BYO Lunch: Impact Investing that Works for Everyone

When:  Apr 13, 2023 from 12:00 PM to 01:15 PM (PT)
Associated with  CFA Society Portland

Most advisors and institutions struggle to know where to begin when a client expresses interest in impact investing. With growing client demand for impact investing opportunities beyond ESG, and a plethora of market rate impact investing opportunities available, there is a huge opportunity to delight clients with market rate impact portfolios. Curious on how to do this?

Join us for a conversation with a panel of investors currently involved in impact to understand how you can begin to construct an impact-oriented portfolio.

·         How does an investor develop an Impact Investment Strategy? – Our panel will give real world examples of how investors developed their strategy. We’ll discuss how to manage risk tolerance, liquidity needs, and impact priorities all while maintaining a target portfolio rate of return.

·         How does an investor implement an Impact Strategy? We’ll cover everything from portfolio sourcing, diligence, implementation, ongoing monitoring and reporting – both financial and impact. We’ll give real world examples as to how opportunities were identified, diligenced, and the financial + impact outcomes.

·         Q + A

Discussion will be hosted by Jesse Simmons, CapShift’s Managing Director of Research and Advisory and a panel of experienced impact investors.

CapShift is a technology enabled, research and advisory platform. Capshift was founded by MissionPoint Partners, an impact investing manager and advisor focused on environmental solutions; Jacques Perold, former President of Fidelity Research & Management Company; and the Heron Foundation, a pioneering impact investor championing people, places, and enterprises who challenge broken conventions and dare to change. CapShift’s investors include leading family offices, foundations and other impact investing institutions, including Spring Point Partners, the Grantham Foundation for the Protection of the Environment, Omidyar Network, Jesse Fink, Kat Taylor, Gratitude Railroad, Impact Investors, and Brazen Impact. CapShift’s investor community also includes the co-founders or former heads of leading fintech and investment firms Bain Capital Europe, Aperio, and Addepar – as well as a number of other mission-aligned investors. Shortly after founding, CapShift acquired the pioneering impact investing platform ImpactUs Marketplace, which was supported by several leading community development financial institutions and national foundations.

Jesse Simmons helps lead the investment research team and advisory practice at CapShift. Jesse previously served as Senior Investment Analyst and Impact Advisor at Align Impact, where he managed due diligence on private investments and helped clients discover and act on these opportunities. Jesse began his career at the World Bank, where he focused on development effectiveness in Sub-Saharan Africa, and subsequently worked at Dalberg Global Development Advisors, a mission driven consulting firm bringing innovation to development. Jesse has a Master of International Business from The Fletcher School at Tufts University with a focus on finance and econometric impact evaluation.


Online Instructions:
Login: You will receive the Zoom link once you register.