2024 CIO Impact Investing Summit

2024 CIO Impact Investing Summit

November 06 - November 09
St. Augustine Beach
5:45 PM et

Attend sessions from thought leaders in impact investing offering strategies and market insights tailored to help you better serve your clients. 

You're invited to join the country's top CIOs and asset allocators for three days of knowledge and networking during one of the premiere impact investing events of the year. Hear from renowned speakers including John C. Maxwell, Tim Tebow, and Mark Batterson, and attend transformative breakout sessions, all while networking with impact investing leaders in historic St. Augustine, FL. 

EXPERIENCE THE RICH HISTORY OF ST. AUGUSTINE

Hotel: Embassy Suites by Hilton St. Augustine Beach Oceanfront Resort

The Embassy Suites by Hilton St. Augustine Beach Oceanfront Resort combines modern luxury with the historic charm of America’s oldest city. Situated in St. Augustine, this resort offers an immersive experience into the city’s rich legacy, featuring elegant accommodations and top-tier amenities. Guests can enjoy easy access to St. Augustine's historic district, filled with centuries-old landmarks, cobblestone streets, and fascinating museums. Discover the unique blend of historical intrigue and contemporary comfort that makes this resort a perfect retreat.

MAKE A LASTING IMPACT THROUGH REAL ESTATE INVESTING

This is a unique opportunity to learn, grow, and connect with other passionate individuals while exploring the world of impact investing through real estate. Whether you’re looking for investments that can help your clients make a significant impact, seeking advice on sustainable real estate strategies, or simply want to build a legacy that matters, this event has something for everyone.


Gain insights from industry experts on impact investing and real estate strategies, and discover how to grow and protect your financial assets effectively while making a positive social impact.


Explore how to create a lasting legacy that will positively impact future generations and understand the importance of ensuring your legacy endures through impactful real estate investments.

Discover fresh perspectives through our workshops, engaging activities, and exercises crafted to fortify your investment strategies and enhance your understanding of sustainable impact investing.

Join us at the Embassy Suites by Hilton St. Augustine Beach Oceanfront Resort and be part of a community committed to creating extraordinary impact and legacy through real estate. Together, we can drive change, inspire action, and build a better world.

We're proud to present an impressive lineup of speakers already confirmed for our DLP Capital Impact Investing Event. From industry leaders to trailblazing innovators, our speakers represent a diverse range of perspectives and expertise in the field of impact investing. But the excitement doesn't end there – we're diligently working to secure even more influential voices and engaging entertainment for the event. Stay tuned for further announcements as we continue to curate an unforgettable experience designed to inspire, educate, and entertain.

FEATURED BREAKOUT SESSIONS

Tom Macready

Head of Global Multi-Asset Investing Brightlight

Vince Birley

CEO Vident Asset Management

Brian McClard

CIO Blue Trust

Speakers

Don Wenner

DLP Capital

Don Wenner is the Founder and CEO of DLP Capital, a private real estate investment firm focused on building thriving communities. The firm’s core focus is on investing in, developing, and financing attainable housing for America’s workforces, including multifamily and single-family rental communities, along with investments in outdoor hospitality and RV campgrounds. Wenner founded DLP Capital in 2006 and has since spearheaded its meteoric growth, with the firm ranking on the Inc. 5000 list of “Fastest Growing Private Companies in America” for 11 consecutive years—among the few companies on the list to achieve such growth consistently. The firm now has more than $5 billion of assets under management and is headquartered in St. Augustine, Florida.

Tim Tebow

The Tim Tebow Foundation

Timothy Richard Tebow, born August 14, 1987, in Makati, the Philippines to missionary parents Bob and Pam Tebow, is an American professional baseball player, former professional football player, 3x NY Times best-selling author, international speaker, and ESPN sports broadcaster. He played college football for the University of Florida, and in 2007 became the first player to win the Heisman Trophy as a sophomore. Tim is also a 2x BCS National Champion. In the NFL, Tim played for the Denver Broncos, the New York Jets, the New England Patriots and the Philadelphia Eagles. He is formerly played baseball as an outfielder and designated hitter with the New York Mets MLB team.

John C. Maxwell

Maxwell Leadership

John C. Maxwell is a No. 1 New York Times bestselling author, coach and speaker who has sold more than 24 million books in 50 languages. Often called the country's No. 1 leadership authority, Maxwell was identified as the most popular leadership expert in the world by Inc. magazine in 2014. And he has been voted the top leadership professional six years in a row on LeadershipGurus.net.

