Next Events

    • 23 Sep 2019
    • 5:30 PM - 7:30 PM (EDT)
    • NYU Wagner Graduate School, 295 Lafayette St., 2nd Floor, NYC
    Register

    Join us for a lively discussion led by esteemed professors from NYU, Columbia, Cornell, Bard and the University of Pennsylvania who will share the latest trends in sustainable investing, impact investing and philanthropy. A unique opportunity to have your questions answered about their academic research, current ruminations and curriculums. Learn all about Impact Investment and Sustainability Masters programs (MBA, JD, MA) and what they entail directly from the professors who lead these classes. Meet and network with faculty for an insider's view.

    Speakers Include:

    Agenda:

    • 5:30-6:00pm Registration/Networking
    • 6:00-7:00pm Program
    • 7:00-7:30pm Networking with light food & beverage

    Entry:

    To encourage the growth of the impact sector and its committed participants, there is no required entry fee for any attendee. We ask that attendees make a suggested donation of $20 on the Membership/Donate page, after registering for this event.

    Please also consider becoming an ongoing member of Impact Capital Forum to gain access to our diverse community of impact professionals and range of sector programming. 

    Event Location:

    Thanks to NYU for hosting this cross-institution event.

    NYU Robert F. Wagner Graduate School
    295 Lafayette Street -- 2nd Floor
    New York, NY  1001


    • 25 Sep 2019
    • 3:00 PM - 5:30 PM (EDT)
    • Deutsche Bank at 60 Wall Street, NYC
    Register

    How do we mobilize the billions and billions of dollars in private capital needed to improve lives, spur innovation, and address climate change, yet offer institutional investors competitive returns? Why are investment dollars sitting on the sidelines despite attractive fund structures and compelling risk/return profiles?  Join us for a fireside chat with Joan Larrea, CEO, Convergence, and Moya Connelly, Fund Manager Sustainable Investments, DWS to discuss the power of blended finance to build funds. The program will highlight the benefits of blended finance as a catalyst to attract private investors and achieve impact and returns at scale.

    Their discussion will be followed by an expert panel whose private funds have utilized blended finance. This event will be of great interest to those working in institutional finance and impact investing as well as those seeking to learn about projects that blend financial and social or environmental returns. 

    • Joan Larrea, CEO, Convergence. Convergence is the global network for blended finance that generates blended finance data, intelligence, and deal flow to increase private sector investment in developing countries. Joan Larrea brings to Convergence 20 years of experience in emerging markets investing. Prior to joining Convergence, she led the U.S. Overseas Private Investment Corporation's efforts to partner with philanthropic and private investors to increase capital flows to OPIC's target markets.
    • Moya Connelly, Fund Manager Sustainable Investments, DWS. Moya Connelly is responsible for overseeing energy debt investments for DWS's Sustainable Investments NY group. Since joining DWS in 2013, she also has been responsible for overseeing microfinance and other alternative financial service relationships in Latin America. Earlier, Ms. Connelly was one of the founders of MicroVest, a microfinance investment management firm. She has served as the CFO of a capital management company, as an investment  officer, and a member of the Board of various microfinance organizations.
    • Chintan Panchcal is a Founding Partner at RPCK, Rastegar Panchal, a global boutique law firm, and head of the firm’s New York office. RPCK has developed a dedicated impact investing practice, advising both mission-aligned investors and social enterprises. The firm works with clients to execute capital investments in both emerging and developed markets that generate social and environmental impact alongside market rate, risk-adjusted financial returns. As a corporate advisor, entrepreneur, and sustainability professional, Chintan counsels private equity, foundation, family office and growth company clients on corporate merger & acquisition, finance, and dispute resolution matters. Chintan is a 2019 finalist for the annual The Grunin Center for Law and Social Entrepreneurship Prize for “Blended Finance Structure for a Multi-Strategy Investment Fund."
    • Caroline Vance, Portfolio Manager, Sustainable Investments, DWSCaroline Vance joined the Sustainable Investments group at DWS/Deutsche Bank in 2008, where she has originated and managed microfinance and social enterprise investments, primarily in Asia. She is responsible for managing the group’s social enterprise debt fund, which has a portfolio loans to financial services, energy, and health companies that serve low income communities in the developing world. Caroline began her career in investment banking, and she has served on the board of various impact-oriented organizations.
    • Ed Marcum is the founder and Managing Director of Working Capital, an early stage investment fund focused on improving labor conditions in the supply chains of multinational corporations. Prior to Working Capital, Ed was a founding member of the private foundation Humanity United where,over a decade, he played a leadership role in the establishment and direction of the foundation’s work across both the peace building and anti-human trafficking program areas. Ed also contributed to the creation of the Freedom Fund and serves as a founding board member. 

