Investment Approaches in the Private/Alternatives Market
This session is part of Mission-Aligned Investing to Maximize Philanthropic Impact, a biweekly peer learning series offered in partnership with Philanthropic Foundations Canada.
Investment Approaches in the Private/Alternatives Market
Thursday June 4 (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
Within the private markets or alternatives asset class, there are a variety of ways to achieve even deeper impact and alignment with your philanthropic mission. Learn more about Program-Related Investments (PRIs), the use of catalytic capital in a blended finance approach, and other underutilized tools such as loan guarantees.
Topics:
Legal context and fiduciary requirements for Program-Related Investments (PRIs) and disbursement quota considerations
Blended finance/catalytic capital
Loan guarantees
Accounting, tax, and other regulatory considerations
Guest speakers
Susan Henry (Director, Community Impact and Financial Inclusion at Alterna Savings)
Wayne Miranda (Director, Social Finance and Impact Investing at Definity Foundation; Board Director of The Atmospheric Fund)
Wendy Cooper (Co-CEO, Integrated Capital at Dragonfly Ventures)
Yulena Wan, CPA, CA (CFO and COO of Hamilton Community Foundation; Board Director of SHARE)
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