Summit Speakers

3RD ANNUAL SUMMIT

Who’s joining us in Durham

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Jim Sorenson

Founder & Chairman

SORENSON IMPACT FOUNDATION

Jim Sorenson is Founder and Chairman of the Sorenson Impact Foundation and a longtime impact-investing entrepreneur and philanthropist. He founded the Foundation in 2012 to demonstrate how capital can pursue social impact alongside financial performance. The Foundation became one of the relatively few U.S. foundations to commit 100% of its assets to mission-aligned investments spanning philanthropic, catalytic, and market-rate strategies.

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Kate Barron-Alicante

Director of Impact

Abacus Wealth Partners

Kate Barron-Alicante is Director of Impact at Abacus Wealth Partners, where her work connects investment practice with questions of inequality, sustainability, and social impact. Her professional interests have included global economics, values-aligned investing, and how wealth can be deployed more intentionally. At Abacus, she helps advance the firm’s impact-investing work and engagement with investment strategies addressing social and environmental challenges.

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Matt Ahearn

Partner

True North Venture Partners | Ahearn Family Foundation

Matt Ahearn is a Partner at True North Venture Partners, an investment firm focused on technologies and businesses supporting a transition toward a cleaner, more sustainable economy. He serves on boards of True North portfolio companies including Nanostone Water and Acuriant/Solecta, businesses developing advanced water-treatment and industrial separation technologies. His investment work sits at the intersection of venture capital, industrial innovation, and environmental sustainability.

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Sr. Sue Ernster

President

Franciscan Sisters of Perpetual Adoration

Sister Sue Ernster is President of the Franciscan Sisters of Perpetual Adoration. An accountant by training, she previously served as the congregation’s vice president and treasurer and has experience in campus ministry, parish administration, and faith formation. She represents FSPA through service with local, national, and international organizations, including the Economy of Francesco, connecting Franciscan values with questions of stewardship, economics, and investment.

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Margot Kane

CIO

Spring Point Parnters

Margot Kane is Chief Investment Officer at Spring Point Partners, where she leads an impact-first investment strategy supporting wealth-building pathways for underrepresented founders and communities. Previously, she led strategy and innovation at Calvert Impact Capital and served as Chief Financial Officer at Closed Loop Partners. Her experience spans impact investment strategy, portfolio construction, private credit, early-stage equity, environmental sustainability, and place-based investing.

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John Holdsclaw IV

President & CEO

Rochdale Capital

John Holdsclaw IV is President and CEO of Rochdale Capital, a nonprofit community development loan fund and certified CDFI, where he leads its work to promote cooperative and community ownership and broaden access to capital in low-wealth communities. He is Rochdale’s founding President and CEO. Previously, he served as Executive Vice President of Strategic Initiatives at National Cooperative Bank and as Director of Policy and Development at Capital Impact Partners. His experience spans cooperatives, community development finance, and public policy. He serves on the board of Opportunity Finance Network and is a past chair of the CDFI Coalition.

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Lindsay Zizumbo

Executive Director

Sorenson Impact Foundation

Lindsay Zizumbo is President of the Sorenson Impact Foundation, assuming the role in September 2026 after serving as Executive Director since 2018. She leads a foundation that deploys 100% of its assets through mission-aligned philanthropic, catalytic, and market-rate investments. Zizumbo joined Sorenson Impact in 2014 following a career in government, public policy, and leadership at Intentional Media.

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Nicholas Banovetz

Executive Director

Better Way Foundation

Nicholas Banovetz is Executive Director of Better Way Foundation, a Minneapolis-based private family foundation rooted in Catholic social values, where he has helped lead a shift to focus its grantmaking on Indigenous communities and align its investments with its mission. He engages other funders to invest in Native communities. Previously, he was Chief of Staff at Great MN Schools, which he helped incubate at The Minneapolis Foundation, and began his career as an investor relations Senior Account Executive at Padilla. His experience spans more than 20 years across business, philanthropy, and the nonprofit sector. He holds degrees from American University.

Kate Walsh

Director of Training

The Global Impact Investing Network

Kate Walsh is Director of Training at the Global Impact Investing Network (GIIN), whose training workshops help investment professionals bring an impact lens to their portfolios and measure and manage impact across the investment cycle. Previously, she served as Associate Director of Faith-Based Investor Initiatives at the GIIN, working with faith-based investors on impact investing. Earlier, she was Associate Director of Investor Advocates for Social Justice and served on the board of the Interfaith Center on Corporate Responsibility. She holds an MPA from the Robert F. Wagner School at NYU and a BS from Fairfield University.

Heather Beatty

Founder & Managing Partner

HCB Capital Advisors

Heather Beatty is Founder and Managing Partner of HCB Capital Advisors, which helps asset managers with distribution strategy, institutional narrative, and go-to-market execution. She has more than 20 years of experience in the institutional investment world, including senior business development and consultant relations roles at First Eagle Investments, Thornburg Investment Management, and TCW. At First Eagle she created and co-chaired the firm’s first Climate Council. She is a co-founder of the Women in Institutional Investments Network. She holds an undergraduate degree from Miami University and a graduate degree from Duke’s Nicholas School of the Environment.

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Simon Kent Fung

Creator & Host

Dear Alana

Simon Kent Fung is creator and host of Dear Alana, an acclaimed narrative podcast exploring faith, identity, belonging, and the life of Alana Chen. Fung previously spent 15 years in technology and media, including design leadership roles at Patreon, Google Maps, and TIME. Beginning his career in independent film, he now brings documentary storytelling and personal inquiry to complex questions of religion and human experience.