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• Does ESG Even Matter? Practical Insights for the Individual Investor

  • When
    08 Dec 2020
  •  
    4:00 PM - 5:00 PM (EST)
  • Location
    Webinar: Instructions will be emailed to registrants

  Register

  Sustainable and impact investing have excited many across the world and inspired investors to align their portfolios with their values. The problem is – what does any of this mean, and what is actually accomplished? Does an ESG aligned portfolio make any impact or produce competitive returns?
  

  Individual investors need clarity around this rapidly evolving discipline. Join Jeff Thomas, a Certified Financial Planner® and Chartered Sustainable, Responsible, and Impact Investing Counselor™ for a discussion with Jackie VanderBrug, Director of Sustainable and Impact investing at Bank of America, and Simon Fischweicher, Head of Corporations and Supply Chains at CDP. Our panelists will tell the story of how an individual investor transitions to a sustainable investment strategy.

  Discussion points will include:

  •  What ESG and Impact investment options are actually available to individual investors?
  • How to put a plan in place to transition a portfolio to an impact strategy?
  • How to determine whether sustainably labeled strategies make a true impact?
  • How do ESG and Impact strategies effect expected performance?

  About Our Speakers:

  • Jackie VanderBrug, Director of Sustainable and Impact Investing, Bank of America
  • Simon Fischweicher, Head of Corporations and Supply Chains, Climate Disclosure Project

  Hosted By:

  • Jeff C Thomas CFP®, Chartered Sustainable Responsible Impact Counselor™, Merrill Lynch 

  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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• Switchers are the Future of Work: Strategies to Remain Marketable in a Changing Economy - A Virtual Fireside Chat with Dawn Graham

  • When
    09 Dec 2020
  •  
    12:00 PM - 1:00 PM (EST)
  • Location
    Webinar: Instructions will be emailed to registrants

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  Switching careers was once a luxury for those that could afford to reinvent themselves. Now with the changing economy, such luxury has become a necessity as many have to consistently showcase their value regardless of industry. The current pandemic has demonstrated that job security is a myth and even stellar performers are vulnerable to economic shifts.

  In this virtual fireside chat with Dr. Dawn Graham, author of Switchers: How Smart Professionals Change Careers--and Seize Success, discover the three areas of reinvention you need to focus on to remain employable in an ever-changing marketplace and key steps for taking proactive, actionable steps to recession-proof your career.

  About Our Speakers:

  Dr. Dawn Graham is a career switch coach, TEDx Speaker, LinkedIn Learning Instructor and Host of the popular call-in show “Dr. Dawn on Careers” on SiriusXM Radio (channel 132). She is also a regular contributor to Forbes.com under the leadership channel, and the Career Director for the Executive MBA Program at The Wharton School at the University of Pennsylvania. Her latest book “Switchers: How Smart Professionals Change Careers and Seize Success” combines her experience as a Career Coach, Licensed Psychologist, and former Corporate Recruiter to give career switchers the strategies to break through obstacles and land the job they want.

  Tammy Lin, Moderator. Tammy has worked in five different industries ranging from education and retail to professional services and the United Nations.  As a fellow ICF member with a passion for sustainable impact through the financial world, she constantly looks forward to personal and professional development opportunities. She is excited to incite an engaging conversation with Dr. Graham to enlighten you with ways that can empower you in your own reinvention.

  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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• Opportunity Zone Virtual Working Group: Blueprint Local and Opportunity Alabama

  • When
    17 Dec 2020
  •  
    12:00 PM - 1:00 PM (EST)
  • Location
    Webinar: Instructions will be emailed to registrants

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

  December’s session will showcase the successes of recent projects led by Opportunity Alabama and Blueprint Local. Join us as we learn from leaders spearheading impactful Opportunity Zone projects.

  Featured Speakers:

  Lindsay Edwards is an Investment Manager working with Blueprint Local and Opportunity Alabama to provide diligence and underwriting services for potential impact-oriented investment opportunities across the state of Alabama. Lindsay is also a Principal at Chesapeake Capital, a private firm making both active and passive investments across myriad industries and asset classes. In his most recent role he was Co-Founder and CFO at MARS Financing, a medical accounts receivables company. Previously, Lindsay was a Banker in the Atlanta office of J.P. Morgan Private Bank. In this role, he was responsible for delivering the firm’s investing, wealth transfer, credit and philanthropic services to clients in the Southeast. Mr. Edwards joined JPM from Goldman Sachs where he worked as a Vice President in the Investment Banking Division. He advised clients on strategic alternatives, complex M&A, debt and equity financings, corporate finance and other advisory services. While at Goldman Sachs, he also worked in the Investment Management Division in the Alternative Investments & Manager Selection (AIMS) Hedge Fund Strategies group. Mr. Edwards started his professional career at Goldman Sachs as an analyst in the Debt Capital Markets group.

  Alex Flachsbart is the Founder and CEO of Opportunity Alabama, Inc., a 501(c)(3) organization dedicated to creating an impact-based Opportunity Zones ecosystem to provide access to capital to Alabama’s low-income communities. Prior to founding OPAL, Alex was a corporate attorney for several years with Balch & Bingham LLP in Birmingham, Alabama, specializing in tax credit and economic development-related work. During his tenure at Balch, Alex’s clients ranged from real estate developers and major utilities to local governments and nonprofit hospital systems. His focus was on creating unique financing solutions (like revolving loan funds and new uses for state or local incentives), building capital stacks (with state and federal tax credit programs like Historic and New Markets Tax Credits), and writing grants for high-impact projects.

  Moderated by :

  Amanda Askew is an associate at Hydrogen Technology Ventures, a VC firm focused on clean energy investments, and a recent graduate of the Master of Science in Sustainability Management at Columbia University, where she focused on the intersection of finance, agro-ecology, and renewable technologies, culminating in a capstone project benefitting the New York State Office of Parks. Prior to graduate school, Amanda gained eight years of experience as a business development and marketing professional in the sustainable apparel and luxury goods industries in the southeastern U.S., Chicago, and New York. She is a member of the Young Professionals Board of Harlem Grown, a youth development charity focused on bridging the connection between sustainability and food justice through hands-on urban farming. Amanda and her family have been interested in OZ investments since 2018.

  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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• How Can We Integrate SASB in a Private Market Context

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

  Register

  Join Impact Capital Forum to learn more about the Sustainability Accounting Standards Board's latest initiatives in the private market context with the author of the paper Integrating ESG Holistically In Private Equity: A Strategic Approach. Expert author and speaker Jeff Cohen is Director of Capital Markets Integration Head of Private Investment Initiatives.

  The paper builds on a previous publication, SASB and Private Markets, to demonstrate how investors can leverage SASB Standards as a cornerstone in building a ESG strategy for private equity. The paper describes and demystifies the interconnected ESG ecosystem, offers practical insights for the various stages of the investment process through a GP lens. It includes case studies from Generation Investment Management and Partners Group.

  About Our Speaker:
  
  Jeff Cohen is the Director of Capital Markets Integration at SASB and the Head of Private Investments Initiatives. In his role, Mr. Cohen partners with institutional investors and asset owners, facilitating dialogue on financially material, industry-specific ESG topics.
   
  Prior to joining SASB, Mr. Cohen was Head of Business Development at Sonen Capital, an ESG & Impact dedicated OCIO and fund manager. Mr. Cohen has spent his career working with sophisticated investors at organizations such as Deutsche Bank, Merrill Lynch, and Gerson Lehrman Group.
  

  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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