     


      Agenda:

      3:00-3:15pm Registration

      3:15-3:45pm Fireside Chat with Joan Larrea, CEO, Convergence

      3:45-4:00pm Refreshment Break

      4:00-5:00pm Expert panel: Blended Finance: Lessons Learned & Case Studies  

      5:00-5:30pm Networking Reception 

      Location: Deutsche Bank, 60 Wall Street, 47th Floor

      Thank you to Deutsche Bank for hosting. Upon arrival, visit the security desk on the main floor; there will be an escort to guide attendees to the presentation.

       

      • 10 Oct 2019
      • 8:30 AM - 10:00 AM (EDT)
      • Orrick, 51 W 52nd St, NYC
      Register
      Showcasing Private Equity and Investing in Startups in Opportunity Zones

      This event is the fourth gathering of ICF's working group about Opportunity Zones. The working group's members will discuss early stage venture capital and SME investments that can optimize their Opportunity Zones investment activity.

      This Working Group session will showcase investors who are uniquely experienced in the merged field of non-real estate investments and opportunity zones. These investors include:

      • Vijar Kohli, co-Founder and Portfolio Manager at Golden Door Asset Management. They are best known for identifying technological efficiencies within their portfolio companies. Prior to founding Golden Door Asset Management, Vijar was a successful prime brokerage analyst at JPMorgan Chase managing capital structures and allocations of over $1 billion for a number of hedge funds. Vijar is a graduate of Seton Hall University with degrees in Accounting, Economics, and Finance, and studied at Princeton University.
      • Brian Phillips, Managing Partner, The Pearl Fund, the nation's first tax-free venture capital fund, with a focus on opportunity zones. Brian has been an early-stage entrepreneur, a global expert on economic development by using entrepreneurship, an advisor to Ivy League facility on how to convert their inventions into viable businesses, and an intrapreneur in several global organizations. As a founding CEO he has raised over $33M in venture capital. Mr. Phillips has been an advisor on entrepreneurship to global firms like Goldman Sachs, Wal-Mart, Coca-Cola, IBM and Arthur Young, as well as charitable organizations focused on entrepreneurship like the Aspen Institute, the Clinton Foundation, TechoServe and Endeavor Global.

      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. A helpful guide to Opportunity Zone investing is here.

      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.

      Location

      Orrick - 51 W 52nd St, New York, NY 10019.

      Breakfast will be served.

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

      How to Register

      When you visit this event's registration web page, you have the choice of registering as a new or existing Impact Capital Forum ‘member’; this includes access to all future working group meetings, participation in electronic communications of the working group, as well as access to other ICF impact sector events. To become a member, visit our Membership web page. There is also an option to register for the breakfast as a ‘non-member’, which includes access to just the one event.
      • 17 Oct 2019
      • 6:00 PM - 8:30 PM (EDT)
      • LMHQ, 150 Broadway, 20th floor, NYC
      Register

      Typically early stage startups raise a convertible note from angels followed by Series A, B, C, etc., hoping to continue to seek funding or to arrange an exit. Early stage fundraising can be very challenging and discouraging as entrepreneurs ‘pound the pavement’.  This is even further the case for social enterprises. Join us for a discussion on the best practices of opening and closing a round from the entrepreneurs who have executed successful fundraising rounds to learn how they have raised capital to fund their solutions to the world’s greatest challenges.

      Learn from experts, social entrepreneurs, angel investors and VCs as we discuss:

      • How do you create a fundraising plan?

      • What are some creative sources of capital in the impact investing ecosystem?

      • How do you find investors? 

      • Who are the right investors for which stage of funding?

      • Are mission-aligned investors better suited to invest in social enterprises?

      • What’s the best way to open and close a round?

