Expanding the New Mexico Impact Investing Ecosystem
Monday, October 18, 2021
Open Summit: 9am - 12:30pm MT
NMIIC Member Meeting (Members Only): 1:00pm-2:00pm MT
The New Mexico Impact Investing Collaborative (NMIIC) hosted a virtual summit to discuss and collaborate on the future of New Mexico impact investing. We explored new and existing strategies to deploy and leverage investment into New Mexico as a pathway towards achieving mission and financial goals.
The goal of the Summit was threefold:
To bring together NMIIC members and members of the broader New Mexico Impact Investing ecosystem in a way that builds a sense of shared connection to each other and to the broader impact investing field within the state and nationally;
To create space for peer learning and showcase past and current impact investment collaboration opportunities in New Mexico, and to explore new opportunities, including opportunities for integrated capital and “learning by doing;” and
To build momentum in New Mexico around impact investing so as to catalyze new investors and investees’ interest in and engagement with the impact investing field and to bring together multiple sources of capital, including public and private capital and grant dollars, for greater impact.
Agenda
9:00 - 9:15am: Welcome & Introductions
9:15 - 10:15am: Fireside Chat:
Learning from history and creating a new path forward for impact investing
Speakers:
Pierre Joseph, NMIIC Consultant / Principal, PE Joseph Consulting LLC (Host)
Cynthia Muller, Director, Mission Driven Investment, WK Kellogg Foundation
10:15 - 10:20am: BREAK
10:20 - 11:05am: Session 2: LIFT NM - NMIIC Fixed Income Strategy
Panelists:
Joohee Rand, VP for Philanthropy & Impact Investing, Anchorum St Vincent / NMIIC Advisory Committee Member (Moderator)
Frank Lopez, Executive Director, Groundworks New Mexico
Brian Fairhurst, Managing Director, Institutional Sales, RBC Global Asset Management
Mindy Frye, Institutional Portfolio Manager – Impact Investing, RBC Global Asset Management
Jerry Jones, VP and CFO, Anchorum St. Vincent
Larry Witt, Managing Principal, Consultant, Meketa Investment Group, Inc
Di Tang, Senior Investment Director, Sustainable and Impact Investing Group, Cambridge Associates LLC
Bob Davis, Treasury Consultant, McCune Charitable Foundation
11:05 - 11:10pm: BREAK
11:10 - 12:20pm: Session 3: NMIIC Investment Showcase
Panelists:
Tina Castro, CFA, Co-Founder and Managing Partner, Avivar Capital (Facilitator)
Natasha Hale, Program Officer, WK Kellogg Foundation
Brett Isaac, Co-Chief Executive Officer, Navajo Power
William Finnoff, Vice Chair, Santa Fe Community Foundation
Dave Foster, Director, Real Estate, Community Solutions
Sweta Patel, Deputy Director, Real Estate, Community Solutions
Dion Silva, Regional President, Enterprise Bank & Trust
Laura Altomare, President, Homewise Catalyst Fund
12:20 - 12:30pm: Closing
Adam Rubel, Chair of the Advisory Board for NMIIC
12:30 - 1:00pm: BREAK
1:00 - 2:00pm: NMIIC Member Meeting (Members Only)