He is the founder of The John Maxwell Company, The John Maxwell Team and EQUIP, a nonprofit organization that has trained more than 5 million leaders in 180 countries. Each year Maxwell speaks to Fortune 500 companies, presidents of nations and many of the world's top business leaders.

After growing up in Michigan, Maxwell attended Ohio Christian University and then received a Master of Divinity and Doctor of Ministry. He was a pastor for more than 30 years before devoting himself full time to speaking and writing.

Three of Maxwell's books — "The 21 Irrefutable Laws of Leadership," "Developing the Leader Within You" and "The 21 Indispensable Qualities of a Leader" — have each sold over 1 million copies. Other notable books by Maxwell include:

  • "The 360 Degree Leader"
  • "Sometimes You Win, Sometimes You Learn"
  • "Winning with People"
  • "How Successful People Think"
  • "The 17 Indisputable Laws of Teamwork"
  • "Failing Forward"
  • "Everyone Communicates, Few Connect"
  • "The 15 Invaluable Laws of Growth"

Maxwell's leadership philosophy is: "Everything rises and falls on leadership."

According to his website, he says: "With so much hinging upon this philosophy, I've made it my life's passion to develop leaders at all levels. I believe in you and the power of your influence to create a legacy within your sphere of influence that will leave behind an army of leaders who get the importance of strong leadership."

Mark Batterson

National Community Church

Mark Batterson is the lead pastor of National Community Church (NCC) in Washington, D.C. One church in multiple locations, NCC owns and operates Ebenezers Coffeehouse, the Miracle Theatre, the DC Dream Center, and the Capital Turnaround. Mark holds a doctor of ministry degree from Regent University and is the New York Times bestselling author of 23 books. His newest books include Please Sorry Thanks: The Three Words That Change Everything (Multnomah; on sale 4/4/23) and The Best Worst Day Ever, the third children’s book he’s written with his daughter, Summer. He and his wife reside in Washington, D.C.

Jon Gordon

The Jon Gordon Companies

Jon Gordon's best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous Fortune 500 companies, professional and college sports teams, school districts, hospitals, and non-profits. He is the author of 28 books including 15 best sellers and 5 children’s books. His books include the timeless classic The Energy Bus which has sold over 3 million copies, The Carpenter which was a top 5 business book of the year, Training Camp, The Power of Positive Leadership, The Power of a Positive Team, The Coffee Bean, Stay Positive, The Garden, Relationship Grit and his new release The One Truth. Jon and his tips have been featured on The Today Show, CNN, CNBC, The Golf Channel, Fox and Friends and in numerous magazines and newspapers. His clients include The Los Angeles Dodgers, In-N-Out Burger, The Los Angeles Rams, Campbell Soup, Dell, Publix, Southwest Airlines, The Chicago Bulls, Miami Heat, The Colorado Rockies, Truist Bank, Clemson Football, Northwestern Mutual, Bayer, West Point Academy and more.

Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations and teams.

Joby Martin

The Church of Eleven22

Joby Martin is the founder and lead pastor of The Church of Eleven22 in Jacksonville, Florida. Since launching the church in 2012, he has led a movement for all people to discover and deepen a relationship with Jesus Christ. In addition to providing The Church of Eleven22 with vision and leadership, Pastor Joby is an author, national and international preacher and teacher. He has been married to his wife, Gretchen, for over 20 years and they have a son, JP and a daughter, Reagan.

Sally Roberts

Wrestle Like A Girl

Sally Roberts is an athlete, veteran, and the founder of Wrestle Like A Girl. This mission-driven organization aims to empower girls and women using the sport of wrestling to become leaders in life. Sally’s vision is to see every girl, every woman in the world, be afforded the opportunity to wrestle. She considers sport a vehicle for social change, driving the belief that the full inclusion of women is the task of the 21st century.

Sally was a resident athlete at the Colorado Springs Olympic Training Center for eight years, where she became a Three-Time National Champion, a World Cup Champion, a Two-Time World Bronze Medalist, and an Olympic Alternate. She joined the Army in 2010, and after returning from a combat deployment in Afghanistan in 2012, she joined the Army's World Class Athlete Program. She represented the United States as a service member and an elite athlete.

Sally's dedication to empowering women through sports has earned her numerous awards, including the 2016 Women in Sport Award from United World Wrestling and USA Wrestling's 'Woman of the Year' for 2018. She was also selected among the 25 elite women from seven nations and 23 sports to participate in the EY Women Athletes Business Network. This mentoring program is designed to propel high-potential women leaders to greater heights of achievement.

As a sought-after speaker, Sally has addressed audiences at the United Nations Summit, the United States Olympic Museum, the U.S. Institute of Peace, and the National War College. She has also authored Op-Ed columns for USA Wrestling and has been featured on CBS Sunday Morning with Rita Braver.

