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Sessions on May 01, 2023

08:00 AM

Breakfast & Networking

08:00 AM - 09:00 AMThe Franklin Sqaure
09:00 AM

Total Impact Summit 2023 Welcome

09:00 AM - 09:10 AMThe Forum
    Margaret Berger Bradley
    VP, Strategic Initiatives, Ben Franklin Tech PartnersBen Franklin Tech Partners
    Margaret Berger Bradley is an ImpactPHL Board Member and the Vice President of Strategic Initiatives at Ben Franklin Technology Partners of Southeastern Pennsylvania. She joined Ben Franklin to lead the development and implementation of strategies and projects focused on creating partnerships that expand Ben Franklin’s access to capital and further the overall mission, with a particular focus on emerging impact investment strategies. She has spent more than 25 years focusing on community and economic development, building organizational capacity and managing philanthropic investments, and has had a particular focus on communications, strategic planning and implementation and organizational systems and growth. As Executive Director of the Goldman Sachs 10,000 Small Businesses Initiative – Greater Philadelphia, she worked with partners across the region and a top-notch team at the Community College of Philadelphia to provide small business owners poised for growth with an experience many have called ‘transformational.’ She was until 2012 Chief Operating Officer at TRF, a national leader in neighborhood revitalization, which has invested over $1.5 billion in homes, schools, supermarkets, and other community resources, in pursuit of its mission of creating opportunities for low-wealth people and places. Prior to TRF, Ms. Bradley was a member of The Conservation Company (now TCC Group), where she provided management consulting and organizational development and planning services to corporate and private grantmakers and nonprofit organizations across the United States. Her six years at the U.S. Environmental Protection Agency included developing enforcement training for implementation in Eastern and Central Europe, managing a major recruitment campaign and consulting on organizational changes. Ms. Bradley holds an M.B.A. from Yale University and a B.A. from the University of Virginia.
    https://www.sep.benfranklin.org/
    Stephanie Humphrey
    Technology and Lifestyle Expert, Fox 29’s Good Day Philadelphia, Cheddar TV, and other broadcast outletsFox 29’s Good Day Philadelphia, Cheddar TV, and other broadcast outlets
    Technology and Lifestyle Expert Stephanie Humphrey’s mission in life is to show people how technology can make their lives easier. Stephanie is a former engineer who was most recently a contributor to ABC News as Tech Expert on the nationally syndicated daytime talk shows Good Morning America and GMA3: What You Need to Know. She is currently an on-air tech contributor to Fox 29’s Good Day Philadelphia, Cheddar TV, and other broadcast outlets. Stephanie is a tech contributor to WDAS 105.3 FM and WURD 900 AM and completed her first TEDx talk in March 2022. She is also a content creator who uses social media to help people understand tech basics with her weekly 60-Second Tech Break on various platforms @TechLifeSteph. You can also see an expanded version – the Ten-Minute Tech Break – on QVC Plus, the streaming channel for the QVC Shopping Channel. In addition, Stephanie is an experienced emcee, event host, panel moderator, and brand spokesperson. And don’t forget to check her out as one of the co-hosts of The Tech Jawn, streaming wherever you listen to your podcasts. Stephanie is also a professional speaker and her signature seminar, ‘Til Death Do You Tweet, helps people understand the potential negative consequences of online behavior - especially through social media - and gives helpful advice on how they can maintain a positive reputation in cyberspace. Her book, “Don’t Let Your Digital Footprint Kick You in the Butt!” expands on these concepts and helps the reader build their personal brand on the internet. Stephanie holds engineering degrees from Florida A&M University and the University of Pennsylvania.
    https://www.youtube.com/user/sthumphrey24
    Tova Lobatz
    Executive Director of Strategic Partnerships, SOCAP GlobalSOCAP Global
    Tova joined SOCAP in 2022 and previously was in the arts and non-profit sector. She has created public art organizations and uplifted the work of artists and arts organizations for over 13 years. Tova’s passion is providing a platform, connections, or resources for entrepreneurs, artists, changemakers, and out-of-the-box thinkers to achieve a vision that lights a spark in themselves and others. When she’s not busy at SOCAP, Tova curates art shows in San Francisco, goes hiking with friends and family, and takes her dog to the beach.
    socapglobal.com
    09:10 AM

    The State of the Field: Impact Here & Now

    09:10 AM - 10:10 AMThe Forum
      Tynesia Boyea-Robinson
      President & CEO, CapEQCapEQ
      As an entrepreneur, Six Sigma blackbelt, and technologist, Tynesia helps businesses achieve their true potential through social impact. She has been religiously leading and writing about enterprises that “do well and do good” for over a decade. As President and CEO of CapEQ™, which she founded in 2011, she demonstrated how business and community goals can align towards mutual outcomes, helping Fortune 500 clients like the Carlyle Group, Marriott, and others change the way the world does business. In her previous role as Chief Impact Officer of Living Cities, Tynesia was responsible for ensuring $100M of investment produced outcomes that improved the lives of people across the country. Tynesia has published articles featured in the Washington Post, Forbes and more, and her most recent book is The Social Impact Advantage: Win Customers and Talent By Harnessing Your Business For Good. In her first book, Just Change: How to Collaborate for Lasting Impact, Tynesia shares her experience investing in cities and leaders across the country.
      https://capeqimpact.com/
      Jorge Fontanez
      CEO, B Lab U.S. & CanadaB Lab U.S. & Canada
      Jorge Fontanez is CEO of B Lab U.S. & Canada, part of a global network focused on realizing stakeholder capitalism and whose global mission is to create an inclusive, equitable, and regenerative future benefitting all people and the planet. Jorge's career has been in pursuit of achieving racial equity through economic equity, influenced by the belief that business can be a force for good. Jorge's perspective on business comes from having in-depth experience leading marketing and brand strategy for iconic brands across a variety of sectors including Consumer Packaged Goods, Mining and Minerals, Automotive and Financial Services. In 2015 he founded Marca Studio, an independent strategic marketing consultancy serving entrepreneur founders of color in their early-stage ventures, as well as purpose-driven brands, nonprofits, and foundations. Jorge designed a course on Stakeholders & Marketing and lectures at the Bard MBA in Sustainability Program. He also serves as an advisor to the NYU Center for Sustainable Business and Pacific Community Ventures, and since 2014 he has been a First Mover Fellow of the Aspen Institute Business & Society Program.
      https://usca.bcorporation.net/
      Andi Phillips
      Co-Founder & Managing Partner, Maycomb CapitalMaycomb Capital
      Andi Phillips is a Co-Founder and Managing Partner at Maycomb Capital, a pioneering impact investing platform. At Maycomb Capital, Ms. Phillips leads the Community Outcomes Fund, one of the firm’s two flagship funds and the largest outcomes financing fund in the United States. The Community Outcomes Fund invests in next-generation public private partnerships that scale high-quality human service programs for low-income communities. Ms. Phillips also develops and leads Custom Strategies at Maycomb that enable investors to deploy flexible, mission-aligned capital aimed at addressing specific social issues, target populations, and/or geographies. Ms. Phillips is a recognized leader in the field of impact investing, with over 30 years of experience leading, designing and implementing large scale, public private partnerships that leverage private investment to address pressing social challenges. She has deep expertise in deploying flexible, mission-aligned debt that supports projects and enterprises that drive better access to economic opportunity for individuals and families experiencing poverty. Prior to Maycomb, she was Head of the Goldman Sachs’s Social Impact Fund, where she led the first outcomes-based financing transactions in the U.S. market. Previously, Ms. Phillips was president of Seedco Financial, a Community Development Financing Institution. Ms. Phillips holds a BA from Tufts University and an MPP from the Harvard Kennedy School of Government. She lives in Brooklyn, NY with her husband and three sons.
      https://www.maycombcapital.com/
      Eric Rice
      Head of Impact Investing, BlackRockBlackRock
      Eric Rice, Managing Director, is Head of Impact Investing. He works as a portfolio manager and is the architect of the world's first diversified public-markets impact investing strategy, Global Impact. Global Impact is an alpha-oriented strategy that invests in companies whose goods and services help address the world's great problems as defined by the UN Sustainable Development Goals. Eric also collaborates with other investors at BlackRock to help germinate additional impact and sustainable investing strategies. Eric joined BlackRock from Wellington Management in 2019, where he had been an investor for over 20 years. Previously, he worked as a World Bank country economist and a diplomat in Rwanda with the US Department of State. Eric earned a PhD in economics from Harvard University and a AB degree in economics from the University of California at Berkeley. He lives in Washington, DC.
      10:10 AM

      Coffee + Connect Break

      10:10 AM - 10:25 AMNourish Cafe
      10:25 AM
      People

      Keeping the Faith: How Faith Communities & Institutions Are Investing with Their Values

      10:25 AM - 11:15 AMPavillion
        Patrick Duggan
        Executive Director, UCC Church Building & Loan FundUCC Church Building & Loan Fund
        The Reverend Doctor Patrick Garnet Duggan, an authorized minister in the United Church of Christ, has served as Executive Director of the UCC Church Building and Loan Fund (CB&LF) since 2012. Founded in 1853, CB&LF is the first national church building society in the United States. The Fund offers loans, capital campaigns and consulting services for the financing and redevelopment of real estate owned by UCC and other Christian churches in the United States. In 2013, CB&LF became the first UCC financial institution to implement an impact investment policy. In 2018, CB&LF launched the Adese (Ah-DEH-seh) Fellowship, a catalytic experience for emerging spiritual entrepreneurs. A blogger, a preacher, and a transformational denominational executive, Dr. Duggan asserts that he is “on a mission to enable church leaders and congregations to live into God’s economy”. This thinking guides CB&LF’s work at the leading edge of American Christianity, namely, helping churches to reimagine, redevelop and re-deploy their real estate so that these assets continue to have strong social impact and remain 100% mission-focused. A native New Yorker, Dr. Duggan earned the Bachelor of Arts from Harvard University, and both the Master of Divinity degree and Doctor of Ministry from the New York Theological Seminary. Dr. Duggan and his wife Patricia, a retired school administrator, have three adult sons and four grandchildren.
        https://cblfund.org/
        Amanda Joseph
        Consultant, Social Impact AdvisorSocial Impact Advisor, Shared Interest
        Amanda Joseph is an impact professional with a passion for activating resources and building networks to empower communities and individuals. Amanda focuses on institutional faith investors and their networks to engage them in impact investing strategies. She is currently Social Impact Advisor at Shared Interest, a community development loan fund with strong anti-apartheid roots and faith investors at its core, which advances economic, racial, and gender justice in Southern Africa. She also leads a faith investor peer group at ImpactPHL. Most recently, Amanda served as Director of Faith-Based Initiatives at Calvert Impact, serving as a resource for institutional faith investors and their financial professionals along their impact investing journeys. Prior, she worked at Opportunity Finance Network, supporting CDFIs and their funders and investors. For a decade-plus at Jewish Funds for Justice/The Shefa Fund, she managed the first and only national initiative to organize the American Jewish community to invest in low-wealth communities. Amanda entered the field as a commercial loan officer at Self-Help Credit Union. She holds an MBA from the Yale School of Management, and an AB from Bryn Mawr College.
        Melody Maravillas
        CFO, Sisters of St. Joseph of PeaceSisters of St. Joseph of Peace
        Melody Maravillas is the Chief Financial Officer for the Sisters of St. Joseph of Peace, which has three regions located in New Jersey, Washington state, and the United Kingdom. In this role, she oversees the financial operations of the Congregation. Currently, she is working on developing the structure that will enable them to use their resources for mission on an ongoing basis. Prior to joining the Congregation, she was the CFO for the Jewish Federation of Northern New Jersey. She holds a double major in Business Administration and Accountancy from the University of the Philippines and worked in finance for several multinational companies in the Philippines before moving to the United States. Melody has over 20 years’ of combined experience in audit, accounting, and finance, of which 10 years are in the nonprofit industry.
        csjp.org
        Umar Moghul
        Principal, Threshold Equity ManagementThreshold Equity Management
        Umar is passionate about responsible and impact investing and the potential of partnerships among business and and philanthropy. For over 20 years, much of his work has been on behalf of ethical and responsible sponsors, investors, and business owners seeking to create positive impact through participatory, inclusive, and more responsible transactions and projects. Umar’s work includes structuring a variety of funds and investment vehicles focused on real estate and the design of novel residential and commercial real estate projects. He also has significant experience in private equity, cross border finance, and emerging economies. Umar is adjunct faculty at graduate law schools in the US where he teaches courses at the intersection of business, ethics, faith and responsibility. He is the author of A Socially Responsible Islamic Finance: Character and the Common Good (Palgrave-MacMillan, 2017).
        Cultivating Critical Capital Pathways

