• APG Asset Management

• Arnold Ventures

• Azarine

• Beatrice Advisors

• Blue Haven Initiative

• Cambridge Associates

• Candide Group

• Capricorn

• Caprock

• Carbon Equity

• Catalyze

• City National Bank

• Crewcial Partners

• EMG Impact

• Englewood Capital

• Field Guide

• GCM Grosvenor

• GEM

• GenTrust

• Henry Luce Foundation

• Hillspire

• JP Morgan Chase

• Laird Norton Wetherby

• Liberty Mutual Investments

• Morgan Stanley

• Nippon Life Global Investors Americas, Inc.

• Oikos

• Pension Boards United Church of Christ

• Pragma Wealth Management

• RBC Wealth Management

• Samvid Ventures

• Strada Education Foundation

• The Ford Foundation

• UBS

• Veris Wealth Partners

• World Wildlife Fund

We’re grateful to our generous sponsors and co-hosts Citi Impact Fund and Morrison Foerster LLP for making our Annual Convening possible.

Additional colleagues from ICM member firms in good standing are invited to register to join the waitlist. Members will be admitted off the waitlist on a first-come, first-serve basis beginning on September 1st.

Please reach out to Andrew Garrett (agarrett@impactcapitalmanagers.com) with general questions.

Please reach out to Adam Cissé (acisse@impactcapitalmanagers.com) with breakout session questions.

Please reach out to Marieke Spence (mspence@impactcapitalmanagers.com) with questions regarding GP-LP engagement.

Photographs will be taken during this event for use in promotional materials, on our website, and on social media. If you would not like to be photographed, please let us know.

In lieu of ticket fees we are encouraging donations to the ICM Institute in support of the Mosaic Fellowship and Turner MIINT program. Thank you for helping us develop the next generation of diverse and skilled impact investing talent! You can donate here.

Breakfast
8:30-9:15 AM

Morning Program
9:15 AM-12:00 PM

• Morning Kickoff | 9:15-10:15 AM

  • Welcome Remarks

    Marieke Spence (ICM), Meredith Shields (Citi), Stonly Baptiste Blue (Third Sphere and ICM Institute Board Chair), and Jacob Haar (Community Investment Management (CIM) and ICM Association Board Chair)

  • Table Introductions

    Facilitated table discussions to kick off the day and build relationships across the convening

  • ICM Updates

    An opportunity to learn about ICM’s new members, board members, programs, and staff

• Breakout Sessions | 10:15-11:30 AM

  Practical, timely, and interactive sessions that spark candid, off-the-record peer discussions, learning, and connection

  • 1 – Private Credit

    Drake Hicks (Variant Investments) and Harry Savage (o15 Capital Partners

  • 2 – Real Estate

    Andrew Gibbs (Arctaris Impact Investors), Howard Levine (Second Horizon), and Mark Neely (GenTrust)

  • 3 – Financial Inclusion

    Edwin Andrade (Core Innovation Capital), Barr Even (Rebalance Capital), Amee Parbhoo (Accion Ventures), and Nasir C. Qadree (Zeal Capital Partners)

  • 4 – Workforce and Education

    Lyndsey Boucherle (Better Ventures), Stephanie Nieman (Leeds Illuminate), Virginie Raphael (FullCircle), and James Tieng (Lumos Capital Group)

  • 5 – Healthcare and Wellness

    Chris Male (AIF), Danish Munir (GreyMatter), and Donna Parr (Cross-Border Impact Ventures)

  • 6 – Early-Stage Climate Investing

    (Impact Vertical Breakout)

    Kareem Dabbagh (VoLo Earth Ventures), Dan Fishman (Regeneration VC), Joshua Kaufman (Khasma Capital), and Kathryn Wortsman (Amplify Capital)

  • 7 – Late-Stage and Infrastructure Climate Investing

• Breakout Sessions Report-Out | 11:30 AM-12:00 PM

  This report-out is an opportunity to share key takeaways and learnings from the morning breakout sessions to inform actionable next steps for the network

Lunch
12:00-1:00 PM

Afternoon Program
1:00-5:00 PM

• Allocating for Impact, Part 1 - How Leading LPs Are Shaping the Future of Impact Measurement & Management | 1:00-1:45 PM

  Mike McCreless (Impact Frontiers), Justina Lai (Laird Norton Wetherby), and Keren Raz (APG)

• GP-LP Lightning Networking | 1:45-4:00 PM

  Non-transactional opportunities for ICM member GPs to share information with LPs during 15-minute appointment slots. During this portion of the agenda, simultaneous to lightning networking, facilitated conversations will take place in the main hall for thematic groups of members (fundraising status, investment stage, impact vertical, etc.).

