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 26-27 2016 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.

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Advances the field of Impact Investing globally through education and leadership.
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Big Path Capital is proud to present the Impact Capitalism Train Stop Tour: a national tour in select cities and regions to advance the impact investing discussion locally, regionally, and beyond

Thank you everyone for making a great event!

More information on ICS 2016 Chicago coming soon!

Registration Fees

$1395 early bird until January 31
$1695 February 1 - March 30
$1895 after April 1

Current Speakers

Leslie A. Keil

John D. and Catherine T. MacArthur Foundation
Julia Stasch,

Nancy Pfund

Case Foundation

Jean Case, CEO

Nancy Pfund

DBL Investors

Nancy Pfund, Founder, Managing Partner

Cecilia Chao

Bain Capital
Cecilia Chao, Operating Partner

Christine Looney

Ford Foundation
Christine Looney, Senior Program Investment Officer

Eric White

Eric White, Research Associate

Dave Kirkpatrick

SJF Ventures
Dave Kirkpatrick, Managing Director

Steve Farrell

Presidium Partners - Wealth Management
Steve Farrell Founder, Managing Partner

Dana Lanza

Confluence Philanthropy
Dana Lanza, CEO

Rob Day

Black Coral Capital
Rob Day, Partner

Tim Bubnack

HCAP Partners
Tim Bubnack, Managing Partner

Michael Lear

Athena Capital
Michael Lear, VP

Richard Muller

Richard Muller, COO and Managing Director

Scott Barrington

North Sky Capital
Scott Barrington, Managing Director & CEO

Chintan Panchal

RPCK Rastegar Panchal
Chintan Panchal, Founding Partner

Matt Onek

Mission Investors Exchange
Matt Onek, CEO

Chris Folwe

Chris Fowle, VP, Investor Initiatives

Bill Weiland

Presence Marketing
Bill Weiland, Owner & CEO


Morgan Stanley
Mike Burbank, Wealth Advisor

Paul Herman

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


Serious Change Investments
Josh Mailman, Investor

Jon Patty

New Island Capital
Jon Patty, Director & Head of Private Equity

Don Shaffer

RSF Social Finance
Don Shaffer, President & CEO

Holly Ruxin

Montcalm TCR
Holly Ruxin, CEO

Justina Lai

Wetherby Asset Management
Justina Lai, Director of Impact Investing

Adam Wolfensohn

Encourage Capital
Adam Wolfensohn, Chairman and Co-Managing Partner

Deb Clarke

Mercer (US) Inc.
Deb Clarke, Global Head of Investment Research

Liqian Ma

Cambridge Associates
Liqian Ma, Managing Director

Karina Funk

Brown Advisory
Karina Funk, Portfolio Manager, Large Cap Sustainable Growth

Bruce W. Boyd

Arabella Advisors,
Bruce W. Boyd,


Northern Trust Asset Management,
Jordan Dekhayser, CFA Senior Quantitative Research Analyst


Goldman Sachs,
Danielle Howard,
Vice President

Amber Nystrom

Trinity Nexus,
Amber Nystrom,
Founder & CEO

Mathew Weatherley

The Caprock Group,
Mathew Weatherley-White,
Managing Director

Tripp Baird

The Builders Fund,
Tripp Baird,
Managing Partner

Alicia Seiger

Stamford Steyer-Taylor Center for Energy Policy & Finance,
Alicia Seiger,
Deputy Director

Andrew Heintzman

Andrew Heintzman,
CEO & Co-founder

Rob Hutter

Learn Capital,
Rob Hutter,
Co-founder & Managing Partner

Tony Davis

Inherent Group, LLC
Tony Davis,
Founder and Managing Partner

Bruno Bertocci

UBS Global Asset Management,
Bruno Bertocci,
Managing Director

Siguler Guff & Co, LP

Siguler Guff & Co, LP
Jay L. Koh,
Managing Director

Anna Snider

Merrill Lynch Wealth Management,
Anna Snider,
Managing Director, Head of Equity Due Diligence

Dipender  Saluja

Capricorn Investment Group,
Dipender Saluja,
Partner & Managing Director

Leslie A. Keil

Hanson Bridgett
Leslie A. Keil,

Dr. Ion Yadigaroglu

Capricorn Investment Group,
Dr. Ion Yadigaroglu,
Partner & Managing Principal

Mark Retzlaff

Mark Retzlaff,

Co-founder & Chairman

Ron Albahary

Threshold Group,
Ron Albahary,
CFA Chief Investment Officer

Previous Speakers

Michael Sonnenfeldt

Keynote Speaker
Tiger 21

Michael Sonnenfeldt, Founder & Chairman

Deval Patrick

Deval Patrick
Former Governor of Massachusetts

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

Past Initiatives:

First Impact Trade Mission

Impact Capitalism Circle

Summit Sponsorship Package (PDF)

Presented By:

Big Path Capital

2016 Sponsors/Supporters:

MacArthur Foundation

Bain Capital


SJF Ventures


Confluence Philanthropy

US Commercial Service

Wealth and Giving Forum

Transform Finance


Conscious Capitalism


Past Sponsors/Supporters:



FB Heron


Mission Investors

Tiger 21

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


Forever Forests


Clean Energy Trust

Huntington Capital

Arborview Capital

Ardsley Partners

Educational Partner

Media Sponsors:

Thomson Reuters Confluence Philanthropy

Transform Finance

Impact Assets

Intentional Endowments Network

Impact Alpha

Ethical Markets

Invest with Values