Events

Impact Investing in Action Masterclass for Philanthropists

Where: Online

When: Tue 26th Jul 2022, 10:00 – 13:00 (3 hours)

Presented by: Philanthropy Australia and Social Impact Hub

Social Impact Hub and Philanthropy Australia present: Impact Investing in Action Masterclass for Philanthropists - a half-day online workshop covering the essentials of impact investing and how to take it to the next level.

There is growing interest in impact investing as an emerging investment approach. But how do you get started and how do you do so as a philanthropist?

Join us to ask your biggest questions about impact investing, including:

  • How do I source deals?
  • What types of returns can I get?
  • How can I shift grantees to become investees?
  • What structures work best in impact investing?
  • What are some good examples?

Featuring experienced speakers and active investors, you'll learn:

  • The fundamentals of impact investing
  • How impact investing can complement your philanthropy
  • The opportunities and challenges for philanthropists wanting to engage in impact investing and how it relates to your fiduciary duty
  • The role of philanthropy in growing the ecosystem
  • How the PAF guidelines work in relation to concessionary returns
  • Successful and ongoing Australian and international case studies

Who should attend?

  • Donors, trustees, New Gen, responsible persons, advisors and staff of philanthropic entities
  • Professional advisors including lawyers, private wealth managers, private banks, family offices

What you'll take away:

  • An understanding of how to impact invest
  • Practical tips about how to develop and implement an impact investing strategy within a philanthropy context
  • Inspiration for impact investment by experienced impact investors

Lead Facilitator

Jessica Mendoza-Roth | Founder & CEO at Social Impact Hub

Jessica is the Founder and CEO of the Social Impact Hub. The Social Impact Hub advises, educates, collaborates and mobilises capital for impact. Jessica is also a consultant to the impact investment sector, having served as the Impact Strategist for Blue River Group, an independent impact investment services firm, and opened the Sydney office of Impact Investment Group. Previously, Jessica was a Solicitor at King & Wood Mallesons in Sydney. She holds a B.A. and LL.B. (with First Class Honours) from UNSW and a LL.M. from Harvard Law School, where she was the recipient of the R.G. Menzies Scholarship to Harvard, and she studied social entrepreneurship, philanthropy and impact investing.

 

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