Impact Investing in the Bay Area: Program

Tuesday, May 7, 2013

9:00 – 9:15 amWelcome and Overview
Scott Turner
Federal Reserve Bank of San Francisco

Lauryn Agnew
Seal Cove Financial
9:15 – 10:00 amState of the Bay Area: Overview of Bay Area Economy
R. Sean Randolph, PhD.
Bay Area Council Economic Institute
10:00 am – 11:00 amImpact Investing for Institutional Portfolios: State of the Industry
Ben Thornley
Pacific Community Ventures

Georgette Wong
Take Action!

Jessica Matthews
Cambridge Associates (moderator)
11:00 am – 11:15 am Morning Break
11:15 am – 12:00 pmFiduciary Duty and Impact Investing: Evolution and Challenges
David Chen
Board Chairman
Portland Branch of the Federal Reserve Bank of San Francisco
12:00 pm – 1:00 pmBuilding Your Portfolio: Community Development Investments
CDFIs: Mary Rogier
Northern California Community Loan Fund

Grand Blvd. Initiative: Speaker TBD

Infrastructure: Brian Prater
Low Income Investment Fund Community Development

Impact Notes: Liz Sessler
Enterprise Community Loan Fund

Lisa Richter
GPS Capital Partners (moderator)
2:15 pm – 2:45 pmAfternoon Break
2:45 pm – 4:00 pmBuilding Your Portfolio: Public and Private Equity and Debt for Impact
Equities and Bonds: Lauryn Agnew
Seal Cove Financial

Screening for ESG: Paul Herman
HIP Investor

Private Equity and Debt Nancy Pfund
DBL Investors

John Goldstein
Imprint Capital (moderator)
4:00 pm – 4:30 pmCall to Action: Bay Area Impact Investing Initiative (BA III)
Lauryn Agnew
Seal Cove Financial
4:30 pm – 6:00 pmReception