Casting a Vision for the Impact Investing Movement

Thursday, April 17th, 2014, 9:30am - 11:30am EDT / Streamed Panel Discussion: 7:00am - 8:30am PDT / 10:00am - 11:30am EDT / 16:00 - 17:30 (Paris-Brussels) Meeting in New York

Meeting in New York


The Impact Investing Movement may be in its infancy, but the baby is growing quickly! While the current size of the Impact Investing market is estimated at $36 billion, various projections predict that it could grow to anywhere from $500 billion to $1 trillion by 2020. To realize this growth, Impact Investing will need to attract mainstream capital from high net-worth investors, investment funds, sovereign wealth funds, university endowments, insurance and pension funds, foundations, and more.


Impact Investing differentiates itself from other investment approaches in that it seeks to measure both financial and social merits of an investment.  Other approaches may only screen for investments with negative social impacts, prioritize financial performance over social impact, or provide only unintentional social benefits. Impact investing  covers the full range of asset classes, from early-stage to mature, and many sectors, including environment, education, financial services, health, housing, and more.


Consumers, especially the “Millennials”, have widened the scope of their investment lens to include Environmental, Social and Governance factors (ESG) in their decision-making process. They are demanding sustainable investment opportunities that produce positive social outcomes – such as reduction of environmental pollution, improved labor conditions and improved corporate governance.


This client demand, together with the belief that Impact Investing will ultimately lead to increasing sustainability for markets and nations, has driven bulge-bracket firms such as Morgan Stanley, Credit Suisse, and JP Morgan to begin initiatives in this space.


In this roundtable discussion, we will explore some of the creative solutions that early Impact Investing initiatives have achieved and explore strategies to overcome current challenges faced in attracting mainstream investors to impact investing.


Among the questions we will consider include:

·  What may be the most promising emerging sectors for Impact Investing?

·  What are the direct (material) and indirect benefits of Impact Investing?

·  What are some challenges in categorizing investments as ‘Impact Investments’?


Click here to read Morgan Stanley's report on sustainable investing.  


Liste des inscrits
51 personnes sont présentes à cette réunion, parmi lesquelles :
Will attend in person Via streaming
research fellow
FEWR Advisory
Wharton School
Director of Special Projects, Impact Investing
Blank Rome LLP
Tyga-Box Systems
CEO & Co-Inventor
Beowulf Energy
Executive VP
United Nations Global Compac
Project Manager-Social Enterprise and Impact Investing
Sustainability reporter
BNP Paribas
Managing Director
Lockheed Martin Energy Solut
Sr. Strategic Planner
Global Change Associates
Envirofinity LLC
Managing Director
Head of Market-Based Approaches
Urban Land Institute - Green
Executive Director
Director of Corporate Sustainability
SVP Commercial Banking
SHR Energy Managment LLC
General partner
Manager -- Public Sector
Clean Energy Finance and Inv
Senior Manager, Clean Energy Finance
Impax Asset Management
Managing Director
Deutsche Bank
Vice President
E-Capital Development Inc.
Presdient Foundation, I
Director, Project Portfolio and Origination
Deutsche Asset & Wealth Mana
Vice President, Senior Equity Analyst
Managing Director
Imagine H2O
Outreach and Operations Coordinator
Corporate Engagement
Sustainable Insight Capital
General Counsel
Wellford Energy
Managing Director
Terracycle Investments
Morgan Stanley - The Pelican
Vice President
Development Capital Strategi
Root Capital
Investor Relations Officer
S-Network ESG Solutions
Managing Director
Director of Technology
ConEdison Development
Manager, Business Development
Ralph Lauren
Creative Services
Nature Conservancy
Project Director
Greentech Investors Forum
Managing Director
global brigades
director of impact investing
TriLinc Global LLC
Director of Marketing & Impact
Sr Responsible Investment Adviser
Senior Manager
Fastec Ltd
Scuderi Group, Inc.
Director, Marketing & Communications
Climate Markets & Investment
North America Lead, International Policy Associate
Domini Social Investments LL
Research Analyst
Marketing Asst
Research Analyst
Consulter le compte-rendu et les présentations
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Liste des intervenants
Peter Roselle
Morgan Stanley - The Pelican Bay Group
Vice President
Rachel Serotta
Root Capital
Investor Relations Officer
Ken Locklin
Impax Asset Management
Managing Director
Sam Marks
Deutsche Bank
Vice President
D'autres intervenants sont en cours de confirmation
Evan Harvey
Director of Corporate Sustainability