AlTi Tiedemann Global

Bank of America

Blue Earth Capital

BNY Advisors

Cambridge Associates

Capricorn Investment Group

CapShift

Catalyze

The Center for Global Health and Development

Crewcial Partners

GCM Grosvenor

Illumen Capital

JP Morgan Private Bank

The Leon Levine Foundation / L&L Management

Mass Mutual

Omidyar Network

PGIM Real Estate

The Rockefeller Foundation

TruStage

W.K. Kellogg Foundation

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.

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 (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.

We're pleased to host our 2nd annual ICM Congressional Hill Day on Tuesday, March 18th from 10 am-5 pm . Similar to last year, ICM will organize a series of meetings with Congressional staffers on Capitol Hill. This is a great opportunity to hear directly from policymakers on their activities and highlight the role of our investor network in scaling impact across the country. We will follow up with more details, including discussion topics and offices we'll be contacting, as we get closer to the date! Following our time on Capitol Hill, we will connect with ICM members participating in our social activity for an early evening happy hour. Reach out to Garrett Jaso (gjaso@impactcapitalmanagers.com) with any questions or suggestions. The registration deadline is February 28th.

Join us for lunch and a renegade scavenger hunt and tour of the National Portrait Gallery led by Museum Hack on Tuesday, March 18th from 12-5 pm. ICM members will have a VIP, fast-paced, story-based experience throughout the museum including social activities and insights that give you a new perspective on the galleries. Before the museum, we will meet for lunch. Following the scavenger hunt and additional time to explore the museum at your own pace, we will connect with ICM members participating in our Congressional Hill Day for an early evening happy hour. Reach out to Andrew Garrett (agarrett@impactcapitalmanagers.com) with any questions. The registration deadline is February 28th.

Breakfast
8:30-9:15 am

Morning Program
9:15 am-12:15 pm

• ICM Welcome & Member Business | 9:15-10:45 am

  • Welcome Remarks

    Marieke Spence (ICM), Cameron L. Contizano (Goodwin), 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 Governance & Board Development Updates

    An opportunity to learn about ICM’s potential new board members before a formal election process to follow the convening

  • ICM State of the Network Presentation

    A data-driven look at the ICM network through key findings from our 2025 member survey on trends, challenges, and opportunities shaping our membership

• Member Breakout Sessions | 10:45-11:45 am

  Interactive, intimate member-led conversation to foster learning and connection

  • Unlocking Wealth and Scaling Impact Through Employee Ownership

    Learn how to get started with employee ownership and legacy business transitions, and explore how these models build impact, inclusive wealth creation, and business resilience while driving solutions for impact funds and managers

    Alice Kehoe (KKR Global Impact), and Todd Leverette (Apis & Heritage Capital Partners)

  • Kick-Off Conversation: ICM’s Research Report on Impact from the Portfolio Company Perspective

    Hear how you can get involved and help address a critical gap in the impact investing field - portfolio company engagement during the impact measurement and management (IMM) process

    Kelsey Jarrett (SJF Ventures), and Lissa Glasgo (Turner Impact Capital)

  • Artificial Intelligence: The Impact Investor Perspective

    Discuss themes of trust, safety, and fairness in the rapidly developing technology through the lens of upcoming legislation and market adoption; come ready to share questions and/or insights from your own experiences and investments in the field

    L. Judson Welle (Goodwin), and Susan Ehrlich (Core Innovation Capital)

  • Natural Disasters & Resource Conservation: Biodiversity, Risk, and Natural Capital

    Explore how investors are integrating natural capital into their portfolios, managing climate-related risks, and driving sustainable solutions that protect ecosystems while generating returns

    Aaron Fyke (Thin Line Capital), and Luke Carpenter (Blue Forest Asset Management)

• Breakout Sessions Report Out | 11:45 am-12:15 pm

  An opportunity to share key takeaways and learnings from the morning breakout sessions to inform actionable next steps for the network

Lunch & Breakout Sessions with Industry Thought Leaders
12:15-1:00 pm

Engage in an ask-me-anything style conversation over lunch on the topic of climate, investor regulation, or federal funding with external experts - these conversations will inform the subsequent plenary session

• Climate: Christina Baworowsky (Citizens for Responsible Energy Solutions (CRES))

• Investor Regulation: James Maloney (Tiger Hill Partners)

• Federal Funding: Ben Wallerstein & Noah Sudow (Whiteboard Advisors)

Afternoon Program
1:00-5:00 pm

• ICM Hill Day Debrief | 1:00-1:30 pm

  Insights and learnings will be shared by the ICM policy team and members who spoke with members of Congress on March 18th about the role of impact investing in the United States

• Plenary Sessions & Member Conversations | 1:30-4:30 pm

  • Policy Expert Panel

    External experts from our brown bag sessions will join us in the main room to provide their assessment of policies and regulations related to our community and provide guidance on how to navigate the changing landscape

    Ben Wallerstein (Whiteboard Advisors), Christina Baworowsky (Citizens for Responsible Energy Solutions (CRES)), Jacob Haar (Community Investment Management), and James Maloney (Tiger Hill Partners)

  • Underscoring the Value of Diversity in Private Capital Investing

    Practical tips and advice will be shared by Goodwin lawyers and ICM members on what GPs should consider when investing in diversity and addressing inequity in 2025

    Danielle Reyes (Goodwin), Melissa Bradley (Black Economic Alliance Venture Fund), Monika Mantilla (Altura Capital), and Stephen DeBerry (BRONZE)

  • IMM Trends, Best Practices, and New ICM Initiatives

    Taking stock of convergence projects; reporting, verification, and disclosure norms; impact valuation and monetization; and more. Where has progress been made? Which pain points persist?

    Heather McPherson (S2G Investments), Juan Zavala (New Markets Venture Partners), Luba Shabal (Ember Infrastructure), and Sabari Raja (JFF Ventures)

• ICM Closing Remarks | 4:30-5:00 pm

Breakfast

8:30-9:15 am

Morning Program

9:00 am-12:00 pm

• ICM Welcome & Celebration of Life for Nathan Taft | 9:00-9:30 am

• First Look: ICM’s LP Survey & Impact Reporting Norms | 9:30-10:00 am

  • Marieke Spence and Justin MacLennan (ICM)

  • Mark Berryman (Capricorn Investment Group)

  • Mike McCreless (Impact Frontiers)

• Plenary Sessions | 10:00-11:00 am

  • Allocating for Impact: The LP Perspective

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

    Alexander Bashian (The Rockefeller Foundation), Anna Snider (Bank of America), Cynthia Muller (W. K. Kellogg Foundation), and Mark Berryman (Capricorn Investment Group)

  • Effective Policy x Artificial Intelligence

    A conversation investigating the intersection of innovation, regulation, and impact; and roles of investors, philanthropy, and policymakers as AI rapidly evolves

    Omidyar Network

• Lightning Networking Round #1: GP & LP Connections | 11:00 am-12:15 pm | Non-transactional opportunities for ICM member GPs to share information with a collection of LPs during 10-minute appointment slots (ICM will attempt to group LPs with similar allocation strategies in the same rooms)

Lunch

12:00-1:00 pm

Afternoon Program

1:00-2:30 pm

• Lightning Networking Round #1: GP & LP Connections | 1:00-2:30 pm | Non-transactional opportunities for ICM member GPs to share information with a collection of LPs during 10-minute appointment slots (ICM will attempt to group LPs with similar allocation strategies in the same rooms)