Sally holds a Bachelor of Arts degree in Psychology from the University of Colorado, Colorado Springs, and a Master of Arts in Sport and Performance Psychology from the University of the Rockies. She is also a certified nutritionist from the Institute of Integrative Nutrition.

Lonnie Gienger

Wilkinson | CEO

Lonnie’s passion is developing families and companies that have a lasting positive impact on society. For the last couple decades he’s been learning to lead his family as strategically as he leads businesses and he regularly receives requests to coach families of influence around the world on pathways to create multigenerational family legacy and impact.

Lonnie is Principal and CEO of Wilkinson Corporation, a family owned national real estate investment management platform that has transacted on over $3 billion of real estate with a team that is creating industry leading impact results and investment returns. He has also been Chairman and CEO of a senior housing ownership and operations company from start up to over 2000 employees in 18 states.

Lonnie is Chairman of Flourishing Family, a non-profit which helps families of wealth thrive relationally, spiritually, individually, and in their impact on society. And he is author of the transformational book , Beyond Business, How Your Company Can Build a Better World.

Lonnie has been married for 41 years to his childhood sweetheart, best friend and fellow entrepreneur, Shelley. Their four adult children and their spouses lead businesses that benefit society. And the whole family enjoys working together in various ventures and skiing, backpacking or boating from the family lodge in the Cascade Mountains.

Jana Angel

River City Live

Jana Angel is a South Carolina native who traded palmettos for the palm trees of Florida. Currently she is the Co-Host of River City Live on News4JAX. Her previous work can be see on Living Local Fox 29 and Trending Today, Fox Business. She is also the founder of Posh Theory Media founded in 2020. Her focus is always on finding the story behind the business or entrepreneur to connect the brand. Jana works with businesses around the country to deliver their brand message to viewers and consumers.

After obtaining two Bachelor’s degrees at NC State University, Jana ventured to France play professional volleyball. She spent 5 years as part of the FFVB in Albi, Toulouse, Paris and Bordeaux after reigniting her love for volleyball during her senior year in Valencia, Spain.

Once back in the States, she began working as a Brand Ambassador and Model across the US which gave her experience with emceeing, hosting, production, and brand story telling for businesses and brands. It was also during this time that Jana obtained additional accreditation from the Connecticut School of Broadcasting and began working in digital broadcast communications.

In her spare time, Jana can be found exploring all of the wonderful things Florida has to offer, usually with her dogs Blakely, Shep, and Sweetie.

Deepak Puri

Deutsche Bank Wealth Management

Deepak Puri is a Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas. In his role, he Co-Chairs the Americas Regional Investment Committee, the management team responsible for investment strategy and asset allocation for discretionary and advisory portfolios in the Americas; and is a voting member on the Global Multi Asset Investment Committee, which formalizes and establishes the global house view.

Before being named CIO, Mr. Puri was the Head of Discretionary Portfolio Management in the Americas at Deutsche Bank Wealth Management, and previously served the firm in various positions within the Portfolio Management, Investment Strategy and Global Manager Research Groups. Prior to joining the Bank in 2004, he was a Senior Consultant in the Investment Advisory Services Group at Ernst & Young LLP, and also worked in various sales roles for PNC and Fleet National Bank.

He is widely published and has been quoted in various mainstream and financial publications, including the Wall Street Journal, Financial Times, CNN Business, Business Insider, Barron’s, Bloomberg and Reuters to name a few. He also frequently appears on television and has been featured on CNBC, Yahoo Finance and Bloomberg.

Mr. Puri earned his B.Com (Honors) in Business Management from University of Delhi and has an M.B.A. in Finance from Seton Hall University. He is a CFA Charterholder, a Member of the CFA Institute and a Member of the New York Society of Security Analysts. Deepak also holds the EFFAS certified ESG Analyst (CESGA) designation.

Lee Thomas Miller

Lee Thomas Miller is a songwriter from Nashville, Tennessee.

He earned a BA in Music Theory/ Composition from Eastern Kentucky University where, along with classical composing and arranging, he studied classical violin, guitar, piano and voice. He was inducted into the EKU “Hall of Distinguished Alumni” in 2010.

Lee moved to Nashville in 1991, signed his first publishing deal in 1996 and has been on the radio virtually ever since. To date, he has had 19 top 20 singles with 7 reaching #1 and has earned 13 BMI radio performance awards. His songs have reached radio play in excess of 25 million spins with streaming numbers reaching into the hundreds of millions.

His accomplishments include 3 Grammy nominations, a teen choice award, and 4 different songs being nominated for ‘Song of the Year’ at major industry awards.

