. Impact Investing Alliance. The Alliance is a non-profit organization dedicated to building the impact investing ecosystem by bridging market gaps and addressing shared challenges. At the Alliance, John helps to lead a range of program areas, including public policy advocacy, investor engagement and education, and the work of the Global Steering Group on Impact Investing. Prior to joining the Alliance in 2017, John was Associate Director for Social Innovation at the Council on Foundations, where he created impact investing programs to educate and train community, corporate and private foundation staff. He has also worked with the Inter-American Development Bank, White House Business Council, U.S. State Department, and Morgan Stanley.

John will be speaking on the panel, (Un)Common Ground: A Candid Conversation on Where We Stand on Wednesday, May 14th. 

Chelsea is an impact investing and food justice professional with over 10 years of experience. Prior to joining Common Future, they were the lead architect of the impact strategy and implementation for 2 impact funds, one focused on youth education and one on fiscal justice in Black cities. She is also committed to food justice in her community as as a Co-Steward of the Blue House Garden for Black trans and queer folks in the Baltimore area.

Chelsea will be speaking on the panel, Serve the People: A Populist Call to Capital on Wednesday, May 14th. 

Otho E. Kerr III is the Director of Strategic Partnerships and Community Impact Investing, As the capital connector, Otho works to connect capital with innovative ideas in the areas of climate-related risks to low- and moderate-income populations, the economic drivers of health, and household financial well-being. Prior to joining the New York Fed, Otho was the Chief Investment Officer for Acumen, an international impact investment firm that invests in early-stage companies whose products and services enable the poor to transform their lives. Previously, Otho was a founding partner and Chief Operating Officer with Encourage Capital, a solutions-oriented impact investment firm that seeks to leverage private capital to solve critical environmental and social problems.

Otho has worked in investment banking and asset management for over thirty years, starting at Goldman Sachs & Co. He began his professional career as an attorney with Simpson Thacher & Bartlett. Otho received an undergraduate degree from Dartmouth College and a J.D. from The Harvard Law School, and was the first member of his class to receive the Dartmouth Alumni Award. He is on the Board of Trustees of the NAACP Foundation, the Board of Directors of the Hetrick-Martin Institute, the nation’s largest LGBTQ youth services organization, and the Board of Directors of the HATCH. He also serves on the National Academy of Medicine’s Advisory Committee on A Culture of Health Program. Otho enjoys running, skiing, and travel, and is an active member of TED.

Otho will be speaking on the panel, Impact 2025: The State of the Field, on Wednesday, May 14th. 

Adriana Abizadeh is the executive director of Philadelphia-based Kensington Corridor Trust (KCT). The mission, duty, and purpose of the KCT is to utilize collective ownership to direct investments on the corridor that preserve culture and affordability while building neighborhood power and wealth in Kensington. Adriana is also a policy fellow at Princeton University and Rutgers University. 

With deep interests in public policy, Adriana has taken every opportunity to utilize her privileged position as a nonprofit leader to speak out for what she believes in and to lift the voices of impacted community members. Immersed in policy initiatives, she has facilitated community collaboration to address the intersectionality between immigration status, housing, poverty, and race. 

Adriana has a BA in Political Science from Rutgers University with a minor in Security Intelligence and Counter Terrorism. She also has an MS in Public Policy from Drexel University. She has committed herself to serving on several boards that reflect some of her deepest passions: immigration, racial and health equity, and youth development. When Adriana isn’t serving her community, she is at home with her two children and their dogs.

Adriana will be speaking on the panel, Ground Up: Revolutionary Models for Just & Equitable Community Investment on Wednesday, May 14th. 

Tim co-founded Terra Alpha Investments, where he serves as Chief Investment Officer and Managing Partner.

With over 35 years in investment management, Tim spent the majority of his career at Capital Group Companies. Initially as an equity analyst and later as one of the lead portfolio managers several funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund, with direct responsibility for over $26 billion in client assets.

Previously, he worked as a strategic advisor to CDP (formerly Carbon Disclosure Project) and as the Director of Strategic Planning for the Piedmont Environmental Council. At the College of William & Mary, Tim served on the Board of Visitors (including as Chair of the Finance Committee and the Investment Sub-committees), and he chaired the Board of the Reves Center of International Studies.

