For Confluence Philanthropy Asset Owner Members Only
As part of the Climate Solutions Collaborative (C2C) mission to accelerate the flow of philanthropic and family office capital to address climate change, C2C offers opportunities for members to engage directly with those in the field who are making climate related impact investments. Harnessing the power of the C2C network, we encourage peer-to-peer collaboration and shared understanding through collective dialogue and engagement. As part of the C2C Exploration Series, we invite you to join us for a members-only session to learn more about select CalCEF CalSEED entrepreneurs.
During this hour-long members-only session, the CalCEF team will present their overall mission, outline the CalSEED program, and feature specific entrepreneurs from the program who are looking to scale. Participants will have the opportunity to ask questions of the entrepreneurs both from a climate solutions and financial impact perspective. The session will conclude with an investors-only discussion to encourage knowledge sharing and open dialogue among the C2C community.
- Ken Alston, Investment Manager, California Clean Energy Fund (CalCEF)
- Peter Frischmann, CEO & Co-Founder, Sepion Technologies
- Wendolyn Holland, Managing Director, Holland Consulting, LLC (moderator)
- Matt Miller, CEO & Co-Founder, Nativus
- Dan Poirier, COO & Co-Founder, Nativus
Join Confluence and the Active Owners Working Group for a critical conversation about the TCJA and its affect on the long-term financial health of the country. Learn how impact investors can use the tools of shareholder advocacy to influence corporations to use additional revenues resulting from the TCJA to create a more equitable workforce - new jobs, increased wages and better benefits for workers.
- Ryan Alexander, President, Taxpayers for Common Sense
- Seth Hanlon, Senior Fellow, Center for American Progress
- Fran Seegull, Executive Director, US Impact Investing Alliance
- Tim Smith, Director of ESG Shareowner Engagement, Walden Asset Management (moderator)
- Tom Van Dyck, Managing Director – Financial Advisor, RBC Wealth Management
Join the authors of the recent Stanford Social Innovation Review article "The Investment Gap that Threatens the Planet" to hear how philanthropists are in a unique position to help fund nascent solutions to climate change and fill this critical gap.
- Alicia Sieger, Managing Director, Precourt Institute Clean Energy Finance Initiative, Stanford University (moderator)
- Scott Burger, Technology Investment Advisor, PRIME Coalition
- Dana Lanza, CEO, Confluence Philanthropy
- Liqian Ma, Managing Director, Cambridge Associates
Confluence Philanthropy, The Environmental Grantmakers Association, and Wallace Global Fund invite you to join us on A New Energy Path from Standing Rock webinar Wednesday, December 20th from 12:00 pm – 1:00 pm ET to hear about opportunities for interested donors including grants, PRIs, and direct investments.
For Confluence and CREO members only
A member-facilitated discussion among investors to explore bubbles and gaps in this sector. The purpose is to share intelligent insight and to work together to minimize risk and strengthen the sector, if possible. Anticipated outcomes include: greater investor cohesion, learning, and possibly a collective strategy to build an investment theme, or to mitigate risk.
For more information contact Mark Allegrini, C2C Program Manager at Mark@Confluencephilanthropy.org
Join us as we launch our latest paper, Developing Your Cleantech 2.0 Investment Strategy: A Primer for Wealth Owners, Foundations, Endowment Managers, and Family Offices and explore the cleantech investment landscape for philanthropic and family office investors. This session will equip you with the right information to engage your team and advisors to pursue promising opportunities in cleantech. Rob Day of Spring Lane Capital and author will share some highlights from the piece, with Ken Alston of CALCEF and Ben Gaddy of Clean Energy Trust offering examples of innovative ways to invest in, and scale cleantech. Shawn Lesser of Big Path Capital and sponsor of the paper will moderate the discussion.
London Re-Investment Institute: Investing in Climate Solutions with Philanthropic and Family Office Capital
FOR ASSET OWNERS ONLY
This half-day seminar is convened by The Climate Solutions Collaborative, The Sainsbury Family Charitable Trusts and the Environmental Funders Network and is an opportunity to explore and find ways through these challenges. We will hear from foundations and family offices that have started the journey from fossil fuel divestment to investment in climate solutions. We will also hear from professionals in the sector who are developing solutions for investors who wish to invest in climate solutions.
For Asset Owners Only
Join us on September 13th at the Surdna Foundation in New York City as we continue a series of regional workshops to help foundations and family offices invest in climate solutions. Convened by the The Climate Solutions Collaborative, a working group of Confluence Philanthropy and CREO Syndicate, this invitation only event will support your organization to accelerate climate investing. In this full day workshop we will create an atmosphere of peer support in a small group setting to discuss and learn from one another about how to overcome some of the barriers to climate investing and explore investment strategies. Discussion and presentation will canvass the full investment spectrum, from program related investments to investing from the corpus. Special attention will be given to finding opportunities in a variety of asset classes and how to proof test a climate investment to ensure it is indeed a climate solution.
- Address by David Crane, Senior Operating Advisor, Pegasus Capital Advisors
- Climate solutions investing approaches presented by select foundations, family offices and their investment managers;
- Capricorn Investment Group (confirmed)
- Dr. Ion Yadigaroglu, Partner and Managing Principal, Capricorn Investment Group
- The Robert & Patricia Switzer Foundation and Alternative Investment Group (confirmed)
- Bruce Kahn, Trustee, The Robert & Patricia Switzer Foundation
- Sanford Brown, Managing Director, Alternative Investment Group
- The Educational Foundation of America and Generation Investment Management (confirmed)
- Melissa Beck, Executive Director, the Educational Foundation of America
- Michelle Huang, Director, Generation Investment Management
- Capricorn Investment Group (confirmed)
- The latest research on climate investing opportunities
- Ample group dialogue, sharing and discussion
- Light breakfast and networking lunch included
Jonathan Pershing & John Goldstein Discuss the Implications of the U.S. Withdrawal of Support from the UNFCCC
Join us for discussion with Jonathan Pershing, Program Director, Environment at the Hewlett Foundation and former U.S. lead negotiator in the UNFCCC and John Goldstein, Managing Director at Goldman Sachs Asset Management, and co-founder, Imprint Capital Advisors. Michael Northrup, Program Director, Sustainable Development at the Rockefeller Brothers Fund will moderate the discussion. They will explore the immediate outcomes of the U.S. decision to withdraw support from the Paris Accord and share their insights about the political and economic implications going forward.
Convened by the The Climate Solutions Collaborative, a working group of Confluence Philanthropy and CREO Syndicate, this event will help foundations and family offices gain the support needed to accelerate climate investing. In this full day workshop we will create an atmosphere of peer support as we discuss and learn from one another in a small group setting about how to overcome some of the barriers to climate investing and where to pursue opportunities that are right for each institution. Discussion and presentation will canvass the full investment spectrum, from program related investments to investing from the corpus. Special attention will be given to finding opportunities in a variety of asset classes and how to proof test a climate investment to ensure that it is indeed a climate solution.
This event is for Foundations and Family Offices only
If you are interested in attending, please contact Mark Allegrini at Mark at confluencephilanthropy.org