Private/Alternatives Market Landscape
This session is part of Mission-Aligned Investing to Maximize Philanthropic Impact, a biweekly peer learning series offered in partnership with Philanthropic Foundations Canada.
Private/Alternatives Market Landscape
Thursday May 21 (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.
Session overview
There has been significant growth of mission-aligned investment funds and products in Canada’s private markets, an asset class commonly referred to as alternatives. Learn more about the diverse landscape of intermediaries offering private debt and equity funds, and the role of the federal government as a seed investor.
Topics:
The size, breadth, and depth of the private impact investing market
The landscape of investment funds, intermediaries, and products dedicated to generating high impact alongside financial returns, including products focused on:
Place-based/geographic communities
Industry sector/impact themes
Demographic-based populations
How asset owners and investors can participate in the federal government’s Social Finance Fund, and understanding its fund-of-funds structure and the relationship between government (ESDC), wholesalers, social finance intermediaries (SFIs), and their respective investee portfolios
Why asset owners would want to deploy capital in this market, how to go about it, and where to start
Guest speakers
Adam Spence (CEO of SVX)
Elena Yugai (Executive Director of Table of Impact Investing Practitioners)
Geraldine Cahill (Co-Manager at Catalyst Community Finance Initiative)
Sally Dimachki (A/Manager at Employment and Social Development Canada)
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