Currently, Tim serves on the board of The Nature Conservancy (Virginia Chapter) and as Chair of the Advisory Board of the Global Research Institute at The College of William & Mary. He is also on the PATH Foundation Investment Committee, and a member of the Leadership Council of ecoAmerica and the Global Leadership Council of the World Resources Institute.

Tim will be speaking on the panel, Investing in Transformative Impact for our Future: A Closing Conversation and Call-To-Action on Thursday, May 15th. 

Tayyib Smith is a dynamic entrepreneur working at the intersections of art, real estate, and economic vitality. As founding partner of The Growth Collective³, he focuses on breaking down systemic barriers in communities of color by providing essential advocacy, resources and capital. In real estate, his leadership at Smith & Roller Holdings promotes inclusive, holistic urban development. Through projects like Legacy Reclaimed - the 7th Ward Tribute and A Dream Deferred PHL, Smith highlights the power of cultural heritage in revitalizing neighborhoods. His board roles with  organizations such as Kensington Corridor Trust,  Prizm Art Fair, Black Star Projects further demonstrate his commitment to fostering economic vitality through the arts.

Tayyib will be facilitating Peer Round Tables: Investing in Cultural & Creative Economies on Thursday, May 15th.  

Anna Fink is the founding CEO of the Amalgamated Charitable Foundation. 

Anna is an organizer whose commitment to social justice, centering communities, and breaking down long-standing silos and power dynamics is reflected in her track record of innovation and acceleration of resources to fuel social change.

Since its founding just six years ago, ACF has moved more than $1 billion under Anna’s direction to support communities and organizations working on vital issues from democracy and human rights to economic equity by focusing on expanding tools and services to incubate, service, and scale. 

 Anna joined Amalgamated Bank in 2016 as the First Vice President of Philanthropy after leading the development of a large private philanthropic initiative supporting women’s equality across the US and Latin America. Career highlights include serving as the Senior Advisor to the President of the AFL-CIO on Innovation and Philanthropy and as a Senior Program Officer at the New World Foundation where she launched the LIFT Fund, a collaborative fund dedicated to supporting the future of worker representation. She has also served as a trustee of the Berger-Marks Foundation and as a board member of New Media Ventures.

Anna will be speaking on the panel, This is How We Do It: Adapting Impact Models in Dynamic Times on Thursday, May 15th

Lawrence Watkins is a strategic and community-oriented leader with experience as an entrepreneur, early-stage investor, and community developer. Holding multiple positions in the online education and philanthropic industries, Lawrence specializes in the synthesis and structuring of data to achieve deep insights that leads to zero-to-one growth. 

Currently, Lawrence as the Head of Black Capital Strategy for Atento Capital, a Tulsa-based investment firm focused on returns, quality job creation, and community building through economic development. In his role, Lawrence advises large foundations on how they can best use their philanthropic resources to create a sustainable Black economy in Tulsa.

Previously, Lawrence served as the Head of Tulsa Investments for Atento, where he successfully sourced, led due diligence, and closed financing for early-stage startups through its $20M venture capital fund.

Lawrence will be speaking on the panel, The State of Impact: Investing in People 

Dr. Kimberly McGlonn is an award-winning social entrepreneur and thought leader working at the intersections of social justice & environmentalism.

Her work has been featured by Fast Company, Inc. Magazine, Essence, and has been funded by Beyonce’s BeyGood Foundation. In 2022, she was a recipient of the Visa’s “She’s Next in Fashion Award” and the Black Enterprise “Business Disruptor of the Year” award. In 2023 & 2024, she was named “150 Most Influential Philadelphians” by Philadelphia Magazine. Within the fashion industry, she empowers aspiring creative entrepreneurs who seek to align their visions with social and environmental consciousness.

Her new book "Build It Boldly: How Daring Business Leaders Can Gain Influence and Create Impact" distills her expertise into an offering that inspires diverse audiences to optimism and agency.

Kimberly is the Emcee for Total Impact Summit and will be speaking throughout the day. 

Kate Poole is an anticapitalist investment advisor who co-founded Chordata Capital with Tiffany Brown in 2018. Chordata Capital supports investors in moving money off of Wall Street into community investments that center racial and economic justice. Kate has worked in the local investing ecosystem since 2009, and has been a member of Resource Generation since 2013. She co-founded Regenerative Finance in 2014 to organize other inheritors to shift control of capital to frontline communities. She served on the board of the New Economy Coalition from 2018-2023.

