Big Path Capital Announces 8th Annual Impact Capitalism Summit: The Largest Gathering of Family Offices and Institutional Investors Focused on Impact

More than 300 attendees expected to discuss the role of capital markets in creating an economy that works for all

Press Release – CHICAGO – March 23, 2017 – Heralded as the “Davos of Impact Investing,” Big Path Capital, a boutique financial services firm focused on impact, today announces its 8th annual Impact Capitalism Summit (ICS). This year’s Summit will take place on April 25-26, 2017 at the Union League Club in Chicago. ICS is the largest global convening of investors and thought leaders focused on maximizing impact and return across asset classes. Attendees represent over $1 trillion in AUM and include an exclusive group of family offices who are credited with having paved the way for impact investing. Attendees also represent large institutional investors, wealth advisors, academicians, economists and asset managers who are focused on deploying capital for impact and return.

This year’s Summit theme will focus on the role of capital markets in creating an economy where opportunity and prosperity are widely shared. It will explore a simple and powerful premise: Stakeholders who have a hand in creating value should share in its successful outcomes.

The Summit focuses on how institutional investors can realize competitive returns and impact across asset classes including private equity, public equites and direct investments. One of the private equity panels, which includes leaders from Cambridge Associates, Ascension Investment Management, and Stafford Capital Partners, will explore upcoming trends in the impact sector. The full list of speakers and sessions can be found here.

The purpose of the Summit is educational and no securities will be offered, purchased or marketed nor will any services such as financial advisory, legal, or accounting be offered.

Partners Sponsors and supporters of this year’s summit include the MacArthur Foundation, TONIIC, Family Office Exchange, ImpactAlpha, UNPRI, Tiger 21, and Gratitude Railroad.

“We believe that the Impact Capitalism Summit is unlike any event in the industry. The exclusivity of the event is designed to foster an environment of peer-to-peer learning, rather than the “pitch” focused element of a traditional trade show,” said Michael Whelchel, Big Path Capital Co-Founder and Partner.

Shawn Lesser, Big Path Capital Co-Founder and Partner, emphasized the curated nature of the event. “It’s a true practitioners’ forum,” he said. “ICS brings together all of the stakeholders who have helped pave the path to the largest investment opportunity and social trend of our era.”

ICS attendees will benefit from being privy to the newest industry study launches, including Big Path Capital’s SmarterMoney+™ Review Volume 7 to be released at the Summit. SmarterMoney+™ series are carefully curated collections of thought leadership reports. Volume 7 will explore how diversity can be a driver of growth. The Advisory Committee on this publication includes Jonas Kron of Trillium Asset Management, Henry McKoy of Fourth Sector, Andrea Armeni of Transform Finance, and Shelley Alpern of Clean Yield.

Attendance of ICS is limited, but is open to impact investors and those allied to the field. Interested parties may apply at attend at Impact-Capitalism.com.

About Big Path Capital

Leveraging one of the largest global networks in Impact Investing, Big Path Capital services include assisting impact companies and funds to ensure mission preservation across financial transactions, including acquisitions, mergers, and capital raises. We see Impact Investing as SmarterMoney+ i.e. the dual objective of achieving Maximum Return and Maximum Impact. Big Path initiatives also include the Five Fund Forum, Impact & Sustainable Trade Missions, Big Path Impact Academy, and the Train Stop Tour.

Disclaimer: Investment banking services are provided by Intellivest Securities, Inc. a member of FINRA and SIPC. The presentations given by fund managers, issuers or others at the Summit do not constitute an offering of securities or solicitation of offers. Such an offer may only be made in compliance with disclosure and delivery requirements under applicable, securities laws and will be limited to prescribed categories of investors. Attendance is limited to Accredited Investors and Qualified Purchasers as defined under Federal securities laws. Some presenters may pay a fee for participating. Attendees are responsible for their own due diligence if they enter into a relationship of any kind with any entity or person met at the Summit.

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