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Sessions on May 01, 2024

08:00 AM

Registration + Breakfast + Networking

08:00 AM - 09:00 AMConvene Lobby: 1st Floor
09:00 AM

Total Impact Summit 2024 Welcome

09:00 AM - 09:20 AMThe Forum
    Monique Curry-Mims
    Publisher/PrincipalGenerocity/Civic Capital
    Monique Curry-Mims, MBA, MSEd, CAP is the Publisher of Generocity and Principal of Civic Capital, an international social impact firm. Monique works with nonprofits, philanthropic organizations, government agencies, community organizations, and leaders to develop innovative strategies that facilitate, educate, and inform leaders on how to fulfill their mission and purpose, in concert with the needs of the communities they support. As part of Civic Capital's content division, BEYOND Philanthropy, a monthly podcast, and Generocity, a hyperlocal social impact media outlet, are dedicated to building better communities through community-driven impact by taking a critical look at the impact of funding and programs in communities and elevating the voices of communities in hopes of educating those who support them. To further this impact and change, Monique serves as a steering committee member of Philadelphia Black Giving Circle and President and the Allocations Chair of Union Benevolent Association. Additionally, Monique serves as Founder and Convener of PHLanthropy Week, a week-long collection of events bridging funders, nonprofits, and the communities they serve with a goal to facilitate and promote collective impact and give voice to community and black-led organizations around capacity, collaborative and inclusive philanthropy, and equity and inclusion.
    https://www.civiccapitalconsulting.com
    John Moore
    Executive Board ChairImpactPHL
    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.
    09:20 AM

    The State of the Field: Where We Are Today & Why Investors Should be Acting Now

    09:20 AM - 10:20 AMThe Forum
      Jed Emerson
      Chief Impact OfficerAlTi Tiedemann Global
      Founding director of Larkin Street Youth Center and REDF. Various academic appointments in US and Internationally. Co-author/authored 8 books on social entrepreneurship and impact investing. Family office advisor. Long time impact community actor and advocate.
      https://www.alti-global.com
      Rodney Foxworth
      CEOWorthmore
      Rodney is CEO and co-founder of Worthmore, a strategic advisory and venture development firm focused on social impact and inclusive wealth creation. Previously, Rodney served as 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 developed a new brand identity, grew net assets by $30 million, acquired two organizations, and invested in numerous social enterprises. An inaugural Ford Global Fellow and a Skoll Awardee for Social Innovation, Rodney also serves on the boards of Nonprofit Finance Fund, Race Forward, Rhia Ventures, RockHealth.org, and SOCAP Global.
      https://www.worthmore.co
      Sapna Shah
      PresidentGlobal Impact Investing Network (GIIN)
      Sapna Shah serves as president of the GIIN. In this role, she focuses primarily on how the GIIN can most effectively use our programs to support our mission of growing the market. She was previously the chief program and operating officer and strategy director at the GIIN, and has led the GIIN’s network membership as well as an Investors' Council working group on sustainable agriculture investing in sub-Saharan Africa. Prior to joining the GIIN, Sapna was the program officer for Africa and regional coordinator for East Africa for CNFA, a non-profit organization focused on strengthening the agricultural sectors of developing economies. In this role, she managed Alliance for a Green Revolution in Africa (AGRA), USAID and Gates Foundation agricultural development programs in sub-Saharan Africa, where she focused on the creation of rural enterprises and the commercialization of supply chains. Earlier in her career she worked at the Center for Corporate Citizenship with Fortune 500 companies to create business practices that were responsive to emerging market opportunities and social and environmental challenges. Sapna has a BS degree in Neuroscience from Brown University and a Masters of Public Policy from the John F. Kennedy School of Government at Harvard University.
      https://www.thegiin.org
      Matthew Patsky
      Chief Executive OfficerTrillium Asset Management
      Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy. Matt has over four 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 Global Sustain. He 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), a member of the CFA Society Boston, and a Chartered Financial Analyst charter holder. Matt is on the advisory panels for Art Students League of New York, America’s Promise, Criterion, Generation Climate Change, SJF Hall Ventures, and Tara Health Foundation.
      https://www.trilliuminvest.com
      10:20 AM

      Attendee Connection Activity

      10:20 AM - 10:35 AMThe Forum
        Anna Greenwald
        Founder/CEOOn the Goga
        Anna Greenwald is the Founder & CEO of On the Goga, a platform revolutionizing how employers and insurance providers approach wellbeing at work. She has supported teams for over a decade, including Johnson & Johnson, PwC, L’Oreal, GrubHub, and Lyft, to improve wellbeing through systems design and integrated wellbeing education. Greenwald is a TEDx Speaker and adjunct professor of mindfulness and wellbeing at Drexel University.
        https://www.onthegoga.com
        10:35 AM

        Coffee + Connection Break

        10:35 AM - 10:45 AMConvene Lobby: 1st Floor
        10:45 AM

        Modeling the New Economy: The Why Driving Pioneering Leaders Forward

        10:45 AM - 11:30 AMThe Forum
          Melissa Bradley
          General Partner1863 Ventures
          Melissa L. Bradley is the Founder and Managing Partner of 1863 Ventures, a business development program that accelerates New Majority entrepreneurs from high potential to high growth. Melissa is a General Partner of 1863 Venture Fund. She is a board member of Ureeka, a small business platform company she co-founded and sold, Eat the Change, and a trustee of the Nathan Cummings Foundation. Melissa is a member of the Small Business Administration’s Investment Capital Advisory Committee (ICAC), and the former Co-Chair and current National Advisory Council for Innovation and Entrepreneurship member. In 2022, she was named to the Forbes 50 Over 50 list for social entrepreneurship and the Washington Business Journal’s Power 100 list. Melissa is a Professor of Practice at the McDonough School of Business at Georgetown University. Over the last two years, she was commended with the Entrepreneurship Faculty Excellence Award, the Joseph F. LeMoine Award for Undergraduate and Graduate Teaching Excellence, the Peter W. Gonzalez, Jr. Award for Excellence in Adjunct Faculty Teaching, and The Ideas Worth Teaching Award.
          https://www.1863ventures.net
          Ryan Bowers
          CEOBaker Station Advisors
          Ryan Bowers is CEO of Baker Station Advisors, a strategic advisory and executive coaching firm that partners with leaders and their organizations to create liberatory and sustainable change. Before launching Baker Station Advisors, Ryan was a co-founder at Activest, where he brought a racial justice lens to the field of public finance. He previously co-founded Frontline Solutions, a social impact management consulting firm serving foundations and nonprofits. Ryan's past experience includes the Mayor's Office of Philadelphia, a social policy think tank and teaching in the Philly public schools. Ryan has an MBA from Saint Joseph’s University and a BA from Temple University.
          Laura Callanan
          Founding PartnerUpstart Co-Lab
          Laura Callanan, founding partner of Upstart Co-Lab, is disrupting how creativity is funded by connecting capital to creative people who make a profit and make a difference. Laura was previously senior deputy chairman of the National Endowment for the Arts; a consultant with McKinsey & Company’s Social Sector Office; senior adviser at the United Nations Development Programme; executive director of the Prospect Hill Foundation; and associate director at the Rockefeller Foundation where, in addition to her responsibilities managing the endowment, she co-led the Foundation’s first impact investing efforts. Laura is a board member of GlobalGiving Foundation and Upriver Studios, and a member of the British Council Global Creative Economy Council. She has been a visiting fellow at the Federal Reserve Bank of San Francisco, a scholar-in-residence at UC-Berkeley/Haas School of Business, a visiting scholar to the American Academy in Rome, and the recipient of a Rockefeller Foundation Bellagio Fellowship.
          https://www.upstartco-lab.org
          Sean O'Sullivan
          Managing General PartnerSOSV
          Sean O’Sullivan is Managing General Partner of SOSV, a venture capital firm with over $1.5 Billion in assets under management. SOSV runs the world’s most active startup development programs in hardware (HAX) and life sciences (IndieBio). O’Sullivan began as an entrepreneur, and his first startup, MapInfo, grew to a $200 million revenue public company with over 1,000 employees, popularizing street mapping on computers. His first internet company, NetCentric, developed many concepts in internet computing, and he is credited as the co-creator of the term “cloud computing”. He received his BS in Electrical Engineering from Rensselaer Polytechnic Institute and a MFA in Film Production from the University of Southern California. As the founder of the O’Sullivan Foundation, he was the founding funder of Coderdojo (a global network of coding clubs that more than 50,000 kids attend every week) and is a principal donor to Khan Academy (used by more than 75 million students monthly). O'Sullivan is on the board of Khan Academy, the Tyndall Institute, the Autism Impact Alliance, the Brain Foundation, and a number of private companies.
          https://www.sosv.com
          11:40 AM

          The State of Impact: Investing in People

          11:40 AM - 12:40 PMThe Forum
            Samala .
            Head of Community & CultureUnshackled Ventures
            Samala has had a storied portfolio career. Her hustle and entrepreneurial spirit kicked off when she was still single-digit years old. She built her first companies and DJ career in Philly while she was attending The Wharton School and playing D1 lacrosse at the University of Pennsylvania. Her success in Philly helped her move across the country to launch a life, companies, and civic tech nonprofits in San Francisco. Samala is the proud daughter and sibling of immigrants from the Philippines and currently sits on the Board of Directors of Monument Lab and the Women's Foundation of California. She is also an Advisor to the California Explorations Project at New School's Institute on Race, Power, and Political Economy. Fun fact: Samala founded, and continues be resident DJ of the West Coasts longest running 90s dance party.
            https://www.unshackledvc.com
            Ruth Shaber
            PresidentTara Health Foundation
            Ruth Shaber, MD, is a changemaker and innovator, moving from a robust career as an OBGYN and senior executive at Kaiser Permanente to empowering women across finance and healthcare. Currently, she is the founder and president of Tara Health Foundation, a philanthropic investment group that uses evidence-informed programs to promote women's well-being and opportunities. She is also the co-founder and board chair of Rhia Ventures, a collective of foundations and investors committed to bringing new types of capital to the reproductive health field. Her recently published book, The XX Edge: Unlocking Higher Returns and Lower Risk, serves as the basis for her new initiative — The Diverse Investing Collective — which aims to increase the assets managed by gender-diverse and racially-diverse teams to 33 percent by 2033.
            https://www.tarahealthfoundation.org
            Allegra Stennett
            Co-FounderNew Majority Capital
            Allegra Stennett is co-founder of New Majority Capital, an impact investing firm that addresses the racial and gender wealth gaps in the United States by providing training and capital for underrepresented entrepreneurs to buy and scale existing small businesses. Prior to NMC, Allegra completed an MBA at MIT Sloan School of Management and an EdM in Education Policy & Management at Harvard Graduate School of Education. Following completion of her undergraduate studies at Andrews University, Allegra was a banker at J.P. Morgan in New York for 5 years. She split her time equally across the investment banking and commercial banking divisions where she crafted client solutions that combined debt facilities, treasury management, and foreign exchange. During her tenure, Allegra covered a variety of multi-billion dollar client relationships in the Healthcare, Industrials, Natural Resources, and Nonprofit sectors, launched a second language program to prepare 5,000 tri-state employees for expat assignments, and completed stretch assignments in Houston and London. Allegra is a native New Yorker and is the proud daughter of Jamaican immigrants.
            https://www.newmajoritycapital.com
            Aniyia Williams
            PrincipalOmidyar Network
            Aniyia Williams is a systempreneur, creator, inventor, tech changemaker, and investor. She is a principal on the Responsible Technology team at Omidyar Network, leading a multi-million dollar initiative called “The Tech We Want". Aniyia is also co-founder of Zebras Unite, founder and board chair of Black & Brown Founders, founding member of the Black Innovation Alliance, and previously founded the fashion tech company Tinsel.
            https://www.omidyar.com/the-tech-we-want