Kate is a white Jewish dyke from an owning-class family. She loves dance and feminist performance art, and making quilts and paintings. She lives in the Philadelphia area with her wife, who is also named Kate.

Kate will be moderating the panel Ground Up: Revolutionary Models for Just & Equitable Community Investment on Wednesday, May 14th. 

IFTF Director Dylan Hendricks produces IFTF’s Ten-Year Forecast, the public expression of IFTF’s foundational research. Dylan brings strategic imagination and a whole-systems perspective to his work across the Institute, facilitating and synthesizing diverse perspectives and disciplines to better understand and communicate the macro forces that are transforming our lives, our organizations, and our communities.  Dylan’s original design framework, Systems Mythology, has been taught to thousands of students, executives, and foresight practitioners around the world, and formally recognized by the Association of Professional Futurists.

Dylan will be leading Community Connection: Imagining + Enacting the Future on Thursday, May 15th. 

Lyneir Richardson is CEO of The Chicago TREND Corporation (TREND), a commercial real estate firm that owns urban shopping centers and provides economic advisory services to corporations, government agencies and large philanthropic organizations. Lyneir is also Associate Professor of Professional Practice at Rutgers Business School and serves as the Executive Director of the university’s Center for Urban Entrepreneurship and Economic Development.  

Previously, Lyneir was the CEO of the primary economic development corporation in Newark, NJ attracting investment and jobs to the city during two mayoral administrations. Prior to that he also served as Vice President of General Growth Properties Inc. and led a national initiative to develop shopping centers in urban underserved areas.  Early in his career, Lyneir founded LakeShore Development and Construction Company and was named a U.S. Small Business Administration "Young Entrepreneur of the Year." Lyneir began his career as a corporate attorney at the First National Bank of Chicago.  

Lyneir holds an appointment as a Nonresident Senior Fellow of the Brookings Institution. He graduated from Bradley University and the University of Chicago Law School.

Lyneir will be faciliating the workshop, Power-Building in Place: Tools for Community Control & Wealth Creation on Thursday, May 15th. 

Sean-Tamba Matthew is a shareholder of the law firm Stevens & Lee and also works with its affiliated business, SES ESOP Strategies. He advises companies, business owners, boards of directors, and employee stock ownership plan (ESOP) trustees on transactional, corporate governance, and formation matters related to the design and implementation of ESOPs. Sean is a frequent guest speaker on a range of ESOP-related issues.

Sean is also a Kellogg Fellow at the Rutgers School of Management and Labor Relations. There he coordinates the Institute for the Study of Employee Ownership and Profit Sharing’s W.K. Kellogg Foundation program, which helps minority and female business owners and their advisors learn about employee ownership transitions. In addition, Sean is a member of the board of directors of Empowered Ventures, an ESOP-owned holding company headquartered in Indiana, an advisory board member of Talley Management Group, an employee-owned company based in New Jersey.

In addition to his professional work, Sean serves as a member of the Board of Directors of Independence Mission Schools, a network of 14 independent Catholic schools providing a transformative education to children of all faiths across Philadelphia, and Nutritional Development Services of the Archdiocese of Philadelphia, an organization dedicated to alleviating food insecurity in Southeastern Pennsylvania.

Sean was named among the 2021 Greater Philadelphia Region’s “40 Under 40” honorees by the Philadelphia Business Journal. He received his J.D. from Temple University Beasley School of Law and a B.A. in Political Science from the University of Pennsylvania.

Sean will be speaking on the panel, Serve the People: A Populist Call to Capital on Wednesday, May 14th. 

Chintan Panchal is the Co-Founder and Managing Partner of RPCK Rastegar Panchal LLP, an international law firm specializing in developing innovative financial solutions to some of the world's most persistent challenges.  RPCK has developed a market leading impact investing and blended finance practice, drawing upon the team's deep global venture capital, private equity, fund formation, and debt finance experience. Chintan advises some of the world's most forward-thinking investors and enterprises, including leading family offices, development finance institutions, pioneering impact investors, and social entrepreneurs.  RPCK is a 5-time Grunin Prize nominee, which recognizes the most innovative impact investing transactions each year.  In addition to leading RPCK, Chintan is an impact investor, he teaches in the Impact Finance Innovations Programme at the University of Oxford, Said Business School, and lives outside of NYC with his wife and two young daughters.

