Agenda - Day 1

NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

OPENING COMMENTS FROM YOUR HOST

KEYNOTE PANEL: A GLOBAL MARKET OUTLOOK FOR INSTITUTIONAL INVESTORS

How to Spot Trends and Increase Returns

SPOTLIGHT: GLOBAL SHIFTS IN A NEW, POLYCRISIS WORLD

Harnessing the Power of Purpose to Shape the Future

INDUSTRY EXPERT: Schroders

MORNING COFFE BREAK

INDUSTRY EXPERT: APPROACHES TO CLIMATE-ALIGNED INVESTING

Meeting Investor Objectives

C-SUITE EXCLUSIVE: BUILD A ROBUST TEAM, MANAGEMENT AND GOVERNANCE STRUCTURE

Enabling Growth, Improvement and Strengthening of a Foundation’s Funds, Impact and Endowment Portfolio

SPEED NETWORKING AND EXHIBITOR LOUNGE: MAKE MEANINGFUL CONNECTIONS 

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

INDUSTRY EXPERT: COMMUNITY BONDS

Building An Equitable System for Financing Community Projects

INDUSTRY EXPERT: IMPACT BONDS

For investors looking for an entry point into Impact Investing, are impact bonds a no-brainer?

CASE STUDY: BALANCING MISSION-RELATED INVESTMENTS (MRI) AND RETURNS

Promote long-term social impact through intended investment & generate measurable social or environmental benefit and a financial return

INDUSTRY EXPERT: THE VALUE OF DIVERSIFICATION

How to Find the Right Strategies for Your Portfolio

INDUSTRY EXPERT: PROTECTING INVESTMENT GAINS THROUGH EFFICIENT IMPLEMENTATION

What is the hard-dollar cost of unintended risk or operational inefficiencies?

NETWORKING & EXHIBITOR LOUNGE: CONSULT INDUSTRY EXPERTS

ASSET ALLOCATION ROUNDTABLES

FORTHLANE OCIO

CLOSING FIRESIDE KEYNOTE PANEL: NAVIGATING LONG-TERM VISIONS AND SHORT-TERM FUNDING DEMANDS

Long-Term Horizon vs. Short-Term Funding Needs

CLOSING COMMENTS FROM YOUR HOST 

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

CONFERENCE ADJOURNS TO DAY TWO