Impact Across Asset Classes

Maximize Impact + Maximize Return

Learn how to deploy capital to make a positive impact while still maximizing returns

Conference Overview

Big Path Capital is pleased to host the Impact Capitalism Summit on April 21-22, 2015 at the Union League Club of Chicago.

The Summit is an excellent forum to develop relationships, to gain insight into successful strategies across industry segments and to learn from leaders who are mainstreaming impact investing. A new model of value creation is emerging deploying capital in strategies that leverage the inherent link between natural, social and financial capital.

Over 300 family offices, asset managers, and fund managers representing over $150 Bn in investable assets will explore the current state and trends of this dynamic sector.

The Impact Capitalism Summit will feature a variety of industry leaders with panel discussions on specific asset classes including private equity, public equity, private debt, public debt and direct deals. Presenters, LP's, and strategic partners will also be able to schedule targeted, one-on-one breakout sessions. The conference provides a rich environment for learning and business development opportunities.

Conference Format

Executives from fund managers across asset classes will showcase their businesses to an audience of more than 250 prospective financial, institutional and strategic investors.

Fund Presentations: Public and private fund managers will present overviews of their respective businesses regarding impact and return, followed by sector-specific panel sessions.

Panel Discussions: There will be a topical, in-depth panel discussing the current state of specific asset classes including private equity, public equity, private debt, public debt and direct deals. Panel members will include family office principals, wealth advisors, and fund managers.

The Data Is In... Smarter Money

Impact Investing across asset classes is moving into the mainstream. Explore the data:

Impact Investing 2.0: The Way Forward

JP Morgan’s: “Impact Investing to grow to $400 billion to nearly $1 trillion over the next 10 years”...

World Economic Forum: “Impact Investing moving from the Margins to the Mainstream”...

Sonen Report: “Impact outperforms, traditional asset allocation strategies”...

Generation Investment Management: “Sustainable companies outperformed a similar matched group of companies”...

Trillium Asset Management: “A Framework for Creating Social and Environmental Impact Across Asset Classes ”...

PRI: “Pension Fund case studies demonstrate how Environmental & Social themed investing can form a valuable part of an institutional investors’ approach to responsible investment”...

Presented By:

2015 Speakers

Michael Sonnenfeldt

Keynote Speaker
Tiger 21

Michael Sonnenfeldt, Founder & Chairman

Kurt A. Summers, Jr.

"Welcome to Chicago"
Kurt A. Summers, Jr.,
Treasurer, City of Chicago

John Patrick Gibbons

John Patrick Gibbons

Ted Dean

U.S. Dept. of Commerce, International Trade Administration
Ted Dean, Deputy Asst. Sec for Services

Sara Hamilton

Family Office Exchange
Sara Hamilton,
Founder & CEO

Michael Lear

Athena Capital
Michael Lear, Portfolio Manager

Shawn Westcott

Impact Invest Scandinavia
Shawn Westcott,
Founder & Chairman

Martin Whittaker, Ph.D.

JUST Capital
Martin Whittaker, Ph.D., CEO

Amy Francetic

Clean Energy Trust
Amy Francetic, CEO

Aner Be-Ami

Pi Investments
Aner Be-Ami, Director of Investments

David Kirkpatrick

SJF Ventures
David Kirkpatrick, Managing Director & Co-founder


JLens Investor Network
Julie Hammerman, Founder

Scott C. Smith

Hanson Bridgett
Scott C. Smith, Partner

Paul Herman

HIP Investor, Inc.
Paul Herman, CEO + Founder, Chief Investment Officer

Noelle Laing

Cambridge Associates
Noelle Laing, Mission-Relating Investing (MRI) Research Specialist