            The State of Impact: Investing in Planet

            11:40 AM - 12:40 PMPavilion
              Amy Duffuor
              Co-founder/General PartnerAzolla Ventures
              Amy Duffuor is a co-founder and General Partner at Azolla Ventures, where she invests in early-stage technology companies with transformative climate impact. Amy is also a Managing Director at Prime Impact Fund, Azolla’s predecessor vehicle. Her professional background spans business, finance, and impact across three continents. Earlier in her career, Amy was a renewables and power investment banker at Bank of America. There, she worked with CEOs of public and private companies to raise investment capital including the IPO of Sunnova (NYSE:NOVA), a residential solar company initially valued at approximately $1 billion. Before her experience on Wall Street, Amy ran early-stage social venture accelerators around Southeast Asia for a Singapore-headquartered impact investing firm called Impact Investment Exchange. Prior to working in Asia, Amy was a management consultant at State of Flux, a London-based consulting firm that specializes in supply chain and procurement. She has served as a board member for portfolio companies Clean Crop Technologies, Noon Energy, Ovipost, Heaten, Carbon Reform and VELOZBIO. In addition, Amy serves on the board of the Northeast Clean Energy Council (NECEC); the Leadership Council of Activate, a nonprofit that empowers scientists to bring their research to market to address climate change; the Advisory Council of ReFED, a national nonprofit focused on food waste; and the Advisory Circle of GreenTech Noir, a global community for Black people working in sustainability and climate tech. Amy holds a B.A. in Urban Studies from Columbia University, an M.Phil in Migration Studies with Distinction from the University of Oxford, and an MBA from The Wharton School, University of Pennsylvania.
              https://www.azollaventures.com
              Stacy Swann
              FounderResilient Earth Capital
              Stacy Swann is the Founder of Resilient Earth Capital, and the former CEO and Founding Partner of Climate Finance Advisors, a benefit LLC based in Washington, DC. She has more than twenty-five years of experience in project finance, investment, climate change and climate investments, and sustainability. As CEO and Founder of Climate Finance Advisors, she led the firm through its early establishment in 2015, achieving more than 100% average annual growth since its founding, and in 2022 she shepherded the firm through a successful acquisition. During her career, Ms. Swann has held senior and executive positions with the private-sector arm of the World Bank Group, the International Finance Corporation (IFC), as well as with the US Department of Treasury, Enron Corporation, and other organizations. More recently she has worked with impact investors, financial institutions, corporations and policymakers on issues at the nexus of climate change and investment. Key experience through her career includes project finance and transaction structuring, blended finance, impact investment, fund management, as well as advising on financial policy and regulation that underpin and accelerate net-zero, climate-resilient investment. Ms. Swann currently serves on several Boards, including the Montgomery County Green Bank where she is a Board Director and Chair of its Investment Committee. She is also a member of the Board of Winrock International, an international development organization working in more than 40 countries around the world, and Climate Policy Initiative, an analysis and advisory organization helping governments, businesses, and financial institutions drive economic growth while addressing climate change. She was formerly on the Export-Import Bank of the United States (EXIM Bank)’s Climate Council, an advisory committee to its Board, and was its chair from 2021-22. She also a founding Member of Resilient Earth Capital, an angel investor group supporting, coaching, and investing in climate-related start-up businesses.
              https://www.resilient-earth-capital.com
              Kate Williams
              CEO1% for the Planet
              Kate Williams is CEO of 1% for the Planet, a global organization that inspires action and commitment so that our planet and future generations thrive. 1% for the Planet’s global network of thousands of businesses and individuals have donated hundreds of millions of dollars to vetted environmental partners to date. Kate has driven significant organizational scale —implementing high-impact giving strategies, growing a global brand and leading an incredible and dedicated team around the world. Outside of her tenure at 1% for the Planet, Kate earned a BA at Princeton University and an MS at the MIT Sloan School of Management, and has served on a variety of Boards. At home, Kate is Mom to two amazing young adults, a partner to her husband of 30+ years, and is outside on trails as much as possible.
              https://www.onepercentfortheplanet.org

              The State of Impact: Investing in Place

              11:40 AM - 12:40 PMBroad Hub
                Jessie Ai
                Head of InvestmentsForman Family Office
                Jessie Ai is the Head of Investments at the Forman Family Office, a Philadelphia-based single-family office, and oversees strategy, asset allocation, sourcing, deal structure, diligence, asset management and performance reporting. Outside of the investment function, she supports the family’s philanthropic activities and leads next generation engagement and education. Prior to joining the Forman Family Office, Jessie was a Vice President on the investment team at LBCW, another single-family office based in the greater Philadelphia area and raised four private funds affiliated with the family investments. Before her entry into the family office investing world, Jessie was an investment banker in the healthcare group at Jefferies LLC where she worked on M&A and capital markets transactions primarily in the biotechnology and pharma services sectors. Jessie currently sits on the Board of Project HOME, the Forum Foundation, the Young Professionals Leadership Board at the Barnes Foundation and various corporate Boards on behalf of her investments. Jessie received a B.S. in Economics with a concentration in Finance from the Wharton School at the University of Pennsylvania. Jessie resides in Logan Square with her husband and 1-year old son. In her spare time, she enjoys mentoring women and local entrepreneurs, experiencing immersive art, traveling to hiking and ski destinations, and spending time with her family.
                Philip Gaskin
                CEO and Executive AdvisorInter<->Stitial LLC
                Philip is a leader with deep expertise in working cross-sector to build and scale entrepreneurial-led ecosystems that change conditions in communities and economies of all types and geographies. He is currently advising the United States Small Business Administration as Chair of the SBA’s Invention, Innovation, and Entrepreneurship Advisory Committee, which serves as an independent source of information, advice, and recommendations on matters broadly related to the U.S. startup and small business innovation ecosystems. Gaskin previously was strategic advisor to the Office of the President and CEO and Executive Fellow at the Ewing Marion Kauffman Foundation, where he was responsible for advising on the Kauffman Foundation’s local and national efforts to build an economy that works for all people by making entrepreneurship an integral component of economic mobility and development policies, practices, and programs. Gaskin previously served as Vice President, Entrepreneurship, where he provided the vision, strategic thinking, and thought leadership to support the impact of the Foundation’s work, which aimed to eliminate systemic barriers through access to capital, ecosystems, entrepreneurial learning, policy, and research. The overall focus was to promote pragmatic strategies that bring about authentic systems change to realize the fullest form of economic inclusion, interdependence, and open prosperity to motivate economic mobility for all. At Kauffman, he formulated and led the Foundation’s entire Kansas City and national entrepreneurship portfolio and $50M+ budget – including grantmaking, operating programs, community engagement, research, policy, entrepreneur learning and support, and capital access. Philip also serves on the Board of Directors of International Economic Development Council.
                Christine Jones
                Co-Founder/Managing PartnerBlue Highway Capital
                Christine is a Co-Founder and Managing Partner of Blue Highway Capital. Chris has 25 years of expertise in sourcing, structuring, and managing investments through two funds she co-founded. Her investment portfolio includes small middle market companies across a broad range of industries including business services, health care services, telecommunications, transportation and logistics, consumer products, and manufacturing. These investments have been made in rapidly growing businesses and structured to support growth, acquisition and recapitalization strategies. Chris has served on the boards of numerous portfolio companies and various industry associations. Ms. Jones was a member of the Board of Directors of the St. John’s International School in Waterloo, Belgium and its Foundation in the United States. Chris holds a B.A. degree from Miami University in Oxford, Ohio and an M.B.A. from The Wharton School of the University of Pennsylvania.
                https://bluehighwaycapital.com
                Ernesto Villarini
                Managing DirectorCommunity Development Venture Capital Alliance
                Dr. Ernesto Villarini is Managing Director of the Community Venture Capital Alliance (CDVCA), a nonprofit organization dedicated to venture and private capital investing for community and economic development. He co-manages the $45 million Puerto Rico Fund for Growth, directs CDVCA's investment readiness program, and is a member of the organization's investment committee. Dr. Villarini has more than 20 years of experience in executive management, entrepreneurship, and corporate governance. He is a former institutional investment advisor and holds Master’s and Doctoral degrees in business administration.
                https://www.cdvca.org
                12:50 PM

