Application Deadline is June 30th.
Join Philanthropy California for the Mission Investing Institute and Action Cohorts, a six-month virtual learning program presented by Mission Investors Exchange and in partnership with National Center for Family Philanthropy. This learning opportunity will deepen your knowledge in impact investing, build relationships with leaders in philanthropy, and provide practical tools to implement an effective impact investing strategy. Beginning October 19, 2021, this experience is designed to help philanthropy professionals gain exposure to approaches that will help them get started in impact investing and advance their practice.
Through a core curriculum, supplemented with three small group cohorts, participants will hear from industry peers, apply the learnings with fellow philanthropy and finance professionals, and learn from seasoned investors in the field. Sessions will cover topics including, but not limited to:
- Introduction to Impact Investing & the Spectrum of Capital
- The Equity Imperative
- Governance & Program Design
- Activating your Portfolio for Impact
- Impact Measurement, Management & Reporting
- Investment Across Asset Classes
- Pipeline & Diligence
- Resources & Implementation (cohorts focus)
This program has limited availability, so interested participants are encouraged to apply early. Applications open on May 18, 2021, and close on June 30, 2021. They will be evaluated on a rolling basis and will be considered based on the ability to commit to the sessions and your cohort, your role and type of foundation, and the overall mix of the applicants, with a goal of offering three diverse, yet cohesive cohorts.
Schedule
Session and Cohort Meeting Dates: October 2021 – March 2022*
Please note the dates and times are subject to change and will be confirmed in the coming months. Each Learning Session and Action Cohort is expected to run for approximately 1.5-2 hours midday for most time zones (e.g., 12:30-2:30 PM ET). Action Cohorts will meet on the day following each Learning Session, or shortly thereafter.
Week 1: October 19-20, 2021
Fundamentals of Impact Investing: In this kick-off session, get to know your peers as we embark on a collective six-month journey. Learn about the fundamentals of impact investing, including terms and definitions, the different types of capital that may be at your disposal, and an overview of asset classes and potential uses. Work with peers to explore aspirations for yourself and your organization at the onset of the Institute.
Week 2: November 16-17, 2021
Investing with a Racial Equity Lens: How do you build and implement an impact investing program with a racial equity lens? Learn how to shape your impact investing program to include inclusive policies and practices, such as utilization of diverse fund managers. Explore how to invest in a way that advances equitable outcomes. Learn about key principles that will carry through the rest of the Institute.
Week 3: December 7-8, 2021
Designing Your Investment Program: Discover practical tools to help design your program. Explore staffing and governance questions to understand what will best meet the needs of your foundation. Work with peers to begin building an impact thesis to define your goals, taking into account the realities of existing assets, mission, and capacity.
Week 4: January 25-26, 2022
Investment Program Strategy: Learn how to use different asset classes and investment tools to create a portfolio that supports your foundation’s goals. Hear from seasoned investors on how they developed their impact investing strategy, including what they hope to achieve and how they are organizing their capital.
Week 5: February 15-16, 2022
Operationalizing Your Impact Investing Program: Learn how to translate your program strategy into action. Discuss the iterative process and considerations of deal sourcing, due diligence, portfolio management, impact measurement, managing to change, and evaluation of your impact investing program.
Week 6: March 15-16, 2022
Impact Activation: What next steps do you need to take to activate your strategy? Discuss legal considerations, internal dynamics, and other practical considerations as you embark on starting, changing, or expanding your program.
Questions?
If you have additional questions take a look at the FAQs by clicking below or contact Phuong Pham at phuong@socalgrantmakers.org.