        Catalytic Capital Meets Private Investors

        10:25 AM - 11:15 AMBroad Hub
          Michelle Carrera
          Executive Director, Norris Square Community AllianceNorris Square Community Alliance
          Dr. Michelle Carrera is the Executive Director of Norris Square Community Alliance, a community development corporation (CDC) that has been serving the community of Northeast Philadelphia for 40 years. The mission of the organization is to transform the community by empowering individuals to achieve social mobility. The organization is recognized as one of the top four Latino CDCs in North Philadelphia. NSCA have developed over 200 housing units and impact over 2500 individuals annually. NSCA's model of services has four main areas: education, housing & financial counseling, social services, and workforce development.
          www.nscaphila.org
          Ivan Frishberg
          Chief Sustainability Officer, Amalgamated BankAmalgamated Bank
          Ivan Frishberg is the Chief Sustainability Officer at Amalgamated Bank where he leads the firm’s work on Corporate Social Responsibility and it’s strategy on ESG integration as a part of the Executive Leadership Team. Ivan has been instrumental in rallying bank sector commitments to combat climate change, including growing the Partnership for Carbon Accounting Financials (PCAF). Amalgamated has taken a leadership role within (UNEP FI) in helping to develop guidance for how banks set targets to reduce financed emissions. Amalgamated Bank is on the Steering Group of the NZBA, and Ivan is member of the Advisory Panel for the Glasgow Finance Alliance for Net Zero and was recently appointed to the US Treasury Departments Climate-Related Financial Risk Advisory Committee. Amalgamated Bank was the first U.S. bank to set and to have validated climate targets under the Science Based Targets Initiative (SBTi), and the first US bank to set portfolio wide targets under the United Nations guidelines for target setting. Ivan serves as the Chair of Confluence Philanthropy and as a board member for DC Water, the municipal water and sewer authority for Washington, DC.
          www.amalgamatedbank.com
          John Moore
          Executive Board Chair, Investors Circle Philadelphia & ImpactPHLInvestors Circle Philadelphia & ImpactPHL
          John is currently an advisor to the American Sustainable Business Network’s impact investor network, Investor Circle. He is also a Founder and current Executive Chair of ImpactPHL, an alliance to accelerate the impact investing ecosystem in the greater Philadelphia region. As a successful angel investor for almost 20 years, John has invested in over 50 early stage companies through both Robin Hood Ventures, where he is a managing partner, and Investors Circle. He has served on the Board of several startup social enterprises, his favorite being Wash Cycle Laundry. When he is not investing for impact, he is looking for excuses to go skiing or mountain biking.
          impactphl.org
          Kristina Wahl
          President, The Barra FoundationThe Barra Foundation
          Kristina L. Wahl joined The Barra Foundation as a Program Officer in 2010 and became President in 2013. Prior to joining Barra, she worked at The Pew Charitable Trusts as a Program Officer and spent three years as the Managing Director of Development and Marketing at the Transitional Work Corporation. After graduating from La Salle University, she joined the Vincentian Service Corps and served as a volunteer at Covenant House in New York City. Following that formative experience, Kristina earned an MPP from Harvard’s Kennedy School of Government. She currently serves on the Boards of the Philanthropy Network of Greater Philadelphia and the Center for Health Care Strategies. She also is a member of PIDC’s Capitalization Committee.
          barrafoundation.org
          Policys Impact on Capital Flows

          Unlocking Billions for Climate Justice: Pairing Philanthropic, Private & Public Investment Dollars to Address Harm & Drive Regeneration

          10:25 AM - 11:15 AMThe Forum
            Beth Bafford
            Vice President, Strategy, Calvert ImpactCalvert Impact
            Beth leads Calvert Impact's strategy and new business development efforts to build financial products and services that accelerate private capital for the benefit of communities in the US and around the world. She leads the organization’s syndications and structuring practice and oversees corporate strategy, communications and impact management and measurement. Prior to Calvert Impact, Beth worked across the public and private sector at UBS Financial Services, the 2008 Obama for America campaign, the White House Office of Management and Budget, and McKinsey & Company. She serves on the Advisory Board for the CASE Initiative on Impact Investing (CASEi3) at Duke’s Fuqua School of Business, the Investment Committee for the Aaron and Lillie Straus Foundation, the Impact Investment Committee for the Baltimore Community Foundation, the Advisory Board of Higher Ground Labs, and the Board of Founders First Capital Partners. She lives in Washington, DC with her husband and four young children.
            www.calvertimpact.org
            John Balbach
            Director, Impact Investments, MacArthur FoundationMacArthur Foundation
            John Balbach is a Director, Impact Investments with the John D. and Catherine T. MacArthur Foundation. Prior to this role, Balbach was integral to Silicon Valley Bank establishing a strong Seattle presence, served on a National Science Foundation commercialization review committee, managed and raised capital for an Impact Investing Fund focused on developing the Michigan life sciences sector, advised corporations on infusing cleantech solutions into their supply chains, consulted with leading nonprofit organizations with the Nonprofit Finance Fund, and served as a strategic advisor to hundreds of founders of technology-based startup ventures through a Michigan economic development program. Balbach holds a B.S in Finance from Miami (Ohio) University, an M.A. from St. John’s College, and an M.P.A. from the University of Minnesota’s Humphrey School of Public Affairs.
            https://www.macfound.org/
            Kerry O'Neill
            CEO, Inclusive Prosperity CapitalInclusive Prosperity Capital
            Kerry E. O’Neill is the Chief Executive Officer of Inclusive Prosperity Capital, Inc., a not-for-profit investment platform that was spun out of the Connecticut Green Bank in 2018 to scale up impact for underserved communities and underinvested markets across the country. Inclusive Prosperity Capital operates at the intersection of community development, clean energy finance, and climate impact using a collection of products and strategies and an ecosystem approach to matching capital with projects through local partners. Ms. O’Neill serves as the current Chair of EPA’s Environmental Financial Advisory Board.
            www.inclusiveprosperitycapital.org
            Doug Sims
            Senior Director, Resilient Communities Division, Natural Resources Defense CouncilNatural Resources Defense Council
            Doug Sims is Senior Director of the Resilient Communities Division at Natural Resources Defense Council (NRDC), where he manages a team of 40 advocates working on place-based, and people-centered strategies to improve lives while combatting and preparing for climate change. Doug founded NRDC’s Green Finance Center, led the design of NRDC’s new Environment, Equity and Justice Center, was instrumental in the design and launch of the New York Green Bank and is a co-founder of global Green Bank Network (www.greenbanknetwork.org), a membership organization whose members include green banks from around the world. He is a member of the Standards Board of the Climate Bonds Initiative, the board of directors of the Center for Sustainable Energy and a founding board member of Inclusive Prosperity Capital, a spin out of Connecticut Green Bank. An infrastructure finance lawyer by training, Douglass worked for a decade at Allen & Overy LLP, focusing on energy and infrastructure projects. Douglass holds a law degree from Harvard Law School and bachelor’s degree from Stanford University.
            www.nrdc.org
            11:15 AM

            Transition

            11:15 AM - 11:25 AM
            11:25 AM
            Policys Impact on Capital Flows

            A Fireside chat with Jeff Marrazzo

            11:25 AM - 12:25 PMThe Forum
              Jenny Chan
              Chief Investment Officer, Children's Hospital of PhiladelphiaChildren's Hospital of Philadelphia Chief Investment Officer
              Jenny Chan is the Chief Investment Officer for the Children’s Hospital of Philadelphia (CHOP). CHOP manages an endowment of $3.6B. Prior to CHOP, Jenny was the Senior Investment Officer for the Doris Duke Charitable Foundation. Prior to 2007, Jenny led the research effort covering hedge funds and funds of funds at Canterbury Consulting. Prior to that she was VP of a quantitative focused fund of funds. Jenny began her career at Salomon Brothers Inc., followed by Deutsche Bank and later Moore Capital. She has over 26 years of industry experience with 21 years covering alternative assets. Jenny earned a BS in Finance and Accounting from NYU and an MBA from the Yale School of Management with a focus on Sustainability.
              www.chop.edu
              Jeff Marrazzo
              Co-Founder and Former CEO of Spark TherapeuticsFormerly Spark Therapeutics
              Jeff founded and built Spark Therapeutics into the world’s first fully integrated, commercial gene therapy company, serving as co-founder and CEO from 2013 to 2022. Under Jeff’s leadership, Spark developed and launched LUXTURNA® for a rare blinding disorder, the first FDA-approved gene therapy for a genetic disease in the United States, spearheading the creation of novel reimbursement models to ensure patient access to genetic medicines. As CEO, Jeff shepherded multiple gene therapies into the clinic for patients with conditions ranging from inherited retinal diseases to rare bleeding and neuromuscular disorders. While at Spark, Jeff raised $1 billion and established major partnerships with Pfizer and Novartis. Jeff’s successful orchestration of Spark’s $4.8 billion sale to Roche in 2019 marked a 100-fold increase in the company’s market value over six years and delivered financial returns of $750 million to Spark’s non-traditional founding investor, CHOP. At the time of his departure, Spark had grown to 850 employees and was named #5 in Science magazine’s rankings of top employers across the biopharmaceutical industry. Jeff currently serves on the board of Chroma Medicine, a genomic medicine company pioneering single-dose epigenetic editing therapeutics, as well as multiple non-profit organizations, including Life Science Cares Philadelphia and The Rendell Center for Civics and Civic Engagement. In 2022, Jeff and his wife founded the Marrazzo Family Foundation to support arts-integrated education within Philadelphia. Jeff holds two bachelor’s degrees in systems science and engineering and in economics from the University of Pennsylvania as well as two master’s degrees in business and public administration from Wharton and Harvard University, a dual-degree program which he founded.
              12:25 PM

              Lunch + Connect

              12:25 PM - 01:35 PM
              01:35 PM
              Cultivating Critical Capital Pathways

              Greenwashing & Impact Washing: What Is It & How to Stop It?

