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• Sustainable Real Estate Projects in Opportunity Zones

  • When
    11 Feb 2021
  •  
    12:00 PM - 1:00 PM (EST)
  • Location
    Webinar: Instructions will be emailed to registrants

  Register

  Join Impact Capital Forum's Opportunity Zones Working Group.

  February’s Working session will feature a conversation with an experienced real estate professional dedicated to real estate projects that achieve social and sustainable impact. Join us for this unique opportunity to learn from Greg Stuppler, CEO of SURF Capital as he shares how he applies his decades of experience in real estate to the Opportunity Zone context. Learn how he navigates firsthand the Opportunity Zone landscape in working with investors, local officials, nonprofits and community leaders to bring his sustainable real estate projects to fruition.

  Greg Stuppler has more than 24 years of experience in real estate, private equity, and banking. He founded SURF (Sustainable Real Estate Fund) in 2012 to invest in real estate projects that achieve social and sustainable impact. Today, SURF's focus is community redevelopment and ethical development in partnership with government and nonprofits. Since its inception, SURF and its partners have closed transactions valued at over $2 billion for itself and its clients. SURF’s pursuits fit into three categories: sustainable hospitality, sustainable impact real estate, and renewables and reduction.

  Prior to launching SURF, Greg spent ten years as the Managing Director and Head of Asia at Starwood Capital Group. Before Starwood, Greg spent five years as Managing Director and Investment Committee Member for PAG Real Estate and Partner of APL (Apollo and Lehman). Greg has been involved in over $20 billion of investments in America, Europe, Asia, and Australia.

  Who can join?

  The working group is open to new members. It is relevant to those investing in Opportunity Zones - or supporting such investment - including foundations, financial institutions, impact investing intermediaries, fund managers, investors, attorneys, advisors, and real estate developers. 

  What are Opportunity Zones?

  Opportunity Zones have emerged as a transformative economic development tool, providing a new incentive to place much-needed capital into distressed communities. Opportunity Zones also offer investors opportunities to defer and/or reduce their tax liabilities when committing capital within designated areas.

  This group is co-sponsored by Impact Capital Forum and Orrick, a law firm and leading advisor in the Technology, Energy & Infrastructure, and Financial sectors globally.

  ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more.

  Login instructions for this Zoom videoconference will be emailed after your registration is completed.

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• Pricing Climate Risk into the Financial Markets

  • When
    16 Feb 2021
  •  
    12:00 PM - 1:00 PM (EST)
  • Location
    Webinar: Instructions will be emailed to registrants

  Register

  What are the implications of climate risk for financial markets around the world? Banks, insurance companies, investors, and asset owners are all assessing how to price climate risk. Join us as we define types of climate risk – including physical climate risk, legislative risk, and liability/litigation risk. Our experts will next assess the many impacts of climate change, such as damage to coastal infrastructure, wildfires, higher temperatures, and other physical or socioeconomic impacts. 

  With a new U.S. administration, evolving economic risks associated with new climate policies must be considered, as ambitious policies could harm companies that produce coal, transport natural gas, or refine petroleum products. We will delve into how efficiently the markets are pricing risk. Finally, the panel of investors and risk managers will share how they support the management of climate risk. 

  Speakers: 

  • Eliza Eubank, Managing Director and Global Head, Environmental and Social Risk Management at Citi
    

  • Chris Hartshorn, Chief Commercial Officer, risQ

  • Swami Venkataraman, Senior Vice President, Moody's Investor Services
    

  • Moderator: Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
    

  About our Speakers:

  • Eliza H. Eubank is Managing Director and Global Head of Environmental and Social Risk Management (ESRM) at Citigroup where she has spent the past 13 years helping to build Citi’s approach to identifying, assessing and managing environmental and social risks related to client activities globally across sectors such as oil & gas, power, metals & mining, infrastructure, industrials and agribusiness.  In recent years she has been at the center of the quickly evolving climate risk management discussions amongst financial institutions, their regulators, investors and carbon intensive clients and represented Citi on the Commodity Futures Trading Commission’s climate risk sub-committee in 2019-2020. She also represented Citi on the Equator Principles Steering Committee from 2008-2017 as a driving force in the EP3 and EP4 updates. Eliza has an MBA from the Yale School of Management, a Master of Environmental Management from the Yale School of Forestry and Environmental Studies, as well as a BA in Biology from the University of Colorado.

  • Chris Hartshorn was an early advisor and now Chief Commercial Officer at risQ, directing and driving the company’s entrance and focus on fixed income analytics, starting with municipal bonds. These activities include working with the cohorts of buy-side, sell-side, bond insurance, and issuer advisory firms, as well as with partners including MMA and ICE Data Services. He is also Founder and Partner at Level 11 Analytics, a real estate investment analytics start-up. In addition, he previously directed strategy, product development and delivery as Chief Research Officer of Lux Research, an emerging technology subscription intelligence service to hundreds of the world’s most innovative companies and agencies; and as Chief Technology Officer at Callaghan Innovation, the New Zealand Government’s innovation agency, which included support of the country’s vibrant FinTech and GovTech start-up communities.

  • Swami Venkataraman is a Senior Vice President-Manager in Moody’s Environmental, Social and Governance group. He manages the development of ESG analytic tools, assessments and the integration of ESG considerations into Moody’s credit ratings and research. He is the primary spokesperson for Moody’s in Americas for ESG and sustainable finance and chairs the ESG Americas working group. Before moving to the ESG team, Swami was a lead analyst in the North American utilities and infrastructure team since 2014. Prior to Moody’s, he was a project and export finance banker with Standard Chartered bank in Asia. 

