Impact Investing
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When: Thursday, November 29, 2018
5:00 - 8:00 PM
Where: Indian Harbor Yatch Club
710 Steamboat Road
Greenwich, Connecticut  06830
United States

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  Event Details - Thursday, November 29th


For decades, the only financial instrument used to improve social and environmental conditions were 100 per cent lossmaking grants to charities. When the term "impact investing" first gained currency a decade ago, it symbolized a revolution in generating impact through the use of diverse financial instruments with a wider set of organizations. As social and environmental challenges around the world continue to grow, impact investing is an exciting opportunity to build more inclusive economies.

Join the CTHFA for its final members meeting of 2018, as we take a deep dive into impact investing and profile some of the key people and firms on the cutting edge of this rapidly growing field.


Martin Whitaker - Chief Executive Officer - Just Capital

Martin Whittaker is the CEO of JUST Capital. He is responsible for the overall leadership of the organization. Previously, Martin was a founding partner and investment committee member at Sonen Capital, an impact investing firm, where he led private equity, real asset and direct investing activities.

Previously, Martin worked as Director of MissionPoint Capital Partners, a private equity firm; a Senior Vice President at Swiss Re, where he was part of the Environmental and Commodity Markets team; and a Managing Director at Innovest Strategic Value Advisors, Inc., a pioneering investment advisory and research firm within the environmental finance space. Martin is also co-convener of the CREO family office investment network; an investment committee member for Sonen's private investment platform; and a Board member of the Carbon Disclosure Project U.S. Martin received his Ph.D. from University of Edinburgh, an MBA from the University of London, an M.Sc. from McGill University and a B.Sc. from University of St. Andrews.

Martin has also served as an Adjunct Professor at the University of Toronto, and provided expert testimony on environmental markets to the U.S. Senate.


Candice Tse - Head of US Market Strategy, Strategic Advisory Solutions - Goldman Sachs

Candice is the Head of US Market Strategy for Strategic Advisory Solutions. She is responsible for economic and market strategy, along with client engagement on investment solutions.

Prior to her current role, Candice worked in Fundamental Equity Product Management, Institutional Sales with a focus on relationship management and business development, and as a team leader for institutional equity in portfolio administration. Her areas of expertise include Environmental, Social and Governance (ESG) investing, Womenomics, and emerging markets.

Candice earned a B.S. in Marketing, Magna Cum Laude, from Rutgers University and an MBA in Finance and Management from Columbia Business School.


Annie Massa - Investing Reporter - Bloomberg

Annie Massa is an investing reporter for Bloomberg News in New York. She covers asset managers and the emerging frontier of digital currencies. Her work appears in Bloomberg Businessweek and Bloomberg Markets magazines, and she is a frequent guest on Bloomberg TV. She holds a master's degree from the Craig Newmark School of Journalism at CUNY and a bachelor's degree from Vassar College.



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