Quarterly Luncheon, Sept 2017
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Quarterly Luncheon, Sept 2017

Morning topic: Panel discussion, "Impact Investing VS Impact Inclusion." Afternoon topic: Carolyn L. Stiles, "Influence of Women on Philanthropy."

 Export to Your Calendar 9/14/2017
When: September 14, 2017
10:30am - 1:30pm
Where: The Buckhead Club
3344 Peachtree Rd NE
Suite #2600
Atlanta, Georgia  30326
United States
Contact: GPGC staff
678-710-8289


Online registration is available until: 9/12/2017
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THURSDAY

September 14, 2017

From 10:30am to 1:30pm

 

The Buckhead Club

3344 Peachtree Rd NE

Atlanta, GA 30326

 

Directions to the Buckhead Club

PROGRAM SCHEDULE

 

10:30AM - 11:00AM  Registration & Networking

11:00AM - 12:00PM  Morning session:

Panel discussion: Impact Investing VS Impact Inclusion  


12:00PM - 12:15PM  Networking Break

12:15PM - 12:30PM  GPGC Announcements

12:30PM -  1:30PM  Afternoon session:

Carolyn L. Stiles: Influence of Women on Philanthropy

 
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Event Sponsors:





  Topics and Speakers


 Melisa Beauchamp

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Mark Callaway

Mark Crosswell


Andrew Harbour


Panel Discussion:  

Impact Investing VS Impact Inclusion


Join us for a basic review of Impact Investing, including terminology, and how foundations are incorporating the shift to Impact Inclusion.

 

Sustainable Investing has surged to over $8.7 trillion. An increasing number of fund managers are now overlaying their investment strategies with environmental, social and governance (ESG) analysis. Asset management firms are finding ways to cater to all kinds of Impact Investing demands and innovation continues in the global capital markets to provide new sustainable investment products.

 

We will discuss answers to lingering misconceptions about what Sustainable Investing is and why as professionals you should be paying attention to the Impact Investing space.

 



 

Melisa Beauchamp is a tax manager in the Non-Profit and Education group at Aprio. She is passionate about what’s next for the tax-exempt entities she serves and strongly believes non-profit organizations have the power to positively change their communities. At Aprio, Melisa partners with clients in the areas of tax compliance, financial reporting, auditing and tax-exempt consulting and has extensive experience working with private foundations, public charities and other charitable estate planning entities across the United States.

Mark Callaway is a Senior Vice President and Senior Investment Management Consultant with The Indigo Group at Morgan Stanley. Mr. Callaway began his career in 1989 and opened a Robinson – Humphrey & Co office in LaGrange, GA, which later merged with one of the predecessor firms of Morgan Stanley. Mr. Callaway’s area of concentration is helping clients set investment objectives, developing an asset allocation strategy, making stock and fund selections, and establishing customized investment strategies. Mr. Callaway has managed SRI/ESG/Impact Investing-style discretionary strategies within the Morgan Stanley Portfolio Management platform since 2000.  

Mark Crosswell leads the Community Foundation for Greater Atlanta’s social impact initiative, designed to accelerate the pace of social innovation in Atlanta by connecting capital to causes the community cares about. With a background in banking, corporate finance and M&A, Mark is an entrepreneur at heart and has started, invested in, and managed numerous businesses. In 2015, he joined Points of Light to lead strategy and venture development for the Civic Accelerator, which trains, scales and invests in innovative social ventures around the country.


Andrew Harbour is a Managing Director, Institutional Consulting Director, Corporate Retirement Director and a Senior Portfolio Manager with Graystone Consulting, a business of Morgan Stanley, in Atlanta, Georgia. Mr. Harbour is also a Certified Financial Planner™ professional (CFP®), a Certified Investment Management AnalystSM (CIMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®). Mr. Harbour joined Morgan Stanley in 1995 and with Graystone Consulting is focused on supporting corporations with benefit programs and executives with financial planning and portfolio management.
 


 Carolyn L. Stiles

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Carolyn L. Stiles:

Influence of Women on Philanthropy


In examining motivations and priorities for giving, we should be aware of how factors such as age and gender can shape perceptions and behaviors over time.  Two segments in particular – Millennials and Women – are becoming tangible proof points on why philanthropy and impact investing are so closely linked.  The evolving needs of different generations are being shaped by the movement toward a holistic, goals-based approach to wealth management.  In this session, we will look at what the numbers say about strategic philanthropy and how philanthropic planning and impact investing are driving the modernization of giving.

 



Carolyn L. Stiles is a Principal of State Street Global Advisors and a Business Development Officer in the firm's Charitable Asset Management Group (CAM). Prior to this role, Carolyn was a Senior Relationship Manager with CAM. Since 2008, Carolyn has been the Real Estate Specialist for CAM providing consultative services to charitable organizations for gifts of complex assets such as real estate. Carolyn is a frequent speaker on the topic of gifts of real estate and the impact and influence of women on investments and philanthropy at regional planned giving council meetings and conferences.





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678-710-8289