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September 24, 2026 | Harvard Club of New York City

 

AGENDA

BE INSPIRED BY THE IMPACT & SUSTAINABILITY PIONEERS!

 

Impact Summit America invites global leaders, pioneers and experts of the impact 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. 

 

REGISTER HERE

Complimentary for asset owners/LPs, please apply for invitation.

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INTERESTED TO CONTRIBUTE TO THE AGENDA?

SHAPE THE CONVERSATIONS WITH US FOR UPCOMING EVENTS!

Get in touch via a quick form with our Programming team >>

THEME 2026

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2026 marks a turning point. As public funding retreats and systemic pressures converge, private and institutional capital must move with greater purpose, depth, and resolve than ever before. CAPITAL WITH CONVICTION is the organizing idea for this year's Summit: that impact investing has matured from an ethical preference into a structural necessity. The investors decide what will flourish and how the economic, social and environmental landscape will look in the future. Across three sub-themes, the agenda maps where capital is needed most, what it takes to deploy it effectively, and how to ensure it leaves systems stronger than it found them. 

The gap becomes the opportunity- Health, housing & climate after federal retreat

 

The withdrawal of federal funding from health, housing, and climate is not just a policy shift, it is a market signal. Where public institutions step back, private capital has both the opening and the obligation to step forward. This sub-theme examines how impact investors are identifying, sizing, and financing the gaps left behind, turning structural absence into durable investment opportunity.

Threshold technologies- AI & Nature based solutions reaching institutional maturity

 

Artificial intelligence and nature-based solutions have spent years proving their potential. In 2026, both are reaching the point of institutional maturity, with track records, risk frameworks, and capital structures sufficient to move serious allocations. This sub-theme explores what it means to back transformative technologies at scale, and how to ensure values remain embedded as deployment accelerates.

 

Climate meets equity- community resilience & just transition

 

The transition to a resilient economy only holds if it is built with communities, not around them. This sub-theme examines the intersection of climate strategy, community resilience, and just transition. All exploring how capital can advance decarbonization and social equity as a single, integrated objective rather than competing priorities.

 

AGENDA 2026 WAS SHAPED WITH THE INPUT FROM INDUSTRY EXPERTS

ADVISING COMMITTEE

Caitlin Rosser

Director, Impact Management
Calvert Impact

Jyoti Aggarwala

Principal
Private Capital Raise

Mari Brossard

Principal, Sustainability
Sagard

Ryan Malloy

Research Analyst, Sustainable Investing
Fiduciary Trust

Smitha Das

Senior Director, Investment
World Education Services

Temple Fennell

Co-Founder & Managing Partner
Clean Energy Ventures

Wren Laing

Senior Investment Director
McConnell Foundation

PRELIMINARY AGENDA 2026

This Agenda is Updated Regularly

11:30 – 12:00

Registration

12:00 – 12:55

Interactive Lunch | Investor Workshop

This session provides attendees with the opportunity to participate in a hands-on workshop led by investors. The workshop is designed to encourage discussion, share perspectives, and explore topics relevant to the investment landscape in an interactive setting.
12:55 – 13:00

Coffee and Convening for the Plenary

13:00 – 13:10

Opening Remarks/Host of the Day | Welcome by Phenix Capital Group

The host organisation, Phenix Capital Group, will welcome delegates, highlight key aspects of the Summit, and present an overview of current impact investing trends drawn from Phenix’s proprietary database.
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YANA KALOSHINA

Managing Director, Phenix Capital Group – Impact Events

13:10 – 13:25

Keynote Speech | Intersectional Impact: One System, One Opportunity

The defining opportunity of 2026 is intersectional impact. Treating social outcomes, climate strategy, workforce development, and public policy not as separate silos but as parts of the same integrated system. This keynote argues that the retreat of public funding is not a barrier but a signal: the moment for private capital to deploy with deeper intentionality, clearer choices, and stronger underwriting has arrived. 
13:25 – 14:10

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

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.

Paula Luff

PAULA LUFF

Director of Sustainability Research and Engagement, DSC Meridian Capital

Kenneth Huang

KENNETH HUANG

Executive Director, LGT Capital Partners

Nick Peters

NICK PETERS

Managing Director, Investments, ImpactAssets Capital Partners

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MICHAEL GROSSMAN

Chief Investment Officer, Calvert Impact

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Moderator
ANDREW SIWO

Head of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund

14:10 – 14:30

Coffee Break

14:30 – 15:30

Breakout session A1 I InvestorConnect session

(Pre-scheduled meetings, for Asset owners)

This dynamic session, a unique feature of the Summit, is designed to give asset owners an efficient way to explore a curated selection of pre-screened, institutional-quality impact strategies. The sessions offer the opportunity to gain insights into the current market while also connecting with fellow asset owners and impact practitioners along the way.

