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YOUR COMPASS FOR INVESTMENT CHOICES

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Impact investors are instrumental in supporting social entrepreneurs looking to solve our planet’s challenges. Our Executive Certificate in Impact Investing provides the tools and insights you can use to launch or refine their impact investing work. Instructors will address the elements of an investment process, including sources of impact investment ideas, screening and diligence methods, investment terms, and impact measurement and evaluation. It is taught by practitioners in the sector and pulls from pioneering work conducted at Toniic and Miller Center for Social Entrepreneurship. 

Registration

Program Date: TBD – April 2020
General Registration: $ 2,999.00
Early Bird Registration: $ 2,849.05

Contact Us for More Information

This program is structured for investors and managers who have an interest in learning about impact criteria as an alternative vehicle to make a social or environmental difference. This includes:

  • Asset owners (e.g. angel investors, philanthropists, high wealth individuals)
  • Asset managers (e.g. financial managers, family offices, portfolio managers, financial advisors)
  • Mission-driven organizations, NGOs and foundations seeking to use investments as a development vehicle

Whether you have many years in investing or are newly embracing the impact investing sector, this program is focused on helping you:

  • Form a strategy and structure of an impact investing plan and next steps
  • Use a comprehensive framework to analyze financial situations for impact criteria
  • Apply new tools and techniques towards the assessment of business cases to consider and choose an investment
  • Understand terms of investments and structures used

1. Impact Investing. What is it?

  • Investments that generate positive social and environmental impacts

2. Techniques for Assembling a portfolio

  • Create concrete guides that support high-quality opportunities and reduce risk
  • Portfolios will also maintain competitive financial return
  • Most beneficial to asset owners, family foundations, INGO’s

3. Theory of Change

  • A sophisticated way to diversify portfolios

4. Constructing your impact strategy

  • Investments will balance out impacts and returns

5. Investment Choices:

Themes:

  • Sustainable agriculture
  • Water and Land
  • Clean energy
  • Health Care
  • Education
  • Financial Services 

Geographies:

  • North America
  • Latin America and the Caribbean
  • East Asia and Pacific
  • South Asia
  • Sub-Saharan Africa

6. Impact Measures

Define impact through:

  • Outputs
  • Outcomes
  • Impact
Photo of John Kohler

 

John Kohler

Executive Fellow and Director, Impact Capital Program

Miller Center for Social Entrepreneurship

  

 

 

Photo of Bob Webster

 

Bob Webster

Managing Director of SEAF

Formerly COO of Grassroots Business Fund  

This course covers:

• Publicly traded securities
• Fixed income investments
• Natural resource trusts
• Impact funds
• Environment funds
• Direct investments
• Impact bonds

Instructors will address the elements of an investment process, including sources of impact investment ideas, screening and diligence methods, investment terms, and impact measurement and evaluation.