Impact Investing Across Asset Classes: From Strategy to Execution

Impact investing is gaining significant momentum in the family office community, with families investing the majority of the more than $60 billion allocated to impact fund strategies. This three-hour seminar will provide a high-level overview of the key elements of impact investing for family offices across asset classes. Topics discussed will include: rationale for impact investing, developing a strategy, selecting themes and areas of focus, understanding the product landscape, the different approaches for different asset classes, engaging the right advisors and building a team, executing the strategy, evaluating impact, understanding the returns question, and building support across the family, family office, and foundation staff.

 

You will walk away with clear on-ramps, a product landscape and a roadmap for engaging in impact investing within a family office.