Money4GOOD (2 days)

Tuesday, June 30th & Wednesday, July 1st


Sarah Adams

Vert Asset Management

Sam Adams

Vert Asset Managment

Stephen Ban


Penny Bauder

Green Kid Crafts

Beth Bengtson

Working for Women

Mark Bertshatsky


Daniel Blake

University Impact

Earl Bridges

Good All Over

Dan Carreno

Change Finance PBC

Troy Carter


Shaheen Contractor

Bloomberg LP

Brittany Damico

The Wealth Consulting Group

Julie Davitz

BNP/Bank of the West

Aley Desiderio

Colorado Lending Source

John Engle

Haiti Partners

Daniel Fang

Philanthropy U

Todd Fine

Green Diamond

Robin Freeman

ClearBridge Investments

Pandwe Gibson


Jeff Gitterman

Gitterman Wealth Management

Kimberly Griego-Kiel

Horizons sustainable financial services

Peter Gross


Sheryl Guarniero

Green Her Consulting

Matthew Haas


Cathy Hansell

Breakthrough Results

Brett Hickey

Star Mountain Capital

Amanda Joseph

Calvert Impact

Alexis Pokorny Kahlow

Open Deltas

Ivka Kalus

Promethos Capital

Leslie Keil

New Island Capital Management

Johann Klassen

Horizons Sustainable Financial Services

Christopher Knapp

Collaboration Capital

Justin Kulla

TZP Group

Marianne Langridge

Sustainable Synthesis Limited

Simone Lee Balch

Cambridge Associates

John J. Linnehan

Promethos Capital

Dorrit Lowsen

Change Finance, PBC

Alice Loy

DaVinci Ventures

Robert Ludke

ENODO Global

Paul Lynch

Cage Free Enterprises, Inc.

Sonal Mahida


Colin Mangham

Biomimicry Los Angeles

Pamela Marrone

Marrone Bio Innovations

Nancy Metzger

Thun Financial Advisors

Steve Michelson

Fund for Sustainable Tomorrows

Wayne Miller

Nura Health

Terry Mollner

StakeHolders Capital

Andrew Paden

Rincon Consultants

Bill Page

Essex Investment Management

Tracy Palandjian

Social Finance (Invited)

Tim Palmer, CFA

TAP Strategies LLC

Adriana Piltz

Nicky's Gardens of Hope

Andrew Rodriquez

Change Finance, PBC

Mark Sadovnick

5th Element

Steven Salsberg

American Sustainable Business Council

Kevin Santos-Buch


Tim Shaler

Shaler Financial

Simara Singh

Coco Veda

Greg Smithies

BMWi Ventures

Shane Snipes


Jaylen Spann

Whistle Stop Capital

Suzanne Shelton

Shelton Group, Inc.

Todd Tarbert

Semble Non Profit Loans

Samantha Taylor

Reputation Dynamics

Chris Wedding

Entrepreneurs for Impact

Zach Weismann

MAG Impact Collective

Carol Zoubek

CJZ SRI Planning and Investments

Money4GOOD (2 days)

Tuesday, June 30th & Wednesday, July 1st

1st Round Agenda

Money4GOOD (2 days)

Tuesday, June 30th & Wednesday, July 1st


Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of our multi-affiliate model, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms

World Tree was originally founded in 2002 as World Tree Technologies Inc. a US corporation based in Mesa Arizona. Wendy has traveled to Brazil, Paraguay, Australia, New Zealand and throughout the USA to learn how to successfully grow and manage Empress Splendor trees, and has over 20 years knowledge and experience working with these trees.

While the Empress Tree is known and greatly prized in Asia, it is relatively unknown in North America. World Tree has been an innovator, leading the way in researching the best way to plant and grow the tree, educate the public in the properties of the tree, and train farmers how to successfully cultivate it.

Eagle Asset Management, an affiliate of Carillon Tower Advisers, is built on the cornerstones of intelligence, experience, and conviction, driven by research and active portfolio managers. Our long-tenured investment teams manage a diverse suite of fundamental equity and fixed income strategies designed to meet the long-term goals of institutional and individual investors. Our teams have the autonomy to pursue investment decisions guided by their individual philosophies and strategies.

Founded in 1998, Impax offers a range of listed equity, fixed income, smart beta and real asset strategies.
All strategies utilise the firm’s specialist expertise in understanding investment opportunities arising from the transition to a more sustainable economy.
We are engaged investors, in regular dialogue with companies in our portfolios and reporting on our stewardship activities to our clients.
Where possible, we endeavor to measure and report on the positive environmental and societal impacts of our investments.

Gitterman Wealth Management is a leader in the ESG (Environmental, Social, and Governance), Sustainable and Impact Investing space, offering investing solutions for individual investors and other financial professionals. Noted as an “ESG Expert” by Financial Advisor Magazine, Jeff Gitterman has been featured in numerous publications, including Barron’s, Forbes, Morningstar Magazine, The Wall Street Journal, CNN, Money Magazine, The New York Post, Affluent Magazine, and many others.

Jeff also speaks frequently about ESG integration and Sustainable / Impact Investing at conferences throughout the United States and Canada, including Morningstar, FA Magazine, Bloomberg, Fidelity, Barron’s, and many others. In 2018, he was named RIA “Thought Leader of the Year” by

Over the past several years, Gitterman Wealth Management has also hosted several large sustainable investing conferences for financial advisors in New York City, with the 2019 and 2018 conferences, as well as the 2019 Family Office Impact Summit, taking place at the United Nations Headquarters.

