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Event Details

Event: Take Action! Impact Investing a philanthropic summit
     
Date: 10/5/2009
   
Time: 8:00 am - 5:30 pm
   
Location: Hotel Sofitel, 223 Twin Dolphin Dr., Redwood, CA 94065
   
Overview:

Northern California Grantmakers would like to extend a special invitation for members to attend Take Action! summit October 5 – 7, 2009.

This invitation–only, three–day Take Action! summit facilitates peer conversations among industry leaders and trustees, CFOs and investment staff of foundations, family offices, pension funds, and corporations.

Foundation staff, leadership and trustees are invited to come together to discuss impact investing, that is, investments that create financial returns and social and environmental impact. The Summit focuses exclusively on those investments that create market-rate and/or premium returns.

Case studies will be presented on the following topics: environment/climate change, community economic development, education, health, human rights, and international microfinance.

The Summit will cover practical topics such as:

  • achieving buy-in from both Boards and staff to move forward with impact investing;
  • creation and execution of an impact investment portfolio;
  • measuring social and environmental impact; and,
  • doing due diligence on investments.

Leading practitioners and global financial experts share their candid experiences and engage in pointed conversations about the unresolved and debated issues and its potential evolution. During the event, participants are empowered to make decisions, explore partnerships, and Take Action! The results are critical insights, collaborations and relevant advice that stays with you well after the Summit ends.

Speakers Include:

DANA LANZA, Executive Director, Confluence Philanthropy RAE RICHMAN, Director, Rockefeller Philanthropy Advisors & NCG Member JASPER SNOEK, CFO, Doen Foundation (Netherlands) DOUG STAMM, CEO, Meyer Memorial Trust JOAN TRANT, Executive Director, International Association of Microfinance Investors CAPRICE YOUNG, CEO, KC Distance Learning BETSY ZEIDMAN, Research Fellow and Director, Center for Emerging Domestic Markets, Milken Institute

For more information, including the list of outstanding speakers and full agenda, please visit

http://www.takeactionforimpact.com/

Please Note: Attendance of the Take Action! Summit is by invitation-only and space is limited. Your personal invitation to the Summit is non-transferable.

Registration Information Registration Rate: $1295 To register, please visit

http://www.takeactionforimpact.com/

Enter "Exchange" under password

   
Other Info: email or call 858-875-3333
  San Diego Grantmakers is committed to increasing the impact of philanthropy in San Diego by creating a forum for the open discussion of ideas among grantmakers. To achieve our goal of strategic education, programs are only open to members and other grantmakers as invited guests, unless otherwise noted. RSVP required.


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