DC Net Impact Professional Chapter (DCNI) and Women Impact Investing Network (WIIN) Present:
Impact Investing - How is it Defined and What Can We Expect?
Have you heard the term "impact investing" a thousand times, but also heard many different definitions of it? Are you wondering how it is officially defined, as well as the various ways in which you can invest responsibly? Are you also curious as to how the field has evolved and what we can expect in the future? Do you want to learn how you can participate?
Join DCNI and WIIN in an intriguing panel discussion on these topics and more, as we explore impact investing from multiple different angles. Our panel of experts will answer your questions about what they are seeing in the sector, how it differs from traditional investing, and the different ways that you, the retail investor, can hop on board. We invite you to stay afterwards to network and mingle with our panelists and audience members.
This is the first of a series of three panel events on impact investing, so stay tuned for future installments!
Scott Sacknoff -- Co-Founder, Serenity Shares
Cynthia Newell -- Director, Impact & Strategic Partnerships, City First Bank of DC
Stu Dalheim -- Vice President, Shareholder Advocacy, Eaton Vance Investments
Jeremy Pearce (moderator) -- Financial Advisor, SharePower Responsible Investing, Inc.
6-6:30pm -- Sign-in and networking
6:30-6:45pm -- Presentation: How is impact investing defined?
6:45-8pm -- Panel discussion and Q&A
8-8:30pm -- Networking
Alley DC, 2055 L Street NW, Washington, DC 20036.
Be sure to sign in with security in lobby.
Between the Farragut West and Foggy Bottom Metro stops on the blue/orange/silver lines. In the spirit of sustainability, we encourage you to use public transportation. However, if you will be coming by car, there is a close parking option on 2021 K Street through Parking Panda. It is open until 11pm. For $5 off, click here.
$15. Light refreshments will be served.
Scott Sacknoff is the CEO of SerenityShares Investments, an RIA and ETF fund sponsor focused on democratizing and expanding impact investing using public equities. At SerenityShares, we believe it is possible to achieve a market return or better while investing in a manner consistent with your values. The key begins with defining the issues affecting society and the planet and identifying the companies that offer products and services that address those challenges. To this end, Mr. Sacknoff helped design the proprietary, rules-based (passive) SSI Impact Index and its 20 themes ranging from environmental stewardship and renewable energy to eldercare and community building -- categories aligned with the UN Sustainable Development Goals (SDGs) and which, by design, exclude firms involved with weapons, fossil fuel exploration and production, and tobacco. A serial entrepreneur, Scott has a diversified background in business consulting, index design and development, and venture capital; has appeared on CNBC, Bloomberg TV, and Canada's BNN; and has been quoted by the media for more than 20 years.
Cynthia Newell is City First Bank’s Director of Impact and Strategic Partnerships. She manages key relationships across the public and private sector to increase City First’s impact and leadership within the community. Prior to joining City First, Ms. Newell led Deloitte’s Social Finance projects and practice growth. She spent 8 years advising many public and private sector stakeholders on financial inclusion, innovative financing, and impact investing strategies, including Ford Foundation, U.S. Treasury, U.S. Postal Service, World Bank, and African Development Bank. As a consultant for the CDFI Fund, she also trained over 100 CDFI banks and loan funds to enhance their ability to deliver financial products and services to underserved communities. She is a graduate of Cornell University’s School of Industrial and Labor Relations (ILR).
Stu Dalheim leads Calvert's shareholder advocacy program, which seeks to improve corporate environmental, social and governance performance through direct dialogue, standard-setting exercises and partnerships, and public policy. Mr. Dalheim has focused on corporate governance, transparency and environmental issues and works with policy makers and regulators to advance the interests of sustainable and responsible investors. He serves on the board of Bethesda Green, the UNEP FI Investment Commission Board and is a member of the Corporate Governance Advisory Council of the Council of Institutional Investors. Mr. Dalheim earned a BA in philosophy from Wesleyan University and is a LEED accredited professional.