He won both a CMA and an ACM award for Song of the Year with “In Color” as recorded by Jamey Johnson. “You’re Gonna Miss This” won Song of the Year at both the ASCAP and NSAI awards and single of the year at the CMA awards.

Miller has also been given 4 “Songs I Wish I Had Written” trophies as voted on by the professional membership of NSAI (the Nashville Songwriter’s Association International).

Most recently he cowrote the Scotty McCreery top 5 hit “It Matters To Her”.

Lee was just elected to his second stint as President of the Nashville Songwriter’s Association which includes regular travel to Washington D.C. representing and lobbying for the rights of the American songwriter. He has testified before both houses of the U.S. congress as well as spending countless hours with bureaucrats reaching from the department of justice to cabinet level officials to federal judges. In 2015 he was presented with BMI’s inaugural “Champions Award” for these legislative efforts.

Ultimately, all of this led to the passing of the federal Music Modernization Act changing the criteria for which songwriters are paid in the digital era. Lee was present in the West Wing with the President when he signed it into law.

Miller has had success also as a record producer producing a pair of top 20 hits on recording artist Steve Holy including his #1 record “Brand New Girlfriend”

On a personal note, in 2010 he was awarded the Fatherhood Award from Washington D.C.’s National Fatherhood Initiative and he and his wife Jana received the Congressional “Angels in Adoption” award on Capitol hill in 2015 having adopted 3 of their 4 children.

Lee and Jana have been married 31 years and live in Brentwood, Tennessee with their 4 kids.

Wendell Mobley

Wendell Mobley is an American country music songwriter who has written number one hits for Rascal Flatts, Kenny Chesney, Randy Houser and others.

He was born in Celina, Ohio and began playing in local bands before moving to Nashville, Tennessee. He found a job playing guitar for Jack Greene and Alabama and later became a full-time songwriter.

Some of his well-known songs are “How Forever Feels” by Kenny Chesney, “Fast Cars and Freedom” by Rascal Flatts, “How Country Feels” by Randy Houser, and “A Little More Summertime” by Jason Aldean.

Agenda

Wednesday, November 06, 2024

6:00 PM - 8:00 PM
Welcome Reception

Thursday, November 07, 2024

8:00 AM - 5:00 PM
Registration & Concierge
8:00 AM - 8:45 AM
Breakfast
8:45 AM - 9:00 AM
Event Kickoff
9:00 AM - 12:00 PM
Speakers, Workshops & Breakouts
12:00 PM - 1:00 PM
Lunch
1:00 PM - 1:50 PM
Time based portfolio - Brian McClard, CFA - Blue Trust
2:50 PM - 3:40 PM
What makes an impact investment - Tim Macready
3:30 PM - 3:50 PM
Break
3:50 PM - 5:00 PM
Speaker & Daily Closing
6:00 PM - 6:45 PM
Cocktail Reception
7:00 PM - 8:15 PM
Dinner
8:15 PM - 9:00 PM
Entertainment & Networking

Friday, November 08, 2024

7:00 AM - 5:00 PM
Registration & Concierge
8:00 AM - 8:55 AM
Breakfast
8:55 AM - 9:00 AM
Daily Kickoff
9:00 AM - 10:00 AM
Speakers, Workshops & Breakouts
10:00 AM - 11:00 AM
CIO Impact Investing Summit Track - Vince Birley
10:45 AM - 11:15 AM
Break
11:15 AM - 12:00 PM
Speakers, Workshops & Breakouts
12:00 PM - 1:00 PM
Lunch
1:00 PM - 3:30 PM
Speakers, Workshops & Breakouts
3:45 PM - 6:00 PM
Community Activity
6:00 PM - 6:30 PM
Free Time
6:30 PM - 7:00 PM
Cocktail Reception
7:00 PM - 8:00 PM
Dinner
8:00 PM - 9:00 PM
Songwriters

Saturday, November 09, 2024

7:00 AM - 5:00 PM
Registration & Concierge
7:00 AM - 7:50 AM
Breakfast
7:50 AM - 8:00 AM
Investor Day Kickoff
8:00 AM - 8:50 AM
DLP Building Communities Fund Investor Meeting
9:00 AM - 9:50 AM
DLP Housing Fund Investor Meeting
10:00 AM - 10:50 AM
DLP Preferred Credit Fund Investor Meeting
11:00 AM - 11:50 AM
DLP Lending Fund Investor Meeting
11:50 AM - 12:00 PM
Investor Day Closing
12:00 PM - 1:00 PM
Lunch
1:00 PM - 5:00 PM
Activities