Event Details
Impact Investing: Actionable | Profitable|Exitable
Why does Forbes call Impact Investing the next big thing?
Because "using private capital to seek positive societal outcomes along with attractive financial returns is coming of age around the world". Impact Investing aims to solve social and environmental issues using the tools of capitalism. It provides positive impacts in the world and competitive financial returns to impact investors. Keiretsu Forum members, special guests and community partners are cordially invited to hear a panel of fund managers and impact investment experts,
with a keynote from Leslie Helm, Executive Editor of Seattle Business Magazine!
Thursday, May 28th 2015 - 1:30 to 5:30 p.m.
RBC Wealth Management Building
3rd Floor - Puget Sound Conference Room
1918 Eighth Ave
Seattle, WA 98101
Agenda
1:50 WELCOME
2:00 Leslie Helm, Executive Editor, Seattle Business Magazine
2:30 Panel Presentations and Discussion, moderated by Kevin Owyang
3:10 Keynote Speaker
3:30 Company Presentations
4:15 Company Updates
4:45 Social Happy Hour (til 5:30 PM)
SPEAKERS & PANELISTS
Leslie Helm – Executive Editor of Seattle Business Magazine
Leslie Helm is Executive Editor of Seattle Business magazine, which provides in-depth perspective on regional business and economic issues, and hosts a number of events including the Community Impact Awards. Helm has worked as correspondent for Business Week and the Los Angeles Times in Tokyo, Boston, Seoul and Seattle. He has an MA in Asian Studies from UC Berkeley and an MS in Journalism from Columbia University. He is author of Yokohama Yankee: My Family’s Five Generations as Outsiders in Japan.
Tammy Bernette Haygood – Founder of Impact Investment Group
Tammy Bernette Haygood is founder of the Impact Investment Group at UBS. For 18 years, Tammy has made an impact on her clients through her work as a lawyer and financial advisor. Whether working with nonprofits to create a sustainable business model or managing the assets of individuals, corporations, or local foundations, she believes that sound business fundamentals and financial models create business and mission sustainability. She believes that every investor should have the opportunity to choose investments consistent with their personal mission and passions.
Maxwell Drever – Drever Capital Management
Mr. Drever steers the helm of Drever Capital Management. For over five decades, he has been a visionary leader in contrarian impact real estate investing. His passion for redeveloping under-performing, workforce, multifamily properties in a socially and environmentally conscious manner has provided the catalyst for transforming entire neighborhoods. His former company, Drever Partners, with 18,000 units under management, was one of the earliest and largest buyers of multifamily housing during the RTC cycle.
Clay Norrbom – Co-Founder & Managing Director of Global Infrastructure Asset Management
Clay Norrbom is Co-founder and Managing Director of Global Infrastructure Asset Management, an investment firm focused on sustainable infrastructure investing. Prior to founding GIAM, he was a Director in Citigroup’s Global Banking group in both New York and London. There he advised asset managers, investment funds, and insurance companies as a senior banker and credit officer. Clay has an MALD from the Fletcher School at Tufts University and a BS from the University of Wisconsin-Madison. When first out of college, he served as one of the youngest elected mayors in Wisconsin.
Darcy B. Johnson – Co-Founder of Fulcrum Capital
Darcy, along with her business partner founded Fulcrum Capital in 2007 as a full service wealth management firm, catering to clients with a desire to match their investments with their passions. She serves as the firm’s Chief Executive Officer and manages portfolios for clients. Prior to Fulcrum, she helped start EverTrust Asset Management in Seattle. Darcy started her career at SeaFirst Bank, managing the Employee Benefit client assets; augmented by a few years at Mercer Investment Consulting where she focused on performance measurement and investment policy development.
Alex Lamb - Managing Director, Commonwealth Impact Partners
Throughout his career, Alex has focused on the integration of Environmental, Social and Governance (ESG) impact considerations into business value creation and risk mitigation. At Ernst & Young, (and previously as Vice President for North America at Trucost) Alex worked with corporations and investors on the integration of sustainability into core strategy across their operations, value chain and portfolios though sustainability benchmarking, materiality assessment, reporting and engagement, as well as the integration of ESG into private equity strategies and due diligence.
Contact:
Kevin Owyang for more information
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When
Location
- 1918 8th Avenue, Seattle, WA 98101, USA
