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2022 Summit speakers and panels

Dan Schulman, PayPal CEO

Welcome Reception Keynote

Dan Schulman, PayPal CEO

Dan is democratizing and transforming financial services and e-commerce to improve the financial health of billions of people, families, and businesses around the world. Under Dan’s leadership, PayPal has been named as one of the top companies on JUST Capital and Forbes’ JUST 100 list, featuring “companies doing right by America”. Dan has frequently been recognized by Fortune as one of the top 20 Businesspersons of the Year, has been named one of the top 100 Most Creative People by Fast Company and, in 2019, he was named one of Glassdoor’s Top 50 CEOs. In addition, he has been recognized as one of the top 10 Most Innovative CEOs in Banking.

Dan will deliver his keynote during the Summit welcome reception on the evening of June 13th at 6:00 PM in the Stein Eriksen Ballroom.

 

Jean Oelwang

Opening Breakfast Keynote

Jean Oelwang, CEO Virgin Unite

Jean is the founding CEO and President of Virgin Unite. Over the last 17 years, she has worked with partners to lead the incubation and start-up of several global initiatives, including: The Elders, The B Team, The Carbon War Room, Ocean Unite, The Caribbean Climate Smart Accelerator, 100% Human at Work, The Virgin Unite Constellation and The Branson Centre of Entrepreneurship.  She also played a key role in the incubation of many other initiatives such as The Audacious Project, The Africa Donor Collective and The New Now. 

Jean will deliver her keynote during the opening breakfast the morning of June 14th at 10:15 AM in the Stein Eriksen Ballroom.

Panels

Impact Definition

Assess the current impact measurement process rooted in performance to date. Clarify theory of change and define associated key performance indicators.

Impact vs ESG: How private innovation and public scale align for the greater good

(Presented by our partners at UBS Wealth Management)

What are the differences between ESG and Impact investing, and where is the SI industry heading? Join us for a conversation on the challenges of scaling impact investing, why a focus on sustainability outcomes is paramount, and where innovation is currently happening (and where it’s still needed).

Confirmed Speakers Include: 

  • Isela Rosales, Managing Director, Bridge Investment Group
  • Shu Dar Yao, Founder and Managing Partner, Lucid Capitalism LLC
  • Andrew Lee, Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
  • Kate Ahern, Managing Director, ESG and Sustainability, Cartica Management, LLC
Envisioning Impact: Developing a whole-portfolio approach to driving your mission forward

Every investment and every structure has impact – positive or negative, externality or intentional strategy. As families look toward the future, the strategy of “two-pocket thinking,” making as much profit as possible with one area of operations and supporting mission-aligned causes with another, is increasingly outdated. But if a whole-portfolio approach to driving social and financial returns is the future, what’s the right way to do that? Where do we start? Experts from field-leading families share insights on the right way to develop – and stick to – a family impact strategy.

Confirmed Speakers Include:

  • Lauren Sercu, Partner, Sorenson Impact Group
  • Barr Even, Managing Partner, Rebalance Capital
  • Christy Richardson, Chief Investment Officer, The Sobrato Organization
  • Jacki Zehner, Founder, Investor, ShePlace
Higher Returns Through Inclusive Approaches to Impact Investing

Diversity isn’t a vanity metric – it drives stronger returns. So what are the biggest barriers in the way we practice VC now that limit us from finding and funding founders from underrepresented backgrounds in tech? How do we overcome them? And what’s possible, once we do? Listen to some of the foremost experts in this space share their experience and best practices.

Confirmed Speakers Include:

  • Dustin Shay, Director of Impact Labs, Sorenson Impact Center
  • Aniyia Williams, Principal of Responsible Tech, Omidyar Network
  • Esther Tricoche, Director of Investments, Kopr Center Investments
  • Mekaelia Davis, Director, Inclusive Economies, Surdna Foundation
Balancing Investing Directly and Through other Managers

Many individuals and families like to get into the weeds with exceptional, inspirational founders – and picking individual companies to back can be extremely time-consuming, challenging, and often requires specific expertise. On the other hand, the fees fund managers charge can sometimes make it difficult to incorporate these experts into a well-balanced family strategy. What should you be thinking about as you begin to balance your portfolio, and what can you expect when you lean more one way than the other?

