We’ve rounded up some of the largest Impact Investing events around the United States for institutions and those in financial services that are interested in learning more about effecting change with their dollars. These events afford great opportunities to learn from and collaborate with like-minded investors in an inspiring setting. We hope to see you there!
Table of Contents
January
Join the Impact Finance Center and TechSoup for an evening of conversation and networking and learn how impact investing can help corporate social responsibility leaders better support their communities through innovative finance models.
February
Investing for Impact ‘2020 vision’ will explore how after years of advocacy to become mainstream, the impact investment community now faces a different challenge: as more institutions and actors pile in, there is a growing fog and confusion about what impact investing really means, and how it intersects and overlaps with other linked domains like sustainable finance. Network with more than 200 leading financiers, institutional investors, policymakers, academics, impact investors and philanthropists.
As we look toward a climate-impacted future and the social, political, and financial challenges we face over this next decade, we must move beyond dialogue to tangible action. The 2020 Gathering will be pivotal. For this special Gathering, we will host day-long field trips and a track of outdoor sessions to indulge in deeper strategic engagement. The Gathering will be organized in a retreat-style format to foster more connection and real outcomes.
The Summit is an exclusive gathering of 450+ leading next-gen philanthropists, impact investors, and social innovators that will convene to discuss key issues facing our country including opportunity zones, climate solutions, blockchain, immigration, impact investing, family prosperity, smart cities, public-private partnerships, philanthropy & natural disasters, wellness/bio-hacking, future of work, film & media for change, gender equity, conscious parenting, justice & equality, sports for good, education, human trafficking, refugees, music & arts for impact, indigenous rights and more.
March
Attendees can expect to gain perspective on how leading institutional investors view alternatives, hear from industry experts about the regions and investment sectors to watch in 2020, take away insights on successful strategies for fundraising, deal sourcing, portfolio management, firm management, exits, and more. Participants will have the opportunity to engage in forward-thinking discussions focused on issues of intellectual business interest. In short, Summit participants are successful women from across the spectrum who want to see other women succeed, who have profound industry experience and information to share, unique stories to tell and lessons to teach.
At “Building What’s Missing” the 24th annual Berkeley Haas Women in Leadership Conference, we are highlighting stories of people and organizations that have identified gaps when it comes to gender equity and are doing the hard work to build what is missing. We will hear and share stories about how women and allies can create impact at any level, starting with ourselves, to our organizations, to our broader society.
Join influential stakeholders from Federations and private foundations—representing collectively over $80 billion in Jewish communal philanthropic assets—for informative presentations by top industry professionals, informal peer-to-peer learning, and networking. Enhance your ability to make prudent investment decisions and position your Jewish Federation, community or private foundation as the preeminent steward of endowed funds.
Opal Group is happy to announce its 5th annual Impact Investing Forum. Today, we see an increase in companies proving that mission-driven and communication-based strategy, can attract value-based workforce, investor base, and like-minded consumer. Impact investing strategies are also proving to be able to generate returns in line with their traditional counterparts. Themes of defining impact investing, portfolio construction, asset class opportunities, and the role of the investor are just a few of the stimulating topics to be covered at this event.
Impact Capitalism Summits offer a curated, thought-provoking, and actionable agenda designed to facilitate peer-to-peer learning and encourage collaboration in a unique environment that captures the imagination and inspires participation. Participants hear from prominent family offices, institutional investors, and influential foundations about what is driving their impact investment decision-making
April
The Women in the World Summit, presents powerful new female role models whose personal stories illuminate the most pressing international issues. They range from CEOs and world leaders to artists, activists, peacemakers, and firebrand dissidents. The Summit’s vivid journalistic narratives, high-impact video, and fast-paced staging have made it the premier platform to showcase women of impact. Increasingly, Women in the World also includes the participation, onstage and in the audience, of men who champion women. The 2020 Summit is generously supported by leadership sponsors Boston Consulting Group, Mastercard, P&G, The Rockefeller Foundation and UBS; supporting sponsors AARP, Ford Foundation, Thomson Reuters, Walton Family Foundation.
