Shifting capital from traditional investing to impact investing

Total Impact is a multi-city convening series providing practical impact education and strategies to advisors, investors, family offices, wealth managers, and HNW individuals who are interested in aligning their investments with their values and mission.

“Total Impact Philadelphia was one of the best-curated conferences I’ve been to in a long time – and I’ve been to a lot of conferences.”

About the Total Impact Virtual Series

The COVID-19 pandemic has shone a light on the societal challenges and economic inequalities facing our most vulnerable populations, laying bare the need for private sector investment in solving these challenges. With the past decade of growth in impact investing coinciding with the longest bull market in history, many investors have questions about how impact products will perform during the period ahead. The Total Impact Virtual Series will tackle this question from a variety of angles and across asset classes.

Upcoming Panel | Responding to the COVID Crisis and Racial Justice Movement Across Asset Classes

Oct 7, 2020 2:00 PM ET

During this conversation, we will explore how impact Investors are seeking to maximize their racial equity impact during COVID. It requires looking across the asset class spectrum for creative, flexible and timely tools. Our panelists will share their best practices in facilitating alternative financing models promoting racial equity – from grants to direct private equity investments, from place-based loans to long term sustainable equity. Join us to learn how you can get started or how you can pivot your current impact investing strategy to address the funding gap.

Panel #3  |  Mobilizing Donor-Advised Funds for Impact

Donor-Advised funds (DAFs) represent a significant and growing pool of capital, now totaling $120B. However, approximately 80% of DAF assets are still invested passively and do not immediately fulfill their charitable purpose. In the wake of unprecedented economic fallout from COVID-19 and racial justice protests across the country, there has never been a more urgent need to re-examine the role DAF capital can play in supporting local communities in need. Impact investing has increasingly been lifted up as a promising means to drive social progress through DAFs sustainably and at scale, yet a variety of preconceptions among donors and sponsors still limit widespread flow of DAF capital into impact investments. This panel shares best practices and lessons learned from their experiences facilitating impact investments through DAFs.

Panel #2 | Impact Investing as a Catalyst for Growth in 2020

How is it possible that even with a pandemic, civil unrest, and the inability to meet clients in person, certain advisors are growing their assets and expanding their reach? The answer for many advisors is impact investing. In addition to providing the opportunity for investors to align their portfolios with their values, ESG and impact products have proven their downside protection and consistently outperformed the market in 2020. In this panel, several rising leaders in the advisor community will talk about how to gather assets with the story of impact, as well as emphasize detailed methods for implementation in portfolios.

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Noel Pacarro Brown
Managing Member
Conscious Wealth Management Group, Morgan Stanley

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Brett Wayman
Vice President, Impact Investing
Envestnet

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Lori Choi
Partner, Senior Wealth Manager
Veris Wealth Partners

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William Burckart
President
The Investment Integration Project (TIIP)

Panel #1  |  Performance of ESG and Sustainable Funds

This conversation focused on the performance of ESG and sustainable funds during the current market volatility. How are they performing relative to market benchmarks? Why has the “S” been the hardest to adopt? Are investors pulling back from impact in favor of “safer” investments or increasing their allocations to impact?

Catherine Banat
Managing Director of Responsible Investing
RBC Global Asset Management

Jon Hale
Head of Sustainability Research
Morningstar

Matt Patsky
CEO
 Trillium Asset Management

Leslie Norton
Senior Editor
Barron’s Magazine

Sponsors and Partners

Lead Sponsor

Presenting Sponsors

Network Partner