Monday, April 22, 2024 12:00PM - 3:00PM ET • 3 CE Credits

Join us for the 9th Annual Invest4Impact Virtual Summit designed exclusively for financial advisors. Invest4Impact will provide in-depth research and thought leadership on impact investing. We will showcase relevant investment strategies, opportunities, and industry trends.

Agenda

Registration is now open for the 2024 Invest4Impact Symposium. This online event is complimentary and provides 3 CE credits.
Topics to be covered during this live event include:

  • Sustainable Investing and Generational Wealth
  • Environmental Value & Water Investing
  • Investing for Impact in Donor Advised Funds
  • Supporting Small Business Through Impact Investing
  • Core Bonds and the Transition Economy
  • Energy Transition: The Biggest Macro Theme of our Lifetime

Speakers

Caroline Abramo

Caroline Abramo

CEO & Founder

Pana Low Carbon Economy Investments

Caroline Abramo is the Founder and Chief Executive Officer of Pana Low Carbon Economy Investments, a majority women-owned, emerging GHG reduction metrics/technology manager focused on a LCE. Ms. Abramo is joined by a world-class team of sector specialists, private equity and infrastructure investors, and commodity operators. Ms. Abramo is an experienced and well-regarded leader in commodities, infrastructure, and investments, with over 25 years of industry experience. Ms. Abramo has an extensive knowledge of real assets having completed the commercialization of cutting-edge commodity technologies of many large-scale projects through her career in commodity trading, banking, and investing. From 1994 – 2011, Caroline was a commodity trader and investment banker at Bankers Trust/ Deutsche Bank, CS. Through years of working with senior management teams, Ms. Abramo has cultivated unparalleled relationships with the leading companies in the real assets space. Ms. Abramo’s lifelong sustainability and impact work has included being one of the early pioneers of GHG reduction metrics/technology metrics and the reduction of GHG emissions and arranging private equity financing for the earliest “green companies.” Prior to starting Pana in the fall of 2019, Caroline was a Portfolio Manager for Lazard’s Real Asset and Commodity funds (RALIX and COMDO) with 7 and 5 year track records. Before Lazard, from 2011- 2017, Caroline ran Pana Advisory, working exclusively with Carlyle’s Alternatives and Private Equity platforms. Caroline also ran Bloomberg’s Commodity Portfolio Analytics product. Ms. Abramo is an equity owner in Kimura Capital, a private GHG reduction metrics/technology and sustainable trade finance syndication platform launched in 2016. Ms. Abramo graduated from Bucknell University with a degree in Business Administration and Management.

Matthew Diserio

Matthew Diserio

Co-Founder & President

Water Asset Management LLC

Matthew Diseriois the Co-Founder and President of Water Asset Management LLC (“WAM”). WAM is a leading water industry-focused fund manager and serves as sub-advisor on the Schafer Cullen Water Asset Management Impact Strategy. Mr. Diserio has been a guest lecturer on the water industry and water policy at Babson College, the Brooking’s Institute, Harvard’s Kennedy School of Business, Kellogg School of Management, Wharton Business School and the World Bank.

Prior to co-founding Water Asset Management in 2005, Mr. Diserio spent 25 years in fund management and securities analysis at Diserio Partners LP, Schafer Cullen, Water Street Capital, Paine Webber and Donaldson Lufkin and Jenrette.

Mr. Diserio graduated from Bowdoin College in 1981 with a B.A in Government and History.

Mindy Frye

Mindy Frye

Institutional Portfolio Manager

RBC Global Asset Management (U.S.) Inc.

Mindy is an institutional portfolio manager at RBC Global Asset Management (US) Inc. specializing in impact investing within the fixed income market. In this role, she leads product management efforts for the firm's impact investing strategies while providing product expertise for our sales and client service engagement teams. Mindy works closely with the portfolio management team to help ensure the integrity of the investment philosophy and process and adherence to client objectives. She also supports the initiatives of chief strategist of Impact Investing, producing thought leadership and educating investors about impact investing opportunities. Before joining RBC GAM in 2017, Mindy was a senior manager at a global, U.S.-based asset management firm, where she led a team responsible for performance and asset reporting, having earlier worked as a senior investment analyst at a private investment firm and as a manager of client service for a registered investment advisory. Mindy started her career in the financial industry in 2002.

