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2023 WOMEN'S
SUSTAINABLE INVESTING SUMMIT

MIAMI, FLORIDA
JUNE 12-14, 2023

A part of the South Beach Series

about

ESG | IMPACT INVESTING | ENERGY TRANSITION | RESPONSIBLE INVESTING

The 2nd Annual Women’s 2023 Sustainable Investing Summit offers an oceanfront, 3-day conference for 150 of the nation’s leading women in sustainable investing. Connect with private equity, venture capital and entrepreneurial leaders through fun networking activities. Advance your knowledge by learning from speakers with expertise in ESG, impact investing and sub-sectors such as energy transition and sustainable infrastructure.
Be championed by a community of women.

2022 ESG Attendee

“I left feeling energized and inspired!!”

what you will learn

ESG INTEGRATION

Sustainability and ESG leaders will share how they create goals and long-term sustainability strategies to achieve them. What investments need to be made, and how do they build an industry-leading team? Speakers will also examine the unique environmental, social, and governance (ESG) priorities of various sub-sectors, such as food and beverage, travel, healthcare, and energy.

IMPACT INVESTING

Impact investing invites us to apply wonder and invention to reimagine a better future. Founders, trailblazers and pioneers are aiming for the moon, and investors have the challenge to dream with them, but also discern and poke holes. We’ll explore impact investing from the perspective of investors. What is their method? What are their obstacles?

ENERGY TRANSITION

The Energy Transition is a complex endeavor, with regulatory, economic, geopolitical and scientific obstacles at every turn.  What technology is needed? What areas need more attention and capital? How do energy firms manage risk around geopolitical issues, inflation and other factors outside of their control?

agenda

  • All Days
  • Sun Jun 11
  • Mon Jun 12
  • Tue Jun 13
  • Wed Jun 14
Sun Jun 11
3:00 pm
3:00 pm - 6:00 pm
Early Registration

Register early in the Americana Foyer on the 2nd floor of the Loews.

Location: Americana Foyer

6:00 pm
6:00 pm - 8:00 pm
VIP Sponsor / Speaker Dinner

By invitation only.

Mon Jun 12
7:00 am
7:00 am - 8:00 am
Morning Wellness

Start your day off with an energizing yoga session on the beach. Led by a professional Miami-based yoga instructor, early risers will gather on the Loews’ beachfront and leave feeling restored and accomplished by checking off their daily exercise before the conference resumes.

Location: Beach

8:00 am
8:00 am - 4:00 pm
Registration

Location: Americana Foyer

8:00 am
8:00 am - 9:00 am
Allocator-Only Breakfast

Location: Poinciana 4

8:00 am
8:00 am - 4:00 pm
Connection Café

The go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break in between sessions.

Location: Americana Foyer

8:00 am
8:00 am - 4:00 pm
Exhibit Hall

We’ve transformed our Exhibit Hall into a Base Camp. Like a Base Camp serves a trailblazer resting on their journey, you will start your journey in the Exhibit Hall, and retreat back to it between sessions.

Featured Exhibitors: Ropes & Gray, MorganFranklin Consulting, Wells Fargo, CAC Specialty, CSC Global Financial Markets, Novata, Atlantic Global Risk, Yardi

Location: Americana Foyer

1:00 pm
1:00 pm - 4:00 pm
Networking Lounge

For two days, the Networking Lounge will be an inviting room of 40 numbered roundtables where you can schedule 1:1 meetings, take meals, and enjoy roundtable discussions. It’s a place to take solo clarity breaks when you need a moment away. This is also where the grand Networking Lunch will take place on June 13th.

Location: Networking Lounge

9:00 am
9:00 am - 10:30 am
Structured Networking for Allocators

Knockout Networking
Our pre-conference structured networking helps limited partners make connections with ease before the conference really begins. The 90 minute segment, Knockout Networking, kicks off with a 30 minute fireside chat between two industry peers. Secondly, there are 60 minutes of roundtable discussions with topic prompts to help attendees open up about obstacles, challenges, wins and goals.

Location: Poinciana 4

9:00 am
9:00 am - 12:00 pm
SPEAKER WORKSHOP: Show Up Strong | Present with Impact and Purpose

Open to Summit Speakers Only.

