BREAKOUT 3: Impact Through Direct Investing – Wisdom from the Trenches

Like the Fink Family, a growing number of families are investing directly into impact companies and for good reason. There are great investment opportunities and investors can pick the specific type of positive impact they would like to see (sustainable fishery, renewable energy, financial inclusion, etc.). But investing directly into companies efficiently and effectively requires a different acumen and infrastructure than investing in public markets.

This panel will bring together two veteran family investors who have deep experience investing in direct deals and two CEOs of companies who have received capital from family offices to share their wisdom born from their experience. Attend this session for lessons learned, tips, and practical how-to’s.

Presenters: Sanjeev Krishnan, Managing Director, S2G Ventures; Josh Mailman, Founder and Managing Director, Serious Change LP; Tony Michaels, Chief Executive Officer, Midwestern Bio Ag; Shally Shanker, Founder and CEO, Aiim Partners (Alpha Impact Investment Management)

Moderator:  Michael Whelchel, Co-Founder & Partner, Big Path Capital