Chintan will be speaking on the panel, The Law of the Land: How Policy and the Legal Field Is Redefining Impact's Future on Wednesday, May 14th. 

Ian Fischer if the Co-Founder and Co-Executive Director of Working Power.  He has 20 years of experience at the intersection of community economic development and clean energy innovation. For Working Power he directs strategy, project development, and investments.  Over the past decade, Ian has overseen $200M in capital deployment into solar, microgrids, efficiency, and resilience projects. Before UI, Ian was the Vice President at Clean Energy Solutions, Inc., where he managed national multidisciplinary teams that partnered with states and municipalities nationwide to design and execute energy efficiency and renewable energy programs. Ian has extensive experience developing community-centered clean energy projects utilizing creative approaches to public and private equity to drive climate resiliency.

Ian will be facilitating Peer Round Tables: Investing in Climate Solutions on Thursday, May 15th. 

Simran Sidhu serves as president of Spring Point Partners (SPP), a Philadelphia-based social impact organization. Having lived across multiple countries and cultures, Simran grew up with a front-row view of justice and an expansive understanding of the diversity and interconnectedness of humanity. After graduating from the University of Bombay, Simran earned a master’s degree from Temple University. As YouthBuild Philadelphia Charter School’s executive director, she saw the organization through 15 years of growth, celebrating as more than 3,000 young people successfully reclaimed their education. In 2017, Simran took the helm in building The Hive, one of the SPP’s inaugural impact programs. As EVP of Impact, she went on to oversee the breadth of the organization’s grantmaking and impact investments.

Under Simran’s leadership, the organization has developed hundreds of partnerships, embraced a unique orientation to learning, and worked to balance trust-based philanthropy with accountability. Having drafted the blueprints for SPP’s impact approach and spearheaded its response to COVID-19, Simran continues to lead with curiosity and commitment to community. Simran’s insights have been sought out locally and nationally as a board member, coalition leader, and speaker in spaces including the Community College of Philadelphia, the Greenlight Fund, the Shultz Family Foundation, Philadelphia Business Journal, and TedX. As a mother, active member of her local community, and avid collector of podcasts and human stories, Simran is always open to conversations about community and connection.

Simran will be giving opening remarks on Wednesday, May 14th. 

Jorge Fontanez is the Chief Executive Officer at B Lab U.S. & Canada, a Global Partner of the nonprofit B Lab, commonly known for certifying for-profit companies trademarked as B Corps, who, as a community, are mobilizing to change the economic system to benefit all people and the planet. He founded Marca Studio in 2015, a brand and marketing strategy consultancy, serving for-profit social enterprises and nonprofits.  He is a First Mover Fellow of The Business & Society Program at The Aspen Institute. Jorge brings the mindset of an intrapreneur to his work, having dedicated his private sector career focused on stakeholder engagement at the intersection of marketing, technology and sustainability. His perspective on business as a driver for social change was formed by his experiences in leadership roles at Alcoa, Colgate-Palmolive, and JPMorgan Chase & Co. Jorge received his MBA from Stern and a BSE from The Wharton School at the University of Pennsylvania.

Jorge will be speaking on the panel, Investing in Transformative Impact for our Future: A Closing Conversation and Call-To-Action on Thursday, May 15th. 

Melanie is the head of Family Office Resources (FOR) Field Engagement and oversees FOR's Generalist and Associate teams who manage the delivery of all UHNW resources to the firm's wealthiest clients, including estate and trust planning, family governance, wealth education and philanthropic advisory.  She is also the President of Morgan Stanley Global Impact Funding Trust (GIFT), the firm’s Global Community Foundation and oversee Philanthropy Management's advisory services and philanthropic platforms.

Melanie is an entrepreneur. She has guided Philanthropy Management from a small startup to a business advising on hundreds of billions of dollars of philanthropic resources annually. In 2023, in partnership with Morgan Stanley @ Work, Melanie will be launching a donor advised fund platform for companies bringing the benefit of philanthropy to the workplace.  In 2018, she launched MS GIFT Cures, a novel life sciences philanthropic accelerator reimagining the strategy of getting drug discoveries from the laboratory into patients. Melanie launched Morgan Stanley GIFT in December 2000, the firm’s global donor advised fund, which has received over $9.5 billion in contributions and made in excess of $4.4 billion in grants.  In 2012, she launched Foundation Management Services, a philanthropic advisory and administrative platform for corporate and private foundations and created the firm’s Nonprofit and Endowment Consulting Services and Nonprofit Professional and Board Placement Services. 

