Take Action!

Founded in 2007, the Take Action! Impact Investing Conference Series is the pre-eminent gathering of impact investors focused on premium – or above-market rate – returns. This by- invitation only community is composed primarily of asset owners from families, foundations, major pension plans and corporations. Together, these industry leaders exchange stories of success and failures, debate ideas and investments, and make the connections they need to move to their next level of success. The 2011 event brought together investors representing $4.5 trillion.

These conversations are designed for trustees, CEOs, CFOs and investment staff of foundations, family offices, major pension funds and corporations. Each participant directs a minimum of $25M in assets. Skeptics, experienced practitioners, and those newly entering the impact investing arena are welcome to engage in pointed discussions about the unresolved and debated issues and potential evolution of impact investing.

Take Action! is a non-solicitation event and participation is by invitation only.

Participation At-A-Glance

Asset owners comprise 60-70% of our audience members.

Selected Participants

Government/Pension Funds

• All Pensions Group (“APG”) Asset Management (Netherlands)
• Board of Governors, US Federal Reserve
• Federal Reserve Bank of San Francisco
• Federal Reserve Bank of Boston
• California State Controller
• California State Treasurer
• California State Teachers’ Retirement System (“CalSTRS”)
• California Public Employees’ Retirement System (“CalPERS”)
• San Mateo County Employees’ Retirement System (“SamCERA”)

Foundations

• The California Endowment
• Annie E. Casey Foundation
• Doen Foundation (Netherlands)
• Bill & Melinda Gates Foundation
• Google.org
• Gray Matters Capital
• FB Heron Foundation
• KL Felicitas Foundation
• W.K. Kellogg Foundation
• Merck Family Fund
• Meyer Memorial Trust
• Nathan Cummings Foundation
• The Russell Family Foundation
• Rockefeller Foundation
• Prudential Financial
• Skoll Foundation
• The Springcreek Foundation

Asset Managers

• Asset Consulting Group (“ACG”)
• Boston Common Asset Management
• Cambridge Associates
• Community Capital Management
• Equilibrium Capital Group
• Federal Street Advisors
• Gray Ghost Ventures
• Imprint Capital Advisors
• Morgan Stanley
• Nelson Capital (a division of Wells Fargo Bank)
• Neuberger Berman
• Nikko Asset Management
• Jonathan Rose Companies
• RBC Global Asset Management (US)
• State Street Global Advisors (“SSgA”)
• Sustainable Asset Management (“SAM”)

Consultants/Intermediaries

• Amplifier Strategies
• Confluence Philanthropy
• Global Impact Investing Network (“GIIN”)
• International Association of Microfinance Investors (“IAMFI”)
• Investors’ Circle
• More For Mission
• Natural Capitalism Solutions
• The Parthenon Group