True North Is Always Returns — How Impact Investing Actually Works | Global Alts Miami 2026 скачать в хорошем качестве

True North Is Always Returns — How Impact Investing Actually Works | Global Alts Miami 2026

Three investors redefining what "impact" means in capital markets and proving it's not concessionary. Lauren Taylor Wolfe (Impactive Capital, $2B AUM) shares how activist investing is the last edge AI can't replace. Heather Hartnett (Human Ventures) explains why women's health became a $3 trillion industry and what's next. And Gillian Sandler (Northwell Health Equity Partners) breaks down why healthcare will bankrupt America in 10 years and how the largest health systems are finally ready to fix it. From hiring women mechanics to grow auto dealership profits to using data to transform hospital economics, this panel shows what happens when impact investing meets rigorous returns. Key topics: • "AI has commoditized information. It can't do activism." • True North is always returns — impact must link to value • Asbury Automotive: 3x female mechanics → leading industry in growth • Women's health: underserved $3 trillion industry • Healthcare: doubled costs, halved outcomes — 10 years to fix • "Money is speech" — 600K millionaires minted last year from AI • Why passive ownership (50% in small/mid-cap) creates opportunity for activists • Northwell: $25B health system launching investment platform Speakers: • Heather Hartnett, General Partner, Human Ventures • Lauren Taylor Wolfe, Founding Partner, Impactive Capital • Gillian Sandler, Managing Partner, Northwell Health Equity Partners • Rob Goldberg, Founder, Forge (Moderator) Timestamps: 0:00 Introduction & panelist backgrounds 4:07 "Impact is a loaded word" — what it really means 5:22 AI and the future of investing 6:12 "AI commoditized information. It can't do activism." 7:08 Healthcare data infrastructure finally ready 10:43 The human side of capital 12:13 "Stand shoulder to shoulder with the CEO" 13:28 50% passive ownership creates activist opportunity 14:14 Venture capital's bifurcation — AGI vs. human needs 15:14 Women's health: $3 trillion underserved industry 16:13 If your daughter lives to 120, what changes? 17:17 ESG backlash: "True North is always returns" 19:05 Asbury Automotive: hiring women to drive growth 21:14 Healthcare: 20% of GDP, will bankrupt us in 10 years 26:30 "Money is speech" — 600K new millionaires 27:50 "Help one company become the most profitable — competitors follow" Recorded at Global Alts Miami 2026 | Presented by iConnections #impactinvesting #esg #activism #healthcare #venturecapital #humanventures #impactivecapital #northwell #womeninsports #returns #ai #iconnections #globalaltsmiamai -- Welcome to iConnections—where the alternative investment industry comes to connect, learn, and grow. iConnections’ Global Alts is the world’s largest cap intro event, hosted at the Miami Beach Convention Center. This premier gathering features insights from top minds in investment, finance, and economics, while giving attendees exclusive access to the global alternative investment community. But we’re more than just events. iConnections is a platform built to connect allocators, managers, and the alternative investment industry year-round. Through innovative technology and curated connections, we make it easier than ever to network, schedule meetings, and grow your business—all in one place. Join us as we transform the way the alternative investment world connects and collaborates. Let’s shape the future of the industry together. Discover iConnections Today: Learn more about our platform: https://www.iconnections.io Stay connected through our social channels: LinkedIn:   / 53118918   Twitter:   / iconnections_io   Instagram:   / iconnections_io