30 October 2024 | New York

The 6th edition will take place on 16 October 2025.
LEARN FROM SUSTAINABILITY & IMPACT INVESTING PIONEERS!
Impact Summit America invites global leaders, pioneers and experts of the impact & sustainable investing universe to share their knowledge and inspiration. Our programme focuses on the impact investments, offering experienced impact investors the stage to share best practices & know-how with their industry peers.
Complimentary for asset owners/LPs, please apply for invitation.
INTERESTED TO CONTRIBUTE SHAPING 2025 AGENDA?
Please get in touch with Prachi Modi : prachimodi@phenixcapitalgroup.com
FEATURED SPEAKERS 2025
Abbey Schmitt
Sustainable & Impact InvestingGCM Grosvenor
Damien Goodmon
CEO & DirectorDowntown Crenshaw Rising, Liberty Ecosystem
Erika Brice
Investment Officer, Social Investment PracticeThe Kresge Foundation
Evalinde Eelens
MBA MSC FRM CAIA,Professional Board Member,
Pension Funds
Fatna Chelihi
Associate Portfolio SpecialistT. Rowe Price
Gregg Meyer
Chief Sustainability OfficerSteven Madden
Henry Levy
TreasurerAlameda County
Josh Tanenbaum
Founder and Managing PartnerRebalance Capital
Jyoti Aggarwala
PrincipalPrivate Capital Raise
Karen Sunderam
Investment StrategistImpactAssets Capital Partners
Kay Makishi
Vice PresidentLupoff/Stevens Family Office
Kelsey Whatley
PrincipalCerity Partners OCIO
Terrence Keeley
ChairmanImpact Evaluation Lab
Marieke Spence
Executive DirectorImpact Capital Managers
Nishi Patel
Investment AnalystWestfuller Advisors
Mike McCreless
Executive DirectorImpact Frontiers
Peter M. Lupoff
PartnerBeatrice Advisors
Prachi Modi
Programming ManagerPhenix Capital Group - Impact Intelligence
Randall Strickland
Director, Client Portfolio ManagerWestfuller Advisors
Rekha Unnithan
Managing DirectorNuveen
Richard E. Zimmerman
Partner,WE Family Offices
Robert Brown
Founder & Chief Research OfficerImpact Evaluation Lab
Robert Schultz
PartnerCapricorn Investment Group
Ryan Malloy
Sustainable Investing Research AnalystFiduciary Trust International
Sandra Osborne Kartt, CFA
Deputy Chief Investment OfficerImpactAssets Capital Partners
Smitha Das
Senior Director, InvestmentsWorld Education Services
Sylvia Poniecki
Director, Impact InvestmentsWespath Benefits and Investments
William Burckart
Chief Executive Officer, The Investment Integration Project and Adjunct Professor, Columbia UniversityWilliam Harris
Executive DirectorWorking Capital for Community Needs
Yana Kaloshina
DirectorPhenix Capital Group - Impact Intelligence

Evalinde Eelens
MBA MSC FRM CAIA,
Professional Board Member,
Pension Funds
Before becoming a full-time trustee and supervisor Evalinde was an investment strategist advising multiple Dutch and international pension schemes on investments at organisations including PGGM and A&O Services.
Evalinde is an outspoken advocate for diversity and inclusion, excellent pension governance, Socially Responsible Investing (SRI), and its integration into the risk management structure of financial institutions. She holds an MSc. from Wageningen University, Financial Risk Management designation from GARP and CAIA Charter Holder Certificate.

Fatna Chelihi
Associate Portfolio Specialist
T. Rowe Price

Gregg Meyer
Chief Sustainability Officer
Steven Madden

Henry Levy
Treasurer
Alameda County

Jyoti Aggarwala
Principal
Private Capital Raise

Kelsey Whatley
Principal
Cerity Partners OCIO

Nishi Patel
Investment Analyst
Westfuller Advisors

Peter M. Lupoff
Partner
Beatrice Advisors

Prachi Modi
Programming Manager
Phenix Capital Group - Impact Intelligence

Randall Strickland
Director, Client Portfolio Manager
Westfuller Advisors

Richard E. Zimmerman
Partner,
WE Family Offices
Richard is a recognized speaker in the Impact Investing arena and works with some of the world’s wealthiest families helping them align their values to their investments. He has spoken at over 25 conferences, including the UN Sustainable Investing Conference, Barron’s ESG and Impact Summit, Opal’s Impact Investment Forum, and Responsible Investing. He has a positive and pragmatic speaking approach and uses real world examples to illustrate how sophisticated investors can invest with impact.
Richard has held senior positions at global banks and multi-family offices as well as board positions at philanthropic organizations. He is a Board Director at the Capital Institute and has served on the Ceres President’s Council, the Earth Charter Initiative International Council, and the Earth Institute Leadership Council.
Richard has a Master of Science in Sustainability Management from Columbia University and a B.A. from the University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations. He is a published author of “What Can I Do to Make a Difference,” Penguin Books USA, a guide to environmental and social issues and individual actions to make positive change.

