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Alex Hokanson, John LaFleur, Kyle Manley, and Scott Nance
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Breakout Session
Tuesday, May 1, 2018 | 11:00 AM

Demystifying Impact Investing

Alex Hokanson, Tiedemann Wealth Management

John LaFleur, Strategic Philanthropy, Ltd.

Kyle Manley, Tiedemann Wealth Management

Scott J. Nance, CAIA, Impact Assets

This presentation will help advisors prepare their clients to have a discussion about transitioning the corpus of their philanthropic vehicle (foundation, donor advised, fund, etc.) to impact investments.

Attendees will: 

  1. Understand the trend of Impact Investing as to how it is effecting investment decisions around the corpus of philanthropic vehicles (private foundations, donor advised funds, trust assets, etc.)

  2.  Learn how to have the discussion with donors with regards as to how their investments align – or conflict – with their charitable giving mission.

  3. Receive introductions and opportunities to learn more, including a take away list of resources of organizations working in the Impact Investing space. 


Alex Hokanson, Senior Vice President, Tiedemann Wealth Management

Alex Hokanson is a Senior Vice President within the Investment Group at Tiedemann Wealth Management. Prior to the recent merger of Threshold Group and Tiedemann, Alex spent five years on the investment team Threshold Group. At Threshold, Alex was instrumental in investment research, risk and asset allocation model development, investment solution design, and portfolio management.  Over that past five years, Alex played a significant role in the development of Threshold Group’s impact investing platform as both an investment researcher and as an advisor to several impact investing focused Foundation clients. Prior to joining Threshold Group, Alex spent ten years at SEI Investments in a variety of roles including nearly four years in investment research and due diligence with SEI’s Alternative Investments team. Prior to that role, Alex spent four years as a Trader and Analyst on SEI’s Portfolio Implementation team. 

John LaFleur, Director, Strategic Philanthropy, Ltd.,Chicago, IL

John LaFleur is a Director at Strategic Philanthropy, Ltd. and is responsible for both direct client services and outreach to the advisor community. John brings deep experience in both the non-profit and for profit sectors. He has worked on a wide array of philanthropic initiatives with a particular emphasis on education, homelessness, and the arts. His current clients are involved in major university gifts, the underwriting of several endowed positions to major cultural institutions and the implementation of transformative grants to human service agencies focusing on adoption and human services.

His background includes serving as executive director of one of Boston's largest private family foundations where he launched a number of successful large-scale program related investments and donor collaborations. He is a trustee for an elderly private donor who he helped transition her Downtown Boston commercial property to a supporting organization which now provides subsidized non-profit office space and maintains a historic New Hampshire farmstead.

John has a B.S. in Accounting from Bentley University. He has served as President of the Edgar Allan Poe Foundation of Boston and as a founding director of the Edward Gorey House of Cape Cod. He is currently on the board of Side Street Studio Arts of Elgin, IL and Synapse Arts in Chicago. He is also the author of several illustrated storybooks for tweens.

 J. Kyle Manley, Vice President, Tiedeman Wealth Management, Dallas, TX

Kyle is a Vice President of Tiedemann Wealth Management, with direct responsibility for managing client relationships and addressing all investment-related matters. He leads the Impact Investing efforts of Tiedemann’s Dallas office and has been instrumental in the roll-out of Tiedemann’s national impact investing service model. Kyle is the main point-of-contact with clients and works directly with individuals and families to identify their investment and impact goals. He directly manages client portfolios and also serves as a key Business Development team member in the southern region. Kyle joined Tiedemann Wealth Management in October 2016 when Presidio Capital Advisors merged with the Firm. Before joining Presidio, he was a Vice President in the Investment Management Division of Goldman Sachs, where he served as a Private Wealth Advisor.

In addition to his professional experience, Kyle serves in the community in various capacities. He is on the Advisory Board of Every Village, a nonprofit focused on transforming the lives of people in South Sudan through missionary work and community development efforts. Additionally, Kyle is a member of the Cotton Bowl Council and helps organize an annual youth clinic hosted by the Cotton Bowl each summer. Kyle serves as a Deacon in Park Cities Presbyterian Church and is actively involved in the church’s community work. 

Kyle earned a Master of Business Administration (MBA) degree in Finance from the SMU Cox School of Business. Prior to business school, he worked in education for four years as both a National Science Foundation Research Fellow at the University of Alabama and as a classroom teacher. He graduated with a Bachelor of Science degree in Mathematics from Mississippi College and also holds a Master of Arts degree in Mathematics from the University of Alabama.

Kyle and his wife Megan have 3 children, and they reside in Dallas.

 
Scott J. Nance, CAIA, Head of Business Development, ImpactAssets

Scott is responsible for overseeing business development activities at ImpactAssets. Previously he was a Principal at ARK Global, a provider of institutional sales and marketing consulting services for leading alternative investment managers. Over his 25+ year career, he has also led and managed sales and distribution efforts for several financial and asset management organizations, including Equinox Fund Management, Robeco, Bank of America and Welton Investment Partners.

Scott currently serves as Head of the Chartered Alternative Investment Analyst Association (CAIA) San Francisco chapter. He is also a member of the Advisory Board for the Bay Area Financial Education Foundation (BAFEF), and he volunteers with the San Francisco Police Department's Auxiliary Law Enforcement Response Team (ALERT). Scott holds a BS in Entrepreneurship from The University of Arizona, and an MBA from the Thunderbird School of Global Management. He is an Adjunct Lecturer in Finance for the Eller MBA program at The University of Arizona. 

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