Total Impact

April 26-27
Cira Center, Philadelphia

About Total Impact

Good Capital Project and ImpactPHL are proud to present an exciting new gathering that will leave you with the tools, insights and connections to build a Total Impact Portfolio to deliver on both your financial and social goals.

Impact investing can be daunting and confusing, this series welcomes practitioners of all levels, from curious newcomers to established experts, to learn how to broaden the community and improve the world while meeting your or your client’s goals.

Since last June, the Good Capital Project has brought together practitioners, experts, and academics from throughout the financial, development, and non-profit communities to identify ways to expand the Impact Investing community and industry. One of the most common suggestions, and one of the Good Capital Project's first initiatives, is a new educational event series to teach investors and financial advisors how to incorporate Impact into their portfolios. 

What to expect

Who Should Attend

  • Learn best practices, strategies and ideas to incorporate Impact into portfolios. 
  • Learn about executable Impact investments across all asset classes.
  • Get inspired to join the fast growing impact investment community.

The Total Impact conference is for advisors, family offices, and investors who are interested in aligning their portfolios with their social values. We are bringing together impact investing experts, academics, and development leaders to demonstrate how to build total impact portfolios. We believe the financial services industry has the tools to solve some of the world's biggest challenges and we would like you to join us. 

Agenda

Thursday, April 26

Registration, breakfast, networking and exhibits

Kick off of the Total Impact Portfolio Challenge. Meet exhibitors and peers through an interactive, impact portfolio building exercise designed for all participants to incorporate the content of the two day program into a model Total Impact Portfolio.

Welcome

John Morris, Managing Partner of SOCAP and Good Capital Project, and John Moore, Executive Chair of ImpactPHL
Introduction to the purpose and objectives of Total Impact, focusing on its importance to capital markets and its importance to Philadelphia.

Opening Remarks

Bill Crager, President of Envestnet
Discussion of the critical role of advisors and their leadership in meeting clients’ growing demand for impact investing and a more value-driven investment approach.
 

Introduction to basic sustainable investment concepts

Sherryl Kuhlman of Wharton and Ester Pan Sloane of the United Nations Capital Development Fund
Exploration of the fundamental definitions along the spectrum - from social responsibility and ESG to impact investing as well as the UN Sustainable Development Goals framework.

Philadelphia spotlight: B Lab

The amazing story of Philly's own B Lab and its global impact.

Advising and executing - building an impact portfolio

A discussion by experts on best practices in constructing and executing impact portfolios, highlighting useful research tools and educational resources.

Measuring impact performance

Learn from some of the industry’s leading experts on new measurement standards, the direction that impact investing is driving research, and resources available to practitioners.

Lunch and networking

Breakout sessions

Advising women on impact

Advising Millennials on Impact

Advising on Legacy & Transition

Are impact managers the new activist managers?

How do leading equity portfolio managers optimize strategies to accomplish maximum social impact while achieving financial objectives?

Best practices - commitment to impact investing

Hear a moderated panel of membership organizations with a mission to help members incorporate positive social impact into their portfolio performance.

Making an impact through fixed income

A discussion around municipal bonds, social impact bonds, microfinance, community notes and other fixed income products to help achieve social impact across the risk-return spectrum.

Cocktails, networking and exhibits

Take time to make a social impact with new friends.

Friday, April 27

Breakfast, networking and exhibits

Attendees dig deeper into due diligence for their simulated Total Impact Portfolio using their new knowledge and network.  

Opening Remarks

Sister Mary Scullion, co-founder and President of Project HOME
Be inspired by the tireless advocate who has created a successful model to break the cycle of homelessness in Philadelphia which has been replicated across the U.S.

Philadelphia Spotlight: The Reinvestment Fund

The impact of intentionality on a community.

Philadelphia cross-sector collaboration: public and private partners working together

Hear from some of Philadelphia's leading experts on public/private partnerships.

Fiduciary considerations of impact investing

How does impact investing fit into the fiduciary standards of an advisor, trustee or board member? Hear from leading practitioners and legal experts.

Lunch and networking

Attendees will participate in interactive discussions hosted by leading experts at a table of their choice.

Private equity and impact

Leading private equity investors discuss how they achieve success in their portfolios and what additional due diligence and expertise is needed to incorporate social impact into their results.

