Series brings together private debt and equity managers and qualified impact investors for a discussion of timely, opportunistic strategies and themes driving impact investing.
Press Release – BETHESDA, MD – January 25, 2018 – ImpactAssets, a nonprofit financial services firm that increases the flow of capital into investments delivering financial, social and environmental returns, today announced a five-city series of interactive events with leading impact investing fund managers designed to help qualified investors, wealth managers, family offices and foundations learn about current impact strategies and how to implement them.
The inaugural event takes place Friday, January 25, from noon-3 pm at the Sobrato Center for Nonprofits, Redwood Shores, CA. The Investor Lunch features seven top-tier impact fund managers currently available as investment options through the ImpactAssets Giving Fund donor advised fund. The Giving Fund structure enables philanthropic impact investors to access fund managers at lower minimums.
Featured managers include:
- Tammy Newmark, CEO and Managing Partner, EcoEnterprises Fund
- Gerhard Pries, Managing Partner, Sarona Asset Management
- Bettina von Hagen, CEO, Ecotrust Forest Management (EFM)
- Jacob Haar, Managing Partner, Community Investment Management (CIM)
- Genevieve Pinto, Partner, Renewal Funds
- Dave Miller, CEO and President, Iroquois Valley Farmland REIT
- Wes Selke, Managing Director, Better Ventures
“We are thrilled to kick off our nationwide fund manager series with such a powerhouse line-up of managers across a diversified range of impact themes and investment approaches,” said Margret Trilli, President and Chief Investment Officer at ImpactAssets. “As the interest in impact investing grows, getting up to speed on the latest strategies can be overwhelming. We’ve gathered this group of visionary impact fund managers and leaders to offer their insights into current opportunities and how to access them at lower minimums.”
Future fund manager events for qualified investors and their advisors include:
- February 27, Portland, OR
- February 28, Seattle, WA
- April 11, Cambridge, MA
- Early June, Washington, DC
About ImpactAssets
ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments delivering financial, social and environmental returns. ImpactAssets’ donor advised fund (“The Giving Fund”) and field-building initiatives enable philanthropists, other asset owners and their wealth advisors advance social or environmental change through impact investment and philanthropy.
About The Giving Fund:
The Giving Fund is an innovative donor advised fund that empowers donors to increase the impact of their giving by combining it with strategic sustainable and responsible investing to build a sophisticated philanthropic endowment. Donors recommend how The Giving Fund’s assets are invested across a range of leading impact investment options including community investment, turn-key portfolios, private debt and equity funds and custom investments. The Giving Fund currently has nearly $500 million in charitable assets from more than 1,100 donor advised funds, working with 300 wealth advisors across 50 financial services firms.
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