                Impact Networking Lunch

                12:50 PM - 01:50 PMConvene Lobby Areas 1st & 2nd Floor
                02:00 PM

                Navigating the Increasing Complexities of ESG Conversations

                02:00 PM - 02:50 PMThe Forum
                  Michael Cosack
                  PrincipalImpactWise 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 to industry conferences.
                  Colleen Davis
                  TreasurerState of Delaware
                  Colleen C. Davis was elected State Treasurer in November 2018 and re-elected to a second term in 2022. Since taking office, Treasurer Davis has focused on three main priorities: bolstering retirement security and readiness, creating pathways to economic empowerment, and promoting a culture of financial excellence. Highlights of her first term include maintaining Delaware’s AAA bond rating, increasing return on the state’s investments by more than $58 million, and creating Delaware Expanding Access to Retirement & Necessary Savings (EARNS), an Auto-IRA program for Delaware private-sector workers not otherwise covered by an employer-sponsored retirement plan. Previously, Colleen served as the Treasurer for the Delaware Physician Assistant Advocacy Group (DAPA), as a board member on the Advisory Board of Forge Life Sciences, and sat on the Board of Delaware Maritime Education. In conjunction with these achievements, Colleen has also served as a financial consultant to large medical institutions, as well as small independent practices. As such, she has created fiscal stability and improved positive patient outcomes, while saving millions of dollars in overall health care costs.
                  Katayun Jaffari
                  Shareholder and Board MemberCozen O'Connor
                  Katayun Jaffari is Chair of the Corporate Governance practice, Co-Chair of the Capital Markets & Securities practice and Chair of the ESG practice at Cozen O'Connor. Recognized as a leader in the fields of corporate governance and securities, Kathy devotes her practice to advising boards of directors and management teams with respect to governance matters and to handling complex securities transactions for businesses in a variety of industries. Advising clients in deals that have reached the multibillion-dollar range, Kathy has broad experience in corporate finance, compliance, and internal investigations, representing special committees of public company boards. Her practice includes business counseling, capital-raising, and mergers and acquisitions. She currently serves as Special Corporate Counsel, on behalf of Cozen O'Connor on a pro bono basis, to DirectWomen, a nonprofit whose mission is to increase the number of women on corporate boards. Kathy is a prolific speaker and writer in many areas of the law and has published the book, ESG in the Boardroom, a Guidebook for Director, as co-editor, through the American Bar Association. She has guided clients on ESG matters including DEI and materiality assessments and risks and opportunities around ESG. Kathy has been named “Best of the Bar” and a “Woman of Distinction” by the Philadelphia Business Journal. She was selected as the “Star Influencer” for SmartCEO’s Centers of Influence Awards. Kathy has been named a Pennsylvania "Super Lawyer" for securities and corporate finance, to SmartCEO’s Legal Elite as a go-to attorney for business legal advice, one of Philadelphia's "40 Under 40" by Philadelphia Business Journal, and one of Pennsylvania's "Lawyers on the Fast Track" by American Lawyer Media. The Philadelphia Bar Association’s Business Law Section honored her with the Dennis H. Replansky Memorial Award in recognition her legal talent in the area of business law; reputation for mentoring attorneys; significant participation in and contributions to civic and charitable causes; and respect in the legal community for honesty, integrity, and professionalism. The Business Law Section also honored her with the Committee of the Year Award and Chair of the Year Award. Kathy also is the recipient of the Adjunct Teaching Award for Excellence in the Classroom, Legal Studies, Fox School of Business at Temple University.
                  https://www.cozen.com
                  Sarah Norman
                  Managing Director/Head of CIO Sustainable Investing Thought LeadershipBank of America
                  Sarah Norman is a Managing Director and Head of Sustainable Investing Thought Leadership for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she is responsible for developing sustainable investing 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. Sarah leads client engagement efforts in this space and is a regular speaker at industry events. Previously, Sarah has helped drive investment implementation guidance and the development of CIO capabilities across wealth management channels. As an Investment Strategist for the Portfolio Solutions Desk, Sarah delivered guidance on investment strategy implementation through Equities and Equity-linked products, Structured Products and Alternative Investments, and acted as the non-U.S. Equities specialist on the desk. Prior to joining Bank of America, Sarah worked for Morgan Stanley Wealth Management’s Portfolio Strategy & Research Group in New York, globally producing and marketing international equity strategies. Sarah began her finance career with Citi Smith Barney and the Private Client Investment Strategy Group based in London. Sarah earned a B.A. degree and First Class Honors from the University of Sussex, England.

                  The Journey to Find the Impact in Impact Investing

                  02:00 PM - 02:50 PMPavilion
                    Catherine Dun Rappaport
                    Vice PresidentSocial Finance
                    Catherine Dun Rappaport is a Vice President at Social Finance. Her work is focused on helping impact investors, philanthropic partners, government agencies, and community-based organizations deploy capital and deliver programming in ways that support economic and racial justice.? Catherine has over 20 years of experience?leading learning functions at mission-driven organizations, collaborating with clients and community partners on research that informs investment and programming, and sharing lessons learned with diverse audiences. Catherine imbues her work with both humility and rigor, and strives to ensure that it is practical, accessible, and above-all useful for the partners and communities it serves. Prior to joining Social Finance, Catherine was Senior Vice President of Learning and Impact Management at BlueHub Capital, Vice President of Learning and Analytics at the United Way of Mass Bay and a senior research consultant at Abt Associates. Catherine also founded and ran a state chapter of Read to a Child. Currently, Catherine serves on the Board of Directors of the Children’s Investment Fund and is a senior advisor to Impact Frontiers, a member of Social Value-US, and an Ambassador for Leap of Reason. She graduated with honors from Amherst College and received a Master’s in Public Policy from Harvard Kennedy School.
                    https://www.socialfinance.org
                    Anna Mabrey
                    Director, Investor RelationsCalvert Impact
                    Anna Mabrey is a Director on the Investor Relations team at Calvert Impact, a nonprofit investment firm that has helped thousands of people and institutions channel $5 billion in impact investments to social enterprises throughout the US and around the world. Anna’s goal is to collaborate with institutional investors and Financial Advisors, using the Community Investment Note and across asset classes, to build the impact investing space and make a more sustainable and equitable world. Before joining Calvert Impact: Prior to joining Calvert Impact, Anna lived and worked in various locales across the US, Africa, the Middle East and Europe. She has been active volunteering with refugees, natural disaster relief efforts, and AIDS victims for over twenty years. Anna’s first career was as an African Archaeologist and she holds an M.A. in African Archaeology from University College London. Her financial experience includes institutional equity sales and financial planning for military and federal employees overseas.
                    https://www.calvertimpact.org
                    Craig Muska
                    Impact Investment StrategistIndependent Advisor
                    Craig Muska’s career has focused on leveraging investment markets to strengthen communities. He has spent over 25 years working at the intersection of investment management, philanthropy, economic development, innovation, environmental sustainability, and social impact. Craig currently advises institutional investors, asset owners, foundations, and public agencies on the development of mission-aligned strategies and cross-sector investment programs. Craig most recently co-founded TILT Investment Management, an asset management firm that develops highly customized investment strategies for institutional asset owners and private investors. Prior to TILT, he founded Canopy, an innovative model for leading foundations, corporations, and other institutions seeking to break down investor silos, build infrastructure, and unlock capital for place-based investing. Previously, Craig joined Threshold Group (now AlTi Tiedemann Global), to design, champion, and build the company’s market-leading impact investing platform and establish the firm's private foundation investment practice. Craig earned a BA in finance from Northern Illinois University and a MS in public administration from the University of Illinois, Chicago. He currently serves as board chair for Earth Economics and board treasurer for Partners for Rural Washington.
                    Mackenzie Turner
                    Director of ImpactThe Vistria Group, PRG
                    Mackenzie Turner is the Director of Impact at The Vistria Group, a private investment firm investing in essential industries like healthcare, knowledge & learning solutions, financial services, and housing that deliver both attractive financial returns and lasting societal impact. In her role, Mackenzie is responsible for enhancement and implementation of the firm's impact strategy and partnership with Vistria's flagship portfolio company management teams on the measurement and management of impact.
                    https://www.vistria.com

                    From Data to Practice: Connecting Layers of Impact Infrastructure

                    02:00 PM - 02:50 PMBroad Hub
                      Rebecca McAtee
                      Major Gifts OfficerVillage Capital
                      Becca McAtee is the Major Gifts Officer at Village Capital, serving as a frontline fundraiser to expand revenue to support innovative programs and tools for entrepreneurs who are building emergent solutions for social, economic, and environmental challenges around the world. She is passionate about building meaningful relationships with donors and communities to match resources with areas of opportunity. Becca has experience in working with a variety of stakeholders to create meaningful impact in different sectors. She held previous roles at Good Shepherd Rehabilitation Network, United Way of the Greater Lehigh Valley and New York League of Conservation Voters, focusing on building annual and major gifts programs, strategic planning, and volunteer management. She also served in the Peace Corps as a Community and Organizational Development Volunteer in Moldova. She holds an MS in Fundraising Management from Columbia University, a BS in Political Science from University at Albany and is a Certified Fundraising Executive (CFRE).
                      https://www.vilcap.com
                      Karyn Polak
                      Founder & PrincipalShift the Prism
                      Karyn Polak works passionately on social and economic equity, making progress towards a more regenerative and inclusive global economy. Karyn founded Shift the Prism Advisory to support changes in mindsets, systems, and approaches to capital and development – sparking creative engagement and collaboration from the hyperlocal to the national and international level within public, private, non-profit, and community spaces. She previously served as a senior counsel, trusted advisor, and C-suite executive at Citigroup, PNC Bank, and Transamerica — from her first senior position as General Counsel for Citi Private Bank to her most recent as Chief Legal Officer for Transamerica -- and before that at three top-100 U.S. law firms. Karyn serves on the Programming Committee with ImpactPHL to help expand the reach of this meaningful work.
                      Rajith Sebastian
                      Head of Impact InvestmentsWharton Social Impact Initiative
                      Rajith Sebastian is the Head of Impact Investments at the ESG Initiative of the Wharton School, where he leads the overall strategy related to ESG and Impact Investments. Rajith created and manages teams that oversee several best-in-class experiential investing and consulting programs across the ESG investing / impact investing spectrum. These include the Wharton Impact Venture Associates, the Penn Medicine – Wharton Fund for Health, and the Wharton ESG Integration Program. Prior to joining the ESG Initiative, and during his MBA, Rajith worked on raising an Africa-focused private credit impact vehicle, in collaboration with a large global bank. Rajith has 12 years of investment banking and private equity experience, primarily across Sub Saharan Africa and China, and has worked on over $8bn worth of transactions across these markets. He served in senior investment banking roles at Standard Chartered Bank and Nedbank, was a VP at Chinavest (a Shanghai based PE group), and started off his career in management consulting at the Monitor Group (now Monitor-Deloitte). He has a Bachelor of Business Science degree from the University of Cape Town, an MBA from the Wharton School, and is a CFA Charterholder. He lives in Philly, and enjoys time with his wife and two young boys.
                      Michael Young
                      Director of Education and OutreachUS SIF: The Sustainable Investment Forum
                      Michael joined the US SIF team in the fall of 2016, bringing over twenty years of financial services expertise. Michael is responsible for education and membership functions. He leads education initiatives, including US SIF courses and private training services and develops educational materials. Michael also manages membership relations, interacting with US SIF members and prospective members, an array of financial professionals and associations as well as the press. He presents frequently on sustainable investing at industry events and enjoys sharing the work of US SIF and its membership on podcasts and radio programs. Michael’s comments have appeared in the Wall Street Journal, Forbes, Investment News, and Bloomberg, among other publications. Prior to joining US SIF, Michael worked in mutual funds, separately managed accounts, closed-end funds, and exchange-traded funds. His clients ranged from registered investment advisors and financial planning firms and broker-dealer firms to registered investment companies and hedge funds. His responsibilities included product development, relationship management with sub-advisory asset management firms, institutional sales, portfolio construction consulting, national accounts management, and advisor education. While at AdvisorShares, Michael helped launch the first actively managed fossil fuel free ETF. Previously, his time in financial services was spent with ING Investment Management and the Private Client Group at Merrill Lynch. Michael earned a bachelor’s degree from UC Davis.
                      02:50 PM

