Announcing the SOCAP24 Agenda — Going Deeper: Catalyzing Systems Change!

San Francisco 2018

Total Impact San Francisco 2018

Total Impact San Francisco convened investment advisors, wealth managers, and investors who want to gain actionable and executable information on impact investment.


OCTOBER 23, 2018


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fort mason
San francisco, ca


Tuesday, October 23, 2018

WELCOME and introduction

Robert Caruso, Chairman, Intentional Media

Legislation furthering social impact with a focus on Opportunity Zones & SIPPRA

Jim Sorenson, Founder, Sorenson Impact Center
Jeremy Keele, Partner, Maycomb Capital
Andrea Phillips, Co-founder and Managing Partner, Maycomb Capital

Investor Spotlight: Ron Cordes

Ron Cordes, Co-founder, Cordes Foundation
Miranda Lindl O’Connell, Associate, Morgan Lewis

ESG integration across asset classes

John Goldstein, Managing Director, ESG and Impact, Goldman Sachs
Bob Smith, President & Chief Investment Officer, Sage Advisory

Fireside chat: Lisa Kleissner & Raul Pomares

Lisa Kleissner, Co-Founder, KL Felicitas Foundation
Raul Pomares, Founder, Sonen Capital

Place-based Community Investing with Deep Impact

Alexandra Laforge, Director, Impact Investing, Arabella Advisors
Cat Berman, CEO, C Note
Chrystel Cornelius, Executive Director, Oweesta
Caroline Nowery, Director of Community Investments, Virginia Community Capital
Annie McShiras, Investment Associate, Self-Help Federal Credit Union

Collaboration > Competition: Creating the ICM (Impact Capital Managers) Network

Stephen DeBerry, Founder and Managing Partner, Bronze Investments
Brian Trelstad, Partner, Bridges Fund Management
Lisa Hagerman, Director of Programs, DBL Partners
Dave Kirkpatrick, Managing Director and Co-Founder, SJF Ventures




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