• Allocating for Impact, Part 2 - How Leading LPs Are Shaping the Future of Impact Capital Markets | 4:00-4:45 PM

  Dingli C. Graham (Waverley Street Foundation), Tom Mitchell (Cambridge Associates), Tazia Smith (Close Loop Capital Partners), and Emily Thomas (Morgan Stanley)

• Closing Remarks | 4:45-5:00 PM

  The ICM Team

RSVP | Attendees: Open to all impact investing professionals

Breakfast
8:30-9:15 AM

• General Breakfast

• Emerging Leaders Breakfast

Morning Program
9:15 AM-12:00 PM

• Morning Kickoff | 9:15-10:30 AM

  • Welcome Remarks

    Marieke Spence (ICM) and Morrison Foerster

  • Member Business

• Morning Breakout Sessions | 10:30-11:45 AM

  Practical, timely, and interactive sessions that spark candid, off-the-record peer discussions, learning, and connection

  • 1 – Expanding Access to Capital

    Aarushi (Ash) Das (Clear Vision Impact Fund), George Edward Scott (Blackstar Stability), and Saydeah Howard         (Cherryrock Capital)

  • 2 – AI & Portfolio Companies: IMM, Governance, Controls, and Tools

    Stonly Baptiste Blue (Third Sphere), Tracy Barba (Next Billion Capital Partners), and Tom Woelfel (HCAP Partners)

  • 3 – ICM’s New Deal Sharing Bulletin Board & Market Intelligence Initiatives

  • 4 – Policy & Regulation

    Grant Leslie (S2G Investments), Michael O’Niel (Overture VC), and Vikas Raj (ResilienceVC)

• Morning Breakout Sessions Report-Out | 11:45 AM-12:00 PM

  This report-out is an opportunity to share key takeaways and learnings from the morning breakout sessions to inform actionable next steps for the network

Lunch
12:00-1:00 PM

Afternoon Program
1:00-5:00 PM

• Fireside Book Conversation | 1:00-1:30 PM

  Anthony Bugg-Levine (Author, Investing in America) and Marieke Spence (ICM)

• Afternoon Breakout Sessions | 1:30-2:45 AM

  Practical, timely, and interactive sessions that spark candid, off-the-record peer discussions, learning, and connection

  • A – Impact Measurement & Management

  • B – AI & Internal Fund Operations

  • C – Sustainable Food, Agriculture, and Natural Resources

    Jessamine Fitzpatrick (Alder Point Capital Management), Leslie Harwell (Alante Capital), Rachel Hurley (Paine Schwartz Partners), and Bettina von Hagen (EFM)

  • D – Supporting ICM Members Investing in Europe

    Clare Murray (Blume Equity) and Alex Raksin (Summa Equity)

  • E – Supporting ICM Members Investing in Emerging Markets

    Amie Patel (Elevar Equity)

• Afternoon Breakout Sessions Report-Out | 2:45-3:15 PM

  This report-out is an opportunity to share key takeaways and learnings from the morning breakout sessions to inform actionable next steps for the network

• ICM’s New LP Reserve Diligence Project & Expanding LP Community | 3:15-3:45 PM

• GP Fundraising Plenary Conversation | 3:45-4:30 PM

  Melissa Cheong (Blackhorn Ventures), Brian Murray  (Shift Capital), Srikant Vasan (Avesta Fund) and Juan Zavala (New Markets Venture Partners)

• Closing Remarks | 4:30-5:00 PM

  The ICM Team