What Makes an Impact Report “Decision-Useful?”- LP Perspectives on Emerging Impact Reporting Norms

Caitlin Rosser, Director of Impact Management, Calvert Impact

Mike McCreless, Executive Director, Impact Frontiers

Andrew Lee, Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management 

Institutional investors and asset owners are eager to better understand impact measurement and management (IMM) and identify impact washing – especially in impact reporting. This interactive workshop will feature emerging practices in impact reporting norms, highlight what best practice looks like, and help participants evaluate asset manager impact claims with confidence. Through a facilitated case study, attendees will apply a practical tool to assess impact performance and identify key ways to engage GPs on impact reporting. Participants will leave with actionable resources that they can use to strengthen impact integrity across their portfolios.

Keynote Speech | Interconnected Impact: One System, One Opportunity

Dr. Anino Emuwa, CEO & Founder, Avandis Consulting | 100 Women @Davos 

The defining opportunity of 2026 is interconnected impact: treating social outcomes, climate strategy, workforce development and public policy not as separate silos but as parts of one integrated system. This keynote explores how the changing landscape of public funding creates an opportunity for a new era of impact capital: enabling investors to deploy capital with deeper intentionality, clearer choices and stronger underwriting to address complex challenges in a rapidly evolving technological landscape.

Panel Discussion l When Government Steps Back: Private Capital Filling the Gap in Health, Housing, and Energy Transition

• Kenneth Huang, Executive Director, LGT Capital Partners
• Michael Grossman, Chief Investment Officer, Calvert Impact
• Nick Peters, Managing Director, Investments, ImpactAssets Capital Partners
• Paula Luff, Director of Sustainability Research and Engagement, DSC Meridian Capital

Moderator: Andrew Siwo, Head of Sustainable Investments and Climate

Development aid budgets have been dramatically cut. USAID and other U.S. government funding sources have been reduced or eliminated. Income inequality is widening. This panel addresses the urgent need for impact investors to step into the gap across health, housing, financial inclusion, and education — and discusses what business models, capital structures, and risk frameworks make deployment viable without requiring regulatory consistency.

Solutions, New York State Common Retirement Fund 

Expert circle l AI for Good: Finding the Impact Investor's Role in Technological Transformation

• Dr. Anino Emuwa, Founder, Avandis Consulting, 100 Women @ Davos
• Bernhard Kowatsch, Director, Global Accelerator and Ventures, United Nations World Food Programme
• Karin Bouwmeester, Sustainability and Portfolio Management Lead, Private Equity, PGGM
• Robert Schultz, Partner, Capricorn Investment Group

Moderator: Mari Brossard, Principal, Sustainability, Sagard Holding

Artificial intelligence is reshaping every sector that affects daily life, education, healthcare, food security, and financial services, and the time for AI scepticism is over. Yet most impact investors are not yet engaging deeply with the technology. This session explores how to identify values-aligned AI opportunities, how to back entrepreneurs leveraging AI to combat information asymmetries and reduce burdens on low-income households, and how to proactively design against exploitation. Panellists discuss catalytic early-stage strategies and the risks of being left behind.

Panel discussion | The liquidity challenge: rise of secondaries impact market

• Courtney Birnbaum, Director of Sustainability, Corbin Capital Partners
• Kunal Doshi, Partner, Accelerate Investment Group
• Mark Hays, President, Endowments & Foundations, Prime Capital Financial

Moderator: Marieke Spence, Executive Director, Impact Capital Managers

With IPO windows slow to reopen, investors explore the “new liquidity toolkit.” This session discusses secondaries markets within PE & PC, and GP-led restructurings. Speakers examine the implications for impact funds and discuss bespoke liquidity solutions to enhance opportunities within the impact investing ecosystem.

Panel discussion | Myth Busting Climate Infrastructure: The Real Investment Story Behind U.S. Solar Market

• Liqian Ma, Head of Sustainable & Impact Investing Research, Cambridge Associates
• Peter Davidson, Co-Founder & CEO, Aligned Climate Capital
• Mike Poelman, Managing Director, PJT Partners
• Rajith Sebastian, Head of Private Markets Strategies and Sustainable Investing, New York State Insurance Fund

Moderator: Radhika Shroff, Member Board of Directors, Investment Committee of The Henry Luce Foundation

Headlines often paint an uncertain picture of the U.S. clean energy market, but how much of it is fact versus fiction? This panel will separate myth from reality, exploring why solar continues to present compelling investment opportunities across the country, from community solar initiatives to utility-scale projects in both red and blue states. Industry leaders will discuss how clean energy projects are financed, debunk common misconceptions about the market, and examine why long-term investors remain confident in the sector despite shifting political and economic narratives.

NETWORKING RECEPTION  

• Peter Davidson, Co-Founder & CEO, Aligned Climate Capital
• Alex Honnold, Professional Athlete, Free Solo Climber, TIME100 Sports List, Author, Philanthropist; Founder, Honnold Foundation.

The reception opened with remarks from Peter Davidson, Co-Founder and CEO of Aligned Climate Capital, on the firm's 3% Carried Interest Program, through which Aligned donates a share of carried interest from its funds to nonprofit organizations advancing climate and clean energy access. Peter then introduced the Honnold Foundation, one of the program's recipients, and its founder, Alex Honnold. Alex is a professional rock climber best known as the first person to free solo El Capitan in Yosemite National Park, an achievement documented in the Academy Award-winning film Free Solo. In 2012, he founded the Honnold Foundation to expand solar energy access for communities around the world, and he shared remarks on the Foundation's work.