Maya Angelou is quoted as saying, “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” The mechanism for this is both the trusted connection we create with our audience and how we deliver our message. To show up strong and engage our audience in a compelling way doesn’t require you to be an exceptional public speaker, but it does require that you understand what effective communication is all about. In this energizing and fun three-hour session, we will learn to communicate with impact and purpose from the inside out. We will learn the techniques to engage the audience from the moment we walk out on stage, embody confidence, compel the audience through heartfelt and dynamic delivery, and paint pictures and evoke emotions with our message.

Location: Americana 1

9:00 am
9:00 am - 10:30 am
Knockout Networking

Knockout Networking
Our pre-conference structured networking helps attendees make connections with ease before the conference really begins. The 90 minute segment, Knockout Networking, kicks off with a 30 minute fireside chat between two industry peers. Secondly, there are 60 minutes of roundtable discussions with topic prompts to help attendees open up about obstacles, challenges, wins and goals.

Location: Poinciana 2

11:00 am
11:00 am - 12:45 pm
Open Networking Break

Location: Americana 1, Americana Foyer, Networking Lounge, Pool Lounge, Exhibit Hall

12:45 pm
12:45 pm - 1:45 pm
Keynote with Maryanne Hancock, TPG - Capital and Impact at Scale: Climate Investing’s Moment

Join us for a presentation from Maryanne Hancock, CEO of Y Analytics, TPG’s impact assessment and ESG organization. Her storied career is guided by her passion for social impact. Previously, Maryanne spent 20 years at McKinsey and Company, where she was a Senior Partner. There she co-founded McKinsey’s K-12 education practice in the U.S. and served several poverty alleviation non-profits. Today she leads her organization’s strategy, development, and growth in providing evidentiary research and economic valuation of social and environmental impact. Maryanne will share highlights from her journey and insights into the trajectory of ESG and impact investing.

Location: Americana 1

 

1:45 pm
1:45 pm - 2:15 pm
Coffee Break

Location: Americana Foyer

2:15 pm
2:15 pm - 3:00 pm
Integrating ESG

How do you integrate ESG principles in a way that drives value for your business? We’ll talk with sustainability and ESG leaders about how they create goals and long term sustainability strategies to achieve them. What investments need to be made? How they go about building an industry leading team? What are the environmental, social, and governance (ESG) priorities various sub-sectors – from food & beverage, travel, healthcare and energy? 

Location: Americana 1

 

3:00 pm
3:00 pm - 3:45 pm
Impact Investing

Impact investing invites us to apply wonder and invention to reimagine a better future. Founders, trailblazers and pioneers are aiming for the moon, and investors have the challenge to dream with them, but also discern and poke holes. In this discussion, we’ll explore impact investing from the perspective of investors. What is their method? What are their obstacles?

Location: Americana 1

3:45 pm
3:45 pm - 4:30 pm
Is ESG Scrutiny Good for Private Markets?

Top ESG legal professionals will share key issues that investors need to consider when implementing ESG principles and developing an ESG strategy. Learn about pitfalls and misconceptions that can get investors into trouble. We’ll explore how increased scrutiny may be good if it results in standardization, benchmarking and aligned incentives to help investors navigate today’s ESG alphabet soup. 

Location: Americana 1

5:00 pm
5:00 pm - 6:00 pm
Wind-Down Walk

A Kayo tradition at every event! Once the conference wraps for the day, leave your business attire behind and stretch your legs for a low intensity walk to unwind before your dinner plans. Led by a Kayo team member, this group of attendees will embark on a 60-minute walk, connecting over uncommon commonalities and soaking in the oceanfront beauty of Miami Beach.

Location: Americana Foyer

Tue Jun 13
7:00 am
7:00 am - 8:00 am
Morning Wellness

Start your day off with an energizing yoga session on the beach. Led by a professional Miami-based yoga instructor, early risers will gather on the Loews’ beachfront and leave feeling restored and accomplished by checking off their daily exercise before the conference resumes.

Location: Beach

8:00 am
8:00 am - 4:00 pm
Connection Café

The go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break in between sessions.

Location: Americana Foyer

8:00 am
8:00 am - 4:00 pm
Exhibit Hall

We’ve transformed our Exhibit Hall into a Base Camp. Like a Base Camp serves a trailblazer resting on their journey, you will start your journey in the Exhibit Hall, and retreat back to it between sessions.

