Global Conference 2025

Double Bottom Line: Driving Impact and Profit (Invite only)

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A key tenet of modern economics is that expanding opportunity benefits the economy and society as a whole. Investors are in a unique position to support this tenet by honing financial models that drive equality and access, while, ultimately, boosting returns. Initiatives like private equity’s adoption of employee ownership programs demonstrate that investments that consider long-term outcomes, like supply chain risk, wealth inequality, and labor conditions, not only minimize externalities but also maximize returns and strengthen the broader economy. What success stories and challenges can leaders share about models with a double bottom line, and what other innovative approaches might be on the horizon? How are institutional investors ensuring the long-term success of investments? In what ways does investing in workers ultimately benefit the bottom line? And overall, what is the role of finance in moving the social needle? 

    Moderator

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    Yup S. Kim

    Chief Investment Officer, Texas Municipal Retirement System

    Speakers

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    Joel Holsinger

    Partner, Portfolio Manager and Co-Head of Alternatives Credit Group, Ares Management
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    Anna-Lisa Miller

    Executive Director, Ownership Works
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    Carlos Rangel

    CIO, W. K. Kellogg Foundation