DAY 1

9:30 - 10:00 AM

REGISTRATION

10:00 - 10:15 AM

OPENING REMARKS

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10:15 - 11:00 AM

OPENING KEYNOTE:  OUR MOMENT IN CLIMATE

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11:00 - 12:00 PM

PRIVATE FAMILY OFFICE SHARES THEIR INTERGENERATIONAL APPROACH TO CLIMATE INVESTMENT

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12:00 - 1:00 PM

LUNCH

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1:00 - 2:00 PM

OUTCOME OPTIMIZATION: WHEN IT'S BETTER TO INVEST WITH YOUR DAF, FAMILY OR COMMUNITY FOUNDATION

• PHILANTHROPY AS INVESTMENT: LEGAL, STRUCTURE, & MECHANICS

• DILIGENCE BEST PRACTICES UNIQUE TO THESE INVESTMENTS

• CO-INVESTMENT, BRINGING ALONG OTHERS

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2:00 - 2:45 PM

NEXT GEN FAMILY OFFICE MEMBERS SHARE THEIR STRATEGIES FOR CLIMATE INVESTMENT