Designed as an immersive experience for all professionals within the community foundation field, the CFUnited 2020 conference creates the space to dig into the unique role you and your organization play in harnessing the power of place. The goal of the conference is to provide an experience for community foundation professionals where we are both encouraging and facilitating dialogue amongst peers that enables you to innovate, lead, collaborate and engage. The conference will address a myriad of topics within the theme of power of place, all of which will provide practical support for you and your foundation to drive operational excellence within today’s rapidly evolving community.
Invest In Women 2020 is the leading forum nationwide to explore, discuss and learn about issues that are meaningful for women financial advisors and female clients. Both male and female advisors are invited to this event that promises insight and networking to help practices grow. Take the opportunity to be inspired — and have fun — at a conference you won’t want to miss.
May
The Inclusiv Annual Conference is the largest gathering of credit unions with a mission of financial inclusion in the country, with plenaries and sessions that focus on innovative products and services for empowering low-income consumers.
When EMERGE launched 15 years ago, improving financial health for all was the dream of a few bold thinkers. Fast forward to today, and leaders across industries and sectors are embracing financial health as a new opportunity to better serve their customers, employees, and communities. As we reflect on the organizations and innovators who have helped develop best practices for financial health, we also look ahead to the trends and tools that will move us closer to financial security for all.
Foundations are making unprecedented commitments to impact investing, putting more of their capital to work to challenge inequity, stem climate change, and drive other social and environmental impact. As the field continues to rapidly grow, what will it take to ensure that the impact investing movement remains laser-focused on impact? We look forward to tackling these issues with you at our upcoming National Conference — Amplifying Impact. As a Conference led by and for foundations and their partners, Amplifying Impact will explore the unique leadership role of philanthropy, focusing on our four Conference themes:
The Global Private Equity Conference (GPEC) is the world’s leading event dedicated to exploring private investment opportunities across emerging and frontier markets, convening over 900 industry professionals from more than 70 countries annually. The conference brings together practitioners from a broad array of institutions—from family offices, endowments, pensions, sovereign wealth funds, experienced fund managers and new investment teams to private equity consultants and advisors, academia, multilateral organizations and governments—for thought-provoking discussions, debates and networking opportunities organized around topics and themes that are top-of-mind for today’s finance and industry leaders.
True long-term investing, like the type of institutional asset allocators, requires many different value considerations when it comes to risk and return. ESG investing has been positioning itself as a way for investors to mitigate risks and still generate returns that meet fiduciary obligations in the long term. The conversation around ESG has reached the “how-to” phase as strategies abound, and many allocators are starting to approach this space for the first time or refine their existing practice. Join your institutional peers to discuss how to best utilize an ESG strategy to attain investment goals.
In its third year, Total Impact Philadelphia will convene investment advisors, and investors who want to gain actionable and executable information on impact investment across asset classes. In addition, in partnership with key Philadelphia stakeholders, we will highlight place-based opportunities and the impact success stories of the greater Philadelphia area.
June
This annual conference brings together leading minds to explore new legal and policy developments in the fields of social entrepreneurship and impact investing and to discuss how lawyers and the law can most effectively serve social entrepreneurs and impact investors. The conference is attended by over 400 participants from across the globe (including lawyers, academics, policymakers and other professionals working in the fields of social entrepreneurship and impact investing) for a series of panels, plenaries, discussions and workshops geared toward sharing knowledge and building a legal community of practice in these fields.
The Social Innovation Summit is an annual event that represents a global convening of black swans and wayward thinkers. Where most bring together luminaries to explore the next big idea, we bring together those hungry not just to talk about the next big thing, but to build it.
US SIF: The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable, responsible and impact investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts.