  • Jeff Gitterman is a widely recognized leader in the ESG and sustainable investing field, and the creator of SMART (Sustaineability Metrics Applied to Risk Tolerance)® Investing Solutions, a suite of global climate-aware allocation strategies available to financial advisory firms and individual investors. With over 30 years of experience as a financial advisor, Jeff began realigning Gitterman Wealth Management towards sustainable investing in 2015. In 2020, the firm launched the Gitterman Asset Management brand to house its rapidly expanding ESG investment strategies, thought leadership, and practice management offerings for the financial advisor and institutional markets. Jeff is also the co-host of TheIMPACT TV show, which airs on fintech.tv and Bloomberg TV. Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Barron’s, Forbes, The Wall Street Journal, Morningstar Magazine, Financial Advisor Magazine, Money Magazine, and CNN, among many others.

  ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more.
  

  Login instructions for this Zoom videoconference will be emailed after your registration is completed.

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• The Next Phase of Opportunity Zones led by Steve Glickman and Ira Weinstein, Co-Authors of "The Guide to Making Opportunity Zones Work"

  • When
    18 Feb 2021
  •  
    12:00 PM - 1:00 PM (EST)
  • Location
    Webinar: Instructions will be emailed to registrants

  Register

  Connect with other members to discuss areas where the group can support and further advance Opportunity Zone projects within our community.

  We have the honor of hosting Steve Glickman and Ira Weinstein, who recently  co-authored and published the book,  The Guide to Making Opportunity Zones Work. 

  The book  is chock-full of practical tips for navigating the OZ landscape and is now Amazon's #1 New Release for both regional politics planning and urban and regional economics. It provides a thorough overview of the OZ marketplace, which we hope will make OZs more accessible to a wide variety of investors, developers, entrepreneurs, and community leaders.  As Bloomberg reported shortly after the election, we (and several others) are optimistic that OZs will continue to be embraced by the Biden Administration in the months and years ahead.

  About the Speakers:

  • Steve Glickman is the Founder and Chief Executive Officer of Develop LLC, the nation's leading advisory firm dedicated to building and supporting Opportunity Zone Funds seeking to positively transform low-income communities across America. He is one of the nation's top Opportunity Zones experts who is a sought-after speaker around the country. In addition, Steve is the Co-Founder and former CEO of the Economic Innovation Group (EIG), a bipartisan research and policy organization in Washington, D.C. focused on addressing economic inequality through the creation of a new marketplace for private equity investments in distressed communities. Under Steve’s leadership, EIG was the architect of the $6 trillion Qualified Opportunity Zones program, the largest community investment incentive in U.S. history. Steve sits on Georgetown's Board of Governors and the Board of The NewDEAL, and previously served in the Obama Administration from 2008-2013 as a Senior Economic Advisor. Steve also held the position of Deputy Associate Counsel at the White House, as well Chief of Staff for the U.S. and Foreign Commercial Service at the U.S. Department of Commerce.

  • Ira Weinstein, serves as CohnReznick’s Managing Principal – Real Estate, Cannabis Industries, where he oversees the advisory, assurance, and tax services pertaining to both industries. His role is to develop and execute strategy that grows the capacity and capability of the firm’s resources dedicated to these industries for the benefit of our clients, our people, and our communities.

  Moderated by Impact Capital Forum Board Member Colleen Galvin:

  • Colleen Galvin is an SVP with Citi Community Investing & Development, where she partners with nonprofits, community advocates, and social enterprise to bring the bank’s wide range of resources to bear for underserved communities, promoting financial equity and inclusion for all. Colleen joined Citi after ten years with the NYC Dept. of Small Business Services, where she was an Assistant Commissioner and held a variety of leadership positions. Colleen joined local government after working on lower Manhattan small business recovery for two years following the events of September 11th, 2001. Earlier in her career, Colleen worked for the public policy research firm, MDRC, Citibank's U.S. credit card division, J.P. Morgan Chase's retail product development team and two telecommunications startups. 

  Who can join?

  The working group is open to new members. It is relevant to those investing in Opportunity Zones - or supporting such investment - including foundations, financial institutions, impact investing intermediaries, fund managers, investors, attorneys, advisors, and real estate developers. 

  What are Opportunity Zones?

  Opportunity Zones have emerged as a transformative economic development tool, providing a new incentive to place much-needed capital into distressed communities. Opportunity Zones also offer investors opportunities to defer and/or reduce their tax liabilities when committing capital within designated areas.

  This group is co-sponsored by Impact Capital Forum and Orrick, a law firm and leading advisor in the Technology, Energy & Infrastructure, and Financial sectors globally.

  ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more.

  Login instructions for this Zoom videoconference will be emailed after your registration is completed.

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• Virtual Networking Lunch

  • When
    04 Mar 2021
  •  
    12:00 PM - 1:00 PM (EST)
  • Location
    Video Conference - Instructions will be emailed to registrants

  Register

  Take a midday lunch break and a join us for an enjoyable hour of idea exchange, networking and light conversation. In smaller, rotating groups, connect with other Impact Capital Forum members and more professionals interested in impact investing, social enterprise, microfinance and financial inclusion.

  During the last such event, participants found advice and even projects to work on from the interactions. 
  

  ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more.

  Login instructions for this Zoom videoconference will be emailed after your registration is completed.

  
  

  Show details