ICM Fall Convening & Allocator Day

Date: Thursday, November 14, 2024

Time: 8:30 AM-7 PM ET

Location: New York City

Please join us on November 14th for the Impact Capital Managers Annual Fall Convening & Allocator Day in New York. Our convening will bring together members, friends, and partners, including select allocators to participate throughout the day.

To welcome as many member funds as possible, we are initially welcoming up to 2 individuals per fund, with at least one attendee at the Partner level. We encourage you to use at least one of your tickets for someone on your team whose background will add to the diversity of our gathering.

The convening is free for members in good standing.

Please register by November 1st.

This event is invitation-only and will observe the Chatham House Rule (not for attribution).

- ICM Members, 8:30am-7pm
- Allocators/LPs, 12-7 pm
- Community Partners Reception, 5-7 pm
If member funds would like to send additional individuals, please email their name, title, and email address to Andrew Garrett (agarrett@impactcapitalmanagers.com). We will admit those on the waitlist on a first-come, first-served basis, capacity permitting.
In lieu of ticket fees we are encouraging donations to the ICM Institute in support of the Mosaic Fellowship (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.
AlTi Tiedemann Global
APG
Ballentine Partners
Blue Earth Capital
Builders Vision
CalSTRS
Capricorn Investment Group
Caprock
Citi Global Wealth Management
Commonfund
Illumen Capital
ImpactAssets
J.P. Morgan Private Bank
Lumina Foundation
The Leon Levine Foundation / L&L Management
Morgan Stanley
New York State Common Retirement Fund
Prithvi Ventures
World Education Services
- confirmed to date -
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.
A wellness and maternity room will be available at the convening. If you would like access to this facility, 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 allocator engagement.

Agenda

Morning

Food & Refreshments

Breakfast, Registration, and Breakout Session Sign Ups
8:30-9:15 am
- All Members Breakfast
- Emerging Leaders Breakfast

Programming

Welcome
9:15-10 am
- Marieke Spence, Impact Capital Managers
- Andrew Garrett, Impact Capital Managers
- Hope Mago, ICM Board Member & HCAP Partners
- Ben Fox, Morrison & Foerster LLP
Member-to-Member Connections
10-10:20 am
Breakout Sessions
10:20-11:15 am
- Board Best Practices and PortCo Governance
  - Shai Kalansky, Morrison & Foerster LLP
  - Joshua Posamentier, Congruent Ventures
  - Greg Shell, Goldman Sachs
- Bottom Up IMM: PortCo Perspective on Measurement
  - Amelia Ahl, The Builders Fund
  - Kelsey Jarrett, SJF Ventures
- Policy Focus Group x ICM's New Policy Initiative
  - Garrett Jaso, Impact Capital Managers
- Sector Spotlight: Climate Resilience x Regenerative Agriculture
  - Sasha Brown, The Ecosystem Integrity Fund
  - Sam Kass, Acre Venture Partners
  - Brandon Welch, Mad Capital
- Paths to Partner: Unpacking ICM's Report x Next Steps
  - Mark Lewis, Lime Rock New Energy
  - Emma Sissman, Goldman Sachs
  - Rohan Wadhwa, Lumos Capital Group
Coffee Break
11:15-11:30 am
Breakout Sessions Report Out & ICM Board Nominations Survey
11:30 am-12 pm

Afternoon

Food & Refreshments

Lunch & Allocator Arrival
12-12:45 pm

Programming

Afternoon Remarks & 2025 Impact Awards Nominations Survey
12:45-1 pm
After the Election Policy Plenary
1-1:45 pm
- Peter Davidson, ICM Board Member & Aligned Climate Capital
- Jacob Haar, ICM Board Member & Community Investment Management
- Priya Parrish, The Impact Engine
ICM LP Advisory Council Survey Report Out
1:45-2 pm
- Mark Berryman, Caprock
Allocating for Impact Plenary
2-2:45 pm
- Moderator: Brian Wayne, CurvePoint Capital
- Andrew Siwo, New York State Common Retirement Fund
- Jed Emerson, AlTi Tiedemann Global
- Jessica Matthews, J.P. Morgan Private Bank
- Mark Berryman, Caprock
Coffee Break
2:45-3 pm
Allocator Engagement: Open Networking & Thematic Deal Sharing Conversations
3-4 pm
Allocator Engagement: Breakout Sessions
4-4:45 PM
- Impact Reporting Norms w/Impact Frontiers
  - Mark Berryman, Caprock
  - Mike McCreless, Impact Frontiers
- Diversity Lens Investing: The New Landscape
  - Ash Das, Clear Vision Impact Fund
  - Ashley Ryder, Vamos Ventures
  - Harry Savage, o15 Capital Partners
- AI, Climate, and the Future of Work
  - Udai Chopra, Future of Work Partners
  - Stephan Cizmar, Blackhorn Ventures
ICM Closing Remarks
4:45-5 pm

Food & Refreshments

Community Reception
5-7 pm

subject to change

Impact Dinners

Break bread and build relationships with a small group of fellow members working in your thematic areas. ICM members, before the official programming begins on November 14th, we are inviting you to participate in an impact dinner with your peers on November 13th.

To express interest, please select the “Member, Impact Dinners” ticket type, in addition to the “Member, Fall Convening” ticket.

Date: Wednesday. November 13th
Time: 7pm
Location: Various, To Be Determined
Hosts & Attendees: ICM Members
Thematics:

Environment & Sustainability
Education & Workforce Development
Healthcare & Wellness
Underserved Communities & Access

Note: Each impact dinner will be coordinated by ICM, hosted by members, and capped at 10 attendees. Each bill will be split amongst the members in attendance. Thematic dinner sign ups and location information forthcoming.