2025 ACG NY Family Office and Limited Partner Series – February Edition

Impact Investing

For Family Offices, Limited Partners, Fund Managers, Lenders and Investment Bankers interested in Impact Investing, join us for a lively panel discussion on impact investing and what opportunities are rising to the surface; accompanied by drinks, networking and passed hours d'oeuvres.

ACG NY looks forward to welcoming Family Offices, Limited Partners, Lenders, Investment Bankers, and Fund Managers to this special event on February 20th. 

Thank you to the ACG NY Family Office Committee for hosting this event series. 

MEET THE PANEL

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Panelist Phyllis Kurlander Costanza Principal and Chief Social Investment Officer Advanced Portfolio Management

Phyllis Kurlander Costanza, As Principal and Chief Social Investment Officer at Advanced Portfolio Management's Social Investment Solutions division, she leads the development of a Social Index and associated funds targeting companies excelling in both social impact and financial performance. Previously, Phyllis served as CEO of UBS Optimus Foundation and Global Head of Social Impact for 11 years. Under her leadership, the foundation's annual giving grew from $10 million to over $200 million. Her team pioneered innovative financing models, launching the first Development Impact Bond in India with Educate Girls and the first Social Success Note in Uganda with Yunus Social Business. Her extensive experience in social finance, innovative funding models, and leadership roles in prominent foundations make her a highly sought-after speaker at universities and conferences worldwide. Phyllis has also worked in government for Governor Mario Cuomo of New York, and holds a Master's Degree in Public Policy from Harvard University's John F. Kennedy School of Government.

Additional speakers to be announced.

The Family Office & Limited Partner Series of events and programs, hosted by the ACG NY Family Office Committee is a strictly Single Family Office and Limited Partner peer-to-peer series of meetings for ACG NY members and invited SFO, LP and other apt. guests. Participants can share and discuss best practices for Family Offices and Limited Partners while developing relationships in a convenient and enjoyable setting. 

This new combined series for Family offices and multi type LPs is ideal for these groups who not only fund invest in middle market alternatives such as private equity but also co and direct deal invest. 

PLEASE NOTE: This series and programs are only open to Family Offices, Limited Partners, Fund Managers, Investment Bankers and Lenders.