              01:35 PM - 02:25 PMPavillion
                Stefania Di Bartolomeo
                Founder and CEO, Physis InvestmentPhysis Investment
                Stefania Di Bartolomeo is a fintech leader and skilled portfolio manager with extensive global experience managing and scaling sustainable portfolios. She was the youngest and among the first impact fund managers in the EU, managing a $100M fund and then advising institutional investors for over $90B of assets. She experienced first hand the problem of accessing reliable extra financial information and managing large assets.
                https://physisinvestment.com/
                Michael Cosack
                Principal, ImpactWise LLCImpactWise LLC
                Michael Cosack has spent most of his professional career advising the trustees on the investment and fiduciary responsibilities regarding their institutional funds. As an entrepreneur, he has built several organizations, including one of the largest independent investment consulting firms in the Greater Philadelphia region, stewarding over $3.5 billion of combined assets. The firm was eventually purchased by a national independent financial advisory firm. Mr. Cosack has a deep passion and commitment to raising the awareness and impact of sustainable investing. He is a Principal of ImpactWise LLC, Research Liaison of Sustainable Research & Analysis LLC, Chair of the CFA Society of Philadelphia’s Sustainable Investing Thought Leadership Group, and Board Member of ImpactPHL. Mr. Cosack holds an undergraduate degree in business from The College of New Jersey and has achieved multiple educational designations, including the CFA Institute Certificate in ESG Investing and the USGBC LEED Green Associate Credential. He has taught as an adjunct professor at the University of Pennsylvania’s Fels School and is a frequent contributor at industry conferences.
                https://impactwise.us
                Floyd Simpson
                Director, PFM Asset ManagementPFM Asset Management
                Floyd joined PFM Asset Management in 2019 and was the first external hire for the newly created Multi-Asset Strategies Group. As a director in our OCIO business, he works with clients across the country to develop and implement multi-asset class strategies for their portfolios.
                www.pfmam.com
                Luke Wilcox
                Partner, Head of Ethos ESG, ACA Group (Ethos)ACA Group (Ethos)
                Luke Wilcox joined ACA in September 2022 when ACA acquired Ethos ESG, an ESG data, analytics, and reporting firm. As a Partner and head of ACA’s Ethos ESG division, Luke continues his role as founder and CEO of Ethos. Before founding Ethos, Luke served as a consultant and engagement manager with McKinsey & Company, where he led strategy- and data-focused client engagements across industries and functional areas. In addition, Luke has been the Director of Development and Communications for the Iraqi and American Reconciliation Project in Minneapolis, a nonprofit organization, where he managed fundraising, impact measurement, and communications. Luke earned his Bachelor of Arts degree in Humanities and Psychology from Valparaiso University and his master’s degree in International Relations and Religion from Boston University. He has also earned an MBA from the University of Minnesota’s Carlson School of Management and a Certificate of Advanced Arabic from Middlebury College.
                https://ethosesg.com
                Cultivating Critical Capital Pathways

                Moving Giants: Shareholders Role in Driving Big Business Toward Big Impact

                01:35 PM - 02:25 PMBroad Hub
                  Frederick Alexander
                  CEO, The Shareholder CommonsThe Shareholder Commons
                  Rick is the CEO of The Shareholder Commons, a non-profit organization that advocates on behalf of diversified shareholders. Rick practiced law for 30 years at a leading Delaware-based firm, including four years as managing partner. During that time, he was selected as one of the ten most highly regarded corporate governance lawyers worldwide and as one of the 500 leading lawyers in the United States. In 2015, Rick became Head of Legal Policy at B Lab, where he worked to create sustainable corporate governance structures around the globe. He left that position in 2019 to found The Shareholder Commons. Rick serves on the Delaware Corporation Law Council and the Council of Institutional Investors Markets Advisory Council. He is also Director and Treasurer of the American College of Governance Counsel, a member of the Commonwealth Climate and Law Initiative Advisory Board, and serves on the Advisory Board of Beren Pharmaceuticals, P.B.C.
                  https://theshareholdercommons.com/
                  Laura Campos
                  Director, Corporate & Political AccountabilityNathan Cummings Foundation
                  Laura has more than two decades of experience engaging public corporations on topics with implications for climate change and inequality. As Director of the Nathan Cummings Foundation’s Corporate and Political Accountability program, Laura employs grant making and active ownership strategies to address the ways in which corporations can both advance and hinder progress. Before joining NCF, Laura served as a Financial Advisor Associate at Sanford C. Bernstein & Co. She has also worked on projects for the Arcus Foundation, the Aga Khan Foundation and Christian Aid. Laura is active in numerous outside groups and shareholder coalitions focusing on responsible investment practices. Her work has been covered by numerous publications and her writing has appeared in The New York Times, The Chronicle of Philanthropy and The International Business Times, among others. Laura holds a Bachelor of Arts degree in International Relations from the College of Wooster and an M.Sc., Economics from the London School of Economics.
                  https://nathancummings.org/
                  Lisa Hayles
                  Director, International Shareholder Advocacy, Trillium Asset ManagementTrillium Asset Management
                  Lisa Hayles is Director of International Shareholder Advocacy at Trillium Asset Management, responsible for engaging Trillium’s international holdings and global policy makers on environmental, social and governance topics. She joined Trillium in the summer of 2020 and has more than 20 years’ experience advising institutional and individual investors on sustainable investing approaches in North America and Europe. A frequent speaker on gender equality and racial justice, she is co-founder of the Racial justice Investing Coalition and sits on the boards of the Interfaith Center for Corporate Responsibility and the Boston Impact Initiative. Lisa received her B.A.in Political Science and History from the University of Toronto and a M.Sc. in International Development from the University of Guelph. She also holds a French language Certificate for the University of Toulouse in France.??
                  www.trilliuminvest.com
                  Rabbi Rachel Kahn-Troster
                  Executive Vice PresidentICCR
                  Rabbi Rachel Kahn-Troster (she/her) is ICCR's Executive Vice President, working with faith and values based investors to catalyze their assets for social change. She serves as the primary internal manager for the organization, and partners with the CEO in developing and implementing the organization's overall vision and strategy. Before joining ICCR in 2021, Rachel spent nearly fourteen years at T'ruah: The Rabbinical Call for Human Rights, most recently as Deputy Director. Ordained in 2008 from the Jewish Theological Seminary, where she was a student activist and leader, she is a noted speaker and writer on Judaism and human rights. She first came to T’ruah in 2007 to organize against U.S-sponsored torture in the war on terror. She initiated campaigns against human trafficking and forced labor, to end solitary confinement, to fight against mass incarceration, and for human rights in the occupied Palestinian territories. Rachel is the original #tomatorabbi, having spearheaded T’ruah’s critical partnership with the Coalition of Immokalee Workers in Florida. Rachel lives in Teaneck, New Jersey, with her husband, Dr. Paul Pelavin, and their daughters Liora and Aliza.
                  Sarah Norman
                  Director, Head of CIO ESG Thought Leadership, Bank of AmericaBank of America
                  arah Norman is a Director and Head of Environmental, Social and Governance (ESG) Thought Leadership for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she is responsible for developing ESG thought leadership and driving the strategic direction of the CIO Sustainable and Impact Investing strategy through the investment process supporting Merrill and Bank of America Private Bank and Sarah leads client ESG engagement efforts.
                  https://www.ml.com/solutions/impact-investing.html
                  Cultivating Critical Capital Pathways

                  From Idea(ls) to Portfolio: Designing & Implementing High-Impact Strategies in Public & Private Markets

                  01:35 PM - 02:25 PMThe Forum
                    Rachel Robasciotti
                    CEO & Founder, Adasina Social CapitalAdasina Social Capital
                    Rachel J. Robasciotti is the CEO and Founder of Adasina Social Capital, an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Rachel’s passion for social justice investing is rooted in her background as a Black, queer woman and growing up in a community that struggled for safety and financial security within a rural town that was largely segregated. Rachel is a fierce advocate for social justice in the financial industry and is regularly featured in the media as a leader in the field for integrating issues of racial, gender, economic, and climate justice into investment portfolios.
                    https://adasina.com/
                    Julianne Zimmerman
                    Lecturer, TuftsTufts
                    For over 25 years Julianne Zimmerman has been putting technology and capital to work for the greater good across multiple sectors, most recently as Managing Director, Reinventure Capital. Julianne is an active participant in communities advancing racial / social / gender equity, including Racial Justice Investing, Browning the Green Space, and GenderSmart Investing. She is a sought-after mentor with MIT VMS, WPI, Majira Project, and others; teaches a top-rated course, Innovative Social Enterprises, at Tufts; speaks and writes for audiences such as TBLI, Impact Metropolis, EY Entrepreneurial Winning Women, and SOCAP; and frequently serves as a reviewer, judge, and connectrix. She previously volunteered as an EMT in Maryland and in Massachusetts, and was twice a finalist in the NASA astronaut selection process. Julianne is a 2020 Conscious Company World Changing Woman and a 2023 Forbes 50>50 honoree.
                    tufts.edu
                    02:25 PM

                    Transition

                    02:25 PM - 02:35 PM
                    02:35 PM
                    People

                    Toward Justice & Equity: Shifting Investment Culture, Process, and Power

                    02:35 PM - 03:25 PMBroad Hub
                      Melina Harris
                      Analyst and Capital Access Coordinator, The Economy League of Greater PhiladelphiaThe Economy League of Greater Philadelphia
                      At Philadelphia Anchors for Growth and Equity (PAGE), Melina and her team work to bring greater transparency and efficacy to the diverse spend performance of Philadelphia’s core anchor institutions. Under the program's PAGE Capital initiative, Melina convenes supplier diversity and financial industry leaders to support the development of innovative solutions to capital access for the minority business community. Prior to this role, Melina spent over 5 years in the financial services industry, where she underwrote loans for small to medium-sized businesses across the country and supported a fintech start-up in developing its automated pricing and approval methodology. She is passionate about democratizing access to capital and fascinated by the burgeoning industries of social impact investment and measurement. In 2021, Melina graduated at the top of her class from the University of Vermont’s Sustainable Innovation MBA program with a focus on impact investment. She received her BA in Science, Technology, and Society from Vassar College with a minor in Public Policy Economics. Originally from Boston, she never liked football until she moved to Philadelphia in 2017. She currently resides in West Philadelphia and loves gathering and organizing community through the power of music.
                      https://economyleague.org/
                      Joanna Kuang
                      VP of Product and Impact, Illumen CapitalIllumen Capital
                      Joanna has dedicated her career to expanding access to capital in pursuit of inclusive justice specifically with under-resourced people of color and women. She has worked in impact capital in justice, higher education, foster care, and sustainability and food systems. As the daughter of Chinese immigrants, Joanna is passionate about women's health and racial equity. Prior to Illumen Capital, Joanna worked in the pay-for-performance (social impact bond) space and advised philanthropy and governments on how to pay for meaningful results in social services for overlooked and underestimated communities at Third Sector. She began her career at Wellington Management, defining and managing impact for the institutional asset manager's sole impact investing portfolio. Joanna earned a B.A. in Mathematics from Duke University, and as a Robertson Scholar, she was also dual enrolled at the University of North Carolina Chapel Hill. Outside of work, she sits on the Robertson Scholars Leadership Program board, and spends her leisure time reading novels with women protagonists, painting, and trying to improve at pickleball.
                      https://www.illumencapital.com/
                      Blessy Thomas
                      Partner, Innovate Capital Growth Fund, L.P. PartnerInnovate Capital Growth Fund, L.P. Partner
                      Blessy Thomas is a Partner at Innovate Capital Growth Fund, a growth equity fund focused on investing in minority & women-owned businesses in the Mid-Atlantic region. Blessy is a finance management professional with 15+ years of experience driving growth strategies and profitability initiatives. Prior to Innovate Capital, she was instrumental in investing and managing a portfolio of debt and equity investments and advising minority-owned enterprises on their strategic and financial options at The Enterprise Center. Blessy received her Bachelor of Science in Business Administration with a focus in Finance and Marketing from Drexel University in Philadelphia.
                      https://innovatecapitalgrowth.com/
                      Cultivating Critical Capital Pathways