Through a series of 15-minute speed meetings, participants can learn how these curated strategies aim to generate impact and ask relevant questions within an informal setting.
14:30 – 15:30

Breakout session B1 I AI for Good: Finding the Impact Investor's Role in Technological Transformation

Artificial intelligence is reshaping every sector that affects daily life, education, healthcare, 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. 
15:30 – 15:45

Networking Coffee Break

15:45 – 16:15

Panel discussion | Nature-Based Solutions: From Niche to Institutional — What Will It Take?

Breakout Session A2
Nature-based Solutions sit at the intersection of climate and biodiversity — yet they remain undercapitalised and structurally misunderstood by institutional investors. This session examines the pathways to scale: strategic partnerships that build the capital stack for large, long-term projects; the role of catalytic and philanthropic capital in early project development; and how to construct financial models with the track records required for mainstream allocation. Speakers also address reduced federal science funding as a growing barrier and the opportunity for high-impact philanthropy to fill that gap. 
15:45 – 16:15

Panel discussion I Total Portfolio Activation: Moving Beyond Thematic Impact to Systemic Change

Breakout Session B2

The greatest growth opportunity in impact investing is not deeper thematic exposure — it is total portfolio activation, integrating impact considerations across all asset classes to achieve a diverse and powerful range of outcomes. This session tackles the bottleneck: a lack of product depth and maturity, barriers facing emerging managers, and the risk of market contraction if the industry fails to support new players. Panellists debate whether broad integration or concentrated depth delivers more durable change.

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AMANTIA MUHEDINI

Head, Sustainable & Impact Investing Americas, UBS GWM CIO Global Investment Management

Wren Laing

WREN LAING

Senior Investment Director, McConnell Foundation

16:15 – 16:25

Logistics Break

16:25 – 17:15

Panel discussion | Capital Value Chain: the LP to GP to Foundation to Grantee

This session brings together an investor, a fund manager, a foundation, and a grantee to explore how capital flows through the impact ecosystem. By following the journey from LP to GP, foundation, and ultimately to the organizations delivering impact on the ground, the discussion will examine how investment decisions translate into meaningful social and environmental outcomes. Together, the panel will unpack the relationships, incentives, and mechanisms that shape the full capital-to-impact value chain.

17:15 – 17:20

Closing Remarks

17:20 – 19:00

Closing Reception Drinks

INTERESTED TO SPEAK OR CONTRIBUTE TO SHAPING AGENDA?

For more information on speaking engagements, please get in touch via a quick form with our Programming team >>   or email: Prachi Modi: prachimodi@phenixcapitalgroup.com

FEATURED SPEAKERS FROM OUR PAST EVENTS

IN THE COMPANY OF THOUGHT LEADERS

Al Gore

Former Vice President of the United States

Anita 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 Nominee

Mark Mobius

CEO,
Mobius Capital Partners

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 Fund

Hazel 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

MEET YOUR IMPACT

INVESTING PEERS!

A LIMITED NUMBER OF COMPLIMENTARY TICKETS IS

AVAILABLE FOR ASSET OWNERS & INSTITUTIONAL INVESTORS!

WHAT IS IMPACT INVESTING


 

Whereas ESG investing looks to integrate environmental, social and governance factors when subject to an investment’s performance, impact investing goes a step further by seeking investments that contribute to measurable social and/or environmental impact.

 

THE CHARACTERISTICS OF IMPACT INVESTMENTS

  • Intentionality: intent to achieve a social or environmental goal is clearly expressed and the investor identifies outcomes that will be pursued

  • Additionality: thesis or narrative describes how the investor’s actions will help achieve the goal and how the outcome would not have occurred without the investment

  • Measurement: impact measurement framework in place to assess the level of expected impact and monitor progress against the goal

SPECTRUM OF CAPITAL

Impact Summit America programme is focusing on the financial-first impact investment opportunities, offering experienced impact investors the stage to share best practices with their industry peers. 

Defininf impact investing - Spectrum of capital, Phenix Capital Group

 

 

First published by Bridges Fund Management (2015), the Spectrum of Capital maps out different investment approaches, depending on investors’ desired risk, return and impact profile, and categorizing them in a range from traditional investment to philanthropy.

 

  •  Financial-First Impact Investments: select funds in specific sectors, impact themes, or in alignment to the SDGs. In this approach, there is no trade-off between return and impact, and thus all investments should achieve fully commercial risk-adjusted returns.


  •  Impact-First Impact Investments: funds are selected to maximize impact over returns. These investments may target lower risk-adjusted returns to deliver greater impact.