Greg Hasevlat

Greg Hasevlat

Senior Sustainability & Stewardship Analyst

Impax Asset Management LLC

Greg is a senior member of the Impax Asset Management research team tasked with evaluating the ESG performance of companies for potential inclusion in the firm’s portfolios. He is involved in shareholder and public policy engagement and is a member of our Gender Analytics team and the Impax Sustainability Centre.

Prior to joining Impax in 2009, Greg was a government affairs representative at a New Hampshire-based consulting firm, where he represented clients from various industries before the New Hampshire legislature.

Greg has a bachelor’s degree in English from the University of New Hampshire and an MBA from Southern New Hampshire University.

Anuca Laudat

Anuca Laudat

Co-Portfolio Manager, ESG Value Equity

Schafer Cullen

Anuca Laudat joined the Schafer Cullen in 2012 and currently serves as a research analyst on both international and domestic investment strategies. Ms. Laudat graduated magna cum laude from Columbia University in 2012 with a B.A. in Mathematics. She became a Chartered Financial Analyst in 2015.

Emily Lee, CSRIC®

Emily Lee, CSRIC®

Vice President, Business Development

Impax Asset Management LLC

Emily leads our Western Region business development efforts across all advisor channels including Broker Dealers, RIAs and family offices. In this role, she consults with advisors as they implement sustainable investment solutions into their practices and client portfolios. She frequently presents on the risks and opportunities arising from the transition to a more sustainable economy. Emily has worked in this role since 2019.

With deep roots in the financial industry, Emily has previously held positions with Trillium Asset Management, LPL Financial, Wellington Management Company, and Putnam Investments, all in business development and sales functions.

Emily has a bachelor’s degree in History with a minor in environmental science from Willamette University. She is a member of Women Investing for a Sustainable Economy (WISE) and holds the FINRA Series 6 and 63 registrations. Emily is a Chartered SRI Counsellor (CSRIC®). She is a registered representative of Foreside Financial Services, LLC.

Anna Mabrey

Anna Mabrey

Director, Investor Relations

Calvert Impact Capital

Anna Mabrey is a Director on the Investor Relations team at Calvert Impact, a nonprofit investment firm that has helped thousands of people and institutions channel $5 billion in impact investments to social enterprises throughout the US and around the world. Anna’s goal is to collaborate with institutional investors and Financial Advisors, using the Community Investment Note and across asset classes, to build the impact investing space and make a more sustainable and equitable world.

Prior to joining Calvert Impact, Anna lived and worked in various locales across the US, Africa, the Middle East and Europe. She has been active volunteering with refugees, natural disaster relief efforts, and AIDS victims for over twenty years. Anna’s first career was as an African Archaeologist and she holds an M.A. in African Archaeology from University College London. Her financial experience includes institutional equity sales and financial planning for military and federal employees overseas.

Kiley Miller

Kiley Miller

Principal Director, Sustainable Investing

Envestnet

Kiley is responsible for the strategic development of Envestnet’s sustainable investment offering, which includes the expansion of technology embedded into the Envestnet platform, as well as sustainable investment solutions, research and data, and providing education and guidance on how to incorporate sustainable investing into advisor practices.

Sara Templeton

Sara Templeton

Officer, Business Development

ImpactAssets

At ImpactAssets, Sara works alongside clients to strategically align their values, philanthropic interests and impact investing goals. Sara’s background is in nonprofit and social enterprise fundraising, having worked for a variety of social impact organizations throughout Southern California. Previously, she worked at Annenberg Foundation, where she supported the launch of several public-private initiatives, including PledgeLA, a collective of LA-based tech companies and venture capital firms working to increase access to jobs and capital for underrepresented communities. Sara completed her master’s degree in Social Entrepreneurship at the University of Southern California’s Marshall School of Business.

Anthony Trzcinka, CFA®

Anthony Trzcinka, CFA®

Senior Portfolio Manager, North America

Impax Asset Management LLC

Anthony is the Portfolio Manager for the Impax Core Bond strategy and is also a member of the Multi-Asset Sustainable Allocation team. Tony has been running impact bond products for almost two decades has overseen multiple strategies since joining Impax in 2003.

Prior to working at Impax, Tony spent three years as an Assistant Vice President at AEW Capital Management, a $90 billion Boston-based asset manager where he focused on analysis of public and private debt.

Tony is a CFA® charterholder and a member of the CFA Society Boston. He has an MBA from Northeastern University and a bachelor’s degree from the University of Massachusetts Amherst.

Register

This is an online event, and registration is complimentary for financial advisors.
Monday, April 22, 2024 12:00PM - 3:00PM ET • 3 CFP / IWI / CFA CE Credits
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