Featured Exhibitors: Ropes & Gray, MorganFranklin Consulting, Wells Fargo, CAC Specialty, CSC Global Financial Markets, Novata, Atlantic Global Risk, Yardi

Location: Americana Foyer

8:00 am
8:00 am - 4:00 pm
Networking Lounge

For two days, the Americana Assembly will be an inviting room of 40 numbered roundtables where you can schedule 1:1 meetings, take meals, and enjoy roundtable discussions. It’s a place to take solo clarity breaks when you need a break. This is also where the grand Networking Lunch will take place on June 13th.

Location: Americana Assembly

8:15 am
8:15 am - 9:15 am
Fireside Chat with Anmay Dittman, Blackrock

Anmay Dittman knows what it takes to bring innovation to sustainable investing. She is a director and senior investor in BlackRock’s Renewable Power Group and the Co-Portfolio Manager for the Climate Finance Partnership (CFP), an innovative blended finance fund that is mobilizing private capital into clean power and infrastructure investments in emerging markets. Anmay is responsible for leading investment and strategy execution, developing and structuring new products, negotiating deal documentation, supervising due diligence, and advising on investment and divestiture strategy, portfolio optimization, and asset management. We will sit down with Anmay and her colleague Daniela Toleva to discuss BlackRock’s philosophy and strategy on ESG integration, the background on the innovative CFP fund, experiences from working alongside development finance institutions (DFIs) and working in emerging markets, as well as her journey to her current role.

Location: Americana 1

9:15 am
9:15 am - 10:00 am
Fireside Chat with Olivia Wassenaar, Apollo Global Management

Olivia Wassenaar sits at the cross-section of sustainable investing and energy. As Head of Apollo’s Sustainable Investing platform, Olivia leads the Firm’s multi-asset investment strategy focused on financing and investing in the energy transition and decarbonization of industry.  Olivia’s investments at Apollo have focused on the energy transition, and she serves on the boards of several Apollo funds’ portfolio companies including FlexGenGraanulTakkion and Total Operations and Production Services (TOPS). Olivia will tell us about how sustainable investing has evolved over the course of her career, where we are in the energy transition and where she hopes the industry will head in the next phase of its maturity.  We’ll also hear about Olivia’s view on opportunities for women in energy and sustainable investing, and how, in role co-chairing Apollo’s DE&I Steering Group, she leads that effort. 

Location: Americana 1

10:00 am
10:00 am - 10:30 am
Coffee Break

Location: Americana Assembly

10:30 am
10:30 am - 11:00 am
Fireside Chat with Hannah Schofield, DC Advisory

After nearly a decade on the BlackRock Infrastructure Debt platform, Hannah Schofield joined DC Advisory in early 2023 to lead their US Infrastructure Debt Advisory. She has over 15 years of experience in infrastructure debt in the European and US markets, with expertise in transportation, media and telecom, and energy and power. In this conversation with Hannah, we will discuss the evolution of infrastructure debt, the future of DC Advisory’s infrastructure franchise in the US, her outlook on the market, as well as investor appetites for sustainable infrastructure.

Location: Americana 1

11:00 am
11:00 am - 11:45 am
Energy Transition: Where Are We Today?

The Energy Transition is a complex endeavor, with regulatory, economic, geopolitical and scientific obstacles at every turn. This panel brings pioneers in the Energy sector from different backgrounds together to explore ideas on how to navigate the biggest obstacles today. What technology is needed? What areas need more attention and capital? How do energy firms manage risk around geopolitical issues, inflation and other factors outside of their control? This panel of Energy Transition Pioneers will share their best ideas, what obstacles are in their way today and how this community at Kayo can help. 

Location: Americana 1

11:45 am
11:45 am - 12:30 pm
Sustainable Infrastructure

Infrastructure opportunities across the globe remain enormous and pressure from allocators to develop sustainable investment plans is mounting. How are managers addressing the overwhelming needs and maneuvering challenges across sectors – transportation, renewable energy, digital, and social? We’ll hear how investors incorporate both impact investment approaches and ESG risk factors into their sustainable investment plans.