The 2020 Forbes Women’s Summit brings together a community of inspiring and innovative visionaries whose ambitious actions are changing the world with unprecedented scale. Across industries and generations, the gathering spotlights how leading women are navigating monumental change to rearchitect industries, spark major movements and unlock opportunities for others. Featuring keynote conversations and dynamic panel discussions, the Forbes Women’s Summit will convene a diverse range of female luminaries from the worlds of business, media, entertainment and politics.
July
#ForumCon20 will bring together the leadership and staff of all PSOs working to advance, inform and support the nation’s philanthropic sector. It’s the only conference where we can delve into our unique role as CEOs and staff of regional and national PSOs, connect with others in similar roles, and explore how we can work together to increase philanthropy’s impact. The conference will be a unique opportunity to reach key decision-makers with direct access and connections to the largest and broadest range of philanthropic organizations across the country.
August
The CIF Leadership Summit brings together investment and financial thought-leaders to learn more about Christian Faith Driven Investing, engaging with one another in an inspiring mountain retreat setting. A collaborative experience, the Summit provides a unique platform to learn from Christian investing experts and truly grasp the available benefits for organizations, investors and their advisors.
September
The Philanthropy Innovation Summit is a biennial event that convenes individual and family philanthropists to discuss strategic and impactful giving in a non-solicitation environment. The 2019 event was the fourth Philanthropy Innovation Summit hosted by Stanford PACS, and included panel discussions, armchair interviews and intimate philanthropy salons.
October
Join 250 leading women investors in alternative debt, including direct lenders, mezzanine investors, institutional investors, company executives, private equity investors, and finance, legal, and consulting advisors for two days of networking, dealmaking, and professional development.
SOCAP is the largest and most diverse impact investing community in the world. We convene a global ecosystem and marketplace – social entrepreneurs, investors, foundation and nonprofit leaders, government and policy leaders, creators, corporations, academics and beyond – through live and digital content experiences that educate, spur conversation, and inspire investment in positive impact. Our mission is to unlock the potential of markets to accelerate impact and, in pursuit of that goal, we have convened more than 20,000 people since our first event in 2008.
Philanthropy Southwest’s Annual Conference consistently draws several hundred trustees and staff attendees from grantmaking organizations of all types and sizes. Registration is open to trustees and staff of grantmaking organizations and provides the opportunity to connect with fellow philanthropists located or making investments in the Southwestern United States.
Money20/20 has always given audiences the clearest, sharpest view of the disruption agenda – it’s what’s made us the world’s most potent blend of people, tech, money and ideas. We stimulate new connections, new insight and new growth – at speed. From our starting point of payments, we bring together the money ecosystem. From in-depth analytics to inspirational speakers, our world class insight and networking opportunities help our customers stay ahead – powering strategies and relationships and switching mindsets.
The VERGE 20 conference and expo is the largest platform for accelerating the clean economy. Join more than 4,000 leaders — from the private and public sectors, utilities, solution providers, investors, and startups — advancing systemic solutions to address the climate crisis through five key markets: clean energy, electrified transportation, the circular economy, carbon removal and sustainable food systems.
November
OFN (Opportunity Finance Network) Conference brings together CDFIs and thought leaders from across the country together for one of the largest impact-centric events of the year. With more than 1,000 CDFI practitioners, funders, investors, policy makers, and other supporters in attendance, the learning, networking, and business opportunities will be incredible.
A conference to enhance networking, fundraising, and deal-making opportunities for senior-level women across the broad spectrum of alternative investments. Join us for informative sessions and essential networking with senior-level women in private equity and alternative investments. The highly interactive conference features moderated panel discussions, facilitated roundtable conversations, and keynote dialogues followed by discussion. The Women’s Alternative Investment Summit is unique in its commitment to helping women build networks and to promoting the advancement of women in private equity, venture capital, and alternative investing in general.
Fall 2020
For 30 years, The SRI Conference has been the most important annual gathering for investors, asset owners, asset managers, financial advisors, researchers, academics, mission-driven organizations, and enterprises who share the common goal of deploying private capital to address some of our most pressing environmental, social, and economic challenges.