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.

Please reach out to Andrew Garrett (agarrett@impactcapitalmanagers.com) with general questions and if you would like to lead a breakout session.

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

In lieu of ticket fees we are encouraging donations to the ICM Institute in support of the Mosaic Fellowship and Turner MIINT program (encouraged but not obligatory, in any amount). Thank you for helping us to prepare the next generation of diverse & skilled impact investing talent! You can donate here.

Breakfast
8:30-9:15 am

Morning Program
9:15 am-12:00 pm

• ICM Welcome & Member Business | 9:15-10:30 am

  • Welcome Remarks

    Marieke Spence (ICM), Jennie Morawetz (Kirkland), and Hope Mago (HCAP Partners & ICM Inc. Board Chair)

  • Member-to-Member Connections

    Facilitated table discussions to kick off the convening and build peer member relationships across the network

  • ICM Member, Governance, Programmatic, and Staff Updates

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

• Member GP Breakout Sessions | 10:30-11:30 am

  Interactive, intimate member-led conversations to foster learning and connection on the following topics: talent and leadership development, impact management and research, artificial intelligence (AI), policy, and environment and sustainability.

  • A - The Next Generation of Impact Leaders: Expanding the Talent Pipeline Through Turner MIINT & the Mosaic Fellowship (Talent & Leadership Development Breakout)

    ICM’s Turner MIINT and Mosaic Fellowship programs are cultivating the next generation of skilled, diverse impact investors. This session will highlight how members can engage with these initiatives – serving as a mentor, judge, speaker, Host Fund, and more – and consider how the ICM network can continue strengthening pipelines and address unmet needs in talent development to support members, elevate emerging leaders, and advance the impact investing ecosystem.

  • B - Improving the IMM Process for Portfolio Companies: Practical Strategies from ICM’s Portfolio Company Research Report (Impact Management & Research Breakout)

    This session highlights key insights from ICM’s Portfolio Company Research Project, which surfaced common pain points portfolio companies face with impact measurement and management (IMM) - including survey fatigue, unclear data requests, and limited capacity to integrate impact data into daily operations. Hear from the ICM research team and project steering committee members as they share practical tools and strategies to streamline the IMM experience for investees. Learn how GPs can reduce friction, encourage portfolio companies to embed impact data into their businesses, and ultimately use that data to drive long-term value beyond impact reporting.

  • C - AI & Impact Investing: Risks, Rewards, and Use Cases Across the Ecosystem (AI Breakout)

    Artificial intelligence is reshaping sectors from agriculture to climate tech, supply chains to financial inclusion. This session will examine how impact investors are navigating AI’s risks and rewards—exploring use cases that advance sustainability and equity while managing challenges of ethics, bias, and portfolio exposure.

  • D - Influence, Power, and Portfolio Risk: Navigating the Policy and Regulatory Landscape (Policy Breakout)

    In ICM's 2025 Allocator Survey, 45% of respondents cited policy and regulatory uncertainty as the primary factor that could hold back investments over the next 12–18 months—the highest-ranked concern among those surveyed. This session will explore how public policy shifts have affected capital allocation, portfolio strategy, and long-term value creation with a focus on how ICM can help members find clarity amid an unpredictable market.

  • E - Transforming Food Systems: Driving Sustainability in Agriculture (Environment & Sustainability Breakout)

    Explore how leading impact investors are transforming global food systems by backing innovations in agriculture, supply chains, and nutrition. This session will highlight strategies that drive sustainability, resilience, and equity while delivering strong returns.

• 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 & Thematic Breakout Conversations
12:00-1:00 pm

Engage in optional, facilitated conversations over lunch, exploring how leading LPs and impact funds are driving innovation, scalable solutions, and measurable outcomes in education and workforce development, healthcare and wellness, and underserved communities and access.

• 1 - Scaling Impact in Education & Workforce Development (Education & Workforce Development Breakout)

  This lunch conversation will highlight strategies for improving access, advancing skills, and supporting learners and workers at every stage - from K-12 to postsecondary and career pathways. 

• 2 - Driving Access and Outcomes in Healthcare & Wellness (Healthcare & Wellness Breakout)

  This lunch conversation will highlight strategies for improving access, enhancing quality, and supporting patients and communities across the continuum of care - from preventive health and wellness to clinical services and advanced care delivery.