                      Let's Implement Already! How Smaller Foundations and Endowments are Moving

                      02:35 PM - 03:25 PMPavillion
                        Elizabeth Killough
                        Co-CEO, UnTours FoundationUnTours Foundation
                        Elizabeth Killough co-directs the UnTours Foundation, which invests all of its endowment in hand selected, leading edge, green businesses that create jobs for sidelined populations. The foundation has been 100% mission aligned for its 30 years and owns UnTours travel, the world's first B Corp. Elizabeth is an ardent environmentalist, vegan, and supporter of Black Lives Matter and other movements that are uncovering critical issues that we have failed to address. Her work herstory includes advocating change in US policy toward Central America and addressing domestic hunger issues. She holds a Master's degree in Public and International Affairs.
                        https://untoursfoundation.org/
                        Vanessa Lowe
                        Trustee, Valentine FoundationValentine Foundation
                        Vanessa Lowe spent 21 years in federal service working on access to capital for underserved communities. She works with foundations and endowments moving capital in support of racial justice and reparations. She’s a trustee for the Valentine Foundation and investment committee member for the Unitarian Universalist Common Endowment Fund. She also hosts Vanessa’s Money Hour talk show on G-Town Radio.
                        Marc Rand
                        Managing Partner, Community Capital AdvisorsCommunity Capital Advisors
                        Marc Rand is the Founder and Managing Partner of Community Capital Advisors, a national consultancy focused on community investment. He leads an amazing team to support foundations (community, private, and corporate) invest in nonprofits and social impact companies. He also manages several nonprofit loan funds, including American Nonprofits and the Nonprofit Insurance Alliance of California's member loan fund. Marc is the former Program Director for Loans and Affordable Housing at Marin Community Foundation (MCF). While at MCF Marc invested more than $50 million in Marin-based nonprofits during a 12 year period with a 0% default rate. Marc also developed one of the nation’s first donor development strategies connected to impact investing while at MCF and was able to increase loan capital five-fold from $5 million to $25 million. Prior to MCF, Marc served in the Peace Corps (Romania) where he led the development of 5 credit unions. Marc started his career in international banking. Marc served six years as a Board Member, two as Board Chair, for Opportunity Fund (now Accion Opportunity Fund), a small business CDFI micro-loan fund with assets over $75 million.
                        www.communitycapitaladvisors.us
                        Lauren Stebbins
                        Program Officer, The Barra FoundationThe Barra Foundation
                        Lauren joined The Barra Foundation as a Program Officer in February 2022. Prior to joining Barra, she served as a Development Project Manager with Stone Sherick Consulting Group focusing on the fundraising and predevelopment phases of affordable housing and mixed-use real estate projects. Lauren also served as a Vice President at Opportunity Finance Network where she managed and implemented a wide range of capacity building programs for community development financial institutions. Lauren is passionate about addressing systemic inequities that hinder access to resources and opportunity for marginalized populations and in past roles has worked on a diverse range of projects including analyzing payday loan data to advocate for policy reform in Texas and assessing the state of small business development in South Dakota’s Native reservations. 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.
                        https://www.barrafoundation.org/
                        Policys Impact on Capital Flows

                        ESG in the Headlines: A Look Ahead

                        02:35 PM - 03:25 PMThe Forum
                          Nick Ashburn
                          Managing Director & Head of Responsible Investing, PNC Asset ManagementPNC Asset Management
                          Nick Ashburn is the Head of Responsible Investing for the Asset Management Group at PNC Bank. In this role, Nick leads the overall strategy for Responsible Investing (RI), which includes providing RI investment solutions for individuals, families, and institutions; advancing the firm's research and analytical capabilities on environmental, social, and governance (ESG) topics; and developing content and brand awareness. Before PNC, Nick was the Senior Director of Impact Investing at the Wharton Social Impact Initiative at the University of Pennsylvania, where he also co-hosted "Dollars & Change," a weekly show on SiriusXM's Business Radio Channel. He has worked in community development venture capital in Austin, TX, as well as in international development and strategy consulting. Nick was a Fulbright English Teaching Assistant in Austria and speaks German. He has also held teaching positions at the LBJ School of Public Affairs at the University of Texas - Austin and the School of Social Policy & Practice at Penn.
                          https://www.pnc.com/en/corporate-and-institutional/asset-management-group/investment-office.html
                          Steve Hargreaves
                          Sr. Director, Sustainable Finance, Climate NexusClimate Nexus
                          Steve Hargreaves is a senior director working on finance issues, highlighting for reporters, lawmakers and other audiences the risks of fossil fuels and the potential of clean energy investing. Before that he headed up the media and rapidly expanding digital efforts at Climate Nexus, and was a founding director of the Energy Transition team. Prior to Nexus he spent over a decade as a writer for CNN digital in New York, first as an energy reporter and later on the economy desk and special projects team. He covered stories including the frenzy over peak oil supply and record oil prices, the boom in U.S. shale production, the BP oil spill, and the rise of renewables. In 2011 he won a Society for Advancing Business Editing and Writing award for a series on the military’s efforts to reduce its reliance on fossil fuels. He also spearheaded the site’s coverage of urban innovation, including revitalization efforts in Detroit and a multi-month project on innovative cities. Before CNN he worked as a local newspaper reporter and spent time stringing from Istanbul and Bangkok. He started in journalism at the Casco Bay Weekly, a now-defunct alternative paper in Portland, Maine.
                          https://climatenexus.org/
                          Witold Henisz
                          Vice Dean and Faculty Director, ESG Initiative; Deloitte & Touche Professor of Management, The Wharton School, University of PennsylvaniaThe Wharton School, University of Pennsylvania
                          Witold J. Henisz is the Vice Dean and Faculty Director, ESG Initiative and the Deloitte & Touche Professor of Management in Honor of Russell E. Palmer, former Managing Partner at The Wharton School, The University of Pennsylvania. His research examines the impact of political hazards as well as environmental, social and governance factors more broadly on the strategy and valuation of global corporations. This work analyzes best practices in corporate diplomacy to win the hearts and minds of external stakeholders as well as the measurement thereof. He has published over three dozen peer-reviewed articles in top-ranked journals in international business, management, international studies and sociology, is the author of the book “Corporate Diplomacy: Building Reputations and Relationships with External Stakeholders” and co-authored over twenty teaching cases. Witold has won multiple teaching awards at the graduate and undergraduate levels including being named Iron Prof, 2019 and an Aspen Institute Ideas Worth Teaching Award Winner, 2020. He also teaches extensively on the topic of Corporate Diplomacy as well as ESG integration in open enrollment and custom executive education programs. He is currently a principal in the consultancy PRIMA LLC whose clients span multinational firms, asset managers, intergovernmental organizations and non-governmental organizations.
                          https://esg.wharton.upenn.edu/ and https://mgmt.wharton.upenn.edu/profile/henisz/
                          Nimrit Kang
                          Co-Chief Investment Officer, NorthStar Asset ManagementNorthStar Asset Management
                          Nimrit serves as Co-Chief Investment Officer and Senior Portfolio Manager to serve high net-worth clients and non-profit organizations via integrative and effective portfolio management by connecting social concerns to security selection, asset allocation, and activism. Prior to joining NorthStar, Nimrit was a partner, Portfolio Manager, and Director of Research at Coho Partners, a long-only investment manager with $10 billion in assets under management and advisement. While at Coho Partners, she championed the holistic integration of material environmental, social, and governance (ESG) perspectives across the research process and led the vision and end-to-end process design for the firm’s standalone ESG strategy. Earlier in her career, she spent more than 10 years in various equity research and portfolio management roles at DuPont Capital Management. Over the years, Nimrit has been involved with and served on the boards of various nonprofit organizations in the greater Philadelphia area. She currently serves on the Board of Directors and the Audit, Finance, and Investment Committee of the Philadelphia Health Partnership and Samuel S. Fels Foundation and Investment Committee of Salus University. She is a member of the CFA Society of Philadelphia and the CFA Institute and served as a board member for the CFA Society of Philadelphia from 2013-2016 Nimrit graduated magna cum laude from Virginia Tech with a Bachelor of Science degree in chemical engineering and received a Master of Business Administration from the Harvard Business School.
                          https://northstarasset.com/
                          03:25 PM

                          Coffee + Connect Break

                          03:25 PM - 03:40 PM
                          03:40 PM
                          Policys Impact on Capital Flows

                          A Fireside Chat: Fran Seegull & Clara Miller on Shaping An Impact Movement + Industry

                          03:40 PM - 04:40 PMForum
                            Clara Miller
                            Advisor, Social FinanceNone
                            Clara Miller writes and speaks about social sector finance and impact investing. She founded the Nonprofit Finance Fund and was its President/CEO from 1984-2011. She is President Emerita of the Heron Foundation, having served as President from 2011-2017. Miller is an advisory board member for the U.S. Impact Investing Alliance, the Song Cave and the Sustainability Advisory Board at the University of New Hampshire. She is a corporator of Walden Mutual Bank. Miller served as a board member of the Sustainability Accounting Standards Board (2012-2019) and was a Bridgespan Fellow 2018-2020. In 1996, Miller was appointed to the U.S. Treasury’s first Community Development Advisory Board for the then-newly-created Community Development Financial Institutions Fund and later became Chair. She chaired Opportunity Finance Network's board for six of her nine years as a member and served on the Community Advisory Committee of the Federal Reserve Bank of New York for eight years. Miller was named seven times to the Nonprofit Times “Power and Influence Top 50,” (2006-2017), to Inside Philanthropy’s “50 Most Powerful Women in U.S. Philanthropy for 2016 and 2017 and as Social Innovator of the Year by the University of New Hampshire in 2017. In 2015 she was named “Investor of the Year, Small Foundations,” by Institutional Investor Magazine, received the Prince’s Prize (Monaco) for Innovative Philanthropy and the Shining Star Award from Performance Space 122 in New York City. She was awarded a Bellagio Residency by the Rockefeller Foundation in 2010. Ms. Miller has been published in Alliance, Financial Times, Medium, The Atlantic Blog, Stanford Social Innovation Review, Nonprofit Quarterly and Chronicle of Philanthropy. She has spoken at the Federal Reserve Bank of New York, Edinburgh International Culture Summit, Yale School of Management, Dartmouth's Tuck School, Stanford Graduate School of Business, Columbia Business School, Aspen Ideas Festival, Sciences Po, Oxford Said Business School, Bloomberg L.P., and SoCap.
                            Fran Seegull
                            President, U.S. Impact Investing AllianceU.S. Impact Investing Alliance
                            Fran Seegull is President of the U.S. Impact Investing Alliance, which works to increase awareness of impact investing in the United States, foster deployment of impact capital across asset classes globally, and partner with stakeholders, including government, to build the impact investing ecosystem. She also serves as Executive Director of the Tipping Point Fund on Impact Investing—a donor collaborative focused on growing the field. Previously, Seegull was the Chief Investment Officer and Managing Director at ImpactAssets where she headed investment management for The Giving Fund—now a $2B impact investing donor-advised fund. Seegull has a BS in Economics from Barnard and an MBA from Harvard. She serves on the Investment Committee of Align Impact and the Advisory Boards of SOCAP and the CASE i3 Initiative at Duke. She tweets at @franseegull.
                            https://impinvalliance.org/
                            04:40 PM

