tuesday, march 8, 2016 & Wednesday, March 9, 2016

The Introduction to Impact Investing Intensive

This is a two-day training for foundation fiduciaries new to impact investing. The Intensive begins prior to the Practitioners Gathering on Tuesday March 8, 2016 with a half-day, retreat style introduction to the concepts of impact investing and an overview of fiduciary duty in a small group setting. A light-hearted dinner is followed by day-two, during which participants will join the pre conference Basic workshops as a cohort of learners. The Intensive concludes with facilitated reflection and sharing over drinks on Wednesday afternoon with Dana Lanza, CEO, Confluence Philanthropy and the program trainers. The intensive is led by Patricia Farrar-Rivas, CEO, Veris Wealth Partners and Jeff Scheer, Senior Client Advisor, Federal Street Advisors with special guests.

This is a fun and engaging way to dive into the Confluence community with a cohort of new peers and allies.

Please note that this training is not suited for investment professionals.


Times and session subject to change

Day One of the Intensive, March 8

1:00 PM     Welcome Address with Dana Lanza, CEO, Confluence                                                   Philanthropy

1:15 PM      Group Introductions

Through interactive exercises and individual sharing participants will get to know one another and form a learning cohort that will carry us through the conference.

2:00 PM     A Brief History in Social Investing 

While the practice of social investing is by no means a new concept, it has experienced exceptional growth in recent years. In this session we will learn about the history and evolution of social investing, navigate the jargon (is it ESG, SRI, MRI or Impact?), and discuss the nuances between these practices. This will create groundwork for participants to clarify the types of investment strategies and tools that they might like to use.

3:00 PM     Break

3:15 PM      Fiduciary Duty and The Role of the Trustee

There has been a long-standing belief that the concept of fiduciary duty is an obstacle to mission-related investing practices. However, the recent IRS guidance has provided a path for fiduciaries to better align the investment portfolio and charitable purpose. In this session we will discuss what it means to be a steward of philanthropic assets, how to interpret the IRS code, and how to work with your investment team to design policy statements that work for everyone.

4:00 PM     Accountability or Disruption? What's Your Theory of Change?

Responsible investing strategies are based upon tools that hold established corporations accountable and encourage best in class practices across an enterprise. Impact investing, on the other hand, tends to focus on causing disruption to the status quo through the creation of place-based social enterprises and game-changing new companies. Moreover, impact investing also includes new products and services in existing companies, such as publically traded companies like Tesla. While there is no right choice about where you want to play in the field, understanding your options is the first step to getting in the game. In this session we will explore these strategies in depth through deep discussion and hopefully help you to begin to craft your own personal theory of change through investing.

5:00 PM     Break

6:30 PM     Dinner with Donors

A private dinner with veteran impact investors from the donor community offers a time to learn and share with new friends and peers.


Day Two of the Intensive, March 9

9:00 AM      The Cohort joins the "Basic" Conference Track throughout the                                  morning accompanied by workshop trainers Jeff Scheer and                                    Patricia Farrar-Rivas 

12:30PM     Lunch

The Cohort is free to mix and mingle during lunch with Basic Track attendees

1:45 PM      After lunch, Cohort members may choose between the small                                     session offerings

4:45 PM      Bringing It All Together: Cohort Conclusion

Cohort members meet one final time as a group for discussion and sharing with the trainers and Dana Lanza, CEO, Confluence Philanthropy

Email Roger Miller to access the registration code.