• 3 - Empowering Communities Through Financial Inclusion (Underserved Communities and Access Breakout)

  This lunch conversation will highlight strategies for expanding access to responsible financial services, supporting underserved communities, and enabling economic opportunity through inclusive, technology-enabled solutions.

• 4 - Building Access, Stability, and Opportunity Through Housing & Real Estate (Underserved Communities and Access Breakout)

  This lunch conversation will highlight strategies for expanding access to affordable housing, leveraging real estate to empower communities, and supporting sustainable development in under-resourced areas.

  Seven Generations Capital and Shift Capital

Afternoon Program
1:00-5:30 pm

• ICM Afternoon Remarks & LP Welcome | 1:00-1:15 pm

• Plenary Session | 1:15-2:00 pm

  • Investing for Impact: How Leading ICM GPs Are Driving Superior Returns and Meaningful Impact

    Explore the investment strategies, portfolio management approaches, and lessons learned from leading GPs driving innovation and scaling solutions while navigating the evolving and often challenging policy and macroeconomic landscape shaping impact investing today

• Afternoon GP-LP Breakout Sessions | 2-3 pm

  Interactive, intimate LP and member-led conversations to foster learning and connection on the following topics: environment and sustainability, underserved communities and access, fund operations, impact management and research, and credit. 

  • A - Climate Capital at a Crossroads: Opportunities and Challenges in Decarbonization and the Energy Transition (Environment & Sustainability Breakout)

    This session will highlight how LPs and ICM GPs are driving utility-scale solar and wind projects, industrial and building energy efficiency, battery storage and EV infrastructure, and smart grid technologies, showcasing how funds are supporting companies developing measurable, scalable solutions to accelerate the energy transition and decarbonize critical sectors in the face of evolving headwinds.

  • B - Expanding Capital for All: Supporting Diverse Fund Managers, Founders, and Communities (Underserved Communities & Access Breakout)

    This session will highlight how LPs and ICM GPs are intentionally deploying capital to support diverse fund managers, founders, and the communities they serve. Participants will collaboratively explore the next chapter in by backing women- and BIPOC-led ventures, early-stage innovators, and community-driven projects.

    Christine Looney (Ford Foundation)

  • C - Unlocking Liquidity: Impact Secondary Markets and Exit Pathways (Fund Operations Breakout)
    This session will explore strategies for creating liquidity and facilitating exits in the impact investing ecosystem. Participants will learn how LPs and ICM GPs leverage secondary markets, structure innovative exit pathways, and optimize portfolio outcomes while preserving social and environmental impact. The conversation will highlight tools and approaches that unlock capital, enhance portfolio flexibility, and enable reinvestment into high-impact opportunities

  • D - Evolving Impact Diligence: ICM’s Allocator Survey, and the Impact Convergence Forum’s Impact Due Diligence Questionnaire (DDQ) (Impact Management & Research Breakout)
    This session will examine the impact due diligence landscape. Participants will explore the tension between standardized metrics and customized frameworks, discuss key findings from the 2025 ICM Allocator Survey and the upcoming 2026 Allocator Survey, and see how the Impact Convergence Forum’s Impact Due Diligence Questionnaire (DDQ) is helping streamline impact evaluation for LPs and GPs.

  • E - Impact Credit: The Evolving Asset Class (Credit Breakout)
    This session will highlight how LPs and ICM GPs are deploying credit strategies across sectors to expand access, unlock flexible capital, and accelerate impact at scale. Speakers will discuss innovations in structuring, evolving investor demand, and how credit complements equity by offering repeatable pathways to advance inclusion and sustainability.

    Drake Hicks (Variant Investments)

• Networking | 3-4:45 pm

  • GP-LP Lightning Networking

    Non-transactional opportunities for ICM member GPs to share information with a collection of LPs during 15-minute appointment slots (ICM will attempt to group LPs with similar allocation strategies in the same rooms). During this portion of the agenda, simultaneous to lightning networking, facilitated conversations will take place in the main hall for members new to the network as well as other member groupings (fundraising status, investment stage, etc.).

• Plenary Session | 4:45-5:15 pm

  • Allocating for Impact: How Leading LPs Are Shaping the Future of Impact Capital

    A conversation exploring how leading LPs are integrating impact considerations into capital allocation, shaping the market, and mobilizing capital toward impact in 2025-2026 

    Mark Berryman (Capricorn Investment Group), Jenn Kenning (Align Impact), and Andrew Lee (UBS)

• ICM Closing Remarks | 5:15-5:30 pm