                            Closing Remarks

                            04:40 PM - 05:00 PMThe Forum

                            Sessions on May 02, 2023

                            08:00 AM

                            Breakfast & Networking

                            08:00 AM - 09:00 AM
                            09:00 AM

                            Total Impact Summit 2023 Day 2 Welcome

                            09:00 AM - 09:10 AMThe Forum
                              Michael Cosack
                              Principal, ImpactWise LLCImpactWise LLC
                              Michael Cosack has spent most of his professional career advising the trustees on the investment and fiduciary responsibilities regarding their institutional funds. As an entrepreneur, he has built several organizations, including one of the largest independent investment consulting firms in the Greater Philadelphia region, stewarding over $3.5 billion of combined assets. The firm was eventually purchased by a national independent financial advisory firm. Mr. Cosack has a deep passion and commitment to raising the awareness and impact of sustainable investing. He is a Principal of ImpactWise LLC, Research Liaison of Sustainable Research & Analysis LLC, Chair of the CFA Society of Philadelphia’s Sustainable Investing Thought Leadership Group, and Board Member of ImpactPHL. Mr. Cosack holds an undergraduate degree in business from The College of New Jersey and has achieved multiple educational designations, including the CFA Institute Certificate in ESG Investing and the USGBC LEED Green Associate Credential. He has taught as an adjunct professor at the University of Pennsylvania’s Fels School and is a frequent contributor at industry conferences.
                              https://impactwise.us
                              Stephanie Humphrey
                              Technology and Lifestyle Expert, Fox 29’s Good Day Philadelphia, Cheddar TV, and other broadcast outletsFox 29’s Good Day Philadelphia, Cheddar TV, and other broadcast outlets
                              Technology and Lifestyle Expert Stephanie Humphrey’s mission in life is to show people how technology can make their lives easier. Stephanie is a former engineer who was most recently a contributor to ABC News as Tech Expert on the nationally syndicated daytime talk shows Good Morning America and GMA3: What You Need to Know. She is currently an on-air tech contributor to Fox 29’s Good Day Philadelphia, Cheddar TV, and other broadcast outlets. Stephanie is a tech contributor to WDAS 105.3 FM and WURD 900 AM and completed her first TEDx talk in March 2022. She is also a content creator who uses social media to help people understand tech basics with her weekly 60-Second Tech Break on various platforms @TechLifeSteph. You can also see an expanded version – the Ten-Minute Tech Break – on QVC Plus, the streaming channel for the QVC Shopping Channel. In addition, Stephanie is an experienced emcee, event host, panel moderator, and brand spokesperson. And don’t forget to check her out as one of the co-hosts of The Tech Jawn, streaming wherever you listen to your podcasts. Stephanie is also a professional speaker and her signature seminar, ‘Til Death Do You Tweet, helps people understand the potential negative consequences of online behavior - especially through social media - and gives helpful advice on how they can maintain a positive reputation in cyberspace. Her book, “Don’t Let Your Digital Footprint Kick You in the Butt!” expands on these concepts and helps the reader build their personal brand on the internet. Stephanie holds engineering degrees from Florida A&M University and the University of Pennsylvania.
                              https://www.youtube.com/user/sthumphrey24
                              Megan McFadden
                              Director of Strategy, ImpactPHLImpactPHL
                              Megan is the Director of Strategy and Growth for ImpactPHL, a nonprofit organization committed to growing the impact investing ecosystem in the Greater Philadelphia area. With 15 years of experience in the impact investing sector, Megan has been on pioneering teams advancing impact at the local, national, and international levels, including SOCAP, Impact Hub, Institute for the Future, CultureBank, The Enterprise Center, and more. She's passionate about field-building and systemic solutions for shifting the culture and accessibility of capital. While Megan has called San Francisco, NYC, and Philadelphia home, she currently resides in Woodstock, NY with her partner, two children, and Boston Terrier, where you'd find her hosting community, hiking, seeing live music, and writing.
                              www.impactphl.org
                              Lindsay Smalling
                              Head of Sales, 60 Decibels60 Decibels
                              Lindsay is the Head of Sales at 60 Decibels, a tech-enabled impact measurement company using (mostly) phone-based surveys to listen better to end customers and beneficiaries around the world. Prior to 60 Decibels, she was CEO of SOCAP, convening social entrepreneurs, impact investors, and cross-sector leaders through world-renowned events at the intersection of money and meaning. Lindsay was previously Strategic Initiatives Officer at ImpactAssets, consulted on corporate social responsibility programs at Entrepreneurs Foundation, and started her career in financial services at Wellington Management and Lord Abbett. Lindsay graduated from Pomona College, where she was a Division III National Champion in water polo, and has an MBA from Columbia Business School. She lives in San Francisco with her husband and twin daughters.
                              https://60decibels.com/
                              09:10 AM

                              The Future of the Field: Impact Pushing New Horizons

                              09:10 AM - 10:25 AMThe Forum
                                Margaret Berger Bradley
                                VP, Strategic Initiatives, Ben Franklin Tech PartnersBen Franklin Tech Partners
                                Margaret Berger Bradley is an ImpactPHL Board Member and the Vice President of Strategic Initiatives at Ben Franklin Technology Partners of Southeastern Pennsylvania. She joined Ben Franklin to lead the development and implementation of strategies and projects focused on creating partnerships that expand Ben Franklin’s access to capital and further the overall mission, with a particular focus on emerging impact investment strategies. She has spent more than 25 years focusing on community and economic development, building organizational capacity and managing philanthropic investments, and has had a particular focus on communications, strategic planning and implementation and organizational systems and growth. As Executive Director of the Goldman Sachs 10,000 Small Businesses Initiative – Greater Philadelphia, she worked with partners across the region and a top-notch team at the Community College of Philadelphia to provide small business owners poised for growth with an experience many have called ‘transformational.’ She was until 2012 Chief Operating Officer at TRF, a national leader in neighborhood revitalization, which has invested over $1.5 billion in homes, schools, supermarkets, and other community resources, in pursuit of its mission of creating opportunities for low-wealth people and places. Prior to TRF, Ms. Bradley was a member of The Conservation Company (now TCC Group), where she provided management consulting and organizational development and planning services to corporate and private grantmakers and nonprofit organizations across the United States. Her six years at the U.S. Environmental Protection Agency included developing enforcement training for implementation in Eastern and Central Europe, managing a major recruitment campaign and consulting on organizational changes. Ms. Bradley holds an M.B.A. from Yale University and a B.A. from the University of Virginia.
                                https://www.sep.benfranklin.org/
                                Antony Bugg-Levine
                                Co-head, Community Impact, Lafayette SquareLafayette Square
                                Antony Bugg-Levine is a Managing Director and Co-Head of Community Impact at Lafayette Square, with a focus on developing partnerships and impactful services that drive change for communities served by the firm. Antony is a pioneer within the modern impact investing movement, with over 25 years of industry experience. Antony designed and led The Rockefeller Foundation’s impact investing initiative and oversaw its Program Related Investments portfolio from 2007-2011. He convened the 2007 meeting that coined the phrase “impact investing” and in 2009, co-founded the Global Impact Investing Network. He also co-authored “Impact Investing: Transforming How We Make Money While Making a Difference,” the first book on impact investing, in 2011. Antony has spent the past 10 years as CEO of the Nonprofit Finance Fund (NFF), one of the largest Community Development Financial Institutions in the United States. Antony holds a Bachelor of Arts degree from Yale, a Master of Public Affairs from Princeton’s School of Public and International Affairs and has served as an adjunct professor at Columbia Business School. He was selected as a Young Global Leader of the World Economic Forum and named one of the 50 most powerful and influential people in the US nonprofit sector by Nonprofit Times in 2018-2020. He currently serves on the Boards of the Global Impact Investing Network and Community Connections for Youth.
                                lafayettesquare.com
                                Rodney Foxworth
                                CEO, Common FutureCommon Future
                                Rodney Foxworth is CEO of Common Future, a nonprofit social enterprise with a bold vision: Building a future where all people—no matter their race and class—have power, choice, and ownership over the economy. Under his leadership, Common Future has developed a new brand identity, grown its net assets from $1.5M to $20M, quadrupled its staff and annual budget, acquired two organizations, and launched a community-driven impact investment vehicle. Previously, Rodney was founder and CEO of Invested Impact, a consultancy and intermediary that facilitated millions of dollars in philanthropic and impact investment capital into community economic development projects and social entrepreneurs of color. His writing has appeared in periodicals such as Boston Review, Chronicle of Philanthropy, Impact Alpha, Nonprofit Quarterly, and Stanford Social Innovation Review. An inaugural Ford Global Fellow and a Skoll Awardee for Social Innovation, Rodney has been quoted in media such as Forbes, Inc., MarketWatch, The New York Times, Vox, and Christian Science Monitor. He’s spoken at Aspen Ideas Festival, Clinton Global Initiative, Skoll World Forum, National Association of Black Journalists, Global Philanthropy Forum, and other stages, addressing topics such as monopoly power, economic racism and wealth inequality, and institutionalized discrimination in investing and philanthropy. Rodney serves on the boards of Nonprofit Finance Fund, Race Forward, Rhia Ventures, and SOCAP Global. He serves as an Advisory Board member of the Access To Markets initiative at American Economic Liberties Project and Expert Advisor to the Corporate Racial Equity Alliance, a partnership between PolicyLink, JUST Capital, and FSG.
                                https://www.commonfuture.co/
                                Lauren Grattan
                                Co-Founder & Chief Community Officer, Mission Driven FinanceMission Driven Finance
                                Lauren's background in nonprofit development made her eager to activate more capital for social change, leading her to co-found Mission Driven Finance, an impact asset management firm and Certified B Corporation that designs, develops, and manages capital vehicles to advance inclusive economic opportunity. As Chief Community Officer, she leads the design of community-based strategy, providing a frame for both internal culture & partner relationships. Lauren's blended heritage—Irish, Chinese, and Native Hawaiian—informs her approach to reconnecting capital and community. Prior to building Mission Driven Finance, she spent nearly 10 years fundraising for a wide variety of nonprofits—from large universities to small, volunteer-run initiatives. Lauren has served on the steering committee of the Inclusive Capital Collective at Zebras Unite, on the board of Business for Good San Diego, and as a Social Venture Circle Innovation Entrepreneur. She is an active member of many philanthropic initiatives. Lauren is an alumna of Punahou School in Honolulu and Columbia University in the City of New York.
                                missiondrivenfinance.com
                                10:25 AM

                                Coffee + Connect Break

                                10:25 AM - 10:40 AM
                                10:40 AM

                                Investing for Resilient Economic Growth, Economic Mobility, and the Future of Work