                      Coffee + Connection Break

                      02:50 PM - 03:00 PMConvene Lobby: 1st Floor
                      03:10 PM

                      The Future of Investing in Communities: Pioneering Models & Lessons

                      03:10 PM - 04:00 PMBroad Hub
                        Topiltzin Gomez
                        Head of Capital StrategiesHoneycomb Credit
                        Topiltzin Gomez is the Head of Capital Strategies at Honeycomb Credit, a community investing platform where small businesses source investment capital from their fans, community, and a growing network of CDFIs and impact investors. With prior professional experience in technology, entrepreneurship, and community development, Topiltzin's professional passion is to create new markets that align financial success with social progress. Topiltzin sits on the board of the Lake County Community Foundation, the Adelante Center for Entrepreneurship, and the National Coalition for Community Capital. Topiltzin is a graduate of Yale College where he studied Ethics, Politics, and Economics.
                        https://www.honeycombcredit.com
                        Jill Johnson
                        CEOInstitute for Entrepreneurial Leadership
                        Jill is the co-founder and CEO of the Institute for Entrepreneurial Leadership (IFEL), based in Newark, NJ. IFEL, founded in 2002, is an independent, nonprofit organization that supports economic development through entrepreneurship. As a 30-year champion for black businesses, Jill is a pioneering voice for inclusive entrepreneurial ecosystems and is creating a new paradigm for the access to capital conversation. She recently led the acquisition of Pipeline Angels, an angel investing network focused on increasing investor diversity and increasing funding for women. The acquisition unites two trailblazing organizations committed to increasing capital access to foster a more inclusive entrepreneurial ecosystem. Jill is a member of the Women’s Forum of New York, the Women Business Collaborative, and Harvard Alumni Entrepreneurs. She also serves on the board of the Horizon Foundation for New Jersey. In 2022, Jill was named one of Crain’s New York Business “Whole Health Heroes'' for her work creating pathways for Black and Latinx entrepreneurs and small business owners to have entrepreneurial success. Jill has a B.A. in economics from Harvard and is married with four amazing sons.
                        https://www.weareifel.org
                        Brian Rajan Nagendra
                        Associate Director/Impact InvestmentSpring Point Partners
                        Brian Rajan Nagendra has 20 years’ experience in community development finance and community economic development. He is the Associate Director of Impact Investments at Spring Point Partners. He worked previously at Living Cities Catalyst Impact Fund, City First Enterprises Impact Investing Fund, the Community Builders, and the Brookings Metropolitan Policy Center Urban Markets Initiative. Brian serves as the Treasurer on the board of directors for Wacif, a nonprofit community loan fund supporting small businesses based in Washington, D.C; on the board of Working Solutions, a small business lender in the SF Bay area; and the investment committee of the Barra Foundation. Brian has a BA in Public Policy from Brown University and an MBA from Georgetown University McDonough School of Business with a focus on real estate, finance and community development.
                        https://www.thespringpoint.com
                        Sandhya Nakhasi
                        Co-CEOCommon Future
                        Sandhya Nakhasi is an executive leader and champion of reimagining a more equitable financial system. She is a co-CEO at Common Future after serving as Managing Director of Impact Investments, where she used an experimental approach to stewarding and growing a portfolio of field defining, equitable lending and community-led investment programs. Before Common Future’s acquisition of Community Credit Lab (CCL), Sandhya was Co-Founder and served first as CCL’s Chief Investment Officer and subsequently as Executive Director. At the organization, she was responsible for leading the team to design and enable affordable and accessible place-based lending programs designed in partnership with community-rooted organizations. Prior to CCL, she was the Investment Manager at a private foundation where she led the design and implementation of both direct and indirect impact investing strategies. In her career to date, she has worked at public, private, and non-profit financial institutions including Freddie Mac, Capital One, and Coastal Enterprises, Inc. where she developed her expertise in credit analysis, portfolio risk management, and portfolio operations. She has also used her professional expertise to build out underwriting and portfolio-management systems and processes that enabled data-driven decisions at Lighter Capital, a financial technology start-up focused on small business lending. Sandhya has a Bachelor of Arts in Economics from New York University and an MBA from the University of Michigan. She also serves on the governance of Common Future, Community Credit Lab, Communities of Opportunity, and is a part of the Investment Committee for the Inclusive Capital Collective.
                        https://www.commonfuture.co

                        Centering Impact: Committing the Right Capital for the Solution

                        03:10 PM - 04:00 PMThe Forum
                          Caitlin Haught
                          CEOAdirondack Capital
                          Caitlin Haught is the Managing Director of Adirondack Capital Management, a family office based in Boston that focuses on social impact investing. She manages both the endowment pool of assets, but also advises the family on impact first investments and grant making as they view their impact across the spectrum from grants to private and public market investing. Prior to joining the Adirondack, Caitlin spent close to a decade at Cambridge Associates advising both families and endowments on asset allocation and manager selection. She has her BA from Amherst College where she graduated Magna Cum Laude and her MBA from Harvard Business School where she graduated as a Baker Scholar. She lives in Newton, MA with her husband and three children.
                          Kirstin Hill
                          President/COOSocial Finance
                          Kirstin Hill is President & COO of Social Finance, a national nonprofit and registered investment advisor that works with the public, private, and social sectors to create partnerships and investments that measurably improve lives. At Social Finance, Kirstin is responsible for the day-to-day operations of the organization, including finance, technology, risk, legal, compliance & talent - while also leading the programmatic teams in the impact advisory and impact investing businesses. Previously, Kirstin spent 25 years at Bank of America / Merrill Lynch, most recently as Chief Operating Officer for Merrill Lynch Wealth Management, overseeing growth strategy, digital platforms, client service, sales performance, advisor compensation and field operations. In this role, Kirstin led a team of over eight thousand people across the country, whose work spanned disciplined daily execution and risk management through to multi-year business transformation. Earlier in her career, Kirstin led the Personal Retirement Solutions business and worked in the bank’s Global Markets division in Equity Derivative Structuring, Equity Derivative Trading and Convertible Bond Trading in New York, London, Hong Kong and Australia. Kirstin holds a bachelor’s degree from Harvard University lives in Boston with her husband and two daughters.
                          https://www.socialfinance.org
                          George Scott
                          Principal-Capital Markets/IRBlackstar Stability Investment Management LLC
                          George Scott is a Principal at Blackstar focused on overseeing capital markets activities with respect to investor relations, equity sourcing, debt strategy and joint venture structuring. George has over 25 years of real estate and finance experience, raising and allocating more than $3 billion on behalf of institutional investors globally. Prior to joining Blackstar, George was a Senior Real Estate Investment Officer at New York Common Retirement Fund where he was primarily responsible for sourcing, structuring, negotiating and monitoring equity investments with both domestic and global fund managers, joint venture partners, operators and sponsors across various property types. Prior to Common, George was the Director of Capital Markets at Urban Investment Partners, a multifamily investment management firm focused on investing in Washington, DC. Prior to this, he was a Senior Manager in Ernst & Young’s Transaction Real Estate Practice specializing in underwriting, real estate structuring, due diligence and execution on both the buy and sell side. George began his career as an analyst in the real estate investment banking group at Morgan Stanley and continued his focus to the real estate sector after business school when he joined Macquarie Capital/Security Capital Group, a platform focused on capital raising and investing in real estate operating companies.
                          https://www.blackstarstability.com
                          Jamie Sears
                          Co-Head of Social Impact & Philanthropy USUBS
                          Jamie Sears is Managing Director, Co-Head of Social Impact and Philanthropy, US, and Head of Community Impact, UBS Americas, responsible for the corporate and client philanthropy business in the region. She joined UBS in 2012 and was the architect of the region’s corporate citizenship strategy. She led the creation of UBS Elevating Entrepreneurs, a portfolio of programs focused on advancing inclusive entrepreneurship and capital, including co-founding Project Entrepreneur. She also designed UBS NextGen Leaders, an initiative to increase college and career success for first-generation students. Prior to UBS, Jamie held senior programmatic roles at Goldman Sachs Office of Corporate Engagement including launching the 10,000 Women and10,000 Small Businesses initiatives. Her previous experience includes establishing the New York University Reynolds Foundation Program in Social Entrepreneurship, and at Teach for America on the corps member selection and national development teams. She has a life-long commitment to advancing equity and has been on the ground floor of launching and growing multiple high-impact initiatives of over $1B in aggregate for leading cross-sector organizations. Jamie has a Master of Public Administration from New York University and a Bachelor of Arts in International Politics and Spanish from Penn State University. She is on the board of the National College Attainment Network, Conference Board Social Responsibility Council Executive Committee, and Social Innovation Summit Leadership Council. In her free time Jamie loves building her elementary school child’s library, startups, and testing new recipes.

                          Setting Boundaries: Investing in A.I. Responsibly

                          03:10 PM - 04:00 PMPavilion
                            Anita Dorett
                            DirectorInvestor Alliance for Human Rights
                            Anita Dorett, is the Director of the Investor Alliance for Human Rights, a collective action platform for responsible investment that is grounded in respect for people’s fundamental rights. In this capacity, Anita drives the development of programs, tools and guidance for investors, to inform and advance their responsibility to respect human rights. Her work includes leading and supporting investors in corporate engagement to address human rights risks in business operations, as well as engaging in standard-setting activities to create an enabling environment for responsible business. She also focuses on issues of technology and human rights as well as investing in businesses operating in conflict affected and high risks regions. Anita has a Law Degree from the National University of Singapore and a Master’s in Law from Columbia University, New York focused on Business and Human Rights. She brings with her 25 years of experience as a corporate attorney with experience in mergers and acquisitions transactions, anti-bribery and corruption compliance primarily in the technology and telecommunications industry. She has worked in Asia and internationally in leadership roles with global technology companies.
                            https://www.investorsforhumanrights.org
                            Julia Fish
                            Managing Director Sustainable & Impact InvestingGlenmede
                            A sustainable investor and strategist, Julia Enyart Fish is a Managing Director on the Sustainable & Impact Investing team at Glenmede, an investment and wealth management firm serving private wealth individuals, family offices, endowments and foundations, and institutional investors. She is a leader of the firm's Sustainable & Impact Investing offering, with a focus on sourcing new investment capabilities across asset classes, ESG and impact reporting, research on investor frameworks across thematic areas like climate change and DEI, and deepening relationships with clients and industry partners. Julia consults for the Wharton Impact Venture Associates program and is an Executive Board member of the Brandywine Ballet. In 2022, she received the Forum of Executive Women's Emerging Leaders Award.
                            https://www.glenmede.com
                            Marian Macindoe
                            Managing Director, Sustainable Investment StrategyParnassus Investments
                            Marian Macindoe is a Managing Director, Head of ESG Stewardship, and chair of the firm’s proxy voting committee. She is responsible for oversight of the firm’s corporate engagement efforts. Prior to joining Parnassus in 2022, Ms. Macindoe was the Head of ESG Strategy and Engagement at Uber Technologies. She acted as the Director of Investment Stewardship at Charles Schwab and prior to that as an Analyst and Advisor for Chevron on ESG concerns. Ms. Macindoe was also the first Director of ESG Research at Glass, Lewis & Company. She received her master’s in regional and urban planning from the London School of Economics and her bachelor’s degree in international and comparative policy studies (economics) from Reed College. Ms. Macindoe sits on the board of First Place for Youth, a nonprofit that supports youth transitioning out of foster care in Oakland, California.
                            https://www.parnassus.com
                            Zoe Weinberg
                            Founder & Managing Partnerex/ante
                            Zoe Weinberg is the founder & managing partner of ex/ante, an early-stage venture fund focused on agentic technology: tools that support human agency and user control over privacy, data, assets, and information. Prior, Zoe worked on ethics and policy at the National Security Commission on Artificial Intelligence and at Google AI. Previously she focused on fragile and conflict-affected states, working on the emergency response in Mosul, Iraq during the counter-ISIL operation in 2017, and at the World Bank (IFC) in over a dozen countries, including Somalia, South Sudan, and Liberia. Prior to the World Bank, she worked in Goldman Sachs’s alternative investment group. Her research and writing has been published in the New York Times and Foreign Affairs, among other publications. She is also a host of the podcast Next in Foreign Policy. Zoe earned her B.A. from Harvard University, a J.D. from Yale Law School, and an M.B.A from Stanford’s Graduate School of Business, where she was a Knight Hennessy Scholar.
                            https://www.buildexante.com
                            04:10 PM

