Common Ways to Engage in Impact Investing


Thursday, January 21, 2016 (2pm - 3pm US/Eastern)
Webinar

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Thank you for your interest but REGISTRATION IS NOW FULL! A recording will be available to members after the program.



Impact Investing for Small-Staffed Foundations: Webinar Series



Together with our partners at Mission Investors Exchange and Arabella Advisors, we are pleased to announce the release of Essentials of Impact Investing: A Guide for Small-Staffed Foundations. This new impact investing how-to guide is a must for foundations with few or no staff who want to align their investments with their mission.

Impact investing (often called mission or social investing) is the intentional deployment of capital to generate positive financial and social returns. Impact investments are made by foundations of all types and sizes, across all asset classes, and along the entire spectrum of risk and return.

Want to consider impact investing for your foundation? In this 3-part webinar series, learn about impact investing through stories and lessons learned by small-staffed foundations featured in the guide.

  • Why Foundations of All Sizes Engage in Impact Investing, Thursday, November 12, 2-3pm ET: Why do foundations of all types and sizes engage in impact investing? What are the benefits to the foundation? Your small-staffed foundation peers will share their motivations and ways they got their boards on board. Join us for information and inspiration!

  • Common Ways to Engage in Impact Investing, Thursday, January 21, 2016, 2-3pm ET: How exactly do foundations engage in impact investing? Learn about some of the diverse impact investing strategies that small-staffed foundations are putting to use. Foundations employ a variety of tactics, from below-market to market-rate investments, and they’ll join us to discuss the many options.

  • How to Find (or Develop) Impact Investing Deals, Thursday, March 17, 2016, 2-3pm ET: What does impact investing look like in practice? Hear from small-staffed foundations about the origins of their impact investing deals, and learn about different ways to source deals.


Thank you to Mission Investors Exchange and Arabella Advisors on their partnership in creating the guide and this webinar series.


Today: Common Ways to Engage in Impact Investing



Speakers



Anne Brasier has been the executive director for the Harris and Eliza Kempner Fund in Galveston, Texas, since 2009. The fund focuses on projects that use resources creatively to improve the quality of life, primarily within the greater Galveston area.



Maggie Cutts is the Learning and Network Engagement Manager at Mission Investors Exchange. She leads research and education projects including the new impact investing guide for small-staffed foundations and its counterpart for community foundations. Maggie has worked in private asset management and financial management for both affluent and lower income clients.



Debra Moniz is the director of administration and finance for the Cedar Tree Foundation. She oversees the foundation's investment portfolio (including alignment with mission) as well as operational finances and overall administration.



Cynthia Muller leads Arabella Advisors’ impact investing practice. She helps foundations and individuals understand the field of impact investing, develop strategies, and structure investments to accomplish their social and environmental goals.

Related Web Pages and Sites:
Essential Elements of Impact Investing: A Guide for Small Staffed Foundations

Registration Fees:
These fees are available through 01/21/2016
Name Price Available To
Exponent Philanthropy Member $0.00   Members
Mission Investors Exchange Member $0.00   NonMember
Friend of Arabella Advisors $0.00   NonMember
Non-Member Registration $40.00   NonMember
JFN Member Registration $25.00   NonMember
CMF Member Registration $25.00   NonMember
Forefront (FKA Donors Forum-Illinois) Member Registration $25.00   NonMember


Cancellation and Other Policies:
Cancelations received before close of business the day preceding the webinar will be fully refunded. Cancelations received on the day of or after the webinar will receive a credit of a comparable amount toward a future educational program or written resource.

By registering for this program, participants are agreeing to the Exponent Philanthropy Participant Guidelines. Please review the Participant Guidelines before registering for the program.


Sponsors and Sponsorship Information:
Thank you to Mission Investors Exchange and Arabella Advisors on their partnership in creating the guide and this webinar series.





For more information please contact:
Ms. Lauren Kotkin
Director, Educational Programs
Exponent Philanthropy
Phone: (202) 375-7795
Fax: (202) 580-6579
E-mail: lauren@exponentphilanthropy.org