Tim Bubnack

Huntington Capital
Tim Bubnack, Managing Partner

Matthew Weatherley-White

Matthew Weatherley-White, Managing Director

Eric Stephenson

Cordes Foundation
Eric Stephenson, Portfolio Director

Christine Looney

Ford Foundation
Christine Looney, Senior Program Investment Officer

Dana Lanza

Confluence Philanthropy
Dana Lanza, CEO

Stephanie Cohn Rupp

Toniic Global
Stephanie Cohn Rupp, CEO

Anna Snider

Merrill Lynch
Anna Snider, CAIA Director

Wolf Witt

Zurich Alternative Asset Management
Wolf Witt, Associate Director Private Equity

Alyssa Rieder

Dignity Health
Alyssa Rieder, Director of Investments

Patricia M. Dinneen

Emerging Markets Private Equity Association
Patricia M. Dinneen, Senior Advisor

Timothy Freundlich

Impact Assets
Timothy Freundlich, President

Irene D. Pritzker

IDP Foundation, Inc.
Irene D. Pritzker, President

Luke Apicella

Luke Apicella, Impact Investments

Brian Hughes

Hughes Growth Strategies
Brian Hughes, President & Founder

Kenneth B. Trippe

Glenmede Trust Company
Kenneth B. Trippe, Director of Private Investments

Susan Babcock

Susan Babcock,
Impact Consultant

John O'Hara

Rockefeller & Co.
John O'Hara, Senior Advisor & Managing Director

Jennifer Leonard

Jennifer Leonard, VP Impact Investing

Mitchell Strauss

Overseas Private Investment Corporation
Mitchell Strauss, Special Advisor for Socially Responsible Investment Finance

Craig Metrick

Cornerstone Capital Group
Craig Metrick, Director, Manager Due Diligence & Thematic Research

Matt HoganBruen

BAML Capital Access Funds
Matt HoganBruen, Managing Director

Daniel Nielsen

Christian Brothers Investment Services
Daniel Nielsen, Director of Socially Responsible Investing

Antony Bugg-Levine

Nonprofit Finance Fund
Antony Bugg-Levine, CEO

Jalak Jobanputra

FuturePerfect Ventures
Jalak Jobanputra, Managing Partner

Spencer J. Hempleman

Ardsley Partners Renewable Energy Fund
Spencer J. Hempleman, Portfolio Manager

Tim Rafalovich

Wells Fargo Bank
Tim Rafalovich, Vice President, Community Lending

Susan Meirs

Barclays Capital
Susan Meirs, Director

Scott Jacobs

Generate Capital
Scott Jacobs, CEO and Co-Founder

Karl Khoury

Arborview Capital
Karl Khoury, Founder


US Small Business Administration
Javier Saade, Associate Administrator

Jackie VanderBrug

US Trust
Jackie VanderBrug, Senior V.P.

Eron Bloomgarden

EKO Asset Management Partners
Eron Bloomgarden, Partner

Chris Geczy

Wharton Wealth Management
Dr. Chris Geczy, Adjunct Associate Professor of Finance


Elevar Equity
Maya Chorengel, Managing Director

Raúl Pomares

Sonen Capital
Raúl Pomares, Senior Managing Director

Brent Kessel

Abacus Wealth Partners
Brent Kessel, CEO and Co-Founder

Dimple Sahni

Anthos Asset Management
Dimple Sahni, Impact Investing

Nicholas Parker

Global Acceleration Partners
Nicholas Parker, Founding Managing Partner

Melanie Audette

Mission Investors Exchange
Melanie Audette, Deputy Director

Charlotte Kaiser

NatureVest at The Nature Conservancy
Charlotte Kaiser, Deputy Managing Director

Martin Darby

Church Impact!
Martin Darby

Temple Fennell

Keller Enterprises Family Office
Temple Fennell, MIT Sloan Fellow, Member

Falko Paetzold

Initiative for Responsible Investment at the Hauser Institute for Civil Society at Harvard University
Falko Paetzold, Visiting Scholar

Dr. James Gifford

Initiative for Responsible Investment at the Hauser Institute for Civil Society at Harvard University
Dr. James Gifford, Senior Fellow

Jenna Nicholas

Phoenix Global Impact
Jenna Nicholas, CEO & Co-founder

2014's Conference

The conference in April 2014 was a landmark event attracting 250 participants from family offices, foundations, global wealth investment firms, investment advisors, fund managers, government, companies and service providers representing one of the largest gatherings of investable assets focused on Impact Investing in the world. It was the first national gathering to take a portfolio approach to Impact Investing focused on institutional investors deploying capital across asset classes for return and impact. Given overwhelming response from the participants from this year's conference, we are excited about what 2015 holds.

2014 Summit Photos

Big Path Capital




FB Heron


Mission Investors

Tiger 21

TIGER 21 is the nation’s premier peer-to-peer
learning group for high-net-worth investors



Clean Energy Trust

SJF Ventures

Huntington Capital

Arborview Capital

Ardsley Partners

Educational Partner

Media Sponsors:

Thomson Reuters Family Office Insights

Confluence Philanthropy

Transform Finance

Impact Assets

Intentional Endowments Network

Impact Alpha

Past Initiatives:

First Impact Trade Mission

Impact Capitalism Circle

Registration Fees

$995 early bird until January 31
$1095 February 1 – March 30
$1295 after April 1