                                10:40 AM - 11:30 AMPavillion
                                  Emilie Linick
                                  Director of Impact Lending, REDF Impact Investing FundREDF Impact Investing Fund
                                  Emilie joined REDF in 2019, and is responsible for growing the lending practice which operates as a 501(c)(3) called REDF Impact Investing Fund (RIIF). RIIF invests in social enterprises that employ people overcoming barriers to work. Emilie leads the development of RIIF’s strategy, identifies partnership opportunities, and oversees business development, originations, and portfolio management. Previously, Emilie spent eight years on the portfolio and originations teams at Capital Impact Partners. She began her career in the social service sector and after getting her MBA, has worked in community development finance for 13+ years.
                                  www.redf.org
                                  Wallace Macon
                                  Chief Visionary Officer, Opportunity Construction, LLCOpportunity Construction, LLC
                                  Wally has served as OC’s Chief Visionary Officer since 2019. He brings many years of leadership and team-building experience from his 21 years in the US Air Force. At OC, he serves as the lead community partner liaison with an emphasis on connecting resources for participants to direct line to housing, financial literacy, and workforce development and credentialing opportunities that create a pathway to holistic success. Wally retired from his last active-duty assignment at the Pentagon in 2016. Like thousands of other veterans, he found himself trying to figure out where to fit in within the civilian world. He began volunteering with OC and accepted a leadership position within the company to share the focus on identifying and removing barriers that veterans face, along with so many others in marginalized communities. To date OC has shown a $3.27 Social Return on Investment (SROI) for every dollar designated to the participant programming, credentialing, and training.
                                  http://opportunityconstructionllc.com/
                                  Elizabeth Nguyen
                                  Economic Opportunity Practice Lead, Village CapitalVillage Capital
                                  Elizabeth Nguyen is passionate about inclusive entrepreneurship. She is the Economic Opportunity Practice Lead at Village Capital, where she develops and guides strategies, teams, programs, and convenings in support of early-stage entrepreneurs across the US building solutions to increase economic opportunities and equality, to enhance access and mobility, and to help establish generational wealth while closing equity gaps. She also spearheads Village Capital's initiative of ecosystem building for JusticeTech solutions. She has experience in public and nonprofit sectors both in the US and in Southern Africa through Peace Corps, Enactus, and Entrepreneurship for All (EforAll) and is currently the COO of Athari Group, a global accelerator for early-stage nonprofits. Elizabeth holds a Social Impact MBA and Masters in Sustainable International Development focusing on social entrepreneurship from the Heller School for Social Policy and Management at Brandeis University.
                                  https://vilcap.com/
                                  Tom Woelfel
                                  Senior Director of Impact, HCAP PartnersHCAP Partners
                                  Tom Woelfel is HCAP Partners’ Senior Director of Impact. Tom leads HCAP’s Gainful Jobs Approach and overall impact management efforts, partnering with HCAP portfolio companies and collaborating with limited partners and industry thought leaders to improve job quality for frontline workers and generate positive impact in low- to moderate-income communities. In addition, Tom is responsible for HCAP’s field-building initiatives and research, sharing findings, lessons learned, and evidence from HCAP’s Gainful Jobs Approach and experience as an impact investor. Prior to joining HCAP Partners, Tom served for over a decade as Director of Pacific Community Ventures’ research and consulting practice focused on supporting the growth and efficacy of impact investing. Tom consulted to investors spanning asset classes, geographies, and impact themes, including: pension funds, banks, corporations, insurers, foundations, fund managers, faith-based investors, and CDFIs. In addition to advising impact investing clients, Tom led PCV’s work to improve job quality and developed Good Jobs, Good Business, an online toolkit featuring practical tools and resources to support small businesses in improving job quality for workers. During his time at PCV, Tom published research on a variety of topics of importance to the impact investing industry, including: Moving Beyond Job Creation: Defining and Measuring the Creation of Quality Jobs, The Impact Due Diligence Guide, Meeting the Moment: U.S. Impact Investing Policy, Inequality, and COVID-19 Recovery, and other reports.
                                  https://hcap.com/
                                  People

                                  The Next Generation Has Arrived: How Impact Investing is Being Shaped by New Cohorts

                                  10:40 AM - 11:30 AMBroad Hub
                                    Erin Duddy
                                    Founding Director, The Center for Sustainable Finance and Private WealthThe Center for Sustainable Finance and Private Wealth
                                    Erin Duddy is the Founding Director of CSP North America, a new entity that is expanding the work of The Center for Sustainable Finance and Private Wealth (CSP) at the University of Zurich. In her time at CSP, Erin has spearheaded a number of projects, including developing ACCELERATE: The Impact Investing Program for Entrepreneurs, as well as publishing applied research on integrating impact into family offices, and the role of international environmental goals in private banks. Prior to CSP, Erin drove sustainability initiatives in businesses, like Zurich Insurance and The Marriott, and within communities. She holds a Master’s in Sustainable Development from the University of Basel and a Bachelor’s in Parks and Wildlife Management from the University of Queensland.
                                    https://www.csp.uzh.ch/en.html
                                    Raffi Mardirosian
                                    Managing Partner, Izuba EnergyIzuba Energy
                                    Raffi Mardirosian focuses on climate change mitigation and local community resilience. He is Managing Partner/Co-founder at Izuba Energy, a leading developer of renewable energy projects in Africa. He also founded and leads Cambridge Creative Development, a community-oriented real estate development and impact investing company. He is also VP Strategy at Sublime Systems, a technology startup spun out of MIT to make the world's first carbon neutral cement. Raffi is an active investor and advisor to technology startups focused on climate change mitigation. He previously was VP, Business at Ouster (NYSE:OUST), a leading lidar & robotics technology company. Prior to Ouster, Raffi was VP, Business Development at MODO Fuels, focused on production of ultra low carbon fuels (biomass residues to jet fuel, diesel, & gasoline), a Principal at Flagship Ventures (where he focused on launching and investing in companies in climate change mitigation), and President at Midori, a startup with a breakthrough carbohydrate catalysis platform focused on human & animal health. Prior to Midori, Raffi developed renewable power projects in Africa, including the first utility-scale solar PV plant in Africa (ex South Africa) which comprised 6% of Rwanda's power & broke the record for fastest African energy project finance deal to reach financial close and interconnect. He formerly was a business analyst at McKinsey & Co., where he specialized in healthcare, national competitiveness, sustainability and resource productivity, and global public health. He has also held roles at BNP Paribas in Latin American project finance and the Reserve Bank of India in central banking policy. Raffi serves as adviser to a range of organizations including Ashoka, where he works with social entrepreneurs on business model scaling strategy, and Peace First, a Boston-based non-profit dedicated to creating the next generation of peacemakers. He is a member of the Board of Directors of eKutir, a social enterprise using a train-the-trainer model and mobile technology to transform agriculture in India. He previously was curator of the World Economic Forum's Global Shapers Community in Boston, and spoke at the Forum's Annual Meeting in Davos. Raffi holds bachelor's degrees from Stanford University in Economics and Public Policy, with honors in International Security and Cooperation, and conducted graduate work in International Policy Studies.
                                    www.izuba.energy
                                    Naiana Miranda
                                    Principal, MSH PartnersMSH Partners
                                    Naiana is Principal of MSH Partners and Co-Director of the Amazon Chamber. With over a decade of leadership development and entrepreneurial experience, Naiana has supported and advised companies from startups to Fortune 500s — training thousands of executives to leverage their human capital. Coming from humble beginnings in a small Brazilian Amazon town, she recognizes the responsibility of using her privilege to empower others and is making polycapital deployments to ensure the sustainable future of the Amazon rainforest.
                                    Kevin Webb
                                    Managing Director, SuperorganismSuperorganism
                                    Kevin Webb is the co-founder and managing director of Superorganism, a new venture firm dedicated to startups that benefit biodiversity. An early-stage VC for over a decade, Kevin previously helped found and run the Webb Investment Network, where he identified unicorn companies like Verkada, Turo, and Ironclad. Kevin has also been an active angel investor into sustainability-themed businesses like Ginkgo Bioworks, Living Carbon, Inversa Leathers, and Aether Diamonds, that all share in a vision of a future where humans and nature alike thrive. Kevin graduated from Stanford with a degree in Human Biology (Humans, a Changing Environment, and Infectious Disease), and Columbia with an MS in Sustainability Science. He has spoken at Columbia Climate School, Nexus, and the North American Congress of Conservation Biology, and he's been published in State of the Planet, Rewilding, and Make Magazine.
                                    Planet

                                    The Cost of Not Moving to a Net Zero Future

                                    10:40 AM - 11:30 AMForum
                                      Pedro Henriques da Silva
                                      Director, Shifting TrillionsSierra Club Foundation
                                      Pedro Henriques da Silva is an investor, advocate, and the Director of Shifting Trillions at the Sierra Club Foundation (SCF). At SCF, Pedro provides strategic direction for the Foundation’s leadership role in shifting trillions of dollars from the current extractive and exploitative fossil fuel economy to an economy that addresses the climate crisis and restores ecosystems, while decreasing socio-economic inequities. In addition to his role at the Foundation, Pedro serves on the Board of Directors of The Crane Institute for Sustainability. Prior to joining the Sierra Club Foundation, he was an Impact Investment Associate at Global Endowment Management, where he led work on impact measurement and underwriting for the firm's investments, developed net zero and climate justice thought leadership, and spearheaded design of GEM's racial and social equity investment lens frameworks. Pedro uses his current role, foundation in social science, and formative personal background to help move capital towards positive social and ecological outcomes. He believes ideas shape our world, and to build a better one, we need better ideas. He holds a B.A. in Economics from Reed College, where he was elected to Phi Beta Kappa, and completed the General Course at the London School of Economics (LSE).
                                      Stuart Mackintosh
                                      Executive Director, Group of ThirtyGroup of Thirty
                                      Stuart P.M. Mackintosh is a leading business economist, columnist, author, and speaker. His most recent book, Climate Crisis Economics, addresses the essential policy and business shifts required in the urgent transition to a sustainable carbon neutral economy. Mackintosh is a columnist for The Hill, The National, The South China Morning Post, and he writes regularly on international economics for Project Syndicate, Reuters, Bloomberg and other outlets. Mackintosh is a past president of the National Association for Business Economics. He is Executive Director of the Group of Thirty, an international financial think tank comprised senior figures from central banking, the financial sector, and academia.
                                      www.g30.org
                                      Amantia Muhedini
                                      Executive Director, Sustainable and Impact Investing Strategist, UBS Chief Investment Office AmericasUBS
                                      Amantia Muhedini is a Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management. Prior to UBS, Amantia was a sustainable investing fellow with Morgan Stanley’s Investing with Impact team focusing on impact measurement and product development. She also spent time at Working Capital – the Supply Chain Innovation Fund conducting impact and commercial due diligence on potential investments. Amantia previously was an Investments Associate at the Omidyar Group’s Humanity United addressing forced labor in global corporate supply chains. She is also a member of the Governance Council of United World Colleges International (UWC), a global education organization, and was a founding board member and acting Executive Director for UWC Albania, an education non-profit based in Albania. Amantia holds a BA from Princeton University and a MPA from Columbia University's School of International and Public Affairs.
                                      Matt Patsky
                                      CEO and Lead Portfolio Manager, Trillium ESG Global EquityTrillium ESG Global Equity
                                      Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy and Portfolio Manager of the Trillium Sustainable Opportunities strategy. Matt has over three decades of experience in investment research and investment management. He began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research. In 1994, Matt became the first sell side analyst in the United States to publish on the topic of socially responsible investing. As Director of Equity Research for Adams, Harkness & Hill, he built the firm’s powerful research capabilities in socially and environmentally responsible areas such as renewable energy, resource optimization, and organic and natural products. Before Trillium, Matt worked at Winslow Management Company in Boston, where he served as director of research, chair of the investment committee, and portfolio manager for the Green Growth and Green Solutions Strategies. Matt currently serves on the board of TONIIC and has previously served on the Boards of Environmental League of Massachusetts, Shared Interest, Pro Mujer, US SIF, and Root Capital. He is also a member of the Social Venture Circle (SVC), is a member of the CFA Society Boston, and is a Chartered Financial Analyst charter holder. Matt is on the advisory panels for America’s Promise, Generation Climate Change, and SJF & Hall Ventures.
                                      https://www.trilliuminvest.com/mutual-funds/trillium-esg-global-equity-fund
                                      11:30 AM

