Mission Investing Institute

Mission Investors Exchange (MIE), in partnership with National Center for Family Philanthropy, Northern California Grantmakers, and SoCal Grantmakers, is pleased to offer its signature introductory learning program. Through both virtual sessions and a two-day experience at The California Endowment in Los Angeles, California, our Institute helps philanthropy professionals get started in impact investing or advance their practice. Participants learn from leading impact investing professionals, network with industry peers, and apply learnings with fellow philanthropy and finance professionals.

Topics to be covered include defining impact investing and other key terms, understanding investment approaches, designing and implementing an impact investing portfolio, sourcing and underwriting investments, financially monitoring a portfolio, and measuring social impact.

Note: Registration will move to a waitlist prior to reaching full capacity, with preference given to MIE or partner organization members and diverse participants.

Tentative Event Schedule

Note: Session times and details are subject to change.

Virtual Sessions

All times are PST

September 14 - 19, 2023

• Session 1: Addressing Myths of Impact Investing | September 14, 2023 | 10:30 am - 12:00 noon 
• Session 2: Key Terms and Fundamentals of Impact Investment | September 18, 2023 | 10:30 am - 12:00 noon 
• Office Hours: September 15 & 19, 2023 | 12:30 pm - 2:00 pm

In-Person Sessions 

The California Endowment, Los Angeles, California

November 6, 2023

• Session 3: Designing Your Program | 9:00 am - 11:00 pm 
  • Lunch Session: 11:15 am - 12:30 pm
• Session 4: Investment Strategy | 12:45 pm - 2:30 pm 
• Session 5: Operationalizing Your Program | 2:45 pm - 4:30 pm
• Reception: 4:30 pm - 6:00 pm

November 7, 2023

• Session 6: Impact Activation & Closing | 10:00 am - 12:00 noon