Mission-Aligned Public Equities and Fixed Income
This session is part of Mission-Aligned Investing to Maximize Philanthropic Impact, a biweekly peer learning series offered in partnership with Philanthropic Foundations Canada. Register for the sessions that are most relevant to your needs, or email hello@impactunited.ca to register for the entire series at a 10% discount for a comprehensive learning experience.
Mission-Aligned Public Equities and Fixed Income
Thursday April 23 (1:00 pm - 3:00 PM ET)
Fee: $200 per participant per session. A payment link will be sent from Luma after you click the "Request to Join" button. You must complete your payment to confirm your registration and secure your spot.
For those who would benefit from a beginner-friendly introduction to this topic, Impact United Academy offers a separate 2-hour “Impact Investing for the Curious” workshop on March 4, 2026 from 1-3pm ET.
Session overview
The majority of any investor’s assets will be in public equities and fixed income. Learn about the different strategies, approaches, and tools to maximize impact across public market asset classes.
Topics:
The ‘impact spectrum’ from ESG and SRI to sustainable and impact investing
Levers for impact including screening, ESG integration, and active stewardship/shareholder advocacy
Performance and impact benchmarks
Guest speakers
Réjean Nguyen, CFA (Senior Director, Impact Investing at Addenda Capital) (Moderator)
Carolynn Beaty (Executive Director of the Sitka Foundation)
Ellen Chiu, CFA (Managing Director and Senior Portfolio Strategist at Westfuller Advisors)
Matt Donovan (Associate at BlueMark)
Sean Gilbert (Chief Investor Network Officer at the Global Impact Investing Network)
Who is this session for?
We welcome all who are interested in leveraging their investments to maximize their philanthropic impact.
The curriculum is designed for organizations stewarding endowed assets and those responsible for developing, implementing, and governing their mission-aligned investing strategy, at early and maturing stages of the journey.
Types of roles
Senior management
Board and Committee members
Individual Donor-Advised Fundholders and Accredited Investors
Types of organizations
Foundations
Family offices
Faith-based organizations
Post-secondary institutions
Labour unions
Other organizations with endowments and investment portfolios/mandates
What will you learn?
This program will help you:
Advance the knowledge and leadership capacity of key staff and board members
Strengthen your organization’s mission, governance, fiduciary duty, and operations capacity
Build connections and relationships with peers working with shared purpose
Apply the learning and case studies to your own impact investing strategy