                                      Coffee + Connect Break

                                      11:30 AM - 11:45 AM
                                      11:45 AM
                                      Cultivating Critical Capital Pathways

                                      Financial Advisory Models: Making or Breaking Impact Investing & Local Investment

                                      11:45 AM - 12:35 PMPavillion
                                        Akasha Absher
                                        President, SyntrinsicSyntrinsic
                                        Akasha Absher is the President of Syntrinsic Investment Counsel, a national investment firm that provides investment advice and strategic consulting to foundations, endowments, nonprofits, and the people affiliated with them. The firm’s purpose is to co-create a sustainable and generative world that empowers all people. Akasha serves on the firm’s Investment Committee and oversees the firm’s efforts to provide investment advice and strategic consulting to clients. Akasha’s background includes investment consulting, investment banking, fixed income trading, risk management and nonprofit leadership, which gives her a unique blend of expertise and experience to work with clients to invest all resources with mission and business strategy. Prior to joining Syntrinsic, she spent many years as a portfolio manager and research analyst at Lucidus Capital Partners and Caxton Associates. Prior to that, she was Vice President and Sin at JP Morgan. A dedicated community volunteer, Akasha serves on the board of the Denver Chamber of Commerce, the Board of Pinnacol Assurance Insurance Company, where she is the Chair of the Investment Committee, and serves on the Investment Committees of Gary Community Ventures and the Association for Black Foundation Executives. Previously, Akasha was a board member of the Denver Metro Chamber Leadership Foundation, Prosperity Denver Fund, Florence Crittenton, Rose Community Foundation’s Professional Advisors Council, and past co-chair of the Women’s Foundation of Colorado’s Power of Extended Philanthropy Club. In 2017 and 2018, Akasha was awarded DBJ’s Who’s Who in Impact Investing in the Rocky Mountain Region. In 2020, Akasha was named one of the Top 25 Most Powerful Women in Colorado by the Colorado Women’s Chamber and in 2021 a Woman of Distinction by the Colorado Girl Scouts. Originally from New York, Akasha earned her bachelor’s degree in finance from Clark Atlanta University and her MBA from the Ross Business School at the University of Michigan. She and her husband moved to Colorado from New York City to enjoy their family and the mountains. When not spending time with family, Akasha can be found practicing yoga and is a certified instructor. She enjoys hiking, reading, and traveling, both domestically and abroad.
                                        www.syntrinsic.com
                                        Craig Muska
                                        Principal, Independent Advisor - Sustainable and Community InvestingIndependent Advisor - Sustainable and community investing Principal
                                        Craig’s career has focused on leveraging investment markets to strengthen communities. He has spent over 20 years working at the intersection of investment, philanthropy, place-based economic development, innovation, and social impact. Craig most recently co-founded TILT Investment Management, an institutional asset management firm that develops highly customized investment strategies for mission driven asset owners. Prior to TILT, he founded Canopy, an innovative model for leading foundations and other institutions seeking to break down investor silos, build infrastructure, and unlock capital for place-based investing. Previously, Craig joined Threshold Group (now Alvarium Tiedemann) to design, champion, and build the company’s market-leading impact investing platform and private foundation practice.
                                        Jason Ray
                                        Founder & Investment Director, Zenith Wealth PartnersZenith Wealth Partners
                                        Jason Ray is the founder & investment director of Zenith Wealth Partners. Zenith is an investment management and advisory firm in Philadelphia. Jason previously worked at Carnegie Wealth Management, FS Investments, and Lincoln Financial Group in client facing investment advisory roles. His skills include portfolio management, investment analysis, business valuation, and leadership. Jason studied politics at Princeton University and won an ivy league football championship. He grew up in Michigan and now lives in Philadelphia with his wife Rukiya and daughter Juniper. Jason serves on the boards of the Cobb’s Creek Foundation (treasurer), the Leon H. Sullivan Charitable Trust, Vetri Community Partnership, Students Run Philly Style, and the Untours Foundation.
                                        www.networthzenith.com
                                        Liz Sessler
                                        COO, CapShiftCapShift
                                        Liz is a founding member of the CapShift Executive Team and oversees multiple parts of the team, including Technology & Product, Client Experience, and Marketing. Prior to CapShift she co-founded and was a senior vice president at ImpactUs Marketplace LLC, a broker-dealer, focused on making private impact investments more accessible to investors and advisors. Liz helped develop ImpactUs as the director of innovation at Enterprise Community Partners. Earlier in her tenure at Enterprise she oversaw the launch of Enterprise’s first retail investment product. Liz began her career at Calvert Impact Capital. She has also worked internationally connecting small and growing businesses with capital and technical assistance services. Liz has a BA in Public Policy Analysis from the University of North Carolina at Chapel Hill.
                                        www.capshift.com
                                        Cultivating Critical Capital Pathways

                                        How Creative Capital Models are Changing How and Where Investments are Made

                                        11:45 AM - 12:35 PMBroad Hub
                                          Wilson Lester
                                          Co-Founder/Managing Partner, Partners in EquityPartners in Equity
                                          Co-Founder of Partners in Equity, a national investment fund focused on supporting owner-occupied commercial real estate for BIPOC businesses owners. Wilson is accomplished leader in community finance and economic development whose efforts continue to forge access to capital and resources for BIPOC entrepreneurs. He built Piedmont Business Capital, a N.C.-based CDFI, or revolving small-business loan fund, that has delivered millions in impact capital to Black businesses across N.C. He is also a Co-Founder of the ACCESS Center for Equity and Success, which supports minority business enterprises with securing public and private contract opportunities. Wilson believes active philanthropy builds communities; therefore, he serves as Treasurer and on the Investment Committee for Cone Health Foundation, as a Board Member of the Triad Advisory Council for Truist Bank, and a Trustee of Greensboro College, and various boards that support health and economic development, and previously his work with the African American Alliance of CDFI CEOs Advocacy Committee which helps shape policy that directly scales Black businesses.
                                          www.pie-nc.org
                                          Y. Elaine Rasmussen
                                          CEO, Social Impact Now!Social Impact Now!
                                          Established in 2016, Social Impact Now! (SIN!) - (previously known as Social Impact Strategies Group) is a Black-led, for-profit, certified B-corp providing impact/gender/racial equity investing & economic development consulting & education. What do all those big fancy words mean? It means we help folks align their money with their values. Founded by Y. Elaine Rasmussen, our team works with high-net-worth individuals, public and private institutions to power racial equity-driven portfolios and investing solutions. We also offer facilitation and education with a bias towards action. SIN!'s client's gain alignment between their personal mission and their assets for positive, inclusive, social impact resulting in healthy and sustainable communities for all. SIN's clients include Allianz, MN North College, Greater Twin Cities United Way, Swift Foundation, Confluence Philanthropy, Ejido Verde, and Frontier Incubators to name a few. We will have some exciting new offerings in January 2022. We are on a mission to power $100B to communities of color. Learn more about SIN at socialimpactnow.com!
                                          www.socialimpactnow.com
                                          Havell Rodrigues
                                          CEO/Co Founder, New Majority CapitalNew Majority Capital
                                          Havell Rodrigues is the Founding Partner at New Majority Capital, a Pending B Corp impact firm focused on closing the wealth gap using Entrepreneurship through Acquisition as a vehicle. The firm provides technical assistance and manages innovative impact funds that aim to remove barriers to knowledge and access to non extractive capital for BIPOC and Women entrepreneurs. He is a former fintech entrepreneur and hedge fund-of-fund manager. He has an MBA from Babson College and is a CAIA charterholder.
                                          https://newmajoritycapital.com
                                          Place

                                          Shaping Neighborhoods: Real Estate Investment To Preserve & Serve Communities

                                          11:45 AM - 12:35 PMForum
                                            Leroy Barber
                                            Executive Director, Neighborhood EconomicsNeighborhood Economics
                                            Leroy Barber has dedicated 30 years living and working towards what Dr. King called “the beloved community.” Leroy starts projects that shape society. In 1989, burdened by the plight of Philadelphia’s homeless, he and his wife, Donna, founded Restoration Ministries to serve homeless families and children living on the streets. In 1994 he became Director of Internship Programs at Cornerstone Christian Academy. Leroy was licensed and ordained at Mt Zion Baptist Church where he served as Youth Director with Donna, and also served as Associate Minister of Evangelism. In 1997 he joined FCS Urban Ministries in Atlanta, GA working with the Atlanta Youth Project to serve as the founding Executive Director of Atlanta Youth Academies, a private elementary school providing quality Christian education for low-income families in the inner city. Leroy also helped found DOOR Atlanta, Community Life Church, South Atlanta Marketplace, and Community Grounds Coffee shop in Atlanta, as well as Green My Hood and The Voices Project. Leroy is an innovator, entrepreneur and lover of the arts. Leroy has a Masters Degree in Divinity and D. Min. Leroy is currently Executive Director of Neighborhood Economics. Leroy is the Co-Founder of the Voices Project and Adjunct professor at Multnomah University. Rev. Barber has served on the boards of The Simple Way, Missio Alliance, The Evangelical Environmental Network (EEN), and the Former Board Chair of the Christian Community Development Association (CCDA). He is the author of four books: New Neighbor: An Invitation to Join Beloved Community (2008, Mission Year) Everyday Missions: How Ordinary People Can Change the World (2012, Intervarsity Press) Red, Brown, Yellow, Black and White: Who’s More Precious In His Sight? with Velma Maia Thomas, 2014, Faith Words/Hachette Book Group) Embrace: God’s Radical Shalom For A Divided World (2016, Intervarsity Press) Leroy currently lives in Portland Oregon and has been married to Donna for the past 37 years. Together they have six children.
                                            Neighborhoodeconomics.org
                                            Michelle Carrera
                                            Executive Director, Norris Square Community AllianceNorris Square Community Alliance
                                            Dr. Michelle Carrera is the Executive Director of Norris Square Community Alliance, a community development corporation (CDC) that has been serving the community of Northeast Philadelphia for 40 years. The mission of the organization is to transform the community by empowering individuals to achieve social mobility. The organization is recognized as one of the top four Latino CDCs in North Philadelphia. NSCA have developed over 200 housing units and impact over 2500 individuals annually. NSCA's model of services has four main areas: education, housing & financial counseling, social services, and workforce development.
                                            www.nscaphila.org
                                            David Kemper
                                            CEO, Trust NeighborhoodsTrust Neighborhoods
                                            David is CEO and one of the three co-founders of Trust Neighborhoods. He began his career as an urban fellow and project manager in affordable housing finance under New York City Mayors Bloomberg and de Blasio, managing a pipeline of LIHTC and HUD multifamily deals. David helped create the New York City’s Division of Capital Planning as its second employee, and helped build Alphabet’s Sidewalk Labs from a four person team to forty while managing its housing and built environment work. He has a BA in history from Yale College, an MPP from the University of Oxford, and an MBA from Stanford Graduate School of Business.
                                            https://trustneighborhoods.com/
                                            Alex Robles
                                            Managing Partner, Voyage InvestmentsVoyage Investments
                                            Alex Robles co-leads Voyage Investments’ overall operations and acquisition strategy. He is responsible for the assemblage of vacant / under-utilized properties and collaborates with local market participants and stakeholders to execute projects. He has over 12 years of experience in hospitality, underwriting, marketing, and real estate investment. As part of SHIFT Capital’s Developer-in-Residence program, he manages the company’s largest Philadelphia projects with a total development cost over $100M. Prior to his investment career, Alex spent seven years working in operations at HEI Hotels & Resorts, a private hotel real estate investment firm. In his time with HEI, he spearheaded sales & marketing efforts for hotels within brands such as Le Meridien and Westin prior to leading the business travel strategy for a 17-hotel cluster. Alex serves as Board Chair of the Kensington Corridor Trust, a community land trust in the Kensington neighborhood of Philadelphia, and Treasurer of Norris Square Community Alliance, a non-profit serving the early-education, affordable housing, and workforce training needs of a majority-Latino neighborhood. Alex is a proud North Philadelphia native with Dominican immigrant roots. Alex received his Master of Business Administration from the Wharton School and his Bachelors of Science from Penn State University’s School of Hospitality Management. He is married to his college sweetheart, Lee Anne, and has twin sons, Lorenzo and Christian.
                                            www.voyage-investments.com
                                            Lindsey Samsi
                                            Senior Developer, PennrosePennrose
                                            With more than 10 years of industry experience, Lindsey Samsi currently serves as Senior Developer for Pennrose. In this role, she has total responsibility for the successful development of a full spectrum of real estate development projects. She is responsible for complete leadership of an in-house team of Developers, Associate Developers, and Administrative Assistants and is simultaneously responsible for multiple projects in varying stages of development - overseeing and orchestrating the completion of multiple developments and the activities of the development team. Lindsey started at Pennrose in April 2016 as the company’s first Assistant Developer. She was promoted to Associate Developer in January 2017, then Developer in January 2020, and Senior Developer in January 2023. She works with senior leadership to manage the sourcing, financing, design and construction, lease-up, and stabilization of a diverse array of Pennrose’s portfolio of multi-family, mixed-use conventional, and affordable real estate assets in Philadelphia and New Jersey. As a Developer at Pennrose, she closed on affordable housing developments totaling over $100 million and almost 250 units including the affordable housing development in Dover, NJ for Veterans, and active-duty families and two phases of scattered site affordable housing development in the Sharswood neighborhood of North Philadelphia, for families and individuals.
                                            https://www.pennrose.com/
                                            12:35 PM

