CAIA New York Educational Event
November 13, 2017
101 Park Avenue
New York, NY 10178
CAIA New York Educational Event
1. How do investors’ Impact programs overlap with philanthropic mission or needs of other constituencies?
2. Perspective on financial returns – concessionary vs. market rate expectation?
3. How has this evolved over the last few years? Where is it heading?
4. What are the biggest trends supporting wider adoption of Impact across investor types? Impediments?
Organization: Transform Finance
Andrea Armeni is the Co-Founder and Executive Director of Transform Finance, a fieldbuilding organization working at the intersection of capital and social change by building bridges between investors and communities. Transform Finance provides thought leadership and advisory services as well as concrete tools that promote social change both in and through finance.
Andrea is also the lead convener of the complementary Transform Finance Investor Network, a community of practice of family offices, foundations, and other asset owners that launched at the White House with an initial commitment of over $500 million and that has since grown to $2 billion.
He is recognized as an innovator in the field of impact investing, particularly at the intersection of systemic change and social justice. Andrea combines a corporate law and finance background with a deep engagement with social justice activism. He has taught at the Yale Law School and at Université Paris Dauphine in France. He is a BMW Foundation Responsible Leader, is a member of the Clinton Global Initiative and sits on the board of directors of the NGO Finance for Good Brazil and of the investment fund CARE Enterprises, Inc.
Organization: Doris Duke Charitable Foundation
Jenny Chan is the Senior Investment Officer for the Doris Duke Charitable Foundation. The foundation manages $1.8B. Prior to 2007, Jenny led the research effort covering HFs and FoFs at Canterbury Consulting. Prior to that she was a VP of a quantitative focused fund of funds. Jenny began her career at Salomon Brothers Inc.; followed by Deutsche Bank and later Moore Capital. She has over 17 years of experience covering alternative assets. Jenny earned a BS in Finance and Accounting from NYU. She is currently enrolled in the MBA for Executives Program at Yale University with a focus on Sustainability.
Organization: Amalgamated Bank
Will Hogan joined Amalgamated Bank in May 2012 to drive the development of new investment management products. Mr. Hogan’s business and product development experience ranges from opportunity identification and evaluation to project management including specifying capability requirements, building teams, selecting and managing partners and vendors and strategic marketing. Over his 20-plus year career, Mr. Hogan has driven new business initiatives within and across organizations, often employing consultative sales techniques at firms such as Aetos Capital, Morgan Stanley, and Ernst & Young. Will holds a Master of Business Administration degree from the Leonard N. Stern School of Business at New York University and a Bachelor of Arts degree from The University of Chicago, has earned the Chartered Alternative Investment Analyst designation and is a member in good standing of the CAIA Association.
Organization: The Social Entrepreneurs Fund
Liz Luckett is the lead Portfolio Manager and Managing Director for TSEF. She has an extensive background in technology, data, market research and philanthropy. Before joining TSEF, Liz was Director of Impact Investing at the Pershing Square Foundation where she oversaw mission aligned investments for the $400M foundation. Prior, Liz served as Senior Vice President at Citigroup where she worked on building research products and partnerships based on credit card data and then oversaw the marketing and product development of Citi’s business cards. Before Citi, Liz was an entrepreneur, co-founding Fulcrum Analytics (formerly, Cyber Dialogue), a predictive data modeling, market research and software firm. Liz began her career with the Gartner Group as a technology analyst focused on data security and industry standards, then joining the executive team where she worked on M&A for the company.
Liz serves on the board of directors of Root Capital and the Columbia University Trustee Advisory Committee on Socially Responsible Investing. She also is on the board of directors for Aunt Bertha, First Access and Angaza. She received a B.A. from Columbia University and a Master of Philosophy from Cambridge University in England.
Organization: Privos Advisory
Dan Mistler is a Director at Privos Advisory, which provides impact investing advisory services to wealthy families. At Privos, Dan helps family partners to understand the impact investing marketplace, plan their own impact investments, and assess their current portfolios from an impact perspective. In previous roles, Dan led ESG advisory services for EY in the US, as well as for Environmental Resources Management in NYC.