Renewal Funds is a mission venture capital firm investing in early growth stage companies in Canada and the United States. We add value for entrepreneurs through capital, networks, and expertise. We deliver above market returns for our partners while catalyzing positive social and environmental change.

Uncommon is a new financial services company centered around “doing good in uncommon ways.” At the forefront is a virtual community connecting individuals with nonprofits by matching their passions to charitable causes while providing discovery, transparency and feedback for individuals, corporations and wealth managers. Donations would be facilitated through a digital wallet specifically designed for giving. Uncommon plans to combine its digital giving platform with a fully integrated generosity ecosystem providing a seamless experience through payments, impact investing and donor advised giving – all with the goal of reversing the decline in charitable giving and volunteerism. Adding thought leadership and inspiring content, Uncommon seeks to ignite a generosity movement

Descartes Labs is the first company to offer a data refinery that combines a multi-petabyte library of geospatial data with customers’ internal data for building predictive models. And Descartes Labs is the only company to combine a highly scalable data processing and modeling platform with a massive geospatial data library. We help enterprise customers create competitive advantage and minimize environmental impact by scaling data science innovation, automating decisions, and transforming themselves into self driving organizations. Headquartered in Santa Fe, New Mexico, Descartes Labs has offices across the United States serving customers globally.

Our vision is to divert more solid waste from landfills than any other single effort over the next 10 years
To accomplish this, we solve challenging environmental issues for the industrial waste industry by developing sustainable products and services through technology

Allison+Partners is a global communications firm with one P+L. The agency has 30 offices worldwide and is large enough to handle complex assignments, yet small enough to be nimble in our approach for any client. It’s offices are filled with academics, amateur philosophers, data geeks, artists and never-say-die entrepreneurs. Agency team members are focused on solving tough challenges for today’s brand leaders. It’s teams build insights through data and anthropology, strategic opportunities through a deep and nuanced understanding of culture, and content through an obsession with authenticity.

Not just electricity, but also the power we provide commercial and industrial (C&I) building owners to take back control of how they access and use energy.
There are 120 million C&I buildings in the U.S. alone. They consume 75% of all domestic electricity generated. We see their 87 billion square feet of flat rooftops as potential power plants.
Unlocking these idle real estate assets will create trillions of dollars of new value for building owners, businesses, and local economies. We have the vision, experience and backing to make it happen. So that’s exactly what we’re doing. That’s Point Load Power.

VertueLab is a nonprofit fighting the climate crisis by providing funding and holistic entrepreneurial support to cleantech startups. As one of the first organizations in the country to make direct, program-related investments in cleantech startups, VertueLab has proven that their unique model can accelerate climate solutions that are key to reversing the climate crisis. Through a decade of work, VertueLab has created over 480 jobs, and awarded over $7 million in funding to more than 60 startup companies. VertueLab’s mission is to unleash innovation and entrepreneurship that will solve environmental challenges and catalyze shared economic prosperity.

Green Kid Crafts is the leading award-winning monthly subscription kit for kids that delivers a new STEM and STEAM learning adventure to families each month. Green Kid Crafts encourages creativity, literacy, and environmental education through thematic kits designed by educators and scientists to foster a generation of environmental leaders. Earth, wildlife and ecosystem science, environmental activism, geography, math, art, technology, and engineering are woven into each themed kit, all made with carbon-neutral, sustainable materials. Green Kid Crafts has recently been honored with a Parents’ Choice Recommended Award and NCW Eco-Excellence Award and is the top-ranked subscription box for kids by the New York Times, My Subscription Addiction, and Parent’s Choice. Celebrating shipment of its millionth kit last fall, Green Kid Crafts has grown an astounding 765 percent over the past two years.

Nicky’s Gardens of Hope was created by Adriana Piltz to ensure that her highly disabled autistic son would have a place to live after she passed away. It is the first holistic and sustainable village for Adults with Autism and IDD (Intellectual Developmental Disability) that is designed for quality of life and community integration. Its model elevates the quality of services while providing education, employment & life activities. The open village-like environment reduces barriers between the disabled & the community and integrates Adults with Autism & IDD into the larger world, further reducing the stigma of disability. These kinds of services require a life-long commitment by service providers so Nicky’s Gardens of Hope has developed The Balance Risk Revenue model to be self-sustainable by using tools such as the B corp., impact investing, and recurring revenue streams from incubated business lines that fulfill the needs of the community.

Money4GOOD (2 days)

Tuesday, June 30th & Wednesday, July 1st


Money4GOOD 2020

Tue. June 30th & Wed. July 1st

(2 day virtual conference)


  • Early Bird Pricing
  • valid until
  • Wednesday
  • June 24th, 2020
  • (Regular Pricing $249)


Wed. August 5th & Thu. August 6th

(2 day virtual conference)


  • Early Bird Pricing
  • valid until
  • Wednesday
  • July 8th, 2020
  • (Regular Pricing $249)

All In On Impact

Wed. September 9th & Thu. September 10th

(2 day virtual conference)


  • Early Bird Pricing
  • valid until
  • Wednesday
  • August 5th , 2020
  • (Regular Pricing $249)