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Program Logistics

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Program Date: 
Oct. 21, 22, 23, 2019 - Register here
Jan. 20, 21, 22, 2020 - Register here

General Registration: $ 2,999.00

Early Bird Registration: $ 2,849.05

Other discounts available. See details here.

This program is structured for investors and managers who have an interest in learning about impact criteria as an alternative vehicle to make a social or environmental difference. This includes:

  • Asset owners (e.g. angel investors, philanthropists, high wealth individuals)
  • Asset managers (e.g. financial managers, family offices, portfolio managers, financial advisors)
  • Mission-driven organizations, NGOs and foundations seeking to use investments as a development vehicle

Whether you have many years in investing or are newly embracing the impact investing sector, this program is focused on helping you:

  • Form a strategy and structure of an impact investing plan and next steps
  • Use a comprehensive framework to analyze financial situations for impact criteria
  • Apply new tools and techniques towards the assessment of business cases to consider and choose an investment
  • Understand terms of investments and structures used

1. Impact Investing. What is it?

  • Investments that generate positive social and environmental impacts

2. Techniques for Assembling a portfolio

  • Create concrete guides that support high-quality opportunities and reduce risk
  • Portfolios will also maintain competitive financial return
  • Most beneficial to asset owners, family foundations, INGO’s

3. Theory of Change

  • A sophisticated way to diversify portfolios

4. Constructing your impact strategy

  • Investments will balance out impacts and returns

5. Investment Choices:


  • Sustainable agriculture
  • Water and Land
  • Clean energy
  • Health Care
  • Education
  • Financial Services 


  • North America
  • Latin America and the Caribbean
  • East Asia and Pacific
  • South Asia
  • Sub-Saharan Africa

6. Impact Measures

Define impact through:

  • Outputs
  • Outcomes
  • Impact
Photo of John Kohler


John Kohler

Executive Fellow and Director, Impact Capital Program

Miller Center for Social Entrepreneurship




Photo of Bob Webster


Bob Webster

Managing Director of SEAF

Formerly COO of Grassroots Business Fund