                            In Conversation: What it Requires to Radically Transform Wealth & Move Money Toward Solutions

                            04:10 PM - 05:00 PMThe Forum
                              Janine Firpo
                              Co-founderInvest for Better
                              Janine Firpo is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, a collaborative effort that involved almost 150 women (and a few men) was published in May 2021 by Wiley. Later that year, Janine co-founded Invest for Better, a non-profit organization that helps women invest their money in ways that align with their values. Janine walks her talk. She is taking action to move all her own assets into investments she feels good about and is watching them grow with market-rate returns.
                              https://www.investforbetter.org
                              Priscilla Sims Brown
                              CEO/PresidentAmalgamated Bank
                              Priscilla Sims Brown serves as President and CEO of Amalgamated Bank, a full-service bank, lender and investment manager with a century-long commitment to advancing positive social change. Amalgamated Financial Corp., the holding company for the Bank, is the first publicly traded (NASDAQ: AMAL) financial institution to be a public benefit corporation. Brown guides Amalgamated Bank in championing social responsibility through values-based banking, customer-centric services, and mission focused lending, serving individuals and organizations, including climate groups, foundations, labor unions, advocacy groups, political campaigns, and other socially responsible businesses, who care that their deposits are put to work for good. Brown is also dedicated to addressing environmental and social justice issues at Amalgamated Bank. More than 60% of the Bank’s lending and select balance sheet investments are high-impact through affordable housing, nonprofits, and climate solutions. Named one of the Most Powerful Women in Banking in 2023 by American Banker, Brown has been featured in The New York Times, TIME Magazine, and PBS, among others. Brown's unwavering commitment to social responsibility makes it possible for Amalgamated Bank to do well by doing good and continues to shape the future of the financial industry.
                              https://www.amalgamatedbank.com
                              05:00 PM

                              Day One Closing Remarks

                              05:00 PM - 05:05 PMThe Forum
                                Monique Curry-Mims
                                Publisher/PrincipalGenerocity/Civic Capital
                                Monique Curry-Mims, MBA, MSEd, CAP is the Publisher of Generocity and Principal of Civic Capital, an international social impact firm. Monique works with nonprofits, philanthropic organizations, government agencies, community organizations, and leaders to develop innovative strategies that facilitate, educate, and inform leaders on how to fulfill their mission and purpose, in concert with the needs of the communities they support. As part of Civic Capital's content division, BEYOND Philanthropy, a monthly podcast, and Generocity, a hyperlocal social impact media outlet, are dedicated to building better communities through community-driven impact by taking a critical look at the impact of funding and programs in communities and elevating the voices of communities in hopes of educating those who support them. To further this impact and change, Monique serves as a steering committee member of Philadelphia Black Giving Circle and President and the Allocations Chair of Union Benevolent Association. Additionally, Monique serves as Founder and Convener of PHLanthropy Week, a week-long collection of events bridging funders, nonprofits, and the communities they serve with a goal to facilitate and promote collective impact and give voice to community and black-led organizations around capacity, collaborative and inclusive philanthropy, and equity and inclusion.
                                https://www.civiccapitalconsulting.com

                                Sessions on May 02, 2024

                                08:00 AM

                                Breakfast + Networking

                                08:00 AM - 09:00 AM
                                08:15 AM

                                Breakfast Meeting - Leading From Within: Meeting Our Moment, Making an Impact

                                08:15 AM - 08:55 AMMarket Hub
                                  Steven Cohen
                                  PartnerMorgan Lewis
                                  Steven M. Cohen is the author of “Leading From Within: A Guide to Maximizing Your Effectiveness Through Meditation;” co-founder and Chair of the Board of Meditation4Leadership, a leadership development training organization that brings the benefits of meditation and mindfulness to the workplace; a partner and former global chair of the emerging business and technology practice at Morgan Lewis, an AmLaw 50 law firm; a legal advisor to impact venture capital funds including SJF Ventures, StartUp Health and Plain Sight Capital; and a prolific angel investor in early stage impact companies.
                                  https://www.morganlewis.com
                                  09:00 AM

                                  Welcome to Total Impact Summit Day Two

                                  09:00 AM - 09:15 AMThe Forum
                                    Monique Curry-Mims
                                    Publisher/PrincipalGenerocity/Civic Capital
                                    Monique Curry-Mims, MBA, MSEd, CAP is the Publisher of Generocity and Principal of Civic Capital, an international social impact firm. Monique works with nonprofits, philanthropic organizations, government agencies, community organizations, and leaders to develop innovative strategies that facilitate, educate, and inform leaders on how to fulfill their mission and purpose, in concert with the needs of the communities they support. As part of Civic Capital's content division, BEYOND Philanthropy, a monthly podcast, and Generocity, a hyperlocal social impact media outlet, are dedicated to building better communities through community-driven impact by taking a critical look at the impact of funding and programs in communities and elevating the voices of communities in hopes of educating those who support them. To further this impact and change, Monique serves as a steering committee member of Philadelphia Black Giving Circle and President and the Allocations Chair of Union Benevolent Association. Additionally, Monique serves as Founder and Convener of PHLanthropy Week, a week-long collection of events bridging funders, nonprofits, and the communities they serve with a goal to facilitate and promote collective impact and give voice to community and black-led organizations around capacity, collaborative and inclusive philanthropy, and equity and inclusion.
                                    https://www.civiccapitalconsulting.com
                                    09:15 AM

                                    Big & Bold Impact Investments: How Did They Happen & How Did They Go?

                                    09:15 AM - 10:00 AMThe Forum
                                      Allison Clark
                                      Associate DirectorJohn D. and Catherine T. MacArthur Foundation
                                      Allison is responsible for sourcing, underwriting and managing Program-related Investments for the Foundation’s $500 million Impact Investing portfolio. She currently co-leads the Foundation’s Just Home Project, a demonstration project that supports innovation in housing models to help disrupt the cycle of housing instability and jail involvement. In addition, she also serves as a member of the Chicago Commitment team where she leads impact investing efforts to advance both the Vital Communities and Culture, Equity, and the Arts strategies. Prior to joining the Foundation, Allison worked at Fannie Mae, where she invested more than $150 million in debt and equity in affordable housing developments across the US. She also worked in community development real estate lending at Bank One and for the New York City Economic Development Corporation. Allison has served on a variety of public advisory committees and as board member for nonprofit organizations including Neighborhood Housing Services of Chicago and the Chicago Foundation for Women. Allison graduated from Harvard-Radcliffe College with an AB in Government and earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University.
                                      https://www.macfound.org
                                      Betty Francisco
                                      CEOBoston Impact Initiative
                                      Betty Francisco is business executive, impact investor and community leader. She is known as a powerful convener and changemaker, unapologetic about creating visibility for Latino and POC leaders. In 2022, the Boston Business Journal named Betty as one of the Power 50 – Movement Makers, and Boston Magazine named her as one of the 100 Most Influential People in Boston. Betty is currently the CEO of Boston Impact Initiative, an impact investment fund that invests to close the racial wealth divide in Massachusetts. She is the co-founder of Amplify Latinx, a social venture that is building Latinx economic and political power through Latino leadership representation and economic opportunity in Massachusetts. She also co-founded The Women’s Dinner Group with Anna Foster, in 2020 to mirror the focus of the Boston Men’s Dinner Group, with a specific focus on empowering and connecting women of color. She is also a founding member of the Coalition for an Equitable Economy which is building an equitable small business ecosystem for entrepreneurs of color in Massachusetts. She was the General Counsel at Compass Working Capital where she oversaw the organization’s legal affairs, compliance, and risk management. Before that, she served as EVP, General Counsel for Sports Club/LA and Reebok Sports Club/NY, a fitness brand acquired by Equinox Fitness. Betty began her legal career as a Senior Business Law Associate at Edwards Wildman (now Locke Lord) representing start-ups, corporations and investors. She serves on the Boards of Directors of The Boston Foundation, Nellie Mae Education Foundation, Beth Israel Lahey Health, and Roxbury Community College. Betty obtained her J.D. and M.B.A. from Northeastern University, and her B.A. in History from Bard College.
                                      https://www.bostonimpact.org
                                      Ben McAdams
                                      CEOCommon Ground Institute
                                      Former U.S. Congressman BenMcAdams is the founder and CEO of the Common Ground Institute, an organization supporting jurisdictions working to create revenue and other public benefits from government-owned real estate through public-private partnerships. He is also a Senior Fellow for the Government Finance Officers Association, where he leads the Putting Public Assets to Work Incubator, working with jurisdictions across the U.S. to support their development of public asset management strategies. From 2009 through 2020, McAdams served as a Member of the United States Congress, a Utah State Senator, and Mayor of Salt Lake County, where he represented 1.1 million constituents and balanced a budget of $1.2 billion. In his public service, McAdams brought Republicans and Democrats together to find solutions to address homelessness, improve education and health outcomes, and promote evidence-based decision-making at all levels of government using innovations, including the first social impact bonds to achieve measurable outcomes for the public good. Prior to elected office, McAdams taught Securities Regulation at the University of Utah Law School and was an attorney with Davis Polk in New York and Dorsey & Whitney in Salt Lake City, where he specialized in public and private securities transactions for U.S. and international issuers.
                                      Roodgally Senatus
                                      Senior ReporterImpactAlpha
                                      Roodgally (aka Roody) is a Philadelphia-based senior reporter for ImpactAlpha’s editorial team. Before joining ImpactAlpha, he served as the property markets reporter and later senior reporter for Real Estate Fund Intelligence. During his time at REFI, Roodgally covered the top 100 largest global private equity real estate asset managers, primarily institutional capital allocation to their funds and investments. He was also a writer and digital producer intern for ImpactAlpha out of journalism school. Roodgally has a B.A. in Journalism & Communications from Long Island University’s Brooklyn Campus and a Business Journalism certificate from the Wharton School of the University of Pennsylvania.
                                      https://www.impactalpha.com
                                      10:05 AM