Confirmed Speakers Include:

  • Geoff Davis, CEO, Sorenson Impact Center
  • Jeremy Sookhoo, Director of Investments, Illumen Capital
  • Rose Maizner, Investment Consultant, ShePlace | Founder, Womenpreneurs
  • Meredith Shields, Managing Director, Head of Citi Impact Fund

     

    Next-Generation Family Leadership

    As the next generation in a  family emerges into a position of leadership, balancing the old guard and new interests can be a challenge. How do we navigate those challenges? What can those that have gone through this process tell us about best practices and big pitfalls?

    Confirmed Speakers Include:

    • Catherine Burnett, Chief Impact Officer, Phillips Foundation
    • Kelly Nowlin, Board Member, Surdna Foundation
    • Maia Monell, Founder, MoDa Ventures
    • Kelly Gage, Director of Advancement, Nomi Network

       

      Impact & ESG Investing: The Road Ahead

      We’ve talked about inclusive impact, alternative capital, distributed fund strategies and more during this conference, but what does the future of impact hold, and how can we position ourselves to take advantage of this? Listen to luminaries in the field as they share their perspectives on the path ahead.

      Confirmed Speakers Include:

      • Geoff Davis (moderator), CEO, Sorenson Impact Center
      • James “Jim” Sorenson, President, Sorenson Impact Foundation | Founder, Sorenson Impact Group
      • Liesel Pritzker-Simmons, Co-Founder and Principal, Blue Haven Initiative
      Social Finance: Outcomes-Driven Innovation at Scale

      (Presented by our partners at UBS Wealth Management)

      In this masterclass, we will discuss the history and objectives of outcomes-based financing and how we move from SIBs, DIBs and other acronyms to the direct purchase of social outcomes.

      Confirmed Speakers Include:

      • Phyllis Kurlander Costanza, Head of Social Impact and CEO, UBS Optimus Foundation
      • Andrew Lee, Head of Sustainable and Impact  Investing, UBS Global Wealth Management
      • Janis Dubno, Managing Director, Impact Finance, Sorenson Impact Center
      • Andrea Phillips, Co-Founder and Managing Partner, Maycomb Capital
      Sorenson x UBS: Scaling Investment in the SDGs

      (Presented by our partners at UBS Wealth Management)

      Join Jim for a fireside chat on how he and UBS have joined forces to scale investment in SDGs in new and innovative ways, as well as the emerging risks to investing in companies that aren’t proactively integrating SDGs into their business and governance.

      Confirmed Speakers Include:

      • Amantia Muhedini, Sustainable Investing (SI) Strategist in the Chief Investment Office, UBS Global Wealth Management
      • James “Jim” Sorenson, President, Sorenson Impact Foundation | Founder, Sorenson Impact Group
      • Adam Epstein, Founder, Epstein Partners

