Is your foundation interested in exploring impact investing but unsure where to start? Covering key topics from getting to grips with the language, establishing impact and financial requirements, tailoring an investment policy, governance, and working with your existing investment managers on impact.
Designed for staff and trustees, with opportunities to hear from foundations already making impact investments.
The course will be particularly suitable for those foundations which are keen to explore impact investing in their foundation’s main endowment, either alongside an existing programme-related impact investing carve out, or as a first foray into impact investing.
Developed in partnership with the Impact Investing Institute, Charities Responsible Investment Network and Big Society Capital, with funding in 2023 from Barrow Cadbury Trust, Esmée Fairbairn Foundation, Guy's & St Thomas' Foundation, Treebeard Trust, Joseph Rowntree Foundation, Clothworkers' Foundation, City Bridge Trust and Golden Bottle Trust.
Dates:
Session 1 - Getting Started: Impact Investing in the Main Endowment
Wednesday 24 April, 10am - 1pm
Speakers:
- Rennie Hoare, Partner & Head of Philanthropy, The Golden Bottle Trust
- Jonny Page, Head of Social Impact Investment, Esmee Fairbairn
Session 2 - Let’s go! Action Planning
Wednesday 1 May, 10am - 1pm
Speakers:
- Karen Atkinson, Finance Director, City Bridge Foundation
- Andrew Gnaneswaran, Head of Investment, The Dunhill Medical Trust
- Shishir Malhotra, Investment Director, Treebeard Trust
Session 3 -
Working Together to Impact Invest in the Main Endowment
Thursday 16 May, 2pm - 5pm
Speakers:
- Harry Davies, Principle, Ceniarth LLC
- Rebecca Garrod-Waters, Chief Executive, Ufi VocTech Trust
- James Anthony, Social Investment Portfolio Manager, Friends Provident Foundation
Please note - attendees are expected to commit to attending all three sessions.
Price:
Social Impact Investors Group (SIIG) members: Free
ACF members: £180 for all three sessions
Non-member foundations/endowments: £450 for all three sessions
Location:
The course will be primarily in person in central London, though if needed it may be possible for attendees to attend some elements remotely.
Please contact [email protected] if you need more details before booking.
If you need assistance or would like to discuss access requirements, please contact [email protected].