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) is hosting a virtual summit to discuss and collaborate on the future of New Mexico impact investing. We will be exploring new and existing strategies to deploy and leverage investment into New Mexico as a pathway towards achieving mission and financial goals. Anyone interested in deploying impact investment capital or enabling the deployment of impact investment capital in New Mexico should plan to join!
The goal of the Summit is 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.
PRELIMINARY 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
Listen to a dialogue with Cynthia Muller from the WK Kellogg Foundation, a national impact investing leader, about reasons why the urgency of the challenges we face today requires impact investment capital, and what it takes to create a meaningful impact investing program.
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
Learn about LIFT NM, the liquid, market-rate fixed income strategy created by NMIIC in collaboration with Groundworks New Mexico and RBC Global Access Management to support local investment throughout New Mexico.
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
Learn about the impact investments NMIIC has made in the recent past, and those the collaborative is currently considering, including opportunities for integrated capital.
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, will provide closing remarks and thoughts on the next steps for impact investing in New Mexico through NMIIC.
12:30 - 1:00pm: BREAK
1:00 - 2:00pm: NMIIC Member Meeting (Members Only)