      Summit speakers

      Adam Epstein

      Adam Epstein

      Founder, Epstein Partners

      Allie Burns

      Allie Burns

      CEO, Village Capital

      Amantia Muhedini

      Amantia Muhedini

      Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management

      Andi Phillips

      Andi Phillips

      Co-Founder and Managing Partner, Maycomb Capital

      Andrew Lee

      Andrew Lee

      Head of Sustainable and Impact Investing, UBS Global Wealth Management

      Aniya Williams

      Aniya Williams

      Principal, Responsible Tech

      Barr Even

      Barr Even

      Managing Partner, Rebalance Capital

      Ben McAdams

      Ben McAdams

      Senior Fellow, Sorenson Impact Center

      Carlos Antequera

      Carlos Antequera

      CEO, Novel Capital

      Catherine Burnett

      Catherine Burnett

      Chief Impact Officer, Phillips Foundation

      Christy Richardson

      Christy Richardson

      Chief Investment Officer, The Sobrato Organization

      Dan Schulman

      Dan Schulman

      President and CEO, PayPal

      Dustin Shay

      Dustin Shay

      Director, Impact Labs, Sorenson Impact Center

      Esther Tricoche

      Esther Tricoche

      Director of Investments, IDEAL Investments

      Geoff Davis

      Geoff Davis

      CEO, Sorenson Impact Center

      Isela Rosales

      Isela Rosales

      Managing Director, Head of ESG & Sustainability, Bridge Investment Group

      Jacki Zehner

      Jacki Zehner

      President, Jacquelyn and Gregory Zehner Family Foundation, Founder, ShePlace

      Jean Oelwang

      Jean Oelwang

      Founding CEO and President, Virgin Unite

      Jeremy Keele

      Jeremy Keele

      Co-Founder & CIO, Sorenson Impact Group

      Jim Sorenson

      Jim Sorenson

      President, Sorenson Impact Foundation

      Jeremy Sookhoo

      Jeremy Sookhoo

      Director of Investments, Illumen Capital

      Kate Ahern

      Kate Ahern

      Managing Director, ESG and Sustainability, Cartica Management

      Kelly Nowlin

      Kelly Nowlin

      Board Member, Surdna Foundation

      Kim Folsom

      Kim Folsom

      Founders, Chairperson and CEO, Founders First Capital Partners

      Lauren Sercu

      Lauren Sercu

      Partner, Sorenson Impact Group

      Liesel Pritzker Simmons

      Liesel Pritzker Simmons

      Co-Founder & Principal, Blue Haven Initiate

      Liz Adeola

      Liz Adeola

      Host, PBS Utah

      Maia Monell

      Maia Monell

      Founding Partner, MoDa Partners

      Mark Ludwig

      Mark Ludwig

      Co-founder and COO Sorenson Impact Group

      Matthew Bishop

      Matthew Bishop

      Senior Fellow, Sorenson Impact Center

      Mekaelia Davis

      Mekaelia Davis

      Director, Inclusive Economies, Surdna Foundation

      Michael Hokenson

      Michael Hokenson

      Partner and Head of Business Development, Community Investment Management LLC

      Phyllis Kurlander Costanza

      Phyllis Kurlander Costanza

      Head of Social Impact, CEO UBS Optimus Foundation

      Randy Shumway

      Randy Shumway

      Founder, Cicero Group

      Regina (Gina) Kline

      Regina (Gina) Kline

      Founder & Managing Partner of Enable Ventures, Enable Ventures

      Rose Maizner

      Rose Maizner

      Investment Consultant at ShePlace, Founder at Womenprenerus

      Shu Dar Yao

      Shu Dar Yao

      Founder, Managing Partner, Lucid Capitalism LLC

      Anne Popkin

      Anne Popkin

      Newday Impact Investing, President and Chief Operating Officer

      Abe Unger

      Abe Unger

      Economic Development consultant

      Elise Colomer-Cheadle

      Elise Colomer-Cheadle

      OutRight Action International, Director of Development

      Leentje Klingensmith

      Leentje Klingensmith

      Marketing Director

      Janis Dubno

      Janis Dubno

      Sorenson Impact Center, Managing Director

      Meredith Shields

      Meredith Shields

      Citi Impact Fund, Managing Director

      Julie Lein

      Julie Lein

      Urban Innovation Fund, Managing Partner

      Stephen DeBerry

      Stephen DeBerry

      BRONZE, Founder & Managing Partner

      Jana Smith

      Jana Smith

      Stena Foundation, Co-Founder

      Tim Baylor

      Tim Baylor

      JADT Development Group, LLC, Chief Manager

      Ashley Bittner

      Ashley Bittner

      Firework Ventures, General Partner

      Nathan Dungan

      Nathan Dungan

      Share Save Spend, LLC, Founder/President

      Jake McKinstry

      Jake McKinstry

      Spectrum Development Solutions, Principal

      Sarah Senft

      Sarah Senft

      Stena Foundation, Managing Director

      Bishop Victor A Brown

      Bishop Victor A Brown

      Mt. Sinai United Christian Church, Inc., Senior Pastor

      Kelly Gage

      Kelly Gage

      Nomi Network, Director Of Advancement

      Cathy Reines

      Cathy Reines

      Koz Development, President & CEO

      Doug Heske

      Doug Heske

      Newday Impact, CEO

      Olivia Ware

      Olivia Ware

      Strategy and Marketing Consultant, Biopharma Executive (Retired); Independent Board Member

      Samantha Katz

      Samantha Katz

      IDiF, Member, Board of Directors

      Luke Sorenson

      Luke Sorenson

      Co-founder and CEO, Sorenson Impact Group