Melanie is a convenor.  She has designed and facilitated hundreds of intimate and large conferences, salons and donor circles, around the globe.  Commencing in June 2016, her team hosted The Exchange NYC, Exchange West, and the Co-Lab Summits, live and virtual conferences in NYC and Los Angeles on scaling social good through philanthropy and impact investing. These convenings focused on racial equality, creating a cancer-free economy, Jewish, Catholic, and Christian values, food insecurity, sanitation, water crisis, and ending Alzheimer’s, resulting in several billion dollars of philanthropic capital moving into philanthropy and impact investments.   

Dafina Williams is the Executive Vice President, Chief Public Policy Officer, and Head of Government Affairs at Opportunity Finance Network, a leading national network of more than 475 mission-driven community lenders. With more than 18 years of experience in the CDFI industry, she leads the organization's public policy, legislative affairs, and regulatory initiatives. Prior to assuming her current role, Dafina played a pivotal role in shaping OFN's policy agenda, concentrating on federal appropriations, small business policy, and fair lending practices.

Dafina serves on several boards, including the National Association of Affordable Housing Lenders (NAAHL), Small Business Majority, CDFI Coalition, Community Opportunity Alliance, First Children’s Finance, and the Responsible Business Lending Coalition. She also lends her expertise to the New Markets Tax Credit Advisory Board of Self-Help Ventures Fund and the Community Advisory Board of the American Fintech Council.

Dafina graduated magna cum laude from Temple University, where she received a BBA in Economics.

Dafina will be speaking on the panel (Un)Common Ground: A Candid Conversation on Where We Stand on Wednesday, May 14th from 10:35-11:25 AM. 

Noni Session  is Co-founder and Executive Director of the East Bay Permanent Real Estate Cooperative that supports BIPOC and allied communities to finance, purchase, and steward collectively owned land and housing. A 3rd generation West Oaklander and cultural anthropologist. Noni carried out her doctoral studies in international humanitarian strategies in global development. After a 2016 run for Oakland city council where she garnered more than 43% of the District 3 vote, Noni saw a clear path to ameliorating resource disparities and slowing rapid racialized displacement in her West Oakland community through building cooperative networks and galvanizing collective economic action. In addition to co-founding EB PREC, Noni is also a founding board member of BlacSpace Cooperative, and a founding steward of New Emerald Earth, a Black-led rural intentional community, in the heart of Mendocino County.

Noni will be speaking on the panel, Ground Up: Revolutionary Models for Just & Equitable Community Investment on Wednesday, May 14th. 

Nick Ashburn, CSRIC is the founder and CEO of Personawealth, a digital financial wellness company combining psychology and financial planning to help households address the emotional and relational sides of money to align financial decisions with their well-being. He’s also co-host of the HomeEc podcast, exploring the intersection of money, relationships, and mental health. Before Personawealth, Nick was Managing Director and Head of Responsible Investing at PNC Bank’s Asset Management Group and Senior Director at the Wharton Social Impact Initiative, where he hosted "Dollars & Change" on SiriusXM. He holds a master’s in education and human development from Penn, a certificate in financial therapy from Kansas State University, and a bachelor’s in international political economy and German from Belmont University. Nick has taught design thinking and social innovation at the University of Texas-Austin and Penn, and he was a Fulbright teacher in Austria.

Nick will be leading Reclaiming Financial Wellness: Aligning Money with What Matters Most on Thursday, May 15th. 

Jay Lundy is the Managing Director of NAACP Capital, a fund of funds and direct investing platform investing in venture capital firms and startups that close gaps and drive positive outcomes in underserved communities.  

Prior to his role at NAACP Capital, Jay advised family offices on startup and venture capital fund investments; led growth strategy and transformation projects at Boston Consulting Group (BCG); and served as a middle and high school public school teacher in New York City with Teach for America. Jay also has entrepreneurial experience and has founded two companies, a consumer wellness company and a govtech platform. 

Jay is based in Los Angeles with his wife, Honor, and their two young children. Jay graduated from Harvard College and received his MBA from The Wharton School and his MPP from Harvard Kennedy School. He serves on several startup and nonprofit boards, including The Center for Reproductive Rights.