Robert Schultz
Partner
Capricorn Investment Group

Smitha Das
Senior Director, Investments
World Education Services
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Sylvia Poniecki
Director, Impact Investments
Wespath Benefits and Investments

William Burckart
Chief Executive Officer, The Investment Integration Project and Adjunct Professor, Columbia University

William Harris
Executive Director
Working Capital for Community Needs
JOIN IMPACT
& SUSTAINABLE INVESTING PIONEERS!
A LIMITED NUMBER OF COMPLIMENTARY TICKETS IS AVAILABLE FOR INSTITUTIONAL INVESTORS & ASSET OWNERS
INTERESTED IN SPEAKING ABOUT IMPACT AND SUSTAINABLE INVESTING?
For more information on speaking engagements, please get in touch with Prachi Modi: prachimodi@phenixcapitalgroup.com
IN THE COMPANY OF THOUGHT LEADERS
Al Gore
Former Vice President of the United StatesAnita Bhatia
Former Assistant Secretary - General & Deputy Executive Director,UN Women
Sir Ronald Cohen
Chair,The Global Steering Group (GSG)
Ndileka Mandela
Founder and CEO,Thembekile Mandela Foundation
Matt Damon
Co-founder,WaterEquity and Water.org
Scilla Elworthy
Peace Builder, Three-time Nobel Prize NomineeMark Mobius
CEO,Mobius Capital Partners
Eva Halvarsson
CEO,AP2
Eduard van Gelderen
Chief Investment Officer,PSP Investments
Anna Snider
Managing Director and Head of Due Diligence for the Chief Investment Office,Bank of America Corporation
Amit Bouri
CEO & Co-founder,The GIIN
Fran Seegull
President,U.S. Impact Investing Alliance
Roger Havenith
Deputy CEO, The European Investment FundHazel Henderson D.Sc.Hon., FRSA,
Founder, Ethical Markets Media,Certified B Corporation
Hartwig Liersch
Chief Investment Officer,Pensioenfonds Metaal en Techniek
Jennifer Morris
CEO,The Nature Conservancy

Anita Bhatia
Former Assistant Secretary - General & Deputy Executive Director,
UN Women
Before that, Ms. Bhatia served since 2014 as the Director for Development Partner Relations at the World Bank Group. Previously, she held the position of Director of Partnerships and Advisory Services Operations (2011–2014) and Global Head of Knowledge at the International Finance Corporation (2010-2011).
Ms. Bhatia also served as Head of IFC’s Latin America Advisory Operations. In addition to Latin America, she has worked in Africa, Europe, Central Asia, and South and East Asia. Ms. Anita Bhatia brings extensive experience in the area of strategic partnerships, resource mobilization, and management. During her time at the IFC, she developed and expanded innovative partnerships with public and private sector partners to support its strategy in key areas, including fragile and conflict-affected states, gender equality, financial inclusion, support to women-owned businesses, and other priorities critical for the achievement of the Sustainable Development Goals (SDGs).
Ms. Bhatia holds a BA in History from Calcutta University, an MA in Political Science from Yale University, and a Juris Doctor in Law from Georgetown University.
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Sir Ronald Cohen
Chair,
The Global Steering Group (GSG)
Ndileka, having more than 15 years’ experience in the medical field, leads the Thembekile Mandela Foundation, which focuses on health, education and youth development in South Africa's rural villages. She recently participated in a panel at COP28 entitled "Strategies in Climate Financing; Empowering Sustainable Development in Africa", where she called for an end to "climate apartheid".
Ndileka's philanthropic ethos also shines through her involvement with the Nelson Mandela Children’s Hospital. Beyond her contributions to healthcare, Ndileka's leadership extends to impactful community projects, including the transformation of Clarkebury High School. She is also a council member for the Nelson Mandela Museum and a Global Fund Champion for HIV, TB, and malaria.
Through her memoir, "I am Ndileka," she shares her remarkable journey, inspiring others to embrace their own potential for change.