                                      Attendee Connection Activity

                                      10:05 AM - 10:20 AMThe Forum
                                        Anna Greenwald
                                        Founder/CEOOn the Goga
                                        Anna Greenwald is the Founder & CEO of On the Goga, a platform revolutionizing how employers and insurance providers approach wellbeing at work. She has supported teams for over a decade, including Johnson & Johnson, PwC, L’Oreal, GrubHub, and Lyft, to improve wellbeing through systems design and integrated wellbeing education. Greenwald is a TEDx Speaker and adjunct professor of mindfulness and wellbeing at Drexel University.
                                        https://www.onthegoga.com
                                        10:20 AM

                                        Coffee + Connection Break

                                        10:20 AM - 10:30 AMConvene Lobby: 1st Floor
                                        10:30 AM

                                        Catalytic Capital in Service to Communities

                                        10:30 AM - 11:15 AMThe Forum
                                          Brian Fernandes-Halloran
                                          Executive DirectorHalloran Philanthropies
                                          Brian has worked globally facilitating community development, arts initiatives and social benefit projects. As the executive director of Halloran Philanthropies, Brian supports collaborations among unlikely partners. He prioritizes visionary leadership with experience working directly with communities. He leads an investing process that trusts practitioners already working in an entrepreneurial ecosystem to identify glaring gaps in investment capital.
                                          https://www.halloranphilanthropies.org
                                          Timothy Freundlich
                                          Founder/Executive Director/Strategic DevelopmentImpactAssets
                                          Tim is an impact investing innovator. Over the last 25 years, he served 12 at Calvert Impact Capital, helping to build the $500 million Community Investment Note, that has reclined $4B+ in capital. While there he founded ImpactAssets, a $3.2B AUM impact investment firm and donor advised fund that was spun out in 2010. Additionally, he co-founded Good Capital and the SOCAP Conference.
                                          https://www.impactassets.org
                                          Lisa Nutter
                                          Founder/Managing PartnerCommunity Impact Investments
                                          Lisa is founder and managing partner of Community Impact Investments, a venture philanthropy and impact-first fund that provides local leaders and social entrepreneurs with coaching and capital necessary to scale effective community-based solutions that address economic mobility. Her diverse professional background includes work in the fields of education, workforce development, community organizing, human services, community development, and arts and culture. She is trained as an urban planner and her decades of experience nationally as a practitioner, researcher, impact evaluator, and strategist have significantly shaped her work and belief in multidimensional approaches to community building and economic well-being. In addition, she has worked throughout her career on efforts that strengthen non-profit organizations focused on social change – initiatives designed to improve planning, organizational learning, and reflection, as well as research and data utilization to deepen impact and effect systems change. These interests and experiences are reflected in her focus on driving capital to overlooked communities, social impact, and financing effective social solutions in ways that bring them successfully to scale. Lisa has a B.S. in Psychology from the Pennsylvania State University and an M.A. in City Planning from the University of Pennsylvania.
                                          https://www.communityimpactinvest.com
                                          Sherece West-Scantlebury
                                          CEOWinthrop Rockefeller Foundation
                                          Sherece West-Scantlebury is a leading 21st-century equity advocate. From her early beginnings as a housing advocate in New York City to leading programs at some of the most prestigious foundations in the Southeastern United States, Sherece is relentless in her quest to increase prosperity for families striving to move out of poverty. Sherece uses every opportunity to speak life into leaders and organizations. Her expertise in public policy, funding strategies, and program development makes her one of our nation’s top transformational leaders. Before the Winthrop Rockefeller Foundation, she was the founding CEO of the Foundation for Louisiana (FLL). Prior to FFL, she was with the Annie E. Casey Foundation.
                                          https://www.wrfoundation.org
                                          11:30 AM

                                          Workshop: Putting Your Money to Work in the Places You Care About the Most

                                          11:30 AM - 12:10 PMThe Forum
                                            Stephanie Gripne
                                            CEO/FounderImpact Finance Center
                                            Stephanie Gripne, Ph.D., Founder and CEO, Impact Finance Center As Founder and CEO of Impact Finance Center (IFC), Stephanie is the creative force behind several social enterprises designed to accelerate the impact investing movement and move $1T in investment capital into social ventures that do well by doing good: CO Impact Days, Impact Investing Institute, and Rocky Mountain Who’s Who & Impact Investing. Lauded by Forbes as “the Steve Jobs of impact investing”, Stephanie is continuously innovating IFC’s model, which serves as an accelerator for asset owners by identifying, educating, and activating philanthropists and investors who want to become impact investors. In just five years, Stephanie has positioned the State of Colorado as the leader in impact investing and the successful pilot for a National Impact Investing Marketplace. Early evaluation efforts of IFC’s work indicate that 260 direct impact investments totaling $260M have been completed.
                                            https://www.impactfinancecenter.org
                                            Susan Hammel
                                            PresidentCogent Consulting PBC
                                            As a philosophy major who went to Wall Street, Susan Hammel, CFA, translates between social changemakers and investors. Susan began her career at Prudential Impact Investments where she managed an $88 million impact portfolio and obtained her CFA® . Susan’s Harvard MPP and philosophy degree from Carleton College inspired her to leave Wall Street and use her financial acumen to help mission-driven organizations. Susan founded Cogent Consulting PBC in 1998, where she and her team build bridges between philanthropy and traditional finance, serving foundations and institutions across the country who want to do good well. Susan is serving her eighth year as Executive in Residence with the Minnesota Council on Foundations where she holds weekly office hours for 150 foundation members. In collaboration with MCF staff and members, Susan launched the $112 million Minnesota Impact Investing Initiative fund for affordable housing managed by RBC Access and the $44.7 million Integrated Capital Recovery Program in grants and loans in response to the COVID-19 crisis and racial unrest, managed by Minnesota based CDFIs. Susan has extensive board experience and is a member of the Trillium Family Foundation Board and President of the Carleton College Careers Advisory Board. A lifelong lover of water, (liquid or frozen) Susan and her family reside in Deephaven, a lakeside community outside Minneapolis where she enjoys sailboat racing, yoga, and skiing.
                                            http://www.cogentconsulting.net
                                            Kevin Ressler
                                            President and CEOThe Alliance for Health Equity
                                            Kevin M. Ressler serves as CEO of The Alliance for Health Equity, a place-based Health Conversion Foundation seeking to be at the forefront of efforts to address Social Determinants of Health through intentional prioritization of an equity lens. This includes present explorations of impact focused investment management of their corpus as well as explorations in microlending. Previously, Kevin spent five years growing Meals on Wheels of Lancaster and then as President and CEO of United Way of Lancaster County. He earned a Master of Divinity through Lancaster Theological Seminary, hoping to integrate his personal spiritual and moral concerns with the professional activities through non-profit leadership in ways that helps people understand how to effectuate change in pluralistic, multi-dimensional communities of different expressions of values and concerns. Kevin received his Bachelor of Arts degree in Justice, Peace and Conflict Studies from Eastern Mennonite University with a focus on Theater. He enjoys public speaking and preaching, writing, and acting. His volunteer work includes board and committee work as Board Chair for Everence Federal Credit Union, Board Vice Chair of Partnership for Public Health and At-Large seats with Landis Quality Living, UPMC Lititz Hospital, Coatesville Housing Development Corporation, Brandywine Health and Housing Corporation, Conestoga Valley Education Foundation, and a variety of community steering committees in Lancaster and Chester Counties.
                                            https://www.alliancehealthequity.org
                                            Teresa Araco Rodgers
                                            Principal/Founderharp-weaver LLC
                                            Teresa began her career at SEI, a global provider of asset management, investment processing and investment operations solutions. In her fifteen years with the company, she helped establish businesses in Latin America, Africa, Asia and Europe. Teresa founded harp-weaver LLC because she wants to give donors a better way to add meaning and align their gifting with personal, family and financial goals. Her mission is to inspire others by helping them articulate their values and passions to be purposeful givers. Teresa holds a Master’s Degree from the University of Pennsylvania, a Certificate in Nonprofit Administration and is a Chartered Advisor in Philanthropy®. Teresa also writes a regular column on philanthropy for the Philadelphia Social Innovations Journal. She brings a strong business background balanced with a solid understanding of the nonprofit world and charitable gifting strategies focused on impact. harp-weaver is an independent philanthropic advisory firm based in Philadelphia.
                                            https://www.harp-weaver.com

                                            Workshop: Strategies for Urgent Investment in Climate Action While Meeting Fiduciary Responsibility

                                            11:30 AM - 12:10 PMPavilion
                                              Steven Rothstein
                                              Managing DirectorCeres
                                              Steven Maze Rothstein is the founding Managing Director of the Ceres Accelerator for Sustainable Capital Markets. Steven’s 40+ years of experience are critical to explore the most effective strategies to focus on and move capital markets towards climate sustainability. Steven has had a successful career starting, managing and growing several non-profit, social change and government organizations. After college he was one of Citizens Energy Corporation’s founding team. He later started and ran Environmental Futures, a management and market consulting company serving enterprises seeking to grow their environmental work. He also ran the New England market for Constellation’s work as a successful electricity broker, the world renowned, Perkins School for the Blind, Citizen Schools and the John F. Kennedy Library Foundation. He has worked at local, state, federal and international levels of government. Steven served on numerous non-profit and government boards. He has spoken and written extensively.
                                              https://www.ceres.org

                                              Workshop: How to Invest in the Emergent, Regenerative Economy

                                              11:30 AM - 12:10 PMBroad Hub
                                                Francisco Garcia
                                                Director of InvestmentsJust Futures
                                                Francisco (“Cisco”) is Director of Investments for Just Futures, a values-centered investment adviser that connects nonprofits, foundations, and other institutions and their workers with financial solutions, informed by social justice movements. After earning an undergraduate degree in entrepreneurship from Vanderbilt University, he started his career in financial services, conducting economic and equity research at a New York-based financial startup before working on institutional client implementation at Goldman Sachs. Shifting his focus to building more resilient and equitable cities, Cisco received a master’s in public administration at the University of Pennsylvania and went on to serve in the City of Philadelphia government, overseeing investments in job creation and growth through technology and innovation sectors. This experience included managing a startup program that supported disadvantaged entrepreneurs with unrestricted grants. In 2020, Cisco helped manage national operations for the Biden for President campaign. Prior to joining Just Futures, Cisco was chief of staff to a San Francisco-based software startup building products that make governments more efficient. His portfolio of work included overseeing operations and financial planning and analysis through a period that included growth from 15 to 50+ employees and raising a Series A venture capital round. Originally from Brooklyn, NY, today he calls Philadelphia home.
                                                https://www.justfutures.com
                                                Curt Lyon
                                                Executive DirectorTransform Finance
                                                Curt is dedicated supporter of social and economic models that create a more equitable world. As Executive Director of Transform Finance, Curt leads the organization’s efforts to mobilize capital towards such models, particularly those that create ownership, wealth, and power for communities who have been neglected such opportunities. Since 2017, he has worked closely with co-founder Andrea Armeni on Transform Finance’s research, narrative-building, and education work that develops cutting-edge trends in impact investment. He has co-authored several flagship reports, including Grassroots Community Engaged Investment and Alternative Ownership Enterprises. Outside of Transform Finance, he organizes for for state and local electoral campaigns in New York City and leads fundraising initiatives for local Solidarity Economy initiatives like cooperatives and Community Land Trusts. Curt lives in Queens.
                                                https://www.transformfinance.org
                                                12:10 PM