Jay will be speaking on the panel, Today's Moonshots: Big Visions Worth Fighting For on Wednesday, May 14th. 

Dahna Goldstein is Managing Partner at Halcyon Venture Partners, investing in seed-stage ventures across health, climate, and equitytech. A two-time founder, she launched PhilanTech (acquired by Altum) and Resistance by Design. Previously Chief Investment Officer at Halcyon, she is a Senior Fellow at New America and an Entrepreneur in Residence at Georgetown University, where she also taught tech entrepreneurship. A graduate of Williams College, she holds a master’s in education from Harvard and an MBA from NYU Stern. Named one of BusinessWeek’s “25 Most Promising Social Entrepreneurs,” she has also been recognized as a Newsweek “Woman Entrepreneur to Bet On” and a Washingtonian Tech Titan.

Dahna will be speaking on the panel, The State of Impact: Investing in Planet on Wednesday, May 14th.

Hallie has extensive experience as both an allocator and an operator. Prior to Founding Expect Equity in 2021, she served as the Chief Operating Officer of Rock Springs Capital, a healthcare-focused hedge fund that grew substantially during her tenure. Prior to Rock Springs, Hallie was a Principal at Makena Capital where she managed the $3.5B global equities portfolio including investments in long-only funds, long-short equity funds, and public-private hybrid funds. Earlier in her career she selected equity managers at Hall Capital Partners and prior to that, she was a buy-side equity analyst.  Hallie has an A.B. in Economics from Princeton University where she played soccer and rugby and an MBA from Stanford Graduate School of Business.  She previously served as Trustee of McDonogh School in Owings Mills, MD and currently serves as  Trustee of St. Mary’s Episcopal School in Memphis, TN from which she graduated in 1994.  Hallie and her family live in the Baltimore area.

Hallie will be facilitating Peer Round Table: Investing in Equity on Thursday, May 15th. 

Emily leads Private Wealth Management at Ellevest, as well as advises individuals, families and institutions. Having previously worked at J.P. Morgan’s Private Bank, she has extensive experience as an advisor to high and ultra high net worth individuals, families, endowments, and foundations. Emily received a BA from the University of Wisconsin-Madison. She is a steering committee member of Alvin Ailey’s Young Patron Circle. Emily currently resides in New York City with her husband and two children.

Emily will be leading the workshop, Standing Firm: Practical Tools for Advancing Equitable Investments on Thursday, May 15th. 

Eliisa Frazier is the Vice President of Impact Capital Initiatives at the Low Income Investment Fund (LIIF), a role she originated to advance the national CDFI’s impact strategy for its capital deployment. Her work includes leading LIIF’s Impact-Risk-Profitability framework (the IRP)—a decision-making framework that elevates an assessment of impact alongside financial risk and return—and developing innovative solutions to increase access to capital for historically under-served communities.

Prior to taking this role, Eliisa held lending positions at LIIF in community facilities, and at Wells Fargo in middle market banking, working with a variety of non-profit, real estate, and commercial and industrial businesses. Additional experience includes publicity at a large publishing house, program management at an educational technology company, and several stints as a volunteer tax preparer with the VITA program.

With both an undergraduate degree in Theater Studies from Yale University and an M.B.A. from the Ross School of Business at the University of Michigan, Eliisa brings a unique right brain/left brain approach to her work. She uses an artist’s eye for innovation and experimentation to push the boundaries of what’s possible, while applying rigorous problem solving and strategic thinking to drive results and outcomes. She was born and raised in New York City and identifies as biracial, Black, African American, and Finnish.

Eliisa will be speaking on the panel, Reimagining Health Futures: Impact-First Investment Frameworks for Transformative Systems Change on Thursday, May 15th. 

Carolyn Kousky is founder of Insurance for Good, Associate Vice President for Economics and Policy at Environmental Defense Fund, and author of Understanding Disaster Insurance: New Tools for a More Resilient Future and an editor of A Blueprint for Coastal Adaptation. She is a member of the Federal Advisory Committee on Insurance at the U.S. Department of Treasury, a member of the High-Level Advisory Board on the Financial Management of Catastrophic Risks at the OECD, and the vice-chair of the California Climate Insurance Working Group. She has published numerous articles, reports, and book chapters on the economics and policy of climate risk and disaster finance and she is routinely cited in media outlets. She was previously Executive Director at the Wharton Risk Management and Decision Processes Center at the University of Pennsylvania. Kousky has a BS in Earth Systems from Stanford University and a PhD in Public Policy from Harvard University.

