June 19-20, 2018 | Times Square | New York, NY

Next Level Investing: Taking Mission-Aligned Investing to Scale

Confluence Philanthropy's Advisors Forum will convene Confluence members and colleagues to explore how we can work together to scale the impact industry. Discussions will focus on cutting edge themes including investing in diversity, inclusion and equity, sustainability, and barriers to deal flow.

What to Expect

June 19: The first day of the Forum, which is open exclusively to Confluence members, will unpack the perceived barriers to deal flow in the impact space.

June 20: The second day is open to Confluence members plus invited guests and will dive into sustainable investing strategies that deliver alpha and the various approaches investors are taking to support diversity and inclusion.

Featured Speakers Include

Who Should Attend

We welcome the participation of endowment fiduciaries, experienced asset managers, investment advisors and consultants. The Forum is not designed for companies or non-profits seeking investment. Please note that due to limited space, Confluence members will receive priority access.

All Confluence members are welcome to attend and do not need to complete an application to register. Note that there is no limit to the number of staff your firm may send. All team members should use your firm's unique member code to complete your registration.

If you are not a Confluence member and would like to attend, we invite you to take two minutes to complete this very brief application.

Interested in Becoming a Confluence Member?

Members receive discounted pricing for the Advisors forum in addition to many additional benefits throughout the year. Visit our main website for more information on Confluence Membership. If you are interested in exploring Confluence membership in advance of the Advisors Forum, please contact our membership team.


Questions about registration or your eligibility to attend? Email us at



Thanks to our Planning Committee

  • Geeta Aiyer, President, Boston Common Asset Management
  • Geoff Eisenberg, Partner, Ecosystem Integrity Fund
  • Peter Knight, President, Generation Investment Management
  • Dana Lanza, Chief Executive Officer, Confluence Philanthropy
  • Liz Michaels, Chief of Staff and Director of ESG/SRI, Aperio Group
  • Sandy Urie, Chairman Emeritus, Cambridge Associates