                                                Impact Networking Lunch

                                                12:10 PM - 01:10 PMConvene Lobby Areas 1st & 2nd Floor
                                                01:15 PM

                                                Stories from the Field: Meeting Milestones & Moving Money

                                                01:15 PM - 01:55 PMThe Forum
                                                  Margaret Berger Bradley
                                                  VP, Strategic InitiativesBen 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.benfranklin.org
                                                  Wendell Pritchett
                                                  James S. Riepe Professor of Law and EducationUniversity of Pennsylvania
                                                  Wendell Pritchett is the James S. Riepe Presidential Professor of Law and Education at the University of Pennsylvania. Pritchett served as the Interim University President from February 2022 - June 2022 and previously served as the University Provost at Penn from July 1, 2017, through December 31, 2021. He first joined the Penn Law faculty in 2002 and served as Interim Dean and Presidential Professor for the 2014-15 school year. From 2006-2007, he served as associate dean for academic affairs. Dr. Pritchett has written two books, and his research examines the development of post-war urban policy, in particular urban renewal, housing finance and housing discrimination. Dr. Pritchett has specialized in real estate and housing law, representing nonprofit organizations involved in the development of affordable housing. Prior to his current position at Penn, he served the University as Interim Dean of the Law School and as a Penn Law professor. Dr. Pritchett also served as Chancellor of Rutgers-Camden, and as Deputy Chief of Staff and Director of Policy for Philadelphia Mayor Michael Nutter, who also appointed him to the School Reform Commission. Before Penn, he spent five years as Assistant Professor of History at Baruch College of the City University of New York. In 2007, he chaired the Urban Policy Task Force for then-Sen. Barack Obama’s presidential campaign. Earlier in his career, Pritchett served as director of district offices for U.S. Rep. Thomas Foglietta and as an attorney representing non-profit organizations in the development of affordable housing. He holds a Ph.D. in history from Penn and is an award-winning urban historian. Dr. Pritchett earned his law degree at Yale. During the past 15 years, Pritchett has played board leadership roles in numerous nonprofit organizations. Pritchett currently serves on Reinvestment Fund’s Board of Directors and is an investor in the PhilaImpact Fund, which offers an opportunity for investors to channel their capital into neighborhood development projects that support regional growth and local initiatives in the communities that need them the most.
                                                  https://www.reinvestment.com
                                                  Simran Sidhu
                                                  EVP, ImpactSpring Point Partners
                                                  Simran Sidhu serves as EVP of Impact for Spring Point Partners LLC (SPP), a Philadelphia-based social impact organization that invests in the transformational leaders, networks, and solutions that power community change and advance justice. The daughter of an Indian sea captain and granddaughter of individuals displaced by partition, Simran grew up with a front-row view of justice and an expansive understanding of the diversity of humanity. After graduating from St. Xavier’s College, University of Bombay, Simran earned a master’s degree in journalism and public relations from Temple. As YouthBuild Philadelphia Charter School’s executive director, she saw the organization through 15 years of significant growth, helping more than 3,000 high school dropouts become successful community members through education, job skills, and environmental support. In 2017, she took the helm in building The Hive, one of the inaugural impact programs at Spring Point Partners LLC, and today oversees the breadth of SPP’s grantmaking and impact investments with a practitioner’s perspective, centering equity and justice throughout. Simran is also a mother of two, cook, and connoisseur of podcasts and books.
                                                  https://www.thespringpoint.com
                                                  Anju Suresh
                                                  Officer/Sustainable & Impact InvestingGlenmede
                                                  Anju Suresh is an Investment Specialist on the Sustainable and Impact Investing team at Glenmede. She supports the team in all aspects of work, including investment research, strategy development and helping clients build mission-aligned portfolios. Prior to joining Glenmede, Anju worked at a nonprofit community development financial institution (CDFI) that invested in strengthening affordable, quality healthcare in underserved communities, as well as at an asset management firm in ESG-focused rotations.
                                                  https://www.glenmede.com/sustainable-impact-overview/
                                                  Kristina Wahl
                                                  PresidentThe 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.
                                                  https://www.barrafoundation.org
                                                  02:05 PM

                                                  Community I.Q. Conversations: Moving Foundations & Endowments Forward

                                                  02:05 PM - 02:45 PMPavillion
                                                    Erika Seth Davies
                                                    Chief Executive OfficerRhia Ventures
                                                    Rodney Foxworth
                                                    CEOWorthmore
                                                    Rodney is CEO and co-founder of Worthmore, a strategic advisory and venture development firm focused on social impact and inclusive wealth creation. Previously, Rodney served as 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 developed a new brand identity, grew net assets by $30 million, acquired two organizations, and invested in numerous social enterprises. An inaugural Ford Global Fellow and a Skoll Awardee for Social Innovation, Rodney also serves on the boards of Nonprofit Finance Fund, Race Forward, Rhia Ventures, RockHealth.org, and SOCAP Global.
                                                    https://www.worthmore.co

                                                    Community I.Q. Conversations: Moving Individual Investors & Family Offices Forward

                                                    02:05 PM - 02:45 PMBroad Hub
                                                      Margot Kane
                                                      Chief Investment OfficerSpring Point Partners
                                                      Margot Kane has been leading innovative investment strategies in impact-aligned sectors for over 15 years in the U.S. and globally. As the inaugural Chief Investment Officer at Spring Point Partners, an organization directed by the fifth generation of Philadelphia’s Berwind family, she leads a uniquely flexible, impact-driven investment practice that reflects themes of economic and social justice in the U.S. and focuses on wealth-building pathways for underrepresented founders and communities in early-stage equity, private credit and real asset ownership. Previously, Margot served as Vice President of Strategy at Calvert Impact Capital, a global non-profit impact investment firm, and as Chief Financial Officer at Closed Loop Partners, a circular economy-focused private equity firm. She began her career in reproductive justice and international development at Pathfinder International. Margot also serves on the investment committees for Builders Initiative Foundation and Singapore-based Circulate Capital, and is a member of the Environmental Finance Advisory Board to the U.S. Department of Environmental Protection.
                                                      https://www.thespringpoint.com
                                                      Teresa Araco Rodgers
                                                      Principal/Founderharp-weaver LLC
                                                      Teresa began her career at SEI, a global provider of asset management, investment processing and investment operations solutions. In her fifteen years with the company, she helped establish businesses in Latin America, Africa, Asia and Europe. Teresa founded harp-weaver LLC because she wants to give donors a better way to add meaning and align their gifting with personal, family and financial goals. Her mission is to inspire others by helping them articulate their values and passions to be purposeful givers. Teresa holds a Master’s Degree from the University of Pennsylvania, a Certificate in Nonprofit Administration and is a Chartered Advisor in Philanthropy®. Teresa also writes a regular column on philanthropy for the Philadelphia Social Innovations Journal. She brings a strong business background balanced with a solid understanding of the nonprofit world and charitable gifting strategies focused on impact. harp-weaver is an independent philanthropic advisory firm based in Philadelphia.
                                                      https://www.harp-weaver.com

                                                      Community I.Q.: Open Networking

                                                      02:05 PM - 02:45 PMLobby Areas & The Forum
                                                      02:55 PM

                                                      Community I.Q. Conversations: Investing for Racial and Gender Equity

                                                      02:55 PM - 03:35 PMBroad Hub
                                                        Margaret Berger Bradley
                                                        VP, Strategic InitiativesBen 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.benfranklin.org
                                                        Melina Harris
                                                        Impact AnalystThe Economy League of Greater Philadelphia
                                                        At the Economy League of Greater Philadelphia, Mel collaborates with their team to enhance transparency and efficacy in driving equitable business growth within large institutional supply chains and coordinates the PAGE Capital initiative to foster innovative solutions for capital access. A Sustainable Innovation MBA graduate from the University of Vermont with a background in financial services, Mel is passionate about democratizing access to non-extractive capital and exploring new models for community investment.
                                                        https://www.economyleague.org
                                                        Vanessa Lowe
                                                        Host, Vanessa's Money HourG-Town Radio
                                                        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.

                                                        Community I.Q. Conversations: Investing for Climate Action

                                                        02:55 PM - 03:35 PMPavilion
                                                          Maryrose Myrtetus
                                                          Executive DirectorPhiladelphia Green Capital Corp
                                                          Executive Director of the Philadelphia Green Capital Corp. (PGCC), the green bank of Philadelphia. We work to connect projects to capital to drive a robust, equitable, clean energy market in the Philadelphia region, support the Philadelphia Energy Authority, and respond to the local challenges of climate change.
                                                          Kate Williams
                                                          CEO1% for the Planet
                                                          Kate Williams is CEO of 1% for the Planet, a global organization that inspires action and commitment so that our planet and future generations thrive. 1% for the Planet’s global network of thousands of businesses and individuals have donated hundreds of millions of dollars to vetted environmental partners to date. Kate has driven significant organizational scale —implementing high-impact giving strategies, growing a global brand and leading an incredible and dedicated team around the world. Outside of her tenure at 1% for the Planet, Kate earned a BA at Princeton University and an MS at the MIT Sloan School of Management, and has served on a variety of Boards. At home, Kate is Mom to two amazing young adults, a partner to her husband of 30+ years, and is outside on trails as much as possible.
                                                          https://www.onepercentfortheplanet.org

