On May 22, 2019, CalOZ President Kunal Merchant moderated a panel at the Family Office Connect conference in New York City.
Entitled “Purpose & Profits: Which OZ's Offer the Most Promise with Both,” the panel examined how opportunity fund managers and investors can pursue strategies that achieve both financial and social impact objectives.
The panelists were:
Thomas Haug, Chief Executive Officer, Aspen Tree
Brett M. Johnson, Partner, Fortuitous Partners
Vincent Pica, Managing Partner & President, Safanad Business Development