Impact in real estate

How environmentally progressive and socially responsible real estate projects provide better returns and better people.

Testimonials from Philadelphia’s own impact investors  

Closing remarks and reception

What we learned, why it’s important and who it will impact-- and how to stay connected, keep learning and build momentum.

Speakers

SMS_Roots-and-Branches_0_0.jpg

Sister Mary Scullion

Founder, Outreach Coordination Center

robert-j-caruso-socap-200x200.jpg

Robert Caruso

Chairman, SOCAP Group
 

ENV024_BillCrager.jpg

Bill Crager

President, Envestnet

Patsy Doerr.jpg

Patsy Doerr

Global Head of Corporate Responsibility, Sustainability and Inclusion, Thomson Reuters

Jim Sorenson.jpeg

Jim Sorenson

Chairman, Sorenson Impact Center

John Moore Picture 2.jpg

John Moore

Executive Chair, Investors' Circle

Brian Trelstad.jpg

Brian Trelstad

Partner, Bridges Fund Management

Veronica Olazabal.jpeg

Veronica Olazabal

Director, Measurement, Evaluation & Organizational Performance, The Rockefeller Foundation

harry Halloran.jpg

Harry Halloran

Founder, Halloran Philanthropies
 

Sherryl-Kuhlman-2011-300x200.jpg

Sherryl Kuhlman

Managing Director, Wharton Social Impact Initiative

HCIBMAHB.jpg

Allyson McDonald

CEO, Work Capital

john-l-morris-socap.jpg

John Morris

Managing Partner, SOCAP

 

tom balderston.jpg

Tom Balderston 

Managing Principal, Sustain VC
 

Gitterman-Profiles_0001s_0010_Jeff.jpg

Jeff Gitterman

Co-founding Partner, Gitterman Wealth Management

ESther Pan Sloan.jpeg

Esther Pan Sloan

Head of Partnerships, Policy and Communications, UNCDF

ENV024_JimLumberg-2.jpg

Jim Lumberg

Co-Founder, Executive Vice President, Envestnet

PatskyMatt-2015-Web-250x250.jpg

Matt Patsky

CEO, Trillium Asset Management
 

Kelly Coyne.jpg

Kelly Coyne

Vice President, Pax Ellevate Management

Cira-Philadelphia-19-1200x600_c.jpg

The Space

Total Impact is being held at Convene's Cira Centre location, which offers executive quality amenities and excellent facilities including:

  • High-Speed WiFi
  • Flexible Meeting & Event Space

  • Gourmet Cuisine

  • State-Of-The-Art Technology

  • Unlimited On-Site Drinks & Snacks

 

 

Event Partner

ImpactPHL's local impact ecosystem is large, robust and expanding. We were the first city to offer special tax credits for sustainable businesses. We are home to B Lab and the B Corp movement — along with the world’s first and 50+ other certified B Corps.

Philadelphia hosts the most active chapter of Investors’ Circle, the world’s largest early-stage impact investing network. The Sustainable Business Network, founded here more than a decade ago by local impact economy trailblazer Judy Wicks, has served as a national model for promoting triple-bottom-line companies.

And this just scratches the surface. GoodCompany VenturesThe Reinvestment FundThe Wharton Social Impact Initiative. The Philadelphia chapter of Net Impact. Private foundations like BarraKindGreenLight and William Penn. All working together to think anew about business models and reconsidering the definition of a profitable business.

 
kLcXiHbC.jpg
 

Sponsors

Thank you to the organizations that make Total Impact possible. 

Lead Sponsor

envestnet-logo.jpg

Media Sponsor

IA-Logo-RGB-2.png
 

Please inquire for sponsorship, exhibition, or strategic collaboration opportunities by clicking the button below

Producers

Good Capital Project

The Good Capital Project (GCP), is SOCAP Group's two-year initiative to  convene constituents throughout the impact landscape to amplify and accelerate current efforts and drive greater industry execution. Utilizing design thinking principles, the GCP will leverage common tools and resources and drive partnership frameworks to align the capital markets with the human needs of tomorrow.

HOTELS

We are proud to partner with TripZero to provide discounted and carbon neutral accommodations for Total Impact attendees. When you book your travel through TripZero, TripZero offsets the carbon footprint created by your trip - at no charge to you.