Location: Americana 1

12:30 pm
12:30 pm - 2:00 pm
Networking Lunch

Location: Americana 4

2:00 pm
2:00 pm - 2:45 pm
Overcoming Investment Biases with Sarah Samuels

Biases can be described as shortcuts taken by the mind and represent gaps between sound philosophy and practical implementation. These biases are present in many aspects of the human decision-making process and can lead to suboptimal outcomes. Join us for an interactive discussion about common investment biases, how NEPC’s process is structured to overcome them, and tips and tricks for you to consider in your own investment approach. 

Location: Americana 1

2:45 pm
2:45 pm - 3:30 pm
Allocator Perspectives on Sustainable Investing

Top asset allocators and consultants will share what sustainable investing mean to their organization. How does sustainable investing fit into their portfolio and asset allocation strategy? What is the difference between sustainable investing, responsible investing, ESG and impact investing? Are there examples of where research and analysis on environmental, social and governance variables have identified risk? What are the most common frustrations for allocators today? How can managers with a sustainability focus or an impact lens on how to succeed in raising capital and proving themselves in a highly competitive market? 

Location: Americana 1

Wed Jun 14
8:30 am
8:30 am - 10:30 am
Workshop: Emerging Leaders with Caroline Young (Part 1)

You went from doer to dealmaker in your organization – congratulations.  But have you shifted your mindset from execution to business development? Have you cultivated your personal brand and identified your unique abilities?  In this workshop, you’ll learn how to become the CEO of your own career, manage your personal brand internally and externally, and master business development so that you are the go-to person in your organization in areas of focus.

Location: Poinciana 2

8:30 am
8:30 am - 10:30 am
Workshop: Navigating Mid-Level Leadership with Sandy Fiaschetti, Ph.D. (Part 1)

Shifting from manager to leader isn’t a straight or easy path, but it’s not impossible.

What made you a great industry contributor doesn’t necessarily make you a great leader. How do you identify, define and embrace your authentic leadership style? What are some leadership competencies needed and how do you get them? In this workshop, you’ll learn the fundamentals of leading others, how to develop others as you move into next level leadership, all while understanding the importance of curating your leadership style based on your strengths and team.

Location: Poinciana 1

8:30 am
8:30 am - 10:30 am
Workshop: Demystify the Boardroom with Crista Bailey (Part 1)

This session will focus on the role of the independent board director, the path to the boardroom, allyship as an investor-director, as well as what to expect once you’re on a board. During this interactive session, Crista will discuss their own path to the boardroom, bust some common misconceptions about that path, and provide a framework for what it means to show up as a board MVP. Whether you are curious about a board position, actively looking, or have influence in building a board, you will leave this discussion with tangible takeaways.

Location: Poinciana 3

10:30 am
10:30 am - 11:00 am
Coffee Break

Location: Americana Foyer

11:00 am
11:00 am - 12:00 pm
Workshop: Emerging Leaders with Caroline Young (Part 1)

You went from doer to dealmaker in your organization – congratulations.  But have you shifted your mindset from execution to business development? Have you cultivated your personal brand and identified your unique abilities?  In this workshop, you’ll learn how to become the CEO of your own career, manage your personal brand internally and externally, and master business development so that you are the go-to person in your organization in areas of focus.

Location: Poinciana 2

11:00 am
11:00 am - 12:00 pm
Workshop: Navigating Mid-Level Leadership with Sandy Fiaschetti Ph.D. (Part 2)

Shifting from manager to leader isn’t a straight or easy path, but it’s not impossible.

What made you a great industry contributor doesn’t necessarily make you a great leader. How do you identify, define and embrace your authentic leadership style? What are some leadership competencies needed and how do you get them? In this workshop, you’ll learn the fundamentals of leading others, how to develop others as you move into next level leadership, all while understanding the importance of curating your leadership style based on your strengths and team.

Location: Poinciana 1

11:00 am
11:00 am - 12:00 pm
Workshop: Demystify the Boardroom with Crista Bailey (Part 2)

This session will focus on the role of the independent board director, the path to the boardroom, allyship as an investor-director, as well as what to expect once you’re on a board. During this interactive session, Crista will discuss their own path to the boardroom, bust some common misconceptions about that path, and provide a framework for what it means to show up as a board MVP. Whether you are curious about a board position, actively looking, or have influence in building a board, you will leave this discussion with tangible takeaways.