                                            Lunch + Connect

                                            12:35 PM - 01:45 PM
                                            01:55 PM

                                            Reflection, Celebration, and Action

                                            01:55 PM - 02:20 PMThe Forum
                                              Margaret Berger Bradley
                                              VP, Strategic Initiatives, Ben Franklin Tech PartnersBen Franklin Tech Partners
                                              Margaret Berger Bradley is an ImpactPHL Board Member and the Vice President of Strategic Initiatives at Ben Franklin Technology Partners of Southeastern Pennsylvania. She joined Ben Franklin to lead the development and implementation of strategies and projects focused on creating partnerships that expand Ben Franklin’s access to capital and further the overall mission, with a particular focus on emerging impact investment strategies. She has spent more than 25 years focusing on community and economic development, building organizational capacity and managing philanthropic investments, and has had a particular focus on communications, strategic planning and implementation and organizational systems and growth. As Executive Director of the Goldman Sachs 10,000 Small Businesses Initiative – Greater Philadelphia, she worked with partners across the region and a top-notch team at the Community College of Philadelphia to provide small business owners poised for growth with an experience many have called ‘transformational.’ She was until 2012 Chief Operating Officer at TRF, a national leader in neighborhood revitalization, which has invested over $1.5 billion in homes, schools, supermarkets, and other community resources, in pursuit of its mission of creating opportunities for low-wealth people and places. Prior to TRF, Ms. Bradley was a member of The Conservation Company (now TCC Group), where she provided management consulting and organizational development and planning services to corporate and private grantmakers and nonprofit organizations across the United States. Her six years at the U.S. Environmental Protection Agency included developing enforcement training for implementation in Eastern and Central Europe, managing a major recruitment campaign and consulting on organizational changes. Ms. Bradley holds an M.B.A. from Yale University and a B.A. from the University of Virginia.
                                              https://www.sep.benfranklin.org/
                                              Cory Donovan
                                              Executive Director, ImpactPHLImpactPHL
                                              Cory Donovan is the Executive Director of ImpactPHL, a 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 that works for all citizens of 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 Hughes, DIRECTV, and Aerotek. Cory has a degree from the University of Scranton and an MBA from Johns Hopkins University. His personal interests include crowdfund investing, hip hop & old school rap, pickup basketball, home improvement, stand-up comedy, classic cars, and animal welfare.
                                              https://www.impactphl.org/
                                              John Moore
                                              Executive Board Chair, Investors Circle Philadelphia & ImpactPHLInvestors Circle Philadelphia & ImpactPHL
                                              John is currently an advisor to the American Sustainable Business Network’s impact investor network, Investor Circle. He is also a Founder and current Executive Chair of ImpactPHL, an alliance to accelerate the impact investing ecosystem in the greater Philadelphia region. As a successful angel investor for almost 20 years, John has invested in over 50 early stage companies through both Robin Hood Ventures, where he is a managing partner, and Investors Circle. He has served on the Board of several startup social enterprises, his favorite being Wash Cycle Laundry. When he is not investing for impact, he is looking for excuses to go skiing or mountain biking.
                                              impactphl.org
                                              02:20 PM

                                              Moving Money with Intention

                                              02:20 PM - 03:25 PMThe Forum
                                                Mindy Aldridge
                                                President, The Nelson FoundationThe Nelson Foundation
                                                Mindy is President and ex-officio Director of The Nelson Foundation, an independent foundation located in suburban Philadelphia. Mindy’s interests and career have been varied, including time in Washington, D.C., where she worked in government and for a non-profit, 15 years in financial services, eight years teaching social studies and history, and most recently, 17 years working with the Foundation – first as a Director, and since 2010 on staff and Board. She finds that her role at the Foundation leverages many of her skills and is a rewarding blend of her long-term interests. As President, Mindy has led the Foundation and its Board through its first leadership transition and the development and implementation of three strategic plans with the last plan centering the work of the Foundation on racial equity and social justice. Implementation of the recent plan is in its second year. A graduate of Duke, Mindy also holds an MBA from the Columbia Business School and an MA in History from Villanova. Outside of work, she has served on numerous Boards and enjoys golf, reading, pot gardening, and travel. She and her husband live in the suburbs of Philadelphia, where they maintain an “empty nester” household – except for a rescue dog and parrot.
                                                https://nelsonfoundationpa.org/
                                                Richard Binswanger
                                                Experienced Leader in Impact, Non-Profits, and PhilanthropyExperienced Leader in Impact, Non-Profits, and Philanthropy
                                                Richard’s career has been devoted to learning and innovation. He currently serves as an entrepreneur and an advisor to entrepreneurs and non-profit leaders for more than 30 years. He is currently the President of TLG consulting. After twenty years as an educator serving in a variety of capacities for the top private schools in Philadelphia, including teaching, administration, development, technology, and innovation, Richard left to found the non-profit organization, buiLD (Better Understanding of Individuals with Learning Differences). From there, he worked at developing several early stage companies; including helping start Align-alytics (an online business-intelligence company). As CEO of The ClearView Group, he has consulted to non-profits on strategic implementation and on developing innovative approaches to their business models, while also serving as a consultant to the Binswanger Company, on the strategic use of Information Technology. He served as CEO of A Way to Donate, which helped non-profits find a new source of revenue and as CAO of One Green Apple, a software platform designed to help schools create stronger partnerships with their parents. Richard has extensive experience serving in leadership positions on a variety of non-profits and for-profit organizations. Currently he holds board or advisory positions at ImpactPHL, The GreenLight Fund, Jounce Partners, Wissahickon Charter School, Russell Byers Charter, Beyond Celiac and NeuroTinker. Richard also serves as an emergency work hand on his wife’s and daughter’s horse farm, where he lives.
                                                Tamer Makary
                                                Founder, Ethica PartnersEthica Partners
                                                Tamer Makary has long served to deliver sustainable strategies that ensure all people, regardless of their economic means, have access to quality care and equal opportunity. Tamer is a sector agnostic, accomplished strategy advisor and social advocate, with extensive emerging market experience. He focuses his efforts on the growing intersect between the worlds of commerce and philanthropy and is committed to evolving donor dependent programs and advancing standalone socially sustainable business models. Most recently, Tamer founded Ethica Partners, a specialized advisory/investment platform focused on supporting governments, multinational corporations and NGOs on strategy development, implementation/transaction execution support and capital raising initiatives. Tamer graduated, in 2001, with a Bachelor of Arts in Economics and History from Columbia University and currently serves on the Board of the Africa Eye Foundation, the Samuel S. Fels Foundation and is a sustainability advisor to several family groups. He is a member of the Ashoka Support Network, the BMW Young Leaders Foundation and was recently selected into the World Economic Forum's Class of 2018 Young Global Leaders.
                                                Homer Robinson
                                                Founding Partner, Parkera LLCParkera LLC
                                                Prior to co-founding Parkera, LLC, in 2020, Homer Robinson served as President and CEO of the Kaiserman Company. Kaiserman Company, privately held and headquartered in Philadelphia, owns and manages several million square feet of commercial office, retail, and multi-family residential properties across the Delaware Valley, and was founded by Mr. Robinson’s grandfather, Kevy K. Kaiserman, in 1923. He currently serves on Kaiserman Company’s Board of Directors. Before joining Kaiserman, Mr. Robinson was a Senior Project Manager in the New Mexico office of the Jonathan Rose Companies, a multi-disciplinary, mission-driven real estate firm based in New York City. In addition to directing its policy and community outreach efforts, and successfully developing and managing its national carbon neutrality effort, Mr. Robinson helped lead a team in the successful development of downtown Albuquerque’s Alvarado Transportation Center Neighborhood. Their path-breaking project, Silver Gardens, was recognized with the EPA’s National Award for Smart Growth Achievement in 2011. Prior to working for Jonathan Rose, Mr. Robinson was a public defender in Atlanta, GA and a staff attorney at the New Mexico Center on Law and Poverty. Mr. Robinson is a LEED® Accredited Professional, a member of the New Mexico Bar, a licensed Pennsylvania Real Estate Broker, and a graduate of Amherst College and Yale Law School. Mr. Robinson is the founder of Youth Rights Media, a non-profit organization that trained at-risk youth on how to peacefully and effectively advocate for themselves. He serves on the the Board of Directors of Federation Housing (a provider of low-income housing and community services to seniors in the Philadelphia metro) and the Board of Advisors of Rio Grande Solar (a full-service solar power developer now DBA Rio Grande Renewables, LLC). He is is a past member of the Board of Directors of the United States Green Building Council - NM, and Mishkan Shalom, the social justice focused synagogue where he and his family are members. He is an active impact investor in place-based and climate-related start-ups, and lives in Philadelphia’s Mt. Airy neighborhood with his wife, Lisa, and their sons, Theo and Felix.
                                                https://goparkera.com/
                                                03:25 PM

                                                A Taste of Local Investments

                                                03:25 PM - 03:45 PMThe Forum
                                                03:45 PM

                                                Total Impact Summit 23 Closing Happy Hour

                                                03:45 PM - 05:00 PMThe Rittenhouse Square