                                                          Community I.Q. Conversations: Investing in Greater Philadelphia

                                                          02:55 PM - 03:35 PMMarket Studio
                                                            Jodie Harris
                                                            PresidentPIDC
                                                            Bringing more than 30 years of experience in economic and community development, Jodie has dedicated her career to driving meaningful, sustainable, and equitable economic growth, especially in historically underserved communities. As president of PIDC, Jodie works with the organization’s partners at the City of Philadelphia and Greater Philadelphia Chamber of Commerce—along with stakeholders in the business, civic, and philanthropic communities—to drive inclusive economic growth, vitality, and opportunity to every corner and zip code of Philadelphia.Jodie previously served in a variety of roles at the Department of the Treasury, including program manager, senior advisor, and director of community and economic development policy. While her work at the Treasury Department crossed several sectors, Jodie has long focused on initiatives that expand access to capital, with additional experience in community development finance and financial inclusion. Prior to her work in government, Jodie held various roles related to community economic development and empowerment from the very beginning of her career, including as a community development credit analyst with Meridian Bank before expanding her portfolio by working in the private sector as a strategic planning manager at Accenture and serving as a research analyst at the Institute for Education and Social Policy. Jodie is a native of Philadelphia. She holds a bachelor’s degree in finance and international business from the University of Maryland and has also earned two graduate degrees from New York University: an MBA in finance and management and an MPA in public policy.
                                                            https://www.pidcphila.com
                                                            Megan McFadden
                                                            Director of StrategyImpactPHL
                                                            Megan has dedicated her 18-year career to economic systems change. As a field and ecosystem builder, Megan's worked with pioneering organizations at local, national, and international levels on everything from investment convenings to the R&D of new investment funds, global research projects to capacity-building for entrepreneurs. She's worked with teams including SOCAP, Institute for the Future, ImpactAlpha, The Enterprise Center, Yerba Buena Center for the Arts, Impact Hub, and more.
                                                            https://www.impactphl.org
                                                            Dermot Murphy
                                                            Program DirectorOptImpact
                                                            Dermot Murphy is the Program Director of OptImpact, leading the development and execution of the OptImpact system, a cutting-edge initiative aimed at harnessing technology and innovation for sustainable social impact. Dermot has over 10 years of experience in impact investing and grant making while leading Halloran Philanthropies Mid-Atlantic grant and Impact Investments program. Where he committed catalytic capital in the form of patient, flexible and risk-tolerant investments. The focus of the majority of these investments supported community development, climate solutions, social entrepreneurship, financial inclusion, and social innovation.
                                                            https://www.optimpact.org

                                                            Community I.Q.: Open Networking

                                                            02:55 PM - 03:35 PMLobby Areas & The Forum
                                                            03:45 PM

                                                            An Introduction to Wealth Supremacy: How the Extractive Economy and the Biased Rules of Capitalism Drive Today's Crises

                                                            03:45 PM - 04:00 PMThe Forum
                                                              Marjorie Kelly
                                                              Distinguished Senior FellowThe Democracy Collaborative
                                                              In my current work at The Democracy Collaborative (TDC), we help civic leaders nationwide build more inclusive local economies. This is the culmination of a long career working for a more democratic economy. My latest book, Wealth Supremacy: How the Extractive Economy and the Biased Rules of Capitalism Drive Today's Crises (forthcoming September 12, 2023), dives deep into obstacles to the democratic economy by exploring the way extractive capitalism benefits the wealthy over everyone else, I launched Business Ethics: The Magazine of Corporate Responsibility in 1987, when the fields of CSR, social investing, and business ethics were in their infancy. I watched those fields grow to maturity, but saw that by themselves they were not enough. After 20 years as a publisher, I moved to the Tellus Institute to specialize in alternative enterprise design, the necessary next step in progressive economic change. I explored how irresponsible behavior in business stems from companies' core design, in my first book, The Divine Right of Capital. In my second book, Owning Our Future: The Emerging Ownership Revolution, I explored solutions. I visited sites across the US and Europe, looking at ownership designs building a different kind of economy -- from the lobster industry in Maine and the wind industry in Denmark to a massive employee-owned department store chain in the UK. My third book, The Making of a Democratic Economy, journeys around the US and UK, looking at an entire new paradigm for how to design and run an economy that serves all of us, in contrast to today's extractive economy, built for maximum financial extraction by an elite. The Democracy Collaborative is an r&d lab for the democratic economy, working in theory and practice to create an economy where all can thrive, within planetary boundaries. We find growing interest in this work from parties like the Federal Reserve, foundations, city government leaders, employee-owned company leaders, B Corporations, nonprofit hospital and university leaders, nonprofits, and activists. At this moment of unprecedented crisis and opportunity, the time is coming for change on a massive scale.
                                                              https://www.democracycollaborative.org
                                                              Kelly Sheard
                                                              Director, Gender Wealth InstituteWomens Way
                                                              Kelly Sheard is a Philadelphia native with extensive experience in program management, civic engagement and education. She graduated from the University of Michigan with a Master's in Social Work and later Drexel University with a Master's in Educational Improvement and Transformation. As the new Director of the Gender Wealth Institute for Women's Way, Kelly is excited to work with partners to advance a feminist economic agenda that supports the collective power of all women in this region. She believes strongly in the power of organizing, relationship building and public problem solving and is excited to bring those values to the leadership of the Gender Wealth Institute.
                                                              https://www.womensway.org
                                                              04:00 PM

                                                              Modeling the New Economy: Commitment, Action, & Accountability in the Year Ahead

                                                              04:00 PM - 04:50 PMThe Forum
                                                                Andrea Armeni
                                                                ProfessorNYU Wagner
                                                                Andrea Armeni is Clinical Associate Professor of Social Finance and Public Service at the NYU Wagner Graduate School of Public Service, where he is also the Director of the Social Impact, Innovation, and Investment Specialization. He leads the NYU Impact Investment Fund, a student-run investment fund that uniquely brings together public policy and business school students. Andrea is a Senior Advisor at Transform Finance, where he was previously co-founder and Executive Director for a decade, exploring how capital can be made more just and equitable and how transformative social change can be achieved both in and through finance. He is the co-author, most recently, of “Alternative Ownership Enterprises,” “Grassroots Community Engaged Investment: Redistributing power over investment processes as the key to fostering equitable outcomes” and “Addressing Capital's Effects on Racial Justice: How investments drive injustice and what investors can do about it.” Andrea served as an Investment Advisor to the Secretariat of the United Nations’ Joint SDG Fund, is a steering committee member of the Racial Equity Economics Finance Sustainability initiative (REEFS), and is a board member of CARE Enterprises, the impact investing arm of CARE International.
                                                                https://www.wagner.nyu.edu/education/degrees/mpa-public-nonprofit-management-policy/social-innovation
                                                                Natasha Lamb
                                                                Chief Investment OfficerArjuna Capital
                                                                Natasha is a Managing Partner and Portfolio Manager at Arjuna Capital, which she co-founded in 2013. Natasha works with clients to integrate Environmental, Social, and Governance (ESG) factors into their investments, while engaging major corporations to improve their performance through shareholder activism. Named by Bloomberg Businessweek as one of the “Bloomberg 50” most influential people who defined global business in 2017, Natasha was also featured on the cover of the magazine in June 2017. In 2018, she was named to InStyle magazine’s ‘The Badass 50: women who are changing the world’ list. Natasha is a regular contributor to CNBC and Bloomberg TV. She has been profiled in The New York Times, Forbes, and Fast Company, while her work has been featured in Rolling Stone, the Economist, the Wall Street Journal, as well as on NPR and CNN. In 2016, Natasha received the ‘Aiming High Award’ from Legal Momentum for pioneering a shareholder campaign on gender and racial pay equity. Her 2014 landmark negotiation with Exxon Mobil led to the company’s first public report on global warming and carbon asset risk. Natasha has served as Chairman of the board of the Intentional Endowments Network andon the boards of The Food Project and Change is Simple. She holds an M.B.A in Sustainable Business from Presidio Graduate School, where she taught sustainable investing for 5 years. Natasha received her B.A. cum laude from Mount Holyoke College.
                                                                https://www.arjuna-capital.com
                                                                Jessica Norwood
                                                                Founder/CEORUNWAY
                                                                Named to Essence Magazines “50 Entrepreneurs to Watch” list, Jessica Norwood is an author, entrepreneur, investor, artist, and philanthropist who has spent her career exploring the ways that money can be an expression of repair and spiritual care. As the founder and CEO of RUNWAY, she leads alongside a powerhouse team of women of color who are committed to resourcing Black founders by providing start-up capital and nurturing their ongoing success. Jessica is widely recognized for her financial activism and commitment to leadership and learning, including being a winner of the prestigious Nathan Cummings Foundation Fellowship, Center for Economic Democracy fellow, Just Economy Institute’s Integrated Capital Fellowship, Common Future Fellow for local economies and a lifelong Fellow of the Sanford School of Public Policy at Duke University and Southern University College of Business for Emerging Leaders, as well as the Political Power and Social Change Fellow of the Hip Hop Archive at the Hutchins Center of Harvard University.Jessica is the author of Believe-in-You Money: What Would the Economy Look Like if it Loved Black People? and co-host of Road to Repair, a podcast exploring our journey out of a business as-usual economy toward justice, healing, and liberation.
                                                                https://www.runway.family
                                                                Lindsay Smalling
                                                                Head of Sales60 Decibels
                                                                Lindsay is Head of Sales at 60 Decibels, a tech-enabled impact measurement company that brings speed and repeatability to social impact measurement and customer insights. Prior to 60 Decibels, she was CEO of SOCAP, and held previous roles at ImpactAssets, Entrepreneurs Foundation, Wellington Management and Lord Abbett. Lindsay graduated from Pomona College and has an MBA from Columbia Business School.
                                                                https://www.60decibels.com
                                                                Enith Williams
                                                                Founder/Executive DirectorReparations Finance Lab
                                                                Enith Martin Williams is the Founder and Executive Director of the Reparations Finance Lab, (RFL), a non-profit that seeks to deliver Reparative Capital to the descendants of the Transatlantic Slave Trade. RFL’s vision is to dismantle practices and structures in all institutions that perpetuate harm; repair intergenerational trauma, eliminate the racial wealth gap, and end modern-day systemic racism through reparative redress for African people's stolen labor, knowledge, and property. Enith is a graduate of Williams College and worked as an international banker with Merrill Lynch in New York. She later returned to live in Jamaica, where she was employed in various economic development agencies of the Government of Jamaica.
                                                                https://www.reparationsfinancelab.org
                                                                04:50 PM

                                                                Thank You + Closing Call To Action

                                                                04:50 PM - 05:00 PMThe Forum
                                                                  Monique Curry-Mims
                                                                  Publisher/PrincipalGenerocity/Civic Capital
                                                                  Monique Curry-Mims, MBA, MSEd, CAP is the Publisher of Generocity and Principal of Civic Capital, an international social impact firm. Monique works with nonprofits, philanthropic organizations, government agencies, community organizations, and leaders to develop innovative strategies that facilitate, educate, and inform leaders on how to fulfill their mission and purpose, in concert with the needs of the communities they support. As part of Civic Capital's content division, BEYOND Philanthropy, a monthly podcast, and Generocity, a hyperlocal social impact media outlet, are dedicated to building better communities through community-driven impact by taking a critical look at the impact of funding and programs in communities and elevating the voices of communities in hopes of educating those who support them. To further this impact and change, Monique serves as a steering committee member of Philadelphia Black Giving Circle and President and the Allocations Chair of Union Benevolent Association. Additionally, Monique serves as Founder and Convener of PHLanthropy Week, a week-long collection of events bridging funders, nonprofits, and the communities they serve with a goal to facilitate and promote collective impact and give voice to community and black-led organizations around capacity, collaborative and inclusive philanthropy, and equity and inclusion.
                                                                  https://www.civiccapitalconsulting.com
                                                                  Cory Donovan
                                                                  Executive DirectorImpactPHL
                                                                  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
                                                                  05:00 PM

                                                                  Total Impact Summit Closing Reception

                                                                  05:00 PM - 06:00 PMConvene Lobby: 2nd Floor