Investor Readiness

overview

So, you are interested in becoming an impact investor. Where do you begin? What do you need to know? Will you forgo financial returns as an impact investor? Who do you trust? How do you determine if your philanthropic dollars are paying for high interest loans or credit? How do you assess whether your endowment or investment portfolio aligns with your values? How do you invest directly in social ventures or the funds investing in them? What are your investment beliefs? The Impact Finance Center believes that “priming the pump” on the investor side of the impact investment equation is critical to developing an impact investing marketplace more quickly and effectively and has developed an “Investor Readiness Workshop” designed to take a philanthropist or investor through a journey to become an impact investor that addresses the following topics:

TOPICS

  • Impact Investing 101
  • Board & Family  Dynamics
  • Investment Beliefs
  • Investment Policy Statements
  • Investment Portfolio or Endowment Audit
  • Grant Audit
  • Advice – How to Work with Existing or Choose New Investment Advisor
  • Direct Investing – Custom Call for Deals
  • Evidenced Based Evaluation

instructors

DR. STEPHANIE GRIPNE - IMPACT FINANCE CENTER FOUNDER

JOHN O'HALLORAN - IMPACT FINANCE CENTER ADVISOR

CINDY WILLARD - IMPACT FINANCE CENTER ADVISOR

RESOURCES

Impact Investing 101

Investment Beliefs

Investment Policy Statements(s)

 

Impact Audit – Endowment / Investment Portfolio - Assess Portfolio

How to Choose Your Impact Investment Advisor


Impact Audit – Assess Grantmaking

 

 

DR. STEPHANIE GRIPNE - IMPACT FINANCE CENTER FOUNDER

Dr. Stephanie Gripne is an academic entrepreneur, impact investor, philanthropic advisor, researcher, educator and the creative force behind the Impact Finance Center.   Stephanie founded the Impact Finance Center in 2012 and formed the partnership between University of Denver Daniels College of Business and Rockefeller Philanthropy Advisors – Sustainable Endowment Institute.  The Impact Finance Center is a national impact investing think-do tank that produces rigorous and relevant research, educations, and develops transactions in the area impact investing and venture philanthropy. Dr. Gripne and her exceptional research team are currently interviewing over 100 foundations as part of one of the first academic research project on program related investments and mission related investments. 

Stephanie has over 20 years of experience working in the intersection of business and natural resources which has included working for the EcoProducts Fund $100 Ecosystem Service private equity fund, the Nature Conservancy, the USDA Forest Service, DOE Oak Ridge National Laboratory, the Journal of Wildlife Management, and several universities. Stephanie received her Ph.D. from the Boone and Crockett Wildlife Conservation Program at the University of Montana working with Dr. Jack Ward Thomas.  She has a B.S. in Biology & Wildlife Management from the University of Wisconsin at Stevens Point and a M.S. in Ecology from Utah State University. Stephanie is an Aspen Institute Environment Forum Scholar, Environmental Leadership Senior Fellow, Property Environment Research Center Fellow, Ford Foundation Community Forestry Fellow, and Boone and Crockett Professional Member.

JOHN O'HALLORAN - IMPACT FINANCE CENTER ADVISOR

John O’Halloran is a Senior Vice President and Institutional Client Advisor with U.S. Trust, Bank of America Private Wealth Management, where he works closely with institutions and non-profit organizations to help them fulfill their mission. John is actively involved with the institutional and non-profit community, serving on numerous boards and committees including: Independent Colleges of Washington (Board Member, Finance Committee), Fulcrum Foundation (Trustee, Treasurer, Chair of Finance/Investment Committee), Saint Martin’s University (Board Member, Chair of Investment Committee), Eastside Catholic School (Endowment and Investment Committee, Founding Member/Advisor of Micro-Finance Club), and Archdiocese of Seattle (Strategic Planning Steering Committee). Prior to joining U.S. Trust, John was Chairman and CEO of Rainier Funds in Seattle, Washington. Prior to joining Rainier, John spent 20 years with Columbia Management Group in Portland, Oregon, serving institutional clients. John received his Bachelor of Science in Business Administration, with a minor in Finance, from the University of Oregon. He resides in Bellevue with his wife and three children.

 

CINDY WILLARD - IMPACT FINANCE CENTER ADVISOR