Location: Poinciana 3

12:00 pm
12:00 pm -
Program ends

speakers

2023 line up

View more

who should attend

INSTITUTIONAL INVESTORS

Pension Funds, Sovereign Wealth Funds, Endowments, Foundations, Family Offices, other non-fee earning institutional investors

GENERAL
PARTNERS

Direct equity and debt investors into companies, developments or projects. Including Private Equity, Private Credit and Venture Capital investors, Lenders, Investment Banks, Developers, Asset Managers, Fund of Funds, OCIOs, Investment Consultants

SERVICE
PROVIDERS

Attorneys, Accountants, Consultants, Placement Agents, Brokers, Executive Search, Software Providers, & other advisors.

register

INSTITUTIONAL INVESTORS

$0

Non-fee earning LPs who are in an investment role and allocating capital to investment funds.
Includes allocators for Public/Private Pension Plans, Endowments, Foundations and more

FEE-EARNING LIMITED PARTNERS

$2,000

Fee-earning LPs that allocate capital directly into companies, developments or projects.
Includes OCIOs,
Investment Consultants, Fund of Funds, and other fee earning investment managers.

INVESTORS

$2,000

Direct equity and debt investors into companies, developments or projects.
Includes private equity investors, private credit investors, venture capital investors, hedge funds, direct lenders, investment and merchant banks, secondary firms, real assets investors, REITs, BDCs, SBICs, accelerators, and lenders.

SERVICE
PROVIDERS

$5,000

Limited tickets remaining!

Service providers to investors and companies.
Includes accounting firms, consulting firms, commercial broker, executive search, fund administrators, insurance firms, law firms, placement agents and software providers.

PAST ATTENDEES

Interested to see which firms attended in the past?
Check out the 2022 Sustainability Summit Attendee List.

NETWORKING

A curated event ecosystem means you make the connections you need. This event offers structured and unstructured networking functions including:

Knockout Networking
A Networking Lounge & Connection Café
Morning Wellness Fitness
Afternoon Group Walk and more!

    THE PODIUM

    Looking to advance yourself through a speaking opportunity? The agenda is under curation and our programming team is looking for speakers to take the podium.

    SPONSORSHIP OPPORTUNITIES

    Sponsorships are closed for this event. Want to be the first to know when sponsorships become available for the 2024 event? Submit your information to join the waitlist. Details coming Summer 2023!

    THE VENUE

    Located in the heart of South Beach’s vibrant Art Deco District, the Loews Miami Beach Hotel is an oceanfront resort with luxurious guestrooms, state-of-the-art meeting spaces, an oceanfront pool scape and more. Just steps from the shopping and dining of famous Lincoln Road, as well as the nightlife and entertainment of Ocean Drive.

    see who’s coming

    sneak peek of firms attending

    • AE Industrial Partners, LP
    • Antin Infrastructure
    • Apollo Global Management Inc.
    • Brown Advisory
    • Caldwell Partners
    • Glenmede Trust
    • Impact Engine
    • NEPC
    • Neuberger Berman
    • Orion Infrastructure Capital
    • Pattern Energy Group
    • SJF Ventures
    • StepStone Group

    sponsors

    more than a conference

    NOTHING SHOULD STAND BETWEEN A WOMAN AND THE BUSINESS LEADER SHE WANTS TO BE

    CURATED

    Quality over quantity. We curate audiences so there is a diverse mix of partners, clients and peers who connect easily and authentically.

    CONTENT

    We believe individuals should take ownership over their professional development. Our events offer educational topics and industry knowledge.

    SOUL

    Connection is a fundamental human drive. People thrive in community and struggle without it. Be championed by your peers!

    MANAGING DIRECTOR, CCMP

    “I left with a stronger and larger network, increased energy and enthusiasm, and tons of ideas to grow and improve my business.”

    FOUNDING PARTNER, GLOBAL INFRASTRUCTURE PARTNERS

    “With 30+ years of debt capital market experience, I have attended a myriad of
    conferences; I have never attended a conference like this! It was like getting a giant supportive
    hug!”

    CHIEF INVESTMENT OFFICER, NATIONAL GALLERY OF ART

    “It’s magical.”

    trailblaze together

    ATTEND

    Invest in yourself while you network with other trailblazers.

    SPEAK

    Get behind the podium to advance your career.

    SPONSOR

    Be the company that walks beside women in your industry.