SoCal Grantmakers, in partnership with Mission Investors Exchange, National Center for Family Philanthropy, and Northern California Grantmakers, is pleased to host the 2023 Mission Investing Institute. Through both virtual sessions and a two-day experience at The California Endowment in Los Angeles, California, the Institute helps philanthropy professionals get started in impact investing or advance their practice. Participants learn from leading impact investing professionals, network with industry peers, and apply learnings with fellow philanthropy and finance professionals.
Topics to be covered include defining impact investing and other key terms, understanding investment approaches, designing and implementing an impact investing portfolio, sourcing and underwriting investments, financially monitoring a portfolio, and measuring social impact.
Note: Registration will move to a waitlist prior to reaching full capacity, with preference given to partner organization members and diverse participants.
Tentative event schedule
Note: Session times and details are subject to change.
September 14, 2023,10:30 am - 12:00 pm PT
Session #1: Addressing Myths of Impact Investing
September 18, 2023, 10:30 am - 12:00 pm PT
Session #2: Key Terms and Fundamentals of Impact Investment
September 15 & 19, 2023, 12:30 pm - 2:00 pm PT
Office Hours
In-person sessions at The California Endowment, Los Angeles, California
November 6, 2023
- 10:00 am - 11:45 am: Session #3: Designing Your Program
- 12:00 pm - 1:00 pm: Lunch Activity
- 1:00 pm - 2:45 pm: Session #4: Investment Strategy
- 3:00 pm - 4:45 pm: Session #5: Operationalizing Your Program
- Reception
November 7, 2023
- 10:00 am - 12:00 pm PT — Session #6: Impact Activation & Closing
Speakers
- Andrea Barrios, Senior Impact Investment Manager Vancity
- Antony Bugg-Levine, Managing Director and Co-Head of Community Impact, Lafayette Square
- Tina N. Castro, CFA, Co-Founder and Managing Partner, Avivar Capital
- Amy Chung, Director of Impact Investing, The California Endowment
- Erika Seth Davies, Chief Executive Officer, Rhia Ventures
- John Duong Founder & CEO Kind Capital
- Stacey Faella, Executive Director, Woodcock Foundation
- Bert Feuss, Senior Advisor, Community Capital Advisors
- Meredith Freeman, Director of Alignment and Impact Investing, Max M. & Marjorie S. Fisher Foundation
- Bulbul Gupta, President & CEO, Pacific Community Ventures
- Tomer Inbar, Partner, Morgan Lewis LLP
- Tracy Kartye, Director, Social Investments, The Annie E. Casey Foundation
- Oronde Miller, Director of Equity and Inclusion, The Annie E. Casey Foundation
- Matt Onek, President and CEO, Mission Investors Exchange
- Ben Thornley, Co-Founder and Managing Partner, Tideline
- James Wahls, Senior Vice President, Programs and Initiatives, Mission Investors Exchange
- Susan Dorsey, Senior Vice President - Finance, Administration & Impact Investing, Gates Family Foundation
- Janis Reischmann, Executive Director, Hau`oli Mau Loa Foundation
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