Matt Damon
Co-founder,
WaterEquity and Water.org
Inspired during international travel with his family throughout Mexico and Guatemala as a youth, Matt has long been devoted to environmental and social issues. Learning about the immense challenges of accessing safe water and sanitation in Sub-Saharan Africa, Matt decided to create the H20 Africa Foundation. In 2009, he teamed up with Gary White to join their organizations and launch Water.org.
For his work as Co-founder of Water.org, Matt, along with fellow Water.org Co-founder Gary, was recognized as one of the TIME 100 most influential people in the world in 2011 and received the Environmental Media Award from The Environmental Media Association in 2013. In 2014, the World Economic Forum named Matt as the Crystal Award winner for his work through Water.org. Matt’s active participation in his organization’s work, including site visits to multiple countries, strategy development, advocacy, and high-level meetings with institutions like the World Bank and the World Economic Forum over the past decade, has positioned him as one of the world’s experts on water and sanitation issues.

Scilla Elworthy
Peace Builder, Three-time Nobel Prize Nominee

Eva Halvarsson
CEO,
AP2

Eduard van Gelderen
Chief Investment Officer,
PSP Investments
Prior to joining PSP Investments, Eduard was senior managing director at the office of the chief investment officer of the University of California. As a member of the executive team, his primary responsibilities included overseeing the University’s retirement plan, heading up equity and real assets activities, and handling strategic partnerships in Europe. He also served as CEO of the Dutch financial service provider APG Asset Management and as deputy CIO of ING Investment Management.
Eduard is a certified financial risk manager and a chartered financial analyst and has served on several investment advisory boards. He holds a master’s degree in quantitative finance from Erasmus University Rotterdam and a post-graduate degree in asset liability management from Maastricht University in Limburg. He is currently a PhD candidate at the International School of Management in Paris. Eduard began his career as an investment banker in London and Amsterdam.


Amit Bouri
CEO & Co-founder,
The GIIN

Fran Seegull
President,
U.S. Impact Investing Alliance
Fran was the Chief Investment Officer and Managing Director of Investments at ImpactAssets where she headed investment management for The Giving Fund—an impact investing donor advised fund. She also oversaw product development for and managed the Global Sustainable Agriculture and Microfinance Plus Notes.
Prior to joining ImpactAssets, Fran was Managing Director at Funk Ventures, an early-stage impact venture capital and acceleration firm. She also served as Vice President of Business Development at Novica, an online retailer of products made by artisans in Asia, Africa and Latin America. Fran has consulted to National Geographic and NPR West as well as a number of family foundations and offices.
Fran has a BS in Economics from Barnard College at Columbia University and an MBA from Harvard Business School. She serves on the Investment Committee of Align Impact. Previously, Fran taught a graduate-level course on impact investing at USC’s Marshall School of Business and served on the Investment Committee of the Goldhirsh Foundation and on the G7 Social Impact Investment Task Force Working Group on Asset Allocation. She tweets on impact investing at @franseegull.

Hazel Henderson D.Sc.Hon., FRSA, founder of Ethical Markets Media, Certified B Corporation. She is a world-renowned futurist, active environmentalist, syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006); Mapping the Global Transition to the Solar Age (2014), and other books in 800 libraries, in 20 languages, including “Planetary Citizenship “co-authored by Buddhist leader Daisaku Ikeda. Ethical Markets is the publisher of Henderson’s forthcoming textbook, “Mapping the Global Green Transition: 2009-2020“.
She is the producer of the global TV series “Transforming Finance“ and the Ethical Markets TV series. She created in 2004 the EthicMark® Awards for Communications Uplifting the Human Spirit & Society, showcasing positive messages to raise the ethical bar on global advertising and in 2009 the annual Green Transition Scoreboard®.
She launched the EthicMarkGEMS®.com, the first global standard certifying only gems NOT mined from Mother Earth, to phase out unnecessary global gem mining, now chemically- identical gems are cheaply available worldwide and also co-created Ethical Biomimicry Finance®. Henderson served as a cabinet-level science policy advisor to the US Office of Technology Assessment, the National Science Foundation, and the National Academy of Engineering.
Her over 400 articles appear in Harvard Business Review, New York Times, LeMonde Diplomatique, and journals in Japan, Britain, Venezuela, China, France, Australia. Honorary Member of the Club of Rome, Fellow of Britain’s Royal Society for Arts and of The World Academy of Art & Science, Henderson shared the 1996 Global Citizen Award with Argentinian Nobelist Pérez Esquivel. She has many honorary degrees.

Jennifer Morris
CEO,
The Nature Conservancy