      Speakers Include:

      Leslie Harwell, Managing Partner, Alante Capital 

      Nat Ware, Founder & CEO, Forte

      Rachel Renock, CEO & Creative Director, Wethos 

      Agenda:

      6:00-6:20pm Registration/Networking

      6:20-7:30pm Program

      7:30-8:30pm Networking

      Location:

      LMHQ, 150 Broadway 20th floor, New York, NY 10038

      This ICF event is co-organized with, and hosted by, LMHQ. LMHQ is a nonprofit space focused on building and connecting a community of downtown makers, thinkers, and doers in the Lower Manhattan area. They offer flexible work, meeting, and event spaces. They also foster new connections and ongoing inspiration through diverse programming and a robust network of members.

    Past events

    12 Sep 2019 Social Enterprise Spotlight Series: Rescuing Leftover Cuisine, Keap Candles & Ox Verte
    09 Aug 2019 Summer Social with Impact Capital Forum at Rubin Museum
    22 Jul 2019 Speed Networking Event - Connecting for Impact
    26 Jun 2019 Applying Blockchain to Financial Inclusion - Identity, Ownership, Lending & Payments
    11 Jun 2019 Wine & Cheese with FABSCRAP - Creating a 2nd Life for Used Fabrics in NYC - Social Enterprise Showcase
    03 Jun 2019 China’s Belt & Road Initiative: Implications for Development Finance and Sustainable Investing
    22 May 2019 Working Group Breakfast - Opportunity Zone Investing
    07 May 2019 Opportunity Zones Part II: Insights into the New Regulations
    06 May 2019 Spring Networking Event - Celebrate 'Impact' with Us
    29 Apr 2019 Getting to 100% Impact in your Portfolio and Beyond
    25 Apr 2019 Digital Innovations in Financial Inclusion in Emerging Markets
    02 Apr 2019 The SDGs as a Public-Private Bridge: Managing Risk, Return and Impact
    14 Mar 2019 Innovative Tech Products to Facilitate Impact Capital Markets
    12 Mar 2019 A New Era in US Development Finance: The $100bn Multiplier - Fireside Chat with David Bohigian, Acting President & CEO, OPIC
    26 Feb 2019 The Future of Social Impact Bonds: Blending Private Investment with Impact Performance
    20 Feb 2019 Working Group Breakfast - Opportunity Zone Investing (Recurring Event)
    06 Feb 2019 Embrace Impact: Aligning Your Portfolio with Your Values
    23 Jan 2019 Inaugural Working Group Breakfast - Opportunity Zone Investing (SOLD OUT)
    16 Jan 2019 ESG Standards in Private Equity: How SASB’s industry specific standards inform Private Investing (SOLD OUT)
    11 Dec 2018 Holiday Networking Event with Impact Capital Forum
    05 Dec 2018 Social Entrepreneur Showcase: Sustainable Fashion with Covet Closet and One432
    29 Nov 2018 Empowering Low-Income Communities in the Clean Energy Economy
    22 Oct 2018 A Deep Dive into Opportunity Zones - New Tax Incentives Stimulating Community Investment
    10 Oct 2018 Advancing Financial Inclusion using Big Data
    26 Sep 2018 Impact Entrepreneurs in Emerging Markets - Breakfast for Angel Investors
    06 Sep 2018 Social Entrepreneur Showcase: Success Story and Hors D'Oeuvres with P.S. Kitchen
    28 Aug 2018 Summer Networking Event & new name launch for the Impact Capital Forum
    18 Jul 2018 Demystifying Gender Lens Investing – how to integrate financial returns with social impact
    14 May 2018 Sleeping Giant: The Untapped Resources of High Net Worth Donors of Color
    18 Apr 2018 Spring Networking Event
    09 Apr 2018 Education Finance: Creating Change through Impact Capital
    25 Jan 2018 Mission-Related Investing: New Names, Same Mission. What to Expect Next.

    Programs Coming Soon

    These will be posted, with details, in the Next Events section above as dates are announced.
    Write info@impactcapitalforum.org if you'd like to participate in organizing an event theme.

    Sept-Dec '19

    Applying Behavioral Economics to Financial Inclusion for Freedom of Choice

    War Stories from the Trenches: How Entrepreneurs Raise Money


    Event Photos

    Impact Capital Forum is a 501(c)(3) nonprofit organization. New York, N.Y.

    Powered by Wild Apricot Membership Software