Carolyn will be leading the workshop, Climate Impact Architecture: Building Investment Models That Center Justice on Thursday, May 15th. 

Edgar joined Amalgamated Bank after completing law school in 2006. He began his tenure with the Bank in the General Counsel office in the role of Associate General Counsel. For the first nine years, Edgar focused on regulatory compliance, examinations, corporate governance, and served as a legal adviser to Amalgamated’s senior management. For the next three years he managed the Bank’s compliance and enterprise risk function as the Chief Compliance Officer then Chief Risk Officer. Edgar also served as the Northeast Regional Director overseeing a commercial banking and lending team focused on labor unions, nonprofits, social enterprises and community development organizations.  He is active with various industry groups and serves on the NYC Workforce Development Board.

Edgar will be speaking on the panel, This is How We Do It: Adapting Impact Models in Dynamic Times on Thursday, May 15th. 

Greg serves as Director of Insurance Solutions at Sage Advisory Services, focusing on the development of portfolio management strategies and risk management solutions for both commercial insurance companies and risk-bearing entities in the world of alternative risk transfer.  In 2024, he entered Captive Review’s prestigious Global Power 50, and for the fourth consecutive year, he was recognized by Captive International as Insurance Asset Manager of the Year.  He also serves as a faculty member for investments at the International Center for Captive Insurance Education.

Greg began his career holding Senior Portfolio Management roles at SunTrust and Bank of America, with a keen focus on insurance company portfolio management. Later roles included Managing Director and Chief Investment Officer for Sovereign Advisers and Lead Strategist and Director of Fixed Income at Boyd Watterson Asset Management. He holds a BS in Economics from the University of North Carolina at Chapel Hill and is a member of the CFA Institute.

Greg will be speaking on the panel, The State of Impact: Investing in Planet on Wednesday, May 14th. 

Oscar is senior economic justice correspondent at Next City and author of “The Banks We Deserve: Reclaiming Community Banking for a Just Economy. (Island Press)” Since 2011, Oscar has covered community development finance, impact investing, economic development, housing and more for media outlets such as Shelterforce, Impact Alpha, Yes! Magazine, City & State New York, The Philadelphia Inquirer, B Magazine and Fast Company. Oscar is a child of immigrants descended from the former colonial subjects of the Spanish and U.S. imperial regimes in the Philippines. He was born in New York City and raised in the inner-ring suburbs of Philadelphia.

Oscar will moderate the panel, Serve the People: A Populist Call to Capital on Wednesday, May 14th. 

As Senior Vice President, Member Experience and Partnerships, Melanie plays a strategic leadership role at Mission Investors Exchange, helping to set organizational direction. She works with our members to identify and drive additional resources towards innovative impact investing opportunities, facilitates partnerships across the sector, and represents our network in an increasingly expanding field.

Melanie began her career as a member of the U.S. Foreign Service and subsequently managed family offices and a private foundation. She has deep experience in the nonprofit sector, having been in leadership roles in four membership associations and nine nonprofit organizations. Melanie is a board member of the Energy Foundation and a founding member of the Impact Investing Committee for the Council of Michigan Foundations and Invest for Better. She is a graduate of Indiana University and is based in Seattle. 

Melanie will moderate the panel, Tools of the Impact Trade: What's Working to Efficiently & Effectively Move Impact Capital + Manage to Results on Wednesday, May 14th. 

Khaliff Davis, CFA, is the Managing Director of Fund Management. In this role, he leads Reinvestment Fund’s Growth Capital capability, which includes the creation and management of structured funds, co-investment opportunities, and other growth-oriented investments that support both corporate mission and strategic priorities.

He has over a decade of experience in the commercial finance and real estate development sectors, serving as a commercial lender at Reinvestment Fund and Capital Impact Partners and as an affordable housing developer at the Integral Group. Davis began his career working with youth and families as a classroom teacher in Metro Atlanta.

He holds a Master of City and Regional Planning from the Georgia Institute of Technology and a B.A. in Economics from the University of Pennsylvania. He is a Chartered Financial Analyst.

Khaliff will moderate the panel, The State of Impact: Investing in Place, on Wednesday, May 14th.