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: 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.
Organization: O'Brien-Stanley Partners
Oversees Impact Investing Strategy at OSP, spanning thesis articulation, opportunities identification, investment
underwriting and portfolio management.
• 15 years at JPMorgan Chase, most recently as Managing Director of Community Development Banking. Responsible
for creating New Markets Tax Credit Group at JPM and grew it from $40MM invested in first year to $1B annually and
over $5B cumulatively. Also managed group that invested over $600MM in CDFI’s. Oversaw targeted financing
programs supporting $350MM in charter schools, $200MM in inner city grocery stores, and $50MM in Detroit.
• Kellogg School of Management, MBA; Georgetown University, BS in International Politics.