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The Path to Portfolio Activation

When: 
Tuesday, October 13, 2020 -
1:00pm to 2:00pm PDT
Where: 
Zoom Webinar
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You have decided you want to start making impact investments and you need buy-in within your organization. How do smaller foundations develop the capacity to execute a strategy? 
Learn strategies and approaches to develop consensus from leaders that have already started down this path.

 

Speakers 

Tina Castro, Managing Partner, and Co-founder, Avivar Capital (moderator)
Tina brings over 20 years of experience in the fields of finance and investment management. Before founding Avivar, Tina has help impact investing leadership positions with The California Endowment, Goldman, Sachs & Co. Tina has designed and built impact investment portfolios and funds on behalf of clients ranging from large national and regional private foundations to local community foundations. Tina currently sits on the National AdvisoryCouncil for the Building Healthy Places Network, is a Board Member for the Center for GoodFood Purchasing and is an Advisory Committee Member for the National Healthy Food FinancingFund Manager.
 
Michael C. Dorsey, Director, and Treasurer, Sand Hill Foundation
Michael has a successful 17-year record in impact investing, having co-founded the  Bay Area Equity Fund (now DBL Partners). He also managed two funds for the Westly Group, and now co-manages in the Innovations for Impact Fund, an early-stage investor in social impact companies, concentrating in Health and Wellness, Sustainability, and Longevity. Before co-founding the Bay Area Equity Fund, Michael worked as an Investment Banker for 20 years and served as Head of Technology Investment Banking of Donaldson, Lufkin & Jenrette and Cowen & Co. He also serves on the Board of Medicines 360 and Bright Heart Health, as well as the advisory board of the initiative on Impact Investing of the Fuqua School of Business at Duke University, and on advisory boards at Stanford University. 
 
Jeremy Pearl, J.D., LL.M., Executive Vice President and Chief Financial Officer, Jewish Community Foundation San DiegoJeremy is responsible for fiscal oversight of the Foundation as well as working closely with donors and their advisors to support charitable gift planning. Before joining the Foundation in 2005, he spent nearly six years in KPMG’s Personal Financial Planning practice. Jeremy began his legal career in estate planning with Miller, Monson & Peshel. Prior to entering the legal profession, Jeremy worked for Home Federal Bank and Wells Fargo as an NASD licensed broker. Originally from London, England, Jeremy immigrated to the United States in 1986. Admitted to the Bar in 1997, he is a member of the State Bar of California. Jeremy is also a past president of British-American Business Council San Diego, a transatlantic trade organization.
 
Rochelle Witharana, Chief Financial Officer, The California Wellness Foundation

Rochelle has held senior financial management roles in nonprofit organizations, government agencies, and private businesses, acquiring experience in investment accounting, financial reporting, process re-engineering, and systems implementation. Before joining Cal Wellness in May 2015, she has held finance positions with the Conrad N. Hilton Foundation, the Arizona State Retirement System, and Deloitte and Touche. Witharana serves on the board of Asian Pacific Women’s Center, an organization that provides services to survivors of domestic violence, and the advisory board for the Clarendon Foundation, an organization that supports orphanages and disadvantaged individuals in Sri Lanka. She is also a member of Asian Americans and Pacific Islanders in Philanthropy. 

Target Audience 

This event is for members of SDG, NCG, and SCG. This event is also open to eligible non-members: family offices, private investors, foundations, institutional investors who are interested in learning about investments into enterprises and funds that generate financial returns alongside positive social and environmental impact.
 

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